iSHARES TRUST - IYZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | No change | 2,931,595 | 124,035 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,240,041 | 94,776 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,032,593 | 85,999 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,918,907 | 81,189 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,167,917 | 49,414 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 962,934 | 40,741 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 512,061 | 21,665 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 496,666 | 21,013 | 3.19% | 3.19% | 8 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 481,515 | 20,372 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 480,676 | 20,337 | 0.23% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 397,755 | 16,828 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 384,670 | 16,276 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 366,090 | 15,489 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 342,521 | 14,492 | 4.38% | 4.38% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 327,160 | 13,842 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Prospera Financial Services Inc | History | No change | 325,656 | 13,778 | 0.2% | 0.2% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 323,922 | 13,705 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 286,597 | 12,125 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 249,851 | 10,571 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Seasons Wealth, LLC | History | No change | 249,263 | 10,546 | 0.96% | 0.96% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 248,321 | 10,506 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 213,550 | 9,035 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Well Done, LLC | History | No change | 213,136 | 9,017 | 1.21% | 1.21% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 207,437 | 8,776 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 201,487 | 8,524 | 2.92% | 2.92% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Consulting LLC | History | No change | 182,668 | 7,728 | 5.24% | 5.24% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALTFEST L J & CO INC | History | No change | 179,776 | 7,606 | 0.74% | 0.74% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trek Financial, LLC | History | No change | 176,767 | 7,479 | 0.37% | 0.37% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 176,664 | 7,477 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 171,282 | 7,246 | 3.36% | 3.36% | 30 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 163,500 | 6,917 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 161,440 | 6,830 | 1.65% | 1.65% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 153,743 | 6,504 | 1.34% | 1.34% | 33 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IMC-Chicago, LLC | History | No change | 148,022 | 6,262 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 147,562 | 6,243 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 145,979 | 6,176 | 0.18% | 0.18% | 36 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 135,906 | 5,750 | 1.05% | 1.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 132,366 | 5,600 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 129,474 | 5,478 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 127,391 | 5,389 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 118,283 | 5,004 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 110,390 | 4,670 | 0.14% | 0.14% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 108,100 | 4,573 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Integrated Advisors Network LLC | History | No change | 88,866 | 3,759 | 0.17% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PGIM Custom Harvest LLC | History | No change | 87,464 | 3,700 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 85,797 | 3,630 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 85,806 | 3,630 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 78,586 | 3,337 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 77,514 | 3,279 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CROBAN | History | No change | 75,844 | 3,208 | 1.41% | 1.41% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 75,358 | 3,188 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 74,602 | 3,156 | 1.85% | 1.85% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destination Wealth Management | History | No change | 69,731 | 2,950 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 66,479 | 2,812 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 65,346 | 2,764 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 58,105 | 2,458 | 0.23% | 0.23% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 56,115 | 2,374 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 55,525 | 2,349 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 52,295 | 2,212 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 50,241 | 2,125 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthstar Advisors, LLC | History | No change | 49,282 | 2,085 | 0.61% | 0.61% | 61 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GTS SECURITIES LLC | History | No change | 48,247 | 2,041 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 48,192 | 2,039 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wagner Wealth Management, Corp | History | No change | 47,497 | 2,009 | 1.62% | 1.62% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SACKS & ASSOCIATES, LLC | History | No change | 44,326 | 1,823 | 1.23% | 1.23% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 42,676 | 1,805 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 42,458 | 1,796 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 42,025 | 1,778 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 40,419 | 1,710 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 40,170 | 1,699 | 0.53% | 0.53% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 39,857 | 1,686 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence First Trust Co | History | No change | 37,805 | 1,599 | 0.45% | 0.45% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 37,581 | 1,590 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 37,284 | 1,577 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 35,531 | 1,503 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WESPAC Advisors, LLC | History | No change | 33,007 | 1,396 | 0.68% | 0.68% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 31,307 | 1,324 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 31,169 | 1,318 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 30,601 | 1,294 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 30,527 | 1,291 | 0.96% | 0.96% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 29,843 | 1,262 | 0.27% | 0.27% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 28,651 | 1,212 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 28,460 | 1,204 | 0.32% | 0.32% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fiduciary Alliance LLC | History | No change | 28,008 | 1,185 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 28,650 | 1,181 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 27,647 | 1,169 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 26,782 | 1,133 | 0.18% | 0.18% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 26,467 | 1,119 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 25,969 | 1,098 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 25,848 | 1,093 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 25,188 | 1,065 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | No change | 25,166 | 1,064 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brendel Financial Advisors LLC | History | No change | 24,768 | 1,047 | 0.48% | 0.48% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rothschild Wealth LLC | History | No change | 23,598 | 998 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 21,918 | 927 | 0.61% | 0.61% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 21,739 | 919 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20,321 | 859 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 20,282 | 858 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 20,281 | 858 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 19,719 | 834 | 0.09% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XTX Topco Ltd | History | No change | 19,609 | 829 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 19,611 | 829 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 19,590 | 828 | 0.14% | 0.14% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nikulski Financial, Inc. | History | No change | 18,833 | 796 | 0.17% | 0.17% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 18,533 | 784 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APS Management Group, Inc. | History | No change | 18,408 | 778 | 0.6% | 0.6% | 106 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 15,727 | 665 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 15,602 | 660 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 15,307 | 647 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 15,307 | 647 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KKM Financial LLC | History | No change | 14,983 | 633 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 14,450 | 611 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 14,031 | 593 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 13,822 | 584 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 13,696 | 579 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 13,306 | 562 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 12,915 | 546 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,581 | 532 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wakefield Asset Management LLLP | History | No change | 12,389 | 524 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,321 | 521 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,342 | 515 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Midwest Trust Co | History | No change | 11,671 | 493 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 10,502 | 444 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 10,248 | 433 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 10,138 | 428 | 0.1% | 0.1% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 9,993 | 423 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 9,961 | 421 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 9,130 | 386 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,778 | 371 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,604 | 364 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hexagon Capital Partners LLC | History | No change | 8,600 | 363 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 8,557 | 362 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHICAGO TRUST Co NA | History | No change | 8,514 | 360 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Williams & Novak, LLC | History | No change | 8,365 | 353 | 0.23% | 0.23% | 134 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Narus Financial Partners, LLC | History | No change | 7,977 | 337 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vigil Wealth Management, LLC | History | No change | 7,668 | 324 | 0.23% | 0.23% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,336 | 310 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,795 | 287 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 6,687 | 282 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,512 | 275 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concord Wealth Partners | History | No change | 6,294 | 266 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthCare Asset Management, LLC | History | No change | 6,244 | 264 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BRIGHTON JONES LLC | History | No change | 6,208 | 262 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 6,211 | 262 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,157 | 260 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,086 | 257 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 6,048 | 255 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 5,966 | 252 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alpine Global Management, LLC | History | No change | 5,955 | 251 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | No change | 5,480 | 231 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Freedom Investing, LLC | History | No change | 5,814 | 228 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 5,382 | 227 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,248 | 222 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 5,212 | 220 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 5,002 | 211 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | No change | 4,527 | 191 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4,194 | 177 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 4,000 | 169 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,030 | 128 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,935 | 124 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 2,713 | 112 | 0.0% | 0.0% | 161 | +19 | 0.71% | Q3 2026 | Oct 02, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,470 | 104 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,142 | 90 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | No change | 1,698 | 71 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,700 | 71 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 1,672 | 70 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisor Network LLC | History | No change | 1,485 | 62 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 994 | 42 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gen-Wealth Partners Inc | History | No change | 843 | 35 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 660 | 28 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 632 | 26 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curat Global, LLC | History | No change | 526 | 22 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 500 | 21 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 495 | 20 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Pacific Financial | History | No change | 417 | 17 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 425 | 17 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 337 | 14 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 300 | 12 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 300 | 12 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 270 | 11 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Regatta Research & Money Management | History | No change | 240 | 10 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 215 | 9 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 150 | 6 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 150 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 127 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 115 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rossby Financial, LCC | History | No change | 104 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corsicana & Co. | History | No change | 91 | 3 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Research Corp | History | No change | 49 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 59 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 41 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 37 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortis Group Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Insight Inv LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tidemark, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 33 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Key Capital Management, INC | History | No change | 33 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 24 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |