iSHARES TRUST - IGM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,232,078 | 528,703 | 0.03% | 0.03% | 1 | -120,722 | -3.6% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,351,927 | 384,728 | 0.02% | 0.02% | 2 | +19,157 | 0.82% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,102,124 | 343,865 | 6.19% | 4.46% | 3 | +244,092 | 13.14% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,659,888 | 271,524 | 0.07% | 0.06% | 4 | -92,485 | -5.28% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,655,001 | 270,725 | 0.06% | 0.06% | 5 | -126,025 | -7.08% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | Reduced | 1,358,497 | 222,222 | 0.05% | 0.05% | 6 | -90,804 | -6.27% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,194,984 | 195,475 | 0.03% | 0.03% | 7 | -39,807 | -3.22% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 944,121 | 154,439 | 0.19% | 0.16% | 8 | -8,332 | -0.87% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 933,207 | 152,654 | 0.18% | 0.16% | 9 | -85,852 | -8.42% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 913,067 | 145,999 | 0.01% | 0.01% | 10 | -322,994 | -26.13% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 873,191 | 142,837 | 0.28% | 0.29% | 11 | -124,914 | -12.52% | Q2 2026 | Aug 05, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 714,852 | 116,942 | 2.61% | 2.39% | 12 | -121,197 | -14.5% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 695,523 | 113,773 | 0.04% | 0.0% | 13 | +674,756 | 3249.17% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | Reduced | 603,056 | 98,647 | 2.3% | 1.91% | 14 | -17,598 | -2.84% | Q2 2026 | Aug 14, 2026 |
| Gray Foundation | History | No change | 559,116 | 91,460 | 20.16% | 16.7% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | Reduced | 541,084 | 88,510 | 0.01% | 0.01% | 16 | -23,201 | -4.11% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 523,630 | 85,796 | 0.02% | 0.01% | 17 | -22,930 | -4.2% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 480,102 | 78,535 | 0.1% | 0.08% | 18 | -11,635 | -2.37% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 446,206 | 72,990 | 0.37% | 0.49% | 19 | -365,361 | -45.02% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 413,258 | 67,600 | 0.01% | 0.01% | 20 | +29,973 | 7.82% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 404,890 | 66,231 | 0.1% | 0.16% | 21 | -77,410 | -16.05% | Q2 2026 | Jul 22, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 341,472 | 55,857 | 5.48% | 5.04% | 22 | -3,693 | -1.07% | Q2 2026 | Aug 10, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 327,192 | 53,521 | 0.67% | 0.68% | 23 | -41,593 | -11.28% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 282,184 | 46,160 | 0.04% | 0.03% | 24 | -5,836 | -2.03% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | Reduced | 257,300 | 42,089 | 0.03% | 0.03% | 25 | -78,439 | -23.36% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 255,742 | 41,834 | 6.48% | 5.48% | 26 | -318 | -0.12% | Q2 2026 | Jul 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 254,167 | 41,576 | 0.02% | 0.02% | 27 | -37,637 | -12.9% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 243,168 | 39,783 | 0.05% | 0.04% | 28 | +25,643 | 11.79% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | New | 27 | 38,205 | 3.16% | — | 29 | +27 | New | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 229,127 | 37,480 | 0.1% | 0.08% | 30 | -345 | -0.15% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Reduced | 225,825 | 36,940 | 0.16% | 0.11% | 31 | -6,646 | -2.86% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 184,430 | 30,169 | 0.0% | 0.0% | 32 | -5,129 | -2.71% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 153,650 | 25,134 | 0.02% | 0.02% | 33 | +2,279 | 1.51% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 145,612 | 23,819 | 0.02% | 0.02% | 34 | -167 | -0.11% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 144,540 | 23,643 | 0.11% | — | 35 | +144,540 | New | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | Reduced | 131,527 | 21,515 | 0.44% | 0.37% | 36 | -4,213 | -3.1% | Q2 2026 | Jul 30, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 128,824 | 21,072 | 2.63% | 2.03% | 37 | +5,400 | 4.38% | Q2 2026 | Aug 04, 2026 |
| Mathes Company, Inc. | History | No change | 123,235 | 20,159 | 6.26% | 5.34% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seven Bridges Advisors LLC | History | New | 121,642 | 19,898 | 9.59% | — | 39 | +121,642 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 119,676 | 19,576 | 0.04% | 0.04% | 40 | -3,207 | -2.61% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 109,692 | 17,943 | 0.03% | 0.02% | 41 | -2,643 | -2.35% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 107,390 | 17,566 | 0.03% | 0.03% | 42 | -15,813 | -12.83% | Q2 2026 | Jul 30, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 106,089 | 17,354 | 6.05% | 5.24% | 43 | -5,720 | -5.12% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 105,670 | 17,285 | 0.08% | 0.07% | 44 | +659 | 0.63% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 105,421 | 17,244 | 0.1% | 0.09% | 45 | -10,508 | -9.06% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 104,451 | 17,086 | 0.04% | 0.03% | 46 | +408 | 0.39% | Q2 2026 | Jul 27, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 101,456 | 16,596 | 8.84% | 6.97% | 47 | -260 | -0.26% | Q2 2026 | Jul 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 101,013 | 16,523 | 0.09% | 0.0% | 48 | +97,299 | 2619.79% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 100,908 | 16,506 | 0.25% | 0.22% | 49 | -2,323 | -2.25% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | Reduced | 100,862 | 16,499 | 0.02% | 0.02% | 50 | -2,465 | -2.39% | Q2 2026 | Aug 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 100,478 | 16,436 | 0.2% | 0.19% | 51 | -488 | -0.48% | Q2 2026 | Jul 22, 2026 |
| Decker Wealth Management LLC | History | Reduced | 100,285 | 16,404 | 3.48% | 2.79% | 52 | -3,585 | -3.45% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 93,447 | 15,286 | 0.01% | 0.01% | 53 | -5,520 | -5.58% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | Added to | 89,756 | 14,735 | 0.06% | 0.05% | 54 | +3,514 | 4.07% | Q2 2026 | Aug 14, 2026 |
| Fairscale Capital, LLC | History | Reduced | 86,158 | 14,093 | 8.42% | 7.09% | 55 | -341 | -0.39% | Q2 2026 | Aug 07, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 75,801 | 12,399 | 0.23% | 0.2% | 56 | +925 | 1.24% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 74,533 | 12,192 | 0.02% | 0.02% | 57 | +2,364 | 3.28% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 71,400 | 11,679 | 0.0% | 0.0% | 58 | -81,621 | -53.34% | Q2 2026 | Sep 02, 2026 |
| Prostatis Group LLC | History | Reduced | 70,638 | 11,554 | 2.69% | 2.59% | 59 | -14,634 | -17.16% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 69,486 | 11,366 | 0.05% | 0.03% | 60 | +17,169 | 32.82% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 70,435 | 10,980 | 0.0% | 0.0% | 61 | +7,973 | 12.76% | Q2 2026 | Aug 14, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 66,166 | 10,823 | 2.15% | 1.85% | 62 | -1,649 | -2.43% | Q2 2026 | Jul 24, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 62,863 | 10,283 | 0.0% | 0.0% | 63 | -370 | -0.59% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 61,354 | 10,036 | 0.15% | — | 64 | +61,354 | New | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 59,498 | 9,732 | 0.08% | 0.06% | 65 | +9,335 | 18.61% | Q2 2026 | Jul 27, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 58,690 | 9,602 | 0.04% | 0.03% | 66 | -876 | -1.47% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 58,381 | 9,549 | 0.29% | 0.27% | 67 | -5,754 | -8.97% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 57,165 | 9,351 | 0.01% | 0.01% | 68 | -1,236 | -2.12% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 56,977 | 9,320 | 0.08% | 0.08% | 69 | -12,286 | -17.74% | Q2 2026 | Aug 06, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 56,836 | 9,297 | 4.05% | 3.85% | 70 | -3,120 | -5.2% | Q2 2026 | Jul 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 55,973 | 9,156 | 0.85% | 0.69% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 51,531 | 8,429 | 4.05% | 2.93% | 72 | -977 | -1.86% | Q2 2026 | Aug 14, 2026 |
| Asset Management Group, Inc. | History | Reduced | 51,524 | 8,428 | 1.23% | 1.06% | 73 | -4,018 | -7.23% | Q2 2026 | Aug 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 49,955 | 8,171 | 0.38% | 0.32% | 74 | -3,062 | -5.78% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Reduced | 47,588 | 7,784 | 0.01% | 0.02% | 75 | -82,726 | -63.48% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,383 | 7,750 | 0.02% | 0.02% | 76 | +2,424 | 5.39% | Q2 2026 | Aug 12, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 46,640 | 7,629 | 1.57% | 1.34% | 77 | +3,048 | 6.99% | Q2 2026 | Jul 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 45,452 | 7,435 | 0.0% | 0.0% | 78 | +1,639 | 3.74% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 44,353 | 7,255 | 0.0% | 0.0% | 79 | +2,805 | 6.75% | Q2 2026 | Aug 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 43,740 | 7,154 | 2.08% | 1.63% | 80 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| VMS Asset Management Limited | History | Reduced | 41,725 | 6,825 | 2.17% | 5.14% | 81 | -29,295 | -41.25% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Added to | 41,294 | 6,754 | 0.0% | 0.0% | 82 | +1,208 | 3.01% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 40,505 | 6,625 | 0.02% | 0.02% | 83 | -128 | -0.32% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 40,369 | 6,603 | 0.0% | 0.0% | 84 | -1,904 | -4.5% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 38,779 | 6,343 | 0.03% | 0.03% | 85 | -1,627 | -4.03% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 38,769 | 6,341 | 0.01% | 0.01% | 86 | -2,311 | -5.63% | Q2 2026 | Aug 05, 2026 |
| KKM Financial LLC | History | Reduced | 38,509 | 6,299 | 0.86% | 0.99% | 87 | -4,458 | -10.38% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 38,384 | 6,278 | 0.01% | 0.01% | 88 | +725 | 1.93% | Q2 2026 | Aug 13, 2026 |
| Paragon Advisors, LLC | History | Added to | 38,366 | 6,275 | 1.32% | 1.21% | 89 | +397 | 1.05% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 38,250 | 6,256 | 0.0% | 0.0% | 90 | -3,466 | -8.31% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 35,571 | 5,818 | 0.07% | 0.06% | 91 | -1,058 | -2.89% | Q2 2026 | Aug 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 35,257 | 5,767 | 1.24% | 0.99% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 35,000 | 5,725 | 1.24% | 1.04% | 93 | -1,273 | -3.51% | Q2 2026 | Aug 14, 2026 |
| Campion Asset Management | History | Added to | 34,297 | 5,610 | 3.42% | 2.72% | 94 | +435 | 1.28% | Q2 2026 | Jul 28, 2026 |
| Avior Wealth Management, LLC | History | New | 33,917 | 5,548 | 0.15% | — | 95 | +33,917 | New | Q2 2026 | Jul 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 33,162 | 5,424 | 0.39% | 0.32% | 96 | -260 | -0.78% | Q2 2026 | Jul 16, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 41,725 | 5,394 | 0.06% | — | 97 | +41,725 | New | Q2 2026 | Jul 16, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 30,172 | 4,886 | 2.98% | 2.3% | 98 | +563 | 1.9% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | Added to | 29,591 | 4,840 | 0.0% | 0.0% | 99 | +4,188 | 16.49% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,403 | 4,809 | 0.01% | 0.0% | 100 | +1,117 | 3.95% | Q2 2026 | Aug 19, 2026 |
| Keystone Global Partners, LLC | History | No change | 28,003 | 4,580 | 1.73% | 1.47% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Freedom, LLC | History | Added to | 27,847 | 4,555 | 2.09% | 1.63% | 102 | +178 | 0.64% | Q2 2026 | Aug 05, 2026 |
| Hilltop Holdings Inc. | History | Added to | 27,754 | 4,539 | 0.35% | 0.29% | 103 | +803 | 2.98% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 27,486 | 4,496 | 0.1% | 0.08% | 104 | -365 | -1.31% | Q2 2026 | Aug 14, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 27,273 | 4,461 | 3.48% | 3.04% | 105 | -2,553 | -8.56% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 26,940 | 4,406 | 0.14% | 0.12% | 106 | -288 | -1.06% | Q2 2026 | Jul 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 26,748 | 4,375 | 0.05% | 0.04% | 107 | +147 | 0.55% | Q2 2026 | Jul 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 25,866 | 4,231 | 0.07% | 0.06% | 108 | +28 | 0.11% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 25,733 | 4,209 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 25,593 | 4,186 | 0.01% | 0.01% | 110 | -100 | -0.39% | Q2 2026 | Aug 13, 2026 |
| Wallace Hart LLC | History | Added to | 25,447 | 4,162 | 2.6% | 3.95% | 111 | +1,260 | 5.21% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 24,912 | 4,075 | 0.41% | 0.38% | 112 | -3,400 | -12.01% | Q2 2026 | Jul 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 24,194 | 3,957 | 0.03% | 0.03% | 113 | -1,177 | -4.64% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 24,509 | 3,918 | 0.21% | 0.17% | 114 | +535 | 2.23% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,176 | 3,906 | 0.01% | 0.01% | 115 | -2,897 | -10.7% | Q2 2026 | Jul 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 23,651 | 3,869 | 0.16% | 0.05% | 116 | +10,408 | 78.59% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 23,580 | 3,857 | 0.04% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 22,617 | 3,700 | 0.02% | 0.02% | 118 | -1,614 | -6.66% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,194 | 3,630 | 0.01% | 0.01% | 119 | +100 | 0.45% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 22,140 | 3,621 | 0.01% | 0.01% | 120 | -5,122 | -18.79% | Q2 2026 | Aug 05, 2026 |
| Arete Wealth Advisors, LLC | History | New | 21,506 | 3,517 | 0.23% | — | 121 | +21,506 | New | Q2 2026 | Aug 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 20,556 | 3,345 | 0.02% | 0.02% | 122 | -977 | -4.54% | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 20,381 | 3,333 | 0.22% | 0.17% | 123 | +232 | 1.15% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 19,932 | 3,260 | 0.02% | 0.01% | 124 | -941 | -4.51% | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,800 | 3,238 | 0.0% | 0.0% | 125 | -29,375 | -59.74% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 19,416 | 3,176 | 0.2% | 0.19% | 126 | -2,777 | -12.51% | Q2 2026 | Aug 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 19,417 | 3,174 | 0.0% | 0.0% | 127 | -154 | -0.79% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Reduced | 19,346 | 3,164 | 0.03% | 0.03% | 128 | -1,422 | -6.85% | Q2 2026 | Jul 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 19,177 | 3,136 | 0.0% | 0.0% | 129 | +12,980 | 209.46% | Q2 2026 | Aug 14, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Added to | 18,468 | 3,020 | 1.22% | 0.43% | 130 | +11,263 | 156.32% | Q2 2026 | Aug 14, 2026 |
| BXM Wealth LLC | History | Reduced | 17,572 | 2,874 | 1.56% | 1.61% | 131 | -50 | -0.28% | Q2 2026 | Jul 24, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 17,492 | 2,861 | 0.0% | 0.0% | 132 | -89,478 | -83.65% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 24,055 | 2,850 | 0.0% | 0.0% | 133 | -3,994 | -14.24% | Q2 2026 | Aug 14, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 17,302 | 2,830 | 1.01% | 0.8% | 134 | -100 | -0.57% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 17,033 | 2,786 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SteelPeak Wealth, LLC | History | New | 16,928 | 2,769 | 0.07% | — | 136 | +16,928 | New | Q2 2026 | Jul 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 16,513 | 2,701 | 0.23% | 0.19% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | Added to | 16,509 | 2,700 | 0.0% | 0.0% | 138 | +10,904 | 194.54% | Q2 2026 | Aug 14, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 16,501 | 2,699 | 1.06% | 0.96% | 139 | -2,092 | -11.25% | Q2 2026 | Jul 13, 2026 |
| Copia Wealth Management | History | Added to | 16,465 | 2,693 | 1.62% | 1.26% | 140 | +1,016 | 6.58% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,442 | 2,689 | 0.02% | 0.01% | 141 | +9,315 | 130.7% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 16,111 | 2,635 | 0.0% | 0.0% | 142 | -2,707 | -14.39% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 15,416 | 2,521 | 0.03% | 0.01% | 143 | +9,003 | 140.39% | Q2 2026 | Aug 07, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 15,189 | 2,484 | 0.27% | 0.22% | 144 | -90 | -0.59% | Q2 2026 | Aug 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 15,120 | 2,473 | 0.93% | 0.76% | 145 | -600 | -3.82% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,874 | 2,433 | 0.0% | 0.0% | 146 | +2,435 | 19.58% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 14,830 | 2,425 | 1.29% | 1.24% | 147 | -281 | -1.86% | Q2 2026 | Aug 10, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 14,587 | 2,386 | 0.42% | 0.41% | 148 | -2,113 | -12.65% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 14,336 | 2,345 | 0.02% | 0.03% | 149 | -10,139 | -41.43% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 14,318 | 2,342 | 0.0% | — | 150 | +14,318 | New | Q2 2026 | Aug 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 14,264 | 2,333 | 0.33% | 0.22% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,096 | 2,305 | 0.04% | 0.03% | 152 | +17 | 0.12% | Q2 2026 | Aug 10, 2026 |
| Keebeck Wealth Management | History | Reduced | 13,987 | 2,287 | 0.22% | 0.19% | 153 | -81 | -0.58% | Q2 2026 | Aug 11, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 13,917 | 2,276 | 0.53% | 0.01% | 154 | +13,665 | 5422.62% | Q2 2026 | Jul 24, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 13,888 | 2,271 | 0.14% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Added to | 13,783 | 2,254 | 0.0% | 0.0% | 156 | +2,691 | 24.26% | Q2 2026 | Aug 03, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 13,553 | 2,216 | 0.08% | 0.06% | 157 | +3 | 0.02% | Q2 2026 | Aug 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 13,500 | 2,208 | 0.07% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 13,142 | 2,150 | 0.57% | 0.49% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Security Financial Services, INC. | History | No change | 12,608 | 2,062 | 0.29% | 0.24% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,513 | 2,046 | 0.04% | 0.03% | 161 | +1,392 | 12.52% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | Added to | 12,493 | 2,043 | 0.05% | 0.04% | 162 | +795 | 6.8% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | New | 13,335 | 2,021 | 0.03% | — | 163 | +13,335 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 13,335 | 2,021 | 0.03% | 0.04% | 164 | -875 | -6.16% | Q2 2026 | Jul 29, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 12,140 | 1,985 | 0.17% | 0.14% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 12,059 | 1,973 | 0.12% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 11,949 | 1,954 | 0.0% | 0.0% | 167 | -1,492 | -11.1% | Q2 2026 | Aug 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 11,826 | 1,934 | 0.24% | 0.29% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 11,624 | 1,901 | 0.17% | 0.14% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,543 | 1,888 | 0.0% | 0.0% | 170 | -249 | -2.11% | Q2 2026 | Aug 13, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 11,527 | 1,885 | 0.21% | 0.17% | 171 | -131 | -1.12% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Reduced | 11,206 | 1,833 | 0.02% | 0.05% | 172 | -10,699 | -48.84% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 11,161 | 1,826 | 0.01% | 0.01% | 173 | -1,479 | -11.7% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 11,135 | 1,821 | 0.01% | 0.01% | 174 | +1,919 | 20.82% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 11,034 | 1,783 | 0.17% | 0.13% | 175 | +2,367 | 27.31% | Q2 2026 | Jul 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 10,800 | 1,766 | 0.27% | 0.14% | 176 | -2 | -0.02% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,782 | 1,763 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 10,479 | 1,714 | 0.02% | 0.02% | 178 | +538 | 5.41% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,340 | 1,691 | 0.02% | 0.02% | 179 | -5 | -0.05% | Q2 2026 | Jul 22, 2026 |
| Empirical Asset Management, LLC | History | Added to | 10,289 | 1,683 | 0.38% | 0.31% | 180 | +418 | 4.23% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,282 | 1,681 | 0.08% | 0.01% | 181 | +9,355 | 1009.17% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,166 | 1,663 | 0.02% | 0.01% | 182 | +726 | 7.69% | Q2 2026 | Jul 24, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 10,143 | 1,659 | 0.07% | 0.02% | 183 | +7,261 | 251.94% | Q2 2026 | Jul 28, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 9,620 | 1,573 | 0.34% | 0.27% | 184 | +11 | 0.11% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,569 | 1,565 | 0.02% | 0.02% | 185 | -416 | -4.17% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 9,396 | 1,536 | 0.01% | 0.0% | 186 | +888 | 10.44% | Q2 2026 | Aug 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 9,369 | 1,532 | 0.41% | 0.34% | 187 | -149 | -1.57% | Q2 2026 | Jul 20, 2026 |
| Cypress Wealth Services, LLC | History | No change | 9,364 | 1,531 | 0.19% | 0.16% | 188 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 9,292 | 1,519 | 0.08% | 0.07% | 189 | -179 | -1.89% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 9,280 | 1,518 | 0.01% | 0.01% | 190 | -2 | -0.02% | Q2 2026 | Aug 03, 2026 |
| AlTi Global, Inc. | History | Added to | 9,213 | 1,507 | 0.03% | 0.02% | 191 | +713 | 8.39% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,210 | 1,506 | 0.01% | 0.01% | 192 | -220 | -2.33% | Q2 2026 | Jul 24, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 9,145 | 1,495 | 0.17% | 0.18% | 193 | -1,662 | -15.38% | Q2 2026 | Jul 21, 2026 |
| Keel Point, LLC | History | No change | 9,100 | 1,488 | 0.09% | 0.07% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | History | No change | 9,000 | 1,472 | 0.48% | 0.44% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 8,950 | 1,464 | 0.02% | 0.01% | 196 | -50 | -0.56% | Q2 2026 | Aug 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 8,943 | 1,462 | 0.35% | 0.29% | 197 | +2 | 0.02% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,910 | 1,457 | 0.03% | 0.03% | 198 | -655 | -6.85% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,854 | 1,448 | 0.01% | 0.01% | 199 | +3 | 0.03% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,749 | 1,431 | 0.0% | 0.0% | 200 | +1,128 | 14.8% | Q2 2026 | Aug 11, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 8,710 | 1,424 | 0.44% | 0.43% | 201 | +44 | 0.51% | Q2 2026 | Aug 20, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 8,635 | 1,412 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 8,615 | 1,409 | 0.05% | 0.26% | 203 | -40,454 | -82.44% | Q2 2026 | Jul 02, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 8,594 | 1,405 | 0.13% | 0.1% | 204 | -76 | -0.88% | Q2 2026 | Jul 16, 2026 |
| Kearns & Associates LLC | History | No change | 8,226 | 1,345 | 0.63% | 0.52% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Belvedere Trading LLC | History | New | 8,118 | 1,327 | 0.0% | — | 206 | +8,118 | New | Q2 2026 | Jul 31, 2026 |
| Ascent Group, LLC | History | Reduced | 7,931 | 1,297 | 0.04% | 0.03% | 207 | -289 | -3.52% | Q2 2026 | Aug 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,814 | 1,278 | 0.01% | 0.01% | 208 | +5,809 | 289.73% | Q2 2026 | Aug 10, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 7,800 | 1,275 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 7,629 | 1,247 | 0.42% | 0.35% | 210 | +4 | 0.05% | Q2 2026 | Jul 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 7,575 | 1,239 | 0.06% | 0.05% | 211 | +47 | 0.62% | Q2 2026 | Jul 31, 2026 |
| Embree Financial Group | History | Added to | 7,396 | 1,209 | 0.12% | 0.1% | 212 | +2 | 0.03% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,310 | 1,195 | 0.01% | 1.78% | 213 | -1,070,473 | -99.32% | Q2 2026 | Aug 17, 2026 |
| Lazard Freres Gestion S.A.S. | History | No change | 7,110 | 1,163 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Citizens National Bank Trust Department | History | Added to | 7,094 | 1,160 | 0.17% | 0.13% | 215 | +384 | 5.72% | Q2 2026 | Jul 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 7,069 | 1,156 | 0.02% | 0.01% | 216 | -78 | -1.09% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,016 | 1,147 | 0.01% | 0.0% | 217 | +2,960 | 72.98% | Q2 2026 | Sep 08, 2026 |
| HUB Investment Partners, LLC | History | New | 7,000 | 1,145 | 0.02% | — | 219 | +7,000 | New | Q2 2026 | Jul 31, 2026 |
| WealthTrust Axiom LLC | History | No change | 7,000 | 1,145 | 0.26% | 0.2% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | No change | 6,773 | 1,107 | 0.06% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 6,697 | 1,095 | 0.22% | 0.25% | 221 | -1,723 | -20.46% | Q2 2026 | Jul 17, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 6,592 | 1,078 | 0.38% | 0.29% | 222 | -65 | -0.98% | Q2 2026 | Aug 17, 2026 |
| Rare Wolf Capital LLC | History | No change | 6,474 | 1,059 | 0.68% | 0.5% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 6,416 | 1,049 | 0.22% | 0.18% | 224 | -12 | -0.19% | Q2 2026 | Aug 11, 2026 |
| Asempa Wealth Advisors | History | Reduced | 6,372 | 1,042 | 0.78% | 0.68% | 225 | -71 | -1.1% | Q2 2026 | Jul 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,360 | 1,040 | 0.04% | 0.04% | 226 | -284 | -4.27% | Q2 2026 | Aug 06, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 6,325 | 1,034 | 0.14% | 0.08% | 227 | +1,663 | 35.67% | Q2 2026 | Jul 29, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 6,245 | 1,021 | 0.37% | 0.32% | 228 | -446 | -6.67% | Q2 2026 | Jul 30, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 6,238 | 1,020 | 0.02% | 0.02% | 229 | -76 | -1.2% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisors, LLC | History | No change | 6,162 | 1,007 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,121 | 1,001 | 0.0% | 0.0% | 231 | -580 | -8.66% | Q2 2026 | Aug 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 6,113 | 999 | 0.06% | 0.05% | 232 | +1 | 0.02% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,078 | 994 | 0.03% | 0.02% | 233 | -71 | -1.15% | Q2 2026 | Aug 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 6,025 | 985 | 0.04% | 0.03% | 234 | +470 | 8.46% | Q2 2026 | Jul 21, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 6,012 | 983 | 0.53% | 0.42% | 235 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spruce Point Capital Management, LLC | History | No change | 6,000 | 981 | 1.7% | 0.78% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,965 | 975 | 0.0% | 0.0% | 237 | +300 | 5.3% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 5,929 | 970 | 0.1% | 0.08% | 238 | +315 | 5.61% | Q2 2026 | Jul 16, 2026 |
| Bollard Group LLC | History | Reduced | 5,903 | 966 | 0.03% | 0.02% | 240 | -508 | -7.92% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 5,906 | 966 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,896 | 964 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,871 | 960 | 0.02% | 0.02% | 242 | +45 | 0.77% | Q2 2026 | Jul 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 6,300 | 957 | 0.18% | 0.17% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 5,828 | 953 | 0.14% | 0.12% | 244 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 5,823 | 952 | 0.4% | 0.35% | 245 | -22 | -0.38% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 5,699 | 932 | 0.01% | 0.01% | 246 | +213 | 3.88% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,609 | 917 | 0.01% | 0.01% | 247 | -155 | -2.69% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 5,579 | 912 | 0.05% | 0.04% | 248 | +84 | 1.53% | Q2 2026 | Jul 20, 2026 |
| Tufton Capital Management | History | No change | 5,575 | 911 | 0.15% | 0.12% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 5,784 | 907 | 0.06% | 0.06% | 250 | -259 | -4.29% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 5,528 | 904 | 0.01% | 0.01% | 251 | -178 | -3.12% | Q2 2026 | Aug 14, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 5,478 | 896 | 0.25% | 0.22% | 252 | -169 | -2.99% | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 5,473 | 895 | 0.15% | 0.12% | 253 | +3 | 0.05% | Q2 2026 | Jul 21, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 5,415 | 885 | 0.14% | 0.12% | 254 | -758 | -12.28% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Added to | 5,405 | 884 | 0.02% | 0.01% | 255 | +1,980 | 57.81% | Q2 2026 | Jul 20, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 5,307 | 868 | 0.19% | 0.31% | 256 | -5,137 | -49.19% | Q2 2026 | Jul 28, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 5,300 | 866 | 0.11% | 0.09% | 257 | +295 | 5.89% | Q2 2026 | Aug 04, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 5,286 | 864 | 0.02% | 0.02% | 258 | +360 | 7.31% | Q2 2026 | Jul 31, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 5,349 | 861 | 0.11% | 0.1% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMERCE BANK | History | Reduced | 5,222 | 854 | 0.0% | 0.0% | 260 | -100 | -1.88% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 5,139 | 840 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Grandview Asset Management LLC | History | Reduced | 5,129 | 839 | 0.21% | 0.2% | 262 | -517 | -9.16% | Q2 2026 | Jul 24, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 5,126 | 838 | 0.36% | 0.31% | 263 | +92 | 1.83% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 5,113 | 836 | 0.02% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 5,070 | 829 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 5,064 | 828 | 0.15% | 0.13% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beaton Management Co. Inc. | History | No change | 4,950 | 810 | 0.33% | 0.26% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,949 | 809 | 0.05% | 0.05% | 268 | -583 | -10.54% | Q2 2026 | Aug 04, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 4,918 | 804 | 0.3% | 0.24% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 4,902 | 801 | 0.04% | 0.03% | 270 | -38 | -0.77% | Q2 2026 | Jul 23, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 4,902 | 801 | 0.22% | 0.2% | 271 | -17 | -0.35% | Q2 2026 | Aug 12, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 4,890 | 799 | 0.47% | 0.42% | 272 | -46 | -0.93% | Q2 2026 | Jul 06, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 4,869 | 796 | 0.17% | 0.14% | 273 | +3 | 0.06% | Q2 2026 | Jul 31, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 4,809 | 786 | 0.18% | 0.16% | 274 | +2 | 0.04% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,743 | 776 | 0.03% | 0.03% | 275 | +202 | 4.45% | Q2 2026 | Aug 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,686 | 766 | 0.03% | 0.03% | 276 | -8 | -0.17% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,670 | 763 | 0.01% | 0.01% | 277 | +8 | 0.17% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,643 | 759 | 0.02% | 0.01% | 278 | +1,465 | 46.1% | Q2 2026 | Jul 30, 2026 |
| GatePass Capital, LLC | History | Added to | 4,640 | 759 | 0.29% | 0.25% | 279 | +200 | 4.5% | Q2 2026 | Jul 30, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 4,623 | 756 | 0.0% | 0.0% | 280 | -30 | -0.64% | Q2 2026 | Aug 10, 2026 |
| Greenspring Advisors, LLC | History | No change | 4,597 | 752 | 0.04% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 4,559 | 745 | 0.35% | 0.25% | 282 | -54 | -1.17% | Q2 2026 | Jul 31, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,554 | 744 | 0.03% | 0.02% | 283 | +96 | 2.15% | Q2 2026 | Jul 24, 2026 |
| Family Office Research LLC | History | Added to | 4,459 | 729 | 0.27% | 0.23% | 284 | +1 | 0.02% | Q2 2026 | Jul 27, 2026 |
| Southland Equity Partners LLC | History | Added to | 4,405 | 720 | 0.13% | 0.1% | 285 | +95 | 2.2% | Q2 2026 | Jul 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 4,382 | 716 | 0.02% | — | 286 | +4,382 | New | Q2 2026 | Jul 07, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 4,301 | 703 | 0.22% | 0.19% | 287 | -19 | -0.44% | Q2 2026 | Jul 31, 2026 |
| Valued Retirements, Inc. | History | Reduced | 4,294 | 702 | 0.63% | 0.5% | 289 | -22 | -0.51% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,292 | 702 | 0.19% | 0.17% | 288 | +21 | 0.49% | Q2 2026 | Jul 23, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,281 | 700 | 0.11% | 0.09% | 290 | -359 | -7.74% | Q2 2026 | Jul 23, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 4,189 | 685 | 0.32% | 0.24% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | New | 4,160 | 680 | 0.02% | — | 292 | +4,160 | New | Q2 2026 | Jul 31, 2026 |
| Osprey Private Wealth LLC | History | No change | 4,102 | 671 | 0.17% | 0.14% | 293 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 5T Wealth, LLC | History | Reduced | 4,064 | 664 | 0.25% | 0.2% | 294 | -164 | -3.88% | Q2 2026 | Jul 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,037 | 660 | 0.01% | 0.0% | 296 | +1,933 | 91.87% | Q2 2026 | Sep 23, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 4,037 | 660 | 0.2% | 0.22% | 295 | -845 | -17.31% | Q2 2026 | Jul 14, 2026 |
| Quadrature Capital Ltd | History | New | 3,973 | 649 | 0.01% | — | 297 | +3,973 | New | Q2 2026 | Aug 06, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,853 | 630 | 0.01% | 0.01% | 298 | +1 | 0.03% | Q2 2026 | Aug 11, 2026 |
| 4J Wealth Management LLC | History | No change | 3,834 | 627 | 0.31% | 0.26% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 3,819 | 624 | 0.32% | 0.31% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |