iSHARES TRUST - IWO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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 3,483,298 1,372,280 0.09% 0.09% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,328,293 917,255 0.05% 0.05% 2 0 0.0% Q2 2026 Aug 13, 2026
BARINGS LLC History No change 1,579,950 622,437 11.04% 11.04% 3 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,080,233 425,568 0.1% 0.1% 4 0 0.0% Q2 2026 Sep 23, 2026
GOLDMAN SACHS GROUP INC History No change 965,896 380,524 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History No change 947,047 373,098 7.01% 7.01% 6 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 704,958 277,725 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 598,485 235,779 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 592,625 233,470 0.12% 0.12% 9 0 0.0% Q2 2026 Aug 07, 2026
D.A. DAVIDSON & CO. History No change 550,307 216,799 1.2% 1.2% 10 0 0.0% Q2 2026 Jul 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 546,451 215,279 0.74% 0.74% 11 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 531,617 209,435 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 513,500 202,298 0.28% 0.28% 13 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 511,151 201,373 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 13, 2026
Cohen Klingenstein LLC History No change 484,414 190,839 5.46% 5.46% 15 0 0.0% Q2 2026 Jul 15, 2026
TIAA Wealth Investment Management LLC History No change 468,427 182,803 1.22% 1.22% 16 0 0.0% Q2 2026 Aug 10, 2026
RAYMOND JAMES FINANCIAL INC History No change 433,927 170,950 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 425,316 167,557 0.21% 0.21% 18 0 0.0% Q2 2026 Jul 29, 2026
NORTHERN TRUST CORP History No change 412,943 162,683 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 397,150 154,988 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 374,910 147,699 0.05% 0.05% 21 0 0.0% Q2 2026 Aug 03, 2026
ALLIANCEBERNSTEIN L.P. History No change 446,583 140,142 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 344,603 135,759 0.4% 0.4% 23 0 0.0% Q2 2026 Aug 04, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 340,110 133,989 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 328,945 129,591 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 232,731 91,686 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 12, 2026
Badgley Phelps Wealth Managers, LLC History No change 228,374 89,970 1.58% 1.58% 27 0 0.0% Q2 2026 Jul 31, 2026
Financial Engines Advisors L.L.C. History No change 223,223 87,940 0.16% 0.16% 28 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 218,652 86,140 0.12% 0.12% 29 0 0.0% Q2 2026 Aug 27, 2026
COMMERCE BANK History No change 216,194 85,171 0.37% 0.37% 30 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 197,092 77,646 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 170,877 67,318 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 161,302 63,546 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 161,029 63,438 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 159,500 63,331 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 159,552 62,857 0.06% 0.06% 36 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 157,199 61,054 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 143,663 56,597 0.19% 0.19% 38 0 0.0% Q2 2026 Jul 28, 2026
BROWN ADVISORY INC History No change 135,926 53,549 0.08% 0.08% 39 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 133,779 52,703 0.08% 0.08% 40 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 131,388 51,761 0.19% 0.19% 41 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 130,483 51,405 0.15% 0.15% 42 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 122,843 48,395 0.08% 0.08% 43 0 0.0% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 121,973 46,920 0.08% 0.08% 44 0 0.0% Q2 2026 Jul 15, 2026
JANE STREET GROUP, LLC History No change 117,491 46,286 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 116,668 45,962 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History No change 114,055 44,933 0.49% 0.49% 47 0 0.0% Q2 2026 Aug 04, 2026
TRUIST FINANCIAL CORP History No change 112,730 44,411 0.05% 0.05% 48 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 112,606 44,362 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 106,920 42,122 0.21% 0.21% 50 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 103,431 40,747 0.15% 0.15% 51 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 101,157 39,883 0.05% 0.05% 52 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 97,455 38,393 0.52% 0.52% 53 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 87,193 34,350 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 86,150 33,939 0.78% 0.78% 55 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 81,647 32,166 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 80,572 31,742 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 79,296 31,239 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 13, 2026
Confluence Wealth Services, Inc. History No change 78,858 31,066 0.89% 0.89% 59 0 0.0% Q2 2026 Jul 22, 2026
STIFEL FINANCIAL CORP History No change 78,206 30,821 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 77,728 30,621 0.23% 0.23% 61 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 74,615 29,395 1.66% 1.66% 62 0 0.0% Q2 2026 Jul 16, 2026
HighTower Advisors, LLC History No change 73,549 28,975 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 05, 2026
WoodTrust Financial Corp History No change 72,513 28,567 3.39% 3.39% 64 0 0.0% Q2 2026 Jul 27, 2026
FRANKLIN RESOURCES INC History No change 70,478 27,765 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN & Co SECURITIES, INC. History No change 69,826 27,508 12.83% 12.83% 66 0 0.0% Q2 2026 Aug 03, 2026
MML INVESTORS SERVICES, LLC History No change 69,634 27,432 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 07, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 67,372 26,541 6.03% 6.03% 68 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 64,280 25,323 0.97% 0.97% 69 0 0.0% Q2 2026 Jul 20, 2026
Summit Financial, LLC History No change 63,786 25,128 0.28% 0.28% 70 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 62,311 24,369 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 61,560 24,252 0.61% 0.61% 72 0 0.0% Q2 2026 Aug 13, 2026
Powell Investment Advisors, LLC History No change 60,650 23,893 7.54% 7.54% 73 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 59,901 23,598 0.08% 0.08% 74 0 0.0% Q2 2026 Jul 28, 2026
Waldron Private Wealth LLC History No change 59,303 23,363 0.81% 0.81% 75 0 0.0% Q2 2026 Jul 20, 2026
CITADEL ADVISORS LLC History No change 59,276 23,352 0.0% 0.0% 76 0 0.0% Q2 2026 Sep 02, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 58,463 23,032 0.06% 0.06% 77 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 56,396 22,217 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 53,700 21,155 0.03% 0.03% 79 0 0.0% Q2 2026 Jul 22, 2026
Baird Financial Group, Inc. History No change 52,508 20,686 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 12, 2026
Avantax Planning Partners, Inc. History No change 51,994 20,483 0.51% 0.51% 81 0 0.0% Q2 2026 Jul 28, 2026
AMG National Trust Bank History No change 51,759 20,391 0.42% 0.42% 82 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 51,002 20,092 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
HBK INVESTMENTS L P History No change 50,000 19,698 0.19% 0.19% 84 0 0.0% Q2 2026 Sep 16, 2026
COURIER CAPITAL LLC History No change 49,719 19,587 0.98% 0.98% 85 0 0.0% Q2 2026 Jul 16, 2026
Wealthspire Advisors, LLC History No change 48,319 19,035 0.1% 0.1% 86 0 0.0% Q2 2026 Aug 11, 2026
LMG Wealth Partners, LLC History No change 47,501 18,713 2.99% 2.99% 87 0 0.0% Q2 2026 Aug 12, 2026
AXIOM INVESTORS LLC /DE History No change 46,400 18,279 0.16% 0.16% 88 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 45,510 17,929 0.09% 0.09% 89 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 45,212 17,811 0.12% 0.12% 90 0 0.0% Q2 2026 Aug 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 42,656 16,804 2.13% 2.13% 91 0 0.0% Q2 2026 Aug 25, 2026
BLAIR WILLIAM & CO/IL History No change 41,456 16,332 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 11, 2026
RTD Financial Advisors, Inc. History No change 39,530 15,573 1.7% 1.7% 93 0 0.0% Q2 2026 Jul 13, 2026
BlackRock, Inc. History No change 39,455 15,543 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 39,437 15,536 0.11% 0.11% 95 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 39,839 15,365 0.29% 0.29% 96 0 0.0% Q2 2026 Jul 27, 2026
Quent Capital, LLC History No change 38,920 15,333 0.94% 0.94% 97 0 0.0% Q2 2026 Aug 07, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 38,392 15,124 5.41% 5.41% 98 0 0.0% Q2 2026 Jul 21, 2026
HSBC HOLDINGS PLC History No change 37,162 14,640 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 37,120 14,623 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 37,077 14,607 0.08% 0.08% 101 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 36,502 14,380 0.86% 0.86% 102 0 0.0% Q2 2026 Jul 31, 2026
Shepherd Financial Partners LLC History No change 35,669 14,052 1.15% 1.15% 103 0 0.0% Q2 2026 Aug 10, 2026
Corundum Group, Inc. History No change 34,722 13,679 4.06% 4.06% 104 0 0.0% Q2 2026 Aug 07, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 34,294 13,510 0.8% 0.8% 105 0 0.0% Q2 2026 Aug 10, 2026
Fund Evaluation Group, LLC History No change 33,679 13,268 0.36% 0.36% 106 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 33,503 13,198 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
STEPHENS INC /AR/ History No change 33,085 13,034 0.15% 0.15% 108 0 0.0% Q2 2026 Jul 29, 2026
BOKF, NA History No change 32,483 12,797 0.18% 0.18% 109 0 0.0% Q2 2026 Aug 10, 2026
Orion Porfolio Solutions, LLC History No change 32,384 12,757 0.1% 0.1% 110 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 29,965 11,805 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 19, 2026
EverSource Wealth Advisors, LLC History No change 29,733 11,713 0.39% 0.39% 112 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 28,805 11,348 0.05% 0.05% 113 0 0.0% Q2 2026 Aug 13, 2026
Erickson Financial Group, LLC History No change 28,164 11,095 5.95% 5.95% 114 0 0.0% Q2 2026 Jul 27, 2026
CIBC Bancorp USA Inc. History No change 27,246 10,734 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 13, 2026
OFS Enterprise LLC History No change 26,514 10,445 2.67% 2.67% 116 0 0.0% Q2 2026 Jul 08, 2026
NewEdge Advisors, LLC History No change 26,386 10,395 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 12, 2026
EP Wealth Advisors, LLC History No change 26,096 10,280 0.04% 0.04% 118 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 25,925 10,213 0.06% 0.06% 119 0 0.0% Q2 2026 Aug 17, 2026
GLENMEDE TRUST CO NA History No change 25,920 10,211 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 10, 2026
Team Hewins, LLC History No change 25,574 10,075 2.76% 2.76% 121 0 0.0% Q2 2026 Jul 29, 2026
Modern Wealth Management, LLC History No change 25,117 9,895 0.12% 0.12% 122 0 0.0% Q2 2026 Aug 13, 2026
Modera Wealth Management, LLC History No change 24,652 9,712 0.1% 0.1% 123 0 0.0% Q2 2026 Aug 03, 2026
Savant Capital, LLC History No change 24,326 9,576 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 10, 2026
360 Financial, Inc. History No change 24,154 9,515 2.42% 2.42% 125 0 0.0% Q2 2026 Aug 11, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 24,001 9,455 0.07% 0.07% 126 0 0.0% Q2 2026 Jul 23, 2026
MidFirst Bank History No change 23,443 9,235 0.65% 0.65% 127 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 23,358 9,202 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
LWM ADVISORS INC History No change 23,160 9,124 6.8% 6.8% 129 0 0.0% Q2 2026 Jul 09, 2026
WHITTIER TRUST CO History No change 23,276 9,077 0.09% 0.09% 130 0 0.0% Q2 2026 Jul 27, 2026
GTS SECURITIES LLC History No change 22,645 8,921 0.19% 0.19% 131 0 0.0% Q2 2026 Aug 14, 2026
St. Louis Trust Co History No change 11,467 8,771 1.0% 1.0% 132 0 0.0% Q2 2026 Jul 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 22,042 8,683 0.1% 0.1% 133 0 0.0% Q2 2026 Jul 28, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 24,264 8,660 4.42% 4.85% 134 -97 -0.4% Q3 2026 Oct 01, 2026
Yarbrough Capital, LLC History No change 21,764 8,574 0.26% 0.26% 135 0 0.0% Q2 2026 Aug 10, 2026
Trilogy Capital Inc. History No change 21,667 8,535 0.33% 0.33% 136 0 0.0% Q2 2026 Jul 02, 2026
Farther Finance Advisors, LLC History No change 21,447 8,449 0.07% 0.07% 137 0 0.0% Q2 2026 Jul 17, 2026
Noble Family Wealth, LLC History No change 21,418 8,437 1.51% 1.51% 138 0 0.0% Q2 2026 Aug 04, 2026
DT Investment Partners, LLC History No change 20,537 8,090 0.6% 0.6% 139 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 20,518 8,083 0.04% 0.04% 140 0 0.0% Q2 2026 Aug 18, 2026
Avidian Wealth Enterprises, LLC History No change 20,249 7,977 0.22% 0.22% 141 0 0.0% Q2 2026 Jul 24, 2026
Occidental Asset Management, LLC History No change 20,235 7,971 0.79% 0.79% 142 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 20,110 7,922 3.45% 3.45% 143 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY TRUST CO History No change 19,973 7,868 0.09% 0.09% 144 0 0.0% Q2 2026 Aug 13, 2026
XML Financial, LLC History No change 19,777 7,791 0.57% 0.57% 145 0 0.0% Q2 2026 Jul 24, 2026
Monument Capital Management History No change 19,586 7,716 1.55% 1.55% 146 0 0.0% Q2 2026 Jul 22, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 19,272 7,592 0.63% 0.63% 147 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 19,078 7,516 0.05% 0.05% 148 0 0.0% Q2 2026 Aug 10, 2026
Cambridge Investment Research Advisors, Inc. History No change 19,024 7,495 0.02% 0.02% 149 0 0.0% Q2 2026 Jul 27, 2026
BAILARD, INC. History No change 18,963 7,470 0.15% 0.15% 150 0 0.0% Q2 2026 Jul 30, 2026
Fortis Group Advisors, LLC History No change 18,757 7,389 1.18% 1.18% 151 0 0.0% Q2 2026 Jul 24, 2026
Mechanics Bank Trust Department History No change 18,505 7,290 0.9% 0.9% 152 0 0.0% Q2 2026 Jul 07, 2026
HB Wealth Management, LLC History No change 18,497 7,287 0.04% 0.04% 153 0 0.0% Q2 2026 Jul 29, 2026
XTX Topco Ltd History No change 18,379 7,240 0.09% 0.09% 154 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 18,223 7,179 0.5% 0.5% 155 0 0.0% Q2 2026 Jul 07, 2026
Rodgers & Associates, LTD History No change 18,142 7,147 0.65% 0.65% 156 0 0.0% Q2 2026 Jul 21, 2026
FIRST CITIZENS BANK & TRUST CO History No change 17,935 7,065 0.11% 0.11% 157 0 0.0% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History No change 17,873 7,041 0.03% 0.03% 158 0 0.0% Q2 2026 Sep 23, 2026
Foundation Wealth Management, LLC History No change 17,660 6,956 4.11% 4.11% 159 0 0.0% Q2 2026 Jul 30, 2026
InvesTrust History No change 17,580 6,925 2.67% 2.67% 160 0 0.0% Q2 2026 Jul 14, 2026
TRITONPOINT WEALTH, LLC History No change 17,477 6,885 0.68% 0.68% 161 0 0.0% Q2 2026 Aug 11, 2026
TritonPoint Partners, LLC History No change 17,477 6,885 0.57% 0.57% 162 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 17,300 6,815 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 17,242 6,792 0.16% 0.16% 164 0 0.0% Q2 2026 Jul 20, 2026
STOCK YARDS BANK & TRUST CO History No change 16,813 6,623 0.19% 0.19% 165 0 0.0% Q2 2026 Aug 19, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,709 6,582 0.08% 0.08% 166 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 16,622 6,548 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 16,509 6,504 0.02% 0.02% 168 0 0.0% Q2 2026 Aug 13, 2026
Mach-1 Financial Group, LLC History No change 16,496 6,498 2.52% 2.52% 169 0 0.0% Q2 2026 Jul 29, 2026
Idaho Trust Co History No change 16,104 6,344 1.85% 1.85% 170 0 0.0% Q2 2026 Aug 06, 2026
QUADRANT CAPITAL GROUP LLC History No change 15,225 5,998 0.16% 0.16% 171 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD SECURITIES, INC. History No change 15,150 5,968 0.34% 0.34% 172 0 0.0% Q2 2026 Jul 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 15,100 5,948 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 14,965 5,895 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 12, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 14,692 5,788 4.88% 4.88% 175 0 0.0% Q2 2026 Jul 24, 2026
Carbahal Olsen Financial Services Group, LLC History No change 14,625 5,761 4.0% 4.0% 176 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 14,419 5,680 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 03, 2026
Thoma Capital Management LLC History No change 14,419 5,680 3.03% 3.03% 178 0 0.0% Q2 2026 Jul 16, 2026
STEVENS CAPITAL PARTNERS History No change 14,293 5,631 1.07% 1.07% 179 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 14,153 5,575 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 30, 2026
VANCE WEALTH, LLC History No change 14,120 5,562 1.25% 1.25% 181 0 0.0% Q2 2026 Aug 14, 2026
WELCH & FORBES LLC History No change 13,919 5,483 0.07% 0.07% 182 0 0.0% Q2 2026 Jul 30, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 13,811 5,441 0.33% 0.33% 183 0 0.0% Q2 2026 Aug 06, 2026
EMC Capital Management History No change 13,732 5,410 2.14% 2.14% 184 0 0.0% Q2 2026 Jul 29, 2026
Finley Financial, LLC History No change 13,555 5,340 2.15% 2.15% 185 0 0.0% Q2 2026 Jul 08, 2026
LOWERY THOMAS, LLC History No change 13,472 5,307 2.59% 2.59% 186 0 0.0% Q2 2026 Jul 29, 2026
Prime Buchholz LLC History No change 13,458 5,301 1.91% 1.91% 187 0 0.0% Q2 2026 Aug 13, 2026
Connective Capital Management, LLC History No change 13,453 5,299 3.73% 3.73% 188 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 13,236 5,214 0.08% 0.08% 189 0 0.0% Q2 2026 Aug 10, 2026
INSTRUMENTAL WEALTH, LLC History No change 13,188 5,195 2.63% 2.63% 190 0 0.0% Q2 2026 Jul 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 13,135 5,174 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 12,911 5,086 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 12,771 5,031 0.56% 0.56% 193 0 0.0% Q2 2026 Jul 22, 2026
PINNACLE ASSOCIATES LTD History No change 12,712 5,007 0.05% 0.05% 194 0 0.0% Q2 2026 Aug 03, 2026
Crescent Grove Advisors, LLC History No change 12,648 4,982 0.42% 0.42% 195 0 0.0% Q2 2026 Aug 10, 2026
REGIONS FINANCIAL CORP History No change 12,219 4,813 0.03% 0.03% 196 0 0.0% Q2 2026 Aug 10, 2026
Sequent Asset Management, LLC History No change 12,209 4,809 2.03% 2.03% 197 0 0.0% Q2 2026 Jul 21, 2026
Stratos Wealth Partners, LTD. History No change 12,194 4,803 0.05% 0.05% 198 0 0.0% Q2 2026 Aug 11, 2026
LGL PARTNERS, LLC History No change 12,133 4,779 1.75% 1.75% 199 0 0.0% Q2 2026 Jul 27, 2026
Rehmann Capital Advisory Group History No change 11,774 4,638 0.21% 0.21% 200 0 0.0% Q2 2026 Aug 20, 2026
Ariston Services Group History No change 11,713 4,614 2.55% 2.55% 201 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History No change 11,684 4,603 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 05, 2026
Tradition Wealth Management, LLC History No change 11,654 4,591 0.28% 0.28% 203 0 0.0% Q2 2026 Aug 11, 2026
Dorsey & Whitney Trust CO LLC History No change 11,421 4,499 0.22% 0.22% 204 0 0.0% Q2 2026 Aug 14, 2026
Bare Financial Services, Inc History No change 11,420 4,499 1.03% 1.03% 205 0 0.0% Q2 2026 Jul 27, 2026
Parkside Financial Bank & Trust History No change 11,285 4,445 0.3% 0.3% 206 0 0.0% Q2 2026 Sep 04, 2026
Echo45 Advisors LLC History No change 11,210 4,416 2.28% 2.28% 207 0 0.0% Q2 2026 Jul 13, 2026
SIMON QUICK ADVISORS, LLC History No change 11,012 4,338 0.18% 0.18% 208 0 0.0% Q2 2026 Jul 28, 2026
FIRST FOUNDATION ADVISORS History No change 10,891 4,290 0.15% 0.15% 209 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 10,833 4,267 0.05% 0.05% 210 0 0.0% Q2 2026 Aug 04, 2026
Larson Financial Group LLC History No change 10,785 4,248 0.11% 0.11% 211 0 0.0% Q2 2026 Aug 14, 2026
SACKS & ASSOCIATES, LLC History No change 11,430 4,236 2.86% 2.86% 212 0 0.0% Q2 2026 Aug 04, 2026
Quantum Portfolio Management LLC History No change 10,574 4,165 1.5% 1.5% 213 0 0.0% Q2 2026 Aug 14, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 10,527 4,147 3.03% 3.03% 214 0 0.0% Q2 2026 Jul 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 10,326 4,068 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History No change 11,398 4,067 0.35% 0.4% 216 0 0.0% Q3 2026 Oct 01, 2026
&PARTNERS History No change 10,308 4,060 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 14, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 10,299 4,057 0.21% 0.21% 218 0 0.0% Q2 2026 Jul 20, 2026
Atlas Brown,Inc. History No change 10,295 4,055 1.09% 1.09% 219 0 0.0% Q2 2026 Jul 09, 2026
BBR PARTNERS, LLC History No change 10,057 3,962 0.19% 0.19% 220 0 0.0% Q2 2026 Aug 11, 2026
CFS Investment Advisory Services, LLC History No change 10,202 3,945 0.26% 0.26% 221 0 0.0% Q2 2026 Jul 16, 2026
Midwest Professional Planners, LTD. History No change 9,990 3,935 0.77% 0.77% 222 0 0.0% Q2 2026 Aug 05, 2026
Montecito Bank & Trust History Reduced 10,996 3,924 0.59% 0.67% 223 -344 -3.03% Q3 2026 Oct 01, 2026
RICE HALL JAMES & ASSOCIATES, LLC History No change 9,918 3,907 0.19% 0.19% 224 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 9,838 3,875 0.06% 0.06% 225 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History No change 9,807 3,863 0.04% 0.04% 226 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 9,802 3,861 0.07% 0.07% 227 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 9,794 3,860 0.06% 0.06% 228 0 0.0% Q2 2026 Jul 15, 2026
MV CAPITAL MANAGEMENT, INC. History No change 9,783 3,854 0.34% 0.34% 229 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 9,697 3,820 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 20, 2026
CreativeOne Wealth, LLC History No change 9,678 3,812 0.08% 0.08% 231 0 0.0% Q2 2026 Aug 13, 2026
Vanguard National Trust Co History No change 9,516 3,748 0.2% 0.2% 232 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 9,483 3,736 0.34% 0.34% 233 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 9,385 3,697 0.11% 0.11% 234 0 0.0% Q2 2026 Aug 11, 2026
Wealthfront Advisers LLC History No change 9,375 3,693 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 9,319 3,671 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 07, 2026
Arkadios Wealth Advisors History No change 9,320 3,671 0.06% 0.06% 237 0 0.0% Q2 2026 Aug 10, 2026
Grey Fox Wealth Advisors, LLC History No change 9,053 3,566 0.56% 0.56% 238 0 0.0% Q2 2026 Jul 17, 2026
Sand Hill Global Advisors, LLC History No change 9,012 3,550 0.11% 0.11% 239 0 0.0% Q2 2026 Aug 11, 2026
Widmann Financial Services, Inc. History No change 9,013 3,550 1.9% 1.9% 240 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 8,954 3,527 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 06, 2026
TICINO WEALTH History No change 8,887 3,501 1.1% 1.1% 242 0 0.0% Q2 2026 Jul 20, 2026
INVESTMENT PARTNERS, LTD. History No change 8,878 3,497 1.09% 1.09% 243 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Concepts LLC History No change 8,763 3,452 0.02% 0.02% 244 0 0.0% Q2 2026 Sep 08, 2026
RIVERBRIDGE PARTNERS LLC History No change 8,718 3,434 0.1% 0.1% 245 0 0.0% Q2 2026 Jul 13, 2026
TOMPKINS FINANCIAL CORP History No change 9,438 3,368 0.24% 0.26% 246 0 0.0% Q3 2026 Oct 05, 2026
SGL Investment Advisors, Inc. History No change 8,653 3,357 1.16% 1.16% 247 0 0.0% Q2 2026 Aug 11, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 8,484 3,342 0.42% 0.42% 248 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 8,356 3,292 0.03% 0.03% 249 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8,335 3,283 0.04% 0.04% 250 0 0.0% Q2 2026 Jul 24, 2026
Lido Advisors, LLC History No change 8,268 3,257 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 07, 2026
1834 INVESTMENT ADVISORS CO History No change 8,262 3,254 0.37% 0.37% 252 0 0.0% Q2 2026 Jul 30, 2026
Quantinno Capital Management LP History No change 8,020 3,159 0.0% 0.0% 253 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 7,916 3,118 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 7,916 3,118 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 11, 2026
Whitegate Investment Counselors, Inc. History No change 7,853 3,093 0.88% 0.88% 256 0 0.0% Q2 2026 Aug 10, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 7,798 3,072 0.33% 0.33% 257 0 0.0% Q2 2026 Aug 21, 2026
Geneos Wealth Management Inc. History No change 7,786 3,067 0.06% 0.06% 258 0 0.0% Q2 2026 Aug 06, 2026
Legacy Bridge, LLC History No change 7,755 3,055 0.94% 0.94% 259 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 7,700 3,033 0.28% 0.28% 260 0 0.0% Q2 2026 Aug 11, 2026
Hilltop Holdings Inc. History No change 7,626 3,004 0.23% 0.23% 261 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON TRUST BANK History No change 7,499 2,954 0.21% 0.21% 262 0 0.0% Q2 2026 Aug 05, 2026
Private Advisor Group, LLC History No change 7,428 2,926 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 7,400 2,915 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 04, 2026
CHEMUNG CANAL TRUST CO History No change 7,299 2,875 0.53% 0.53% 265 0 0.0% Q2 2026 Jul 15, 2026
Blue Trust, Inc. History No change 7,277 2,866 0.03% 0.03% 266 0 0.0% Q2 2026 Jul 21, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 7,212 2,841 0.37% 0.37% 267 0 0.0% Q2 2026 Aug 06, 2026
Kelsey Financial, LLC History No change 7,178 2,827 2.15% 2.15% 268 0 0.0% Q2 2026 Aug 10, 2026
Relyea Zuckerberg Hanson LLC History No change 7,101 2,797 0.23% 0.23% 269 0 0.0% Q2 2026 Jul 16, 2026
One Capital Management, LLC History No change 8,856 2,779 0.08% 0.08% 270 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 7,005 2,759 0.07% 0.07% 271 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Asset Management, LLC History No change 6,957 2,740 0.26% 0.26% 272 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Management, LLC History No change 6,927 2,728 0.12% 0.12% 273 0 0.0% Q2 2026 Jul 22, 2026
LUTS & GREENLEIGH GROUP, INC. History No change 6,851 2,699 2.04% 2.04% 274 0 0.0% Q2 2026 Aug 07, 2026
HRT FINANCIAL LP History No change 6,850 2,698 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
jvl associates llc History No change 6,784 2,672 0.76% 0.76% 276 0 0.0% Q2 2026 Jul 06, 2026
Visionary Wealth Advisors History No change 6,685 2,633 0.1% 0.1% 277 0 0.0% Q2 2026 Aug 13, 2026
Private Advisory Group LLC History No change 6,678 2,630 0.14% 0.14% 278 0 0.0% Q2 2026 Aug 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 6,644 2,618 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
JMG Financial Group, Ltd. History No change 6,616 2,606 0.06% 0.06% 280 0 0.0% Q2 2026 Jul 31, 2026
Grey Ledge Advisors, LLC History No change 6,523 2,569 0.52% 0.52% 281 0 0.0% Q2 2026 Jul 27, 2026
EQUITABLE TRUST CO History No change 6,481 2,553 0.11% 0.11% 282 0 0.0% Q2 2026 Jul 23, 2026
Financial Sense Advisors, Inc. History No change 6,474 2,550 0.5% 0.5% 283 0 0.0% Q2 2026 Aug 14, 2026
World Investment Advisors History No change 7,950 2,547 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 6,452 2,541 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 17, 2026
Index Technologies Group LLC History No change 6,410 2,525 2.02% 2.02% 286 0 0.0% Q2 2026 Aug 14, 2026
Eukles Asset Management History No change 6,283 2,475 1.02% 1.02% 287 0 0.0% Q2 2026 Aug 05, 2026
SONATA CAPITAL GROUP INC History No change 6,281 2,474 0.8% 0.8% 288 0 0.0% Q2 2026 Jul 24, 2026
OneDigital Investment Advisors LLC History No change 6,250 2,462 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 6,229 2,453 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
Texas Yale Capital Corp. History No change 6,076 2,393 0.05% 0.05% 291 0 0.0% Q2 2026 Aug 12, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 5,998 2,362 0.02% 0.02% 292 0 0.0% Q2 2026 Jul 30, 2026
Wescott Financial Advisory Group, LLC History No change 5,978 2,355 0.18% 0.18% 293 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 5,967 2,350 0.02% 0.02% 294 0 0.0% Q2 2026 Jul 27, 2026
Fifth Third Wealth Advisors LLC History No change 5,909 2,327 0.07% 0.07% 295 0 0.0% Q2 2026 Jul 17, 2026
Haverford Trust Co History No change 5,876 2,314 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 12, 2026
Somerset Group LLC History No change 5,990 2,304 1.62% 1.62% 297 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 5,825 2,294 0.06% 0.06% 298 0 0.0% Q2 2026 Aug 11, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 5,578 2,197 0.2% 0.2% 299 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,555 2,188 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 13, 2026