iSHARES TRUST - IXC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Fisher Asset Management, LLC History No change 2,917,909 143,356 0.04% 0.04% 1 0 0.0% Q2 2026 Aug 04, 2026
MORGAN STANLEY History No change 2,451,088 120,421 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,059,847 52,070 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 781,346 38,387 0.04% 0.04% 4 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 763,840 37,733 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 639,408 31,414 0.55% 0.55% 6 0 0.0% Q2 2026 Jul 23, 2026
Versant Capital Management, Inc History Added to 508,556 28,972 2.48% 2.19% 7 +10,640 2.14% Q3 2026 Oct 01, 2026
GOLDMAN SACHS GROUP INC History No change 586,691 28,824 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
Verger Capital Management LLC History No change 570,320 28,019 8.21% 8.21% 9 0 0.0% Q2 2026 Jul 28, 2026
Treasurer of the State of North Carolina History No change 463,585 22,776 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 403,811 19,839 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 324,155 15,925 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 07, 2026
MFA WEALTH ADVISORS, LLC History No change 304,539 14,961 2.55% 2.55% 13 0 0.0% Q2 2026 Jul 13, 2026
ROYAL BANK OF CANADA History No change 290,022 14,248 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 284,453 13,975 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 275,110 13,516 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 12, 2026
Van Cleef Asset Management,Inc History No change 269,735 13,252 1.35% 1.35% 17 0 0.0% Q2 2026 Aug 03, 2026
WELLS FARGO & COMPANY/MN History No change 235,836 11,586 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Financial Advisory Corp History No change 226,108 11,108 1.47% 1.47% 19 0 0.0% Q2 2026 Jul 09, 2026
MARSHALL WACE, LLP History No change 211,416 10,386 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 208,252 10,231 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 181,700 8,926 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 13, 2026
Morningstar Investment Management LLC History No change 154,885 8,922 0.55% 0.55% 23 0 0.0% Q2 2026 Jul 21, 2026
RAYMOND JAMES FINANCIAL INC History No change 178,369 8,763 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 171,139 8,408 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 168,344 8,270 0.01% 0.01% 26 0 0.0% Q2 2026 Jul 29, 2026
FLOW TRADERS U.S. LLC History No change 158,120 7,768 0.32% 0.32% 27 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Investment Group, LLC History No change 157,645 7,745 0.94% 0.94% 28 0 0.0% Q2 2026 Aug 04, 2026
Sigma Planning Corp History No change 142,509 7,001 0.18% 0.18% 29 0 0.0% Q2 2026 Aug 07, 2026
ALLIANCEBERNSTEIN L.P. History No change 116,360 6,703 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Proficio Capital Partners LLC History No change 136,125 6,687 0.24% 0.24% 31 0 0.0% Q2 2026 Aug 14, 2026
Cambria Investment Management, L.P. History No change 131,464 6,458 0.32% 0.32% 32 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 121,071 5,949 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 114,299 5,615 1.46% 1.46% 34 0 0.0% Q2 2026 Jul 13, 2026
CULLEN/FROST BANKERS, INC. History No change 112,456 5,524 0.05% 0.05% 35 0 0.0% Q2 2026 Jul 27, 2026
Ayalon Insurance Comp Ltd. History No change 107,474 5,280 0.65% 0.65% 36 0 0.0% Q2 2026 Jul 13, 2026
GenTrust, LLC History No change 105,149 5,165 0.2% 0.2% 37 0 0.0% Q2 2026 Aug 06, 2026
Banco Santander, S.A. History No change 97,784 4,804 0.03% 0.03% 38 0 0.0% Q2 2026 Jul 29, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 96,873 4,759 0.0% 0.0% 39 0 0.0% Q2 2026 Sep 23, 2026
STIFEL FINANCIAL CORP History No change 96,620 4,747 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History No change 94,593 4,647 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 03, 2026
Factor Wealth Management LTD History No change 94,559 4,645 0.7% 0.7% 42 0 0.0% Q2 2026 Jul 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 91,498 4,533 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
PGIM Custom Harvest LLC History No change 90,043 4,423 0.06% 0.06% 44 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 85,901 4,220 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 84,800 4,166 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 05, 2026
Envestnet Portfolio Solutions, Inc. History No change 83,169 4,084 0.02% 0.02% 47 0 0.0% Q2 2026 Sep 23, 2026
NORTHLAND SECURITIES, INC. History No change 78,141 3,839 2.24% 2.24% 48 0 0.0% Q2 2026 Aug 04, 2026
SIERRA SUMMIT ADVISORS LLC History No change 71,228 3,499 0.39% 0.39% 49 0 0.0% Q2 2026 Jul 20, 2026
PRUDENTIAL PLC History No change 69,575 3,418 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 68,647 3,372 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 18, 2026
SENTINEL TRUST CO LBA History No change 68,300 3,356 0.3% 0.3% 52 0 0.0% Q2 2026 Jul 13, 2026
Advocate Investing Services LLC History No change 63,195 3,104 2.39% 2.39% 53 0 0.0% Q2 2026 Jul 28, 2026
ABLE Financial Group, LLC History No change 62,535 3,072 0.52% 0.52% 54 0 0.0% Q2 2026 Jul 22, 2026
JPMORGAN CHASE & CO History No change 61,378 3,032 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
Wealthfront Advisers LLC History No change 61,109 3,002 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 60,808 2,987 0.01% 0.01% 57 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 58,777 2,887 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 58,457 2,871 0.0% 0.0% 59 0 0.0% Q2 2026 Jul 28, 2026
Snider Financial Group History No change 52,427 2,575 0.66% 0.66% 60 0 0.0% Q2 2026 Jul 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 52,054 2,557 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 51,950 2,552 0.02% 0.02% 62 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 51,880 2,548 0.05% 0.05% 63 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 43,626 2,143 0.13% 0.13% 64 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 41,956 2,061 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 17, 2026
Dakota Wealth Management History No change 41,120 2,020 0.04% 0.04% 66 0 0.0% Q2 2026 Aug 07, 2026
Alpha Financial Partners LLC History No change 38,490 1,891 0.99% 0.99% 67 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 37,085 1,821 0.01% 0.01% 68 0 0.0% Q2 2026 Jul 28, 2026
ICON ADVISERS INC/CO History No change 37,000 1,817 0.34% 0.34% 69 0 0.0% Q2 2026 Aug 13, 2026
RAINIER FAMILY WEALTH INC History No change 36,312 1,784 1.02% 1.02% 70 0 0.0% Q2 2026 Jul 15, 2026
J. Safra Sarasin Holding AG History No change 29,621 1,706 0.02% 0.02% 71 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History No change 34,900 1,697 0.0% 0.0% 72 0 0.0% Q2 2026 Jul 27, 2026
Waverly Advisors, LLC History No change 34,213 1,680 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
PSI Advisors, LLC History No change 33,666 1,654 0.38% 0.38% 74 0 0.0% Q2 2026 Aug 03, 2026
Point72 Asset Management, L.P. History No change 33,590 1,650 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 32,705 1,606 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 27, 2026
Pathstone Holdings, LLC History No change 32,371 1,590 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 31,508 1,547 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History No change 31,357 1,540 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 31,352 1,540 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 29,524 1,450 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Chesley Taft & Associates LLC History No change 28,012 1,376 0.05% 0.05% 82 0 0.0% Q2 2026 Jul 08, 2026
Creative Planning History No change 27,101 1,331 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 25,913 1,273 0.13% 0.13% 84 0 0.0% Q2 2026 Jul 24, 2026
Vontobel Holding Ltd. History No change 25,000 1,228 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 03, 2026
Affiance Financial, LLC History No change 24,768 1,216 0.17% 0.17% 86 0 0.0% Q2 2026 Jul 09, 2026
Integrated Wealth Concepts LLC History No change 24,730 1,215 0.01% 0.01% 87 0 0.0% Q2 2026 Sep 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 23,789 1,213 0.0% 0.0% 88 0 0.0% Q2 2026 Jul 15, 2026
CreativeOne Wealth, LLC History No change 24,680 1,212 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 24,256 1,191 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 24,009 1,179 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
Rathbones Group PLC History No change 23,603 1,159 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 23,532 1,156 0.01% 0.01% 93 0 0.0% Q2 2026 Jul 20, 2026
Modern Wealth Management, LLC History No change 23,539 1,156 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 23,516 1,155 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 23,222 1,140 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 13, 2026
DARA CAPITAL US, INC. History No change 22,050 1,083 0.75% 0.75% 97 0 0.0% Q2 2026 Jul 23, 2026
Climber Capital SA History No change 21,549 1,056 0.65% 0.65% 98 0 0.0% Q2 2026 Jul 22, 2026
Brookwood Investment Group LLC History No change 20,870 1,025 0.12% 0.12% 99 0 0.0% Q2 2026 Jul 23, 2026
MAI Capital Management History No change 19,602 963 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 18,989 932 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 18,797 923 0.05% 0.05% 102 0 0.0% Q2 2026 Jul 20, 2026
Vantage Point Financial LLC History No change 17,212 845 0.26% 0.26% 103 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 17,086 839 0.01% 0.01% 104 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 16,598 815 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 03, 2026
Abbot Financial Management, Inc. History No change 16,532 812 0.28% 0.28% 106 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 16,446 807 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 16,244 798 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 28, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 16,102 791 0.04% 0.04% 109 0 0.0% Q2 2026 Aug 14, 2026
WATERSHED PRIVATE WEALTH LLC History No change 15,823 777 0.22% 0.22% 110 0 0.0% Q2 2026 Jul 17, 2026
ICICI Prudential Asset Management Co Ltd History No change 15,750 774 0.08% 0.08% 111 0 0.0% Q2 2026 Aug 06, 2026
Wealth Management Associates, Inc. History No change 15,610 766 0.21% 0.21% 112 0 0.0% Q2 2026 Jul 21, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 15,225 748 0.39% 0.39% 113 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 14,798 727 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 14,553 714 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 14,283 701 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 13,670 665 0.03% 0.03% 117 0 0.0% Q2 2026 Jul 28, 2026
Advisory Alpha, LLC History No change 13,506 663 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 13,203 648 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Union Bancaire Privee, UBP SA History No change 13,497 648 0.01% 0.01% 120 0 0.0% Q2 2026 Jul 16, 2026
Concurrent Investment Advisors, LLC History No change 12,979 637 0.01% 0.01% 121 0 0.0% Q2 2026 Jul 27, 2026
Farther Finance Advisors, LLC History No change 12,435 610 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 17, 2026
Quantinno Capital Management LP History No change 12,373 607 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Lynx Investment Advisory History No change 12,288 603 0.2% 0.2% 124 0 0.0% Q2 2026 Jul 27, 2026
Schorn Wealth LLC History No change 12,245 601 0.16% 0.16% 125 0 0.0% Q2 2026 Jul 31, 2026
Ameraudi Asset Management, Inc. History No change 12,190 598 0.27% 0.27% 126 0 0.0% Q2 2026 Aug 06, 2026
FMR LLC History No change 12,052 592 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
TPG Advisors LLC History No change 12,002 589 0.32% 0.32% 128 0 0.0% Q2 2026 Jul 29, 2026
Sowell Financial Services LLC History No change 11,976 588 0.02% 0.02% 129 0 0.0% Q2 2026 Jul 17, 2026
BCO Wealth Management LLC History No change 11,399 560 0.31% 0.31% 130 0 0.0% Q2 2026 Jul 14, 2026
Fort Sheridan Advisors LLC History No change 11,328 556 0.06% 0.06% 131 0 0.0% Q2 2026 Aug 05, 2026
JANE STREET GROUP, LLC History No change 11,200 550 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 11,182 549 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 14, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 11,167 548 0.54% 0.54% 134 0 0.0% Q2 2026 Jul 21, 2026
Cerity Partners LLC History No change 11,076 544 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 10,283 540 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 14, 2026
Rockefeller Capital Management L.P. History No change 10,987 539 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
Wealth Management Partners, LLC History No change 10,962 538 0.13% 0.13% 138 0 0.0% Q2 2026 Jul 22, 2026
Centerpoint Advisors, LLC History No change 10,782 530 0.15% 0.15% 139 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 10,639 522 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 10,597 520 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 19, 2026
LOM Asset Management Ltd History No change 10,430 512 0.13% 0.13% 142 0 0.0% Q2 2026 Aug 04, 2026
J.Safra Asset Management Corp History No change 10,079 495 0.02% 0.02% 143 0 0.0% Q2 2026 Aug 06, 2026
EVERETT HARRIS & CO /CA/ History No change 10,000 491 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 9,913 487 0.02% 0.02% 145 0 0.0% Q2 2026 Jul 31, 2026
Steward Partners Investment Advisory, LLC History No change 9,833 483 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 9,830 482 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
Ifrah Financial Services, Inc. History No change 9,313 457 0.11% 0.11% 148 0 0.0% Q2 2026 Jul 21, 2026
BRIGHTON JONES LLC History No change 9,300 456 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 11, 2026
Detalus Advisors, LLC History No change 9,271 455 0.09% 0.09% 150 0 0.0% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 8,885 436 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Legacy Wealth Managment, LLC/ID History No change 8,647 424 0.17% 0.17% 152 0 0.0% Q2 2026 Aug 13, 2026
First Heartland Consultants, Inc. History No change 8,593 422 0.03% 0.03% 153 0 0.0% Q2 2026 Jul 08, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 7,364 419 0.0% 0.0% 154 0 0.0% Q3 2026 Oct 05, 2026
Verity Asset Management, Inc. History No change 8,456 415 0.16% 0.16% 155 0 0.0% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History No change 8,372 411 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 17, 2026
Private Advisor Group, LLC History No change 8,340 409 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 27, 2026
BESSEMER GROUP INC History No change 8,290 407 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
Clear Creek Financial Management, LLC History No change 8,088 397 0.03% 0.03% 159 0 0.0% Q2 2026 Jul 27, 2026
Walkner Condon Financial Advisors LLC History No change 8,050 395 0.05% 0.05% 160 0 0.0% Q2 2026 Jul 27, 2026
Baker Ellis Asset Management LLC History No change 7,975 391 0.04% 0.04% 161 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 7,750 380 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 7,445 365 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Solstein Capital, LLC History No change 7,283 357 0.12% 0.12% 164 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 7,286 357 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 06, 2026
ProCore Advisors, LLC History No change 7,210 354 0.44% 0.44% 166 0 0.0% Q2 2026 Jul 27, 2026
Mesirow Financial Investment Management, Inc. History No change 6,977 342 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 22, 2026
IEQ CAPITAL, LLC History No change 6,779 333 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 11, 2026
BFI Wealth Solutions, LLC History No change 6,709 329 0.24% 0.24% 169 0 0.0% Q2 2026 Aug 07, 2026
Y-Intercept (Hong Kong) Ltd History No change 6,684 328 0.01% 0.01% 170 0 0.0% Q2 2026 Jul 13, 2026
J.W. COLE ADVISORS, INC. History No change 6,663 327 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 21, 2026
Sovran Advisors, LLC History No change 6,008 321 0.02% 0.02% 172 0 0.0% Q2 2026 Jul 29, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 6,536 321 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 03, 2026
Janney Montgomery Scott LLC History No change 6,417 315 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 6,220 305 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 6,198 304 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 14, 2026
Elmwood Wealth Management, Inc. History No change 6,200 304 0.08% 0.08% 177 0 0.0% Q2 2026 Jul 07, 2026
Mutual Advisors, LLC History No change 6,008 295 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 5,947 292 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 17, 2026
CoreCap Advisors, LLC History No change 5,926 291 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 06, 2026
CITADEL ADVISORS LLC History No change 5,794 284 0.0% 0.0% 181 0 0.0% Q2 2026 Sep 02, 2026
Daiwa Securities Group Inc. History No change 5,600 275 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 31, 2026
CHOREO, LLC History No change 5,528 271 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 04, 2026
CAPITAL ADVISORS INC/OK History No change 5,500 270 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 22, 2026
1834 INVESTMENT ADVISORS CO History No change 5,487 269 0.03% 0.03% 185 0 0.0% Q2 2026 Jul 30, 2026
Compound Planning, Inc. History No change 5,421 266 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 04, 2026
Corecam Pte. Ltd. History No change 5,420 266 0.1% 0.1% 187 0 0.0% Q2 2026 Jul 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 5,381 264 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 07, 2026
Maridea Wealth Management LLC History No change 5,243 257 0.03% 0.03% 189 0 0.0% Q2 2026 Aug 06, 2026
MGO ONE SEVEN LLC History No change 5,151 253 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 31, 2026
SALEM INVESTMENT COUNSELORS INC History No change 5,100 250 0.01% 0.01% 191 0 0.0% Q2 2026 Jul 14, 2026
Anchor Investment Management, LLC History No change 5,053 248 0.02% 0.02% 192 0 0.0% Q2 2026 Sep 15, 2026
Townsend & Associates, Inc History No change 4,625 248 0.02% 0.02% 193 0 0.0% Q2 2026 Jul 22, 2026
Montecito Bank & Trust History No change 4,326 246 0.04% 0.03% 194 0 0.0% Q3 2026 Oct 01, 2026
STEPHENS INC /AR/ History No change 5,000 245 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 29, 2026
BRIGHT FINANCIAL ADVISORS, INC. History No change 5,000 245 0.1% 0.1% 196 0 0.0% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History No change 4,984 244 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 10, 2026
SIMON QUICK ADVISORS, LLC History No change 4,912 241 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 28, 2026
Legacy Advisors, LLC History No change 4,915 241 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 4,925 241 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Advisors, LLC History No change 4,893 240 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 4,170 240 0.03% 0.03% 202 0 0.0% Q2 2026 Aug 05, 2026
MBA Advisors LLC History No change 4,848 238 0.08% 0.08% 203 0 0.0% Q2 2026 Jul 28, 2026
Mariner, LLC History No change 4,812 236 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 4,763 234 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 4,774 234 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 4,701 230 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 05, 2026
Interchange Capital Partners, LLC History No change 4,623 227 0.04% 0.04% 208 0 0.0% Q2 2026 Jul 20, 2026
Millstone Evans Group, LLC History No change 4,535 222 0.12% 0.12% 209 0 0.0% Q2 2026 Aug 11, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,500 221 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 20, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 4,465 219 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 11, 2026
Turtle Creek Wealth Advisors, LLC History No change 4,412 216 0.01% 0.01% 212 0 0.0% Q2 2026 Jul 27, 2026
Fort Point Capital Partners LLC History No change 4,358 214 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 4,327 212 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 11, 2026
71 West Capital Partners History No change 4,318 212 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 04, 2026
CURA WEALTH ADVISORS, LLC History No change 4,300 211 0.09% 0.09% 216 0 0.0% Q2 2026 Aug 06, 2026
US BANCORP \DE\ History No change 4,225 207 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 4,156 204 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 06, 2026
RCW Management, LLC History No change 4,146 203 0.18% 0.18% 219 0 0.0% Q2 2026 Jul 21, 2026
Krilogy Financial LLC History No change 4,086 200 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 27, 2026
MATHER GROUP, LLC. History No change 4,014 197 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 27, 2026
Spire Wealth Management History No change 3,999 196 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 15, 2026
Provenance Wealth Advisors, LLC History No change 3,916 192 0.02% 0.02% 223 0 0.0% Q2 2026 Jul 24, 2026
HUNTINGTON NATIONAL BANK History No change 3,680 180 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 3,197 157 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History No change 3,206 157 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 03, 2026
Provident Wealth Management, LLC History No change 2,500 122 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 04, 2026
Ascentis Independent Advisors History No change 2,394 117 0.32% 0.32% 228 0 0.0% Q2 2026 Aug 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,305 113 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 24, 2026
Advanced Asset Management Advisors Inc History No change 2,226 109 0.03% 0.03% 230 0 0.0% Q2 2026 Jul 16, 2026
Rosenberg Matthew Hamilton History No change 1,817 103 0.02% 0.02% 231 0 0.0% Q3 2026 Oct 05, 2026
Allworth Financial LP History No change 1,926 94 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 1,899 93 0.03% 0.03% 233 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 1,827 89 0.0% 0.0% 234 0 0.0% Q2 2026 Jul 29, 2026
Blue Trust, Inc. History No change 1,722 84 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 21, 2026
Comprehensive Financial Planning, Inc./PA History No change 1,649 81 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 10, 2026
Powell Investment Advisors, LLC History No change 1,483 72 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 28, 2026
HARBOUR INVESTMENTS, INC. History No change 1,421 69 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 12, 2026
Winch Advisory Services, LLC History No change 1,309 64 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,292 63 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 13, 2026
Nalls Sherbakoff Group, LLC History No change 1,210 59 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 17, 2026
Pinnacle Bancorp, Inc. History No change 1,159 56 0.01% 0.01% 242 0 0.0% Q2 2026 Jul 28, 2026
Synergy Investment Management, LLC History No change 1,083 53 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 14, 2026
BOKF, NA History No change 1,014 49 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 10, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 1,000 49 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 10, 2026
Concord Wealth Partners History No change 987 48 0.01% 0.01% 246 0 0.0% Q2 2026 Jul 27, 2026
Fortitude Family Office, LLC History No change 988 48 0.01% 0.01% 247 0 0.0% Q2 2026 Jul 20, 2026
Elevated Capital Advisors, LLC History No change 972 47 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 03, 2026
Dunhill Financial, LLC History No change 943 46 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 07, 2026
Hyposwiss Advisors SA History No change 944 46 0.04% 0.04% 250 0 0.0% Q2 2026 Jul 21, 2026
IMG Wealth Management, Inc. History No change 862 42 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 07, 2026
GLENMEDE TRUST CO NA History No change 849 41 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 10, 2026
WELLINGTON-ALTUS USA INC. History No change 725 41 0.03% 0.03% 253 0 0.0% Q2 2026 Sep 17, 2026
IFP Advisors, Inc History No change 799 39 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 20, 2026
NFSG Corp History No change 771 37 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 14, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 730 36 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 18, 2026
CX Institutional History New 604 34 0.0% — 259 +604 New Q3 2026 Oct 02, 2026
Bank of New Hampshire History No change 600 34 0.01% 0.01% 257 0 0.0% Q3 2026 Oct 06, 2026
Nova Wealth Management, Inc. History No change 704 34 0.02% 0.02% 258 0 0.0% Q2 2026 Jul 13, 2026
EverSource Wealth Advisors, LLC History No change 671 32 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 638 31 0.0% 0.0% 261 0 0.0% Q2 2026 Jul 07, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 617 30 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 629 30 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 05, 2026
Glen Eagle Advisors, LLC History No change 614 30 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History No change 576 28 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 21, 2026
BARRETT & COMPANY, INC. History No change 551 27 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 24, 2026
AlphaCore Capital LLC History No change 563 27 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 06, 2026
EFG International AG History No change 550 27 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 500 24 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 28, 2026
KERR FINANCIAL PLANNING Corp History No change 500 24 0.03% 0.03% 270 0 0.0% Q2 2026 Jul 02, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 107 24 0.03% 0.03% 271 0 0.0% Q2 2026 Jul 27, 2026
SYM FINANCIAL Corp History No change 475 23 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 04, 2026
ASSETMARK, INC History No change 484 23 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 30, 2026
Integrity Financial Corp /WA History No change 463 22 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 31, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 433 21 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 440 21 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 429 21 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 21, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 437 21 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 17, 2026
Manchester Capital Management LLC History No change 400 19 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 400 19 0.01% 0.01% 280 0 0.0% Q2 2026 Jul 23, 2026
Sava Infond d.o.o. History No change 380 18 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 16, 2026
Collier Financial History No change 348 17 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 30, 2026
LANARK FINANCIAL, INC. History No change 315 15 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 325 15 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 312 15 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 304 14 0.0% 0.0% 286 0 0.0% Q2 2026 Jul 31, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 303 14 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 300 14 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 30, 2026
Downshift Financial, LLC History No change 277 13 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 12, 2026
Minot DeBlois Advisors LLC History No change 250 12 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 259 12 0.0% 0.0% 291 0 0.0% Q2 2026 Jul 22, 2026
BlackRock, Inc. History No change 248 12 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 07, 2026
Kiker Wealth Management, LLC History No change 250 12 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 236 11 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 27, 2026
SIMPLEX TRADING, LLC History No change 236 11 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 206 10 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 20, 2026
Rachor Investment Advisory Services, LLC History No change 217 10 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 16, 2026
Pacifica Partners Inc. History No change 188 9 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 13, 2026
SITTNER & NELSON, LLC History No change 193 9 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History No change 192 9 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 07, 2026