iSHARES TRUST - IYM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 439,825 | 78,961 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 354,526 | 63,648 | 11.65% | 11.65% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 346,800 | 62,261 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 327,506 | 58,797 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 238,055 | 42,738 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 152,872 | 27,445 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 112,984 | 20,284 | 6.14% | 6.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 107,225 | 19,250 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 91,995 | 16,515 | 0.17% | 0.17% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 91,062 | 16,348 | 0.19% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 89,501 | 16,068 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 89,156 | 16,006 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 86,997 | 15,617 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 86,055 | 15,449 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 81,336 | 14,602 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 79,550 | 14,282 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 78,713 | 14,131 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PGIM Custom Harvest LLC | History | No change | 66,502 | 11,939 | 0.15% | 0.15% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 62,411 | 11,218 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 61,497 | 11,040 | 0.33% | 0.33% | 20 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Three Seasons Wealth, LLC | History | No change | 57,963 | 10,406 | 0.95% | 0.95% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 47,200 | 8,473 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 43,515 | 7,812 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial Consulting LLC | History | No change | 42,511 | 7,632 | 5.18% | 5.18% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | No change | 39,664 | 7,121 | 0.46% | 0.46% | 25 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 39,548 | 7,100 | 3.29% | 3.29% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 37,239 | 6,685 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 37,063 | 6,653 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,398 | 6,355 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 35,346 | 6,345 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 35,031 | 6,288 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 33,174 | 5,955 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 28,562 | 5,128 | 0.2% | 0.2% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 27,867 | 5,002 | 1.42% | 1.42% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 26,114 | 4,688 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 25,900 | 4,649 | 0.37% | 0.37% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 24,833 | 4,458 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 23,661 | 4,247 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,631 | 4,238 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 20,953 | 3,761 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 20,130 | 3,613 | 0.17% | 0.17% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,858 | 3,565 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GTS SECURITIES LLC | History | No change | 19,156 | 3,439 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,519 | 3,324 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Planning Fort Collins, LLC | History | No change | 17,172 | 3,039 | 2.3% | 2.3% | 45 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,153 | 2,720 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,646 | 2,629 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 14,780 | 2,627 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 14,637 | 2,627 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 14,468 | 2,597 | 0.7% | 0.7% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 14,153 | 2,540 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 14,117 | 2,534 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | No change | 14,117 | 2,534 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,809 | 2,479 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 13,666 | 2,453 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthstar Advisors, LLC | History | No change | 12,037 | 2,161 | 0.63% | 0.63% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Counterweight Ventures, LLC | History | No change | 11,680 | 2,096 | 1.04% | 1.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathway Financial Advisors LLC | History | No change | 10,642 | 1,938 | 0.23% | 0.23% | 58 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 10,562 | 1,896 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Composition Wealth, LLC | History | No change | 10,396 | 1,866 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 9,214 | 1,654 | 0.37% | 0.37% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,098 | 1,633 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | No change | 8,986 | 1,613 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Harvest Investment Services, LLC | History | No change | 8,841 | 1,587 | 0.25% | 0.25% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 8,825 | 1,584 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 8,812 | 1,569 | 0.66% | 0.66% | 66 | -33 | -0.37% | Q3 2026 | Oct 02, 2026 |
| Corient Private Wealth LP | History | No change | 8,341 | 1,497 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Merit Financial Group, LLC | History | No change | 8,260 | 1,482 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 8,138 | 1,460 | 0.55% | 0.55% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 7,790 | 1,398 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Balboa Wealth Partners | History | No change | 7,364 | 1,322 | 0.18% | 0.18% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 7,359 | 1,321 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,929 | 1,243 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,696 | 1,202 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,601 | 1,190 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 6,365 | 1,142 | 0.31% | 0.31% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| &PARTNERS | History | No change | 6,351 | 1,140 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | No change | 6,250 | 1,122 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,956 | 1,069 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 5,872 | 1,054 | 0.26% | 0.26% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 5,306 | 952 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,192 | 932 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 5,029 | 902 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 5,015 | 900 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 4,990 | 895 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,939 | 887 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,918 | 882 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,835 | 868 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balefire, LLC | History | No change | 4,790 | 859 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | No change | 4,637 | 832 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,616 | 828 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nikulski Financial, Inc. | History | No change | 4,564 | 819 | 0.18% | 0.18% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 4,514 | 810 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Partners, LLC | History | No change | 4,511 | 809 | 0.19% | 0.19% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Line Capital, LLC / IL | History | No change | 4,250 | 763 | 0.64% | 0.64% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,159 | 741 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simmons Bank | History | No change | 3,950 | 709 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Algorithmic Investment Models, LLC | History | No change | 3,848 | 690 | 0.8% | 0.8% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Freedom Investing, LLC | History | No change | 3,886 | 683 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 3,669 | 658 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,617 | 649 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,602 | 646 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 3,597 | 645 | 0.39% | 0.39% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dakota Wealth Management | History | No change | 3,500 | 628 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Asset Management, LLC | History | No change | 3,469 | 622 | 0.14% | 0.14% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,389 | 608 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 3,346 | 600 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,329 | 597 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essex LLC | History | No change | 3,310 | 594 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,247 | 582 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,150 | 565 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,019 | 563 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,119 | 559 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 3,110 | 558 | 0.37% | 0.37% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,068 | 551 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,050 | 542 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,015 | 541 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,986 | 536 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 2,915 | 519 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| KKM Financial LLC | History | No change | 2,885 | 517 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 2,848 | 511 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,818 | 505 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 2,797 | 502 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 2,765 | 496 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Spire Wealth Management | History | No change | 2,628 | 471 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 2,622 | 470 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HFG Advisors, Inc. | History | No change | 2,576 | 462 | 0.29% | 0.29% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 2,522 | 452 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Expressive Wealth LLC | History | No change | 2,467 | 442 | 0.42% | 0.42% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BTS Asset Management, Inc. | History | No change | 2,442 | 438 | 0.92% | 0.92% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 2,432 | 436 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,383 | 427 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 2,370 | 425 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,326 | 417 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 2,307 | 414 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,265 | 406 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 2,229 | 400 | 0.3% | 0.3% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 2,267 | 398 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Advisors, LLC | History | No change | 2,195 | 394 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 2,189 | 393 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnus Financial Group LLC | History | No change | 2,182 | 391 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mattern Wealth Management LLC | History | No change | 2,145 | 385 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 2,099 | 376 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,042 | 366 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | No change | 2,027 | 363 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 1,851 | 332 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tidal Investments LLC | History | No change | 1,762 | 316 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,759 | 315 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 1,750 | 314 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,752 | 314 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,675 | 300 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | No change | 1,669 | 299 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | No change | 1,659 | 297 | 0.12% | 0.12% | 153 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 1,659 | 297 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | No change | 1,637 | 293 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtue Capital Management, LLC | History | No change | 1,634 | 293 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 1,500 | 269 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 1,500 | 269 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,462 | 262 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 1,455 | 261 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,427 | 256 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,408 | 252 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 1,392 | 250 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Busey Bank | History | No change | 1,396 | 250 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,394 | 250 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Group, LLC | History | No change | 1,390 | 249 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,374 | 246 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,365 | 244 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,353 | 243 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Junk Investment Group, LLC | History | No change | 1,326 | 238 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 1,316 | 236 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NWAM LLC | History | No change | 1,317 | 236 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 1,300 | 233 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,291 | 231 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 1,249 | 224 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthCare Asset Management, LLC | History | No change | 1,244 | 223 | 0.09% | 0.09% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,247 | 223 | 0.17% | 0.17% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlas Brown,Inc. | History | No change | 1,242 | 222 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 1,241 | 222 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLC Capital Advisors | History | No change | 1,233 | 221 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 1,215 | 218 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 1,199 | 215 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,173 | 210 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Bank of Kentucky | History | No change | 1,175 | 210 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lynx Investment Advisory | History | No change | 1,141 | 204 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,117 | 200 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,000 | 179 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 930 | 166 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Piscataqua Savings Bank | History | No change | 920 | 165 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFG Advisory, LLC | History | No change | 918 | 164 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 829 | 148 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS | History | No change | 759 | 136 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 750 | 134 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 725 | 130 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 642 | 115 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 623 | 111 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 617 | 110 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 600 | 107 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 490 | 87 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 476 | 85 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Truvestments Capital LLC | History | No change | 475 | 85 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 465 | 83 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 462 | 82 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 406 | 72 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EFG International AG | History | No change | 400 | 71 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 388 | 69 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AlphaCore Capital LLC | History | No change | 387 | 69 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 376 | 67 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITY HOLDING CO | History | No change | 364 | 65 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 350 | 62 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Colonial Trust Co / SC | History | No change | 350 | 62 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 313 | 56 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Field & Main Bank | History | No change | 311 | 55 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 287 | 51 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VIMA LLC | History | No change | 283 | 50 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRUDENTIAL PLC | History | No change | 260 | 46 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 254 | 45 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Capital Management | History | No change | 250 | 44 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 230 | 41 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 230 | 40 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BankPlus Trust Department | History | No change | 214 | 38 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smithfield Trust Co | History | No change | 200 | 36 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 206 | 36 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 200 | 35 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sachetta, LLC | History | No change | 193 | 34 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Regatta Research & Money Management | History | No change | 189 | 33 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 180 | 32 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New Republic Capital, LLC | History | No change | 180 | 32 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 177 | 31 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Abound Wealth Management | History | No change | 176 | 31 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 172 | 30 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 172 | 30 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 160 | 28 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 160 | 28 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 159 | 28 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 140 | 25 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 130 | 23 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CENTRAL TRUST Co | History | No change | 123 | 22 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 115 | 20 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 112 | 20 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 110 | 19 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Anchor Investment Management, LLC | History | No change | 105 | 18 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 100 | 17 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 17 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| First Pacific Financial | History | No change | 95 | 17 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BankChampaign, National Association | History | No change | 100 | 17 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Davis Capital Management | History | No change | 88 | 15 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MTM Investment Management, LLC | History | No change | 85 | 15 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 81 | 14 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 75 | 13 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 76 | 13 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Wealth Partners | History | No change | 63 | 11 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 58 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 55 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 50 | 8 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 41 | 7 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 38 | 6 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SouthState Bank Corp | History | No change | 30 | 5 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 32 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 30 | 5 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 22 | 4 | 0.0% | 0.0% | 263 | -1 | -4.35% | Q3 2026 | Oct 02, 2026 |
| Triumph Capital Management | History | No change | 23 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 20 | 3 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Dedication, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighMark Wealth Management LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REAP Financial Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |