iSHARES TRUST - IUSG

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 53,516,596 10,065,936 0.65% 0.65% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 14,645,320 2,754,638 0.15% 0.15% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 14,626,998 2,751,192 0.62% 0.62% 3 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 6,829,303 1,241,950 0.5% 0.5% 4 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,166,362 595,533 0.14% 0.14% 5 0 0.0% Q2 2026 Sep 23, 2026
Merit Financial Group, LLC History No change 2,092,449 393,568 2.4% 2.4% 6 0 0.0% Q2 2026 Jul 20, 2026
Blue Trust, Inc. History No change 1,888,418 355,192 3.72% 3.72% 7 0 0.0% Q2 2026 Jul 21, 2026
JPMORGAN CHASE & CO History No change 1,533,948 284,731 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,476,303 277,677 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 1,465,956 275,731 0.27% 0.27% 10 0 0.0% Q2 2026 Aug 05, 2026
UBS Group AG History No change 1,307,346 245,898 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 1,249,539 235,025 0.26% 0.26% 12 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,247,059 234,560 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,221,245 229,703 0.11% 0.11% 14 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 1,131,013 212,732 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 14, 2026
Kestra Investment Management, LLC History No change 1,322,967 207,666 4.02% 4.02% 16 0 0.0% Q2 2026 Aug 05, 2026
Facet Wealth, Inc. History No change 884,912 166,443 2.39% 2.39% 17 0 0.0% Q2 2026 Jul 27, 2026
BENJAMIN EDWARDS INC History No change 825,427 155,261 1.42% 1.42% 18 0 0.0% Q2 2026 Jul 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 809,815 152,318 0.19% 0.19% 19 0 0.0% Q2 2026 Jul 29, 2026
FMR LLC History No change 697,287 131,152 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 657,270 123,625 0.11% 0.11% 21 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 550,068 103,461 0.14% 0.14% 22 0 0.0% Q2 2026 Aug 27, 2026
BLAIR WILLIAM & CO/IL History No change 501,346 94,298 0.25% 0.25% 23 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 500,298 94,101 6.47% 6.47% 24 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 480,739 90,420 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 437,273 82,246 0.99% 0.99% 26 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 420,115 79,076 0.09% 0.09% 27 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 415,167 78,088 0.33% 0.33% 28 0 0.0% Q2 2026 Aug 11, 2026
Madison Wealth Partners, Inc History No change 409,922 77,102 9.81% 9.81% 29 0 0.0% Q2 2026 Aug 12, 2026
KINTRA WEALTH, LLC History No change 365,112 71,175 3.72% 3.72% 30 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Group LLC History No change 372,777 70,115 7.89% 7.89% 31 0 0.0% Q2 2026 Aug 05, 2026
Modera Wealth Management, LLC History No change 354,960 66,764 0.71% 0.71% 32 0 0.0% Q2 2026 Aug 03, 2026
HOWE & RUSLING INC History No change 339,855 63,923 3.71% 3.71% 33 0 0.0% Q2 2026 Aug 10, 2026
Tanglewood Legacy Advisors, LLC History No change 335,931 63,185 20.39% 20.39% 34 0 0.0% Q2 2026 Aug 10, 2026
Curi Capital, LLC History No change 332,072 62,459 0.96% 0.96% 35 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 329,315 61,940 6.83% 6.83% 36 0 0.0% Q2 2026 Aug 10, 2026
Cardinal Strategic Wealth Guidance History No change 289,900 54,527 12.36% 12.36% 37 0 0.0% Q2 2026 Jul 30, 2026
Bleakley Financial Group, LLC History No change 267,472 50,308 0.64% 0.64% 38 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 265,006 49,845 0.3% 0.3% 39 0 0.0% Q2 2026 Aug 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 260,289 48,957 0.03% 0.03% 40 0 0.0% Q2 2026 Aug 12, 2026
Charles Schwab Trust Co History No change 254,306 47,832 2.67% 2.67% 41 0 0.0% Q2 2026 Jul 10, 2026
DDFG, Inc History No change 252,703 47,530 9.44% 9.44% 42 0 0.0% Q2 2026 Jul 28, 2026
Gotham Asset Management, LLC History No change 243,786 45,853 0.11% 0.11% 43 0 0.0% Q2 2026 Aug 14, 2026
Aurdan Capital Management, LLC History No change 243,754 45,847 11.63% 11.63% 44 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL SECURITIES, INC. History No change 231,839 43,606 0.53% 0.53% 45 0 0.0% Q2 2026 Aug 04, 2026
HILLTOP WEALTH ADVISORS, LLC History No change 228,398 42,959 21.24% 21.24% 46 0 0.0% Q2 2026 Aug 13, 2026
Veracity Capital LLC History No change 227,402 42,772 11.55% 11.55% 47 0 0.0% Q2 2026 Jul 10, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History No change 219,334 41,254 7.81% 7.81% 48 0 0.0% Q2 2026 Jul 13, 2026
Private Advisor Group, LLC History No change 216,562 40,733 0.19% 0.19% 49 0 0.0% Q2 2026 Jul 27, 2026
WESTWOOD HOLDINGS GROUP INC History No change 214,791 40,400 0.3% 0.3% 50 0 0.0% Q2 2026 Aug 14, 2026
Aspen Wealth Management LLC History No change 211,338 39,750 6.75% 6.75% 51 0 0.0% Q2 2026 Jul 31, 2026
SCS Capital Management LLC History No change 204,044 38,378 0.36% 0.36% 52 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 202,069 38,076 0.21% 0.21% 53 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 198,097 37,260 0.07% 0.07% 54 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History No change 195,323 36,738 0.12% 0.12% 55 0 0.0% Q2 2026 Jul 28, 2026
Rockefeller Capital Management L.P. History No change 192,183 36,147 0.06% 0.06% 56 0 0.0% Q2 2026 Aug 13, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 189,385 35,621 3.35% 3.35% 57 0 0.0% Q2 2026 Jul 14, 2026
Atlantic Union Bankshares Corp History No change 187,866 35,335 0.59% 0.59% 58 0 0.0% Q2 2026 Aug 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 226,543 35,139 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 179,657 33,791 0.36% 0.36% 60 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 179,638 33,788 0.03% 0.03% 61 0 0.0% Q2 2026 Aug 12, 2026
ForthRight Wealth Management, LLC History No change 171,918 32,336 8.27% 8.27% 62 0 0.0% Q2 2026 Aug 07, 2026
MML INVESTORS SERVICES, LLC History No change 166,331 31,285 0.06% 0.06% 63 0 0.0% Q2 2026 Aug 07, 2026
CX Institutional History Added to 159,903 30,981 0.84% 0.84% 64 +5,425 3.51% Q3 2026 Oct 02, 2026
Sanctuary Advisors, LLC History No change 163,131 30,683 0.14% 0.14% 65 0 0.0% Q2 2026 Aug 13, 2026
NorthStar Asset Management LLC /NJ/ History No change 161,629 30,400 12.36% 12.36% 66 0 0.0% Q2 2026 Aug 05, 2026
Madison Asset Management, LLC History No change 151,348 28,467 0.34% 0.34% 67 0 0.0% Q2 2026 Aug 10, 2026
Goldstone Financial Group, LLC History No change 147,931 27,824 2.54% 2.54% 68 0 0.0% Q2 2026 Aug 11, 2026
Alliance Private Wealth, LLC History No change 147,476 27,738 9.64% 9.64% 69 0 0.0% Q2 2026 Jul 09, 2026
Allianz Asset Management GmbH History No change 145,904 27,443 0.02% 0.02% 70 0 0.0% Q2 2026 Sep 02, 2026
Bank of New York Mellon Corp History No change 143,172 26,929 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 06, 2026
Waldron Private Wealth LLC History No change 142,383 26,780 0.93% 0.93% 72 0 0.0% Q2 2026 Jul 20, 2026
Spire Wealth Management History No change 138,357 26,023 0.79% 0.79% 73 0 0.0% Q2 2026 Jul 15, 2026
STIFEL FINANCIAL CORP History No change 138,172 25,989 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 137,906 25,938 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Strategies Wealth Advisors, LLC History No change 134,539 25,305 2.26% 2.26% 76 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 132,670 24,953 0.16% 0.16% 77 0 0.0% Q2 2026 Sep 08, 2026
Hudock, Inc. History No change 128,030 24,081 3.08% 3.08% 78 0 0.0% Q2 2026 Jul 31, 2026
Atria Investments, Inc History No change 127,601 24,000 0.24% 0.24% 79 0 0.0% Q2 2026 Jul 28, 2026
DOLIVER ADVISORS, LP History Reduced 120,602 23,366 5.1% 5.52% 80 -9,133 -7.04% Q3 2026 Oct 01, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 122,713 23,081 1.18% 1.18% 81 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 122,134 22,972 0.25% 0.25% 82 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 120,374 22,641 0.19% 0.19% 83 0 0.0% Q2 2026 Jul 27, 2026
RWA WEALTH PARTNERS, LLC History No change 119,223 22,424 0.21% 0.21% 84 0 0.0% Q2 2026 Aug 07, 2026
Birchcreek Wealth Management, LLC History No change 118,414 22,272 8.68% 8.68% 85 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 118,301 22,251 0.05% 0.05% 86 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 118,225 22,236 6.66% 6.66% 87 0 0.0% Q2 2026 Jul 07, 2026
Systelligence, LLC History No change 112,585 21,176 3.54% 3.54% 88 0 0.0% Q2 2026 Jul 14, 2026
Petix & Botte Co History No change 104,982 19,745 3.97% 3.97% 89 0 0.0% Q2 2026 Aug 04, 2026
PCA Investment Advisory Services Inc. History No change 101,558 19,102 5.33% 5.33% 90 0 0.0% Q2 2026 Jul 27, 2026
Canvas Wealth Advisors, LLC History No change 101,556 19,101 2.66% 2.66% 91 0 0.0% Q2 2026 Jul 10, 2026
Richard W. Paul & Associates, LLC History No change 100,700 18,940 5.79% 5.79% 92 0 0.0% Q2 2026 Aug 10, 2026
BlackRock, Inc. History No change 95,525 17,967 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 07, 2026
Mascoma Wealth Management LLC History No change 91,744 17,256 3.2% 3.2% 94 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 90,838 17,085 1.1% 1.1% 95 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 90,059 16,939 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 13, 2026
Roberts Financial Services LLC History No change 88,554 16,656 4.88% 4.88% 97 0 0.0% Q2 2026 Aug 06, 2026
Financial Council, LLC History No change 85,946 16,165 5.24% 5.24% 98 0 0.0% Q2 2026 Aug 04, 2026
Creative Planning History No change 84,716 15,934 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 13, 2026
IHT Wealth Management, LLC History No change 82,368 15,492 0.33% 0.33% 100 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 81,361 15,331 0.05% 0.05% 101 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 80,938 15,223 0.44% 0.44% 102 0 0.0% Q2 2026 Aug 11, 2026
Cosner Financial Group, LLC History No change 79,293 15,155 7.78% 7.78% 103 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 80,376 15,117 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 05, 2026
Allspring Global Investments Holdings, LLC History No change 79,015 14,801 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 13, 2026
STEVENS CAPITAL PARTNERS History No change 78,151 14,699 2.8% 2.8% 106 0 0.0% Q2 2026 Aug 07, 2026
Gallagher Fiduciary Advisors, LLC History No change 77,899 14,651 0.48% 0.48% 107 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 77,885 14,649 0.15% 0.15% 108 0 0.0% Q2 2026 Aug 11, 2026
Foundry Financial Group, Inc. History No change 77,418 14,561 6.3% 6.3% 109 0 0.0% Q2 2026 Jul 22, 2026
NORTHERN TRUST CORP History No change 76,340 14,358 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 75,859 14,268 0.5% 0.5% 111 0 0.0% Q2 2026 Aug 13, 2026
Brio Consultants, LLC History No change 75,494 14,199 1.66% 1.66% 112 0 0.0% Q2 2026 Aug 12, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 75,302 14,180 5.99% 5.99% 113 0 0.0% Q2 2026 Jul 14, 2026
Macro Advisors, Inc. History No change 74,910 14,089 4.49% 4.49% 114 0 0.0% Q2 2026 Aug 11, 2026
Cresset Asset Management, LLC History No change 72,807 13,694 0.05% 0.05% 115 0 0.0% Q2 2026 Aug 14, 2026
Seven Springs Wealth Group, LLC History No change 72,304 13,599 2.97% 2.97% 116 0 0.0% Q2 2026 Aug 04, 2026
OneDigital Investment Advisors LLC History No change 72,221 13,584 0.11% 0.11% 117 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 70,807 13,325 0.05% 0.05% 118 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 68,937 12,966 0.24% 0.24% 119 0 0.0% Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 66,605 12,527 0.14% 0.14% 120 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 66,492 12,517 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 10, 2026
Global Strategic Investment Solutions, LLC History No change 63,772 11,994 1.06% 1.06% 122 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 62,845 11,820 0.18% 0.18% 123 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 61,937 11,649 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 12, 2026
BOS Asset Management, LLC History No change 61,092 11,490 2.67% 2.67% 125 0 0.0% Q2 2026 Jul 13, 2026
Quent Capital, LLC History No change 60,599 11,398 0.7% 0.7% 126 0 0.0% Q2 2026 Aug 07, 2026
Johnson Financial Group, Inc. History No change 59,541 11,199 0.37% 0.37% 127 0 0.0% Q2 2026 Aug 10, 2026
Beacon Pointe Advisors, LLC History No change 56,955 10,712 0.05% 0.05% 128 0 0.0% Q2 2026 Aug 18, 2026
TRUIST FINANCIAL CORP History No change 55,562 10,450 0.01% 0.01% 129 0 0.0% Q2 2026 Jul 28, 2026
AQR CAPITAL MANAGEMENT LLC History No change 50,635 9,523 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Bawa N Mallick Trust History No change 50,254 9,452 3.06% 3.06% 131 0 0.0% Q2 2026 Aug 14, 2026
Banque Transatlantique SA History No change 50,120 9,427 0.2% 0.2% 132 0 0.0% Q2 2026 Jul 30, 2026
South Shore Capital Advisors History No change 49,860 9,378 6.28% 6.28% 133 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Advisors, LLC History No change 48,940 9,205 0.03% 0.03% 134 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 48,727 9,163 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 13, 2026
MOTIVE WEALTH ADVISORS History No change 48,463 9,115 3.75% 3.75% 136 0 0.0% Q2 2026 Jul 20, 2026
Phoenix Wealth Advisors History No change 48,409 9,105 3.07% 3.07% 137 0 0.0% Q2 2026 Jul 31, 2026
Perigon Wealth Management, LLC History No change 48,107 9,048 0.14% 0.14% 138 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 45,800 8,674 0.01% 0.01% 139 0 0.0% Q2 2026 Jul 15, 2026
Spectrum Wealth Advisory Group, LLC History No change 45,564 8,570 2.44% 2.44% 140 0 0.0% Q2 2026 Aug 06, 2026
LEGACY SOLUTIONS, LLC History No change 44,454 8,361 6.77% 6.77% 141 0 0.0% Q2 2026 Jul 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 43,839 8,246 0.13% 0.13% 142 0 0.0% Q2 2026 Aug 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 43,641 8,208 0.39% 0.39% 143 0 0.0% Q2 2026 Aug 11, 2026
Merkkuri Wealth Advisors LLC History No change 42,803 8,050 4.99% 4.99% 144 0 0.0% Q2 2026 Jul 27, 2026
HRT FINANCIAL LP History No change 42,000 7,899 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 41,982 7,896 0.06% 0.06% 146 0 0.0% Q2 2026 Aug 12, 2026
PARK AVENUE SECURITIES LLC History No change 41,753 7,853 0.05% 0.05% 147 0 0.0% Q2 2026 Jul 20, 2026
Amplius Wealth Advisors, LLC History No change 41,305 7,769 0.57% 0.57% 148 0 0.0% Q2 2026 Jul 17, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History No change 41,010 7,713 2.22% 2.22% 149 0 0.0% Q2 2026 Jul 14, 2026
Advisory Services Network, LLC History No change 40,404 7,599 0.09% 0.09% 150 0 0.0% Q2 2026 Aug 12, 2026
Ackerman Capital Advisors, LLC History No change 40,281 7,576 1.53% 1.53% 151 0 0.0% Q2 2026 Jul 30, 2026
Able Wealth Management LLC History No change 40,167 7,555 1.73% 1.73% 152 0 0.0% Q2 2026 Jul 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 39,414 7,413 0.34% 0.34% 153 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 37,781 7,106 0.11% 0.11% 154 0 0.0% Q2 2026 Aug 06, 2026
Endowment Wealth Management, Inc. History No change 36,936 6,947 2.69% 2.69% 155 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Advisory, LLC History No change 36,272 6,822 0.57% 0.57% 156 0 0.0% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History No change 37,614 6,815 0.11% 0.11% 157 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 37,614 6,815 0.11% 0.11% 158 0 0.0% Q2 2026 Jul 29, 2026
Old Mission Investment Co LLC History No change 36,105 6,790 1.41% 1.41% 159 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 35,104 6,602 0.43% 0.43% 160 0 0.0% Q2 2026 Jul 08, 2026
Rooted Wealth Advisors, Inc. History No change 34,793 6,544 1.6% 1.6% 161 0 0.0% Q2 2026 Jul 28, 2026
DEUTSCHE BANK AG\ History No change 33,933 6,382 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 33,601 6,319 0.08% 0.08% 163 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 33,441 6,289 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
MCDONALD PARTNERS LLC History No change 32,000 6,018 1.46% 1.46% 165 0 0.0% Q2 2026 Jul 28, 2026
1900 WEALTH MANAGEMENT LLC History No change 31,526 5,929 0.33% 0.33% 166 0 0.0% Q2 2026 Aug 04, 2026
Essex Financial Services, Inc. History No change 30,663 5,767 0.29% 0.29% 167 0 0.0% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History No change 30,596 5,754 0.07% 0.07% 168 0 0.0% Q2 2026 Aug 05, 2026
Lido Advisors, LLC History No change 30,575 5,750 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 07, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 30,550 5,746 2.87% 2.87% 170 0 0.0% Q2 2026 Aug 12, 2026
Windward Private Wealth Management Inc. History No change 30,403 5,718 1.83% 1.83% 171 0 0.0% Q2 2026 Aug 04, 2026
Cornell Pochily Investment Advisors, Inc. History No change 29,673 5,581 1.5% 1.5% 172 0 0.0% Q2 2026 Jul 15, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 29,420 5,533 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 10, 2026
Garde Capital, Inc. History No change 29,323 5,515 0.25% 0.25% 174 0 0.0% Q2 2026 Jul 31, 2026
Independence Financial Advisors, LLC History No change 29,117 5,476 1.42% 1.42% 175 0 0.0% Q2 2026 Jul 09, 2026
Quantinno Capital Management LP History No change 29,023 5,458 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 13, 2026
Flagship Private Wealth, LLC History No change 28,999 5,454 1.93% 1.93% 177 0 0.0% Q2 2026 Aug 04, 2026
WealthShield Partners, LLC History No change 28,938 5,442 0.83% 0.83% 178 0 0.0% Q2 2026 Aug 12, 2026
Columbus Macro, LLC History No change 28,856 5,427 0.53% 0.53% 179 0 0.0% Q2 2026 Jul 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 28,608 5,380 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 28,293 5,321 0.13% 0.13% 181 0 0.0% Q2 2026 Jul 20, 2026
Stonebridge Financial Planning Group, LLC History No change 28,156 5,295 1.69% 1.69% 182 0 0.0% Q2 2026 Jul 31, 2026
Neumann Capital Management, LLC History No change 27,866 5,241 3.47% 3.47% 183 0 0.0% Q2 2026 Jul 10, 2026
JMG Financial Group, Ltd. History No change 27,811 5,230 0.13% 0.13% 184 0 0.0% Q2 2026 Jul 31, 2026
Greenline Partners, LLC History No change 27,574 5,186 0.53% 0.53% 185 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 27,535 5,179 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 14, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 30,413 5,107 0.72% 0.72% 187 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 27,123 5,101 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 27,054 5,088 0.06% 0.06% 189 0 0.0% Q2 2026 Aug 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 26,910 5,061 0.34% 0.34% 190 0 0.0% Q2 2026 Aug 04, 2026
M&T BANK CORP History No change 26,820 5,044 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 26,177 4,923 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 27,171 4,914 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 13, 2026
Kingsview Wealth Management, LLC History No change 25,818 4,856 0.06% 0.06% 194 0 0.0% Q2 2026 Aug 18, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 25,572 4,809 0.09% 0.09% 195 0 0.0% Q2 2026 Jul 15, 2026
US BANCORP \DE\ History No change 25,284 4,755 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 25,200 4,740 0.03% 0.03% 197 0 0.0% Q2 2026 Jul 29, 2026
Omega Financial Group, LLC History No change 25,020 4,706 1.43% 1.43% 198 0 0.0% Q2 2026 Jul 21, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 25,004 4,702 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 19, 2026
Clearstead Advisors, LLC History No change 24,474 4,603 0.04% 0.04% 200 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 23,285 4,379 0.4% 0.4% 201 0 0.0% Q2 2026 Jul 22, 2026
CITADEL ADVISORS LLC History No change 22,898 4,306 0.0% 0.0% 202 0 0.0% Q2 2026 Sep 02, 2026
Valpey Financial Services, LLC History No change 22,879 4,303 2.56% 2.56% 203 0 0.0% Q2 2026 Aug 11, 2026
Americana Partners, LLC History No change 22,860 4,299 0.1% 0.1% 204 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History No change 22,748 4,283 0.06% 0.06% 205 0 0.0% Q2 2026 Jul 15, 2026
TD Waterhouse Canada Inc. History No change 22,803 4,272 0.01% 0.01% 206 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 22,630 4,256 0.09% 0.09% 207 0 0.0% Q2 2026 Jul 30, 2026
CENTRAL TRUST Co History No change 22,583 4,247 0.08% 0.08% 208 0 0.0% Q2 2026 Jul 31, 2026
William Howard & Co Financial Advisors Inc History No change 22,566 4,244 3.3% 3.3% 209 0 0.0% Q2 2026 Jul 09, 2026
Western Wealth Management, LLC History No change 22,519 4,235 0.14% 0.14% 210 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 22,154 4,166 0.02% 0.02% 211 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 21,976 4,133 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 11, 2026
Van Diest Capital, LLC History No change 21,804 4,101 3.67% 3.67% 213 0 0.0% Q2 2026 Aug 04, 2026
EP Wealth Advisors, LLC History No change 21,686 4,078 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 11, 2026
Trek Financial, LLC History No change 21,296 4,005 0.2% 0.2% 215 0 0.0% Q2 2026 Aug 13, 2026
Colorado Capital Management, Inc. History No change 21,049 3,959 1.35% 1.35% 216 0 0.0% Q2 2026 Jul 08, 2026
Orion Porfolio Solutions, LLC History No change 20,934 3,937 0.03% 0.03% 217 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 20,849 3,921 0.02% 0.02% 218 0 0.0% Q2 2026 Jul 24, 2026
Bulwark Capital Corp History No change 20,845 3,920 2.21% 2.21% 219 0 0.0% Q2 2026 Jul 06, 2026
Caprock Group, LLC History No change 20,633 3,881 0.07% 0.07% 220 0 0.0% Q2 2026 Jul 27, 2026
JANE STREET GROUP, LLC History No change 20,310 3,820 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 20,021 3,765 0.07% 0.07% 222 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Advisory Services, LLC History No change 19,833 3,730 0.08% 0.08% 223 0 0.0% Q2 2026 Aug 14, 2026
RFG Advisory, LLC History No change 19,499 3,667 0.06% 0.06% 224 0 0.0% Q2 2026 Jul 15, 2026
Sovereign Financial Group, Inc. History No change 19,353 3,640 0.56% 0.56% 225 0 0.0% Q2 2026 Jul 24, 2026
Eagle Strategies LLC History No change 19,207 3,612 0.36% 0.36% 226 0 0.0% Q2 2026 Jul 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 18,869 3,549 0.34% 0.34% 227 0 0.0% Q2 2026 Jul 22, 2026
HARBOUR INVESTMENTS, INC. History No change 18,803 3,536 0.05% 0.05% 228 0 0.0% Q2 2026 Aug 12, 2026
RASP WEALTH SOLUTIONS, LLC History No change 18,787 3,533 1.18% 1.18% 229 0 0.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History No change 18,731 3,523 0.36% 0.36% 230 0 0.0% Q2 2026 Aug 12, 2026
Stokes Family Office, LLC History No change 18,410 3,462 0.4% 0.4% 231 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 18,263 3,435 0.27% 0.27% 232 0 0.0% Q2 2026 Jul 28, 2026
HighPoint Advisor Group LLC History No change 17,664 3,322 0.12% 0.12% 233 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 17,366 3,266 0.08% 0.08% 234 0 0.0% Q2 2026 Aug 07, 2026
NICOLET BANKSHARES INC History No change 17,015 3,199 0.1% 0.1% 235 0 0.0% Q2 2026 Aug 11, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 16,969 3,191 0.87% 0.87% 236 0 0.0% Q2 2026 Jul 23, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 16,947 3,187 0.32% 0.32% 237 0 0.0% Q2 2026 Jul 16, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 16,875 3,173 0.82% 0.82% 238 0 0.0% Q2 2026 Aug 07, 2026
NBT BANK, N.A. History No change 16,536 3,110 0.21% 0.21% 239 0 0.0% Q2 2026 Jul 29, 2026
CAHILL FINANCIAL ADVISORS INC History No change 16,512 3,105 0.3% 0.3% 240 0 0.0% Q2 2026 Aug 11, 2026
TriaGen Wealth Management LLC History No change 16,483 3,100 0.78% 0.78% 241 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 16,405 3,085 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
Integrated Advisors Network LLC History No change 16,030 3,015 0.14% 0.14% 243 0 0.0% Q2 2026 Aug 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 15,679 2,949 0.19% 0.19% 244 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 15,532 2,921 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 10, 2026
Vestmark Advisory Solutions, Inc. History No change 15,436 2,903 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 14, 2026
Watchman Group, Inc. History No change 15,069 2,834 0.63% 0.63% 247 0 0.0% Q2 2026 Jul 24, 2026
Biondo Investment Advisors, LLC History No change 14,952 2,812 0.34% 0.34% 248 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History No change 14,763 2,776 0.26% 0.26% 249 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 14,707 2,766 0.03% 0.03% 250 0 0.0% Q2 2026 Aug 03, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 14,687 2,762 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 12, 2026
Keenan, LLC History No change 14,602 2,746 1.94% 1.94% 252 0 0.0% Q2 2026 Aug 07, 2026
PLANNING DIRECTIONS INC History No change 14,559 2,738 1.27% 1.27% 253 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 14,215 2,673 0.13% 0.13% 254 0 0.0% Q2 2026 Jul 16, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 14,190 2,668 1.47% 1.47% 255 0 0.0% Q2 2026 Jul 23, 2026
BRIGHTON JONES LLC History No change 13,837 2,602 0.05% 0.05% 256 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 13,793 2,594 0.03% 0.03% 257 0 0.0% Q2 2026 Aug 10, 2026
MGO ONE SEVEN LLC History No change 13,735 2,583 0.04% 0.04% 258 0 0.0% Q2 2026 Jul 31, 2026
Farther Finance Advisors, LLC History No change 13,652 2,567 0.02% 0.02% 259 0 0.0% Q2 2026 Jul 17, 2026
Topel & Distasi Wealth Management, LLC History No change 13,625 2,562 1.24% 1.24% 260 0 0.0% Q2 2026 Aug 07, 2026
Vise Technologies, Inc. History No change 13,367 2,514 0.03% 0.03% 261 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 13,172 2,477 0.09% 0.09% 262 0 0.0% Q2 2026 Jul 22, 2026
Navigation Group, LLC History No change 12,619 2,373 0.46% 0.46% 263 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 12,429 2,337 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
GC Wealth Management RIA, LLC History No change 12,343 2,321 0.13% 0.13% 265 0 0.0% Q2 2026 Jul 16, 2026
BCS Wealth Management History No change 12,303 2,314 0.42% 0.42% 266 0 0.0% Q2 2026 Jul 16, 2026
Summit Financial, LLC History No change 12,261 2,306 0.03% 0.03% 267 0 0.0% Q2 2026 Aug 12, 2026
White Lighthouse Investment Management Inc. History No change 12,257 2,305 0.29% 0.29% 268 0 0.0% Q2 2026 Aug 04, 2026
RFG - Bristol Wealth Advisors, LLC History No change 12,144 2,284 0.55% 0.55% 269 0 0.0% Q2 2026 Jul 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 12,015 2,259 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History No change 11,937 2,245 0.03% 0.03% 271 0 0.0% Q2 2026 Aug 14, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 11,772 2,214 1.33% 1.33% 272 0 0.0% Q2 2026 Jul 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 11,727 2,205 0.09% 0.09% 273 0 0.0% Q2 2026 Jul 27, 2026
UPTICK PARTNERS, LLC History No change 11,670 2,195 0.34% 0.34% 274 0 0.0% Q2 2026 Aug 10, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 11,609 2,183 0.22% 0.22% 275 0 0.0% Q2 2026 Aug 13, 2026
BEAM WEALTH ADVISORS, INC. History No change 11,491 2,161 0.48% 0.48% 276 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 11,430 2,149 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 17, 2026
Perennial Investment Advisors, LLC History No change 11,388 2,141 0.14% 0.14% 278 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 11,166 2,100 0.15% 0.15% 279 0 0.0% Q2 2026 Aug 13, 2026
Sterling Investment Counsel, LLC History No change 11,129 2,093 0.49% 0.49% 280 0 0.0% Q2 2026 Jul 20, 2026
St. Clair Advisors, LLC History No change 11,054 2,079 0.53% 0.53% 281 0 0.0% Q2 2026 Jul 06, 2026
GLENMEDE TRUST CO NA History No change 10,815 2,034 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 10,621 1,997 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 14, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 10,621 1,997 0.31% 0.31% 284 0 0.0% Q2 2026 Jul 22, 2026
GSG Advisors LLC History No change 10,616 1,996 0.44% 0.44% 285 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 10,550 1,984 0.02% 0.02% 286 0 0.0% Q2 2026 Jul 20, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 10,428 1,961 0.09% 0.09% 287 0 0.0% Q2 2026 Jul 23, 2026
Hubbell Strickland Wealth Management, LLC History No change 10,171 1,913 0.69% 0.69% 288 0 0.0% Q2 2026 Jul 29, 2026
Diversified Enterprises, LLC History No change 10,144 1,908 0.09% 0.09% 289 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 10,121 1,903 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 03, 2026
YHB Investment Advisors, Inc. History No change 10,077 1,895 0.12% 0.12% 291 0 0.0% Q2 2026 Jul 14, 2026
CIM, LLC History No change 10,063 1,892 0.24% 0.24% 292 0 0.0% Q2 2026 Aug 13, 2026
Darden Wealth Group Inc History No change 10,046 1,889 0.75% 0.75% 293 0 0.0% Q2 2026 Aug 06, 2026
Waverly Advisors, LLC History No change 9,880 1,858 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 9,807 1,844 0.05% 0.05% 295 0 0.0% Q2 2026 Jul 31, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 9,788 1,841 0.56% 0.56% 296 0 0.0% Q2 2026 Jul 29, 2026
Crestwood Advisors Group, LLC History No change 9,698 1,824 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 03, 2026
SWEENEY & MICHEL, LLC History No change 9,359 1,817 0.48% 0.48% 298 0 0.0% Q2 2026 Aug 10, 2026
SATOVSKY ASSET MANAGEMENT LLC History No change 9,470 1,781 0.28% 0.28% 299 0 0.0% Q2 2026 Aug 13, 2026
CATALYST PRIVATE WEALTH, LLC History No change 9,438 1,775 0.86% 0.86% 300 0 0.0% Q2 2026 Jul 21, 2026