iSHARES TRUST - IJJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 4,088,134 | 603,940 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,991,007 | 589,591 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,517,335 | 519,615 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,383,455 | 352,107 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,237,277 | 330,498 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 1,938,165 | 286,325 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,391,097 | 205,506 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,132,668 | 167,329 | 0.92% | 0.92% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 867,638 | 128,176 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 768,548 | 113,537 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 768,428 | 113,519 | 1.12% | 1.12% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 674,681 | 99,670 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 635,321 | 93,856 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 609,138 | 89,987 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 605,746 | 89,562 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 545,411 | 80,574 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 449,626 | 66,225 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 415,471 | 61,314 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 402,922 | 59,523 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 334,351 | 49,393 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 332,590 | 49,133 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 330,985 | 48,896 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evensky & Katz LLC | History | No change | 329,371 | 48,658 | 2.51% | 2.51% | 23 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 278,506 | 41,143 | 1.93% | 1.93% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOKF, NA | History | No change | 269,482 | 39,810 | 0.55% | 0.55% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 263,973 | 38,996 | 0.87% | 0.87% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 263,246 | 38,888 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 262,650 | 38,801 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 250,706 | 37,049 | 1.7% | 1.7% | 29 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| World Investment Advisors | History | No change | 265,442 | 35,171 | 0.58% | 0.58% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 232,221 | 34,306 | 1.91% | 1.91% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COURIER CAPITAL LLC | History | No change | 227,786 | 33,650 | 1.68% | 1.68% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 215,877 | 31,891 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 209,578 | 30,961 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 209,429 | 30,938 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 180,776 | 26,706 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 173,265 | 25,596 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 171,395 | 25,320 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 162,264 | 23,971 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 157,712 | 23,298 | 0.43% | 0.43% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 156,530 | 23,124 | 6.29% | 6.29% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 150,705 | 22,263 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 138,688 | 20,488 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 125,147 | 18,488 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 124,686 | 18,427 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lutz Financial Services LLC | History | No change | 118,338 | 17,482 | 1.06% | 1.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 115,387 | 17,046 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 110,998 | 16,398 | 1.65% | 1.65% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Texas Yale Capital Corp. | History | No change | 108,310 | 16,000 | 0.35% | 0.35% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 105,579 | 15,597 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 105,531 | 15,590 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 104,147 | 15,385 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 101,841 | 15,044 | 0.55% | 0.55% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 101,400 | 14,979 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 100,500 | 14,839 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 100,427 | 14,836 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 99,253 | 14,662 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 96,183 | 14,209 | 0.27% | 0.27% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 94,530 | 13,964 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 94,459 | 13,861 | 1.14% | 1.14% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 93,660 | 13,836 | 1.57% | 1.57% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Omega Financial Group, LLC | History | No change | 92,908 | 13,725 | 4.18% | 4.18% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 92,002 | 13,591 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 91,589 | 13,530 | 0.48% | 0.48% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 91,079 | 13,458 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management Group, Inc. | History | No change | 88,947 | 13,140 | 1.92% | 1.92% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 88,462 | 13,068 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PW Nova Financial Services LLC | History | No change | 85,851 | 12,682 | 2.72% | 2.72% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ellis Investment Partners, LLC | History | No change | 84,376 | 12,464 | 1.89% | 1.89% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 80,133 | 11,838 | 0.57% | 0.57% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 79,854 | 11,797 | 0.19% | 0.19% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 79,326 | 11,719 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Edge Capital, LLC | History | No change | 77,483 | 11,446 | 1.37% | 1.37% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 73,959 | 10,925 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balance Wealth Partners LLC | History | No change | 72,677 | 10,736 | 2.86% | 2.86% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 70,984 | 10,486 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 72,279 | 9,953 | 2.5% | 2.54% | 77 | +5,956 | 8.98% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 66,399 | 9,818 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 63,636 | 9,400 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OFS Enterprise LLC | History | No change | 62,340 | 9,209 | 2.35% | 2.35% | 80 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LMG Wealth Partners, LLC | History | No change | 61,225 | 9,044 | 1.45% | 1.45% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 59,313 | 8,762 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 58,676 | 8,668 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DDFG, Inc | History | No change | 58,149 | 8,590 | 1.71% | 1.71% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Causey Wealth LLC | History | No change | 57,928 | 8,557 | 3.34% | 3.34% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| InvesTrust | History | No change | 57,033 | 8,425 | 3.24% | 3.24% | 86 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Foundation Wealth Management, LLC | History | No change | 56,830 | 8,396 | 4.97% | 4.97% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 56,189 | 8,300 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 55,498 | 8,198 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 54,654 | 8,074 | 0.35% | 0.35% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 54,289 | 8,020 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 54,179 | 8,003 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | No change | 52,980 | 7,826 | 0.56% | 0.56% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 52,727 | 7,789 | 0.14% | 0.14% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 51,806 | 7,653 | 0.91% | 0.91% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 49,771 | 7,352 | 0.14% | 0.14% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 48,669 | 7,189 | 0.19% | 0.19% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hudson Capital Management LLC | History | No change | 48,312 | 7,137 | 1.73% | 1.73% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GREENLEAF TRUST | History | No change | 47,962 | 7,085 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 47,249 | 6,980 | 0.63% | 0.63% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 46,850 | 6,921 | 0.35% | 0.35% | 101 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| First Citizens Financial Corp | History | Reduced | 50,014 | 6,887 | 2.89% | 3.09% | 102 | -79 | -0.16% | Q3 2026 | Oct 02, 2026 |
| D.B. Root & Company, LLC | History | No change | 46,490 | 6,867 | 1.46% | 1.46% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 44,725 | 6,607 | 0.42% | 0.42% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| M&T BANK CORP | History | No change | 44,703 | 6,603 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 44,390 | 6,557 | 0.23% | 0.23% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Broadview Financial Management, LLC | History | No change | 44,290 | 6,542 | 3.99% | 3.99% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 43,928 | 6,489 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | No change | 43,367 | 6,406 | 0.65% | 0.65% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 42,872 | 6,333 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Idaho Trust Co | History | No change | 42,573 | 6,289 | 1.84% | 1.84% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 69,201 | 6,137 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 40,933 | 6,047 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 40,491 | 5,981 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 39,808 | 5,880 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BKM Wealth Management, LLC | History | No change | 39,374 | 5,816 | 2.06% | 2.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 38,397 | 5,672 | 1.39% | 1.39% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ironwood Financial, llc | History | No change | 38,447 | 5,628 | 0.88% | 0.88% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 37,302 | 5,510 | 1.31% | 1.31% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 36,753 | 5,429 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Csenge Advisory Group | History | No change | 36,185 | 5,345 | 0.22% | 0.22% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 36,061 | 5,327 | 0.15% | 0.15% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 34,712 | 5,127 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 34,192 | 5,051 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 34,160 | 5,046 | 0.26% | 0.26% | 125 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 34,147 | 5,044 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JNBA Financial Advisors | History | No change | 33,379 | 4,931 | 0.37% | 0.37% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| King Wealth Management Group | History | No change | 32,843 | 4,852 | 0.53% | 0.53% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 32,465 | 4,764 | 0.32% | 0.32% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brightwater Advisory LLC | History | No change | 32,195 | 4,756 | 3.01% | 3.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 32,160 | 4,751 | 1.35% | 1.35% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Soltis Investment Advisors LLC | History | No change | 32,125 | 4,745 | 0.26% | 0.26% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Astra Wealth Partners LLC | History | No change | 31,895 | 4,711 | 2.51% | 2.51% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 31,680 | 4,680 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 31,421 | 4,641 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,928 | 4,569 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 30,008 | 4,433 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Midwest Trust Co | History | No change | 29,619 | 4,375 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 29,472 | 4,353 | 0.19% | 0.19% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HB Wealth Management, LLC | History | No change | 29,358 | 4,337 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 29,297 | 4,328 | 1.83% | 1.83% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 29,015 | 4,286 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| River Wealth Advisors LLC | History | No change | 28,497 | 4,209 | 0.44% | 0.44% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 28,428 | 4,199 | 4.63% | 4.63% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 28,055 | 4,144 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia Bank | History | No change | 28,042 | 4,142 | 0.93% | 0.93% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 28,034 | 4,141 | 0.77% | 0.77% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LTG Capital LLC | History | No change | 27,894 | 4,120 | 2.76% | 2.76% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 27,297 | 4,032 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 27,288 | 4,031 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 27,433 | 3,998 | 0.1% | 0.1% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 26,966 | 3,983 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 27,127 | 3,960 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 26,376 | 3,896 | 1.21% | 1.21% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heritage Wealth Advisors | History | No change | 28,654 | 3,829 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neumann Capital Management, LLC | History | No change | 25,748 | 3,803 | 2.52% | 2.52% | 156 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 25,622 | 3,785 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 26,987 | 3,716 | 0.61% | 0.72% | 158 | -2,296 | -7.84% | Q3 2026 | Oct 08, 2026 |
| Campion Asset Management | History | No change | 24,617 | 3,636 | 2.22% | 2.22% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ANB BANK | History | Added to | 25,936 | 3,571 | 1.27% | 1.42% | 160 | +201 | 0.78% | Q3 2026 | Oct 09, 2026 |
| Leeward Investments, LLC - MA | History | No change | 24,062 | 3,554 | 0.16% | 0.16% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 23,989 | 3,543 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Members Trust Co | History | No change | 23,013 | 3,399 | 0.11% | 0.11% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 22,890 | 3,381 | 1.28% | 1.28% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 22,452 | 3,316 | 0.42% | 0.42% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 21,924 | 3,238 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,317 | 3,211 | 0.02% | 0.02% | 167 | +4,802 | 25.94% | Q3 2026 | Oct 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 21,517 | 3,178 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 22,889 | 3,152 | 0.7% | 0.79% | 169 | -483 | -2.07% | Q3 2026 | Oct 08, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 21,052 | 3,110 | 0.13% | 0.13% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooke Wealth Management, LLC | History | No change | 20,918 | 3,090 | 2.53% | 2.53% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,716 | 3,060 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 20,453 | 3,022 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 20,372 | 3,009 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guidance Point Advisors, LLC | History | No change | 20,202 | 2,985 | 0.63% | 0.63% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | No change | 20,061 | 2,963 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 19,840 | 2,930 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 19,822 | 2,928 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 19,744 | 2,916 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 19,695 | 2,909 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 19,497 | 2,880 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 19,473 | 2,864 | 1.23% | 1.23% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nikulski Financial, Inc. | History | No change | 19,346 | 2,857 | 0.62% | 0.62% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Axis Wealth Partners, LLC | History | No change | 19,233 | 2,841 | 1.36% | 1.36% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 19,042 | 2,813 | 0.18% | 0.18% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 18,973 | 2,802 | 0.3% | 0.3% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 18,904 | 2,792 | 1.01% | 1.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 18,879 | 2,789 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 18,422 | 2,721 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 18,366 | 2,713 | 0.56% | 0.56% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stokes Family Office, LLC | History | No change | 18,261 | 2,697 | 0.31% | 0.31% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heck Capital Advisors, LLC | History | No change | 18,071 | 2,669 | 0.16% | 0.16% | 192 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 17,720 | 2,617 | 0.59% | 0.59% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gerald Baker Financial Group LLC | History | Added to | 18,597 | 2,560 | 0.72% | 0.76% | 194 | +605 | 3.36% | Q3 2026 | Oct 09, 2026 |
| Operose Advisors LLC | History | No change | 17,288 | 2,553 | 0.49% | 0.49% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 17,145 | 2,532 | 0.32% | 0.32% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 16,862 | 2,491 | 0.66% | 0.66% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sierra Capital LLC | History | No change | 16,693 | 2,466 | 0.24% | 0.24% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 16,610 | 2,453 | 0.45% | 0.45% | 199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisory Group LLC | History | No change | 16,587 | 2,450 | 0.13% | 0.13% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 16,521 | 2,440 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oxler Private Wealth LLC | History | No change | 16,382 | 2,420 | 0.69% | 0.69% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 16,325 | 2,411 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 16,306 | 2,408 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 16,290 | 2,406 | 0.78% | 0.78% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | No change | 16,257 | 2,401 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| One Capital Management, LLC | History | No change | 18,082 | 2,395 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sageworth Trust Co | History | No change | 16,072 | 2,374 | 0.09% | 0.09% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 15,555 | 2,297 | 0.86% | 0.86% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 15,374 | 2,271 | 0.45% | 0.45% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Breakwater Capital Group | History | Added to | 16,463 | 2,267 | 0.27% | 0.29% | 211 | +175 | 1.07% | Q3 2026 | Oct 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 15,183 | 2,242 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,691 | 2,170 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 14,574 | 2,153 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,121 | 2,136 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 14,403 | 2,127 | 0.86% | 0.86% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 14,347 | 2,119 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 14,333 | 2,117 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Care LLC | History | No change | 14,271 | 2,108 | 1.71% | 1.71% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 14,023 | 2,071 | 0.54% | 0.54% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caldwell Trust Co | History | No change | 13,889 | 2,051 | 0.17% | 0.17% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 13,783 | 2,036 | 0.23% | 0.23% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Alliance Private Wealth, LLC | History | No change | 13,645 | 2,015 | 0.7% | 0.7% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rodgers & Associates, LTD | History | No change | 13,622 | 2,012 | 0.18% | 0.18% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 13,619 | 2,011 | 0.14% | 0.14% | 225 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Advisory, LLC | History | No change | 13,500 | 1,994 | 0.17% | 0.17% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pure Financial Advisors, LLC | History | No change | 13,434 | 1,984 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 13,248 | 1,957 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 13,248 | 1,957 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Trust | History | No change | 13,215 | 1,952 | 0.15% | 0.15% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corundum Trust Company, INC | History | No change | 13,166 | 1,945 | 5.19% | 5.19% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 13,126 | 1,939 | 0.91% | 0.91% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| C2C Wealth Management, LLC | History | No change | 13,108 | 1,936 | 1.52% | 1.52% | 233 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 12,998 | 1,920 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,911 | 1,907 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 12,873 | 1,901 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 12,874 | 1,901 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Accurate Wealth Management, LLC | History | No change | 12,771 | 1,870 | 0.18% | 0.18% | 238 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 12,699 | 1,863 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANCE WEALTH, LLC | History | No change | 12,576 | 1,857 | 0.42% | 0.42% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 12,362 | 1,826 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 12,303 | 1,817 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 12,186 | 1,800 | 1.19% | 1.19% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 12,144 | 1,794 | 0.27% | 0.27% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sigma Planning Corp | History | No change | 12,036 | 1,778 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 12,040 | 1,778 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 12,012 | 1,774 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 11,938 | 1,763 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 11,906 | 1,758 | 1.36% | 1.36% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 11,806 | 1,744 | 0.15% | 0.15% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 11,738 | 1,734 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 11,692 | 1,727 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11,637 | 1,719 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 11,586 | 1,711 | 0.29% | 0.29% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Berman McAleer LLC | History | No change | 11,569 | 1,709 | 0.2% | 0.2% | 255 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bangor Savings Bank | History | No change | 12,083 | 1,663 | 0.13% | 0.13% | 256 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 11,196 | 1,653 | 0.36% | 0.36% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 11,149 | 1,647 | 0.28% | 0.28% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO | History | No change | 11,113 | 1,633 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stenger Family Office, LLC | History | No change | 10,909 | 1,611 | 0.26% | 0.26% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Keel Point, LLC | History | No change | 10,638 | 1,571 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,614 | 1,568 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 10,394 | 1,535 | 0.24% | 0.24% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ramiah Investment Group | History | No change | 10,374 | 1,532 | 1.17% | 1.17% | 264 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VICUS CAPITAL | History | No change | 10,283 | 1,519 | 0.1% | 0.1% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 10,192 | 1,505 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 10,178 | 1,503 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,085 | 1,489 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 10,082 | 1,489 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 10,032 | 1,482 | 0.1% | 0.1% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighMark Wealth Management LLC | History | No change | 9,998 | 1,476 | 0.49% | 0.49% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,972 | 1,473 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 9,449 | 1,395 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FULTON BANK, N.A. | History | No change | 9,431 | 1,393 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NWAM LLC | History | No change | 9,391 | 1,387 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 9,337 | 1,379 | 0.39% | 0.39% | 276 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,185 | 1,357 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 9,054 | 1,337 | 0.64% | 0.64% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 8,944 | 1,328 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 8,966 | 1,324 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 8,925 | 1,318 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMG National Trust Bank | History | No change | 8,843 | 1,306 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Partners Group, Inc | History | No change | 8,844 | 1,306 | 0.13% | 0.13% | 283 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 8,845 | 1,306 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 8,664 | 1,279 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 8,548 | 1,262 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WESBANCO BANK INC | History | No change | 8,471 | 1,251 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aspire Growth Partners LLC | History | No change | 8,436 | 1,246 | 0.72% | 0.72% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TAGStone Capital, Inc. | History | No change | 8,413 | 1,242 | 0.39% | 0.39% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex LLC | History | No change | 8,306 | 1,226 | 0.19% | 0.19% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 8,306 | 1,226 | 0.82% | 0.82% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 8,173 | 1,207 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Analysts, LLC | History | No change | 8,146 | 1,203 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 8,058 | 1,190 | 0.11% | 0.11% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 8,000 | 1,181 | 0.11% | 0.11% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,993 | 1,180 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keenan, LLC | History | No change | 7,976 | 1,178 | 0.83% | 0.83% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpine Bank Wealth Management | History | No change | 7,910 | 1,168 | 0.15% | 0.15% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 8,418 | 1,159 | 0.46% | 0.49% | 299 | -91 | -1.07% | Q3 2026 | Oct 09, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 7,795 | 1,151 | 0.08% | 0.08% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |