iSHARES TRUST - IJK

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
MORGAN STANLEY History No change 7,365,748 865,475 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 5,894,027 692,548 0.11% 0.11% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 4,492,033 527,813 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,677,630 432,121 0.03% 0.03% 4 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 2,139,491 251,390 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,065,287 242,671 0.06% 0.06% 6 0 0.0% Q2 2026 Sep 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,012,805 236,504 0.12% 0.12% 7 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 1,907,313 224,109 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 13, 2026
True Freedom Investing, LLC History No change 2,217,617 223,136 17.47% 17.47% 9 0 0.0% Q2 2026 Aug 12, 2026
PINKERTON WEALTH, LLC History No change 1,835,243 184,662 15.86% 15.86% 10 0 0.0% Q2 2026 Jul 30, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,520,276 178,632 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,476,497 173,488 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 1,251,060 146,999 0.81% 0.81% 13 0 0.0% Q2 2026 Jul 24, 2026
Financial Engines Advisors L.L.C. History No change 1,169,953 137,469 0.24% 0.24% 14 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,146,816 134,750 0.07% 0.07% 15 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 1,103,320 129,640 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 989,033 116,568 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 985,567 115,804 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 956,027 110,851 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
MAI Capital Management History No change 728,317 85,577 0.32% 0.32% 20 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 696,600 80,391 0.03% 0.03% 21 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 650,758 76,465 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 590,043 69,330 0.09% 0.09% 23 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 562,576 66,102 0.22% 0.22% 24 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 536,489 63,037 0.08% 0.08% 25 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 505,886 59,441 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 05, 2026
Joel Isaacson & Co., LLC History No change 501,110 58,880 1.7% 1.7% 27 0 0.0% Q2 2026 Aug 04, 2026
BOKF, NA History No change 483,485 56,809 0.78% 0.78% 28 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 468,196 55,013 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 12, 2026
Willis Johnson & Associates, Inc. History No change 455,280 53,495 2.98% 2.98% 30 0 0.0% Q2 2026 Aug 13, 2026
REGIONS FINANCIAL CORP History No change 447,104 52,534 0.31% 0.31% 31 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 443,550 52,117 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 417,243 49,026 0.06% 0.06% 33 0 0.0% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History No change 407,266 47,853 0.24% 0.24% 34 0 0.0% Q2 2026 Aug 13, 2026
Pacific Life Fund Advisors LLC History No change 400,548 47,064 5.17% 5.17% 35 0 0.0% Q2 2026 Aug 04, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 398,575 46,832 2.2% 2.2% 36 0 0.0% Q2 2026 Jul 24, 2026
Moment Partners, LLC History No change 396,412 46,578 8.39% 8.39% 37 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 361,510 42,477 0.06% 0.06% 38 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 350,476 41,180 0.04% 0.04% 39 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 344,211 40,444 0.9% 0.9% 40 0 0.0% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History No change 338,768 39,805 0.11% 0.11% 41 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 301,678 35,447 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 288,196 33,862 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 277,858 32,648 0.05% 0.05% 44 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 260,429 30,599 0.09% 0.09% 45 0 0.0% Q2 2026 Aug 10, 2026
COURIER CAPITAL LLC History No change 260,296 30,584 1.53% 1.53% 46 0 0.0% Q2 2026 Jul 16, 2026
Arax Advisory Partners History No change 257,702 30,280 0.2% 0.2% 47 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 245,585 28,856 0.04% 0.04% 48 0 0.0% Q2 2026 Aug 12, 2026
Kozak & Associates, Inc. History No change 230,502 26,754 4.64% 4.64% 49 0 0.0% Q2 2026 Jul 02, 2026
OSAIC HOLDINGS, INC. History No change 217,369 25,548 0.03% 0.03% 50 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 213,832 25,125 0.73% 0.73% 51 0 0.0% Q2 2026 Aug 06, 2026
Cassaday & Co Wealth Management LLC History No change 210,445 24,727 0.46% 0.46% 52 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 209,812 24,652 0.45% 0.45% 53 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors, Ltd. LLC History No change 209,294 24,592 2.48% 2.48% 54 0 0.0% Q2 2026 Jul 16, 2026
Creative Planning History No change 207,056 24,329 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 13, 2026
Hudson Capital Management LLC History No change 202,922 23,843 5.76% 5.76% 56 0 0.0% Q2 2026 Jul 14, 2026
STIFEL FINANCIAL CORP History No change 188,268 22,124 0.02% 0.02% 57 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 183,426 21,552 0.36% 0.36% 58 0 0.0% Q2 2026 Aug 11, 2026
Sterling Financial Planning, Inc. History No change 182,653 21,461 5.84% 5.84% 59 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 176,060 20,687 0.07% 0.07% 60 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History No change 170,893 20,079 0.17% 0.17% 61 0 0.0% Q2 2026 Jul 27, 2026
CULLEN/FROST BANKERS, INC. History No change 164,447 19,322 0.19% 0.19% 62 0 0.0% Q2 2026 Jul 27, 2026
INSPIRION WEALTH ADVISORS, LLC History No change 166,148 19,284 2.21% 2.21% 63 0 0.0% Q2 2026 Jul 07, 2026
Salomon & Ludwin, LLC History No change 165,410 19,199 1.58% 1.58% 64 0 0.0% Q2 2026 Aug 07, 2026
Hilltop Partners LLC History No change 160,893 18,904 4.58% 4.58% 65 0 0.0% Q2 2026 Aug 05, 2026
Texas Yale Capital Corp. History No change 158,887 18,669 0.41% 0.41% 66 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 154,635 18,169 0.12% 0.12% 67 0 0.0% Q2 2026 Sep 08, 2026
Vestmark Advisory Solutions, Inc. History No change 152,013 17,861 0.17% 0.17% 68 0 0.0% Q2 2026 Aug 14, 2026
1834 INVESTMENT ADVISORS CO History No change 150,402 17,672 2.0% 2.0% 69 0 0.0% Q2 2026 Jul 30, 2026
Waverly Advisors, LLC History No change 144,718 17,004 0.1% 0.1% 70 0 0.0% Q2 2026 Aug 14, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History No change 143,117 16,816 2.12% 2.12% 71 0 0.0% Q2 2026 Jul 23, 2026
GHP Investment Advisors, Inc. History No change 139,799 16,426 0.6% 0.6% 72 0 0.0% Q2 2026 Jul 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 133,319 15,665 0.12% 0.12% 73 0 0.0% Q2 2026 Aug 14, 2026
Ifrah Financial Services, Inc. History No change 133,087 15,637 3.82% 3.82% 74 0 0.0% Q2 2026 Jul 21, 2026
PW Nova Financial Services LLC History No change 122,533 14,397 3.09% 3.09% 75 0 0.0% Q2 2026 Jul 29, 2026
FIRST MERCHANTS CORP History No change 118,600 13,935 0.49% 0.49% 76 0 0.0% Q2 2026 Jul 15, 2026
Cambridge Investment Research Advisors, Inc. History No change 118,009 13,866 0.03% 0.03% 77 0 0.0% Q2 2026 Jul 27, 2026
AlTi Global, Inc. History No change 111,329 13,081 0.27% 0.27% 78 0 0.0% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History No change 107,855 12,672 0.04% 0.04% 79 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 107,553 12,637 0.26% 0.26% 80 0 0.0% Q2 2026 Jul 29, 2026
HUNTINGTON NATIONAL BANK History No change 106,239 12,483 0.06% 0.06% 81 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 105,618 12,410 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 12, 2026
Onyx Bridge Wealth Group LLC History No change 105,580 12,405 1.12% 1.12% 83 0 0.0% Q2 2026 Jul 23, 2026
DDFG, Inc History No change 102,672 12,063 2.4% 2.4% 84 0 0.0% Q2 2026 Jul 28, 2026
HSBC HOLDINGS PLC History No change 102,173 12,005 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
White Pine Investment CO History No change 101,317 11,905 2.54% 2.54% 86 0 0.0% Q2 2026 Jul 20, 2026
Blue Edge Capital, LLC History No change 99,403 11,679 1.4% 1.4% 87 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 98,780 11,606 0.05% 0.05% 88 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 95,167 11,182 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 92,285 10,843 0.54% 0.54% 90 0 0.0% Q2 2026 Jul 10, 2026
Sanctuary Advisors, LLC History No change 92,160 10,828 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 13, 2026
Broadview Financial Management, LLC History No change 90,694 10,656 6.51% 6.51% 92 0 0.0% Q2 2026 Aug 12, 2026
ASSOCIATED BANC-CORP History No change 84,457 9,923 0.24% 0.24% 93 0 0.0% Q2 2026 Jul 31, 2026
OFS Enterprise LLC History No change 82,646 9,710 2.48% 2.48% 94 0 0.0% Q2 2026 Jul 08, 2026
Bryn Mawr Trust Advisors, LLC History No change 81,018 9,519 0.41% 0.41% 95 0 0.0% Q2 2026 Aug 03, 2026
Callan Family Office, LLC History No change 78,333 9,204 0.18% 0.18% 96 0 0.0% Q2 2026 Aug 11, 2026
Heritage Trust Co History No change 77,416 9,096 0.79% 0.79% 97 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History No change 74,498 8,753 0.07% 0.07% 98 0 0.0% Q2 2026 Jul 17, 2026
Rodgers & Associates, LTD History No change 73,635 8,652 0.79% 0.79% 99 0 0.0% Q2 2026 Jul 21, 2026
GREENLEAF TRUST History No change 71,058 8,349 0.08% 0.08% 100 0 0.0% Q2 2026 Jul 21, 2026
Mechanics Bank Trust Department History No change 70,649 8,301 1.03% 1.03% 101 0 0.0% Q2 2026 Jul 07, 2026
HB Wealth Management, LLC History No change 68,061 7,997 0.04% 0.04% 102 0 0.0% Q2 2026 Jul 29, 2026
First Citizens Financial Corp History Reduced 72,411 7,936 3.34% 3.56% 103 -127 -0.18% Q3 2026 Oct 02, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 67,391 7,918 0.94% 0.94% 104 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 66,939 7,865 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 19, 2026
TWO SIGMA INVESTMENTS, LP History No change 66,800 7,849 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
Denver PWM, LLC History No change 64,609 7,691 2.52% 2.52% 107 0 0.0% Q2 2026 Aug 17, 2026
SOA Wealth Advisors, LLC. History No change 63,642 7,477 1.26% 1.26% 108 0 0.0% Q2 2026 Jul 21, 2026
Arkadios Wealth Advisors History No change 62,244 7,313 0.11% 0.11% 109 0 0.0% Q2 2026 Aug 10, 2026
Ausdal Financial Partners, Inc. History No change 61,723 7,252 0.28% 0.28% 110 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History No change 61,696 7,249 0.55% 0.55% 111 0 0.0% Q2 2026 Jul 23, 2026
Centerpoint Advisors, LLC History No change 61,174 7,188 2.04% 2.04% 112 0 0.0% Q2 2026 Aug 05, 2026
Goelzer Investment Management, Inc. History No change 60,578 7,117 0.31% 0.31% 113 0 0.0% Q2 2026 Jul 14, 2026
Camarda Financial Advisors, LLC History No change 59,837 7,030 2.13% 2.13% 114 0 0.0% Q2 2026 Aug 14, 2026
Guidance Point Advisors, LLC History No change 59,348 6,975 1.47% 1.47% 115 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Wealth, LLC History No change 59,026 6,935 0.07% 0.07% 116 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 57,927 6,802 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 14, 2026
InvesTrust History No change 57,284 6,730 2.59% 2.59% 118 0 0.0% Q2 2026 Jul 14, 2026
Asset Management Group, Inc. History No change 57,034 6,701 0.98% 0.98% 119 0 0.0% Q2 2026 Aug 14, 2026
Causey Wealth LLC History No change 56,781 6,671 2.61% 2.61% 120 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 56,120 6,594 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 52,290 6,144 0.08% 0.08% 122 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History No change 52,297 6,144 0.4% 0.4% 123 0 0.0% Q2 2026 Jul 08, 2026
M&T BANK CORP History No change 51,670 6,071 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 51,380 6,037 0.07% 0.07% 125 0 0.0% Q2 2026 Aug 07, 2026
Berman McAleer LLC History No change 50,031 5,878 0.68% 0.68% 126 0 0.0% Q2 2026 Jul 16, 2026
BECKER CAPITAL MANAGEMENT INC History No change 49,947 5,868 0.16% 0.16% 127 0 0.0% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History No change 49,871 5,859 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 49,065 5,765 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 05, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 48,756 5,728 0.34% 0.34% 130 0 0.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 47,088 5,532 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History No change 47,071 5,530 0.31% 0.31% 132 0 0.0% Q2 2026 Jul 31, 2026
Corient Private Wealth LP History No change 46,937 5,513 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 27, 2026
World Investment Advisors History No change 54,596 5,494 0.09% 0.09% 134 0 0.0% Q2 2026 Aug 13, 2026
TRITONPOINT WEALTH, LLC History No change 46,349 5,446 0.54% 0.54% 135 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 46,229 5,431 0.45% 0.45% 136 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 45,403 5,334 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Partners, Ltd. History No change 45,209 5,312 2.0% 2.0% 138 0 0.0% Q2 2026 Aug 03, 2026
Brightwater Advisory LLC History No change 44,493 5,227 3.3% 3.3% 139 0 0.0% Q2 2026 Aug 07, 2026
Perkins Coie Trust Co History No change 44,168 5,189 0.86% 0.86% 140 0 0.0% Q2 2026 Jul 09, 2026
Circle Wealth Management, LLC History No change 44,000 5,170 0.06% 0.06% 141 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 43,993 5,169 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 45,499 5,169 0.09% 0.09% 143 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 45,499 5,169 0.09% 0.09% 144 0 0.0% Q2 2026 Jul 29, 2026
Independence Financial Advisors, LLC History No change 43,969 5,166 1.34% 1.34% 145 0 0.0% Q2 2026 Jul 09, 2026
NATIXIS ADVISORS, LLC History No change 43,936 5,162 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 14, 2026
Neumann Capital Management, LLC History No change 43,670 5,131 3.39% 3.39% 147 0 0.0% Q2 2026 Jul 10, 2026
Global Retirement Partners, LLC History No change 43,567 5,119 0.08% 0.08% 148 0 0.0% Q2 2026 Aug 06, 2026
UNITED BANK History No change 42,637 5,009 0.59% 0.59% 149 0 0.0% Q2 2026 Jul 30, 2026
Triangle Securities Wealth Management History No change 41,885 4,921 0.98% 0.98% 150 0 0.0% Q2 2026 Jul 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 41,110 4,691 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 15, 2026
BKM Wealth Management, LLC History No change 39,900 4,688 1.66% 1.66% 152 0 0.0% Q2 2026 Jul 29, 2026
Maltin Wealth Management, Inc. History No change 39,385 4,627 1.55% 1.55% 153 0 0.0% Q2 2026 Jul 22, 2026
Lee, Kelleher & Klein Wealth Management History No change 39,184 4,604 2.41% 2.41% 154 0 0.0% Q2 2026 Jul 10, 2026
HANCOCK WHITNEY CORP History No change 38,951 4,576 0.08% 0.08% 155 0 0.0% Q2 2026 Aug 14, 2026
ANB BANK History No change 37,998 4,464 1.67% 1.67% 156 0 0.0% Q2 2026 Aug 11, 2026
Fifth Third Wealth Advisors LLC History No change 37,946 4,458 0.12% 0.12% 157 0 0.0% Q2 2026 Jul 17, 2026
Cranbrook Wealth Management, LLC History No change 37,386 4,392 0.82% 0.82% 158 0 0.0% Q2 2026 Aug 06, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 37,003 4,347 4.8% 4.8% 159 0 0.0% Q2 2026 Aug 10, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 36,899 4,335 0.72% 0.72% 160 0 0.0% Q2 2026 Jul 08, 2026
UMB Bank, n.a. History No change 36,415 4,278 0.05% 0.05% 161 0 0.0% Q2 2026 Aug 13, 2026
Idaho Trust Co History No change 36,205 4,254 1.24% 1.24% 162 0 0.0% Q2 2026 Aug 06, 2026
CFS Investment Advisory Services, LLC History No change 36,413 4,192 0.28% 0.28% 163 0 0.0% Q2 2026 Jul 16, 2026
LTG Capital LLC History No change 35,611 4,184 2.8% 2.8% 164 0 0.0% Q2 2026 Aug 05, 2026
Trail Ridge Investment Advisors, LLC History No change 35,164 4,131 1.74% 1.74% 165 0 0.0% Q2 2026 Aug 13, 2026
Weinberger Asset Management, Inc History No change 35,531 3,975 1.27% 1.27% 166 0 0.0% Q2 2026 Aug 05, 2026
Midwest Trust Co History No change 33,726 3,962 0.04% 0.04% 167 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD SECURITIES, INC. History No change 33,622 3,950 0.23% 0.23% 168 0 0.0% Q2 2026 Jul 15, 2026
Clearstead Advisors, LLC History No change 33,388 3,923 0.04% 0.04% 169 0 0.0% Q2 2026 Aug 06, 2026
BlueStem Wealth Partners, LLC History No change 32,951 3,871 0.39% 0.39% 170 0 0.0% Q2 2026 Aug 11, 2026
BLAIR WILLIAM & CO/IL History No change 32,847 3,859 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 11, 2026
Ironwood Financial, llc History No change 33,861 3,822 0.6% 0.6% 172 0 0.0% Q2 2026 Jul 17, 2026
M1 Capital Management LLC History No change 32,444 3,812 1.41% 1.41% 173 0 0.0% Q2 2026 Aug 11, 2026
Segment Wealth Management, LLC History No change 31,700 3,724 0.19% 0.19% 174 0 0.0% Q2 2026 Jul 16, 2026
COMMERCE BANK History No change 31,447 3,695 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 31,071 3,650 0.82% 0.82% 176 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 30,968 3,638 0.04% 0.04% 177 0 0.0% Q2 2026 Aug 12, 2026
FIRST HAWAIIAN BANK History No change 30,941 3,635 0.46% 0.46% 178 0 0.0% Q2 2026 Jul 13, 2026
Beacon Pointe Advisors, LLC History No change 30,765 3,614 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 18, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 30,305 3,561 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
Main Management LLC History No change 30,144 3,542 0.24% 0.24% 181 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 30,016 3,526 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 17, 2026
USA FINANCIAL FORMULAS History No change 29,982 3,522 0.64% 0.64% 183 0 0.0% Q2 2026 Aug 04, 2026
Bluespring Wealth Management, LLC History No change 29,760 3,496 0.07% 0.07% 184 0 0.0% Q2 2026 Aug 11, 2026
Private Advisory Group LLC History No change 29,544 3,471 0.19% 0.19% 185 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History No change 29,431 3,458 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 03, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 29,297 3,442 0.28% 0.28% 187 0 0.0% Q2 2026 Jul 28, 2026
MidFirst Bank History No change 29,240 3,435 0.24% 0.24% 188 0 0.0% Q2 2026 Aug 07, 2026
Horizon Family Wealth, Inc. History No change 29,064 3,415 1.56% 1.56% 189 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 28,292 3,324 0.08% 0.08% 190 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,247 3,319 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 28,243 3,318 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 28,159 3,308 0.66% 0.66% 193 0 0.0% Q2 2026 Jul 22, 2026
SUMMITPOINT CAPITAL MANAGEMENT History No change 27,977 3,287 3.54% 3.54% 194 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Consulting LLC History No change 27,175 3,193 2.17% 2.17% 195 0 0.0% Q2 2026 Aug 06, 2026
Stordahl Capital Management, Inc. History No change 27,080 3,181 0.58% 0.58% 196 0 0.0% Q2 2026 Jul 14, 2026
Somerset Group LLC History No change 27,827 3,175 2.23% 2.23% 197 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 27,002 3,172 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 26,789 3,147 0.29% 0.29% 199 0 0.0% Q2 2026 Aug 10, 2026
Transcendent Capital Group LLC History No change 26,738 3,141 1.22% 1.22% 200 0 0.0% Q2 2026 Aug 05, 2026
JMAC ENTERPRISES LLC History No change 26,353 3,096 0.52% 0.52% 201 0 0.0% Q2 2026 Jul 28, 2026
Wealthspire Advisors, LLC History No change 25,894 3,042 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 11, 2026
Alpine Bank Wealth Management History No change 25,605 3,008 0.39% 0.39% 203 0 0.0% Q2 2026 Aug 07, 2026
PACIFIC FINANCIAL GROUP INC History No change 25,578 3,005 1.44% 1.44% 204 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 25,151 2,955 0.09% 0.09% 205 0 0.0% Q2 2026 Jul 15, 2026
GC Wealth Management RIA, LLC History No change 24,939 2,930 0.17% 0.17% 206 0 0.0% Q2 2026 Jul 16, 2026
Foundation Wealth Management, LLC History No change 24,932 2,929 1.73% 1.73% 207 0 0.0% Q2 2026 Jul 30, 2026
Performance Wealth Partners, LLC History No change 24,898 2,925 0.07% 0.07% 208 0 0.0% Q2 2026 Aug 07, 2026
CX Institutional History Added to 26,577 2,913 0.08% 0.09% 209 +766 2.97% Q3 2026 Oct 02, 2026
Avior Wealth Management, LLC History No change 24,472 2,875 0.08% 0.08% 210 0 0.0% Q2 2026 Jul 07, 2026
Quantinno Capital Management LP History No change 23,766 2,792 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
VANCE WEALTH, LLC History No change 23,339 2,742 0.62% 0.62% 212 0 0.0% Q2 2026 Aug 14, 2026
DT Investment Partners, LLC History No change 23,118 2,716 0.2% 0.2% 213 0 0.0% Q2 2026 Jul 27, 2026
ALLIANCEBERNSTEIN L.P. History No change 26,753 2,691 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 22,839 2,683 1.09% 1.09% 215 0 0.0% Q2 2026 Jul 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 22,758 2,674 0.06% 0.06% 216 0 0.0% Q2 2026 Jul 20, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 22,689 2,665 0.99% 0.99% 217 0 0.0% Q2 2026 Aug 03, 2026
Corundum Trust Company, INC History No change 22,354 2,626 7.01% 7.01% 218 0 0.0% Q2 2026 Jul 29, 2026
Apollon Wealth Management, LLC History No change 22,276 2,617 0.03% 0.03% 219 0 0.0% Q2 2026 Jul 22, 2026
Codex Capital Asset Management L.L.C. History No change 22,050 2,590 0.9% 0.9% 220 0 0.0% Q2 2026 Jul 27, 2026
Alesco Advisors, LLC, An ESL Co History No change 21,652 2,544 0.06% 0.06% 221 0 0.0% Q2 2026 Aug 05, 2026
Operose Advisors LLC History No change 21,624 2,540 0.49% 0.49% 222 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 21,281 2,500 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 21,285 2,500 0.78% 0.78% 224 0 0.0% Q2 2026 Jul 30, 2026
Grey Ledge Advisors, LLC History No change 21,144 2,484 0.5% 0.5% 225 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Group, LLC History No change 21,003 2,467 0.06% 0.06% 226 0 0.0% Q2 2026 Aug 05, 2026
Argent Advisors, Inc. History No change 20,961 2,462 0.62% 0.62% 227 0 0.0% Q2 2026 Aug 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,937 2,428 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 11, 2026
Davis Investment Partners, LLC History No change 20,650 2,426 0.74% 0.74% 229 0 0.0% Q2 2026 Aug 07, 2026
Darrow Company, Inc. History No change 20,084 2,359 0.91% 0.91% 230 0 0.0% Q2 2026 Jul 29, 2026
Stenger Family Office, LLC History No change 19,982 2,347 0.37% 0.37% 231 0 0.0% Q2 2026 Jul 13, 2026
Axis Wealth Partners, LLC History No change 19,743 2,319 1.11% 1.11% 232 0 0.0% Q2 2026 Jul 28, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 19,735 2,318 0.84% 0.84% 233 0 0.0% Q2 2026 Aug 07, 2026
FRANKLIN RESOURCES INC History No change 19,682 2,312 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History No change 19,152 2,250 0.06% 0.06% 235 0 0.0% Q2 2026 Jul 28, 2026
Stratos Wealth Advisors, LLC History No change 19,030 2,236 0.12% 0.12% 236 0 0.0% Q2 2026 Aug 11, 2026
Wellspring Financial Advisors, LLC History No change 18,882 2,218 0.15% 0.15% 237 0 0.0% Q2 2026 Jul 20, 2026
Lifestyle Asset Management, Inc. History No change 18,872 2,217 0.6% 0.6% 238 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 18,588 2,184 0.04% 0.04% 239 0 0.0% Q2 2026 Jul 15, 2026
Crestwood Advisors Group, LLC History No change 18,585 2,183 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 03, 2026
C2C Wealth Management, LLC History No change 18,561 2,180 1.71% 1.71% 241 0 0.0% Q2 2026 Jul 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 18,122 2,129 0.15% 0.15% 242 0 0.0% Q2 2026 Jul 07, 2026
Meridian Wealth Management, LLC History No change 17,963 2,110 0.07% 0.07% 243 0 0.0% Q2 2026 Aug 05, 2026
Allegheny Financial Group History No change 17,921 2,105 0.22% 0.22% 244 0 0.0% Q2 2026 Jul 22, 2026
Royal Fund Management, LLC History No change 17,884 2,101 0.17% 0.17% 245 0 0.0% Q2 2026 Jul 20, 2026
CIBC Bancorp USA Inc. History No change 17,612 2,069 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 17,556 2,062 0.04% 0.04% 247 0 0.0% Q2 2026 Jul 15, 2026
Rehmann Capital Advisory Group History No change 17,202 2,021 0.09% 0.09% 248 0 0.0% Q2 2026 Aug 20, 2026
Peregrine Asset Advisers, Inc. History No change 16,909 1,986 0.43% 0.43% 249 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 16,895 1,985 0.07% 0.07% 250 0 0.0% Q2 2026 Aug 07, 2026
FULTON BANK, N.A. History No change 16,804 1,974 0.06% 0.06% 251 0 0.0% Q2 2026 Jul 09, 2026
ANDERSON HOAGLAND & CO History No change 16,582 1,948 0.15% 0.15% 252 0 0.0% Q2 2026 Jul 06, 2026
BROWN ADVISORY INC History No change 16,354 1,921 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 16,344 1,920 0.01% 0.01% 254 0 0.0% Q2 2026 Sep 23, 2026
GLENMEDE TRUST CO NA History No change 16,323 1,917 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO History No change 16,518 1,915 0.02% 0.02% 256 0 0.0% Q2 2026 Jul 27, 2026
Novak & Powell Financial Services, Inc. History No change 16,244 1,908 0.9% 0.9% 257 0 0.0% Q2 2026 Aug 11, 2026
Columbia Bank History No change 15,868 1,864 0.42% 0.42% 258 0 0.0% Q2 2026 Jul 24, 2026
GENESIS PRIVATE WEALTH, LLC History No change 15,632 1,836 0.52% 0.52% 259 0 0.0% Q2 2026 Jul 13, 2026
Harvest Investment Services, LLC History No change 15,578 1,830 0.28% 0.28% 260 0 0.0% Q2 2026 Aug 14, 2026
TAGStone Capital, Inc. History No change 15,542 1,826 0.58% 0.58% 261 0 0.0% Q2 2026 Aug 11, 2026
Godfrey Financial Associates, Inc. History No change 15,414 1,811 1.39% 1.39% 262 0 0.0% Q2 2026 Aug 11, 2026
Verdence Capital Advisors LLC History No change 15,274 1,794 0.09% 0.09% 263 0 0.0% Q2 2026 Jul 29, 2026
River Wealth Advisors LLC History No change 15,266 1,793 0.19% 0.19% 264 0 0.0% Q2 2026 Aug 04, 2026
CONGRESS ASSET MANAGEMENT CO History No change 15,059 1,769 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 07, 2026
Finley Financial, LLC History No change 15,037 1,766 0.71% 0.71% 266 0 0.0% Q2 2026 Jul 08, 2026
Stratos Wealth Partners, LTD. History No change 14,968 1,758 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 11, 2026
Atria Investments, Inc History No change 14,882 1,748 0.02% 0.02% 268 0 0.0% Q2 2026 Jul 28, 2026
StoneX Group Inc. History No change 14,849 1,744 0.07% 0.07% 269 0 0.0% Q2 2026 Aug 12, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 14,820 1,741 0.27% 0.27% 270 0 0.0% Q2 2026 Jul 14, 2026
MONECO ADVISORS, LLC History No change 14,624 1,718 0.11% 0.11% 271 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 14,600 1,715 0.0% 0.0% 272 0 0.0% Q2 2026 Sep 02, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 14,519 1,706 0.09% 0.09% 273 0 0.0% Q2 2026 Aug 10, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 14,001 1,645 0.85% 0.85% 274 0 0.0% Q2 2026 Aug 12, 2026
Ellis Investment Partners, LLC History No change 13,949 1,639 0.25% 0.25% 275 0 0.0% Q2 2026 Aug 05, 2026
Dana Investment Advisors, Inc. History No change 13,902 1,633 0.04% 0.04% 276 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 13,900 1,633 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 13,895 1,632 0.02% 0.02% 278 0 0.0% Q2 2026 Aug 12, 2026
YHB Investment Advisors, Inc. History No change 13,822 1,624 0.1% 0.1% 279 0 0.0% Q2 2026 Jul 14, 2026
AFT, FORSYTH & COMPANY, INC. History No change 13,823 1,624 0.78% 0.78% 280 0 0.0% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History No change 13,800 1,621 0.06% 0.06% 281 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 13,667 1,605 0.02% 0.02% 282 0 0.0% Q2 2026 Aug 04, 2026
HAZLETT, BURT & WATSON, INC. History No change 13,631 1,603 0.43% 0.43% 283 0 0.0% Q2 2026 Jul 30, 2026
Pallas Capital Advisors LLC History No change 13,609 1,599 0.05% 0.05% 284 0 0.0% Q2 2026 Aug 07, 2026
Ameritas Investment Partners, Inc. History No change 13,393 1,573 0.04% 0.04% 285 0 0.0% Q2 2026 Aug 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 13,200 1,551 2.11% 2.11% 286 0 0.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History No change 13,179 1,548 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 14, 2026
Fairscale Capital, LLC History No change 13,096 1,538 0.92% 0.92% 288 0 0.0% Q2 2026 Aug 07, 2026
Keystone Financial Group History No change 13,066 1,535 0.09% 0.09% 289 0 0.0% Q2 2026 Jul 29, 2026
PKS Advisory Services, LLC History No change 13,029 1,530 0.24% 0.24% 290 0 0.0% Q2 2026 Aug 04, 2026
FIRST HORIZON CORP History No change 12,964 1,523 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 12,968 1,523 0.03% 0.03% 292 0 0.0% Q2 2026 Jul 21, 2026
Heck Capital Advisors, LLC History No change 12,835 1,508 0.09% 0.09% 293 0 0.0% Q2 2026 Jul 10, 2026
CITY HOLDING CO History No change 12,773 1,500 0.17% 0.17% 294 0 0.0% Q2 2026 Jul 10, 2026
Moors & Cabot, Inc. History No change 12,652 1,486 0.06% 0.06% 295 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 12,588 1,479 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 05, 2026
Kingsview Wealth Management, LLC History No change 12,487 1,467 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 18, 2026
Watchman Group, Inc. History No change 12,426 1,460 0.33% 0.33% 298 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 12,245 1,438 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 29, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 12,198 1,433 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 04, 2026