iSHARES TRUST - IHI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Elliott Investment Management L.P. History No change 13,900,000 686,799 3.03% 3.03% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,549,908 125,991 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 2,513,300 124,182 0.09% 0.09% 3 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 2,119,844 104,741 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 03, 2026
BANK OF AMERICA CORP /DE/ History No change 1,912,214 94,482 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,178,001 58,205 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 1,136,070 56,135 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,068,562 52,797 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 877,517 43,358 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 869,222 42,948 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 13, 2026
Annex Advisory Services, LLC History No change 680,069 33,602 0.57% 0.57% 11 0 0.0% Q2 2026 Jul 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 672,660 33,236 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 667,627 32,987 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 658,740 32,548 0.01% 0.01% 14 0 0.0% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History No change 622,904 30,777 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 621,621 30,714 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 419,481 20,726 0.27% 0.27% 17 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 394,591 19,496 0.06% 0.06% 18 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 384,922 19,018 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 376,493 18,602 0.23% 0.23% 20 0 0.0% Q2 2026 Aug 18, 2026
TD ASSET MANAGEMENT INC History No change 367,200 18,143 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 04, 2026
AMERIPRISE FINANCIAL INC History No change 356,119 17,594 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 331,800 16,394 0.0% 0.0% 23 0 0.0% Q2 2026 Sep 02, 2026
Jain Global LLC History No change 300,000 14,823 0.06% 0.06% 24 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 278,094 14,491 0.14% 0.14% 25 0 0.0% Q2 2026 Jul 27, 2026
Wharton Business Group, LLC History No change 273,580 13,518 0.45% 0.45% 26 0 0.0% Q2 2026 Aug 10, 2026
Baker Avenue Asset Management, LP History No change 250,115 12,358 0.23% 0.23% 27 0 0.0% Q2 2026 Jul 28, 2026
MILLENNIUM MANAGEMENT LLC History No change 250,020 12,353 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 248,200 12,263 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
REDSTONE WEALTH MANAGEMENT, LLC History No change 233,348 11,529 7.52% 7.52% 30 0 0.0% Q2 2026 Jul 15, 2026
Hamilton Wealth, LLC History No change 231,147 11,420 2.09% 2.09% 31 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 226,567 11,194 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 209,746 10,363 0.01% 0.01% 33 0 0.0% Q2 2026 Jul 29, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 200,285 9,896 1.29% 1.29% 34 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 197,443 9,755 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 184,550 9,474 0.02% 0.02% 36 0 0.0% Q2 2026 Jul 15, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 198,379 9,145 2.44% 2.44% 37 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 179,007 8,847 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 170,933 8,445 0.02% 0.02% 39 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 161,648 8,246 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
ALTFEST L J & CO INC History No change 157,345 7,774 0.75% 0.75% 41 0 0.0% Q2 2026 Jul 30, 2026
Baird Financial Group, Inc. History No change 154,893 7,653 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 153,972 7,607 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 19, 2026
JPMORGAN CHASE & CO History No change 149,105 7,555 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 135,649 6,702 0.32% 0.32% 45 0 0.0% Q2 2026 Jul 28, 2026
Journey Advisory Group, LLC History No change 134,066 6,624 0.51% 0.51% 46 0 0.0% Q2 2026 Aug 04, 2026
CUMBERLAND ADVISORS INC History No change 131,470 6,495 2.29% 2.29% 47 0 0.0% Q2 2026 Jul 21, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 125,665 6,209 2.51% 2.51% 48 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 117,570 6,143 0.11% 0.11% 49 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 116,624 5,762 0.43% 0.43% 50 0 0.0% Q2 2026 Sep 15, 2026
Cannon Advisors, Inc. History No change 114,080 5,615 3.42% 3.42% 51 0 0.0% Q2 2026 Jul 15, 2026
BLAIR WILLIAM & CO/IL History No change 108,904 5,380 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 103,983 5,137 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 17, 2026
Janney Montgomery Scott LLC History No change 102,552 5,067 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 05, 2026
Shay Capital LLC History No change 100,000 4,941 0.32% 0.32% 55 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 99,693 4,925 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 98,494 4,866 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 11, 2026
Safeguard Investment Advisory Group, LLC History No change 96,571 4,771 1.1% 1.1% 58 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 95,487 4,718 0.01% 0.01% 59 0 0.0% Q2 2026 Jul 27, 2026
VALICENTI ADVISORY SERVICES INC History No change 93,753 4,632 0.87% 0.87% 60 0 0.0% Q2 2026 Jul 16, 2026
Quantitative Investment Management, LLC History No change 93,677 4,628 0.5% 0.5% 61 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 89,149 4,405 0.17% 0.17% 62 0 0.0% Q2 2026 Aug 17, 2026
Moors & Cabot, Inc. History No change 88,308 4,363 0.17% 0.17% 63 0 0.0% Q2 2026 Aug 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 86,557 4,276 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History No change 84,282 4,164 0.11% 0.11% 65 0 0.0% Q2 2026 Aug 07, 2026
J. Goldman & Co LP History No change 83,942 4,147 0.11% 0.11% 66 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 82,200 4,061 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
MEANS INVESTMENT CO., INC. History No change 80,072 3,956 0.3% 0.3% 68 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 77,986 3,853 0.06% 0.06% 69 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 75,655 3,738 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 12, 2026
Capital Analysts, LLC History No change 66,463 3,284 0.08% 0.08% 71 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History No change 64,790 3,201 0.01% 0.01% 72 0 0.0% Q2 2026 Jul 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 63,955 3,160 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History No change 63,754 3,150 0.04% 0.04% 74 0 0.0% Q2 2026 Aug 04, 2026
TRUIST FINANCIAL CORP History No change 59,753 2,952 0.0% 0.0% 75 0 0.0% Q2 2026 Jul 28, 2026
Segment Wealth Management, LLC History No change 58,821 2,906 0.15% 0.15% 76 0 0.0% Q2 2026 Jul 16, 2026
Cauble & Harre Wealth Management, Inc. History No change 58,768 2,903 2.33% 2.33% 77 0 0.0% Q2 2026 Aug 11, 2026
Aster Capital Management (DIFC) Ltd History No change 56,760 2,804 0.6% 0.6% 78 0 0.0% Q2 2026 Aug 14, 2026
LM Advisors LLC History No change 55,197 2,733 0.32% 0.32% 79 0 0.0% Q2 2026 Aug 12, 2026
Somerset Group LLC History No change 52,231 2,681 1.88% 1.88% 80 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 54,190 2,677 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
Capital Asset Advisory Services LLC History No change 53,719 2,654 0.1% 0.1% 82 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 53,559 2,646 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 53,353 2,636 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History No change 53,213 2,629 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 04, 2026
FIRST INTERSTATE BANK History No change 50,622 2,501 0.13% 0.13% 86 0 0.0% Q2 2026 Jul 24, 2026
O'Connor Alternative Investments LLC History No change 50,000 2,470 0.18% 0.18% 87 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 49,491 2,445 0.12% 0.12% 88 0 0.0% Q2 2026 Jul 31, 2026
&PARTNERS History No change 49,239 2,438 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 14, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 47,760 2,398 0.45% 0.45% 90 0 0.0% Q2 2026 Jul 27, 2026
B. Riley Wealth Advisors, Inc. History No change 44,262 2,242 0.12% 0.12% 91 0 0.0% Q2 2026 Jul 14, 2026
Mariner, LLC History No change 44,958 2,221 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 44,370 2,192 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
Chicago Partners Investment Group LLC History No change 44,153 2,182 0.04% 0.04% 94 0 0.0% Q2 2026 Jul 29, 2026
First American Bank History No change 43,896 2,168 0.12% 0.12% 95 0 0.0% Q2 2026 Jul 15, 2026
Tidal Investments LLC History No change 42,783 2,113 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 42,498 2,099 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 14, 2026
Certified Advisory Corp History No change 42,418 2,095 0.17% 0.17% 98 0 0.0% Q2 2026 Jul 16, 2026
Concord Investment Counsel Inc. History No change 42,288 2,086 0.57% 0.57% 99 0 0.0% Q2 2026 Aug 11, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 41,500 2,050 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 41,061 2,028 0.04% 0.04% 101 0 0.0% Q2 2026 Aug 14, 2026
Destination Wealth Management History No change 40,948 2,023 0.05% 0.05% 102 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 40,497 2,000 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 39,617 1,957 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History No change 37,974 1,876 0.22% 0.22% 105 0 0.0% Q2 2026 Jul 22, 2026
Creative Planning History No change 37,348 1,845 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 36,727 1,814 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 27, 2026
FMR LLC History No change 36,151 1,786 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 36,043 1,780 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 35,868 1,772 0.03% 0.03% 110 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 34,759 1,717 0.03% 0.03% 111 0 0.0% Q2 2026 Jul 31, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 34,313 1,695 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 07, 2026
Madden Advisory Services, Inc. History No change 33,420 1,651 0.59% 0.59% 113 0 0.0% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 33,273 1,644 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
QUATTRO FINANCIAL ADVISORS LLC History No change 33,134 1,637 0.35% 0.35% 115 0 0.0% Q2 2026 Jul 16, 2026
Steward Partners Investment Advisory, LLC History No change 33,111 1,636 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 32,789 1,620 0.07% 0.07% 117 0 0.0% Q2 2026 Aug 11, 2026
TCP Asset Management, LLC History No change 32,692 1,615 0.18% 0.18% 118 0 0.0% Q2 2026 Jul 15, 2026
Rockefeller Capital Management L.P. History No change 31,811 1,571 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 31,341 1,548 0.04% 0.04% 120 0 0.0% Q2 2026 Jul 29, 2026
Geneos Wealth Management Inc. History No change 30,612 1,512 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 06, 2026
WESBANCO BANK INC History No change 30,566 1,510 0.04% 0.04% 122 0 0.0% Q2 2026 Jul 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 30,445 1,504 0.03% 0.03% 123 0 0.0% Q2 2026 Jul 14, 2026
GARRISON POINT ADVISORS, LLC History No change 30,091 1,486 0.6% 0.6% 124 0 0.0% Q2 2026 Jul 31, 2026
Institute for Wealth Management, LLC. History No change 29,444 1,454 0.13% 0.13% 125 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 29,078 1,436 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 28,147 1,390 0.05% 0.05% 127 0 0.0% Q2 2026 Jul 31, 2026
Dakota Wealth Management History No change 27,387 1,353 0.03% 0.03% 128 0 0.0% Q2 2026 Aug 07, 2026
MEITAV INVESTMENT HOUSE LTD History No change 27,178 1,342 0.01% 0.01% 129 0 0.0% Q2 2026 Jul 20, 2026
Private Advisor Group, LLC History No change 26,346 1,301 0.01% 0.01% 130 0 0.0% Q2 2026 Jul 27, 2026
LOM Asset Management Ltd History No change 26,120 1,290 0.33% 0.33% 131 0 0.0% Q2 2026 Aug 04, 2026
HAZLETT, BURT & WATSON, INC. History No change 25,958 1,283 0.34% 0.34% 132 0 0.0% Q2 2026 Jul 30, 2026
PFG Investments, LLC History No change 25,909 1,280 0.05% 0.05% 133 0 0.0% Q2 2026 Jul 23, 2026
Allworth Financial LP History No change 25,730 1,271 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History No change 25,057 1,238 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 11, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 25,000 1,235 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 24,326 1,201 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 07, 2026
Darwin Wealth Management, LLC History No change 24,266 1,199 0.33% 0.33% 138 0 0.0% Q2 2026 Jul 21, 2026
REGIONS FINANCIAL CORP History No change 24,099 1,190 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 10, 2026
CAPTRUST FINANCIAL ADVISORS History No change 23,882 1,180 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Dale Q Rice Investment Management Ltd History Reduced 22,679 1,160 0.63% 0.66% 142 -1,823 -7.44% Q3 2026 Oct 09, 2026
PINNACLE ASSOCIATES LTD History No change 23,495 1,160 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 03, 2026
High Point Wealth Management, LLC History No change 23,190 1,145 0.94% 0.94% 143 0 0.0% Q2 2026 Jul 20, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 23,055 1,139 0.59% 0.59% 144 0 0.0% Q2 2026 Aug 12, 2026
Titiun Yejiel History No change 23,063 1,139 0.99% 0.99% 145 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 22,936 1,133 0.02% 0.02% 146 0 0.0% Q2 2026 Jul 21, 2026
Arax Advisory Partners History No change 22,757 1,124 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 10, 2026
Triangle Securities Wealth Management History No change 21,552 1,115 0.22% 0.22% 148 0 0.0% Q2 2026 Jul 14, 2026
Stonebridge Financial Planning Group, LLC History No change 21,993 1,086 0.35% 0.35% 149 0 0.0% Q2 2026 Jul 31, 2026
Live Oak Private Wealth LLC History No change 21,577 1,066 0.13% 0.13% 150 0 0.0% Q2 2026 Jul 20, 2026
BIP Wealth, LLC History No change 21,518 1,063 0.03% 0.03% 151 0 0.0% Q2 2026 Aug 03, 2026
Farther Finance Advisors, LLC History Reduced 20,409 1,043 0.01% 0.01% 153 -2,119 -9.41% Q3 2026 Oct 08, 2026
Sanctuary Advisors, LLC History No change 21,126 1,043 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 21,093 1,042 0.23% 0.23% 154 0 0.0% Q2 2026 Aug 05, 2026
Montecito Bank & Trust History Reduced 20,314 1,039 0.16% 0.15% 155 -268 -1.3% Q3 2026 Oct 01, 2026
PACIFIC SUN FINANCIAL CORP History No change 21,026 1,038 0.43% 0.43% 156 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History No change 20,915 1,033 0.04% 0.04% 157 0 0.0% Q2 2026 Jul 22, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 20,795 1,027 0.28% 0.28% 158 0 0.0% Q2 2026 Aug 07, 2026
Brick & Kyle, Associates History No change 19,127 1,020 0.34% 0.34% 159 0 0.0% Q2 2026 Aug 06, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 20,583 1,017 0.22% 0.22% 160 0 0.0% Q2 2026 Jul 22, 2026
World Investment Advisors History No change 19,052 1,014 0.02% 0.02% 161 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 19,129 1,011 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 10, 2026
OPTIMAS CAPITAL Ltd History No change 19,900 983 1.01% 1.01% 163 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 19,808 978 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 19,490 962 0.01% 0.01% 165 0 0.0% Q2 2026 Jul 22, 2026
PEAK6 LLC History No change 19,343 955 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
BURKE & HERBERT BANK & TRUST CO History No change 17,900 884 0.22% 0.22% 167 0 0.0% Q2 2026 Aug 07, 2026
Evergreen Wealth Partners LLC History No change 17,764 877 0.53% 0.53% 168 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 17,555 867 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 17,259 852 0.01% 0.01% 170 0 0.0% Q2 2026 Jul 22, 2026
Sequoia Financial Advisors, LLC History No change 17,145 847 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 17, 2026
MCF Advisors LLC History No change 16,985 839 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 12, 2026
TPG Advisors LLC History No change 16,922 836 0.46% 0.46% 173 0 0.0% Q2 2026 Jul 29, 2026
CYPRESS ASSET MANAGEMENT INC/TX History Reduced 16,042 820 0.16% 0.17% 174 -1,668 -9.42% Q3 2026 Oct 08, 2026
Retirement Planning Co of New England, Inc. History No change 16,487 814 0.29% 0.29% 175 0 0.0% Q2 2026 Jul 30, 2026
Wisconsin Wealth Advisors, LLC History Reduced 15,642 800 0.67% 0.66% 176 -14 -0.09% Q3 2026 Oct 08, 2026
V2 Financial group LLC History No change 16,000 790 0.29% 0.29% 177 0 0.0% Q2 2026 Aug 10, 2026
Venture Visionary Partners LLC History Added to 15,316 783 0.02% 0.02% 178 +252 1.67% Q3 2026 Oct 07, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 14,723 773 0.41% 0.41% 179 0 0.0% Q2 2026 Aug 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 15,654 773 0.03% 0.03% 180 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 15,511 766 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 20, 2026
Brookstone Capital Management History No change 15,400 760 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 15, 2026
XTX Topco Ltd History No change 15,199 750 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 14,993 740 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 13,553 714 0.05% 0.05% 185 0 0.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History No change 14,164 699 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 13,909 687 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 13,809 682 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 07, 2026
Seven Fleet Capital Management LP History No change 13,800 681 0.11% 0.11% 189 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 13,378 669 0.01% 0.01% 190 0 0.0% Q2 2026 Aug 04, 2026
Snowden Capital Advisors LLC History No change 13,373 660 0.02% 0.02% 191 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 13,136 649 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 05, 2026
WP Advisors, LLC History No change 13,097 647 0.16% 0.16% 193 0 0.0% Q2 2026 Jul 29, 2026
Vectors Research Management, LLC History No change 12,948 639 0.17% 0.17% 194 0 0.0% Q2 2026 Jul 29, 2026
MSH Capital Advisors LLC History No change 12,728 628 0.11% 0.11% 195 0 0.0% Q2 2026 Aug 10, 2026
Connecticut Wealth Management, LLC History No change 12,678 626 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 12,611 623 0.04% 0.04% 197 0 0.0% Q2 2026 Jul 21, 2026
SPINNAKER TRUST History No change 12,604 622 0.03% 0.03% 198 0 0.0% Q2 2026 Aug 03, 2026
NORTHERN TRUST CORP History No change 12,406 612 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 12,400 612 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 14, 2026
AAFMAA Wealth Management & Trust LLC History No change 12,186 602 0.21% 0.21% 201 0 0.0% Q2 2026 Jul 08, 2026
Beacon Pointe Advisors, LLC History No change 12,127 599 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 18, 2026
Variant Private Wealth, LLC History No change 12,123 599 0.67% 0.67% 203 0 0.0% Q2 2026 Aug 07, 2026
GUERRA PAN ADVISORS, LLC History No change 11,962 591 0.33% 0.33% 204 0 0.0% Q2 2026 Aug 12, 2026
INTEGRITY ALLIANCE, LLC. History No change 11,788 582 0.02% 0.02% 205 0 0.0% Q2 2026 Jul 31, 2026
Mathes Company, Inc. History No change 11,770 582 0.18% 0.18% 206 0 0.0% Q2 2026 Aug 11, 2026
CREDIT AGRICOLE S A History No change 11,721 579 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 11,737 579 0.0% 0.0% 208 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Advisory, LLC History No change 11,716 578 0.05% 0.05% 209 0 0.0% Q2 2026 Jul 29, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 11,655 575 0.14% 0.14% 210 0 0.0% Q2 2026 Aug 07, 2026
Resurgent Financial Advisors LLC History No change 11,533 569 0.16% 0.16% 211 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 11,442 565 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 07, 2026
Nautilus Advisors LLC History Added to 11,035 564 0.34% 0.2% 213 +4,485 68.47% Q3 2026 Oct 06, 2026
BROWN ADVISORY INC History No change 11,406 563 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Watchman Group, Inc. History No change 11,380 562 0.13% 0.13% 215 0 0.0% Q2 2026 Jul 24, 2026
Summit Trail Advisors, LLC History No change 11,315 559 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 11, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 11,300 558 0.11% 0.11% 217 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 11,274 557 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 07, 2026
LRI Investments, LLC History No change 11,241 555 0.04% 0.04% 219 0 0.0% Q2 2026 Jul 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 11,100 548 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 14, 2026
Phraction Management LLC History No change 11,091 548 0.09% 0.09% 221 0 0.0% Q2 2026 Jul 20, 2026
Carnegie Investment Counsel History No change 11,072 547 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 30, 2026
Western Wealth Management, LLC History No change 10,970 542 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 10,968 541 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 03, 2026
Mutual Advisors, LLC History No change 10,907 538 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 14, 2026
SAX WEALTH ADVISORS, LLC History No change 10,083 537 0.02% 0.02% 226 0 0.0% Q2 2026 Jul 09, 2026
RPS ADVISORY SOLUTIONS LLC History No change 10,874 537 0.35% 0.35% 227 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 10,789 533 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 14, 2026
PW Nova Financial Services LLC History No change 10,679 527 0.11% 0.11% 229 0 0.0% Q2 2026 Jul 29, 2026
Armor Investment Advisors, LLC History No change 10,504 519 0.17% 0.17% 230 0 0.0% Q2 2026 Aug 04, 2026
Kovack Advisors, Inc. History No change 10,355 516 0.02% 0.02% 231 0 0.0% Q2 2026 Jul 28, 2026
MMBG INVESTMENT ADVISORS CO. History No change 10,435 515 0.04% 0.04% 232 0 0.0% Q2 2026 Aug 10, 2026
BANK HAPOALIM BM History No change 10,370 512 0.03% 0.03% 233 0 0.0% Q2 2026 Aug 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 10,234 505 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 17, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 10,200 503 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
WEALTHGARDEN F.S. LLC History No change 10,170 502 0.28% 0.28% 236 0 0.0% Q2 2026 Jul 31, 2026
Bramshill Investments, LLC History No change 10,000 494 0.04% 0.04% 237 0 0.0% Q2 2026 Aug 14, 2026
Main Street Financial Solutions, LLC History No change 9,776 483 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 07, 2026
NorthRock Partners, LLC History No change 9,753 481 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 9,574 473 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 29, 2026
Integrated Wealth Concepts LLC History No change 9,411 464 0.0% 0.0% 241 0 0.0% Q2 2026 Sep 08, 2026
TD Waterhouse Canada Inc. History No change 9,208 460 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 27, 2026
FIRST FOUNDATION ADVISORS History No change 9,290 459 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 9,220 455 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 8,496 453 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 9,148 452 0.0% 0.0% 246 0 0.0% Q2 2026 Jul 20, 2026
FinDec Wealth Services, Inc. History No change 9,109 450 0.53% 0.53% 247 0 0.0% Q2 2026 Aug 06, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 18,929 441 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 29, 2026
Fortis Capital Advisors, LLC History No change 8,934 441 0.05% 0.05% 249 0 0.0% Q2 2026 Jul 31, 2026
Sage Capital Management, LLC History No change 8,868 438 0.17% 0.17% 250 0 0.0% Q2 2026 Jul 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 8,823 435 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 8,566 423 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 17, 2026
Riverpoint Wealth Management Holdings, LLC History No change 8,524 421 0.08% 0.08% 253 0 0.0% Q2 2026 Jul 27, 2026
Joseph P. Lucia & Associates, LLC History No change 8,463 418 0.13% 0.13% 254 0 0.0% Q2 2026 Aug 07, 2026
Physician Wealth Advisors, Inc. History No change 8,467 418 0.05% 0.05% 255 0 0.0% Q2 2026 Jul 20, 2026
MAI Capital Management History No change 8,446 417 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 14, 2026
Marathon Trading Investment Management LLC History No change 8,392 414 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 12, 2026
Clear Creek Financial Management, LLC History No change 8,234 406 0.03% 0.03% 258 0 0.0% Q2 2026 Jul 27, 2026
Houlihan Financial Resource Group, Ltd. History No change 8,220 406 0.14% 0.14% 259 0 0.0% Q2 2026 Aug 10, 2026
Paragon Private Wealth Management, LLC History No change 8,184 404 0.11% 0.11% 260 0 0.0% Q2 2026 Jul 28, 2026
NWAM LLC History No change 8,153 402 0.02% 0.02% 261 0 0.0% Q2 2026 Jul 23, 2026
Manchester Capital Management LLC History No change 8,110 400 0.05% 0.05% 262 0 0.0% Q2 2026 Aug 13, 2026
WealthSpring Partners, LLC History No change 8,039 397 0.34% 0.34% 263 0 0.0% Q2 2026 Aug 05, 2026
Vision Retirement, LLC History No change 8,051 397 0.1% 0.1% 264 0 0.0% Q2 2026 Jul 21, 2026
Wedmont Private Capital History Reduced 7,681 392 0.01% 0.01% 265 -150 -1.92% Q3 2026 Oct 09, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 7,890 389 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 7,780 384 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 12, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 7,620 376 0.05% 0.05% 268 0 0.0% Q2 2026 Aug 12, 2026
Y.D. More Investments Ltd History No change 7,584 374 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 05, 2026
KCM INVESTMENT ADVISORS LLC History No change 7,566 373 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History No change 7,521 371 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 03, 2026
D.A. DAVIDSON & CO. History No change 7,518 371 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 24, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 7,456 368 0.14% 0.14% 273 0 0.0% Q2 2026 Jul 30, 2026
Financial Management, Inc. History No change 7,468 368 0.3% 0.3% 274 0 0.0% Q2 2026 Aug 12, 2026
Circle Wealth Management, LLC History No change 7,406 365 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 7,309 361 0.03% 0.03% 276 0 0.0% Q2 2026 Jul 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 7,287 360 0.02% 0.02% 277 0 0.0% Q2 2026 Jul 23, 2026
Balance Wealth Partners LLC History No change 7,304 360 0.1% 0.1% 278 0 0.0% Q2 2026 Jul 21, 2026
Fox Hill Wealth Management History No change 7,270 359 0.14% 0.14% 279 0 0.0% Q2 2026 Aug 18, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 7,200 355 0.03% 0.03% 280 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 7,138 352 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 12, 2026
Advantage Trust Co History No change 7,140 352 0.12% 0.12% 282 0 0.0% Q2 2026 Jul 17, 2026
Meridian Wealth Management, LLC History No change 7,081 349 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 05, 2026
Guilbault Capital LLC History No change 7,059 348 0.35% 0.35% 284 0 0.0% Q2 2026 Jul 23, 2026
LaSalle St. Investment Advisors, LLC History No change 6,947 343 0.04% 0.04% 285 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 6,927 342 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 6,923 342 0.03% 0.03% 287 0 0.0% Q2 2026 Aug 03, 2026
REYL & Cie S.A. History No change 6,365 340 0.39% 0.39% 288 0 0.0% Q2 2026 Oct 02, 2026
Cresset Asset Management, LLC History No change 6,893 340 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 14, 2026
Welch Group, LLC History No change 6,757 333 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 23, 2026
Jacobi Capital Management LLC History No change 6,733 332 0.02% 0.02% 291 0 0.0% Q2 2026 Jul 31, 2026
Kraft, Davis & Associates, LLC History No change 6,466 332 0.07% 0.07% 292 0 0.0% Q2 2026 Jul 09, 2026
BENJAMIN EDWARDS INC History No change 6,679 330 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 24, 2026
COMMERCE BANK History No change 6,662 329 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 12, 2026
Advus Financial Partners, LLC History No change 6,652 328 0.09% 0.09% 295 0 0.0% Q2 2026 Oct 02, 2026
Strategic Investment Solutions, Inc. /IL History No change 6,623 327 0.07% 0.07% 296 0 0.0% Q2 2026 Jul 08, 2026
Quantinno Capital Management LP History No change 6,498 321 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History No change 6,403 316 0.01% 0.01% 298 0 0.0% Q2 2026 Jul 07, 2026
Creekside Partners History No change 6,360 314 0.11% 0.11% 299 0 0.0% Q2 2026 Jul 30, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 6,350 313 0.15% 0.15% 300 0 0.0% Q2 2026 Aug 13, 2026
Prosperity Consulting Group, LLC History No change 6,226 307 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 13, 2026
Comprehensive Money Management Services LLC History No change 6,172 304 0.19% 0.19% 302 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 6,141 303 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 13, 2026
Koshinski Asset Management, Inc. History No change 6,120 302 0.02% 0.02% 304 0 0.0% Q2 2026 Jul 27, 2026
LaFleur & Godfrey LLC History No change 6,112 301 0.04% 0.04% 305 0 0.0% Q2 2026 Jul 15, 2026
TWO SIGMA SECURITIES, LLC History No change 6,099 301 0.03% 0.03% 306 0 0.0% Q2 2026 Aug 14, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 5,955 294 0.13% 0.13% 307 0 0.0% Q2 2026 Jul 29, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 5,930 293 0.03% 0.03% 308 0 0.0% Q2 2026 Jul 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,928 292 0.03% 0.03% 309 0 0.0% Q2 2026 Aug 13, 2026
SHUFRO ROSE & CO LLC History No change 5,900 291 0.02% 0.02% 310 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 5,848 288 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 29, 2026
WealthTrust Axiom LLC History No change 5,675 280 0.06% 0.06% 312 0 0.0% Q2 2026 Aug 11, 2026
Sound View Wealth Advisors Group, LLC History No change 5,675 280 0.02% 0.02% 313 0 0.0% Q2 2026 Aug 11, 2026
Traynor Capital Management, Inc. History No change 5,573 275 0.01% 0.01% 314 0 0.0% Q2 2026 Jul 22, 2026
ALM First Financial Advisors, LLC History No change 5,568 275 0.05% 0.05% 315 0 0.0% Q2 2026 Jul 10, 2026
BARCLAYS PLC History No change 5,513 272 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,482 270 0.01% 0.01% 317 0 0.0% Q2 2026 Jul 15, 2026
Montis Financial, LLC History No change 5,440 268 0.05% 0.05% 318 0 0.0% Q2 2026 Aug 05, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 5,405 267 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 05, 2026
CONGRESS ASSET MANAGEMENT CO History New 263,557 263 0.0% — 320 +263,557 New Q3 2026 Oct 06, 2026
CAHILL FINANCIAL ADVISORS INC History No change 5,304 262 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 11, 2026
Walleye Trading LLC History No change 5,300 261 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 5,285 261 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 10, 2026
M&T BANK CORP History No change 5,263 260 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 04, 2026
PFG Advisors History No change 5,235 258 0.01% 0.01% 325 0 0.0% Q2 2026 Jul 16, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 5,226 258 0.02% 0.02% 326 0 0.0% Q2 2026 Jul 22, 2026
Global Retirement Partners, LLC History No change 5,218 257 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 06, 2026
Wealthspire Advisors, LLC History No change 5,121 253 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 5,077 251 0.01% 0.01% 329 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Advisors, LLC History No change 5,071 250 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 11, 2026
READYSTATE ASSET MANAGEMENT LP History No change 5,023 248 0.01% 0.01% 331 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 5,010 247 0.04% 0.04% 332 0 0.0% Q2 2026 Jul 21, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 4,996 246 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 07, 2026
Acropolis Investment Management, LLC History No change 4,800 245 0.01% 0.01% 334 0 0.0% Q3 2026 Oct 08, 2026
Flaharty Asset Management, LLC History No change 4,709 244 0.35% 0.35% 335 0 0.0% Q2 2026 Jul 08, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 4,950 244 0.06% 0.06% 336 0 0.0% Q2 2026 Jul 13, 2026
Mason & Associates Inc History No change 4,944 244 0.04% 0.04% 337 0 0.0% Q2 2026 Jul 23, 2026
Carrera Capital Advisors History No change 4,951 244 0.04% 0.04% 338 0 0.0% Q2 2026 Aug 03, 2026
ADAR1 Capital Management, LLC History No change 4,900 242 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 14, 2026
Z3 Capital Partners, LLC History No change 4,873 240 0.05% 0.05% 340 0 0.0% Q2 2026 Jul 28, 2026
Trivium Point Advisory, LLC History No change 4,836 238 0.02% 0.02% 341 0 0.0% Q2 2026 Aug 06, 2026
Gladstone Institutional Advisory LLC History No change 4,801 237 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,727 236 0.01% 0.01% 343 0 0.0% Q2 2026 Jul 22, 2026
Carroll Advisory Group, LLC History No change 4,769 235 0.08% 0.08% 344 0 0.0% Q2 2026 Jul 23, 2026
SCOTIA CAPITAL INC. History No change 4,743 234 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 11, 2026
Buck Wealth Strategies, LLC History No change 4,578 226 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 30, 2026
BCV Asset Management Inc. History No change 4,342 220 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 10, 2026
Great Lakes Retirement, Inc. History No change 4,424 218 0.02% 0.02% 348 0 0.0% Q2 2026 Jul 30, 2026
PCG Wealth Advisors, LLC History No change 4,419 218 0.05% 0.05% 349 0 0.0% Q2 2026 Aug 03, 2026
Eaton Financial Holdings Company, LLC History No change 4,429 218 0.06% 0.06% 350 0 0.0% Q2 2026 Aug 04, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,409 217 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 4,286 211 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 4,286 211 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 12, 2026
Finivi Inc. History No change 4,240 209 0.11% 0.11% 354 0 0.0% Q2 2026 Jul 09, 2026
Allied Private Wealth LLC History No change 4,072 208 0.13% 0.13% 355 0 0.0% Q2 2026 Jul 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 4,195 207 0.0% 0.0% 356 0 0.0% Q2 2026 Aug 10, 2026
Bernardo Wealth Planning LLC History No change 4,188 206 0.04% 0.04% 357 0 0.0% Q2 2026 Jul 27, 2026
McElhenny Sheffield Capital Management, LLC History No change 4,158 205 0.05% 0.05% 358 0 0.0% Q2 2026 Jul 22, 2026
SeaCrest Wealth Management, LLC History No change 4,111 203 0.02% 0.02% 359 0 0.0% Q2 2026 Jul 09, 2026
AE Wealth Management LLC History No change 4,046 199 0.0% 0.0% 360 0 0.0% Q2 2026 Aug 03, 2026
MONETARY MANAGEMENT GROUP INC History No change 3,900 192 0.04% 0.04% 361 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Bancorp, Inc. History No change 3,835 189 0.05% 0.05% 362 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,716 183 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 3,688 182 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 3,563 176 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 05, 2026
Hilltop National Bank History No change 3,555 175 0.04% 0.04% 366 0 0.0% Q2 2026 Jul 01, 2026
Capital Investment Advisory Services, LLC History No change 3,472 171 0.01% 0.01% 367 0 0.0% Q2 2026 Jul 23, 2026
Mascoma Wealth Management LLC History No change 3,471 171 0.03% 0.03% 368 0 0.0% Q2 2026 Jul 24, 2026
Glen Eagle Advisors, LLC History No change 3,453 170 0.02% 0.02% 369 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 3,383 167 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Trust, LLC History No change 3,400 167 0.02% 0.02% 371 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 3,311 163 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 10, 2026
Sankala Group LLC History No change 2,931 163 0.11% 0.11% 373 0 0.0% Q2 2026 Aug 18, 2026
AlphaCore Capital LLC History No change 3,017 149 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 2,936 145 0.0% 0.0% 375 0 0.0% Q2 2026 Jul 20, 2026
AdvisorNet Financial, Inc History No change 2,907 143 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 23, 2026
Spire Wealth Management History No change 2,909 143 0.0% 0.0% 377 0 0.0% Q2 2026 Jul 15, 2026
Peterson Wealth Services History No change 2,894 142 0.03% 0.03% 378 0 0.0% Q2 2026 Jul 27, 2026
Security National Bank History No change 2,736 135 0.02% 0.02% 379 0 0.0% Q2 2026 Jul 15, 2026
Biltmore Family Office, LLC History No change 2,700 133 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 12, 2026
Steigerwald, Gordon & Koch Inc. History No change 2,610 128 0.01% 0.01% 381 0 0.0% Q2 2026 Jul 22, 2026
Blue Trust, Inc. History No change 2,532 125 0.0% 0.0% 382 0 0.0% Q2 2026 Jul 21, 2026
Continuum Advisory, LLC History No change 2,522 124 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 2,416 119 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 2,399 118 0.0% 0.0% 385 0 0.0% Q2 2026 Jul 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,360 116 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 2,177 107 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 11, 2026
Bogart Wealth, LLC History No change 2,149 106 0.0% 0.0% 388 0 0.0% Q2 2026 Jul 24, 2026
MONTAG A & ASSOCIATES INC History No change 2,120 104 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 05, 2026
FNY Investment Advisers, LLC History No change 2,000 98 0.04% 0.04% 390 0 0.0% Q2 2026 Jul 08, 2026
Concord Wealth Partners History No change 1,941 95 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 27, 2026
Anchor Bay Capital, Inc. History No change 1,729 95 0.05% 0.05% 392 0 0.0% Q2 2026 Aug 11, 2026
FAS Wealth Partners, Inc. History No change 1,894 93 0.0% 0.0% 393 0 0.0% Q2 2026 Jul 29, 2026
Aspect Partners, LLC History No change 1,758 86 0.03% 0.03% 394 0 0.0% Q2 2026 Jul 16, 2026
Harbor Asset Planning, Inc. History No change 1,729 85 0.06% 0.06% 395 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 1,637 80 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 12, 2026
Register Financial Advisors LLC History No change 1,585 78 0.02% 0.02% 397 0 0.0% Q2 2026 Jul 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,574 77 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,558 76 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History No change 1,501 74 0.01% 0.01% 400 0 0.0% Q2 2026 Jul 16, 2026
Brentview Investment Management LLC History No change 1,500 74 0.03% 0.03% 401 0 0.0% Q2 2026 Jul 30, 2026
Colonial Trust Co / SC History No change 1,455 71 0.01% 0.01% 402 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 1,381 68 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 1,380 68 0.0% 0.0% 404 0 0.0% Q2 2026 Jul 17, 2026
Intesa Sanpaolo Wealth Management History No change 1,383 68 0.01% 0.01% 405 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 1,372 67 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 1,310 64 0.0% 0.0% 407 0 0.0% Q2 2026 Jul 21, 2026
Quarry LP History No change 1,280 63 0.01% 0.01% 408 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 1,220 60 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 10, 2026
Millstone Evans Group, LLC History No change 1,228 60 0.03% 0.03% 410 0 0.0% Q2 2026 Aug 11, 2026
HOWE & RUSLING INC History No change 1,200 59 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 10, 2026
EFG International AG History No change 1,200 59 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 1,158 57 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 04, 2026
Financial Perspectives, Inc History No change 1,146 56 0.01% 0.01% 414 0 0.0% Q2 2026 Jul 24, 2026
Catherine Avery Investment Management LLC History No change 1,112 54 0.02% 0.02% 415 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 1,058 52 0.0% 0.0% 416 0 0.0% Q2 2026 Jul 30, 2026
Ameliora Wealth Management Ltd. History No change 1,000 49 0.01% 0.01% 417 0 0.0% Q2 2026 Jul 24, 2026
GHP Investment Advisors, Inc. History No change 933 46 0.0% 0.0% 418 0 0.0% Q2 2026 Jul 17, 2026
Nalls Sherbakoff Group, LLC History No change 918 45 0.03% 0.03% 419 0 0.0% Q2 2026 Aug 17, 2026
Rosenberg Matthew Hamilton History No change 889 45 0.01% 0.01% 420 0 0.0% Q3 2026 Oct 05, 2026
Truvestments Capital LLC History No change 900 44 0.01% 0.01% 421 0 0.0% Q2 2026 Aug 12, 2026
TSFG, LLC History No change 900 44 0.01% 0.01% 422 0 0.0% Q2 2026 Jul 23, 2026
Clean Yield Group History No change 840 41 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 05, 2026
Canton Hathaway, LLC History No change 834 41 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 05, 2026
Horizon Investments, LLC History No change 800,000 39 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 13, 2026
Avalon Trust Co History No change 800 39 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 06, 2026
Quantbot Technologies LP History No change 756 37 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 12, 2026
RMG Wealth Management LLC History No change 660 37 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 13, 2026
Key FInancial Inc History No change 715 35 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 24, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 693 34 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 13, 2026
Westside Investment Management, Inc. History No change 650 32 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 27, 2026
Balentine LLC History No change 654 32 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 633 31 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 646 31 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 27, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 647 31 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 04, 2026
BALLAST ADVISORS LLC History No change 630 31 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Wealth Management, LLC History No change 610 30 0.0% 0.0% 437 0 0.0% Q2 2026 Jul 30, 2026
Princeton Global Asset Management LLC History No change 600 29 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 16, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 600 29 0.07% 0.07% 439 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Retirement Investments LLC History No change 590 29 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 03, 2026
Golden State Wealth Management, LLC History No change 580 28 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History Added to 546 27 0.0% 0.0% 442 +42 8.33% Q3 2026 Oct 08, 2026
Hyposwiss Advisors SA History No change 550 27 0.03% 0.03% 443 0 0.0% Q2 2026 Jul 21, 2026
Atomic Invest LLC History No change 546 27 0.0% 0.0% 444 0 0.0% Q2 2026 Sep 25, 2026
GAMMA Investing LLC History No change 516 26 0.0% 0.0% 445 0 0.0% Q3 2026 Oct 08, 2026
Prestige Wealth Management Group LLC History No change 471 23 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 14, 2026
COUNTRY TRUST BANK History No change 450 22 0.0% 0.0% 447 0 0.0% Q2 2026 Jul 15, 2026
Colonial Trust Advisors History No change 461 22 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 11, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 450 22 0.01% 0.01% 449 0 0.0% Q2 2026 Aug 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 450 22 0.01% 0.01% 450 0 0.0% Q2 2026 Aug 03, 2026
Merrithew & Thorsten Inc History No change 459 22 0.02% 0.02% 451 0 0.0% Q2 2026 Jul 31, 2026
Copia Wealth Management History No change 441 21 0.01% 0.01% 452 0 0.0% Q2 2026 Aug 17, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 389 20 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 373 18 0.0% 0.0% 454 0 0.0% Q2 2026 Aug 03, 2026
Monetary Solutions, Ltd History No change 370 18 0.02% 0.02% 455 0 0.0% Q2 2026 Jul 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 357 17 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 360 17 0.0% 0.0% 457 0 0.0% Q2 2026 Jul 28, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 360 17 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 10, 2026
Pacifica Partners Inc. History No change 348 17 0.01% 0.01% 459 0 0.0% Q3 2026 Oct 08, 2026
N.E.W. Advisory Services LLC History No change 362 17 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 06, 2026
TUCKER ASSET MANAGEMENT LLC History No change 349 17 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 27, 2026
GLENMEDE TRUST CO NA History No change 334 16 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 10, 2026
VALLEY NATIONAL ADVISERS INC History No change 343 16 0.0% 0.0% 463 0 0.0% Q2 2026 Jul 29, 2026
Align Financial, LLC History No change 338 16 0.01% 0.01% 464 0 0.0% Q2 2026 Jul 27, 2026
BOKF, NA History No change 300 14 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 10, 2026
Comprehensive Financial Planning, Inc./PA History No change 299 14 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 10, 2026
Centerpoint Advisors, LLC History No change 266 13 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 05, 2026
Sunrise Financial Services, LLC History No change 276 13 0.01% 0.01% 468 0 0.0% Q2 2026 Aug 12, 2026
Oakmont Advisory Group, LLC History No change 250 12 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 03, 2026
ALBION FINANCIAL GROUP /UT History No change 240 11 0.0% 0.0% 470 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 222 11 0.0% 0.0% 471 0 0.0% Q2 2026 Jul 16, 2026
BESSEMER GROUP INC History No change 210 10 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN NATIONAL BANK & TRUST History No change 205 10 0.0% 0.0% 473 0 0.0% Q3 2026 Oct 07, 2026
SHP Wealth Management History No change 206 10 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 200 9 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 03, 2026
DiNuzzo Private Wealth, Inc. History No change 189 9 0.0% 0.0% 476 0 0.0% Q2 2026 Jul 10, 2026
Gen-Wealth Partners Inc History No change 193 9 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 10, 2026
GFS Advisors, LLC History No change 206,251 8 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 04, 2026
BlackRock, Inc. History No change 172 8 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 175 8 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 11, 2026
PROFFITT & GOODSON INC History No change 151 7 0.0% 0.0% 481 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 144 7 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 06, 2026
Global Trust Asset Management, LLC History No change 150 7 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 03, 2026
Cedar Mountain Advisors, LLC History No change 151 7 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 02, 2026
Imprint Wealth LLC History No change 150 7 0.03% 0.03% 485 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 127 6 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 14, 2026
DHJJ Financial Advisors, Ltd. History No change 125 6 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 24, 2026
City State Bank History No change 130 6 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 14, 2026
Central Pacific Bank - Trust Division History No change 120 6 0.0% 0.0% 489 0 0.0% Q3 2026 Oct 05, 2026
Aventura Private Wealth, LLC History No change 126 6 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 15, 2026
Harborfront Financial Group LLC History No change 128 6 0.02% 0.02% 491 0 0.0% Q2 2026 Aug 07, 2026
FIRST UNITED BANK & TRUST History No change 120 5 0.0% 0.0% 492 0 0.0% Q2 2026 Jul 20, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 102 5 0.0% 0.0% 493 0 0.0% Q2 2026 Jul 21, 2026
WOLFF WIESE MAGANA LLC History No change 120 5 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 13, 2026
Costello Asset Management, INC History No change 100 4 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 28, 2026
Realta Investment Advisors History No change 100 4 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 20, 2026
Downshift Financial, LLC History No change 95 4 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 12, 2026
GK Wealth Management LLC History New 67 3 0.0% — 502 +67 New Q3 2026 Oct 09, 2026
Morse Asset Management, Inc History No change 70 3 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 61 3 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 61 3 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 11, 2026
CDKV HOLDINGS LLC History No change 61 3 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 30, 2026
WealthShield Partners, LLC History No change 42 2 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 50 2 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 12, 2026
IMG Wealth Management, Inc. History No change 56 2 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 07, 2026
BLUELINE ADVISORS LLC History No change 45 2 0.0% 0.0% 506 0 0.0% Q2 2026 Jul 27, 2026
Highland Investment Advisors LLC History No change 47 2 0.0% 0.0% 507 0 0.0% Q2 2026 Aug 13, 2026
Go Invest LLC History Reduced 24 1 0.0% 0.0% 512 -1 -4.0% Q3 2026 Oct 08, 2026
GILL CAPITAL PARTNERS, LLC History No change 30 1 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 20, 2026
EverSource Wealth Advisors, LLC History No change 24 1 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 24, 2026
Avion Wealth History No change 38 1 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 31, 2026
Cape Investment Advisory, Inc. History No change 30 1 0.0% 0.0% 511 0 0.0% Q2 2026 Jul 23, 2026
ExodusPoint Capital Management, LP History No change 6 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Banque Cantonale Vaudoise History No change 7,957 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Signature Resources Capital Management, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Kingdom Financial Group LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Bernard Wealth Management Corp. History No change 12 0 — — — 0 0.0% Q2 2026 Aug 21, 2026
AMERIFLEX GROUP, INC. History No change 18 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Key Capital Management, INC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 27, 2026