iSHARES TRUST - IWS
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 | 8,080,549 | 1,330,058 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,991,663 | 1,154,523 | 0.46% | 0.46% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,628,958 | 597,326 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,493,811 | 575,081 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,733,733 | 449,972 | 1.55% | 1.55% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,522,416 | 415,189 | 1.99% | 1.99% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,408,682 | 396,469 | 5.93% | 5.93% | 7 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,175,825 | 358,142 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 1,985,054 | 326,740 | 0.36% | 0.36% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,915,152 | 315,234 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 1,912,761 | 314,840 | 1.38% | 1.38% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,868,064 | 307,483 | 0.39% | 0.39% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 1,686,200 | 277,548 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 1,386,524 | 228,222 | 0.39% | 0.39% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,224,739 | 201,591 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 1,220,367 | 200,872 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,043,989 | 171,840 | 3.23% | 3.23% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,024,250 | 168,915 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 940,874 | 154,867 | 9.27% | 9.27% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 838,328 | 137,988 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 761,386 | 125,324 | 0.94% | 0.94% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 759,625 | 125,285 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 669,651 | 110,239 | 1.24% | 1.24% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 680,980 | 109,460 | 6.25% | 6.6% | 24 | -28,996 | -4.08% | Q3 2026 | Oct 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 641,160 | 105,534 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | History | No change | 534,456 | 87,971 | 3.02% | 3.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 448,812 | 73,874 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 443,267 | 72,961 | 3.38% | 3.38% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 433,102 | 71,288 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 368,117 | 60,591 | 0.28% | 0.28% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMG National Trust Bank | History | No change | 309,347 | 50,918 | 1.04% | 1.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 308,877 | 50,841 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 298,489 | 49,131 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SVB WEALTH LLC | History | No change | 276,422 | 45,499 | 2.87% | 2.87% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 252,713 | 41,596 | 7.16% | 7.16% | 35 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 251,143 | 41,421 | 0.83% | 0.83% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 246,217 | 40,527 | 1.37% | 1.37% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 242,638 | 39,938 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 236,815 | 38,979 | 1.1% | 1.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 227,724 | 37,483 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 220,288 | 36,259 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 217,129 | 35,754 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPWM LLC | History | No change | 216,410 | 35,621 | 7.9% | 7.9% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 214,090 | 35,239 | 2.08% | 2.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 202,538 | 33,337 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 196,189 | 32,292 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 194,138 | 31,955 | 0.57% | 0.57% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 184,290 | 30,334 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 181,221 | 29,828 | 0.52% | 0.52% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 178,812 | 29,432 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 177,365 | 29,194 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 176,817 | 29,104 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 175,240 | 28,844 | 0.19% | 0.19% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 175,179 | 28,834 | 2.23% | 2.23% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 175,026 | 28,809 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 172,757 | 28,435 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 169,326 | 27,871 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rodgers & Associates, LTD | History | No change | 165,969 | 27,318 | 2.48% | 2.48% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 165,703 | 27,274 | 3.15% | 3.15% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 165,173 | 27,187 | 8.69% | 8.69% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 152,413 | 25,087 | 0.17% | 0.17% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 150,670 | 24,800 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Asset Management Group, Inc. | History | No change | 150,365 | 24,750 | 3.62% | 3.62% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 139,810 | 23,017 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 141,776 | 22,789 | 2.49% | 2.58% | 65 | -1,928 | -1.34% | Q3 2026 | Oct 09, 2026 |
| Corient Private Wealth LP | History | No change | 138,168 | 22,742 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 132,040 | 21,733 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 130,880 | 21,542 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 123,463 | 20,322 | 0.77% | 0.77% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 125,841 | 20,228 | 10.33% | 10.5% | 70 | +979 | 0.78% | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 122,009 | 20,082 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 119,234 | 19,625 | 0.33% | 0.33% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HSBC HOLDINGS PLC | History | No change | 115,302 | 18,978 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 114,199 | 18,797 | 1.07% | 1.07% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 112,413 | 18,503 | 0.32% | 0.32% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 111,409 | 18,337 | 0.46% | 0.46% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 107,050 | 17,620 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingdom Financial Group LLC. | History | No change | 97,730 | 16,086 | 4.11% | 4.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 97,509 | 16,049 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 94,904 | 15,621 | 0.6% | 0.6% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | No change | 94,471 | 15,549 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bishop & Co Investment Management, LLC | History | No change | 92,765 | 15,269 | 4.7% | 4.7% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Occidental Asset Management, LLC | History | No change | 92,587 | 15,239 | 1.51% | 1.51% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | No change | 89,096 | 14,665 | 0.2% | 0.2% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 86,319 | 14,208 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 84,109 | 13,844 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 83,687 | 13,774 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 83,598 | 13,760 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 81,731 | 13,455 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 81,640 | 13,438 | 0.13% | 0.13% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moran Wealth Management, LLC | History | No change | 78,357 | 12,897 | 0.35% | 0.35% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 78,000 | 12,838 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeWealth Investments, LLC | History | No change | 77,276 | 12,719 | 3.4% | 3.4% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 74,979 | 12,341 | 2.1% | 2.1% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 74,326 | 12,234 | 0.15% | 0.15% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JMG Financial Group, Ltd. | History | No change | 73,795 | 12,146 | 0.29% | 0.29% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 68,855 | 11,333 | 4.63% | 4.63% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| One Capital Management, LLC | History | No change | 77,058 | 11,230 | 0.31% | 0.31% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | No change | 68,063 | 11,203 | 0.81% | 0.81% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 68,028 | 11,197 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 67,423 | 11,097 | 1.13% | 1.13% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 66,581 | 10,959 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MidFirst Bank | History | No change | 62,850 | 10,345 | 0.73% | 0.73% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corundum Group, Inc. | History | No change | 61,801 | 10,172 | 3.02% | 3.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 61,554 | 10,131 | 3.8% | 3.8% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 60,364 | 9,986 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CONNING INC. | History | No change | 59,718 | 9,829 | 0.29% | 0.29% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 58,612 | 9,421 | 1.6% | 0.28% | 108 | +48,730 | 493.12% | Q3 2026 | Oct 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 55,875 | 9,197 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 55,797 | 9,184 | 0.84% | 0.84% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 55,542 | 9,142 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 55,347 | 9,110 | 0.75% | 0.75% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UMB Bank, n.a. | History | No change | 54,824 | 9,024 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 54,079 | 8,901 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inlight Wealth Management, LLC | History | No change | 53,876 | 8,867 | 2.82% | 2.82% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 53,724 | 8,842 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Powell Investment Advisors, LLC | History | No change | 53,243 | 8,763 | 2.77% | 2.77% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 51,861 | 8,536 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 52,781 | 8,483 | 0.96% | 1.0% | 119 | -231 | -0.44% | Q3 2026 | Oct 08, 2026 |
| Cerity Partners LLC | History | No change | 47,666 | 7,845 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 47,350 | 7,793 | 0.25% | 0.25% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| James J. Burns & Company, LLC | History | No change | 47,117 | 7,755 | 0.84% | 0.84% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,141 | 7,738 | 0.05% | 0.06% | 123 | +4,372 | 9.99% | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 46,547 | 7,661 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Processus Wealth & Capital Management, LLC | History | No change | 46,478 | 7,650 | 4.53% | 4.53% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TICINO WEALTH | History | No change | 46,411 | 7,639 | 2.41% | 2.41% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 46,208 | 7,605 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 45,467 | 7,485 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 44,539 | 7,331 | 0.09% | 0.09% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 43,316 | 7,129 | 0.17% | 0.17% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Accredited Investors Inc. | History | No change | 42,995 | 7,076 | 0.31% | 0.31% | 131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 42,775 | 7,040 | 2.21% | 2.21% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 42,307 | 6,963 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,617 | 6,685 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 40,508 | 6,667 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 39,823 | 6,554 | 3.17% | 3.17% | 136 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aldebaran Capital, LLC | History | No change | 39,640 | 6,524 | 4.9% | 4.9% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montgomery Financial Services LLC | History | No change | 39,630 | 6,523 | 5.67% | 5.67% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 38,987 | 6,417 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 38,937 | 6,408 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key Capital Management, INC | History | No change | 38,806 | 6,387 | 3.29% | 3.29% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 38,732 | 6,375 | 1.99% | 1.99% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 38,509 | 6,338 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 37,644 | 6,196 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MERCHANTS CORP | History | No change | 37,494 | 6,171 | 0.22% | 0.22% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 36,928 | 6,078 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simplicity Wealth,LLC | History | No change | 36,715 | 6,043 | 0.2% | 0.2% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 36,033 | 5,931 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kelsey Financial, LLC | History | No change | 36,016 | 5,928 | 4.5% | 4.5% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 35,818 | 5,895 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 34,521 | 5,682 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 33,846 | 5,571 | 0.22% | 0.22% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 33,772 | 5,559 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 33,437 | 5,503 | 0.17% | 0.17% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Councilor Wealth, LLC | History | Reduced | 34,056 | 5,474 | 2.26% | 2.36% | 155 | -1,395 | -3.94% | Q3 2026 | Oct 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 33,039 | 5,438 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 33,788 | 5,431 | 0.88% | 1.13% | 157 | -7,444 | -18.05% | Q3 2026 | Oct 08, 2026 |
| Falcon Wealth Planning | History | No change | 32,213 | 5,302 | 0.33% | 0.33% | 158 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 32,174 | 5,295 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 31,266 | 5,146 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LWM ADVISORS INC | History | Added to | 31,544 | 5,070 | 3.83% | 3.86% | 161 | +98 | 0.31% | Q3 2026 | Oct 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 30,693 | 5,053 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Bank, N.A. | History | No change | 30,065 | 4,948 | 0.53% | 0.53% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 29,976 | 4,934 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Preferred, LLC | History | No change | 29,644 | 4,922 | 0.76% | 0.76% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 29,798 | 4,904 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Widmann Financial Services, Inc. | History | No change | 29,787 | 4,902 | 2.63% | 2.63% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auour Investments LLC | History | No change | 29,101 | 4,790 | 1.37% | 1.37% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 29,028 | 4,777 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 28,947 | 4,764 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,477 | 4,687 | 1.15% | 1.15% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITY HOLDING CO | History | No change | 28,459 | 4,684 | 0.53% | 0.53% | 172 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 27,880 | 4,589 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 27,518 | 4,529 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 27,223 | 4,480 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNEST PARTNERS LLC | History | No change | 27,210 | 4,478 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 27,136 | 4,466 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ascent Group, LLC | History | No change | 26,936 | 4,433 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 26,054 | 4,288 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | No change | 25,992 | 4,278 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 25,829 | 4,251 | 0.24% | 0.24% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 24,826 | 4,086 | 0.71% | 0.71% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 24,658 | 4,058 | 0.28% | 0.28% | 183 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 27,744 | 4,043 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 23,675 | 4,035 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 24,464 | 4,026 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 23,809 | 3,919 | 0.77% | 0.77% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 23,696 | 3,900 | 0.59% | 0.59% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 23,453 | 3,860 | 0.21% | 0.21% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 23,289 | 3,833 | 0.18% | 0.18% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Eukles Asset Management | History | No change | 22,963 | 3,779 | 1.56% | 1.56% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NUANCE INVESTMENTS, LLC | History | No change | 22,856 | 3,762 | 0.64% | 0.64% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 22,592 | 3,718 | 0.6% | 0.6% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EQUITABLE TRUST CO | History | No change | 22,541 | 3,710 | 0.15% | 0.15% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 22,525 | 3,707 | 0.13% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Friday Financial | History | Added to | 22,888 | 3,702 | 0.73% | 0.31% | 196 | +15,922 | 228.57% | Q3 2026 | Oct 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 22,301 | 3,671 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 22,219 | 3,657 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 22,070 | 3,632 | 0.35% | 0.35% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANCE WEALTH, LLC | History | No change | 21,955 | 3,613 | 0.81% | 0.81% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | No change | 21,935 | 3,610 | 1.12% | 1.12% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 21,593 | 3,554 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 21,586 | 3,553 | 0.27% | 0.27% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 21,394 | 3,521 | 1.0% | 1.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 21,246 | 3,497 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 20,972 | 3,452 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Pacific Financial | History | No change | 20,950 | 3,448 | 0.41% | 0.41% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 20,897 | 3,439 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 20,875 | 3,436 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OPPENHEIMER & CO INC | History | No change | 20,809 | 3,425 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 20,805 | 3,424 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 20,657 | 3,400 | 0.18% | 0.18% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Q3 Asset Management | History | No change | 20,541 | 3,381 | 0.62% | 0.62% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Brown,Inc. | History | No change | 20,039 | 3,298 | 0.89% | 0.89% | 214 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 19,763 | 3,252 | 1.76% | 1.76% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,618 | 3,229 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wealthspire Advisors, LLC | History | No change | 19,288 | 3,174 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Blueprint, LLC | History | No change | 19,284 | 3,174 | 0.16% | 0.16% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 19,130 | 3,148 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 19,055 | 3,136 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 19,031 | 3,132 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Squared Financial LLC | History | No change | 18,600 | 3,061 | 2.0% | 2.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,354 | 3,021 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 18,262 | 3,005 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WESBANCO BANK INC | History | No change | 18,223 | 2,999 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 18,155 | 2,992 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 18,145 | 2,986 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 18,127 | 2,983 | 0.13% | 0.13% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 17,965 | 2,957 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 17,912 | 2,948 | 0.27% | 0.27% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17,892 | 2,944 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Telos Capital Management, Inc. | History | No change | 17,820 | 2,933 | 0.26% | 0.26% | 232 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUB Investment Partners, LLC | History | No change | 17,797 | 2,929 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 17,580 | 2,913 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 17,444 | 2,871 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heck Capital Advisors, LLC | History | No change | 17,216 | 2,833 | 0.17% | 0.17% | 236 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 17,167 | 2,825 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LMG Wealth Partners, LLC | History | No change | 17,142 | 2,821 | 0.45% | 0.45% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 17,093 | 2,813 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 17,084 | 2,812 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WHITTIER TRUST CO | History | No change | 16,926 | 2,810 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pointe Capital Management LLC | History | No change | 16,865 | 2,775 | 1.24% | 1.24% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 16,336 | 2,689 | 0.35% | 0.35% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allegheny Financial Group | History | No change | 16,283 | 2,680 | 0.28% | 0.28% | 244 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Noble Family Wealth, LLC | History | No change | 16,244 | 2,673 | 0.48% | 0.48% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ballentine Partners, LLC | History | No change | 16,196 | 2,665 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | No change | 16,074 | 2,645 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF HAWAII | History | No change | 15,971 | 2,628 | 0.13% | 0.13% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 15,825 | 2,604 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MATTERS CAPITAL LLC | History | No change | 15,752 | 2,592 | 1.81% | 1.81% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard National Trust Co | History | No change | 15,554 | 2,560 | 0.14% | 0.14% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 15,536 | 2,557 | 1.08% | 1.08% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 15,112 | 2,487 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 14,640 | 2,410 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peloton Wealth Strategists | History | No change | 14,623 | 2,407 | 0.89% | 0.89% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 14,474 | 2,382 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nvest Financial, LLC | History | No change | 14,458 | 2,379 | 0.75% | 0.75% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 14,381 | 2,367 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 14,339 | 2,360 | 0.34% | 0.34% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Alpine Bank Wealth Management | History | No change | 14,212 | 2,339 | 0.3% | 0.3% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 14,083 | 2,318 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 14,009 | 2,305 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 13,956 | 2,297 | 0.1% | 0.1% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BHK Investment Advisors, LLC | History | No change | 13,873 | 2,283 | 0.68% | 0.68% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 13,784 | 2,273 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tradition Wealth Management, LLC | History | No change | 13,781 | 2,268 | 0.14% | 0.14% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,602 | 2,239 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 13,469 | 2,220 | 0.29% | 0.29% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | No change | 13,400 | 2,205 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,343 | 2,196 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 13,270 | 2,184 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 13,238 | 2,179 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Bank & Trust | History | No change | 12,960 | 2,133 | 0.41% | 0.41% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 12,867 | 2,118 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 12,789 | 2,105 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,625 | 2,078 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,270 | 2,025 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | No change | 12,221 | 2,011 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 11,837 | 1,951 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| National Philanthropic Trust | History | No change | 11,736 | 1,931 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,702 | 1,926 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eagle Strategies LLC | History | No change | 11,673 | 1,921 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Walsh & Associates, LLC | History | No change | 11,665 | 1,920 | 1.57% | 1.57% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 11,581 | 1,906 | 0.65% | 0.65% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Naviter Wealth, LLC | History | No change | 11,521 | 1,896 | 0.17% | 0.17% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 11,489 | 1,891 | 0.09% | 0.09% | 286 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Boston Partners | History | No change | 11,476 | 1,889 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11,322 | 1,863 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vertrix Wealth Management, LLC | History | No change | 11,268 | 1,854 | 0.62% | 0.62% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INSIGHT 2811, INC. | History | No change | 11,213 | 1,845 | 0.71% | 0.71% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 11,170 | 1,838 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | No change | 11,001 | 1,810 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Point Inc. | History | No change | 10,991 | 1,809 | 0.15% | 0.15% | 293 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10,994 | 1,809 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MWA Asset Management | History | No change | 10,983 | 1,807 | 0.82% | 0.82% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Bridge, LLC | History | No change | 10,950 | 1,802 | 0.56% | 0.56% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 10,839 | 1,784 | 0.12% | 0.12% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 10,732 | 1,766 | 0.73% | 0.73% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Secure Asset Management, LLC | History | No change | 10,719 | 1,764 | 0.25% | 0.25% | 299 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | No change | 10,693 | 1,760 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |