iSHARES TRUST - IQLT
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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 59,026,522 | 2,924,764 | 1.56% | 1.56% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,152,533 | 849,908 | 0.42% | 0.42% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,377,913 | 712,387 | 0.17% | 0.17% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,077,862 | 548,982 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 7,891,119 | 391,004 | 5.71% | 5.71% | 5 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,526,589 | 372,942 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 6,252,224 | 309,797 | 0.37% | 0.37% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,172,336 | 305,839 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 6,123,953 | 303,441 | 4.0% | 4.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 4,713,571 | 233,557 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 4,314,368 | 213,776 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 4,130,838 | 204,683 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,181,448 | 157,640 | 0.54% | 0.54% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 2,789,127 | 138,201 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,734,970 | 135,517 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HighTower Advisors, LLC | History | No change | 2,154,717 | 106,766 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,164,505 | 106,688 | 0.71% | 0.71% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,903,106 | 94,298 | 0.34% | 0.34% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,706,820 | 84,572 | 5.2% | 5.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,696,115 | 84,042 | 1.02% | 1.02% | 20 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,650,206 | 81,767 | 1.55% | 1.55% | 21 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,650,206 | 81,767 | 1.36% | 1.36% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,566,816 | 77,635 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,564,321 | 77,512 | 0.92% | 0.92% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,420,268 | 70,375 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,385,860 | 68,669 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 1,369,264 | 67,847 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,345,944 | 66,691 | 1.11% | 1.11% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,276,333 | 63,242 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,155,220 | 57,241 | 0.34% | 0.34% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,142,286 | 56,600 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,106,741 | 54,839 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haverford Trust Co | History | No change | 1,095,233 | 54,268 | 0.47% | 0.47% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 1,076,926 | 53,361 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 1,061,444 | 52,594 | 6.68% | 6.68% | 35 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Allen Capital Group, LLC | History | No change | 1,053,465 | 52,199 | 4.25% | 4.25% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Carnegie Investment Counsel | History | No change | 1,014,957 | 50,291 | 1.01% | 1.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 974,936 | 48,308 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RVW Wealth, LLC | History | No change | 958,361 | 47,486 | 3.13% | 3.13% | 39 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Larson Financial Group LLC | History | No change | 945,496 | 46,849 | 1.23% | 1.23% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 906,626 | 44,923 | 5.2% | 5.2% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Unison Advisors LLC | History | No change | 893,135 | 44,254 | 3.09% | 3.09% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Harbor Group, Inc. | History | No change | 880,746 | 43,640 | 5.13% | 5.13% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Coast Investments LLC | History | No change | 874,412 | 43,327 | 12.9% | 12.9% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 822,310 | 40,745 | 0.28% | 0.28% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunburst Financial Group, LLC | History | No change | 812,667 | 40,267 | 6.52% | 6.52% | 46 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 792,666 | 39,276 | 3.54% | 3.54% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wharton Business Group, LLC | History | No change | 779,050 | 38,601 | 1.29% | 1.29% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 773,653 | 38,338 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 719,179 | 35,635 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 704,293 | 34,897 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 700,011 | 34,686 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 698,840 | 34,627 | 0.35% | 0.35% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 697,839 | 34,445 | 1.81% | 1.81% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 638,871 | 31,656 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AGF MANAGEMENT LTD | History | No change | 583,195 | 28,897 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carr Financial Group Corp | History | No change | 573,316 | 28,407 | 6.54% | 6.54% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Foster Group, Inc. | History | No change | 540,922 | 26,802 | 0.71% | 0.71% | 58 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Paragon Capital Management Ltd | History | No change | 535,930 | 26,555 | 5.03% | 5.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCS Capital Management LLC | History | No change | 532,178 | 26,369 | 0.25% | 0.25% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valence8 US LP | History | No change | 527,435 | 26,134 | 8.7% | 8.7% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 519,816 | 25,756 | 2.4% | 2.4% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 517,003 | 25,617 | 2.56% | 2.56% | 63 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Altus Wealth Management, LLC | History | No change | 513,827 | 25,460 | 9.8% | 9.8% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kathmere Capital Management, LLC | History | No change | 512,630 | 25,400 | 1.34% | 1.34% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 508,468 | 25,062 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 483,164 | 23,940 | 2.39% | 2.39% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 477,138 | 23,642 | 3.52% | 3.52% | 68 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 470,381 | 23,307 | 1.44% | 1.44% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Linscomb Wealth, Inc. | History | No change | 461,807 | 22,882 | 0.99% | 0.99% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 459,291 | 22,757 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 451,815 | 22,378 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ledyard National Bank | History | No change | 432,942 | 21,452 | 1.72% | 1.72% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 427,701 | 21,192 | 0.43% | 0.43% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 400,574 | 19,848 | 1.66% | 1.66% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Abundance Wealth Counselors | History | No change | 394,440 | 19,544 | 1.27% | 1.27% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 392,096 | 19,428 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 385,398 | 19,096 | 0.25% | 0.25% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 379,823 | 18,819 | 11.34% | 11.34% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advus Financial Partners, LLC | History | No change | 373,060 | 18,485 | 5.27% | 5.27% | 80 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 365,142 | 18,092 | 1.07% | 1.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 359,565 | 17,816 | 0.33% | 0.33% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frontier Asset Management, LLC | History | No change | 357,755 | 17,726 | 3.17% | 3.17% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inlight Wealth Management, LLC | History | No change | 351,520 | 17,417 | 5.54% | 5.54% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 328,406 | 16,271 | 9.52% | 9.52% | 85 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MBA Advisors LLC | History | No change | 317,950 | 15,754 | 5.3% | 5.3% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 317,383 | 15,726 | 0.4% | 0.4% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intrua Financial, LLC | History | No change | 312,897 | 15,504 | 1.42% | 1.42% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENZI WEALTH | History | No change | 313,267 | 15,462 | 4.9% | 4.9% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 307,058 | 15,214 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | No change | 306,866 | 15,205 | 1.82% | 1.82% | 91 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Colonial Trust Advisors | History | No change | 305,401 | 15,132 | 1.05% | 1.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 305,078 | 15,116 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Interchange Capital Partners, LLC | History | No change | 295,800 | 14,656 | 2.76% | 2.76% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 295,597 | 14,646 | 0.79% | 0.79% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MidFirst Bank | History | No change | 277,660 | 13,758 | 0.98% | 0.98% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marshall Financial Group, LLC | History | No change | 260,992 | 12,932 | 1.89% | 1.89% | 97 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 259,003 | 12,833 | 1.73% | 1.73% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 254,863 | 12,628 | 0.21% | 0.21% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 252,064 | 12,489 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 246,666 | 12,222 | 3.21% | 3.21% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SVRN Asset Management, LLC | History | No change | 243,304 | 12,055 | 6.2% | 6.2% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 240,847 | 11,933 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 233,794 | 11,584 | 0.22% | 0.22% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | No change | 227,789 | 11,286 | 5.32% | 5.32% | 105 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AlTi Global, Inc. | History | No change | 227,761 | 11,285 | 0.23% | 0.23% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 241,247 | 11,152 | 0.18% | 0.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Strategies Group, Inc. | History | No change | 222,912 | 11,058 | 1.76% | 1.76% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Wealth Partners, LLC | History | No change | 222,779 | 11,038 | 1.57% | 1.57% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 220,256 | 10,913 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 214,337 | 10,620 | 0.44% | 0.44% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koenig Investment Advisory, LLC | History | No change | 214,181 | 10,612 | 8.24% | 8.24% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 48,316 | 10,601 | 5.26% | 5.26% | 113 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthspire Retirement, LLC | History | No change | 211,239 | 10,466 | 0.57% | 0.57% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 209,381 | 10,374 | 1.1% | 1.1% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Management, Inc. | History | No change | 207,017 | 10,257 | 8.41% | 8.41% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Planning Strategies Inc. | History | Reduced | 203,219 | 10,053 | 5.95% | 6.4% | 117 | -3,747 | -1.81% | Q3 2026 | Oct 02, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | No change | 202,585 | 10,038 | 5.24% | 5.24% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearview Wealth Management LLC | History | No change | 199,418 | 9,881 | 6.35% | 6.35% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 190,136 | 9,421 | 1.38% | 1.38% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 188,713 | 9,350 | 0.52% | 0.52% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Opulen Financial Group LLC | History | No change | 188,137 | 9,322 | 5.86% | 5.86% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 186,425 | 9,237 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 182,490 | 9,042 | 1.82% | 1.82% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Counsel, LLC | History | No change | 179,380 | 8,888 | 1.1% | 1.1% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 178,701 | 8,854 | 1.74% | 1.74% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parallel Advisors, LLC | History | No change | 164,978 | 8,174 | 0.12% | 0.12% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 163,109 | 8,082 | 1.17% | 1.17% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 162,431 | 8,048 | 1.01% | 1.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 162,127 | 8,034 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auxano Advisors, LLC | History | No change | 161,497 | 8,002 | 1.52% | 1.52% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 159,576 | 7,906 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eagle Strategies LLC | History | No change | 158,192 | 7,838 | 0.78% | 0.78% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BFSG, LLC | History | No change | 155,493 | 7,704 | 0.68% | 0.68% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Financial, LLC | History | No change | 151,067 | 7,485 | 0.88% | 0.88% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BAILARD, INC. | History | No change | 147,917 | 7,329 | 0.15% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MFA Wealth Services | History | No change | 147,176 | 7,292 | 4.36% | 4.36% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 143,225 | 7,097 | 0.27% | 0.27% | 138 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 141,796 | 7,025 | 0.2% | 0.2% | 139 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Colonial Trust Co / SC | History | No change | 141,037 | 6,988 | 0.88% | 0.88% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 139,299 | 6,902 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 137,805 | 6,828 | 0.21% | 0.21% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 137,790 | 6,827 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Calydon Capital | History | No change | 134,228 | 6,651 | 0.97% | 0.97% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 134,098 | 6,644 | 0.24% | 0.24% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 133,921 | 6,635 | 0.66% | 0.66% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 131,926 | 6,536 | 1.56% | 1.56% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 130,849 | 6,483 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Intergy Private Wealth, LLC | History | No change | 130,800 | 6,481 | 1.5% | 1.5% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 130,092 | 6,446 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Reduced | 128,504 | 6,357 | 0.1% | 0.13% | 151 | -47,441 | -26.96% | Q3 2026 | Oct 05, 2026 |
| BankPlus Wealth Management LLC | History | No change | 127,136 | 6,300 | 2.84% | 2.84% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 126,424 | 6,264 | 1.25% | 1.25% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SVB WEALTH LLC | History | No change | 124,256 | 6,156 | 0.39% | 0.39% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 123,090 | 6,099 | 1.75% | 1.75% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WPG Advisers, LLC | History | No change | 122,399 | 6,064 | 3.56% | 3.56% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 122,018 | 6,046 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | No change | 119,677 | 5,929 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 119,025 | 5,897 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 118,867 | 5,889 | 0.28% | 0.28% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 118,515 | 5,872 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 115,586 | 5,727 | 1.46% | 1.46% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Balentine LLC | History | No change | 112,722 | 5,585 | 0.2% | 0.2% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OxenFree Capital LLC | History | No change | 111,864 | 5,533 | 2.54% | 2.54% | 164 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IHT Wealth Management, LLC | History | No change | 111,181 | 5,509 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWE & RUSLING INC | History | No change | 109,205 | 5,411 | 0.31% | 0.31% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 109,000 | 5,400 | 1.93% | 1.93% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 108,416 | 5,372 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 108,195 | 5,361 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bleakley Financial Group, LLC | History | No change | 107,814 | 5,342 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Councilor Wealth, LLC | History | No change | 104,603 | 5,183 | 2.1% | 2.1% | 171 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 103,239 | 5,115 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tacita Capital Inc | History | No change | 102,043 | 5,056 | 2.74% | 2.74% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baron Financial Group, LLC | History | No change | 99,720 | 4,941 | 2.36% | 2.36% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PALLADIEM, LLC | History | No change | 99,191 | 4,914 | 4.77% | 4.77% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 98,568 | 4,884 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SFM, LLC | History | No change | 97,261 | 4,819 | 2.47% | 2.47% | 177 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 96,274 | 4,770 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shum Financial Group, Inc. | History | No change | 95,491 | 4,731 | 2.85% | 2.85% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WARNER FINANCIAL, INC | History | No change | 95,167 | 4,715 | 1.39% | 1.39% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Evensky & Katz LLC | History | No change | 94,610 | 4,688 | 0.24% | 0.24% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Advisory Services, LLC | History | No change | 92,729 | 4,594 | 3.23% | 3.23% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Veridan Wealth LLC | History | No change | 91,594 | 4,538 | 1.54% | 1.54% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 91,455 | 4,531 | 0.5% | 0.5% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Thrive Wealth Management, LLC | History | No change | 91,017 | 4,509 | 0.57% | 0.57% | 185 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Crumly & Associates Inc. | History | No change | 90,578 | 4,488 | 0.86% | 0.86% | 186 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LongView Wealth Management | History | No change | 88,614 | 4,390 | 1.13% | 1.13% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 88,457 | 4,308 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 84,874 | 4,205 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Apella Capital, LLC | History | No change | 84,983 | 4,204 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 83,960 | 4,160 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 83,599 | 4,142 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 83,405 | 4,132 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 83,084 | 4,117 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clearwave Capital, LLC | History | No change | 82,885 | 4,106 | 2.26% | 2.26% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 80,230 | 3,975 | 0.19% | 0.19% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 77,442 | 3,837 | 1.69% | 1.69% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 76,911 | 3,810 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 76,511 | 3,791 | 0.14% | 0.14% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 74,692 | 3,700 | 0.8% | 0.8% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 73,643 | 3,649 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DURANTE & WATERS, LLC | History | No change | 73,093 | 3,621 | 2.37% | 2.37% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 72,907 | 3,612 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Capital Management, LLC | History | No change | 77,910 | 3,601 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 71,853 | 3,560 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 71,795 | 3,557 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 71,405 | 3,538 | 1.62% | 1.62% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockingstone Advisors LLC | History | No change | 71,195 | 3,527 | 1.42% | 1.42% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 68,134 | 3,376 | 0.25% | 0.25% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 67,405 | 3,339 | 1.13% | 1.13% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 66,559 | 3,297 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova R Wealth, Inc. | History | No change | 66,413 | 3,290 | 0.96% | 0.96% | 212 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Professional Financial Advisors, LLC | History | No change | 63,878 | 3,165 | 0.55% | 0.55% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Emerald Advisors, LLC | History | No change | 63,291 | 3,136 | 0.39% | 0.39% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 63,084 | 3,125 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arrowroot Family Office, LLC | History | No change | 62,287 | 3,086 | 0.88% | 0.88% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 62,170 | 3,080 | 1.85% | 1.85% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 62,047 | 3,074 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CLG LLC | History | No change | 61,474 | 3,046 | 0.67% | 0.67% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 61,108 | 3,027 | 2.48% | 2.48% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 60,750 | 3,010 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 59,216 | 2,947 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Capital Management, LLC | History | No change | 59,217 | 2,934 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 58,714 | 2,909 | 2.61% | 2.61% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 58,233 | 2,885 | 0.71% | 0.71% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 56,643 | 2,806 | 0.55% | 0.55% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 56,194 | 2,784 | 0.1% | 0.1% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 56,289 | 2,757 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| My Personal CFO, LLC | History | No change | 55,612 | 2,755 | 1.08% | 1.08% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 54,978 | 2,724 | 0.17% | 0.17% | 230 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 54,448 | 2,697 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 54,923 | 2,697 | 0.56% | 0.56% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 54,379 | 2,694 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Moors & Cabot, Inc. | History | No change | 54,081 | 2,679 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 53,817 | 2,666 | 0.41% | 0.41% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 53,687 | 2,660 | 1.55% | 1.55% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 53,485 | 2,650 | 1.22% | 1.22% | 237 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 53,325 | 2,642 | 0.3% | 0.3% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 51,935 | 2,573 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 51,307 | 2,542 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthfront Advisers LLC | History | No change | 50,737 | 2,514 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | No change | 49,073 | 2,431 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 49,115 | 2,420 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Well Done, LLC | History | No change | 47,639 | 2,360 | 0.32% | 0.32% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 47,387 | 2,348 | 1.81% | 1.81% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 47,240 | 2,340 | 0.25% | 0.25% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 45,216 | 2,336 | 0.61% | 0.61% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 47,204 | 2,317 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 46,365 | 2,297 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 45,607 | 2,259 | 0.7% | 0.7% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 45,435 | 2,251 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 45,084 | 2,233 | 0.12% | 0.12% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 44,390 | 2,199 | 0.18% | 0.18% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PATRON PARTNERS, LLC | History | No change | 43,840 | 2,172 | 0.84% | 0.84% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIAWEALTH, LLC | History | No change | 43,755 | 2,168 | 1.09% | 1.09% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 43,648 | 2,162 | 0.39% | 0.39% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 43,544 | 2,157 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 43,125 | 2,136 | 0.83% | 0.83% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 40,605 | 2,012 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 40,092 | 1,986 | 0.09% | 0.09% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 39,955 | 1,976 | 1.44% | 1.35% | 261 | +5,968 | 17.56% | Q3 2026 | Oct 05, 2026 |
| Integrated Advisors Network LLC | History | No change | 39,799 | 1,972 | 0.09% | 0.09% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TME FINANCIAL, INC. | History | No change | 39,671 | 1,965 | 1.21% | 1.21% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trilogy Capital Inc. | History | No change | 39,653 | 1,964 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,309 | 1,947 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SlateStone Wealth, LLC | History | No change | 39,193 | 1,942 | 0.15% | 0.15% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 40,553 | 1,874 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 36,584 | 1,812 | 1.46% | 1.46% | 268 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Addison Advisors LLC | History | No change | 36,489 | 1,808 | 0.85% | 0.85% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 36,234 | 1,795 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Waverly Advisors, LLC | History | No change | 36,114 | 1,789 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 35,861 | 1,776 | 0.16% | 0.16% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 34,934 | 1,730 | 0.22% | 0.22% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrity Financial Corp /WA | History | No change | 34,371 | 1,703 | 0.81% | 0.81% | 274 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Southland Equity Partners LLC | History | No change | 34,201 | 1,694 | 0.3% | 0.3% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SFI Advisors, LLC | History | No change | 33,876 | 1,678 | 1.45% | 1.45% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 33,590 | 1,664 | 0.31% | 0.31% | 277 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Keystone Financial Group | History | No change | 32,740 | 1,622 | 0.1% | 0.1% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Montis Financial, LLC | History | No change | 32,702 | 1,620 | 0.33% | 0.33% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Squared Financial LLC | History | No change | 32,418 | 1,606 | 1.05% | 1.05% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Financial Partners LLC | History | No change | 32,406 | 1,605 | 0.55% | 0.55% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 32,392 | 1,605 | 0.99% | 0.99% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TAGStone Capital, Inc. | History | No change | 32,263 | 1,598 | 0.51% | 0.51% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 30,225 | 1,597 | 0.5% | 0.5% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | No change | 31,919 | 1,581 | 0.09% | 0.09% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alpine Bank Wealth Management | History | No change | 31,563 | 1,563 | 0.2% | 0.2% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Group Ltd | History | No change | 31,560 | 1,563 | 0.3% | 0.3% | 287 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 31,386 | 1,555 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 31,399 | 1,555 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Berger Financial Group, Inc | History | No change | 31,162 | 1,544 | 0.08% | 0.08% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 31,106 | 1,541 | 0.6% | 0.6% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 30,936 | 1,532 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CoreCap Advisors, LLC | History | No change | 30,874 | 1,529 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 30,669 | 1,519 | 0.31% | 0.31% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RED REEF ADVISORS LLC | History | No change | 30,587 | 1,515 | 1.4% | 1.4% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BIP Wealth, LLC | History | No change | 30,390 | 1,505 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 30,325 | 1,503 | 0.15% | 0.15% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 29,556 | 1,464 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 29,447 | 1,459 | 0.41% | 0.41% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 29,079 | 1,440 | 0.1% | 0.1% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |