iShares U.S. ETF Trust - MEAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,326,132 | 167,570 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,370,376 | 119,419 | 7.55% | 7.55% | 2 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 1,804,120 | 90,891 | 4.34% | 4.34% | 3 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,412,588 | 71,166 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,054,864 | 53,144 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 755,026 | 38,038 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 657,567 | 33,128 | 0.22% | 0.22% | 7 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Foster Group, Inc. | History | No change | 612,466 | 30,856 | 0.82% | 0.82% | 8 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | No change | 533,439 | 26,874 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 457,119 | 23,029 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 444,308 | 22,384 | 2.03% | 2.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 366,933 | 18,489 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 341,827 | 17,222 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 291,789 | 14,700 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smart Money Group LLC | History | No change | 285,976 | 14,407 | 3.7% | 3.7% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 260,289 | 13,113 | 0.1% | 0.1% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 227,247 | 11,448 | 0.27% | 0.27% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 207,538 | 10,455 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 205,252 | 10,340 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 195,912 | 9,870 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 55 North Private Wealth, LLC | History | No change | 189,921 | 9,568 | 1.88% | 1.88% | 21 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | No change | 181,094 | 9,123 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 172,298 | 8,680 | 2.32% | 2.32% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 156,797 | 7,899 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 131,549 | 6,627 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 127,864 | 6,441 | 3.73% | 3.73% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 116,068 | 5,847 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 113,833 | 5,734 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 113,724 | 5,729 | 1.13% | 1.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 112,905 | 5,688 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 109,517 | 5,517 | 0.22% | 0.22% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 102,031 | 5,140 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 89,475 | 4,507 | 0.13% | 0.13% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 84,763 | 4,270 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 81,901 | 4,126 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 81,652 | 4,113 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 79,080 | 3,984 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresta Advisors, Ltd. | History | No change | 78,767 | 3,968 | 1.42% | 1.42% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 71,295 | 3,591 | 0.2% | 0.2% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 68,784 | 3,465 | 0.57% | 0.57% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 67,460 | 3,398 | 0.85% | 0.85% | 41 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 60,360 | 3,040 | 0.6% | 0.6% | 42 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 57,058 | 2,874 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 55,411 | 2,792 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 54,959 | 2,768 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 53,348 | 2,687 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 52,931 | 2,666 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 53,397 | 2,650 | 0.17% | 0.16% | 48 | +4,799 | 9.87% | Q3 2026 | Oct 08, 2026 |
| Horizon Wealth Management, LLC | History | No change | 51,951 | 2,617 | 0.33% | 0.33% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 49,023 | 2,469 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aprio Wealth Management, LLC | History | No change | 44,012 | 2,217 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sigma Planning Corp | History | No change | 43,743 | 2,203 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 43,595 | 2,196 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 43,026 | 2,167 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 43,111 | 2,165 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Flagship Private Wealth, LLC | History | No change | 42,685 | 2,150 | 0.76% | 0.76% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 41,793 | 2,105 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modern Wealth Management, LLC | History | No change | 41,652 | 2,098 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Financial Advisors, LLC | History | No change | 41,490 | 2,090 | 0.46% | 0.46% | 59 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sovran Advisors, LLC | History | No change | 41,118 | 2,066 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Allocation Strategies LLC | History | No change | 40,923 | 2,061 | 0.32% | 0.32% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 39,136 | 1,971 | 1.08% | 1.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,448 | 1,937 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 38,400 | 1,934 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 37,721 | 1,900 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Partners, LLC | History | No change | 37,727 | 1,900 | 0.27% | 0.27% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 36,506 | 1,839 | 0.37% | 0.37% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 34,286 | 1,727 | 0.82% | 0.82% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 34,154 | 1,720 | 0.37% | 0.37% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 33,568 | 1,691 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 32,627 | 1,643 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 32,323 | 1,628 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 31,759 | 1,600 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 31,775 | 1,600 | 0.59% | 0.59% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 31,264 | 1,575 | 0.33% | 0.33% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 30,777 | 1,550 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 29,543 | 1,488 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 29,527 | 1,487 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 28,586 | 1,440 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 28,177 | 1,398 | 0.03% | 0.03% | 80 | -669 | -2.32% | Q3 2026 | Oct 08, 2026 |
| &PARTNERS | History | No change | 27,511 | 1,386 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Five Pine Wealth Management | History | No change | 27,151 | 1,367 | 0.77% | 0.77% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 27,071 | 1,363 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 26,725 | 1,342 | 0.7% | 0.7% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 26,320 | 1,326 | 0.42% | 0.42% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 25,760 | 1,297 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 25,607 | 1,290 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Financial Management LLC | History | No change | 24,664 | 1,242 | 1.0% | 1.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| VestGen Advisors, LLC | History | No change | 23,276 | 1,172 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 23,098 | 1,163 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 22,835 | 1,150 | 0.95% | 0.95% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 22,660 | 1,141 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DORVAL Corp | History | No change | 22,245 | 1,120 | 0.32% | 0.32% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 21,574 | 1,086 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 20,889 | 1,052 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| One Capital Management, LLC | History | No change | 20,857 | 1,049 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbia River Financial Group, LLC | History | No change | 20,720 | 1,043 | 0.56% | 0.56% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 20,806 | 1,042 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BDFS Capital LLC | History | No change | 19,440 | 979 | 0.43% | 0.43% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WIN ADVISORS, INC | History | No change | 19,431 | 978 | 0.35% | 0.35% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 19,246 | 969 | 0.19% | 0.19% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 19,100 | 962 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Objective Capital Management, LLC | History | No change | 18,725 | 943 | 0.84% | 0.84% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | No change | 18,297 | 921 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group, Inc. | History | No change | 17,820 | 897 | 0.47% | 0.47% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tortoise Investment Management, LLC | History | No change | 17,000 | 856 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 4J Wealth Management LLC | History | No change | 16,869 | 849 | 0.42% | 0.42% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brookwood Investment Group LLC | History | No change | 16,857 | 849 | 0.1% | 0.1% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 15,830 | 797 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kathmere Capital Management, LLC | History | No change | 15,080 | 759 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clarity Asset Management, Inc. | History | No change | 14,930 | 752 | 0.37% | 0.37% | 111 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 14,776 | 742 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SYKON CAPITAL LLC | History | No change | 14,501 | 730 | 0.22% | 0.22% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KWMG, LLC | History | Reduced | 14,611 | 725 | 0.05% | 0.1% | 114 | -13,138 | -47.35% | Q3 2026 | Oct 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 12,756 | 642 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avestar Capital, LLC | History | No change | 12,759 | 642 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 12,688 | 639 | 0.2% | 0.2% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,365 | 622 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vertex Planning Partners, LLC | History | No change | 11,756 | 592 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,552 | 582 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 11,518 | 580 | 1.63% | 1.63% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sharkey, Howes & Javer | History | No change | 11,297 | 569 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,308 | 569 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Carolina Wealth Management Inc | History | No change | 11,026 | 555 | 0.26% | 0.26% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 10,890 | 548 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chatterton & Associates Inc. | History | No change | 10,851 | 545 | 0.32% | 0.32% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 10,650 | 536 | 0.16% | 0.16% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 10,490 | 528 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 10,500 | 528 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | No change | 9,584 | 482 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 9,522 | 479 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 9,341 | 470 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Client First Capital LLC | History | No change | 9,167 | 461 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,065 | 456 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 8,998 | 453 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,721 | 439 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,842 | 438 | 0.0% | 0.0% | 137 | -3,292 | -27.13% | Q3 2026 | Oct 08, 2026 |
| Csenge Advisory Group | History | No change | 8,663 | 436 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 8,516 | 429 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 8,311 | 418 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,272 | 416 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cross Staff Investments Inc | History | No change | 8,000 | 403 | 0.23% | 0.23% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 7,957 | 401 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 7,975 | 401 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 7,891 | 397 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Plan, Inc. | History | No change | 7,797 | 392 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 7,750 | 390 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,474 | 376 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 7,382 | 371 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | No change | 7,314 | 368 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 7,125 | 358 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 7,095 | 357 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MRP Capital Investments, LLC | History | No change | 7,000 | 352 | 0.26% | 0.26% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,909 | 348 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 6,854 | 345 | 0.14% | 0.14% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KM Capital Management Ltd. | History | No change | 6,361 | 320 | 0.15% | 0.15% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TAGStone Capital, Inc. | History | No change | 6,322 | 318 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Investment Advisors LLC | History | No change | 6,208 | 312 | 0.14% | 0.14% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,157 | 310 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 5,994 | 301 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BCGM Wealth Management, LLC | History | No change | 5,946 | 299 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 6,000 | 297 | 0.21% | 0.22% | 162 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 5,808 | 292 | 0.11% | 0.11% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5,643 | 284 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,628 | 283 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 5,633 | 283 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Iowa State Bank | History | Reduced | 5,649 | 280 | 0.05% | 0.06% | 167 | -1,000 | -15.04% | Q3 2026 | Oct 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,555 | 279 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VERITY Wealth Advisors | History | No change | 5,383 | 271 | 0.16% | 0.16% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 5,328 | 268 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,384 | 267 | 0.01% | 0.01% | 171 | +1,200 | 28.68% | Q3 2026 | Oct 08, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 5,333 | 267 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 5,297 | 266 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lantz Financial LLC | History | No change | 5,068 | 255 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 5,054 | 254 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 5,028 | 253 | 0.14% | 0.14% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 5,037 | 253 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Professional Financial Advisors, LLC | History | No change | 4,988 | 251 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,000 | 251 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 5,000 | 251 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 5,034 | 249 | 0.15% | — | 181 | +5,034 | New | Q3 2026 | Oct 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,854 | 244 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,664 | 234 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,651 | 234 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,380 | 220 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | No change | 4,259 | 214 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 4,237 | 212 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 4,170 | 206 | 0.16% | 0.17% | 188 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 4,078 | 205 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,061 | 204 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEBSTER BANK, N. A. | History | No change | 4,016 | 202 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,016 | 202 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,970 | 200 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,900 | 196 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 3,213 | 161 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 2,634 | 132 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,363 | 119 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centennial Bank/AR/ | History | No change | 2,280 | 114 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Planning Strategies Inc. | History | No change | 2,182 | 108 | 0.06% | 0.07% | 199 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Parallel Advisors, LLC | History | No change | 2,045 | 103 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CVA Family Office, LLC | History | No change | 1,979 | 99 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | Added to | 1,528 | 76 | 0.0% | 0.0% | 202 | +10 | 0.66% | Q3 2026 | Oct 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,483 | 74 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,096 | 55 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 978 | 49 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 721 | 36 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 728 | 36 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Friedenthal Financial | History | No change | 691 | 34 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 649 | 32 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| City State Bank | History | No change | 381 | 19 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Analysts, LLC | History | No change | 217 | 11 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 207 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 200 | 10 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 189 | 9 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | No change | 87 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harborfront Financial Group LLC | History | No change | 95 | 4 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,536 | -100.0% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |