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 | Added to | 3,942,341 | 177,839 | 0.04% | 0.04% | 1 | +798,634 | 25.4% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | Added to | 2,714,334 | 122,443 | 0.03% | 0.03% | 2 | +533,845 | 24.48% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,921,932 | 86,698 | 0.3% | 0.33% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,775,613 | 80,097 | 0.01% | 0.0% | 4 | +586,148 | 49.28% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Reduced | 1,488,332 | 67,139 | 0.11% | 0.13% | 5 | -41,026 | -2.68% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,224,464 | 55,235 | 2.0% | 2.13% | 6 | +45,209 | 3.83% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,177,849 | 53,132 | 0.0% | 0.0% | 7 | +102,967 | 9.58% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 861,241 | 38,850 | 1.11% | 1.19% | 8 | +78,275 | 10.0% | Q2 2026 | Jul 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 854,122 | 38,529 | 0.23% | 0.21% | 9 | +124,166 | 17.01% | Q2 2026 | Aug 17, 2026 |
| BlackRock, Inc. | History | Added to | 743,163 | 33,524 | 0.0% | 0.0% | 10 | +7,429 | 1.01% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 674,762 | 30,438 | 0.03% | 0.02% | 11 | +187,834 | 38.58% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 645,097 | 29,100 | 0.06% | 0.07% | 12 | +87,837 | 15.76% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 640,961 | 28,913 | 0.24% | 0.26% | 13 | +50,382 | 8.53% | Q2 2026 | Aug 06, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 624,286 | 28,161 | 5.8% | 6.09% | 14 | +11,920 | 1.95% | Q2 2026 | Jul 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 620,167 | 27,975 | 0.17% | 0.18% | 15 | +94,524 | 17.98% | Q2 2026 | Jul 20, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 429,861 | 19,391 | 5.76% | 6.1% | 16 | +5,238 | 1.23% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Added to | 429,772 | 19,387 | 0.0% | 0.0% | 17 | +33,649 | 8.49% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 428,103 | 19,312 | 0.04% | 0.05% | 18 | +13,831 | 3.34% | Q2 2026 | Jul 27, 2026 |
| DORVAL Corp | History | Added to | 408,504 | 18,427 | 5.3% | 5.58% | 19 | +9,345 | 2.34% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 395,705 | 17,840 | 0.0% | 0.01% | 20 | -268,740 | -40.45% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 352,912 | 15,919 | 0.08% | 0.06% | 21 | +108,913 | 44.64% | Q2 2026 | Sep 23, 2026 |
| Heck Capital Advisors, LLC | History | New | 269,354 | 12,150 | 0.73% | — | 22 | +269,354 | New | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 259,326 | 11,698 | 0.01% | 0.01% | 23 | +67,521 | 35.2% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 258,003 | 11,632 | 0.06% | 0.07% | 24 | -7,020 | -2.65% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 255,722 | 11,535 | 0.15% | 0.22% | 25 | -72,103 | -21.99% | Q2 2026 | Jul 15, 2026 |
| Kelly Financial Services LLC | History | Added to | 253,415 | 11,431 | 2.45% | 0.99% | 26 | +163,073 | 180.51% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 241,115 | 10,917 | 0.0% | 0.0% | 27 | +15,054 | 6.66% | Q2 2026 | Aug 12, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 226,998 | 10,239 | 1.02% | 1.36% | 28 | -43,986 | -16.23% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 209,120 | 9,433 | 0.02% | 0.02% | 29 | +44,953 | 27.38% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 167,474 | 7,554 | 0.01% | 0.01% | 30 | +4,198 | 2.57% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 166,579 | 7,514 | 0.03% | 0.06% | 31 | -8,458 | -4.83% | Q2 2026 | Aug 11, 2026 |
| Systelligence, LLC | History | New | 158,594 | 7,154 | 1.19% | — | 32 | +158,594 | New | Q2 2026 | Jul 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 153,630 | 6,930 | 0.1% | 0.13% | 33 | -21,578 | -12.32% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | New | 153,618 | 6,811 | 0.11% | — | 34 | +153,618 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 153,618 | 6,811 | 0.11% | 0.1% | 35 | +28,070 | 22.36% | Q2 2026 | Jul 29, 2026 |
| Breakwater Capital Group | History | Reduced | 135,818 | 6,126 | 0.74% | 1.07% | 36 | -41,166 | -23.26% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 133,936 | 6,041 | 0.03% | 0.07% | 37 | -207,557 | -60.78% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 116,092 | 5,237 | 0.03% | 0.05% | 38 | -17,175 | -12.89% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 115,238 | 5,198 | 0.07% | 0.08% | 39 | -340 | -0.29% | Q2 2026 | Aug 12, 2026 |
| Hoese & Co LLP | History | Added to | 109,648 | 4,946 | 3.21% | 3.64% | 40 | +824 | 0.76% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 92,269 | 4,162 | 0.0% | 0.0% | 41 | +24,965 | 37.09% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 91,376 | 4,121 | 0.77% | 0.83% | 42 | +4,772 | 5.51% | Q2 2026 | Aug 05, 2026 |
| Accel Wealth Management | History | Reduced | 88,009 | 3,970 | 0.89% | 1.05% | 43 | -1,148 | -1.29% | Q2 2026 | Jul 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 84,783 | 3,824 | 0.19% | 0.15% | 44 | +27,199 | 47.23% | Q2 2026 | Jul 20, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 82,063 | 3,701 | 1.36% | 1.35% | 45 | +4,190 | 5.38% | Q2 2026 | Jul 30, 2026 |
| JB Capital LLC | History | Added to | 78,514 | 3,541 | 0.12% | 0.1% | 46 | +22,672 | 40.6% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 73,457 | 3,313 | 0.0% | 0.0% | 47 | +40,921 | 125.77% | Q2 2026 | Aug 14, 2026 |
| Trivium Point Advisory, LLC | History | New | 70,182 | 3,165 | 0.29% | — | 48 | +70,182 | New | Q2 2026 | Aug 06, 2026 |
| Altus Wealth Management, LLC | History | Reduced | 69,168 | 3,120 | 1.2% | 1.4% | 49 | -776 | -1.11% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 64,154 | 2,894 | 0.0% | 0.0% | 50 | +23,784 | 58.92% | Q2 2026 | Aug 13, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 63,720 | 2,874 | 0.41% | 0.42% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Convergence Financial, LLC | History | Added to | 60,768 | 2,741 | 0.22% | 0.15% | 52 | +29,193 | 92.46% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 58,233 | 2,626 | 0.0% | 0.0% | 53 | -14,716 | -20.17% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 53,365 | 2,407 | 0.12% | 0.13% | 54 | +1,934 | 3.76% | Q2 2026 | Jul 31, 2026 |
| FreeGulliver LLC | History | Reduced | 51,784 | 2,335 | 0.82% | 1.05% | 55 | -3,490 | -6.31% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 46,504 | 2,097 | 0.01% | 0.01% | 56 | -6,659 | -12.53% | Q2 2026 | Aug 13, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 46,216 | 2,084 | 0.72% | 0.88% | 57 | -1,450 | -3.04% | Q2 2026 | Jul 31, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 45,225 | 2,040 | 0.07% | 0.07% | 58 | -805 | -1.75% | Q2 2026 | Jul 30, 2026 |
| Fermata Advisors, LLC | History | Reduced | 45,087 | 2,033 | 0.41% | 0.61% | 59 | -14,555 | -24.4% | 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 | Reduced | 43,496 | 1,962 | 0.02% | 0.03% | 61 | -757 | -1.71% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 42,428 | 1,913 | 0.01% | 0.02% | 62 | +1,835 | 4.52% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,073 | 1,852 | 0.01% | 0.02% | 63 | +4,342 | 11.82% | Q2 2026 | Jul 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 36,993 | 1,668 | 0.03% | 0.04% | 64 | +357 | 0.97% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 36,631 | 1,652 | 0.08% | 0.07% | 65 | +6,565 | 21.84% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | Reduced | 36,282 | 1,636 | 0.04% | 0.05% | 66 | -187 | -0.51% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Added to | 34,293 | 1,546 | 0.02% | 0.03% | 67 | +3,961 | 13.06% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 33,171 | 1,496 | 0.01% | 0.02% | 68 | +215 | 0.65% | Q2 2026 | Aug 05, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 33,556 | 1,486 | 0.35% | 1.04% | 69 | -50,094 | -59.89% | Q2 2026 | Aug 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 31,016 | 1,399 | 0.02% | 0.02% | 70 | +817 | 2.71% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 29,605 | 1,336 | 0.0% | 0.0% | 71 | -2,026 | -6.41% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 29,133 | 1,314 | 0.02% | 0.01% | 72 | +19,289 | 195.95% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | Added to | 29,035 | 1,309 | 0.13% | 0.14% | 73 | +2,070 | 7.68% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | New | 28,685 | 1,293 | 0.09% | — | 74 | +28,685 | New | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 28,237 | 1,257 | 0.62% | 0.82% | 75 | -6,316 | -18.28% | Q2 2026 | Jul 22, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 27,411 | 1,236 | 0.39% | 0.43% | 76 | +703 | 2.63% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 27,331 | 1,232 | 0.03% | 0.03% | 77 | +3,408 | 14.25% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 27,060 | 1,220 | 0.34% | 0.42% | 78 | +15 | 0.06% | Q2 2026 | Jul 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 26,717 | 1,205 | 0.1% | 0.1% | 79 | +1,649 | 6.58% | Q2 2026 | Aug 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 24,440 | 1,102 | 0.45% | 0.46% | 80 | +1,343 | 5.81% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,203 | 1,091 | 0.0% | 0.0% | 81 | +784 | 3.35% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,187 | 1,045 | 0.02% | 0.08% | 82 | -58,080 | -71.47% | Q2 2026 | Jul 20, 2026 |
| Paller Financial Services Inc | History | Added to | 22,255 | 1,003 | 0.75% | 0.8% | 83 | +780 | 3.63% | Q2 2026 | Jul 07, 2026 |
| World Investment Advisors | History | Reduced | 22,231 | 1,001 | 0.02% | 0.02% | 84 | -2,262 | -9.24% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 21,075 | 950 | 0.0% | 0.0% | 85 | -3,165 | -13.06% | Q2 2026 | Aug 10, 2026 |
| Invst, LLC | History | Added to | 20,573 | 928 | 0.09% | 0.08% | 86 | +4,729 | 29.85% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | Reduced | 20,540 | 926 | 0.21% | 0.29% | 87 | -5,160 | -20.08% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,255 | 913 | 0.02% | 0.01% | 88 | +8,778 | 76.48% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 19,987 | 901 | 0.01% | 0.01% | 89 | +4,873 | 32.24% | Q2 2026 | Aug 14, 2026 |
| Cadia Private Client LLC | History | Added to | 18,881 | 851 | 0.61% | 0.68% | 90 | +133 | 0.71% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 17,951 | 809 | 0.01% | 0.02% | 91 | -3,595 | -16.69% | Q2 2026 | Jul 22, 2026 |
| HB Wealth Management, LLC | History | Reduced | 17,864 | 805 | 0.0% | 0.01% | 92 | -3,500 | -16.38% | Q2 2026 | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,022 | 767 | 0.03% | 0.03% | 93 | +4,489 | 35.82% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 16,889 | 761 | 0.05% | 0.06% | 94 | -3,584 | -17.51% | Q2 2026 | Aug 05, 2026 |
| Madson Wealth Advisors Inc | History | Added to | 14,861 | 670 | 0.46% | 0.55% | 95 | +203 | 1.38% | Q2 2026 | Jul 21, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 14,850 | 669 | 1.02% | 0.82% | 96 | +4,755 | 47.1% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,802 | 667 | 0.0% | 0.0% | 97 | +7,906 | 114.65% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 14,790 | 667 | 0.0% | 0.0% | 98 | -5,687 | -27.77% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,430 | 650 | 0.0% | 0.0% | 99 | +1,837 | 14.59% | Q2 2026 | Aug 05, 2026 |
| EFG International AG | History | Reduced | 13,210 | 595 | 0.01% | 0.06% | 100 | -50,113 | -79.14% | Q2 2026 | Aug 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 13,008 | 586 | 0.07% | 0.19% | 101 | -18,415 | -58.6% | Q2 2026 | Jul 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 12,792 | 577 | 0.36% | 0.46% | 102 | -2,317 | -15.34% | Q2 2026 | Jul 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 12,249 | 552 | 0.02% | 0.02% | 103 | -2,821 | -18.72% | Q2 2026 | Jul 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 12,175 | 549 | 0.01% | 0.01% | 104 | +1,713 | 16.37% | Q2 2026 | Aug 05, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 12,160 | 548 | 0.16% | 1.94% | 105 | -116,000 | -90.51% | Q2 2026 | Jul 09, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 12,058 | 543 | 0.27% | 0.3% | 106 | +333 | 2.84% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,649 | 525 | 0.01% | 0.01% | 107 | -103 | -0.88% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | New | 11,522 | 520 | 0.02% | — | 108 | +11,522 | New | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 11,226 | 506 | 0.01% | 0.02% | 109 | +474 | 4.41% | Q2 2026 | Jul 28, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 11,190 | 504 | 0.32% | 0.29% | 110 | +2,499 | 28.75% | Q2 2026 | Jul 29, 2026 |
| ADE, LLC | History | Reduced | 10,723 | 483 | 0.2% | 0.34% | 111 | -4,911 | -31.41% | Q2 2026 | Aug 04, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 10,646 | 480 | 0.3% | 0.34% | 112 | +95 | 0.9% | Q2 2026 | Aug 07, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 10,491 | 473 | 0.03% | 0.03% | 113 | -3,025 | -22.38% | Q2 2026 | Jul 16, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,177 | 459 | 0.01% | 0.01% | 114 | -1,150 | -10.15% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,083 | 454 | 0.01% | 0.01% | 115 | -1,019 | -9.18% | 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 | Added to | 9,752 | 439 | 0.02% | 0.02% | 117 | +2,903 | 42.39% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,680 | 436 | 0.0% | 0.0% | 118 | +113 | 1.18% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | Added to | 9,349 | 421 | 0.0% | 0.0% | 119 | +4,592 | 96.53% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 8,979 | 405 | 0.01% | — | 120 | +8,979 | New | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | New | 8,735 | 394 | 0.0% | — | 121 | +8,735 | New | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 8,573 | 386 | 0.02% | 0.01% | 122 | +1,135 | 15.26% | Q2 2026 | Aug 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 8,425 | 380 | 0.04% | 0.1% | 123 | -10,918 | -56.44% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,326 | 375 | 0.0% | 0.0% | 124 | +777 | 10.29% | 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 | Added to | 8,195 | 369 | 0.02% | 0.01% | 126 | +3,753 | 84.49% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,108 | 365 | 0.0% | 0.0% | 127 | +669 | 8.99% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 7,986 | 360 | 0.0% | 0.0% | 128 | +375 | 4.93% | Q2 2026 | Jul 28, 2026 |
| Vision Retirement, LLC | History | Added to | 7,887 | 355 | 0.09% | 0.1% | 129 | +474 | 6.39% | Q2 2026 | Jul 21, 2026 |
| Centerpoint Advisory Group | History | Reduced | 7,823 | 352 | 0.22% | 0.36% | 131 | -2,935 | -27.28% | Q2 2026 | Jul 29, 2026 |
| West Wealth Group, LLC | History | Added to | 7,819 | 352 | 0.06% | 0.07% | 130 | +255 | 3.37% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,751 | 350 | 0.0% | 0.0% | 132 | -24,544 | -76.0% | Q2 2026 | Aug 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Added to | 7,770 | 350 | 0.22% | 0.18% | 133 | +2,400 | 44.69% | Q2 2026 | Jul 29, 2026 |
| Town Capital LLC | History | New | 7,676 | 346 | 0.22% | — | 134 | +7,676 | New | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | New | 7,629 | 344 | 0.0% | — | 135 | +7,629 | New | Q2 2026 | Aug 12, 2026 |
| Investment Advisory Group, LLC | History | No change | 7,644 | 344 | 0.07% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 7,514 | 338 | 0.01% | — | 137 | +7,514 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 7,479 | 337 | 0.0% | 0.0% | 138 | +6,333 | 552.62% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 7,373 | 332 | 0.0% | 0.0% | 139 | +6,938 | 1594.94% | Q2 2026 | Aug 11, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 7,315 | 329 | 0.01% | 0.02% | 140 | -10,111 | -58.02% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Wealth | History | Added to | 7,165 | 323 | 0.0% | 0.0% | 141 | +1,966 | 37.81% | Q2 2026 | Aug 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,016 | 310 | 0.03% | 0.04% | 142 | +118 | 1.71% | Q2 2026 | Aug 04, 2026 |
| Inspire Advisors, LLC | History | Reduced | 6,683 | 301 | 0.02% | 0.03% | 143 | -1,395 | -17.27% | Q2 2026 | Aug 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 6,677 | 301 | 0.4% | 0.44% | 144 | +173 | 2.66% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,742 | 299 | 0.02% | 0.05% | 145 | -7,505 | -52.68% | Q2 2026 | Jul 29, 2026 |
| Embree Financial Group | History | Added to | 5,992 | 270 | 0.03% | 0.03% | 146 | +1,182 | 24.57% | Q2 2026 | Jul 15, 2026 |
| Everest Financial Group LLC | History | Reduced | 5,978 | 269 | 0.04% | 0.05% | 147 | -589 | -8.97% | Q2 2026 | Aug 10, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,924 | 268 | 0.01% | 0.01% | 148 | +340 | 6.09% | Q2 2026 | Jul 07, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 5,973 | 266 | 0.06% | — | 149 | +5,973 | New | Q2 2026 | Jul 09, 2026 |
| Caitlin John, LLC | History | No change | 5,883 | 265 | 0.14% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,771 | 260 | 0.0% | — | 151 | +5,771 | New | Q2 2026 | Aug 11, 2026 |
| Helium Advisors LLC | History | Reduced | 5,501 | 248 | 0.21% | 1.12% | 152 | -20,622 | -78.94% | Q2 2026 | Aug 11, 2026 |
| Vertex Planning Partners, LLC | History | New | 5,425 | 244 | 0.04% | — | 153 | +5,425 | New | Q2 2026 | Aug 14, 2026 |
| GEM Asset Management, LLC | History | Added to | 5,152 | 232 | 0.09% | 0.1% | 154 | +29 | 0.57% | Q2 2026 | Jul 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 5,107 | 230 | 0.03% | 0.05% | 155 | -2,472 | -32.62% | 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 | New | 5,063 | 228 | 0.0% | — | 157 | +5,063 | New | Q2 2026 | Aug 19, 2026 |
| Barnes Wealth Management Group, Inc | History | New | 4,775 | 215 | 0.1% | — | 159 | +4,775 | New | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | New | 4,773 | 215 | 0.0% | — | 158 | +4,773 | New | Q2 2026 | Aug 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 4,746 | 214 | 0.2% | — | 160 | +4,746 | New | Q2 2026 | Jul 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,555 | 205 | 0.01% | 0.01% | 161 | -90 | -1.94% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,519 | 203 | 0.0% | 0.01% | 162 | -5,239 | -53.69% | Q2 2026 | Aug 13, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 4,461 | 201 | 0.14% | 0.16% | 163 | -111 | -2.43% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,764 | 79 | 0.0% | 0.0% | 164 | +803 | 83.56% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,640 | 73 | 0.0% | — | 165 | +1,640 | New | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,438 | 64 | 0.01% | 0.01% | 166 | +23 | 1.63% | Q2 2026 | Jul 28, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,280 | 57 | 0.01% | 0.02% | 167 | +17 | 1.35% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | Added to | 1,166 | 52 | 0.01% | 0.01% | 168 | +218 | 23.0% | 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 | New | 482 | 21 | 0.0% | — | 172 | +482 | New | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 424 | 19 | 0.0% | — | 173 | +424 | New | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 302 | 13 | 0.0% | — | 174 | +302 | New | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 212 | 9 | 0.0% | 0.0% | 175 | -1,599 | -88.29% | 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% | 0.01% | 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 | New | 147 | 6 | 0.0% | — | 179 | +147 | New | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 132 | 5 | 0.0% | 0.0% | 180 | +1 | 0.76% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 109 | 4 | 0.0% | 0.0% | 181 | -210 | -65.83% | Q2 2026 | Jul 29, 2026 |
| Cape Investment Advisory, Inc. | History | New | 97 | 4 | 0.0% | — | 182 | +97 | New | Q2 2026 | Jul 23, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 71 | 3 | 0.0% | 0.03% | 185 | -992 | -93.32% | Q2 2026 | Jul 30, 2026 |
| Continuum Advisory, LLC | History | New | 80 | 3 | 0.0% | — | 184 | +80 | New | Q2 2026 | Aug 06, 2026 |
| SYM FINANCIAL Corp | History | New | 68 | 3 | 0.0% | — | 183 | +68 | New | Q2 2026 | Aug 04, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 104,547 | 2 | 0.0% | 0.03% | 186 | +101,548 | 3386.06% | Q2 2026 | Jul 14, 2026 |
| Meramec Financial Planners, LLC | History | New | 43 | 1 | 0.0% | — | 187 | +43 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -791,337 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131,012 | -100.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -120,938 | -100.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -71,198 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -56,138 | -100.0% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,108 | -100.0% | Q2 2026 | Jul 28, 2026 |
| TSG Advice Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,513 | -100.0% | Q1 2026 | Apr 24, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,805 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Able Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,101 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Warwick Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,635 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,230 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,263 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 03, 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 |