iSHARES TRUST - IXJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 13,781,566 | 1,355,830 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Phoenix Financial Ltd. | History | No change | 2,684,000 | 264,051 | 1.8% | 1.8% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fisher Asset Management, LLC | History | No change | 2,113,446 | 207,920 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,030,212 | 101,352 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 945,984 | 93,066 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 786,480 | 77,373 | 0.13% | 0.13% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIL Ltd | History | No change | 776,264 | 76,601 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CI INVESTMENTS INC. | History | No change | 719,900 | 70,823 | 0.23% | 0.23% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 310,990 | 30,943 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 308,296 | 30,330 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 231,651 | 22,789 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 217,217 | 21,370 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 183,020 | 18,008 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 183,017 | 18,005 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 166,548 | 16,384 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 165,149 | 16,247 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 148,494 | 14,608 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 138,873 | 13,662 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 127,640 | 12,557 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 125,906 | 12,386 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | No change | 118,275 | 11,635 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 115,873 | 11,399 | 0.28% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | History | No change | 104,285 | 10,259 | 1.98% | 1.98% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Royal Fund Management, LLC | History | No change | 97,325 | 9,574 | 0.8% | 0.8% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 83,187 | 8,183 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 82,029 | 8,070 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 78,965 | 7,768 | 0.89% | 0.89% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PGIM Custom Harvest LLC | History | No change | 60,434 | 5,945 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FCA CORP /TX | History | No change | 53,846 | 5,297 | 1.3% | 1.3% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 49,180 | 4,838 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 48,221 | 4,743 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 47,800 | 4,702 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 46,105 | 4,537 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 44,915 | 4,418 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Transatlantique SA | History | No change | 44,273 | 4,355 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 41,594 | 4,090 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 41,137 | 4,047 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 38,879 | 3,824 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 38,556 | 3,793 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 37,777 | 3,716 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 31,985 | 3,147 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 31,572 | 3,106 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 30,196 | 2,976 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 28,669 | 2,820 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rathbones Group PLC | History | No change | 27,984 | 2,753 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vontobel Holding Ltd. | History | No change | 26,700 | 2,626 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 26,685 | 2,625 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VIAWEALTH, LLC | History | No change | 26,411 | 2,598 | 1.31% | 1.31% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 24,303 | 2,403 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 24,098 | 2,370 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,952 | 2,356 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 21,766 | 2,141 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 21,729 | 2,137 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 21,367 | 2,102 | 0.47% | 0.47% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REYL & Cie S.A. | History | No change | 21,133 | 1,982 | 2.29% | 2.29% | 55 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Logan Stone Capital, LLC | History | No change | 19,723 | 1,940 | 0.41% | 0.41% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,703 | 1,938 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marotta Asset Management | History | No change | 18,891 | 1,929 | 0.33% | 0.31% | 58 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 19,029 | 1,872 | 0.33% | 0.33% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 18,977 | 1,867 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 18,820 | 1,851 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 18,516 | 1,821 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 17,905 | 1,761 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anson Capital, Inc. | History | No change | 17,109 | 1,683 | 1.09% | 1.09% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Balefire, LLC | History | No change | 17,078 | 1,680 | 0.27% | 0.27% | 65 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | No change | 16,991 | 1,671 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,921 | 1,664 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 16,116 | 1,590 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 16,125 | 1,586 | 0.2% | 0.2% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,503 | 1,525 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | No change | 15,135 | 1,488 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 13,463 | 1,374 | 1.24% | 1.21% | 72 | -100 | -0.74% | Q3 2026 | Oct 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,959 | 1,373 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,328 | 1,311 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 12,675 | 1,250 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Whalen Wealth Management Inc. | History | New | 12,127 | 1,238 | 0.53% | — | 76 | +12,127 | New | Q3 2026 | Oct 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 12,493 | 1,229 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 12,237 | 1,204 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Algorithmic Investment Models, LLC | History | No change | 12,166 | 1,196 | 1.38% | 1.38% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,129 | 1,193 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,988 | 1,179 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Qube Research & Technologies Ltd | History | No change | 11,951 | 1,175 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,917 | 1,172 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 11,781 | 1,159 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,744 | 1,155 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 11,503 | 1,131 | 0.24% | 0.24% | 86 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | No change | 11,003 | 1,082 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,236 | 1,007 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 9,931 | 976 | 0.96% | 0.96% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 9,278 | 947 | 0.03% | 0.02% | 90 | +153 | 1.68% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,320 | 916 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 9,150 | 900 | 0.3% | 0.3% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,784 | 864 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,465 | 832 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 8,300 | 816 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 8,004 | 787 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 7,954 | 782 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,840 | 771 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 7,486 | 736 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,317 | 719 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,290 | 717 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 7,147 | 703 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,961 | 684 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 6,946 | 683 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,815 | 670 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELCO Management Co., LLC | History | No change | 6,627 | 651 | 0.28% | 0.28% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 6,601 | 649 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fosun International Ltd | History | No change | 6,461 | 635 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,276 | 617 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 6,116 | 601 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 5,978 | 588 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Collaborative Capital Advisors LLC | History | No change | 5,962 | 586 | 0.37% | 0.37% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Advisors, LLC | History | No change | 5,799 | 570 | 0.27% | 0.27% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 5,774 | 568 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,712 | 561 | 0.14% | 0.14% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,624 | 553 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DAVENPORT & Co LLC | History | No change | 5,390 | 530 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 5,271 | 524 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,282 | 519 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,283 | 519 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 5,000 | 514 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,798 | 472 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,790 | 471 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,630 | 455 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tepp RIA, LLC | History | No change | 4,588 | 451 | 0.31% | 0.31% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Barry Investment Advisors, LLC | History | No change | 4,582 | 450 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,495 | 445 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ascent Group, LLC | History | No change | 4,468 | 439 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NWAM LLC | History | No change | 4,398 | 432 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 4,352 | 428 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,332 | 426 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | No change | 4,014 | 394 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,962 | 389 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| East Coast Asset Management, LLC. | History | No change | 3,963 | 389 | 0.11% | 0.11% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,900 | 383 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 3,858 | 379 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 3,833 | 377 | 0.37% | 0.37% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,748 | 374 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LM Advisors LLC | History | No change | 3,748 | 370 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,721 | 366 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRON PARTNERS, LLC | History | No change | 3,719 | 365 | 0.14% | 0.14% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,679 | 361 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,635 | 357 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, LLC | History | No change | 3,563 | 350 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 3,557 | 349 | 0.26% | 0.26% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fiduciary Alliance LLC | History | No change | 3,539 | 348 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 3,408 | 341 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,364 | 330 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GFS Advisors, LLC | History | No change | 6,981 | 329 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cordatus Wealth Management LLC | History | No change | 3,338 | 328 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,329 | 327 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,278 | 322 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,272 | 321 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 3,228 | 317 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wharton Business Group, LLC | History | No change | 3,220 | 316 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 3,212 | 315 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 3,118 | 306 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 3,052 | 303 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,000 | 295 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Lido Advisors, LLC | History | No change | 3,007 | 295 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 3,008 | 295 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 2,993 | 294 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Interchange Capital Partners, LLC | History | No change | 2,983 | 293 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,975 | 292 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | No change | 2,942 | 289 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 2,922 | 287 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 2,906 | 285 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Waverly Advisors, LLC | History | No change | 2,877 | 283 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 2,850 | 280 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthstar Advisors, LLC | History | No change | 2,836 | 279 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,830 | 278 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PKS Advisory Services, LLC | History | No change | 2,770 | 272 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 2,695 | 265 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | No change | 2,610 | 256 | 0.2% | 0.2% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,573 | 253 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 2,580 | 253 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 2,443 | 251 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | No change | 2,550 | 250 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 2,535 | 249 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,530 | 248 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 2,500 | 247 | 0.09% | 0.09% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Courage Miller Partners, LLC | History | No change | 2,510 | 246 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2,452 | 241 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 2,445 | 240 | 0.08% | 0.08% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,441 | 240 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,421 | 238 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellectus Partners, LLC | History | No change | 2,400 | 236 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,385 | 234 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Destination Wealth Management | History | No change | 2,360 | 232 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,324 | 228 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 2,298 | 226 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 2,267 | 223 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 2,256 | 221 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nuveen, LLC | History | No change | 2,248 | 221 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 2,250 | 221 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 2,234 | 219 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,218 | 218 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,219 | 218 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARDING LOEVNER LP | History | No change | 2,150 | 215 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,181 | 214 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 2,153 | 211 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Segment Wealth Management, LLC | History | No change | 2,130 | 209 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Investmark Advisory Group LLC | History | No change | 2,126 | 209 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 2,106 | 207 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,109 | 207 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 2,188 | 205 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Slow Capital, Inc. | History | No change | 2,076 | 204 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | No change | 2,072 | 203 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lynx Investment Advisory | History | No change | 2,053 | 201 | 0.07% | 0.07% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COURIER CAPITAL LLC | History | No change | 2,042 | 200 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 196 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,819 | 178 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,667 | 164 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 1,674 | 164 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 1,575 | 154 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,400 | 137 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 1,314 | 129 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sankala Group LLC | History | No change | 1,123 | 116 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,163 | 114 | 0.09% | 0.09% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,126 | 110 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,088 | 107 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | No change | 1,036 | 101 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 1,019 | 100 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 945 | 93 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 872 | 85 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST HORIZON CORP | History | No change | 830 | 81 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EFG International AG | History | No change | 800 | 78 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 732 | 72 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | No change | 729 | 71 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 690 | 67 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 604 | 59 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 604 | 59 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 570 | 56 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 520 | 51 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 495 | 48 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 469 | 46 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LifeSteps Financial, Inc. | History | No change | 441 | 43 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Investment Counsel, Inc | History | No change | 433 | 42 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Paladin Advisory Group, LLC | History | No change | 420 | 41 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 350 | 34 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 350 | 34 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 348 | 34 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 341 | 33 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 315 | 30 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 312 | 30 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Align Financial, LLC | History | No change | 301 | 29 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 292 | 28 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 244 | 24 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bogart Wealth, LLC | History | No change | 252 | 24 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOM Asset Management Ltd | History | No change | 249 | 24 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 230 | 22 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 230 | 22 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 218 | 21 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Grove Bank & Trust | History | No change | 212 | 21 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 218 | 21 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 220 | 21 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 202 | 19 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 200 | 19 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 186 | 18 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NFSG Corp | History | No change | 190 | 18 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 174 | 17 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| North Star Investment Management Corp. | History | No change | 182 | 17 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Downshift Financial, LLC | History | No change | 174 | 17 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 156 | 15 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 150 | 14 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 136 | 13 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | No change | 135 | 13 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 120 | 12 | 0.0% | 0.0% | 270 | -3 | -2.44% | Q3 2026 | Oct 02, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 125 | 12 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 124 | 12 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 105 | 10 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 105 | 10 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atomic Invest LLC | History | No change | 106 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 92 | 9 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 94 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 89 | 8 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Heritage Wealth Advisors | History | No change | 79 | 7 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Capital Management | History | No change | 76 | 7 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 80 | 7 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 73 | 7 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 62 | 6 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mondrian Investment Partners LTD | History | No change | 62 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 61 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pflug Koory, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 60 | 5 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 60 | 5 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aristotle Capital Management, LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 44 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Golden State Wealth Management, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caldwell Trust Co | History | No change | 50 | 4 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 30 | 2 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 24 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 23 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WestEnd Advisors, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |