iSHARES TRUST - IYH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | No change | 2,577,753 | 172,735 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,203,857 | 147,680 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,527,301 | 102,344 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,482,478 | 99,340 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PGIM Custom Harvest LLC | History | No change | 1,054,594 | 70,668 | 0.89% | 0.89% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,029,546 | 68,989 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 915,094 | 61,320 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 849,727 | 56,939 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 756,281 | 50,678 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 609,679 | 40,962 | 1.95% | 1.95% | 10 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 590,123 | 39,544 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 420,482 | 28,176 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 373,872 | 25,059 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 322,764 | 21,628 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 278,971 | 18,694 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 268,677 | 18,004 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 192,084 | 12,992 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 183,420 | 12,290 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 173,804 | 11,647 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 165,234 | 11,224 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 163,818 | 10,977 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | No change | 157,311 | 10,541 | 2.81% | 2.81% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 156,064 | 10,457 | 1.36% | 1.36% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 126,850 | 8,500 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 119,875 | 8,033 | 0.09% | 0.09% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 116,724 | 7,821 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 115,423 | 7,739 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SP Asset Management LLC | History | No change | 102,390 | 6,861 | 0.55% | 0.55% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ninety One SA (PTY) Ltd | History | No change | 102,200 | 6,848 | 0.37% | 0.37% | 29 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| First Citizens Financial Corp | History | Reduced | 92,342 | 6,607 | 2.78% | 2.6% | 30 | -375 | -0.4% | Q3 2026 | Oct 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 95,379 | 6,391 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 90,190 | 6,043 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 84,602 | 5,669 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 81,135 | 5,436 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 79,645 | 5,337 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 79,533 | 5,329 | 1.52% | 1.52% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 77,580 | 5,198 | 2.12% | 2.12% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 77,115 | 5,167 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 73,540 | 4,927 | 0.5% | 0.5% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 71,435 | 4,786 | 0.7% | 0.7% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HC Advisors, LLC | History | No change | 69,580 | 4,662 | 2.83% | 2.83% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisors, LLC | History | No change | 68,063 | 4,560 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 64,414 | 4,316 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lighthouse Financial LLC | History | No change | 63,024 | 4,223 | 2.19% | 2.19% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 56,535 | 3,788 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 55,543 | 3,721 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowa Financial Group, Inc. | History | No change | 55,039 | 3,688 | 1.72% | 1.72% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| National Philanthropic Trust | History | No change | 54,427 | 3,647 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 53,838 | 3,607 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 52,744 | 3,580 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 53,412 | 3,579 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 53,041 | 3,554 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 52,020 | 3,486 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 50,890 | 3,408 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 50,058 | 3,354 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 49,200 | 3,296 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 47,015 | 3,150 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 46,017 | 3,083 | 0.44% | 0.44% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ethos Financial Group, LLC | History | No change | 45,001 | 3,015 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 44,401 | 2,975 | 1.08% | 1.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 42,844 | 2,870 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARSHALL WACE, LLP | History | No change | 42,584 | 2,853 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOM Asset Management Ltd | History | No change | 42,439 | 2,843 | 0.73% | 0.73% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 41,095 | 2,791 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 40,897 | 2,740 | 0.22% | 0.22% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | No change | 39,866 | 2,671 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 38,497 | 2,579 | 0.25% | 0.25% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 37,430 | 2,508 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 35,947 | 2,408 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 35,075 | 2,350 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 34,750 | 2,329 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 34,361 | 2,302 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Essex LLC | History | No change | 34,140 | 2,287 | 0.35% | 0.35% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 33,629 | 2,253 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, LLC | History | No change | 33,476 | 2,243 | 0.51% | 0.51% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NWF Advisory Services Inc. | History | No change | 32,437 | 2,173 | 0.2% | 0.2% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 31,694 | 2,123 | 1.65% | 1.65% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 31,113 | 2,084 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 29,989 | 2,009 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 29,840 | 1,999 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MGO ONE SEVEN LLC | History | No change | 29,712 | 1,991 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 29,587 | 1,982 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 29,093 | 1,949 | 0.9% | 0.9% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Audent Global Asset Management, LLC | History | No change | 28,844 | 1,932 | 2.16% | 2.16% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 27,762 | 1,860 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 27,592 | 1,848 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 27,470 | 1,840 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 27,014 | 1,810 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,480 | 1,774 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 26,382 | 1,767 | 0.81% | 0.81% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAVENPORT & Co LLC | History | No change | 26,354 | 1,765 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | No change | 25,697 | 1,721 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 24,895 | 1,672 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 24,268 | 1,626 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 24,146 | 1,618 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 23,911 | 1,611 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMERCE BANK | History | No change | 23,592 | 1,580 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | No change | 23,458 | 1,571 | 0.21% | 0.21% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 23,126 | 1,549 | 0.96% | 0.96% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 23,087 | 1,547 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Wealth | History | No change | 22,802 | 1,528 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 22,724 | 1,522 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sankala Group LLC | History | No change | 21,008 | 1,510 | 1.01% | 1.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mariner, LLC | History | No change | 22,070 | 1,478 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 21,917 | 1,477 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 21,998 | 1,474 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 21,642 | 1,450 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 21,401 | 1,434 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Simmons Bank | History | No change | 21,060 | 1,411 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | No change | 21,015 | 1,408 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 20,910 | 1,401 | 0.65% | 0.65% | 111 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 20,248 | 1,356 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 20,070 | 1,345 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Adams Wealth Management | History | No change | 19,830 | 1,328 | 0.25% | 0.25% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 19,830 | 1,328 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 19,614 | 1,314 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 19,196 | 1,286 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 19,088 | 1,279 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 18,993 | 1,272 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SMITH, MOORE & CO. | History | No change | 18,620 | 1,247 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 18,363 | 1,230 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 18,280 | 1,224 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 18,139 | 1,215 | 0.9% | 0.9% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VestGen Advisors, LLC | History | No change | 17,426 | 1,167 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 17,392 | 1,165 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WCG Wealth Advisors LLC | History | No change | 17,376 | 1,164 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 16,709 | 1,162 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFG Advisory, LLC | History | No change | 16,976 | 1,137 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 16,833 | 1,127 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 18,161 | 1,119 | 0.14% | 0.14% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset One Wealth Management LLC | History | No change | 16,533 | 1,104 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 16,345 | 1,095 | 0.1% | 0.1% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,317 | 1,093 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,078 | 1,077 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 15,279 | 1,073 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| My Personal CFO, LLC | History | No change | 16,000 | 1,072 | 0.42% | 0.42% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 15,800 | 1,058 | 0.64% | 0.64% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WESBANCO BANK INC | History | No change | 15,625 | 1,047 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 15,416 | 1,032 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | No change | 15,039 | 1,009 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 15,040 | 1,007 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 15,024 | 1,006 | 0.48% | 0.48% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 15,002 | 1,005 | 0.42% | 0.42% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 14,900 | 998 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 14,870 | 996 | 0.17% | 0.17% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 14,863 | 995 | 0.31% | 0.31% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 14,566 | 976 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 14,539 | 974 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Indivisible Partners | History | No change | 14,539 | 974 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Haverford Trust Co | History | No change | 14,410 | 965 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glenview Trust Co | History | No change | 14,393 | 964 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BROWN ADVISORY INC | History | No change | 14,065 | 942 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxinas Partners, LLC | History | No change | 13,980 | 936 | 0.37% | 0.37% | 153 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Royal Fund Management, LLC | History | No change | 13,806 | 925 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TritonPoint Partners, LLC | History | No change | 13,794 | 924 | 0.08% | 0.08% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Climber Capital SA | History | No change | 19,064 | 917 | 0.56% | 0.56% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Claro Advisors Inc. | History | No change | 13,643 | 914 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 13,625 | 913 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 13,519 | 905 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Point Wealth Management, LLC | History | No change | 13,414 | 898 | 0.73% | 0.73% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 13,196 | 884 | 0.23% | 0.23% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 13,188 | 883 | 0.22% | 0.22% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bellwether Advisors, LLC | History | No change | 13,169 | 882 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| V2 Financial group LLC | History | No change | 13,000 | 871 | 0.32% | 0.32% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,909 | 865 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | No change | 12,717 | 852 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,708 | 851 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 12,652 | 847 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 12,596 | 844 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sowell Financial Services LLC | History | No change | 12,568 | 842 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 12,486 | 836 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | History | No change | 12,368 | 828 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 12,349 | 827 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,060 | 808 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,849 | 793 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boreal Capital Management LLC | History | No change | 11,695 | 783 | 0.58% | 0.58% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 11,628 | 779 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,473 | 768 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 11,453 | 767 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,189 | 749 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 10,924 | 744 | 0.09% | 0.09% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 11,080 | 742 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 11,085 | 742 | 0.19% | 0.19% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sachetta, LLC | History | No change | 11,033 | 739 | 0.36% | 0.36% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asempa Wealth Advisors | History | No change | 11,022 | 738 | 0.55% | 0.55% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,611 | 711 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | No change | 10,404 | 697 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Owen LaRue, LLC | History | No change | 10,118 | 678 | 0.24% | 0.24% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,062 | 674 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,061 | 674 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 10,060 | 674 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 10,055 | 673 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 10,000 | 670 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American State Bank (Iowa) | History | No change | 9,915 | 664 | 0.27% | 0.27% | 194 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valor Advisors LLC | History | No change | 9,875 | 661 | 0.49% | 0.49% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 9,596 | 643 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,550 | 639 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,446 | 632 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 9,415 | 630 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Carnegie Investment Counsel | History | No change | 9,370 | 627 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 9,320 | 624 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 9,316 | 624 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 9,299 | 623 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Thomasville National Bank | History | No change | 9,275 | 621 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 9,231 | 618 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,192 | 615 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 9,175 | 614 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Black Swift Group, LLC | History | No change | 9,175 | 614 | 0.09% | 0.09% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial Services, Inc. | History | No change | 9,170 | 614 | 0.28% | 0.28% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Acropolis Investment Management, LLC | History | No change | 9,070 | 607 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealthspire Retirement, LLC | History | No change | 9,000 | 603 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,981 | 601 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,905 | 596 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 8,800 | 589 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 8,589 | 575 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,534 | 571 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Retirement Planning Group, LLC | History | No change | 8,432 | 565 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,404 | 563 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,393 | 562 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 8,348 | 559 | 0.26% | 0.26% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Indie Asset Partners, LLC | History | No change | 8,355 | 559 | 0.54% | 0.54% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 8,231 | 551 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,203 | 549 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 8,096 | 542 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Finley Financial, LLC | History | No change | 8,025 | 537 | 0.22% | 0.22% | 225 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 7,970 | 534 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 7,930 | 531 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,890 | 528 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 7,835 | 525 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sage Capital Management, LLC | History | No change | 7,768 | 520 | 0.2% | 0.2% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,742 | 518 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 7,680 | 514 | 0.06% | 0.06% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 7,575 | 507 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 7,491 | 501 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 7,478 | 501 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Moment Partners, LLC | History | No change | 7,375 | 494 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Archer Investment Corp | History | No change | 7,371 | 493 | 0.1% | 0.1% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisor Resource Council | History | No change | 7,003 | 480 | 0.14% | 0.14% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 6,875 | 478 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,145 | 478 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,129 | 477 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 7,071 | 473 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 7,055 | 472 | 0.27% | 0.27% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jacobs Equity LLC | History | No change | 7,035 | 471 | 0.33% | 0.33% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 7,011 | 469 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 6,986 | 468 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,965 | 466 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MRA Advisory Group | History | No change | 6,935 | 464 | 0.17% | 0.17% | 248 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Weaver Consulting Group | History | No change | 6,838 | 458 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Manchester Capital Management LLC | History | No change | 6,665 | 446 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Athena Investment Management | History | No change | 6,546 | 438 | 0.26% | 0.26% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kelsey Financial, LLC | History | No change | 6,500 | 435 | 0.33% | 0.33% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Armor Investment Advisors, LLC | History | No change | 6,464 | 433 | 0.14% | 0.14% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Financial Advisors, LLC | History | No change | 6,466 | 433 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6,407 | 429 | 0.18% | 0.18% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Counterweight Ventures, LLC | History | No change | 6,154 | 412 | 0.21% | 0.21% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| North Star Investment Management Corp. | History | No change | 6,105 | 409 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | No change | 6,113 | 409 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 6,100 | 408 | 0.22% | 0.22% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 6,076 | 407 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,497 | 400 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Visionary Wealth Advisors | History | No change | 5,932 | 397 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 5,873 | 393 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 5,832 | 390 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,785 | 387 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,594 | 384 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 5,705 | 382 | 0.15% | 0.15% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 5,692 | 381 | 0.13% | 0.13% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 5,647 | 378 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,652 | 378 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 5,639 | 377 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 5,634 | 377 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 5,639 | 377 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 5,612 | 376 | 0.11% | 0.11% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 5,614 | 376 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,590 | 374 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,526 | 370 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,506 | 368 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,500 | 368 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colorado Capital Management, Inc. | History | No change | 5,455 | 366 | 0.12% | 0.12% | 280 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,460 | 365 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Principle Wealth Partners LLC | History | No change | 5,435 | 364 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| August Group Capital Ltd | History | No change | 5,429 | 363 | 0.4% | 0.4% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 5,396 | 361 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TPG Advisors LLC | History | No change | 5,375 | 360 | 0.2% | 0.2% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arrowroot Family Office, LLC | History | No change | 5,359 | 359 | 0.1% | 0.1% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,322 | 356 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,257 | 352 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ignite Planners, LLC | History | No change | 5,211 | 349 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BAILARD, INC. | History | No change | 5,150 | 345 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Redwood Financial Network Corp | History | No change | 5,144 | 344 | 0.19% | 0.19% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 5,111 | 342 | 0.14% | 0.14% | 292 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waverly Advisors, LLC | History | No change | 5,061 | 339 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 5,000 | 335 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 5,000 | 335 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PW Nova Financial Services LLC | History | No change | 5,005 | 335 | 0.07% | 0.07% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spire Wealth Management | History | No change | 4,940 | 331 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,853 | 329 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 4,908 | 328 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,881 | 327 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |