iSHARES TRUST - IPAC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue Trust, Inc. | History | No change | 5,977,443 | 489,731 | 5.13% | 5.13% | 1 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,844,032 | 232,841 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,677,633 | 219,378 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,202,282 | 98,502 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,094,986 | 89,712 | 0.13% | 0.13% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,026,218 | 84,078 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 940,857 | 77,084 | 0.13% | 0.13% | 7 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 654,722 | 53,641 | 0.47% | 0.47% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 610,501 | 50,018 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elm Partners Management LLC | History | No change | 533,830 | 43,736 | 1.57% | 1.57% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 404,717 | 33,158 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 334,311 | 27,382 | 1.09% | 1.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 261,853 | 21,453 | 3.97% | 3.97% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 254,769 | 20,872 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 226,260 | 18,537 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 225,182 | 18,449 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roberts Financial Services LLC | History | No change | 208,888 | 17,114 | 5.01% | 5.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 204,312 | 16,739 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 203,327 | 16,658 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 190,959 | 15,645 | 1.54% | 1.54% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 182,292 | 14,935 | 0.86% | 0.86% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 163,132 | 13,365 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 151,502 | 12,412 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Edge Capital, LLC | History | No change | 148,371 | 12,156 | 1.46% | 1.46% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 146,502 | 12,003 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 140,969 | 11,549 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Garde Capital, Inc. | History | No change | 138,788 | 11,370 | 0.51% | 0.51% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GenTrust, LLC | History | No change | 132,979 | 10,894 | 0.42% | 0.42% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 109,734 | 8,990 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 105,514 | 8,644 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 101,789 | 8,339 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 88,899 | 7,283 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbus Macro, LLC | History | No change | 88,047 | 7,213 | 0.7% | 0.7% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 77,364 | 6,348 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integris Wealth Management, LLC | History | No change | 72,703 | 5,956 | 1.2% | 1.2% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 71,814 | 5,883 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 70,357 | 5,764 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 65,760 | 5,387 | 0.87% | 0.87% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 65,203 | 5,342 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ES4, LLC | History | No change | 51,646 | 4,231 | 2.22% | 2.22% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 41,057 | 3,363 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FDx Advisors, Inc. | History | No change | 38,988 | 3,194 | 0.96% | 0.96% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 33,871 | 2,775 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Denver PWM, LLC | History | No change | 29,978 | 2,592 | 0.85% | 0.85% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Millington Financial Advisors, LLC | History | No change | 31,319 | 2,538 | 1.0% | 1.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 30,758 | 2,520 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 29,553 | 2,421 | 0.26% | 0.26% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 28,683 | 2,350 | 0.93% | 0.93% | 48 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 28,089 | 2,301 | 0.35% | 0.35% | 49 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 27,892 | 2,285 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 25,132 | 2,059 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 25,132 | 2,059 | 0.23% | 0.23% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Financial Private Client, LLC | History | No change | 24,134 | 1,977 | 0.54% | 0.54% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Family Legacy, Inc. | History | No change | 23,186 | 1,899 | 0.51% | 0.51% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PAX Financial Group, LLC | History | No change | 21,256 | 1,741 | 0.26% | 0.26% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vontobel Holding Ltd. | History | No change | 20,694 | 1,695 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,236 | 1,657 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security National Bank | History | No change | 20,066 | 1,644 | 0.2% | 0.2% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 19,262 | 1,578 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobs Equity LLC | History | No change | 18,903 | 1,548 | 1.07% | 1.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 18,884 | 1,547 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 18,257 | 1,495 | 0.85% | 0.85% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LVZ, Inc. | History | No change | 17,776 | 1,456 | 0.15% | 0.15% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 17,579 | 1,440 | 0.5% | 0.5% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,503 | 1,352 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calydon Capital | History | No change | 14,622 | 1,197 | 0.18% | 0.18% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,462 | 1,184 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 16,589 | 1,098 | 0.39% | 0.39% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTED ADVISORS | History | No change | 13,077 | 1,071 | 0.95% | 0.95% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 12,464 | 1,021 | 0.54% | 0.54% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 12,129 | 993 | 0.85% | 0.85% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 12,039 | 986 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tanager Wealth Management LLP | History | No change | 11,574 | 948 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,565 | 865 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 10,543 | 863 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Yoffe Investment Management, LLC | History | No change | 9,295 | 761 | 0.87% | 0.87% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Element Wealth, LLC | History | No change | 9,266 | 759 | 0.28% | 0.28% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Selby Wealth Management, LLC | History | No change | 9,086 | 744 | 0.26% | 0.26% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 8,955 | 733 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 8,906 | 729 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,814 | 722 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 8,476 | 694 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 8,398 | 688 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,338 | 683 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 8,317 | 681 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 8,204 | 672 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Caprock Group, LLC | History | No change | 7,944 | 650 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Williams & Novak, LLC | History | No change | 7,766 | 636 | 0.42% | 0.42% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Balefire, LLC | History | No change | 7,737 | 633 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,715 | 632 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,612 | 621 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,592 | 621 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bank OZK | History | No change | 7,467 | 611 | 0.18% | 0.18% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| US BANCORP \DE\ | History | No change | 7,165 | 587 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,887 | 564 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 6,501 | 532 | 0.57% | 0.57% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,136 | 502 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 6,110 | 500 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rehmann Capital Advisory Group | History | No change | 6,089 | 498 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 5,808 | 475 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,608 | 459 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 5,493 | 450 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 5,519 | 448 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 5,397 | 443 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,398 | 442 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 5,310 | 435 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 5,045 | 413 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,887 | 400 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,838 | 396 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 4,784 | 391 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,653 | 381 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 4,498 | 368 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 4,341 | 355 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 4,288 | 351 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,231 | 346 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,057 | 332 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,981 | 326 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 3,986 | 326 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 3,912 | 320 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Southland Equity Partners LLC | History | No change | 3,906 | 319 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,783 | 309 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,739 | 306 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,707 | 303 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,617 | 296 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | No change | 3,554 | 291 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3,369 | 276 | 0.15% | 0.15% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,331 | 272 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,189 | 261 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allie Family Office LLC | History | No change | 3,167 | 259 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 3,109 | 254 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,981 | 244 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 2,981 | 244 | 0.14% | 0.14% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | No change | 3,044 | 243 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 2,900 | 237 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 2,892 | 236 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 2,854 | 233 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,672 | 218 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Opus Financial Solutions LLC | History | No change | 2,565 | 210 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHANNEL WEALTH LLC | History | No change | 2,462 | 201 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balance Wealth Partners LLC | History | No change | 2,457 | 201 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,080 | 170 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,784 | 146 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gleason Group, Inc. | History | No change | 1,752 | 143 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,615 | 132 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,291 | 105 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 1,240 | 101 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 1,200 | 98 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVA Family Office, LLC | History | No change | 1,085 | 88 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 879 | 72 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 723 | 59 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 710 | 58 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 628 | 51 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 575 | 47 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Coston, McIsaac & Partners | History | No change | 507 | 41 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 488 | 39 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kings Path Partners LLC | History | No change | 483 | 39 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 409 | 33 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | No change | 395 | 32 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 382 | 31 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 363 | 29 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 349 | 28 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 314 | 25 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 301 | 24 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 246 | 20 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 202 | 16 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dunhill Financial, LLC | History | No change | 194 | 15 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | No change | 175 | 14 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 157 | 12 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 149 | 12 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 154 | 12 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 124 | 10 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 125 | 10 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 120 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 75 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 71 | 5 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 52 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 52 | 4 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BankPlus Trust Department | History | No change | 38 | 3 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Go Invest LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 17 | 1 | 0.0% | — | 185 | +8 | 88.89% | Q3 2026 | Oct 05, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Princeton Global Asset Management LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Realta Investment Advisors | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |