iSHARES TRUST - IHF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 2,686,641 | 148,651 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,655,612 | 91,605 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sather Financial Group Inc | History | No change | 1,069,109 | 59,153 | 3.4% | 3.4% | 3 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,025,353 | 56,732 | 0.39% | 0.39% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 858,920 | 47,524 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 484,617 | 26,814 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 482,108 | 26,675 | 4.29% | 4.29% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 426,235 | 23,583 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 378,026 | 20,916 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 372,132 | 20,590 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 358,093 | 19,813 | 0.24% | 0.24% | 11 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wharton Business Group, LLC | History | No change | 335,810 | 18,580 | 0.62% | 0.62% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 333,171 | 18,434 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 215,721 | 11,935 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 187,440 | 10,371 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 178,672 | 9,885 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 163,510 | 9,030 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 147,434 | 8,157 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 142,448 | 7,881 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 123,051 | 6,810 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 107,660 | 5,956 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 106,851 | 5,912 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 98,098 | 5,428 | 2.67% | 2.67% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 87,957 | 4,866 | 0.76% | 0.76% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 84,790 | 4,691 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 65,037 | 3,598 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 56,626 | 3,133 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,022 | 2,767 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 49,057 | 2,714 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | No change | 48,388 | 2,677 | 0.81% | 0.81% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 42,382 | 2,345 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,200 | 2,224 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 40,019 | 2,214 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 39,630 | 2,193 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 38,245 | 2,116 | 0.21% | 0.21% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 37,739 | 2,088 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 34,584 | 1,913 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEXFORD CAPITAL LP | History | No change | 30,973 | 1,713 | 0.22% | 0.22% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 30,034 | 1,661 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 28,716 | 1,588 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | No change | 28,211 | 1,560 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 27,981 | 1,548 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 27,022 | 1,495 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26,591 | 1,478 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 25,794 | 1,427 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HighTower Advisors, LLC | History | No change | 24,667 | 1,364 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 23,752 | 1,314 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 23,714 | 1,312 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jefferies Financial Group Inc. | History | No change | 22,448 | 1,242 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FMR LLC | History | No change | 20,552 | 1,137 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 20,256 | 1,121 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | No change | 20,260 | 1,120 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sowell Financial Services LLC | History | No change | 20,145 | 1,114 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GTS SECURITIES LLC | History | No change | 16,852 | 932 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16,529 | 914 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 15,570 | 861 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 15,422 | 853 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 14,522 | 803 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 14,314 | 792 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 14,136 | 782 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,654 | 755 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sava Infond d.o.o. | History | No change | 13,580 | 751 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,298 | 735 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Realta Investment Advisors | History | No change | 12,910 | 714 | 0.22% | 0.22% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wisconsin Wealth Advisors, LLC | History | No change | 12,772 | 706 | 0.6% | 0.6% | 65 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 12,646 | 699 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,317 | 681 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 12,297 | 680 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | No change | 12,290 | 679 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | No change | 11,851 | 655 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 11,825 | 654 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 11,450 | 633 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | No change | 10,935 | 605 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 10,802 | 597 | 0.35% | 0.35% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10,583 | 585 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 10,280 | 568 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | No change | 10,072 | 557 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Iowa State Bank | History | No change | 10,000 | 553 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 9,765 | 540 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Urban Wealth Management, LLC | History | No change | 9,720 | 537 | 0.47% | 0.47% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 9,545 | 528 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 9,476 | 524 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 9,085 | 519 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 8,860 | 490 | 0.2% | 0.2% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 8,662 | 479 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 8,526 | 471 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 8,050 | 445 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 8,047 | 445 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 7,850 | 434 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 7,365 | 407 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bensler, LLC | History | No change | 7,310 | 404 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 7,196 | 398 | 0.15% | 0.15% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,165 | 396 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 6,961 | 385 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 6,957 | 384 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 6,778 | 375 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,772 | 374 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,591 | 364 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,490 | 359 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IMC-Chicago, LLC | History | No change | 6,468 | 357 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,328 | 350 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 6,283 | 347 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,255 | 346 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,186 | 342 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 6,125 | 338 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | No change | 6,099 | 337 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glenview Trust Co | History | No change | 6,089 | 336 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capital Square, LLC | History | No change | 5,886 | 335 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,929 | 328 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| World Investment Advisors | History | No change | 5,766 | 313 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 5,615 | 310 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 5,615 | 310 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 5,602 | 309 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mason & Associates Inc | History | No change | 5,485 | 303 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,244 | 299 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,400 | 298 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 5,321 | 294 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HBK Sorce Advisory LLC | History | No change | 5,150 | 291 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 5,183 | 286 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 5,184 | 286 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Envision Financial Transparency, LLC | History | No change | 5,262 | 279 | 0.24% | 0.24% | 121 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 4,880 | 279 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waterloo Capital, L.P. | History | No change | 4,828 | 267 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,650 | 264 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dakota Wealth Management | History | No change | 4,705 | 260 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,685 | 259 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 4,591 | 254 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,523 | 250 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 4,500 | 248 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aviance Capital Partners, LLC | History | No change | 4,250 | 235 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 4,220 | 233 | 0.07% | 0.07% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 4,166 | 230 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 4,060 | 224 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 4,039 | 223 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| V2 Financial group LLC | History | No change | 4,000 | 221 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,958 | 218 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 3,838 | 212 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,807 | 210 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TLWM | History | No change | 3,803 | 210 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 3,756 | 207 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 3,595 | 198 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Weaver Capital Management LLC | History | No change | 4,479 | 187 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mondrian Investment Partners LTD | History | No change | 2,973 | 164 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,910 | 161 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,776 | 153 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,415 | 133 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 2,350 | 130 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,280 | 126 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARCLAYS PLC | History | No change | 2,225 | 123 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,050 | 113 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| US BANCORP \DE\ | History | No change | 1,993 | 110 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balentine LLC | History | No change | 1,940 | 107 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,845 | 102 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Powell Investment Advisors, LLC | History | No change | 1,745 | 96 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TSFG, LLC | History | No change | 1,596 | 88 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,490 | 82 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,274 | 71 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RMG Wealth Management LLC | History | No change | 1,159 | 66 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,200 | 66 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,182 | 65 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,048 | 59 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,044 | 57 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,000 | 55 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brentview Investment Management LLC | History | No change | 1,000 | 55 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 10Elms LLP | History | No change | 1,000 | 55 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 995 | 55 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| High Point Wealth Management, LLC | History | No change | 1,000 | 55 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 940 | 52 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 925 | 51 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 866 | 47 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ascentis Independent Advisors | History | No change | 866 | 47 | 0.13% | 0.13% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Joseph Group Capital Management | History | No change | 815 | 45 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 805 | 44 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | No change | 781 | 43 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOP Private Wealth LLC. | History | No change | 735 | 40 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 670 | 37 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 625 | 34 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 604 | 33 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 613 | 33 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 610 | 33 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 527 | 29 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 500 | 27 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 500 | 27 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vanguard National Trust Co | History | No change | 500 | 27 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 500 | 27 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 476 | 26 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Register Financial Advisors LLC | History | No change | 455 | 25 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Piscataqua Savings Bank | History | No change | 400 | 22 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IAG Wealth Partners, LLC | History | No change | 390 | 21 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYM FINANCIAL Corp | History | No change | 320 | 17 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cheviot Value Management, LLC | History | No change | 299 | 16 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 61 | 16 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PROFFITT & GOODSON INC | History | No change | 283 | 15 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 272 | 15 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 262 | 14 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VIMA LLC | History | No change | 265 | 14 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 250 | 13 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOTCO | History | No change | 250 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 250 | 13 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vision Retirement, LLC | History | No change | 250 | 13 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 150 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | No change | 145 | 8 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 150 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 160 | 8 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 135 | 7 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 112 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 164 | 6 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 110 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 40 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | No change | 40 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 45 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidemark, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Advisor Network LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |