iSHARES TRUST - INTF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21,882,011 | 896,287 | 0.48% | 0.48% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Financial Services, Inc. | History | No change | 8,625,214 | 353,288 | 15.47% | 15.47% | 2 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 6,136,594 | 251,354 | 1.88% | 1.88% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 4,688,330 | 192,033 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,417,256 | 139,970 | 6.05% | 6.05% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 3,078,519 | 126,096 | 17.0% | 17.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,355,846 | 95,523 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 2,013,674 | 82,480 | 2.15% | 2.15% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 1,894,651 | 77,604 | 5.69% | 5.69% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,324,191 | 54,238 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,061,578 | 43,482 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 843,379 | 34,544 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 773,011 | 31,608 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 768,961 | 31,496 | 0.61% | 0.61% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 741,199 | 30,359 | 0.56% | 0.56% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 714,191 | 29,017 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 658,583 | 26,975 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 654,401 | 26,804 | 6.19% | 6.19% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 630,132 | 25,810 | 0.31% | 0.31% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 630,051 | 25,806 | 0.17% | 0.17% | 20 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| First Command Advisory Services, Inc. | History | No change | 598,639 | 24,520 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 546,768 | 22,395 | 0.41% | 0.41% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winthrop Advisory Group LLC | History | No change | 545,342 | 22,337 | 1.5% | 1.5% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Thrive Wealth Management, LLC | History | No change | 509,257 | 20,859 | 2.65% | 2.65% | 24 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Weil Company, Inc. | History | No change | 480,001 | 19,660 | 3.46% | 3.46% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 422,185 | 17,292 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 419,425 | 17,179 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 394,937 | 16,176 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 371,000 | 15,196 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOSTER & MOTLEY INC | History | No change | 368,038 | 15,075 | 0.69% | 0.69% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 360,909 | 14,782 | 2.41% | 2.41% | 31 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Acropolis Investment Management, LLC | History | No change | 358,978 | 14,703 | 0.58% | 0.58% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DDFG, Inc | History | No change | 333,144 | 13,645 | 2.71% | 2.71% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heck Capital Advisors, LLC | History | No change | 326,954 | 13,392 | 0.8% | 0.8% | 34 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Obsido Oy | History | No change | 308,413 | 12,632 | 6.75% | 6.75% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 301,313 | 12,341 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 300,000 | 12,288 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 296,493 | 12,144 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 280,971 | 11,508 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 266,303 | 10,907 | 2.45% | 2.45% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brio Consultants, LLC | History | No change | 222,095 | 9,096 | 1.07% | 1.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest Wealth Advisors, LLC | History | No change | 212,566 | 8,706 | 5.0% | 5.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 200,727 | 8,222 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 187,076 | 7,662 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHS Financial, LLC | History | No change | 173,378 | 7,101 | 2.86% | 2.86% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New Insight Wealth Advisors | History | No change | 172,164 | 7,051 | 2.08% | 2.08% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 160,285 | 6,565 | 0.48% | 0.48% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 155,260 | 6,360 | 1.27% | 1.27% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 152,373 | 6,241 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | No change | 151,417 | 6,202 | 0.35% | 0.35% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 151,210 | 6,193 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 148,915 | 6,099 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 142,558 | 5,839 | 0.59% | 0.59% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Citizens National Bank Trust Department | History | No change | 137,225 | 5,620 | 0.83% | 0.83% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 133,292 | 5,459 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 129,073 | 5,286 | 0.34% | 0.34% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 127,235 | 5,211 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 126,051 | 5,163 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | No change | 115,189 | 4,710 | 0.12% | 0.12% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 112,257 | 4,598 | 2.1% | 2.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 112,003 | 4,587 | 0.28% | 0.28% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 109,092 | 4,468 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 106,097 | 4,345 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 104,474 | 4,279 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 104,226 | 4,269 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ipsen Advisor Group LLC | History | No change | 103,574 | 4,242 | 2.73% | 2.73% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 97,314 | 3,985 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 97,257 | 3,983 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 94,844 | 3,884 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stokes Family Office, LLC | History | No change | 94,579 | 3,873 | 0.45% | 0.45% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 93,589 | 3,833 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alchemi Wealth, LLC | History | No change | 93,062 | 3,811 | 1.79% | 1.79% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlTi Global, Inc. | History | No change | 91,480 | 3,747 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 78,037 | 3,196 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | No change | 75,362 | 3,086 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 69,932 | 2,864 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 65,560 | 2,716 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 65,560 | 2,716 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 65,203 | 2,670 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 64,221 | 2,630 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 60,670 | 2,545 | 0.61% | 0.61% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | No change | 61,964 | 2,538 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 61,167 | 2,505 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Wealth Management, LLC | History | No change | 59,716 | 2,445 | 2.19% | 2.19% | 84 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Investment Management, LLC | History | No change | 59,467 | 2,435 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 58,421 | 2,392 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 53,812 | 2,204 | 0.38% | 0.38% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 50,167 | 2,054 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 49,972 | 2,046 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 42,634 | 1,746 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 40,692 | 1,667 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | No change | 40,156 | 1,644 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 39,582 | 1,621 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 39,344 | 1,611 | 0.52% | 0.52% | 94 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 37,225 | 1,524 | 1.17% | 1.17% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gallacher Capital Management LLC | History | No change | 36,026 | 1,475 | 0.83% | 0.83% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SHP Wealth Management | History | No change | 35,220 | 1,442 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 32,620 | 1,336 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 31,468 | 1,288 | 0.95% | 0.95% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 31,371 | 1,284 | 0.42% | 0.42% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | No change | 30,564 | 1,251 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wedmont Private Capital | History | No change | 30,281 | 1,250 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 29,659 | 1,214 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 29,375 | 1,203 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 28,157 | 1,153 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,520 | 1,086 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 25,321 | 1,038 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 24,955 | 1,022 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 24,516 | 1,004 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 22,320 | 914 | 0.42% | 0.42% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 21,783 | 892 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,532 | 840 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 19,254 | 788 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Advisors, LLC | History | No change | 17,935 | 734 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seascape Capital Management | History | No change | 17,169 | 703 | 0.17% | 0.17% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LexAurum Advisors, LLC | History | No change | 17,012 | 696 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,139 | 661 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 16,150 | 661 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 16,085 | 658 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 15,579 | 638 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,421 | 631 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 15,341 | 628 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 15,215 | 623 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14,240 | 583 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 13,489 | 559 | 0.05% | 0.02% | 125 | +9,282 | 220.63% | Q3 2026 | Oct 01, 2026 |
| HORAN Wealth, LLC | History | No change | 13,264 | 543 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 13,097 | 540 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Archer Investment Management, LLC | History | No change | 12,916 | 529 | 0.18% | 0.18% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 12,894 | 528 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 12,802 | 524 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Inspire Advisors, LLC | History | No change | 11,519 | 471 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,392 | 466 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 11,245 | 460 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 10,208 | 418 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 10,000 | 409 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 9,960 | 407 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,535 | 390 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orgel Wealth Management, LLC | History | No change | 9,445 | 386 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 9,354 | 383 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LCW Services, LLC | History | No change | 8,856 | 362 | 0.16% | 0.16% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 8,500 | 348 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,438 | 345 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,392 | 343 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dala Group, LLC | History | No change | 8,185 | 335 | 0.28% | 0.28% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | No change | 7,786 | 322 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,447 | 305 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 7,079 | 289 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XML Financial, LLC | History | No change | 6,912 | 283 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 6,572 | 271 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 6,575 | 269 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 6,375 | 261 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,276 | 257 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,280 | 257 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 5,988 | 245 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,764 | 236 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Magnus Financial Group LLC | History | No change | 5,434 | 222 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | No change | 5,215 | 213 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBE Wealth Management, LLC | History | No change | 5,171 | 211 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mendel Capital Management LLC | History | No change | 5,078 | 207 | 0.09% | 0.09% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 5,063 | 207 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,043 | 206 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,305 | 135 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| 10Elms LLP | History | No change | 2,503 | 102 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,741 | 71 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,629 | 66 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 1,620 | 66 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,517 | 62 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,372 | 56 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 1,367 | 55 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 1,046 | 42 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GAMMA Investing LLC | History | No change | 1,006 | 41 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 973 | 39 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 887 | 36 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Operose Advisors LLC | History | No change | 800 | 32 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 725 | 29 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 700 | 28 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 668 | 27 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monetary Solutions, Ltd | History | No change | 671 | 27 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 615 | 25 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 610 | 24 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ancora Advisors LLC | History | No change | 563 | 23 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 520 | 21 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pflug Koory, LLC | History | No change | 516 | 21 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 526 | 21 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 500 | 20 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 495 | 20 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 460 | 18 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 413 | 16 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 405 | 16 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 338 | 13 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wagner Wealth Management, LLC | History | No change | 170 | 6 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 155 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighMark Wealth Management LLC | History | No change | 156 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atomic Invest LLC | History | No change | 164 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 157 | 6 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 129 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 103 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Piscataqua Savings Bank | History | No change | 115 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COUNTRY TRUST BANK | History | No change | 72 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |