iSHARES TRUST - IXUS

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
BlackRock, Inc. History No change 274,117,987 26,161,820 0.39% 0.39% 1 0 0.0% Q2 2026 Aug 07, 2026
Acorns Advisers, LLC History No change 37,327,069 3,562,495 23.23% 23.23% 2 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 25,793,599 2,234,757 0.74% 0.74% 3 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 12,009,882 1,146,223 0.27% 0.27% 4 0 0.0% Q2 2026 Sep 23, 2026
US BANCORP \DE\ History No change 11,650,196 1,111,894 1.21% 1.21% 5 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,690,453 1,020,296 1.56% 1.56% 6 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 9,990,270 953,471 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 8,096,593 772,738 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 7,913,764 755,289 4.18% 4.18% 9 0 0.0% Q2 2026 Jul 24, 2026
Focus Partners Wealth History No change 6,980,418 666,211 0.68% 0.68% 10 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 6,296,845 600,970 2.99% 2.99% 11 0 0.0% Q2 2026 Jul 17, 2026
Pathstone Holdings, LLC History No change 5,389,360 514,360 1.5% 1.5% 12 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 5,023,941 479,484 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 07, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 3,160,758 301,665 9.67% 9.67% 14 0 0.0% Q2 2026 Aug 12, 2026
AMICA MUTUAL INSURANCE CO History No change 3,083,208 294,508 24.53% 24.53% 15 0 0.0% Q2 2026 Aug 05, 2026
Clark Capital Management Group, Inc. History No change 2,941,250 280,712 1.53% 1.53% 16 0 0.0% Q2 2026 Aug 11, 2026
Waldron Private Wealth LLC History No change 2,890,655 275,883 9.55% 9.55% 17 0 0.0% Q2 2026 Jul 20, 2026
UBS Group AG History No change 2,513,209 239,860 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 2,455,521 233,930 0.25% 0.25% 19 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,335,950 222,944 0.03% 0.03% 20 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 2,187,306 208,716 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 14, 2026
Fund Evaluation Group, LLC History No change 2,134,934 203,758 5.5% 5.5% 22 0 0.0% Q2 2026 Aug 07, 2026
DAVIDSON INVESTMENT ADVISORS History No change 2,122,254 202,547 8.28% 8.28% 23 0 0.0% Q2 2026 Jul 21, 2026
WELLS FARGO & COMPANY/MN History No change 2,061,566 196,755 0.03% 0.03% 24 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 1,909,445 182,237 0.18% 0.18% 25 0 0.0% Q2 2026 Aug 05, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 1,807,604 172,517 10.41% 10.41% 26 0 0.0% Q2 2026 Jul 31, 2026
AMG National Trust Bank History No change 1,799,901 171,782 3.52% 3.52% 27 0 0.0% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History No change 1,771,279 169,050 0.15% 0.15% 28 0 0.0% Q2 2026 Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management History No change 1,680,304 160,367 4.28% 4.28% 29 0 0.0% Q2 2026 Aug 07, 2026
Hardy Reed LLC History No change 1,585,303 151,301 9.71% 9.71% 30 0 0.0% Q2 2026 Aug 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,571,026 149,938 0.19% 0.19% 31 0 0.0% Q2 2026 Jul 29, 2026
Janney Montgomery Scott LLC History No change 1,525,461 145,590 0.28% 0.28% 32 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,521,349 145,197 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 1,404,457 134,041 1.3% 1.3% 34 0 0.0% Q2 2026 Aug 05, 2026
Orion Porfolio Solutions, LLC History No change 1,292,181 123,325 0.94% 0.94% 35 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 1,232,210 117,602 0.5% 0.5% 36 0 0.0% Q2 2026 Aug 11, 2026
Compass Ion Advisors, LLC History No change 1,152,135 109,959 9.48% 9.48% 37 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 1,147,148 109,509 0.13% 0.13% 38 0 0.0% Q2 2026 Aug 14, 2026
BANK OF HAWAII History No change 1,137,805 108,592 5.36% 5.36% 39 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 1,047,523 99,975 0.94% 0.94% 40 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,026,979 97,063 0.04% 0.04% 41 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 987,573 93,612 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 956,986 91,334 1.68% 1.68% 43 0 0.0% Q2 2026 Aug 06, 2026
Capstone Financial Advisors, Inc. History No change 911,328 86,977 4.24% 4.24% 44 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 903,923 86,270 0.2% 0.2% 45 0 0.0% Q2 2026 Jul 27, 2026
TRUE Private Wealth Advisors History No change 862,127 82,281 7.1% 7.1% 46 0 0.0% Q2 2026 Jul 23, 2026
ALERUS FINANCIAL NA History No change 845,112 80,657 3.53% 3.53% 47 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 842,622 80,419 0.44% 0.44% 48 0 0.0% Q2 2026 Aug 11, 2026
LOWE BROCKENBROUGH & CO INC History No change 760,416 72,574 3.23% 3.23% 49 0 0.0% Q2 2026 Aug 03, 2026
Aviso Financial Inc. History No change 745,177 71,119 2.47% 2.47% 50 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Management, LLC History No change 728,716 69,548 3.64% 3.64% 51 0 0.0% Q2 2026 Jul 09, 2026
Forvis Mazars Wealth Advisors, LLC History No change 728,090 69,488 1.16% 1.16% 52 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 666,181 63,579 0.09% 0.09% 53 0 0.0% Q2 2026 Aug 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 633,567 60,467 0.03% 0.03% 54 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 624,773 59,627 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 12, 2026
Tiller Private Wealth, Inc. History No change 621,092 59,276 18.57% 18.57% 56 0 0.0% Q2 2026 Jul 24, 2026
M&T BANK CORP History No change 616,609 58,849 0.17% 0.17% 57 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 594,031 56,694 0.29% 0.29% 58 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 591,873 56,488 0.66% 0.66% 59 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 576,881 55,057 0.11% 0.11% 60 0 0.0% Q2 2026 Aug 07, 2026
Adventist Health System/ West History No change 552,898 52,768 8.27% 8.27% 61 0 0.0% Q2 2026 Aug 14, 2026
Astoria Strategic Wealth, Inc. History No change 542,748 51,799 11.83% 11.83% 62 0 0.0% Q2 2026 Jul 16, 2026
Chesley Taft & Associates LLC History No change 540,179 51,554 2.01% 2.01% 63 0 0.0% Q2 2026 Jul 08, 2026
EQUITABLE TRUST CO History No change 529,756 50,559 2.11% 2.11% 64 0 0.0% Q2 2026 Jul 23, 2026
FACTORY MUTUAL INSURANCE CO History No change 524,000 50,010 0.47% 0.47% 65 0 0.0% Q2 2026 Jul 21, 2026
Waverly Advisors, LLC History No change 518,215 49,458 0.29% 0.29% 66 0 0.0% Q2 2026 Aug 14, 2026
Bricktown Capital, LLC History No change 514,044 49,060 8.86% 8.86% 67 0 0.0% Q2 2026 Jul 15, 2026
Allen Investment Management, LLC History No change 480,805 45,888 0.54% 0.54% 68 0 0.0% Q2 2026 Aug 05, 2026
Johnson Financial Group, Inc. History No change 469,910 44,848 1.47% 1.47% 69 0 0.0% Q2 2026 Aug 10, 2026
Geneos Wealth Management Inc. History No change 463,174 44,205 0.9% 0.9% 70 0 0.0% Q2 2026 Aug 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 449,280 42,879 0.05% 0.05% 71 0 0.0% Q2 2026 Aug 19, 2026
Standpoint Asset Management, LLC History No change 444,300 42,403 8.89% 8.89% 72 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 462,244 40,261 0.67% 0.67% 73 0 0.0% Q2 2026 Aug 13, 2026
SWF LLC History No change 412,419 39,361 2.63% 2.63% 74 0 0.0% Q2 2026 Aug 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 409,902 39,121 3.38% 3.38% 75 0 0.0% Q2 2026 Jul 27, 2026
PRINCIPAL SECURITIES, INC. History No change 404,333 38,589 0.46% 0.46% 76 0 0.0% Q2 2026 Aug 04, 2026
Graney & King, LLC History No change 397,614 37,948 13.64% 13.64% 77 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 385,388 36,781 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 361,898 34,539 0.1% 0.1% 79 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History No change 348,109 33,223 0.6% 0.6% 80 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Partners, LLC History No change 336,456 32,111 3.89% 3.89% 81 0 0.0% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History No change 325,020 31,019 4.12% 4.12% 82 0 0.0% Q2 2026 Aug 05, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 320,820 30,619 6.2% 6.2% 83 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 311,599 29,739 0.19% 0.19% 84 0 0.0% Q2 2026 Sep 08, 2026
Wick Capital Partners, LLC History No change 294,580 28,114 4.24% 4.24% 85 0 0.0% Q2 2026 Aug 14, 2026
REGATTA CAPITAL GROUP, LLC History No change 289,517 27,631 3.72% 3.72% 86 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 277,937 26,526 0.18% 0.18% 87 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 273,452 26,098 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 272,923 26,047 0.26% 0.26% 89 0 0.0% Q2 2026 Jul 15, 2026
Creative Planning History No change 269,832 25,752 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 13, 2026
Ullmann Wealth Partners Group, LLC History No change 267,386 25,519 2.32% 2.32% 91 0 0.0% Q2 2026 Aug 10, 2026
Alliance Wealth Advisors, LLC /UT History No change 266,800 25,463 4.8% 4.8% 92 0 0.0% Q2 2026 Jul 23, 2026
49 WEALTH MANAGEMENT, LLC History No change 265,293 25,319 4.83% 4.83% 93 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 265,293 25,319 4.83% 4.83% 94 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 258,912 24,710 0.04% 0.04% 95 0 0.0% Q2 2026 Jul 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 253,609 24,163 0.04% 0.04% 96 0 0.0% Q2 2026 Jul 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 237,405 22,657 1.66% 1.66% 97 0 0.0% Q2 2026 Aug 03, 2026
Magnolia Wealth Management, LLC History No change 234,771 22,406 11.73% 11.73% 98 0 0.0% Q2 2026 Jul 14, 2026
Finley Financial, LLC History No change 228,192 21,778 8.77% 8.77% 99 0 0.0% Q2 2026 Jul 08, 2026
Patrick Mauro Investment Advisor, INC. History No change 227,748 21,736 10.92% 10.92% 100 0 0.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History No change 227,271 21,690 0.25% 0.25% 101 0 0.0% Q2 2026 Aug 12, 2026
MontVue Capital Management, Inc. History No change 220,795 21,072 12.12% 12.12% 102 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 219,975 20,994 0.1% 0.1% 103 0 0.0% Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History No change 216,735 20,685 0.13% 0.13% 104 0 0.0% Q2 2026 Jul 20, 2026
Strategic Point Investment Advisors, LLC History No change 215,909 20,606 2.68% 2.68% 105 0 0.0% Q2 2026 Jul 08, 2026
Tide Cove Capital Partners LLC History No change 202,436 19,545 12.65% 12.65% 106 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 203,450 19,417 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
Spectrum Investment Advisors, Inc. History No change 201,581 19,238 7.87% 7.87% 108 0 0.0% Q2 2026 Jul 30, 2026
Vestmark Advisory Solutions, Inc. History No change 197,891 18,886 0.18% 0.18% 109 0 0.0% Q2 2026 Aug 14, 2026
FIRST HAWAIIAN BANK History No change 197,871 18,884 2.39% 2.39% 110 0 0.0% Q2 2026 Jul 13, 2026
ES4, LLC History No change 195,098 18,620 9.78% 9.78% 111 0 0.0% Q2 2026 Jul 29, 2026
St. Louis Trust Co History No change 84,346 18,433 2.11% 2.11% 112 0 0.0% Q2 2026 Jul 30, 2026
Dynasty Wealth Management, LLC History No change 189,668 18,101 0.13% 0.13% 113 0 0.0% Q2 2026 Aug 13, 2026
McKinley Carter Wealth Services, Inc. History No change 189,126 18,050 0.93% 0.93% 114 0 0.0% Q2 2026 Jul 28, 2026
EP Wealth Advisors, LLC History No change 188,288 17,970 0.07% 0.07% 115 0 0.0% Q2 2026 Aug 11, 2026
Baker Ellis Asset Management LLC History No change 186,101 17,761 1.84% 1.84% 116 0 0.0% Q2 2026 Jul 23, 2026
CADINHA & CO LLC History No change 184,768 17,634 2.61% 2.61% 117 0 0.0% Q2 2026 Jul 28, 2026
SPINNAKER TRUST History No change 184,159 17,576 0.85% 0.85% 118 0 0.0% Q2 2026 Aug 03, 2026
White Lighthouse Investment Management Inc. History No change 182,901 17,456 2.18% 2.18% 119 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 182,082 17,377 0.27% 0.27% 120 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 178,576 17,043 0.1% 0.1% 121 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 178,529 17,037 0.19% 0.19% 122 0 0.0% Q2 2026 Aug 04, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 178,358 17,022 0.78% 0.78% 123 0 0.0% Q2 2026 Jul 28, 2026
AssuredPartners Investment Advisors, LLC History No change 175,684 16,767 1.62% 1.62% 124 0 0.0% Q2 2026 Aug 10, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 173,127 16,523 4.46% 4.46% 125 0 0.0% Q2 2026 Aug 07, 2026
FMR LLC History No change 172,370 16,450 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Goldstein Advisors, LLC History No change 168,051 16,038 1.47% 1.47% 127 0 0.0% Q2 2026 Jul 20, 2026
Kastel Capital Advisors, LLC History No change 184,076 15,948 10.09% 10.09% 128 0 0.0% Q2 2026 Jul 09, 2026
GOLDMAN SACHS GROUP INC History No change 166,979 15,936 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Trinity Wealth Management, LLC History No change 166,651 15,905 5.05% 5.05% 130 0 0.0% Q2 2026 Jul 07, 2026
Rockefeller Capital Management L.P. History No change 163,548 15,609 0.02% 0.02% 131 0 0.0% Q2 2026 Aug 13, 2026
TD Capital Management LLC History No change 155,513 14,842 1.21% 1.21% 132 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 153,815 14,680 0.03% 0.03% 133 0 0.0% Q2 2026 Aug 14, 2026
Financial Designs Corp History No change 153,403 14,640 7.85% 7.85% 134 0 0.0% Q2 2026 Jul 10, 2026
ASSETMARK, INC History No change 207,433 14,617 0.03% 0.03% 135 0 0.0% Q2 2026 Jul 30, 2026
Verus Financial Partners, Inc. History No change 147,737 14,100 1.21% 1.21% 136 0 0.0% Q2 2026 Jul 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 144,003 13,744 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 143,229 13,669 4.95% 4.95% 138 0 0.0% Q2 2026 Aug 10, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 142,981 13,646 1.73% 1.73% 139 0 0.0% Q2 2026 Jul 31, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 141,607 13,514 0.18% 0.18% 140 0 0.0% Q2 2026 Jul 15, 2026
Wealthcare Advisory Partners LLC History No change 140,901 13,447 0.25% 0.25% 141 0 0.0% Q2 2026 Jul 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 138,737 13,241 0.04% 0.04% 142 0 0.0% Q2 2026 Jul 28, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 137,758 13,147 1.29% 1.29% 143 0 0.0% Q2 2026 Jul 28, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 137,189 13,093 2.34% 2.34% 144 0 0.0% Q2 2026 Aug 17, 2026
Eldridge Investment Advisors, Inc. History No change 136,061 12,985 2.57% 2.57% 145 0 0.0% Q2 2026 Aug 10, 2026
FORTE ASSET MANAGEMENT LLC History No change 135,907 12,970 5.3% 5.3% 146 0 0.0% Q2 2026 Jul 21, 2026
Traveka Wealth, LLC History No change 135,685 12,949 4.31% 4.31% 147 0 0.0% Q2 2026 Jul 21, 2026
MONEY CONCEPTS CAPITAL CORP History No change 135,268 12,909 0.6% 0.6% 148 0 0.0% Q2 2026 Aug 04, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 132,348 12,631 0.46% 0.46% 149 0 0.0% Q2 2026 Jul 13, 2026
SYKON CAPITAL LLC History No change 132,289 12,625 3.89% 3.89% 150 0 0.0% Q2 2026 Aug 12, 2026
Skyline Advisors, Inc. History No change 131,900 12,588 3.95% 3.95% 151 0 0.0% Q2 2026 Jul 20, 2026
Carl P. Sherr & Co., LLC History No change 128,087 12,224 5.12% 5.12% 152 0 0.0% Q2 2026 Jul 31, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 124,908 11,921 3.12% 3.12% 153 0 0.0% Q2 2026 Jul 13, 2026
FORBES J M & CO LLP History No change 124,730 11,904 0.94% 0.94% 154 0 0.0% Q2 2026 Jul 20, 2026
Kestra Advisory Services, LLC History No change 122,394 11,681 0.04% 0.04% 155 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 121,940 11,634 0.06% 0.06% 156 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 121,021 11,550 0.07% 0.07% 157 0 0.0% Q2 2026 Aug 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 116,827 11,149 0.43% 0.43% 158 0 0.0% Q2 2026 Jul 22, 2026
MCF Advisors LLC History No change 116,456 11,114 0.4% 0.4% 159 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 115,377 11,011 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 03, 2026
Smithfield Trust Co History No change 113,117 10,791 0.43% 0.43% 161 0 0.0% Q2 2026 Aug 05, 2026
SCOTIA CAPITAL INC. History No change 112,876 10,772 0.04% 0.04% 162 0 0.0% Q2 2026 Aug 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 112,820 10,767 0.13% 0.13% 163 0 0.0% Q2 2026 Aug 13, 2026
Forum Private Client Group LLC History No change 111,851 10,675 3.18% 3.18% 164 0 0.0% Q2 2026 Aug 12, 2026
Riggs Asset Managment Co. Inc. History No change 111,247 10,617 1.9% 1.9% 165 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 110,492 10,545 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 103,258 9,854 0.29% 0.29% 167 0 0.0% Q2 2026 Aug 03, 2026
Summit Financial, LLC History No change 102,027 9,737 0.11% 0.11% 168 0 0.0% Q2 2026 Aug 12, 2026
Madison Wealth Partners, Inc History No change 100,263 9,569 1.22% 1.22% 169 0 0.0% Q2 2026 Aug 12, 2026
DV EQUITIES, LLC History No change 100,000 9,544 1.37% 1.37% 170 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 99,345 9,481 0.09% 0.09% 171 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 99,138 9,461 0.18% 0.18% 172 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Partners - WNY, LLC History No change 98,469 9,397 4.65% 4.65% 173 0 0.0% Q2 2026 Jul 15, 2026
Advisors Capital Management, LLC History No change 98,369 9,388 0.1% 0.1% 174 0 0.0% Q2 2026 Aug 11, 2026
Modern Wealth Management, LLC History No change 96,322 9,192 0.11% 0.11% 175 0 0.0% Q2 2026 Aug 13, 2026
Newton One Investments LLC History No change 95,687 9,132 2.3% 2.3% 176 0 0.0% Q2 2026 Jul 22, 2026
CATALYST PRIVATE WEALTH, LLC History No change 94,206 8,990 4.34% 4.34% 177 0 0.0% Q2 2026 Jul 21, 2026
Winthrop Advisory Group LLC History No change 93,618 8,934 0.6% 0.6% 178 0 0.0% Q2 2026 Jul 17, 2026
SWMG, LLC History No change 94,284 8,915 2.1% 2.1% 179 0 0.0% Q2 2026 Jul 15, 2026
Farther Finance Advisors, LLC History No change 92,962 8,872 0.07% 0.07% 180 0 0.0% Q2 2026 Jul 17, 2026
Bank of New York Mellon Corp History No change 92,326 8,811 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History No change 91,582 8,740 0.09% 0.09% 182 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 92,686 8,675 0.14% 0.14% 183 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 92,686 8,675 0.14% 0.14% 184 0 0.0% Q2 2026 Jul 29, 2026
Savvy Advisors, Inc. History No change 90,674 8,653 0.18% 0.18% 185 0 0.0% Q2 2026 Aug 03, 2026
Physician Wealth Advisors, Inc. History No change 90,195 8,608 1.03% 1.03% 186 0 0.0% Q2 2026 Jul 20, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 89,603 8,551 1.76% 1.76% 187 0 0.0% Q2 2026 Jul 17, 2026
FC Advisory LLC History Reduced 88,648 8,420 2.21% 2.26% 188 -659 -0.74% Q3 2026 Oct 05, 2026
James J. Burns & Company, LLC History No change 88,048 8,403 0.91% 0.91% 189 0 0.0% Q2 2026 Aug 06, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 86,077 8,215 0.58% 0.58% 190 0 0.0% Q2 2026 Jul 20, 2026
Fairvoy Private Wealth, LLC History No change 85,779 8,186 1.65% 1.65% 191 0 0.0% Q2 2026 Jul 17, 2026
HILL ISLAND FINANCIAL LLC History No change 85,126 8,124 1.73% 1.73% 192 0 0.0% Q2 2026 Aug 11, 2026
MANNING & NAPIER ADVISORS LLC History No change 85,094 8,121 0.1% 0.1% 193 0 0.0% Q2 2026 Aug 13, 2026
Capital Analysts, LLC History No change 84,966 8,109 0.19% 0.19% 194 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 83,606 7,979 0.04% 0.04% 195 0 0.0% Q2 2026 Aug 18, 2026
Quantinno Capital Management LP History No change 83,144 7,935 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 13, 2026
Hubbell Strickland Wealth Management, LLC History No change 82,722 7,894 2.85% 2.85% 197 0 0.0% Q2 2026 Jul 29, 2026
NATIXIS ADVISORS, LLC History No change 81,662 7,793 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 14, 2026
Investment Advisory Services Group LLC History No change 81,425 7,771 5.69% 5.69% 199 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 80,979 7,728 0.46% 0.46% 200 0 0.0% Q2 2026 Aug 04, 2026
Zhang Financial LLC History No change 80,174 7,651 0.22% 0.22% 201 0 0.0% Q2 2026 Jul 30, 2026
Pitcairn Wealth Advisors LLC History No change 79,478 7,585 0.83% 0.83% 202 0 0.0% Q2 2026 Aug 10, 2026
First Command Advisory Services, Inc. History No change 79,433 7,581 0.05% 0.05% 203 0 0.0% Q2 2026 Aug 10, 2026
WESBANCO BANK INC History No change 79,003 7,540 0.19% 0.19% 204 0 0.0% Q2 2026 Jul 28, 2026
NWAM LLC History No change 78,162 7,459 0.37% 0.37% 205 0 0.0% Q2 2026 Jul 23, 2026
OneDigital Investment Advisors LLC History No change 78,159 7,459 0.06% 0.06% 206 0 0.0% Q2 2026 Aug 06, 2026
Abundance Wealth Counselors History No change 77,718 7,417 0.48% 0.48% 207 0 0.0% Q2 2026 Jul 23, 2026
Gallagher Fiduciary Advisors, LLC History No change 77,355 7,382 0.24% 0.24% 208 0 0.0% Q2 2026 Aug 14, 2026
CFO4Life Group, LLC History No change 77,266 7,374 0.99% 0.99% 209 0 0.0% Q2 2026 Aug 12, 2026
Gleason Group, Inc. History No change 77,240 7,371 0.64% 0.64% 210 0 0.0% Q2 2026 Jul 13, 2026
Strategic Blueprint, LLC History No change 75,411 7,197 0.36% 0.36% 211 0 0.0% Q2 2026 Jul 23, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 74,916 7,149 0.11% 0.11% 212 0 0.0% Q2 2026 Aug 10, 2026
Allianz Asset Management GmbH History No change 74,466 7,107 0.01% 0.01% 213 0 0.0% Q2 2026 Sep 02, 2026
Family Manage LLC History No change 73,660 7,030 0.72% 0.72% 214 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 73,656 7,029 0.06% 0.06% 215 0 0.0% Q2 2026 Aug 06, 2026
Alpha Financial Partners LLC History No change 72,356 6,905 3.63% 3.63% 216 0 0.0% Q2 2026 Aug 11, 2026
Crescent Grove Advisors, LLC History No change 72,209 6,891 0.58% 0.58% 217 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 71,468 6,828 0.06% 0.06% 218 0 0.0% Q2 2026 Jul 24, 2026
GuidedMoney, LLC History No change 71,400 6,814 3.15% 3.15% 219 0 0.0% Q2 2026 Jul 28, 2026
Lunt Capital Management, Inc. History No change 70,663 6,744 2.47% 2.47% 220 0 0.0% Q2 2026 Jul 30, 2026
COMMERCE BANK History No change 70,326 6,711 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 12, 2026
NYL Investors LLC History No change 70,326 6,711 2.57% 2.57% 222 0 0.0% Q2 2026 Aug 12, 2026
KFA Private Wealth Group, LLC History No change 67,282 6,421 1.55% 1.55% 223 0 0.0% Q2 2026 Jul 28, 2026
Mesirow Financial Investment Management, Inc. History No change 66,932 6,388 0.1% 0.1% 224 0 0.0% Q2 2026 Jul 22, 2026
FIFTH THIRD BANCORP History No change 66,348 6,332 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 66,224 6,320 0.05% 0.05% 226 0 0.0% Q2 2026 Jul 23, 2026
Soltis Investment Advisors LLC History No change 65,152 6,218 0.35% 0.35% 227 0 0.0% Q2 2026 Jul 31, 2026
SIGNATUREFD, LLC History No change 64,662 6,171 0.08% 0.08% 228 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 64,358 6,142 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 64,191 6,126 0.41% 0.41% 230 0 0.0% Q2 2026 Aug 05, 2026
BLAIR WILLIAM & CO/IL History No change 63,972 6,105 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 11, 2026
Ellis Investment Partners, LLC History No change 63,518 6,062 0.92% 0.92% 232 0 0.0% Q2 2026 Aug 05, 2026
Manuka Financial, LLC History No change 63,521 6,062 3.15% 3.15% 233 0 0.0% Q2 2026 Jul 31, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 63,103 6,023 0.5% 0.5% 234 0 0.0% Q2 2026 Jul 09, 2026
MISSION WEALTH MANAGEMENT, LP History No change 62,155 5,932 0.07% 0.07% 235 0 0.0% Q2 2026 Jul 20, 2026
DAVIDSON TRUST CO History No change 60,317 5,756 2.25% 2.25% 236 0 0.0% Q2 2026 Jul 29, 2026
Townsend Financial Planning, LLC History No change 60,239 5,749 5.01% 5.01% 237 0 0.0% Q2 2026 Aug 06, 2026
Patriot Financial Group Insurance Agency, LLC History No change 59,988 5,725 0.59% 0.59% 238 0 0.0% Q2 2026 Jul 16, 2026
CreativeOne Wealth, LLC History No change 59,539 5,682 0.12% 0.12% 239 0 0.0% Q2 2026 Aug 13, 2026
Firestone Capital Management History No change 59,271 5,656 1.05% 1.05% 240 0 0.0% Q2 2026 Jul 31, 2026
Catalyst Investment Management LLC History No change 58,712 5,603 5.08% 5.08% 241 0 0.0% Q2 2026 Aug 10, 2026
Windward Private Wealth Management Inc. History No change 58,205 5,555 1.78% 1.78% 242 0 0.0% Q2 2026 Aug 04, 2026
GeoWealth Management, LLC History No change 57,868 5,523 0.17% 0.17% 243 0 0.0% Q2 2026 Jul 30, 2026
NewEdge Advisors, LLC History No change 57,874 5,523 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 12, 2026
TCV Trust & Wealth Management, Inc. History No change 57,087 5,448 0.41% 0.41% 245 0 0.0% Q2 2026 Jul 24, 2026
Envestnet Portfolio Solutions, Inc. History No change 57,014 5,441 0.03% 0.03% 246 0 0.0% Q2 2026 Sep 23, 2026
AE Wealth Management LLC History No change 56,601 5,402 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 03, 2026
Atlas Legacy Advisors, LLC History No change 55,769 5,322 0.79% 0.79% 248 0 0.0% Q2 2026 Jul 31, 2026
COFG Advisors, LLC History No change 55,632 5,309 0.92% 0.92% 249 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History No change 55,596 5,306 0.47% 0.47% 250 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 57,169 5,259 0.35% 0.35% 251 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History No change 55,280 5,248 0.29% 0.29% 252 0 0.0% Q2 2026 Aug 12, 2026
Blueprint Investment Partners LLC History No change 54,546 5,205 0.43% 0.43% 253 0 0.0% Q2 2026 Aug 04, 2026
Lineweaver Wealth Advisors, LLC History No change 54,491 5,200 0.62% 0.62% 254 0 0.0% Q2 2026 Jul 09, 2026
Blueprint Financial Advisors LLC History No change 54,439 5,195 0.58% 0.58% 255 0 0.0% Q2 2026 Aug 14, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History No change 54,282 5,180 3.63% 3.63% 256 0 0.0% Q2 2026 Jul 27, 2026
PINNACLE ASSOCIATES LTD History No change 54,147 5,167 0.06% 0.06% 257 0 0.0% Q2 2026 Aug 03, 2026
AdvisorNet Financial, Inc History No change 53,725 5,127 0.23% 0.23% 258 0 0.0% Q2 2026 Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 53,427 5,099 0.08% 0.08% 259 0 0.0% Q2 2026 Jul 28, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History No change 52,080 4,970 3.71% 3.71% 260 0 0.0% Q2 2026 Aug 05, 2026
Everest Private Wealth History No change 51,676 4,931 1.84% 1.84% 261 0 0.0% Q2 2026 Aug 07, 2026
Oliver Luxxe Assets LLC History No change 51,634 4,927 0.72% 0.72% 262 0 0.0% Q2 2026 Jul 09, 2026
Downshift Financial, LLC History No change 51,274 4,893 2.2% 2.2% 263 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 51,213 4,887 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 28, 2026
TBH Global Asset Management, LLC History No change 51,160 4,882 0.89% 0.89% 265 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY ADVISORS, INC. History No change 50,817 4,849 3.26% 3.26% 266 0 0.0% Q2 2026 Jul 24, 2026
NORTHERN TRUST CORP History No change 49,813 4,754 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Advisory Resource Group History No change 49,819 4,754 0.71% 0.71% 268 0 0.0% Q2 2026 Jul 14, 2026
Tortoise Investment Management, LLC History No change 49,007 4,677 0.35% 0.35% 269 0 0.0% Q2 2026 Aug 07, 2026
Shelter Mutual Insurance Co History No change 48,818 4,663 0.99% 0.99% 270 0 0.0% Q2 2026 Aug 11, 2026
SteelPeak Wealth, LLC History No change 48,418 4,621 0.12% 0.12% 271 0 0.0% Q2 2026 Jul 13, 2026
GWN SECURITIES INC. History No change 48,215 4,601 0.77% 0.77% 272 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 47,722 4,554 0.14% 0.14% 273 0 0.0% Q2 2026 Jul 15, 2026
Park Place Capital Corp History No change 47,477 4,531 0.72% 0.72% 274 0 0.0% Q2 2026 Aug 13, 2026
Guidance Point Advisors, LLC History No change 46,628 4,451 0.94% 0.94% 275 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD SECURITIES, INC. History No change 46,511 4,439 0.25% 0.25% 276 0 0.0% Q2 2026 Jul 15, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 46,130 4,402 3.1% 3.1% 277 0 0.0% Q2 2026 Aug 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 46,093 4,399 0.21% 0.21% 278 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL PLANNING, INC History No change 45,432 4,336 1.47% 1.47% 279 0 0.0% Q2 2026 Aug 06, 2026
Leonard Rickey Investment Advisors P.L.L.C. History No change 44,886 4,283 0.67% 0.67% 280 0 0.0% Q2 2026 Jul 23, 2026
IFG Advisory, LLC History No change 44,556 4,252 0.15% 0.15% 281 0 0.0% Q2 2026 Aug 13, 2026
BARRETT & COMPANY, INC. History No change 44,234 4,221 1.18% 1.18% 282 0 0.0% Q2 2026 Jul 24, 2026
Wescott Financial Advisory Group, LLC History No change 44,235 4,221 0.33% 0.33% 283 0 0.0% Q2 2026 Aug 04, 2026
Taylor & Morgan Wealth Management, LLC History No change 44,217 4,220 2.08% 2.08% 284 0 0.0% Q2 2026 Jul 10, 2026
Private Wealth Asset Management, LLC History No change 44,135 4,212 0.41% 0.41% 285 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 43,599 4,174 0.5% 0.5% 286 0 0.0% Q2 2026 Aug 12, 2026
Disciplina Capital Management LLC History No change 43,620 4,163 0.43% 0.43% 287 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 43,000 4,103 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 10, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 42,618 4,067 1.03% 1.03% 289 0 0.0% Q2 2026 Jul 23, 2026
Caprock Group, LLC History No change 42,126 4,020 0.08% 0.08% 290 0 0.0% Q2 2026 Jul 27, 2026
Carnegie Investment Counsel History No change 41,680 3,977 0.08% 0.08% 291 0 0.0% Q2 2026 Jul 30, 2026
Balentine LLC History No change 41,439 3,954 0.14% 0.14% 292 0 0.0% Q2 2026 Aug 06, 2026
Chicago Partners Investment Group LLC History No change 42,260 3,945 0.08% 0.08% 293 0 0.0% Q2 2026 Jul 29, 2026
Olde Wealth Management, LLC History No change 40,993 3,912 1.11% 1.11% 294 0 0.0% Q2 2026 Aug 13, 2026
Blue Edge Capital, LLC History No change 40,950 3,908 0.47% 0.47% 295 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 40,351 3,851 0.12% 0.12% 296 0 0.0% Q2 2026 Jul 31, 2026
Robertson Stephens Wealth Management, LLC History No change 39,829 3,801 0.09% 0.09% 297 0 0.0% Q2 2026 Jul 29, 2026
Amplius Wealth Advisors, LLC History No change 39,818 3,800 0.28% 0.28% 298 0 0.0% Q2 2026 Jul 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 39,408 3,761 0.04% 0.04% 299 0 0.0% Q2 2026 Jul 28, 2026
Bellwether Advisors, LLC History No change 39,313 3,752 0.56% 0.56% 300 0 0.0% Q2 2026 Aug 13, 2026