iSHARES TRUST - IWD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 44,711,921 | 10,839,511 | 0.7% | 0.7% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 40,662,951 | 9,857,920 | 0.52% | 0.52% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,508,393 | 2,789,979 | 0.24% | 0.24% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 8,896,508 | 2,156,780 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,644,566 | 2,095,705 | 0.42% | 0.42% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,498,901 | 2,063,108 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,898,903 | 1,914,930 | 3.4% | 3.4% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,717,263 | 1,628,466 | 0.38% | 0.38% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 6,325,816 | 1,533,567 | 0.2% | 0.2% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,192,377 | 1,501,218 | 2.06% | 2.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,686,036 | 1,378,465 | 0.22% | 0.22% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,232,373 | 1,268,483 | 0.34% | 0.34% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,160,192 | 1,008,555 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 4,042,964 | 980,135 | 0.22% | 0.22% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 3,793,923 | 919,760 | 2.7% | 2.7% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,411,025 | 826,934 | 0.41% | 0.41% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,257,065 | 789,610 | 5.38% | 5.38% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 3,107,712 | 753,402 | 0.82% | 0.82% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,718,123 | 659,847 | 0.26% | 0.26% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,187,427 | 530,296 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,143,441 | 519,634 | 0.62% | 0.62% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 2,045,358 | 495,856 | 10.57% | 10.57% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,821,926 | 441,691 | 0.37% | 0.37% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 1,715,696 | 415,936 | 14.03% | 14.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,601,482 | 388,247 | 0.49% | 0.49% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,534,580 | 372,028 | 0.57% | 0.57% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 1,416,627 | 343,432 | 0.35% | 0.35% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stairway Partners, LLC | History | Reduced | 1,317,850 | 326,734 | 15.43% | 15.21% | 28 | -14,005 | -1.05% | Q3 2026 | Oct 01, 2026 |
| 71 West Capital Partners | History | No change | 1,306,647 | 316,770 | 10.95% | 10.95% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 1,245,656 | 301,984 | 0.28% | 0.28% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,187,387 | 287,858 | 0.32% | 0.32% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,172,263 | 284,191 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,152,535 | 279,409 | 0.45% | 0.45% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,093,500 | 265,097 | 0.91% | 0.91% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 1,041,916 | 252,591 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 877,912 | 213,388 | 10.15% | 10.15% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waldron Private Wealth LLC | History | No change | 853,400 | 206,889 | 7.16% | 7.16% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 848,030 | 205,588 | 0.25% | 0.25% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 807,045 | 195,651 | 2.33% | 2.33% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 793,380 | 192,340 | 0.21% | 0.21% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 786,854 | 190,757 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 785,470 | 190,418 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 742,315 | 179,959 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 730,583 | 177,115 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 725,606 | 175,908 | 1.31% | 1.31% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Circle Wealth Management, LLC | History | No change | 672,670 | 163,075 | 2.05% | 2.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 663,733 | 160,908 | 0.71% | 0.71% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 663,216 | 160,783 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 636,075 | 154,407 | 1.03% | 1.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1ST SOURCE BANK | History | No change | 632,344 | 153,299 | 6.95% | 6.95% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 593,962 | 144,015 | 1.61% | 1.61% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 509,090 | 123,418 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 494,171 | 121,981 | 0.2% | 0.2% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 480,631 | 116,519 | 0.34% | 0.34% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 461,550 | 111,893 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 453,552 | 109,955 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 446,355 | 108,210 | 0.15% | 0.15% | 57 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 442,652 | 107,312 | 1.06% | 1.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 428,133 | 103,792 | 5.87% | 5.87% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 414,670 | 100,528 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 407,487 | 98,786 | 1.86% | 1.86% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 404,733 | 98,119 | 1.08% | 1.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marquette Asset Management, LLC | History | No change | 397,757 | 96,428 | 12.38% | 12.38% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 395,280 | 95,827 | 16.5% | 16.5% | 64 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Waverly Advisors, LLC | History | No change | 392,600 | 95,177 | 0.55% | 0.55% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 385,177 | 93,378 | 16.99% | 16.99% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 382,514 | 92,732 | 0.35% | 0.35% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 382,011 | 92,610 | 0.47% | 0.47% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 364,575 | 88,383 | 3.56% | 3.56% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 360,680 | 87,439 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 359,145 | 87,067 | 0.93% | 0.93% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 353,038 | 85,586 | 0.63% | 0.63% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 337,493 | 81,818 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 332,274 | 80,553 | 7.14% | 7.14% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 327,952 | 79,505 | 0.29% | 0.29% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 321,271 | 77,886 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 319,919 | 77,557 | 0.3% | 0.3% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 362,548 | 77,465 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 319,031 | 77,342 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 309,791 | 75,102 | 0.34% | 0.34% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 307,073 | 74,443 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 304,240 | 73,756 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 301,351 | 73,056 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 284,963 | 69,083 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 281,975 | 68,359 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 271,741 | 65,884 | 13.11% | 13.11% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 269,580 | 65,354 | 0.13% | 0.13% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 265,835 | 64,446 | 5.0% | 5.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 265,552 | 64,377 | 0.79% | 0.79% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 261,551 | 63,407 | 0.29% | 0.29% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SMI Advisory Services, LLC | History | No change | 255,736 | 63,228 | 10.25% | 10.25% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 259,924 | 63,013 | 1.1% | 1.1% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 257,408 | 62,403 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 253,556 | 61,469 | 0.75% | 0.75% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Paulson Wealth Management Inc. | History | No change | 253,476 | 61,450 | 13.03% | 13.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | No change | 244,415 | 59,253 | 0.33% | 0.33% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 241,235 | 58,482 | 1.12% | 1.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 232,981 | 56,481 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 229,113 | 55,543 | 0.61% | 0.61% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 222,877 | 54,031 | 0.46% | 0.46% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 220,733 | 53,512 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 215,569 | 52,260 | 4.36% | 4.36% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Americana Partners, LLC | History | No change | 213,798 | 51,831 | 1.17% | 1.17% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 211,834 | 51,355 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Management LLC | History | No change | 210,233 | 50,966 | 1.67% | 1.67% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wind River Trust Co | History | No change | 207,228 | 50,238 | 16.97% | 16.97% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 207,147 | 50,218 | 4.61% | 4.61% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 196,514 | 47,640 | 0.75% | 0.75% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 187,828 | 45,535 | 1.02% | 1.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 184,219 | 44,660 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Saudi Central Bank | History | No change | 178,016 | 44,153 | 0.58% | 0.58% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 171,512 | 41,579 | 0.25% | 0.25% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 166,111 | 40,997 | 2.73% | 2.73% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Corundum Group, Inc. | History | No change | 167,207 | 40,535 | 12.02% | 12.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 166,431 | 40,351 | 0.59% | 0.59% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 165,039 | 40,010 | 0.27% | 0.27% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Sage Partners, LLC | History | No change | 164,320 | 39,836 | 5.65% | 5.65% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 155,598 | 38,577 | 19.7% | 19.2% | 118 | +461 | 0.3% | Q3 2026 | Oct 01, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 158,923 | 38,527 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 156,169 | 37,860 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 155,710 | 37,748 | 0.43% | 0.43% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ellenbecker Investment Group | History | No change | 155,500 | 37,698 | 4.38% | 4.38% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HSBC HOLDINGS PLC | History | No change | 151,925 | 36,831 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 147,184 | 35,768 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 147,043 | 35,650 | 8.82% | 8.82% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 145,301 | 35,225 | 0.23% | 0.23% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Objectivity Squared, LLC | History | No change | 144,543 | 35,041 | 19.74% | 19.74% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cordatus Wealth Management LLC | History | No change | 144,489 | 35,028 | 7.69% | 7.69% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 143,943 | 34,896 | 5.88% | 5.88% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 140,095 | 33,963 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 139,126 | 33,728 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 138,965 | 33,689 | 0.16% | 0.16% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 138,046 | 33,466 | 3.51% | 3.51% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 137,294 | 33,284 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RMR Wealth Builders | History | No change | 136,510 | 33,094 | 2.06% | 2.06% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sylvest Advisors, LLC | History | No change | 132,225 | 32,055 | 14.45% | 14.45% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 129,437 | 31,379 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 129,178 | 31,317 | 3.16% | 3.16% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Boston Partners | History | No change | 127,621 | 31,004 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LWM ADVISORS INC | History | No change | 127,487 | 30,906 | 23.05% | 23.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 127,277 | 30,855 | 0.3% | 0.3% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 127,219 | 30,842 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CX Institutional | History | Added to | 122,927 | 30,477 | 0.83% | 0.83% | 143 | +4,673 | 3.95% | Q3 2026 | Oct 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 124,223 | 30,115 | 1.22% | 1.22% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 122,810 | 29,772 | 0.22% | 0.22% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 122,334 | 29,657 | 0.35% | 0.35% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 122,215 | 29,628 | 1.14% | 1.14% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMG National Trust Bank | History | No change | 121,896 | 29,551 | 0.61% | 0.61% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 120,601 | 29,237 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ryan Investment Management, Inc. | History | No change | 120,376 | 29,182 | 13.21% | 13.21% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nadler Financial Group, Inc. | History | No change | 119,675 | 29,012 | 2.46% | 2.46% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 117,742 | 28,544 | 0.27% | 0.27% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GTS SECURITIES LLC | History | No change | 116,951 | 28,352 | 0.6% | 0.6% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 116,884 | 28,336 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 116,785 | 28,312 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 116,488 | 28,240 | 0.19% | 0.19% | 156 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BTC Capital Management, Inc. | History | No change | 114,711 | 27,810 | 1.69% | 1.69% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFW Advisors LLC | History | No change | 109,904 | 26,644 | 7.77% | 7.77% | 158 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FULTON BANK, N.A. | History | No change | 109,030 | 26,432 | 0.81% | 0.81% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Venture Visionary Partners LLC | History | No change | 107,710 | 26,112 | 0.73% | 0.73% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AWM CAPITAL, LLC | History | No change | 104,700 | 25,382 | 2.03% | 2.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Investment Management, LLC | History | No change | 104,385 | 25,306 | 0.91% | 0.91% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 102,975 | 24,964 | 0.25% | 0.25% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 102,895 | 24,944 | 1.7% | 1.7% | 164 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 100,602 | 24,398 | 0.13% | 0.13% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 100,400 | 24,339 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 99,729 | 24,177 | 0.25% | 0.25% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 99,228 | 24,055 | 1.05% | 1.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 98,500 | 23,879 | 0.36% | 0.36% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 98,484 | 23,875 | 0.3% | 0.3% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 94,896 | 23,005 | 0.36% | 0.36% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 94,592 | 22,931 | 4.14% | 4.14% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fund Evaluation Group, LLC | History | No change | 94,280 | 22,856 | 0.62% | 0.62% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 93,413 | 22,646 | 3.26% | 3.26% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 93,111 | 22,573 | 0.14% | 0.14% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SlateStone Wealth, LLC | History | No change | 92,514 | 22,428 | 1.72% | 1.72% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 92,496 | 22,423 | 0.41% | 0.41% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 92,318 | 22,380 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Westshore Wealth, LLC | History | No change | 90,319 | 21,896 | 6.8% | 6.8% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 89,848 | 21,781 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 87,962 | 21,324 | 0.78% | 0.78% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 87,331 | 21,171 | 0.23% | 0.23% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 86,242 | 20,907 | 0.44% | 0.44% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Independent Family Office, LLC | History | No change | 86,163 | 20,888 | 8.39% | 8.39% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 85,612 | 20,755 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 85,448 | 20,715 | 0.11% | 0.11% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 84,176 | 20,406 | 4.02% | 4.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Noble Family Wealth, LLC | History | No change | 82,217 | 19,931 | 3.57% | 3.57% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 81,486 | 19,754 | 0.14% | 0.14% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keel Point, LLC | History | No change | 80,834 | 19,596 | 1.16% | 1.16% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Napier Financial, LLC | History | No change | 80,154 | 19,431 | 4.05% | 4.05% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 80,035 | 19,402 | 13.72% | 13.72% | 192 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 79,919 | 19,374 | 1.6% | 1.6% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 79,264 | 19,216 | 2.1% | 2.1% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PW Nova Financial Services LLC | History | No change | 78,713 | 19,082 | 4.09% | 4.09% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 78,265 | 19,016 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 77,208 | 18,717 | 0.55% | 0.55% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 76,311 | 18,500 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 75,795 | 18,375 | 0.55% | 0.55% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthCoast Asset Management LLC | History | No change | 75,245 | 18,241 | 0.4% | 0.4% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Newport Capital Group, LLC | History | No change | 74,500 | 18,061 | 10.14% | 10.14% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ballast, Inc. | History | No change | 74,114 | 17,967 | 3.39% | 3.39% | 202 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Callan Family Office, LLC | History | No change | 73,717 | 17,871 | 0.35% | 0.35% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 72,762 | 17,639 | 0.98% | 0.98% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 72,440 | 17,561 | 10.58% | 10.58% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisory Group LLC | History | No change | 71,874 | 17,424 | 0.94% | 0.94% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 71,478 | 17,328 | 0.73% | 0.73% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 71,209 | 17,262 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | No change | 69,260 | 17,158 | 0.24% | 0.24% | 209 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Meramec Financial Planners, LLC | History | No change | 68,485 | 17,103 | 6.25% | 6.25% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEST BANCORPORATION INC | History | No change | 70,539 | 17,100 | 7.31% | 7.31% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 69,220 | 16,781 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 67,587 | 16,385 | 5.29% | 5.29% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Berman McAleer LLC | History | No change | 67,488 | 16,361 | 1.89% | 1.89% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 64,218 | 15,569 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 63,291 | 15,343 | 0.23% | 0.23% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 63,143 | 15,307 | 4.3% | 4.3% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 63,113 | 15,300 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | No change | 61,515 | 14,913 | 1.79% | 1.79% | 219 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 61,322 | 14,866 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 61,285 | 14,857 | 0.98% | 0.98% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGHT 2811, INC. | History | No change | 61,000 | 14,788 | 5.72% | 5.72% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 60,935 | 14,772 | 0.16% | 0.16% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 60,827 | 14,746 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 59,721 | 14,478 | 0.4% | 0.4% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FDx Advisors, Inc. | History | No change | 59,013 | 14,307 | 4.31% | 4.31% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 58,890 | 14,276 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 58,572 | 14,199 | 3.01% | 3.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 58,376 | 14,152 | 0.87% | 0.87% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 57,833 | 14,020 | 0.61% | 0.61% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IEQ CAPITAL, LLC | History | No change | 57,583 | 13,959 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 57,185 | 13,863 | 0.11% | 0.11% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 57,068 | 13,853 | 0.39% | 0.39% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 56,939 | 13,803 | 4.31% | 4.31% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CERTUITY, LLC | History | No change | 56,216 | 13,628 | 0.67% | 0.67% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aristotle Capital Management, LLC | History | No change | 55,774 | 13,521 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 55,768 | 13,519 | 0.21% | 0.21% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 54,741 | 13,476 | 0.27% | 0.27% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Haverford Trust Co | History | No change | 55,569 | 13,471 | 0.12% | 0.12% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prism Advisors, Inc. | History | No change | 55,366 | 13,422 | 3.26% | 3.26% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOKF, NA | History | No change | 55,362 | 13,421 | 0.19% | 0.19% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Krane Financial Solutions LLC | History | No change | 55,203 | 13,382 | 8.24% | 8.24% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 53,283 | 12,917 | 0.13% | 0.13% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 53,224 | 12,903 | 0.64% | 0.64% | 244 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NWAM LLC | History | No change | 51,908 | 12,583 | 0.63% | 0.63% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Paladin Partners, LLC | History | No change | 51,090 | 12,385 | 8.19% | 8.19% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kelsey Financial, LLC | History | No change | 50,631 | 12,274 | 9.31% | 9.31% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 50,576 | 12,261 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 50,573 | 12,260 | 0.29% | 0.29% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOSTER & MOTLEY INC | History | No change | 50,563 | 12,258 | 0.56% | 0.56% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XML Financial, LLC | History | No change | 50,237 | 12,178 | 0.89% | 0.89% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Newton One Investments LLC | History | No change | 50,120 | 12,150 | 3.06% | 3.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 49,697 | 12,048 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 48,793 | 11,828 | 0.25% | 0.25% | 254 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Diversified Trust Co | History | No change | 48,614 | 11,785 | 0.19% | 0.19% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tradition Wealth Management, LLC | History | No change | 47,811 | 11,590 | 0.71% | 0.71% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 46,442 | 11,514 | 1.74% | 1.69% | 257 | -185 | -0.4% | Q3 2026 | Oct 01, 2026 |
| WEBSTER BANK, N. A. | History | No change | 47,432 | 11,498 | 1.0% | 1.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCS Capital Management LLC | History | No change | 47,373 | 11,484 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMA Wealth Management, LLC | History | No change | 47,348 | 11,478 | 7.35% | 7.35% | 260 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 46,185 | 11,450 | 0.19% | 0.04% | 261 | +35,693 | 340.19% | Q3 2026 | Oct 01, 2026 |
| Argent Trust Co | History | No change | 47,224 | 11,448 | 0.33% | 0.33% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 45,664 | 11,070 | 0.1% | 0.1% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 45,508 | 11,032 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 45,740 | 11,024 | 2.19% | 2.19% | 265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthRock Partners, LLC | History | No change | 45,467 | 11,022 | 0.16% | 0.16% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 45,243 | 10,968 | 0.18% | 0.18% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OFS Enterprise LLC | History | No change | 45,212 | 10,960 | 2.8% | 2.8% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Morton Capital Management LLC/CA | History | No change | 45,061 | 10,924 | 1.49% | 1.49% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Visionary Wealth Advisors | History | No change | 44,825 | 10,866 | 0.43% | 0.43% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 44,387 | 10,760 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 43,948 | 10,654 | 0.2% | 0.2% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HBK Sorce Advisory LLC | History | No change | 41,441 | 10,614 | 0.2% | 0.2% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 42,924 | 10,406 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 42,824 | 10,381 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 42,702 | 10,352 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 41,888 | 10,158 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 41,597 | 10,084 | 0.58% | 0.58% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 41,227 | 9,994 | 0.66% | 0.66% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | No change | 41,028 | 9,946 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Johnson Financial Group, Inc. | History | No change | 41,024 | 9,945 | 0.33% | 0.33% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 40,910 | 9,917 | 3.11% | 3.11% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 40,538 | 9,827 | 0.5% | 0.5% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TCW GROUP INC | History | No change | 40,328 | 9,776 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 39,583 | 9,596 | 0.15% | 0.15% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 39,311 | 9,530 | 0.14% | 0.14% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 39,173 | 9,496 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 39,025 | 9,460 | 0.11% | 0.11% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 38,938 | 9,439 | 0.58% | 0.58% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 38,915 | 9,434 | 0.31% | 0.31% | 290 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sunburst Financial Group, LLC | History | No change | 38,698 | 9,381 | 1.52% | 1.52% | 291 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 38,693 | 9,380 | 1.23% | 1.23% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 38,523 | 9,339 | 0.79% | 0.79% | 293 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stegner Investment Associates Inc. | History | No change | 38,393 | 9,307 | 4.43% | 4.43% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 38,352 | 9,297 | 0.19% | 0.19% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 38,049 | 9,224 | 0.48% | 0.48% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 37,942 | 9,198 | 0.36% | 0.36% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 37,836 | 9,172 | 0.5% | 0.5% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 37,706 | 9,141 | 0.11% | 0.11% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 37,287 | 9,039 | 0.51% | 0.51% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |