iSHARES TRUST - LMUB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,886,730 | 660,058 | 0.16% | 0.16% | 1 | +872,969 | 7.27% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | Added to | 6,637,082 | 339,951 | 0.08% | 0.08% | 2 | +824,723 | 14.19% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,795,874 | 143,246 | 0.01% | 0.01% | 3 | +833,369 | 42.46% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,629,744 | 83,475 | 0.0% | 0.0% | 4 | +220,574 | 15.65% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,517,394 | 77,720 | 0.16% | 0.16% | 5 | +329,982 | 27.79% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,198,291 | 61,376 | 0.06% | 0.06% | 6 | +67,416 | 5.96% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,163,887 | 59,614 | 0.37% | 0.43% | 7 | +56,380 | 5.09% | Q2 2026 | Jul 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 883,578 | 45,256 | 0.22% | 0.23% | 8 | +66,647 | 8.16% | Q2 2026 | Sep 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 513,457 | 26,299 | 0.12% | 0.09% | 9 | +186,433 | 57.01% | Q2 2026 | Aug 13, 2026 |
| KM Capital Management Ltd. | History | Added to | 442,423 | 22,660 | 10.65% | 13.95% | 10 | +31,197 | 7.59% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 356,058 | 18,237 | 0.21% | — | 11 | +356,058 | New | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 341,310 | 17,481 | 0.18% | 0.16% | 12 | +83,571 | 32.42% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 336,349 | 17,227 | 1.9% | 1.52% | 13 | +92,491 | 37.93% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 305,445 | 15,644 | 0.13% | 0.1% | 14 | +97,568 | 46.94% | Q2 2026 | Aug 06, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 303,512 | 15,545 | 0.94% | 0.96% | 15 | +10,296 | 3.51% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 256,048 | 13,114 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 206,883 | 10,596 | 1.77% | 1.55% | 17 | +48,495 | 30.62% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 202,598 | 10,377 | 0.01% | 0.01% | 18 | +19,103 | 10.41% | Q2 2026 | Aug 12, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 195,270 | 10,001 | 5.72% | 5.62% | 19 | +12,216 | 6.67% | Q2 2026 | Jul 30, 2026 |
| Detalus Advisors, LLC | History | Added to | 195,227 | 9,999 | 1.95% | 1.9% | 20 | +28,273 | 16.93% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 176,327 | 9,031 | 0.0% | 0.0% | 21 | +28,252 | 19.08% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 173,943 | 8,909 | 0.07% | 0.07% | 22 | +13,408 | 8.35% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 166,629 | 8,534 | 0.03% | 0.02% | 23 | +84,677 | 103.33% | Q2 2026 | Jul 28, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 154,916 | 7,934 | 1.11% | 0.98% | 24 | +26,987 | 21.1% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 152,220 | 7,600 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kelly Financial Services LLC | History | Added to | 131,465 | 6,733 | 1.44% | 1.44% | 26 | +11,807 | 9.87% | Q2 2026 | Jul 14, 2026 |
| Atlatl Advisers LLC | History | Added to | 128,359 | 6,574 | 1.56% | 4.66% | 27 | +2,584 | 2.05% | Q2 2026 | Jul 22, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 127,065 | 6,508 | 1.83% | 1.66% | 28 | +52,158 | 69.63% | Q2 2026 | Jul 24, 2026 |
| Savvy Advisors, Inc. | History | Added to | 124,535 | 6,378 | 0.14% | 0.14% | 29 | +17,637 | 16.5% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 122,442 | 6,271 | 0.0% | 0.0% | 30 | -88,883 | -42.06% | Q2 2026 | Aug 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 120,450 | 6,169 | 1.74% | 1.98% | 31 | -6,566 | -5.17% | Q2 2026 | Jul 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 115,023 | 5,892 | 0.01% | 0.01% | 32 | +13,817 | 13.65% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 110,326 | 5,650 | 0.04% | 0.01% | 33 | +86,082 | 355.07% | Q2 2026 | Jul 17, 2026 |
| May Hill Capital, LLC | History | Added to | 99,644 | 5,103 | 1.07% | 0.87% | 34 | +30,618 | 44.36% | Q2 2026 | Aug 07, 2026 |
| Keebeck Wealth Management | History | Added to | 97,034 | 4,970 | 0.49% | 0.41% | 35 | +24,209 | 33.24% | Q2 2026 | Aug 11, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 96,615 | 4,948 | 0.51% | 0.63% | 36 | +5,297 | 5.8% | Q2 2026 | Aug 12, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Added to | 96,086 | 4,915 | 0.5% | 0.32% | 37 | +41,159 | 74.93% | Q2 2026 | Sep 02, 2026 |
| Atria Investments, Inc | History | Added to | 95,732 | 4,903 | 0.05% | 0.05% | 38 | +8,591 | 9.86% | Q2 2026 | Jul 28, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 92,813 | 4,753 | 1.29% | 1.11% | 39 | +20,415 | 28.2% | Q2 2026 | Jul 21, 2026 |
| JB Capital LLC | History | Added to | 88,356 | 4,525 | 0.16% | 0.13% | 40 | +24,235 | 37.8% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 86,176 | 4,413 | 0.02% | 0.02% | 41 | +9,522 | 12.42% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 87,187 | 4,338 | 0.07% | — | 44 | +87,187 | New | Q2 2026 | Aug 07, 2026 |
| Plancorp, LLC | History | New | 85,460 | 4,338 | 0.11% | — | 43 | +85,460 | New | Q2 2026 | Jul 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 87,187 | 4,338 | 0.07% | 0.06% | 42 | +16,913 | 24.07% | Q2 2026 | Jul 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 82,843 | 4,243 | 0.36% | 0.41% | 45 | +467 | 0.57% | Q2 2026 | Aug 11, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | Added to | 71,316 | 3,652 | 2.47% | 2.72% | 46 | +5,624 | 8.56% | Q2 2026 | Aug 05, 2026 |
| Able Wealth Management LLC | History | Added to | 69,016 | 3,535 | 0.81% | 0.31% | 47 | +45,463 | 193.02% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 68,843 | 3,526 | 0.0% | 0.0% | 48 | +7,795 | 12.77% | Q2 2026 | Aug 05, 2026 |
| SMART Wealth LLC | History | Added to | 68,464 | 3,506 | 0.76% | 0.4% | 49 | +41,354 | 152.54% | Q2 2026 | Aug 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 67,859 | 3,358 | 0.2% | 0.25% | 50 | +3,603 | 5.61% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 65,017 | 3,330 | 0.07% | 0.03% | 51 | +35,904 | 123.33% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | Added to | 62,187 | 3,185 | 0.06% | 0.05% | 52 | +11,288 | 22.18% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 62,156 | 3,183 | 0.16% | 0.09% | 53 | +30,746 | 97.89% | Q2 2026 | Jul 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 57,176 | 2,928 | 0.45% | 0.29% | 54 | +5,839 | 11.37% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53,129 | 2,721 | 0.0% | 0.0% | 55 | +32,296 | 155.02% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 52,184 | 2,672 | 0.0% | 0.0% | 56 | +31,143 | 148.01% | Q2 2026 | Jul 29, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 52,174 | 2,672 | 0.19% | 0.34% | 57 | -24,591 | -32.03% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 51,261 | 2,625 | 0.01% | 0.0% | 58 | +39,486 | 335.34% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 48,300 | 2,473 | 0.02% | — | 59 | +48,300 | New | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 47,749 | 2,446 | 0.01% | 0.01% | 60 | +1,709 | 3.71% | Q2 2026 | Jul 27, 2026 |
| True Vision MN LLC | History | No change | 47,072 | 2,350 | 1.21% | 1.21% | 61 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 38,963 | 1,995 | 0.63% | 0.66% | 62 | +1,190 | 3.15% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 37,917 | 1,942 | 0.0% | — | 63 | +37,917 | New | Q2 2026 | Aug 19, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 37,537 | 1,922 | 0.04% | 0.04% | 64 | +3,813 | 11.31% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 36,946 | 1,844 | 0.14% | 0.07% | 65 | +18,941 | 105.2% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | Added to | 36,220 | 1,837 | 0.03% | 0.03% | 66 | +558 | 1.56% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 32,640 | 1,813 | 0.01% | 0.01% | 67 | +10,558 | 47.81% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 35,381 | 1,812 | 0.03% | 0.02% | 68 | +14,718 | 71.23% | Q2 2026 | Jul 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 34,399 | 1,761 | 0.03% | 0.01% | 69 | +25,403 | 282.38% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 34,888 | 1,747 | 0.22% | 0.22% | 70 | +1,551 | 4.65% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 33,601 | 1,721 | 0.02% | 0.02% | 71 | +5,582 | 19.92% | Q2 2026 | Aug 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 31,421 | 1,609 | 0.09% | 0.1% | 72 | +903 | 2.96% | Q2 2026 | Aug 06, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 30,979 | 1,586 | 0.44% | 0.43% | 73 | +3,599 | 13.14% | Q2 2026 | Aug 10, 2026 |
| Apeiron RIA LLC | History | Reduced | 30,870 | 1,581 | 0.41% | 0.36% | 74 | -35 | -0.11% | Q2 2026 | Jul 16, 2026 |
| TSA Wealth Managment LLC | History | Added to | 28,534 | 1,461 | 0.41% | 0.27% | 75 | +11,628 | 68.78% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,958 | 1,432 | 0.02% | 0.02% | 76 | +3,842 | 15.93% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 27,702 | 1,418 | 0.01% | 0.01% | 77 | +963 | 3.6% | Q2 2026 | Jul 24, 2026 |
| Redwood Investment Management, LLC | History | Added to | 27,558 | 1,412 | 0.14% | 0.13% | 78 | +5,824 | 26.8% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 26,539 | 1,359 | 0.75% | 0.59% | 79 | +7,647 | 40.48% | Q2 2026 | Jul 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 25,623 | 1,312 | 0.11% | 0.13% | 80 | +3,795 | 17.39% | Q2 2026 | Jul 09, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 24,444 | 1,252 | 0.43% | 0.27% | 81 | +10,971 | 81.43% | Q2 2026 | Jul 31, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 23,304 | 1,193 | 0.76% | 0.53% | 82 | +8,676 | 59.31% | Q2 2026 | Jul 09, 2026 |
| Aspire Private Capital, LLC | History | Added to | 23,145 | 1,185 | 0.24% | 0.21% | 83 | +4,575 | 24.64% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 21,851 | 1,119 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EQ LLC | History | New | 21,668 | 1,109 | 0.27% | — | 85 | +21,668 | New | Q2 2026 | Jul 23, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 20,591 | 1,054 | 0.03% | 0.03% | 86 | +1,978 | 10.63% | Q2 2026 | Jul 07, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 20,459 | 1,047 | 0.77% | 0.77% | 87 | +368 | 1.83% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | Added to | 19,986 | 1,023 | 0.01% | 0.0% | 88 | +18,467 | 1215.73% | Q2 2026 | Aug 10, 2026 |
| PFG Advisors | History | New | 19,528 | 1,000 | 0.05% | — | 89 | +19,528 | New | Q2 2026 | Jul 16, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 18,855 | 965 | 0.1% | — | 90 | +18,855 | New | Q2 2026 | Jul 09, 2026 |
| CONQUIS FINANCIAL LLC | History | Reduced | 18,432 | 944 | 0.76% | 1.18% | 91 | -9,468 | -33.94% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 18,312 | 937 | 0.11% | 0.1% | 92 | +4,086 | 28.72% | Q2 2026 | Jul 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 18,189 | 930 | 0.06% | 0.06% | 93 | +1,164 | 6.84% | Q2 2026 | Jul 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 17,406 | 891 | 0.01% | 0.01% | 94 | +763 | 4.58% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 16,811 | 861 | 0.03% | 0.04% | 95 | +1,229 | 7.89% | Q2 2026 | Aug 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 16,787 | 859 | 0.3% | 0.27% | 96 | +3,028 | 22.01% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | Added to | 16,617 | 851 | 0.0% | 0.0% | 97 | +5,977 | 56.17% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,344 | 837 | 0.0% | 0.0% | 98 | +11,773 | 257.56% | Q2 2026 | Aug 05, 2026 |
| Balefire, LLC | History | New | 16,318 | 835 | 0.14% | — | 99 | +16,318 | New | Q2 2026 | Jul 07, 2026 |
| Cerity Partners LLC | History | Added to | 16,148 | 827 | 0.0% | 0.0% | 100 | +6,755 | 71.92% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 15,014 | 769 | 0.04% | 0.03% | 101 | +5,654 | 60.41% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | New | 14,916 | 763 | 0.02% | — | 102 | +14,916 | New | Q2 2026 | Aug 07, 2026 |
| EWA, LLC | History | Added to | 14,277 | 731 | 0.13% | 0.11% | 103 | +4,519 | 46.31% | Q2 2026 | Jul 14, 2026 |
| Vantage Point Financial LLC | History | Added to | 14,211 | 727 | 0.22% | 0.2% | 104 | +2,746 | 23.95% | Q2 2026 | Aug 14, 2026 |
| ZENITH SOLUTIONS, INC. | History | New | 13,943 | 714 | 0.65% | — | 105 | +13,943 | New | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,937 | 713 | 0.01% | — | 106 | +13,937 | New | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 13,901 | 712 | 0.14% | 0.18% | 107 | +151 | 1.1% | Q2 2026 | Jul 17, 2026 |
| Integrated Advisors Network LLC | History | Added to | 13,211 | 676 | 0.03% | 0.02% | 108 | +3,702 | 38.93% | Q2 2026 | Aug 11, 2026 |
| Sharkey, Howes & Javer | History | Added to | 13,113 | 671 | 0.08% | 0.08% | 109 | +1,670 | 14.59% | Q2 2026 | Jul 09, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 12,617 | 646 | 0.02% | — | 110 | +12,617 | New | Q2 2026 | Aug 11, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Added to | 11,860 | 607 | 0.51% | 0.41% | 111 | +3,113 | 35.59% | Q2 2026 | Aug 03, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 11,763 | 602 | 0.19% | 0.13% | 112 | +4,747 | 67.66% | Q2 2026 | Jul 15, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 11,434 | 585 | 0.06% | 0.05% | 113 | +3,996 | 53.72% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,400 | 583 | 0.0% | 0.0% | 114 | +3,158 | 38.32% | Q2 2026 | Sep 08, 2026 |
| RCS Financial Planning, LLC | History | Added to | 10,317 | 528 | 0.25% | 0.25% | 115 | +544 | 5.57% | Q2 2026 | Jul 22, 2026 |
| Maia Wealth LLC | History | New | 9,821 | 503 | 0.07% | — | 116 | +9,821 | New | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 9,397 | 481 | 0.01% | 0.01% | 117 | +1,601 | 20.54% | Q2 2026 | Aug 07, 2026 |
| PUREfi Wealth, LLC | History | Added to | 9,363 | 479 | 0.26% | 0.29% | 118 | +498 | 5.62% | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,421 | 431 | 0.01% | 0.01% | 119 | +3,583 | 74.06% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 8,246 | 419 | 0.0% | — | 120 | +8,246 | New | Q2 2026 | Jul 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 8,108 | 415 | 0.02% | 0.01% | 121 | +3,634 | 81.22% | Q2 2026 | Jul 10, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 8,061 | 412 | 0.27% | 0.24% | 123 | +1,948 | 31.87% | Q2 2026 | Jul 16, 2026 |
| ASSETMARK, INC | History | Reduced | 8,057 | 412 | 0.0% | 0.0% | 122 | -1,012 | -11.16% | Q2 2026 | Jul 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,879 | 403 | 0.02% | 0.01% | 124 | +1,560 | 24.69% | Q2 2026 | Jul 27, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 7,798 | 399 | 0.18% | — | 125 | +7,798 | New | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | New | 7,719 | 395 | 0.01% | — | 128 | +7,719 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 7,712 | 395 | 0.01% | — | 127 | +7,712 | New | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 7,715 | 395 | 0.0% | 0.0% | 126 | +2,165 | 39.01% | Q2 2026 | Aug 13, 2026 |
| Alta Wealth Advisors LLC | History | New | 7,369 | 377 | 0.1% | — | 129 | +7,369 | New | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 7,004 | 358 | 0.0% | — | 130 | +7,004 | New | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,753 | 345 | 0.02% | 0.02% | 131 | -191 | -2.75% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | New | 6,612 | 338 | 0.01% | — | 132 | +6,612 | New | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 6,608 | 338 | 0.19% | — | 133 | +6,608 | New | Q2 2026 | Jul 31, 2026 |
| Vantus Wealth LLC | History | New | 6,259 | 320 | 0.17% | — | 134 | +6,259 | New | Q2 2026 | Aug 07, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 6,130 | 306 | 0.17% | 0.17% | 135 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 5,880 | 301 | 0.22% | 0.25% | 136 | +155 | 2.71% | Q2 2026 | Jul 31, 2026 |
| URS Advisory LLC | History | Added to | 5,703 | 292 | 0.16% | 0.19% | 137 | +387 | 7.28% | Q2 2026 | Jul 27, 2026 |
| Wedmont Private Capital | History | New | 5,725 | 291 | 0.01% | — | 138 | +5,725 | New | Q2 2026 | Jul 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 5,495 | 281 | 0.02% | 0.02% | 139 | -169 | -2.98% | Q2 2026 | Aug 04, 2026 |
| SWMG, LLC | History | Added to | 5,484 | 278 | 0.07% | 0.06% | 140 | +1,058 | 23.9% | Q2 2026 | Jul 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 5,422 | 277 | 0.06% | 0.0% | 141 | +5,332 | 5924.44% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,352 | 274 | 0.0% | — | 142 | +5,352 | New | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Partners, LLC | History | New | 4,865 | 249 | 0.06% | — | 143 | +4,865 | New | Q2 2026 | Jul 22, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Reduced | 4,659 | 238 | 0.1% | 0.14% | 144 | -1,415 | -23.3% | Q2 2026 | Jul 24, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 4,549 | 233 | 0.03% | — | 146 | +4,549 | New | Q2 2026 | Aug 14, 2026 |
| Roan Capital Partners | History | Reduced | 4,565 | 233 | 0.19% | 0.22% | 145 | -156 | -3.3% | Q2 2026 | Jul 08, 2026 |
| BLALOCK WILLIAMS, LLC | History | New | 4,491 | 230 | 0.15% | — | 147 | +4,491 | New | Q2 2026 | Aug 07, 2026 |
| Capital Asset Managemnet, LLC | History | No change | 4,382 | 224 | 0.5% | 0.25% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 4,250 | 217 | 0.02% | — | 149 | +4,250 | New | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | New | 4,175 | 213 | 0.03% | — | 151 | +4,175 | New | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 4,166 | 213 | 0.0% | — | 150 | +4,166 | New | Q2 2026 | Aug 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 4,107 | 210 | 0.06% | — | 152 | +4,107 | New | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 4,028 | 206 | 0.02% | — | 153 | +4,028 | New | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | New | 3,988 | 204 | 0.01% | — | 154 | +3,988 | New | Q2 2026 | Jul 23, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 3,178 | 162 | 0.05% | 0.07% | 155 | -919 | -22.43% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,093 | 158 | 0.0% | 0.0% | 156 | +196 | 6.77% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 2,483 | 127 | 0.01% | — | 157 | +2,483 | New | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,377 | 122 | 0.0% | — | 158 | +2,377 | New | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,373 | 121 | 0.0% | — | 159 | +2,373 | New | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 2,246 | 115 | 0.0% | 0.0% | 160 | +524 | 30.43% | Q2 2026 | Jul 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 2,144 | 110 | 0.0% | — | 161 | +2,144 | New | Q2 2026 | Aug 17, 2026 |
| LGT Financial Advisors LLC | History | Added to | 1,638 | 83 | 0.44% | 0.35% | 162 | +259 | 18.78% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | New | 1,465 | 75 | 0.0% | — | 163 | +1,465 | New | Q2 2026 | Jul 06, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,429 | 73 | 0.02% | — | 164 | +1,429 | New | Q2 2026 | Jul 23, 2026 |
| Vision Retirement, LLC | History | New | 1,332 | 68 | 0.02% | — | 165 | +1,332 | New | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | New | 1,125 | 57 | 0.0% | — | 166 | +1,125 | New | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 841 | 43 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 696 | 35 | 0.0% | 0.0% | 168 | +78 | 12.62% | Q2 2026 | Jul 27, 2026 |
| Key Capital Management, INC | History | New | 573 | 29 | 0.01% | — | 169 | +573 | New | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | Added to | 505 | 25 | 0.0% | 0.0% | 170 | +324 | 179.01% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | New | 472 | 24 | 0.0% | — | 171 | +472 | New | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 446 | 22 | 0.0% | 0.0% | 172 | +51 | 12.91% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | New | 412 | 21 | 0.0% | — | 174 | +412 | New | Q2 2026 | Aug 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 410 | 21 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CX Institutional | History | New | 347 | 18 | 0.0% | — | 176 | +347 | New | Q2 2026 | Jul 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 352 | 18 | 0.0% | 0.0% | 175 | +107 | 43.67% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 334 | 17 | 0.01% | — | 177 | +334 | New | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 289 | 14 | 0.0% | — | 178 | +289 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 257 | 13 | 0.0% | — | 180 | +257 | New | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 269 | 13 | 0.0% | 0.0% | 179 | +121 | 81.76% | Q2 2026 | Jul 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 169 | 8 | 0.0% | — | 182 | +169 | New | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 175 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 139 | 7 | 0.0% | — | 184 | +139 | New | Q2 2026 | Jul 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 141 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Montgomery Financial Services LLC | History | New | 116 | 5 | 0.0% | — | 185 | +116 | New | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -13,555 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,423 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Richmond Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -11,276 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,600 | -100.0% | Q2 2026 | Aug 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,659 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,505 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,844 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,800 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Indiana Trust & Investment Management Co | History | Closed out | 0 | 0 | — | 0.03% | — | -1,750 | -100.0% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q2 2026 | Aug 13, 2026 |