iSHARES TRUST - IHE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 2,732,837 | 270,578 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 862,713 | 85,417 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 553,812 | 55,453 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 457,623 | 45,309 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 230,925 | 22,863 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 192,500 | 19,059 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 190,000 | 18,811 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 185,841 | 18,400 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 135,148 | 13,381 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 122,642 | 12,054 | 1.18% | 1.18% | 10 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | No change | 110,100 | 10,901 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 75,451 | 7,470 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 75,432 | 7,468 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 71,836 | 7,112 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monument Capital Management | History | No change | 60,787 | 6,018 | 1.21% | 1.21% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 52,491 | 5,197 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 52,448 | 5,192 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Investment Counsel Inc. | History | No change | 49,456 | 4,894 | 1.34% | 1.34% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | No change | 47,786 | 4,802 | 0.46% | 0.46% | 19 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 45,000 | 4,455 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 43,401 | 4,297 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 41,731 | 4,132 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 37,534 | 3,716 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FFG Partners, LLC | History | No change | 35,599 | 3,524 | 1.0% | 1.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 35,469 | 3,511 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Merit Financial Group, LLC | History | No change | 31,245 | 3,093 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 30,321 | 3,002 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,720 | 2,843 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 25,914 | 2,565 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 24,815 | 2,456 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 24,775 | 2,452 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 23,489 | 2,325 | 0.3% | 0.3% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 22,455 | 2,223 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wagner Wealth Management, Corp | History | No change | 20,933 | 2,072 | 1.67% | 1.67% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 20,360 | 2,015 | 0.19% | 0.19% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 20,171 | 1,997 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 19,565 | 1,937 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 19,008 | 1,882 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 18,639 | 1,847 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 17,707 | 1,753 | 0.55% | 0.55% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPINNAKER TRUST | History | No change | 15,849 | 1,569 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Massachusetts Wealth Management | History | No change | 14,625 | 1,448 | 0.55% | 0.55% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Management Group, Inc. | History | No change | 12,997 | 1,286 | 0.19% | 0.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 12,221 | 1,210 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brendel Financial Advisors LLC | History | No change | 11,958 | 1,183 | 0.55% | 0.55% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| One Capital Management, LLC | History | No change | 13,205 | 1,144 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 11,525 | 1,141 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 11,310 | 1,119 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 10,068 | 996 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schuylkill Financial LLC | History | No change | 10,018 | 991 | 0.92% | 0.92% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 10,000 | 990 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,721 | 962 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,673 | 958 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 9,572 | 947 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 9,341 | 924 | 0.13% | 0.13% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | No change | 9,262 | 917 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,211 | 911 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 9,093 | 900 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Global Investments | History | No change | 8,822 | 873 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,510 | 842 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 8,250 | 816 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,820 | 774 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banque Transatlantique SA | History | No change | 7,587 | 751 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lynx Investment Advisory | History | No change | 7,322 | 724 | 0.24% | 0.24% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,077 | 700 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 6,916 | 684 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 6,786 | 671 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,773 | 670 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 6,661 | 669 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 6,561 | 649 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,489 | 642 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisors, LLC | History | No change | 6,415 | 635 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,315 | 625 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,215 | 615 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,138 | 608 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 6,077 | 601 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,813 | 575 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,770 | 571 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 5,627 | 564 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,574 | 551 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 5,457 | 540 | 0.31% | 0.31% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,323 | 527 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 5,296 | 524 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 4,980 | 493 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,976 | 492 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 4,924 | 487 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 4,567 | 452 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,490 | 444 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 4,481 | 443 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avior Wealth Management, LLC | History | No change | 4,271 | 422 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,029 | 398 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 3,779 | 374 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Partners Group, Inc | History | No change | 3,765 | 372 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Madison Wealth Partners, Inc | History | No change | 3,748 | 371 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 3,674 | 363 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 3,615 | 357 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,560 | 352 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 3,454 | 342 | 0.16% | 0.16% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,367 | 333 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,327 | 329 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Essex Bank | History | No change | 3,300 | 326 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| V2 Financial group LLC | History | No change | 3,300 | 326 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hudock, Inc. | History | No change | 3,234 | 320 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 3,060 | 302 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Manchester Capital Management LLC | History | No change | 3,000 | 297 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 2,967 | 293 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Capital Management, LLC | History | No change | 2,945 | 291 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 2,918 | 288 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,860 | 283 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lifeworks Advisors, LLC | History | No change | 2,813 | 278 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 2,796 | 276 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Y.D. More Investments Ltd | History | No change | 2,700 | 267 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 2,619 | 259 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,582 | 255 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,571 | 254 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,510 | 248 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 2,503 | 247 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | No change | 2,458 | 243 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aviance Capital Partners, LLC | History | No change | 2,412 | 238 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,377 | 235 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,336 | 231 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 2,310 | 228 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,221 | 219 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,196 | 217 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,158 | 214 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 2,045 | 208 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prism Advisors, Inc. | History | No change | 2,108 | 208 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aprio Wealth Management, LLC | History | No change | 2,100 | 207 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GeoWealth Management, LLC | History | No change | 1,511 | 149 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 1,490 | 147 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrity Financial Corp /WA | History | No change | 1,434 | 141 | 0.07% | 0.07% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,429 | 141 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BlackRock, Inc. | History | No change | 1,416 | 140 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,365 | 135 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 1,364 | 135 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AlphaCore Capital LLC | History | No change | 1,290 | 127 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 977 | 96 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 900 | 89 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 870 | 85 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 846 | 83 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 841 | 83 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 814 | 80 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 798 | 79 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 762 | 75 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 743 | 73 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisor Network LLC | History | No change | 713 | 70 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 697 | 69 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 685 | 67 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Analysts, LLC | History | No change | 642 | 64 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 630 | 62 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 609 | 60 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 579 | 57 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 660 | 57 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 55,779 | 55 | 0.0% | — | 154 | +55,779 | New | Q3 2026 | Oct 06, 2026 |
| Piscataqua Savings Bank | History | No change | 498 | 49 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Accent Capital Management, LLC | History | No change | 500 | 49 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 493 | 48 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 480 | 47 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regatta Research & Money Management | History | No change | 480 | 47 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Added to | 445 | 45 | 0.0% | 0.0% | 161 | +13 | 3.01% | Q3 2026 | Oct 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 463 | 45 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 450 | 44 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arlington Trust Co LLC | History | No change | 450 | 44 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 429 | 42 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Raleigh Capital Management Inc. | History | No change | 389 | 38 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 330 | 32 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairscale Capital, LLC | History | No change | 303 | 30 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 300 | 29 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 300 | 29 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 288 | 28 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 291 | 28 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 281 | 27 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 266 | 26 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 233 | 23 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | No change | 231 | 22 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 212 | 21 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 210 | 20 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 198 | 19 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 190 | 18 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | No change | 188 | 18 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 178 | 17 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 177 | 17 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 168 | 16 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| High Point Wealth Management, LLC | History | No change | 153 | 15 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 144 | 14 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Realta Investment Advisors | History | No change | 144 | 14 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | No change | 150 | 14 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 150 | 14 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 129 | 12 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | No change | 101 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 109 | 10 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EPG Wealth Management LLC | History | No change | 108 | 10 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 105 | 10 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 105 | 10 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 96 | 9 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 100 | 9 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bravera Wealth | History | No change | 92 | 9 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 87 | 8 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 84 | 8 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 84 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 90 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| YANKCOM Partnership | History | No change | 81 | 8 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 72 | 7 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Command Advisory Services, Inc. | History | No change | 54 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IMG Wealth Management, Inc. | History | No change | 57 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 11 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |