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 | Reduced | 1,635,100 | 99,266 | 0.01% | 0.01% | 1 | -11,129 | -0.68% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | New | 476,282 | 28,915 | 0.49% | — | 2 | +476,282 | New | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | Reduced | 354,620 | 21,529 | 0.0% | 0.0% | 3 | -453,820 | -56.14% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 338,105 | 20,526 | 0.0% | 0.0% | 4 | +1,509 | 0.45% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 300,317 | 18,232 | 0.0% | 0.0% | 5 | +12,024 | 4.17% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 288,965 | 17,543 | 0.59% | 0.52% | 6 | -28,860 | -9.08% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 141,909 | 8,615 | 0.0% | 0.0% | 7 | +155 | 0.11% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 129,319 | 7,851 | 0.03% | 0.02% | 8 | -146 | -0.11% | Q2 2026 | Aug 11, 2026 |
| Nelson Capital Management, LLC | History | Added to | 93,976 | 5,705 | 0.63% | 0.5% | 9 | +77 | 0.08% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 89,831 | 5,141 | 0.0% | 0.0% | 10 | +5,112 | 6.03% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 68,590 | 4,164 | 0.0% | 0.0% | 11 | +18,060 | 35.74% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 65,996 | 4,006 | 0.0% | 0.0% | 12 | +24,227 | 58.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 57,427 | 3,486 | 0.0% | 0.0% | 13 | +496 | 0.87% | Q2 2026 | Aug 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 48,935 | 2,970 | 0.97% | 0.7% | 14 | +4,757 | 10.77% | Q2 2026 | Aug 03, 2026 |
| NorthRock Partners, LLC | History | Added to | 47,878 | 2,906 | 0.04% | 0.03% | 15 | +618 | 1.31% | Q2 2026 | Aug 11, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 47,456 | 2,881 | 0.14% | 0.13% | 16 | -5,192 | -9.86% | Q2 2026 | Jul 24, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 46,680 | 2,833 | 6.49% | 5.52% | 17 | -3,679 | -7.31% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Added to | 46,046 | 2,795 | 0.01% | 0.01% | 18 | +9,287 | 25.26% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 45,920 | 2,788 | 0.01% | 0.01% | 19 | -1,819 | -3.81% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | Added to | 44,869 | 2,724 | 0.01% | 0.01% | 20 | +6,303 | 16.34% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 44,196 | 2,683 | 0.08% | 0.06% | 21 | +4,832 | 12.28% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,957 | 2,486 | 0.0% | 0.0% | 22 | -3,162 | -7.17% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 37,719 | 2,290 | 0.0% | 0.0% | 23 | -11,833 | -23.88% | Q2 2026 | Aug 14, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 35,395 | 2,148 | 1.22% | 0.97% | 24 | +2,173 | 6.54% | Q2 2026 | Jul 15, 2026 |
| Stenham Asset Management Ltd | History | Added to | 32,723 | 1,986 | 1.42% | 0.5% | 25 | +9,164 | 38.9% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,085 | 1,947 | 0.01% | 0.01% | 26 | +794 | 2.54% | Q2 2026 | Jul 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 31,692 | 1,924 | 1.02% | 0.82% | 27 | +300 | 0.96% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 30,652 | 1,860 | 0.04% | 0.02% | 28 | +19,252 | 168.88% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 30,152 | 1,830 | 0.0% | 0.0% | 29 | +837 | 2.86% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 29,994 | 1,820 | 0.0% | 0.0% | 30 | -13,358 | -30.81% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | Added to | 28,285 | 1,717 | 0.07% | 0.06% | 31 | +28 | 0.1% | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 28,030 | 1,701 | 0.14% | 0.12% | 32 | -306 | -1.08% | Q2 2026 | Aug 10, 2026 |
| Kassira Wealth Management LLC | History | Added to | 26,368 | 1,600 | 1.28% | 1.04% | 33 | +414 | 1.6% | Q2 2026 | Aug 07, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 21,712 | 1,318 | 1.7% | 1.42% | 34 | +3 | 0.01% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,791 | 1,262 | 0.0% | 0.0% | 35 | -1,129 | -5.15% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,705 | 1,257 | 0.0% | 0.0% | 36 | +1,134 | 5.79% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,586 | 1,189 | 0.0% | 0.0% | 37 | -116,772 | -85.64% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 19,126 | 1,161 | 0.02% | 0.02% | 38 | -449 | -2.29% | Q2 2026 | Jul 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 18,689 | 1,134 | 0.08% | 0.05% | 39 | +2,050 | 12.32% | Q2 2026 | Jul 20, 2026 |
| Krilogy Financial LLC | History | Added to | 18,250 | 1,107 | 0.03% | 0.03% | 40 | +386 | 2.16% | Q2 2026 | Jul 27, 2026 |
| DARA CAPITAL US, INC. | History | No change | 17,115 | 1,039 | 0.72% | 0.71% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,874 | 1,024 | 0.0% | 0.0% | 42 | -5,452 | -24.42% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 15,505 | 941 | 0.06% | 0.05% | 43 | -500 | -3.12% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | Added to | 15,229 | 924 | 0.0% | 0.0% | 44 | +415 | 2.8% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 15,160 | 920 | 0.14% | 0.11% | 45 | +31 | 0.2% | Q2 2026 | Aug 05, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 15,000 | 910 | 0.03% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| POM Investment Strategies, LLC | History | Added to | 14,986 | 909 | 1.03% | 0.4% | 47 | +7,597 | 102.81% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,709 | 892 | 0.0% | 0.0% | 48 | -119 | -0.8% | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 14,140 | 858 | 0.35% | 0.29% | 49 | +427 | 3.11% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,825 | 839 | 0.03% | 0.02% | 50 | +1,162 | 9.18% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,815 | 838 | 0.0% | 0.0% | 51 | +506 | 3.8% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 13,551 | 798 | 0.02% | 0.02% | 52 | -925 | -6.39% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | Reduced | 13,090 | 794 | 0.0% | 0.0% | 53 | -439 | -3.24% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,928 | 724 | 0.0% | 0.0% | 54 | -2,065 | -14.76% | 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 | New | 11,393 | 691 | 0.0% | — | 56 | +11,393 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 11,062 | 671 | 0.0% | 0.0% | 57 | -265 | -2.34% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 11,047 | 670 | 0.01% | — | 58 | +11,047 | New | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,547 | 640 | 0.0% | 0.0% | 59 | -2,626 | -19.93% | Q2 2026 | Aug 05, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 10,327 | 626 | 0.15% | 0.12% | 60 | -1,465 | -12.42% | 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 | Reduced | 10,150 | 616 | 0.01% | 0.01% | 62 | -8,760 | -46.32% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Reduced | 9,961 | 604 | 0.0% | 0.0% | 63 | -757 | -7.06% | Q2 2026 | Aug 14, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 9,850 | 598 | 0.18% | 0.08% | 64 | +4,595 | 87.44% | Q2 2026 | Jul 09, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 9,785 | 594 | 0.15% | 0.01% | 65 | +9,354 | 2170.3% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,177 | 557 | 0.03% | 0.03% | 66 | +224 | 2.5% | Q2 2026 | Aug 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 8,602 | 522 | 0.04% | 0.03% | 67 | -404 | -4.49% | Q2 2026 | Jul 24, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,525 | 517 | 0.0% | 0.0% | 68 | -442 | -4.93% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 7,905 | 480 | 0.05% | 0.04% | 69 | +181 | 2.34% | Q2 2026 | Jul 16, 2026 |
| City State Bank | History | No change | 7,849 | 476 | 0.11% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,423 | 450 | 0.0% | 0.0% | 71 | -1,020 | -12.08% | Q2 2026 | Sep 23, 2026 |
| 10Elms LLP | History | Added to | 7,207 | 437 | 0.18% | 0.16% | 72 | +1,231 | 20.6% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 6,329 | 432 | 0.02% | 0.02% | 73 | +1 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,014 | 425 | 0.0% | 0.0% | 74 | -2,942 | -29.55% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,994 | 424 | 0.0% | 0.0% | 75 | -2,080 | -22.92% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,859 | 416 | 0.02% | 0.02% | 76 | -1,153 | -14.39% | Q2 2026 | Jul 20, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | New | 6,365 | 386 | 0.19% | — | 77 | +6,365 | New | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | Reduced | 6,108 | 370 | 0.01% | 0.01% | 78 | -216 | -3.42% | Q2 2026 | Aug 14, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 6,013 | 365 | 0.1% | 0.08% | 80 | -8 | -0.13% | Q2 2026 | Jul 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 6,015 | 365 | 0.13% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | New | 5,919 | 359 | 0.0% | — | 81 | +5,919 | New | 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 | Reduced | 5,314 | 322 | 0.0% | 0.0% | 83 | -26 | -0.49% | Q2 2026 | Sep 08, 2026 |
| J. Mark Nickell & Co. | History | Added to | 4,971 | 301 | 0.24% | 0.22% | 84 | +149 | 3.09% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | New | 4,808 | 291 | 0.0% | — | 85 | +4,808 | New | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,766 | 289 | 0.0% | 0.0% | 86 | -966 | -16.85% | Q2 2026 | Jul 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 4,659 | 282 | 0.01% | 0.01% | 87 | -200 | -4.12% | Q2 2026 | Jul 17, 2026 |
| Trexquant Investment LP | History | Reduced | 4,639 | 281 | 0.0% | 0.0% | 88 | -2,091 | -31.07% | Q2 2026 | Aug 14, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 4,333 | 263 | 0.48% | 0.55% | 89 | -1,772 | -29.03% | Q2 2026 | Aug 10, 2026 |
| Opus Financial Solutions LLC | History | New | 4,156 | 252 | 0.2% | — | 90 | +4,156 | New | Q2 2026 | Jul 24, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 4,149 | 251 | 0.07% | — | 91 | +4,149 | New | Q2 2026 | Jul 24, 2026 |
| Forum Private Client Group LLC | History | New | 4,117 | 249 | 0.07% | — | 92 | +4,117 | New | Q2 2026 | Aug 12, 2026 |
| Bulwark Capital Corp | History | No change | 4,085 | 248 | 0.14% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sierra Capital LLC | History | New | 4,040 | 245 | 0.02% | — | 94 | +4,040 | New | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Reduced | 4,041 | 245 | 0.01% | 0.01% | 95 | -819 | -16.85% | 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 | New | 3,878 | 235 | 0.13% | — | 98 | +3,878 | New | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Reduced | 3,820 | 231 | 0.01% | 0.02% | 99 | -9,751 | -71.85% | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | New | 3,780 | 229 | 0.0% | — | 100 | +3,780 | New | Q2 2026 | Aug 06, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 3,706 | 224 | 0.06% | — | 101 | +3,706 | New | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,671 | 222 | 0.0% | 0.0% | 102 | +193 | 5.55% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | New | 3,554 | 215 | 0.0% | — | 103 | +3,554 | New | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 3,502 | 213 | 0.0% | — | 104 | +3,502 | New | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | New | 3,456 | 209 | 0.0% | — | 105 | +3,456 | New | Q2 2026 | Aug 11, 2026 |
| Mascagni Wealth Management, Inc. | History | New | 3,441 | 208 | 0.13% | — | 107 | +3,441 | New | Q2 2026 | Jul 31, 2026 |
| NOVEM GROUP | History | New | 3,433 | 208 | 0.02% | — | 106 | +3,433 | New | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 3,425 | 207 | 0.0% | 0.0% | 108 | -183 | -5.07% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,355 | 203 | 0.0% | 0.0% | 109 | +3,197 | 2023.42% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | New | 3,300 | 200 | 0.0% | — | 110 | +3,300 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 3,145 | 190 | 0.0% | 0.0% | 111 | -296 | -8.6% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,898 | 175 | 0.01% | 0.01% | 112 | +757 | 35.36% | Q2 2026 | Sep 15, 2026 |
| Arax Advisory Partners | History | New | 2,400 | 145 | 0.0% | — | 113 | +2,400 | New | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,300 | 140 | 0.01% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,162 | 131 | 0.0% | — | 115 | +2,161 | 216100.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 2,051 | 124 | 0.0% | 0.0% | 116 | +73 | 3.69% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | Added to | 2,040 | 123 | 0.0% | 0.0% | 117 | +1,888 | 1242.11% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,913 | 116 | 0.01% | 0.01% | 118 | -68 | -3.43% | Q2 2026 | Aug 05, 2026 |
| Y.D. More Investments Ltd | History | Added to | 1,895 | 114 | 0.0% | 0.0% | 119 | +150 | 8.6% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,785 | 108 | 0.0% | 0.0% | 120 | +1 | 0.06% | 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 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,511 | 91 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | Reduced | 1,493 | 90 | 0.02% | 0.02% | 124 | -536 | -26.42% | Q2 2026 | Jul 20, 2026 |
| BESSEMER GROUP INC | History | No change | 1,490 | 90 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planning Strategies Inc. | History | New | 1,465 | 88 | 0.05% | — | 125 | +1,465 | New | Q2 2026 | Jul 27, 2026 |
| Activest Wealth Management | History | No change | 1,307 | 79 | 0.02% | 0.01% | 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 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 999 | 60 | 0.0% | 0.0% | 129 | -52 | -4.95% | Q2 2026 | Aug 12, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 60 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 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% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key Capital Management, INC | History | Added to | 732 | 44 | 0.02% | 0.02% | 132 | +122 | 20.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 605 | 36 | 0.0% | 0.0% | 133 | +528 | 685.71% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Reduced | 561 | 34 | 0.0% | 0.0% | 134 | -58 | -9.37% | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | Added to | 540 | 32 | 0.01% | 0.01% | 135 | +1 | 0.19% | 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 | Added to | 444 | 26 | 0.0% | 0.0% | 137 | +227 | 104.61% | Q2 2026 | Aug 12, 2026 |
| Montgomery Financial Services LLC | History | New | 428 | 25 | 0.02% | — | 139 | +428 | New | Q2 2026 | Aug 12, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 420 | 25 | 0.01% | — | 138 | +420 | New | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 373 | 22 | 0.0% | 0.0% | 140 | +1 | 0.27% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 350 | 21 | 0.0% | — | 141 | +350 | New | 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 |
| IFG Advisory, LLC | History | New | 238 | 14 | 0.0% | — | 149 | +238 | New | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 237 | 14 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 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 |
| OBSIDIAN CIO, LLC | History | New | 151 | 9 | 0.01% | — | 155 | +151 | New | Q2 2026 | Aug 03, 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 |
| Networth Advisors, LLC | History | No change | 153 | 9 | 0.01% | 0.0% | 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 |
| Rossby Financial, LCC | History | Added to | 104 | 6 | 0.0% | — | 163 | +101 | 3366.67% | Q2 2026 | Aug 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 115 | 6 | 0.0% | 0.0% | 158 | +30 | 35.29% | Q2 2026 | Jul 23, 2026 |
| Graney & King, LLC | History | Added to | 112 | 6 | 0.0% | 0.0% | 162 | +24 | 27.27% | Q2 2026 | Aug 07, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 115 | 6 | 0.01% | 0.0% | 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 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 90 | 5 | 0.0% | 0.0% | 165 | -22 | -19.64% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 93 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | New | 70 | 4 | 0.0% | — | 168 | +70 | New | 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 |
| Mascoma Wealth Management LLC | History | Reduced | 63 | 3 | 0.0% | 0.01% | 169 | -577 | -90.16% | Q2 2026 | Jul 24, 2026 |
| WEST PACES ADVISORS INC. | History | New | 42 | 2 | 0.0% | — | 174 | +42 | New | Q2 2026 | Jul 17, 2026 |
| LifeSteps Financial, Inc. | History | New | 40 | 2 | 0.0% | — | 171 | +40 | New | Q2 2026 | Jul 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 35 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 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 |
| BlackRock, Inc. | History | New | 22 | 1 | 0.0% | — | 176 | +22 | New | Q2 2026 | Aug 07, 2026 |
| Glassman Wealth Services | History | No change | 22 | 1 | 0.0% | — | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,658 | -100.0% | Q2 2026 | Sep 02, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.7% | — | -26,072 | -100.0% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,208 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,133 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -18,405 | -100.0% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,721 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,168 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,570 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,298 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,563 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,099 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Forum Finance Group S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -780 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -431 | -100.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q2 2026 | Jul 28, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Roxbury Financial LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |