iSHARES TRUST - IGIB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | No change | 69,309,525 | 3,685,187 | 6.54% | 6.54% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 15,069,486 | 801,244 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 13,057,366 | 694,260 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,875,957 | 471,934 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ALLSTATE CORP | History | No change | 8,255,575 | 438,948 | 4.38% | 4.38% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 7,886,379 | 419,318 | 0.72% | 0.72% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,417,105 | 341,197 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,315,414 | 335,790 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 5,845,766 | 311,111 | 8.65% | 8.65% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,223,434 | 277,729 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,139,507 | 220,097 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 4,086,840 | 217,297 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Matson Money. Inc. | History | No change | 3,824,777 | 203,363 | 5.66% | 5.66% | 13 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,520,343 | 186,866 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,467,006 | 184,340 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,090,560 | 164,325 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,883,337 | 153,307 | 2.82% | 2.82% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,817,095 | 149,784 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,476,291 | 131,664 | 0.13% | 0.13% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,247,726 | 119,511 | 4.71% | 4.71% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | No change | 2,236,586 | 118,919 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 2,100,716 | 111,695 | 9.37% | 9.37% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,989,134 | 106,040 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,970,780 | 104,786 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,879,524 | 99,885 | 0.55% | 0.55% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,860,822 | 98,939 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 1,822,054 | 96,878 | 4.51% | 4.51% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,802,788 | 95,854 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BlackRock, Inc. | History | No change | 1,775,018 | 94,377 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,678,325 | 89,236 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,579,498 | 83,981 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haverford Trust Co | History | No change | 1,510,294 | 80,302 | 0.69% | 0.69% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,324,397 | 70,418 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,267,986 | 67,418 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,232,515 | 65,532 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RMG Wealth Management LLC | History | No change | 1,253,129 | 65,463 | 6.75% | 6.75% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 1,226,734 | 65,225 | 1.24% | 1.24% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,213,272 | 63,866 | 0.11% | 0.11% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 1,196,329 | 63,608 | 0.24% | 0.24% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Invest Advisors Inc. | History | No change | 1,181,331 | 62,811 | 3.79% | 3.79% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,167,359 | 62,068 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 1,072,165 | 56,535 | 0.62% | 0.62% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 1,018,889 | 54,174 | 9.23% | 9.23% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 395,799 | 51,654 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Dodds Wealth, LLC | History | No change | 923,932 | 49,125 | 11.05% | 11.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Retirement, LLC | History | No change | 846,629 | 45,015 | 2.47% | 2.47% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Flagstone Financial Management | History | No change | 843,498 | 44,848 | 10.03% | 10.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 823,390 | 43,779 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY TRUST CO | History | No change | 779,415 | 41,441 | 0.45% | 0.45% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 750,041 | 39,879 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 745,392 | 39,632 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 736,251 | 39,147 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Scarborough Advisors, LLC | History | No change | 694,175 | 36,812 | 4.23% | 4.23% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 689,410 | 36,655 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 680,000 | 36,155 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thoma Capital Management LLC | History | No change | 677,770 | 36,037 | 19.22% | 19.22% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ProVise Management Group, LLC | History | No change | 652,917 | 34,715 | 2.33% | 2.33% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | No change | 635,860 | 33,917 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 584,799 | 31,093 | 0.37% | 0.37% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 573,606 | 30,499 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 567,423 | 30,289 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 552,689 | 29,386 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 535,661 | 28,481 | 4.43% | 4.43% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 520,969 | 27,699 | 8.22% | 8.22% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cerity Partners LLC | History | No change | 505,318 | 26,867 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 497,068 | 26,429 | 3.29% | 3.29% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Partners Group, Inc | History | No change | 495,446 | 26,342 | 2.67% | 2.67% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NorthCoast Asset Management LLC | History | No change | 491,403 | 26,127 | 0.58% | 0.58% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIRCHBROOK, INC. | History | No change | 481,354 | 25,593 | 12.01% | 12.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GDS Wealth Management | History | No change | 468,142 | 24,891 | 1.18% | 1.18% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 467,698 | 24,867 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 455,375 | 24,212 | 1.05% | 1.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 441,461 | 23,472 | 3.06% | 3.06% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Black Diamond Financial, LLC | History | No change | 441,318 | 23,464 | 2.07% | 2.07% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CVS HEALTH Corp | History | No change | 440,000 | 23,394 | 10.39% | 10.39% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCK Partners, Inc. | History | No change | 423,132 | 22,497 | 10.84% | 10.84% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 423,035 | 22,492 | 0.37% | 0.37% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 414,219 | 22,024 | 0.61% | 0.61% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 401,224 | 21,333 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 400,135 | 21,275 | 1.0% | 1.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BAILARD, INC. | History | No change | 394,985 | 21,001 | 0.43% | 0.43% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisors Capital Management, LLC | History | No change | 394,976 | 21,000 | 0.22% | 0.22% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 392,521 | 20,870 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smith Salley Wealth Management | History | No change | 387,811 | 20,619 | 0.9% | 0.9% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Wealth Group, LLC | History | No change | 381,429 | 20,280 | 4.14% | 4.14% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 373,105 | 19,838 | 0.11% | 0.11% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DT Investment Partners, LLC | History | No change | 355,081 | 18,879 | 1.41% | 1.41% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 348,531 | 18,531 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 341,081 | 17,801 | 0.36% | 0.36% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Financial Group LLC | History | No change | 332,517 | 17,679 | 1.99% | 1.99% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Roundview Capital LLC | History | No change | 318,405 | 16,929 | 0.93% | 0.93% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 310,890 | 16,530 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 299,448 | 15,921 | 0.6% | 0.6% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 288,431 | 15,335 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 277,106 | 14,733 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Fin Capital, Inc. | History | No change | 276,970 | 14,726 | 2.13% | 2.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 276,207 | 14,685 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 271,160 | 14,417 | 1.32% | 1.32% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 267,934 | 14,246 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 261,214 | 13,888 | 3.36% | 3.36% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 259,994 | 13,823 | 0.37% | 0.37% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 257,358 | 13,683 | 0.73% | 0.73% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 255,644 | 13,592 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 254,606 | 13,549 | 0.22% | 0.22% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 254,655 | 13,539 | 0.16% | 0.16% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 253,160 | 13,460 | 2.4% | 2.4% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Caldwell Trust Co | History | No change | 250,113 | 13,298 | 1.08% | 1.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 246,523 | 13,107 | 0.79% | 0.79% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 242,741 | 12,906 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 242,743 | 12,906 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 242,572 | 12,897 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 237,811 | 12,644 | 0.78% | 0.78% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 234,126 | 12,448 | 2.1% | 2.1% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 232,254 | 12,348 | 2.35% | 2.35% | 114 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 232,254 | 12,348 | 2.35% | 2.35% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 231,299 | 12,298 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mendota Financial Group, LLC | History | No change | 230,266 | 12,243 | 7.59% | 7.59% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Wealth Partners, LLC | History | No change | 228,606 | 12,154 | 1.73% | 1.73% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 228,395 | 12,143 | 1.09% | 1.09% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 223,045 | 11,859 | 4.18% | 4.18% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 220,463 | 11,722 | 0.33% | 0.33% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TPG Financial Advisors, LLC | History | No change | 218,163 | 11,599 | 3.46% | 3.46% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 218,148 | 11,598 | 3.63% | 3.63% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SEMITAM BONAM LLC | History | No change | 215,503 | 11,458 | 8.42% | 8.42% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 213,516 | 11,353 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 209,596 | 11,144 | 4.67% | 4.67% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | No change | 209,320 | 11,129 | 0.28% | 0.28% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TICINO WEALTH | History | No change | 203,319 | 10,810 | 3.41% | 3.41% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Empowered Funds, LLC | History | No change | 203,993 | 10,802 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mittelman Wealth Management | History | No change | 39,056 | 10,611 | 7.02% | 7.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Banque Transatlantique SA | History | No change | 199,121 | 10,587 | 0.23% | 0.23% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 193,657 | 10,297 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 191,034 | 10,157 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REBALANCE, LLC | History | No change | 189,127 | 10,055 | 0.53% | 0.53% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewSquare Capital LLC | History | No change | 189,074 | 10,053 | 0.74% | 0.74% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMJ Financial Wealth Management | History | No change | 187,237 | 9,964 | 2.35% | 2.35% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 187,129 | 9,949 | 0.73% | 0.73% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthRock Partners, LLC | History | No change | 186,286 | 9,904 | 0.14% | 0.14% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 183,028 | 9,731 | 0.29% | 0.29% | 139 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 182,316 | 9,693 | 1.18% | 1.18% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phoenix Financial Ltd. | History | No change | 182,199 | 9,682 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freestate Advisors LLC | History | No change | 180,403 | 9,592 | 7.17% | 7.17% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PROFFITT & GOODSON INC | History | No change | 169,812 | 9,028 | 1.24% | 1.24% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 169,163 | 8,994 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 169,105 | 8,991 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Compound Planning, Inc. | History | No change | 168,033 | 8,934 | 0.23% | 0.23% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THEORY FINANCIAL LLC | History | No change | 166,224 | 8,838 | 2.79% | 2.79% | 147 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | No change | 165,718 | 8,811 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 165,611 | 8,803 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspen Investment Management Inc | History | No change | 162,040 | 8,616 | 2.32% | 2.32% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mutual Advisors, LLC | History | No change | 162,056 | 8,616 | 0.16% | 0.16% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 161,242 | 8,573 | 1.43% | 1.43% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 158,867 | 8,446 | 0.23% | 0.23% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Destination Wealth Management | History | No change | 153,126 | 8,141 | 0.19% | 0.19% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 146,736 | 7,801 | 1.58% | 1.58% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asio Capital, LLC | History | No change | 146,190 | 7,772 | 1.0% | 1.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 142,552 | 7,579 | 0.76% | 0.76% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Darrow Company, Inc. | History | No change | 141,012 | 7,501 | 2.91% | 2.91% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Betterment LLC | History | No change | 140,587 | 7,475 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 140,153 | 7,451 | 4.0% | 4.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 138,502 | 7,364 | 1.17% | 1.17% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 136,376 | 7,251 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 135,227 | 7,190 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 131,233 | 6,977 | 1.68% | 1.68% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maia Wealth LLC | History | No change | 131,046 | 6,967 | 1.03% | 1.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Goldstone Financial Group, LLC | History | No change | 130,482 | 6,937 | 0.63% | 0.63% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 129,223 | 6,870 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 128,121 | 6,812 | 0.19% | 0.19% | 168 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 127,384 | 6,773 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 125,437 | 6,669 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 125,443 | 6,669 | 0.08% | 0.08% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balance Wealth Partners LLC | History | No change | 122,537 | 6,515 | 1.73% | 1.73% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investment Research Partners LLC | History | No change | 121,847 | 6,478 | 2.19% | 2.19% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RiverFront Investment Group, LLC | History | No change | 118,379 | 6,294 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| One Wealth Map LLC | History | No change | 119,212 | 6,231 | 2.83% | 2.83% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 116,746 | 6,207 | 0.36% | 0.36% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 116,030 | 6,169 | 3.05% | 3.05% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 114,881 | 6,108 | 0.72% | 0.72% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 114,780 | 6,102 | 1.4% | 1.4% | 179 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Herold Advisors, Inc. | History | No change | 109,570 | 5,829 | 1.15% | 1.15% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 109,441 | 5,818 | 0.25% | 0.25% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 108,384 | 5,721 | 3.44% | 3.44% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 106,302 | 5,652 | 3.93% | 3.93% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JB Capital LLC | History | No change | 104,696 | 5,566 | 0.19% | 0.19% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONNING INC. | History | No change | 100,754 | 5,357 | 0.16% | 0.16% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 100,402 | 5,338 | 1.97% | 1.97% | 186 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 97,660 | 5,261 | 0.74% | 0.74% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Viaable, LLC | History | No change | 98,145 | 5,211 | 4.32% | 4.32% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 97,750 | 5,197 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shelter Mutual Insurance Co | History | No change | 97,200 | 5,167 | 1.09% | 1.09% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HM PAYSON & CO | History | No change | 94,511 | 5,025 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 93,852 | 4,990 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 92,462 | 4,916 | 0.44% | 0.44% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Man Group plc | History | No change | 92,416 | 4,913 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 90,560 | 4,815 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 90,164 | 4,794 | 0.22% | 0.22% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PEOPLES BANK /OH | History | No change | 89,259 | 4,745 | 2.44% | 2.44% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 88,576 | 4,709 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Banco Santander, S.A. | History | No change | 87,712 | 4,663 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 85,589 | 4,550 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Investment Management, LLC | History | No change | 84,963 | 4,517 | 0.16% | 0.16% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 84,674 | 4,502 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 83,954 | 4,463 | 0.29% | 0.29% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 83,675 | 4,449 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 83,212 | 4,424 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | No change | 83,172 | 4,422 | 0.53% | 0.53% | 206 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 83,075 | 4,417 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XML Financial, LLC | History | No change | 81,823 | 4,350 | 0.32% | 0.32% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 1832 Asset Management L.P. | History | No change | 81,697 | 4,343 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 81,404 | 4,328 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiduciary Alliance LLC | History | No change | 80,224 | 4,265 | 0.29% | 0.29% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FDx Advisors, Inc. | History | No change | 78,217 | 4,159 | 1.25% | 1.25% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 75,788 | 4,029 | 0.97% | 0.97% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisory Group LLC | History | No change | 75,306 | 4,004 | 0.22% | 0.22% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Center For Asset Management LLC | History | No change | 74,538 | 3,963 | 1.76% | 1.76% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 73,864 | 3,927 | 0.4% | 0.4% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chesley Taft & Associates LLC | History | No change | 73,726 | 3,920 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 73,436 | 3,904 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 72,763 | 3,868 | 0.45% | 0.45% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INVESTED ADVISORS | History | No change | 72,615 | 3,860 | 3.41% | 3.41% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | No change | 71,954 | 3,825 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 70,867 | 3,768 | 0.27% | 0.27% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 70,807 | 3,764 | 2.87% | 2.87% | 223 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 70,315 | 3,738 | 1.53% | 1.53% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 70,224 | 3,733 | 2.49% | 2.49% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthstar Advisors, LLC | History | No change | 70,012 | 3,722 | 1.09% | 1.09% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SWS Partners | History | No change | 69,976 | 3,720 | 0.8% | 0.8% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 68,383 | 3,650 | 0.12% | 0.12% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 68,461 | 3,638 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Israel Discount Bank of New York | History | No change | 67,106 | 3,568 | 6.61% | 6.61% | 230 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Management, Inc. | History | No change | 66,386 | 3,529 | 2.89% | 2.89% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Diamond Partners, LLC | History | No change | 63,843 | 3,394 | 0.58% | 0.58% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DMC Group, LLC | History | No change | 63,399 | 3,370 | 2.31% | 2.31% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| North Dakota State Investment Board | History | No change | 63,000 | 3,349 | 0.14% | 0.14% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Procyon Advisors, LLC | History | No change | 62,663 | 3,331 | 0.14% | 0.14% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | No change | 62,431 | 3,137 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 58,905 | 3,131 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 58,397 | 3,104 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NWAM LLC | History | No change | 58,039 | 3,085 | 0.15% | 0.15% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ADVISORY RESEARCH INC | History | No change | 57,761 | 3,071 | 0.31% | 0.31% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 57,516 | 3,058 | 0.12% | 0.12% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 57,211 | 3,041 | 0.61% | 0.61% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SCS Capital Management LLC | History | No change | 56,117 | 2,983 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 54,807 | 2,914 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 53,740 | 2,857 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TAGStone Capital, Inc. | History | No change | 53,409 | 2,839 | 0.9% | 0.9% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 52,815 | 2,808 | 0.6% | 0.6% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 52,650 | 2,799 | 1.51% | 1.51% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Courage Miller Partners, LLC | History | No change | 51,690 | 2,748 | 0.73% | 0.73% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 51,336 | 2,729 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 50,810 | 2,701 | 0.63% | 0.63% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fisher Asset Management, LLC | History | No change | 49,385 | 2,625 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 49,275 | 2,619 | 1.03% | 1.03% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avail Investment Partners, LLC | History | No change | 49,232 | 2,617 | 2.02% | 2.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ballentine Partners, LLC | History | No change | 48,924 | 2,601 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 48,509 | 2,579 | 0.2% | 0.2% | 256 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JT Stratford LLC | History | No change | 48,484 | 2,577 | 0.28% | 0.28% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 48,258 | 2,565 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 47,042 | 2,501 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 47,002 | 2,499 | 0.9% | 0.9% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 46,385 | 2,466 | 0.53% | 0.53% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hilltop Holdings Inc. | History | No change | 46,163 | 2,454 | 0.19% | 0.19% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 45,848 | 2,437 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Diversified Portfolios, Inc. | History | No change | 45,075 | 2,396 | 0.17% | 0.17% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keeler Thomas Management LLC | History | No change | 44,575 | 2,370 | 0.84% | 0.84% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forza Wealth Management, LLC | History | No change | 44,461 | 2,363 | 0.72% | 0.72% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 44,289 | 2,354 | 0.14% | 0.14% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 44,168 | 2,348 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Counsel, LLC | History | No change | 43,788 | 2,328 | 0.29% | 0.29% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 43,464 | 2,310 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 43,863 | 2,288 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Winter & Associates, Inc. | History | No change | 42,325 | 2,250 | 1.69% | 1.69% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 41,175 | 2,189 | 0.07% | 0.07% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Busey Bank | History | No change | 40,842 | 2,171 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Wealth Management LLC | History | No change | 40,593 | 2,158 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Charles Schwab Trust Co | History | No change | 40,219 | 2,138 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strategic Investment Advisors / MI | History | No change | 39,710 | 2,111 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squire Investment Management Company, LLC | History | No change | 39,657 | 2,108 | 0.51% | 0.51% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEEDS INVESTOR LLC | History | No change | 39,499 | 2,100 | 0.22% | 0.22% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 39,136 | 2,080 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 38,127 | 2,027 | 0.51% | 0.51% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Montecito Bank & Trust | History | Added to | 40,050 | 2,016 | 0.31% | 0.32% | 282 | +70 | 0.18% | Q3 2026 | Oct 01, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 37,843 | 2,012 | 1.24% | 1.24% | 283 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cumberland Partners Ltd | History | No change | 37,673 | 2,003 | 0.13% | 0.13% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 37,361 | 1,986 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 37,070 | 1,971 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 36,971 | 1,965 | 0.11% | 0.11% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 36,120 | 1,921 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVIS R M INC | History | No change | 36,050 | 1,916 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Royal Fund Management, LLC | History | No change | 35,704 | 1,898 | 0.16% | 0.16% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 35,269 | 1,875 | 1.08% | 1.08% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WESPAC Advisors, LLC | History | No change | 34,597 | 1,839 | 0.9% | 0.9% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 34,310 | 1,831 | 0.16% | 0.16% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Urban Wealth Management, LLC | History | No change | 34,094 | 1,812 | 1.58% | 1.58% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 33,800 | 1,797 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 33,228 | 1,779 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 32,983 | 1,753 | 0.19% | 0.19% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 32,763 | 1,742 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 31,697 | 1,685 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 31,667 | 1,683 | 0.55% | 0.55% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |