iSHARES TRUST - ISCG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | No change | 912,075 | 59,777 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 841,940 | 54,599 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 690,456 | 45,252 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 560,178 | 36,714 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 553,100 | 36,258 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 410,071 | 26,876 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 317,469 | 20,806 | 0.68% | 0.68% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 316,433 | 20,742 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 316,378 | 20,735 | 0.21% | 0.21% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 276,453 | 18,118 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 264,025 | 17,304 | 0.18% | 0.18% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 262,779 | 17,222 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Diamond Financial, LLC | History | No change | 192,806 | 12,636 | 1.11% | 1.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steele Capital Management, Inc. | History | No change | 180,159 | 11,807 | 0.43% | 0.43% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Matrix Trust Co | History | Reduced | 179,901 | 11,006 | 1.6% | 1.71% | 15 | -258 | -0.14% | Q3 2026 | Oct 07, 2026 |
| UBS Group AG | History | No change | 166,628 | 10,920 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 158,473 | 10,386 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 154,376 | 10,117 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 132,530 | 8,686 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 128,722 | 8,436 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ipsen Advisor Group LLC | History | No change | 115,986 | 7,601 | 4.89% | 4.89% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 112,064 | 7,344 | 2.99% | 2.99% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 107,441 | 7,041 | 0.36% | 0.36% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 101,160 | 6,630 | 1.46% | 1.46% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Certified Advisory Corp | History | No change | 98,173 | 6,434 | 0.52% | 0.52% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 84,793 | 5,557 | 4.98% | 4.98% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MRA Advisory Group | History | Reduced | 84,769 | 5,186 | 1.94% | 2.63% | 27 | -26,046 | -23.5% | Q3 2026 | Oct 07, 2026 |
| IAG Wealth Partners, LLC | History | No change | 77,865 | 5,103 | 0.51% | 0.51% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 66,058 | 4,329 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 64,428 | 4,222 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 56,625 | 3,711 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 50,882 | 3,334 | 0.53% | 0.53% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 47,572 | 3,117 | 1.27% | 1.27% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LRI Investments, LLC | History | No change | 45,400 | 2,975 | 0.24% | 0.24% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 44,948 | 2,945 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 41,621 | 2,727 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Diest Capital, LLC | History | No change | 39,034 | 2,558 | 2.29% | 2.29% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key FInancial Inc | History | No change | 36,255 | 2,376 | 0.39% | 0.39% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IEQ CAPITAL, LLC | History | No change | 35,547 | 2,329 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 33,999 | 2,228 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,701 | 2,208 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 30,678 | 2,010 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rodgers & Associates, LTD | History | No change | 29,855 | 1,956 | 0.18% | 0.18% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 28,069 | 1,839 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 27,537 | 1,804 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 28,540 | 1,746 | 0.19% | 0.11% | 47 | +13,962 | 95.77% | Q3 2026 | Oct 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 26,645 | 1,746 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 23,597 | 1,546 | 0.72% | 0.72% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kendall Capital Management | History | No change | 23,500 | 1,540 | 0.26% | 0.26% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 21,366 | 1,400 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 21,304 | 1,396 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 20,553 | 1,347 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Phoenix Wealth Advisors | History | No change | 20,541 | 1,346 | 0.45% | 0.45% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| G&S Capital LLC | History | No change | 19,860 | 1,301 | 0.38% | 0.38% | 54 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Creekside Partners | History | No change | 19,807 | 1,298 | 0.47% | 0.47% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 19,230 | 1,260 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 18,403 | 1,206 | 0.47% | 0.47% | 57 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,184 | 1,060 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 15,661 | 1,026 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,545 | 1,018 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | No change | 15,528 | 1,017 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 15,174 | 994 | 0.26% | 0.26% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 14,337 | 939 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,034 | 854 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 12,456 | 816 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,651 | 813 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 11,674 | 765 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 10,573 | 692 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,488 | 687 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,484 | 687 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | No change | 10,132 | 664 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Synergy Financial Group, LTD | History | No change | 9,745 | 638 | 0.46% | 0.46% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 10,006 | 612 | 0.0% | 0.01% | 74 | -6,273 | -38.53% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 9,594 | 612 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Madison Wealth Partners, Inc | History | No change | 9,195 | 602 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 8,932 | 585 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Courage Miller Partners, LLC | History | No change | 8,757 | 573 | 0.15% | 0.15% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Basepoint Wealth LLC | History | No change | 8,373 | 548 | 0.31% | 0.31% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Allocation Strategies LLC | History | No change | 7,951 | 521 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,926 | 519 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 7,902 | 517 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,901 | 517 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.M. Arbour, LLC | History | No change | 7,689 | 503 | 0.43% | 0.43% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 7,566 | 495 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 7,271 | 477 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | No change | 7,139 | 467 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 6,640 | 435 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 6,601 | 418 | 0.37% | 0.37% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,256 | 409 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,200 | 406 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 5,774 | 378 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 5,699 | 373 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 5,531 | 362 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,466 | 358 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,405 | 354 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 5,396 | 353 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 5,371 | 352 | 0.19% | 0.19% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Breakwater Capital Group | History | Added to | 5,693 | 348 | 0.04% | 0.04% | 98 | +2 | 0.04% | Q3 2026 | Oct 08, 2026 |
| TKG Advisors, LLC | History | No change | 5,059 | 331 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,003 | 327 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,938 | 323 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 4,882 | 319 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,875 | 319 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,791 | 314 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | No change | 4,769 | 312 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,356 | 285 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 4,343 | 284 | 0.15% | 0.15% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 4,072 | 266 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asempa Wealth Advisors | History | No change | 4,305 | 265 | 0.2% | 0.21% | 109 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Opulen Financial Group LLC | History | No change | 4,026 | 263 | 0.17% | 0.17% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,820 | 250 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,820 | 250 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,704 | 242 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keel Point, LLC | History | No change | 3,613 | 236 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 3,601 | 236 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,538 | 231 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 3,441 | 225 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 3,440 | 225 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 3,343 | 219 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,320 | 217 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Towerpoint Wealth, LLC | History | No change | 3,298 | 216 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,277 | 214 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 3,210 | 210 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Everhart Financial Group, Inc. | History | No change | 3,409 | 208 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 3,146 | 206 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wolff Financial Management LLC | History | No change | 3,085 | 202 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,000 | 195 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 2,927 | 191 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,837 | 185 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,601 | 170 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,484 | 161 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,964 | 128 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,944 | 118 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,741 | 114 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 1,607 | 105 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,560 | 102 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Archer Investment Corp | History | No change | 1,352 | 88 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 1,277 | 83 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 1,264 | 82 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,062 | 69 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,063 | 69 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 866 | 56 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 852 | 55 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atomic Invest LLC | History | No change | 606 | 39 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| IFP Advisors, Inc | History | No change | 572 | 37 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 496 | 32 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 414 | 27 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manchester Capital Management LLC | History | No change | 390 | 25 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 343 | 22 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | No change | 343 | 22 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westend Capital Management, LLC | History | No change | 310 | 20 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 292 | 19 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 278 | 18 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PlanVest Financial, Inc | History | No change | 250 | 16 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 209 | 13 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 186 | 12 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 155 | 10 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | No change | 112 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WPG Advisers, LLC | History | No change | 113 | 7 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrity Financial Corp /WA | History | No change | 76 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| GeoWealth Management, LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 46 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 48 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 30 | 1 | 0.0% | — | 166 | +16 | 114.29% | Q3 2026 | Oct 08, 2026 |
| Copia Wealth Management | History | No change | 25 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |