iSHARES TRUST - IVE
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 | 23,349,327 | 5,301,695 | 1.25% | 1.25% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,247,060 | 3,690,682 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 14,914,723 | 3,386,537 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 9,632,373 | 2,187,126 | 0.49% | 0.49% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 9,606,771 | 2,181,313 | 0.14% | 0.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,230,043 | 1,414,593 | 0.23% | 0.23% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,584,194 | 813,827 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,566,472 | 809,801 | 0.67% | 0.67% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 3,065,888 | 696,140 | 0.63% | 0.63% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,897,188 | 657,498 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,209,817 | 501,761 | 0.25% | 0.25% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 2,129,638 | 483,556 | 1.31% | 1.31% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 2,020,568 | 458,790 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,811,031 | 411,213 | 2.57% | 2.57% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,728,446 | 392,460 | 1.88% | 1.88% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,695,146 | 384,899 | 0.79% | 0.79% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,655,914 | 375,984 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,416,262 | 321,576 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,369,827 | 311,033 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,255,289 | 285,025 | 5.35% | 5.35% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 1,225,815 | 278,333 | 1.05% | 1.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,225,561 | 278,275 | 2.86% | 2.86% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,205,298 | 273,675 | 0.28% | 0.28% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,149,138 | 260,923 | 0.51% | 0.51% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 1,052,224 | 238,918 | 0.25% | 0.25% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOFI WEALTH, LLC | History | No change | 1,038,423 | 235,784 | 9.49% | 9.49% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 976,621 | 221,751 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 970,074 | 220,265 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 818,023 | 185,740 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 808,622 | 183,605 | 0.55% | 0.55% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 783,942 | 178,001 | 0.82% | 0.82% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 768,621 | 174,529 | 0.51% | 0.51% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 760,525 | 172,684 | 18.98% | 18.98% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 758,206 | 172,158 | 1.45% | 1.45% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 740,561 | 168,177 | 7.7% | 7.7% | 35 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 731,726 | 166,348 | 0.2% | 0.2% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 670,326 | 152,204 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JB Capital LLC | History | No change | 663,124 | 150,568 | 5.21% | 5.21% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 641,496 | 145,318 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Wealth Management LLC | History | No change | 606,356 | 137,679 | 4.16% | 4.16% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LVZ, Inc. | History | No change | 575,983 | 130,782 | 13.29% | 13.29% | 41 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 565,412 | 128,432 | 0.71% | 0.71% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 535,667 | 121,629 | 0.28% | 0.28% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 528,705 | 120,047 | 0.19% | 0.19% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 499,590 | 113,436 | 0.55% | 0.55% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 477,313 | 108,378 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 451,033 | 102,411 | 0.16% | 0.16% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 424,530 | 96,393 | 3.5% | 3.5% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 422,037 | 95,827 | 0.11% | 0.11% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | No change | 386,538 | 87,766 | 18.94% | 18.94% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 376,285 | 85,439 | 0.28% | 0.28% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 369,816 | 83,970 | 1.1% | 1.1% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 367,341 | 83,408 | 0.62% | 0.62% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 342,445 | 77,755 | 2.32% | 2.32% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Betterment LLC | History | No change | 342,003 | 77,655 | 0.13% | 0.13% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 314,821 | 73,381 | 4.33% | 4.33% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Investment Management, LLC | History | No change | 315,993 | 71,749 | 1.39% | 1.39% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 311,368 | 70,698 | 0.33% | 0.33% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 300,302 | 68,186 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Probity Advisors, Inc. | History | No change | 297,845 | 67,628 | 9.67% | 9.67% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COURIER CAPITAL LLC | History | No change | 295,652 | 67,130 | 3.35% | 3.35% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 289,895 | 65,830 | 0.11% | 0.11% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 280,304 | 63,645 | 0.76% | 0.76% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 277,744 | 63,064 | 0.67% | 0.67% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 276,574 | 62,798 | 0.85% | 0.85% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 274,431 | 62,312 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 270,849 | 61,499 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 264,601 | 60,080 | 9.63% | 9.63% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 262,544 | 59,613 | 0.36% | 0.36% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 261,071 | 59,278 | 0.35% | 0.35% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Composition Wealth, LLC | History | No change | 260,233 | 59,088 | 0.69% | 0.69% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | No change | 258,295 | 58,648 | 0.59% | 0.59% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 249,869 | 56,735 | 7.39% | 7.39% | 73 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| West Wealth Group, LLC | History | No change | 249,298 | 56,605 | 9.26% | 9.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 240,148 | 54,528 | 1.18% | 1.18% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 232,242 | 52,732 | 3.18% | 3.18% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 225,327 | 51,162 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 224,773 | 51,036 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 215,726 | 49,246 | 1.33% | 1.32% | 79 | +14,951 | 7.45% | Q3 2026 | Oct 02, 2026 |
| World Investment Advisors | History | No change | 225,386 | 48,300 | 0.8% | 0.8% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 212,438 | 48,236 | 0.28% | 0.28% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 209,466 | 47,561 | 0.9% | 0.9% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 208,543 | 47,352 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 197,652 | 44,982 | 0.18% | 0.18% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 197,887 | 44,932 | 2.44% | 2.44% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 197,698 | 44,889 | 2.91% | 2.91% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 190,486 | 43,251 | 0.2% | 0.2% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 188,431 | 42,785 | 0.71% | 0.71% | 88 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHERN TRUST CORP | History | No change | 187,106 | 42,484 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 186,708 | 42,393 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 185,455 | 42,109 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foundation Wealth Management, LLC | History | No change | 184,393 | 41,868 | 24.76% | 24.76% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 179,309 | 40,835 | 3.36% | 3.36% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 174,363 | 39,590 | 1.95% | 1.95% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 173,558 | 39,407 | 12.0% | 12.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Perigon Wealth Management, LLC | History | No change | 173,159 | 39,317 | 0.62% | 0.62% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 170,464 | 38,705 | 0.44% | 0.44% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 169,053 | 38,385 | 0.39% | 0.39% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 168,907 | 38,352 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 166,410 | 37,784 | 0.18% | 0.18% | 100 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 162,970 | 37,003 | 10.52% | 10.52% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 162,551 | 36,908 | 1.9% | 1.9% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 167,563 | 36,872 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 161,930 | 36,767 | 0.56% | 0.56% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Powell Investment Advisors, LLC | History | No change | 158,794 | 36,055 | 11.38% | 11.38% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sharkey, Howes & Javer | History | No change | 158,405 | 35,967 | 4.34% | 4.34% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stone House Investment Management, LLC | History | No change | 157,787 | 35,827 | 4.76% | 4.76% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 155,184 | 35,235 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GREENLEAF TRUST | History | No change | 154,507 | 35,082 | 0.34% | 0.34% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vise Technologies, Inc. | History | No change | 152,586 | 34,646 | 0.39% | 0.39% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Berkshire Money Management, Inc. | History | No change | 151,371 | 34,370 | 3.14% | 3.14% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 148,739 | 33,772 | 0.61% | 0.61% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 148,294 | 33,671 | 2.52% | 2.52% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 145,908 | 33,129 | 0.26% | 0.26% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 142,664 | 32,540 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EWA, LLC | History | No change | 141,770 | 32,190 | 5.87% | 5.87% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITIGROUP INC | History | No change | 141,459 | 32,119 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 136,727 | 31,045 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 136,215 | 30,928 | 0.24% | 0.24% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 135,394 | 30,742 | 0.31% | 0.31% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Thoma Capital Management LLC | History | No change | 132,595 | 30,107 | 16.06% | 16.06% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 132,390 | 30,060 | 6.82% | 6.82% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KWMG, LLC | History | No change | 132,262 | 30,031 | 2.17% | 2.17% | 123 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 131,689 | 30,003 | 3.95% | 3.95% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SteelPeak Wealth, LLC | History | No change | 131,659 | 29,894 | 0.77% | 0.77% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Savant Capital, LLC | History | No change | 129,353 | 29,688 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 128,927 | 29,274 | 0.35% | 0.35% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 127,752 | 29,007 | 5.0% | 5.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 127,156 | 28,872 | 0.9% | 0.9% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 125,735 | 28,549 | 3.23% | 3.23% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 125,271 | 28,444 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 124,892 | 28,357 | 1.41% | 1.41% | 132 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 123,223 | 27,979 | 2.34% | 2.34% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 121,132 | 27,504 | 4.41% | 4.41% | 134 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DDFG, Inc | History | No change | 120,323 | 27,320 | 5.42% | 5.42% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 120,237 | 27,301 | 3.32% | 3.32% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 128,765 | 27,214 | 3.4% | 3.4% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 119,497 | 27,132 | 0.82% | 0.82% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 119,479 | 27,129 | 1.99% | 1.99% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 119,410 | 27,113 | 3.24% | 3.24% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PAX Financial Group, LLC | History | No change | 118,225 | 26,844 | 3.99% | 3.99% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 117,262 | 26,625 | 0.29% | 0.29% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 115,172 | 26,150 | 12.11% | 12.11% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 114,906 | 26,090 | 0.25% | 0.25% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 114,705 | 26,045 | 0.22% | 0.22% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Callan Family Office, LLC | History | No change | 112,821 | 25,617 | 0.5% | 0.5% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 112,262 | 25,490 | 0.24% | 0.24% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Security Financial Services, INC. | History | No change | 111,545 | 25,327 | 3.51% | 3.51% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NorthRock Partners, LLC | History | No change | 110,052 | 24,988 | 0.36% | 0.36% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Wealth Advisors, LLC | History | No change | 107,337 | 24,371 | 2.69% | 2.69% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 107,135 | 24,326 | 0.27% | 0.27% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 105,567 | 23,983 | 2.42% | 2.42% | 152 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 104,898 | 23,818 | 1.18% | 1.18% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 104,707 | 23,774 | 0.7% | 0.7% | 154 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Advisory Services Network, LLC | History | No change | 104,601 | 23,750 | 0.27% | 0.27% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lutz Financial Services LLC | History | No change | 104,312 | 23,685 | 1.44% | 1.44% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 103,626 | 23,529 | 2.26% | 2.26% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 103,271 | 23,448 | 4.51% | 4.51% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 103,240 | 23,441 | 2.23% | 2.23% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 102,220 | 23,210 | 1.15% | 1.15% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Services | History | No change | 100,629 | 22,848 | 5.88% | 5.88% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Detalus Advisors, LLC | History | No change | 99,890 | 22,680 | 4.42% | 4.42% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rothschild Wealth LLC | History | No change | 99,774 | 22,654 | 1.81% | 1.81% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 98,768 | 22,426 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 98,546 | 22,376 | 0.52% | 0.52% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 98,481 | 22,361 | 10.43% | 10.43% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 97,895 | 22,227 | 0.35% | 0.35% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHOREO, LLC | History | No change | 97,220 | 22,074 | 0.24% | 0.24% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 97,126 | 22,053 | 0.46% | 0.46% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SilverOak Wealth Management LLC | History | No change | 97,076 | 22,042 | 2.84% | 2.84% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 96,026 | 21,803 | 0.55% | 0.55% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ironwood Financial, llc | History | No change | 93,654 | 21,622 | 3.39% | 3.39% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 94,723 | 21,507 | 1.91% | 1.91% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 94,459 | 21,447 | 0.79% | 0.79% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 94,015 | 21,347 | 13.55% | 13.55% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Narwhal Capital Management | History | No change | 92,784 | 21,067 | 1.45% | 1.45% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | No change | 89,194 | 20,908 | 1.56% | 1.56% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kelly Financial Services LLC | History | No change | 92,005 | 20,890 | 4.47% | 4.47% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 91,292 | 20,728 | 0.2% | 0.2% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 90,951 | 20,651 | 0.13% | 0.13% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 90,097 | 20,457 | 0.25% | 0.25% | 181 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SWMG, LLC | History | No change | 88,953 | 20,453 | 4.82% | 4.82% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cosner Financial Group, LLC | History | No change | 178,510 | 20,295 | 10.42% | 10.42% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST MERCHANTS CORP | History | No change | 89,149 | 20,242 | 0.71% | 0.71% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waterway Wealth Management, LLC | History | No change | 119,174 | 20,207 | 4.13% | 4.13% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BOKF, NA | History | No change | 88,933 | 20,193 | 0.28% | 0.28% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 88,595 | 20,116 | 1.03% | 1.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 88,156 | 20,016 | 0.1% | 0.1% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M1 Capital Management LLC | History | No change | 87,462 | 19,859 | 7.33% | 7.33% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 84,140 | 19,553 | 0.33% | 0.33% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 84,140 | 19,553 | 0.33% | 0.33% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 83,521 | 18,964 | 0.51% | 0.51% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Financial Group LLC | History | No change | 83,473 | 18,953 | 5.19% | 5.19% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 82,585 | 18,751 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 82,021 | 18,623 | 3.14% | 3.14% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Horizon Wealth Management, LLC | History | No change | 82,004 | 18,619 | 2.37% | 2.37% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 81,791 | 18,571 | 0.32% | 0.32% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Financial Group LLC | History | No change | 81,347 | 18,470 | 2.08% | 2.08% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 81,245 | 18,447 | 2.34% | 2.34% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 81,123 | 18,419 | 0.34% | 0.34% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Saiph Capital, LLC | History | No change | 80,907 | 18,370 | 5.5% | 5.5% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Regal Investment Advisors LLC | History | No change | 80,376 | 18,250 | 0.95% | 0.95% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 80,300 | 18,233 | 0.28% | 0.28% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 80,099 | 18,187 | 1.08% | 1.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Enhancement Group LLC | History | No change | 78,803 | 17,893 | 2.13% | 2.13% | 205 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 78,703 | 17,870 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 78,702 | 17,870 | 0.12% | 0.12% | 207 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 17 | 17,629 | 1.46% | 1.46% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 77,387 | 17,571 | 4.01% | 4.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blue Edge Capital, LLC | History | No change | 76,736 | 17,423 | 2.09% | 2.09% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ONE Advisory Partners, LLC | History | No change | 76,462 | 17,361 | 4.73% | 4.73% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 75,196 | 17,073 | 8.64% | 8.64% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCMORGAN & CO LLC | History | No change | 75,006 | 17,030 | 2.56% | 2.56% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 74,940 | 17,015 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 74,927 | 17,013 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 74,727 | 16,967 | 1.98% | 1.98% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 74,534 | 16,923 | 1.85% | 1.85% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 74,448 | 16,904 | 2.23% | 2.23% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 73,143 | 16,607 | 0.17% | 0.17% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 72,687 | 16,504 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 72,357 | 16,429 | 2.14% | 2.14% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 72,293 | 16,414 | 0.39% | 0.39% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 72,069 | 16,363 | 0.17% | 0.17% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plancorp, LLC | History | No change | 69,963 | 16,153 | 0.39% | 0.39% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 70,464 | 15,999 | 0.38% | 0.38% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 69,947 | 15,882 | 0.92% | 0.92% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SACKS & ASSOCIATES, LLC | History | No change | 68,183 | 15,798 | 10.66% | 10.66% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Point Inc. | History | No change | 69,196 | 15,711 | 1.33% | 1.33% | 228 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 69,004 | 15,668 | 0.19% | 0.19% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Scarborough Advisors, LLC | History | No change | 68,244 | 15,609 | 1.79% | 1.79% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | No change | 68,690 | 15,596 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Occidental Asset Management, LLC | History | No change | 67,373 | 15,297 | 1.52% | 1.52% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lansing Street Advisors | History | No change | 66,848 | 15,178 | 3.22% | 3.22% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | No change | 65,995 | 15,172 | 6.41% | 6.41% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cypress Wealth Services, LLC | History | No change | 66,607 | 15,123 | 1.86% | 1.86% | 235 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 66,483 | 15,095 | 0.81% | 0.81% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 66,271 | 15,047 | 0.34% | 0.34% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 64,746 | 14,701 | 0.34% | 0.34% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Csenge Advisory Group | History | No change | 64,273 | 14,593 | 0.59% | 0.59% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 64,144 | 14,564 | 0.57% | 0.57% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 64,123 | 14,559 | 0.22% | 0.22% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 63,100 | 14,327 | 0.28% | 0.28% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 62,947 | 14,292 | 0.28% | 0.28% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 61,981 | 14,251 | 0.75% | 0.75% | 244 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Invst, LLC | History | No change | 62,392 | 14,166 | 1.38% | 1.38% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 62,242 | 14,132 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 62,103 | 14,101 | 0.1% | 0.1% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guidance Point Advisors, LLC | History | No change | 62,015 | 14,093 | 2.98% | 2.98% | 248 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BKM Wealth Management, LLC | History | No change | 61,664 | 14,001 | 4.96% | 4.96% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 61,178 | 13,891 | 0.26% | 0.26% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 60,974 | 13,844 | 3.19% | 3.19% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Amundi | History | No change | 59,900 | 13,600 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 59,792 | 13,576 | 4.82% | 4.82% | 253 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 59,282 | 13,460 | 0.43% | 0.43% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 57,215 | 12,991 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Wealth Advisors, LLC | History | No change | 56,865 | 12,911 | 12.12% | 12.12% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 56,547 | 12,839 | 1.11% | 1.11% | 257 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 55,958 | 12,705 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | No change | 55,706 | 12,648 | 4.32% | 4.32% | 259 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ancora Advisors LLC | History | No change | 54,668 | 12,412 | 0.24% | 0.24% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 54,577 | 12,392 | 1.9% | 1.9% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPWM LLC | History | No change | 54,315 | 12,332 | 2.74% | 2.74% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Capital Management, LLC | History | No change | 54,222 | 12,311 | 1.8% | 1.8% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AtlasMark Financial, Inc | History | No change | 53,513 | 12,150 | 5.98% | 5.98% | 264 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HEMMING& WEALTH MANAGEMENT, INC. | History | No change | 53,496 | 12,146 | 7.39% | 7.39% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prosperity Planning, Inc. | History | No change | 52,845 | 11,998 | 2.75% | 2.75% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nvest Financial, LLC | History | No change | 52,578 | 11,938 | 3.77% | 3.77% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 52,215 | 11,855 | 3.77% | 3.77% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Acropolis Investment Management, LLC | History | No change | 52,178 | 11,847 | 0.47% | 0.47% | 269 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 51,933 | 11,792 | 2.87% | 2.87% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 51,905 | 11,785 | 10.89% | 10.89% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 51,641 | 11,725 | 0.22% | 0.22% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Broadview Financial Management, LLC | History | No change | 51,478 | 11,688 | 7.14% | 7.14% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management Group, Inc. | History | No change | 51,283 | 11,644 | 1.7% | 1.7% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMG Wealth Partners, LLC | History | No change | 50,152 | 11,387 | 1.82% | 1.82% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 53,933 | 11,387 | 6.48% | 6.48% | 276 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 50,066 | 11,367 | 2.1% | 2.1% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 49,504 | 11,240 | 9.5% | 9.5% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 49,433 | 11,224 | 2.54% | 2.54% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 49,164 | 11,163 | 0.86% | 0.86% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | No change | 49,020 | 11,130 | 0.23% | 0.23% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisors Network, Inc. | History | No change | 48,603 | 11,035 | 1.35% | 1.35% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 48,163 | 10,935 | 3.04% | 3.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rodgers & Associates, LTD | History | No change | 48,150 | 10,932 | 0.99% | 0.99% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 47,861 | 10,867 | 0.38% | 0.38% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| May Hill Capital, LLC | History | No change | 47,464 | 10,777 | 2.25% | 2.25% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | No change | 47,422 | 10,767 | 1.04% | 1.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 47,295 | 10,738 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 46,961 | 10,662 | 1.41% | 1.41% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Advisors Network LLC | History | No change | 46,123 | 10,472 | 0.48% | 0.48% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 45,935 | 10,430 | 0.63% | 0.63% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 45,471 | 10,324 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VestGen Advisors, LLC | History | No change | 45,369 | 10,301 | 0.3% | 0.3% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 45,177 | 10,257 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 45,065 | 10,232 | 0.24% | 0.24% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 44,602 | 10,127 | 0.11% | 0.11% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 44,203 | 10,037 | 1.01% | 1.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DT Investment Partners, LLC | History | No change | 43,950 | 9,979 | 0.74% | 0.74% | 298 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 43,904 | 9,968 | 3.21% | 3.21% | 299 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 43,731 | 9,929 | 0.27% | 0.27% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |