iSHARES TRUST - IGRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 835,440 | 73,460 | 0.0% | 0.0% | 1 | +51,746 | 6.6% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 774,943 | 68,140 | 0.0% | 0.0% | 2 | +18,097 | 2.39% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 627,160 | 55,146 | 0.06% | 0.09% | 3 | -108,328 | -14.73% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 487,782 | 42,890 | 0.01% | 0.01% | 4 | +28,719 | 6.26% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 483,697 | 42,531 | 0.01% | 0.01% | 5 | +3,204 | 0.67% | Q2 2026 | Aug 07, 2026 |
| AJ Advisors, LLC | History | Added to | 462,543 | 40,671 | 12.64% | 13.78% | 6 | +19,037 | 4.29% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 393,335 | 34,585 | 0.04% | 0.05% | 7 | -7,052 | -1.76% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 227,356 | 20,061 | 0.0% | 0.0% | 8 | +36,595 | 19.18% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 215,044 | 18,908 | 0.0% | 0.01% | 9 | -38,621 | -15.23% | Q2 2026 | Sep 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 196,083 | 17,242 | 0.03% | 0.04% | 10 | +969 | 0.5% | Q2 2026 | Aug 05, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 195,039 | 17,149 | 0.64% | 0.66% | 11 | +12,720 | 6.98% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 172,637 | 15,179 | 0.07% | 0.08% | 12 | +5,548 | 3.32% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 163,096 | 14,341 | 0.0% | 0.0% | 13 | -7,371 | -4.32% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 157,792 | 13,874 | 0.79% | 0.84% | 14 | +2,077 | 1.33% | Q2 2026 | Jul 15, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 141,962 | 12,482 | 0.36% | 0.47% | 15 | -1,311 | -0.92% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 137,484 | 12,088 | 0.06% | 0.06% | 16 | +4,635 | 3.49% | Q2 2026 | Aug 18, 2026 |
| Rothschild Wealth LLC | History | Reduced | 119,607 | 10,517 | 0.84% | 0.94% | 17 | -4,972 | -3.99% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 116,883 | 10,278 | 0.02% | 0.02% | 18 | -97 | -0.08% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 107,530 | 9,455 | 0.01% | 0.01% | 19 | +106 | 0.1% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 102,283 | 8,993 | 0.0% | 0.0% | 20 | -42,516 | -29.36% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 100,476 | 8,835 | 0.0% | 0.0% | 21 | +6,448 | 6.86% | Q2 2026 | Aug 14, 2026 |
| Lynx Investment Advisory | History | Added to | 99,813 | 8,776 | 2.88% | 3.89% | 22 | +2,600 | 2.67% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Added to | 99,079 | 8,712 | 0.03% | 0.05% | 23 | +3,770 | 3.96% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 94,299 | 8,292 | 0.02% | 0.02% | 24 | +344 | 0.37% | Q2 2026 | Jul 27, 2026 |
| Concord Wealth Partners | History | Reduced | 90,312 | 7,941 | 0.91% | 0.99% | 25 | -975 | -1.07% | Q2 2026 | Jul 27, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 88,626 | 7,792 | 1.76% | 1.86% | 26 | +325 | 0.37% | Q2 2026 | Jul 08, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 88,570 | 7,787 | 1.21% | 1.27% | 27 | -1,152 | -1.28% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | Added to | 85,001 | 7,474 | 0.07% | 0.07% | 28 | +5,275 | 6.62% | Q2 2026 | Jul 28, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 77,946 | 7,029 | 6.18% | 6.1% | 29 | +3,404 | 4.57% | Q2 2026 | Jul 16, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 77,215 | 6,789 | 0.34% | 0.44% | 30 | -16,396 | -17.52% | Q2 2026 | Jul 28, 2026 |
| BAILARD, INC. | History | Added to | 76,869 | 6,759 | 0.14% | 0.15% | 31 | +1,538 | 2.04% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 71,587 | 6,294 | 0.01% | 0.01% | 32 | -1,743 | -2.38% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 71,182 | 6,259 | 0.01% | 0.01% | 33 | +3,818 | 5.67% | Q2 2026 | Aug 13, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 63,668 | 5,598 | 3.55% | 3.64% | 34 | +785 | 1.25% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 58,211 | 5,118 | 0.01% | 0.01% | 35 | -172 | -0.29% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 55,874 | 4,904 | 0.0% | 0.0% | 36 | +5,819 | 11.63% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 55,095 | 4,844 | 0.18% | 0.19% | 37 | -1,124 | -2.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 55,006 | 4,836 | 0.0% | 0.0% | 38 | +29,749 | 117.79% | Q2 2026 | Sep 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 51,509 | 4,529 | 0.01% | 0.01% | 39 | +14,078 | 37.61% | Q2 2026 | Aug 07, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 47,586 | 4,184 | 0.8% | 1.08% | 40 | -19,391 | -28.95% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | New | 44,587 | 4,045 | 0.07% | — | 41 | +44,587 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 44,587 | 4,045 | 0.07% | 0.09% | 42 | -12,169 | -21.44% | Q2 2026 | Jul 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 44,963 | 3,953 | 0.04% | 0.04% | 43 | +375 | 0.84% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 44,933 | 3,950 | 0.0% | 0.0% | 44 | -1,022 | -2.22% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 44,460 | 3,909 | 0.0% | 0.0% | 45 | -21,452 | -32.55% | Q2 2026 | Aug 12, 2026 |
| Goepper Burkhardt LLC | History | Added to | 42,746 | 3,758 | 1.13% | 1.03% | 46 | +6,069 | 16.55% | Q2 2026 | Aug 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 41,852 | 3,680 | 0.19% | 0.19% | 47 | +3,275 | 8.49% | Q2 2026 | Jul 28, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 41,041 | 3,608 | 0.47% | 0.53% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Intrua Financial, LLC | History | Added to | 40,154 | 3,530 | 0.32% | 0.34% | 49 | +1,280 | 3.29% | Q2 2026 | Jul 24, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 39,342 | 3,459 | 3.38% | 3.48% | 50 | +1,297 | 3.41% | Q2 2026 | Jul 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 38,466 | 3,382 | 0.13% | 0.14% | 51 | +805 | 2.14% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,445 | 3,292 | 0.01% | 0.01% | 52 | +5,977 | 18.99% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 37,294 | 3,279 | 0.07% | 0.08% | 53 | -6,131 | -14.12% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 36,425 | 3,202 | 0.04% | 0.05% | 54 | -539 | -1.46% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | Added to | 34,287 | 3,015 | 0.07% | 0.07% | 55 | +2,436 | 7.65% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | Added to | 33,850 | 2,976 | 0.08% | 0.09% | 56 | +1,543 | 4.78% | Q2 2026 | Aug 14, 2026 |
| LifeGoal Investments, LLC | History | Added to | 28,861 | 2,537 | 1.16% | 1.16% | 57 | +4,973 | 20.82% | Q2 2026 | Jul 08, 2026 |
| Colonial Trust Co / SC | History | No change | 28,601 | 2,514 | 0.32% | 0.33% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 26,180 | 2,302 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 25,262 | 2,221 | 0.17% | 0.18% | 60 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 25,242 | 2,219 | 0.02% | 0.02% | 61 | -354 | -1.38% | Q2 2026 | Aug 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 23,557 | 2,093 | 0.44% | 0.47% | 62 | -1,830 | -7.21% | Q2 2026 | Jul 09, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 23,047 | 2,026 | 0.42% | — | 63 | +23,047 | New | Q2 2026 | Jul 17, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 22,015 | 1,935 | 0.12% | 0.15% | 65 | -2,557 | -10.41% | Q2 2026 | Jul 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,009 | 1,935 | 0.0% | 0.0% | 64 | +104 | 0.47% | Q2 2026 | Aug 12, 2026 |
| Westfuller Advisors, LLC | History | Added to | 20,921 | 1,839 | 0.67% | 0.75% | 66 | +278 | 1.35% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | Added to | 19,312 | 1,698 | 0.0% | 0.0% | 67 | +196 | 1.03% | Q2 2026 | Aug 13, 2026 |
| Family Capital Management, Inc. | History | Added to | 17,944 | 1,577 | 0.61% | 0.66% | 68 | +218 | 1.23% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 17,360 | 1,526 | 0.08% | 0.09% | 69 | -113 | -0.65% | Q2 2026 | Aug 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 17,028 | 1,497 | 0.11% | 0.12% | 70 | -251 | -1.45% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 16,601 | 1,459 | 0.0% | 0.0% | 71 | +1,754 | 11.81% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,181 | 1,422 | 0.0% | 0.0% | 72 | -268 | -1.63% | Q2 2026 | Aug 05, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 15,620 | 1,373 | 1.24% | — | 74 | +15,620 | New | Q2 2026 | Aug 03, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 15,615 | 1,373 | 0.01% | 0.01% | 73 | +4,857 | 45.15% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 15,308 | 1,346 | 0.01% | 0.02% | 75 | +7,729 | 101.98% | Q2 2026 | Aug 10, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 14,231 | 1,251 | 1.51% | 1.18% | 76 | +5,280 | 58.99% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,190 | 1,247 | 0.02% | 0.02% | 77 | +75 | 0.53% | Q2 2026 | Aug 18, 2026 |
| Detalus Advisors, LLC | History | Added to | 13,994 | 1,230 | 0.24% | 0.23% | 78 | +1,848 | 15.21% | Q2 2026 | Jul 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 13,853 | 1,218 | 0.1% | 0.1% | 79 | +1,007 | 7.84% | Q2 2026 | Jul 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 13,455 | 1,183 | 0.06% | 0.06% | 80 | +80 | 0.6% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Reduced | 13,400 | 1,178 | 0.0% | 0.0% | 81 | -316 | -2.3% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 12,628 | 1,178 | 0.31% | 0.33% | 82 | -31 | -0.24% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,064 | 1,148 | 0.0% | 0.0% | 83 | +1,556 | 13.52% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,746 | 1,120 | 0.01% | 0.0% | 84 | +2,479 | 24.15% | Q2 2026 | Aug 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 12,589 | 1,106 | 0.3% | 0.32% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | Added to | 12,506 | 1,099 | 0.06% | 0.07% | 86 | +2,716 | 27.74% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 12,464 | 1,096 | 0.11% | 0.12% | 87 | +185 | 1.51% | Q2 2026 | Jul 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,388 | 1,089 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,924 | 960 | 0.01% | 0.01% | 89 | +167 | 1.55% | Q2 2026 | Aug 12, 2026 |
| Schorn Wealth LLC | History | Added to | 10,628 | 934 | 0.24% | 0.27% | 90 | +27 | 0.25% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,592 | 931 | 0.01% | 0.01% | 91 | +73 | 0.69% | Q2 2026 | Sep 08, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 10,000 | 879 | 0.17% | 0.19% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,963 | 876 | 0.17% | 0.19% | 93 | -21 | -0.21% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,948 | 874 | 0.04% | 0.04% | 94 | +450 | 4.74% | Q2 2026 | Jul 27, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Added to | 9,939 | 873 | 0.6% | 0.59% | 95 | +2,476 | 33.18% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Added to | 9,541 | 838 | 0.03% | 0.03% | 96 | +2,135 | 28.83% | Q2 2026 | Jul 23, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 9,358 | 822 | 0.05% | 0.04% | 97 | +1,706 | 22.29% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 9,308 | 818 | 0.01% | 0.01% | 98 | +2,013 | 27.59% | Q2 2026 | Aug 03, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 9,206 | 809 | 0.2% | 0.21% | 99 | +44 | 0.48% | Q2 2026 | Jul 16, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 8,285 | 728 | 0.01% | 0.01% | 100 | +3,647 | 78.63% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,259 | 726 | 0.0% | 0.0% | 101 | +1,202 | 17.03% | Q2 2026 | Aug 19, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,167 | 718 | 0.01% | 0.01% | 102 | -40 | -0.49% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 7,815 | 687 | 0.0% | 0.0% | 103 | -321 | -3.95% | Q2 2026 | Aug 17, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Reduced | 7,634 | 671 | 0.1% | 0.13% | 104 | -1,244 | -14.01% | Q2 2026 | Jul 22, 2026 |
| NOVEM GROUP | History | Added to | 7,579 | 666 | 0.07% | 0.06% | 105 | +1,243 | 19.62% | Q2 2026 | Jul 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 7,391 | 649 | 0.0% | — | 106 | +7,391 | New | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | Reduced | 7,387 | 649 | 0.24% | 0.26% | 107 | -301 | -3.92% | Q2 2026 | Jul 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,121 | 626 | 0.0% | 0.0% | 108 | +19 | 0.27% | Q2 2026 | Aug 14, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 7,110 | 625 | 0.29% | 0.34% | 109 | +198 | 2.86% | Q2 2026 | Jul 21, 2026 |
| Human Investing LLC | History | Added to | 7,096 | 623 | 0.08% | 0.09% | 110 | +50 | 0.71% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,085 | 622 | 0.01% | 0.01% | 111 | -429 | -5.71% | Q2 2026 | Aug 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 6,985 | 614 | 0.03% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 6,638 | 591 | 0.04% | 0.1% | 113 | -9,677 | -59.31% | Q2 2026 | Jul 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 6,628 | 582 | 0.0% | 0.0% | 114 | +128 | 1.97% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 6,555 | 576 | 0.18% | 0.2% | 115 | +62 | 0.95% | Q2 2026 | Jul 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 6,764 | 566 | 0.02% | 0.03% | 116 | -96 | -1.4% | Q2 2026 | Jul 09, 2026 |
| Security Financial Services, INC. | History | Reduced | 5,743 | 504 | 0.07% | 0.08% | 117 | -157 | -2.66% | Q2 2026 | Jul 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,693 | 500 | 0.12% | 0.13% | 118 | +80 | 1.43% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,503 | 483 | 0.0% | 0.0% | 119 | -1,381 | -20.06% | Q2 2026 | Jul 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 5,475 | 481 | 0.03% | 0.03% | 120 | +1,640 | 42.76% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,443 | 478 | 0.0% | 0.0% | 121 | +156 | 2.95% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,356 | 470 | 0.0% | 0.0% | 122 | -985 | -15.53% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,273 | 463 | 0.0% | 0.0% | 123 | +632 | 13.62% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 5,257 | 462 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 5,230 | 461 | 0.1% | 0.08% | 125 | +1,177 | 29.04% | Q2 2026 | Aug 03, 2026 |
| Bull Harbor Capital LLC | History | Reduced | 5,224 | 459 | 0.09% | 0.12% | 126 | -267 | -4.86% | Q2 2026 | Aug 10, 2026 |
| Opulen Financial Group LLC | History | Added to | 5,203 | 457 | 0.29% | 0.3% | 127 | +70 | 1.36% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,166 | 454 | 0.01% | 0.01% | 128 | +46 | 0.9% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,058 | 444 | 0.01% | 0.01% | 129 | -2,542 | -33.45% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | New | 5,026 | 441 | 0.0% | — | 130 | +5,026 | New | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Added to | 4,995 | 439 | 0.01% | 0.01% | 131 | +10 | 0.2% | Q2 2026 | Aug 07, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 4,895 | 430 | 0.01% | 0.01% | 132 | +1,537 | 45.77% | Q2 2026 | Jul 13, 2026 |
| Triad Wealth Partners, LLC | History | New | 4,600 | 421 | 0.02% | — | 133 | +4,600 | New | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Added to | 4,669 | 410 | 0.0% | 0.0% | 134 | +230 | 5.18% | Q2 2026 | Aug 04, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 4,643 | 408 | 0.12% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,491 | 394 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Second Line Capital, LLC | History | Added to | 4,437 | 390 | 0.07% | 0.07% | 137 | +87 | 2.0% | Q2 2026 | Sep 02, 2026 |
| Tempo Wealth, LLC | History | New | 4,370 | 384 | 0.06% | — | 138 | +4,370 | New | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,188 | 367 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Probity Advisors, Inc. | History | Reduced | 4,007 | 352 | 0.05% | 0.06% | 140 | -185 | -4.41% | Q2 2026 | Jul 31, 2026 |
| Occidental Asset Management, LLC | History | No change | 3,825 | 336 | 0.03% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 3,816 | 335 | 0.05% | 0.05% | 142 | -70 | -1.8% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,710 | 326 | 0.01% | — | 143 | +3,710 | New | Q2 2026 | Aug 14, 2026 |
| Harfst & Associates, Inc. | History | Added to | 3,630 | 319 | 0.05% | 0.05% | 144 | +49 | 1.37% | Q2 2026 | Jul 31, 2026 |
| SFMG, LLC | History | No change | 3,622 | 318 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 3,516 | 309 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,436 | 302 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 3,367 | 296 | 0.07% | 0.07% | 148 | +6 | 0.18% | Q2 2026 | Jul 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,326 | 292 | 0.0% | 0.0% | 149 | +54 | 1.65% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,232 | 284 | 0.01% | 0.01% | 150 | +2 | 0.06% | Q2 2026 | Jul 09, 2026 |
| Apollon Financial, LLC | History | New | 3,229 | 283 | 0.03% | — | 151 | +3,229 | New | Q2 2026 | Jul 22, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,218 | 282 | 0.02% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 3,193 | 280 | 0.14% | 0.19% | 153 | -1,223 | -27.69% | Q2 2026 | Jul 16, 2026 |
| Quantinno Capital Management LP | History | New | 3,154 | 277 | 0.0% | — | 154 | +3,154 | New | Q2 2026 | Aug 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,987 | 262 | 0.0% | 0.01% | 155 | -1,961 | -39.63% | Q2 2026 | Jul 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,834 | 249 | 0.0% | 0.0% | 156 | -1,777 | -38.54% | Q2 2026 | Jul 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 2,831 | 248 | 0.01% | 0.01% | 157 | +22 | 0.78% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,818 | 247 | 0.0% | 0.0% | 158 | -908 | -24.37% | Q2 2026 | Aug 14, 2026 |
| CHANNEL WEALTH LLC | History | New | 2,719 | 239 | 0.05% | — | 159 | +2,719 | New | Q2 2026 | Aug 04, 2026 |
| McLean Asset Management Corp | History | No change | 2,609 | 238 | 0.03% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 2,663 | 234 | 0.0% | 0.0% | 161 | -109 | -3.93% | Q2 2026 | Jul 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,657 | 233 | 0.0% | 0.01% | 162 | -77 | -2.82% | Q2 2026 | Jul 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,651 | 233 | 0.03% | 0.03% | 163 | -4 | -0.15% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,632 | 231 | 0.0% | 0.0% | 164 | -2,802 | -51.56% | Q2 2026 | Jul 20, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 2,635 | 231 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,625 | 230 | 0.01% | 0.01% | 166 | -700 | -21.05% | Q2 2026 | Jul 21, 2026 |
| Curi Capital, LLC | History | No change | 2,603 | 228 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 2,600 | 228 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,569 | 225 | 0.0% | — | 169 | +2,569 | New | Q2 2026 | Aug 06, 2026 |
| ARWA LLC | History | New | 2,504 | 225 | 0.09% | — | 170 | +2,504 | New | Q2 2026 | Jul 24, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 2,685 | 224 | 0.16% | 0.14% | 171 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| CPC Advisors, LLC | History | No change | 2,425 | 213 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elevation Wealth Management LLC | History | Added to | 2,413 | 212 | 0.16% | 0.18% | 173 | +4 | 0.17% | Q2 2026 | Jul 29, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,374 | 208 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 2,356 | 207 | 0.01% | — | 175 | +2,356 | New | Q2 2026 | Aug 14, 2026 |
| Vision Retirement, LLC | History | Reduced | 2,333 | 205 | 0.05% | 0.06% | 176 | -279 | -10.68% | Q2 2026 | Jul 21, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | New | 2,308 | 202 | 0.1% | — | 178 | +2,308 | New | Q2 2026 | Sep 02, 2026 |
| StoneX Group Inc. | History | New | 2,292 | 202 | 0.01% | — | 177 | +2,292 | New | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,041 | 179 | 0.0% | — | 179 | +2,041 | New | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,694 | 148 | 0.01% | 0.01% | 180 | -52 | -2.98% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,606 | 141 | 0.0% | 0.0% | 181 | -230 | -12.53% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,596 | 140 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 1,493 | 131 | 0.03% | 0.05% | 183 | -238 | -13.75% | Q2 2026 | Aug 14, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,307 | 114 | 0.09% | 0.09% | 184 | +15 | 1.16% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 1,275 | 112 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,044 | 91 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 914 | 80 | 0.0% | 0.0% | 187 | +7 | 0.77% | Q2 2026 | Aug 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 875 | 76 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 811 | 71 | 0.0% | 0.0% | 189 | +180 | 28.53% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 814 | 71 | 0.01% | 0.01% | 190 | -75 | -8.44% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 725 | 63 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Imprint Wealth LLC | History | No change | 723 | 63 | 0.26% | 0.27% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 652 | 57 | 0.0% | 0.0% | 193 | +48 | 7.95% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 539 | 47 | 0.0% | — | 194 | +539 | New | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 481 | 42 | 0.0% | — | 195 | +481 | New | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 465 | 40 | 0.01% | — | 196 | +465 | New | Q2 2026 | Aug 03, 2026 |
| Triumph Capital Management | History | Added to | 438 | 38 | 0.01% | 0.01% | 197 | +14 | 3.3% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | Reduced | 427 | 37 | 0.0% | 0.0% | 198 | -89 | -17.25% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 420 | 36 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | New | 401 | 35 | 0.0% | — | 200 | +401 | New | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 376 | 33 | 0.0% | 0.0% | 201 | -20 | -5.05% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 375 | 32 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 358 | 31 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 314 | 27 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 316 | 27 | 0.02% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 305 | 26 | 0.0% | 0.0% | 206 | -601 | -66.34% | Q2 2026 | Jul 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 305 | 26 | 0.0% | 0.0% | 208 | -48 | -13.6% | Q2 2026 | Jul 22, 2026 |
| AlphaCore Capital LLC | History | No change | 300 | 26 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | New | 265 | 23 | 0.0% | — | 209 | +265 | New | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 263 | 23 | 0.0% | 0.0% | 210 | -36 | -12.04% | Q2 2026 | Aug 12, 2026 |
| Pacifica Partners Inc. | History | Added to | 239 | 21 | 0.01% | 0.01% | 211 | +3 | 1.27% | Q2 2026 | Jul 13, 2026 |
| Atomic Invest LLC | History | Added to | 223 | 19 | 0.0% | 0.01% | 212 | +1 | 0.45% | Q2 2026 | Sep 25, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 173 | 15 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | No change | 175 | 15 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BFSG, LLC | History | No change | 151 | 13 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 137 | 12 | 0.0% | 0.0% | 216 | +1 | 0.74% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ADVISERS INC | History | No change | 127 | 11 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strive Financial Group ,LLC | History | No change | 97 | 8 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 64 | 5 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| First Bancorp, Inc /ME/ | History | New | 53 | 4 | 0.0% | — | 222 | +53 | New | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | New | 50 | 4 | 0.0% | — | 223 | +50 | New | Q2 2026 | Aug 06, 2026 |
| BIRCHBROOK, INC. | History | Added to | 49 | 4 | 0.0% | 0.0% | 225 | +1 | 2.08% | Q2 2026 | Jul 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Providence Capital Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.14% | — | -73,862 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.04% | — | -45,864 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -45,510 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.02% | — | -13,253 | -100.0% | Q2 2026 | Jul 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,261 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,360 | -100.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -5,359 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,892 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,245 | -100.0% | Q2 2026 | Sep 23, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,863 | -100.0% | Q2 2026 | Jul 29, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,781 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,444 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,280 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,124 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -73 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Continuum Advisory, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |