iSHARES TRUST - IMTM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 25,849,053 | 1,378,530 | 1.7% | 1.71% | 1 | +1,841,268 | 7.67% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,428,393 | 703,520 | 1.18% | 1.18% | 2 | +1,448,633 | 12.09% | Q2 2026 | Jul 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,825,275 | 97,341 | 1.45% | 1.44% | 3 | +102,546 | 5.95% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,554,531 | 82,903 | 0.0% | 0.0% | 4 | +103,207 | 7.11% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,165,748 | 62,169 | 0.03% | 0.03% | 5 | +63,525 | 5.76% | Q2 2026 | Aug 12, 2026 |
| Symmetry Partners, LLC | History | Added to | 948,588 | 50,588 | 2.58% | 2.52% | 6 | +30,355 | 3.31% | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 764,004 | 40,749 | 0.01% | 0.01% | 7 | +91,834 | 13.66% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 755,702 | 40,301 | 0.0% | 0.0% | 8 | +58,993 | 8.47% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 743,848 | 39,669 | 0.0% | 0.0% | 9 | +11,634 | 1.59% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 733,639 | 39,124 | 0.01% | 0.01% | 10 | -16,033 | -2.14% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 672,511 | 35,864 | 0.01% | 0.01% | 11 | +66,596 | 10.99% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | Added to | 665,140 | 35,471 | 0.04% | 0.03% | 12 | +45,676 | 7.37% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 659,017 | 35,145 | 0.0% | 0.0% | 13 | +56,493 | 9.38% | Q2 2026 | Aug 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 640,207 | 34,142 | 1.35% | 1.34% | 14 | +7,091 | 1.12% | Q2 2026 | Jul 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 548,458 | 29,249 | 0.46% | 0.42% | 15 | +71,634 | 15.02% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 484,705 | 25,849 | 0.05% | 0.06% | 16 | +5,857 | 1.22% | Q2 2026 | Aug 05, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 460,391 | 24,552 | 3.66% | 3.56% | 17 | +7,464 | 1.65% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | Added to | 457,807 | 24,414 | 0.01% | 0.01% | 18 | +54,511 | 13.52% | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 455,627 | 24,298 | 1.29% | 1.28% | 19 | +22,149 | 5.11% | Q2 2026 | Jul 29, 2026 |
| Shore Point Advisors, LLC | History | Added to | 483,285 | 20,812 | 7.12% | 7.01% | 20 | +29,983 | 6.61% | Q2 2026 | Jul 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 369,827 | 19,723 | 0.23% | 0.14% | 21 | +134,899 | 57.42% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 324,355 | 17,297 | 1.89% | 1.41% | 22 | +67,677 | 26.37% | Q2 2026 | Aug 13, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 323,586 | 17,256 | 2.08% | 2.91% | 23 | -9,502 | -2.85% | Q2 2026 | Aug 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 322,958 | 17,223 | 1.75% | 1.74% | 24 | +7,764 | 2.46% | Q2 2026 | Jul 31, 2026 |
| Venture Visionary Partners LLC | History | Added to | 311,126 | 16,592 | 0.46% | 0.47% | 25 | +19,971 | 6.86% | Q2 2026 | Jul 27, 2026 |
| Straight Path Wealth Management | History | Added to | 298,739 | 15,931 | 3.72% | 3.78% | 26 | +3,799 | 1.29% | Q2 2026 | Jul 27, 2026 |
| Family Capital Trust Co | History | Reduced | 269,905 | 14,393 | 4.68% | 4.7% | 27 | -77 | -0.03% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | Added to | 268,566 | 14,322 | 0.16% | 0.21% | 28 | +48,391 | 21.98% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 267,302 | 14,255 | 0.03% | 0.03% | 29 | +46,482 | 21.05% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 264,351 | 14,097 | 0.44% | 0.45% | 30 | +4,932 | 1.9% | Q2 2026 | Jul 09, 2026 |
| Financial Partners Group, Inc | History | Added to | 253,750 | 13,532 | 1.37% | 1.19% | 31 | +46,580 | 22.48% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 235,122 | 12,542 | 0.01% | 0.02% | 32 | +21,446 | 10.04% | Q2 2026 | Aug 14, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 224,812 | 11,989 | 0.64% | 0.62% | 33 | -3,905 | -1.71% | Q2 2026 | Jul 08, 2026 |
| Apella Capital, LLC | History | Reduced | 214,996 | 11,209 | 0.16% | 0.17% | 34 | -6,974 | -3.14% | Q2 2026 | Jul 08, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 209,765 | 11,186 | 5.09% | 5.01% | 35 | +581 | 0.28% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 199,961 | 10,663 | 0.05% | 0.05% | 36 | -1,132 | -0.56% | Q2 2026 | Jul 17, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 183,959 | 9,810 | 5.68% | 5.73% | 37 | -1,030 | -0.56% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | Reduced | 174,505 | 9,306 | 0.0% | 0.0% | 38 | -130,985 | -42.88% | Q2 2026 | Aug 07, 2026 |
| CGC Financial Services, LLC | History | Reduced | 173,298 | 9,241 | 2.08% | 2.44% | 39 | -2,696 | -1.53% | Q2 2026 | Jul 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 169,524 | 9,040 | 1.0% | 0.85% | 40 | +22,819 | 15.55% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | Reduced | 160,362 | 8,552 | 0.01% | 0.01% | 41 | -1,360 | -0.84% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 157,490 | 8,398 | 0.32% | 0.31% | 42 | +13,779 | 9.59% | Q2 2026 | Jul 20, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 146,985 | 7,762 | 4.54% | 6.21% | 43 | -48,051 | -24.64% | Q2 2026 | Jul 23, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 135,471 | 7,224 | 0.03% | 0.0% | 44 | +128,438 | 1826.22% | Q2 2026 | Aug 11, 2026 |
| Occidental Asset Management, LLC | History | Added to | 128,611 | 6,858 | 0.68% | 0.69% | 45 | +7,333 | 6.05% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 123,523 | 6,588 | 0.0% | 0.0% | 46 | -208,133 | -62.76% | Q2 2026 | Aug 14, 2026 |
| Financial Freedom, LLC | History | Reduced | 123,503 | 6,586 | 3.02% | 3.12% | 47 | -6,921 | -5.31% | Q2 2026 | Aug 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 119,296 | 6,362 | 0.18% | — | 48 | +119,296 | New | Q2 2026 | Jul 17, 2026 |
| Veridan Wealth LLC | History | Added to | 118,750 | 6,332 | 2.15% | 2.02% | 49 | +4,794 | 4.21% | Q2 2026 | Aug 10, 2026 |
| Tacita Capital Inc | History | Added to | 110,746 | 5,906 | 3.21% | 3.11% | 50 | +1,182 | 1.08% | Q2 2026 | Aug 10, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 109,113 | 5,819 | 0.3% | 0.59% | 51 | -100,506 | -47.95% | Q2 2026 | Jul 16, 2026 |
| Impact Capital Partners LLC | History | Added to | 108,501 | 5,786 | 1.58% | 1.52% | 52 | +4,183 | 4.01% | Q2 2026 | Jul 14, 2026 |
| RHS Financial, LLC | History | Added to | 106,314 | 5,669 | 2.29% | 1.79% | 53 | +27,702 | 35.24% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Added to | 103,372 | 5,512 | 0.06% | 0.05% | 54 | +1,100 | 1.08% | Q2 2026 | Jul 28, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 100,317 | 5,349 | 0.7% | 0.43% | 55 | +43,774 | 77.42% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 96,834 | 5,113 | 0.0% | 0.0% | 56 | -29,517 | -23.36% | Q2 2026 | Aug 12, 2026 |
| Unison Advisors LLC | History | Added to | 93,351 | 4,978 | 0.35% | 0.33% | 57 | +3,480 | 3.87% | Q2 2026 | Jul 22, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 90,720 | 4,838 | 0.63% | 0.59% | 58 | +7,663 | 9.23% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 90,362 | 4,818 | 0.3% | 0.25% | 59 | +17,903 | 24.71% | Q2 2026 | Jul 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 89,932 | 4,796 | 0.09% | 0.03% | 60 | +61,064 | 211.53% | Q2 2026 | Aug 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 87,487 | 4,665 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meredith Wealth Planning | History | Added to | 86,855 | 4,631 | 1.09% | 1.12% | 62 | +376 | 0.43% | Q2 2026 | Jul 24, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 85,270 | 4,547 | 0.26% | 0.28% | 63 | -443 | -0.52% | Q2 2026 | Aug 12, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 84,638 | 4,513 | 0.24% | 0.25% | 64 | +188 | 0.22% | Q2 2026 | Jul 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 81,430 | 4,342 | 0.08% | 0.07% | 65 | +8,280 | 11.32% | Q2 2026 | Jul 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 80,306 | 4,282 | 0.24% | 0.25% | 66 | +84 | 0.1% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | New | 79,667 | 4,248 | 0.0% | — | 67 | +79,667 | New | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 76,655 | 4,021 | 0.1% | 0.09% | 68 | +15,409 | 25.16% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 69,562 | 3,709 | 0.2% | 0.2% | 69 | +2,031 | 3.01% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 68,529 | 3,654 | 0.0% | 0.0% | 70 | -2,224 | -3.14% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 67,261 | 3,587 | 0.01% | 0.0% | 71 | +8,640 | 14.74% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 66,460 | 3,544 | 0.01% | 0.01% | 72 | +1,629 | 2.51% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 61,331 | 3,270 | 0.07% | 0.08% | 73 | +350 | 0.57% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 59,205 | 3,157 | 0.06% | 0.06% | 74 | +3,939 | 7.13% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 59,037 | 3,148 | 0.01% | 0.01% | 75 | +17,436 | 41.91% | Q2 2026 | Jul 27, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 58,018 | 3,094 | 1.71% | 1.72% | 76 | +1,747 | 3.1% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,824 | 3,083 | 0.0% | 0.0% | 77 | +7,527 | 14.97% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 56,309 | 3,002 | 0.01% | 0.02% | 78 | -45,200 | -44.53% | Q2 2026 | Aug 12, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 55,052 | 2,935 | 0.99% | 0.94% | 79 | +5,543 | 11.2% | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | Added to | 52,531 | 2,801 | 0.27% | 0.27% | 80 | +520 | 1.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 52,329 | 2,790 | 0.02% | 0.02% | 81 | +3,106 | 6.31% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,924 | 2,769 | 0.0% | 0.0% | 82 | -3,044 | -5.54% | Q2 2026 | Jul 29, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 49,392 | 2,634 | 0.96% | 0.95% | 83 | +168 | 0.34% | Q2 2026 | Jul 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 49,043 | 2,615 | 0.43% | 0.32% | 84 | +16,747 | 51.85% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 48,668 | 2,595 | 0.0% | 0.0% | 85 | +9,259 | 23.49% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 48,477 | 2,585 | 0.02% | 0.02% | 86 | -1,010 | -2.04% | Q2 2026 | Aug 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 48,409 | 2,581 | 0.1% | 0.06% | 87 | +30,809 | 175.05% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,825 | 2,497 | 0.01% | 0.01% | 88 | +13,944 | 42.41% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 46,436 | 2,472 | 0.0% | 0.0% | 89 | -678 | -1.44% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 43,504 | 2,320 | 0.0% | 0.0% | 90 | +969 | 2.28% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,260 | 2,307 | 0.0% | 0.0% | 91 | +11,348 | 35.56% | Q2 2026 | Aug 13, 2026 |
| Brickley Wealth Management | History | Added to | 41,586 | 2,217 | 0.32% | 0.33% | 92 | +973 | 2.4% | Q2 2026 | Jul 13, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 40,921 | 2,182 | 0.38% | 0.38% | 93 | +1,928 | 4.94% | Q2 2026 | Jul 09, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 40,860 | 2,179 | 0.41% | 0.37% | 94 | +5,430 | 15.33% | Q2 2026 | Aug 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 38,016 | 2,027 | 0.01% | 0.01% | 95 | +1,437 | 3.93% | Q2 2026 | Aug 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 37,031 | 1,974 | 0.62% | 0.49% | 96 | +7,469 | 25.27% | Q2 2026 | Jul 30, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 34,229 | 1,825 | 0.23% | 0.24% | 97 | -1,332 | -3.75% | Q2 2026 | Jul 15, 2026 |
| Valued Retirements, Inc. | History | Reduced | 33,643 | 1,794 | 1.61% | 1.6% | 98 | -448 | -1.31% | Q2 2026 | Aug 13, 2026 |
| Southland Equity Partners LLC | History | Reduced | 31,814 | 1,696 | 0.3% | 0.31% | 99 | -985 | -3.0% | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 26,866 | 1,432 | 0.03% | 0.04% | 100 | -7,230 | -21.2% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 26,756 | 1,426 | 0.0% | 0.0% | 101 | +10,415 | 63.74% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,781 | 1,374 | 0.0% | 0.0% | 102 | +4,200 | 19.46% | Q2 2026 | Jul 28, 2026 |
| G&S Capital LLC | History | Added to | 23,525 | 1,254 | 0.36% | 0.39% | 103 | +624 | 2.72% | Q2 2026 | Jul 10, 2026 |
| EFG International AG | History | Added to | 23,145 | 1,234 | 0.02% | 0.02% | 104 | +4,200 | 22.17% | Q2 2026 | Aug 14, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 21,979 | 1,172 | 0.89% | 0.89% | 105 | -3 | -0.01% | Q2 2026 | Aug 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 21,757 | 1,160 | 0.01% | 0.03% | 106 | -9,425 | -30.23% | Q2 2026 | Jul 20, 2026 |
| BROWN ADVISORY INC | History | No change | 21,670 | 1,155 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 20,985 | 1,119 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 20,102 | 1,072 | 0.04% | 0.1% | 110 | -18,244 | -47.58% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | Added to | 20,110 | 1,072 | 0.0% | 0.0% | 109 | +1,610 | 8.7% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 19,173 | 1,022 | 0.06% | 0.06% | 111 | -1,128 | -5.56% | Q2 2026 | Jul 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 19,052 | 1,016 | 0.03% | 0.01% | 112 | +10,508 | 122.99% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 17,716 | 944 | 0.0% | 0.0% | 113 | -3,636 | -17.03% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 17,402 | 928 | 0.0% | 0.0% | 114 | +380 | 2.23% | Q2 2026 | Aug 13, 2026 |
| COWA, LLC | History | Reduced | 16,394 | 874 | 0.22% | 0.22% | 115 | -433 | -2.57% | Q2 2026 | Aug 05, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 16,175 | 862 | 0.38% | 0.39% | 116 | -1,736 | -9.69% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,381 | 820 | 0.01% | 0.01% | 117 | -346 | -2.2% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 15,328 | 817 | 0.04% | 0.05% | 118 | -580 | -3.65% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | New | 14,873 | 793 | 0.05% | — | 119 | +14,873 | New | Q2 2026 | Aug 10, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 14,516 | 774 | 0.17% | 0.18% | 120 | +138 | 0.96% | Q2 2026 | Jul 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 14,370 | 766 | 0.01% | 0.01% | 121 | -25 | -0.17% | Q2 2026 | Jul 22, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 14,461 | 751 | 0.16% | 0.17% | 122 | +29 | 0.2% | Q2 2026 | Jul 14, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Reduced | 13,704 | 730 | 0.29% | 0.33% | 123 | -40 | -0.29% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 13,575 | 723 | 0.03% | 0.03% | 124 | -103 | -0.75% | Q2 2026 | Jul 24, 2026 |
| Finward Bancorp | History | New | 13,407 | 714 | 0.54% | — | 125 | +13,407 | New | Q2 2026 | Jul 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,381 | 713 | 0.0% | 0.0% | 126 | +202 | 1.53% | Q2 2026 | Aug 13, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 13,280 | 708 | 0.28% | 0.31% | 127 | -163 | -1.21% | Q2 2026 | Jul 30, 2026 |
| Advisory Alpha, LLC | History | No change | 13,003 | 693 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtus Family Office LLC | History | Added to | 12,982 | 692 | 0.55% | 0.41% | 129 | +2,941 | 29.29% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Reduced | 12,766 | 680 | 0.0% | 0.0% | 130 | -2,743 | -17.69% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 12,378 | 660 | 0.04% | 0.03% | 131 | +4,180 | 50.99% | Q2 2026 | Jul 21, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 12,187 | 649 | 0.13% | 0.12% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 12,139 | 647 | 0.1% | 0.15% | 133 | -7,845 | -39.26% | Q2 2026 | Aug 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,433 | 609 | 0.03% | 0.03% | 134 | -19 | -0.17% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,322 | 603 | 0.0% | 0.0% | 135 | -520 | -4.39% | Q2 2026 | Aug 05, 2026 |
| Brand Asset Management Group, Inc. | History | New | 10,844 | 578 | 0.13% | — | 136 | +10,844 | New | Q2 2026 | Aug 12, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 10,693 | 570 | 0.24% | 0.22% | 137 | +1,891 | 21.48% | Q2 2026 | Jul 22, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 10,754 | 567 | 0.61% | 0.23% | 138 | +6,412 | 147.67% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,626 | 566 | 0.01% | 0.01% | 139 | -1,249 | -10.52% | Q2 2026 | Aug 12, 2026 |
| Seed Wealth Management, Inc. | History | No change | 9,900 | 527 | 0.33% | 0.33% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 9,623 | 513 | 0.02% | 0.02% | 141 | +3,719 | 62.99% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,154 | 488 | 0.01% | 0.0% | 142 | +2,349 | 34.52% | Q2 2026 | Aug 11, 2026 |
| Planning Strategies Inc. | History | New | 9,126 | 486 | 0.3% | — | 144 | +9,126 | New | Q2 2026 | Jul 27, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,083 | 486 | 0.13% | 0.13% | 143 | +287 | 3.26% | Q2 2026 | Aug 10, 2026 |
| LexAurum Advisors, LLC | History | No change | 9,056 | 482 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caprock Group, LLC | History | Reduced | 8,563 | 456 | 0.01% | 0.01% | 146 | -4 | -0.05% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,462 | 451 | 0.0% | 0.0% | 147 | -51 | -0.6% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,934 | 423 | 0.0% | 0.0% | 148 | +70 | 0.89% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | New | 7,879 | 420 | 0.0% | — | 149 | +7,879 | New | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 7,643 | 407 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 7,260 | 387 | 0.01% | 0.01% | 151 | +247 | 3.52% | Q2 2026 | Jul 27, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 7,170 | 382 | 0.36% | 0.37% | 152 | -288 | -3.86% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,161 | 381 | 0.0% | 0.0% | 153 | +2,724 | 61.39% | Q2 2026 | Aug 14, 2026 |
| Mission Financial Group, LLC | History | New | 6,958 | 371 | 0.31% | — | 154 | +6,958 | New | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,789 | 362 | 0.0% | — | 155 | +6,789 | New | Q2 2026 | Aug 10, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 6,516 | 347 | 0.15% | 0.17% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 6,340 | 338 | 0.08% | 0.08% | 158 | +70 | 1.12% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 6,352 | 338 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 6,325 | 337 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 6,287 | 335 | 0.19% | 0.19% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 6,188 | 330 | 0.12% | 0.12% | 161 | -67 | -1.07% | Q2 2026 | Jul 23, 2026 |
| TKG Advisors, LLC | History | Added to | 5,841 | 311 | 0.11% | 0.11% | 162 | +128 | 2.24% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | Added to | 5,844 | 311 | 0.01% | 0.01% | 163 | +8 | 0.14% | Q2 2026 | Aug 04, 2026 |
| Weaver Consulting Group | History | No change | 5,803 | 309 | 0.06% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | New | 5,706 | 304 | 0.0% | — | 165 | +5,706 | New | Q2 2026 | Aug 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 5,445 | 295 | 0.02% | — | 166 | +5,445 | New | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,358 | 285 | 0.0% | 0.0% | 167 | +50 | 0.94% | Q2 2026 | Aug 04, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 5,333 | 284 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,094 | 271 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ADE, LLC | History | Reduced | 5,027 | 268 | 0.11% | 0.14% | 170 | -1,072 | -17.58% | Q2 2026 | Aug 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 4,855 | 258 | 0.04% | 0.04% | 171 | +737 | 17.9% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | Added to | 4,638 | 247 | 0.0% | 0.0% | 172 | +41 | 0.89% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | New | 4,495 | 239 | 0.0% | — | 173 | +4,495 | New | Q2 2026 | Aug 10, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 4,326 | 230 | 0.13% | 0.13% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 4,274 | 227 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | New | 4,130 | 220 | 0.0% | — | 176 | +4,130 | New | Q2 2026 | Aug 03, 2026 |
| Polaris Investment Advisors, LLC | History | New | 4,050 | 215 | 0.14% | — | 177 | +4,050 | New | Q2 2026 | Jul 09, 2026 |
| Breakwater Capital Group | History | New | 3,996 | 213 | 0.03% | — | 178 | +3,996 | New | Q2 2026 | Jul 08, 2026 |
| Facet Wealth, Inc. | History | New | 3,827 | 204 | 0.0% | — | 179 | +3,827 | New | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Added to | 3,126 | 166 | 0.0% | 0.0% | 180 | +499 | 19.0% | Q2 2026 | Aug 03, 2026 |
| Smithfield Trust Co | History | No change | 3,074 | 163 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,903 | 153 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,629 | 140 | 0.12% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,516 | 134 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,352 | 125 | 0.0% | 0.0% | 185 | -130 | -5.24% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,243 | 119 | 0.0% | 0.0% | 186 | -3,259 | -59.23% | Q2 2026 | Jul 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,116 | 112 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 2,100 | 111 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,750 | 93 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOTCO | History | Reduced | 1,506 | 80 | 0.01% | 0.01% | 190 | -417 | -21.68% | Q2 2026 | Jul 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,202 | 64 | 0.0% | 0.0% | 191 | +266 | 28.42% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,192 | 63 | 0.0% | 0.0% | 192 | +787 | 194.32% | Q2 2026 | Sep 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,112 | 59 | 0.0% | — | 194 | +1,112 | New | Q2 2026 | Aug 06, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1,115 | 59 | 0.02% | 0.03% | 195 | -360 | -24.41% | Q2 2026 | Jul 28, 2026 |
| SouthState Bank Corp | History | Reduced | 1,111 | 59 | 0.0% | 0.0% | 193 | -188 | -14.47% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 997 | 53 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sankala Group LLC | History | Reduced | 851 | 45 | 0.03% | 0.05% | 198 | -458 | -34.99% | Q2 2026 | Aug 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 854 | 45 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 755 | 40 | 0.0% | 0.0% | 199 | -756 | -50.03% | Q2 2026 | Jul 01, 2026 |
| Key FInancial Inc | History | New | 657 | 35 | 0.01% | — | 201 | +657 | New | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 671 | 35 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 650 | 34 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | Reduced | 571 | 30 | 0.0% | 0.0% | 203 | -402 | -41.32% | Q2 2026 | Jul 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 558 | 29 | 0.0% | 0.0% | 204 | -1,482 | -72.65% | Q2 2026 | Aug 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 532 | 28 | 0.0% | — | 205 | +532 | New | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 501 | 26 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 465 | 24 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 418 | 22 | 0.0% | 0.0% | 208 | -496 | -54.27% | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | New | 417 | 22 | 0.01% | — | 209 | +417 | New | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | History | New | 410 | 21 | 0.0% | — | 210 | +410 | New | Q2 2026 | Jul 22, 2026 |
| Atomic Invest LLC | History | Reduced | 357 | 18 | 0.0% | 0.01% | 211 | -119 | -25.0% | Q2 2026 | Sep 25, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 330 | 17 | 0.0% | — | 213 | +330 | New | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 335 | 17 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 295 | 15 | 0.0% | 0.38% | 214 | -24,200 | -98.8% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 242 | 13 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 234 | 12 | 0.0% | — | 216 | +234 | New | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 231 | 12 | 0.0% | — | 217 | +231 | New | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 199 | 10 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 186 | 9 | 0.0% | 0.0% | 219 | +3 | 1.64% | Q2 2026 | Jul 22, 2026 |
| CVA Family Office, LLC | History | No change | 166 | 8 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 137 | 7 | 0.0% | 0.0% | 222 | -187 | -57.72% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 138 | 7 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 130 | 6 | 0.0% | — | 223 | +130 | New | Q2 2026 | Aug 20, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 126 | 6 | 0.0% | 0.0% | 225 | +2 | 1.61% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 128 | 6 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VIMA LLC | History | New | 99 | 5 | 0.0% | — | 227 | +99 | New | Q2 2026 | Jul 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 86 | 5 | 0.0% | — | 226 | +86 | New | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 81 | 4 | 0.0% | — | 229 | +81 | New | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | New | 75 | 4 | 0.0% | — | 230 | +75 | New | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 84 | 4 | 0.0% | 0.0% | 228 | +55 | 189.66% | Q2 2026 | Aug 12, 2026 |
| Pacific Center for Financial Services | History | No change | 63 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 50 | 2 | 0.0% | — | 232 | +50 | New | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | New | 24 | 1 | 0.0% | — | 234 | +24 | New | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 22 | 1 | 0.0% | — | 233 | +22 | New | Q2 2026 | Jul 23, 2026 |
| Essential Investment Partners LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -243,552 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229,425 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Opes Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -127,493 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -55,284 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -14,990 | -100.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,479 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -12,063 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,548 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -10,811 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,046 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Heirloom Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -8,021 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,411 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,765 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -5,358 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,255 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -2,263 | -100.0% | Q2 2026 | Jul 16, 2026 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,800 | -100.0% | Q2 2026 | Jul 23, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,231 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -636 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -508 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -496 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q2 2026 | Aug 05, 2026 |
| City State Bank | History | New | 18 | 0 | — | — | — | +18 | New | Q2 2026 | Jul 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 05, 2026 |