iSHARES TRUST - IYC
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,370,279 | 138,535 | 0.67% | 0.67% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PGIM Custom Harvest LLC | History | No change | 940,197 | 95,053 | 1.19% | 1.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 842,331 | 85,159 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 681,291 | 68,878 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 534,574 | 54,045 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 294,470 | 29,770 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 202,298 | 20,452 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 195,459 | 19,760 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 162,274 | 16,406 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 149,715 | 15,136 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 110,143 | 11,135 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 61,681 | 6,235 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 60,630 | 6,130 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 56,530 | 5,715 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 54,959 | 5,556 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 48,382 | 4,891 | 2.95% | 2.95% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 47,402 | 4,791 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 48,842 | 4,629 | 1.95% | 2.08% | 18 | -358 | -0.73% | Q3 2026 | Oct 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,025 | 4,552 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,821 | 4,531 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 43,306 | 4,396 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 43,113 | 4,359 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Transatlantique SA | History | No change | 40,772 | 4,122 | 0.09% | 0.09% | 23 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 39,932 | 4,037 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 36,326 | 3,673 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,158 | 3,453 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 32,958 | 3,332 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 31,603 | 3,195 | 1.33% | 1.33% | 28 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 31,297 | 3,144 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S&A Financial Services, Inc. | History | No change | 30,645 | 3,098 | 1.89% | 1.89% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 29,934 | 3,026 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 28,296 | 2,860 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 27,721 | 2,802 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 24,378 | 2,464 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 23,276 | 2,353 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 21,832 | 2,207 | 0.23% | 0.23% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 19,810 | 2,002 | 0.2% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 19,810 | 2,002 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 18,614 | 1,881 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 17,572 | 1,776 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 16,856 | 1,704 | 0.54% | 0.54% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,435 | 1,560 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 14,716 | 1,487 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 14,702 | 1,486 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 14,680 | 1,484 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,647 | 1,480 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 13,970 | 1,412 | 0.57% | 0.57% | 47 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SPINNAKER TRUST | History | No change | 13,928 | 1,408 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 13,283 | 1,342 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaCore Capital LLC | History | No change | 13,223 | 1,336 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 12,906 | 1,304 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 12,608 | 1,274 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 12,371 | 1,250 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | No change | 12,057 | 1,218 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | No change | 11,702 | 1,183 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 11,643 | 1,177 | 0.25% | 0.25% | 56 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,450 | 1,157 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 11,433 | 1,155 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 11,297 | 1,142 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 11,217 | 1,134 | 0.84% | 0.84% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 11,076 | 1,119 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 11,000 | 1,112 | 0.33% | 0.33% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset One Wealth Management LLC | History | No change | 10,969 | 1,110 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 10,871 | 1,099 | 0.2% | 0.2% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 10,504 | 1,061 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,485 | 1,060 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simmons Bank | History | No change | 10,461 | 1,057 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 10,385 | 1,049 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,194 | 1,030 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 10,000 | 1,011 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 9,376 | 947 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,189 | 944 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisors, LLC | History | No change | 9,052 | 915 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,731 | 882 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 8,698 | 879 | 0.28% | 0.28% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 8,505 | 859 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Haverford Trust Co | History | No change | 8,370 | 846 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KKM Financial LLC | History | No change | 8,275 | 836 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,152 | 824 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 8,000 | 808 | 0.22% | 0.22% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 7,924 | 801 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R2 Capital Strategies, LLC | History | No change | 7,566 | 764 | 0.35% | 0.35% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 7,551 | 763 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SEI INVESTMENTS CO | History | No change | 7,402 | 748 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samara Investment Management, LLC | History | No change | 7,316 | 739 | 0.68% | 0.68% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 7,271 | 735 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,117 | 719 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 7,119 | 719 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,959 | 703 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 6,349 | 641 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 6,346 | 641 | 0.21% | 0.21% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allen Investment Management, LLC | History | No change | 6,263 | 633 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,009 | 609 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 6,000 | 606 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,950 | 601 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 5,584 | 564 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,520 | 560 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 5,500 | 556 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 5,467 | 552 | 0.13% | 0.13% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,296 | 535 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | No change | 5,248 | 530 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,139 | 519 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,015 | 507 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,932 | 498 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,909 | 496 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 4,855 | 490 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 4,840 | 489 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,828 | 488 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,826 | 487 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 4,799 | 485 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,771 | 482 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Csenge Advisory Group | History | No change | 4,657 | 470 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,589 | 463 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,518 | 456 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,509 | 455 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,489 | 453 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,440 | 448 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 4,395 | 444 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 4,314 | 436 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,166 | 421 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 4,000 | 404 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | No change | 4,000 | 404 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 3,987 | 403 | 0.19% | 0.19% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,979 | 402 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,981 | 402 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 3,975 | 401 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 3,883 | 392 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 3,736 | 377 | 0.12% | 0.12% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 3,728 | 376 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,716 | 376 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,607 | 364 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,584 | 362 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 3,515 | 355 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greenfield Savings Bank | History | No change | 3,512 | 355 | 0.13% | 0.13% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,398 | 343 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 3,398 | 343 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,334 | 337 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,288 | 332 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 3,272 | 330 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 3,130 | 316 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,023 | 305 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,025 | 305 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 3,013 | 304 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,918 | 295 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,917 | 294 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,896 | 292 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 2,866 | 289 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 2,993 | 287 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,832 | 286 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Investment Management, LLC | History | No change | 2,820 | 285 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,801 | 283 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 2,776 | 280 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Betterment LLC | History | No change | 2,690 | 272 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 2,660 | 268 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sageworth Trust Co | History | No change | 2,619 | 264 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glenview Trust Co | History | No change | 2,608 | 263 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LexAurum Advisors, LLC | History | No change | 2,564 | 259 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atlas Brown,Inc. | History | No change | 2,527 | 255 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 2,454 | 248 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argentarii, LLC | History | No change | 2,400 | 248 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,400 | 242 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chesapeake Wealth Management | History | No change | 2,346 | 237 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,321 | 234 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tyche Wealth Partners LLC | History | No change | 2,322 | 234 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | No change | 2,296 | 232 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 2,290 | 231 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Symphony Financial Services, Inc. | History | No change | 2,271 | 229 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Latitude Advisors, LLC | History | No change | 2,257 | 228 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,238 | 226 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 2,235 | 225 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blue Chip Partners, LLC | History | No change | 2,216 | 224 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,215 | 223 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 2,056 | 207 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,124 | 205 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Greenspring Advisors, LLC | History | No change | 1,994 | 201 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,660 | 167 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 1,467 | 148 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,361 | 137 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,324 | 133 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,245 | 125 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,096 | 110 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,000 | 101 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 968 | 97 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | No change | 829 | 83 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 762 | 77 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 765 | 77 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Perspectives, Inc | History | No change | 760 | 76 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 722 | 72 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 704 | 71 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 664 | 67 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 655 | 66 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 661 | 66 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 661 | 66 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 560 | 56 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mosley Wealth Management | History | No change | 564 | 56 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 509 | 51 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 499 | 50 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 489 | 49 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Front Row Advisors LLC | History | No change | 460 | 47 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 409 | 41 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 400 | 40 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Capital Management | History | No change | 348 | 35 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strive Financial Group ,LLC | History | No change | 350 | 35 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 340 | 34 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 336 | 33 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 300 | 30 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | No change | 291 | 29 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 266 | 26 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 260 | 26 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Colonial Trust Advisors | History | No change | 255 | 25 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 213 | 21 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 200 | 20 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 200 | 20 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 190 | 19 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 164 | 16 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 162 | 16 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 150 | 15 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 155 | 15 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Advocates LLC | History | No change | 149 | 15 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 143 | 14 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pflug Koory, LLC | History | No change | 136 | 13 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 135 | 13 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LifeSteps Financial, Inc. | History | No change | 125 | 12 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Regatta Research & Money Management | History | No change | 125 | 12 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ankerstar Wealth, LLC | History | No change | 110 | 11 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 100 | 10 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 105 | 10 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 81 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 88 | 8 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 70 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 72 | 7 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 70 | 7 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 68 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Reduced | 48 | 5 | 0.0% | 0.0% | 235 | -732 | -93.85% | Q3 2026 | Oct 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Piscataqua Savings Bank | History | No change | 40 | 4 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corsicana & Co. | History | No change | 25 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Core Capital Management & Research, inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| TSFG, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DOLIVER ADVISORS, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -3,269 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Aristotle Capital Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |