iSHARES TRUST - ILCV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Steele Capital Management, Inc. | History | Added to | 674,771 | 68,313 | 2.51% | 2.59% | 1 | +4,596 | 0.69% | Q2 2026 | Jul 28, 2026 |
| Matrix Trust Co | History | Added to | 670,985 | 67,930 | 9.85% | 10.31% | 2 | +4,585 | 0.69% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 646,781 | 65,480 | 0.0% | 0.0% | 3 | +25,616 | 4.12% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 479,160 | 48,510 | 0.01% | 0.01% | 4 | +17,807 | 3.86% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 429,086 | 43,440 | 0.01% | 0.01% | 5 | -7,691 | -1.76% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 404,796 | 40,981 | 0.01% | 0.01% | 6 | -23,549 | -5.5% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 340,870 | 34,509 | 0.0% | 0.0% | 7 | -11,098 | -3.15% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 308,139 | 31,214 | 0.0% | 0.0% | 8 | -15,620 | -4.82% | Q2 2026 | Aug 12, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 236,017 | 23,894 | 3.44% | 3.56% | 9 | -2,607 | -1.09% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 229,942 | 23,279 | 0.0% | 0.0% | 10 | +12,177 | 5.59% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 226,633 | 22,944 | 0.42% | 0.52% | 11 | -7,496 | -3.2% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 212,212 | 21,484 | 0.0% | 0.0% | 12 | -1,298 | -0.61% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 194,434 | 19,684 | 0.02% | 0.02% | 13 | -2,589 | -1.31% | Q2 2026 | Aug 12, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 172,952 | 17,509 | 10.06% | 10.28% | 14 | +18,442 | 11.94% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 171,059 | 17,317 | 0.21% | 0.07% | 15 | +115,767 | 209.37% | Q2 2026 | Aug 18, 2026 |
| Lauer Wealth, LLC | History | Added to | 147,394 | 15,228 | 9.14% | 10.96% | 16 | +3,488 | 2.42% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 138,394 | 14,344 | 0.02% | 0.03% | 17 | +345 | 0.25% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 121,730 | 12,323 | 0.0% | 0.0% | 18 | -3,658 | -2.92% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 119,949 | 12,143 | 0.01% | 0.01% | 19 | -9,335 | -7.22% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 118,911 | 12,046 | 0.01% | 0.02% | 20 | +8,429 | 7.63% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 117,526 | 11,898 | 0.02% | 0.02% | 21 | -233 | -0.2% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 116,814 | 11,826 | 0.01% | 0.01% | 22 | +4,377 | 3.89% | Q2 2026 | Jul 29, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 98,106 | 9,932 | 2.78% | 3.0% | 23 | +4,518 | 4.83% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 89,845 | 9,096 | 0.02% | 0.02% | 24 | -2,642 | -2.86% | Q2 2026 | Jul 27, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 88,508 | 8,960 | 1.4% | 1.44% | 25 | +916 | 1.05% | Q2 2026 | Aug 07, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 83,900 | 8,494 | 2.12% | 2.6% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 75,407 | 7,634 | 3.1% | 3.29% | 27 | +2,183 | 2.98% | Q2 2026 | Aug 05, 2026 |
| Tandem Financial, LLC | History | Reduced | 66,287 | 6,710 | 2.02% | 2.4% | 28 | -14,550 | -18.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 63,628 | 6,443 | 0.0% | 0.0% | 29 | +3,176 | 5.25% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 59,957 | 6,070 | 0.01% | 0.02% | 30 | +1,074 | 1.82% | Q2 2026 | Aug 07, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 55,420 | 5,610 | 2.7% | 2.73% | 31 | -219 | -0.39% | Q2 2026 | Aug 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 53,636 | 5,430 | 0.53% | 0.57% | 32 | -2,476 | -4.41% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | Added to | 52,359 | 5,300 | 0.26% | 0.19% | 33 | +16,437 | 45.76% | Q2 2026 | Jul 23, 2026 |
| Apex Wealth Management, LLC | History | Added to | 51,391 | 5,202 | 3.18% | 3.27% | 34 | +196 | 0.38% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 44,972 | 4,553 | 0.01% | 0.01% | 35 | -9,235 | -17.04% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 44,347 | 4,489 | 0.02% | 0.02% | 36 | -470 | -1.05% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 37,891 | 3,836 | 0.03% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | Reduced | 37,382 | 3,784 | 0.0% | 0.0% | 38 | -124 | -0.33% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 36,678 | 3,713 | 0.04% | 0.01% | 39 | +24,417 | 199.14% | Q2 2026 | Aug 03, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 36,517 | 3,696 | 2.38% | 0.76% | 40 | +24,895 | 214.21% | Q2 2026 | Jul 29, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 35,051 | 3,548 | 0.45% | 0.52% | 41 | -13 | -0.04% | Q2 2026 | Aug 12, 2026 |
| Van Diest Capital, LLC | History | Added to | 33,220 | 3,363 | 3.01% | 1.54% | 42 | +12,217 | 58.17% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 33,018 | 3,342 | 0.03% | 0.03% | 43 | +571 | 1.76% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 23,853 | 2,414 | 0.0% | 0.0% | 44 | -568 | -2.33% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 23,500 | 2,379 | 0.0% | — | 45 | +23,500 | New | Q2 2026 | Aug 14, 2026 |
| Systelligence, LLC | History | Reduced | 22,045 | 2,231 | 0.37% | 2.21% | 46 | -100,141 | -81.96% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 21,347 | 2,161 | 0.02% | 0.02% | 47 | -876 | -3.94% | Q2 2026 | Aug 06, 2026 |
| Asset One Wealth Management LLC | History | Added to | 20,752 | 2,158 | 0.23% | 0.22% | 48 | +50 | 0.24% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Reduced | 20,613 | 2,086 | 0.01% | 0.01% | 49 | -796 | -3.72% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 21,951 | 2,044 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 18,603 | 1,883 | 0.07% | 0.08% | 51 | -17 | -0.09% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,019 | 1,824 | 0.0% | 0.0% | 52 | +47 | 0.26% | Q2 2026 | Aug 13, 2026 |
| Asempa Wealth Advisors | History | Reduced | 17,168 | 1,738 | 1.3% | 1.42% | 53 | -255 | -1.46% | Q2 2026 | Jul 13, 2026 |
| GenWealth Group, Inc. | History | Reduced | 16,786 | 1,699 | 0.26% | 0.28% | 54 | -709 | -4.05% | Q2 2026 | Jul 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 15,913 | 1,610 | 0.16% | 0.16% | 55 | +1 | 0.01% | Q2 2026 | Jul 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 15,639 | 1,583 | 0.64% | 1.59% | 56 | -19,525 | -55.53% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | Added to | 15,420 | 1,561 | 0.0% | 0.0% | 57 | +3,208 | 26.27% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,261 | 1,545 | 0.0% | 0.0% | 58 | -403 | -2.57% | Q2 2026 | Jul 28, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 14,639 | 1,482 | 0.33% | 0.36% | 59 | -320 | -2.14% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 14,357 | 1,453 | 0.02% | — | 60 | +14,357 | New | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,279 | 1,445 | 0.0% | 0.0% | 61 | +231 | 1.64% | Q2 2026 | Aug 19, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 14,043 | 1,421 | 0.22% | 0.22% | 62 | +246 | 1.78% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,664 | 1,383 | 0.0% | 0.0% | 63 | -7,110 | -34.23% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 12,653 | 1,292 | 0.17% | 0.17% | 64 | -204 | -1.59% | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | Added to | 12,709 | 1,286 | 0.0% | 0.0% | 65 | +1,297 | 11.37% | Q2 2026 | Aug 13, 2026 |
| Verum Partners LLC | History | No change | 12,400 | 1,255 | 0.19% | 0.22% | 66 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 12,231 | 1,238 | 0.0% | 0.0% | 67 | -660 | -5.12% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,850 | 1,199 | 0.01% | 0.01% | 68 | -346 | -2.84% | Q2 2026 | Aug 11, 2026 |
| ANB BANK | History | Added to | 11,378 | 1,151 | 0.43% | 0.37% | 69 | +1,618 | 16.58% | Q2 2026 | Aug 11, 2026 |
| SAXON INTERESTS, INC. | History | No change | 11,283 | 1,142 | 0.32% | 0.36% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,912 | 1,104 | 0.01% | 0.01% | 71 | -148 | -1.34% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,453 | 1,054 | 0.0% | 0.0% | 72 | +1,448 | 16.08% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 10,394 | 1,052 | 0.01% | 0.01% | 73 | -280 | -2.62% | Q2 2026 | Jul 29, 2026 |
| Detalus Advisors, LLC | History | Reduced | 10,276 | 1,040 | 0.2% | 0.22% | 74 | -97 | -0.94% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | Added to | 10,164 | 1,029 | 0.17% | 0.16% | 75 | +682 | 7.19% | Q2 2026 | Jul 24, 2026 |
| Regatta Research & Money Management | History | New | 10,132 | 1,025 | 0.97% | — | 76 | +10,132 | New | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,429 | 954 | 0.0% | 0.0% | 77 | +2,613 | 38.34% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 9,432 | 954 | 0.06% | 0.05% | 78 | +2,169 | 29.86% | Q2 2026 | Aug 14, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 9,171 | 928 | 0.32% | 0.35% | 79 | +68 | 0.75% | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | New | 9,144 | 925 | 0.02% | — | 80 | +9,144 | New | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,904 | 909 | 0.05% | — | 81 | +8,904 | New | Q2 2026 | Jul 22, 2026 |
| Chesley Taft & Associates LLC | History | No change | 8,742 | 885 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 8,524 | 863 | 0.5% | 0.49% | 83 | +439 | 5.43% | Q2 2026 | Jul 27, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 8,353 | 845 | 0.14% | 0.15% | 84 | -491 | -5.55% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Added to | 7,434 | 752 | 0.0% | 0.0% | 85 | +818 | 12.36% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 7,248 | 733 | 0.08% | 0.08% | 86 | +104 | 1.46% | Q2 2026 | Aug 06, 2026 |
| Key Capital Management, INC | History | Added to | 7,179 | 726 | 0.37% | 0.44% | 87 | +18 | 0.25% | Q2 2026 | Jul 27, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 7,030 | 711 | 0.06% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,756 | 683 | 0.0% | 0.38% | 89 | -612,384 | -98.91% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,722 | 680 | 0.0% | 0.0% | 90 | -413 | -5.79% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,194 | 627 | 0.0% | 0.0% | 91 | +96 | 1.57% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,958 | 603 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,939 | 601 | 0.01% | 0.01% | 93 | +1,140 | 23.75% | Q2 2026 | Aug 10, 2026 |
| Kelly Financial Services LLC | History | Reduced | 5,679 | 574 | 0.12% | 0.13% | 94 | -109 | -1.88% | Q2 2026 | Jul 14, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 5,569 | 563 | 0.17% | 0.19% | 95 | +34 | 0.61% | Q2 2026 | Jul 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 5,554 | 562 | 0.0% | 0.0% | 96 | -673 | -10.81% | Q2 2026 | Aug 14, 2026 |
| Security Financial Services, INC. | History | Reduced | 5,466 | 553 | 0.08% | 0.08% | 97 | -141 | -2.51% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,371 | 543 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pearl Planning LLC | History | No change | 5,279 | 534 | 0.25% | 0.26% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Wealth | History | Added to | 5,222 | 528 | 0.0% | 0.0% | 100 | +940 | 21.95% | Q2 2026 | Aug 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,119 | 518 | 0.1% | 0.04% | 101 | +2,882 | 128.83% | Q2 2026 | Aug 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 5,000 | 506 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Asset Management, LLC | History | No change | 4,890 | 495 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 4,862 | 492 | 0.13% | 0.13% | 104 | +253 | 5.49% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,695 | 475 | 0.0% | 0.0% | 105 | +3,975 | 552.08% | Q2 2026 | Jul 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,676 | 473 | 0.0% | 0.0% | 106 | +512 | 12.3% | Q2 2026 | Aug 14, 2026 |
| Nvest Financial, LLC | History | No change | 4,628 | 468 | 0.15% | 0.16% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 4,540 | 459 | 0.16% | 0.17% | 108 | +3 | 0.07% | Q2 2026 | Jul 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,473 | 452 | 0.0% | 0.01% | 109 | -5,554 | -55.39% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 4,450 | 450 | 0.0% | 0.0% | 110 | +2,114 | 90.5% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 4,408 | 446 | 0.0% | 0.0% | 111 | +438 | 11.03% | Q2 2026 | Aug 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 4,358 | 441 | 0.08% | 0.11% | 112 | -1,150 | -20.88% | Q2 2026 | Jul 30, 2026 |
| RCW Management, LLC | History | No change | 4,261 | 431 | 0.39% | 0.41% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 3,980 | 402 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | Added to | 3,943 | 399 | 0.0% | 0.0% | 115 | +2,605 | 194.69% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,947 | 399 | 0.01% | 0.01% | 116 | +112 | 2.92% | Q2 2026 | Jul 31, 2026 |
| EWA, LLC | History | Reduced | 3,827 | 387 | 0.07% | 0.09% | 117 | -528 | -12.12% | Q2 2026 | Jul 14, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 3,800 | 384 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 3,680 | 372 | 0.07% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisors, LLC | History | No change | 3,582 | 362 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carrera Capital Advisors | History | Added to | 3,386 | 342 | 0.05% | 0.05% | 121 | +13 | 0.39% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,373 | 341 | 0.0% | 0.0% | 122 | -2,094 | -38.3% | Q2 2026 | Aug 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 3,342 | 338 | 0.03% | 0.04% | 123 | -1,520 | -31.26% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | New | 3,294 | 333 | 0.0% | — | 124 | +3,294 | New | Q2 2026 | Aug 13, 2026 |
| TME FINANCIAL, INC. | History | Added to | 3,264 | 330 | 0.2% | 0.21% | 125 | +12 | 0.37% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,238 | 327 | 0.0% | 0.0% | 127 | +13 | 0.4% | Q2 2026 | Aug 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 3,236 | 327 | 0.02% | 0.03% | 126 | +12 | 0.37% | Q2 2026 | Aug 14, 2026 |
| Courage Miller Partners, LLC | History | No change | 3,214 | 325 | 0.09% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 3,195 | 323 | 0.02% | — | 131 | +3,195 | New | Q2 2026 | Jul 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,155 | 323 | 0.01% | 0.01% | 130 | -296 | -8.58% | Q2 2026 | Jul 29, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 3,200 | 323 | 0.15% | 0.14% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 3,159 | 319 | 0.03% | 0.03% | 132 | +83 | 2.7% | Q2 2026 | Jul 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 3,025 | 306 | 0.01% | 0.02% | 133 | +12 | 0.4% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,987 | 302 | 0.0% | 0.0% | 134 | -54 | -1.78% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,952 | 298 | 0.0% | 0.0% | 135 | -7,018 | -70.39% | Q2 2026 | Aug 07, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 2,900 | 293 | 0.08% | 0.09% | 137 | -407 | -12.31% | Q2 2026 | Jul 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,900 | 293 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,854 | 288 | 0.0% | 0.0% | 138 | +370 | 14.9% | Q2 2026 | Aug 07, 2026 |
| Ascent Group, LLC | History | Reduced | 2,824 | 285 | 0.01% | 0.01% | 139 | -96 | -3.29% | Q2 2026 | Aug 03, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 2,755 | 284 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,035 | 282 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 2,550 | 271 | 0.02% | 0.02% | 142 | -71 | -2.71% | Q2 2026 | Aug 10, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 2,655 | 268 | 0.24% | 0.24% | 143 | +6 | 0.23% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,606 | 264 | 0.0% | 0.0% | 144 | +2 | 0.08% | Q2 2026 | Jul 20, 2026 |
| Destination Wealth Management | History | No change | 2,608 | 264 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | Reduced | 2,436 | 246 | 0.01% | 0.01% | 146 | -80 | -3.18% | Q2 2026 | Jul 23, 2026 |
| SMI Advisory Services, LLC | History | No change | 2,363 | 244 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,360 | 238 | 0.0% | 0.0% | 148 | -2,549 | -51.93% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,348 | 238 | 0.01% | 0.01% | 149 | -64 | -2.65% | Q2 2026 | Aug 05, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 2,293 | 232 | 0.02% | 0.03% | 150 | -732 | -24.2% | Q2 2026 | Sep 02, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,220 | 231 | 0.0% | — | 152 | +2,220 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 2,220 | 231 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 2,201 | 222 | 0.06% | 0.08% | 153 | -310 | -12.35% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | Reduced | 2,187 | 221 | 0.01% | 0.14% | 154 | -50,929 | -95.88% | Q2 2026 | Aug 07, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 2,140 | 216 | 0.12% | 0.14% | 155 | -72 | -3.25% | Q2 2026 | Aug 12, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 2,120 | 214 | 0.1% | 0.1% | 156 | -270 | -11.3% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,108 | 213 | 0.0% | — | 157 | +2,108 | New | Q2 2026 | Sep 08, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,069 | 209 | 0.0% | — | 158 | +2,069 | New | Q2 2026 | Aug 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 2,013 | 203 | 0.07% | — | 159 | +2,013 | New | Q2 2026 | Jul 15, 2026 |
| BROWN ADVISORY INC | History | New | 2,001 | 202 | 0.0% | — | 160 | +2,001 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,918 | 194 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | No change | 1,866 | 188 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | New | 1,676 | 169 | 0.01% | — | 163 | +1,676 | New | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | New | 1,618 | 163 | 0.01% | — | 164 | +1,618 | New | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,500 | 151 | 0.03% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Navigoe, LLC | History | Added to | 1,407 | 142 | 0.07% | 0.08% | 166 | +2 | 0.14% | Q2 2026 | Jul 31, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,350 | 136 | 0.04% | — | 167 | +1,350 | New | Q2 2026 | Jul 23, 2026 |
| Aspect Partners, LLC | History | No change | 1,273 | 128 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 1,032 | 104 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PlanVest Financial, Inc | History | No change | 1,030 | 104 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 944 | 95 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 923 | 93 | 0.0% | 0.01% | 172 | -27 | -2.84% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 829 | 83 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 791 | 80 | 0.0% | 0.0% | 174 | -69 | -8.02% | Q2 2026 | Jul 20, 2026 |
| Mascoma Wealth Management LLC | History | No change | 788 | 79 | 0.01% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitlin John, LLC | History | Reduced | 698 | 70 | 0.04% | 0.04% | 177 | -100 | -12.53% | Q2 2026 | Aug 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 695 | 70 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| City State Bank | History | No change | 668 | 67 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Silicon Valley Capital Partners | History | Added to | 571 | 57 | 0.0% | 0.01% | 179 | +2 | 0.35% | Q2 2026 | Sep 21, 2026 |
| Daytona Street Capital LLC | History | New | 700 | 54 | 0.04% | — | 180 | +700 | New | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 516 | 52 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 496 | 50 | 0.0% | — | 183 | +496 | New | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 496 | 50 | 0.0% | 0.0% | 182 | +1 | 0.2% | Q2 2026 | Aug 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 478 | 48 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMA Advisory Services, Inc. | History | New | 474 | 47 | 0.0% | — | 185 | +474 | New | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 380 | 38 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 216 | 22 | 0.0% | 0.0% | 187 | -11 | -4.85% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 218 | 22 | 0.0% | 0.0% | 188 | +9 | 4.31% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 208 | 21 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 204 | 20 | 0.0% | — | 190 | +204 | New | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 193 | 19 | 0.0% | 0.0% | 191 | -113 | -36.93% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 156 | 15 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 129 | 13 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 107 | 10 | 0.0% | 0.0% | 194 | +50 | 87.72% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Caldwell Trust Co | History | No change | 80 | 8 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 78 | 7 | 0.0% | 0.0% | 197 | -15 | -16.13% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 44 | 4 | 0.0% | — | 199 | +44 | New | Q2 2026 | Jul 10, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 44 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 30 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aberdeen Wealth Management LLC | History | New | 20 | 2 | 0.0% | — | 201 | +20 | New | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | New | 20 | 2 | 0.0% | — | 202 | +20 | New | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | New | 18 | 1 | 0.0% | — | 204 | +18 | New | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 12 | 1 | 0.0% | — | 203 | +3 | 33.33% | Q2 2026 | Aug 06, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -28,232 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,458 | -100.0% | Q2 2026 | Sep 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,905 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,067 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -4,052 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,148 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,936 | -100.0% | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,424 | -100.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,223 | -100.0% | Q2 2026 | Jul 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,192 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,171 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -432 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3 | 0 | — | 0.0% | — | -62 | -95.38% | Q2 2026 | Aug 06, 2026 |