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 | Added to | 2,686,641 | 148,651 | 0.01% | 0.0% | 1 | +2,646,413 | 6578.53% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 1,655,612 | 91,605 | 0.02% | 0.0% | 2 | +1,434,557 | 648.96% | Q2 2026 | Aug 07, 2026 |
| Sather Financial Group Inc | History | Added to | 1,069,109 | 59,153 | 3.4% | 2.62% | 3 | +51,694 | 5.08% | Q2 2026 | Jul 30, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,025,353 | 56,732 | 0.39% | 0.41% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 858,920 | 47,524 | 0.0% | 0.0% | 5 | +48,366 | 5.97% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 484,617 | 26,814 | 0.0% | 0.0% | 6 | -89,808 | -15.63% | Q2 2026 | Aug 14, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 482,108 | 26,675 | 4.29% | 3.51% | 7 | +37,486 | 8.43% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 426,235 | 23,583 | 0.0% | 0.0% | 8 | +37,112 | 9.54% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | New | 378,026 | 20,916 | 0.04% | — | 9 | +378,026 | New | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 372,132 | 20,590 | 0.0% | 0.0% | 10 | +17,112 | 4.82% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 358,093 | 19,813 | 0.24% | 0.21% | 11 | -1,797 | -0.5% | Q2 2026 | Aug 18, 2026 |
| Wharton Business Group, LLC | History | No change | 335,810 | 18,580 | 0.62% | 0.53% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 333,171 | 18,434 | 0.0% | 0.0% | 13 | +169,222 | 103.22% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 215,721 | 11,935 | 0.0% | 0.0% | 14 | -35,240 | -14.04% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 187,440 | 10,371 | 0.0% | 0.0% | 15 | -34,327 | -15.48% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 178,672 | 9,885 | 0.01% | 0.01% | 16 | -19,440 | -9.81% | Q2 2026 | Aug 12, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 163,510 | 9,030 | 0.06% | 0.02% | 17 | +81,736 | 99.95% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 147,434 | 8,157 | 0.0% | 0.0% | 18 | -6,637 | -4.31% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 142,448 | 7,881 | 0.0% | 0.0% | 19 | +88,203 | 162.6% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 123,051 | 6,810 | 0.01% | 0.0% | 20 | +8,166 | 7.11% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 107,660 | 5,956 | 0.0% | 0.0% | 21 | -9,085 | -7.78% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 106,851 | 5,912 | 0.01% | 0.01% | 22 | -5,097 | -4.55% | Q2 2026 | Aug 19, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 98,098 | 5,428 | 2.67% | 2.4% | 23 | -6,606 | -6.31% | Q2 2026 | Jul 22, 2026 |
| MARTIN & CO INC /TN/ | History | Reduced | 87,957 | 4,866 | 0.76% | 0.63% | 24 | -821 | -0.92% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 84,790 | 4,691 | 0.03% | 0.03% | 25 | -35 | -0.04% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 65,037 | 3,598 | 0.0% | 0.0% | 26 | +2,033 | 3.23% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 56,626 | 3,133 | 0.0% | 0.0% | 27 | -4,817 | -7.84% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,022 | 2,767 | 0.0% | 0.01% | 28 | -299,978 | -85.71% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 49,057 | 2,714 | 0.03% | 0.03% | 29 | -2,095 | -4.1% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | Added to | 48,388 | 2,677 | 0.81% | 0.58% | 30 | +4,665 | 10.67% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | New | 42,382 | 2,345 | 0.08% | — | 31 | +42,382 | New | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,200 | 2,224 | 0.0% | 0.0% | 32 | -21,809 | -35.17% | Q2 2026 | Sep 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 40,019 | 2,214 | 0.0% | 0.0% | 33 | +2,089 | 5.51% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 39,630 | 2,193 | 0.0% | 0.0% | 34 | +19,493 | 96.8% | Q2 2026 | Aug 05, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 38,245 | 2,116 | 0.21% | 0.14% | 35 | +6,275 | 19.63% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 37,739 | 2,088 | 0.03% | 0.01% | 36 | +23,320 | 161.73% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 34,584 | 1,913 | 0.01% | 0.01% | 37 | -1,809 | -4.97% | Q2 2026 | Aug 18, 2026 |
| WEXFORD CAPITAL LP | History | New | 30,973 | 1,713 | 0.22% | — | 38 | +30,973 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 30,034 | 1,661 | 0.0% | 0.0% | 39 | -71,089 | -70.3% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 28,716 | 1,588 | 0.0% | 0.0% | 40 | -3,055 | -9.62% | Q2 2026 | Aug 13, 2026 |
| Hills Bank & Trust Co | History | Reduced | 28,211 | 1,560 | 0.07% | 0.06% | 41 | -160 | -0.56% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 27,981 | 1,548 | 0.0% | 0.0% | 42 | -3,140 | -10.09% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,022 | 1,495 | 0.0% | 0.0% | 43 | -5,047 | -15.74% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 26,591 | 1,478 | 0.0% | 0.0% | 44 | -895 | -3.26% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 25,794 | 1,427 | 0.01% | — | 45 | +25,794 | New | Q2 2026 | Sep 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,667 | 1,364 | 0.0% | 0.0% | 46 | -4,405 | -15.15% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,752 | 1,314 | 0.0% | 0.0% | 47 | -277 | -1.15% | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 23,714 | 1,312 | 0.11% | 0.09% | 48 | -25 | -0.11% | 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 | Reduced | 20,552 | 1,137 | 0.0% | 0.0% | 50 | -3,126 | -13.2% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,256 | 1,121 | 0.0% | 0.0% | 51 | -1,019 | -4.79% | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | Reduced | 20,260 | 1,120 | 0.01% | 0.01% | 52 | -1,588 | -7.27% | Q2 2026 | Aug 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 20,145 | 1,114 | 0.04% | 0.03% | 53 | -14 | -0.07% | Q2 2026 | Jul 17, 2026 |
| GTS SECURITIES LLC | History | Reduced | 16,852 | 932 | 0.02% | 0.03% | 54 | -3,773 | -18.29% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 16,529 | 914 | 0.02% | 0.07% | 55 | -43,404 | -72.42% | Q2 2026 | Aug 11, 2026 |
| INVESTMENT HOUSE LLC | History | Added to | 15,570 | 861 | 0.04% | 0.03% | 56 | +513 | 3.41% | Q2 2026 | Jul 31, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 15,422 | 853 | 0.19% | 0.16% | 57 | +171 | 1.12% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 14,522 | 803 | 0.0% | 0.01% | 58 | -362,300 | -96.15% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 14,314 | 792 | 0.0% | 0.0% | 59 | +87 | 0.61% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 14,136 | 782 | 0.02% | 0.02% | 60 | -169 | -1.18% | 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% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,298 | 735 | 0.0% | 0.0% | 63 | +5,187 | 63.95% | Q2 2026 | Aug 07, 2026 |
| Realta Investment Advisors | History | Added to | 12,910 | 714 | 0.22% | 0.0% | 64 | +12,703 | 6136.71% | Q2 2026 | Jul 20, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 12,772 | 706 | 0.6% | 0.54% | 65 | -314 | -2.4% | Q2 2026 | Jul 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 12,646 | 699 | 0.01% | — | 66 | +12,646 | New | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,317 | 681 | 0.01% | 0.01% | 67 | -640 | -4.94% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | Reduced | 12,297 | 680 | 0.0% | 0.0% | 68 | -7,065 | -36.49% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | New | 12,290 | 679 | 0.03% | — | 69 | +12,290 | New | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | Reduced | 11,851 | 655 | 0.0% | 0.0% | 70 | -7 | -0.06% | Q2 2026 | Aug 12, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 11,825 | 654 | 0.06% | 0.04% | 71 | +1,070 | 9.95% | 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 | New | 10,935 | 605 | 0.02% | — | 73 | +10,935 | New | Q2 2026 | Aug 11, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 10,802 | 597 | 0.35% | 0.42% | 74 | +285 | 2.71% | Q2 2026 | Aug 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 10,583 | 585 | 0.0% | 0.0% | 75 | -1,987 | -15.81% | 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 | Added to | 10,072 | 557 | 0.04% | 0.03% | 77 | +6 | 0.06% | Q2 2026 | Jul 08, 2026 |
| Iowa State Bank | History | No change | 10,000 | 553 | 0.09% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 9,765 | 540 | 0.0% | 0.0% | 79 | +8,340 | 585.26% | Q2 2026 | Aug 10, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 9,720 | 537 | 0.47% | 0.44% | 80 | -500 | -4.89% | 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 | Added to | 9,085 | 519 | 0.11% | 0.06% | 83 | +3,065 | 50.91% | Q2 2026 | Jul 09, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 8,860 | 490 | 0.2% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 8,662 | 479 | 0.03% | 0.03% | 85 | -1,003 | -10.38% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 8,526 | 471 | 0.03% | 0.02% | 86 | +1,195 | 16.3% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Reduced | 8,050 | 445 | 0.0% | 0.0% | 87 | -3,074 | -27.63% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,047 | 445 | 0.01% | 0.0% | 88 | -220 | -2.66% | Q2 2026 | Aug 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 7,850 | 434 | 0.02% | 0.01% | 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% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 7,196 | 398 | 0.15% | 0.15% | 92 | -897 | -11.08% | Q2 2026 | Jul 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 7,165 | 396 | 0.0% | 0.0% | 93 | +441 | 6.56% | Q2 2026 | Aug 14, 2026 |
| EQUITY INVESTMENT CORP | History | New | 6,961 | 385 | 0.01% | — | 94 | +6,961 | New | 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 | Reduced | 6,778 | 375 | 0.01% | 0.01% | 96 | -1,299 | -16.08% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,772 | 374 | 0.0% | 0.0% | 97 | -2,248 | -24.92% | 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 | Reduced | 6,468 | 357 | 0.0% | 0.0% | 100 | -1,834 | -22.09% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,328 | 350 | 0.0% | 0.0% | 101 | +1 | 0.02% | 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 | Reduced | 6,255 | 346 | 0.0% | 0.0% | 103 | -657 | -9.51% | 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 | Reduced | 6,125 | 338 | 0.01% | 0.01% | 105 | -2,375 | -27.94% | 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 | Reduced | 6,089 | 336 | 0.0% | 0.0% | 107 | -100 | -1.62% | Q2 2026 | Aug 18, 2026 |
| Capital Square, LLC | History | New | 5,886 | 335 | 0.15% | — | 108 | +5,886 | New | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,929 | 328 | 0.0% | 0.0% | 109 | -1,581 | -21.05% | Q2 2026 | Aug 17, 2026 |
| World Investment Advisors | History | Reduced | 5,766 | 313 | 0.01% | 0.0% | 110 | -634 | -9.91% | Q2 2026 | Aug 13, 2026 |
| TritonPoint Partners, LLC | History | New | 5,615 | 310 | 0.03% | — | 112 | +5,615 | New | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 5,615 | 310 | 0.03% | 0.04% | 111 | -2,385 | -29.81% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | New | 5,602 | 309 | 0.0% | — | 113 | +5,602 | New | Q2 2026 | Aug 07, 2026 |
| Mason & Associates Inc | History | No change | 5,485 | 303 | 0.05% | 0.04% | 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 | Reduced | 5,400 | 298 | 0.0% | 0.0% | 116 | -14,103 | -72.31% | 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 | Reduced | 5,150 | 291 | 0.01% | 0.01% | 118 | -19 | -0.37% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | Reduced | 5,184 | 286 | 0.0% | 0.0% | 120 | -4,234 | -44.96% | Q2 2026 | Aug 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 5,183 | 286 | 0.02% | 0.02% | 119 | -910 | -14.94% | Q2 2026 | Jul 27, 2026 |
| Envision Financial Transparency, LLC | History | New | 5,262 | 279 | 0.24% | — | 121 | +5,262 | New | Q2 2026 | Aug 21, 2026 |
| Financial Solutions Advisory Group, Inc. | History | New | 4,880 | 279 | 0.04% | — | 122 | +4,880 | New | Q2 2026 | Jul 13, 2026 |
| Waterloo Capital, L.P. | History | New | 4,828 | 267 | 0.02% | — | 123 | +4,828 | New | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,650 | 264 | 0.0% | — | 124 | +4,650 | New | Q2 2026 | Jul 15, 2026 |
| Dakota Wealth Management | History | New | 4,705 | 260 | 0.0% | — | 125 | +4,705 | New | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,685 | 259 | 0.0% | 0.0% | 126 | -100 | -2.09% | Q2 2026 | Jul 29, 2026 |
| Bouchey Financial Group, Ltd. | History | Added to | 4,591 | 254 | 0.02% | 0.01% | 127 | +94 | 2.09% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | New | 4,523 | 250 | 0.0% | — | 128 | +4,523 | New | Q2 2026 | Aug 10, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 4,500 | 248 | 0.11% | — | 129 | +4,500 | New | Q2 2026 | Jul 29, 2026 |
| Aviance Capital Partners, LLC | History | New | 4,250 | 235 | 0.02% | — | 130 | +4,250 | New | Q2 2026 | Jul 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 4,220 | 233 | 0.07% | — | 131 | +4,220 | New | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | New | 4,166 | 230 | 0.0% | — | 132 | +4,166 | New | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 4,060 | 224 | 0.0% | 0.0% | 133 | -775 | -16.03% | 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 | New | 4,000 | 221 | 0.08% | — | 135 | +4,000 | New | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,958 | 218 | 0.0% | 0.0% | 136 | +362 | 10.07% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | New | 3,838 | 212 | 0.0% | — | 137 | +3,838 | New | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,807 | 210 | 0.02% | — | 138 | +3,807 | New | Q2 2026 | Aug 14, 2026 |
| TLWM | History | New | 3,803 | 210 | 0.03% | — | 139 | +3,803 | New | Q2 2026 | Jul 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 3,756 | 207 | 0.0% | — | 140 | +3,756 | New | 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 | New | 2,973 | 164 | 0.0% | — | 143 | +2,973 | New | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,910 | 161 | 0.0% | — | 144 | +2,910 | New | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 2,776 | 153 | 0.0% | — | 145 | +2,776 | New | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,415 | 133 | 0.0% | 0.0% | 146 | -404 | -14.33% | 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 | New | 2,280 | 126 | 0.01% | — | 148 | +2,280 | New | 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 | Reduced | 1,993 | 110 | 0.0% | 0.0% | 151 | -32 | -1.58% | 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 | New | 1,182 | 65 | 0.01% | — | 160 | +1,182 | New | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,048 | 59 | 0.0% | 0.0% | 161 | +157 | 17.62% | Q2 2026 | Jul 22, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 1,044 | 57 | 0.0% | — | 162 | +1,044 | New | Q2 2026 | Aug 13, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 1,000 | 55 | 0.02% | 0.03% | 163 | -509 | -33.73% | 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% | 0.03% | 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% | 0.0% | 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 | New | 805 | 44 | 0.01% | — | 173 | +805 | New | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | No change | 781 | 43 | 0.01% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOP Private Wealth LLC. | History | New | 735 | 40 | 0.04% | — | 175 | +735 | New | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 670 | 37 | 0.02% | 0.01% | 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 | Added to | 604 | 33 | 0.0% | 0.0% | 178 | +1 | 0.17% | 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 | New | 527 | 29 | 0.01% | — | 181 | +527 | New | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 500 | 27 | 0.0% | 0.0% | 182 | -363 | -42.06% | 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 | New | 320 | 17 | 0.0% | — | 190 | +320 | New | Q2 2026 | Aug 04, 2026 |
| BLUELINE ADVISORS LLC | History | New | 61 | 16 | 0.01% | — | 192 | +61 | New | Q2 2026 | Jul 27, 2026 |
| Cheviot Value Management, LLC | History | No change | 299 | 16 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PROFFITT & GOODSON INC | History | New | 283 | 15 | 0.0% | — | 193 | +283 | New | 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 |
| VIMA LLC | History | New | 265 | 14 | 0.01% | — | 196 | +265 | New | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 262 | 14 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 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 | New | 112 | 6 | 0.0% | — | 207 | +112 | New | 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% | Q2 2026 | Jul 07, 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 | New | 57 | 3 | 0.0% | — | 211 | +57 | New | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 40 | 2 | 0.0% | 0.0% | 212 | -560 | -93.33% | 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 |
| Tidemark, LLC | History | New | 24 | 1 | 0.0% | — | 216 | +24 | New | Q2 2026 | Aug 10, 2026 |
| Global Trust Asset Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -29,087 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,418 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,282 | -100.0% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,225 | -100.0% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,877 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,383 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,218 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,816 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,539 | -100.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,484 | -100.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 07, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -979 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 03, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | 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 |