iSHARES TRUST - IMCV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,017,719 | 92,996 | 0.7% | 0.7% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 612,281 | 55,948 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 487,500 | 44,543 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 467,937 | 42,758 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 434,283 | 39,683 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orgel Wealth Management, LLC | History | No change | 341,915 | 31,243 | 0.59% | 0.59% | 6 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 257,449 | 23,525 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 247,957 | 22,657 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 245,612 | 22,443 | 1.98% | 1.98% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 234,849 | 21,462 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matrix Trust Co | History | Added to | 210,165 | 19,283 | 2.8% | 2.78% | 11 | +444 | 0.21% | Q3 2026 | Oct 07, 2026 |
| Steele Capital Management, Inc. | History | No change | 209,721 | 19,163 | 0.71% | 0.71% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 203,099 | 18,558 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 191,890 | 17,534 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 156,194 | 14,272 | 6.38% | 6.38% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marietta Wealth Management, LLC | History | No change | 135,955 | 12,423 | 1.28% | 1.28% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| swisspartners Advisors Ltd | History | No change | 128,320 | 11,722 | 7.9% | 7.9% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 125,527 | 11,470 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 122,941 | 11,233 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rodgers & Associates, LTD | History | No change | 120,448 | 11,006 | 1.0% | 1.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 104,198 | 9,521 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 97,819 | 8,938 | 0.84% | 0.84% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ipsen Advisor Group LLC | History | No change | 85,523 | 7,814 | 5.03% | 5.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 82,103 | 7,502 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 81,185 | 7,418 | 0.27% | 0.27% | 25 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 74,249 | 6,784 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 64,544 | 5,897 | 0.8% | 0.8% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 57,329 | 5,238 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 56,506 | 5,163 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 54,253 | 4,957 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DDFG, Inc | History | No change | 51,272 | 4,685 | 0.93% | 0.93% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 48,593 | 4,440 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 46,998 | 4,294 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Creative Planning | History | No change | 45,464 | 4,154 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 44,919 | 4,104 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | No change | 41,718 | 4,032 | 0.3% | 0.3% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 43,733 | 3,996 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 43,487 | 3,973 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 39,000 | 3,563 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIRE ADVISORS, LLC | History | No change | 38,156 | 3,486 | 0.57% | 0.57% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 36,762 | 3,359 | 1.82% | 1.82% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,588 | 3,251 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 32,284 | 2,950 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 29,399 | 2,686 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 28,581 | 2,611 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 26,015 | 2,377 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 25,445 | 2,325 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 23,905 | 2,280 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 23,905 | 2,280 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 24,639 | 2,251 | 0.22% | 0.22% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 23,030 | 2,104 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 22,656 | 2,070 | 0.17% | 0.17% | 52 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,873 | 1,907 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| James J. Burns & Company, LLC | History | No change | 19,016 | 1,737 | 0.19% | 0.19% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 18,769 | 1,729 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 17,676 | 1,615 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Courage Miller Partners, LLC | History | No change | 17,464 | 1,595 | 0.42% | 0.42% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 16,217 | 1,481 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 16,071 | 1,469 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 14,289 | 1,305 | 0.39% | 0.39% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 13,755 | 1,256 | 0.35% | 0.35% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 13,727 | 1,254 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,352 | 1,228 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,221 | 1,208 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 11,959 | 1,092 | 0.44% | 0.44% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,824 | 1,080 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,811 | 1,010 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LaFleur & Godfrey LLC | History | No change | 10,340 | 944 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Retirement Planning Group, LLC | History | No change | 10,049 | 918 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madison Wealth Partners, Inc | History | No change | 9,906 | 905 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,849 | 900 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 9,809 | 896 | 0.37% | 0.37% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 9,209 | 841 | 0.19% | 0.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 8,315 | 759 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 8,295 | 757 | 0.31% | 0.31% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 7,503 | 685 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 7,438 | 679 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 6,523 | 595 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,447 | 589 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,436 | 588 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 6,207 | 567 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trivant Custom Portfolio Group, LLC | History | No change | 6,205 | 567 | 0.3% | 0.3% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,053 | 553 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,757 | 526 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 5,626 | 514 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,508 | 503 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,304 | 484 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GWN SECURITIES INC. | History | No change | 5,113 | 467 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 4,952 | 452 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,922 | 449 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 4,726 | 431 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 4,703 | 429 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 4,529 | 413 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,311 | 393 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 4,238 | 387 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Asset Management, LLC | History | No change | 4,216 | 385 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,048 | 369 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WealthTrak Capital Management LLC | History | No change | 4,040 | 369 | 0.24% | 0.24% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Revisor Wealth Management LLC | History | No change | 3,745 | 342 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,601 | 329 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 3,500 | 319 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,466 | 316 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,453 | 315 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,430 | 313 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| New Insight Wealth Advisors | History | No change | 3,392 | 309 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,199 | 292 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 3,139 | 286 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 3,131 | 286 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 3,074 | 280 | 0.2% | 0.2% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bellecapital International Ltd. | History | No change | 2,980 | 272 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 2,854 | 260 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LAWOOD & CO | History | No change | 2,844 | 259 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 2,808 | 256 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,745 | 250 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,706 | 247 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,712 | 247 | 0.45% | 0.45% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,609 | 238 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,554 | 236 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | No change | 2,477 | 226 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 2,138 | 210 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 2,280 | 208 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,233 | 204 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lifeworks Advisors, LLC | History | No change | 2,225 | 203 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 2,179 | 200 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 2,196 | 200 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,119 | 194 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,916 | 175 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basepoint Wealth LLC | History | No change | 1,659 | 151 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 1,500 | 137 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 900 | 82 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 825 | 75 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 804 | 73 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 762 | 69 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 724 | 66 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 684 | 62 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 656 | 59 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Operose Advisors LLC | History | No change | 642 | 58 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 591 | 54 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 600 | 54 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 576 | 52 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 515 | 47 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| GGM Financial LLC | History | No change | 508 | 46 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HM PAYSON & CO | History | No change | 500 | 45 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 331 | 30 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunrise Financial Services, LLC | History | No change | 330 | 30 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 300 | 27 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | No change | 300 | 27 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 268 | 24 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 262 | 23 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 214 | 20 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 206 | 18 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 205 | 18 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bogart Wealth, LLC | History | No change | 179 | 16 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atomic Invest LLC | History | No change | 180 | 16 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 157 | 14 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 155 | 14 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 153 | 14 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 126 | 11 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 93 | 8 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 81 | 7 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| one8zero8, LLC | History | No change | 81 | 7 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 76 | 6 | 0.0% | 0.0% | 162 | +1 | 1.33% | Q3 2026 | Oct 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 35 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 35 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Continuum Advisory, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 27 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Planning Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |