iSHARES TRUST - IGF
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.
Showing first 300 of
440 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | No change | 34,693,088 | 2,310,559 | 0.27% | 0.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 18,820,092 | 1,253,418 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 11,353,053 | 756,113 | 0.17% | 0.17% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 3,865,180 | 257,420 | 0.28% | 0.28% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,794,635 | 252,722 | 0.74% | 0.74% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 3,076,200 | 204,874 | 2.97% | 2.97% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Family Investments, Inc. | History | No change | 2,538,162 | 169,041 | 3.05% | 3.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 2,532,785 | 168,683 | 2.06% | 2.06% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 1832 Asset Management L.P. | History | No change | 2,011,519 | 133,967 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 1,989,126 | 132,538 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,795,805 | 119,600 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,697,682 | 114,120 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,713,680 | 112,818 | 0.3% | 0.3% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,445,713 | 96,284 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,270,372 | 84,606 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,067,113 | 71,069 | 0.53% | 0.53% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 997,860 | 66,457 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 843,484 | 56,176 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 791,701 | 52,727 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 790,918 | 52,675 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEPC LLC | History | No change | 781,673 | 52,059 | 0.97% | 0.97% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 688,085 | 45,826 | 1.59% | 1.59% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | No change | 681,427 | 45,383 | 0.17% | 0.17% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 678,892 | 45,214 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 647,638 | 43,132 | 0.83% | 0.83% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 642,333 | 42,771 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 616,881 | 41,041 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 588,598 | 39,200 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 588,058 | 39,164 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 569,157 | 37,905 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 568,474 | 37,860 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 545,851 | 36,774 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 530,606 | 35,338 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CI INVESTMENTS INC. | History | No change | 526,102 | 35,038 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 465,286 | 30,988 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 406,796 | 27,092 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 372,227 | 24,790 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 370,342 | 24,664 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 362,646 | 24,152 | 0.42% | 0.42% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COUNTRY TRUST BANK | History | No change | 356,717 | 23,757 | 0.42% | 0.42% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heartland Bank & Trust Co | History | No change | 352,037 | 23,445 | 4.85% | 4.85% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 351,727 | 23,425 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 338,617 | 22,551 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 335,509 | 22,344 | 2.9% | 2.9% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 314,034 | 20,914 | 7.47% | 7.47% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 313,477 | 20,877 | 2.22% | 2.22% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 306,763 | 20,430 | 2.25% | 2.25% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 289,039 | 19,256 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 254,931 | 16,978 | 1.02% | 1.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 240,070 | 15,988 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 238,377 | 15,875 | 0.37% | 0.37% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 231,341 | 15,407 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 226,937 | 15,114 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 220,810 | 14,705 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 192,881 | 12,845 | 0.79% | 0.79% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 191,793 | 12,773 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aprio Wealth Management, LLC | History | No change | 182,915 | 12,182 | 0.6% | 0.6% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 181,692 | 12,100 | 0.2% | 0.2% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 181,668 | 12,099 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 170,841 | 11,377 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cavalier Investments, LLC | History | No change | 167,971 | 11,186 | 0.46% | 0.46% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 165,568 | 11,026 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 160,277 | 10,674 | 0.13% | 0.13% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 158,025 | 10,626 | 1.16% | 1.16% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 142,596 | 9,496 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthCoast Asset Management LLC | History | No change | 129,095 | 8,597 | 0.19% | 0.19% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 128,052 | 8,528 | 0.47% | 0.47% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 122,128 | 8,134 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 121,465 | 8,089 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 115,419 | 7,686 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 112,902 | 7,519 | 2.46% | 2.46% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 112,150 | 7,469 | 0.36% | 0.36% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 108,668 | 7,237 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 106,725 | 7,107 | 2.87% | 2.87% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tepp RIA, LLC | History | No change | 106,665 | 7,103 | 4.82% | 4.82% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Proficio Capital Partners LLC | History | No change | 101,480 | 6,758 | 0.24% | 0.24% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 100,573 | 6,698 | 3.38% | 3.38% | 77 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 95,923 | 6,388 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | No change | 94,771 | 6,311 | 0.22% | 0.22% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 92,656 | 6,170 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maryland State Retirement & Pension System | History | No change | 90,169 | 6,005 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 88,493 | 5,893 | 0.16% | 0.16% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 87,564 | 5,833 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 86,082 | 5,767 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 85,411 | 5,692 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 84,609 | 5,634 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beta Wealth Group, Inc. | History | No change | 84,547 | 5,630 | 2.11% | 2.11% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 84,100 | 5,601 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 77,672 | 5,172 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 73,095 | 4,868 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 72,015 | 4,796 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Visionary Wealth Advisors | History | No change | 69,430 | 4,624 | 0.18% | 0.18% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 69,272 | 4,613 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 66,382 | 4,421 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stelac Advisory Services LLC | History | No change | 65,991 | 4,395 | 0.82% | 0.82% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 66,000 | 4,390 | 0.25% | 0.25% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haven Private, LLC | History | No change | 64,904 | 4,322 | 1.64% | 1.64% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 64,654 | 4,305 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 62,282 | 4,195 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARINGS LLC | History | No change | 62,966 | 4,193 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 60,905 | 4,056 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | No change | 60,289 | 4,049 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sageworth Trust Co | History | No change | 59,049 | 3,932 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Banco Santander, S.A. | History | No change | 57,396 | 3,822 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hyposwiss Advisors SA | History | No change | 57,280 | 3,813 | 3.61% | 3.61% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 56,838 | 3,785 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 56,684 | 3,775 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 52,266 | 3,480 | 0.22% | 0.22% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 51,983 | 3,462 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 49,958 | 3,337 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | History | No change | 49,160 | 3,274 | 0.34% | 0.34% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 47,494 | 3,163 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Logan Stone Capital, LLC | History | No change | 46,037 | 3,066 | 0.65% | 0.65% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 45,955 | 3,060 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | Added to | 48,688 | 2,997 | 0.08% | 0.08% | 115 | +4,763 | 10.84% | Q3 2026 | Oct 02, 2026 |
| Perigon Wealth Management, LLC | History | No change | 43,999 | 2,930 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 43,973 | 2,928 | 0.78% | 0.78% | 117 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 43,444 | 2,893 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 43,346 | 2,886 | 0.66% | 0.66% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 42,818 | 2,851 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apollon Wealth Management, LLC | History | No change | 42,260 | 2,814 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gotham Asset Management, LLC | History | No change | 41,828 | 2,785 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 41,032 | 2,732 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 40,815 | 2,718 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 40,000 | 2,664 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 38,448 | 2,560 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 37,745 | 2,544 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 37,772 | 2,515 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Solstein Capital, LLC | History | No change | 37,598 | 2,504 | 0.86% | 0.86% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 37,433 | 2,493 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Architects, LLC | History | No change | 37,432 | 2,492 | 0.2% | 0.2% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 35,755 | 2,381 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet North America Advisors SA | History | No change | 35,452 | 2,361 | 0.21% | 0.21% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 32,096 | 2,148 | 0.31% | 0.31% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 31,703 | 2,108 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 31,626 | 2,106 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 30,826 | 2,053 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 30,648 | 2,049 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 30,519 | 2,032 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 30,303 | 2,018 | 0.29% | 0.29% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,768 | 1,982 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 29,267 | 1,949 | 1.42% | 1.42% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 29,129 | 1,939 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 27,778 | 1,850 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 27,725 | 1,846 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 27,603 | 1,846 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 26,376 | 1,756 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | No change | 26,351 | 1,754 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST BANK | History | No change | 26,098 | 1,738 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sincerus Advisory, LLC | History | No change | 26,108 | 1,738 | 1.18% | 1.18% | 150 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 25,936 | 1,727 | 0.19% | 0.19% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 25,801 | 1,718 | 0.53% | 0.53% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brio Consultants, LLC | History | No change | 25,100 | 1,671 | 0.2% | 0.2% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 23,960 | 1,595 | 0.51% | 0.51% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 24,167 | 1,589 | 0.54% | 0.54% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneAscent Financial Services LLC | History | No change | 23,565 | 1,569 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 22,478 | 1,497 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 21,925 | 1,460 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 21,793 | 1,451 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lido Advisors, LLC | History | No change | 21,543 | 1,434 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lee Financial Co | History | No change | 21,356 | 1,422 | 0.18% | 0.18% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 21,258 | 1,415 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 20,988 | 1,406 | 1.0% | 1.0% | 163 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 20,985 | 1,398 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BigSur Wealth Management LLC | History | No change | 20,000 | 1,332 | 0.32% | 0.32% | 165 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 19,849 | 1,325 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 19,584 | 1,304 | 0.24% | 0.24% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 4J Wealth Management LLC | History | No change | 19,278 | 1,283 | 0.63% | 0.63% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Boltwood Capital Management | History | Added to | 20,465 | 1,259 | 0.28% | 0.27% | 169 | +2,520 | 14.04% | Q3 2026 | Oct 02, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 18,867 | 1,256 | 0.73% | 0.73% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 18,448 | 1,229 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | No change | 18,426 | 1,227 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 18,390 | 1,224 | 0.43% | 0.43% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 18,026 | 1,200 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 17,877 | 1,190 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 17,847 | 1,188 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rock Creek Group LLC | History | No change | 17,688 | 1,178 | 0.12% | 0.12% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AWM CAPITAL, LLC | History | No change | 17,500 | 1,165 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 17,378 | 1,157 | 0.55% | 0.55% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 17,173 | 1,143 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 16,565 | 1,103 | 0.38% | 0.38% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | No change | 16,297 | 1,085 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 15,952 | 1,062 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,917 | 1,060 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 15,566 | 1,036 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 15,274 | 1,017 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 15,264 | 1,016 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fox Hill Wealth Management | History | No change | 14,818 | 986 | 0.4% | 0.4% | 188 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| UMB Bank, n.a. | History | No change | 14,634 | 974 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,186 | 944 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13,963 | 929 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 13,795 | 918 | 0.28% | 0.28% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fund Evaluation Group, LLC | History | No change | 13,621 | 907 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,068 | 870 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 12,499 | 832 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 12,479 | 831 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 12,380 | 824 | 0.15% | 0.15% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,293 | 818 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 11,660 | 776 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Operose Advisors LLC | History | No change | 11,320 | 753 | 0.15% | 0.15% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 11,258 | 749 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 11,228 | 747 | 0.47% | 0.47% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,173 | 744 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10,781 | 718 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 10,405 | 692 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 10,222 | 680 | 0.23% | 0.23% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 10,123 | 674 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10,104 | 672 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,849 | 655 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SVB WEALTH LLC | History | No change | 9,795 | 652 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MOTCO | History | No change | 9,757 | 649 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 9,672 | 644 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 9,620 | 640 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 9,545 | 636 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 9,563 | 636 | 0.47% | 0.47% | 215 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 9,539 | 635 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 9,400 | 626 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 9,401 | 626 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 9,368 | 623 | 0.28% | 0.28% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,199 | 612 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 9,157 | 609 | 0.37% | 0.37% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 9,136 | 608 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 9,061 | 603 | 0.25% | 0.25% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MARSHALL WACE, LLP | History | No change | 9,024 | 600 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,935 | 595 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 8,871 | 590 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allie Family Office LLC | History | No change | 8,786 | 585 | 0.22% | 0.22% | 227 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Fairlight Advisors | History | No change | 8,754 | 583 | 0.48% | 0.48% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Firestone Capital Management | History | No change | 8,726 | 581 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Montecito Bank & Trust | History | Added to | 9,403 | 578 | 0.09% | 0.09% | 230 | +176 | 1.91% | Q3 2026 | Oct 01, 2026 |
| HB Wealth Management, LLC | History | No change | 8,676 | 577 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Moors & Cabot, Inc. | History | No change | 8,640 | 575 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 8,647 | 575 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,545 | 569 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 8,397 | 559 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Newport Capital Group, LLC | History | No change | 8,315 | 553 | 0.31% | 0.31% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Inspire Advisors, LLC | History | No change | 8,227 | 547 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenwich Wealth Management LLC | History | No change | 8,054 | 536 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 7,904 | 526 | 0.14% | 0.14% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Second Half Financial Partners, LLC | History | No change | 7,876 | 524 | 0.21% | 0.21% | 240 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,805 | 519 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighPoint Advisor Group LLC | History | No change | 7,669 | 510 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 7,626 | 507 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,597 | 505 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Bank | History | No change | 7,411 | 493 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SteelPeak Wealth, LLC | History | No change | 7,390 | 492 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 7,390 | 492 | 0.19% | 0.19% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Baron Wealth Management LLC | History | No change | 7,394 | 492 | 0.13% | 0.13% | 248 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,083 | 471 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 7,085 | 471 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Verdence Capital Advisors LLC | History | No change | 7,072 | 471 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 6,946 | 462 | 0.51% | 0.51% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compound Planning, Inc. | History | No change | 6,743 | 449 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 6,692 | 445 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 6,677 | 444 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 6,644 | 442 | 0.1% | 0.1% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Auour Investments LLC | History | No change | 6,599 | 439 | 0.13% | 0.13% | 257 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 6,435 | 428 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 6,333 | 421 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,225 | 415 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 6,224 | 414 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,828 | 388 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARWA LLC | History | No change | 5,696 | 380 | 0.16% | 0.16% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 5,700 | 379 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMERCE BANK | History | No change | 5,677 | 378 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,456 | 363 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,384 | 358 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 5,346 | 356 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5,319 | 354 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,308 | 354 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,308 | 354 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 5,281 | 351 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 5,218 | 347 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWMG, LLC | History | No change | 5,152 | 343 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Argent Advisors, Inc. | History | No change | 5,150 | 342 | 0.09% | 0.09% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIGHTON JONES LLC | History | No change | 5,077 | 338 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, LLC | History | No change | 5,051 | 335 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gryphon Financial Partners LLC | History | No change | 4,935 | 328 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 4,907 | 326 | 0.23% | 0.23% | 279 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,830 | 321 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,823 | 321 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 4,744 | 315 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 4,740 | 315 | 0.11% | 0.11% | 283 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Family CFO Inc | History | No change | 4,673 | 311 | 0.12% | 0.12% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 4,626 | 308 | 0.19% | 0.19% | 285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 4,522 | 301 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 4,530 | 301 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Freedom Investment Management, Inc. | History | No change | 4,474 | 297 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 4,321 | 287 | 0.06% | 0.06% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,309 | 286 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 4,293 | 285 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,289 | 285 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 4,267 | 284 | 0.12% | 0.12% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 4,278 | 284 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,235 | 282 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GFS Advisors, LLC | History | No change | 570 | 279 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,203 | 279 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essex Bank | History | No change | 4,123 | 274 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 4,078 | 271 | 0.36% | 0.36% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,960 | 263 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |