iSHARES TRUST - IYW

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History No change 4,965,507 1,252,450 0.07% 0.07% 1 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 4,549,815 1,147,599 14.37% 14.37% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,434,260 866,223 0.06% 0.06% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 3,035,854 765,733 0.17% 0.17% 4 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 1,727,967 435,845 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,482,795 374,005 0.06% 0.06% 6 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,435,567 362,093 0.1% 0.1% 7 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,352,659 341,173 0.08% 0.08% 8 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 1,337,767 329,372 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 1,261,481 310,589 0.22% 0.22% 10 0 0.0% Q2 2026 Aug 13, 2026
RiverFront Investment Group, LLC History No change 1,043,122 263,106 3.48% 3.48% 11 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 922,417 232,661 0.03% 0.03% 12 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 795,221 200,578 0.16% 0.16% 13 0 0.0% Q2 2026 Sep 09, 2026
HSBC HOLDINGS PLC History No change 794,128 200,302 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 787,551 198,643 0.14% 0.14% 15 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 669,449 168,855 0.21% 0.21% 16 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 638,240 161,018 0.19% 0.19% 17 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 593,207 149,597 0.03% 0.03% 18 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 477,728 120,497 0.39% 0.39% 19 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 462,996 116,781 0.11% 0.11% 20 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 394,966 99,622 0.15% 0.15% 21 0 0.0% Q2 2026 Aug 13, 2026
Portfolio Strategies, Inc. History No change 392,227 98,931 9.7% 9.7% 22 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 389,496 98,242 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 372,361 93,920 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 334,262 84,311 0.08% 0.08% 25 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 328,689 82,905 0.08% 0.08% 26 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 319,172 80,566 0.44% 0.44% 27 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 300,880 75,890 0.56% 0.56% 28 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 293,418 74,009 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 288,268 72,709 0.15% 0.15% 30 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 300,558 72,053 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 282,300 71,204 0.05% 0.05% 32 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 271,683 68,526 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 259,001 65,327 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 12, 2026
Atlas Legacy Advisors, LLC History No change 246,172 61,826 9.13% 9.13% 35 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 241,829 60,996 0.28% 0.28% 36 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 233,713 58,952 0.05% 0.05% 37 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 224,115 56,528 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 206,739 52,145 0.83% 0.83% 39 0 0.0% Q2 2026 Jul 28, 2026
Parker Investment Management, LLC History No change 204,468 51,573 3.94% 3.94% 40 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 203,626 51,361 0.1% 0.1% 41 0 0.0% Q2 2026 Aug 05, 2026
Belvedere Trading LLC History No change 181,011 45,656 0.05% 0.05% 42 0 0.0% Q2 2026 Jul 31, 2026
NewEdge Advisors, LLC History No change 180,228 45,458 0.14% 0.14% 43 0 0.0% Q2 2026 Aug 12, 2026
Howard Capital Management Group, LLC History No change 176,535 44,527 2.72% 2.72% 44 0 0.0% Q2 2026 Jul 16, 2026
OneDigital Investment Advisors LLC History No change 173,863 43,853 0.37% 0.37% 45 0 0.0% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History No change 166,200 41,920 0.0% 0.0% 46 0 0.0% Q2 2026 Sep 02, 2026
FIRST MERCHANTS CORP History No change 161,871 40,828 1.44% 1.44% 47 0 0.0% Q2 2026 Jul 15, 2026
ASSETMARK, INC History No change 160,431 40,465 0.07% 0.07% 48 0 0.0% Q2 2026 Jul 30, 2026
Stratos Wealth Partners, LTD. History No change 152,728 38,522 0.39% 0.39% 49 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 152,265 38,405 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 145,376 36,668 0.16% 0.16% 51 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 141,383 35,661 0.08% 0.08% 52 0 0.0% Q2 2026 Jul 27, 2026
Compound Planning, Inc. History No change 128,742 32,472 0.85% 0.85% 53 0 0.0% Q2 2026 Aug 04, 2026
Equitable Holdings, Inc. History No change 126,439 31,891 0.19% 0.19% 54 0 0.0% Q2 2026 Aug 17, 2026
Perigon Wealth Management, LLC History No change 113,658 28,667 0.45% 0.45% 55 0 0.0% Q2 2026 Aug 07, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 107,832 27,198 2.71% 2.71% 56 0 0.0% Q2 2026 Jul 22, 2026
JANE STREET GROUP, LLC History No change 105,300 26,559 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 105,036 26,493 0.35% 0.35% 58 0 0.0% Q2 2026 Aug 06, 2026
Mariner, LLC History No change 102,615 25,798 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 13, 2026
Stillwater Capital Advisors, LLC History No change 100,052 25,236 2.57% 2.57% 60 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 98,807 24,922 0.16% 0.16% 61 0 0.0% Q2 2026 Jul 20, 2026
FMR LLC History No change 97,559 24,607 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 97,544 24,603 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 95,969 24,206 0.16% 0.16% 64 0 0.0% Q2 2026 Sep 08, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 94,407 23,812 0.37% 0.37% 65 0 0.0% Q2 2026 Aug 03, 2026
TritonPoint Partners, LLC History No change 93,853 23,672 1.96% 1.96% 66 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 93,125 23,488 0.11% 0.11% 67 0 0.0% Q2 2026 Jul 27, 2026
First Citizens Financial Corp History Reduced 88,349 23,403 9.84% 9.4% 68 -837 -0.94% Q3 2026 Oct 02, 2026
TRITONPOINT WEALTH, LLC History No change 92,429 23,313 2.29% 2.29% 69 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 92,976 23,251 0.04% 0.04% 70 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 91,702 23,129 0.26% 0.26% 71 0 0.0% Q2 2026 Aug 12, 2026
Perennial Investment Advisors, LLC History No change 91,197 23,022 1.53% 1.53% 72 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 90,781 22,897 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 90,046 22,712 0.23% 0.23% 74 0 0.0% Q2 2026 Jul 28, 2026
RVW Wealth, LLC History No change 89,777 22,644 1.49% 1.49% 75 0 0.0% Q2 2026 Jul 07, 2026
Corient Private Wealth LP History No change 88,630 22,355 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 27, 2026
HC Advisors, LLC History No change 87,053 21,957 13.33% 13.33% 77 0 0.0% Q2 2026 Aug 07, 2026
Mendel Capital Management LLC History No change 84,767 21,380 9.62% 9.62% 78 0 0.0% Q2 2026 Jul 21, 2026
Merit Financial Group, LLC History No change 83,644 21,097 0.13% 0.13% 79 0 0.0% Q2 2026 Jul 20, 2026
Arax Advisory Partners History No change 82,347 20,770 0.14% 0.14% 80 0 0.0% Q2 2026 Aug 10, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 80,582 20,325 0.13% 0.13% 81 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 78,430 19,782 0.02% 0.02% 82 0 0.0% Q2 2026 Jul 28, 2026
Macro Advisors, Inc. History No change 77,817 19,627 6.26% 6.26% 83 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 72,794 18,360 0.31% 0.31% 84 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 72,429 18,268 0.43% 0.43% 85 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 70,286 17,721 0.01% 0.01% 86 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD SECURITIES, INC. History No change 66,865 16,865 0.96% 0.96% 87 0 0.0% Q2 2026 Jul 15, 2026
Camarda Financial Advisors, LLC History No change 65,684 16,567 5.01% 5.01% 88 0 0.0% Q2 2026 Aug 14, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 64,798 16,343 9.85% 9.85% 89 0 0.0% Q2 2026 Jul 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 64,058 16,157 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 19, 2026
Rollins Financial Advisors, LLC History No change 63,934 16,126 2.12% 2.12% 91 0 0.0% Q2 2026 Aug 04, 2026
HUNTINGTON NATIONAL BANK History No change 63,790 16,089 0.08% 0.08% 92 0 0.0% Q2 2026 Aug 13, 2026
Pettinga Financial Advisors LLC History No change 62,900 15,865 2.54% 2.54% 93 0 0.0% Q2 2026 Jul 09, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 62,336 15,723 0.11% 0.11% 94 0 0.0% Q2 2026 Jul 23, 2026
Farther Finance Advisors, LLC History No change 61,699 15,549 0.12% 0.12% 95 0 0.0% Q2 2026 Jul 17, 2026
Signature Wealth Management Partners, LLC History No change 61,513 15,515 7.23% 7.23% 96 0 0.0% Q2 2026 Jul 29, 2026
J.W. COLE ADVISORS, INC. History No change 60,936 15,369 0.26% 0.26% 97 0 0.0% Q2 2026 Jul 21, 2026
Finley Financial, LLC History No change 60,556 15,274 6.15% 6.15% 98 0 0.0% Q2 2026 Jul 08, 2026
CITIGROUP INC History No change 59,554 15,021 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 03, 2026
Pathstone Holdings, LLC History No change 58,678 14,800 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 57,766 14,572 0.21% 0.21% 101 0 0.0% Q2 2026 Jul 15, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 57,381 14,473 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 04, 2026
&PARTNERS History No change 57,592 14,420 0.06% 0.06% 103 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 56,352 14,213 0.05% 0.05% 104 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 55,378 13,967 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 04, 2026
CIBC Bancorp USA Inc. History No change 54,690 13,819 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Planning Group, LLC History No change 54,362 13,711 4.37% 4.37% 107 0 0.0% Q2 2026 Jul 31, 2026
Bank of New York Mellon Corp History No change 52,838 13,327 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 06, 2026
Perkins Coie Trust Co History No change 52,686 13,288 2.2% 2.2% 109 0 0.0% Q2 2026 Jul 09, 2026
Mechanics Bank Trust Department History No change 51,874 13,084 1.62% 1.62% 110 0 0.0% Q2 2026 Jul 07, 2026
Quantinno Capital Management LP History No change 51,863 13,081 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History No change 51,502 12,990 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 50,749 12,800 0.07% 0.07% 113 0 0.0% Q2 2026 Aug 13, 2026
High Point Wealth Management, LLC History No change 50,732 12,796 10.47% 10.47% 114 0 0.0% Q2 2026 Jul 20, 2026
Cresset Asset Management, LLC History No change 49,210 12,412 0.04% 0.04% 115 0 0.0% Q2 2026 Aug 14, 2026
J.Safra Asset Management Corp History No change 47,904 12,082 0.56% 0.56% 116 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History No change 47,802 12,056 0.12% 0.12% 117 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 47,508 11,983 0.22% 0.22% 118 0 0.0% Q2 2026 Jul 15, 2026
OpenArc Corporate Advisory, LLC History No change 46,701 11,779 0.14% 0.14% 119 0 0.0% Q2 2026 Aug 05, 2026
CERTUITY, LLC History No change 46,029 11,609 0.57% 0.57% 120 0 0.0% Q2 2026 Jul 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 45,985 11,598 0.47% 0.47% 121 0 0.0% Q2 2026 Jul 27, 2026
Bleakley Financial Group, LLC History No change 45,878 11,571 0.15% 0.15% 122 0 0.0% Q2 2026 Aug 05, 2026
Spire Wealth Management History No change 45,565 11,492 0.35% 0.35% 123 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 45,383 11,446 0.24% 0.24% 124 0 0.0% Q2 2026 Aug 14, 2026
Cadent Capital Advisors, LLC History No change 45,056 11,364 2.34% 2.34% 125 0 0.0% Q2 2026 Jul 13, 2026
Essex LLC History No change 44,767 11,291 1.71% 1.71% 126 0 0.0% Q2 2026 Jul 24, 2026
Crown Wealth Group, LLC History No change 44,221 11,153 2.84% 2.84% 127 0 0.0% Q2 2026 Jul 21, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 43,554 10,985 2.58% 2.58% 128 0 0.0% Q2 2026 Jul 16, 2026
SWMG, LLC History No change 43,987 10,917 2.57% 2.57% 129 0 0.0% Q2 2026 Jul 15, 2026
BBR PARTNERS, LLC History No change 43,189 10,893 0.51% 0.51% 130 0 0.0% Q2 2026 Aug 11, 2026
PITTENGER & ANDERSON INC History No change 43,015 10,849 0.39% 0.39% 131 0 0.0% Q2 2026 Jul 27, 2026
Three Seasons Wealth, LLC History No change 42,945 10,832 0.99% 0.99% 132 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 42,796 10,794 0.14% 0.14% 133 0 0.0% Q2 2026 Jul 24, 2026
KICKSTAND VENTURES, LLC. History No change 42,688 10,767 1.96% 1.96% 134 0 0.0% Q2 2026 Jul 30, 2026
Federation des caisses Desjardins du Quebec History No change 42,123 10,624 0.03% 0.03% 135 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 40,859 10,305 0.3% 0.3% 136 0 0.0% Q2 2026 Jul 06, 2026
One Wealth Advisors, LLC History No change 40,648 10,252 1.13% 1.13% 137 0 0.0% Q2 2026 Aug 06, 2026
SCOTIA CAPITAL INC. History No change 40,341 10,177 0.04% 0.04% 138 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 40,124 10,120 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Dynamic Advisor Solutions LLC History No change 39,953 10,077 0.29% 0.29% 140 0 0.0% Q2 2026 Jul 07, 2026
Baird Financial Group, Inc. History No change 39,370 9,930 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 12, 2026
TABLEAUX LLC History No change 38,529 9,718 4.09% 4.09% 142 0 0.0% Q2 2026 Aug 07, 2026
Simmons Bank History No change 38,347 9,672 0.55% 0.55% 143 0 0.0% Q2 2026 Jul 31, 2026
Central Pacific Bank - Trust Division History Reduced 35,653 9,444 0.99% 0.92% 144 -412 -1.14% Q3 2026 Oct 05, 2026
Ashton Thomas Private Wealth, LLC History No change 37,237 9,392 0.2% 0.2% 145 0 0.0% Q2 2026 Jul 29, 2026
Keebeck Wealth Management History No change 37,163 9,373 0.92% 0.92% 146 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 36,919 9,312 0.13% 0.13% 147 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 36,499 9,205 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 36,296 9,154 0.46% 0.46% 149 0 0.0% Q2 2026 Jul 23, 2026
Prostatis Group LLC History No change 36,208 9,132 2.13% 2.13% 150 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 35,517 8,958 0.2% 0.2% 151 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 34,871 8,795 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 33,944 8,561 0.15% 0.15% 153 0 0.0% Q2 2026 Jul 20, 2026
Gerald Baker Financial Group LLC History No change 33,520 8,454 2.41% 2.41% 154 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 33,341 8,409 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 05, 2026
Kingsman Wealth Management, Inc. History No change 33,318 8,403 3.93% 3.93% 156 0 0.0% Q2 2026 Jul 22, 2026
IEQ CAPITAL, LLC History No change 32,935 8,307 0.04% 0.04% 157 0 0.0% Q2 2026 Aug 11, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 32,931 8,306 1.29% 1.29% 158 0 0.0% Q2 2026 Jul 29, 2026
STALEY CAPITAL ADVISERS INC History No change 32,810 8,275 0.32% 0.32% 159 0 0.0% Q2 2026 Aug 11, 2026
Valor Advisors LLC History No change 32,477 8,191 6.04% 6.04% 160 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 32,446 8,183 1.84% 1.84% 161 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History No change 32,215 8,125 1.57% 1.57% 162 0 0.0% Q2 2026 Jul 20, 2026
Wealth Enhancement Trust Services, Inc. History No change 32,169 8,113 0.9% 0.9% 163 0 0.0% Q2 2026 Jul 22, 2026
Summit Financial Consulting LLC History No change 31,841 8,031 5.45% 5.45% 164 0 0.0% Q2 2026 Aug 06, 2026
CPR Investments Inc. History No change 30,918 7,798 6.0% 6.0% 165 0 0.0% Q2 2026 Jul 14, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 30,220 7,622 1.11% 1.11% 166 0 0.0% Q2 2026 Aug 12, 2026
WealthBridge Capital Management, LLC History No change 30,218 7,621 1.51% 1.51% 167 0 0.0% Q2 2026 Jul 24, 2026
1832 Asset Management L.P. History No change 29,900 7,541 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 30,884 7,519 0.5% 0.5% 169 0 0.0% Q2 2026 Jul 16, 2026
First Heartland Consultants, Inc. History No change 29,777 7,510 0.49% 0.49% 170 0 0.0% Q2 2026 Jul 08, 2026
SSI INVESTMENT MANAGEMENT LLC History No change 29,758 7,505 0.44% 0.44% 171 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 29,713 7,494 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 11, 2026
INTEGRITY ALLIANCE, LLC. History No change 29,147 7,351 0.23% 0.23% 173 0 0.0% Q2 2026 Jul 31, 2026
Runnymede Capital Advisors, Inc. History No change 28,930 7,297 4.35% 4.35% 174 0 0.0% Q2 2026 Jul 21, 2026
Envestnet Portfolio Solutions, Inc. History No change 28,858 7,278 0.03% 0.03% 175 0 0.0% Q2 2026 Sep 23, 2026
Montecito Bank & Trust History Added to 27,332 7,240 1.1% 1.03% 176 +87 0.32% Q3 2026 Oct 01, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,645 7,225 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 28,600 7,213 0.15% 0.15% 178 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 28,085 7,083 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 27,803 7,012 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
Quotient Wealth Partners, LLC History No change 27,770 7,004 0.17% 0.17% 181 0 0.0% Q2 2026 Aug 03, 2026
Valmark Advisers, Inc. History No change 27,663 6,977 0.07% 0.07% 182 0 0.0% Q2 2026 Aug 06, 2026
NATIXIS ADVISORS, LLC History No change 27,455 6,925 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 27,387 6,913 0.02% 0.02% 184 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Capital Advisors, LLC History No change 27,388 6,886 3.94% 3.94% 185 0 0.0% Q2 2026 Aug 04, 2026
Koshinski Asset Management, Inc. History No change 27,063 6,826 0.36% 0.36% 186 0 0.0% Q2 2026 Jul 27, 2026
Security Financial Services, INC. History No change 26,906 6,786 0.94% 0.94% 187 0 0.0% Q2 2026 Jul 15, 2026
STEPHENS INC /AR/ History No change 26,560 6,699 0.08% 0.08% 188 0 0.0% Q2 2026 Jul 29, 2026
AdvisorShares Investments LLC History No change 26,393 6,657 0.8% 0.8% 189 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 26,378 6,653 0.17% 0.17% 190 0 0.0% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History No change 26,370 6,651 0.14% 0.14% 191 0 0.0% Q2 2026 Aug 13, 2026
Carnegie Investment Counsel History No change 26,353 6,647 0.13% 0.13% 192 0 0.0% Q2 2026 Jul 30, 2026
FIRST NATIONAL BANK OF OMAHA History No change 26,870 6,628 0.19% 0.19% 193 0 0.0% Q2 2026 Aug 07, 2026
MA Private Wealth History No change 26,280 6,628 0.99% 0.99% 194 0 0.0% Q2 2026 Jul 28, 2026
Financial Freedom, LLC History No change 26,237 6,617 3.04% 3.04% 195 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 25,895 6,531 0.44% 0.44% 196 0 0.0% Q2 2026 Aug 07, 2026
Ciovacco Capital Management LLC History No change 25,866 6,524 2.9% 2.9% 197 0 0.0% Q2 2026 Aug 07, 2026
S&A Financial Services, Inc. History No change 25,761 6,497 3.97% 3.97% 198 0 0.0% Q2 2026 Jul 27, 2026
Centerline Wealth Advisors, LLC History No change 25,688 6,479 2.03% 2.03% 199 0 0.0% Q2 2026 Jul 17, 2026
Avidian Wealth Enterprises, LLC History No change 25,661 6,472 0.18% 0.18% 200 0 0.0% Q2 2026 Jul 24, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 24,228 6,417 0.08% 0.07% 201 -85 -0.35% Q3 2026 Oct 05, 2026
Parallel Advisors, LLC History No change 25,399 6,406 0.1% 0.1% 202 0 0.0% Q2 2026 Aug 05, 2026
Forthright Family Wealth Advisory LLC History No change 25,388 6,403 3.62% 3.62% 203 0 0.0% Q2 2026 Jul 16, 2026
Elevated Financial Group LLC History No change 25,314 6,384 1.75% 1.75% 204 0 0.0% Q2 2026 Jul 22, 2026
Focus Financial Network, Inc. History No change 24,743 6,240 0.19% 0.19% 205 0 0.0% Q2 2026 Jul 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 24,650 6,217 0.07% 0.07% 206 0 0.0% Q2 2026 Aug 07, 2026
XTX Topco Ltd History No change 24,569 6,197 0.08% 0.08% 207 0 0.0% Q2 2026 Aug 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 24,467 6,171 0.03% 0.03% 208 0 0.0% Q2 2026 Jul 17, 2026
USA FINANCIAL FORMULAS History No change 24,341 6,139 1.12% 1.12% 209 0 0.0% Q2 2026 Aug 04, 2026
Gilliland Jeter Wealth Management LLC History No change 24,307 6,130 1.61% 1.61% 210 0 0.0% Q2 2026 Jul 29, 2026
Eagle Strategies LLC History No change 24,302 6,129 0.61% 0.61% 211 0 0.0% Q2 2026 Jul 21, 2026
FINANCIAL LIFE ADVISORS History No change 24,153 6,092 1.73% 1.73% 212 0 0.0% Q2 2026 Jul 28, 2026
Cornerstone Wealth Management, LLC History No change 23,870 6,020 0.26% 0.26% 213 0 0.0% Q2 2026 Jul 22, 2026
MONEY CONCEPTS CAPITAL CORP History No change 23,780 5,998 0.28% 0.28% 214 0 0.0% Q2 2026 Aug 04, 2026
WBH ADVISORY INC History No change 23,717 5,982 0.4% 0.4% 215 0 0.0% Q2 2026 Aug 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 23,174 5,845 0.02% 0.02% 216 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 23,080 5,821 0.12% 0.12% 217 0 0.0% Q2 2026 Aug 06, 2026
Weinberger Asset Management, Inc History No change 24,422 5,813 1.86% 1.86% 218 0 0.0% Q2 2026 Aug 05, 2026
Vise Technologies, Inc. History No change 22,885 5,772 0.07% 0.07% 219 0 0.0% Q2 2026 Aug 10, 2026
DT Investment Partners, LLC History No change 22,678 5,720 0.43% 0.43% 220 0 0.0% Q2 2026 Jul 27, 2026
Rathbones Group PLC History No change 22,596 5,699 0.02% 0.02% 221 0 0.0% Q2 2026 Jul 23, 2026
Laurel Wealth Advisors LLC History No change 22,566 5,691 0.55% 0.55% 222 0 0.0% Q2 2026 Jul 17, 2026
IFG Advisory, LLC History No change 22,264 5,615 0.2% 0.2% 223 0 0.0% Q2 2026 Aug 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 21,828 5,505 0.81% 0.81% 224 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 21,570 5,440 0.09% 0.09% 225 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Management, LLC History No change 21,052 5,309 0.16% 0.16% 226 0 0.0% Q2 2026 Aug 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 21,013 5,300 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 20,894 5,270 0.05% 0.05% 228 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 28,877 5,245 0.66% 0.66% 229 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History No change 20,600 5,195 0.16% 0.16% 230 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 20,475 5,164 0.08% 0.08% 231 0 0.0% Q2 2026 Aug 10, 2026
CIBC WORLD MARKET INC. History No change 20,377 5,139 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 20,042 5,055 0.06% 0.06% 233 0 0.0% Q2 2026 Jul 28, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 20,000 5,044 0.16% 0.16% 234 0 0.0% Q2 2026 Aug 20, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 19,938 5,028 3.06% 3.06% 235 0 0.0% Q2 2026 Aug 06, 2026
Counterweight Ventures, LLC History No change 19,807 4,995 2.49% 2.49% 236 0 0.0% Q2 2026 Jul 23, 2026
Beacon Pointe Advisors, LLC History No change 19,325 4,874 0.02% 0.02% 237 0 0.0% Q2 2026 Aug 18, 2026
Global Retirement Partners, LLC History No change 19,322 4,873 0.07% 0.07% 238 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History No change 19,300 4,868 0.19% 0.19% 239 0 0.0% Q2 2026 Jul 16, 2026
Lakeshore Financial Planning, Inc. History No change 19,141 4,828 1.55% 1.55% 240 0 0.0% Q2 2026 Jul 13, 2026
Mutual Advisors, LLC History No change 19,027 4,799 0.09% 0.09% 241 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History No change 18,998 4,791 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 04, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 18,839 4,752 0.05% 0.05% 243 0 0.0% Q2 2026 Aug 14, 2026
Tennessee Valley Asset Management Partners History No change 18,762 4,732 0.52% 0.52% 244 0 0.0% Q2 2026 Aug 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 18,730 4,724 0.23% 0.23% 245 0 0.0% Q2 2026 Jul 20, 2026
Inscription Capital, LLC History No change 18,570 4,683 0.42% 0.42% 246 0 0.0% Q2 2026 Aug 13, 2026
Cypress Wealth Services, LLC History No change 18,410 4,643 0.57% 0.57% 247 0 0.0% Q2 2026 Jul 10, 2026
Quest 10 Wealth Builders, Inc. History No change 18,329 4,623 3.59% 3.59% 248 0 0.0% Q2 2026 Jul 24, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 18,141 4,575 0.21% 0.21% 249 0 0.0% Q2 2026 Jul 24, 2026
Joel Isaacson & Co., LLC History No change 18,140 4,575 0.13% 0.13% 250 0 0.0% Q2 2026 Aug 04, 2026
PINNACLE ASSOCIATES LTD History No change 18,112 4,568 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 03, 2026
Snowden Capital Advisors LLC History No change 18,113 4,568 0.11% 0.11% 252 0 0.0% Q2 2026 Aug 13, 2026
STOCK YARDS BANK & TRUST CO History No change 17,793 4,487 0.13% 0.13% 253 0 0.0% Q2 2026 Aug 19, 2026
Caprock Group, LLC History No change 17,783 4,485 0.09% 0.09% 254 0 0.0% Q2 2026 Jul 27, 2026
D.A. DAVIDSON & CO. History No change 17,704 4,465 0.02% 0.02% 255 0 0.0% Q2 2026 Jul 24, 2026
Connecticut Wealth Management, LLC History No change 17,688 4,461 0.16% 0.16% 256 0 0.0% Q2 2026 Jul 29, 2026
Horst & Graben Wealth Management LLC History No change 17,838 4,437 0.58% 0.58% 257 0 0.0% Q2 2026 Jul 22, 2026
VestGen Advisors, LLC History No change 17,467 4,405 0.13% 0.13% 258 0 0.0% Q2 2026 Aug 11, 2026
RFG Advisory, LLC History No change 17,169 4,330 0.07% 0.07% 259 0 0.0% Q2 2026 Jul 15, 2026
FLOW TRADERS U.S. LLC History No change 17,158 4,328 0.18% 0.18% 260 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 17,110 4,315 0.04% 0.04% 261 0 0.0% Q2 2026 Jul 27, 2026
Terra Nova Asset Management LLC History No change 17,021 4,293 2.63% 2.63% 262 0 0.0% Q2 2026 Aug 04, 2026
CENTAURUS FINANCIAL, INC. History No change 16,861 4,253 0.16% 0.16% 263 0 0.0% Q2 2026 Aug 17, 2026
Ayalon Insurance Comp Ltd. History No change 16,800 4,237 0.52% 0.52% 264 0 0.0% Q2 2026 Jul 13, 2026
Western Wealth Management, LLC History No change 16,799 4,237 0.14% 0.14% 265 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 16,784 4,233 0.04% 0.04% 266 0 0.0% Q2 2026 Aug 12, 2026
HB Wealth Management, LLC History No change 16,774 4,231 0.02% 0.02% 267 0 0.0% Q2 2026 Jul 29, 2026
Matthew Goff Investment Advisor, LLC History No change 16,670 4,204 0.71% 0.71% 268 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Advisor Solutions, LLC History No change 16,530 4,169 0.04% 0.04% 269 0 0.0% Q2 2026 Aug 06, 2026
Wallace Hart LLC History No change 16,531 4,169 2.6% 2.6% 270 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 16,375 4,130 0.4% 0.4% 271 0 0.0% Q2 2026 Aug 11, 2026
TSA Wealth Managment LLC History No change 16,376 4,130 1.17% 1.17% 272 0 0.0% Q2 2026 Aug 03, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 16,287 4,107 1.07% 1.07% 273 0 0.0% Q2 2026 Jul 13, 2026
Wealthspire Advisors, LLC History No change 16,263 4,102 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 11, 2026
Tyche Wealth Partners LLC History No change 16,055 4,049 0.57% 0.57% 275 0 0.0% Q2 2026 Aug 06, 2026
Arete Wealth Advisors, LLC History No change 16,036 4,044 0.27% 0.27% 276 0 0.0% Q2 2026 Aug 12, 2026
FLAGSTAR SECURITIES, INC History No change 16,013 4,038 1.22% 1.22% 277 0 0.0% Q2 2026 Jul 15, 2026
Apollon Wealth Management, LLC History No change 15,994 4,034 0.05% 0.05% 278 0 0.0% Q2 2026 Jul 22, 2026
Mullooly Asset Management, Inc. History No change 15,926 4,016 1.24% 1.24% 279 0 0.0% Q2 2026 Aug 05, 2026
FIRST MANHATTAN CO. LLC. History No change 15,903 4,011 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 15,766 3,976 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 14, 2026
Teucrium Investment Advisors, LLC History No change 15,760 3,975 3.54% 3.54% 282 0 0.0% Q2 2026 Aug 14, 2026
May Hill Capital, LLC History No change 15,745 3,971 0.83% 0.83% 283 0 0.0% Q2 2026 Aug 07, 2026
Icon Wealth Advisors, LLC History No change 15,600 3,934 0.24% 0.24% 284 0 0.0% Q2 2026 Aug 05, 2026
Regal Investment Advisors LLC History No change 15,520 3,914 0.2% 0.2% 285 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 15,443 3,895 0.33% 0.33% 286 0 0.0% Q2 2026 Aug 11, 2026
Sanchez Gaunt Capital Management, LLC History No change 15,441 3,894 2.17% 2.17% 287 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 15,411 3,887 0.02% 0.02% 288 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 16,689 3,875 0.29% 0.29% 289 0 0.0% Q2 2026 Jul 29, 2026
Adams Wealth Management History No change 15,323 3,864 0.74% 0.74% 290 0 0.0% Q2 2026 Aug 10, 2026
CacheTech Inc. History No change 15,323 3,864 0.63% 0.63% 291 0 0.0% Q2 2026 Aug 11, 2026
CHOREO, LLC History No change 15,242 3,844 0.04% 0.04% 292 0 0.0% Q2 2026 Aug 04, 2026
Commonwealth Financial Services, LLC History No change 15,205 3,835 0.52% 0.52% 293 0 0.0% Q2 2026 Jul 15, 2026
PROMETHIUM ADVISORS,LLC History No change 15,060 3,798 1.82% 1.82% 294 0 0.0% Q2 2026 Aug 05, 2026
Leeward Financial Partners, LLC History No change 15,002 3,783 0.99% 0.99% 295 0 0.0% Q2 2026 Aug 06, 2026
MMBG INVESTMENT ADVISORS CO. History No change 14,991 3,781 0.3% 0.3% 296 0 0.0% Q2 2026 Aug 10, 2026
Integrity Advisory Solutions, LLC History No change 14,985 3,779 0.39% 0.39% 297 0 0.0% Q2 2026 Jul 31, 2026
FORTE ASSET MANAGEMENT LLC History No change 14,958 3,772 1.54% 1.54% 298 0 0.0% Q2 2026 Jul 21, 2026
Second Half Financial Partners, LLC History No change 14,955 3,772 1.55% 1.55% 299 0 0.0% Q2 2026 Jul 16, 2026
W ADVISORS, LLC History No change 14,834 3,741 1.7% 1.7% 300 0 0.0% Q2 2026 Jul 31, 2026