iSHARES TRUST - IMCB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | No change | 1,622,630 | 156,681 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 1,374,939 | 132,764 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,185,395 | 114,461 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 508,246 | 49,076 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 474,114 | 45,780 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 407,204 | 39,319 | 2.97% | 2.97% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 243,185 | 23,481 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 242,800 | 23,444 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunburst Financial Group, LLC | History | No change | 241,685 | 23,337 | 3.78% | 3.78% | 9 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 213,786 | 20,643 | 0.98% | 0.98% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 203,536 | 19,653 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 203,531 | 19,652 | 0.2% | 0.2% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steele Capital Management, Inc. | History | No change | 193,311 | 18,666 | 0.69% | 0.69% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Matrix Trust Co | History | Added to | 191,577 | 18,100 | 2.63% | 2.68% | 14 | +15 | 0.01% | Q3 2026 | Oct 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 183,052 | 17,675 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 163,319 | 15,770 | 9.06% | 9.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 153,511 | 14,822 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Financial, LLC | History | No change | 149,902 | 14,474 | 13.01% | 13.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 147,937 | 14,289 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 119,628 | 11,551 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 117,549 | 11,350 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 109,011 | 10,526 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 101,462 | 9,797 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 97,209 | 9,386 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 86,445 | 8,347 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 81,961 | 7,912 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 73,517 | 7,098 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | No change | 68,570 | 6,621 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 65,814 | 6,354 | 3.05% | 3.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 64,819 | 6,295 | 2.26% | 2.26% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 63,707 | 6,151 | 0.58% | 0.58% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 60,135 | 5,806 | 0.18% | 0.18% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 55,611 | 5,369 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Summit Financial, LLC | History | No change | 53,774 | 5,192 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 43,762 | 4,225 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,534 | 4,010 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Goldstein Advisors, LLC | History | No change | 38,426 | 3,710 | 0.34% | 0.34% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 34,967 | 3,376 | 0.75% | 0.75% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Advisor Group, LLC | History | No change | 32,306 | 3,119 | 0.33% | 0.33% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 30,404 | 2,935 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 30,300 | 2,925 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 30,193 | 2,910 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 29,159 | 2,815 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 26,829 | 2,590 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26,399 | 2,536 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 25,670 | 2,478 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 23,765 | 2,294 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 22,412 | 2,176 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,493 | 2,075 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pitti Group Wealth Management, LLC | History | No change | 17,876 | 1,726 | 1.26% | 1.26% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 17,198 | 1,660 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 16,739 | 1,616 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 13,515 | 1,304 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VestGen Advisors, LLC | History | No change | 13,224 | 1,276 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,379 | 1,195 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rede Wealth, LLC | History | No change | 12,051 | 1,163 | 0.39% | 0.39% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 11,624 | 1,122 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | No change | 11,532 | 1,118 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| S.A. Mason LLC | History | No change | 11,263 | 1,087 | 0.33% | 0.33% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,200 | 984 | 0.17% | 0.17% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,778 | 944 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,685 | 935 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Perspectives, Inc | History | No change | 9,638 | 930 | 0.23% | 0.23% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Asset Management, LLC | History | No change | 9,554 | 922 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Opulen Financial Group LLC | History | No change | 9,205 | 888 | 0.56% | 0.56% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,944 | 863 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 8,642 | 834 | 0.25% | 0.25% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 8,297 | 801 | 0.13% | 0.13% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 8,161 | 794 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,161 | 794 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUEFG, LLC | History | No change | 8,123 | 784 | 0.18% | 0.18% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Composition Wealth, LLC | History | No change | 8,067 | 778 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hilltop Holdings Inc. | History | No change | 7,953 | 767 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 7,876 | 760 | 0.31% | 0.31% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triad Wealth Partners, LLC | History | No change | 7,632 | 747 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,728 | 746 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 7,637 | 737 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 7,536 | 727 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Seasons Wealth, LLC | History | No change | 6,776 | 654 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAWOOD & CO | History | No change | 6,736 | 650 | 0.44% | 0.44% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GWN SECURITIES INC. | History | No change | 6,683 | 645 | 0.11% | 0.11% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haverford Trust Co | History | No change | 6,601 | 637 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 6,538 | 631 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 6,529 | 630 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,465 | 624 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Corient Private Wealth LP | History | No change | 6,252 | 603 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,210 | 599 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,896 | 569 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 5,481 | 529 | 0.2% | 0.2% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 5,442 | 525 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,394 | 520 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 5,392 | 520 | 0.16% | 0.16% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Investments, LLC | History | No change | 5,356 | 517 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 5,308 | 512 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 5,216 | 503 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,109 | 493 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,098 | 492 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 5,104 | 492 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Trust | History | No change | 4,929 | 475 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,803 | 463 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 4,791 | 462 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marshall Financial Group, LLC | History | No change | 4,763 | 459 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 4,709 | 454 | 0.22% | 0.22% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,381 | 423 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | No change | 4,252 | 410 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIGROUP INC | History | No change | 4,229 | 408 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,144 | 400 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | No change | 3,887 | 375 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealth Management Associates, Inc. | History | No change | 3,822 | 369 | 0.1% | 0.1% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 3,825 | 369 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XML Financial, LLC | History | No change | 3,740 | 361 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 3,712 | 358 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,553 | 343 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 3,560 | 343 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,446 | 332 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allegheny Financial Group | History | No change | 3,412 | 329 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,384 | 326 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,359 | 324 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 3,349 | 323 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,260 | 314 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| M&T BANK CORP | History | No change | 3,241 | 312 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,228 | 311 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 3,292 | 311 | 0.17% | 0.17% | 123 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,089 | 298 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,014 | 291 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ellevest, Inc. | History | No change | 2,751 | 265 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 2,674 | 258 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 2,679 | 258 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 2,646 | 255 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,632 | 254 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 2,560 | 247 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,380 | 229 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Wealth | History | No change | 2,340 | 225 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Square, LLC | History | No change | 2,312 | 224 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,273 | 219 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 2,224 | 215 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 2,216 | 213 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 2,188 | 211 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 2,136 | 206 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Capital Management, LLC | History | No change | 2,120 | 204 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 1,960 | 189 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,786 | 172 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,755 | 169 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOWE & RUSLING INC | History | No change | 1,736 | 167 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,738 | 167 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,675 | 161 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,629 | 157 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,607 | 155 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,451 | 140 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EPG Wealth Management LLC | History | No change | 1,430 | 138 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Addison Advisors LLC | History | No change | 1,190 | 114 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 1,166 | 112 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,148 | 110 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,000 | 96 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 995 | 96 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 1,000 | 96 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silicon Valley Capital Partners | History | No change | 971 | 93 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| HighMark Wealth Management LLC | History | No change | 928 | 89 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 821 | 79 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 795 | 76 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 677 | 65 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 653 | 63 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avion Wealth | History | No change | 643 | 62 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 628 | 60 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| one8zero8, LLC | History | No change | 600 | 57 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 562 | 54 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 543 | 52 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 520 | 50 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 520 | 50 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | No change | 515 | 49 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 486 | 47 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 489 | 47 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Basepoint Wealth LLC | History | No change | 490 | 47 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 452 | 43 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 439 | 42 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 426 | 41 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 420 | 41 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mosley Wealth Management | History | No change | 435 | 41 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IMA Advisory Services, Inc. | History | No change | 407 | 39 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 413 | 39 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 390 | 37 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | No change | 356 | 34 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 328 | 31 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 284 | 27 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 264 | 25 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olistico Wealth, LLC | History | No change | 275 | 25 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SYM FINANCIAL Corp | History | No change | 228 | 22 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 228 | 22 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Financial Corp /WA | History | No change | 220 | 21 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 184 | 17 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 179 | 17 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 184 | 17 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 122 | 11 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 68 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GGM Financial LLC | History | No change | 53 | 5 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Asset Dedication, LLC | History | No change | 42 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Decker Retirement Planning Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Venture Visionary Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,480 | -100.0% | Q3 2026 | Oct 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Copia Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |