iSHARES TRUST - IWP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 20,083,691 | 2,940,453 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,000,459 | 1,024,937 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,866,456 | 858,907 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,335,358 | 781,149 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 3,941,675 | 577,100 | 3.43% | 3.43% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 2,726,167 | 399,138 | 0.09% | 0.09% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 2,718,424 | 398,004 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,542,307 | 373,516 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,424,157 | 354,920 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,243,150 | 328,419 | 6.17% | 6.17% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,218,307 | 324,782 | 0.41% | 0.41% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,103,984 | 308,044 | 2.31% | 2.31% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,996,544 | 282,910 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,876,868 | 274,792 | 0.95% | 0.95% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMERCE BANK | History | No change | 1,523,545 | 223,062 | 0.98% | 0.98% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,486,576 | 217,649 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,353,964 | 198,233 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,352,671 | 198,044 | 0.95% | 0.95% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,324,615 | 193,936 | 9.02% | 9.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,270,561 | 186,050 | 0.22% | 0.22% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 1,242,947 | 181,979 | 2.72% | 2.72% | 21 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,188,094 | 173,948 | 1.71% | 1.71% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 1,138,018 | 166,617 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 996,753 | 145,934 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 918,632 | 134,498 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisory Corp | History | No change | 743,948 | 108,921 | 14.44% | 14.44% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| American Family Investments, Inc. | History | No change | 723,817 | 105,974 | 1.91% | 1.91% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 722,419 | 105,769 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 662,972 | 97,065 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 662,087 | 96,936 | 5.8% | 5.8% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 641,849 | 93,973 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 636,878 | 93,245 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 615,207 | 90,072 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 588,919 | 85,205 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 563,017 | 82,431 | 4.66% | 4.66% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 491,388 | 71,944 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 485,385 | 71,079 | 0.8% | 0.8% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 461,131 | 67,514 | 0.4% | 0.4% | 38 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 452,315 | 66,223 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 435,416 | 63,749 | 5.79% | 5.79% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 415,398 | 60,818 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 401,192 | 58,738 | 0.43% | 0.43% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 395,460 | 57,899 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 370,317 | 54,218 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 340,414 | 49,840 | 1.02% | 1.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 338,838 | 49,609 | 3.84% | 3.84% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Truepoint, Inc. | History | No change | 320,731 | 46,958 | 0.98% | 0.98% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | No change | 313,541 | 45,905 | 1.36% | 1.36% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 303,981 | 44,505 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 276,200 | 40,438 | 6.96% | 6.96% | 50 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 273,307 | 40,014 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 255,257 | 37,372 | 0.28% | 0.28% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 250,932 | 36,738 | 0.64% | 0.64% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 250,670 | 36,700 | 0.25% | 0.25% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 249,376 | 36,511 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 245,402 | 35,929 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 226,826 | 33,209 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 223,400 | 32,708 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | No change | 222,647 | 32,597 | 0.45% | 0.45% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 216,541 | 31,704 | 0.43% | 0.43% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GenWealth Group, Inc. | History | No change | 208,254 | 30,490 | 4.75% | 4.75% | 61 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 195,438 | 28,614 | 3.12% | 3.12% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 193,126 | 28,275 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 192,603 | 28,199 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 190,389 | 27,874 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 187,930 | 27,514 | 0.29% | 0.29% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 187,509 | 27,453 | 0.21% | 0.21% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 185,295 | 27,129 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 184,822 | 27,059 | 3.12% | 3.12% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 177,600 | 26,005 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 175,551 | 25,702 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 264,305 | 25,489 | 2.8% | 2.8% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 171,138 | 25,056 | 4.93% | 4.93% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Accredited Investors Inc. | History | No change | 170,300 | 24,933 | 1.08% | 1.08% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SVB WEALTH LLC | History | No change | 169,224 | 24,776 | 1.56% | 1.56% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 168,554 | 24,678 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 166,511 | 24,378 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WASHINGTON TRUST BANK | History | No change | 166,435 | 24,367 | 1.7% | 1.7% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 163,603 | 23,953 | 0.26% | 0.26% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 163,540 | 23,943 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 163,106 | 23,880 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Midwest Trust Co | History | No change | 160,932 | 23,562 | 0.27% | 0.27% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 155,142 | 22,714 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | No change | 154,430 | 22,610 | 3.78% | 3.78% | 84 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 154,279 | 22,587 | 0.14% | 0.14% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AE Wealth Management LLC | History | No change | 152,890 | 22,384 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | No change | 152,623 | 22,345 | 0.08% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 152,190 | 22,282 | 1.32% | 1.32% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Falcon Wealth Planning | History | No change | 151,371 | 22,162 | 1.4% | 1.4% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| StoryOne LLC | History | No change | 148,100 | 21,683 | 10.25% | 10.25% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mechanics Bank Trust Department | History | No change | 145,534 | 21,307 | 2.64% | 2.64% | 91 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 143,704 | 21,043 | 0.33% | 0.33% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 137,750 | 20,168 | 0.11% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 135,272 | 19,805 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intergy Private Wealth, LLC | History | No change | 132,539 | 19,404 | 4.48% | 4.48% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 128,220 | 18,772 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 127,771 | 18,706 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 132,434 | 18,233 | 9.31% | 9.61% | 98 | +2,147 | 1.65% | Q3 2026 | Oct 01, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 124,322 | 18,201 | 3.89% | 3.89% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 118,781 | 17,390 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF HAWAII | History | No change | 115,648 | 16,932 | 0.84% | 0.84% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 122,704 | 16,893 | 1.25% | 1.34% | 102 | +2,359 | 1.96% | Q3 2026 | Oct 01, 2026 |
| Sanctuary Advisors, LLC | History | No change | 114,201 | 16,720 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JMG Financial Group, Ltd. | History | No change | 113,405 | 16,603 | 0.4% | 0.4% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 107,320 | 15,712 | 6.56% | 6.56% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 107,070 | 15,676 | 0.39% | 0.39% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curi Capital, LLC | History | No change | 107,028 | 15,669 | 0.24% | 0.24% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 103,158 | 15,103 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 103,129 | 15,099 | 4.65% | 4.65% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 103,050 | 15,087 | 0.19% | 0.19% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LMG Wealth Partners, LLC | History | No change | 102,212 | 14,964 | 2.39% | 2.39% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 102,008 | 14,934 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 100,892 | 14,771 | 0.55% | 0.55% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | No change | 99,121 | 14,512 | 0.42% | 0.42% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | No change | 98,621 | 14,439 | 0.26% | 0.26% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 97,890 | 14,332 | 1.21% | 1.21% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nuveen, LLC | History | No change | 93,911 | 13,749 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 93,825 | 13,736 | 0.52% | 0.52% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 93,272 | 13,655 | 0.33% | 0.33% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 95,654 | 13,635 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heck Capital Advisors, LLC | History | No change | 90,654 | 13,272 | 0.79% | 0.79% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | No change | 88,152 | 12,906 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NorthRock Partners, LLC | History | No change | 86,562 | 12,673 | 0.18% | 0.18% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 85,868 | 12,572 | 0.21% | 0.21% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 85,212 | 12,475 | 3.99% | 3.99% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Point72 Asset Management, L.P. | History | No change | 84,700 | 12,400 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 83,725 | 12,258 | 2.09% | 2.09% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 83,559 | 12,233 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| XML Financial, LLC | History | No change | 83,381 | 12,207 | 0.89% | 0.89% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cerity Partners LLC | History | No change | 82,482 | 12,072 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 80,842 | 11,841 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Occidental Asset Management, LLC | History | No change | 80,054 | 11,720 | 1.16% | 1.16% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 79,197 | 11,595 | 0.39% | 0.39% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sterling Capital Management LLC | History | No change | 79,016 | 11,568 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 78,630 | 11,512 | 3.28% | 3.28% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 77,597 | 11,360 | 1.04% | 1.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 77,396 | 11,331 | 0.33% | 0.33% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corundum Group, Inc. | History | No change | 76,317 | 11,173 | 3.31% | 3.31% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 75,558 | 11,062 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 75,461 | 11,048 | 0.43% | 0.43% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MidFirst Bank | History | No change | 73,734 | 10,795 | 0.77% | 0.77% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 73,491 | 10,759 | 4.99% | 4.99% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 73,023 | 10,691 | 4.37% | 4.37% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 72,674 | 10,640 | 0.13% | 0.13% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 69,969 | 10,315 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 69,536 | 10,180 | 0.29% | 0.29% | 146 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIRST MERCHANTS CORP | History | No change | 68,631 | 10,048 | 0.35% | 0.35% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 67,739 | 9,918 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 67,608 | 9,898 | 2.84% | 2.84% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 66,345 | 9,713 | 0.35% | 0.35% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 65,699 | 9,619 | 0.8% | 0.8% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONNING INC. | History | No change | 65,605 | 9,605 | 0.29% | 0.29% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 64,852 | 9,495 | 1.81% | 1.81% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 64,174 | 9,395 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 61,655 | 9,026 | 0.87% | 0.87% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mainsail Financial Group, LLC | History | No change | 61,533 | 9,009 | 3.06% | 3.06% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 60,813 | 8,903 | 0.74% | 0.74% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 59,293 | 8,681 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 58,939 | 8,629 | 0.21% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 58,018 | 8,494 | 7.61% | 7.61% | 160 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 57,373 | 8,400 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 56,680 | 8,298 | 0.51% | 0.51% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 56,070 | 8,209 | 0.3% | 0.3% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Field & Main Bank | History | No change | 55,869 | 8,179 | 1.69% | 1.69% | 164 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 55,077 | 8,063 | 0.6% | 0.6% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 54,694 | 8,007 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 53,780 | 7,874 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Powell Investment Advisors, LLC | History | No change | 52,203 | 7,643 | 2.41% | 2.41% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 51,960 | 7,607 | 0.13% | 0.13% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 50,785 | 7,435 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 50,405 | 7,379 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 50,288 | 7,362 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 50,156 | 7,343 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 49,469 | 7,243 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 49,415 | 7,234 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TICINO WEALTH | History | No change | 48,978 | 7,170 | 2.26% | 2.26% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 48,429 | 7,090 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VANCE WEALTH, LLC | History | No change | 47,896 | 7,012 | 1.58% | 1.58% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 47,821 | 7,001 | 0.4% | 0.4% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 47,759 | 6,992 | 0.14% | 0.14% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 46,780 | 6,849 | 0.09% | 0.09% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 45,275 | 6,628 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 45,212 | 6,620 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 44,890 | 6,572 | 0.26% | 0.26% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 44,722 | 6,547 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 44,658 | 6,538 | 0.38% | 0.38% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 44,388 | 6,498 | 0.77% | 0.77% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 44,284 | 6,483 | 2.03% | 2.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 44,239 | 6,468 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 43,870 | 6,423 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TAGStone Capital, Inc. | History | No change | 43,547 | 6,375 | 2.03% | 2.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 43,508 | 6,369 | 0.16% | 0.16% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 43,450 | 6,361 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 43,375 | 6,350 | 0.21% | 0.21% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop National Bank | History | No change | 43,051 | 6,303 | 1.35% | 1.35% | 195 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Summit Financial, LLC | History | No change | 42,435 | 6,212 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 42,161 | 6,172 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Weinberger Asset Management, Inc | History | No change | 43,606 | 5,975 | 1.92% | 1.92% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | No change | 40,475 | 5,954 | 0.31% | 0.31% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 40,593 | 5,943 | 0.19% | 0.19% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 40,260 | 5,894 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 39,784 | 5,824 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 39,524 | 5,786 | 0.15% | 0.15% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Eukles Asset Management | History | No change | 39,325 | 5,757 | 2.38% | 2.38% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 38,081 | 5,575 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 37,991 | 5,562 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 38,207 | 5,547 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lee Financial Co | History | No change | 37,755 | 5,527 | 0.71% | 0.71% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 36,895 | 5,401 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | No change | 36,874 | 5,398 | 0.23% | 0.23% | 210 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 36,800 | 5,388 | 0.09% | 0.09% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Saiph Capital, LLC | History | No change | 36,798 | 5,387 | 1.61% | 1.61% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingdom Financial Group LLC. | History | No change | 36,778 | 5,384 | 1.38% | 1.38% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 36,743 | 5,379 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 36,496 | 5,343 | 0.37% | 0.37% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 36,180 | 5,297 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McAdam, LLC | History | No change | 35,997 | 5,270 | 0.2% | 0.2% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Processus Wealth & Capital Management, LLC | History | No change | 35,981 | 5,267 | 3.12% | 3.12% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Certified Advisory Corp | History | No change | 35,955 | 5,264 | 0.42% | 0.42% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EQUITABLE TRUST CO | History | No change | 35,705 | 5,227 | 0.22% | 0.22% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Widmann Financial Services, Inc. | History | No change | 35,390 | 5,181 | 2.78% | 2.78% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 35,072 | 5,134 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 34,981 | 5,121 | 0.17% | 0.17% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 37,139 | 5,113 | 1.48% | 1.58% | 224 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Kelsey Financial, LLC | History | No change | 34,500 | 5,051 | 3.83% | 3.83% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Resource Group | History | No change | 34,254 | 5,015 | 0.75% | 0.75% | 226 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 34,116 | 4,994 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequent Asset Management, LLC | History | No change | 33,835 | 4,953 | 2.09% | 2.09% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 33,029 | 4,835 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COURIER CAPITAL LLC | History | No change | 32,976 | 4,828 | 0.24% | 0.24% | 230 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Bank & Trust | History | No change | 32,928 | 4,820 | 0.92% | 0.92% | 231 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 32,854 | 4,810 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 32,521 | 4,761 | 1.49% | 1.49% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hofer & Associates. Inc | History | No change | 32,498 | 4,758 | 2.3% | 2.3% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlas Brown,Inc. | History | No change | 32,484 | 4,756 | 1.28% | 1.28% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 32,380 | 4,740 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Councilor Wealth, LLC | History | No change | 32,251 | 4,721 | 1.91% | 1.91% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 32,076 | 4,697 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LWM ADVISORS INC | History | No change | 31,550 | 4,619 | 3.44% | 3.44% | 239 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | No change | 30,995 | 4,538 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vision Capital Management, Inc. | History | No change | 30,582 | 4,477 | 0.51% | 0.51% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Auour Investments LLC | History | No change | 29,526 | 4,322 | 1.24% | 1.24% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 29,039 | 4,251 | 0.64% | 0.64% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 28,890 | 4,229 | 0.37% | 0.37% | 244 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 28,969 | 4,191 | 0.22% | 0.22% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LifeWealth Investments, LLC | History | No change | 28,562 | 4,181 | 1.12% | 1.12% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 28,539 | 4,178 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,196 | 4,128 | 1.02% | 1.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 27,769 | 4,065 | 0.9% | 0.9% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 27,513 | 4,028 | 0.2% | 0.2% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eagle Strategies LLC | History | No change | 27,493 | 4,025 | 0.4% | 0.4% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Consolidated Investment Group LLC | History | No change | 27,450 | 4,018 | 0.35% | 0.35% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stone Wealth Partners | History | No change | 27,376 | 4,008 | 2.93% | 2.93% | 253 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 26,910 | 3,939 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 26,723 | 3,912 | 0.19% | 0.19% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mathes Company, Inc. | History | No change | 26,603 | 3,895 | 1.21% | 1.21% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 26,545 | 3,886 | 0.08% | 0.08% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 26,212 | 3,837 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESBANCO BANK INC | History | No change | 26,174 | 3,832 | 0.1% | 0.1% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Veridan Wealth LLC | History | No change | 25,550 | 3,740 | 1.27% | 1.27% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 25,465 | 3,728 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arkadios Wealth Advisors | History | No change | 25,305 | 3,704 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 25,276 | 3,700 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 25,255 | 3,697 | 0.34% | 0.34% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vanguard National Trust Co | History | No change | 25,076 | 3,671 | 0.2% | 0.2% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 24,818 | 3,634 | 0.15% | 0.15% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 24,735 | 3,623 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MSH Capital Advisors LLC | History | No change | 24,737 | 3,621 | 0.63% | 0.63% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,594 | 3,600 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 24,484 | 3,584 | 0.18% | 0.18% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 24,326 | 3,561 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glenview Trust Co | History | No change | 23,948 | 3,506 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,444 | 3,432 | 0.05% | 0.05% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Capital Management, LLC | History | No change | 26,601 | 3,408 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 23,212 | 3,398 | 0.86% | 0.86% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NICOLET BANKSHARES INC | History | No change | 23,277 | 3,394 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 23,100 | 3,382 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 23,081 | 3,379 | 1.27% | 1.27% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 22,890 | 3,351 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 22,766 | 3,333 | 1.13% | 1.13% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pointe Capital Management LLC | History | No change | 22,524 | 3,297 | 1.48% | 1.48% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | No change | 22,513 | 3,296 | 0.33% | 0.33% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 22,443 | 3,285 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRIGHTON JONES LLC | History | No change | 22,341 | 3,270 | 0.06% | 0.06% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 22,109 | 3,222 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 21,936 | 3,211 | 0.14% | 0.14% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meridian Wealth Management, LLC | History | No change | 21,889 | 3,204 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 21,867 | 3,201 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HM PAYSON & CO | History | No change | 21,836 | 3,197 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ballew Advisors, Inc | History | Added to | 22,243 | 3,141 | 1.56% | 1.63% | 290 | +133 | 0.6% | Q3 2026 | Oct 05, 2026 |
| LOWERY THOMAS, LLC | History | No change | 21,378 | 3,130 | 1.53% | 1.53% | 291 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 20,866 | 3,054 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 20,802 | 3,045 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 20,692 | 3,029 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 20,548 | 3,008 | 0.33% | 0.33% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 20,535 | 3,006 | 0.1% | 0.1% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Broadleaf Partners, LLC | History | No change | 20,519 | 3,004 | 0.58% | 0.58% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | No change | 20,316 | 2,974 | 0.27% | 0.27% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 20,221 | 2,960 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 20,121 | 2,945 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |