iSHARES TRUST - IGOV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | History | Added to | 7,658,139 | 314,213 | 5.97% | 2.6% | 1 | +4,932,489 | 180.97% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,875,281 | 117,972 | 0.0% | 0.0% | 2 | +2,771,613 | 2673.55% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 1,805,912 | 74,096 | 0.04% | 0.04% | 3 | +276,811 | 18.1% | Q2 2026 | Aug 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 587,275 | 24,095 | 1.09% | 1.22% | 4 | -880 | -0.15% | Q2 2026 | Aug 04, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 437,636 | 17,956 | 0.01% | 0.01% | 5 | -7,246 | -1.63% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 380,838 | 15,625 | 0.06% | 0.0% | 6 | +378,278 | 14776.48% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 342,394 | 14,048 | 0.0% | 0.0% | 7 | +34,158 | 11.08% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 334,830 | 13,738 | 0.0% | 0.0% | 8 | -168,986 | -33.54% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 293,978 | 12,061 | 0.0% | 0.0% | 9 | +17,650 | 6.39% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 250,449 | 10,275 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | Added to | 247,288 | 10,146 | 3.79% | 3.37% | 11 | +46,771 | 23.33% | Q2 2026 | Jul 16, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 246,891 | 10,129 | 1.02% | 1.08% | 12 | -1,101 | -0.44% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 236,737 | 9,713 | 0.0% | 0.0% | 13 | -2,938 | -1.23% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 212,410 | 8,715 | 0.03% | 0.0% | 14 | +198,719 | 1451.46% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 199,190 | 8,174 | 0.0% | 0.0% | 15 | +38,542 | 23.99% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 177,186 | 7,269 | 0.0% | 0.0% | 16 | -205,583 | -53.71% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 176,240 | 7,231 | 0.0% | 0.0% | 17 | +14,570 | 9.01% | Q2 2026 | Sep 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 164,412 | 6,745 | 0.69% | 0.74% | 18 | -154,974 | -48.52% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | Added to | 163,454 | 6,706 | 0.03% | 0.03% | 19 | +48,689 | 42.42% | Q2 2026 | Aug 03, 2026 |
| Inscription Capital, LLC | History | Reduced | 162,506 | 6,667 | 0.59% | 0.74% | 20 | -9,488 | -5.52% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 146,282 | 6,001 | 0.0% | 0.0% | 21 | -141,961 | -49.25% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 140,137 | 5,749 | 0.0% | 0.0% | 22 | +269 | 0.19% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 136,804 | 5,613 | 0.12% | 0.13% | 23 | +2,464 | 1.83% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 124,394 | 5,103 | 0.0% | 0.0% | 24 | -143,286 | -53.53% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 120,044 | 4,925 | 0.0% | 0.0% | 25 | +9,948 | 9.04% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 113,993 | 4,677 | 0.01% | 0.01% | 26 | +1,088 | 0.96% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 113,837 | 4,674 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 112,825 | 4,629 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 109,851 | 4,520 | 0.0% | 0.0% | 29 | -127,181 | -53.66% | Q2 2026 | Aug 12, 2026 |
| DMC Group, LLC | History | Added to | 91,861 | 3,769 | 2.58% | 2.37% | 30 | +6,392 | 7.48% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 89,157 | 3,658 | 0.0% | 0.0% | 31 | +73,093 | 455.01% | Q2 2026 | Aug 14, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 84,529 | 3,468 | 1.67% | 1.72% | 32 | +3,364 | 4.14% | Q2 2026 | Aug 07, 2026 |
| Israel Discount Bank of New York | History | Added to | 82,740 | 3,394 | 6.28% | 6.46% | 33 | +10,959 | 15.27% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 81,190 | 3,331 | 0.02% | 0.02% | 34 | -20,268 | -19.98% | Q2 2026 | Aug 18, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 75,814 | 3,110 | 0.16% | 0.23% | 35 | -19,460 | -20.43% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 70,567 | 2,895 | 0.06% | 0.05% | 36 | -5,911 | -7.73% | Q2 2026 | Jul 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 65,230 | 2,676 | 0.6% | 0.64% | 37 | +6,413 | 10.9% | Q2 2026 | Aug 10, 2026 |
| SageGuard Financial Group, LLC | History | New | 63,654 | 2,611 | 0.37% | — | 38 | +63,654 | New | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 62,332 | 2,557 | 0.0% | 0.0% | 39 | +1,719 | 2.84% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | Reduced | 61,072 | 2,506 | 0.0% | 0.0% | 40 | -79 | -0.13% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 54,782 | 2,247 | 0.02% | 0.01% | 41 | +11,097 | 25.4% | Q2 2026 | Jul 23, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 52,410 | 2,150 | 0.11% | 0.12% | 42 | -1,775 | -3.28% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 50,022 | 2,052 | 0.0% | 0.0% | 43 | +1,106 | 2.26% | Q2 2026 | Jul 28, 2026 |
| Advus Financial Partners, LLC | History | New | 49,150 | 2,016 | 0.57% | — | 44 | +49,150 | New | Q2 2026 | Oct 02, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 45,658 | 1,891 | 0.21% | 0.2% | 45 | -2,019 | -4.23% | Q2 2026 | Aug 06, 2026 |
| Columbus Macro, LLC | History | Reduced | 44,615 | 1,830 | 0.18% | 0.2% | 46 | -1,401 | -3.04% | Q2 2026 | Jul 22, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 42,899 | 1,760 | 0.0% | 0.0% | 47 | -25,020 | -36.84% | Q2 2026 | Sep 02, 2026 |
| Focus Partners Wealth | History | Added to | 37,642 | 1,544 | 0.0% | 0.0% | 48 | +6,313 | 20.15% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 37,433 | 1,535 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 34,327 | 1,405 | 0.0% | 0.0% | 50 | -710 | -2.03% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | Reduced | 33,660 | 1,381 | 0.07% | 0.08% | 51 | -7,588 | -18.4% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | Reduced | 33,596 | 1,378 | 0.0% | 0.0% | 52 | -5,843 | -14.82% | Q2 2026 | Aug 03, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 32,734 | 1,343 | 0.74% | 0.45% | 53 | +14,006 | 74.79% | Q2 2026 | Jul 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 30,340 | 1,244 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 30,020 | 1,231 | 0.01% | 0.01% | 55 | +7,839 | 35.34% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 29,962 | 1,223 | 0.0% | 0.0% | 56 | -1,889 | -5.93% | Q2 2026 | Jul 15, 2026 |
| HEADINVEST, LLC | History | Added to | 28,000 | 1,148 | 0.21% | 0.13% | 57 | +12,560 | 81.35% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,383 | 1,123 | 0.0% | 0.0% | 58 | -18,640 | -40.5% | Q2 2026 | Jul 29, 2026 |
| BCU Wealth Advisors, LLC | History | New | 27,129 | 1,113 | 0.37% | — | 59 | +27,129 | New | Q2 2026 | Jul 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 27,012 | 1,108 | 0.0% | 0.0% | 60 | -52 | -0.19% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 26,796 | 1,099 | 0.02% | 0.01% | 61 | +14,139 | 111.71% | Q2 2026 | Aug 04, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 25,894 | 1,062 | 0.23% | 0.18% | 62 | +7,604 | 41.57% | Q2 2026 | Aug 14, 2026 |
| VERITY Wealth Advisors | History | Added to | 25,245 | 1,035 | 0.63% | 0.5% | 63 | +7,043 | 38.69% | Q2 2026 | Jul 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 25,023 | 1,026 | 0.02% | 0.02% | 64 | -2,779 | -10.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,854 | 1,019 | 0.0% | 0.0% | 65 | +56 | 0.23% | Q2 2026 | Aug 14, 2026 |
| Haven Private, LLC | History | Reduced | 24,127 | 989 | 0.38% | 0.49% | 66 | -3,401 | -12.35% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | New | 23,952 | 982 | 0.0% | — | 67 | +23,952 | New | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 23,183 | 951 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | Added to | 22,199 | 910 | 0.02% | 0.01% | 69 | +5,550 | 33.34% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 21,945 | 900 | 0.01% | 0.01% | 70 | +3,919 | 21.74% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 21,820 | 895 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,097 | 783 | 0.0% | 0.0% | 72 | +8,550 | 81.07% | Q2 2026 | Aug 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 18,619 | 763 | 0.51% | 0.55% | 73 | -7 | -0.04% | Q2 2026 | Aug 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 17,636 | 725 | 0.0% | 0.0% | 74 | +2,753 | 18.5% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 17,376 | 712 | 0.0% | 0.0% | 75 | -197 | -1.12% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Reduced | 16,955 | 695 | 0.0% | 0.0% | 76 | -2,110 | -11.07% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,785 | 688 | 0.01% | 0.02% | 77 | -226 | -1.33% | Q2 2026 | Aug 13, 2026 |
| MYECFO, LLC | History | Added to | 16,646 | 682 | 0.26% | 0.21% | 78 | +4,296 | 34.79% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,517 | 677 | 0.01% | 0.01% | 79 | -192 | -1.15% | Q2 2026 | Jul 17, 2026 |
| Invesco Ltd. | History | Added to | 16,460 | 675 | 0.0% | 0.0% | 80 | +648 | 4.1% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,145 | 621 | 0.0% | 0.0% | 81 | +1,676 | 12.44% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 15,017 | 616 | 0.09% | 0.14% | 82 | -3,931 | -20.75% | Q2 2026 | Jul 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 14,845 | 609 | 0.01% | 0.01% | 83 | +4,810 | 47.93% | Q2 2026 | Jul 23, 2026 |
| Old Peak Finance LLC | History | Added to | 14,103 | 578 | 0.28% | 0.33% | 84 | +265 | 1.92% | Q2 2026 | Aug 03, 2026 |
| NorthRock Partners, LLC | History | Reduced | 13,519 | 554 | 0.01% | 0.02% | 85 | -9,968 | -42.44% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,194 | 541 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 12,423 | 509 | 0.04% | 0.05% | 87 | +779 | 6.69% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 11,998 | 492 | 0.01% | 0.03% | 88 | -44,707 | -78.84% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,378 | 466 | 0.04% | — | 89 | +11,378 | New | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | New | 10,849 | 445 | 0.01% | — | 90 | +10,849 | New | Q2 2026 | Aug 14, 2026 |
| Obsido Oy | History | No change | 10,145 | 416 | 0.22% | 0.25% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,314 | 382 | 0.0% | 0.0% | 92 | -132 | -1.4% | Q2 2026 | Aug 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 8,440 | 346 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | New | 8,398 | 344 | 0.0% | — | 94 | +8,398 | New | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,848 | 322 | 0.0% | 0.0% | 95 | -405 | -4.91% | Q2 2026 | Aug 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 7,784 | 319 | 0.01% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,501 | 307 | 0.02% | 0.02% | 97 | +1,474 | 24.46% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 6,966 | 285 | 0.03% | 0.06% | 98 | -4,937 | -41.48% | Q2 2026 | Jul 10, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 6,928 | 284 | 0.07% | 0.09% | 99 | -677 | -8.9% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,612 | 271 | 0.0% | 0.0% | 100 | +1 | 0.02% | Q2 2026 | Aug 05, 2026 |
| Covestor Ltd | History | Added to | 6,585 | 270 | 0.16% | 0.16% | 101 | +824 | 14.3% | Q2 2026 | Aug 07, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 5,937 | 243 | 0.07% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 5,828 | 239 | 0.0% | 0.0% | 103 | -3,500 | -37.52% | Q2 2026 | Aug 03, 2026 |
| BRIGHTON JONES LLC | History | No change | 5,759 | 236 | 0.0% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NerdWallet Wealth Partners, LLC | History | New | 5,666 | 232 | 0.08% | — | 105 | +5,666 | New | Q2 2026 | Jul 07, 2026 |
| Advisory Solutions Group, LLC | History | New | 5,470 | 224 | 0.08% | — | 106 | +5,470 | New | Q2 2026 | Jul 29, 2026 |
| Baker Avenue Asset Management, LP | History | New | 5,455 | 223 | 0.0% | — | 107 | +5,455 | New | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 5,373 | 220 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 5,357 | 219 | 0.2% | — | 109 | +5,357 | New | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | New | 5,304 | 217 | 0.0% | — | 110 | +5,304 | New | Q2 2026 | Aug 06, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 5,171 | 212 | 0.0% | 0.0% | 111 | -467 | -8.28% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 5,100 | 209 | 0.0% | — | 112 | +5,100 | New | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 4,223 | 173 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,395 | 139 | 0.0% | 0.0% | 114 | +104 | 3.16% | Q2 2026 | Jul 22, 2026 |
| TRUST CO OF VERMONT | History | New | 3,112 | 127 | 0.0% | — | 115 | +3,112 | New | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,611 | 107 | 0.0% | — | 116 | +2,611 | New | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,438 | 100 | 0.0% | 0.0% | 117 | +2,175 | 827.0% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 1,600 | 65 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,436 | 58 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,175 | 48 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,122 | 46 | 0.0% | 0.0% | 121 | +276 | 32.62% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,065 | 43 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 969 | 39 | 0.0% | 0.0% | 123 | +739 | 321.3% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 903 | 37 | 0.01% | 0.01% | 124 | +42 | 4.88% | Q2 2026 | Jul 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 560 | 22 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 521 | 21 | 0.0% | — | 126 | +521 | New | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 400 | 16 | 0.0% | — | 127 | +400 | New | Q2 2026 | Jul 28, 2026 |
| Caitlin John, LLC | History | No change | 249 | 10 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 238 | 9 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 239 | 9 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 234 | 9 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 186 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bangor Savings Bank | History | No change | 150 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 140 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 118 | 4 | 0.0% | — | 135 | +102 | 637.5% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 60 | 2 | 0.0% | 0.01% | 136 | -1,179 | -95.16% | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 26 | 1 | 0.0% | — | 140 | +26 | New | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | No change | 37 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Closed out | 0 | 0 | — | 0.16% | — | -474,192 | -100.0% | Q2 2026 | Jul 22, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -379,118 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Avos Capital Management, LLC | History | Closed out | 0 | 0 | — | 3.3% | — | -203,402 | -100.0% | Q2 2026 | Aug 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 4.41% | — | -190,980 | -100.0% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -59,000 | -100.0% | Q2 2026 | Jul 17, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -30,846 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -26,827 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Net Worth Advisory Group | History | Closed out | 0 | 0 | — | 0.22% | — | -26,397 | -100.0% | Q2 2026 | Jul 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,882 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,749 | -100.0% | Q2 2026 | Jul 30, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Closed out | 0 | 0 | — | 0.19% | — | -10,200 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Hillman Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -5,608 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,119 | -100.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.04% | — | -4,250 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,618 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -518 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -373 | -100.0% | Q2 2026 | Jul 27, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -239 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q2 2026 | Jul 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 15, 2026 |
| Oakmont Advisory Group, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 4 | 0 | — | — | — | -3 | -42.86% | Q2 2026 | Jul 21, 2026 |
| NBT BANK, N.A. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |