iSHARES TRUST - MBB
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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 68,261,267 | 6,452,054 | 0.42% | 0.42% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 37,776,202 | 3,587,606 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,910,875 | 2,921,648 | 0.69% | 0.69% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 27,128,190 | 2,564,156 | 0.58% | 0.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 18,496,926 | 1,748,329 | 0.22% | 0.22% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 14,805,333 | 1,404,268 | 9.38% | 9.38% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 13,686,305 | 1,291,246 | 0.26% | 0.26% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 11,538,279 | 1,090,598 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 7,678,893 | 725,808 | 2.5% | 2.5% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,541,462 | 523,779 | 0.63% | 0.63% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,278,858 | 404,437 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,741,705 | 353,666 | 0.29% | 0.29% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,279,174 | 309,947 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 3,034,893 | 286,858 | 1.22% | 1.22% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,912,422 | 275,282 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,803,720 | 265,007 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 2,654,254 | 250,880 | 0.75% | 0.75% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 2,518,894 | 238,085 | 11.19% | 11.19% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,420,276 | 228,764 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,380,025 | 224,960 | 0.2% | 0.2% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 2,352,562 | 222,364 | 2.61% | 2.61% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | No change | 2,311,312 | 218,465 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 2,146,275 | 202,865 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,119,612 | 200,345 | 0.96% | 0.96% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 1,957,539 | 185,026 | 2.43% | 2.43% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,892,523 | 178,881 | 1.51% | 1.51% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,833,567 | 173,308 | 1.29% | 1.29% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,769,513 | 167,254 | 0.34% | 0.34% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,716,390 | 162,233 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,685,608 | 159,323 | 3.76% | 3.76% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 1,711,063 | 153,345 | 1.83% | 1.78% | 31 | +166,594 | 10.79% | Q3 2026 | Oct 05, 2026 |
| BESSEMER GROUP INC | History | No change | 1,607,411 | 151,933 | 0.21% | 0.21% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,599,915 | 151,224 | 0.29% | 0.29% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,592,160 | 150,490 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,549,507 | 146,459 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,509,344 | 142,758 | 0.79% | 0.79% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,487,140 | 140,564 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,466,815 | 138,643 | 0.87% | 0.87% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 1,433,945 | 135,536 | 0.83% | 0.83% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bridgewater Associates, LP | History | No change | 1,386,800 | 131,080 | 0.54% | 0.54% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | No change | 1,225,691 | 115,852 | 0.3% | 0.3% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clarity Financial LLC | History | No change | 1,172,019 | 110,779 | 9.41% | 9.41% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 1,131,436 | 106,943 | 1.78% | 1.78% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 1,006,787 | 95,161 | 0.36% | 0.36% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 984,369 | 93,042 | 0.28% | 0.28% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 966,223 | 91,327 | 0.96% | 0.96% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 904,453 | 85,488 | 0.4% | 0.4% | 47 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 870,621 | 82,291 | 0.38% | 0.38% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 864,704 | 82,103 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 831,866 | 78,628 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 812,942 | 76,839 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 816,347 | 76,583 | 9.14% | 9.14% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jupiter Topco LLC | History | No change | 801,475 | 75,757 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 786,118 | 74,303 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 745,517 | 70,466 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 733,132 | 69,295 | 8.63% | 8.63% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dakota Wealth Management | History | No change | 720,721 | 68,122 | 1.3% | 1.3% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 713,705 | 67,459 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthCoast Asset Management LLC | History | No change | 700,621 | 66,222 | 1.47% | 1.47% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 700,000 | 66,164 | 0.23% | 0.23% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital International Investors | History | No change | 695,093 | 65,700 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 675,822 | 63,937 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lutz Financial Services LLC | History | No change | 658,034 | 62,197 | 3.79% | 3.79% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allianz Asset Management GmbH | History | No change | 643,669 | 60,839 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ROCKLAND TRUST CO | History | Added to | 663,553 | 59,467 | 2.28% | 2.38% | 65 | +22,852 | 3.57% | Q3 2026 | Oct 05, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 622,437 | 58,832 | 3.28% | 3.28% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 608,645 | 57,529 | 0.27% | 0.27% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 600,000 | 56,712 | 0.25% | 0.25% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 594,470 | 55,713 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 559,163 | 52,852 | 0.54% | 0.54% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 517,750 | 48,937 | 3.03% | 3.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Korea Investment CORP | History | No change | 500,000 | 47,260 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Constellation Investments, Inc. | History | No change | 495,924 | 46,874 | 1.47% | 1.47% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 482,491 | 45,605 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 477,900 | 45,211 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 477,622 | 45,144 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 470,874 | 44,507 | 0.84% | 0.84% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 449,653 | 42,501 | 0.51% | 0.51% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 448,842 | 42,424 | 1.17% | 1.17% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthRock Partners, LLC | History | No change | 444,758 | 42,038 | 0.61% | 0.61% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 441,162 | 41,698 | 1.5% | 1.5% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 440,730 | 41,657 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 429,639 | 40,609 | 0.46% | 0.46% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 411,950 | 38,937 | 0.47% | 0.47% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bangor Savings Bank | History | Added to | 429,111 | 38,456 | 2.93% | 2.93% | 85 | +7,099 | 1.68% | Q3 2026 | Oct 06, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 399,026 | 37,715 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Investment Management, LLC | History | No change | 395,483 | 37,381 | 0.72% | 0.72% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northside Capital Management, LLC | History | No change | 394,193 | 37,259 | 3.05% | 3.05% | 88 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CONNING INC. | History | No change | 387,672 | 36,642 | 1.1% | 1.1% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 383,765 | 36,273 | 3.75% | 3.75% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JB Capital LLC | History | No change | 366,798 | 34,669 | 1.2% | 1.2% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 365,786 | 34,574 | 0.16% | 0.16% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 365,720 | 34,567 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 363,202 | 34,329 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 361,979 | 34,214 | 6.21% | 6.21% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 361,587 | 34,177 | 1.65% | 1.65% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 349,200 | 33,006 | 3.26% | 3.26% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 348,023 | 32,895 | 2.41% | 2.41% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Investments, LLC | History | No change | 345,053 | 32,614 | 3.61% | 3.61% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 338,060 | 31,946 | 0.22% | 0.22% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 336,263 | 31,783 | 0.32% | 0.32% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 326,530 | 30,863 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | No change | 311,099 | 29,405 | 0.88% | 0.88% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modera Wealth Management, LLC | History | No change | 309,599 | 29,263 | 0.31% | 0.31% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 305,701 | 28,894 | 0.9% | 0.9% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 300,474 | 28,400 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 297,555 | 28,124 | 3.4% | 3.4% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acorns Advisers, LLC | History | No change | 296,322 | 28,008 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 290,132 | 27,423 | 0.42% | 0.42% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| iA Global Asset Management Inc. | History | No change | 284,376 | 26,879 | 0.32% | 0.32% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 275,200 | 26,011 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 290,234 | 26,010 | 0.44% | 0.45% | 112 | -13,294 | -4.38% | Q3 2026 | Oct 01, 2026 |
| FEDERATED HERMES, INC. | History | No change | 265,355 | 25,081 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 262,425 | 24,804 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Talon Private Wealth, LLC | History | No change | 260,720 | 24,643 | 2.88% | 2.88% | 115 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 258,653 | 24,447 | 3.99% | 3.99% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 255,874 | 24,185 | 1.21% | 1.21% | 117 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 253,580 | 23,968 | 3.14% | 3.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carnegie Investment Counsel | History | No change | 251,825 | 23,802 | 0.48% | 0.48% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 250,291 | 23,657 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 250,439 | 23,548 | 3.1% | 3.1% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 243,877 | 23,051 | 1.36% | 1.36% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 242,028 | 22,876 | 0.43% | 0.43% | 123 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 241,622 | 22,838 | 4.88% | 4.88% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 238,354 | 22,529 | 0.82% | 0.82% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 227,647 | 21,547 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 227,389 | 21,492 | 0.79% | 0.79% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Penserra Capital Management LLC | History | No change | 225,258 | 21,291 | 0.16% | 0.16% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 224,776 | 21,245 | 0.25% | 0.25% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 224,016 | 21,174 | 2.56% | 2.56% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sharkey, Howes & Javer | History | No change | 215,214 | 20,342 | 2.45% | 2.45% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHERN TRUST CORP | History | No change | 214,799 | 20,302 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 214,531 | 20,277 | 0.19% | 0.19% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 213,931 | 20,220 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 209,076 | 19,761 | 3.3% | 3.3% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 208,845 | 19,740 | 8.17% | 8.17% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 208,830 | 19,738 | 1.02% | 1.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SteelPeak Wealth, LLC | History | No change | 207,334 | 19,597 | 0.51% | 0.51% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 204,235 | 19,304 | 0.52% | 0.52% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 202,306 | 19,121 | 1.75% | 1.75% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | No change | 200,832 | 18,982 | 0.13% | 0.13% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 198,697 | 18,780 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 196,122 | 18,537 | 1.37% | 1.37% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 194,292 | 18,364 | 0.18% | 0.18% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Johns Hopkins University | History | No change | 193,437 | 18,283 | 1.22% | 1.22% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 193,235 | 18,264 | 0.9% | 0.9% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lifeworks Advisors, LLC | History | No change | 193,120 | 18,253 | 1.91% | 1.91% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RKL Wealth Management LLC | History | No change | 191,867 | 18,135 | 1.45% | 1.45% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 187,630 | 17,734 | 0.23% | 0.23% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 185,207 | 17,433 | 1.16% | 1.16% | 150 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BARCLAYS PLC | History | No change | 184,420 | 17,431 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 180,916 | 17,100 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 180,746 | 17,084 | 1.98% | 1.98% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 175,469 | 16,585 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Heck Capital Advisors, LLC | History | No change | 174,713 | 16,513 | 0.99% | 0.99% | 155 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 170,642 | 16,129 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 170,440 | 16,092 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 168,836 | 15,958 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 164,593 | 15,557 | 0.19% | 0.19% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 164,294 | 15,529 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 162,750 | 15,383 | 1.5% | 1.5% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 161,055 | 15,222 | 0.31% | 0.31% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 159,607 | 15,086 | 1.52% | 1.52% | 163 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Trek Financial, LLC | History | No change | 158,520 | 14,983 | 0.74% | 0.74% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 152,072 | 14,373 | 5.73% | 5.73% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 151,946 | 14,361 | 0.86% | 0.86% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stone House Investment Management, LLC | History | No change | 150,699 | 14,244 | 1.89% | 1.89% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 149,687 | 14,148 | 0.34% | 0.34% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | No change | 148,301 | 14,017 | 0.27% | 0.27% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 148,098 | 13,998 | 2.39% | 2.39% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 147,438 | 13,935 | 0.63% | 0.63% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 147,256 | 13,918 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| METEORA CAPITAL, LLC | History | No change | 146,600 | 13,856 | 1.15% | 1.15% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 145,355 | 13,738 | 0.48% | 0.48% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rothschild Wealth LLC | History | No change | 142,589 | 13,477 | 1.08% | 1.08% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 140,524 | 13,282 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Boltwood Capital Management | History | Added to | 147,239 | 13,195 | 2.98% | 3.02% | 177 | +7,954 | 5.71% | Q3 2026 | Oct 02, 2026 |
| Focus Partners Wealth | History | No change | 139,211 | 13,158 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewSquare Capital LLC | History | No change | 137,904 | 13,034 | 0.96% | 0.96% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cascade Financial Partners, LLC | History | No change | 134,989 | 12,759 | 1.11% | 1.11% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| One Wealth Advisors, LLC | History | No change | 134,132 | 12,678 | 1.4% | 1.4% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tandem Wealth Advisors LLC | History | No change | 133,260 | 12,595 | 5.01% | 5.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 133,235 | 12,593 | 0.12% | 0.12% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Security Financial Services, INC. | History | No change | 130,756 | 12,359 | 1.71% | 1.71% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Management, Inc. | History | No change | 129,845 | 12,272 | 1.77% | 1.77% | 185 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 128,832 | 12,177 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kelly Financial Services LLC | History | No change | 127,863 | 12,085 | 2.59% | 2.59% | 187 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 125,676 | 11,878 | 1.21% | 1.21% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JT Stratford LLC | History | No change | 125,397 | 11,852 | 1.3% | 1.3% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | No change | 123,856 | 11,706 | 4.09% | 4.09% | 190 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 123,750 | 11,696 | 0.19% | 0.19% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 122,869 | 11,613 | 2.06% | 2.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westover Capital Advisors, LLC | History | No change | 122,526 | 11,581 | 1.92% | 1.92% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 120,521 | 11,391 | 0.18% | 0.18% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 118,840 | 11,232 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 117,931 | 11,146 | 1.15% | 1.15% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smith Salley Wealth Management | History | No change | 115,609 | 10,927 | 0.47% | 0.47% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 115,183 | 10,887 | 3.1% | 3.1% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 114,643 | 10,836 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| THEORY FINANCIAL LLC | History | No change | 114,412 | 10,814 | 3.41% | 3.41% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 113,854 | 10,761 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Shelter Mutual Insurance Co | History | No change | 113,212 | 10,700 | 2.26% | 2.26% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 111,311 | 10,521 | 0.35% | 0.35% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | No change | 110,380 | 10,460 | 0.17% | 0.17% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FDx Advisors, Inc. | History | No change | 107,539 | 10,165 | 3.06% | 3.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TSA Wealth Managment LLC | History | No change | 107,043 | 10,117 | 2.86% | 2.86% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pictet Asset Management Holding SA | History | No change | 106,000 | 10,019 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 105,404 | 9,962 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 104,693 | 9,895 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 102,913 | 9,727 | 0.88% | 0.88% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 102,125 | 9,652 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIM, LLC | History | No change | 100,910 | 9,538 | 1.23% | 1.23% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 100,451 | 9,494 | 0.74% | 0.74% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 97,805 | 9,288 | 0.3% | 0.3% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Scarborough Advisors, LLC | History | No change | 97,805 | 9,231 | 1.06% | 1.06% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 97,063 | 9,174 | 1.47% | 1.47% | 216 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quadrature Capital Ltd | History | No change | 97,049 | 9,173 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 96,725 | 9,142 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 95,988 | 9,072 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 94,349 | 8,917 | 4.04% | 4.04% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 93,988 | 8,883 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aureum Wealth Management, LLC | History | No change | 93,670 | 8,853 | 5.49% | 5.49% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 91,708 | 8,668 | 0.12% | 0.12% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 90,635 | 8,566 | 0.44% | 0.44% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 89,832 | 8,490 | 0.37% | 0.37% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Invst, LLC | History | No change | 88,909 | 8,403 | 0.82% | 0.82% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PAX Financial Group, LLC | History | No change | 86,816 | 8,205 | 1.22% | 1.22% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elevated Financial Group LLC | History | No change | 85,206 | 8,053 | 2.21% | 2.21% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Darwin Wealth Management, LLC | History | No change | 84,918 | 8,026 | 2.2% | 2.2% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Johnson Financial Group, Inc. | History | No change | 83,092 | 7,853 | 0.26% | 0.26% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 82,871 | 7,833 | 0.18% | 0.18% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keebeck Wealth Management | History | No change | 81,550 | 7,708 | 0.75% | 0.75% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 81,410 | 7,694 | 5.45% | 5.45% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 81,180 | 7,673 | 1.29% | 1.29% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisors Preferred, LLC | History | No change | 81,276 | 7,650 | 1.18% | 1.18% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shepherd Financial Partners LLC | History | No change | 80,672 | 7,625 | 0.63% | 0.63% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 80,658 | 7,623 | 0.77% | 0.77% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 79,719 | 7,569 | 0.31% | 0.31% | 238 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Blankinship & Foster, LLC | History | No change | 79,582 | 7,522 | 1.52% | 1.52% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 79,532 | 7,517 | 0.14% | 0.14% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 77,967 | 7,369 | 0.17% | 0.17% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 77,486 | 7,324 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 78,249 | 7,306 | 0.12% | 0.12% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 78,249 | 7,306 | 0.12% | 0.12% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 75,512 | 7,137 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 74,484 | 7,040 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 74,289 | 7,021 | 0.15% | 0.15% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sovran Advisors, LLC | History | No change | 74,622 | 6,989 | 0.52% | 0.52% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Financial Group LLC | History | No change | 73,512 | 6,948 | 0.78% | 0.78% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 73,250 | 6,923 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 73,225 | 6,921 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keystone Financial Services | History | No change | 73,126 | 6,911 | 1.78% | 1.78% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fort Point Capital Partners LLC | History | No change | 72,994 | 6,899 | 0.48% | 0.48% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 71,657 | 6,773 | 1.56% | 1.56% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 71,299 | 6,739 | 2.32% | 2.32% | 255 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | No change | 70,321 | 6,646 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 70,266 | 6,641 | 0.56% | 0.56% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 70,197 | 6,635 | 2.36% | 2.36% | 258 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| a16z Perennial Management, L.P. | History | No change | 69,775 | 6,595 | 0.53% | 0.53% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 69,406 | 6,560 | 0.14% | 0.14% | 260 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SigFig Wealth Management, LLC | History | No change | 68,576 | 6,512 | 0.17% | 0.17% | 261 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Archford Capital Strategies, LLC | History | No change | 68,826 | 6,505 | 0.66% | 0.66% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 68,371 | 6,462 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 68,021 | 6,429 | 0.39% | 0.39% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 67,436 | 6,374 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cobblestone Asset Management LLC | History | No change | 67,315 | 6,362 | 2.65% | 2.65% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 65,959 | 6,254 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winthrop Capital Management, LLC | History | No change | 64,433 | 6,090 | 1.47% | 1.47% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alternative Investment Advisors, LLC. | History | No change | 64,070 | 6,055 | 2.3% | 2.3% | 269 | 0 | 0.0% | Q2 2026 | Aug 31, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 63,935 | 6,043 | 3.61% | 3.61% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 63,833 | 6,033 | 1.92% | 1.92% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 63,652 | 6,016 | 0.3% | 0.3% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 62,949 | 5,949 | 0.3% | 0.3% | 273 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | No change | 62,874 | 5,942 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOSTER & MOTLEY INC | History | No change | 61,450 | 5,808 | 0.27% | 0.27% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cypress Wealth Services, LLC | History | No change | 61,414 | 5,804 | 0.71% | 0.71% | 276 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Betterment LLC | History | No change | 60,424 | 5,711 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 59,911 | 5,662 | 0.19% | 0.19% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 58,730 | 5,551 | 0.48% | 0.48% | 279 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 58,020 | 5,509 | 0.69% | 0.69% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 58,028 | 5,484 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Advisory Services Network, LLC | History | No change | 57,722 | 5,455 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CORE WEALTH ADVISORS, LLC | History | No change | 57,683 | 5,452 | 4.02% | 4.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Traveka Wealth, LLC | History | No change | 57,586 | 5,443 | 1.81% | 1.81% | 284 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| International Private Wealth Advisors LLC | History | No change | 56,994 | 5,387 | 2.77% | 2.77% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 56,224 | 5,314 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 54,539 | 5,155 | 1.34% | 1.34% | 287 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advus Financial Partners, LLC | History | No change | 53,956 | 5,099 | 1.45% | 1.45% | 288 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 53,441 | 5,051 | 0.08% | 0.08% | 289 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ALLSTATE CORP | History | No change | 52,648 | 4,976 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monument Capital Management | History | No change | 52,580 | 4,969 | 1.0% | 1.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 52,467 | 4,959 | 0.09% | 0.09% | 292 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 52,378 | 4,950 | 1.2% | 1.2% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | No change | 52,125 | 4,926 | 0.48% | 0.48% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WBH ADVISORY INC | History | No change | 52,017 | 4,916 | 0.33% | 0.33% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inspire Advisors, LLC | History | No change | 51,565 | 4,873 | 0.34% | 0.34% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 51,021 | 4,822 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 50,634 | 4,785 | 0.23% | 0.23% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brucke Financial, Inc. | History | No change | 50,145 | 4,739 | 2.11% | 2.11% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essential Planning, LLC. | History | No change | 49,158 | 4,646 | 1.31% | 1.31% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |