iSHARES TRUST - IVLU
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.
Details.
Showing first 300 of
379 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18,638,395 | 779,457 | 0.42% | 0.42% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 6,983,481 | 292,049 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,821,998 | 201,173 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,445,556 | 144,093 | 0.18% | 0.18% | 4 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LPL Financial LLC | History | No change | 2,910,318 | 121,709 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,612,696 | 109,262 | 2.32% | 2.32% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 1,679,622 | 70,241 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,525,364 | 63,790 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 930,327 | 38,894 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 922,290 | 38,570 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 859,239 | 35,941 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 840,516 | 35,150 | 0.63% | 0.63% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kathmere Capital Management, LLC | History | No change | 834,075 | 34,881 | 1.85% | 1.85% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 801,125 | 33,503 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 777,057 | 32,496 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 768,392 | 32,134 | 0.47% | 0.47% | 16 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 712,335 | 29,789 | 5.62% | 5.62% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 671,710 | 28,090 | 4.19% | 4.19% | 18 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 582,803 | 24,372 | 8.73% | 8.73% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 569,773 | 23,827 | 2.5% | 2.5% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 542,683 | 23,096 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 543,954 | 22,748 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 531,449 | 22,225 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 471,456 | 19,717 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 468,820 | 19,606 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 455,066 | 19,030 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 451,343 | 18,875 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Erste Asset Management GmbH | History | No change | 437,100 | 18,235 | 0.14% | 0.14% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 419,033 | 17,523 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| US BANCORP \DE\ | History | No change | 398,998 | 16,686 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorShares Investments LLC | History | No change | 395,843 | 16,554 | 2.0% | 2.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 380,907 | 15,929 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Probability Advisors, LLC | History | No change | 380,882 | 15,928 | 1.7% | 1.7% | 33 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 379,084 | 15,853 | 3.19% | 3.19% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meridian Financial Partners LLC | History | No change | 368,005 | 15,581 | 5.31% | 5.31% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Foster Group, Inc. | History | No change | 366,991 | 15,347 | 0.41% | 0.41% | 36 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 344,145 | 14,392 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 340,451 | 14,237 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KWB Wealth | History | No change | 336,260 | 14,062 | 1.2% | 1.2% | 39 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Plancorp, LLC | History | No change | 316,704 | 13,336 | 0.33% | 0.33% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 317,809 | 13,290 | 0.28% | 0.28% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freedom Investment Management, Inc. | History | No change | 310,737 | 12,995 | 3.62% | 3.62% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heck Capital Advisors, LLC | History | No change | 309,474 | 12,942 | 0.77% | 0.77% | 43 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 307,919 | 12,877 | 0.87% | 0.87% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pioneer Family Office, LLC | History | No change | 297,820 | 12,454 | 6.42% | 6.42% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 297,764 | 12,452 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| One Wealth Advisors, LLC | History | No change | 285,593 | 11,943 | 1.32% | 1.32% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farrow Financial, Inc. | History | No change | 281,766 | 11,783 | 6.29% | 6.29% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 268,797 | 11,241 | 1.23% | 1.23% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 260,398 | 10,889 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 257,118 | 10,752 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 255,212 | 10,672 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 251,132 | 10,502 | 0.19% | 0.19% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 250,834 | 10,489 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 245,583 | 10,270 | 0.98% | 0.98% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 240,537 | 10,057 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Systelligence, LLC | History | No change | 237,766 | 9,943 | 1.66% | 1.66% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | No change | 230,521 | 9,739 | 4.12% | 4.12% | 58 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 226,441 | 9,469 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 223,625 | 9,351 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 201,990 | 8,463 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | No change | 200,579 | 8,388 | 0.71% | 0.71% | 62 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RHS Financial, LLC | History | No change | 192,303 | 8,042 | 3.24% | 3.24% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 189,356 | 7,918 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 188,072 | 7,865 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 184,125 | 7,700 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JNBA Financial Advisors | History | No change | 181,385 | 7,585 | 0.57% | 0.57% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TLT Family Holdco ULC | History | No change | 172,700 | 7,222 | 1.03% | 1.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 163,605 | 6,841 | 3.4% | 3.4% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 163,229 | 6,826 | 6.68% | 6.68% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 158,425 | 6,625 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 155,273 | 6,493 | 0.86% | 0.86% | 72 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keebeck Wealth Management | History | No change | 145,191 | 6,071 | 0.59% | 0.59% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McBroom & Associates, LLC | History | No change | 137,115 | 5,734 | 2.88% | 2.88% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 131,650 | 5,505 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 129,310 | 5,407 | 1.7% | 1.7% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 126,947 | 5,308 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Planning, Inc. | History | No change | 122,191 | 5,110 | 1.17% | 1.17% | 78 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 119,991 | 5,018 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCS Capital Management LLC | History | No change | 114,117 | 4,772 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | No change | 107,822 | 4,509 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 98,857 | 4,134 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PMG Wealth Management, Inc. | History | No change | 96,055 | 4,017 | 2.48% | 2.48% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 95,650 | 4,000 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 96,681 | 3,836 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSS LLC/IL | History | No change | 90,270 | 3,775 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 89,037 | 3,723 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 86,103 | 3,600 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Wealth Services, LLC | History | No change | 85,628 | 3,580 | 0.44% | 0.44% | 89 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 85,365 | 3,569 | 0.65% | 0.65% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tacita Capital Inc | History | No change | 81,474 | 3,407 | 1.85% | 1.85% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clayton Partners LLC | History | No change | 81,010 | 3,387 | 2.23% | 2.23% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 80,106 | 3,350 | 1.2% | 1.2% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 79,553 | 3,326 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANCE WEALTH, LLC | History | No change | 79,232 | 3,313 | 0.75% | 0.75% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 78,114 | 3,266 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 77,861 | 3,256 | 2.2% | 2.2% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balance Wealth Partners LLC | History | No change | 76,553 | 3,201 | 0.85% | 0.85% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cobblestone Asset Management LLC | History | No change | 76,445 | 3,196 | 1.33% | 1.33% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TSA Wealth Managment LLC | History | No change | 73,838 | 3,087 | 0.87% | 0.87% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassilly Financial Group LLC | History | No change | 69,758 | 2,917 | 2.12% | 2.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ONE Advisory Partners, LLC | History | No change | 69,301 | 2,898 | 0.79% | 0.79% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 68,994 | 2,885 | 0.42% | 0.42% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valued Wealth Advisors LLC | History | No change | 68,115 | 2,848 | 1.03% | 1.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 67,874 | 2,838 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TOWLE & CO | History | No change | 63,849 | 2,670 | 0.9% | 0.9% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Blueprint, LLC | History | No change | 63,481 | 2,654 | 0.13% | 0.13% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 63,280 | 2,646 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JBF Capital, Inc. | History | No change | 60,000 | 2,509 | 0.33% | 0.33% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Red Wave Investments LLC | History | No change | 59,380 | 2,483 | 0.63% | 0.63% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 59,289 | 2,479 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | No change | 58,125 | 2,430 | 0.98% | 0.98% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 57,393 | 2,400 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAXON INTERESTS, INC. | History | No change | 57,287 | 2,395 | 0.66% | 0.66% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 57,202 | 2,392 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 57,162 | 2,390 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 52,994 | 2,216 | 0.19% | 0.19% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 52,741 | 2,205 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 50,164 | 2,097 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Breakwater Capital Group | History | No change | 50,019 | 2,091 | 0.25% | 0.25% | 120 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 49,587 | 2,073 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 48,162 | 2,014 | 1.92% | 1.92% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 47,351 | 1,980 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 45,563 | 1,905 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 45,358 | 1,896 | 1.46% | 1.46% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regal Investment Advisors LLC | History | No change | 44,305 | 1,852 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 43,752 | 1,829 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 42,612 | 1,782 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 42,354 | 1,771 | 0.16% | 0.16% | 129 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Index Technologies Group LLC | History | No change | 42,251 | 1,766 | 1.41% | 1.41% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 41,890 | 1,751 | 0.15% | 0.15% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | No change | 41,123 | 1,719 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 40,354 | 1,687 | 0.78% | 0.78% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 39,749 | 1,659 | 0.22% | 0.22% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 39,145 | 1,637 | 0.73% | 0.73% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 39,146 | 1,637 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| W ADVISORS, LLC | History | No change | 39,108 | 1,635 | 0.74% | 0.74% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 38,790 | 1,622 | 0.47% | 0.47% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Greenline Wealth Management LLC | History | No change | 35,957 | 1,503 | 1.24% | 1.24% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wise Wealth Partners | History | No change | 34,107 | 1,426 | 2.42% | 2.42% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 33,601 | 1,405 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | No change | 33,543 | 1,402 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squire Investment Management Company, LLC | History | No change | 33,061 | 1,382 | 0.33% | 0.33% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 32,609 | 1,363 | 0.18% | 0.18% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 32,305 | 1,351 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHERN TRUST CORP | History | No change | 31,799 | 1,329 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 31,439 | 1,314 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stokes Family Office, LLC | History | No change | 31,005 | 1,296 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 30,988 | 1,295 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 30,359 | 1,269 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 29,542 | 1,265 | 0.16% | 0.16% | 151 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Whelan Financial | History | No change | 29,604 | 1,238 | 0.34% | 0.34% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| G&S Capital LLC | History | No change | 29,364 | 1,227 | 0.36% | 0.36% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 29,165 | 1,216 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JDH Wealth Management, LLC | History | No change | 28,578 | 1,195 | 0.73% | 0.73% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 28,320 | 1,184 | 0.26% | 0.26% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MA Private Wealth | History | No change | 27,580 | 1,153 | 0.17% | 0.17% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 26,968 | 1,127 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Altrius Capital Management Inc | History | No change | 26,676 | 1,115 | 0.21% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 26,370 | 1,102 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 25,802 | 1,079 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 25,791 | 1,078 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 25,491 | 1,066 | 0.12% | 0.12% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 25,433 | 1,063 | 0.37% | 0.37% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ascent Group, LLC | History | No change | 25,402 | 1,062 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 25,278 | 1,057 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 24,959 | 1,043 | 0.34% | 0.34% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stonebrook Private Inc. | History | No change | 24,946 | 1,043 | 0.19% | 0.19% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 24,425 | 1,021 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Index Fund Advisors, Inc. | History | No change | 23,919 | 1,000 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 23,924 | 1,000 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vision Capital Management, Inc. | History | No change | 23,305 | 974 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 23,311 | 974 | 0.54% | 0.54% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 22,487 | 940 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asempa Wealth Advisors | History | No change | 22,039 | 921 | 0.69% | 0.69% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 21,718 | 908 | 0.51% | 0.51% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 21,656 | 905 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 21,400 | 894 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SFMG, LLC | History | No change | 21,083 | 881 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 20,939 | 875 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 20,913 | 874 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 20,455 | 855 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 20,033 | 837 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 19,742 | 825 | 0.26% | 0.26% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 19,348 | 809 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 19,121 | 799 | 0.34% | 0.34% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,001 | 752 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 17,896 | 748 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 17,543 | 733 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 17,419 | 728 | 0.11% | 0.11% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 17,329 | 724 | 0.08% | 0.08% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 17,290 | 721 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 17,025 | 711 | 0.62% | 0.62% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aprio Wealth Management, LLC | History | No change | 16,996 | 710 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 16,536 | 691 | 0.21% | 0.21% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 16,496 | 689 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kelly Financial Services LLC | History | No change | 15,614 | 652 | 0.14% | 0.14% | 197 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 15,513 | 648 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 15,190 | 635 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 15,112 | 631 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LJI Wealth Management, LLC | History | No change | 15,036 | 628 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 14,539 | 608 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Peirce Capital Management, LLC | History | No change | 13,946 | 583 | 0.21% | 0.21% | 203 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 13,896 | 581 | 0.49% | 0.49% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | No change | 13,615 | 569 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 13,463 | 563 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baron Wealth Management LLC | History | No change | 13,469 | 563 | 0.15% | 0.15% | 207 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,354 | 558 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 13,235 | 553 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,021 | 544 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 13,006 | 543 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 12,742 | 532 | 0.12% | 0.12% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,326 | 515 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capstone Wealth Management, LLC | History | No change | 12,129 | 507 | 0.24% | 0.24% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 12,078 | 505 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 12,000 | 502 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,007 | 502 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 11,379 | 475 | 0.12% | 0.12% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 10,450 | 437 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 10,425 | 435 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Elevation Wealth Management LLC | History | No change | 10,249 | 428 | 0.32% | 0.32% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rathbones Group PLC | History | No change | 10,068 | 421 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avion Wealth | History | No change | 10,063 | 420 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orcam Financial Group | History | No change | 9,843 | 411 | 0.2% | 0.2% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 9,810 | 410 | 0.18% | 0.18% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 9,676 | 408 | 0.19% | 0.19% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lansing Street Advisors | History | No change | 9,632 | 402 | 0.09% | 0.09% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,354 | 391 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | No change | 9,312 | 389 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| John A. Wolfe & Associates, Inc. | History | No change | 9,324 | 389 | 0.54% | 0.54% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 9,232 | 386 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 9,245 | 386 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 9,160 | 383 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 9,064 | 379 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CGN Advisors LLC | History | No change | 9,036 | 377 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MB Generational Wealth, LLC | History | No change | 8,985 | 375 | 0.18% | 0.18% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HB Wealth Management, LLC | History | No change | 8,769 | 366 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 8,673 | 362 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Choate Investment Advisors | History | No change | 8,552 | 357 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 8,523 | 356 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,500 | 355 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 8,455 | 353 | 0.2% | 0.2% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 8,132 | 340 | 0.25% | 0.25% | 243 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 8,072 | 337 | 0.18% | 0.18% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7,909 | 330 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 7,793 | 325 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THEORY FINANCIAL LLC | History | No change | 7,762 | 324 | 0.1% | 0.1% | 247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 7,715 | 322 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 7,686 | 321 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TKG Advisors, LLC | History | No change | 7,552 | 315 | 0.11% | 0.11% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 7,507 | 313 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 7,354 | 311 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,300 | 305 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TBH Global Asset Management, LLC | History | No change | 7,290 | 304 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 7,203 | 301 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Well Done, LLC | History | No change | 7,150 | 299 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trilogy Capital Inc. | History | No change | 7,094 | 296 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 7,055 | 295 | 0.14% | 0.14% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triad Wealth Partners, LLC | History | No change | 6,761 | 295 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 7,040 | 294 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parisi Gray Wealth Management | History | No change | 6,981 | 291 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spire Wealth Management | History | No change | 6,947 | 290 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 4,188 | 290 | 0.22% | 0.22% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platform Wealth Management, LLC | History | No change | 6,807 | 284 | 0.1% | 0.1% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | No change | 6,616 | 280 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BROWN ADVISORY INC | History | No change | 6,635 | 277 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 6,623 | 276 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 5T Wealth, LLC | History | No change | 6,563 | 274 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Wealth, LLC | History | No change | 6,493 | 271 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ridgeline Wealth, LLC | History | No change | 6,465 | 270 | 0.16% | 0.16% | 270 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| OneAscent Financial Services LLC | History | No change | 6,337 | 264 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 6,094 | 254 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 6,031 | 252 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,025 | 251 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wedmont Private Capital | History | No change | 5,802 | 246 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Elgethun Capital Management | History | No change | 5,820 | 243 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,798 | 242 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBE Wealth Management, LLC | History | No change | 5,762 | 240 | 0.17% | 0.17% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Brookstone Capital Management | History | No change | 5,686 | 237 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 5,602 | 234 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,589 | 233 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 5,535 | 230 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,507 | 230 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 5,450 | 227 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 5,364 | 224 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BAM Wealth Management, LLC | History | No change | 5,375 | 224 | 0.14% | 0.14% | 286 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 5,243 | 219 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fortis Capital Management LLC | History | No change | 5,190 | 217 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 5,191 | 217 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 5,119 | 214 | 0.17% | 0.17% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 5,101 | 213 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | No change | 5,115 | 213 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 4,977 | 208 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 4,853 | 205 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 4,883 | 204 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 4,787 | 200 | 0.13% | 0.13% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4,332 | 181 | 0.12% | 0.12% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,211 | 176 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 4,151 | 173 | 0.1% | 0.1% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 3,948 | 165 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |