iSHARES TRUST - IHAK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 1,635,100 | 99,266 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | No change | 476,282 | 28,915 | 0.49% | 0.49% | 2 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | No change | 354,620 | 21,529 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 338,105 | 20,526 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 300,317 | 18,232 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | No change | 288,965 | 17,543 | 0.59% | 0.59% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 141,909 | 8,615 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 129,319 | 7,851 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nelson Capital Management, LLC | History | No change | 93,976 | 5,705 | 0.63% | 0.63% | 9 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 89,831 | 5,141 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 68,590 | 4,164 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 65,996 | 4,006 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 57,427 | 3,486 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 48,935 | 2,970 | 0.97% | 0.97% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthRock Partners, LLC | History | No change | 47,878 | 2,906 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aprio Wealth Management, LLC | History | No change | 47,456 | 2,881 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 46,680 | 2,833 | 6.49% | 6.49% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 46,046 | 2,795 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 45,920 | 2,788 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 44,869 | 2,724 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 44,196 | 2,683 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 40,957 | 2,486 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 37,719 | 2,290 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 35,395 | 2,148 | 1.22% | 1.22% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stenham Asset Management Ltd | History | No change | 32,723 | 1,986 | 1.42% | 1.42% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 32,085 | 1,947 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 31,692 | 1,924 | 1.02% | 1.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 30,652 | 1,860 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 30,152 | 1,830 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 29,994 | 1,820 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 28,285 | 1,717 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 28,030 | 1,701 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kassira Wealth Management LLC | History | No change | 26,368 | 1,600 | 1.28% | 1.28% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 21,712 | 1,318 | 1.7% | 1.7% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 20,791 | 1,262 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,705 | 1,257 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,586 | 1,189 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 19,126 | 1,161 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 18,689 | 1,134 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Krilogy Financial LLC | History | No change | 18,250 | 1,107 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DARA CAPITAL US, INC. | History | No change | 17,115 | 1,039 | 0.72% | 0.72% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,874 | 1,024 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 15,505 | 941 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 15,229 | 924 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 15,160 | 920 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 15,000 | 910 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| POM Investment Strategies, LLC | History | No change | 14,986 | 909 | 1.03% | 1.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,709 | 892 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 14,140 | 858 | 0.35% | 0.35% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 13,825 | 839 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,815 | 838 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 13,551 | 798 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 13,090 | 794 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 11,928 | 724 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,679 | 711 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 11,393 | 691 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,062 | 671 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,047 | 670 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 10,547 | 640 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centurion Wealth Management LLC | History | No change | 10,327 | 626 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waldron Private Wealth LLC | History | No change | 10,245 | 621 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 10,150 | 616 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 9,961 | 604 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WARNER FINANCIAL, INC | History | No change | 9,850 | 598 | 0.18% | 0.18% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingdom Financial Group LLC. | History | No change | 9,785 | 594 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 9,177 | 557 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 8,602 | 522 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,525 | 517 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 7,905 | 480 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| City State Bank | History | No change | 7,849 | 476 | 0.11% | 0.11% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,423 | 450 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| 10Elms LLP | History | No change | 7,207 | 437 | 0.18% | 0.18% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 6,329 | 432 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 7,014 | 425 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,994 | 424 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 6,859 | 416 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 6,365 | 386 | 0.19% | 0.19% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | No change | 6,108 | 370 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 6,015 | 365 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Purus Wealth Management, LLC | History | No change | 6,013 | 365 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Amundi | History | No change | 5,919 | 359 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,419 | 328 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,314 | 322 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| J. Mark Nickell & Co. | History | No change | 4,971 | 301 | 0.24% | 0.24% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 4,808 | 291 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,766 | 289 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sowell Financial Services LLC | History | No change | 4,659 | 282 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trexquant Investment LP | History | No change | 4,639 | 281 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Financial Advisors Inc | History | No change | 4,333 | 263 | 0.48% | 0.48% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Opus Financial Solutions LLC | History | No change | 4,156 | 252 | 0.2% | 0.2% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 4,149 | 251 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forum Private Client Group LLC | History | No change | 4,117 | 249 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bulwark Capital Corp | History | No change | 4,085 | 248 | 0.14% | 0.14% | 93 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sierra Capital LLC | History | No change | 4,040 | 245 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 4,041 | 245 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 5,539 | 241 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 3,900 | 236 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 3,878 | 235 | 0.13% | 0.13% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 3,820 | 231 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,780 | 229 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 3,706 | 224 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,671 | 222 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,554 | 215 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,502 | 213 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,456 | 209 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOVEM GROUP | History | No change | 3,433 | 208 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 3,441 | 208 | 0.13% | 0.13% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,425 | 207 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,355 | 203 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 3,300 | 200 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,145 | 190 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,898 | 175 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Arax Advisory Partners | History | No change | 2,400 | 145 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,300 | 140 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,162 | 131 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,051 | 124 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 2,040 | 123 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,913 | 116 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,895 | 114 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,785 | 108 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 1,775 | 107 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Planning Strategies Inc. | History | Added to | 1,555 | 105 | 0.06% | 0.05% | 122 | +90 | 6.14% | Q3 2026 | Oct 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,511 | 91 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BESSEMER GROUP INC | History | No change | 1,490 | 90 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 1,493 | 90 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Activest Wealth Management | History | No change | 1,307 | 79 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,233 | 74 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 60 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 999 | 60 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 961 | 58 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Raleigh Capital Management Inc. | History | No change | 873 | 52 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key Capital Management, INC | History | No change | 732 | 44 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 605 | 36 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 561 | 34 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 540 | 32 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 485 | 29 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 444 | 26 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 420 | 25 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Montgomery Financial Services LLC | History | No change | 428 | 25 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 373 | 22 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 350 | 21 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 342 | 20 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 303 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 309 | 18 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 300 | 18 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 285 | 17 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Monetary Solutions, Ltd | History | No change | 250 | 15 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BFSG, LLC | History | No change | 237 | 14 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | No change | 238 | 14 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New Hampshire | History | No change | 200 | 12 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 171 | 10 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 150 | 9 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 152 | 9 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 151 | 9 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Networth Advisors, LLC | History | No change | 153 | 9 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 125 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 115 | 6 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 115 | 6 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gould Capital, LLC | History | No change | 104 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 109 | 6 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Graney & King, LLC | History | No change | 112 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 104 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | No change | 93 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 90 | 5 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS | History | No change | 78 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 74 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 70 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mascoma Wealth Management LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | History | No change | 35 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LifeSteps Financial, Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 42 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Glassman Wealth Services | History | No change | 22 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Roxbury Financial LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |