iSHARES TRUST - IWF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 118,891,881 | 14,762,805 | 0.78% | 0.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 108,374,626 | 13,456,877 | 0.87% | 0.87% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 33,169,533 | 4,118,660 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,639,586 | 3,432,007 | 0.3% | 0.3% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 26,211,737 | 3,197,308 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 20,963,458 | 2,603,007 | 0.61% | 0.61% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 19,777,988 | 2,455,832 | 0.29% | 0.29% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 18,729,649 | 2,325,660 | 0.3% | 0.3% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 17,883,175 | 2,220,553 | 0.36% | 0.36% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 15,446,900 | 1,918,041 | 0.43% | 0.43% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,587,610 | 1,687,173 | 0.46% | 0.46% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,180,504 | 1,512,453 | 0.75% | 0.75% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 11,685,451 | 1,450,990 | 4.25% | 4.25% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,588,776 | 1,438,978 | 1.98% | 1.98% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,224,600 | 1,021,248 | 1.22% | 1.22% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,480,079 | 928,802 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,236,734 | 898,585 | 12.0% | 12.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 6,714,484 | 833,737 | 1.05% | 1.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 6,240,599 | 774,895 | 0.71% | 0.71% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,003,988 | 745,532 | 0.15% | 0.15% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 5,595,573 | 694,802 | 4.74% | 4.74% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Circle Wealth Management, LLC | History | No change | 5,453,892 | 677,209 | 8.51% | 8.51% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 5,259,237 | 653,039 | 0.67% | 0.67% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 4,976,224 | 617,897 | 0.6% | 0.6% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,780,386 | 593,580 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,628,950 | 574,779 | 0.48% | 0.48% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,613,036 | 572,800 | 0.88% | 0.88% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 4,568,692 | 567,294 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 4,560,693 | 566,292 | 0.68% | 0.68% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,326,938 | 537,229 | 0.65% | 0.65% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,218,106 | 523,762 | 1.8% | 1.8% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 4,158,007 | 507,204 | 3.39% | 3.39% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 3,833,812 | 476,044 | 0.52% | 0.52% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,978,899 | 473,942 | 0.19% | 0.19% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 3,793,807 | 471,076 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,781,112 | 469,500 | 0.76% | 0.76% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 3,661,993 | 454,709 | 0.5% | 0.5% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 3,659,660 | 454,419 | 15.33% | 15.33% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 71 West Capital Partners | History | No change | 3,504,688 | 435,177 | 15.05% | 15.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,418,519 | 424,498 | 0.5% | 0.5% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,115,856 | 386,896 | 0.75% | 0.75% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 3,004,395 | 373,055 | 4.44% | 4.44% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 2,955,926 | 367,037 | 2.73% | 2.73% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,701,639 | 335,462 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,553,192 | 317,030 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 2,534,323 | 314,685 | 3.45% | 3.45% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 1ST SOURCE BANK | History | No change | 2,376,294 | 295,064 | 13.37% | 13.37% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 2,285,661 | 283,810 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waldron Private Wealth LLC | History | No change | 2,195,611 | 272,629 | 9.44% | 9.44% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,115,746 | 262,712 | 0.4% | 0.4% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 1,984,815 | 246,394 | 0.26% | 0.26% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,958,655 | 243,206 | 2.3% | 2.3% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,934,415 | 240,196 | 0.49% | 0.49% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 1,925,013 | 239,029 | 0.37% | 0.37% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 1,869,072 | 232,082 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,809,686 | 224,708 | 0.81% | 0.81% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 1,805,561 | 224,196 | 0.98% | 0.98% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 524,413 | 223,609 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,798,498 | 223,319 | 1.33% | 1.33% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,643,658 | 204,093 | 0.25% | 0.25% | 60 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 1,633,498 | 202,831 | 7.9% | 7.9% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 1,603,274 | 199,078 | 0.75% | 0.75% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stairway Partners, LLC | History | Added to | 1,581,044 | 198,041 | 9.36% | 9.24% | 63 | +1,931 | 0.12% | Q3 2026 | Oct 01, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,567,936 | 194,690 | 0.9% | 0.9% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,515,232 | 188,143 | 5.38% | 5.38% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,502,127 | 186,519 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,490,000 | 185,013 | 1.02% | 1.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,473,997 | 182,362 | 8.68% | 8.68% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,460,176 | 181,310 | 0.84% | 0.84% | 69 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Waverly Advisors, LLC | History | No change | 1,393,291 | 173,004 | 1.0% | 1.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hackensack Meridian Health, Inc. | History | No change | 1,313,600 | 163,109 | 11.01% | 11.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,288,814 | 160,032 | 1.58% | 1.58% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 1,288,697 | 160,023 | 0.43% | 0.43% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,272,355 | 157,988 | 6.11% | 6.11% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,267,891 | 157,433 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.Safra Asset Management Corp | History | No change | 1,260,693 | 156,540 | 7.21% | 7.21% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,248,519 | 153,588 | 0.26% | 0.26% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,220,523 | 151,552 | 0.99% | 0.99% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,161,905 | 144,273 | 0.42% | 0.42% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 1,104,755 | 137,177 | 0.63% | 0.63% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,095,395 | 136,015 | 1.01% | 1.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,078,508 | 133,918 | 1.43% | 1.43% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,064,094 | 132,173 | 1.48% | 1.48% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sun Mountain Capital Ltd | History | No change | 1,061,852 | 131,850 | 71.58% | 71.58% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,019,850 | 126,634 | 1.27% | 1.27% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 994,081 | 123,435 | 4.99% | 4.99% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 986,551 | 122,500 | 0.63% | 0.63% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 973,601 | 120,891 | 0.31% | 0.31% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 921,442 | 114,415 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 919,428 | 114,165 | 3.75% | 3.75% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 892,775 | 110,856 | 0.15% | 0.15% | 91 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 876,866 | 108,880 | 0.35% | 0.35% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 845,080 | 104,933 | 0.31% | 0.31% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 839,620 | 104,255 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 811,537 | 100,769 | 0.23% | 0.23% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 788,600 | 97,920 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 788,137 | 97,862 | 0.32% | 0.32% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 780,204 | 96,877 | 1.83% | 1.83% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 772,054 | 95,865 | 0.37% | 0.37% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 771,325 | 95,775 | 16.49% | 16.49% | 100 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 762,666 | 94,700 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 735,866 | 91,372 | 0.42% | 0.42% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 733,771 | 91,112 | 5.15% | 5.15% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 731,884 | 90,878 | 7.05% | 7.05% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 719,313 | 89,317 | 1.09% | 1.09% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 711,692 | 88,334 | 0.15% | 0.15% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 710,300 | 88,197 | 0.68% | 0.68% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 708,413 | 87,963 | 1.77% | 1.77% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 705,467 | 87,599 | 1.38% | 1.38% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 701,822 | 87,145 | 5.42% | 5.42% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 697,445 | 86,601 | 1.95% | 1.95% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 658,202 | 81,728 | 0.87% | 0.87% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 650,736 | 80,801 | 0.98% | 0.98% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ellenbecker Investment Group | History | No change | 626,345 | 77,773 | 9.04% | 9.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 613,639 | 76,195 | 0.66% | 0.66% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 611,000 | 75,867 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 601,795 | 74,724 | 1.67% | 1.67% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 596,097 | 74,017 | 6.56% | 6.56% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MetLife Investment Management, LLC | History | No change | 577,300 | 71,683 | 0.32% | 0.32% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 564,947 | 70,149 | 7.08% | 7.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Paulson Wealth Management Inc. | History | No change | 559,400 | 69,460 | 14.73% | 14.73% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 535,565 | 66,505 | 0.2% | 0.2% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 533,084 | 66,194 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 530,662 | 65,892 | 0.36% | 0.36% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 529,454 | 65,742 | 0.89% | 0.89% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 507,100 | 62,966 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 506,793 | 62,928 | 1.1% | 1.1% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 505,216 | 62,732 | 0.37% | 0.37% | 128 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMG National Trust Bank | History | No change | 502,686 | 62,418 | 1.28% | 1.28% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 497,910 | 61,825 | 1.71% | 1.71% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cynosure Group, LLC | History | No change | 497,234 | 61,741 | 9.28% | 9.28% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TSFG, LLC | History | No change | 493,884 | 61,325 | 7.72% | 7.72% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Midwest Trust Co | History | No change | 492,300 | 61,128 | 0.69% | 0.69% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bluesphere Advisors LLC | History | No change | 491,997 | 61,091 | 18.86% | 18.86% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rodgers & Associates, LTD | History | No change | 490,509 | 60,906 | 5.53% | 5.53% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 488,684 | 60,679 | 0.67% | 0.67% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 487,084 | 60,481 | 7.65% | 7.65% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 486,452 | 60,412 | 0.18% | 0.18% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 480,326 | 59,642 | 0.44% | 0.44% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 475,532 | 59,046 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marquette Asset Management, LLC | History | No change | 473,320 | 58,772 | 7.55% | 7.55% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 470,096 | 58,371 | 5.84% | 5.84% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 467,708 | 58,075 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 465,140 | 57,756 | 0.28% | 0.28% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 462,126 | 57,382 | 4.78% | 4.78% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 457,245 | 56,776 | 2.77% | 2.77% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 438,767 | 54,485 | 13.48% | 13.48% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Go Invest LLC | History | No change | 435,281 | 54,048 | 12.7% | 12.7% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 433,358 | 53,810 | 0.3% | 0.3% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 430,780 | 53,489 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nadler Financial Group, Inc. | History | No change | 430,029 | 53,396 | 4.53% | 4.53% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| E&G Advisors, LLC | History | No change | 406,122 | 50,482 | 9.75% | 9.75% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 400,460 | 49,725 | 6.48% | 6.48% | 153 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RMR Wealth Builders | History | No change | 397,795 | 49,394 | 3.07% | 3.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOKF, NA | History | No change | 388,327 | 48,218 | 0.66% | 0.66% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 387,276 | 48,088 | 0.88% | 0.88% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 382,370 | 47,479 | 9.45% | 9.45% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 379,433 | 47,145 | 0.26% | 0.26% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 378,795 | 47,034 | 0.68% | 0.68% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 374,899 | 46,960 | 23.98% | 23.41% | 160 | -1,487 | -0.4% | Q3 2026 | Oct 01, 2026 |
| Waterway Wealth Management, LLC | History | No change | 454,846 | 46,058 | 9.4% | 9.4% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hirtle & Co., LLC | History | No change | 366,232 | 45,475 | 1.49% | 1.49% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accredited Investors Inc. | History | No change | 363,802 | 45,173 | 1.95% | 1.95% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 362,455 | 45,006 | 1.12% | 1.12% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Portfolio Strategies, Inc. | History | No change | 362,252 | 44,980 | 4.41% | 4.41% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 361,227 | 44,853 | 4.89% | 4.89% | 166 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 358,431 | 44,588 | 2.71% | 2.71% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 358,966 | 44,572 | 0.3% | 0.3% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 357,371 | 44,374 | 0.42% | 0.42% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 351,720 | 43,673 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanchez Wealth Management Group | History | No change | 351,287 | 43,619 | 7.64% | 7.64% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 348,273 | 43,245 | 0.37% | 0.37% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 343,894 | 42,701 | 6.15% | 6.15% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corundum Group, Inc. | History | No change | 341,716 | 42,430 | 12.59% | 12.59% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Newbrook Capital Advisors LP | History | No change | 339,782 | 42,190 | 5.7% | 5.7% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 337,987 | 41,967 | 1.62% | 1.62% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Callan Family Office, LLC | History | No change | 330,408 | 41,026 | 0.8% | 0.8% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | No change | 326,130 | 40,495 | 1.63% | 1.63% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 321,665 | 39,941 | 0.48% | 0.48% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 321,419 | 39,910 | 0.74% | 0.74% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 320,960 | 39,853 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 318,476 | 39,545 | 0.25% | 0.25% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 316,475 | 39,296 | 0.17% | 0.17% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B&D White Capital Company, LLC | History | No change | 312,645 | 38,821 | 3.86% | 3.86% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ryan Investment Management, Inc. | History | No change | 309,631 | 38,446 | 17.4% | 17.4% | 185 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 308,513 | 38,308 | 1.91% | 1.91% | 186 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 304,842 | 37,852 | 3.44% | 3.44% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | No change | 304,531 | 37,813 | 3.97% | 3.97% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 303,789 | 37,721 | 4.43% | 4.43% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VestGen Advisors, LLC | History | No change | 303,488 | 37,684 | 1.1% | 1.1% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FULTON BANK, N.A. | History | No change | 301,670 | 37,458 | 1.14% | 1.14% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 298,760 | 37,097 | 2.78% | 2.78% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 298,390 | 37,051 | 0.57% | 0.57% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 298,396 | 37,051 | 0.91% | 0.91% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Simmons Bank | History | No change | 296,510 | 36,817 | 2.1% | 2.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parkside Financial Bank & Trust | History | No change | 296,339 | 36,796 | 2.51% | 2.51% | 196 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Sheridan Capital Management, LLC | History | No change | 292,185 | 36,280 | 17.46% | 17.46% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sunburst Financial Group, LLC | History | No change | 290,578 | 36,081 | 5.84% | 5.84% | 198 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 286,136 | 35,528 | 2.34% | 2.34% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCS Capital Management LLC | History | No change | 285,437 | 35,442 | 0.33% | 0.33% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 284,924 | 35,379 | 2.3% | 2.3% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 282,104 | 35,336 | 5.35% | 5.31% | 202 | -3,807 | -1.33% | Q3 2026 | Oct 01, 2026 |
| WCG Wealth Advisors LLC | History | No change | 283,345 | 35,182 | 0.83% | 0.83% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 281,379 | 34,938 | 2.54% | 2.54% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 280,092 | 34,779 | 0.17% | 0.17% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 278,916 | 34,633 | 0.74% | 0.74% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | No change | 275,194 | 34,170 | 4.47% | 4.47% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 274,222 | 34,050 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 273,729 | 33,988 | 0.95% | 0.95% | 209 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ascent Group, LLC | History | No change | 271,653 | 33,731 | 1.01% | 1.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 271,447 | 33,705 | 3.25% | 3.25% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 270,163 | 33,546 | 0.7% | 0.7% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 269,930 | 33,517 | 0.51% | 0.51% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Saiph Capital, LLC | History | No change | 269,824 | 33,503 | 10.03% | 10.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 268,411 | 33,328 | 0.63% | 0.63% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 265,351 | 32,948 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 265,144 | 32,922 | 1.43% | 1.43% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Affiance Financial, LLC | History | No change | 265,114 | 32,919 | 4.73% | 4.73% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 261,369 | 32,454 | 0.49% | 0.49% | 219 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 260,027 | 32,287 | 6.36% | 6.36% | 220 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 257,814 | 32,012 | 0.62% | 0.62% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFW Advisors LLC | History | Reduced | 252,751 | 31,659 | 9.4% | 9.18% | 222 | -956 | -0.38% | Q3 2026 | Oct 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 253,464 | 31,472 | 0.15% | 0.15% | 223 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Black Swift Group, LLC | History | No change | 251,725 | 31,256 | 4.52% | 4.52% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 246,730 | 30,636 | 1.53% | 1.53% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | Added to | 244,028 | 30,567 | 0.83% | 0.85% | 226 | +8,008 | 3.39% | Q3 2026 | Oct 02, 2026 |
| &PARTNERS | History | No change | 246,796 | 30,566 | 0.13% | 0.13% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 241,524 | 29,990 | 2.76% | 2.76% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 238,795 | 29,651 | 5.0% | 5.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Berkshire Money Management, Inc. | History | No change | 237,171 | 29,449 | 2.69% | 2.69% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evercore Wealth Management, LLC | History | No change | 230,399 | 28,608 | 0.4% | 0.4% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 229,436 | 28,489 | 0.19% | 0.19% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 229,026 | 28,438 | 1.62% | 1.62% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Wealth Partners, LLC | History | No change | 226,306 | 28,100 | 4.0% | 4.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DT Investment Partners, LLC | History | No change | 225,276 | 27,972 | 2.09% | 2.09% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ballentine Partners, LLC | History | No change | 225,231 | 27,966 | 0.34% | 0.34% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bleakley Financial Group, LLC | History | No change | 222,999 | 27,689 | 0.35% | 0.35% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | No change | 227,749 | 27,637 | 0.39% | 0.39% | 238 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 222,414 | 27,617 | 10.07% | 10.07% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Visionary Wealth Advisors | History | No change | 218,923 | 27,183 | 1.07% | 1.07% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 222,214 | 27,116 | 0.76% | 0.76% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 214,584 | 26,644 | 0.27% | 0.27% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 212,725 | 26,414 | 12.32% | 12.32% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 211,164 | 26,237 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | No change | 212,913 | 26,188 | 2.4% | 2.4% | 245 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PW Nova Financial Services LLC | History | No change | 209,912 | 26,064 | 5.59% | 5.59% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 209,755 | 26,045 | 0.96% | 0.96% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LWM ADVISORS INC | History | No change | 209,701 | 26,038 | 19.42% | 19.42% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 207,276 | 25,737 | 6.25% | 6.25% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 206,667 | 25,661 | 0.25% | 0.25% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sylvest Advisors, LLC | History | No change | 206,645 | 25,659 | 11.57% | 11.57% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Roble, Belko & Company, Inc | History | No change | 206,612 | 25,655 | 2.77% | 2.77% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cooksen Wealth, LLC | History | No change | 206,474 | 25,637 | 16.16% | 16.16% | 253 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 205,814 | 25,550 | 0.2% | 0.2% | 254 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | No change | 204,824 | 25,433 | 6.05% | 6.05% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 204,143 | 25,348 | 1.46% | 1.46% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 202,579 | 25,154 | 0.17% | 0.17% | 257 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 200,825 | 24,936 | 1.15% | 1.15% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Winslow Capital Management, LLC | History | No change | 199,230 | 24,738 | 0.09% | 0.09% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | History | No change | 199,118 | 24,724 | 0.21% | 0.21% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 198,448 | 24,641 | 5.48% | 5.48% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 197,013 | 24,463 | 1.26% | 1.26% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Procyon Advisors, LLC | History | No change | 195,905 | 24,325 | 1.05% | 1.05% | 263 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MOR Wealth Management, LLC | History | No change | 192,949 | 23,958 | 9.54% | 9.54% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 190,522 | 23,657 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winthrop Advisory Group LLC | History | No change | 189,751 | 23,561 | 1.59% | 1.59% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 189,347 | 23,511 | 0.2% | 0.2% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Breakwater Capital Group | History | No change | 189,130 | 23,484 | 2.82% | 2.82% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 188,909 | 23,456 | 0.99% | 0.99% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 187,709 | 23,307 | 16.48% | 16.48% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 187,162 | 23,239 | 1.92% | 1.92% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 185,645 | 23,051 | 2.35% | 2.35% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 185,469 | 23,029 | 4.39% | 4.39% | 273 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 185,469 | 23,029 | 4.39% | 4.39% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 185,136 | 22,988 | 6.54% | 6.54% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | No change | 184,825 | 22,949 | 1.53% | 1.53% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 184,576 | 22,918 | 1.4% | 1.4% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 183,936 | 22,839 | 0.69% | 0.69% | 278 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 183,929 | 22,838 | 7.91% | 7.91% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 182,955 | 22,717 | 0.25% | 0.25% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 181,092 | 22,486 | 6.11% | 6.11% | 281 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 180,937 | 22,466 | 0.32% | 0.32% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 179,545 | 22,294 | 1.71% | 1.71% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 179,521 | 22,291 | 2.44% | 2.44% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 178,474 | 22,161 | 0.19% | 0.19% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compound Planning, Inc. | History | No change | 177,468 | 22,036 | 0.57% | 0.57% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 174,810 | 21,706 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 174,101 | 21,618 | 1.28% | 1.28% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 174,060 | 21,613 | 1.05% | 1.05% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 174,053 | 21,612 | 0.13% | 0.13% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 172,465 | 21,414 | 0.47% | 0.47% | 291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Argent Trust Co | History | No change | 172,407 | 21,407 | 0.62% | 0.62% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 170,128 | 21,124 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 170,129 | 21,124 | 6.82% | 6.82% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 169,447 | 21,040 | 14.1% | 14.1% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 166,683 | 20,697 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 166,537 | 20,678 | 1.94% | 1.94% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Composition Wealth, LLC | History | No change | 165,988 | 20,610 | 0.24% | 0.24% | 298 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keel Point, LLC | History | No change | 165,049 | 20,494 | 1.21% | 1.21% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 164,899 | 20,475 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |