iSHARES TRUST - IYJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 767,063 | 127,831 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 443,260 | 73,869 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 440,201 | 73,359 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 389,701 | 64,943 | 0.81% | 0.81% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 328,994 | 54,826 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 289,334 | 48,217 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 263,826 | 43,966 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 201,167 | 33,524 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 178,454 | 29,739 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | No change | 144,050 | 23,867 | 4.14% | 4.14% | 10 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 113,634 | 18,937 | 1.74% | 1.74% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 100,000 | 16,665 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 99,762 | 16,627 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 93,578 | 15,594 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 86,882 | 14,478 | 2.2% | 2.2% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 74,753 | 12,457 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 71,458 | 11,658 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 68,758 | 11,458 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 67,201 | 11,199 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 62,500 | 10,415 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 56,932 | 9,487 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,832 | 9,471 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 60,560 | 9,288 | 0.11% | 0.13% | 23 | -1,350 | -2.18% | Q3 2026 | Oct 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 54,454 | 9,075 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Well Done, LLC | History | No change | 54,248 | 9,040 | 1.22% | 1.22% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 53,602 | 8,932 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 52,542 | 8,756 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 46,193 | 7,697 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,268 | 7,377 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 44,082 | 7,346 | 3.07% | 3.07% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,037 | 6,838 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 40,472 | 6,744 | 1.39% | 1.39% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 38,711 | 6,451 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 39,204 | 6,439 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 35,942 | 5,989 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 35,100 | 5,849 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 34,721 | 5,786 | 4.14% | 4.14% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modus Advisors, LLC | History | No change | 34,126 | 5,687 | 1.4% | 1.4% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 32,128 | 5,354 | 0.22% | 0.22% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 30,960 | 5,159 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 32,069 | 4,918 | 2.07% | 2.25% | 41 | -286 | -0.88% | Q3 2026 | Oct 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 29,354 | 4,891 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BlackRock, Inc. | History | No change | 27,766 | 4,627 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 27,670 | 4,611 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 29,313 | 4,496 | 0.12% | 0.14% | 45 | +641 | 2.24% | Q3 2026 | Oct 02, 2026 |
| FMR LLC | History | No change | 26,540 | 4,422 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 26,474 | 4,411 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 26,381 | 4,396 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 24,735 | 4,122 | 2.21% | 2.21% | 49 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 24,468 | 4,077 | 0.23% | 0.23% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 21,660 | 3,609 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 20,076 | 3,346 | 2.31% | 2.31% | 52 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tudor Financial Inc. | History | No change | 19,421 | 3,236 | 1.45% | 1.45% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 19,287 | 3,214 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 19,211 | 3,201 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 19,332 | 3,175 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 19,003 | 3,166 | 0.59% | 0.59% | 57 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,914 | 3,152 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 18,462 | 3,076 | 1.91% | 1.91% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCS Capital Management LLC | History | No change | 16,868 | 2,811 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 16,594 | 2,765 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 15,561 | 2,593 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westwind Capital | History | No change | 15,551 | 2,592 | 0.61% | 0.61% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 14,330 | 2,388 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 14,096 | 2,349 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 13,754 | 2,292 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 13,685 | 2,280 | 0.22% | 0.22% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 13,543 | 2,243 | 0.44% | 0.44% | 68 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 13,399 | 2,233 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,678 | 2,112 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 12,647 | 2,107 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waterloo Capital, L.P. | History | No change | 12,063 | 2,010 | 0.11% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 11,796 | 1,965 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 11,511 | 1,918 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JBR Co Financial Management Inc | History | No change | 11,423 | 1,903 | 0.69% | 0.69% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,347 | 1,891 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,087 | 1,847 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 10,928 | 1,821 | 0.19% | 0.19% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Essex LLC | History | No change | 10,850 | 1,808 | 0.27% | 0.27% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 10,723 | 1,786 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | No change | 10,277 | 1,712 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 9,930 | 1,654 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,622 | 1,603 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9,491 | 1,581 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,202 | 1,533 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 9,141 | 1,523 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,028 | 1,504 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 8,898 | 1,482 | 0.2% | 0.2% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ridge Creek Global, Inc | History | No change | 8,889 | 1,481 | 1.15% | 1.15% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 8,805 | 1,467 | 0.68% | 0.68% | 90 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,743 | 1,457 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 8,712 | 1,451 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Asset Management, LLC | History | No change | 8,653 | 1,442 | 0.32% | 0.32% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KKM Financial LLC | History | No change | 8,640 | 1,439 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 8,558 | 1,426 | 0.94% | 0.94% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,200 | 1,366 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,939 | 1,322 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,675 | 1,279 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 7,363 | 1,227 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 7,330 | 1,221 | 0.12% | 0.12% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 7,330 | 1,221 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 7,245 | 1,207 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,968 | 1,161 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 6,972 | 1,161 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 6,813 | 1,135 | 0.74% | 0.74% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 6,794 | 1,132 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 6,764 | 1,127 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simmons Bank | History | No change | 6,662 | 1,110 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 6,548 | 1,091 | 0.51% | 0.51% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 6,487 | 1,081 | 0.14% | 0.14% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Zhang Financial LLC | History | No change | 6,054 | 1,008 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,035 | 1,005 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Schuylkill Financial LLC | History | No change | 5,811 | 968 | 0.89% | 0.89% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allen Investment Management, LLC | History | No change | 5,639 | 939 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,541 | 923 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,542 | 923 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 5,280 | 879 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 5,243 | 873 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IMC-Chicago, LLC | History | No change | 5,204 | 867 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCS Wealth Management | History | No change | 5,100 | 849 | 0.15% | 0.15% | 120 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,089 | 848 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 4,921 | 820 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 4,830 | 804 | 0.13% | 0.13% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Management, LLC | History | No change | 4,803 | 800 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 4,772 | 795 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,737 | 789 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glenview Trust Co | History | No change | 4,700 | 783 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 4,510 | 751 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 4,435 | 739 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,425 | 737 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,416 | 735 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,394 | 732 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 4,393 | 732 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 4,395 | 728 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,337 | 722 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 4,230 | 704 | 0.16% | 0.16% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 4,119 | 686 | 0.18% | 0.18% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,115 | 685 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIL Ltd | History | No change | 4,018 | 669 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | History | No change | 4,002 | 666 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,980 | 663 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 3,819 | 636 | 0.47% | 0.47% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 3,748 | 625 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,699 | 616 | 0.2% | 0.2% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,690 | 614 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 3,613 | 602 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Family Wealth, LLC | History | No change | 3,600 | 599 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,542 | 590 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 3,540 | 589 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TPG Advisors LLC | History | No change | 3,498 | 582 | 0.32% | 0.32% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 3,411 | 568 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 3,393 | 565 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,383 | 563 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M3 Advisory Group, LLC | History | No change | 3,374 | 562 | 0.29% | 0.29% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Management Partners, LLC | History | No change | 3,316 | 552 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,291 | 548 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,244 | 540 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 3,189 | 531 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 3,178 | 529 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Greenspring Advisors, LLC | History | No change | 3,159 | 526 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,076 | 512 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 3,018 | 502 | 0.17% | 0.17% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,962 | 493 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,918 | 486 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 2,877 | 479 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 2,811 | 470 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,806 | 467 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 2,795 | 465 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,773 | 462 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,733 | 455 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,685 | 447 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 2,667 | 437 | 0.23% | 0.23% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,521 | 420 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BAILARD, INC. | History | No change | 2,498 | 416 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 2,458 | 409 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,469 | 404 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Royal Fund Management, LLC | History | No change | 2,403 | 400 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 2,384 | 397 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 2,374 | 395 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,370 | 394 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Investment Management, LLC | History | No change | 2,309 | 384 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 2,310 | 378 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SFE Investment Counsel | History | No change | 2,249 | 374 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 2,203 | 367 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,135 | 355 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 2,127 | 354 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 2,118 | 353 | 0.1% | 0.1% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 2,116 | 352 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | No change | 2,104 | 350 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Apollon Financial, LLC | History | No change | 2,082 | 346 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| V2 Financial group LLC | History | No change | 2,000 | 333 | 0.12% | 0.12% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 1,995 | 332 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 1,980 | 330 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 1,975 | 329 | 0.1% | 0.1% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,974 | 328 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 1,963 | 327 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 1,953 | 325 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop Holdings Inc. | History | No change | 1,955 | 325 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chemistry Wealth Management LLC | History | No change | 1,956 | 325 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,899 | 316 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,895 | 315 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pictet North America Advisors SA | History | No change | 1,891 | 315 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,859 | 309 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 1,764 | 294 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,752 | 291 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,740 | 290 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trexquant Investment LP | History | No change | 1,724 | 287 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Brown,Inc. | History | No change | 1,709 | 284 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 1,708 | 284 | 0.15% | 0.15% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,700 | 283 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,700 | 283 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,653 | 275 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McClarren Financial Advisors, Inc. | History | No change | 1,648 | 274 | 0.14% | 0.14% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,642 | 273 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,631 | 271 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Soltis Investment Advisors LLC | History | No change | 1,618 | 269 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 1,600 | 266 | 0.09% | 0.09% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,592 | 265 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 1,590 | 264 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kovack Advisors, Inc. | History | No change | 1,576 | 262 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 1,549 | 258 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CENTRAL TRUST Co | History | No change | 1,543 | 257 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFG Advisors | History | No change | 1,536 | 256 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,532 | 255 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 1,534 | 255 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 1,528 | 254 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,517 | 252 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VIMA LLC | History | No change | 1,514 | 252 | 0.25% | 0.25% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 1,503 | 250 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 1,500 | 249 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,500 | 249 | 0.13% | 0.13% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 1,492 | 248 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| One Wealth Advisors, LLC | History | No change | 1,487 | 247 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 1,475 | 245 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,469 | 244 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Indivisible Partners | History | No change | 1,464 | 243 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,454 | 242 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,406 | 234 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,404 | 234 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 1,407 | 233 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 1,389 | 231 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,369 | 228 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,360 | 226 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HFG Advisors, Inc. | History | No change | 1,358 | 226 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 1,354 | 225 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| True Link Financial Advisors, LLC | History | No change | 1,355 | 225 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Carnegie Investment Counsel | History | No change | 1,332 | 221 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 1,320 | 219 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IVC Wealth Advisors LLC | History | No change | 1,280 | 213 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 1,275 | 212 | 0.09% | 0.09% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 1,274 | 212 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUE Private Wealth Advisors | History | No change | 1,274 | 212 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Retirement Planning Group, LLC | History | No change | 1,263 | 210 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Chesapeake Wealth Management | History | No change | 1,261 | 210 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBH ADVISORY INC | History | No change | 1,260 | 209 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 1,260 | 209 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 1,248 | 207 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kaizen Financial Strategies | History | No change | 1,246 | 206 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST MERCHANTS CORP | History | No change | 1,234 | 205 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,234 | 205 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Urban Wealth Management, LLC | History | No change | 1,220 | 203 | 0.18% | 0.18% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First National Bank of Hutchinson | History | No change | 1,208 | 201 | 0.11% | 0.11% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,211 | 201 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 1,205 | 200 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,178 | 196 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swisher Financial Concepts, Inc. | History | No change | 1,092 | 181 | 0.11% | 0.11% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,090 | 181 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | No change | 1,031 | 171 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,037 | 171 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,002 | 166 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,000 | 166 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 900 | 149 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 894 | 148 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 856 | 142 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Davis Capital Management | History | No change | 821 | 136 | 0.08% | 0.08% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Abound Wealth Management | History | No change | 813 | 135 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 799 | 133 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 775 | 129 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 767 | 127 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 680 | 113 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 644 | 107 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 600 | 99 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 578 | 96 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 576 | 95 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MidFirst Bank | History | No change | 525 | 87 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 500 | 83 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 451 | 75 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 456 | 75 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 430 | 71 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 403 | 67 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 378 | 62 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 376 | 62 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Redwood Park Advisors LLC | History | No change | 331 | 55 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 374 | 55 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | No change | 335 | 55 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 311 | 51 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 269 | 44 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| BankChampaign, National Association | History | No change | 250 | 41 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 242 | 40 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 240 | 40 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |