iSHARES TRUST - IVW
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 | 49,275,443 | 6,776,848 | 1.6% | 1.6% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 39,457,799 | 5,350,477 | 0.3% | 0.3% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 34,601,758 | 4,758,780 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 21,564,794 | 2,965,806 | 0.67% | 0.67% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 20,803,829 | 2,861,150 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 15,408,492 | 2,119,130 | 0.34% | 0.34% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 8,213,429 | 1,129,592 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,171,635 | 1,123,844 | 0.93% | 0.93% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,007,251 | 1,101,519 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,236,259 | 720,142 | 0.36% | 0.36% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 4,789,797 | 658,740 | 0.6% | 0.6% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 4,372,824 | 601,394 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,262,762 | 586,257 | 0.16% | 0.16% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,224,901 | 581,050 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,983,147 | 547,802 | 1.12% | 1.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,868,755 | 532,070 | 3.32% | 3.32% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| M&T BANK CORP | History | No change | 3,855,837 | 530,292 | 1.55% | 1.55% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 3,637,150 | 500,217 | 1.36% | 1.36% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,602,660 | 495,366 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,569,833 | 490,959 | 2.35% | 2.35% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 3,269,520 | 449,653 | 0.47% | 0.47% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,084,786 | 424,250 | 0.53% | 0.53% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,194,451 | 423,780 | 0.17% | 0.17% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 2,617,108 | 359,930 | 2.15% | 2.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,413,813 | 331,972 | 0.64% | 0.64% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,410,689 | 331,542 | 3.41% | 3.41% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOFI WEALTH, LLC | History | No change | 2,349,051 | 323,065 | 13.0% | 13.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 2,200,705 | 302,662 | 1.7% | 1.7% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 2,047,686 | 281,618 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 2,021,788 | 278,056 | 0.27% | 0.27% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,013,076 | 276,980 | 0.33% | 0.33% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,000,012 | 275,061 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 1,947,941 | 267,898 | 0.27% | 0.27% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,841,602 | 253,275 | 0.75% | 0.75% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,657,682 | 227,980 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,429,702 | 196,626 | 0.32% | 0.32% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,389,402 | 190,589 | 0.32% | 0.32% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,331,306 | 183,094 | 0.89% | 0.89% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,303,025 | 179,280 | 8.21% | 8.21% | 39 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| JB Capital LLC | History | No change | 1,295,626 | 178,187 | 6.17% | 6.17% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,288,834 | 177,253 | 1.31% | 1.31% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,223,682 | 168,292 | 0.78% | 0.78% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Wealth Management LLC | History | No change | 1,147,615 | 157,831 | 4.76% | 4.76% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,142,608 | 157,142 | 0.19% | 0.19% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,124,043 | 154,741 | 0.85% | 0.85% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 1,124,765 | 154,689 | 0.58% | 0.58% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,120,658 | 154,124 | 0.36% | 0.36% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 1,074,898 | 147,830 | 0.18% | 0.18% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | No change | 1,036,902 | 142,605 | 14.49% | 14.49% | 49 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COURIER CAPITAL LLC | History | No change | 918,582 | 126,332 | 6.31% | 6.31% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 900,491 | 123,844 | 0.19% | 0.19% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 861,433 | 118,472 | 0.38% | 0.38% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 807,434 | 111,046 | 4.03% | 4.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 795,103 | 109,350 | 0.56% | 0.56% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 783,316 | 107,729 | 0.15% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 762,341 | 104,844 | 1.38% | 1.38% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ascent Group, LLC | History | No change | 736,912 | 101,347 | 3.03% | 3.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 735,644 | 101,173 | 1.21% | 1.21% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 717,831 | 98,723 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 710,390 | 97,699 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 709,045 | 97,514 | 0.45% | 0.45% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Triad Wealth Partners, LLC | History | No change | 697,889 | 96,476 | 5.69% | 5.69% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 699,654 | 96,223 | 0.32% | 0.32% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 671,647 | 92,371 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 647,650 | 89,757 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Modera Wealth Management, LLC | History | No change | 625,957 | 86,087 | 0.92% | 0.92% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stegner Investment Associates Inc. | History | No change | 608,731 | 83,718 | 39.8% | 39.8% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 603,475 | 82,995 | 0.83% | 0.83% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 595,611 | 81,914 | 0.93% | 0.93% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 588,050 | 80,874 | 1.22% | 1.22% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 585,670 | 80,547 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 578,774 | 79,598 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 578,289 | 79,142 | 6.51% | 6.51% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 569,928 | 78,382 | 0.83% | 0.83% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SilverOak Wealth Management LLC | History | No change | 559,953 | 77,010 | 9.92% | 9.92% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 531,981 | 73,163 | 1.58% | 1.58% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 527,487 | 72,545 | 0.98% | 0.98% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 505,966 | 69,585 | 3.78% | 3.78% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 500,578 | 68,844 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 497,843 | 68,468 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Private Advisor Group, LLC | History | No change | 497,075 | 68,362 | 0.31% | 0.31% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Probity Advisors, Inc. | History | No change | 489,655 | 67,342 | 9.63% | 9.63% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| West Wealth Group, LLC | History | No change | 486,868 | 66,959 | 10.95% | 10.95% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 480,380 | 66,066 | 3.1% | 3.1% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 476,929 | 65,592 | 3.95% | 3.95% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 466,610 | 64,172 | 0.61% | 0.61% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 438,642 | 60,326 | 1.0% | 1.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 428,592 | 58,944 | 0.71% | 0.71% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 427,683 | 58,819 | 1.48% | 1.48% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 418,090 | 57,499 | 10.53% | 10.53% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 407,233 | 56,006 | 0.16% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 407,199 | 56,002 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | No change | 402,802 | 55,397 | 0.61% | 0.61% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 402,461 | 55,350 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 401,071 | 55,319 | 0.23% | 0.23% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MA Private Wealth | History | No change | 395,664 | 54,415 | 8.11% | 8.11% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 374,870 | 51,555 | 0.49% | 0.49% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 373,246 | 51,332 | 16.15% | 16.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 371,331 | 51,069 | 0.43% | 0.43% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sharkey, Howes & Javer | History | No change | 369,845 | 50,864 | 6.14% | 6.14% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 368,443 | 50,672 | 15.43% | 15.43% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 366,195 | 50,362 | 0.37% | 0.37% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lee Financial Co | History | No change | 354,953 | 48,816 | 6.23% | 6.23% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Calydon Capital | History | No change | 352,808 | 48,521 | 7.11% | 7.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 351,996 | 48,409 | 1.79% | 1.79% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 351,931 | 48,401 | 0.22% | 0.22% | 106 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CGC Financial Services, LLC | History | No change | 342,936 | 47,163 | 10.61% | 10.61% | 107 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 342,045 | 47,041 | 0.47% | 0.47% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 338,319 | 46,529 | 0.44% | 0.44% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 337,681 | 46,441 | 13.2% | 13.2% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foundation Wealth Management, LLC | History | No change | 336,974 | 46,342 | 27.41% | 27.41% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 333,125 | 45,814 | 0.27% | 0.27% | 112 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 332,923 | 45,786 | 0.79% | 0.79% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LMG Wealth Partners, LLC | History | No change | 332,814 | 45,771 | 7.31% | 7.31% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 332,038 | 45,665 | 1.44% | 1.44% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 329,558 | 45,322 | 0.35% | 0.35% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Busey Bank | History | No change | 324,477 | 44,625 | 1.08% | 1.08% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 320,486 | 44,076 | 4.99% | 4.99% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 320,489 | 44,076 | 3.69% | 3.69% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 312,983 | 43,044 | 7.43% | 7.43% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 312,079 | 42,920 | 1.34% | 1.34% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREENLEAF TRUST | History | No change | 311,771 | 42,877 | 0.41% | 0.41% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stone House Investment Management, LLC | History | No change | 303,365 | 41,721 | 5.55% | 5.55% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 299,260 | 41,157 | 0.35% | 0.35% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | No change | 299,207 | 41,149 | 0.57% | 0.57% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 297,608 | 40,930 | 0.94% | 0.94% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Edge Capital, LLC | History | No change | 296,902 | 40,832 | 4.9% | 4.9% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 294,758 | 40,538 | 0.45% | 0.45% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 294,370 | 40,484 | 0.62% | 0.62% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 292,223 | 40,189 | 6.44% | 6.44% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 287,866 | 39,590 | 9.32% | 9.32% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 285,498 | 39,264 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| EQ LLC | History | No change | 283,058 | 38,929 | 9.56% | 9.56% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 281,870 | 38,765 | 0.3% | 0.3% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 280,897 | 38,631 | 3.37% | 3.37% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Powell Investment Advisors, LLC | History | No change | 279,385 | 38,423 | 12.13% | 12.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EWA, LLC | History | No change | 278,926 | 38,360 | 7.0% | 7.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 278,764 | 38,338 | 0.59% | 0.59% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 275,850 | 37,937 | 0.73% | 0.73% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 275,265 | 37,857 | 4.58% | 4.58% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 269,980 | 37,130 | 0.67% | 0.67% | 141 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 266,825 | 36,696 | 0.17% | 0.17% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 266,035 | 36,587 | 0.82% | 0.82% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silicon Valley Capital Partners | History | No change | 265,605 | 36,528 | 2.96% | 2.96% | 144 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 264,100 | 36,321 | 3.22% | 3.22% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | No change | 263,593 | 36,251 | 0.36% | 0.36% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KWMG, LLC | History | No change | 263,478 | 36,236 | 2.62% | 2.62% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 262,511 | 36,103 | 0.24% | 0.24% | 148 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 261,173 | 35,919 | 1.84% | 1.84% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 260,985 | 35,893 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 258,414 | 35,889 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 261,956 | 35,865 | 4.72% | 4.72% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 260,671 | 35,850 | 0.15% | 0.15% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 258,194 | 35,509 | 0.65% | 0.65% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SteelPeak Wealth, LLC | History | No change | 257,599 | 35,427 | 0.92% | 0.92% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIRST MERCHANTS CORP | History | No change | 256,893 | 35,330 | 1.24% | 1.24% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 256,741 | 35,309 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 254,988 | 35,068 | 5.62% | 5.62% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 254,912 | 35,058 | 4.62% | 4.62% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Detalus Advisors, LLC | History | No change | 253,147 | 34,815 | 6.79% | 6.79% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SWMG, LLC | History | No change | 252,257 | 34,783 | 8.19% | 8.19% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 252,052 | 34,664 | 0.58% | 0.58% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 240,689 | 33,102 | 21.02% | 21.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Security Financial Services, INC. | History | No change | 240,119 | 33,023 | 4.58% | 4.58% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avior Wealth Management, LLC | History | No change | 239,337 | 32,916 | 0.87% | 0.87% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Merit Financial Group, LLC | History | No change | 236,673 | 32,549 | 0.2% | 0.2% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 234,566 | 32,259 | 3.1% | 3.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PAX Financial Group, LLC | History | No change | 233,600 | 32,127 | 4.77% | 4.77% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | No change | 233,092 | 32,057 | 1.05% | 1.05% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 230,758 | 31,736 | 3.79% | 3.79% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| One Wealth Advisors, LLC | History | No change | 228,006 | 31,357 | 3.46% | 3.46% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 254,859 | 31,297 | 0.52% | 0.52% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | No change | 227,378 | 31,271 | 1.27% | 1.27% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 226,859 | 31,199 | 7.08% | 7.08% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Saiph Capital, LLC | History | No change | 223,887 | 30,791 | 9.22% | 9.22% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HEMMING& WEALTH MANAGEMENT, INC. | History | No change | 220,223 | 30,287 | 18.44% | 18.44% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 266,207 | 30,116 | 3.76% | 3.76% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 218,740 | 30,083 | 0.36% | 0.36% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 215,993 | 29,705 | 3.76% | 3.76% | 179 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Trek Financial, LLC | History | No change | 213,749 | 29,396 | 1.46% | 1.46% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 212,790 | 29,265 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 211,987 | 29,154 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 210,459 | 28,944 | 2.75% | 2.75% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 209,006 | 28,744 | 0.87% | 0.87% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 208,318 | 28,650 | 0.53% | 0.53% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 205,261 | 28,256 | 2.85% | 2.85% | 186 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Apollon Wealth Management, LLC | History | No change | 203,002 | 27,918 | 0.34% | 0.34% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 201,949 | 27,774 | 0.2% | 0.2% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Frontier Asset Management, LLC | History | No change | 197,805 | 27,204 | 4.87% | 4.87% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 196,898 | 27,079 | 0.16% | 0.16% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Services | History | No change | 195,692 | 26,913 | 6.93% | 6.93% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Callan Family Office, LLC | History | No change | 195,591 | 26,899 | 0.53% | 0.53% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 194,694 | 26,776 | 13.56% | 13.56% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 193,024 | 26,546 | 0.98% | 0.98% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 200,338 | 26,510 | 0.44% | 0.44% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 200,338 | 26,510 | 0.44% | 0.44% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 192,433 | 26,465 | 0.55% | 0.55% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 189,809 | 26,104 | 0.26% | 0.26% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elevated Financial Group LLC | History | No change | 188,701 | 25,952 | 7.11% | 7.11% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Guidance Point Advisors, LLC | History | No change | 187,601 | 25,808 | 5.45% | 5.45% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCMORGAN & CO LLC | History | No change | 186,940 | 25,709 | 3.87% | 3.87% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kelly Financial Services LLC | History | No change | 186,168 | 25,603 | 5.48% | 5.48% | 202 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Adaptive Financial Consulting, LLC | History | No change | 182,539 | 25,104 | 8.79% | 8.79% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 182,247 | 25,064 | 2.49% | 2.49% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 181,112 | 24,908 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 179,987 | 24,753 | 0.62% | 0.62% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 176,217 | 24,235 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 175,837 | 24,182 | 2.82% | 2.82% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 175,126 | 24,085 | 4.63% | 4.63% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 174,815 | 24,042 | 15.9% | 15.9% | 210 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 173,758 | 23,896 | 0.09% | 0.09% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 171,522 | 23,589 | 0.63% | 0.63% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 171,500 | 23,586 | 0.45% | 0.45% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 170,924 | 23,507 | 1.22% | 1.22% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 170,648 | 23,469 | 0.47% | 0.47% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 170,400 | 23,435 | 1.22% | 1.22% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kilter Group LLC | History | No change | 170,351 | 23,428 | 8.48% | 8.48% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 167,392 | 23,021 | 0.36% | 0.36% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 166,932 | 22,958 | 0.26% | 0.26% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 165,307 | 22,734 | 6.36% | 6.36% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Financial Group LLC | History | No change | 164,287 | 22,594 | 2.54% | 2.54% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rothschild Wealth LLC | History | No change | 163,186 | 22,442 | 1.79% | 1.79% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ONE Advisory Partners, LLC | History | No change | 161,154 | 22,163 | 6.03% | 6.03% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMERCE BANK | History | No change | 160,837 | 22,119 | 0.1% | 0.1% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 163,210 | 22,100 | 1.47% | 1.47% | 225 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 159,153 | 21,888 | 5.35% | 5.35% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 158,814 | 21,841 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 158,795 | 21,839 | 2.2% | 2.2% | 228 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 157,330 | 21,637 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DT Investment Partners, LLC | History | No change | 154,386 | 21,232 | 1.58% | 1.58% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 154,322 | 21,223 | 0.27% | 0.27% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 149,008 | 21,198 | 0.57% | 0.53% | 232 | +14,261 | 10.58% | Q3 2026 | Oct 02, 2026 |
| Plancorp, LLC | History | No change | 154,385 | 21,067 | 0.51% | 0.51% | 233 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 152,323 | 20,948 | 0.79% | 0.79% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Capital Advisors, LLC | History | No change | 150,529 | 20,702 | 11.83% | 11.83% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 148,989 | 20,490 | 1.17% | 1.17% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Acropolis Investment Management, LLC | History | No change | 148,868 | 20,473 | 0.81% | 0.81% | 237 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 148,229 | 20,385 | 5.54% | 5.54% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 147,899 | 20,340 | 7.22% | 7.22% | 239 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cypress Wealth Services, LLC | History | No change | 147,840 | 20,332 | 2.49% | 2.49% | 240 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Royal Fund Management, LLC | History | No change | 146,678 | 20,172 | 1.68% | 1.68% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 146,134 | 20,097 | 2.62% | 2.62% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Financial Network, Inc. | History | No change | 146,039 | 20,084 | 0.62% | 0.62% | 243 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Heartland Consultants, Inc. | History | No change | 144,706 | 19,901 | 1.29% | 1.29% | 244 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Scarborough Advisors, LLC | History | No change | 146,547 | 19,784 | 2.27% | 2.27% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 141,485 | 19,458 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trust Point Inc. | History | No change | 141,130 | 19,409 | 1.65% | 1.65% | 247 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Snowden Capital Advisors LLC | History | No change | 140,953 | 19,385 | 0.46% | 0.46% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 140,415 | 19,311 | 1.67% | 1.67% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rodgers & Associates, LTD | History | No change | 139,031 | 19,120 | 1.74% | 1.74% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 138,002 | 18,979 | 0.56% | 0.56% | 251 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 136,636 | 18,791 | 0.94% | 0.94% | 252 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Beacon Capital Management, LLC | History | No change | 136,146 | 18,724 | 2.74% | 2.74% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Argent Trust Co | History | No change | 134,443 | 18,489 | 0.53% | 0.53% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | No change | 133,884 | 18,413 | 12.78% | 12.78% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 132,990 | 18,290 | 1.86% | 1.86% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 132,619 | 18,239 | 0.34% | 0.34% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 138,359 | 18,239 | 1.36% | 1.36% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Planned Solutions, Inc. | History | No change | 132,587 | 18,234 | 5.23% | 5.23% | 259 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ironwood Financial, llc | History | No change | 133,209 | 18,177 | 2.85% | 2.85% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lansing Street Advisors | History | No change | 130,898 | 18,002 | 3.82% | 3.82% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | No change | 129,830 | 17,855 | 0.34% | 0.34% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | No change | 128,972 | 17,737 | 2.71% | 2.71% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 128,256 | 17,639 | 0.12% | 0.12% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 127,641 | 17,554 | 7.36% | 7.36% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 127,299 | 17,507 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NICOLET BANKSHARES INC | History | No change | 126,764 | 17,425 | 0.55% | 0.55% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 126,412 | 17,385 | 0.18% | 0.18% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Midwest Financial Group LLC | History | No change | 124,345 | 17,101 | 6.0% | 6.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| American Wealth Advisors, LLC | History | No change | 123,649 | 17,005 | 15.96% | 15.96% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 123,028 | 16,920 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | No change | 122,333 | 16,824 | 1.64% | 1.64% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 122,234 | 16,810 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 121,365 | 16,691 | 2.91% | 2.91% | 274 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 119,200 | 16,393 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 118,930 | 16,356 | 3.77% | 3.77% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 118,790 | 16,337 | 0.94% | 0.94% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | No change | 117,663 | 16,182 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 117,294 | 16,131 | 0.19% | 0.19% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perkins Coie Trust Co | History | No change | 117,236 | 16,123 | 2.67% | 2.67% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| W ADVISORS, LLC | History | No change | 116,249 | 15,987 | 7.27% | 7.27% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 115,305 | 15,858 | 0.18% | 0.18% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 112,703 | 15,500 | 0.11% | 0.11% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 136,976 | 15,493 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 112,572 | 15,482 | 0.84% | 0.84% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WCG Wealth Advisors LLC | History | No change | 112,481 | 15,469 | 0.37% | 0.37% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 112,356 | 15,452 | 1.51% | 1.51% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 111,735 | 15,366 | 1.19% | 1.19% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 111,546 | 15,340 | 0.37% | 0.37% | 289 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | No change | 110,218 | 15,158 | 3.03% | 3.03% | 290 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perigon Wealth Management, LLC | History | No change | 109,669 | 15,082 | 0.24% | 0.24% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 109,498 | 15,059 | 0.84% | 0.84% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | No change | 109,400 | 15,045 | 0.69% | 0.69% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Centerpoint Advisors, LLC | History | No change | 109,316 | 15,034 | 4.27% | 4.27% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Advisors Network LLC | History | No change | 109,028 | 14,994 | 0.69% | 0.69% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 108,453 | 14,915 | 0.96% | 0.96% | 296 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 105,839 | 14,556 | 0.41% | 0.41% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 104,901 | 14,426 | 0.51% | 0.51% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 104,891 | 14,425 | 0.24% | 0.24% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 104,476 | 14,368 | 0.26% | 0.26% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |