iSHARES TRUST - IWB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 9,942,793 | 4,071,573 | 0.18% | 0.18% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,705,412 | 3,483,940 | 1.39% | 1.39% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,567,154 | 1,870,249 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,908,505 | 1,600,532 | 0.38% | 0.38% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| M&T BANK CORP | History | No change | 2,899,576 | 1,187,376 | 3.48% | 3.48% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,550,767 | 1,044,539 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,543,875 | 1,041,717 | 0.23% | 0.23% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,313,380 | 947,328 | 0.47% | 0.47% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 2,289,986 | 937,749 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,040,874 | 835,739 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 1,859,370 | 761,412 | 0.78% | 0.78% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,637,759 | 670,662 | 12.7% | 12.7% | 12 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,637,759 | 670,662 | 11.12% | 11.12% | 13 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,634,389 | 664,069 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,577,820 | 646,117 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,429,386 | 585,333 | 4.28% | 4.28% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,337,416 | 547,671 | 0.29% | 0.29% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | No change | 1,281,418 | 524,740 | 7.23% | 7.23% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,270,498 | 520,268 | 0.79% | 0.79% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,138,581 | 466,248 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,132,924 | 463,892 | 1.35% | 1.35% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,081,981 | 443,071 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 856,684 | 350,812 | 0.38% | 0.38% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 838,203 | 343,243 | 2.55% | 2.55% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 833,092 | 341,151 | 0.55% | 0.55% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 815,660 | 334,013 | 0.4% | 0.4% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 791,000 | 323,914 | 2.12% | 2.12% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 721,484 | 295,447 | 0.37% | 0.37% | 28 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Legacy Wealth Management, LLC | History | No change | 702,613 | 287,720 | 15.05% | 15.05% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 651,215 | 266,672 | 0.16% | 0.16% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 637,495 | 261,054 | 12.72% | 12.72% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 625,348 | 256,080 | 1.75% | 1.75% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 566,204 | 231,860 | 0.24% | 0.24% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 565,167 | 231,435 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 524,619 | 214,831 | 0.21% | 0.21% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 492,609 | 201,722 | 0.93% | 0.93% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 482,320 | 197,628 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 437,245 | 179,051 | 2.13% | 2.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empower Advisory Group, LLC | History | No change | 430,492 | 176,286 | 0.42% | 0.42% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 410,929 | 168,275 | 0.2% | 0.2% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 381,177 | 156,091 | 0.14% | 0.14% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 380,082 | 155,643 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 379,919 | 155,576 | 14.73% | 14.73% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 352,340 | 144,283 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 347,484 | 142,294 | 32.71% | 32.71% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 341,972 | 140,037 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 336,014 | 136,333 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 318,478 | 130,416 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 314,703 | 128,870 | 0.75% | 0.75% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 311,153 | 127,416 | 1.96% | 1.96% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthRock Partners, LLC | History | No change | 295,228 | 120,895 | 1.75% | 1.75% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 284,885 | 116,660 | 13.2% | 13.2% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 279,636 | 114,510 | 0.39% | 0.39% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Johns Hopkins University | History | No change | 264,479 | 108,304 | 7.24% | 7.24% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 262,586 | 107,528 | 0.47% | 0.47% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 249,432 | 102,142 | 5.26% | 5.26% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Winthrop Advisory Group LLC | History | No change | 247,599 | 101,391 | 6.83% | 6.83% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 238,849 | 97,808 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 236,272 | 96,753 | 1.98% | 1.98% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 233,438 | 94,848 | 0.63% | 0.63% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 227,369 | 93,107 | 0.13% | 0.13% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 224,503 | 91,973 | 0.11% | 0.11% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 209,766 | 85,899 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 209,271 | 85,696 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | No change | 205,671 | 84,222 | 1.03% | 1.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 197,624 | 80,926 | 1.01% | 1.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 196,255 | 80,366 | 4.01% | 4.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 192,855 | 78,974 | 4.05% | 4.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WASHINGTON TRUST Co | History | No change | 187,582 | 76,814 | 2.39% | 2.39% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 184,908 | 75,720 | 0.1% | 0.1% | 70 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 175,478 | 71,858 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 173,341 | 70,982 | 0.11% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 166,139 | 68,034 | 10.99% | 10.99% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Boston Partners | History | No change | 165,274 | 67,726 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 163,625 | 67,004 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 162,958 | 66,731 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIGHTON JONES LLC | History | No change | 161,000 | 65,929 | 1.23% | 1.23% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Enclave Advisors LLC | History | No change | 159,905 | 65,480 | 8.28% | 8.28% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 158,526 | 64,916 | 24.49% | 24.49% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Norinchukin Bank, The | History | No change | 155,000 | 63,472 | 0.62% | 0.62% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Napier Financial, LLC | History | No change | 152,880 | 62,604 | 13.04% | 13.04% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 149,580 | 61,253 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DT Investment Partners, LLC | History | No change | 148,918 | 60,981 | 4.55% | 4.55% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 148,358 | 60,752 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 147,167 | 60,264 | 0.73% | 0.73% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JT Stratford LLC | History | No change | 146,428 | 59,962 | 6.57% | 6.57% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 145,102 | 59,419 | 0.33% | 0.33% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 141,523 | 57,953 | 0.27% | 0.27% | 88 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CHOREO, LLC | History | No change | 139,506 | 57,126 | 0.63% | 0.63% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 137,398 | 56,264 | 5.34% | 5.34% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 134,401 | 55,037 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 131,839 | 53,988 | 3.82% | 3.82% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthfront Advisers LLC | History | No change | 128,979 | 52,816 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 128,083 | 52,449 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jordan Park Group LLC | History | No change | 126,399 | 51,760 | 2.62% | 2.62% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 124,298 | 50,900 | 0.73% | 0.73% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 122,456 | 50,145 | 3.99% | 3.99% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keel Point, LLC | History | No change | 122,452 | 50,144 | 2.96% | 2.96% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | No change | 121,730 | 49,848 | 4.5% | 4.5% | 99 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Brewster Financial Planning LLC | History | No change | 119,018 | 48,737 | 26.76% | 26.76% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lido Advisors, LLC | History | No change | 118,488 | 48,521 | 0.13% | 0.13% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASPIRIANT, LLC | History | No change | 116,055 | 47,524 | 1.17% | 1.17% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 116,034 | 47,516 | 0.91% | 0.91% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 113,304 | 46,398 | 0.22% | 0.22% | 104 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 113,061 | 46,298 | 0.44% | 0.44% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | No change | 111,486 | 45,653 | 21.86% | 21.86% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Financial Advisors, LLC | History | No change | 105,848 | 43,344 | 5.22% | 5.22% | 107 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 104,962 | 43,003 | 0.8% | 0.8% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Busey Bank | History | No change | 104,140 | 42,645 | 1.03% | 1.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 103,531 | 42,395 | 2.07% | 2.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 103,231 | 42,272 | 1.78% | 1.78% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Constellation Investments, Inc. | History | No change | 101,441 | 41,540 | 1.3% | 1.3% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 100,749 | 41,256 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 94,035 | 38,507 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 93,430 | 38,259 | 4.17% | 4.17% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 92,310 | 37,800 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 91,894 | 37,631 | 8.51% | 8.51% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 91,196 | 37,344 | 0.42% | 0.42% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TFO Wealth Partners, LLC | History | No change | 90,216 | 36,943 | 4.02% | 4.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 89,429 | 36,621 | 4.01% | 4.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Advisors, LLC | History | No change | 89,260 | 36,551 | 3.41% | 3.41% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | No change | 86,387 | 35,375 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 85,671 | 35,082 | 0.78% | 0.78% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parker Investment Management, LLC | History | No change | 85,481 | 35,004 | 2.67% | 2.67% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 85,461 | 34,988 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 85,288 | 34,925 | 2.7% | 2.7% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 85,161 | 34,873 | 0.86% | 0.86% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 83,982 | 34,390 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gray Private Wealth, LLC | History | No change | 83,372 | 34,140 | 14.75% | 14.75% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO | History | No change | 82,389 | 33,942 | 0.33% | 0.33% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| May Hill Capital, LLC | History | No change | 82,038 | 33,594 | 7.02% | 7.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XML Financial, LLC | History | No change | 81,941 | 33,554 | 2.44% | 2.44% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SACHEM HILL LLC | History | No change | 81,776 | 33,487 | 5.95% | 5.95% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BTC Capital Management, Inc. | History | No change | 81,262 | 33,361 | 2.03% | 2.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | No change | 81,458 | 33,357 | 9.8% | 9.8% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 80,773 | 33,076 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 80,409 | 32,927 | 0.15% | 0.15% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Opus Capital Group, LLC | History | No change | 80,310 | 32,887 | 3.19% | 3.19% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 80,040 | 32,777 | 0.2% | 0.2% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 76,200 | 31,203 | 0.23% | 0.23% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | No change | 74,490 | 30,503 | 0.88% | 0.88% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 74,305 | 30,427 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 73,236 | 29,990 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allen Investment Management, LLC | History | No change | 71,104 | 29,119 | 0.35% | 0.35% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 70,239 | 28,762 | 0.19% | 0.19% | 145 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 67,417 | 27,607 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | No change | 66,971 | 27,424 | 0.29% | 0.29% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 66,732 | 27,113 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 63,758 | 26,124 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 63,095 | 25,837 | 0.32% | 0.32% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | No change | 62,826 | 25,727 | 0.33% | 0.33% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 61,550 | 25,204 | 0.15% | 0.15% | 152 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 58,956 | 24,142 | 0.66% | 0.66% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVIS R M INC | History | No change | 58,467 | 23,942 | 0.38% | 0.38% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 58,420 | 23,922 | 1.42% | 1.42% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 57,200 | 23,423 | 0.37% | 0.37% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heritage Investment Group, Inc. | History | No change | 56,371 | 23,083 | 3.1% | 3.1% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Paladin Partners, LLC | History | Added to | 55,022 | 22,896 | 14.09% | 14.17% | 158 | +2,687 | 5.13% | Q3 2026 | Oct 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 55,846 | 22,868 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 55,716 | 22,815 | 0.19% | 0.19% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Single Point Partners, LLC | History | No change | 55,525 | 22,737 | 4.0% | 4.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Centerpoint Advisors, LLC | History | No change | 53,853 | 22,053 | 6.26% | 6.26% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paragon Capital Management LLC | History | No change | 53,446 | 21,886 | 10.13% | 10.13% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 53,433 | 21,880 | 0.72% | 0.72% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 52,719 | 21,522 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 52,031 | 21,306 | 10.3% | 10.3% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 51,542 | 21,106 | 14.88% | 14.88% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 50,000 | 20,475 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 49,482 | 20,262 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Auxano Advisors, LLC | History | No change | 49,421 | 20,237 | 3.83% | 3.83% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 49,408 | 20,232 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 49,009 | 20,069 | 0.35% | 0.35% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SCS Capital Management LLC | History | No change | 48,700 | 19,942 | 0.19% | 0.19% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Point Inc. | History | No change | 46,868 | 19,192 | 1.63% | 1.63% | 174 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tortoise Investment Management, LLC | History | No change | 46,519 | 19,049 | 1.42% | 1.42% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 46,059 | 18,860 | 0.36% | 0.36% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rice Partnership, LLC | History | No change | 45,588 | 18,668 | 2.27% | 2.27% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 45,360 | 18,574 | 1.1% | 1.1% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 45,173 | 18,498 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | No change | 44,553 | 18,243 | 12.15% | 12.15% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 43,602 | 17,855 | 2.43% | 2.43% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 43,288 | 17,726 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 42,640 | 17,461 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latigo Investments, LLC | History | No change | 42,556 | 17,426 | 7.77% | 7.77% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 42,306 | 17,322 | 0.14% | 0.14% | 185 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Glassman Wealth Services | History | No change | 42,195 | 17,278 | 2.07% | 2.07% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 41,790 | 16,890 | 1.63% | 1.63% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 41,161 | 16,855 | 1.72% | 1.72% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 40,791 | 16,703 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 40,621 | 16,634 | 1.07% | 1.07% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 39,885 | 16,332 | 0.87% | 0.87% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 39,692 | 16,253 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | No change | 39,578 | 16,207 | 0.22% | 0.22% | 193 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SG Americas Securities, LLC | History | No change | 38,947 | 15,949 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARTIST INC /CA/ | History | No change | 38,886 | 15,923 | 9.94% | 9.94% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,680 | 15,574 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 37,759 | 15,462 | 0.19% | 0.19% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 37,324 | 15,293 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 36,978 | 15,142 | 0.28% | 0.28% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 36,595 | 14,985 | 0.18% | 0.18% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 36,562 | 14,972 | 0.21% | 0.21% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 35,674 | 14,609 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JMG Financial Group, Ltd. | History | No change | 35,656 | 14,601 | 0.35% | 0.35% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advance Capital Management, Inc. | History | No change | 34,538 | 14,143 | 0.46% | 0.46% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 33,599 | 13,759 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 33,477 | 13,708 | 0.69% | 0.69% | 206 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| HRT FINANCIAL LP | History | No change | 33,360 | 13,660 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 33,269 | 13,623 | 3.24% | 3.24% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 33,254 | 13,617 | 9.18% | 9.18% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Curi Capital, LLC | History | No change | 33,203 | 13,596 | 0.21% | 0.21% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 32,492 | 13,305 | 0.14% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 32,448 | 13,287 | 32.76% | 32.76% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 32,447 | 13,287 | 1.55% | 1.55% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 31,588 | 12,935 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 30,865 | 12,639 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 30,692 | 12,568 | 0.7% | 0.7% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 30,680 | 12,563 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 29,455 | 12,061 | 0.81% | 0.81% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 29,308 | 12,001 | 0.2% | 0.2% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 29,221 | 11,966 | 0.49% | 0.49% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fire Capital Management LLC | History | No change | 29,117 | 11,923 | 4.85% | 4.85% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HBK Sorce Advisory LLC | History | No change | 28,203 | 11,878 | 0.23% | 0.23% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 28,797 | 11,847 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Capital, LLC | History | No change | 28,905 | 11,836 | 0.59% | 0.59% | 224 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Merit Financial Group, LLC | History | No change | 28,829 | 11,805 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Centennial Bank/AR/ | History | No change | 28,748 | 11,772 | 3.79% | 3.79% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 28,656 | 11,734 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Firestone Capital Management | History | No change | 28,560 | 11,695 | 2.18% | 2.18% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 28,310 | 11,592 | 0.63% | 0.63% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,192 | 11,544 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 28,109 | 11,510 | 0.61% | 0.61% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 27,922 | 11,434 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 27,538 | 11,276 | 0.13% | 0.13% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 27,477 | 11,251 | 3.53% | 3.53% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 27,380 | 11,212 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannell & Spears LLC | History | No change | 27,323 | 11,188 | 0.2% | 0.2% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 27,259 | 11,162 | 0.76% | 0.76% | 237 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Brown Financial Advisory | History | No change | 27,165 | 11,123 | 4.65% | 4.65% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sepio Capital, LP | History | No change | 26,737 | 10,948 | 0.55% | 0.55% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 26,580 | 10,884 | 1.96% | 1.96% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 26,484 | 10,845 | 0.55% | 0.55% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 26,264 | 10,722 | 6.69% | 6.69% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FORMULATE FINANCIAL LLC | History | No change | 26,128 | 10,699 | 11.26% | 11.26% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 26,065 | 10,673 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 88 | 10,524 | 0.87% | 0.87% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 25,598 | 10,482 | 2.86% | 2.86% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 25,536 | 10,457 | 0.12% | 0.12% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 25,154 | 10,300 | 0.96% | 0.96% | 248 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 25,102 | 10,279 | 0.88% | 0.88% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 24,847 | 10,174 | 0.59% | 0.59% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pure Financial Advisors, LLC | History | No change | 24,700 | 10,114 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 24,550 | 10,053 | 0.24% | 0.24% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| St. Louis Trust Co | History | No change | 95,738 | 9,974 | 1.14% | 1.14% | 253 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 24,081 | 9,861 | 4.16% | 4.16% | 254 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 23,811 | 9,750 | 1.39% | 1.39% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 23,759 | 9,729 | 0.17% | 0.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tudor Financial Inc. | History | No change | 23,378 | 9,573 | 4.3% | 4.3% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 23,234 | 9,514 | 0.84% | 0.84% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Campion Asset Management | History | No change | 23,056 | 9,441 | 5.76% | 5.76% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 23,035 | 9,432 | 0.79% | 0.79% | 260 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fort Point Capital Partners LLC | History | No change | 22,746 | 9,314 | 0.65% | 0.65% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 22,638 | 9,270 | 0.19% | 0.19% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Omega Financial Group, LLC | History | No change | 22,301 | 9,132 | 2.78% | 2.78% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Circle Wealth Management, LLC | History | No change | 22,134 | 9,063 | 0.11% | 0.11% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 21,509 | 9,058 | 5.39% | 5.39% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Trail Advisors, LLC | History | No change | 22,089 | 9,045 | 0.11% | 0.11% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewSquare Capital LLC | History | No change | 21,739 | 8,902 | 0.66% | 0.66% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Klingman & Associates, LLC | History | No change | 21,719 | 8,893 | 0.38% | 0.38% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bleakley Financial Group, LLC | History | No change | 21,484 | 8,797 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caprock Group, LLC | History | No change | 21,442 | 8,780 | 0.17% | 0.17% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ackerman Asset Management, LLC | History | No change | 21,375 | 8,753 | 5.25% | 5.25% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 20,892 | 8,560 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 20,613 | 8,441 | 0.25% | 0.25% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Evanson Financial, LLC | History | No change | 20,532 | 8,407 | 0.41% | 0.41% | 274 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tidal Investments LLC | History | No change | 19,793 | 8,105 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monument Capital Management | History | No change | 19,735 | 8,081 | 1.63% | 1.63% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 19,686 | 8,061 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 19,581 | 8,018 | 0.62% | 0.62% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avestar Capital, LLC | History | No change | 19,539 | 8,001 | 0.45% | 0.45% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 19,505 | 7,987 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Breakwater Capital Group | History | No change | 19,355 | 7,925 | 0.95% | 0.95% | 281 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 19,234 | 7,876 | 1.19% | 1.19% | 282 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sage Mountain Advisors LLC | History | No change | 19,136 | 7,836 | 0.48% | 0.48% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 19,102 | 7,822 | 1.12% | 1.12% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 18,807 | 7,701 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 18,712 | 7,662 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 18,456 | 7,558 | 3.53% | 3.53% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversified Trust Co | History | No change | 18,233 | 7,466 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stegner Investment Associates Inc. | History | No change | 18,226 | 7,463 | 3.55% | 3.55% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apella Capital, LLC | History | No change | 17,927 | 7,344 | 0.1% | 0.1% | 290 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Storen Legacy Partners, LLC | History | No change | 17,830 | 7,301 | 1.99% | 1.99% | 291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 17,761 | 7,273 | 0.18% | 0.18% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 17,637 | 7,222 | 3.91% | 3.91% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | No change | 17,492 | 7,162 | 0.19% | 0.19% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hirtle & Co., LLC | History | No change | 17,479 | 7,157 | 0.24% | 0.24% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 17,435 | 7,139 | 0.29% | 0.29% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Garde Capital, Inc. | History | No change | 17,363 | 7,110 | 0.32% | 0.32% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FCA CORP /TX | History | No change | 17,361 | 7,109 | 1.75% | 1.75% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 17,362 | 7,109 | 0.11% | 0.11% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,295 | 7,082 | 0.15% | 0.15% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |