iSHARES TRUST - IGSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | No change | 26,252,076 | 1,375,871 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Matson Money. Inc. | History | No change | 15,505,032 | 813,083 | 22.65% | 22.65% | 2 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,710,330 | 718,558 | 2.75% | 2.75% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 12,595,321 | 660,120 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,015,306 | 524,163 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 9,160,330 | 480,092 | 4.79% | 4.79% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 8,818,356 | 462,170 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,281,325 | 434,024 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARINGS LLC | History | No change | 6,840,027 | 358,485 | 6.36% | 6.36% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,834,814 | 358,212 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,412,760 | 336,092 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,086,054 | 318,970 | 0.49% | 0.49% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 5,508,239 | 288,686 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,506,117 | 288,575 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,392,728 | 230,222 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,980,191 | 208,601 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,934,430 | 206,203 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 3,665,930 | 192,131 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 3,525,156 | 184,753 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,313,324 | 173,651 | 2.21% | 2.21% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,279,401 | 171,873 | 0.14% | 0.14% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Members Trust Co | History | No change | 3,201,864 | 167,809 | 5.22% | 5.22% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,768,665 | 145,105 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 2,508,677 | 131,492 | 1.57% | 1.57% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,462,123 | 129,039 | 0.15% | 0.15% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 2,399,367 | 125,750 | 1.47% | 1.47% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 2,330,032 | 122,116 | 0.13% | 0.13% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 2,245,918 | 117,708 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,167,426 | 113,594 | 0.37% | 0.37% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,116,211 | 110,912 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,028,500 | 106,313 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,944,485 | 101,910 | 0.21% | 0.21% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 1,902,181 | 99,693 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Investments, LLC | History | No change | 1,876,303 | 98,337 | 10.9% | 10.9% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,855,860 | 97,265 | 1.1% | 1.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 1,835,731 | 96,210 | 0.36% | 0.36% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Busey Bank | History | No change | 1,831,639 | 95,996 | 2.33% | 2.33% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,704,771 | 89,347 | 1.18% | 1.18% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 1,695,928 | 88,883 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Haverford Trust Co | History | No change | 1,656,261 | 86,804 | 0.75% | 0.75% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Destination Wealth Management | History | No change | 1,594,200 | 83,552 | 1.95% | 1.95% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 1,571,911 | 82,619 | 2.3% | 2.3% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,518,855 | 79,603 | 0.37% | 0.37% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,476,104 | 77,465 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,389,346 | 72,815 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,373,167 | 71,967 | 23.06% | 23.06% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 1,334,985 | 69,966 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,302,960 | 68,288 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 1,190,935 | 62,416 | 7.87% | 7.87% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dakota Wealth Management | History | No change | 1,104,802 | 57,902 | 1.11% | 1.11% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,056,853 | 55,389 | 1.02% | 1.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 1,050,207 | 55,041 | 2.56% | 2.56% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 1,039,573 | 54,484 | 1.03% | 1.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,019,362 | 53,428 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 987,415 | 51,750 | 6.52% | 6.52% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 923,586 | 48,405 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 902,951 | 47,324 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 897,036 | 47,013 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 894,272 | 46,859 | 0.33% | 0.33% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bangor Savings Bank | History | Added to | 911,775 | 46,710 | 3.56% | 3.5% | 60 | +3,061 | 0.34% | Q3 2026 | Oct 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 890,251 | 46,658 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVS HEALTH Corp | History | No change | 890,000 | 46,644 | 20.72% | 20.72% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 881,726 | 46,211 | 4.35% | 4.35% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 858,952 | 45,017 | 0.67% | 0.67% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 840,330 | 44,041 | 0.48% | 0.48% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 840,189 | 43,799 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 815,000 | 42,714 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PDS Planning, Inc | History | No change | 801,548 | 42,009 | 2.43% | 2.43% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nelson Capital Management, LLC | History | No change | 776,458 | 40,694 | 4.46% | 4.46% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 761,949 | 39,933 | 3.28% | 3.28% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 749,535 | 39,283 | 4.06% | 4.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 740,410 | 38,804 | 2.84% | 2.84% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 727,413 | 38,123 | 0.69% | 0.69% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 686,092 | 35,958 | 0.55% | 0.55% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schaeffer Financial LLC | History | No change | 674,253 | 35,337 | 27.33% | 27.33% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 670,567 | 35,144 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 664,743 | 34,839 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 663,554 | 34,776 | 1.27% | 1.27% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wharton Business Group, LLC | History | No change | 662,380 | 34,715 | 1.16% | 1.16% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewSquare Capital LLC | History | No change | 609,297 | 31,933 | 2.36% | 2.36% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 605,628 | 31,740 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 596,458 | 31,021 | 0.62% | 0.62% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthCoast Asset Management LLC | History | No change | 588,685 | 30,853 | 0.68% | 0.68% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 581,391 | 30,470 | 3.97% | 3.97% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 571,644 | 29,959 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 567,579 | 29,746 | 0.29% | 0.29% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 561,393 | 29,422 | 1.77% | 1.77% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 546,640 | 28,649 | 0.32% | 0.32% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 530,389 | 27,797 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 527,909 | 27,667 | 3.45% | 3.45% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 513,282 | 26,901 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 507,466 | 26,596 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MEMBERS CAPITAL ADVISORS INC | History | No change | 500,000 | 26,205 | 22.51% | 22.51% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DT Investment Partners, LLC | History | No change | 495,278 | 25,957 | 1.94% | 1.94% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wellington Grp LLC | History | No change | 485,916 | 25,466 | 6.74% | 6.74% | 95 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Fiduciary Group, LLC | History | No change | 480,270 | 25,170 | 1.97% | 1.97% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 479,786 | 25,145 | 0.31% | 0.31% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lutz Financial Services LLC | History | No change | 478,615 | 25,084 | 1.53% | 1.53% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 469,378 | 24,600 | 8.45% | 8.45% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Fin Capital, Inc. | History | No change | 469,389 | 24,600 | 3.56% | 3.56% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Courage Miller Partners, LLC | History | No change | 465,818 | 24,413 | 6.44% | 6.44% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 465,393 | 24,391 | 0.56% | 0.56% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 460,712 | 24,145 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 444,432 | 23,292 | 1.25% | 1.25% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 437,075 | 22,907 | 6.8% | 6.8% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 424,384 | 22,241 | 3.63% | 3.63% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 421,146 | 22,072 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northstar Advisory Group, LLC | History | No change | 411,298 | 21,556 | 6.68% | 6.68% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Investment Advisors / MI | History | No change | 410,458 | 21,512 | 1.3% | 1.3% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 398,214 | 20,870 | 3.2% | 3.2% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 385,331 | 20,195 | 0.3% | 0.3% | 111 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Elevate Capital Advisors, LLC | History | No change | 384,797 | 20,167 | 11.09% | 11.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JBGlobal.com LLC | History | No change | 383,615 | 20,105 | 17.58% | 17.58% | 113 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Alley Investment Management Company, LLC | History | No change | 372,097 | 19,501 | 2.28% | 2.28% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Black Diamond Financial, LLC | History | No change | 368,663 | 19,321 | 1.7% | 1.7% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 367,800 | 19,276 | 5.73% | 5.73% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 367,164 | 19,243 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 366,075 | 19,186 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 364,445 | 19,100 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 363,629 | 19,057 | 1.66% | 1.66% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ATWOOD & PALMER INC | History | No change | 362,875 | 19,018 | 1.01% | 1.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | No change | 360,543 | 18,896 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 355,169 | 18,606 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 350,102 | 18,348 | 0.12% | 0.12% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 330,632 | 17,328 | 0.49% | 0.49% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 327,173 | 17,139 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 325,351 | 17,051 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 324,772 | 17,021 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 323,646 | 16,962 | 0.37% | 0.37% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johns Hopkins University | History | No change | 321,905 | 16,871 | 1.13% | 1.13% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Planning, Inc. | History | No change | 317,095 | 16,618 | 3.81% | 3.81% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Gemmer Asset Management LLC | History | No change | 316,610 | 16,593 | 1.12% | 1.12% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 316,308 | 16,577 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KWMG, LLC | History | No change | 313,609 | 16,436 | 1.19% | 1.19% | 134 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 313,035 | 16,406 | 1.03% | 1.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 309,171 | 16,203 | 0.92% | 0.92% | 136 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Legal & General Group Plc | History | No change | 305,437 | 16,022 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caldwell Trust Co | History | No change | 300,671 | 15,758 | 1.27% | 1.27% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 300,000 | 15,723 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Dakota State Investment Board | History | No change | 297,278 | 15,580 | 0.63% | 0.63% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 290,200 | 15,209 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EQUITABLE TRUST CO | History | No change | 288,614 | 15,126 | 0.63% | 0.63% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ABLE Financial Group, LLC | History | No change | 287,972 | 15,092 | 2.53% | 2.53% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Secure Asset Management, LLC | History | No change | 283,647 | 14,865 | 2.08% | 2.08% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | No change | 283,389 | 14,852 | 0.16% | 0.16% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 281,971 | 14,778 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 280,681 | 14,710 | 0.55% | 0.55% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 279,481 | 14,647 | 2.5% | 2.5% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 276,838 | 14,509 | 4.52% | 4.52% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Capital Management LLC | History | No change | 275,229 | 14,424 | 1.61% | 1.61% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 273,721 | 14,345 | 0.16% | 0.16% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Wealth Partners, LLC | History | No change | 265,804 | 13,930 | 1.98% | 1.98% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smithfield Trust Co | History | No change | 258,275 | 13,537 | 0.54% | 0.54% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCTC Holdings, LLC | History | No change | 257,417 | 13,491 | 0.35% | 0.35% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MTC Wealth Management LLC | History | No change | 254,281 | 13,326 | 5.98% | 5.98% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Galilei Investment Office LLP | History | No change | 253,721 | 13,297 | 6.1% | 6.1% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AFFINITY WEALTH LLC | History | No change | 252,844 | 13,251 | 7.12% | 7.12% | 157 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Paulson Wealth Management Inc. | History | No change | 252,024 | 13,208 | 2.8% | 2.8% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kiker Wealth Management, LLC | History | No change | 250,646 | 13,136 | 5.13% | 5.13% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Disciplina Capital Management LLC | History | No change | 248,592 | 13,028 | 1.35% | 1.35% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 248,395 | 13,018 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 248,306 | 13,013 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smith Salley Wealth Management | History | No change | 245,485 | 12,865 | 0.56% | 0.56% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 244,321 | 12,804 | 0.32% | 0.32% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NBT BANK, N.A. | History | No change | 241,578 | 12,661 | 0.84% | 0.84% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 240,709 | 12,632 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | No change | 240,700 | 12,618 | 8.51% | 8.51% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 240,195 | 12,588 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 239,299 | 12,561 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 238,502 | 12,499 | 0.54% | 0.54% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 237,894 | 12,468 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 235,028 | 12,317 | 1.96% | 1.96% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TICINO WEALTH | History | No change | 233,447 | 12,234 | 3.86% | 3.86% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 230,809 | 12,096 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 228,227 | 11,961 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Capital Management, LLC | History | No change | 227,201 | 11,907 | 0.81% | 0.81% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 227,117 | 11,903 | 4.49% | 4.49% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avior Wealth Management, LLC | History | No change | 217,255 | 11,386 | 0.3% | 0.3% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Forward, LLC | History | No change | 208,621 | 10,933 | 5.44% | 5.44% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 203,927 | 10,687 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 199,000 | 10,429 | 1.06% | 1.06% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 195,950 | 10,269 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthstar Advisors, LLC | History | No change | 194,548 | 10,196 | 2.97% | 2.97% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kroeger Financial Partners | History | No change | 193,295 | 10,130 | 9.79% | 9.79% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Powers Advisory Group, LLC | History | No change | 190,125 | 9,964 | 3.12% | 3.12% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 189,106 | 9,911 | 0.59% | 0.59% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 188,580 | 9,883 | 0.85% | 0.85% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 187,190 | 9,810 | 0.57% | 0.57% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 187,185 | 9,810 | 2.45% | 2.45% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Heck Capital Advisors, LLC | History | No change | 186,679 | 9,783 | 0.58% | 0.58% | 190 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 182,382 | 9,567 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 182,189 | 9,548 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 181,196 | 9,496 | 1.1% | 1.1% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kelsey Financial, LLC | History | No change | 180,138 | 9,441 | 7.16% | 7.16% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Artesa Financial Group, LLC | History | No change | 179,447 | 9,404 | 8.03% | 8.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BURNS J W & CO INC/NY | History | No change | 178,750 | 9,368 | 0.98% | 0.98% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 166,169 | 8,710 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 164,980 | 8,646 | 0.37% | 0.37% | 198 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JPL Wealth Management, LLC | History | No change | 162,617 | 8,522 | 1.69% | 1.69% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 161,544 | 8,466 | 0.99% | 0.99% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 160,754 | 8,425 | 0.22% | 0.22% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 159,641 | 8,366 | 1.21% | 1.21% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aspen Investment Management Inc | History | No change | 158,883 | 8,327 | 2.24% | 2.24% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 158,147 | 8,288 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CROBAN | History | No change | 155,936 | 8,170 | 3.6% | 3.6% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | No change | 155,301 | 8,139 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 153,852 | 8,063 | 2.43% | 2.43% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SEMITAM BONAM LLC | History | No change | 153,771 | 8,059 | 5.92% | 5.92% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 152,140 | 7,973 | 0.23% | 0.23% | 209 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clear Retirement Advice LLC | History | No change | 151,850 | 7,958 | 5.45% | 5.45% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 151,346 | 7,932 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 150,113 | 7,867 | 0.43% | 0.43% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mendota Financial Group, LLC | History | No change | 146,166 | 7,660 | 4.75% | 4.75% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 145,413 | 7,621 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROFFITT & GOODSON INC | History | No change | 144,029 | 7,548 | 1.04% | 1.04% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Retirement Planning Group, LLC | History | No change | 142,025 | 7,443 | 0.19% | 0.19% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1832 Asset Management L.P. | History | No change | 141,518 | 7,416 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 137,200 | 7,190 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mittelman Wealth Management | History | No change | 30,463 | 7,185 | 4.75% | 4.75% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 135,771 | 7,115 | 2.22% | 2.22% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 135,742 | 7,114 | 0.11% | 0.11% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Counsel, LLC | History | No change | 134,449 | 7,046 | 0.87% | 0.87% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 131,490 | 6,891 | 0.81% | 0.81% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 127,588 | 6,686 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED BANK | History | No change | 127,313 | 6,672 | 0.78% | 0.78% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HSBC HOLDINGS PLC | History | No change | 126,771 | 6,644 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 125,837 | 6,595 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | No change | 125,786 | 6,592 | 0.12% | 0.12% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 123,703 | 6,483 | 0.77% | 0.77% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 123,000 | 6,446 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Shore Point Advisors, LLC | History | No change | 134,168 | 6,408 | 2.19% | 2.19% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 121,161 | 6,350 | 0.34% | 0.34% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 119,822 | 6,279 | 0.62% | 0.62% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 118,885 | 6,230 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMARA FINANCIAL, LLC. | History | No change | 117,911 | 6,179 | 3.7% | 3.7% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 114,318 | 5,991 | 0.1% | 0.1% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 113,828 | 5,965 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 111,774 | 5,858 | 0.62% | 0.62% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 111,556 | 5,846 | 0.54% | 0.54% | 239 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 112,148 | 5,803 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TABLEAUX LLC | History | No change | 110,404 | 5,786 | 2.44% | 2.44% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 108,988 | 5,728 | 0.49% | 0.49% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 108,761 | 5,700 | 4.05% | 4.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| True Freedom Investing, LLC | History | No change | 107,643 | 5,657 | 0.44% | 0.44% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 107,144 | 5,615 | 1.21% | 1.21% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVIS R M INC | History | No change | 106,981 | 5,606 | 0.09% | 0.09% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Agate Pass Investment Management, LLC | History | No change | 106,227 | 5,567 | 2.05% | 2.05% | 247 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Providence Capital Advisors, LLC | History | No change | 106,219 | 5,566 | 0.84% | 0.84% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Management LLC | History | No change | 106,145 | 5,563 | 0.37% | 0.37% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 105,245 | 5,515 | 1.11% | 1.11% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 104,999 | 5,480 | 1.09% | 1.09% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 103,775 | 5,438 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | No change | 103,747 | 5,437 | 0.17% | 0.17% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Portfolios, Inc. | History | No change | 102,614 | 5,378 | 0.39% | 0.39% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 99,895 | 5,235 | 3.84% | 3.84% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Roundview Capital LLC | History | No change | 99,392 | 5,209 | 0.28% | 0.28% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 99,376 | 5,208 | 0.24% | 0.24% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 98,866 | 5,181 | 0.43% | 0.43% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 98,639 | 5,169 | 0.32% | 0.32% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 97,430 | 5,106 | 1.85% | 1.85% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pines Wealth Management, LLC | History | No change | 97,405 | 5,104 | 1.47% | 1.47% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Veridan Wealth LLC | History | No change | 97,160 | 5,092 | 1.73% | 1.73% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 97,028 | 5,085 | 1.37% | 1.37% | 263 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 95,784 | 5,020 | 0.13% | 0.13% | 264 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 95,334 | 4,996 | 0.49% | 0.49% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 94,811 | 4,969 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 94,232 | 4,938 | 0.43% | 0.43% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ally Invest Advisors Inc. | History | No change | 93,130 | 4,880 | 0.29% | 0.29% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | No change | 93,094 | 4,879 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CWA Asset Management Group, LLC | History | No change | 90,724 | 4,754 | 0.14% | 0.14% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 90,647 | 4,750 | 0.32% | 0.32% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quaker Capital Investments, LLC | History | No change | 90,200 | 4,727 | 1.29% | 1.29% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fire Capital Management LLC | History | No change | 89,854 | 4,709 | 1.92% | 1.92% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Martin Capital Partners, LLC | History | No change | 88,807 | 4,654 | 1.71% | 1.71% | 274 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 87,994 | 4,611 | 1.07% | 1.07% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 87,816 | 4,602 | 0.22% | 0.22% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apella Capital, LLC | History | No change | 87,657 | 4,573 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Regal Investment Advisors LLC | History | No change | 86,384 | 4,527 | 0.24% | 0.24% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 85,657 | 4,489 | 0.17% | 0.17% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 85,561 | 4,484 | 0.33% | 0.33% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 85,350 | 4,473 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Edgestream Partners, L.P. | History | No change | 85,136 | 4,461 | 0.13% | 0.13% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bull Street Advisors, LLC | History | No change | 84,055 | 4,405 | 2.01% | 2.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 83,365 | 4,369 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 82,764 | 4,337 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELCH & FORBES LLC | History | No change | 82,588 | 4,328 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BOKF, NA | History | No change | 82,433 | 4,320 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 81,788 | 4,292 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 81,232 | 4,257 | 0.43% | 0.43% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Boltwood Capital Management | History | Added to | 82,882 | 4,246 | 0.96% | 0.98% | 290 | +1,577 | 1.94% | Q3 2026 | Oct 02, 2026 |
| Chesley Taft & Associates LLC | History | No change | 80,593 | 4,223 | 0.16% | 0.16% | 291 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Eley Financial Management, Inc | History | No change | 79,472 | 4,165 | 1.35% | 1.35% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 79,362 | 4,159 | 0.83% | 0.83% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Maia Wealth LLC | History | No change | 78,742 | 4,126 | 0.61% | 0.61% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investment Advisory Group, LLC | History | No change | 78,511 | 4,114 | 0.89% | 0.89% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthfront Advisers LLC | History | No change | 77,414 | 4,057 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DMC Group, LLC | History | No change | 77,296 | 4,051 | 2.78% | 2.78% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 77,292 | 4,050 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 76,896 | 4,030 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 77,560 | 3,973 | 1.02% | 1.06% | 300 | -292 | -0.38% | Q3 2026 | Oct 06, 2026 |