iSHARES TRUST - ISCF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Main Street Research LLC | History | Added to | 2,027,356 | 87,764 | 4.14% | 4.76% | 1 | +68,729 | 3.51% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 774,242 | 33,516 | 0.01% | 0.01% | 2 | +62,617 | 8.8% | Q2 2026 | Aug 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 688,053 | 29,785 | 1.82% | 1.45% | 3 | +40,508 | 6.26% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 500,113 | 21,649 | 0.57% | 0.51% | 4 | +116,540 | 30.38% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 399,825 | 17,308 | 0.01% | 0.01% | 5 | -7,801 | -1.91% | Q2 2026 | Aug 12, 2026 |
| TRB Wealth Management, LLC | History | Added to | 397,446 | 17,205 | 2.29% | 2.27% | 6 | +15,127 | 3.96% | Q2 2026 | Aug 11, 2026 |
| Phoenix Wealth Advisors | History | Added to | 278,022 | 12,035 | 4.06% | 4.33% | 7 | +15,841 | 6.04% | Q2 2026 | Jul 31, 2026 |
| Causey Wealth LLC | History | Added to | 274,582 | 11,886 | 4.65% | 4.86% | 8 | +722 | 0.26% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 271,793 | 11,765 | 0.14% | 0.21% | 9 | -10,556 | -3.74% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 256,093 | 11,086 | 0.02% | 0.03% | 10 | -993 | -0.39% | Q2 2026 | Aug 05, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 231,225 | 10,143 | 1.62% | 1.64% | 11 | +8,587 | 3.86% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Added to | 231,319 | 10,013 | 0.01% | 0.01% | 12 | +52,066 | 29.05% | Q2 2026 | Aug 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 207,092 | 8,965 | 0.09% | 0.07% | 13 | +61,087 | 41.84% | Q2 2026 | Aug 11, 2026 |
| COURIER CAPITAL LLC | History | Added to | 190,869 | 8,262 | 0.41% | 0.42% | 14 | +9,979 | 5.52% | Q2 2026 | Jul 16, 2026 |
| Eagle Strategies LLC | History | Reduced | 180,163 | 7,799 | 0.77% | 0.91% | 15 | -1,626 | -0.89% | Q2 2026 | Jul 21, 2026 |
| SouthState Bank Corp | History | Added to | 177,569 | 7,686 | 0.32% | 0.32% | 16 | +14,299 | 8.76% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 164,366 | 7,115 | 0.22% | 0.02% | 17 | +151,432 | 1170.81% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 159,583 | 6,908 | 0.01% | 0.01% | 18 | +16,847 | 11.8% | Q2 2026 | Aug 12, 2026 |
| McAdam, LLC | History | Reduced | 148,750 | 6,439 | 0.25% | 0.3% | 19 | -10,101 | -6.36% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 145,343 | 6,291 | 0.03% | 0.03% | 20 | -3,205 | -2.16% | Q2 2026 | Aug 18, 2026 |
| Cerity Partners LLC | History | Reduced | 131,059 | 5,673 | 0.01% | 0.01% | 21 | -1,900 | -1.43% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 127,193 | 5,506 | 0.34% | 0.37% | 22 | -1,732 | -1.34% | Q2 2026 | Jul 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 121,298 | 5,251 | 0.49% | 0.57% | 23 | +243 | 0.2% | Q2 2026 | Jul 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 114,460 | 4,954 | 0.02% | 0.04% | 24 | -25,872 | -18.44% | Q2 2026 | Aug 11, 2026 |
| Williams & Novak, LLC | History | Added to | 110,204 | 4,770 | 3.15% | 1.86% | 25 | +51,830 | 88.79% | Q2 2026 | Jul 08, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 104,448 | 4,521 | 0.66% | 0.71% | 26 | -4,387 | -4.03% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 101,461 | 4,392 | 0.01% | 0.01% | 27 | +9,762 | 10.65% | Q2 2026 | Aug 07, 2026 |
| White Wing Wealth Management | History | Added to | 89,517 | 3,875 | 2.02% | 2.15% | 28 | +3,886 | 4.54% | Q2 2026 | Jul 08, 2026 |
| Financial Freedom, LLC | History | Added to | 80,592 | 3,488 | 1.6% | 1.5% | 29 | +8,511 | 11.81% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 79,035 | 3,421 | 0.0% | 0.0% | 30 | +8,440 | 11.96% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 78,282 | 3,388 | 0.0% | 0.0% | 31 | -4,846 | -5.83% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 77,646 | 3,361 | 0.0% | 0.01% | 32 | -20,632 | -20.99% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 74,742 | 3,235 | 0.0% | 0.0% | 33 | +62,731 | 522.28% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 71,491 | 3,094 | 0.0% | 0.0% | 34 | +542 | 0.76% | Q2 2026 | Sep 23, 2026 |
| Intrua Financial, LLC | History | Added to | 69,266 | 2,998 | 0.27% | 0.26% | 35 | +7,903 | 12.88% | Q2 2026 | Jul 24, 2026 |
| JBF Capital, Inc. | History | No change | 56,312 | 2,437 | 0.32% | 0.35% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 55,975 | 2,423 | 0.02% | 0.02% | 37 | -1,567 | -2.72% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 53,214 | 2,303 | 0.0% | 0.0% | 38 | -769 | -1.42% | Q2 2026 | Aug 19, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 53,150 | 2,300 | 0.5% | 0.57% | 39 | -3,954 | -6.92% | Q2 2026 | Jul 22, 2026 |
| KWB Wealth | History | Added to | 51,346 | 2,222 | 0.19% | 0.14% | 40 | +17,197 | 50.36% | Q2 2026 | Jul 10, 2026 |
| Faithward Advisors, LLC | History | Added to | 51,063 | 2,210 | 0.27% | 0.13% | 41 | +28,426 | 125.57% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 44,061 | 1,907 | 0.0% | 0.0% | 42 | -12,470 | -22.06% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 43,524 | 1,884 | 0.59% | 0.64% | 43 | -813 | -1.83% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,993 | 1,861 | 0.0% | 0.0% | 44 | +2,858 | 7.12% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Added to | 40,916 | 1,771 | 0.21% | 0.2% | 45 | +5,975 | 17.1% | Q2 2026 | Jul 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 39,083 | 1,692 | 0.02% | 0.02% | 46 | -723 | -1.82% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 37,123 | 1,607 | 0.0% | 0.0% | 47 | +1,085 | 3.01% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 35,340 | 1,529 | 0.01% | 0.01% | 48 | +239 | 0.68% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 34,684 | 1,501 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | Reduced | 32,076 | 1,388 | 0.01% | 0.01% | 50 | -32 | -0.1% | Q2 2026 | Aug 14, 2026 |
| Horizon Investment Services, LLC | History | Added to | 32,029 | 1,386 | 0.39% | 0.46% | 51 | +561 | 1.78% | Q2 2026 | Aug 06, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 29,444 | 1,274 | 0.38% | 0.41% | 52 | -337 | -1.13% | Q2 2026 | Aug 12, 2026 |
| Layline Advisors, LLC | History | Added to | 29,305 | 1,268 | 1.14% | 1.17% | 53 | +4,175 | 16.61% | Q2 2026 | Aug 20, 2026 |
| Certified Advisory Corp | History | Reduced | 29,186 | 1,263 | 0.1% | 0.11% | 54 | -774 | -2.58% | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,241 | 1,223 | 0.0% | 0.0% | 55 | +1,295 | 4.81% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,264 | 1,093 | 0.01% | 0.01% | 56 | +1,000 | 4.12% | Q2 2026 | Aug 17, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 25,068 | 1,085 | 0.63% | 0.64% | 57 | +9 | 0.04% | Q2 2026 | Jul 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 24,437 | 1,059 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Montis Financial, LLC | History | Reduced | 24,009 | 1,039 | 0.21% | 0.23% | 59 | -2,093 | -8.02% | Q2 2026 | Aug 05, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 23,644 | 1,023 | 0.28% | 0.3% | 60 | -556 | -2.3% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 22,963 | 994 | 0.02% | 0.03% | 61 | +140 | 0.61% | Q2 2026 | Jul 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 22,488 | 973 | 0.35% | 0.38% | 62 | +367 | 1.66% | Q2 2026 | Jul 08, 2026 |
| RHS Financial, LLC | History | Reduced | 20,067 | 868 | 0.35% | 0.41% | 63 | -442 | -2.16% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,862 | 859 | 0.0% | 0.0% | 64 | +1,256 | 6.75% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 19,041 | 824 | 0.01% | 0.01% | 65 | +2,714 | 16.62% | Q2 2026 | Sep 08, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 18,914 | 818 | 0.73% | 0.77% | 66 | -363 | -1.88% | Q2 2026 | Jul 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 17,938 | 776 | 0.0% | 0.0% | 67 | +547 | 3.15% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,891 | 774 | 0.0% | 0.0% | 68 | +7,891 | 78.91% | Q2 2026 | Aug 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 17,590 | 761 | 0.7% | 0.77% | 69 | +19 | 0.11% | Q2 2026 | Jul 23, 2026 |
| Stillwater Private Wealth, LLC | History | Reduced | 16,517 | 755 | 0.49% | 1.21% | 70 | -17,830 | -51.91% | Q2 2026 | Aug 13, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 16,868 | 730 | 0.03% | 0.03% | 71 | -50 | -0.3% | Q2 2026 | Aug 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | New | 16,809 | 727 | 0.06% | — | 72 | +16,809 | New | Q2 2026 | Jul 16, 2026 |
| Narus Financial Partners, LLC | History | Added to | 15,807 | 684 | 0.18% | 0.15% | 73 | +2,192 | 16.1% | Q2 2026 | Jul 31, 2026 |
| Savant Capital, LLC | History | New | 14,599 | 651 | 0.0% | — | 74 | +14,599 | New | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 14,814 | 641 | 0.05% | 0.05% | 75 | +1,382 | 10.29% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,661 | 634 | 0.01% | 0.01% | 76 | +86 | 0.59% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 14,123 | 611 | 0.0% | 0.0% | 77 | -948 | -6.29% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,520 | 541 | 0.0% | 0.0% | 78 | -78,682 | -86.27% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,949 | 517 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 11,748 | 508 | 0.14% | 0.13% | 80 | +1,675 | 16.63% | Q2 2026 | Jul 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 11,511 | 498 | 0.0% | 0.01% | 81 | -586 | -4.84% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,526 | 498 | 0.01% | 0.01% | 82 | -417 | -3.49% | Q2 2026 | Aug 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 10,690 | 446 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 10,063 | 435 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,860 | 427 | 0.0% | 0.0% | 85 | +672 | 7.31% | Q2 2026 | Aug 14, 2026 |
| Dynamic Financial Group | History | Added to | 9,570 | 414 | 0.31% | 0.28% | 86 | +1,452 | 17.89% | Q2 2026 | Jul 27, 2026 |
| Ariadne Wealth Management, LP | History | No change | 9,498 | 411 | 0.18% | 0.18% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 9,440 | 408 | 0.0% | 0.0% | 88 | +107 | 1.15% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,435 | 407 | 0.0% | 0.0% | 89 | -190 | -1.97% | Q2 2026 | Aug 12, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Reduced | 9,351 | 405 | 0.4% | 0.39% | 90 | -1,452 | -13.44% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | New | 8,694 | 376 | 0.0% | — | 91 | +8,694 | New | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,614 | 372 | 0.0% | 0.0% | 92 | -1,544 | -15.2% | Q2 2026 | Jul 20, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 8,487 | 369 | 0.05% | 0.05% | 94 | +131 | 1.57% | Q2 2026 | Jul 23, 2026 |
| BROWN ADVISORY INC | History | No change | 8,530 | 369 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,476 | 366 | 0.01% | 0.01% | 95 | -775 | -8.38% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 8,476 | 366 | 0.04% | 0.05% | 96 | -775 | -8.38% | Q2 2026 | Jul 31, 2026 |
| Vantus Wealth LLC | History | New | 8,035 | 347 | 0.19% | — | 97 | +8,035 | New | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,905 | 346 | 0.0% | 0.0% | 98 | +679 | 9.4% | Q2 2026 | Jul 15, 2026 |
| WorthPointe, LLC | History | Reduced | 7,757 | 335 | 0.08% | 0.09% | 99 | -20 | -0.26% | Q2 2026 | Jul 31, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,018 | 303 | 0.01% | 0.01% | 100 | +785 | 12.59% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 6,428 | 278 | 0.18% | 0.18% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 6,386 | 276 | 0.04% | 0.04% | 102 | -179 | -2.73% | Q2 2026 | Jul 24, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 6,093 | 263 | 0.02% | 0.02% | 103 | +163 | 2.75% | Q2 2026 | Aug 11, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 5,951 | 257 | 0.06% | 0.12% | 104 | -4,185 | -41.29% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 5,957 | 257 | 0.02% | 0.02% | 105 | -131 | -2.15% | Q2 2026 | Aug 04, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 5,805 | 251 | 0.05% | 0.1% | 106 | -6,101 | -51.24% | Q2 2026 | Jul 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,691 | 246 | 0.0% | 0.0% | 107 | +119 | 2.14% | Q2 2026 | Jul 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,445 | 236 | 0.01% | 0.01% | 108 | +654 | 13.65% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,345 | 231 | 0.0% | 0.0% | 109 | -1,825 | -25.45% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 5,335 | 230 | 0.01% | — | 110 | +5,335 | New | Q2 2026 | Jul 08, 2026 |
| MORGAN STANLEY | History | Added to | 5,304 | 229 | 0.0% | 0.0% | 111 | +723 | 15.78% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,300 | 229 | 0.0% | 0.0% | 112 | -211 | -3.83% | Q2 2026 | Aug 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,242 | 226 | 0.0% | 0.0% | 113 | +52 | 1.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 4,753 | 205 | 0.01% | — | 114 | +4,753 | New | Q2 2026 | Jul 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 4,690 | 203 | 0.01% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrated Advisors Network LLC | History | New | 4,670 | 202 | 0.01% | — | 116 | +4,670 | New | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 4,360 | 188 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,896 | 168 | 0.0% | 0.0% | 118 | -2,657 | -40.55% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,600 | 113 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 2,467 | 106 | 0.03% | 0.04% | 120 | -216 | -8.05% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | Added to | 2,061 | 89 | 0.0% | 0.0% | 121 | +278 | 15.59% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | Added to | 1,809 | 78 | 0.0% | 0.0% | 122 | +122 | 7.23% | Q2 2026 | Jul 30, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,513 | 65 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | Added to | 834 | 36 | 0.01% | 0.01% | 124 | +66 | 8.59% | Q2 2026 | Aug 04, 2026 |
| BlackRock, Inc. | History | Reduced | 812 | 35 | 0.0% | 0.0% | 126 | -16 | -1.93% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 806 | 35 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 800 | 34 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| US BANCORP \DE\ | History | New | 752 | 32 | 0.0% | — | 128 | +752 | New | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 452 | 19 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 418 | 18 | 0.01% | — | 130 | +418 | New | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | New | 394 | 17 | 0.0% | — | 131 | +394 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 312 | 13 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 233 | 10 | 0.0% | 0.0% | 133 | -97 | -29.39% | Q2 2026 | Jul 24, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 241 | 10 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 237 | 10 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 210 | 9 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 146 | 6 | 0.0% | 0.0% | 137 | -439 | -75.04% | Q2 2026 | Aug 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 128 | 5 | 0.0% | — | 138 | +128 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 81 | 3 | 0.0% | — | 141 | +81 | New | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 77 | 3 | 0.0% | — | 142 | +77 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 78 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | New | 40 | 1 | 0.0% | — | 145 | +40 | New | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 37 | 1 | 0.0% | — | 146 | +37 | New | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | No change | 39 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 1.34% | — | -165,457 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -14,750 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -13,242 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,533 | -100.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,075 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -547 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |