iSHARES TRUST - ILCB
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 639,665 | 66,301 | 0.3% | 0.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 505,474 | 52,392 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 489,774 | 50,765 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 253,615 | 26,287 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 212,389 | 22,014 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 172,960 | 17,781 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 164,364 | 17,204 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 158,577 | 16,437 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 116,110 | 12,034 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 112,434 | 11,653 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 102,560 | 10,631 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Forward, LLC | History | No change | 100,803 | 10,448 | 5.2% | 5.2% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 97,681 | 10,124 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 96,203 | 9,971 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Center for Wealth Management Advisory | History | No change | 93,790 | 9,721 | 6.1% | 6.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 79,144 | 8,203 | 0.26% | 0.26% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 77,566 | 8,039 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 75,485 | 7,823 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 63,048 | 6,534 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 46,297 | 4,798 | 0.64% | 0.64% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 41,992 | 4,352 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 41,277 | 4,278 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 39,027 | 4,045 | 0.89% | 0.89% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 38,757 | 4,017 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WIN ADVISORS, INC | History | No change | 38,468 | 3,987 | 1.42% | 1.42% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 37,752 | 3,912 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 34,961 | 3,623 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,892 | 3,512 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 32,548 | 3,373 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 30,610 | 3,172 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 29,839 | 3,092 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 29,519 | 3,059 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 28,746 | 2,979 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 28,072 | 2,909 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | No change | 26,085 | 2,703 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 25,628 | 2,656 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 25,314 | 2,623 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,139 | 2,398 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Trust | History | No change | 19,065 | 1,976 | 0.15% | 0.15% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,648 | 1,725 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 16,217 | 1,680 | 0.68% | 0.68% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Councilor Wealth, LLC | History | No change | 15,465 | 1,603 | 0.65% | 0.65% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 15,221 | 1,577 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 14,395 | 1,520 | 0.91% | 0.98% | 44 | -1,400 | -8.86% | Q3 2026 | Oct 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,120 | 1,359 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 12,974 | 1,344 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 12,699 | 1,316 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bawa N Mallick Trust | History | No change | 12,400 | 1,285 | 0.42% | 0.42% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liberty Capital Management, Inc. | History | No change | 12,260 | 1,270 | 0.22% | 0.22% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealth Management Associates, Inc. | History | No change | 12,213 | 1,265 | 0.35% | 0.35% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | No change | 11,877 | 1,231 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 11,448 | 1,186 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 11,008 | 1,140 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,806 | 1,120 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Services, LLC | History | No change | 10,772 | 1,116 | 0.67% | 0.67% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 10,731 | 1,112 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 10,446 | 1,082 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 10,374 | 1,075 | 0.39% | 0.39% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,220 | 1,059 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rothschild Wealth LLC | History | No change | 9,844 | 1,020 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 9,080 | 959 | 0.04% | 0.04% | 61 | -305 | -3.25% | Q3 2026 | Oct 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,865 | 918 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Management Associates, Inc | History | No change | 8,387 | 869 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 7,820 | 810 | 0.33% | 0.33% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 7,660 | 793 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,585 | 786 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,511 | 778 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | No change | 7,492 | 776 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,215 | 747 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,919 | 717 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,723 | 687 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,568 | 680 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,200 | 642 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 6,191 | 641 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,153 | 637 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,040 | 626 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 5,948 | 616 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,825 | 603 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 5,792 | 600 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Choate Investment Advisors | History | No change | 5,739 | 594 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,739 | 594 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,713 | 592 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5,155 | 534 | 0.14% | 0.14% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 5,148 | 533 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Wealth Management LLC | History | No change | 4,963 | 514 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 4,700 | 487 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,674 | 484 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 4,650 | 481 | 0.09% | 0.09% | 88 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Asset Management Group, Inc. | History | No change | 4,633 | 480 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 4,550 | 471 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brightwater Advisory LLC | History | No change | 4,502 | 466 | 0.29% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 4,405 | 456 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,336 | 439 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 4,227 | 438 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 4,196 | 434 | 0.27% | 0.27% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,142 | 429 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,128 | 427 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 4,120 | 427 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 4,109 | 425 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 4,073 | 422 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,008 | 415 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portland Financial Advisors Inc | History | No change | 3,974 | 411 | 0.75% | 0.75% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Allocation Strategies LLC | History | No change | 3,962 | 410 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 3,701 | 383 | 0.12% | 0.12% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,616 | 374 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 3,578 | 370 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 3,528 | 365 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,508 | 363 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 3,408 | 353 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,384 | 350 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lutz Financial Services LLC | History | No change | 3,306 | 342 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 3,273 | 339 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,239 | 335 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 3,188 | 330 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Foundry Financial LLC | History | No change | 3,188 | 330 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XTX Topco Ltd | History | No change | 2,994 | 310 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optivise Advisory Services LLC | History | No change | 2,900 | 300 | 0.15% | 0.15% | 117 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 2,880 | 294 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,880 | 294 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Index Fund Advisors, Inc. | History | No change | 2,800 | 290 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 2,866 | 287 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Opus Capital Group, LLC | History | No change | 2,728 | 283 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,693 | 279 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,673 | 277 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,638 | 273 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,624 | 271 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 2,540 | 263 | 0.12% | 0.12% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HCR Wealth Advisors | History | No change | 2,536 | 262 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 2,522 | 261 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 2,511 | 260 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evanson Financial, LLC | History | No change | 2,500 | 259 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 2,487 | 257 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,450 | 253 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,440 | 252 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,345 | 243 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,350 | 243 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 2,351 | 243 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,250 | 233 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 2,248 | 233 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,220 | 230 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthquest Corp | History | No change | 2,171 | 225 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,124 | 220 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthRock Partners, LLC | History | No change | 2,109 | 218 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,064 | 213 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PFG Advisors | History | No change | 2,039 | 211 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 2,021 | 210 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,000 | 207 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| High Point Wealth Management, LLC | History | No change | 2,000 | 207 | 0.17% | 0.17% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,988 | 206 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | New | 1,877 | 202 | 0.0% | — | 150 | +1,877 | New | Q3 2026 | Oct 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,840 | 190 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,800 | 186 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOKF, NA | History | No change | 1,718 | 178 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 1,717 | 178 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basepoint Wealth LLC | History | No change | 1,692 | 175 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,528 | 158 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,493 | 154 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,433 | 148 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,425 | 147 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 1,268 | 131 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trust Co | History | No change | 1,134 | 117 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Security National Bank | History | No change | 1,052 | 109 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 993 | 102 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 972 | 100 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Realta Investment Advisors | History | No change | 892 | 92 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 800 | 82 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 741 | 76 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Monetary Solutions, Ltd | History | No change | 718 | 74 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 701 | 72 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 598 | 62 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 547 | 56 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 508 | 52 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 461 | 47 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 442 | 46 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 414 | 42 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 400 | 42 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 388 | 40 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 375 | 38 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Olistico Wealth, LLC | History | No change | 340 | 35 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 313 | 32 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 300 | 31 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 293 | 30 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 282 | 29 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Perspectives, Inc | History | No change | 276 | 28 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 180 | 18 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 150 | 15 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | No change | 121 | 12 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 88 | 9 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 85 | 8 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 74 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RHL GROUP, LLC | History | No change | 61 | 6 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 38 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |