iSHARES TRUST - INDA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 18,374,903 907,536 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
Union Bancaire Privee, UBP SA History No change 87,125 561,850 6.14% 6.14% 2 0 0.0% Q2 2026 Jul 16, 2026
MORGAN STANLEY History No change 7,167,564 354,006 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 6,945,050 343,016 1.02% 1.02% 4 0 0.0% Q2 2026 Aug 14, 2026
State of New Jersey Common Pension Fund D History No change 5,656,487 279,373 0.95% 0.95% 5 0 0.0% Q2 2026 Aug 04, 2026
NORTHERN TRUST CORP History No change 5,009,874 247,437 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 4,754,299 234,814 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 14, 2026
Daiichi Life International Holdings LLC History No change 4,284 211,587 6.71% 6.71% 8 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 4,053,059 200,180 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 3,928,010 194,004 0.31% 0.31% 10 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 3,850,373 190,169 0.15% 0.15% 11 0 0.0% Q2 2026 Sep 09, 2026
JPMORGAN CHASE & CO History No change 3,343,452 164,431 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 2,994,278 147,887 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
Millburn Ridgefield LLC /DE/ History No change 2,792,452 137,919 2.61% 2.61% 14 0 0.0% Q2 2026 Jul 21, 2026
Catalyst Capital Advisors LLC History No change 2,792,452 137,919 2.29% 2.29% 15 0 0.0% Q2 2026 Jul 24, 2026
Legal & General Group Plc History No change 2,616,739 129,201 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,521,129 124,518 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,530,897 118,547 0.04% 0.04% 18 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,152,526 106,313 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 2,120,572 104,332 0.1% 0.1% 20 0 0.0% Q2 2026 Aug 12, 2026
IFM Investors Pty Ltd History No change 1,913,759 94,520 0.63% 0.63% 21 0 0.0% Q2 2026 Jul 21, 2026
Varma Mutual Pension Insurance Co History No change 1,804,110 89,104 0.47% 0.47% 22 0 0.0% Q2 2026 Aug 12, 2026
Blackstone Inc. History No change 1,784,433 88,133 0.27% 0.27% 23 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,680,132 82,980 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,550,158 76,562 0.0% 0.0% 25 0 0.0% Q2 2026 Sep 22, 2026
Bank of New York Mellon Corp History No change 1,466,225 72,416 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 1,462,487 72,232 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
Nipun Capital, L.P. History Reduced 1,526,555 71,259 32.44% 38.29% 28 -136,600 -8.21% Q3 2026 Oct 08, 2026
Ensign Peak Advisors, Inc History No change 1,392,308 68,766 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,288,500 63,639 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 1,234,176 60,955 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 1,171,427 57,783 0.36% 0.36% 32 0 0.0% Q2 2026 Aug 12, 2026
Phoenix Financial Ltd. History No change 1,093,484 54,007 0.37% 0.37% 33 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 969,420 47,879 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 933,988 46,126 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 875,065 43,219 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 808,775 39,945 0.04% 0.04% 37 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 750,722 37,078 0.13% 0.13% 38 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 746,723 36,880 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Rafferty Asset Management, LLC History No change 726,200 35,867 0.08% 0.08% 40 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 706,632 34,900 0.0% 0.0% 41 0 0.0% Q2 2026 Sep 02, 2026
NOMURA HOLDINGS INC History No change 687,400 33,950 0.04% 0.04% 42 0 0.0% Q2 2026 Aug 14, 2026
Ninety One North America, Inc. History No change 682,580 33,712 1.58% 1.58% 43 0 0.0% Q2 2026 Jul 16, 2026
JANE STREET GROUP, LLC History No change 681,900 33,679 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 679,481 33,558 0.04% 0.04% 45 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 678,532 33,512 0.05% 0.05% 46 0 0.0% Q2 2026 Aug 14, 2026
AXIOM INVESTORS LLC /DE History No change 665,600 32,873 0.28% 0.28% 47 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 662,819 32,736 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 07, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 628,500 31,041 0.34% 0.34% 49 0 0.0% Q2 2026 Aug 13, 2026
Calamos Advisors LLC History No change 570,500 26,722 0.09% 0.09% 50 0 0.0% Q2 2026 Jul 31, 2026
Korea Investment CORP History No change 514,724 25,422 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 512,123 25,294 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 07, 2026
Jordan Park Group LLC History No change 505,829 24,982 1.27% 1.27% 53 0 0.0% Q2 2026 Aug 11, 2026
LMR Partners LLP History No change 500,000 24,695 0.09% 0.09% 54 0 0.0% Q2 2026 Aug 14, 2026
DRW Securities, LLC History No change 499,079 24,649 0.6% 0.6% 55 0 0.0% Q2 2026 Aug 14, 2026
Rice Partnership, LLC History No change 493,285 24,363 2.96% 2.96% 56 0 0.0% Q2 2026 Jul 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 470,872 23,256 0.26% 0.26% 57 0 0.0% Q2 2026 Jul 16, 2026
FRANKLIN RESOURCES INC History No change 460,086 22,723 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 458,183 22,620 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 445,168 21,986 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 05, 2026
STRS OHIO History No change 441,698 21,815 0.08% 0.08% 61 0 0.0% Q2 2026 Jul 30, 2026
CITIGROUP INC History No change 417,633 20,626 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 03, 2026
Point72 Asset Management, L.P. History No change 415,800 20,536 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 14, 2026
SUN LIFE FINANCIAL INC History No change 415,685 20,531 1.05% 1.05% 64 0 0.0% Q2 2026 Aug 12, 2026
PRUDENTIAL FINANCIAL INC History No change 388,202 19,173 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 12, 2026
Gray Foundation History No change 383,911 18,961 4.18% 4.18% 66 0 0.0% Q2 2026 Aug 05, 2026
PANAGORA ASSET MANAGEMENT INC History No change 381,159 18,825 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 06, 2026
Qtron Investments LLC History No change 373,096 18,427 2.46% 2.46% 68 0 0.0% Q2 2026 Aug 13, 2026
Euclidean Capital LLC History No change 369,600 18,254 4.15% 4.15% 69 0 0.0% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 363,087 17,894 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 10, 2026
Lido Advisors, LLC History No change 356,624 17,613 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 07, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 352,969 17,433 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 342,603 16,921 1.09% 1.09% 73 0 0.0% Q2 2026 Aug 14, 2026
DV EQUITIES, LLC History No change 326,711 16,136 2.31% 2.31% 74 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 308,968 15,259 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 04, 2026
AIA Group Ltd History No change 296,835 14,660 0.18% 0.18% 76 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 284,880 14,070 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 284,733 14,055 0.14% 0.14% 78 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 282,558 13,955 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 276,143 13,638 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 04, 2026
Shah Wealth Advisors, LLC History No change 271,062 13,387 3.09% 3.09% 81 0 0.0% Q2 2026 Aug 07, 2026
Ninety One UK Ltd History No change 246,442 12,171 0.03% 0.03% 82 0 0.0% Q2 2026 Jul 16, 2026
Allspring Global Investments Holdings, LLC History No change 244,095 12,055 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 243,577 12,030 0.09% 0.09% 84 0 0.0% Q2 2026 Aug 14, 2026
North of South Capital LLP History No change 220,987 10,914 0.8% 0.8% 85 0 0.0% Q2 2026 Jul 30, 2026
NWI MANAGEMENT LP History No change 210,000 10,372 0.48% 0.48% 86 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 56,344 10,117 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 202,389 9,995 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 14, 2026
MKP Capital Management, L.L.C. History No change 202,000 9,976 0.27% 0.27% 89 0 0.0% Q2 2026 Aug 07, 2026
DUMAC, INC. History No change 201,973 9,975 0.91% 0.91% 90 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 198,301 9,794 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 197,652 9,762 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 14, 2026
Artisan Partners Limited Partnership History No change 194,922 9,627 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 13, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 192,939 9,529 1.95% 1.95% 94 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 191,530 9,459 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 07, 2026
Randolph Co Inc History No change 175,368 8,661 0.73% 0.73% 96 0 0.0% Q2 2026 Jul 23, 2026
Y-Intercept (Hong Kong) Ltd History No change 169,830 8,387 0.17% 0.17% 97 0 0.0% Q2 2026 Jul 13, 2026
OSAIC HOLDINGS, INC. History No change 169,774 8,385 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
Royal Fund Management, LLC History No change 167,579 8,276 0.69% 0.69% 99 0 0.0% Q2 2026 Jul 20, 2026
ALTFEST L J & CO INC History No change 165,943 8,195 0.79% 0.79% 100 0 0.0% Q2 2026 Jul 30, 2026
SPINNAKER TRUST History No change 163,131 8,057 0.39% 0.39% 101 0 0.0% Q2 2026 Aug 03, 2026
Analyst IMS Investment Management Services Ltd. History No change 162,131 8,008 0.19% 0.19% 102 0 0.0% Q2 2026 Jul 29, 2026
Robertson Stephens Wealth Management, LLC History No change 161,418 7,972 0.2% 0.2% 103 0 0.0% Q2 2026 Jul 29, 2026
Aspen Grove Capital, LLC History No change 159,411 7,873 1.13% 1.13% 104 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 159,230 7,867 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Capital, Inc. History No change 153,870 7,599 0.68% 0.68% 106 0 0.0% Q2 2026 Aug 03, 2026
Vontobel Holding Ltd. History No change 153,119 7,562 0.02% 0.02% 107 0 0.0% Q2 2026 Aug 03, 2026
BEARING POINT CAPITAL, LLC History No change 133,409 6,589 0.89% 0.89% 108 0 0.0% Q2 2026 Aug 11, 2026
OLD MISSION CAPITAL LLC History No change 133,209 6,579 0.1% 0.1% 109 0 0.0% Q2 2026 Aug 14, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History No change 130,824 6,461 0.39% 0.39% 110 0 0.0% Q2 2026 Jul 31, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 128,918 6,355 0.12% 0.12% 111 0 0.0% Q2 2026 Aug 13, 2026
HARDING LOEVNER LP History No change 128,425 6,342 0.06% 0.06% 112 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 125,829 6,214 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 122,132 6,032 0.03% 0.03% 114 0 0.0% Q2 2026 Aug 11, 2026
Horizon Investments, LLC History No change 122,148 6,032 0.07% 0.07% 115 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 127,510 5,952 0.17% 0.18% 116 -2,114 -1.63% Q3 2026 Oct 08, 2026
BCWM, LLC History No change 119,881 5,920 1.73% 1.73% 117 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 117,018 5,779 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 27, 2026
SIH Partners, LLLP History No change 115,016 5,680 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 114,180 5,639 0.0% 0.0% 120 0 0.0% Q2 2026 Sep 23, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 109,800 5,423 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 107,303 5,299 0.07% 0.07% 122 0 0.0% Q2 2026 Aug 05, 2026
EFG International AG History No change 106,246 5,243 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 14, 2026
New Vernon Capital Holdings II LLC History No change 103,114 5,092 2.81% 2.81% 124 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 101,839 5,029 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
BANQUE PICTET & CIE SA History No change 102,001 5,028 0.03% 0.03% 126 0 0.0% Q2 2026 Jul 24, 2026
Quadrature Capital Ltd History No change 96,195 4,751 0.04% 0.04% 127 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 96,202 4,751 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 95,508 4,717 0.02% 0.02% 129 0 0.0% Q2 2026 Aug 11, 2026
Checchi Capital Advisers, LLC History No change 94,969 4,690 0.21% 0.21% 130 0 0.0% Q2 2026 Aug 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 94,890 4,687 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 90,156 4,452 0.02% 0.02% 132 0 0.0% Q2 2026 Jul 24, 2026
Knollwood Investment Advisory, LLC History No change 88,875 4,389 0.39% 0.39% 133 0 0.0% Q2 2026 Aug 13, 2026
Wealthfront Advisers LLC History No change 88,089 4,350 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 07, 2026
Private Wealth Advisors, LLC History No change 87,351 4,314 1.1% 1.1% 135 0 0.0% Q2 2026 Aug 06, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 86,880 4,291 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
ANDERSON HOAGLAND & CO History No change 85,874 4,241 0.33% 0.33% 137 0 0.0% Q2 2026 Jul 06, 2026
MILLENNIUM MANAGEMENT LLC History No change 84,597 4,178 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 84,653 4,174 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 10, 2026
Seven Bridges Advisors LLC History No change 88,298 4,121 1.86% 2.1% 140 0 0.0% Q3 2026 Oct 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 82,149 4,057 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
Hippocratic Financial Advisors, LLC History No change 81,777 4,038 1.52% 1.52% 142 0 0.0% Q2 2026 Aug 03, 2026
State of Wyoming History No change 79,530 3,927 0.4% 0.4% 143 0 0.0% Q2 2026 Aug 06, 2026
PATTEN & PATTEN INC/TN History No change 78,819 3,892 0.21% 0.21% 144 0 0.0% Q2 2026 Aug 05, 2026
CSM Advisors, LLC History No change 78,484 3,878 0.08% 0.08% 145 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 78,294 3,866 0.02% 0.02% 146 0 0.0% Q2 2026 Aug 14, 2026
Blue Sky Capital Consultants Group, Inc. History No change 78,281 3,866 1.65% 1.65% 147 0 0.0% Q2 2026 Aug 04, 2026
V-Square Quantitative Management LLC History No change 76,755 3,790 0.36% 0.36% 148 0 0.0% Q2 2026 Jul 27, 2026
PEAK FINANCIAL ADVISORS LLC History No change 76,069 3,757 1.56% 1.56% 149 0 0.0% Q2 2026 Jul 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 74,658 3,687 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 74,587 3,683 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 13, 2026
Quantitative Investment Management, LLC History No change 70,093 3,461 0.38% 0.38% 152 0 0.0% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History No change 70,000 3,457 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 69,180 3,416 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
BEACON ADVISORS HOLDINGS, LLC History No change 67,645 3,340 1.63% 1.63% 155 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 67,595 3,338 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 66,619 3,288 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 13, 2026
PINEBRIDGE INVESTMENTS LLC History No change 65,278 3,224 0.03% 0.03% 158 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 65,269 3,223 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
Roberts Wealth Advisors, LLC History No change 64,111 3,166 0.72% 0.72% 160 0 0.0% Q2 2026 Jul 29, 2026
FLOW TRADERS U.S. LLC History No change 63,384 3,131 0.13% 0.13% 161 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History No change 60,869 3,006 0.01% 0.01% 162 0 0.0% Q2 2026 Jul 28, 2026
LMCG INVESTMENTS, LLC History No change 60,693 2,997 0.16% 0.16% 163 0 0.0% Q2 2026 Jul 22, 2026
Delos Wealth Advisors, LLC History No change 60,169 2,971 1.52% 1.52% 164 0 0.0% Q2 2026 Aug 14, 2026
Pictet North America Advisors SA History No change 59,776 2,946 0.26% 0.26% 165 0 0.0% Q2 2026 Jul 24, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 59,557 2,941 1.35% 1.35% 166 0 0.0% Q2 2026 Aug 13, 2026
SIG BROKERAGE, LP History No change 59,539 2,940 0.06% 0.06% 167 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 58,764 2,902 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 13, 2026
MEITAV INVESTMENT HOUSE LTD History No change 58,408 2,884 0.02% 0.02% 169 0 0.0% Q2 2026 Jul 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 58,189 2,873 0.06% 0.06% 170 0 0.0% Q2 2026 Jul 17, 2026
ALPS ADVISORS INC History No change 55,631 2,747 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Wealth, LLC History No change 54,977 2,715 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 10, 2026
LCNB CORP History No change 54,945 2,713 0.83% 0.83% 173 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 54,160 2,670 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 53,042 2,619 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 12, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 51,795 2,558 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 11, 2026
Graham Capital Management, L.P. History No change 50,000 2,469 0.04% 0.04% 177 0 0.0% Q2 2026 Aug 14, 2026
Watershed Asset Management, L.L.C. History No change 50,000 2,469 2.21% 2.21% 178 0 0.0% Q2 2026 Aug 14, 2026
Guardian Partners Inc. History No change 50,000 2,469 0.22% 0.22% 179 0 0.0% Q2 2026 Jul 29, 2026
Custos Family Office, LLC History No change 49,957 2,467 1.48% 1.48% 180 0 0.0% Q2 2026 Aug 19, 2026
Connective Portfolio Management, LLC History No change 50,000 2,465 4.1% 4.1% 181 0 0.0% Q2 2026 Jul 07, 2026
Tepp RIA, LLC History No change 48,234 2,382 1.62% 1.62% 182 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 48,161 2,378 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 47,373 2,339 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 28, 2026
Tikvah Management LLC History No change 47,200 2,331 0.71% 0.71% 185 0 0.0% Q2 2026 Aug 12, 2026
Cercano Management LLC History No change 46,470 2,295 0.31% 0.31% 186 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 43,895 2,167 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
GLOBEFLEX CAPITAL L P History No change 43,326 2,139 0.27% 0.27% 188 0 0.0% Q2 2026 Aug 12, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 43,312 2,139 1.5% 1.5% 189 0 0.0% Q2 2026 Jul 29, 2026
Orion Porfolio Solutions, LLC History No change 43,259 2,136 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 42,131 2,077 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 15, 2026
Cypress Capital Group History No change 41,508 2,050 0.19% 0.19% 192 0 0.0% Q2 2026 Aug 05, 2026
Jefferies Financial Group Inc. History No change 40,303 1,990 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 17, 2026
Smith Group Asset Management, LLC History No change 39,910 1,971 0.08% 0.08% 194 0 0.0% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 37,858 1,869 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 37,440 1,849 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 07, 2026
V2 Financial group LLC History No change 37,254 1,839 0.69% 0.69% 197 0 0.0% Q2 2026 Aug 10, 2026
Congress Park Capital LLC History No change 37,100 1,832 0.49% 0.49% 198 0 0.0% Q2 2026 Jul 14, 2026
Integrated Wealth Concepts LLC History No change 36,971 1,825 0.01% 0.01% 199 0 0.0% Q2 2026 Sep 08, 2026
Bluespring Wealth Management, LLC History No change 36,877 1,821 0.04% 0.04% 200 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 36,477 1,801 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 36,340 1,794 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 05, 2026
Endowment Wealth Management, Inc. History No change 35,815 1,768 0.68% 0.68% 203 0 0.0% Q2 2026 Aug 05, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 35,117 1,734 0.07% 0.07% 204 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 34,488 1,703 0.02% 0.02% 205 0 0.0% Q2 2026 Jul 28, 2026
Consolidated Investment Group LLC History No change 34,475 1,702 0.15% 0.15% 206 0 0.0% Q2 2026 Jul 22, 2026
Evolution Wealth Advisors, LLC History No change 33,202 1,639 0.19% 0.19% 207 0 0.0% Q2 2026 Jul 29, 2026
Coastline Trust Co History Reduced 34,998 1,633 0.15% 0.17% 208 -2,750 -7.29% Q3 2026 Oct 01, 2026
JTC Employer Solutions Trustee Ltd History No change 32,816 1,621 0.13% 0.13% 209 0 0.0% Q2 2026 Jul 31, 2026
Forum Finance Group S.A. History No change 40,685 1,621 0.58% 0.58% 210 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 32,652 1,612 0.02% 0.02% 211 0 0.0% Q2 2026 Jul 22, 2026
Solstein Capital, LLC History No change 32,474 1,603 0.55% 0.55% 212 0 0.0% Q2 2026 Aug 12, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 31,771 1,569 0.26% 0.26% 213 0 0.0% Q2 2026 Aug 04, 2026
LARCH CAPITAL PARTNERS LLC History No change 31,015 1,531 0.22% 0.22% 214 0 0.0% Q2 2026 Aug 17, 2026
Avestar Capital, LLC History No change 29,701 1,466 0.08% 0.08% 215 0 0.0% Q2 2026 Jul 29, 2026
Marex Group Ltd History No change 29,151 1,439 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 28,516 1,408 0.16% 0.16% 217 0 0.0% Q2 2026 Jul 10, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 28,487 1,406 0.0% 0.0% 218 0 0.0% Q2 2026 Jul 30, 2026
GUIDANCE CAPITAL, INC History No change 28,751 1,399 0.3% 0.3% 219 0 0.0% Q2 2026 Jul 20, 2026
Stanley-Laman Group, Ltd. History No change 28,000 1,380 0.14% 0.14% 220 0 0.0% Q2 2026 Aug 05, 2026
CI INVESTMENTS INC. History No change 26,000 1,284 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 13, 2026
NVWM, LLC History No change 25,648 1,266 0.26% 0.26% 222 0 0.0% Q2 2026 Jul 28, 2026
K2 PRINCIPAL FUND, L.P. History No change 25,000 1,234 0.09% 0.09% 223 0 0.0% Q2 2026 Aug 07, 2026
Chicago Partners Investment Group LLC History No change 25,752 1,226 0.02% 0.02% 224 0 0.0% Q2 2026 Jul 29, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 24,178 1,194 0.28% 0.28% 225 0 0.0% Q2 2026 Jul 15, 2026
INTEGRITY ALLIANCE, LLC. History No change 24,086 1,189 0.04% 0.04% 226 0 0.0% Q2 2026 Jul 31, 2026
Caprock Group, LLC History No change 23,920 1,181 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 27, 2026
PRUDENTIAL PLC History No change 23,186 1,145 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 23,074 1,139 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 23,023 1,137 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 23,032 1,137 0.05% 0.05% 231 0 0.0% Q2 2026 Aug 11, 2026
CWC Advisors, LLC. History No change 22,934 1,132 0.5% 0.5% 232 0 0.0% Q2 2026 Jul 21, 2026
DIMENSION CAPITAL MANAGEMENT LLC History No change 22,569 1,114 0.13% 0.13% 233 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 22,388 1,105 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 22,249 1,098 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 17, 2026
Moneda S.A. Administradora General de Fondos History No change 21,847 1,079 0.88% 0.88% 236 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 21,800 1,076 0.02% 0.02% 237 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 21,688 1,071 0.0% 0.0% 238 0 0.0% Q2 2026 Jul 27, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 21,653 1,069 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 11, 2026
FLAGSTAR SECURITIES, INC History No change 21,612 1,067 0.32% 0.32% 240 0 0.0% Q2 2026 Jul 15, 2026
DELTEC ASSET MANAGEMENT LLC History No change 21,100 1,042 0.15% 0.15% 241 0 0.0% Q2 2026 Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 20,695 1,018 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 20,609 1,017 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 20,500 1,012 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
SIT INVESTMENT ASSOCIATES INC History No change 20,325 1,004 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 12, 2026
Black Maple Capital Management LP History No change 20,300 1,002 0.57% 0.57% 246 0 0.0% Q2 2026 Aug 14, 2026
Mechanics Bank Trust Department History No change 20,228 999 0.12% 0.12% 247 0 0.0% Q2 2026 Jul 07, 2026
Fore Capital, LLC History No change 20,000 987 0.29% 0.29% 248 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History No change 19,843 980 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 03, 2026
SCOTIA CAPITAL INC. History No change 19,625 969 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 11, 2026
BCS Private Wealth Management, Inc. History No change 19,366 956 0.29% 0.29% 251 0 0.0% Q2 2026 Jul 31, 2026
Janney Montgomery Scott LLC History No change 19,080 942 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 05, 2026
BigSur Wealth Management LLC History No change 19,000 938 0.23% 0.23% 253 0 0.0% Q2 2026 Jul 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 18,523 918 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
STEVENS CAPITAL MANAGEMENT LP History No change 18,300 904 0.22% 0.22% 255 0 0.0% Q2 2026 Aug 11, 2026
Laurel Wealth Planning LLC History No change 18,181 897 0.4% 0.4% 256 0 0.0% Q2 2026 Jul 30, 2026
Pingora Partners LLC History No change 17,960 887 0.52% 0.52% 257 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 17,944 886 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 17,661 872 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 10, 2026
Stamos Capital Partners, L.P. History No change 17,252 852 0.13% 0.13% 260 0 0.0% Q2 2026 Aug 13, 2026
CUMBERLAND ADVISORS INC History No change 16,885 833 0.29% 0.29% 261 0 0.0% Q2 2026 Jul 21, 2026
Financial Enhancement Group LLC History Reduced 18,005 830 0.1% 0.12% 262 -2,915 -13.93% Q3 2026 Oct 08, 2026
Boltwood Capital Management History Reduced 17,750 828 0.19% 0.21% 263 -700 -3.79% Q3 2026 Oct 02, 2026
Heartwood Wealth Advisors LLC History Added to 17,541 818 0.06% 0.06% 264 +701 4.16% Q3 2026 Oct 05, 2026
CAPTRUST FINANCIAL ADVISORS History No change 16,307 805 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
DENALI ADVISORS LLC History No change 16,200 800 0.08% 0.08% 266 0 0.0% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History No change 16,009 790 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 06, 2026
NTV ASSET MANAGEMENT LLC History No change 15,350 758 0.07% 0.07% 268 0 0.0% Q2 2026 Aug 05, 2026
Capital Wealth Alliance, LLC History No change 15,307 756 0.35% 0.35% 269 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 15,135 747 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Advisors, LLC History No change 15,122 746 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 12, 2026
Copia Wealth Management History No change 14,910 736 0.44% 0.44% 272 0 0.0% Q2 2026 Aug 17, 2026
Citizens National Bank Trust Department History No change 14,770 729 0.11% 0.11% 273 0 0.0% Q2 2026 Jul 22, 2026
HB Wealth Management, LLC History No change 14,777 729 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 29, 2026
Sigma Planning Corp History No change 14,697 725 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 07, 2026
Aubrey Capital Management Ltd History No change 14,287 705 0.44% 0.44% 276 0 0.0% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 14,023 693 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 14,000 691 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 03, 2026
Brookwood Investment Group LLC History No change 13,948 688 0.08% 0.08% 279 0 0.0% Q2 2026 Jul 23, 2026
Grey Ledge Advisors, LLC History No change 13,912 687 0.14% 0.14% 280 0 0.0% Q2 2026 Jul 27, 2026
Prime Capital Investment Advisors, LLC History No change 13,888 685 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 05, 2026
FCA CORP /TX History No change 13,861 684 0.17% 0.17% 282 0 0.0% Q2 2026 Aug 11, 2026
Strait & Sound Wealth Management LLC History No change 13,834 683 0.24% 0.24% 283 0 0.0% Q2 2026 Aug 17, 2026
WHITTIER TRUST CO History No change 13,682 682 0.01% 0.01% 284 0 0.0% Q2 2026 Jul 27, 2026
Rathbones Group PLC History No change 13,810 682 0.0% 0.0% 285 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Advisor Solutions, LLC History No change 13,745 678 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 06, 2026
PEAK6 LLC History No change 13,631 673 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 12, 2026
Advocate Investing Services LLC History No change 13,537 668 0.51% 0.51% 288 0 0.0% Q2 2026 Jul 28, 2026
McAdam, LLC History No change 13,022 643 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 04, 2026
First Growth Capital LLC History No change 12,702 627 0.48% 0.48% 290 0 0.0% Q2 2026 Jul 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,520 618 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 19, 2026
Headlands Technologies LLC History No change 12,270 606 0.06% 0.06% 292 0 0.0% Q2 2026 Aug 12, 2026
Riverpoint Wealth Management Holdings, LLC History No change 12,208 602 0.11% 0.11% 293 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 12,017 594 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 20, 2026
Laird Norton Wetherby Trust Company, LLC History No change 12,019 593 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 14, 2026
Baldwin Investment Management, LLC History No change 11,905 587 0.06% 0.06% 296 0 0.0% Q2 2026 Jul 28, 2026
Connecticut Wealth Management, LLC History No change 11,893 587 0.02% 0.02% 297 0 0.0% Q2 2026 Jul 29, 2026
NATIXIS History No change 11,806 583 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
Symphony Financial, Ltd. Co. History No change 11,816 583 0.06% 0.06% 299 0 0.0% Q2 2026 Aug 03, 2026
Banco Santander, S.A. History No change 11,744 580 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 29, 2026
Summit Trail Advisors, LLC History No change 11,525 569 0.01% 0.01% 301 0 0.0% Q2 2026 Aug 11, 2026
Private Advisor Group, LLC History No change 10,940 540 0.0% 0.0% 302 0 0.0% Q2 2026 Jul 27, 2026
GFS Advisors, LLC History No change 10,798 533 0.06% 0.06% 303 0 0.0% Q2 2026 Aug 04, 2026
Beacon Pointe Advisors, LLC History No change 10,617 524 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 18, 2026
OMNI 360 Wealth, Inc. History No change 10,626 524 0.24% 0.24% 305 0 0.0% Q2 2026 Jul 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 11,161 520 0.01% 0.01% 306 -528 -4.52% Q3 2026 Oct 05, 2026
Peak Planning Group, LLC History No change 10,387 512 0.12% 0.12% 307 0 0.0% Q2 2026 Aug 12, 2026
Sidoxia Capital Management, LLC History No change 10,245 506 0.37% 0.37% 308 0 0.0% Q2 2026 Jul 24, 2026
CALTON & ASSOCIATES, INC. History No change 10,192 503 0.07% 0.07% 309 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 10,199 503 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 06, 2026
Phraction Management LLC History No change 10,196 503 0.08% 0.08% 311 0 0.0% Q2 2026 Jul 20, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 10,000 493 0.04% 0.04% 312 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 10,000 493 0.01% 0.01% 313 0 0.0% Q2 2026 Aug 14, 2026
Keystone Wealth Services, LLC History No change 9,959 491 0.09% 0.09% 314 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Advisors, LLC History No change 9,784 483 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 06, 2026
Keel Point, LLC History No change 9,763 482 0.03% 0.03% 316 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Management, LLC History No change 9,664 477 0.19% 0.19% 317 0 0.0% Q2 2026 Jul 20, 2026
GLENMEDE TRUST CO NA History No change 9,546 471 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 10, 2026
Quadrant Private Wealth Management, LLC History No change 9,468 467 0.1% 0.1% 319 0 0.0% Q2 2026 Jul 30, 2026
IHT Wealth Management, LLC History No change 9,424 465 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 9,410 464 0.06% 0.06% 321 0 0.0% Q2 2026 Aug 05, 2026
Beverly Hills Private Wealth, LLC History No change 9,395 464 0.09% 0.09% 322 0 0.0% Q2 2026 Aug 06, 2026
Tempo Wealth, LLC History No change 9,268 457 0.07% 0.07% 323 0 0.0% Q2 2026 Jul 27, 2026
J. Safra Sarasin Holding AG History No change 9,239 456 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 31, 2026
Concurrent Investment Advisors, LLC History No change 9,150 451 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 27, 2026
Silverleafe Capital Partners, LLC History Added to 9,547 445 0.13% 0.13% 326 +62 0.65% Q3 2026 Oct 02, 2026
Beacon Financial Advisory LLC History No change 9,030 445 0.09% 0.09% 327 0 0.0% Q2 2026 Aug 05, 2026
TOWER BRIDGE ADVISORS History No change 8,700 429 0.04% 0.04% 328 0 0.0% Q2 2026 Aug 12, 2026
Alliance Wealth Advisors, LLC History No change 8,600 424 0.14% 0.14% 329 0 0.0% Q2 2026 Jul 09, 2026
Sharper & Granite LLC History No change 8,545 422 0.13% 0.13% 330 0 0.0% Q2 2026 Jul 16, 2026
Clientfirst Wealth Management, LLC History No change 8,485 419 0.34% 0.34% 331 0 0.0% Q2 2026 Jul 30, 2026
Twin Lakes Capital Management, LLC History No change 8,410 415 0.16% 0.16% 332 0 0.0% Q2 2026 Aug 17, 2026
Empirical Asset Management, LLC History No change 8,406 415 0.09% 0.09% 333 0 0.0% Q2 2026 Aug 10, 2026
Brookstone Capital Management History No change 8,337 411 0.0% 0.0% 334 0 0.0% Q2 2026 Jul 15, 2026
Corecam Pte. Ltd. History No change 8,320 410 0.16% 0.16% 335 0 0.0% Q2 2026 Jul 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 8,259 407 0.01% 0.01% 336 0 0.0% Q2 2026 Jul 21, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 8,250 407 0.03% 0.03% 337 0 0.0% Q2 2026 Jul 23, 2026
Rothschild Wealth LLC History No change 8,257 407 0.03% 0.03% 338 0 0.0% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History No change 8,215 405 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 03, 2026
Intellectus Partners, LLC History No change 8,150 402 0.07% 0.07% 340 0 0.0% Q2 2026 Aug 12, 2026
Ameliora Wealth Management Ltd. History No change 8,130 401 0.12% 0.12% 341 0 0.0% Q2 2026 Jul 24, 2026
Parkside Financial Bank & Trust History No change 8,000 395 0.03% 0.03% 342 0 0.0% Q2 2026 Sep 04, 2026
National Philanthropic Trust History No change 7,982 394 0.01% 0.01% 343 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 7,951 392 0.0% 0.0% 344 0 0.0% Q2 2026 Aug 13, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 7,900 390 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 23, 2026
GenTrust, LLC History No change 7,777 384 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 06, 2026
JGP Wealth Management, LLC History No change 7,602 375 0.03% 0.03% 347 0 0.0% Q2 2026 Jul 07, 2026
IEQ CAPITAL, LLC History No change 7,573 374 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 11, 2026
Werba Rubin Papier Wealth Management History No change 7,591 374 0.05% 0.05% 349 0 0.0% Q2 2026 Jul 27, 2026
WEDBUSH SECURITIES INC History No change 7,496 370 0.01% 0.01% 350 0 0.0% Q2 2026 Jul 28, 2026
VIRTUS ADVISERS, LLC History No change 7,330 362 0.14% 0.14% 351 0 0.0% Q2 2026 Aug 11, 2026
Lewis Asset Management, LLC History No change 7,348 362 0.13% 0.13% 352 0 0.0% Q2 2026 Jul 21, 2026
Farther Finance Advisors, LLC History Reduced 7,631 356 0.0% 0.0% 353 -1,970 -20.52% Q3 2026 Oct 08, 2026
Advisory Services Network, LLC History No change 7,115 351 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 7,060 348 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 13, 2026
CHATHAM CAPITAL GROUP, INC. History No change 6,975 344 0.04% 0.04% 356 0 0.0% Q2 2026 Jul 10, 2026
Prospect Financial Services LLC History No change 6,968 344 0.17% 0.17% 357 0 0.0% Q2 2026 Aug 06, 2026
Finley Financial, LLC History No change 6,835 337 0.14% 0.14% 358 0 0.0% Q2 2026 Jul 08, 2026
Murphy & Mullick Capital Management Corp History No change 6,719 331 0.21% 0.21% 359 0 0.0% Q2 2026 Aug 14, 2026
Yoffe Investment Management, LLC History No change 6,656 328 0.38% 0.38% 360 0 0.0% Q2 2026 Jul 09, 2026
Crewe Advisors LLC History No change 6,623 327 0.02% 0.02% 361 0 0.0% Q2 2026 Jul 23, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 6,620 326 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
Integrated Investment Consultants, LLC History No change 6,569 324 0.06% 0.06% 363 0 0.0% Q2 2026 Aug 17, 2026
MAI Capital Management History No change 6,495 320 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 6,486 320 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 06, 2026
Unconventional Investor, LLC History No change 6,489 320 0.13% 0.13% 366 0 0.0% Q2 2026 Aug 18, 2026
Apollon Wealth Management, LLC History No change 6,473 319 0.0% 0.0% 367 0 0.0% Q2 2026 Jul 22, 2026
180 WEALTH ADVISORS, LLC History No change 6,435 317 0.03% 0.03% 368 0 0.0% Q2 2026 Jul 07, 2026
Cullen Capital Management, LLC History No change 6,408 316 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,338 313 0.0% 0.0% 370 0 0.0% Q2 2026 Sep 23, 2026
PACK Private Wealth, LLC History No change 6,233 307 0.13% 0.13% 371 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 6,156 304 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 12, 2026
Bensler, LLC History No change 6,121 302 0.03% 0.03% 373 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 6,089 300 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 04, 2026
North Star Investment Management Corp. History No change 6,088 300 0.02% 0.02% 375 0 0.0% Q2 2026 Jul 28, 2026
Avior Wealth Management, LLC History No change 6,084 300 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 07, 2026
Eastover Investment Advisors LLC History No change 6,409 299 0.12% 0.12% 377 0 0.0% Q3 2026 Oct 05, 2026
SIGNATUREFD, LLC History No change 6,019 297 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 5,870 289 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 05, 2026
TWO SIGMA SECURITIES, LLC History No change 5,785 285 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 14, 2026
Greenspring Advisors, LLC History No change 5,739 283 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 11, 2026
Summit Financial, LLC History No change 5,622 277 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 5,595 276 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 5,595 276 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 5,570 275 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 12, 2026
Prosperity Planning, Inc. History No change 5,858 273 0.06% 0.07% 386 0 0.0% Q3 2026 Oct 08, 2026
Pathstone Holdings, LLC History No change 5,319 262 0.0% 0.0% 387 0 0.0% Q2 2026 Aug 13, 2026
Fairway Wealth LLC History No change 5,288 261 0.06% 0.06% 388 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,235 258 0.0% 0.0% 389 0 0.0% Q2 2026 Jul 15, 2026
Verus Financial Partners, Inc. History No change 5,199 256 0.02% 0.02% 390 0 0.0% Q2 2026 Jul 21, 2026
Nadler Financial Group, Inc. History No change 5,135 253 0.02% 0.02% 391 0 0.0% Q2 2026 Jul 29, 2026
Van Hulzen Asset Management, LLC History No change 5,142 253 0.02% 0.02% 392 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 5,111 252 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 13, 2026
First City Capital Management, Inc. History No change 5,035 248 0.12% 0.12% 394 0 0.0% Q2 2026 Jul 13, 2026
Main Street Financial Solutions, LLC History No change 5,041 248 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 5,010 247 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 4,999 246 0.0% 0.0% 397 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 5,001 246 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT PARTNERS, LTD. History No change 4,938 243 0.08% 0.08% 399 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 4,926 243 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 06, 2026
Stratos Wealth Partners, LTD. History No change 4,859 239 0.0% 0.0% 401 0 0.0% Q2 2026 Aug 11, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 4,819 238 0.05% 0.05% 402 0 0.0% Q2 2026 Jul 17, 2026
Clear Harbor Asset Management, LLC History No change 4,760 235 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 12, 2026
Permanent Capital Management, LP History No change 4,740 234 0.03% 0.03% 404 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 4,719 233 0.0% 0.0% 405 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 4,643 228 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 27, 2026
Busey Bank History No change 4,600 227 0.01% 0.01% 407 0 0.0% Q2 2026 Aug 13, 2026
Klingman & Associates, LLC History No change 4,616 227 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 29, 2026
Freestone Capital Holdings, LLC History No change 4,580 226 0.01% 0.01% 409 0 0.0% Q2 2026 Jul 31, 2026
Wealthcare Advisory Partners LLC History No change 4,561 225 0.0% 0.0% 410 0 0.0% Q2 2026 Jul 09, 2026
Eurizon Asset Management Hungary Ltd. History No change 4,500 222 0.24% 0.24% 411 0 0.0% Q2 2026 Jul 30, 2026
BESSEMER GROUP INC History No change 4,468 221 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 12, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 4,484 221 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 07, 2026
Clearbridge Investments, LLC History No change 4,425 218 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 13, 2026
Fort Sheridan Advisors LLC History No change 4,400 217 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 05, 2026
ELEVATUS WELATH MANAGEMENT History No change 4,405 217 0.05% 0.05% 416 0 0.0% Q2 2026 Aug 13, 2026
Allie Family Office LLC History No change 4,315 213 0.08% 0.08% 417 0 0.0% Q2 2026 Oct 02, 2026
Valeo Financial Advisors, LLC History No change 4,546 212 0.0% 0.0% 418 0 0.0% Q3 2026 Oct 08, 2026
Invera Wealth Advisors, LLC History No change 4,287 211 0.11% 0.11% 419 0 0.0% Q2 2026 Jul 29, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 4,245 209 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 31, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 4,226 208 0.09% 0.09% 421 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT INVESTORS INC History No change 4,210 207 0.04% 0.04% 422 0 0.0% Q2 2026 Jul 16, 2026
CIBC Bancorp USA Inc. History No change 3,715 203 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 3,934 194 0.01% 0.01% 424 0 0.0% Q2 2026 Aug 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,431 194 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 28, 2026
Essential Partners LLC History No change 3,826 188 0.09% 0.09% 426 0 0.0% Q2 2026 Aug 10, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,800 187 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 10, 2026
Rossmore Private Capital History No change 3,595 177 0.01% 0.01% 428 0 0.0% Q2 2026 Jul 31, 2026
Y.D. More Investments Ltd History No change 3,500 172 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 3,340 164 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 06, 2026
Hurley Capital, LLC History No change 3,186 157 0.08% 0.08% 431 0 0.0% Q2 2026 Aug 10, 2026
MRP Capital Investments, LLC History No change 3,191 157 0.12% 0.12% 432 0 0.0% Q2 2026 Aug 10, 2026
MONTAG A & ASSOCIATES INC History No change 2,981 147 0.01% 0.01% 433 0 0.0% Q2 2026 Aug 05, 2026
WestEnd Advisors, LLC History No change 2,981 147 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 22, 2026
LOM Asset Management Ltd History No change 2,955 145 0.04% 0.04% 435 0 0.0% Q2 2026 Aug 04, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 2,900 143 0.02% 0.02% 436 0 0.0% Q2 2026 Jul 13, 2026
HARBOUR INVESTMENTS, INC. History No change 2,779 137 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History No change 2,448 120 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 20, 2026
Ascentis Wealth Management, LLC History No change 2,442 120 0.02% 0.02% 439 0 0.0% Q2 2026 Jul 30, 2026
Sankala Group LLC History No change 2,408 119 0.08% 0.08% 440 0 0.0% Q2 2026 Aug 18, 2026
Tradewinds Capital Management, LLC History No change 2,253 111 0.02% 0.02% 441 0 0.0% Q2 2026 Jul 23, 2026
Register Financial Advisors LLC History No change 2,052 101 0.03% 0.03% 442 0 0.0% Q2 2026 Jul 15, 2026
Graney & King, LLC History No change 2,005 99 0.04% 0.04% 443 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 1,987 98 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,886 92 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 1,780 87 0.01% 0.01% 446 0 0.0% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History No change 1,772 87 0.0% 0.0% 447 0 0.0% Q2 2026 Jul 29, 2026
Marathon Trading Investment Management LLC History No change 1,661 82 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 1,665 82 0.02% 0.02% 449 0 0.0% Q2 2026 Aug 11, 2026
Ancora Advisors LLC History No change 1,600 79 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 14, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,575 78 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 29, 2026
Allworth Financial LP History No change 1,470 72 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 11, 2026
Strengthening Families & Communities, LLC History No change 1,354 66 0.01% 0.01% 453 0 0.0% Q2 2026 Aug 11, 2026
Banque Transatlantique SA History No change 1,297 63 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 30, 2026
Glen Eagle Advisors, LLC History No change 1,232 60 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 14, 2026
WEBSTER BANK, N. A. History No change 1,180 58 0.01% 0.01% 456 0 0.0% Q2 2026 Jul 20, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 1,154 56 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 1,039 51 0.01% 0.01% 458 0 0.0% Q2 2026 Jul 27, 2026
Continuum Advisory, LLC History No change 1,038 51 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors, Ltd. LLC History No change 1,000 49 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 16, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,000 49 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 07, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,000 49 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 27, 2026
Key FInancial Inc History No change 978 48 0.01% 0.01% 463 0 0.0% Q2 2026 Jul 24, 2026
Bradley & Co. Private Wealth Management, LLC History No change 958 47 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 949 46 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 27, 2026
Lavaca Capital LLC History No change 946 46 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 925 45 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 912 45 0.0% 0.0% 468 0 0.0% Q2 2026 Jul 27, 2026
JDM Financial Group LLC History No change 896 44 0.02% 0.02% 469 0 0.0% Q2 2026 Aug 17, 2026
Aptus Capital Advisors, LLC History No change 785 38 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 12, 2026
NFSG Corp History No change 775 38 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 14, 2026
Covestor Ltd History No change 707 35 0.02% 0.02% 472 0 0.0% Q2 2026 Aug 07, 2026
Atlantic Union Bankshares Corp History No change 638 31 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 11, 2026
Physician Wealth Advisors, Inc. History No change 644 31 0.0% 0.0% 474 0 0.0% Q2 2026 Jul 20, 2026
Redwood Park Advisors LLC History No change 619 30 0.02% 0.02% 475 0 0.0% Q2 2026 Aug 11, 2026
Global Trust Asset Management, LLC History No change 599 29 0.01% 0.01% 476 0 0.0% Q2 2026 Aug 03, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 564 27 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
4Thought Financial Group Inc. History No change 560 27 0.01% 0.01% 478 0 0.0% Q2 2026 Jul 28, 2026
Harvest Fund Management Co., Ltd History No change 517 26 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 19, 2026
Abound Wealth Management History No change 520 25 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 10, 2026
Ramirez Asset Management, Inc. History No change 500 24 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 455 22 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 13, 2026
3 FACTOR INDEXING, LLC History No change 462 22 0.02% 0.02% 483 0 0.0% Q2 2026 Jul 08, 2026
Acumen Wealth Advisors, LLC History No change 424 20 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 03, 2026
AE Wealth Management LLC History No change 391 19 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Asset Management, LLC History No change 395 19 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 375 18 0.0% 0.0% 487 0 0.0% Q2 2026 Jul 30, 2026
CARDIFF PARK ADVISORS, LLC History No change 370 18 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 14, 2026
Glass Jacobson Investment Advisors llc History No change 361 17 0.01% 0.01% 489 0 0.0% Q2 2026 Jul 30, 2026
GK Wealth Management LLC History New 350 16 0.01% — 492 +350 New Q3 2026 Oct 09, 2026
EverSource Wealth Advisors, LLC History No change 327 16 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 24, 2026
Buck Wealth Strategies, LLC History No change 339 16 0.0% 0.0% 491 0 0.0% Q2 2026 Jul 30, 2026
SALEM INVESTMENT COUNSELORS INC History No change 300 14 0.0% 0.0% 493 0 0.0% Q2 2026 Jul 14, 2026
GHP Investment Advisors, Inc. History No change 300 14 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 17, 2026
Roble, Belko & Company, Inc History No change 279 14 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 24, 2026
Capital Investment Advisory Services, LLC History No change 300 14 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 23, 2026
RED REEF ADVISORS LLC History No change 250 12 0.01% 0.01% 497 0 0.0% Q2 2026 Jul 23, 2026
Breakwater Investment Management History No change 235 11 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 06, 2026
Smithfield Trust Co History No change 192 10 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 197 9 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 185 9 0.0% 0.0% 501 0 0.0% Q2 2026 Aug 07, 2026
Capital Analysts, LLC History No change 184 9 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 05, 2026
Strategic Wealth Partners, Ltd. History No change 202 9 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 12, 2026
WealthShield Partners, LLC History No change 183 9 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 12, 2026
Creative Capital Management Investments LLC History No change 188 9 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 24, 2026
CoreCap Advisors, LLC History Added to 171 8 0.0% 0.0% 507 +57 50.0% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 179 8 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 11, 2026
Ravenswood Partners LP History No change 177 8 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 06, 2026
Triumph Capital Management History No change 159 7 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 20, 2026
Larson Financial Group LLC History No change 153 7 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 14, 2026
Truvestments Capital LLC History No change 160 7 0.0% 0.0% 511 0 0.0% Q2 2026 Aug 12, 2026
Lodestone Wealth Management LLC History No change 156 7 0.0% 0.0% 512 0 0.0% Q2 2026 Jul 23, 2026
Cassaday & Co Wealth Management LLC History No change 150 7 0.0% 0.0% 513 0 0.0% Q2 2026 Aug 10, 2026
SHP Wealth Management History No change 125 6 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 11, 2026
WOLFF WIESE MAGANA LLC History No change 133 6 0.0% 0.0% 515 0 0.0% Q2 2026 Jul 13, 2026
TD Capital Management LLC History No change 108 5 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 103 5 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 109 5 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 105 5 0.0% 0.0% 519 0 0.0% Q2 2026 Jul 22, 2026
Dunhill Financial, LLC History No change 116 5 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 07, 2026
MCF Advisors LLC History No change 100 4 0.0% 0.0% 521 0 0.0% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History No change 87 4 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 05, 2026
N.E.W. Advisory Services LLC History No change 100 4 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 06, 2026
Sachetta, LLC History No change 100 4 0.0% 0.0% 524 0 0.0% Q2 2026 Jul 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 64 3 0.0% 0.0% 525 0 0.0% Q2 2026 Jul 28, 2026
Institute for Wealth Management, LLC. History No change 71 3 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 28, 2026
HighMark Wealth Management LLC History No change 76 3 0.0% 0.0% 527 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 80 3 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 22, 2026
Smartleaf Asset Management LLC History No change 74 3 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 12, 2026
Gen-Wealth Partners Inc History No change 75 3 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 56 2 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 28, 2026
ATLAS CAPITAL ADVISORS INC. History No change 41 2 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 13, 2026
Banque Cantonale Vaudoise History No change 54,256 2 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 31, 2026
Coston, McIsaac & Partners History No change 52 2 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History No change 56 2 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 13, 2026
Go Invest LLC History No change 51 2 0.0% 0.0% 536 0 0.0% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 30 1 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 27 1 0.0% 0.0% 538 0 0.0% Q2 2026 Jul 16, 2026
SOA Wealth Advisors, LLC. History No change 37 1 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 21, 2026
Apella Capital, LLC History Closed out 0 0 — 0.0% — -4,129 -100.0% Q3 2026 Oct 08, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -112 -100.0% Q3 2026 Oct 08, 2026
CX Institutional History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2026 Oct 02, 2026
Investors Research Corp History New 1 0 — — — +1 New Q3 2026 Oct 07, 2026
Asset Dedication, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Investment Research & Advisory Group, Inc. History No change 20 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Concord Wealth Partners History No change 17 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Central Pacific Bank - Trust Division History No change 1 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
LRI Investments, LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Miller Global Investments, LLC History No change 4 0 — — — 0 0.0% Q3 2026 Oct 02, 2026