iSHARES TRUST - IWL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| 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 | 676,332 | 125,087 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 496,790 | 94,469 | 6.66% | 6.49% | 2 | -4,637 | -0.92% | Q3 2026 | Oct 05, 2026 |
| Gilbert & Cook, Inc. | History | No change | 508,409 | 94,030 | 10.82% | 10.82% | 3 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 500,046 | 92,483 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 435,916 | 80,622 | 0.35% | 0.35% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 408,608 | 75,572 | 0.21% | 0.21% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 396,002 | 73,238 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 359,781 | 66,541 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 248,501 | 45,960 | 3.97% | 3.97% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 248,501 | 45,960 | 4.41% | 4.41% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Richmond Investment Services, LLC | History | No change | 218,146 | 40,345 | 12.76% | 12.76% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Reliant Wealth Planning | History | No change | 215,106 | 39,783 | 10.94% | 10.94% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FreeGulliver LLC | History | No change | 209,733 | 38,790 | 13.68% | 13.68% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heck Capital Advisors, LLC | History | No change | 204,621 | 37,844 | 2.26% | 2.26% | 14 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 186,952 | 34,260 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 175,133 | 33,303 | 11.91% | 11.1% | 16 | -3,778 | -2.11% | Q3 2026 | Oct 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 141,776 | 26,221 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 138,001 | 25,524 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 126,744 | 23,441 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 121,917 | 22,548 | 4.01% | 4.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | No change | 98,978 | 18,305 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 89,126 | 16,483 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 87,132 | 16,116 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 76,906 | 14,223 | 0.86% | 0.86% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 75,787 | 14,016 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KM Capital Management Ltd. | History | No change | 74,015 | 13,689 | 6.43% | 6.43% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 73,700 | 13,630 | 5.75% | 5.75% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Annex Advisory Services, LLC | History | No change | 73,569 | 13,606 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 72,990 | 13,499 | 1.95% | 1.95% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 69,193 | 12,797 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 67,225 | 12,433 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 66,972 | 12,386 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Composition Wealth, LLC | History | No change | 60,117 | 11,118 | 0.13% | 0.13% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 55,913 | 10,341 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 55,913 | 10,341 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 55,425 | 10,250 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 53,247 | 9,847 | 0.51% | 0.51% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 50,650 | 9,367 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 47,160 | 8,722 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 42,173 | 7,799 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 41,699 | 7,712 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nicollet Investment Management, Inc. | History | No change | 40,644 | 7,517 | 2.32% | 2.32% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 39,477 | 7,301 | 0.35% | 0.35% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 39,152 | 7,241 | 2.28% | 2.28% | 44 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 35,692 | 6,601 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Veridan Wealth LLC | History | No change | 35,548 | 6,574 | 2.24% | 2.24% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 35,166 | 6,503 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 35,065 | 6,485 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winter & Associates, Inc. | History | No change | 34,510 | 6,382 | 4.8% | 4.8% | 49 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Holos Integrated Wealth LLC | History | No change | 33,849 | 6,268 | 2.93% | 2.93% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Equity Management | History | No change | 33,422 | 6,181 | 2.08% | 2.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 29,110 | 5,383 | 0.27% | 0.27% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 28,696 | 5,307 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 27,764 | 5,135 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 27,018 | 4,996 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,731 | 4,573 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 23,282 | 4,306 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,110 | 4,274 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wealthfront Advisers LLC | History | No change | 22,773 | 4,211 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 21,751 | 4,022 | 0.66% | 0.66% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 19,799 | 3,661 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 19,542 | 3,614 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 19,501 | 3,607 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONEYWISE, INC. | History | No change | 18,127 | 3,352 | 1.25% | 1.25% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mason & Associates, LLC | History | No change | 17,841 | 3,299 | 0.69% | 0.69% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 16,511 | 3,053 | 0.51% | 0.51% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Noble Family Wealth, LLC | History | No change | 16,109 | 2,979 | 0.53% | 0.53% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 15,984 | 2,956 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,657 | 2,895 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Legacy Advisory Services, LLC | History | No change | 15,321 | 2,833 | 1.99% | 1.99% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 14,937 | 2,762 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,045 | 2,597 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | No change | 13,863 | 2,563 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Family Capital Management, Inc. | History | No change | 13,832 | 2,558 | 0.99% | 0.99% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Boyd Wealth Management, LLC | History | No change | 13,775 | 2,547 | 0.96% | 0.96% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 13,191 | 2,439 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 12,946 | 2,394 | 0.74% | 0.74% | 77 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 12,652 | 2,336 | 0.47% | 0.47% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | No change | 12,103 | 2,237 | 1.65% | 1.65% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bison Wealth, LLC | History | No change | 11,811 | 2,199 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | No change | 11,029 | 2,039 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,978 | 2,030 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Keystone Financial Group | History | No change | 10,685 | 1,976 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 10,619 | 1,963 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 9,909 | 1,832 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,087 | 1,680 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 9,006 | 1,665 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,632 | 1,596 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | No change | 7,805 | 1,443 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,799 | 1,442 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 7,790 | 1,440 | 0.56% | 0.56% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,497 | 1,402 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | No change | 7,537 | 1,393 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,443 | 1,376 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 7,310 | 1,351 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 7,097 | 1,312 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Procyon Advisors, LLC | History | No change | 7,037 | 1,301 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Breakwater Capital Group | History | No change | 6,535 | 1,208 | 0.14% | 0.14% | 98 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mariner, LLC | History | No change | 6,322 | 1,169 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aureus Asset Management, LLC | History | No change | 6,000 | 1,109 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 5,733 | 1,060 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Allocation Strategies LLC | History | No change | 5,586 | 1,033 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MAI Capital Management | History | No change | 5,501 | 1,017 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 5,270 | 974 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Financial, LLC | History | No change | 5,240 | 969 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,758 | 880 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,490 | 830 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 4,432 | 819 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stokes Family Office, LLC | History | No change | 4,330 | 800 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 4,280 | 791 | 0.53% | 0.53% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,150 | 767 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stone Wealth Partners | History | No change | 4,118 | 761 | 0.56% | 0.56% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,000 | 739 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 3,951 | 730 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,934 | 727 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 3,930 | 726 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 3,671 | 678 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Forum Private Client Group LLC | History | No change | 3,581 | 662 | 0.2% | 0.2% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investors Research Corp | History | No change | 3,362 | 621 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GTS SECURITIES LLC | History | No change | 3,303 | 610 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 3,160 | 584 | 0.28% | 0.28% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 3,156 | 583 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,061 | 566 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 3,023 | 559 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 3,000 | 554 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 2,923 | 540 | 0.72% | 0.72% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,905 | 537 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PKS Advisory Services, LLC | History | No change | 2,826 | 522 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,790 | 516 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,637 | 487 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Secure Asset Management, LLC | History | No change | 2,456 | 454 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Andina Capital Management, LLC | History | No change | 2,415 | 446 | 0.72% | 0.72% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,364 | 437 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 2,308 | 426 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Michels Family Financial, LLC | History | No change | 2,303 | 425 | 0.27% | 0.27% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resolute Advisors LLC | History | No change | 2,277 | 421 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | No change | 2,252 | 416 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kendall Capital Management | History | No change | 2,225 | 411 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,216 | 409 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,206 | 408 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSA Wealth Managment LLC | History | No change | 2,196 | 406 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,225 | 399 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,144 | 396 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 2,026 | 374 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,000 | 369 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 1,972 | 364 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 1,980 | 360 | 0.27% | 0.27% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arbor Wealth Management LLC\AZ | History | No change | 1,917 | 354 | 0.31% | 0.31% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GenWealth Group, Inc. | History | No change | 1,889 | 349 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ascent Group, LLC | History | No change | 1,887 | 349 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,805 | 333 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,746 | 323 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,717 | 317 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,656 | 306 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,585 | 302 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kelly Financial Services LLC | History | No change | 1,574 | 291 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | No change | 1,565 | 289 | 0.27% | 0.27% | 157 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 1,526 | 281 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | No change | 1,513 | 279 | 0.18% | 0.18% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 1,496 | 276 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Diversified Trust Co | History | No change | 1,484 | 274 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orin Green Financial, LLC | History | No change | 1,422 | 262 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,415 | 261 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,390 | 257 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vann Equity Management LLC | History | No change | 1,392 | 257 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Wealth Advisors, LLC | History | No change | 1,385 | 256 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RFG Advisory, LLC | History | No change | 1,369 | 253 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 1,353 | 250 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,332 | 246 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PAX Financial Group, LLC | History | No change | 1,315 | 243 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWAM LLC | History | No change | 1,299 | 240 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Iowa State Bank | History | No change | 1,222 | 232 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Alpine Bank Wealth Management | History | No change | 1,250 | 231 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,248 | 230 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 1,177 | 223 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| PDS Planning, Inc | History | No change | 1,158 | 214 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,155 | 213 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,150 | 212 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| United Advisor Group, LLC | History | No change | 1,146 | 211 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | No change | 1,138 | 210 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smith Salley Wealth Management | History | No change | 1,123 | 207 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LVW Advisors, LLC | History | No change | 1,122 | 207 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Forge Financial Services LLC | History | No change | 1,091 | 201 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 913 | 168 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 900 | 166 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 830 | 149 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 767 | 145 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Operose Advisors LLC | History | No change | 700 | 129 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 686 | 126 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 646 | 119 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 640 | 118 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 628 | 116 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 537 | 99 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 537 | 99 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 508 | 93 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Regatta Research & Money Management | History | No change | 502 | 92 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 480 | 88 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Pacific Financial | History | No change | 477 | 88 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 371 | 68 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 336 | 62 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 330 | 61 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 317 | 58 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 292 | 54 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 254 | 46 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 244 | 45 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StrongBox Wealth, LLC | History | No change | 173 | 31 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 173 | 31 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polaris Financial Partners | History | New | 100 | 30 | 0.01% | — | 208 | +100 | New | Q3 2026 | Oct 02, 2026 |
| ESL Trust Services, LLC | History | No change | 161 | 29 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 150 | 27 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GAMMA Investing LLC | History | No change | 150 | 27 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 140 | 25 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 140 | 25 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Costello Asset Management, INC | History | No change | 131 | 24 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 128 | 23 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 123 | 22 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 108 | 19 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 106 | 19 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 108 | 19 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 18 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 83 | 15 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 69 | 12 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 58 | 10 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 56 | 10 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 56 | 10 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 56 | 10 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 46 | 8 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 23 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Capital Management LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 261,905 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |