iSHARES TRUST - IJR
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 | 44,570,998 | 6,610,324 | 3.53% | 3.53% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 33,264,973 | 4,933,528 | 0.32% | 0.32% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 24,758,624 | 3,671,951 | 0.16% | 0.16% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 22,721,296 | 3,349,964 | 1.34% | 1.34% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 19,117,415 | 2,835,304 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 16,331,080 | 2,422,062 | 0.54% | 0.54% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,219,396 | 2,405,487 | 0.57% | 0.57% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,487,402 | 2,148,626 | 0.35% | 0.35% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 14,111,531 | 2,092,881 | 0.57% | 0.57% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 11,648,436 | 1,727,579 | 0.28% | 0.28% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 10,230,929 | 1,517,349 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 9,576,682 | 1,420,317 | 0.17% | 0.17% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 8,496,986 | 1,260,188 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,491,671 | 1,111,089 | 0.55% | 0.55% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,471,547 | 1,108,106 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,373,661 | 1,093,587 | 1.94% | 1.94% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 6,608,310 | 980,078 | 5.83% | 5.83% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,603,976 | 979,435 | 1.35% | 1.35% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,520,699 | 967,084 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,463,960 | 810,359 | 0.97% | 0.97% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,328,597 | 785,222 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 5,014,613 | 743,717 | 8.72% | 8.72% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,979,028 | 738,439 | 3.26% | 3.26% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 4,737,329 | 702,593 | 0.77% | 0.77% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 4,081,060 | 605,262 | 3.61% | 3.61% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,996,639 | 592,741 | 0.2% | 0.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,992,771 | 592,432 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,992,726 | 592,161 | 1.95% | 1.95% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 3,957,643 | 586,958 | 0.66% | 0.66% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acorns Advisers, LLC | History | No change | 3,675,530 | 545,118 | 3.55% | 3.55% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 3,587,574 | 532,072 | 0.64% | 0.64% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,381,139 | 501,456 | 0.81% | 0.81% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,354,075 | 497,442 | 1.8% | 1.8% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 3,320,768 | 492,503 | 0.48% | 0.48% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 2,812,020 | 417,006 | 0.38% | 0.38% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creekmur Asset Management LLC | History | No change | 2,519 | 373,643 | 18.08% | 18.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,474,395 | 366,977 | 0.46% | 0.46% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nationwide Fund Advisors | History | No change | 2,444,492 | 362,542 | 14.98% | 14.98% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 2,433,988 | 360,984 | 6.83% | 6.83% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 2,433,988 | 360,984 | 5.99% | 5.99% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Corient Private Wealth LP | History | No change | 2,300,207 | 341,143 | 0.47% | 0.47% | 41 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Circle Wealth Management, LLC | History | No change | 2,289,109 | 339,497 | 4.27% | 4.27% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,241,453 | 332,430 | 0.97% | 0.97% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 2,208,976 | 327,613 | 7.51% | 7.51% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,196,155 | 325,711 | 1.58% | 1.58% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 2,048,983 | 303,884 | 1.14% | 1.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,025,543 | 300,408 | 1.65% | 1.65% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 2,136,481 | 281,495 | 5.94% | 5.94% | 48 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,893,254 | 280,788 | 0.43% | 0.43% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 1,778,922 | 263,831 | 0.41% | 0.41% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,733,730 | 257,129 | 0.26% | 0.26% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,701,962 | 252,532 | 0.3% | 0.3% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 1,645,376 | 243,952 | 0.26% | 0.26% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,618,153 | 239,991 | 3.77% | 3.77% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Haverford Trust Co | History | No change | 1,599,222 | 237,180 | 2.05% | 2.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,631,441 | 236,803 | 0.4% | 0.4% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,497,464 | 222,089 | 0.43% | 0.43% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,482,004 | 219,796 | 1.63% | 1.63% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,421,648 | 210,844 | 2.25% | 2.25% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 1,385,455 | 205,478 | 0.28% | 0.28% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,371,731 | 203,441 | 0.25% | 0.25% | 61 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,366,095 | 202,605 | 0.41% | 0.41% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 1,333,633 | 197,791 | 2.41% | 2.41% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,323,251 | 196,251 | 2.5% | 2.5% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 1,251,825 | 185,658 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 1,244,550 | 184,579 | 1.01% | 1.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Missouri Education Pension Trust | History | No change | 1,216,674 | 180,444 | 66.0% | 66.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,196,673 | 177,478 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,185,799 | 175,865 | 0.47% | 0.47% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,167,827 | 173,200 | 0.74% | 0.74% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,158,855 | 171,869 | 6.38% | 6.38% | 71 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,154,656 | 171,247 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,119,614 | 165,999 | 0.91% | 0.91% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,116,608 | 165,604 | 4.01% | 4.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,096,172 | 162,580 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 1,093,798 | 162,221 | 0.28% | 0.28% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Acropolis Investment Management, LLC | History | No change | 984,802 | 146,055 | 5.76% | 5.76% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Destination Wealth Management | History | No change | 920,516 | 136,521 | 3.19% | 3.19% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 909,263 | 134,852 | 0.69% | 0.69% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 901,357 | 133,680 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 870,029 | 129,034 | 0.38% | 0.38% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 867,164 | 128,609 | 0.41% | 0.41% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 862,695 | 127,946 | 0.3% | 0.3% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Members Trust Co | History | No change | 860,578 | 127,632 | 3.97% | 3.97% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 854,086 | 126,856 | 0.52% | 0.52% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 854,136 | 126,676 | 0.59% | 0.59% | 86 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WestEnd Advisors, LLC | History | No change | 847,232 | 125,657 | 2.8% | 2.8% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STATE STREET CORP | History | No change | 797,424 | 118,265 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 792,656 | 117,549 | 0.92% | 0.92% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | No change | 788,478 | 116,939 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 733,683 | 108,812 | 0.54% | 0.54% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 714,004 | 105,893 | 1.77% | 1.77% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO | History | No change | 719,520 | 105,632 | 1.04% | 1.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 705,960 | 104,700 | 1.28% | 1.28% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steele Capital Management, Inc. | History | No change | 704,827 | 104,532 | 3.85% | 3.85% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glenview Trust Co | History | No change | 700,640 | 103,911 | 1.44% | 1.44% | 96 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Accredited Investors Inc. | History | No change | 674,815 | 100,081 | 4.32% | 4.32% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST INTERSTATE BANK | History | No change | 657,052 | 97,447 | 5.08% | 5.08% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IEQ CAPITAL, LLC | History | No change | 649,005 | 96,253 | 0.44% | 0.44% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 643,757 | 95,475 | 0.7% | 0.7% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SWF LLC | History | No change | 630,311 | 93,481 | 6.25% | 6.25% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 622,538 | 92,328 | 5.11% | 5.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 620,196 | 91,981 | 1.15% | 1.15% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 603,283 | 89,472 | 0.27% | 0.27% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Klingman & Associates, LLC | History | No change | 596,811 | 88,513 | 3.77% | 3.77% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 592,268 | 87,839 | 0.52% | 0.52% | 106 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 581,190 | 86,169 | 5.63% | 5.63% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 555,266 | 82,352 | 0.95% | 0.95% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 542,141 | 80,404 | 0.68% | 0.68% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 538,823 | 79,912 | 3.89% | 3.89% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | No change | 537,556 | 79,724 | 1.1% | 1.1% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 522,678 | 77,518 | 0.98% | 0.98% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venturi Wealth Management, LLC | History | No change | 510,727 | 75,745 | 2.93% | 2.93% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Architects, LLC | History | No change | 505,346 | 74,947 | 5.92% | 5.92% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 502,002 | 74,451 | 5.77% | 5.77% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 496,435 | 73,626 | 0.69% | 0.69% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 492,883 | 73,099 | 11.59% | 11.59% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | No change | 491,167 | 72,844 | 0.7% | 0.7% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Abound Wealth Management | History | No change | 490,860 | 72,799 | 14.45% | 14.45% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 489,674 | 72,623 | 0.51% | 0.51% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 485,112 | 71,946 | 4.34% | 4.34% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 478,686 | 70,993 | 2.63% | 2.63% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 475,919 | 70,583 | 4.16% | 4.16% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 471,147 | 69,875 | 0.27% | 0.27% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 471,009 | 69,855 | 0.31% | 0.31% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 468,586 | 69,496 | 0.32% | 0.32% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 467,638 | 69,355 | 0.7% | 0.7% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLB&B Advisors, LLC | History | No change | 464,931 | 68,953 | 2.52% | 2.52% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 550,382 | 68,417 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 462,139 | 68,394 | 3.25% | 3.25% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 451,113 | 66,904 | 1.06% | 1.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 440,895 | 65,389 | 1.0% | 1.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 440,419 | 65,318 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 426,566 | 63,264 | 5.83% | 5.83% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 424,298 | 62,927 | 0.16% | 0.16% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 423,945 | 62,875 | 0.68% | 0.68% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SilverOak Wealth Management LLC | History | No change | 416,780 | 61,812 | 7.96% | 7.96% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ally Invest Advisors Inc. | History | No change | 410,725 | 60,914 | 3.68% | 3.68% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 409,590 | 60,746 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Management, LLC | History | No change | 409,323 | 60,706 | 3.18% | 3.18% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| REBALANCE, LLC | History | No change | 409,017 | 60,661 | 3.18% | 3.18% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 406,907 | 60,348 | 0.41% | 0.41% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berman McAleer LLC | History | No change | 401,722 | 59,579 | 6.9% | 6.9% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SigFig Wealth Management, LLC | History | No change | 403,881 | 59,515 | 1.58% | 1.58% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arcataur Capital Management LLC | History | No change | 399,534 | 59,254 | 14.69% | 14.69% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | No change | 399,241 | 59,211 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 394,268 | 58,473 | 2.12% | 2.12% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maple Capital Management, Inc. | History | No change | 392,798 | 58,255 | 3.46% | 3.46% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bangor Savings Bank | History | Reduced | 427,451 | 58,150 | 4.43% | 4.89% | 149 | -21,249 | -4.74% | Q3 2026 | Oct 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 385,783 | 57,215 | 0.15% | 0.15% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RKL Wealth Management LLC | History | No change | 380,816 | 56,478 | 4.5% | 4.5% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CONNING INC. | History | No change | 378,644 | 56,156 | 1.68% | 1.68% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisors, LLC | History | No change | 376,578 | 55,850 | 7.7% | 7.7% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chesley Taft & Associates LLC | History | No change | 371,712 | 55,128 | 2.15% | 2.15% | 154 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 366,639 | 54,376 | 5.62% | 5.62% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 366,070 | 54,291 | 1.0% | 1.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 361,883 | 53,670 | 0.18% | 0.18% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frontier Asset Management, LLC | History | No change | 361,610 | 53,630 | 9.61% | 9.61% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARROW FINANCIAL CORP | History | No change | 361,187 | 53,567 | 4.8% | 4.8% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UNITED BANK | History | No change | 360,103 | 53,406 | 6.26% | 6.26% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Financial Bank - Trust Division | History | Added to | 391,644 | 53,279 | 3.84% | 3.87% | 161 | +25,469 | 6.96% | Q3 2026 | Oct 01, 2026 |
| Opus Capital Group, LLC | History | No change | 358,032 | 53,100 | 5.14% | 5.14% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WIT, LLC | History | No change | 357,908 | 53,081 | 0.85% | 0.85% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 356,480 | 52,869 | 1.89% | 1.89% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 354,167 | 52,526 | 5.63% | 5.63% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Advisors, LLC | History | No change | 351,532 | 52,135 | 4.87% | 4.87% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 350,599 | 51,997 | 0.97% | 0.97% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 342,349 | 50,773 | 3.72% | 3.72% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pine Ridge Advisers LLC | History | No change | 341,881 | 50,704 | 3.06% | 3.06% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 341,428 | 50,637 | 0.62% | 0.62% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 340,374 | 50,480 | 3.54% | 3.54% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 339,968 | 50,420 | 0.23% | 0.23% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Capital Management, Inc. | History | No change | 339,793 | 50,394 | 5.75% | 5.75% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trilogy Capital Inc. | History | No change | 335,502 | 49,758 | 1.93% | 1.93% | 174 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 335,169 | 49,708 | 1.34% | 1.34% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 334,359 | 49,532 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 334,571 | 48,643 | 0.91% | 0.91% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Magnus Financial Group LLC | History | No change | 327,498 | 48,571 | 3.44% | 3.44% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Urban Financial Advisory Corp | History | No change | 323,428 | 47,967 | 13.22% | 13.22% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Starr Indemnity & Liability Co | History | No change | 320,950 | 47,600 | 12.62% | 12.62% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shoker Investment Counsel, Inc. | History | No change | 320,095 | 47,473 | 11.92% | 11.92% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 318,804 | 47,281 | 0.54% | 0.54% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 318,030 | 47,167 | 1.6% | 1.6% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Range Advisory, LLC | History | No change | 317,779 | 47,129 | 5.61% | 5.61% | 184 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 316,076 | 46,877 | 0.9% | 0.9% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 315,972 | 46,861 | 2.34% | 2.34% | 186 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Painted Porch Advisors LLC | History | No change | 313,279 | 46,462 | 20.3% | 20.3% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 310,610 | 46,066 | 4.3% | 4.3% | 188 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 308,237 | 45,714 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 305,374 | 45,289 | 0.3% | 0.3% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Calamos Wealth Management LLC | History | No change | 304,095 | 45,100 | 1.36% | 1.36% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 300,394 | 44,551 | 2.28% | 2.28% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 297,951 | 44,189 | 1.24% | 1.24% | 193 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Colony Family Offices, LLC | History | No change | 296,366 | 43,954 | 9.66% | 9.66% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HB Wealth Management, LLC | History | No change | 296,271 | 43,940 | 0.25% | 0.25% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horizon Investments, LLC | History | No change | 296,071 | 43,910 | 0.48% | 0.48% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Day In July LLC | History | No change | 295,782 | 43,867 | 3.05% | 3.05% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 292,781 | 43,422 | 0.21% | 0.21% | 198 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Elk River Wealth Management LLC | History | No change | 292,377 | 43,362 | 6.91% | 6.91% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 289,632 | 42,955 | 0.46% | 0.46% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Grove Bank & Trust | History | No change | 282,798 | 41,941 | 4.16% | 4.16% | 201 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 282,414 | 41,884 | 6.0% | 6.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINTRA WEALTH, LLC | History | No change | 278,262 | 41,661 | 2.18% | 2.18% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 279,009 | 41,379 | 2.4% | 2.4% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisors, LLC | History | No change | 277,795 | 41,199 | 0.54% | 0.54% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 274,320 | 40,684 | 4.41% | 4.41% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 271,427 | 40,255 | 4.39% | 4.39% | 207 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 270,876 | 40,172 | 1.79% | 1.79% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MBL Wealth, LLC | History | No change | 269,424 | 39,958 | 2.73% | 2.73% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hudock, Inc. | History | No change | 268,825 | 39,869 | 5.1% | 5.1% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 267,227 | 39,632 | 2.13% | 2.13% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 265,976 | 39,446 | 0.37% | 0.37% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 264,731 | 39,262 | 0.06% | 0.06% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 264,077 | 39,165 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NorthRock Partners, LLC | History | No change | 262,654 | 38,954 | 0.57% | 0.57% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valmark Advisers, Inc. | History | No change | 259,402 | 38,471 | 0.41% | 0.41% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 256,339 | 38,017 | 0.7% | 0.7% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 258,295 | 38,010 | 8.13% | 8.13% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 249,788 | 37,046 | 0.23% | 0.23% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 249,116 | 36,946 | 0.31% | 0.31% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 270,221 | 36,760 | 0.44% | 0.48% | 221 | +6,319 | 2.39% | Q3 2026 | Oct 05, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 248,639 | 36,639 | 3.23% | 3.23% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Asset Management, LLC | History | No change | 246,133 | 36,503 | 0.44% | 0.44% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 245,713 | 36,441 | 0.61% | 0.61% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 245,460 | 36,404 | 9.12% | 9.12% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Round Rock Advisors LLC | History | No change | 244,807 | 36,307 | 4.68% | 4.68% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Single Point Partners, LLC | History | No change | 244,736 | 36,296 | 6.39% | 6.39% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Enhancement Group LLC | History | No change | 240,361 | 35,647 | 4.25% | 4.25% | 228 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 240,301 | 35,639 | 0.74% | 0.74% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 239,545 | 35,526 | 0.37% | 0.37% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | No change | 238,972 | 35,463 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | No change | 238,871 | 35,426 | 0.16% | 0.16% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 236,149 | 35,023 | 0.52% | 0.52% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 256,815 | 34,937 | 0.92% | 1.01% | 234 | -6,094 | -2.32% | Q3 2026 | Oct 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 234,697 | 34,884 | 3.36% | 3.36% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 231,188 | 34,288 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 229,782 | 34,078 | 3.99% | 3.99% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 229,466 | 34,032 | 0.37% | 0.37% | 238 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 228,635 | 33,909 | 8.39% | 8.39% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HEADINVEST, LLC | History | No change | 227,212 | 33,697 | 6.28% | 6.28% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 226,102 | 33,533 | 1.6% | 1.6% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COURIER CAPITAL LLC | History | No change | 224,209 | 33,252 | 1.66% | 1.66% | 242 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rehmann Capital Advisory Group | History | No change | 223,806 | 33,199 | 1.52% | 1.52% | 243 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 223,326 | 33,121 | 5.7% | 5.7% | 244 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 223,030 | 33,077 | 5.48% | 5.48% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1ST SOURCE BANK | History | No change | 221,846 | 32,901 | 1.49% | 1.49% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 221,696 | 32,879 | 1.13% | 1.13% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LTG Capital LLC | History | No change | 221,544 | 32,856 | 21.97% | 21.97% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 220,151 | 32,650 | 1.03% | 1.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 218,871 | 32,460 | 0.39% | 0.39% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 218,839 | 32,456 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liquid Strategies, LLC | History | No change | 218,767 | 32,445 | 4.43% | 4.43% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUEFG, LLC | History | No change | 217,789 | 32,300 | 7.54% | 7.54% | 253 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SMITH, MOORE & CO. | History | No change | 215,831 | 32,009 | 2.08% | 2.08% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 213,825 | 31,712 | 1.28% | 1.28% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 213,186 | 31,617 | 1.13% | 1.13% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 211,934 | 31,431 | 2.5% | 2.5% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 210,298 | 31,189 | 4.09% | 4.09% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 209,352 | 31,048 | 2.59% | 2.59% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| King Wealth Management Group | History | No change | 208,614 | 30,940 | 3.38% | 3.38% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 208,485 | 30,920 | 4.84% | 4.84% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 208,300 | 30,892 | 2.91% | 2.91% | 262 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pathway Financial Advisors LLC | History | No change | 210,271 | 30,800 | 3.59% | 3.59% | 263 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 206,827 | 30,674 | 3.04% | 3.04% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST MERCHANTS CORP | History | No change | 205,687 | 30,505 | 1.07% | 1.07% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | No change | 205,429 | 30,467 | 5.64% | 5.64% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 204,841 | 30,379 | 3.91% | 3.91% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Factor Wealth Management LTD | History | No change | 204,066 | 30,264 | 4.58% | 4.58% | 268 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 202,481 | 30,029 | 3.3% | 3.3% | 269 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| World Investment Advisors | History | No change | 237,856 | 29,794 | 0.49% | 0.49% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 200,648 | 29,758 | 0.46% | 0.46% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C V STARR & CO INC | History | No change | 200,458 | 29,729 | 15.87% | 15.87% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 199,636 | 29,608 | 0.36% | 0.36% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 198,503 | 29,439 | 2.39% | 2.39% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 196,095 | 29,082 | 1.88% | 1.88% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 195,906 | 29,054 | 2.8% | 2.8% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 195,685 | 29,022 | 3.35% | 3.35% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lutz Financial Services LLC | History | No change | 194,808 | 28,892 | 1.76% | 1.76% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Trust Co | History | No change | 194,652 | 28,868 | 0.33% | 0.33% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 193,257 | 28,661 | 0.45% | 0.45% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Planning Project LLC | History | No change | 197,821 | 28,571 | 5.7% | 5.7% | 281 | 0 | 0.0% | Q2 2026 | Sep 01, 2026 |
| Verum Partners LLC | History | No change | 192,172 | 28,501 | 4.26% | 4.26% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fiduciary Alliance LLC | History | No change | 192,108 | 28,491 | 1.93% | 1.93% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 191,033 | 28,332 | 0.43% | 0.43% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 189,650 | 28,126 | 1.52% | 1.52% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 189,495 | 28,104 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inlight Wealth Management, LLC | History | No change | 215,175 | 28,033 | 8.91% | 8.91% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New Harbor Financial Group, LLC | History | No change | 188,643 | 27,977 | 4.42% | 4.42% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 188,377 | 27,938 | 0.18% | 0.18% | 289 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cornerstone Advisory, LLC | History | No change | 187,775 | 27,848 | 2.31% | 2.31% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Evergreen Advisors, LLC | History | No change | 185,830 | 27,560 | 5.88% | 5.88% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Callan Family Office, LLC | History | No change | 184,857 | 27,416 | 0.54% | 0.54% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 184,651 | 27,385 | 4.59% | 4.59% | 293 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 183,817 | 27,262 | 0.15% | 0.15% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 184,764 | 26,979 | 3.87% | 3.87% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simmons Bank | History | No change | 181,078 | 26,855 | 1.53% | 1.53% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smithfield Trust Co | History | No change | 180,676 | 26,796 | 1.07% | 1.07% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 180,397 | 26,754 | 1.94% | 1.94% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | No change | 179,908 | 26,682 | 10.14% | 10.14% | 299 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 179,090 | 26,560 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |