iSHARES TRUST - IYE

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
MORGAN STANLEY History No change 1,776,177 100,513 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 1,567,303 88,693 1.11% 1.11% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 1,050,052 59,422 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 895,697 50,687 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 735,680 41,632 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 671,026 37,973 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 594,593 33,648 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
Three Seasons Wealth, LLC History No change 337,812 19,116 1.74% 1.74% 8 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 325,427 18,417 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 311,726 17,641 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
Camarda Financial Advisors, LLC History No change 239,220 13,537 4.1% 4.1% 11 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 178,824 10,119 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 172,521 9,762 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 161,359 9,131 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 138,928 7,865 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 133,593 7,560 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 133,367 7,547 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial Consulting LLC History No change 131,435 7,437 5.05% 5.05% 18 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 127,315 7,205 0.02% 0.02% 19 0 0.0% Q2 2026 Jul 27, 2026
JONES FINANCIAL COMPANIES LLLP History No change 123,622 7,073 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 123,263 6,975 0.0% 0.0% 21 0 0.0% Q2 2026 Sep 23, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History No change 100,000 6,480 1.22% 1.13% 22 0 0.0% Q3 2026 Oct 05, 2026
CITADEL ADVISORS LLC History No change 114,105 6,457 0.0% 0.0% 23 0 0.0% Q2 2026 Sep 02, 2026
CoreCap Advisors, LLC History No change 104,254 5,899 0.17% 0.17% 24 0 0.0% Q2 2026 Jul 06, 2026
AMG National Trust Bank History No change 103,852 5,876 0.12% 0.12% 25 0 0.0% Q2 2026 Aug 06, 2026
USA FINANCIAL FORMULAS History No change 98,658 5,583 1.02% 1.02% 26 0 0.0% Q2 2026 Aug 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 96,022 5,433 0.01% 0.01% 27 0 0.0% Q2 2026 Jul 29, 2026
JPMORGAN CHASE & CO History No change 86,261 4,914 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 12, 2026
Banco Santander, S.A. History No change 85,978 4,865 0.03% 0.03% 29 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 75,856 4,292 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 73,854 4,179 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 07, 2026
Zurich Insurance Group Ltd/FI History No change 71,700 4,057 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 67,450 3,816 0.0% 0.0% 33 0 0.0% Q2 2026 Jul 28, 2026
Kestra Advisory Services, LLC History No change 63,448 3,590 0.01% 0.01% 34 0 0.0% Q2 2026 Jul 28, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 56,691 3,208 0.06% 0.06% 35 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 56,210 3,180 0.05% 0.05% 36 0 0.0% Q2 2026 Jul 21, 2026
BlackRock, Inc. History No change 54,785 3,100 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 07, 2026
AK GLOBAL ASSET MANAGEMENT, LLC History No change 18,832 3,080 2.61% 2.61% 38 0 0.0% Q2 2026 Jul 16, 2026
ADVISORTRUST PARTNERS, LLC History No change 53,884 3,049 1.04% 1.04% 39 0 0.0% Q2 2026 Aug 10, 2026
Gerald Baker Financial Group LLC History No change 53,521 3,028 0.86% 0.86% 40 0 0.0% Q2 2026 Aug 03, 2026
D. E. Shaw & Co., Inc. History No change 53,335 3,018 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 53,256 3,013 0.23% 0.23% 42 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 49,452 2,798 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 48,862 2,765 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 48,772 2,760 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Artesa Financial Group, LLC History No change 48,308 2,733 2.33% 2.33% 46 0 0.0% Q2 2026 Jul 27, 2026
Biondo Investment Advisors, LLC History No change 47,234 2,672 0.33% 0.33% 47 0 0.0% Q2 2026 Aug 13, 2026
Counterweight Ventures, LLC History No change 45,886 2,596 1.29% 1.29% 48 0 0.0% Q2 2026 Jul 23, 2026
FORTE ASSET MANAGEMENT LLC History No change 45,786 2,591 1.06% 1.06% 49 0 0.0% Q2 2026 Jul 21, 2026
Janney Montgomery Scott LLC History No change 45,641 2,583 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Financial Partners, Inc. History No change 45,030 2,548 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 43,048 2,522 0.0% 0.0% 52 0 0.0% Q2 2026 Jul 15, 2026
Avidian Wealth Enterprises, LLC History No change 42,340 2,396 0.07% 0.07% 53 0 0.0% Q2 2026 Jul 24, 2026
FLOW TRADERS U.S. LLC History No change 41,234 2,333 0.1% 0.1% 54 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 40,973 2,319 0.09% 0.09% 55 0 0.0% Q2 2026 Aug 17, 2026
Allianz Asset Management GmbH History No change 40,940 2,316 0.0% 0.0% 56 0 0.0% Q2 2026 Sep 02, 2026
First Citizens Financial Corp History Reduced 35,451 2,297 0.97% 0.84% 57 -185 -0.52% Q3 2026 Oct 02, 2026
STIFEL FINANCIAL CORP History No change 40,417 2,287 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 39,354 2,227 0.01% 0.01% 59 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 38,505 2,179 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 38,071 2,154 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 13, 2026
Waterloo Capital, L.P. History No change 37,731 2,135 0.12% 0.12% 62 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 35,548 2,011 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 27, 2026
Wealthstar Advisors, LLC History No change 35,097 1,986 0.58% 0.58% 64 0 0.0% Q2 2026 Jul 30, 2026
Quantinno Capital Management LP History No change 35,077 1,985 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Heartwood Wealth Advisors LLC History Reduced 28,267 1,831 0.14% 0.13% 66 -455 -1.58% Q3 2026 Oct 05, 2026
Creative Planning History No change 30,207 1,709 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 29,900 1,692 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 28,690 1,623 0.01% 0.01% 69 0 0.0% Q2 2026 Jul 27, 2026
CAPTRUST FINANCIAL ADVISORS History No change 28,337 1,603 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Ballew Advisors, Inc History Reduced 23,960 1,586 0.79% 0.75% 71 -1,731 -6.74% Q3 2026 Oct 05, 2026
Point72 Asset Management, L.P. History No change 27,904 1,579 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 26,665 1,508 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 26,371 1,492 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 06, 2026
ROCKLAND TRUST CO History Reduced 22,327 1,446 0.06% 0.05% 75 -239 -1.06% Q3 2026 Oct 05, 2026
Foundation Wealth Management, LLC History No change 25,534 1,445 0.85% 0.85% 76 0 0.0% Q2 2026 Jul 30, 2026
Crestwood Advisors Group, LLC History No change 25,281 1,430 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 03, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 23,926 1,392 0.03% 0.03% 78 0 0.0% Q2 2026 Jul 27, 2026
Csenge Advisory Group History No change 24,304 1,375 0.06% 0.06% 79 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 24,019 1,359 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 19, 2026
Allen Investment Management, LLC History No change 23,562 1,334 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 22,459 1,270 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 13, 2026
Asempa Wealth Advisors History No change 22,356 1,265 0.94% 0.94% 83 0 0.0% Q2 2026 Jul 13, 2026
IHT Wealth Management, LLC History No change 21,485 1,215 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 20,359 1,152 0.08% 0.08% 85 0 0.0% Q2 2026 Aug 07, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 17,773 1,141 0.14% 0.14% 86 0 0.0% Q2 2026 Aug 05, 2026
Wealth Management Partners, LLC History No change 20,133 1,139 0.27% 0.27% 87 0 0.0% Q2 2026 Jul 22, 2026
Commonwealth Retirement Investments LLC History No change 20,141 1,139 0.31% 0.31% 88 0 0.0% Q2 2026 Aug 03, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 19,929 1,127 0.68% 0.68% 89 0 0.0% Q2 2026 Jul 23, 2026
Eddie Patel Inc History No change 19,783 1,119 0.67% 0.67% 90 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 19,594 1,108 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
KKM Financial LLC History No change 19,268 1,090 0.15% 0.15% 92 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 19,102 1,081 0.02% 0.02% 93 0 0.0% Q2 2026 Jul 15, 2026
Balboa Wealth Partners History No change 18,305 1,035 0.14% 0.14% 94 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 18,130 1,026 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Brendel Financial Advisors LLC History No change 17,948 1,015 0.47% 0.47% 96 0 0.0% Q2 2026 Jul 31, 2026
Beacon Pointe Advisors, LLC History No change 17,389 984 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 18, 2026
Avior Wealth Management, LLC History No change 17,365 982 0.03% 0.03% 98 0 0.0% Q2 2026 Jul 07, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History No change 16,718 946 0.3% 0.3% 99 0 0.0% Q2 2026 Aug 07, 2026
NAVELLIER & ASSOCIATES INC History No change 16,256 919 0.07% 0.07% 100 0 0.0% Q2 2026 Aug 04, 2026
Cerity Partners LLC History No change 16,241 919 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 15,849 896 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 10, 2026
Ironwood Financial, llc History No change 14,377 866 0.14% 0.14% 103 0 0.0% Q2 2026 Jul 17, 2026
Headlands Technologies LLC History No change 15,228 861 0.09% 0.09% 104 0 0.0% Q2 2026 Aug 12, 2026
Northwest Wealth Advisors, LLC History No change 14,350 812 0.47% 0.47% 105 0 0.0% Q2 2026 Jul 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 14,133 799 0.04% 0.04% 106 0 0.0% Q2 2026 Jul 31, 2026
Astoria Portfolio Advisors LLC. History No change 14,117 798 0.13% 0.13% 107 0 0.0% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History No change 13,763 778 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 17, 2026
Blue Trust, Inc. History No change 13,716 776 0.01% 0.01% 109 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 13,675 773 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 12, 2026
Grove Bank & Trust History No change 13,608 770 0.08% 0.08% 111 0 0.0% Q2 2026 Jul 07, 2026
DAVENPORT & Co LLC History No change 13,273 751 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 13, 2026
Kesler, Norman & Wride, LLC History No change 13,249 749 0.12% 0.12% 113 0 0.0% Q2 2026 Jul 23, 2026
Buck Wealth Strategies, LLC History No change 13,126 742 0.08% 0.08% 114 0 0.0% Q2 2026 Jul 30, 2026
Tradition Wealth Management, LLC History No change 12,704 718 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 12,205 690 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 11,700 662 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 17, 2026
HRT FINANCIAL LP History No change 11,408 645 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 11,278 638 0.03% 0.03% 119 0 0.0% Q2 2026 Jul 23, 2026
Pathstone Holdings, LLC History No change 11,231 635 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 11,181 632 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 11,124 629 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
Concord Investment Counsel Inc. History No change 10,857 614 0.17% 0.17% 123 0 0.0% Q2 2026 Aug 11, 2026
Equitable Holdings, Inc. History No change 10,550 597 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 17, 2026
Empirical Asset Management, LLC History No change 10,250 580 0.13% 0.13% 125 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Group, LLC History No change 10,113 572 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 05, 2026
Virtue Capital Management, LLC History No change 10,059 569 0.08% 0.08% 127 0 0.0% Q2 2026 Aug 05, 2026
Yukon Wealth Management, Inc. History No change 9,973 564 0.16% 0.16% 128 0 0.0% Q2 2026 Aug 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 9,590 542 0.01% 0.01% 129 0 0.0% Q2 2026 Jul 17, 2026
CrossGen Wealth, LLC History No change 9,322 527 0.41% 0.41% 130 0 0.0% Q2 2026 Jul 24, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 9,093 514 0.01% 0.01% 131 0 0.0% Q2 2026 Jul 14, 2026
Meridian Wealth Management, LLC History No change 9,038 511 0.02% 0.02% 132 0 0.0% Q2 2026 Aug 05, 2026
Narwhal Capital Management History No change 8,825 499 0.03% 0.03% 133 0 0.0% Q2 2026 Jul 24, 2026
Simmons Bank History No change 8,741 494 0.03% 0.03% 134 0 0.0% Q2 2026 Jul 31, 2026
Cadent Capital Advisors, LLC History No change 8,695 492 0.1% 0.1% 135 0 0.0% Q2 2026 Jul 13, 2026
Chicago Partners Investment Group LLC History No change 7,779 491 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 29, 2026
Brookstone Capital Management History No change 8,449 478 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 15, 2026
MCF Advisors LLC History No change 8,336 471 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 8,285 469 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial Services, Inc. History No change 8,283 468 0.21% 0.21% 140 0 0.0% Q2 2026 Jul 22, 2026
Wealthspire Advisors, LLC History No change 8,201 464 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
TRUE Private Wealth Advisors History No change 8,207 464 0.04% 0.04% 142 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 8,150 461 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
Curi Capital, LLC History No change 8,146 460 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 8,011 453 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 14, 2026
Magnus Financial Group LLC History No change 7,996 452 0.03% 0.03% 146 0 0.0% Q2 2026 Jul 09, 2026
FMR LLC History No change 7,774 439 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
AlphaCore Capital LLC History No change 7,768 439 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 7,505 424 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 7,409 419 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 7,350 415 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 06, 2026
Mayflower Financial Advisors, LLC History No change 7,229 409 0.04% 0.04% 152 0 0.0% Q2 2026 Jul 09, 2026
AE Wealth Management LLC History No change 7,180 406 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 03, 2026
NORTHERN TRUST CORP History No change 7,161 405 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 7,148 404 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 07, 2026
RWA WEALTH PARTNERS, LLC History No change 7,100 401 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
Chemistry Wealth Management LLC History No change 6,976 394 0.06% 0.06% 157 0 0.0% Q2 2026 Jul 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 6,954 393 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 28, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 6,950 393 0.12% 0.12% 159 0 0.0% Q2 2026 Jul 22, 2026
Clearwave Capital, LLC History No change 6,960 393 0.22% 0.22% 160 0 0.0% Q2 2026 Jul 17, 2026
Cresset Asset Management, LLC History No change 6,902 390 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
Pekin Hardy Strauss, Inc. History No change 6,861 388 0.03% 0.03% 162 0 0.0% Q2 2026 Jul 30, 2026
Lakeshore Capital Group, Inc. History No change 6,850 387 0.29% 0.29% 163 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 6,657 376 0.14% 0.14% 164 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 6,633 375 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 6,450 364 0.0% 0.0% 166 0 0.0% Q2 2026 Sep 08, 2026
Daybright Advisory Services, Inc. History No change 5,543 349 0.08% 0.08% 167 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 6,136 347 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
APPLETON PARTNERS INC/MA History No change 6,089 345 0.02% 0.02% 169 0 0.0% Q2 2026 Jul 21, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 6,087 344 0.04% 0.04% 170 0 0.0% Q2 2026 Jul 23, 2026
Adirondack Capital Advisors, LLC History No change 6,060 342 0.18% 0.18% 171 0 0.0% Q2 2026 Jul 10, 2026
Spire Wealth Management History No change 5,988 338 0.01% 0.01% 172 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 5,931 335 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 12, 2026
Cassaday & Co Wealth Management LLC History No change 5,888 333 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 10, 2026
FIRST NATIONAL BANK OF OMAHA History No change 5,844 332 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 5,868 332 0.02% 0.02% 176 0 0.0% Q2 2026 Aug 04, 2026
Financial Partners Group, Inc History No change 5,800 328 0.03% 0.03% 177 0 0.0% Q2 2026 Jul 23, 2026
EP Wealth Advisors, LLC History No change 5,765 326 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 5,759 325 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 07, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 5,715 323 0.04% 0.04% 180 0 0.0% Q2 2026 Aug 11, 2026
PROMETHIUM ADVISORS,LLC History No change 5,670 320 0.15% 0.15% 181 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 5,559 314 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 10, 2026
Kraft, Davis & Associates, LLC History No change 5,315 312 0.07% 0.07% 183 0 0.0% Q2 2026 Jul 09, 2026
Next Capital Management LLC History No change 5,500 311 0.08% 0.08% 184 0 0.0% Q2 2026 Aug 03, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 5,250 297 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Bernardo Wealth Planning LLC History No change 5,179 293 0.05% 0.05% 186 0 0.0% Q2 2026 Jul 27, 2026
Asset One Wealth Management LLC History No change 4,892 293 0.03% 0.03% 187 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History No change 5,023 284 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 22, 2026
FIRST CITIZENS BANK & TRUST CO History No change 5,000 282 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 13, 2026
Global Financial Private Client, LLC History No change 4,968 281 0.08% 0.08% 190 0 0.0% Q2 2026 Jul 20, 2026
Allegheny Financial Group History No change 4,934 279 0.03% 0.03% 191 0 0.0% Q2 2026 Jul 22, 2026
MONTAG A & ASSOCIATES INC History No change 4,925 278 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 05, 2026
Rosenberg Matthew Hamilton History Reduced 4,236 274 0.05% 0.04% 193 -7 -0.16% Q3 2026 Oct 05, 2026
Montecito Bank & Trust History Added to 4,126 267 0.04% 0.03% 194 +300 7.84% Q3 2026 Oct 01, 2026
Legacy Wealth Partners, LLC History No change 4,583 259 0.06% 0.06% 195 0 0.0% Q2 2026 Jul 22, 2026
Gladstone Institutional Advisory LLC History No change 4,565 258 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 27, 2026
Focus Partners Wealth History No change 4,480 253 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
Regal Investment Advisors LLC History No change 4,447 251 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History No change 4,436 251 0.01% 0.01% 199 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 4,414 249 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 29, 2026
Trilogy Capital Inc. History No change 4,386 248 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 02, 2026
Millennium Capital Advisors, LLC History No change 4,333 245 0.13% 0.13% 202 0 0.0% Q2 2026 Jul 28, 2026
Christensen, King & Associates Investment Services, Inc. History No change 4,319 244 0.1% 0.1% 203 0 0.0% Q2 2026 Jul 14, 2026
FAS Wealth Partners, Inc. History No change 4,224 239 0.01% 0.01% 204 0 0.0% Q2 2026 Jul 29, 2026
Aptus Capital Advisors, LLC History No change 4,227 239 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 12, 2026
Councilor Wealth, LLC History No change 4,219 238 0.1% 0.1% 206 0 0.0% Q2 2026 Jul 21, 2026
MONEY CONCEPTS CAPITAL CORP History No change 4,188 236 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 04, 2026
Lantz Financial LLC History No change 4,140 234 0.04% 0.04% 208 0 0.0% Q2 2026 Jul 09, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 4,148 234 0.02% 0.02% 209 0 0.0% Q2 2026 Jul 27, 2026
Greenwich Wealth Management LLC History No change 4,110 233 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 12, 2026
Valmark Advisers, Inc. History No change 4,112 232 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 06, 2026
EQ LLC History No change 4,095 231 0.06% 0.06% 212 0 0.0% Q2 2026 Jul 23, 2026
Hubbell Strickland Wealth Management, LLC History No change 3,977 225 0.08% 0.08% 213 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 3,952 223 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 11, 2026
FIFTH THIRD BANCORP History No change 3,924 222 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 05, 2026
Composition Wealth, LLC History No change 3,932 222 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial Wealth Advisors, LLC History No change 3,862 218 0.03% 0.03% 217 0 0.0% Q2 2026 Jul 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 3,862 218 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 27, 2026
FOCUSED ALPHA, LLC History No change 3,826 216 0.06% 0.06% 219 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 3,808 215 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 3,755 212 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History No change 3,711 210 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 05, 2026
Milestone Asset Management Group, LLC History No change 3,708 209 0.11% 0.11% 223 0 0.0% Q2 2026 Jul 30, 2026
ASPIRIANT, LLC History No change 3,654 206 0.01% 0.01% 224 0 0.0% Q2 2026 Jul 20, 2026
Clear Creek Financial Management, LLC History No change 3,623 205 0.01% 0.01% 225 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 3,057 173 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 11, 2026
Financial Life Planners History No change 3,074 173 0.11% 0.11% 227 0 0.0% Q2 2026 Jul 21, 2026
Investors Research Corp History No change 3,050 172 0.03% 0.03% 228 0 0.0% Q2 2026 Jul 10, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 2,905 164 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 07, 2026
Quest 10 Wealth Builders, Inc. History No change 2,482 140 0.11% 0.11% 230 0 0.0% Q2 2026 Jul 24, 2026
CITIGROUP INC History No change 2,384 134 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 03, 2026
Global Retirement Partners, LLC History No change 2,318 131 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 06, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 2,234 126 0.06% 0.06% 233 0 0.0% Q2 2026 Aug 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,182 122 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 22, 2026
Quantum Portfolio Management LLC History No change 2,080 117 0.04% 0.04% 235 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 1,910 108 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
Glass Jacobson Investment Advisors llc History No change 1,903 107 0.03% 0.03% 237 0 0.0% Q2 2026 Jul 30, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,890 106 0.05% 0.05% 238 0 0.0% Q2 2026 Aug 14, 2026
Index Technologies Group LLC History No change 1,694 95 0.08% 0.08% 239 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 1,648 93 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 1,575 89 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 06, 2026
WealthShield Partners, LLC History No change 1,553 87 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 1,511 85 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 22, 2026
SOA Wealth Advisors, LLC. History No change 1,514 85 0.01% 0.01% 244 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisory Services, LLC History No change 1,471 83 0.01% 0.01% 245 0 0.0% Q2 2026 Jul 23, 2026
Highland Investment Advisors LLC History No change 1,433 81 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 1,383 78 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History No change 1,247 70 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 1,229 69 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,208 68 0.0% 0.0% 250 0 0.0% Q2 2026 Jul 20, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,140 64 0.01% 0.01% 251 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 1,125 63 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 1,100 62 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History No change 1,087 61 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
Paladin Advisory Group, LLC History No change 1,025 58 0.04% 0.04% 255 0 0.0% Q2 2026 Jul 28, 2026
Capital Advisor Network LLC History No change 997 56 0.07% 0.07% 256 0 0.0% Q2 2026 Aug 13, 2026
Bravera Wealth History No change 932 52 0.02% 0.02% 257 0 0.0% Q2 2026 Jul 23, 2026
Clearstead Advisors, LLC History No change 866 48 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 06, 2026
HHM Wealth Advisors, LLC History No change 849 48 0.0% 0.0% 259 0 0.0% Q2 2026 Jul 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 831 47 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
Greykasell Wealth Strategies, Inc. History No change 692 39 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 640 36 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 535 30 0.01% 0.01% 263 0 0.0% Q2 2026 Aug 05, 2026
FRANKLIN RESOURCES INC History No change 515 29 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 527 29 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 500 28 0.0% 0.0% 266 0 0.0% Q2 2026 Sep 04, 2026
Financial Management Professionals, Inc. History No change 505 28 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 09, 2026
Founders Financial Alliance, LLC History No change 500 28 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 04, 2026
TD Waterhouse Canada Inc. History No change 501 28 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 500 28 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
RMG Wealth Management LLC History No change 418 27 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 13, 2026
LRI Investments, LLC History No change 480 27 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 14, 2026
N.E.W. Advisory Services LLC History No change 476 26 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 06, 2026
Smartleaf Asset Management LLC History No change 468 26 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 457 25 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 03, 2026
Register Financial Advisors LLC History No change 425 24 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 15, 2026
AMERIFLEX GROUP, INC. History No change 432 24 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 13, 2026
Quantbot Technologies LP History No change 423 23 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 372 21 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 29, 2026
ASSETMARK, INC History No change 364 20 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Partners, Ltd. History No change 310 17 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 12, 2026
North Star Investment Management Corp. History No change 300 16 0.0% 0.0% 282 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 296 16 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 20, 2026
New Republic Capital, LLC History No change 294 16 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 31, 2026
CX Institutional History Added to 239 15 0.0% 0.0% 285 +2 0.84% Q3 2026 Oct 02, 2026
Atlantic Union Bankshares Corp History No change 260 14 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 240 14 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 225 13 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 23, 2026
Independence Bank of Kentucky History No change 228 12 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 13, 2026
Vision Retirement, LLC History No change 219 12 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 21, 2026
NATIONAL BANK OF CANADA /FI/ History No change 210 11 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO History No change 200 11 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 27, 2026
Vermillion Wealth Management, Inc. History No change 205 11 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 200 11 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 24, 2026
GAMMA Investing LLC History No change 209 11 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 07, 2026
Glen Eagle Advisors, LLC History No change 200 11 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 196 11 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 11, 2026
Regatta Research & Money Management History No change 185 10 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 11, 2026
SALEM INVESTMENT COUNSELORS INC History No change 150 8 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 14, 2026
Founders Capital Management History No change 144 8 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 21, 2026
Versant Capital Management, Inc History No change 128 8 0.0% 0.0% 301 0 0.0% Q3 2026 Oct 01, 2026
VALLEY WEALTH MANAGERS, INC. History No change 139 7 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 04, 2026
Anchor Investment Management, LLC History No change 132 7 0.0% 0.0% 303 0 0.0% Q2 2026 Sep 15, 2026
SouthState Bank Corp History No change 115 6 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 06, 2026
Financial Gravity Companies, Inc. History No change 97 5 0.0% 0.0% 305 0 0.0% Q2 2026 Aug 05, 2026
Capital Investment Counsel, Inc History No change 100 5 0.0% 0.0% 306 0 0.0% Q2 2026 Jul 27, 2026
Aberdeen Wealth Management LLC History No change 100 5 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 104 5 0.0% 0.0% 308 0 0.0% Q2 2026 Jul 13, 2026
Synergy Investment Management, LLC History No change 106 5 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 14, 2026
Mountain Hill Investment Partners Corp. History No change 91 5 0.0% 0.0% 310 0 0.0% Q2 2026 Jul 16, 2026
Montgomery Financial Services LLC History No change 103 5 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 12, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 74 4 0.0% 0.0% 312 0 0.0% Q2 2026 Sep 02, 2026
Minot DeBlois Advisors LLC History No change 72 4 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 84 4 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 06, 2026
Signature Equity Partners, LLC History No change 80 4 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 30, 2026
First Bancorp, Inc /ME/ History No change 66 3 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 60 3 0.0% 0.0% 317 0 0.0% Q2 2026 Jul 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 69 3 0.0% 0.0% 318 0 0.0% Q2 2026 Jul 24, 2026
Core Capital Management & Research, inc. History No change 39 2 0.0% 0.0% 319 0 0.0% Q2 2026 Sep 09, 2026
PRIVATE TRUST CO NA History No change 20 1 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 28, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 20 1 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 13, 2026
VALLEY NATIONAL ADVISERS INC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Aristotle Capital Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Banque Cantonale Vaudoise History No change 5,000 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Concord Wealth Partners History No change 17 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Retirement Wealth Solutions LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Medallion Wealth Advisors, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Kroeger Financial Partners History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026