iSHARES TRUST - IUSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 180,011,754 | 8,307,536 | 1.96% | 1.96% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 87,505,839 | 4,051,497 | 1.62% | 1.62% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 82,039,260 | 3,786,111 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 62,170,177 | 2,869,153 | 0.64% | 0.64% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 50,463,381 | 2,328,885 | 0.38% | 0.38% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 33,421,651 | 1,542,409 | 0.82% | 0.82% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 31,037,509 | 1,432,381 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,629,549 | 1,048,200 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 20,743,278 | 957,340 | 1.01% | 1.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 16,937,298 | 781,656 | 3.74% | 3.74% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 14,380,566 | 663,663 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 13,337,519 | 615,526 | 0.56% | 0.56% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 13,036,714 | 601,295 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 12,913,640 | 595,965 | 3.72% | 3.72% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,405,773 | 526,376 | 1.07% | 1.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,566,952 | 487,665 | 0.94% | 0.94% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,476,864 | 391,207 | 3.3% | 3.3% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 6,051,951 | 266,830 | 6.66% | 6.76% | 18 | +548,448 | 9.97% | Q3 2026 | Oct 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,483,050 | 253,042 | 1.39% | 1.39% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,356,065 | 247,182 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | No change | 5,336,406 | 246,275 | 4.77% | 4.77% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,132,935 | 236,824 | 1.3% | 1.3% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 5,120,362 | 236,304 | 7.77% | 7.77% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,994,324 | 230,488 | 2.37% | 2.37% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,987,957 | 230,195 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 4,787,854 | 220,959 | 6.95% | 6.95% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,586,006 | 211,644 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,110,503 | 189,699 | 0.57% | 0.57% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,879,099 | 179,020 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,842,612 | 177,336 | 3.77% | 3.77% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Command Advisory Services, Inc. | History | No change | 3,635,592 | 167,782 | 1.0% | 1.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JB Capital LLC | History | No change | 3,518,337 | 162,371 | 5.62% | 5.62% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,302,104 | 152,425 | 0.18% | 0.18% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,207,478 | 148,025 | 0.19% | 0.19% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,165,952 | 146,108 | 0.68% | 0.68% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mason & Associates, LLC | History | No change | 2,945,948 | 135,955 | 28.29% | 28.29% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | No change | 2,801,996 | 129,312 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,594,856 | 119,755 | 0.93% | 0.93% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 2,430,055 | 112,256 | 0.19% | 0.19% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,397,900 | 110,663 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,309,950 | 106,604 | 0.13% | 0.13% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Symmetry Partners, LLC | History | No change | 2,223,177 | 102,599 | 5.23% | 5.23% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 2,161,917 | 99,772 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,054,185 | 94,801 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 2,025,050 | 93,456 | 0.4% | 0.4% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,980,257 | 91,388 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compass Ion Advisors, LLC | History | No change | 1,789,088 | 82,566 | 7.12% | 7.12% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,657,922 | 76,513 | 0.74% | 0.74% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOFI WEALTH, LLC | History | No change | 1,615,903 | 74,573 | 3.0% | 3.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,561,092 | 72,044 | 1.36% | 1.36% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 1,557,969 | 71,900 | 0.81% | 0.81% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Added to | 1,626,651 | 71,605 | 0.91% | 0.89% | 52 | +244,077 | 17.65% | Q3 2026 | Oct 08, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 1,498,899 | 69,174 | 6.13% | 6.13% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,475,152 | 68,078 | 0.45% | 0.45% | 54 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,467,812 | 67,739 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 1,465,036 | 67,611 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 1,435,965 | 66,054 | 8.16% | 8.16% | 57 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 1,428,625 | 65,931 | 3.97% | 3.97% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 1,381,084 | 63,737 | 0.64% | 0.64% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SteelPeak Wealth, LLC | History | No change | 1,376,841 | 63,541 | 1.64% | 1.64% | 60 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,354,854 | 62,526 | 0.2% | 0.2% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,302,975 | 60,132 | 7.99% | 7.99% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 1,278,847 | 59,018 | 2.9% | 2.9% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 1,214,242 | 56,037 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sharkey, Howes & Javer | History | No change | 1,199,567 | 55,360 | 6.68% | 6.68% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | No change | 1,199,447 | 55,354 | 0.91% | 0.91% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 1,177,018 | 54,314 | 5.49% | 5.49% | 67 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 1,161,836 | 53,618 | 1.68% | 1.68% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NorthRock Partners, LLC | History | No change | 1,158,879 | 53,482 | 0.78% | 0.78% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,119,089 | 51,645 | 0.31% | 0.31% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stash Investments, LLC | History | No change | 1,108,163 | 51,141 | 16.48% | 16.48% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCMORGAN & CO LLC | History | No change | 1,099,343 | 50,734 | 7.64% | 7.64% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 1,088,957 | 50,255 | 1.83% | 1.83% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Destination Wealth Management | History | No change | 1,069,818 | 49,372 | 1.15% | 1.15% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,107,132 | 48,813 | 1.36% | 1.46% | 75 | -39,305 | -3.43% | Q3 2026 | Oct 08, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 1,025,312 | 47,318 | 5.28% | 5.28% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 1,019,072 | 47,030 | 7.63% | 7.63% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,008,288 | 46,532 | 1.0% | 1.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 1,005,912 | 46,404 | 0.19% | 0.19% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 1,001,508 | 46,219 | 2.31% | 2.31% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 998,099 | 46,062 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JT Stratford LLC | History | No change | 959,075 | 44,261 | 4.85% | 4.85% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 953,130 | 43,986 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 940,182 | 43,186 | 5.68% | 5.68% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 918,375 | 42,383 | 0.32% | 0.32% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 911,989 | 42,088 | 0.66% | 0.66% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trek Financial, LLC | History | No change | 906,801 | 41,848 | 2.08% | 2.08% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 890,765 | 41,108 | 0.48% | 0.48% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 879,400 | 40,584 | 0.62% | 0.62% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 868,483 | 40,080 | 1.21% | 1.21% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 855,023 | 39,459 | 0.26% | 0.26% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 859,965 | 39,334 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 833,658 | 38,473 | 3.22% | 3.22% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 831,929 | 38,393 | 0.46% | 0.46% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 826,609 | 38,148 | 0.38% | 0.38% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 820,107 | 37,847 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 795,259 | 36,701 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ONE Advisory Partners, LLC | History | No change | 787,646 | 36,349 | 9.89% | 9.89% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 820,424 | 36,172 | 10.17% | 10.74% | 99 | +43,280 | 5.57% | Q3 2026 | Oct 07, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 783,510 | 36,158 | 5.91% | 5.91% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Financial, LLC | History | No change | 766,169 | 35,358 | 0.39% | 0.39% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Financial Group LLC | History | No change | 761,427 | 35,139 | 3.96% | 3.96% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 760,235 | 35,084 | 0.42% | 0.42% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PAX Financial Group, LLC | History | No change | 735,092 | 33,924 | 5.04% | 5.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 728,740 | 33,631 | 11.13% | 11.13% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 720,843 | 33,266 | 0.87% | 0.87% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | No change | 715,985 | 33,043 | 0.76% | 0.76% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 709,293 | 32,747 | 0.54% | 0.54% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 699,010 | 32,259 | 1.68% | 1.68% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 673,999 | 30,707 | 0.51% | 0.51% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 673,999 | 30,707 | 0.51% | 0.51% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Skyline Advisors, Inc. | History | No change | 650,653 | 30,027 | 9.42% | 9.42% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keystone Financial Services | History | No change | 640,210 | 29,545 | 7.61% | 7.61% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Wealth Advisors, LLC | History | No change | 621,674 | 28,690 | 3.17% | 3.17% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invst, LLC | History | No change | 616,039 | 28,430 | 2.77% | 2.77% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 608,522 | 28,083 | 0.24% | 0.24% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 588,169 | 27,144 | 6.26% | 6.26% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elevated Financial Group LLC | History | No change | 563,378 | 25,999 | 7.13% | 7.13% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 557,737 | 25,739 | 0.27% | 0.27% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Corient Private Wealth LP | History | No change | 552,717 | 25,507 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Frisch Financial Group, Inc. | History | No change | 547,658 | 25,274 | 4.34% | 4.34% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 542,631 | 25,042 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KWB Wealth | History | No change | 533,978 | 24,643 | 2.11% | 2.11% | 123 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Apeiron RIA LLC | History | Added to | 557,270 | 24,536 | 5.58% | 3.44% | 124 | +266,919 | 91.93% | Q3 2026 | Oct 08, 2026 |
| Merit Financial Group, LLC | History | No change | 491,505 | 22,682 | 0.14% | 0.14% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 491,465 | 22,681 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 480,540 | 22,085 | 1.47% | 1.47% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| West Wealth Group, LLC | History | No change | 468,155 | 21,605 | 3.53% | 3.53% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WCG Wealth Advisors LLC | History | No change | 461,103 | 21,279 | 0.5% | 0.5% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 455,884 | 21,039 | 7.23% | 7.23% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 455,121 | 21,003 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 437,700 | 20,199 | 2.36% | 2.36% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 437,334 | 20,182 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | No change | 434,972 | 19,795 | 1.47% | 1.47% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 427,592 | 19,733 | 0.19% | 0.19% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 419,748 | 19,371 | 4.71% | 4.71% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF HAWAII | History | No change | 419,035 | 19,338 | 0.95% | 0.95% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 418,886 | 19,331 | 5.04% | 5.04% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 418,361 | 19,307 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Simplicity Wealth,LLC | History | No change | 400,169 | 18,467 | 0.62% | 0.62% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 400,059 | 18,462 | 0.36% | 0.36% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 396,222 | 18,285 | 0.25% | 0.25% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Claro Advisors Inc. | History | No change | 392,139 | 18,097 | 1.9% | 1.9% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Wealth Partners, LLC | History | No change | 377,530 | 17,423 | 2.48% | 2.48% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 5T Wealth, LLC | History | No change | 372,482 | 17,189 | 6.4% | 6.4% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 369,768 | 17,064 | 4.85% | 4.85% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 362,856 | 16,745 | 1.86% | 1.86% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 357,713 | 16,508 | 0.99% | 0.99% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Forum Private Client Group LLC | History | No change | 355,971 | 16,428 | 4.89% | 4.89% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 354,689 | 16,368 | 1.42% | 1.42% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Firestone Capital Management | History | No change | 354,450 | 16,357 | 3.05% | 3.05% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kilter Group LLC | History | No change | 350,137 | 16,158 | 5.85% | 5.85% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 342,830 | 15,835 | 1.98% | 1.98% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 342,279 | 15,796 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | New | 355,511 | 15,674 | 4.57% | — | 155 | +355,511 | New | Q3 2026 | Oct 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 339,310 | 15,445 | 1.94% | 1.94% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | No change | 333,795 | 15,404 | 0.45% | 0.45% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elite Financial, Inc. | History | No change | 329,601 | 15,211 | 6.14% | 6.14% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 327,135 | 15,097 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 324,785 | 14,988 | 1.99% | 1.99% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advus Financial Partners, LLC | History | No change | 321,928 | 14,856 | 4.23% | 4.23% | 161 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 317,974 | 14,674 | 1.27% | 1.27% | 162 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EWA, LLC | History | No change | 317,507 | 14,652 | 2.67% | 2.67% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 313,806 | 14,482 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIGROUP INC | History | No change | 311,852 | 14,391 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 310,337 | 14,322 | 3.24% | 3.24% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 306,523 | 14,146 | 5.12% | 5.12% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Csenge Advisory Group | History | No change | 303,018 | 13,984 | 0.57% | 0.57% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 303,001 | 13,983 | 0.16% | 0.16% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 302,827 | 13,975 | 0.17% | 0.17% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SWP FINANCIAL LLC | History | No change | 298,965 | 13,797 | 6.38% | 6.38% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 294,799 | 13,604 | 3.83% | 3.83% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 286,916 | 13,241 | 1.57% | 1.57% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 284,602 | 13,134 | 0.41% | 0.41% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthShield Partners, LLC | History | No change | 279,846 | 12,914 | 1.98% | 1.98% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Security Financial Services, INC. | History | No change | 276,857 | 12,776 | 1.77% | 1.77% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tanager Wealth Management LLP | History | No change | 272,363 | 12,569 | 1.09% | 1.09% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 263,589 | 12,164 | 0.9% | 0.9% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vertex Planning Partners, LLC | History | No change | 262,029 | 12,092 | 1.8% | 1.8% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Armor Investment Advisors, LLC | History | No change | 256,207 | 11,823 | 3.79% | 3.79% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 254,454 | 11,753 | 6.69% | 6.69% | 181 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 253,902 | 11,717 | 6.72% | 6.72% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atlatl Advisers LLC | History | No change | 248,945 | 11,488 | 2.73% | 2.73% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Betterment LLC | History | No change | 244,719 | 11,294 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 242,729 | 11,201 | 1.15% | 1.15% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 241,668 | 11,152 | 0.21% | 0.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 239,969 | 11,074 | 2.49% | 2.49% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TSA Wealth Managment LLC | History | No change | 239,010 | 11,030 | 3.12% | 3.12% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rothschild Wealth LLC | History | No change | 234,225 | 10,809 | 0.86% | 0.86% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | No change | 233,566 | 10,779 | 0.54% | 0.54% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 230,945 | 10,658 | 2.78% | 2.78% | 191 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bensler, LLC | History | No change | 230,170 | 10,622 | 0.94% | 0.94% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Leslie Global Wealth, LLC | History | No change | 224,529 | 10,362 | 4.04% | 4.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 219,869 | 10,146 | 3.52% | 3.52% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 213,089 | 9,834 | 2.1% | 2.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cypress Wealth Services, LLC | History | No change | 212,533 | 9,808 | 1.2% | 1.2% | 196 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Polaris Investment Advisors, LLC | History | No change | 212,398 | 9,802 | 6.28% | 6.28% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 209,211 | 9,655 | 0.2% | 0.2% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 209,082 | 9,649 | 1.75% | 1.75% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 209,045 | 9,647 | 0.15% | 0.15% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triangle Securities Wealth Management | History | No change | 207,159 | 9,560 | 1.9% | 1.9% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Orgel Wealth Management, LLC | History | No change | 197,945 | 9,135 | 0.17% | 0.17% | 202 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| New Capital Management LP | History | No change | 196,719 | 9,078 | 2.07% | 2.07% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 194,573 | 8,979 | 4.15% | 4.15% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chatterton & Associates Inc. | History | No change | 195,195 | 8,936 | 5.26% | 5.26% | 205 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 193,520 | 8,930 | 0.92% | 0.92% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 191,311 | 8,829 | 1.68% | 1.68% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 188,838 | 8,714 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 182,131 | 8,405 | 6.5% | 6.5% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 179,345 | 8,276 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trivium Point Advisory, LLC | History | No change | 176,585 | 8,149 | 0.74% | 0.74% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 175,803 | 8,113 | 2.79% | 2.79% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 174,307 | 8,044 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.M. Arbour, LLC | History | No change | 173,800 | 8,020 | 6.91% | 6.91% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 172,845 | 7,976 | 2.65% | 2.65% | 215 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 172,509 | 7,961 | 6.73% | 6.73% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 171,994 | 7,937 | 0.12% | 0.12% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 168,241 | 7,764 | 0.42% | 0.42% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 167,394 | 7,753 | 0.42% | 0.42% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Royal Fund Management, LLC | History | No change | 166,737 | 7,694 | 0.64% | 0.64% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tradition Wealth Management, LLC | History | No change | 163,704 | 7,554 | 0.46% | 0.46% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 161,033 | 7,431 | 0.18% | 0.18% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.E. Simmons & Co., P.C. | History | No change | 160,869 | 7,424 | 4.18% | 4.18% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THEORY FINANCIAL LLC | History | No change | 159,643 | 7,367 | 2.32% | 2.32% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 158,368 | 7,308 | 2.09% | 2.09% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 155,148 | 7,160 | 0.52% | 0.52% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Redwood Investment Management, LLC | History | No change | 154,696 | 7,139 | 0.71% | 0.71% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Randall & Associates Wealth Management | History | No change | 154,526 | 7,131 | 4.41% | 4.41% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centurion Wealth Management LLC | History | No change | 154,257 | 7,118 | 1.7% | 1.7% | 229 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 153,144 | 7,067 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 152,335 | 7,030 | 0.13% | 0.13% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 150,425 | 6,942 | 0.68% | 0.68% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SWMG, LLC | History | No change | 151,734 | 6,932 | 1.63% | 1.63% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alliance Private Wealth, LLC | History | No change | 149,110 | 6,881 | 2.39% | 2.39% | 234 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Xena Financial Planning, LLC | History | No change | 147,870 | 6,824 | 6.55% | 6.55% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Maridea Wealth Management LLC | History | No change | 145,235 | 6,702 | 0.73% | 0.73% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Management, Inc. | History | No change | 139,876 | 6,455 | 1.98% | 1.98% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 139,732 | 6,448 | 0.66% | 0.66% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 138,732 | 6,402 | 3.39% | 3.39% | 239 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 138,718 | 6,401 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 135,297 | 6,243 | 1.47% | 1.47% | 241 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 134,724 | 6,222 | 0.25% | 0.25% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | No change | 135,156 | 6,164 | 3.17% | 3.17% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 132,158 | 6,099 | 3.63% | 3.63% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 130,378 | 6,016 | 0.79% | 0.79% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 136,140 | 6,002 | 0.4% | 0.33% | 246 | +25,807 | 23.39% | Q3 2026 | Oct 08, 2026 |
| Daviman Financial, LLC | History | No change | 129,818 | 5,991 | 3.31% | 3.31% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Park Place Capital Corp | History | No change | 129,528 | 5,977 | 0.95% | 0.95% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 128,757 | 5,942 | 0.3% | 0.3% | 249 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Two West Capital Advisors LLC | History | No change | 127,755 | 5,835 | 2.9% | 2.9% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Continuum Advisory, LLC | History | No change | 122,933 | 5,673 | 0.46% | 0.46% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balefire, LLC | History | No change | 120,307 | 5,552 | 0.91% | 0.91% | 252 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Able Wealth Management LLC | History | No change | 120,297 | 5,551 | 1.27% | 1.27% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equity Wealth Partners, LLC | History | No change | 119,930 | 5,534 | 1.99% | 1.99% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | No change | 119,805 | 5,528 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 119,621 | 5,520 | 0.35% | 0.35% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 117,737 | 5,433 | 0.16% | 0.16% | 257 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 122,211 | 5,388 | 2.85% | 2.52% | 258 | +23,263 | 23.51% | Q3 2026 | Oct 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 113,486 | 5,237 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ignite Planners, LLC | History | No change | 112,592 | 5,209 | 0.71% | 0.71% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 112,010 | 5,169 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cassilly Financial Group LLC | History | Added to | 113,563 | 5,006 | 3.36% | 3.17% | 262 | +19,022 | 20.12% | Q3 2026 | Oct 07, 2026 |
| M1 Capital Management LLC | History | No change | 108,135 | 4,990 | 1.84% | 1.84% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 107,677 | 4,969 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 107,688 | 4,969 | 0.78% | 0.78% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPLAN Partners, LLC | History | No change | 106,293 | 4,905 | 0.94% | 0.94% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heck Capital Advisors, LLC | History | No change | 105,140 | 4,852 | 0.29% | 0.29% | 267 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 104,161 | 4,807 | 1.2% | 1.2% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Shira Ridge Wealth Management | History | No change | 103,932 | 4,796 | 1.67% | 1.67% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 103,695 | 4,785 | 1.96% | 1.96% | 270 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Capital Management, LLC | History | No change | 101,980 | 4,706 | 0.69% | 0.69% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | No change | 101,241 | 4,672 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 100,866 | 4,654 | 3.39% | 3.39% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balance Wealth Partners LLC | History | No change | 100,699 | 4,647 | 1.24% | 1.24% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 100,158 | 4,622 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | No change | 99,046 | 4,570 | 1.06% | 1.06% | 276 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 97,986 | 4,522 | 1.22% | 1.22% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 97,818 | 4,514 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saxony Capital Management, LLC | History | No change | 95,847 | 4,423 | 2.03% | 2.03% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 94,329 | 4,353 | 0.54% | 0.54% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Venturi Wealth Management, LLC | History | No change | 93,936 | 4,335 | 0.17% | 0.17% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 91,544 | 4,224 | 1.29% | 1.29% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 91,420 | 4,219 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 89,258 | 4,119 | 0.62% | 0.62% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hopwood Nicholas Hunter | History | No change | 88,956 | 4,105 | 1.13% | 1.13% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 88,935 | 4,104 | 0.3% | 0.3% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 87,500 | 4,038 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | No change | 87,081 | 4,018 | 0.5% | 0.5% | 288 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 87,012 | 4,015 | 3.4% | 3.4% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TMB Capital Partners, LLC | History | No change | 85,530 | 3,947 | 1.23% | 1.23% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | No change | 85,435 | 3,942 | 0.14% | 0.14% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 85,349 | 3,939 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gen-Wealth Partners Inc | History | No change | 85,221 | 3,932 | 1.09% | 1.09% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASL Financial, LLC | History | No change | 83,853 | 3,869 | 2.73% | 2.73% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 83,511 | 3,854 | 0.75% | 0.75% | 295 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pines Wealth Management, LLC | History | No change | 83,493 | 3,853 | 1.11% | 1.11% | 296 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aspire Private Capital, LLC | History | No change | 83,349 | 3,846 | 0.8% | 0.8% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Renasant Bank | History | No change | 83,135 | 3,836 | 2.46% | 2.46% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 82,368 | 3,801 | 1.59% | 1.59% | 299 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 81,828 | 3,776 | 2.81% | 2.81% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |