iSHARES TRUST - ISTB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Acorns Advisers, LLC | History | No change | 12,768,271 | 616,069 | 4.02% | 4.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 7,755,189 | 374,187 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 5,549,725 | 267,774 | 0.54% | 0.54% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,625,257 | 126,668 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 2,603,382 | 124,728 | 7.35% | 7.35% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,421,615 | 116,842 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,057,377 | 99,371 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 1,409,398 | 68,003 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 1,370,384 | 66,121 | 3.21% | 3.21% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Townsend & Associates, Inc | History | No change | 1,240,631 | 59,624 | 5.08% | 5.08% | 10 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 1,213,739 | 58,562 | 3.53% | 3.53% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LJI Wealth Management, LLC | History | No change | 1,198,694 | 57,836 | 8.1% | 8.1% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 1,144,207 | 55,207 | 12.05% | 12.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 1,124,285 | 54,021 | 6.83% | 6.83% | 14 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MORGAN STANLEY | History | No change | 1,119,504 | 54,016 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Planning, Inc. | History | No change | 1,098,252 | 52,990 | 12.15% | 12.15% | 16 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trust Point Inc. | History | No change | 1,096,210 | 52,892 | 4.49% | 4.49% | 17 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Apella Capital, LLC | History | No change | 1,085,686 | 52,178 | 0.74% | 0.74% | 18 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | No change | 983,998 | 47,477 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 967,738 | 46,741 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 941,481 | 45,426 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | No change | 874,816 | 42,209 | 2.88% | 2.88% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | No change | 852,550 | 41,135 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 852,449 | 41,130 | 0.51% | 0.51% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 711,800 | 34,344 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 688,511 | 33,124 | 15.63% | 15.63% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 674,028 | 32,524 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | No change | 644,170 | 31,081 | 0.73% | 0.73% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 612,142 | 29,535 | 0.6% | 0.6% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 609,935 | 29,429 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Courage Miller Partners, LLC | History | No change | 594,284 | 28,674 | 7.57% | 7.57% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIM, LLC | History | No change | 553,486 | 26,705 | 3.45% | 3.45% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 552,509 | 26,658 | 0.95% | 0.95% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 543,043 | 26,202 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abundance Wealth Counselors | History | No change | 506,326 | 24,430 | 1.59% | 1.59% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 499,846 | 24,091 | 2.77% | 2.77% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 443,088 | 21,378 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 442,762 | 21,363 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 440,393 | 21,248 | 3.92% | 3.92% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 414,929 | 20,020 | 4.32% | 4.32% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Factor Wealth Management LTD | History | No change | 407,283 | 19,651 | 2.97% | 2.97% | 41 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 359,263 | 17,334 | 5.35% | 5.35% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Omega Financial Group, LLC | History | No change | 343,682 | 16,582 | 5.05% | 5.05% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IRON Financial LLC | History | No change | 329,734 | 15,909 | 6.57% | 6.57% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 328,255 | 15,838 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 328,042 | 15,828 | 13.04% | 13.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 318,545 | 15,369 | 5.64% | 5.64% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 294,769 | 14,222 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 270,975 | 13,074 | 8.8% | 8.8% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 262,339 | 12,657 | 0.98% | 0.98% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 261,384 | 12,611 | 3.84% | 3.84% | 51 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ballast Financial Advisors LLC | History | No change | 248,050 | 11,968 | 10.83% | 10.83% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 228,646 | 11,032 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fonville Wealth Management LLC | History | No change | 226,567 | 10,931 | 1.79% | 1.79% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 221,164 | 10,671 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 217,189 | 10,479 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 213,388 | 10,295 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 210,758 | 10,169 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 200,821 | 9,689 | 0.26% | 0.26% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 191,066 | 9,218 | 2.22% | 2.22% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 189,256 | 9,132 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 185,878 | 8,968 | 2.75% | 2.75% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 184,109 | 8,883 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 178,541 | 8,614 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 176,901 | 8,535 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 165,397 | 7,980 | 0.26% | 0.26% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 159,137 | 7,678 | 2.46% | 2.46% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Independence Financial Advisors, LLC | History | No change | 152,851 | 7,375 | 1.91% | 1.91% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 151,828 | 7,325 | 1.91% | 1.91% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JGP Wealth Management, LLC | History | No change | 150,065 | 7,240 | 0.65% | 0.65% | 70 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WASHINGTON TRUST BANK | History | No change | 146,947 | 7,090 | 0.5% | 0.5% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 144,939 | 6,993 | 3.14% | 3.14% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Values First Advisors, Inc. | History | No change | 144,740 | 6,983 | 3.19% | 3.19% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 143,802 | 6,938 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 141,607 | 6,832 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 140,922 | 6,767 | 4.22% | 4.22% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Townsend Financial Planning, LLC | History | No change | 140,081 | 6,758 | 5.89% | 5.89% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 132,987 | 6,416 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 131,010 | 6,321 | 4.43% | 4.43% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Providence First Trust Co | History | No change | 130,588 | 6,300 | 1.76% | 1.76% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1832 Asset Management L.P. | History | No change | 126,121 | 6,085 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 123,897 | 5,978 | 0.44% | 0.44% | 82 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SEEDS INVESTOR LLC | History | No change | 123,851 | 5,975 | 0.61% | 0.61% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brio Consultants, LLC | History | No change | 123,399 | 5,954 | 0.7% | 0.7% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 120,890 | 5,832 | 0.6% | 0.6% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AtlasMark Financial, Inc | History | No change | 115,402 | 5,568 | 2.74% | 2.74% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | No change | 114,838 | 5,540 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 112,066 | 5,407 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 111,009 | 5,331 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| eCIO, Inc. | History | No change | 107,864 | 5,204 | 1.46% | 1.46% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 107,688 | 5,195 | 0.97% | 0.97% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 105,786 | 5,104 | 2.36% | 2.36% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 103,207 | 4,979 | 0.57% | 0.57% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 102,766 | 4,958 | 2.56% | 2.56% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 101,628 | 4,903 | 2.0% | 2.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lutz Financial Services LLC | History | No change | 96,229 | 4,643 | 0.28% | 0.28% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 93,345 | 4,503 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 92,558 | 4,465 | 0.33% | 0.33% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 92,217 | 4,449 | 1.56% | 1.56% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 92,160 | 4,446 | 3.42% | 3.42% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PEOPLES BANK /OH | History | No change | 88,527 | 4,271 | 2.2% | 2.2% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 87,575 | 4,225 | 0.33% | 0.33% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 85,185 | 4,110 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 84,638 | 4,083 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCM ADVISORS, LLC | History | No change | 84,993 | 4,074 | 0.79% | 0.79% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investment Advisory Group, LLC | History | No change | 83,817 | 4,044 | 0.88% | 0.88% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 82,364 | 3,974 | 1.24% | 1.24% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 79,682 | 3,844 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 77,610 | 3,744 | 0.37% | 0.37% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 77,274 | 3,728 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 75,402 | 3,638 | 2.53% | 2.53% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 75,071 | 3,622 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Wealth Partners, LLC | History | No change | 74,735 | 3,605 | 0.51% | 0.51% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 73,201 | 3,531 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITY HOLDING CO | History | No change | 71,925 | 3,470 | 0.39% | 0.39% | 115 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 71,606 | 3,455 | 0.45% | 0.45% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 70,887 | 3,420 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shepherd Street Advisors LLC | History | No change | 65,355 | 3,143 | 2.76% | 2.76% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiduciary Group, LLC | History | No change | 60,998 | 2,943 | 0.23% | 0.23% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 60,474 | 2,917 | 0.35% | 0.35% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 59,700 | 2,880 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MKT Advisors LLC | History | No change | 59,455 | 2,857 | 0.89% | 0.89% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BCGM Wealth Management, LLC | History | No change | 56,372 | 2,719 | 0.57% | 0.57% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sunesis Advisors, LLC | History | No change | 55,021 | 2,654 | 1.1% | 1.1% | 124 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 52,973 | 2,555 | 0.78% | 0.78% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 52,394 | 2,528 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 51,424 | 2,481 | 0.44% | 0.44% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 51,052 | 2,463 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Turn8 Private Wealth Inc. | History | No change | 50,179 | 2,421 | 1.62% | 1.62% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stone House Investment Management, LLC | History | No change | 49,861 | 2,405 | 0.32% | 0.32% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smithfield Trust Co | History | No change | 49,789 | 2,403 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 49,582 | 2,392 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Argent Advisors, Inc. | History | No change | 48,834 | 2,356 | 0.59% | 0.59% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 47,383 | 2,286 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 45,175 | 2,179 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chatterton & Associates Inc. | History | No change | 45,018 | 2,163 | 1.27% | 1.27% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TD Capital Management LLC | History | No change | 42,999 | 2,074 | 0.17% | 0.17% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eukles Asset Management | History | No change | 42,934 | 2,071 | 0.85% | 0.85% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XY Planning Network, Inc. | History | No change | 42,588 | 2,054 | 0.26% | 0.26% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Park Place Capital Corp | History | No change | 41,293 | 1,992 | 0.32% | 0.32% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 39,819 | 1,921 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 39,107 | 1,886 | 0.86% | 0.86% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 37,958 | 1,831 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Goldstone Financial Group, LLC | History | No change | 37,158 | 1,792 | 0.16% | 0.16% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 36,971 | 1,783 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 36,554 | 1,764 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 36,499 | 1,761 | 0.1% | 0.1% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 36,101 | 1,741 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 34,144 | 1,647 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 34,129 | 1,646 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FC Advisory LLC | History | Added to | 34,307 | 1,621 | 0.42% | 0.39% | 151 | +3,704 | 12.1% | Q3 2026 | Oct 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 32,642 | 1,574 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 31,534 | 1,521 | 0.82% | 0.82% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 31,096 | 1,500 | 0.14% | 0.14% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 30,025 | 1,448 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bellwether Advisors, LLC | History | No change | 29,887 | 1,442 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICUS CAPITAL | History | No change | 29,810 | 1,438 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 29,525 | 1,424 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Joseph Group Capital Management | History | No change | 29,253 | 1,411 | 0.3% | 0.3% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 27,801 | 1,341 | 0.36% | 0.36% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 27,283 | 1,316 | 0.5% | 0.5% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthfront Advisers LLC | History | No change | 26,843 | 1,295 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 26,291 | 1,268 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Darden Wealth Group Inc | History | No change | 26,127 | 1,260 | 0.5% | 0.5% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 25,898 | 1,249 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE JEAN FINANCIAL LLC | History | No change | 25,698 | 1,239 | 0.86% | 0.86% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 25,576 | 1,234 | 0.93% | 0.93% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 25,364 | 1,223 | 0.16% | 0.16% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SHP Wealth Management | History | No change | 25,162 | 1,214 | 0.08% | 0.08% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Research LLC | History | No change | 24,592 | 1,186 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 24,354 | 1,175 | 0.42% | 0.42% | 171 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Essex Financial Services, Inc. | History | No change | 23,829 | 1,149 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 23,272 | 1,122 | 0.74% | 0.74% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Group, Inc. | History | No change | 22,874 | 1,103 | 0.58% | 0.58% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WIN ADVISORS, INC | History | No change | 22,621 | 1,091 | 0.39% | 0.39% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vantage Point Financial LLC | History | No change | 22,294 | 1,075 | 0.33% | 0.33% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Bank | History | No change | 22,225 | 1,072 | 0.23% | 0.23% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Weaver Consulting Group | History | No change | 22,015 | 1,062 | 0.22% | 0.22% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 21,598 | 1,042 | 0.1% | 0.1% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 21,360 | 1,030 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 21,084 | 1,017 | 0.22% | 0.22% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 20,936 | 1,010 | 0.7% | 0.7% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 20,845 | 1,005 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 20,558 | 991 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,790 | 954 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Columbus Macro, LLC | History | No change | 19,481 | 939 | 0.09% | 0.09% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 18,646 | 899 | 0.6% | 0.6% | 187 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18,455 | 890 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 18,318 | 883 | 0.3% | 0.3% | 189 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 18,129 | 874 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ABLE Financial Group, LLC | History | No change | 17,905 | 863 | 0.14% | 0.14% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Composition Wealth, LLC | History | No change | 17,860 | 861 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,800 | 858 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 17,673 | 853 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 17,647 | 851 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 17,389 | 839 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 17,301 | 831 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 17,178 | 829 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HEADINVEST, LLC | History | No change | 16,807 | 810 | 0.15% | 0.15% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rather & Kittrell, Inc. | History | No change | 16,539 | 798 | 0.11% | 0.11% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | No change | 16,398 | 791 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stone Summit Wealth LLC | History | No change | 16,200 | 781 | 0.2% | 0.2% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 16,030 | 773 | 0.1% | 0.1% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 16,040 | 773 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,616 | 753 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 15,584 | 751 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 15,460 | 745 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | No change | 15,378 | 741 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunburst Financial Group, LLC | History | No change | 15,001 | 723 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lido Advisors, LLC | History | No change | 14,953 | 721 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First PREMIER Bank | History | No change | 14,921 | 720 | 0.12% | 0.12% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 14,898 | 718 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 14,688 | 708 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 14,033 | 677 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 14,043 | 677 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 13,999 | 675 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 13,401 | 646 | 0.18% | 0.18% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DORVAL Corp | History | No change | 13,290 | 641 | 0.18% | 0.18% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Evensky & Katz LLC | History | No change | 13,264 | 640 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Opus Capital Group, LLC | History | No change | 12,795 | 617 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 12,713 | 613 | 0.15% | 0.15% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 12,689 | 612 | 0.22% | 0.22% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,612 | 608 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 12,468 | 601 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,396 | 598 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 12,343 | 595 | 0.46% | 0.46% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Financial Advisory LLC | History | No change | 11,642 | 561 | 0.11% | 0.11% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,573 | 558 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commerce Advisors, LLC | History | No change | 11,188 | 539 | 0.29% | 0.29% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 11,072 | 534 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,061 | 533 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 10,950 | 524 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SigFig Wealth Management, LLC | History | No change | 10,563 | 510 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M Holdings Securities, Inc. | History | No change | 10,550 | 508 | 0.07% | 0.07% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Portfolios, Inc. | History | No change | 10,477 | 505 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 10,433 | 503 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Financial Private Client, LLC | History | No change | 10,424 | 502 | 0.14% | 0.14% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aviance Capital Partners, LLC | History | No change | 10,207 | 492 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 9,965 | 480 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | No change | 9,961 | 480 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 9,657 | 465 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 9,460 | 456 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vise Technologies, Inc. | History | No change | 9,433 | 455 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 9,400 | 453 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rede Wealth, LLC | History | No change | 9,058 | 437 | 0.14% | 0.14% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 9,000 | 434 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 8,867 | 427 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,630 | 416 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 8,630 | 416 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 8,484 | 409 | 0.3% | 0.3% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 8,482 | 409 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,458 | 408 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 8,303 | 401 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guidance Point Advisors, LLC | History | No change | 8,267 | 399 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 8,105 | 391 | 0.22% | 0.22% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,990 | 385 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 7,855 | 379 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 7,452 | 359 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,439 | 358 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 7,222 | 348 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Garde Capital, Inc. | History | No change | 7,190 | 346 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,170 | 345 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 7,145 | 344 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 7,114 | 343 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | No change | 6,900 | 332 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pearl Planning LLC | History | No change | 6,883 | 332 | 0.15% | 0.15% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Donor Advised Charitable Giving, Inc. | History | No change | 6,738 | 325 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,628 | 319 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SFMG, LLC | History | No change | 6,576 | 317 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Capital Management LLC | History | No change | 6,589 | 317 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Level Wealth Management LLC | History | No change | 6,572 | 317 | 0.13% | 0.13% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 6,314 | 304 | 0.17% | 0.17% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,321 | 303 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 6,285 | 303 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colonial Trust Advisors | History | No change | 6,249 | 301 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,247 | 301 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 6,178 | 298 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 6,150 | 296 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TrueWealth Financial Partners | History | No change | 6,100 | 294 | 0.12% | 0.12% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 6,107 | 294 | 0.12% | 0.12% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 6,072 | 292 | 0.12% | 0.12% | 281 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 6,001 | 290 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | No change | 5,952 | 287 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wagner Wealth Management, LLC | History | No change | 5,968 | 287 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sigma Planning Corp | History | No change | 5,813 | 280 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parsonex Advisory Services, Inc. | History | No change | 5,799 | 280 | 0.24% | 0.24% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,730 | 276 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 5,640 | 272 | 0.2% | 0.2% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 5,599 | 270 | 0.15% | 0.15% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | No change | 5,572 | 268 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFS Partners, LLC | History | No change | 5,432 | 262 | 0.11% | 0.11% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,316 | 256 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 5,290 | 255 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 5,180 | 249 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 5,151 | 248 | 0.04% | 0.04% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Forward, LLC | History | No change | 5,042 | 243 | 0.12% | 0.12% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 5,033 | 242 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 5,000 | 241 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Life Planning Partners, Inc | History | No change | 4,979 | 240 | 0.18% | 0.18% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 4,875 | 235 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |