iSHARES TRUST - ITA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
BANK OF AMERICA CORP /DE/ History No change 3,017,072 731,398 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,648,724 642,103 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,318,935 562,156 0.13% 0.13% 3 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,457,545 353,338 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 1,278,993 310,052 2.12% 2.12% 5 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 1,132,506 274,558 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
PeakShares LLC History No change 1,100 266,662 0.2% 0.2% 7 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 786,640 190,697 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 765,331 185,531 0.05% 0.05% 9 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 655,978 159,022 0.04% 0.04% 10 0 0.0% Q2 2026 Sep 23, 2026
ROYAL BANK OF CANADA History No change 617,649 149,730 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 616,653 149,489 0.08% 0.08% 12 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 592,720 143,687 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 562,286 136,309 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 560,045 133,923 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 533,033 129,287 0.15% 0.15% 16 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 494,390 119,850 0.01% 0.01% 17 0 0.0% Q2 2026 Sep 02, 2026
MML INVESTORS SERVICES, LLC History No change 403,807 97,890 0.2% 0.2% 18 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 398,559 96,618 0.09% 0.09% 19 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 366,065 88,741 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 348,483 84,479 0.63% 0.63% 21 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 343,700 83,319 0.1% 0.1% 22 0 0.0% Q2 2026 Jul 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 308,931 74,891 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 271,717 64,337 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 218,958 53,087 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 214,403 51,975 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 207,319 50,258 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 202,455 49,079 0.29% 0.29% 28 0 0.0% Q2 2026 Aug 17, 2026
TRUIST FINANCIAL CORP History No change 193,637 46,941 0.06% 0.06% 29 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 188,688 45,742 0.09% 0.09% 30 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 177,711 43,080 0.04% 0.04% 31 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 169,244 41,028 0.09% 0.09% 32 0 0.0% Q2 2026 Jul 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 161,313 39,105 0.6% 0.6% 33 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 157,421 38,162 0.45% 0.45% 34 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 127,944 31,016 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 126,827 30,745 0.57% 0.57% 36 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History No change 119,943 29,076 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 03, 2026
Point72 Asset Management, L.P. History No change 113,200 27,441 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 109,759 26,607 0.48% 0.48% 39 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Partners, LTD. History No change 98,679 23,921 0.24% 0.24% 40 0 0.0% Q2 2026 Aug 11, 2026
Cadent Capital Advisors, LLC History No change 91,179 22,103 4.56% 4.56% 41 0 0.0% Q2 2026 Jul 13, 2026
Baird Financial Group, Inc. History No change 90,461 21,929 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 12, 2026
MEITAV INVESTMENT HOUSE LTD History No change 90,081 21,837 0.15% 0.15% 43 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 89,817 21,471 0.04% 0.04% 44 0 0.0% Q2 2026 Jul 15, 2026
BARCLAYS PLC History No change 88,191 21,379 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 84,794 20,556 0.13% 0.13% 46 0 0.0% Q2 2026 Jul 20, 2026
Squarepoint Ops LLC History No change 79,530 19,279 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 79,250 19,211 0.09% 0.09% 48 0 0.0% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History No change 72,809 17,655 0.26% 0.26% 49 0 0.0% Q2 2026 Jul 15, 2026
Kestra Advisory Services, LLC History No change 72,782 17,643 0.06% 0.06% 50 0 0.0% Q2 2026 Jul 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 71,785 17,402 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 19, 2026
VESTOR CAPITAL, LLC History No change 191,220 17,325 1.09% 1.09% 52 0 0.0% Q2 2026 Jul 28, 2026
MinichMacGregor Wealth Management, LLC History No change 68,882 16,698 2.53% 2.53% 53 0 0.0% Q2 2026 Jul 16, 2026
360 Financial, Inc. History No change 68,015 16,488 4.19% 4.19% 54 0 0.0% Q2 2026 Aug 11, 2026
Diversify Advisory Services, LLC History No change 66,670 16,261 0.27% 0.27% 55 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 66,670 16,261 0.27% 0.27% 56 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 66,922 16,220 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 64,909 15,735 0.18% 0.18% 58 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 59,421 14,404 0.07% 0.07% 59 0 0.0% Q2 2026 Aug 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 56,892 13,791 0.26% 0.26% 60 0 0.0% Q2 2026 Jul 15, 2026
Stone House Investment Management, LLC History No change 55,650 13,490 1.79% 1.79% 61 0 0.0% Q2 2026 Aug 05, 2026
Arkadios Wealth Advisors History No change 55,500 13,454 0.2% 0.2% 62 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 52,866 12,815 0.11% 0.11% 63 0 0.0% Q2 2026 Jul 27, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 60,788 12,594 0.15% 0.2% 64 -5,220 -7.91% Q3 2026 Oct 05, 2026
WealthCare Investment Partners, LLC History No change 51,841 12,567 3.05% 3.05% 65 0 0.0% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 51,275 12,430 0.18% 0.18% 66 0 0.0% Q2 2026 Aug 11, 2026
SCOTIA CAPITAL INC. History No change 50,883 12,335 0.05% 0.05% 67 0 0.0% Q2 2026 Aug 11, 2026
TD Waterhouse Canada Inc. History No change 48,878 11,909 0.03% 0.03% 68 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 48,121 11,665 0.12% 0.12% 69 0 0.0% Q2 2026 Jul 28, 2026
Creative Planning History No change 47,028 11,400 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 46,429 11,255 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 44,300 10,739 1.33% 1.33% 72 0 0.0% Q2 2026 Aug 05, 2026
Prime Capital Investment Advisors, LLC History No change 43,889 10,639 0.1% 0.1% 73 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 43,602 10,569 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 43,049 10,435 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 12, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 43,008 10,426 1.93% 1.93% 76 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 42,992 10,422 0.06% 0.06% 77 0 0.0% Q2 2026 Jul 20, 2026
J.W. COLE ADVISORS, INC. History No change 39,088 9,475 0.16% 0.16% 78 0 0.0% Q2 2026 Jul 21, 2026
Kraft, Davis & Associates, LLC History No change 39,541 9,459 1.98% 1.98% 79 0 0.0% Q2 2026 Jul 09, 2026
Ignite Planners, LLC History No change 38,600 9,357 1.28% 1.28% 80 0 0.0% Q2 2026 Jul 23, 2026
OPPENHEIMER & CO INC History No change 37,982 9,207 0.1% 0.1% 81 0 0.0% Q2 2026 Aug 03, 2026
MRA Advisory Group History No change 37,956 9,201 3.34% 3.34% 82 0 0.0% Q2 2026 Jul 08, 2026
HARBOUR INVESTMENTS, INC. History No change 37,663 9,129 0.12% 0.12% 83 0 0.0% Q2 2026 Aug 12, 2026
Well Done, LLC History No change 37,594 9,113 1.23% 1.23% 84 0 0.0% Q2 2026 Jul 24, 2026
WNY Asset Management, LLC History No change 35,997 8,726 0.78% 0.78% 85 0 0.0% Q2 2026 Aug 17, 2026
Corient Private Wealth LP History No change 35,171 8,525 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 34,670 8,404 0.43% 0.43% 87 0 0.0% Q2 2026 Jul 31, 2026
Trek Financial, LLC History No change 34,330 8,322 0.41% 0.41% 88 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 34,326 8,321 3.01% 3.01% 89 0 0.0% Q2 2026 Aug 11, 2026
FOCUS Wealth Advisors, LLC History No change 33,667 8,161 3.78% 3.78% 90 0 0.0% Q2 2026 Jul 07, 2026
TSFG, LLC History No change 32,979 7,995 1.01% 1.01% 91 0 0.0% Q2 2026 Jul 23, 2026
CADINHA & CO LLC History No change 32,693 7,925 1.17% 1.17% 92 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 32,463 7,869 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 32,379 7,849 0.19% 0.19% 94 0 0.0% Q2 2026 Aug 11, 2026
ARRIEN INVESTMENTS, INC. History No change 32,282 7,825 3.95% 3.95% 95 0 0.0% Q2 2026 Jul 30, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 31,762 7,699 4.64% 4.64% 96 0 0.0% Q2 2026 Jul 23, 2026
Integrated Wealth Concepts LLC History No change 31,448 7,623 0.05% 0.05% 97 0 0.0% Q2 2026 Sep 08, 2026
Beacon Pointe Advisors, LLC History No change 30,951 7,503 0.03% 0.03% 98 0 0.0% Q2 2026 Aug 18, 2026
EFG International AG History No change 30,735 7,463 0.14% 0.14% 99 0 0.0% Q2 2026 Aug 14, 2026
Bluesphere Advisors LLC History No change 30,772 7,459 2.3% 2.3% 100 0 0.0% Q2 2026 Jul 30, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 31,115 7,456 3.98% 3.98% 101 0 0.0% Q2 2026 Aug 07, 2026
Yarbrough Capital, LLC History No change 30,393 7,367 0.22% 0.22% 102 0 0.0% Q2 2026 Aug 10, 2026
Accel Wealth Management History No change 30,190 7,318 1.65% 1.65% 103 0 0.0% Q2 2026 Jul 10, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 28,932 7,013 0.92% 0.92% 104 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 28,656 6,946 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 13, 2026
PW Nova Financial Services LLC History No change 28,444 6,895 1.48% 1.48% 106 0 0.0% Q2 2026 Jul 29, 2026
BCS Private Wealth Management, Inc. History No change 28,094 6,810 2.05% 2.05% 107 0 0.0% Q2 2026 Jul 31, 2026
BLAIR WILLIAM & CO/IL History No change 27,875 6,757 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 11, 2026
Principle Wealth Partners LLC History No change 27,311 6,620 0.33% 0.33% 109 0 0.0% Q2 2026 Aug 07, 2026
FIFTH THIRD SECURITIES, INC. History No change 27,082 6,565 0.37% 0.37% 110 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Wealth History No change 27,012 6,548 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 26,891 6,518 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 26,886 6,517 0.07% 0.07% 113 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 26,229 6,358 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
PATTEN & PATTEN INC/TN History No change 25,841 6,264 0.33% 0.33% 115 0 0.0% Q2 2026 Aug 05, 2026
Lineweaver Wealth Advisors, LLC History No change 25,782 6,250 0.74% 0.74% 116 0 0.0% Q2 2026 Jul 09, 2026
BROWN ADVISORY INC History No change 25,213 6,112 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 24,907 6,037 0.24% 0.24% 118 0 0.0% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History No change 24,786 6,008 0.03% 0.03% 119 0 0.0% Q2 2026 Sep 23, 2026
CX Institutional History Added to 28,767 5,960 0.16% 0.17% 120 +4,683 19.44% Q3 2026 Oct 02, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 24,472 5,932 4.31% 4.31% 121 0 0.0% Q2 2026 Jul 24, 2026
VICUS CAPITAL History No change 23,722 5,750 0.37% 0.37% 122 0 0.0% Q2 2026 Aug 05, 2026
BANQUE PICTET & CIE SA History No change 23,535 5,715 0.04% 0.04% 123 0 0.0% Q2 2026 Jul 24, 2026
Steele Capital Management, Inc. History No change 23,467 5,688 0.21% 0.21% 124 0 0.0% Q2 2026 Jul 28, 2026
Sigma Planning Corp History No change 23,273 5,641 0.14% 0.14% 125 0 0.0% Q2 2026 Aug 07, 2026
Mosley Wealth Management History No change 23,205 5,625 1.79% 1.79% 126 0 0.0% Q2 2026 Jul 23, 2026
Apollon Financial, LLC History No change 23,157 5,613 0.66% 0.66% 127 0 0.0% Q2 2026 Jul 22, 2026
Ayalon Insurance Comp Ltd. History No change 22,889 5,549 0.68% 0.68% 128 0 0.0% Q2 2026 Jul 13, 2026
Monument Capital Management History No change 22,661 5,493 1.1% 1.1% 129 0 0.0% Q2 2026 Jul 22, 2026
Western Wealth Management, LLC History No change 22,645 5,489 0.18% 0.18% 130 0 0.0% Q2 2026 Aug 14, 2026
5th Street Advisors, LLC History No change 22,526 5,460 2.08% 2.08% 131 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 22,406 5,418 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 10, 2026
Cerity Partners LLC History No change 21,895 5,307 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 21,575 5,230 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 21,430 5,204 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Capstone Wealth Management Group, Inc. History No change 21,426 5,194 3.13% 3.13% 136 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 21,246 5,150 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 21,038 5,100 0.08% 0.08% 138 0 0.0% Q2 2026 Aug 06, 2026
Financial Partners Group, Inc History No change 20,594 4,992 0.51% 0.51% 139 0 0.0% Q2 2026 Jul 23, 2026
Eschler Asset Management LLP History No change 20,571 4,986 8.87% 8.87% 140 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL LIFE ADVISORS History No change 20,433 4,953 1.41% 1.41% 141 0 0.0% Q2 2026 Jul 28, 2026
Stonebridge Financial Group, LLC/CA History No change 20,067 4,864 0.67% 0.67% 142 0 0.0% Q2 2026 Aug 13, 2026
JACKSON SQUARE CAPITAL, LLC History No change 20,027 4,854 0.68% 0.68% 143 0 0.0% Q2 2026 Jul 21, 2026
Main Street Financial Solutions, LLC History No change 20,019 4,853 0.31% 0.31% 144 0 0.0% Q2 2026 Aug 07, 2026
WILLIAM JOHN SEMPOLINSKI History No change 19,893 4,822 1.95% 1.95% 145 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 19,717 4,779 0.04% 0.04% 146 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 19,532 4,735 0.14% 0.14% 147 0 0.0% Q2 2026 Aug 11, 2026
SURIENCE PRIVATE WEALTH LLC History No change 19,487 4,724 4.15% 4.15% 148 0 0.0% Q2 2026 Jul 24, 2026
HERBST GROUP, LLC History No change 19,140 4,639 2.53% 2.53% 149 0 0.0% Q2 2026 Jul 09, 2026
World Investment Advisors History No change 20,913 4,616 0.08% 0.08% 150 0 0.0% Q2 2026 Aug 13, 2026
Evolution Wealth Advisors, LLC History No change 18,877 4,576 0.54% 0.54% 151 0 0.0% Q2 2026 Jul 29, 2026
WCG Wealth Advisors LLC History No change 18,800 4,557 0.11% 0.11% 152 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 18,777 4,551 0.03% 0.03% 153 0 0.0% Q2 2026 Aug 14, 2026
Beacon Bridge Wealth Partners, LLC History No change 18,516 4,488 1.28% 1.28% 154 0 0.0% Q2 2026 Aug 05, 2026
D.A. DAVIDSON & CO. History No change 18,369 4,453 0.02% 0.02% 155 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 18,590 4,445 0.14% 0.14% 156 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 18,241 4,421 0.05% 0.05% 157 0 0.0% Q2 2026 Jul 22, 2026
TigerOak Management, L.L.C. History No change 18,136 4,396 1.23% 1.23% 158 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 18,129 4,394 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 11, 2026
PHILADELPHIA TRUST CO History No change 18,055 4,377 0.28% 0.28% 160 0 0.0% Q2 2026 Aug 10, 2026
RPg Family Wealth Advisory, LLC History No change 18,058 4,377 0.91% 0.91% 161 0 0.0% Q2 2026 Aug 04, 2026
Risk Paradigm Group, LLC History No change 18,058 4,377 3.43% 3.43% 162 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 17,837 4,324 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
BigSur Wealth Management LLC History No change 17,564 4,257 1.02% 1.02% 164 0 0.0% Q2 2026 Jul 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 17,280 4,189 0.09% 0.09% 165 0 0.0% Q2 2026 Jul 17, 2026
Capital Wealth Alliance, LLC History No change 16,946 4,107 1.91% 1.91% 166 0 0.0% Q2 2026 Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 16,872 4,090 0.04% 0.04% 167 0 0.0% Q2 2026 Aug 14, 2026
Tudor Financial Inc. History No change 16,835 4,081 1.83% 1.83% 168 0 0.0% Q2 2026 Aug 10, 2026
Sowell Financial Services LLC History No change 16,624 4,030 0.13% 0.13% 169 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 16,622 4,029 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 16,604 4,025 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 14, 2026
Oasis Advisors, LLC History No change 16,219 3,931 2.55% 2.55% 172 0 0.0% Q2 2026 Jul 30, 2026
&PARTNERS History No change 16,282 3,888 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 16,006 3,880 0.16% 0.16% 174 0 0.0% Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 15,859 3,844 0.14% 0.14% 175 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 15,660 3,796 0.04% 0.04% 176 0 0.0% Q2 2026 Aug 10, 2026
Certified Advisory Corp History No change 15,596 3,780 0.3% 0.3% 177 0 0.0% Q2 2026 Jul 16, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 15,568 3,773 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 15,566 3,773 0.09% 0.09% 179 0 0.0% Q2 2026 Aug 13, 2026
SBI Okasan Asset Management Co.Ltd. History No change 15,680 3,749 0.12% 0.12% 180 0 0.0% Q2 2026 Jul 21, 2026
Belvedere Trading LLC History No change 15,309 3,711 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 31, 2026
MFA WEALTH ADVISORS, LLC History No change 15,251 3,697 0.63% 0.63% 182 0 0.0% Q2 2026 Jul 13, 2026
Gotham Asset Management, LLC History No change 15,235 3,693 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 15,205 3,686 0.18% 0.18% 184 0 0.0% Q2 2026 Jul 23, 2026
PRINCIPAL SECURITIES, INC. History No change 14,828 3,594 0.04% 0.04% 185 0 0.0% Q2 2026 Aug 04, 2026
Trilogy Capital Inc. History No change 14,717 3,567 0.14% 0.14% 186 0 0.0% Q2 2026 Jul 02, 2026
FSM Wealth Advisors, LLC History No change 14,474 3,508 0.37% 0.37% 187 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 14,420 3,495 0.05% 0.05% 188 0 0.0% Q2 2026 Aug 05, 2026
Gerber Kawasaki Wealth & Investment Management History No change 14,241 3,452 0.09% 0.09% 189 0 0.0% Q2 2026 Aug 07, 2026
UNIQUE WEALTH, LLC History No change 13,934 3,377 0.39% 0.39% 190 0 0.0% Q2 2026 Jul 21, 2026
Indie Asset Partners, LLC History No change 13,853 3,358 3.22% 3.22% 191 0 0.0% Q2 2026 Aug 07, 2026
SHARPEPOINT LLC History No change 13,828 3,352 1.68% 1.68% 192 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ALLIANCE, LLC History No change 13,765 3,336 0.28% 0.28% 193 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 13,528 3,279 0.04% 0.04% 194 0 0.0% Q2 2026 Jul 28, 2026
TORONTO DOMINION BANK History No change 13,522 3,278 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 13,518 3,277 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 13,459 3,262 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 30, 2026
Maxele Advisors, LLC History No change 13,310 3,226 2.25% 2.25% 198 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 12,754 3,198 0.03% 0.03% 199 0 0.0% Q2 2026 Jul 27, 2026
Keystone Financial Group History No change 13,087 3,172 0.19% 0.19% 200 0 0.0% Q2 2026 Jul 29, 2026
Wealth Quarterback LLC History No change 13,080 3,170 0.98% 0.98% 201 0 0.0% Q2 2026 Jul 27, 2026
Tandem Financial, LLC History No change 12,927 3,133 0.94% 0.94% 202 0 0.0% Q2 2026 Aug 13, 2026
KM Capital Management Ltd. History No change 12,702 3,079 1.45% 1.45% 203 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 12,634 3,062 0.45% 0.45% 204 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 12,605 3,055 0.05% 0.05% 205 0 0.0% Q2 2026 Jul 31, 2026
Icon Wealth Advisors, LLC History No change 12,371 2,999 0.18% 0.18% 206 0 0.0% Q2 2026 Aug 05, 2026
Jupiter Wealth Management LLC History No change 12,249 2,969 1.19% 1.19% 207 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 12,113 2,936 0.1% 0.1% 208 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 12,087 2,930 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 12,040 2,918 0.08% 0.08% 210 0 0.0% Q2 2026 Jul 07, 2026
Spire Wealth Management History No change 12,040 2,918 0.09% 0.09% 211 0 0.0% Q2 2026 Jul 15, 2026
Great Diamond Partners, LLC History No change 11,975 2,902 0.5% 0.5% 212 0 0.0% Q2 2026 Jul 17, 2026
BANK OF NOVA SCOTIA History No change 11,903 2,879 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 12, 2026
CDKV HOLDINGS LLC History No change 11,451 2,775 2.17% 2.17% 214 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History No change 11,442 2,773 0.03% 0.03% 215 0 0.0% Q2 2026 Jul 15, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 11,233 2,723 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 10, 2026
Base Wealth Management LLC History No change 11,110 2,693 1.25% 1.25% 217 0 0.0% Q2 2026 Jul 22, 2026
Winthrop Capital Management, LLC History No change 11,076 2,685 0.65% 0.65% 218 0 0.0% Q2 2026 Aug 13, 2026
Global Financial Private Client, LLC History No change 11,047 2,678 0.73% 0.73% 219 0 0.0% Q2 2026 Jul 20, 2026
PFG Investments, LLC History No change 10,972 2,659 0.1% 0.1% 220 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 10,938 2,651 0.08% 0.08% 221 0 0.0% Q2 2026 Jul 09, 2026
CIBC WORLD MARKET INC. History No change 10,884 2,638 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 10,827 2,624 0.11% 0.11% 223 0 0.0% Q2 2026 Jul 22, 2026
REGIONS FINANCIAL CORP History No change 10,789 2,615 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 10, 2026
JBR Co Financial Management Inc History No change 10,752 2,606 0.95% 0.95% 225 0 0.0% Q2 2026 Jul 09, 2026
Fisher Asset Management, LLC History No change 10,718 2,598 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 04, 2026
Darwin Wealth Management, LLC History No change 10,553 2,558 0.7% 0.7% 227 0 0.0% Q2 2026 Jul 21, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 10,553 2,558 0.04% 0.04% 228 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 10,486 2,541 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 17, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,413 2,524 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
Future Financial Wealth Managment LLC History No change 10,542 2,511 1.57% 1.57% 231 0 0.0% Q2 2026 Jul 24, 2026
BlackDiamond Wealth Management, LLC History No change 9,997 2,510 1.01% 1.01% 232 0 0.0% Q2 2026 Aug 11, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 10,335 2,505 1.48% 1.48% 233 0 0.0% Q2 2026 Jul 21, 2026
BENJAMIN EDWARDS INC History No change 10,304 2,498 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 24, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 10,270 2,489 0.25% 0.25% 235 0 0.0% Q2 2026 Jul 13, 2026
Systelligence, LLC History No change 10,245 2,483 0.41% 0.41% 236 0 0.0% Q2 2026 Jul 14, 2026
Ameritas Advisory Services, LLC History No change 10,183 2,468 0.05% 0.05% 237 0 0.0% Q2 2026 Aug 14, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History No change 10,070 2,441 0.55% 0.55% 238 0 0.0% Q2 2026 Aug 07, 2026
Union Square Park Capital Management, LLC History No change 10,000 2,424 0.87% 0.87% 239 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 9,964 2,415 0.09% 0.09% 240 0 0.0% Q2 2026 Aug 10, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 10,234 2,403 1.46% 1.46% 241 0 0.0% Q2 2026 Jul 31, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 9,816 2,379 0.24% 0.24% 242 0 0.0% Q2 2026 Jul 22, 2026
BlueCrest Capital Management Ltd History No change 9,769 2,368 0.08% 0.08% 243 0 0.0% Q2 2026 Aug 14, 2026
Castle Rock Wealth Management, LLC History No change 9,641 2,350 0.46% 0.46% 244 0 0.0% Q2 2026 Jul 07, 2026
SS&H Financial Advisors, Inc. History No change 9,675 2,345 0.6% 0.6% 245 0 0.0% Q2 2026 Aug 04, 2026
Family Legacy, Inc. History No change 9,609 2,329 0.62% 0.62% 246 0 0.0% Q2 2026 Aug 06, 2026
Kingsview Wealth Management, LLC History No change 9,567 2,319 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 18, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 9,569 2,319 1.61% 1.61% 248 0 0.0% Q2 2026 Jul 21, 2026
Centerline Wealth Advisors, LLC History No change 9,510 2,305 0.72% 0.72% 249 0 0.0% Q2 2026 Jul 17, 2026
Bank of New York Mellon Corp History No change 9,441 2,288 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 06, 2026
Somerset Group LLC History No change 9,509 2,273 1.6% 1.6% 251 0 0.0% Q2 2026 Aug 12, 2026
Intrepid Financial Planning Group LLC History No change 9,379 2,273 0.77% 0.77% 252 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 9,265 2,246 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 14, 2026
Ciovacco Capital Management LLC History No change 9,145 2,216 0.99% 0.99% 254 0 0.0% Q2 2026 Aug 07, 2026
Global Assets Advisory, LLC History No change 9,048 2,207 0.48% 0.48% 255 0 0.0% Q2 2026 Jul 27, 2026
Ehrenkranz Partners L.P. History No change 9,100 2,206 1.27% 1.27% 256 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 8,931 2,165 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 12, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 8,801 2,133 0.18% 0.18% 258 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 8,789 2,130 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 12, 2026
Cardinal Point Capital Management ULC History No change 8,780 2,128 0.12% 0.12% 260 0 0.0% Q2 2026 Jul 14, 2026
Sovran Advisors, LLC History No change 8,674 2,125 0.16% 0.16% 261 0 0.0% Q2 2026 Jul 29, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 8,395 2,115 0.69% 0.69% 262 0 0.0% Q2 2026 Aug 13, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History No change 8,650 2,097 0.8% 0.8% 263 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 8,596 2,083 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 03, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,525 2,066 0.09% 0.09% 265 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History No change 8,478 2,055 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 13, 2026
Artemis Wealth Advisors, LLC History No change 8,426 2,042 0.24% 0.24% 267 0 0.0% Q2 2026 Aug 14, 2026
McGuire Investment Group, LLC History No change 8,412 2,039 0.18% 0.18% 268 0 0.0% Q2 2026 Jul 27, 2026
Vision Retirement, LLC History No change 8,414 2,039 0.49% 0.49% 269 0 0.0% Q2 2026 Jul 21, 2026
SYKON CAPITAL LLC History No change 8,394 2,034 0.63% 0.63% 270 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 8,330 2,019 0.2% 0.2% 271 0 0.0% Q2 2026 Jul 16, 2026
Beckerman Institutional, LLC History No change 8,241 1,997 0.95% 0.95% 272 0 0.0% Q2 2026 Aug 11, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 8,107 1,965 0.61% 0.61% 273 0 0.0% Q2 2026 Aug 07, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 8,042 1,949 1.42% 1.42% 274 0 0.0% Q2 2026 Jul 24, 2026
Vestmark Advisory Solutions, Inc. History No change 8,038 1,948 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 8,017 1,943 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 13, 2026
Massachusetts Wealth Management History No change 8,008 1,941 0.74% 0.74% 277 0 0.0% Q2 2026 Aug 03, 2026
Allworth Financial LP History No change 8,005 1,940 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 11, 2026
PACIFIC SUN FINANCIAL CORP History No change 7,980 1,934 0.8% 0.8% 279 0 0.0% Q2 2026 Aug 07, 2026
Storen Legacy Partners, LLC History No change 7,917 1,919 0.52% 0.52% 280 0 0.0% Q2 2026 Jul 17, 2026
PFG Advisors History No change 7,904 1,916 0.1% 0.1% 281 0 0.0% Q2 2026 Jul 16, 2026
Owen LaRue, LLC History No change 7,888 1,912 0.66% 0.66% 282 0 0.0% Q2 2026 Jul 22, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 7,837 1,899 0.54% 0.54% 283 0 0.0% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History No change 7,782 1,886 0.05% 0.05% 284 0 0.0% Q2 2026 Jul 28, 2026
Knoll Capital Management, LLC History No change 7,650 1,854 0.87% 0.87% 285 0 0.0% Q2 2026 Sep 09, 2026
Missouri Trust & Investment Co History No change 7,705 1,846 0.5% 0.5% 286 0 0.0% Q2 2026 Aug 13, 2026
FLC Capital Advisors History No change 7,602 1,842 0.3% 0.3% 287 0 0.0% Q2 2026 Jul 20, 2026
Ridgeline Wealth Planning, LLC History No change 7,569 1,834 1.16% 1.16% 288 0 0.0% Q2 2026 Jul 24, 2026
Prepared Retirement Institute LLC History No change 7,528 1,824 0.78% 0.78% 289 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 7,515 1,821 0.07% 0.07% 290 0 0.0% Q2 2026 Jul 22, 2026
STEPHENS INC /AR/ History No change 7,506 1,819 0.02% 0.02% 291 0 0.0% Q2 2026 Jul 29, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 7,470 1,810 0.1% 0.1% 292 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 7,447 1,805 0.04% 0.04% 293 0 0.0% Q2 2026 Aug 14, 2026
BridgePort Financial Solutions, LLC History No change 7,393 1,792 0.46% 0.46% 294 0 0.0% Q2 2026 Jul 24, 2026
Odyssey Capital Advisors, Inc. History No change 7,383 1,789 1.28% 1.28% 295 0 0.0% Q2 2026 Jul 31, 2026
Pathstone Holdings, LLC History No change 7,340 1,779 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 13, 2026
Asset One Wealth Management LLC History No change 7,524 1,778 0.19% 0.19% 297 0 0.0% Q2 2026 Aug 13, 2026
Almanack Investment Partners, LLC. History No change 7,241 1,755 0.22% 0.22% 298 0 0.0% Q2 2026 Jul 30, 2026
Cornerstone Advisory, LLC History No change 7,206 1,746 0.14% 0.14% 299 0 0.0% Q2 2026 Jul 29, 2026
B. Riley Wealth Advisors, Inc. History No change 7,289 1,743 0.09% 0.09% 300 0 0.0% Q2 2026 Jul 14, 2026