iSHARES TRUST - IJH
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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 132,841,270 | 10,243,390 | 5.47% | 5.47% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 67,302,599 | 5,189,703 | 0.33% | 0.33% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 60,496,272 | 4,664,867 | 0.77% | 0.77% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57,005,004 | 4,395,655 | 0.71% | 0.71% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 54,843,180 | 4,228,957 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 43,362,888 | 3,343,712 | 0.29% | 0.29% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 41,144,289 | 3,172,636 | 0.17% | 0.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 39,064,190 | 3,012,239 | 0.82% | 0.82% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 37,195,080 | 2,868,112 | 0.68% | 0.68% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BlackRock, Inc. | History | No change | 29,075,313 | 2,241,997 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 25,918,017 | 1,998,538 | 0.25% | 0.25% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 24,548,419 | 1,892,928 | 0.22% | 0.22% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 22,963,213 | 1,770,693 | 0.4% | 0.4% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,450,924 | 1,731,190 | 0.26% | 0.26% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,929,010 | 1,372,107 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 16,401,450 | 1,264,878 | 1.33% | 1.33% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 16,281,926 | 1,255,499 | 0.62% | 0.62% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 16,051,579 | 1,237,737 | 7.36% | 7.36% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorns Advisers, LLC | History | No change | 14,093,257 | 1,086,731 | 7.09% | 7.09% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 11,644,753 | 897,927 | 2.95% | 2.95% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,617,300 | 818,700 | 0.98% | 0.98% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,268,731 | 707,734 | 0.28% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Starboard Value LP | History | No change | 8,877,781 | 684,565 | 15.13% | 15.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 8,745,534 | 674,368 | 12.77% | 12.77% | 24 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 8,745,534 | 674,368 | 11.19% | 11.19% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 8,637,959 | 666,073 | 3.98% | 3.98% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 8,517,640 | 656,795 | 7.7% | 7.7% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 8,336,989 | 643,048 | 2.64% | 2.64% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,222,284 | 634,484 | 0.13% | 0.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,149,878 | 628,437 | 1.02% | 1.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,961,778 | 613,932 | 3.38% | 3.38% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,764,939 | 598,754 | 1.06% | 1.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,069,013 | 545,091 | 1.59% | 1.59% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 7,019,239 | 541,253 | 0.52% | 0.52% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,634,431 | 511,581 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 6,009,259 | 463,371 | 0.56% | 0.56% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 5,830,885 | 449,619 | 5.47% | 5.47% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 5,705,045 | 439,916 | 4.86% | 4.86% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 5,616,598 | 433,095 | 1.63% | 1.63% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 5,379,027 | 414,776 | 9.5% | 9.5% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 5,165,944 | 398,346 | 0.43% | 0.43% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 5,114,258 | 394,360 | 0.55% | 0.55% | 42 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | No change | 4,887,959 | 376,910 | 0.22% | 0.22% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,718,090 | 363,812 | 1.77% | 1.77% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Circle Wealth Management, LLC | History | No change | 4,587,104 | 353,711 | 4.44% | 4.44% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,313,184 | 332,589 | 0.42% | 0.42% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAVIS R M INC | History | No change | 3,721,050 | 286,930 | 4.53% | 4.53% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,700,591 | 285,352 | 0.44% | 0.44% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 3,615,909 | 278,822 | 0.25% | 0.25% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,518,181 | 271,286 | 0.37% | 0.37% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,444,235 | 265,584 | 0.54% | 0.54% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,440,498 | 265,345 | 0.31% | 0.31% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,123,146 | 240,825 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,076,331 | 237,215 | 2.86% | 2.86% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,198,871 | 236,314 | 4.99% | 4.99% | 55 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 2,927,410 | 225,732 | 4.22% | 4.22% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 2,762,927 | 213,049 | 2.71% | 2.71% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLB&B Advisors, LLC | History | No change | 2,650,863 | 204,408 | 7.48% | 7.48% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,500,263 | 192,795 | 0.16% | 0.16% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haverford Trust Co | History | No change | 2,487,429 | 191,805 | 1.66% | 1.66% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 2,454,535 | 189,269 | 0.19% | 0.19% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 2,361,487 | 181,967 | 11.89% | 11.89% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,339,052 | 180,364 | 3.01% | 3.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,284,920 | 176,190 | 0.27% | 0.27% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,191,683 | 169,000 | 0.61% | 0.61% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Members Trust Co | History | No change | 2,125,113 | 163,867 | 5.1% | 5.1% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 2,064,728 | 159,211 | 9.6% | 9.6% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SWF LLC | History | No change | 2,035,088 | 156,925 | 10.5% | 10.5% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,938,937 | 149,511 | 3.62% | 3.62% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,044,400 | 146,340 | 0.24% | 0.24% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,897,411 | 146,309 | 7.13% | 7.13% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO | History | No change | 1,898,589 | 145,090 | 1.42% | 1.42% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hamilton Capital, LLC | History | No change | 1,840,675 | 141,934 | 7.03% | 7.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,821,548 | 140,459 | 2.46% | 2.46% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 1,811,344 | 139,672 | 4.21% | 4.21% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,775,176 | 136,883 | 0.6% | 0.6% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,758,601 | 135,605 | 1.0% | 1.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,727,863 | 133,235 | 5.26% | 5.26% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,725,716 | 133,069 | 1.45% | 1.45% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,710,991 | 131,934 | 1.67% | 1.67% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 1,687,739 | 130,141 | 1.79% | 1.79% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,672,609 | 128,974 | 0.16% | 0.16% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Lutz Financial Services LLC | History | No change | 1,615,391 | 124,562 | 7.59% | 7.59% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Klingman & Associates, LLC | History | No change | 1,604,169 | 123,697 | 5.27% | 5.27% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlTi Global, Inc. | History | No change | 1,592,514 | 122,798 | 2.54% | 2.54% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST INTERSTATE BANK | History | No change | 1,563,909 | 120,593 | 6.29% | 6.29% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,554,878 | 119,897 | 0.28% | 0.28% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orgel Wealth Management, LLC | History | No change | 1,548,629 | 119,414 | 2.26% | 2.26% | 88 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Destination Wealth Management | History | No change | 1,548,248 | 119,385 | 2.79% | 2.79% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 1,532,850 | 118,204 | 1.41% | 1.41% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 1,510,526 | 116,476 | 3.22% | 3.22% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 1,488,196 | 114,754 | 6.36% | 6.36% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,486,092 | 114,592 | 0.37% | 0.37% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREENLEAF TRUST | History | No change | 1,484,086 | 114,437 | 1.1% | 1.1% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,479,137 | 114,056 | 0.85% | 0.85% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ally Invest Advisors Inc. | History | No change | 1,467,792 | 113,181 | 6.83% | 6.83% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 1,465,008 | 112,967 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | No change | 1,462,118 | 112,743 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,396,856 | 107,711 | 0.5% | 0.5% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Accredited Investors Inc. | History | No change | 1,394,914 | 107,561 | 4.65% | 4.65% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STATE STREET CORP | History | No change | 1,394,337 | 107,517 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,385,892 | 106,866 | 0.55% | 0.55% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lee Financial Co | History | No change | 1,336,250 | 103,038 | 13.16% | 13.16% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,324,394 | 102,124 | 0.32% | 0.32% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,317,455 | 101,588 | 3.76% | 3.76% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 1,307,580 | 100,827 | 10.81% | 10.81% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,304,552 | 100,594 | 1.01% | 1.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Management, LLC | History | No change | 1,301,904 | 100,389 | 5.25% | 5.25% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Linscomb Wealth, Inc. | History | No change | 1,292,307 | 99,649 | 4.32% | 4.32% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,275,896 | 98,384 | 1.32% | 1.32% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,239,853 | 95,606 | 1.5% | 1.5% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,226,684 | 94,590 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,251,021 | 94,414 | 1.77% | 1.77% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 1,224,173 | 94,396 | 0.28% | 0.28% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,211,123 | 93,389 | 0.56% | 0.56% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,205,401 | 92,948 | 1.16% | 1.16% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,197,424 | 92,333 | 4.74% | 4.74% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 1,194,710 | 92,124 | 0.41% | 0.41% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 1,194,638 | 92,118 | 9.98% | 9.98% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,153,834 | 88,972 | 1.11% | 1.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMR Wealth Builders | History | No change | 1,153,024 | 88,909 | 5.52% | 5.52% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 1,150,363 | 88,704 | 3.87% | 3.87% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ballentine Partners, LLC | History | No change | 1,144,917 | 88,284 | 1.08% | 1.08% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RKL Wealth Management LLC | History | No change | 1,112,664 | 85,797 | 6.84% | 6.84% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,092,516 | 84,243 | 1.34% | 1.34% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,231,477 | 83,161 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Ridge Advisers LLC | History | No change | 1,051,800 | 81,104 | 4.89% | 4.89% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 1,048,475 | 80,847 | 12.7% | 12.7% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 1,044,165 | 80,515 | 5.65% | 5.65% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crewe Advisors LLC | History | No change | 1,043,164 | 80,438 | 5.83% | 5.83% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCF Advisors LLC | History | No change | 1,041,383 | 80,301 | 2.87% | 2.87% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 1,027,514 | 79,231 | 0.46% | 0.46% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 997,258 | 76,898 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 989,255 | 76,281 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 965,352 | 74,438 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 950,783 | 73,314 | 2.65% | 2.65% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 945,584 | 72,913 | 0.89% | 0.89% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 945,484 | 72,906 | 0.71% | 0.71% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 944,567 | 72,835 | 0.69% | 0.69% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 943,201 | 72,730 | 1.21% | 1.21% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | No change | 942,760 | 72,696 | 4.96% | 4.96% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 931,862 | 71,855 | 1.7% | 1.7% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 919,199 | 70,879 | 0.24% | 0.24% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 916,606 | 70,679 | 31.29% | 31.29% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bangor Savings Bank | History | No change | 908,557 | 70,058 | 5.15% | 5.15% | 145 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ARROW FINANCIAL CORP | History | No change | 905,594 | 69,830 | 6.25% | 6.25% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CKW FINANCIAL GROUP | History | No change | 907,553 | 69,373 | 6.82% | 6.82% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 896,833 | 69,154 | 9.01% | 9.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Magnus Financial Group LLC | History | No change | 894,548 | 68,978 | 4.88% | 4.88% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Chandler Asset Management, Inc. | History | No change | 894,373 | 68,965 | 9.72% | 9.72% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 888,514 | 68,513 | 4.04% | 4.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 902,005 | 68,056 | 1.36% | 1.36% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | No change | 877,936 | 67,697 | 0.72% | 0.72% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 870,881 | 67,153 | 0.29% | 0.29% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 870,006 | 67,086 | 0.31% | 0.31% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 862,600 | 66,515 | 5.54% | 5.54% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 861,198 | 66,406 | 1.28% | 1.28% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 860,493 | 66,352 | 6.61% | 6.61% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 852,655 | 65,748 | 11.03% | 11.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUEFG, LLC | History | No change | 844,065 | 65,085 | 15.2% | 15.2% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 824,734 | 63,770 | 6.14% | 6.14% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 825,602 | 63,662 | 0.54% | 0.54% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Portland Global Advisors LLC | History | No change | 820,804 | 63,292 | 6.01% | 6.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 812,619 | 62,661 | 2.94% | 2.94% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 807,545 | 62,269 | 5.9% | 5.9% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthquest Corp | History | No change | 803,877 | 61,986 | 3.91% | 3.91% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JNBA Financial Advisors | History | No change | 794,124 | 61,234 | 4.64% | 4.64% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 793,126 | 61,157 | 1.71% | 1.71% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 777,549 | 59,956 | 2.86% | 2.86% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HORAN Wealth, LLC | History | No change | 776,645 | 59,887 | 7.49% | 7.49% | 170 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HSBC HOLDINGS PLC | History | No change | 775,465 | 59,793 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 772,085 | 59,535 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 761,810 | 58,743 | 0.63% | 0.63% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tarbox Family Office, Inc. | History | No change | 748,612 | 57,725 | 8.27% | 8.27% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 743,061 | 57,297 | 1.57% | 1.57% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 76,482 | 57,276 | 13.71% | 13.71% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 735,629 | 56,728 | 0.15% | 0.15% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 724,208 | 55,843 | 2.78% | 2.78% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Single Point Partners, LLC | History | No change | 720,093 | 55,526 | 9.78% | 9.78% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 714,861 | 55,122 | 4.48% | 4.48% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 711,692 | 54,878 | 4.26% | 4.26% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 692,811 | 53,422 | 0.57% | 0.57% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COURIER CAPITAL LLC | History | No change | 689,177 | 53,142 | 2.65% | 2.65% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 685,526 | 52,860 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 782,210 | 52,822 | 2.15% | 2.15% | 185 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nadler Financial Group, Inc. | History | No change | 682,723 | 52,644 | 4.46% | 4.46% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 677,768 | 52,262 | 0.8% | 0.8% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 674,296 | 51,993 | 2.31% | 2.31% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trilogy Capital Inc. | History | No change | 674,236 | 51,990 | 2.02% | 2.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 671,000 | 51,740 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Trust | History | No change | 669,220 | 51,603 | 3.98% | 3.98% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Professional Planning Group Inc. | History | No change | 669,121 | 51,595 | 19.26% | 19.26% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 653,225 | 50,370 | 0.34% | 0.34% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 650,722 | 50,177 | 0.37% | 0.37% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 643,308 | 49,605 | 2.31% | 2.31% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 640,045 | 49,353 | 5.38% | 5.38% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 630,599 | 48,625 | 0.24% | 0.24% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Investment Advisors, LLC | History | No change | 626,853 | 48,336 | 0.64% | 0.64% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 607,624 | 46,854 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 607,153 | 46,817 | 0.24% | 0.24% | 200 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Grove Bank & Trust | History | No change | 606,822 | 46,792 | 4.64% | 4.64% | 201 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 604,397 | 46,605 | 2.98% | 2.98% | 202 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 603,088 | 46,504 | 0.3% | 0.3% | 203 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Chesley Taft & Associates LLC | History | No change | 602,154 | 46,432 | 1.81% | 1.81% | 204 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 595,959 | 45,954 | 6.26% | 6.26% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Urban Financial Advisory Corp | History | No change | 591,569 | 45,615 | 12.57% | 12.57% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 590,555 | 45,537 | 2.9% | 2.9% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 630,548 | 45,367 | 1.2% | 1.31% | 208 | -28,853 | -4.38% | Q3 2026 | Oct 05, 2026 |
| DT Investment Partners, LLC | History | No change | 585,874 | 45,176 | 3.37% | 3.37% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 576,397 | 44,446 | 0.17% | 0.17% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Drake & Associates, LLC | History | No change | 574,352 | 44,288 | 7.46% | 7.46% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Planning Project LLC | History | No change | 587,162 | 44,244 | 8.82% | 8.82% | 212 | 0 | 0.0% | Q2 2026 | Sep 01, 2026 |
| Farther Finance Advisors, LLC | History | No change | 563,919 | 43,482 | 0.34% | 0.34% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Human Investing LLC | History | No change | 563,757 | 43,471 | 5.64% | 5.64% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 555,851 | 42,861 | 2.89% | 2.89% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savant Capital, LLC | History | No change | 553,675 | 42,736 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 552,240 | 42,583 | 0.68% | 0.68% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pure Financial Advisors, LLC | History | No change | 551,186 | 42,501 | 0.54% | 0.54% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 548,802 | 42,318 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winthrop Advisory Group LLC | History | No change | 545,312 | 42,049 | 2.83% | 2.83% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 549,247 | 41,742 | 0.7% | 0.7% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 549,247 | 41,742 | 0.7% | 0.7% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 536,873 | 41,398 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudock, Inc. | History | No change | 536,816 | 41,393 | 5.3% | 5.3% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 533,317 | 41,124 | 4.24% | 4.24% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 532,055 | 41,026 | 10.77% | 10.77% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 531,468 | 40,981 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 530,909 | 40,938 | 3.82% | 3.82% | 228 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | No change | 529,378 | 40,820 | 0.17% | 0.17% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 526,930 | 40,631 | 0.6% | 0.6% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 526,146 | 40,542 | 0.22% | 0.22% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 525,121 | 40,492 | 1.17% | 1.17% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 525,121 | 40,463 | 0.13% | 0.13% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 519,419 | 40,052 | 0.45% | 0.45% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF STOCKTON | History | No change | 518,901 | 40,012 | 11.23% | 11.23% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 515,533 | 39,752 | 2.13% | 2.13% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 513,563 | 39,600 | 0.3% | 0.3% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 513,069 | 39,562 | 0.77% | 0.77% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leverty Financial Group, LLC | History | No change | 512,208 | 39,496 | 7.68% | 7.68% | 239 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIRST HORIZON CORP | History | No change | 509,988 | 39,325 | 1.51% | 1.51% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewSquare Capital LLC | History | No change | 508,963 | 39,246 | 2.9% | 2.9% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 505,787 | 39,001 | 4.03% | 4.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 499,802 | 38,539 | 0.45% | 0.45% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 492,955 | 38,011 | 2.28% | 2.28% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arkos Global Advisors | History | No change | 491,224 | 37,878 | 4.49% | 4.49% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verde Capital Management | History | No change | 490,013 | 37,784 | 6.99% | 6.99% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shoker Investment Counsel, Inc. | History | No change | 489,850 | 37,772 | 9.48% | 9.48% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Trust Co | History | No change | 489,709 | 37,761 | 0.43% | 0.43% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ESL Trust Services, LLC | History | No change | 486,270 | 37,496 | 6.39% | 6.39% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 484,229 | 37,338 | 0.75% | 0.75% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | No change | 479,288 | 36,957 | 1.68% | 1.68% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 479,069 | 36,941 | 0.11% | 0.11% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 477,342 | 36,807 | 0.26% | 0.26% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 476,645 | 36,754 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 475,865 | 36,693 | 4.04% | 4.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 474,232 | 36,568 | 0.17% | 0.17% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 473,125 | 36,482 | 0.76% | 0.76% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCS Capital Management LLC | History | No change | 472,307 | 36,419 | 0.34% | 0.34% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | No change | 478,863 | 36,139 | 0.51% | 0.51% | 259 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 465,270 | 35,877 | 0.6% | 0.6% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altus Wealth Management, LLC | History | No change | 464,048 | 35,782 | 13.77% | 13.77% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 463,953 | 35,775 | 1.13% | 1.13% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 464,001 | 35,510 | 3.13% | 3.13% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arcataur Capital Management LLC | History | No change | 459,664 | 35,444 | 8.78% | 8.78% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 457,005 | 35,239 | 0.39% | 0.39% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 455,491 | 35,122 | 3.39% | 3.39% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 455,314 | 35,109 | 2.57% | 2.57% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 455,097 | 35,092 | 7.76% | 7.76% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 455,097 | 35,092 | 5.56% | 5.56% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Constellation Investments, Inc. | History | No change | 455,000 | 35,085 | 1.1% | 1.1% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johnson Financial Group, Inc. | History | No change | 452,156 | 34,865 | 1.15% | 1.15% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coastline Trust Co | History | Reduced | 480,770 | 34,591 | 3.23% | 3.37% | 272 | -12,580 | -2.55% | Q3 2026 | Oct 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 434,926 | 33,537 | 0.62% | 0.62% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 432,570 | 33,355 | 1.52% | 1.52% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 431,810 | 33,296 | 1.24% | 1.24% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 428,400 | 33,033 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Randolph Co Inc | History | No change | 428,397 | 33,033 | 2.78% | 2.78% | 277 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Retirement Systems of Alabama | History | No change | 426,953 | 32,922 | 0.1% | 0.1% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestwell Advisors, LLC | History | No change | 426,807 | 32,911 | 7.88% | 7.88% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 425,279 | 32,793 | 4.99% | 4.99% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fiera Capital Corp | History | No change | 424,620 | 32,742 | 0.12% | 0.12% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 422,669 | 32,592 | 3.23% | 3.23% | 282 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 420,147 | 32,397 | 0.32% | 0.32% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 417,673 | 32,205 | 9.91% | 9.91% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 417,260 | 32,174 | 0.35% | 0.35% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| King Wealth Management Group | History | No change | 416,594 | 32,124 | 3.51% | 3.51% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 416,280 | 32,099 | 6.05% | 6.05% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 412,137 | 31,766 | 1.68% | 1.68% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 409,810 | 31,600 | 8.79% | 8.79% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investments & Financial Planning, LLC | History | No change | 408,629 | 31,509 | 14.92% | 14.92% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 405,049 | 31,233 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 404,308 | 31,176 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 400,343 | 30,870 | 2.01% | 2.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 399,883 | 30,835 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 399,067 | 30,767 | 5.37% | 5.37% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 398,148 | 30,701 | 6.3% | 6.3% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AA Financial Advisors, LLC | History | No change | 396,971 | 30,610 | 3.68% | 3.68% | 297 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 395,458 | 30,493 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 390,586 | 30,118 | 3.21% | 3.21% | 299 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 389,890 | 30,064 | 1.27% | 1.27% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |