iSHARES TRUST - MCHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 5,749,272 | 293,356 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Korea Investment CORP | History | No change | 3,267,940 | 166,746 | 0.32% | 0.32% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,819,529 | 143,866 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,165,794 | 110,509 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 2,060,215 | 104,772 | 0.27% | 0.27% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 1,792,544 | 91,464 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL PLC | History | No change | 1,595,100 | 81,389 | 0.44% | 0.44% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,378,404 | 70,334 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,354,300 | 69,103 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,325,097 | 67,613 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,281,520 | 65,389 | 0.45% | 0.45% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 1,175,148 | 59,961 | 0.4% | 0.4% | 12 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 1,072,451 | 54,721 | 0.87% | 0.87% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 850,545 | 43,317 | 0.27% | 0.27% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nipun Capital, L.P. | History | Reduced | 807,800 | 42,159 | 19.19% | 19.93% | 15 | -30,000 | -3.58% | Q3 2026 | Oct 08, 2026 |
| Jordan Park Group LLC | History | No change | 701,861 | 35,812 | 1.82% | 1.82% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1832 Asset Management L.P. | History | No change | 695,692 | 35,497 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 683,332 | 34,866 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 667,017 | 34,034 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amundi | History | No change | 640,224 | 32,667 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Saudi Central Bank | History | No change | 600,000 | 31,770 | 0.42% | 0.42% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Alberta Investment Management Corp | History | No change | 619,690 | 31,619 | 0.18% | 0.18% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 560,714 | 28,610 | 1.17% | 1.17% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | No change | 520,204 | 26,544 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 500,385 | 25,532 | 1.11% | 1.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 493,360 | 25,173 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 490,029 | 25,003 | 0.58% | 0.58% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 488,288 | 24,914 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 472,490 | 23,997 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 440,377 | 22,470 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 349,273 | 17,823 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 332,170 | 16,948 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 325,122 | 16,589 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 301,765 | 15,397 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 259,800 | 13,256 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 257,408 | 13,134 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 253,329 | 12,926 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 244,872 | 12,779 | 0.96% | 0.96% | 38 | -9,278 | -3.65% | Q3 2026 | Oct 08, 2026 |
| Erste Asset Management GmbH | History | No change | 201,539 | 11,362 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 220,963 | 11,274 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 203,900 | 10,403 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| W1M Asset Management Ltd | History | No change | 191,409 | 9,766 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 189,144 | 9,651 | 1.19% | 1.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tidal Investments LLC | History | No change | 183,962 | 9,386 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 173,322 | 8,843 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 171,400 | 8,745 | 0.78% | 0.78% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 170,460 | 8,697 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 168,281 | 8,586 | 0.52% | 0.52% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wharton Business Group, LLC | History | No change | 166,865 | 8,514 | 0.28% | 0.28% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 165,776 | 8,458 | 0.97% | 0.97% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 158,856 | 8,290 | 0.28% | 0.28% | 51 | +10,962 | 7.41% | Q3 2026 | Oct 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 149,450 | 7,625 | 0.27% | 0.27% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 125,462 | 6,401 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 123,683 | 6,310 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 118,615 | 6,052 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 107,087 | 5,464 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 103,864 | 5,299 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 101,161 | 5,161 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| FIL Ltd | History | No change | 100,264 | 5,115 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 99,781 | 5,091 | 0.56% | 0.56% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 98,457 | 5,023 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 98,110 | 5,006 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 97,269 | 4,963 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 96,408 | 4,919 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 92,023 | 4,695 | 2.6% | 2.6% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 82,542 | 4,307 | 1.1% | 0.97% | 66 | +9,480 | 12.98% | Q3 2026 | Oct 06, 2026 |
| Banco Santander, S.A. | History | No change | 82,480 | 4,208 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | No change | 82,054 | 4,186 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 82,014 | 4,185 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 77,862 | 3,972 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 76,034 | 3,885 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 73,942 | 3,772 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 67,084 | 3,422 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 66,489 | 3,392 | 0.34% | 0.34% | 74 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BOCHK Asset Management Ltd | History | No change | 64,000 | 3,265 | 0.51% | 0.51% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 62,137 | 3,170 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 61,490 | 3,137 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 60,663 | 3,095 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 54,186 | 2,764 | 0.32% | 0.32% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 53,959 | 2,753 | 1.91% | 1.91% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 50,909 | 2,597 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 50,000 | 2,551 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moneda S.A. Administradora General de Fondos | History | No change | 49,259 | 2,513 | 2.06% | 2.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 48,872 | 2,493 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 47,602 | 2,428 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 45,432 | 2,318 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 44,791 | 2,285 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | No change | 43,880 | 2,238 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 40,310 | 2,057 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RBF Capital, LLC | History | No change | 40,000 | 2,041 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantitative Investment Management, LLC | History | No change | 38,474 | 1,963 | 0.21% | 0.21% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 36,333 | 1,854 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 35,934 | 1,833 | 0.2% | 0.2% | 93 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Journey Advisory Group, LLC | History | No change | 35,523 | 1,812 | 0.14% | 0.14% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard National Trust Co | History | No change | 35,055 | 1,788 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARLEY CAPITAL L.P. | History | No change | 34,220 | 1,746 | 1.37% | 1.37% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Capital Management, LLC | History | No change | 33,745 | 1,721 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 33,269 | 1,697 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 32,870 | 1,677 | 0.51% | 0.51% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| V-Square Quantitative Management LLC | History | No change | 31,373 | 1,600 | 0.15% | 0.15% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 30,835 | 1,573 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 30,277 | 1,544 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 29,750 | 1,517 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 28,931 | 1,476 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 28,545 | 1,456 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gallacher Capital Management LLC | History | No change | 28,354 | 1,446 | 0.81% | 0.81% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trek Financial, LLC | History | No change | 27,786 | 1,417 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 26,980 | 1,376 | 0.39% | 0.39% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boltwood Capital Management | History | Added to | 24,465 | 1,276 | 0.29% | 0.25% | 109 | +3,375 | 16.0% | Q3 2026 | Oct 02, 2026 |
| Y.D. More Investments Ltd | History | No change | 25,000 | 1,275 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,000 | 1,224 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 23,601 | 1,204 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 23,563 | 1,202 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 22,043 | 1,193 | 0.26% | 0.26% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 23,218 | 1,184 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,100 | 1,127 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BigSur Wealth Management LLC | History | No change | 21,820 | 1,113 | 0.27% | 0.27% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 20,387 | 1,106 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 20,387 | 1,106 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 21,662 | 1,105 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 21,206 | 1,082 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 20,000 | 1,020 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 19,497 | 994 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,110 | 975 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 19,070 | 973 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Atria Investments, Inc | History | No change | 19,001 | 969 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 19,000 | 969 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IEQ CAPITAL, LLC | History | No change | 18,733 | 955 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 18,409 | 939 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 18,110 | 924 | 0.88% | 0.88% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,235 | 879 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 16,497 | 841 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 15,795 | 805 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Caprock Group, LLC | History | No change | 14,901 | 760 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 14,544 | 742 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 14,146 | 721 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TBH Global Asset Management, LLC | History | No change | 13,969 | 712 | 0.13% | 0.13% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 13,973 | 712 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lynx Investment Advisory | History | No change | 13,541 | 690 | 0.23% | 0.23% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13,350 | 681 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IMC-Chicago, LLC | History | No change | 13,289 | 678 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 13,284 | 677 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rothschild Wealth LLC | History | No change | 13,084 | 667 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allie Family Office LLC | History | No change | 12,843 | 655 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Point72 Asset Management, L.P. | History | No change | 12,400 | 632 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 12,386 | 631 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,320 | 628 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 11,454 | 610 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 11,820 | 603 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Asset Management Inc | History | No change | 11,663 | 595 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | No change | 11,487 | 586 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | No change | 11,282 | 575 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 10,738 | 560 | 0.16% | 0.16% | 153 | -208 | -1.9% | Q3 2026 | Oct 05, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 10,877 | 554 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 10,589 | 540 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | No change | 10,000 | 510 | 0.5% | 0.5% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | No change | 9,945 | 507 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 9,687 | 494 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellectus Partners, LLC | History | No change | 9,600 | 489 | 0.08% | 0.08% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 9,533 | 486 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,292 | 474 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 9,200 | 469 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 9,112 | 464 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Demars Financial Group, LLC | History | No change | 8,838 | 450 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,684 | 443 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,571 | 437 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,466 | 431 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,338 | 425 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,331 | 420 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 8,062 | 411 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SWMG, LLC | History | No change | 7,342 | 390 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,876 | 350 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,490 | 331 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,290 | 320 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 6,112 | 311 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFG Investments, LLC | History | No change | 6,071 | 309 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 6,048 | 308 | 0.13% | 0.13% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JGP Wealth Management, LLC | History | No change | 5,902 | 301 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,824 | 297 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,540 | 289 | 0.0% | 0.0% | 180 | -1,266 | -18.6% | Q3 2026 | Oct 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 5,620 | 286 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 5,608 | 286 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,603 | 285 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERCAPITAL, LLC | History | No change | 5,473 | 279 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,435 | 277 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 5,350 | 272 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StoneX Group Inc. | History | No change | 5,341 | 271 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS | History | No change | 5,145 | 262 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,149 | 262 | 0.3% | 0.3% | 189 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 4,990 | 254 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 4,933 | 251 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sentry LLC | History | No change | 4,797 | 244 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 4,556 | 232 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,379 | 223 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,286 | 218 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,250 | 216 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empowered Funds, LLC | History | No change | 4,210 | 214 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 4,197 | 214 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atala Financial Inc | History | No change | 4,038 | 206 | 0.13% | 0.13% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 4,022 | 205 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,800 | 193 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 3,661 | 186 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,037 | 154 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 3,000 | 153 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,749 | 140 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORMSER FRERES GESTION | History | No change | 2,767 | 140 | 0.08% | 0.08% | 206 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 2,591 | 132 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,602 | 132 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,496 | 127 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,190 | 111 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blue Trust, Inc. | History | No change | 1,960 | 100 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,902 | 97 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,900 | 96 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,887 | 96 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,748 | 89 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,735 | 88 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Activest Wealth Management | History | No change | 1,697 | 86 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,700 | 86 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOM Asset Management Ltd | History | No change | 1,620 | 82 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 1,503 | 76 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,502 | 76 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,428 | 72 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 1,141 | 58 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 970 | 49 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hurley Capital, LLC | History | No change | 827 | 42 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dunhill Financial, LLC | History | No change | 732 | 37 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 725 | 36 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 650 | 33 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aventura Private Wealth, LLC | History | No change | 662 | 33 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO | History | No change | 610 | 31 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 597 | 30 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 546 | 27 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 600 | 26 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 522 | 26 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 528 | 26 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 25 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 490 | 25 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 439 | 22 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 406 | 20 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Life Planners | History | No change | 395 | 20 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EFG International AG | History | No change | 400 | 20 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sankala Group LLC | History | No change | 375 | 20 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Polaris Financial Partners | History | New | 309 | 16 | 0.01% | — | 243 | +309 | New | Q3 2026 | Oct 02, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 300 | 15 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 261 | 13 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 272 | 13 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 257 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 269 | 13 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Darwin Wealth Management, LLC | History | No change | 234 | 11 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 228 | 11 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 207 | 10 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 198 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 173 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 175 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | No change | 164 | 8 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 172 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 164 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 140 | 7 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 136 | 6 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 119 | 6 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 126 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ALLIANZ SE | History | No change | 102 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 5,345 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 111 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Synergy Investment Management, LLC | History | No change | 103 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 81 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 97 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 14,776 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 96 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 96 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CX Institutional | History | Added to | 66 | 3 | 0.0% | 0.0% | 273 | +18 | 37.5% | Q3 2026 | Oct 02, 2026 |
| Stone House Investment Management, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Covestor Ltd | History | No change | 62 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 56 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | No change | 42 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 26 | 1 | 0.0% | — | 286 | +26 | New | Q3 2026 | Oct 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 35 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NFSG Corp | History | No change | 37 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 30 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 23 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 34 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,434 | -100.0% | Q3 2026 | Oct 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthShield Partners, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,184 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CVA Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIMA LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |