iSHARES TRUST - IYK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | No change | 1,740,483 | 126,463 | 0.94% | 0.94% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 989,730 | 72,764 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 819,267 | 59,527 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 779,206 | 56,617 | 0.87% | 0.87% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 757,167 | 55,015 | 0.65% | 0.65% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 684,765 | 49,755 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 559,882 | 40,681 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 472,865 | 34,358 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 365,210 | 26,536 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | No change | 308,545 | 22,418 | 0.28% | 0.28% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 270,687 | 19,667 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 251,360 | 18,263 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 242,439 | 17,615 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 217,097 | 15,774 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 216,398 | 15,723 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 214,283 | 15,569 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 211,879 | 15,395 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 205,812 | 14,959 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 186,826 | 13,574 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 174,796 | 12,701 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 141,612 | 10,289 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 136,573 | 9,923 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 118,324 | 8,597 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 117,020 | 8,502 | 2.45% | 2.45% | 24 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 113,672 | 8,259 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 102,650 | 7,458 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthSpring Partners, LLC | History | No change | 100,371 | 7,292 | 6.27% | 6.27% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 94,306 | 6,852 | 0.8% | 0.8% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 79,192 | 5,754 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 66,583 | 4,837 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 65,416 | 4,817 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 50,014 | 3,634 | 1.76% | 1.76% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 45,524 | 3,307 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 45,380 | 3,297 | 1.03% | 1.03% | 34 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 40,168 | 2,918 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Citizens Financial Corp | History | Reduced | 38,008 | 2,688 | 1.13% | 1.16% | 36 | -146 | -0.38% | Q3 2026 | Oct 02, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 36,530 | 2,654 | 0.21% | 0.21% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,943 | 2,611 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 34,897 | 2,536 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 34,829 | 2,530 | 0.12% | 0.12% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Storen Legacy Partners, LLC | History | No change | 33,833 | 2,458 | 0.67% | 0.67% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XTX Topco Ltd | History | No change | 33,193 | 2,411 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 30,180 | 2,192 | 0.21% | 0.21% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Consolidated Investment Group LLC | History | No change | 27,900 | 2,027 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,163 | 1,973 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 26,361 | 1,915 | 0.47% | 0.47% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 26,277 | 1,909 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 25,805 | 1,874 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | No change | 25,339 | 1,841 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 25,060 | 1,820 | 0.31% | 0.31% | 50 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 24,153 | 1,754 | 0.47% | 0.47% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SFI Advisors, LLC | History | No change | 23,834 | 1,731 | 1.49% | 1.49% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 23,124 | 1,680 | 0.9% | 0.9% | 53 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 22,386 | 1,645 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| R2 Capital Strategies, LLC | History | No change | 22,427 | 1,629 | 0.74% | 0.74% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hilltop Holdings Inc. | History | No change | 21,142 | 1,536 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S&A Financial Services, Inc. | History | No change | 20,173 | 1,465 | 0.89% | 0.89% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,434 | 1,412 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 19,334 | 1,404 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,159 | 1,392 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 19,071 | 1,385 | 0.63% | 0.63% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 18,463 | 1,362 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waterloo Capital, L.P. | History | No change | 18,727 | 1,360 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sovran Advisors, LLC | History | No change | 17,511 | 1,349 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 18,168 | 1,335 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 18,185 | 1,321 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 16,895 | 1,227 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 15,234 | 1,106 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 15,766 | 1,094 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,719 | 1,069 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 14,709 | 1,068 | 0.34% | 0.34% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,320 | 1,040 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 14,268 | 1,036 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 14,103 | 1,024 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 13,728 | 997 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,707 | 995 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset One Wealth Management LLC | History | No change | 13,267 | 969 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Counterweight Ventures, LLC | History | No change | 13,313 | 967 | 0.48% | 0.48% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,218 | 960 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 13,143 | 954 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 12,870 | 935 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 12,568 | 913 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 12,519 | 910 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 12,298 | 893 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 11,975 | 870 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,817 | 858 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 11,794 | 856 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,579 | 841 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simmons Bank | History | No change | 11,457 | 832 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atria Investments, Inc | History | No change | 11,424 | 830 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stone Wealth Partners | History | No change | 11,248 | 817 | 0.6% | 0.6% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 11,112 | 807 | 0.6% | 0.6% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 10,770 | 782 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stillwater Capital Advisors, LLC | History | No change | 10,607 | 770 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN ADVISORY INC | History | No change | 10,561 | 767 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex LLC | History | No change | 10,484 | 761 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,319 | 749 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Adams Wealth Management | History | No change | 9,759 | 709 | 0.14% | 0.14% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 9,759 | 709 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONECO ADVISORS, LLC | History | No change | 9,756 | 708 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,728 | 706 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 9,462 | 687 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighPoint Advisor Group LLC | History | No change | 9,036 | 656 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BCS Wealth Management | History | No change | 9,000 | 653 | 0.12% | 0.12% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 8,892 | 646 | 0.63% | 0.63% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,759 | 636 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 8,421 | 611 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 8,064 | 585 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 8,043 | 584 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 7,959 | 578 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 7,825 | 568 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,816 | 567 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,772 | 564 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,616 | 553 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,404 | 537 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New Insight Wealth Advisors | History | No change | 7,270 | 528 | 0.16% | 0.16% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,237 | 525 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bellwether Advisors, LLC | History | No change | 7,234 | 525 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,067 | 513 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blankinship & Foster, LLC | History | No change | 6,934 | 503 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 6,852 | 497 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,610 | 480 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 6,506 | 472 | 0.19% | 0.19% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,320 | 459 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,314 | 458 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,178 | 448 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 6,053 | 439 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 5,915 | 429 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 5,885 | 416 | 0.0% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 5,737 | 416 | 0.25% | 0.25% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accel Wealth Management | History | No change | 5,697 | 413 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 5,676 | 412 | 0.22% | 0.22% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,603 | 407 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 5,592 | 406 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | No change | 5,546 | 402 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 5,531 | 401 | 0.22% | 0.22% | 136 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,261 | 382 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 5,249 | 381 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 5,180 | 376 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,053 | 367 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENLEAF TRUST | History | No change | 4,983 | 362 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Financial Advisory LLC | History | No change | 4,899 | 355 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 4,878 | 354 | 0.14% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Traveka Wealth, LLC | History | No change | 4,883 | 354 | 0.12% | 0.12% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 4,851 | 352 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PUREfi Wealth, LLC | History | No change | 4,856 | 352 | 0.19% | 0.19% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,732 | 343 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,654 | 338 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 4,562 | 331 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 4,523 | 328 | 0.23% | 0.23% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Targeted Financial Services LLC | History | No change | 4,483 | 325 | 0.24% | 0.24% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Symphony Financial Services, Inc. | History | No change | 4,418 | 321 | 0.14% | 0.14% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 4,385 | 318 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,332 | 314 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cordatus Wealth Management LLC | History | No change | 4,233 | 307 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 4,218 | 306 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,204 | 305 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,166 | 302 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Investment Management, LLC | History | No change | 4,083 | 296 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 4,055 | 294 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 3,988 | 289 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 3,952 | 287 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TritonPoint Partners, LLC | History | No change | 3,914 | 284 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 3,895 | 283 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 3,720 | 270 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,697 | 268 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| V2 Financial group LLC | History | No change | 3,600 | 261 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,562 | 258 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3,527 | 256 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,507 | 254 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,500 | 254 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,472 | 252 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,364 | 244 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BAILARD, INC. | History | No change | 3,350 | 243 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 3,330 | 241 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 3,306 | 240 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| High Point Wealth Management, LLC | History | No change | 3,305 | 240 | 0.2% | 0.2% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversified Enterprises, LLC | History | No change | 3,297 | 239 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,223 | 234 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 3,205 | 232 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,174 | 230 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 3,149 | 228 | 0.31% | 0.31% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 3,102 | 225 | 0.11% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sigma Planning Corp | History | No change | 3,054 | 221 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,026 | 219 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,000 | 218 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Center for Wealth Management Advisory | History | No change | 2,977 | 216 | 0.14% | 0.14% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 2,956 | 214 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REDW Wealth LLC | History | No change | 2,903 | 210 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 2,895 | 210 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| United Advisor Group, LLC | History | No change | 2,805 | 203 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,775 | 201 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 2,771 | 201 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | No change | 2,366 | 171 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,281 | 165 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 2,262 | 164 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,250 | 163 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,100 | 152 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,021 | 146 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,995 | 144 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAYBAN | History | No change | 1,750 | 127 | 0.1% | 0.1% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,709 | 124 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPH & CO | History | No change | 1,530 | 111 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,406 | 102 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,366 | 99 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 1,339 | 97 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,341 | 97 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,260 | 92 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,170 | 85 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 1,155 | 83 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,128 | 81 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,110 | 80 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1,023 | 74 | 0.06% | 0.06% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 960 | 69 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 890 | 64 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitlin John, LLC | History | No change | 891 | 64 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 834 | 60 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Forum Finance Group S.A. | History | No change | 1,020 | 60 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 823 | 59 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Davis Capital Management | History | No change | 732 | 53 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 705 | 51 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 690 | 50 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYM FINANCIAL Corp | History | No change | 686 | 49 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST HORIZON CORP | History | No change | 627 | 45 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 592 | 43 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | No change | 600 | 43 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 552 | 40 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 532 | 38 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 494 | 35 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 475 | 34 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 462 | 33 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Highland Investment Advisors LLC | History | No change | 465 | 33 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 450 | 32 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manchester Capital Management LLC | History | No change | 441 | 32 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 450 | 32 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CX Institutional | History | Added to | 444 | 31 | 0.0% | 0.0% | 236 | +6 | 1.37% | Q3 2026 | Oct 02, 2026 |
| Ancora Advisors LLC | History | No change | 420 | 30 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bangor Savings Bank | History | No change | 408 | 29 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 406 | 29 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 390 | 28 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | No change | 365 | 26 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key Capital Management, INC | History | No change | 360 | 26 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 300 | 21 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Front Row Advisors LLC | History | No change | 288 | 21 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 300 | 21 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Piscataqua Savings Bank | History | No change | 300 | 21 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capitol Family Office, Inc. | History | No change | 297 | 21 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Basepoint Wealth LLC | History | No change | 280 | 20 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 286 | 20 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 270 | 19 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 249 | 18 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 256 | 18 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COUNTRY TRUST BANK | History | No change | 240 | 17 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 237 | 17 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Continuum Advisory, LLC | History | No change | 222 | 16 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 204 | 14 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Analysts, LLC | History | No change | 198 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Synergy Investment Management, LLC | History | No change | 198 | 14 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 165 | 11 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 150 | 10 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 124 | 9 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 137 | 9 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortis Group Advisors, LLC | History | No change | 126 | 9 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 118 | 8 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Olistico Wealth, LLC | History | No change | 120 | 8 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AE Wealth Management LLC | History | No change | 97 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 108 | 7 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 99 | 7 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Group, LTD | History | No change | 102 | 7 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | No change | 64 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Founders Financial Alliance, LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HM PAYSON & CO | History | No change | 53 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EPG Wealth Management LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Capital Management & Research, inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Covestor Ltd | History | No change | 30 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 21 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investors Research Corp | History | No change | 23 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GAMMA Investing LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fairscale Capital, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisor Network LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |