iSHARES TRUST - IJS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,179,960 | 434,637 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,174,297 | 433,862 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,658,864 | 226,733 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Freedom Investing, LLC | History | No change | 1,906,412 | 225,814 | 17.68% | 17.68% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,524,599 | 208,382 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 1,579,899 | 187,139 | 16.07% | 16.07% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | No change | 946,480 | 129,364 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 871,179 | 119,072 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 756,315 | 103,373 | 1.0% | 1.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 697,547 | 95,340 | 1.02% | 1.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 569,424 | 77,828 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| M&T BANK CORP | History | No change | 544,152 | 74,374 | 0.22% | 0.22% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 533,549 | 72,925 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 476,147 | 65,080 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 465,878 | 63,676 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 420,919 | 57,903 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 414,318 | 57,601 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 402,732 | 55,045 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 391,964 | 53,573 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 377,557 | 51,697 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 366,066 | 50,033 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 347,351 | 47,502 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 339,448 | 46,280 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 336,656 | 46,014 | 0.27% | 0.27% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 342,539 | 40,573 | 0.67% | 0.67% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 288,193 | 39,390 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 286,626 | 39,176 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 273,676 | 37,406 | 13.09% | 13.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAILARD, INC. | History | No change | 265,163 | 36,242 | 0.74% | 0.74% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 257,840 | 35,241 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 246,679 | 33,716 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 246,399 | 33,677 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 246,003 | 31,512 | 2.49% | 2.62% | 33 | -434 | -0.18% | Q3 2026 | Oct 05, 2026 |
| Cerity Partners LLC | History | No change | 226,908 | 31,013 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 222,345 | 30,390 | 0.56% | 0.56% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 203,895 | 27,868 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 196,094 | 26,802 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 194,925 | 26,642 | 0.98% | 0.98% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 194,856 | 26,632 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 188,438 | 25,755 | 0.22% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 182,126 | 24,892 | 0.27% | 0.27% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 175,321 | 23,962 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Probity Advisors, Inc. | History | No change | 169,228 | 23,130 | 3.31% | 3.31% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 165,672 | 22,644 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 159,182 | 21,761 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 150,002 | 20,502 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 146,840 | 20,070 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 140,180 | 19,159 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 139,128 | 19,016 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ellis Investment Partners, LLC | History | No change | 136,152 | 18,609 | 2.82% | 2.82% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 135,715 | 18,549 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 132,411 | 18,098 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 129,156 | 17,653 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Waverly Advisors, LLC | History | No change | 123,583 | 16,891 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisors Network, Inc. | History | No change | 122,972 | 16,807 | 2.06% | 2.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 121,232 | 16,570 | 1.02% | 1.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 119,236 | 16,297 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Architects, LLC | History | No change | 108,795 | 14,870 | 1.17% | 1.17% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | No change | 107,553 | 14,700 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 107,217 | 14,654 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 100,598 | 13,749 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 101,480 | 12,999 | 0.09% | 0.11% | 62 | -1,315 | -1.28% | Q3 2026 | Oct 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 92,156 | 12,595 | 0.76% | 0.76% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TABR Capital Management, LLC | History | No change | 86,085 | 11,766 | 10.03% | 10.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 85,450 | 11,679 | 1.34% | 1.34% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Management Group, Inc. | History | No change | 83,985 | 11,479 | 1.68% | 1.68% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 82,793 | 11,316 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | No change | 82,628 | 11,293 | 2.44% | 2.44% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 81,174 | 11,094 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 78,821 | 10,773 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 79,292 | 10,755 | 0.22% | 0.22% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | No change | 78,669 | 10,752 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 78,070 | 10,670 | 0.2% | 0.2% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evanson Financial, LLC | History | No change | 77,708 | 10,621 | 0.52% | 0.52% | 74 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 76,982 | 10,521 | 1.15% | 1.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 75,901 | 10,374 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 73,343 | 10,024 | 2.73% | 2.73% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 71,809 | 9,815 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 71,803 | 9,814 | 0.49% | 0.49% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 71,773 | 9,810 | 0.99% | 0.99% | 80 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| One Capital Management, LLC | History | No change | 82,509 | 9,773 | 0.27% | 0.27% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 71,269 | 9,741 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 71,221 | 9,734 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Occidental Asset Management, LLC | History | No change | 69,146 | 9,450 | 0.94% | 0.94% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 68,001 | 9,294 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 67,838 | 9,272 | 4.64% | 4.64% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Councilor Wealth, LLC | History | No change | 67,174 | 9,181 | 3.71% | 3.71% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65,337 | 8,930 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 64,417 | 8,804 | 0.65% | 0.65% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 63,600 | 8,692 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Day In July LLC | History | No change | 63,462 | 8,673 | 0.6% | 0.6% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 63,432 | 8,669 | 2.12% | 2.12% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 62,513 | 8,544 | 2.08% | 2.08% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 60,485 | 8,267 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 59,948 | 8,193 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 59,203 | 8,091 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 58,544 | 8,001 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 105,999 | 7,979 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blue Edge Capital, LLC | History | No change | 58,297 | 7,968 | 0.96% | 0.96% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 58,261 | 7,963 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 58,249 | 7,961 | 0.31% | 0.31% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 57,619 | 7,875 | 0.2% | 0.2% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 65,132 | 7,714 | 0.31% | 0.31% | 103 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 58,951 | 7,551 | 1.9% | 1.92% | 104 | +4,723 | 8.71% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 54,900 | 7,503 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 53,695 | 7,339 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 53,291 | 7,283 | 0.52% | 0.52% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 52,809 | 7,217 | 0.6% | 0.6% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | No change | 52,487 | 7,173 | 0.23% | 0.23% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rodgers & Associates, LTD | History | No change | 52,262 | 7,143 | 0.65% | 0.65% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ironwood Financial, llc | History | No change | 52,299 | 7,069 | 1.11% | 1.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | No change | 51,701 | 7,066 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 51,363 | 7,020 | 2.12% | 2.12% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 51,220 | 7,000 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 50,311 | 6,876 | 2.19% | 2.19% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First County Bank /CT/ | History | No change | 50,032 | 6,838 | 3.22% | 3.22% | 116 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| INSPIRE TRUST CO, N.A. | History | No change | 50,000 | 6,834 | 0.94% | 0.94% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 49,534 | 6,770 | 1.93% | 1.93% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 47,705 | 6,520 | 2.1% | 2.1% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 49,646 | 6,359 | 0.09% | 0.09% | 120 | +1,828 | 3.82% | Q3 2026 | Oct 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 47,115 | 6,328 | 0.16% | 0.16% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 46,137 | 6,306 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 45,700 | 6,246 | 0.22% | 0.22% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quent Capital, LLC | History | No change | 45,554 | 6,226 | 0.38% | 0.38% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 45,505 | 6,219 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 45,489 | 6,217 | 0.18% | 0.18% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 47,748 | 6,116 | 0.41% | 0.56% | 127 | -16,078 | -25.19% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | No change | 44,666 | 6,105 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 43,706 | 5,973 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 43,426 | 5,935 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 43,034 | 5,881 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 42,706 | 5,837 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lutz Financial Services LLC | History | No change | 42,637 | 5,827 | 0.35% | 0.35% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eley Financial Management, Inc | History | No change | 42,127 | 5,757 | 1.86% | 1.86% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 41,242 | 5,636 | 0.35% | 0.35% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 40,794 | 5,568 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 40,638 | 5,554 | 3.93% | 3.93% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURNS J W & CO INC/NY | History | No change | 40,438 | 5,527 | 0.58% | 0.58% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 39,626 | 5,408 | 0.45% | 0.45% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salus Financial Advisors, LLC | History | No change | 39,535 | 5,403 | 2.66% | 2.66% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 39,152 | 5,351 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clayton Financial Group LLC | History | No change | 39,132 | 5,348 | 2.96% | 2.96% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 41,438 | 5,308 | 0.5% | 0.53% | 143 | -178 | -0.43% | Q3 2026 | Oct 08, 2026 |
| DT Investment Partners, LLC | History | No change | 38,530 | 5,266 | 0.39% | 0.39% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 37,867 | 5,176 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 37,421 | 5,114 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 37,398 | 5,111 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| First Citizens Financial Corp | History | Reduced | 39,701 | 5,085 | 2.14% | 2.28% | 148 | -199 | -0.5% | Q3 2026 | Oct 02, 2026 |
| BKM Wealth Management, LLC | History | No change | 37,020 | 5,059 | 1.79% | 1.79% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ethos Financial Group, LLC | History | No change | 36,819 | 5,032 | 0.34% | 0.34% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 35,797 | 4,892 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stokes Family Office, LLC | History | No change | 35,625 | 4,869 | 0.57% | 0.57% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 35,584 | 4,863 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 35,485 | 4,850 | 1.38% | 1.38% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LTG Capital LLC | History | No change | 34,903 | 4,770 | 3.19% | 3.19% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 34,529 | 4,719 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 34,469 | 4,711 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 34,320 | 4,690 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GREENLEAF TRUST | History | No change | 33,970 | 4,643 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Liberty Capital Management, Inc. | History | No change | 33,073 | 4,520 | 0.78% | 0.78% | 160 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 33,055 | 4,517 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Access Investment Management LLC | History | No change | 32,764 | 4,478 | 1.15% | 1.15% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 32,319 | 4,417 | 0.15% | 0.15% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 32,204 | 4,401 | 0.09% | 0.09% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COURIER CAPITAL LLC | History | No change | 32,082 | 4,384 | 0.22% | 0.22% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cambridge Financial Group, LLC | History | No change | 31,516 | 4,307 | 1.36% | 1.36% | 166 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Texas Yale Capital Corp. | History | No change | 30,964 | 4,232 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 30,506 | 4,169 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 29,847 | 4,079 | 0.46% | 0.46% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oxler Private Wealth LLC | History | No change | 29,757 | 4,067 | 1.16% | 1.16% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Transcendent Capital Group LLC | History | No change | 29,751 | 4,066 | 1.58% | 1.58% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| InvesTrust | History | No change | 29,311 | 4,006 | 1.54% | 1.54% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Broadview Financial Management, LLC | History | No change | 29,219 | 3,993 | 2.44% | 2.44% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 28,685 | 3,920 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evensky & Katz LLC | History | No change | 28,481 | 3,893 | 0.2% | 0.2% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 28,472 | 3,891 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Causey Wealth LLC | History | No change | 28,136 | 3,845 | 1.5% | 1.5% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 27,741 | 3,791 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifeSteps Financial, Inc. | History | No change | 27,480 | 3,755 | 1.75% | 1.75% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| M1 Capital Management LLC | History | No change | 27,354 | 3,738 | 1.38% | 1.38% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apella Capital, LLC | History | Added to | 28,839 | 3,720 | 0.05% | 0.04% | 181 | +8,680 | 43.06% | Q3 2026 | Oct 08, 2026 |
| Neumann Capital Management, LLC | History | No change | 26,880 | 3,673 | 2.43% | 2.43% | 182 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 26,798 | 3,662 | 0.19% | 0.19% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 26,706 | 3,650 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 26,589 | 3,634 | 0.33% | 0.33% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 26,434 | 3,613 | 0.15% | 0.15% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tortoise Investment Management, LLC | History | No change | 26,352 | 3,601 | 0.27% | 0.27% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baring Financial LLC | History | Added to | 27,993 | 3,585 | 1.92% | 2.08% | 188 | +395 | 1.43% | Q3 2026 | Oct 07, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 26,155 | 3,574 | 0.65% | 0.65% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 25,611 | 3,500 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 25,396 | 3,471 | 1.26% | 1.26% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 25,341 | 3,463 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 25,341 | 3,463 | 0.99% | 0.99% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ramiah Investment Group | History | No change | 25,120 | 3,433 | 2.62% | 2.62% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Abacus Planning Group, Inc. | History | No change | 24,975 | 3,413 | 0.42% | 0.42% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Columbia Bank | History | No change | 24,581 | 3,359 | 0.75% | 0.75% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ballentine Partners, LLC | History | No change | 24,498 | 3,348 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial Consulting LLC | History | No change | 23,869 | 3,262 | 2.21% | 2.21% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MSH Capital Advisors LLC | History | No change | 23,835 | 3,257 | 0.57% | 0.57% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 23,620 | 3,228 | 0.54% | 0.54% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| One Wealth Advisors, LLC | History | No change | 23,603 | 3,226 | 0.36% | 0.36% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 23,595 | 3,225 | 0.33% | 0.33% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WESBANCO BANK INC | History | No change | 23,173 | 3,167 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Midwest Trust Co | History | No change | 23,014 | 3,145 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Astra Wealth Partners LLC | History | No change | 22,634 | 3,093 | 1.64% | 1.64% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 24,090 | 3,085 | 0.09% | 0.09% | 206 | -682 | -2.75% | Q3 2026 | Oct 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 22,554 | 3,082 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,146 | 3,026 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 22,136 | 3,025 | 0.75% | 0.75% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triangle Securities Wealth Management | History | No change | 21,623 | 2,955 | 0.59% | 0.59% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NWAM LLC | History | No change | 21,244 | 2,903 | 0.15% | 0.15% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 20,914 | 2,858 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 20,865 | 2,851 | 0.22% | 0.22% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 20,000 | 2,733 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Seasons Wealth, LLC | History | No change | 19,949 | 2,726 | 0.25% | 0.25% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 19,928 | 2,723 | 0.14% | 0.14% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Squared Financial LLC | History | No change | 19,852 | 2,713 | 1.77% | 1.77% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 19,576 | 2,675 | 0.26% | 0.26% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 19,556 | 2,672 | 1.33% | 1.33% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 19,464 | 2,660 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 19,389 | 2,650 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AtlasMark Financial, Inc | History | No change | 19,360 | 2,646 | 1.3% | 1.3% | 222 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 19,317 | 2,640 | 0.17% | 0.17% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LMG Wealth Partners, LLC | History | No change | 19,234 | 2,628 | 0.42% | 0.42% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 19,222 | 2,627 | 0.82% | 0.82% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mainsail Financial Group, LLC | History | No change | 18,808 | 2,570 | 0.87% | 0.87% | 226 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 18,778 | 2,566 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sequent Asset Management, LLC | History | No change | 18,402 | 2,515 | 1.06% | 1.06% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 18,133 | 2,478 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,091 | 2,472 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 17,987 | 2,458 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 17,975 | 2,456 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Taylor Financial Group, Inc. | History | No change | 17,817 | 2,435 | 1.34% | 1.34% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 17,672 | 2,415 | 0.26% | 0.26% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hurley Capital, LLC | History | No change | 17,397 | 2,377 | 1.23% | 1.23% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 17,164 | 2,345 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST MERCHANTS CORP | History | No change | 17,086 | 2,335 | 0.08% | 0.08% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 16,968 | 2,319 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 16,889 | 2,308 | 1.09% | 1.09% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,740 | 2,287 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 16,700 | 2,282 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 16,474 | 2,251 | 0.61% | 0.61% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PKS Advisory Services, LLC | History | No change | 16,230 | 2,218 | 0.35% | 0.35% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequent Planning LLC | History | No change | 16,217 | 2,216 | 0.47% | 0.47% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpine Bank Wealth Management | History | No change | 16,183 | 2,211 | 0.28% | 0.28% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prostatis Group LLC | History | No change | 15,862 | 2,168 | 0.5% | 0.5% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY HOLDING CO | History | No change | 15,395 | 2,104 | 0.24% | 0.24% | 247 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Soltis Investment Advisors LLC | History | No change | 14,459 | 1,976 | 0.11% | 0.11% | 248 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AGF MANAGEMENT LTD | History | No change | 14,400 | 1,968 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,156 | 1,935 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 14,174 | 1,932 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 14,028 | 1,917 | 0.25% | 0.25% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 13,969 | 1,909 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 13,942 | 1,905 | 0.23% | 0.23% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lee, Kelleher & Klein Wealth Management | History | Added to | 14,743 | 1,888 | 0.97% | 1.02% | 255 | +409 | 2.85% | Q3 2026 | Oct 08, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 13,758 | 1,880 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 13,731 | 1,876 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 13,705 | 1,873 | 0.24% | 0.24% | 258 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 13,424 | 1,838 | 0.59% | 0.59% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 13,441 | 1,837 | 0.34% | 0.34% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 13,361 | 1,826 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 13,316 | 1,820 | 0.28% | 0.28% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| King Wealth Management Group | History | No change | 13,254 | 1,812 | 0.2% | 0.2% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 13,183 | 1,801 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,051 | 1,783 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 12,765 | 1,744 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 12,429 | 1,698 | 0.22% | 0.22% | 267 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 12,396 | 1,694 | 1.31% | 1.31% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 13,186 | 1,689 | 0.04% | 0.05% | 269 | +42 | 0.32% | Q3 2026 | Oct 07, 2026 |
| American Investment Services, Inc. | History | No change | 12,345 | 1,687 | 0.36% | 0.36% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 12,326 | 1,655 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intergy Private Wealth, LLC | History | No change | 12,111 | 1,655 | 0.38% | 0.38% | 272 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 12,087 | 1,652 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 11,880 | 1,623 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 11,870 | 1,622 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,859 | 1,620 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 11,754 | 1,606 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 11,717 | 1,599 | 0.42% | 0.42% | 278 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Operose Advisors LLC | History | No change | 11,660 | 1,593 | 0.31% | 0.31% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,414 | 1,560 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 12,174 | 1,559 | 0.44% | 0.5% | 281 | +49 | 0.4% | Q3 2026 | Oct 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,405 | 1,558 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Collaborative Capital Advisors LLC | History | No change | 11,349 | 1,551 | 0.98% | 0.98% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 11,309 | 1,545 | 0.24% | 0.24% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lansing Street Advisors | History | No change | 11,233 | 1,535 | 0.33% | 0.33% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MCF Advisors LLC | History | No change | 10,944 | 1,495 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 10,908 | 1,490 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,562 | 1,443 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Group | History | No change | 10,377 | 1,418 | 0.08% | 0.08% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,320 | 1,410 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 10,251 | 1,401 | 0.15% | 0.15% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 10,146 | 1,386 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Independent Family Office, LLC | History | No change | 10,080 | 1,377 | 0.55% | 0.55% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 10,045 | 1,372 | 0.26% | 0.26% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Versant Capital Management, Inc | History | No change | 10,686 | 1,368 | 0.12% | 0.13% | 295 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CITIGROUP INC | History | No change | 9,937 | 1,358 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,845 | 1,345 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 9,798 | 1,339 | 0.72% | 0.72% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Squire Investment Management Company, LLC | History | No change | 9,761 | 1,334 | 0.32% | 0.32% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 9,752 | 1,332 | 0.64% | 0.64% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |