iSHARES TRUST - IWR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 99,650,083 | 10,921,002 | 4.37% | 4.37% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 68,880,354 | 7,598,880 | 0.49% | 0.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 45,367,356 | 5,004,926 | 0.81% | 0.81% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 12,780,590 | 1,409,955 | 1.54% | 1.54% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,472,614 | 1,375,978 | 0.68% | 0.68% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 11,932,912 | 1,316,439 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,734,592 | 1,184,240 | 0.19% | 0.19% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,660,298 | 1,176,044 | 1.62% | 1.62% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,120,436 | 1,116,486 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,115,880 | 895,344 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,379,679 | 812,945 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 7,353,365 | 811,223 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,500,690 | 496,504 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,120,231 | 454,543 | 0.54% | 0.54% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 3,871,981 | 427,157 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | No change | 3,869,983 | 426,936 | 8.75% | 8.75% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 3,730,141 | 411,509 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,158,174 | 348,376 | 0.42% | 0.42% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,077,347 | 340,209 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,001,929 | 331,172 | 2.42% | 2.42% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,794,796 | 308,321 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,745,783 | 302,914 | 1.04% | 1.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,501,173 | 275,929 | 0.45% | 0.45% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 2,475,295 | 273,074 | 0.31% | 0.31% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,128,236 | 234,786 | 0.21% | 0.21% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,984,789 | 218,961 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,976,882 | 218,089 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,904,250 | 210,077 | 0.61% | 0.61% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 1,727,554 | 190,582 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,557,703 | 171,845 | 0.57% | 0.57% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMERCE BANK | History | No change | 1,439,471 | 158,802 | 0.7% | 0.7% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glenview Trust Co | History | No change | 1,408,028 | 155,333 | 2.15% | 2.15% | 32 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,245,534 | 137,407 | 0.94% | 0.94% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,239,128 | 136,622 | 6.5% | 6.5% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,214,574 | 133,991 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 1,187,415 | 130,995 | 0.76% | 0.76% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performa Ltd (US), LLC | History | No change | 1,124,020 | 124,001 | 20.01% | 20.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,035,865 | 114,276 | 1.91% | 1.91% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Western Trust Bank | History | No change | 1,022,959 | 112,852 | 5.5% | 5.5% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | No change | 1,012,156 | 111,661 | 1.41% | 1.41% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 985,225 | 108,690 | 4.75% | 4.75% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 969,045 | 106,905 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 962,740 | 106,209 | 7.98% | 7.98% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 961,062 | 106,024 | 0.16% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 940,349 | 103,739 | 0.28% | 0.28% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 936,524 | 103,317 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 915,320 | 100,978 | 0.2% | 0.2% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JMG Financial Group, Ltd. | History | No change | 913,629 | 100,791 | 2.43% | 2.43% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WASHINGTON TRUST Co | History | No change | 904,618 | 99,797 | 3.1% | 3.1% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 895,795 | 98,852 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 838,027 | 92,451 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 768,475 | 84,778 | 1.61% | 1.61% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 768,475 | 84,778 | 1.41% | 1.41% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 762,482 | 84,117 | 0.79% | 0.79% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 758,700 | 83,699 | 0.79% | 0.79% | 55 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| International City Management Association Retirement Corp | History | No change | 702,067 | 77,452 | 33.67% | 33.67% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 680,478 | 75,070 | 1.09% | 1.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 666,991 | 73,582 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Citizens Business Bank | History | No change | 634,403 | 69,987 | 10.54% | 10.54% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 586,685 | 64,723 | 1.85% | 1.85% | 60 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 583,207 | 64,339 | 2.31% | 2.31% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 569,685 | 62,847 | 0.32% | 0.32% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 565,606 | 62,397 | 1.54% | 1.54% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 563,031 | 61,944 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 553,000 | 61,006 | 0.96% | 0.96% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 537,202 | 59,264 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Wealth | History | No change | 527,777 | 58,224 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 519,943 | 57,360 | 3.32% | 3.32% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 519,161 | 57,273 | 1.0% | 1.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | No change | 500,852 | 55,254 | 0.21% | 0.21% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 493,942 | 54,492 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 489,160 | 53,964 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| River Wealth Advisors LLC | History | No change | 463,864 | 51,173 | 5.35% | 5.35% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 456,804 | 50,401 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 442,596 | 48,827 | 0.24% | 0.24% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 436,558 | 48,161 | 0.54% | 0.54% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 436,496 | 48,154 | 1.07% | 1.07% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 435,907 | 48,089 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 433,150 | 47,785 | 0.56% | 0.56% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| M&T BANK CORP | History | No change | 412,823 | 45,542 | 0.13% | 0.13% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stegner Investment Associates Inc. | History | No change | 407,479 | 44,953 | 21.37% | 21.37% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 381,311 | 42,066 | 3.86% | 3.86% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Consolidated Investment Group LLC | History | No change | 362,100 | 39,946 | 3.47% | 3.47% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 361,621 | 39,894 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 359,566 | 39,667 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 354,020 | 39,055 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 353,648 | 39,014 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilbert & Cook, Inc. | History | No change | 340,536 | 37,567 | 4.32% | 4.32% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 324,669 | 35,817 | 2.12% | 2.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 323,153 | 35,650 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 321,949 | 35,517 | 0.2% | 0.2% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 319,557 | 35,253 | 0.16% | 0.16% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCF Advisors LLC | History | No change | 318,059 | 35,088 | 1.25% | 1.25% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 315,126 | 34,764 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| INTRUST BANK NA | History | No change | 309,639 | 34,159 | 2.52% | 2.52% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 300,147 | 33,112 | 7.68% | 7.68% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 299,390 | 33,028 | 0.28% | 0.28% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 294,947 | 32,539 | 0.44% | 0.44% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 293,538 | 32,383 | 0.62% | 0.62% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 291,923 | 32,205 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 286,968 | 31,658 | 0.19% | 0.19% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 283,575 | 31,284 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 282,266 | 31,139 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 277,562 | 30,620 | 0.38% | 0.38% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | Reduced | 279,139 | 29,786 | 2.78% | 3.3% | 105 | -58,748 | -17.39% | Q3 2026 | Oct 01, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 267,207 | 29,478 | 0.62% | 0.62% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DT Investment Partners, LLC | History | No change | 260,626 | 28,752 | 2.14% | 2.14% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 256,064 | 28,248 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 249,200 | 27,491 | 0.13% | 0.13% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 246,187 | 27,159 | 0.27% | 0.27% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 242,040 | 26,701 | 1.3% | 1.3% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 236,174 | 26,053 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 233,838 | 25,796 | 1.88% | 1.88% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cresset Asset Management, LLC | History | No change | 230,088 | 25,383 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 226,060 | 24,938 | 0.15% | 0.15% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 225,738 | 24,826 | 0.46% | 0.46% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 223,463 | 24,652 | 1.32% | 1.32% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | No change | 217,178 | 23,959 | 0.74% | 0.74% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 215,938 | 23,822 | 0.67% | 0.67% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 213,419 | 23,544 | 3.77% | 3.77% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 209,499 | 23,111 | 0.28% | 0.28% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 208,491 | 23,000 | 0.29% | 0.29% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Advisors, LLC | History | No change | 207,332 | 22,872 | 2.14% | 2.14% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Copeland Capital Management, LLC | History | No change | 201,371 | 22,215 | 0.46% | 0.46% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 201,014 | 22,175 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 195,007 | 21,513 | 1.96% | 1.96% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LJI Wealth Management, LLC | History | No change | 192,587 | 21,246 | 2.98% | 2.98% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Miller Investment Management, LP | History | No change | 191,472 | 21,123 | 1.93% | 1.93% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 189,598 | 20,916 | 1.2% | 1.2% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 182,347 | 20,116 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO | History | No change | 181,034 | 20,024 | 0.2% | 0.2% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Argent Trust Co | History | No change | 181,171 | 19,986 | 0.58% | 0.58% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 185,837 | 19,830 | 1.4% | 1.38% | 133 | +7,281 | 4.08% | Q3 2026 | Oct 05, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 174,962 | 19,301 | 2.25% | 2.25% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFW Advisors LLC | History | Reduced | 177,997 | 18,994 | 5.64% | 5.78% | 135 | -1,722 | -0.96% | Q3 2026 | Oct 07, 2026 |
| Private Advisor Group, LLC | History | No change | 171,792 | 18,952 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 171,429 | 18,912 | 0.52% | 0.52% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Callan Family Office, LLC | History | No change | 167,300 | 18,456 | 0.36% | 0.36% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 166,906 | 18,413 | 0.38% | 0.38% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOKF, NA | History | No change | 166,518 | 18,370 | 0.25% | 0.25% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verdence Capital Advisors LLC | History | No change | 166,059 | 18,319 | 0.96% | 0.96% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CULBERTSON A N & CO INC | History | No change | 165,548 | 18,263 | 2.13% | 2.13% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 165,377 | 18,244 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 164,789 | 18,179 | 3.93% | 3.93% | 144 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 162,746 | 17,954 | 0.25% | 0.25% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fox Financial, Inc | History | No change | 157,843 | 17,413 | 12.13% | 12.13% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WOODSTOCK CORP | History | No change | 156,185 | 17,230 | 1.43% | 1.43% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bricktown Capital, LLC | History | No change | 156,088 | 17,219 | 3.11% | 3.11% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 176,016 | 17,114 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 155,078 | 17,108 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 154,911 | 17,089 | 0.3% | 0.3% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 151,759 | 16,742 | 4.19% | 4.19% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 149,744 | 16,519 | 5.33% | 5.33% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 149,304 | 16,445 | 2.43% | 2.43% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 148,048 | 16,285 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 145,294 | 16,028 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BESSEMER GROUP INC | History | No change | 144,997 | 15,996 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | No change | 144,542 | 15,945 | 0.48% | 0.48% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 142,889 | 15,763 | 0.25% | 0.25% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 137,589 | 15,178 | 1.46% | 1.46% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 136,560 | 15,065 | 2.87% | 2.87% | 161 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 136,560 | 15,065 | 2.87% | 2.87% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 136,456 | 15,053 | 0.15% | 0.15% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 136,353 | 15,042 | 7.42% | 7.42% | 164 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Krane Financial Solutions LLC | History | No change | 130,220 | 14,365 | 8.84% | 8.84% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 129,623 | 14,300 | 0.29% | 0.29% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 128,033 | 14,124 | 0.22% | 0.22% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heck Capital Advisors, LLC | History | No change | 127,185 | 14,031 | 0.84% | 0.84% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VestGen Advisors, LLC | History | No change | 126,880 | 13,997 | 0.41% | 0.41% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 126,173 | 13,919 | 0.28% | 0.28% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 122,161 | 13,476 | 0.46% | 0.46% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quantinno Capital Management LP | History | No change | 117,817 | 12,997 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 117,593 | 12,972 | 1.15% | 1.15% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WASHINGTON TRUST BANK | History | No change | 115,234 | 12,712 | 0.89% | 0.89% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEST BANCORPORATION INC | History | No change | 114,958 | 12,682 | 5.42% | 5.42% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 112,678 | 12,430 | 0.12% | 0.12% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 110,909 | 12,235 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 110,233 | 12,160 | 9.08% | 9.08% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 109,325 | 12,060 | 1.5% | 1.5% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | No change | 108,659 | 11,987 | 0.48% | 0.48% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 108,612 | 11,982 | 0.22% | 0.22% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST HORIZON CORP | History | No change | 107,926 | 11,906 | 0.46% | 0.46% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STEPH & CO | History | Reduced | 111,232 | 11,869 | 3.02% | 3.2% | 183 | -3,434 | -2.99% | Q3 2026 | Oct 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 107,200 | 11,826 | 0.36% | 0.36% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROFFITT & GOODSON INC | History | No change | 106,513 | 11,750 | 1.61% | 1.61% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 103,033 | 11,366 | 0.21% | 0.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 101,366 | 11,182 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 104,565 | 11,158 | 0.92% | 0.96% | 188 | -901 | -0.85% | Q3 2026 | Oct 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 98,544 | 10,871 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 97,282 | 10,732 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossmore Private Capital | History | No change | 96,256 | 10,618 | 0.86% | 0.86% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 96,204 | 10,613 | 0.87% | 0.87% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 95,838 | 10,572 | 5.11% | 5.11% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 95,682 | 10,555 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 98,453 | 10,505 | 0.9% | 0.97% | 195 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 93,523 | 10,317 | 3.33% | 3.33% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 92,964 | 10,255 | 0.89% | 0.89% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 92,684 | 10,224 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 91,549 | 10,099 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | No change | 91,053 | 10,044 | 0.11% | 0.11% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Point Inc. | History | No change | 90,979 | 10,036 | 0.85% | 0.85% | 201 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Savant Capital, LLC | History | No change | 90,111 | 9,954 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plan Group Financial, LLC | History | No change | 90,221 | 9,953 | 2.05% | 2.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 89,821 | 9,909 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 89,220 | 9,842 | 0.18% | 0.18% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 88,997 | 9,818 | 2.56% | 2.56% | 206 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Paragon Private Wealth Management, LLC | History | No change | 86,740 | 9,569 | 2.5% | 2.5% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 86,598 | 9,553 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 86,523 | 9,545 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 86,336 | 9,524 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Bank of Kentucky | History | No change | 85,740 | 9,458 | 1.07% | 1.07% | 211 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 85,684 | 9,452 | 3.71% | 3.71% | 212 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Campion Asset Management | History | No change | 85,459 | 9,427 | 5.75% | 5.75% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 83,811 | 9,246 | 0.37% | 0.37% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 83,625 | 9,225 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 83,145 | 9,172 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 82,621 | 9,114 | 0.22% | 0.22% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FULTON BANK, N.A. | History | No change | 80,984 | 8,934 | 0.27% | 0.27% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bleakley Financial Group, LLC | History | No change | 79,992 | 8,824 | 0.11% | 0.11% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sincerus Advisory, LLC | History | No change | 79,958 | 8,821 | 5.99% | 5.99% | 220 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Baron Financial Group, LLC | History | No change | 79,767 | 8,799 | 4.2% | 4.2% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 79,718 | 8,794 | 1.94% | 1.94% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 78,993 | 8,714 | 0.08% | 0.08% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 77,983 | 8,603 | 0.28% | 0.28% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 75,245 | 8,301 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 74,452 | 8,213 | 0.36% | 0.36% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 74,389 | 8,206 | 0.77% | 0.77% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 74,321 | 8,199 | 0.2% | 0.2% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Diversified Trust Co | History | No change | 73,279 | 8,084 | 0.13% | 0.13% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 73,002 | 8,053 | 0.1% | 0.1% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 72,602 | 8,009 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 72,573 | 8,006 | 3.27% | 3.27% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 72,488 | 7,996 | 0.7% | 0.7% | 233 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nadler Financial Group, Inc. | History | No change | 71,732 | 7,913 | 0.67% | 0.67% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modera Wealth Management, LLC | History | No change | 71,019 | 7,834 | 0.08% | 0.08% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 70,907 | 7,822 | 0.29% | 0.29% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 70,874 | 7,818 | 0.09% | 0.09% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 70,202 | 7,744 | 0.44% | 0.44% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chesapeake Wealth Management | History | No change | 70,111 | 7,734 | 2.17% | 2.17% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 69,625 | 7,681 | 1.09% | 1.09% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFC Advisors LLC | History | No change | 69,137 | 7,627 | 0.97% | 0.97% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 68,472 | 7,554 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | No change | 68,403 | 7,546 | 3.91% | 3.91% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST MERCHANTS CORP | History | No change | 68,099 | 7,512 | 0.26% | 0.26% | 244 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 67,816 | 7,481 | 3.7% | 3.7% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| One Capital Management, LLC | History | No change | 76,746 | 7,462 | 0.21% | 0.21% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 67,503 | 7,446 | 0.36% | 0.36% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 67,297 | 7,424 | 0.11% | 0.11% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 67,086 | 7,302 | 0.15% | 0.15% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 66,112 | 7,293 | 2.75% | 2.75% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITY HOLDING CO | History | No change | 65,503 | 7,226 | 0.82% | 0.82% | 251 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 65,454 | 7,220 | 0.1% | 0.1% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 64,949 | 7,165 | 0.91% | 0.91% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westshore Wealth, LLC | History | No change | 64,904 | 7,160 | 2.22% | 2.22% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESBANCO BANK INC | History | No change | 63,929 | 7,052 | 0.18% | 0.18% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Advisors Network LLC | History | No change | 63,108 | 6,962 | 0.32% | 0.32% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 62,488 | 6,893 | 0.19% | 0.19% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 61,470 | 6,781 | 0.34% | 0.34% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 60,808 | 6,708 | 0.07% | 0.07% | 259 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vanguard National Trust Co | History | No change | 60,759 | 6,702 | 0.37% | 0.37% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 60,737 | 6,700 | 0.51% | 0.51% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sunburst Financial Group, LLC | History | No change | 60,663 | 6,692 | 1.08% | 1.08% | 262 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Orin Green Financial, LLC | History | No change | 60,571 | 6,682 | 2.47% | 2.47% | 263 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 60,422 | 6,665 | 0.1% | 0.1% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 60,023 | 6,621 | 0.89% | 0.89% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 59,936 | 6,605 | 0.19% | 0.19% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 59,452 | 6,558 | 0.67% | 0.67% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 59,712 | 6,530 | 0.63% | 0.63% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | No change | 59,093 | 6,519 | 0.53% | 0.53% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 58,609 | 6,465 | 0.21% | 0.21% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 58,210 | 6,421 | 0.24% | 0.24% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 57,433 | 6,336 | 2.4% | 2.4% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smith Thornton Advisors LLC | History | No change | 57,271 | 6,287 | 2.77% | 2.77% | 273 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 56,915 | 6,278 | 0.39% | 0.39% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 56,679 | 6,252 | 2.62% | 2.62% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 56,598 | 6,243 | 0.32% | 0.32% | 276 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 56,528 | 6,237 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 56,396 | 6,221 | 0.57% | 0.57% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 56,124 | 6,191 | 0.37% | 0.37% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 55,880 | 6,164 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 55,749 | 6,150 | 0.07% | 0.07% | 281 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 55,569 | 6,085 | 1.21% | 1.21% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 55,047 | 6,072 | 0.59% | 0.59% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 54,868 | 6,053 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 54,236 | 5,983 | 0.35% | 0.35% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMES NATIONAL CORP | History | No change | 54,127 | 5,971 | 3.28% | 3.28% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 53,956 | 5,952 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Gryphon Financial Partners LLC | History | No change | 53,625 | 5,915 | 0.52% | 0.52% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 53,600 | 5,913 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Acropolis Investment Management, LLC | History | No change | 52,811 | 5,826 | 0.23% | 0.23% | 290 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Centennial Bank/AR/ | History | No change | 52,788 | 5,823 | 1.87% | 1.87% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 54,360 | 5,800 | 0.5% | 0.51% | 292 | +4 | 0.01% | Q3 2026 | Oct 07, 2026 |
| Canopy Partners, LLC | History | No change | 51,719 | 5,705 | 1.72% | 1.72% | 293 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 51,547 | 5,686 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 49,815 | 5,495 | 1.03% | 1.03% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPWM LLC | History | No change | 49,499 | 5,460 | 1.21% | 1.21% | 296 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FDx Advisors, Inc. | History | No change | 49,071 | 5,413 | 1.63% | 1.63% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 48,840 | 5,388 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 48,661 | 5,368 | 1.53% | 1.53% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 48,554 | 5,356 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |