iSHARES TRUST - IWN
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 | 6,186,337 | 1,368,417 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,238,800 | 937,622 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,138,426 | 473,002 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 1,495,599 | 330,946 | 2.21% | 2.21% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,281,525 | 283,473 | 1.57% | 1.57% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,218,672 | 269,570 | 0.93% | 0.93% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 1,198,061 | 265,010 | 0.78% | 0.78% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 1,166,269 | 257,978 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,090,896 | 241,306 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 876,999 | 193,992 | 1.72% | 1.72% | 10 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 866,095 | 191,580 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 862,739 | 190,837 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 766,604 | 169,572 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 756,672 | 167,375 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 696,081 | 153,973 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 654,442 | 144,762 | 2.72% | 2.72% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 646,889 | 143,092 | 0.24% | 0.24% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 599,858 | 132,688 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 490,973 | 108,603 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 485,652 | 107,426 | 2.19% | 2.19% | 20 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 454,981 | 100,678 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 433,434 | 95,875 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 406,524 | 89,923 | 0.26% | 0.26% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 397,941 | 88,024 | 1.54% | 1.54% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | No change | 329,024 | 72,780 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 325,490 | 71,998 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 316,264 | 70,029 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 310,507 | 68,684 | 0.3% | 0.3% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 278,097 | 61,515 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 258,987 | 57,287 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 257,908 | 57,049 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 251,170 | 55,557 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 243,333 | 53,825 | 0.59% | 0.59% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WHITTIER TRUST CO | History | No change | 240,327 | 53,290 | 0.52% | 0.52% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 233,866 | 51,731 | 2.92% | 2.92% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMG National Trust Bank | History | No change | 233,018 | 51,543 | 1.06% | 1.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Management LLC | History | No change | 230,481 | 50,982 | 1.67% | 1.67% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 219,517 | 48,826 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 206,035 | 45,574 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 197,501 | 43,687 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 188,804 | 41,763 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 188,771 | 41,756 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 185,568 | 41,047 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 177,121 | 39,179 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 176,936 | 38,920 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 175,233 | 38,761 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waldron Private Wealth LLC | History | No change | 162,783 | 36,007 | 1.25% | 1.25% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | No change | 158,339 | 35,024 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 155,456 | 34,333 | 0.23% | 0.23% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 151,968 | 33,624 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 151,230 | 33,452 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 147,412 | 32,607 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 147,065 | 32,530 | 0.41% | 0.41% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 141,743 | 31,364 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WoodTrust Financial Corp | History | No change | 132,146 | 29,231 | 3.47% | 3.47% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 132,012 | 29,200 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 131,921 | 29,046 | 0.54% | 0.54% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 130,500 | 28,866 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COURIER CAPITAL LLC | History | No change | 130,333 | 28,829 | 1.44% | 1.44% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modera Wealth Management, LLC | History | No change | 130,222 | 28,805 | 0.31% | 0.31% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 128,463 | 28,416 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | No change | 125,708 | 27,806 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 124,455 | 27,529 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 121,763 | 26,933 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 119,244 | 26,376 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 117,434 | 25,975 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 116,250 | 25,714 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Powell Investment Advisors, LLC | History | No change | 115,249 | 25,493 | 8.05% | 8.05% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 113,932 | 25,201 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 109,004 | 24,112 | 0.99% | 0.99% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 106,257 | 23,504 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 97,906 | 21,656 | 0.63% | 0.63% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 96,000 | 21,235 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elite Financial, Inc. | History | No change | 95,544 | 21,134 | 8.54% | 8.54% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 92,482 | 20,456 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 92,369 | 20,432 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 90,894 | 20,105 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 90,616 | 20,044 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 87,713 | 19,441 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 87,471 | 19,348 | 0.21% | 0.21% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 85,664 | 18,949 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hilltop Partners LLC | History | No change | 83,327 | 18,431 | 4.47% | 4.47% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 93,167 | 17,663 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | No change | 79,419 | 17,567 | 0.43% | 0.43% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 78,706 | 17,409 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 76,697 | 16,965 | 0.17% | 0.17% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 76,439 | 16,908 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 75,271 | 16,649 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 75,085 | 16,613 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Equity Management | History | No change | 73,135 | 16,177 | 5.43% | 5.43% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 72,054 | 15,938 | 0.29% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 71,760 | 15,873 | 0.1% | 0.1% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 70,287 | 15,547 | 0.12% | 0.12% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 70,047 | 15,494 | 5.54% | 5.54% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 66,631 | 14,738 | 0.31% | 0.31% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 66,250 | 14,654 | 0.87% | 0.87% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 65,608 | 14,512 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cresset Asset Management, LLC | History | No change | 65,424 | 14,471 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 61,531 | 13,610 | 0.15% | 0.15% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 61,284 | 13,555 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 60,479 | 13,377 | 4.32% | 4.32% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 60,119 | 13,298 | 0.93% | 0.93% | 102 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 58,237 | 12,882 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leeward Investments, LLC - MA | History | No change | 58,194 | 12,872 | 0.59% | 0.59% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST HORIZON CORP | History | No change | 57,924 | 12,812 | 0.49% | 0.49% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | No change | 57,200 | 12,652 | 0.77% | 0.77% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 57,125 | 12,635 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 59,728 | 12,510 | 6.39% | 6.78% | 108 | -382 | -0.64% | Q3 2026 | Oct 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 56,104 | 12,410 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 55,270 | 12,225 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 54,715 | 12,102 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 54,331 | 12,018 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corundum Group, Inc. | History | No change | 53,073 | 11,739 | 3.48% | 3.48% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Navigation Group, LLC | History | No change | 52,829 | 11,685 | 2.27% | 2.27% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Marion Wealth Management | History | No change | 51,511 | 11,394 | 2.32% | 2.32% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 50,500 | 11,170 | 1.47% | 1.47% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 49,463 | 11,002 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 49,468 | 10,942 | 1.19% | 1.19% | 118 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HB Wealth Management, LLC | History | No change | 48,958 | 10,829 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 48,074 | 10,633 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Idaho Trust Co | History | No change | 47,340 | 10,471 | 3.06% | 3.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Preferred, LLC | History | No change | 44,953 | 9,949 | 1.54% | 1.54% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 43,886 | 9,707 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 43,286 | 9,575 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Viewpoint Capital Management LLC | History | No change | 43,186 | 9,553 | 4.87% | 4.87% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 42,469 | 9,394 | 0.18% | 0.18% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 41,926 | 9,273 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MONEYWISE, INC. | History | No change | 40,123 | 8,875 | 3.31% | 3.31% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 39,818 | 8,808 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 39,804 | 8,804 | 1.59% | 1.59% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 39,415 | 8,718 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 39,415 | 8,718 | 0.38% | 0.38% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 39,172 | 8,664 | 0.14% | 0.14% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 39,164 | 8,663 | 1.38% | 1.38% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 39,100 | 8,648 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 38,649 | 8,549 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Asset Strategies, Inc. | History | No change | 38,516 | 8,519 | 0.6% | 0.6% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OFS Enterprise LLC | History | No change | 37,848 | 8,371 | 2.14% | 2.14% | 138 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 37,185 | 8,225 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 36,769 | 8,133 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LWM ADVISORS INC | History | Reduced | 37,856 | 7,928 | 5.98% | 6.35% | 141 | -644 | -1.67% | Q3 2026 | Oct 08, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 35,777 | 7,913 | 1.56% | 1.56% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brookstone Capital Management | History | No change | 35,644 | 7,884 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Foundation Wealth Management, LLC | History | No change | 35,378 | 7,825 | 4.63% | 4.63% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 35,006 | 7,743 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 34,815 | 7,701 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 34,475 | 7,625 | 1.73% | 1.73% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Family Office, LLC | History | No change | 34,436 | 7,617 | 3.06% | 3.06% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Capital Management, LLC | History | No change | 39,792 | 7,544 | 0.21% | 0.21% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 33,929 | 7,505 | 0.18% | 0.18% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Venture Visionary Partners LLC | History | Added to | 35,375 | 7,409 | 0.19% | 0.21% | 151 | +1,336 | 3.92% | Q3 2026 | Oct 07, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 33,009 | 7,301 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 32,804 | 7,256 | 0.49% | 0.49% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 32,424 | 7,172 | 0.52% | 0.52% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 33,959 | 7,112 | 0.46% | 0.51% | 155 | +35 | 0.1% | Q3 2026 | Oct 08, 2026 |
| Hudson Bay Capital Management LP | History | No change | 31,637 | 6,998 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 30,982 | 6,853 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 30,949 | 6,845 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 30,804 | 6,831 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 30,437 | 6,732 | 1.28% | 1.28% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 30,417 | 6,728 | 3.41% | 3.41% | 161 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Brooklyn FI, LLC | History | No change | 30,065 | 6,675 | 1.22% | 1.22% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 30,026 | 6,641 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 30,000 | 6,636 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 29,847 | 6,602 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 29,482 | 6,521 | 3.15% | 3.15% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McLean Asset Management Corp | History | No change | 29,030 | 6,422 | 0.85% | 0.85% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 29,025 | 6,420 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 28,903 | 6,393 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 28,554 | 6,316 | 0.38% | 0.38% | 170 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 28,554 | 6,316 | 0.54% | 0.54% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| InvesTrust | History | No change | 28,181 | 6,233 | 2.4% | 2.4% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MidFirst Bank | History | No change | 28,046 | 6,203 | 0.44% | 0.44% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Partners | History | No change | 28,006 | 6,195 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | No change | 27,215 | 6,019 | 5.07% | 5.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 26,855 | 5,940 | 0.3% | 0.3% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 26,590 | 5,881 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 26,496 | 5,861 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 26,394 | 5,838 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WESBANCO BANK INC | History | No change | 26,243 | 5,804 | 0.14% | 0.14% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 25,951 | 5,740 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 25,949 | 5,739 | 4.05% | 4.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Family Wealth, LLC | History | No change | 25,619 | 5,666 | 1.01% | 1.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 24,680 | 5,459 | 1.55% | 1.55% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 24,314 | 5,378 | 3.72% | 3.72% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 23,822 | 5,269 | 1.99% | 1.99% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,660 | 5,233 | 0.08% | 0.08% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Risk Paradigm Group, LLC | History | No change | 23,082 | 5,105 | 4.0% | 4.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | No change | 22,757 | 5,033 | 0.3% | 0.3% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 22,635 | 5,006 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,620 | 5,003 | 0.08% | 0.08% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOKF, NA | History | No change | 22,528 | 4,983 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY HOLDING CO | History | No change | 22,445 | 4,964 | 0.56% | 0.56% | 193 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 22,409 | 4,956 | 0.34% | 0.34% | 194 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Wealthfront Advisers LLC | History | No change | 22,218 | 4,914 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 21,859 | 4,835 | 1.0% | 1.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | No change | 21,542 | 4,765 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | No change | 21,335 | 4,719 | 1.08% | 1.08% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 21,117 | 4,671 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 20,676 | 4,573 | 0.6% | 0.6% | 200 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sterling Capital Management LLC | History | No change | 20,614 | 4,559 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 20,545 | 4,544 | 0.38% | 0.38% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 20,507 | 4,536 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,628 | 4,530 | 0.03% | 0.04% | 204 | +147 | 0.68% | Q3 2026 | Oct 08, 2026 |
| Atlas Brown,Inc. | History | No change | 20,079 | 4,441 | 1.19% | 1.19% | 205 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BBR PARTNERS, LLC | History | No change | 20,014 | 4,427 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 19,889 | 4,399 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moran Wealth Management, LLC | History | No change | 19,356 | 4,281 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northwest Bancshares, Inc. | History | No change | 19,185 | 4,243 | 0.76% | 0.76% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 19,061 | 4,216 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 18,209 | 4,027 | 1.22% | 1.22% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prosperity Planning, Inc. | History | No change | 17,945 | 3,969 | 0.91% | 0.91% | 212 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 17,915 | 3,962 | 0.78% | 0.78% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 17,868 | 3,952 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 17,800 | 3,937 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sierra Capital LLC | History | No change | 17,742 | 3,924 | 0.38% | 0.38% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 17,727 | 3,921 | 0.5% | 0.5% | 217 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,595 | 3,892 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 17,594 | 3,891 | 1.22% | 1.22% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 17,506 | 3,871 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 17,245 | 3,814 | 0.14% | 0.14% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,134 | 3,790 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 17,021 | 3,765 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 16,945 | 3,748 | 0.14% | 0.14% | 224 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GTS SECURITIES LLC | History | No change | 16,929 | 3,744 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 16,706 | 3,695 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 16,634 | 3,679 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 15,925 | 3,522 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TICINO WEALTH | History | No change | 15,919 | 3,521 | 1.11% | 1.11% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Midwest Trust Co | History | No change | 15,839 | 3,503 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,811 | 3,497 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 15,747 | 3,483 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Finley Financial, LLC | History | No change | 15,540 | 3,437 | 1.38% | 1.38% | 233 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Visionary Wealth Advisors | History | No change | 15,436 | 3,414 | 0.13% | 0.13% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 15,406 | 3,407 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 15,355 | 3,396 | 0.1% | 0.1% | 236 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Asset Management Group, Inc. | History | No change | 15,279 | 3,379 | 0.49% | 0.49% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelsey Financial, LLC | History | No change | 15,110 | 3,342 | 2.54% | 2.54% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Architects, LLC | History | No change | 14,890 | 3,293 | 0.26% | 0.26% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Alamar Capital Management, LLC | History | No change | 14,655 | 3,241 | 1.64% | 1.64% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 14,600 | 3,229 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,530 | 3,214 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Klingman & Associates, LLC | History | No change | 14,297 | 3,162 | 0.13% | 0.13% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,293 | 3,161 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 14,167 | 3,133 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Roundview Capital LLC | History | No change | 13,726 | 3,036 | 0.17% | 0.17% | 246 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 13,546 | 2,996 | 0.45% | 0.45% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hardy Reed LLC | History | No change | 13,312 | 2,944 | 0.19% | 0.19% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 13,283 | 2,938 | 0.14% | 0.14% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 13,239 | 2,928 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LMG Wealth Partners, LLC | History | No change | 13,166 | 2,912 | 0.47% | 0.47% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 13,073 | 2,891 | 0.14% | 0.14% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BHK Investment Advisors, LLC | History | No change | 13,021 | 2,880 | 0.86% | 0.86% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,981 | 2,871 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 12,891 | 2,852 | 0.08% | 0.08% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WASHINGTON TRUST BANK | History | No change | 12,786 | 2,828 | 0.2% | 0.2% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allegheny Financial Group | History | No change | 12,744 | 2,819 | 0.3% | 0.3% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 12,714 | 2,812 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANCE WEALTH, LLC | History | No change | 12,667 | 2,801 | 0.63% | 0.63% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,579 | 2,782 | 0.17% | 0.17% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,496 | 2,764 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 12,347 | 2,731 | 0.19% | 0.19% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 12,316 | 2,724 | 0.3% | 0.3% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J2 Capital Management Inc | History | No change | 12,297 | 2,720 | 1.83% | 1.83% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meramec Financial Planners, LLC | History | No change | 12,210 | 2,712 | 0.99% | 0.99% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 12,247 | 2,709 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,188 | 2,695 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towerpoint Wealth, LLC | History | No change | 12,080 | 2,672 | 0.92% | 0.92% | 268 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,054 | 2,666 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 11,890 | 2,630 | 0.97% | 0.97% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 11,888 | 2,629 | 0.15% | 0.15% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11,858 | 2,622 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 11,739 | 2,596 | 0.23% | 0.23% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,663 | 2,579 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apella Capital, LLC | History | Added to | 12,209 | 2,564 | 0.03% | 0.02% | 275 | +7,219 | 144.67% | Q3 2026 | Oct 08, 2026 |
| HRT FINANCIAL LP | History | No change | 11,541 | 2,552 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 11,471 | 2,537 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pointe Capital Management LLC | History | No change | 11,300 | 2,499 | 1.12% | 1.12% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performa Ltd (US), LLC | History | No change | 11,084 | 2,451 | 0.4% | 0.4% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SVB WEALTH LLC | History | No change | 11,058 | 2,445 | 0.15% | 0.15% | 280 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 11,049 | 2,444 | 0.99% | 0.99% | 281 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 10,715 | 2,370 | 0.49% | 0.49% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Falcon Wealth Planning | History | No change | 10,575 | 2,339 | 0.15% | 0.15% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SkyOak Wealth, LLC | History | No change | 10,538 | 2,331 | 0.38% | 0.38% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JMG Financial Group, Ltd. | History | No change | 10,479 | 2,317 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Addison Capital Co | History | No change | 10,244 | 2,265 | 0.37% | 0.37% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Squire Investment Management Company, LLC | History | No change | 10,189 | 2,253 | 0.54% | 0.54% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 10,182 | 2,252 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 10,147 | 2,244 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | No change | 10,126 | 2,239 | 0.11% | 0.11% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10,056 | 2,224 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 10,009 | 2,213 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,991 | 2,210 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vawter Financial, Ltd. | History | No change | 9,931 | 2,196 | 0.83% | 0.83% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,930 | 2,196 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 9,783 | 2,164 | 0.2% | 0.2% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,756 | 2,157 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,371 | 2,155 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vanguard National Trust Co | History | No change | 9,710 | 2,147 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 9,909 | 2,138 | 1.3% | 1.3% | 300 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |