iSHARES TRUST - IUSV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 87,142,505 | 9,598,746 | 0.62% | 0.62% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 17,438,274 | 1,920,825 | 0.43% | 0.43% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 9,794,840 | 1,078,901 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,102,785 | 889,936 | 0.36% | 0.36% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,575,951 | 834,476 | 0.2% | 0.2% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,871,244 | 536,567 | 7.17% | 7.17% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Investment Management, LLC | History | No change | 4,464,120 | 491,722 | 9.53% | 9.53% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 4,235,766 | 466,569 | 4.89% | 4.89% | 8 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASPIRIANT, LLC | History | No change | 3,685,507 | 405,961 | 10.02% | 10.02% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 2,976,786 | 327,892 | 2.0% | 2.0% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,917,456 | 211,322 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,655,527 | 182,356 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,601,375 | 176,391 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,576,412 | 173,641 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,540,958 | 169,736 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,392,296 | 153,364 | 1.4% | 1.4% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,192,955 | 131,403 | 1.4% | 1.4% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,189,639 | 131,038 | 0.34% | 0.34% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Group, Inc. | History | No change | 1,131,712 | 124,658 | 3.31% | 3.31% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,131,519 | 124,636 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 997,535 | 109,878 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Auto-Owners Insurance Co | History | No change | 864,000 | 95,221 | 2.15% | 2.15% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 851,253 | 93,765 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 808,560 | 89,062 | 7.51% | 7.51% | 24 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | No change | 755,194 | 83,184 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 744,190 | 81,972 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 695,001 | 76,554 | 0.38% | 0.38% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 671,256 | 73,938 | 0.89% | 0.89% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 669,764 | 73,774 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 664,617 | 73,207 | 8.59% | 8.59% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KINTRA WEALTH, LLC | History | No change | 591,891 | 68,256 | 3.57% | 3.57% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 603,501 | 66,491 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 587,665 | 64,731 | 0.27% | 0.27% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | No change | 573,084 | 63,125 | 0.97% | 0.97% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 532,868 | 58,695 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 482,741 | 53,173 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 472,655 | 52,062 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 460,850 | 50,706 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 450,235 | 49,593 | 0.33% | 0.33% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nadler Financial Group, Inc. | History | No change | 443,540 | 48,855 | 4.14% | 4.14% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 429,490 | 47,308 | 1.81% | 1.81% | 41 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HOWE & RUSLING INC | History | No change | 416,948 | 45,926 | 2.66% | 2.66% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 410,476 | 45,214 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 398,466 | 43,891 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 397,894 | 43,828 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 397,448 | 43,778 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 391,557 | 43,740 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 383,487 | 42,241 | 13.63% | 13.63% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 375,135 | 41,321 | 0.69% | 0.69% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Veracity Capital LLC | History | No change | 368,402 | 40,579 | 10.96% | 10.96% | 50 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 354,360 | 39,033 | 0.53% | 0.53% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 330,925 | 36,451 | 10.17% | 10.17% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Madison Wealth Partners, Inc | History | No change | 319,929 | 35,240 | 4.48% | 4.48% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Townsend & Associates, Inc | History | No change | 316,302 | 35,220 | 3.0% | 3.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 311,418 | 34,302 | 14.33% | 14.33% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DDFG, Inc | History | No change | 300,399 | 33,088 | 6.57% | 6.57% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 294,358 | 32,423 | 8.29% | 8.29% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 287,524 | 31,670 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 282,318 | 31,097 | 7.01% | 7.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 264,252 | 29,107 | 0.17% | 0.17% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 254,875 | 28,074 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 252,461 | 27,808 | 0.2% | 0.2% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 249,449 | 27,476 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Modern Wealth Management, LLC | History | No change | 247,856 | 27,301 | 0.33% | 0.33% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salus Financial Advisors, LLC | History | No change | 243,298 | 26,799 | 13.21% | 13.21% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 243,044 | 26,771 | 0.12% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 237,417 | 26,151 | 0.29% | 0.29% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 236,853 | 26,089 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garde Capital, Inc. | History | No change | 232,407 | 25,599 | 1.15% | 1.15% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 221,191 | 24,364 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GDS Wealth Management | History | No change | 212,872 | 23,447 | 1.12% | 1.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Private Wealth, LLC | History | No change | 207,767 | 22,885 | 7.95% | 7.95% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steele Capital Management, Inc. | History | No change | 206,988 | 22,799 | 0.84% | 0.84% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waldron Private Wealth LLC | History | No change | 206,863 | 22,786 | 0.79% | 0.79% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 204,617 | 22,538 | 8.78% | 8.78% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | No change | 192,775 | 21,475 | 9.08% | 9.08% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 192,811 | 21,238 | 0.2% | 0.2% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 191,032 | 21,042 | 1.88% | 1.88% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SkyOak Wealth, LLC | History | No change | 189,458 | 20,868 | 3.41% | 3.41% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| High Probability Advisors, LLC | History | No change | 189,323 | 20,853 | 2.23% | 2.23% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 187,372 | 20,638 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 184,588 | 20,332 | 6.22% | 6.22% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 183,058 | 20,171 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 173,977 | 19,163 | 0.16% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allianz Asset Management GmbH | History | No change | 170,990 | 18,834 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 164,622 | 18,133 | 1.51% | 1.51% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Partners Group, Inc | History | No change | 159,702 | 17,591 | 1.79% | 1.79% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 154,658 | 17,035 | 0.32% | 0.32% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 154,119 | 16,976 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 153,901 | 16,952 | 0.12% | 0.12% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 151,715 | 16,711 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | No change | 148,121 | 16,334 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 147,513 | 16,254 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 146,101 | 16,093 | 1.43% | 1.43% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 141,664 | 15,604 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cosner Financial Group, LLC | History | No change | 141,107 | 15,542 | 7.98% | 7.98% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 140,385 | 15,463 | 0.31% | 0.31% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 134,589 | 14,824 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 134,115 | 14,772 | 0.95% | 0.95% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 134,098 | 14,770 | 6.19% | 6.19% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keenan, LLC | History | No change | 132,366 | 14,580 | 10.3% | 10.3% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARWA LLC | History | No change | 128,517 | 14,478 | 6.01% | 6.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 130,015 | 14,321 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Petix & Botte Co | History | No change | 128,789 | 14,186 | 2.86% | 2.86% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 125,306 | 13,802 | 0.66% | 0.66% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 121,788 | 13,414 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 115,577 | 12,730 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 115,040 | 12,671 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Weil Company, Inc. | History | No change | 111,888 | 12,324 | 2.17% | 2.17% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Roberts Financial Services LLC | History | No change | 111,670 | 12,300 | 3.6% | 3.6% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 110,696 | 12,193 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lutz Financial Services LLC | History | No change | 110,245 | 12,143 | 0.74% | 0.74% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 109,887 | 12,093 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 105,349 | 11,604 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IFG Advisory, LLC | History | No change | 105,162 | 11,583 | 0.41% | 0.41% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 104,872 | 11,551 | 0.17% | 0.17% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | No change | 102,816 | 11,325 | 0.29% | 0.29% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 101,192 | 11,146 | 0.32% | 0.32% | 118 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tortoise Investment Management, LLC | History | No change | 100,080 | 11,023 | 0.82% | 0.82% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpha Zero LLC | History | No change | 96,604 | 10,883 | 4.13% | 4.13% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 96,387 | 10,617 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 96,105 | 10,585 | 0.65% | 0.65% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 95,713 | 10,542 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 94,711 | 10,432 | 0.34% | 0.34% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Council, LLC | History | No change | 90,868 | 10,009 | 3.25% | 3.25% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 86,730 | 9,553 | 0.18% | 0.18% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 86,389 | 9,515 | 0.8% | 0.8% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 83,214 | 9,166 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial Group, Inc. | History | No change | 82,226 | 9,057 | 3.92% | 3.92% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 81,196 | 8,943 | 1.25% | 1.25% | 130 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 78,975 | 8,699 | 0.64% | 0.64% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 83,216 | 8,508 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 77,236 | 8,507 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Family Capital Management, Inc. | History | No change | 76,041 | 8,375 | 3.25% | 3.25% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 76,013 | 8,374 | 0.92% | 0.92% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighMark Wealth Management LLC | History | No change | 75,506 | 8,316 | 2.79% | 2.79% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 75,144 | 8,277 | 3.4% | 3.4% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 72,992 | 8,040 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 71,676 | 7,896 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 71,180 | 7,840 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 71,120 | 7,833 | 6.34% | 6.34% | 141 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 70,949 | 7,815 | 0.24% | 0.24% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 69,391 | 7,643 | 0.14% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 67,360 | 7,420 | 0.29% | 0.29% | 144 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 67,246 | 7,407 | 0.08% | 0.08% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Townsend Financial Planning, LLC | History | No change | 66,032 | 7,273 | 6.34% | 6.34% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Able Wealth Management LLC | History | No change | 65,508 | 7,215 | 1.66% | 1.66% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 65,069 | 7,167 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Independence Financial Advisors, LLC | History | No change | 63,795 | 7,027 | 1.82% | 1.82% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | No change | 62,727 | 6,909 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 60,856 | 6,703 | 1.48% | 1.48% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Columbus Macro, LLC | History | No change | 59,827 | 6,589 | 0.64% | 0.64% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 58,938 | 6,492 | 1.23% | 1.23% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 57,271 | 6,349 | 3.96% | 3.96% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SCS Capital Management LLC | History | No change | 56,387 | 6,211 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 56,366 | 6,208 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elm Partners Management LLC | History | No change | 55,571 | 6,121 | 0.22% | 0.22% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Old Mission Investment Co LLC | History | No change | 55,257 | 6,086 | 1.27% | 1.27% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 54,741 | 6,029 | 0.09% | 0.09% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 54,346 | 5,986 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 52,080 | 5,736 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Advisors Network LLC | History | No change | 51,476 | 5,670 | 0.26% | 0.26% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eley Financial Management, Inc | History | No change | 51,439 | 5,666 | 1.83% | 1.83% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 50,974 | 5,614 | 0.17% | 0.17% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 50,872 | 5,603 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 50,297 | 5,540 | 0.56% | 0.56% | 166 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 50,013 | 5,508 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 49,111 | 5,430 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Wealth Partners, LLC | History | No change | 49,048 | 5,402 | 0.77% | 0.77% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Variant Private Wealth, LLC | History | No change | 47,616 | 5,244 | 5.9% | 5.9% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 47,013 | 5,178 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 46,626 | 5,135 | 1.41% | 1.41% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 46,125 | 5,080 | 2.51% | 2.51% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 45,179 | 4,976 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Breakwater Capital Group | History | No change | 44,873 | 4,942 | 0.59% | 0.59% | 175 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 44,361 | 4,886 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Venturi Wealth Management, LLC | History | No change | 44,127 | 4,860 | 0.19% | 0.19% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Towne Trust Company, N.A | History | No change | 43,291 | 4,768 | 1.45% | 1.45% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Certified Advisory Corp | History | No change | 42,269 | 4,655 | 0.38% | 0.38% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 42,174 | 4,645 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Management Group, Inc. | History | No change | 41,777 | 4,601 | 0.67% | 0.67% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 40,116 | 4,418 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Management Partners, LLC | History | No change | 39,998 | 4,405 | 1.04% | 1.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | No change | 39,724 | 4,375 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 39,329 | 4,332 | 1.34% | 1.34% | 185 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| NORTHERN TRUST CORP | History | No change | 38,824 | 4,276 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 38,495 | 4,240 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M&T BANK CORP | History | No change | 38,345 | 4,223 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 37,277 | 4,198 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 37,277 | 4,198 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 37,500 | 4,130 | 1.32% | 1.32% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 37,153 | 4,092 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trek Financial, LLC | History | No change | 36,621 | 4,033 | 0.2% | 0.2% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 36,057 | 3,971 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenline Partners, LLC | History | No change | 35,658 | 3,927 | 0.4% | 0.4% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 35,098 | 3,866 | 0.16% | 0.16% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | No change | 34,118 | 3,758 | 1.88% | 1.88% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 33,901 | 3,734 | 0.96% | 0.96% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 33,883 | 3,732 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 31,906 | 3,514 | 0.45% | 0.45% | 200 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 31,393 | 3,457 | 1.67% | 1.67% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Family Manage LLC | History | No change | 31,284 | 3,445 | 0.35% | 0.35% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 30,945 | 3,408 | 0.54% | 0.54% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighPoint Advisor Group LLC | History | No change | 29,610 | 3,261 | 0.11% | 0.11% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 29,547 | 3,254 | 0.36% | 0.36% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 28,904 | 3,183 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Guidance Point Advisors, LLC | History | No change | 28,606 | 3,151 | 0.67% | 0.67% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28,364 | 3,124 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Financial, LLC | History | No change | 27,987 | 3,082 | 0.36% | 0.36% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 27,969 | 3,080 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eagle Strategies LLC | History | No change | 27,887 | 3,071 | 0.31% | 0.31% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 27,648 | 3,045 | 1.82% | 1.82% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 27,415 | 3,019 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 27,343 | 3,011 | 0.1% | 0.1% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VestGen Advisors, LLC | History | No change | 27,135 | 2,988 | 0.09% | 0.09% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 27,058 | 2,980 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 27,020 | 2,976 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Valpey Financial Services, LLC | History | No change | 26,960 | 2,969 | 1.77% | 1.77% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 26,936 | 2,966 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 26,701 | 2,941 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 26,258 | 2,892 | 0.72% | 0.72% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 26,157 | 2,881 | 1.3% | 1.3% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 25,920 | 2,855 | 0.28% | 0.28% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| General Partner, Inc. | History | No change | 25,634 | 2,823 | 1.52% | 1.52% | 224 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 25,390 | 2,796 | 0.22% | 0.22% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 25,147 | 2,769 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Lake Advisory, LLC | History | No change | 24,836 | 2,735 | 0.98% | 0.98% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 24,500 | 2,698 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Life Planning Partners, Inc | History | No change | 24,491 | 2,697 | 2.0% | 2.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Regal Investment Advisors LLC | History | No change | 24,218 | 2,667 | 0.14% | 0.14% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MFA Wealth Services | History | No change | 24,157 | 2,660 | 1.59% | 1.59% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 23,953 | 2,638 | 0.71% | 0.71% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 23,363 | 2,573 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 23,173 | 2,552 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 23,146 | 2,549 | 0.44% | 0.44% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Planning Network, Inc. | History | No change | 22,487 | 2,476 | 0.31% | 0.31% | 236 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MATAURO, LLC | History | No change | 22,319 | 2,458 | 0.32% | 0.32% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 22,152 | 2,440 | 0.23% | 0.23% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 21,952 | 2,419 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caprock Group, LLC | History | No change | 21,771 | 2,398 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 21,166 | 2,331 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 20,932 | 2,305 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 20,721 | 2,282 | 0.35% | 0.35% | 243 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | No change | 20,668 | 2,276 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Drake & Associates, LLC | History | No change | 20,238 | 2,229 | 0.38% | 0.38% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Denver PWM, LLC | History | No change | 19,221 | 2,217 | 0.73% | 0.73% | 246 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 19,889 | 2,190 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joule Financial, LLC | History | No change | 19,474 | 2,145 | 0.58% | 0.58% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NWF Advisory Services Inc. | History | No change | 19,472 | 2,144 | 0.2% | 0.2% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Next Capital Management LLC | History | No change | 19,159 | 2,110 | 0.57% | 0.57% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Heartland Consultants, Inc. | History | No change | 19,105 | 2,104 | 0.14% | 0.14% | 251 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 18,693 | 2,059 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 18,661 | 2,055 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 18,351 | 2,021 | 0.2% | 0.2% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 18,290 | 2,014 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 18,219 | 2,006 | 0.1% | 0.1% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 17,969 | 1,979 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 17,561 | 1,934 | 0.1% | 0.1% | 258 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TL Private Wealth | History | No change | 17,105 | 1,912 | 0.7% | 0.7% | 259 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BESSEMER GROUP INC | History | No change | 16,756 | 1,845 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 16,398 | 1,806 | 0.28% | 0.28% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TriaGen Wealth Management LLC | History | No change | 16,304 | 1,795 | 0.45% | 0.45% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 16,244 | 1,789 | 0.3% | 0.3% | 263 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 16,241 | 1,788 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 15,964 | 1,758 | 0.12% | 0.12% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WJ Wealth Management, LLC | History | No change | 15,956 | 1,757 | 0.69% | 0.69% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 15,900 | 1,751 | 0.27% | 0.27% | 267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,736 | 1,733 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 15,307 | 1,712 | 0.55% | 0.55% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Traub Capital Management LLC | History | No change | 15,284 | 1,683 | 1.5% | 1.5% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waverly Advisors, LLC | History | No change | 15,165 | 1,670 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 15,080 | 1,661 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Soltis Investment Advisors LLC | History | No change | 14,901 | 1,641 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 14,756 | 1,625 | 0.21% | 0.21% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 14,742 | 1,623 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 14,527 | 1,600 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 14,365 | 1,582 | 0.33% | 0.33% | 277 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| One Day In July LLC | History | No change | 14,094 | 1,552 | 0.11% | 0.11% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambria Investment Management, L.P. | History | No change | 14,000 | 1,542 | 0.08% | 0.08% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 14,000 | 1,542 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13,993 | 1,541 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 13,624 | 1,500 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Inspire Advisors, LLC | History | No change | 13,363 | 1,471 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 13,310 | 1,466 | 0.3% | 0.3% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 13,299 | 1,464 | 0.57% | 0.57% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boyd Wealth Management, LLC | History | No change | 13,275 | 1,462 | 0.55% | 0.55% | 286 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SYON CAPITAL LLC | History | No change | 13,239 | 1,458 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 13,151 | 1,448 | 0.96% | 0.96% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 13,073 | 1,440 | 0.46% | 0.46% | 289 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carr Financial Group Corp | History | No change | 12,667 | 1,395 | 0.32% | 0.32% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 12,639 | 1,392 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 12,557 | 1,383 | 0.15% | 0.15% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Point72 Asset Management, L.P. | History | No change | 12,551 | 1,382 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prism Planning Partners LLC | History | No change | 12,340 | 1,359 | 1.44% | 1.44% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthquest Corp | History | No change | 12,187 | 1,342 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Narus Financial Partners, LLC | History | No change | 12,175 | 1,341 | 0.34% | 0.34% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| POTENTIA WEALTH | History | No change | 12,173 | 1,340 | 0.55% | 0.55% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 12,117 | 1,334 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 12,108 | 1,333 | 0.09% | 0.09% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 12,006 | 1,322 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |