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 | Added to | 3,326,132 | 167,570 | 0.01% | 0.01% | 1 | +67,340 | 2.07% | Q2 2026 | Aug 13, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,370,376 | 119,419 | 7.55% | 8.2% | 2 | +93,957 | 4.13% | Q2 2026 | Jul 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,804,120 | 90,891 | 4.34% | 4.41% | 3 | +137,410 | 8.24% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,412,588 | 71,166 | 0.0% | 0.01% | 4 | -6,291 | -0.44% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,054,864 | 53,144 | 0.08% | 0.09% | 5 | -17,585 | -1.64% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 755,026 | 38,038 | 0.01% | 0.01% | 6 | -4,591 | -0.6% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 657,567 | 33,128 | 0.22% | 0.26% | 7 | -384 | -0.06% | Q2 2026 | Sep 08, 2026 |
| Foster Group, Inc. | History | Added to | 612,466 | 30,856 | 0.82% | 0.88% | 8 | +22,590 | 3.83% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | Added to | 533,439 | 26,874 | 0.02% | 0.03% | 9 | +27,428 | 5.42% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 457,119 | 23,029 | 0.04% | 0.02% | 10 | +231,107 | 102.25% | Q2 2026 | Aug 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 444,308 | 22,384 | 2.03% | 2.28% | 11 | +8,476 | 1.94% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 366,933 | 18,489 | 0.0% | 0.0% | 12 | +37,711 | 11.45% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 341,827 | 17,222 | 0.02% | 0.02% | 13 | +45,294 | 15.27% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 291,789 | 14,700 | 0.09% | 0.12% | 14 | -93,336 | -24.24% | Q2 2026 | Aug 17, 2026 |
| Smart Money Group LLC | History | Added to | 285,976 | 14,407 | 3.7% | 2.33% | 15 | +127,174 | 80.08% | Q2 2026 | Jul 29, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 260,289 | 13,113 | 0.1% | 0.1% | 16 | +38,386 | 17.3% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 227,247 | 11,448 | 0.27% | 0.27% | 17 | +23,026 | 11.28% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 207,538 | 10,455 | 0.0% | 0.0% | 18 | +47,625 | 29.78% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 205,252 | 10,340 | 0.01% | 0.01% | 19 | +11,486 | 5.93% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 195,912 | 9,870 | 0.0% | 0.0% | 20 | +62,289 | 46.62% | Q2 2026 | Aug 14, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 189,921 | 9,568 | 1.88% | 1.23% | 21 | +94,353 | 98.73% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | Reduced | 181,094 | 9,123 | 0.01% | 0.01% | 22 | -12,326 | -6.37% | Q2 2026 | Aug 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 172,298 | 8,680 | 2.32% | 2.64% | 23 | -2,765 | -1.58% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 156,797 | 7,899 | 0.02% | 0.02% | 24 | -10,733 | -6.41% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | Added to | 131,549 | 6,627 | 0.0% | 0.0% | 25 | +26,962 | 25.78% | Q2 2026 | Aug 13, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 127,864 | 6,441 | 3.73% | 4.05% | 26 | +3,059 | 2.45% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 116,068 | 5,847 | 0.02% | 0.02% | 27 | +13,681 | 13.36% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 113,833 | 5,734 | 0.04% | 0.04% | 28 | +5,012 | 4.61% | Q2 2026 | Jul 20, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 113,724 | 5,729 | 1.13% | 0.92% | 29 | +27,306 | 31.6% | Q2 2026 | Aug 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 112,905 | 5,688 | 0.0% | 0.0% | 30 | +12,913 | 12.91% | Q2 2026 | Sep 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 109,517 | 5,517 | 0.22% | 0.19% | 31 | +24,313 | 28.54% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | Reduced | 102,031 | 5,140 | 0.01% | 0.01% | 32 | -11,495 | -10.13% | Q2 2026 | Aug 14, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 89,475 | 4,507 | 0.13% | 0.13% | 33 | +9,483 | 11.85% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 84,763 | 4,270 | 0.0% | 0.0% | 34 | +34,475 | 68.56% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 81,901 | 4,126 | 0.2% | 0.22% | 35 | +4,070 | 5.23% | Q2 2026 | Jul 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 81,652 | 4,113 | 0.0% | 0.0% | 36 | +43,464 | 113.82% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 79,080 | 3,984 | 0.02% | 0.03% | 37 | -22,264 | -21.97% | Q2 2026 | Aug 13, 2026 |
| Cresta Advisors, Ltd. | History | No change | 78,767 | 3,968 | 1.42% | 1.62% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 71,295 | 3,591 | 0.2% | 0.21% | 39 | -1,537 | -2.11% | Q2 2026 | Aug 13, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Reduced | 68,784 | 3,465 | 0.57% | 0.65% | 40 | -2,097 | -2.96% | Q2 2026 | Jul 14, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 67,460 | 3,398 | 0.85% | 1.23% | 41 | -20,560 | -23.36% | Q2 2026 | Jul 07, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 60,360 | 3,040 | 0.6% | 1.04% | 42 | -35,090 | -36.76% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 57,058 | 2,874 | 0.01% | 0.02% | 43 | +164 | 0.29% | Q2 2026 | Aug 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 55,411 | 2,792 | 0.0% | 0.01% | 44 | +3,291 | 6.31% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 54,959 | 2,768 | 0.04% | — | 45 | +54,959 | New | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | Reduced | 53,348 | 2,687 | 0.0% | 0.0% | 46 | -614 | -1.14% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 52,931 | 2,666 | 0.0% | 0.0% | 47 | -375,904 | -87.66% | Q2 2026 | Aug 06, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 51,951 | 2,617 | 0.33% | 0.43% | 48 | -5,974 | -10.31% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 49,023 | 2,469 | 0.0% | 0.0% | 49 | -180 | -0.37% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 48,598 | 2,448 | 0.16% | 0.18% | 50 | +2,198 | 4.74% | Q2 2026 | Jul 20, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 44,012 | 2,217 | 0.11% | 0.11% | 51 | +2,843 | 6.91% | Q2 2026 | Jul 24, 2026 |
| Sigma Planning Corp | History | Reduced | 43,743 | 2,203 | 0.06% | 0.09% | 52 | -19,631 | -30.98% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 43,595 | 2,196 | 0.02% | 0.03% | 53 | -13,384 | -23.49% | Q2 2026 | Aug 06, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 43,026 | 2,167 | 0.08% | 0.09% | 54 | +304 | 0.71% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,111 | 2,165 | 0.0% | 0.0% | 55 | -30 | -0.07% | Q2 2026 | Jul 15, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 42,685 | 2,150 | 0.76% | 1.0% | 56 | -6,305 | -12.87% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 41,793 | 2,105 | 0.04% | 0.04% | 57 | +2,460 | 6.25% | Q2 2026 | Jul 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 41,652 | 2,098 | 0.02% | 0.05% | 58 | -13,460 | -24.42% | Q2 2026 | Aug 13, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 41,490 | 2,090 | 0.46% | 0.53% | 59 | +1,272 | 3.16% | Q2 2026 | Jul 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 41,118 | 2,066 | 0.15% | 0.16% | 60 | -304 | -0.73% | Q2 2026 | Jul 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 40,923 | 2,061 | 0.32% | 0.3% | 61 | +7,845 | 23.72% | Q2 2026 | Aug 17, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 39,136 | 1,971 | 1.08% | — | 62 | +39,136 | New | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 38,448 | 1,937 | 0.02% | 0.02% | 63 | -990 | -2.51% | Q2 2026 | Aug 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 38,400 | 1,934 | 0.06% | 0.07% | 64 | +2,250 | 6.22% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 37,721 | 1,900 | 0.01% | 0.01% | 65 | -23,135 | -38.02% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Partners, LLC | History | No change | 37,727 | 1,900 | 0.27% | 0.3% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 36,506 | 1,839 | 0.37% | 0.3% | 67 | +11,685 | 47.08% | Q2 2026 | Aug 11, 2026 |
| Henderson Brothers Financial Partners, LLC | History | Reduced | 34,286 | 1,727 | 0.82% | 0.82% | 68 | -29,724 | -46.44% | Q2 2026 | Aug 13, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 34,154 | 1,720 | 0.37% | 0.42% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 33,568 | 1,691 | 0.0% | 0.0% | 70 | +10,714 | 46.88% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 32,627 | 1,643 | 0.01% | 0.01% | 71 | +4,924 | 17.77% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 32,323 | 1,628 | 0.03% | 0.01% | 72 | +26,326 | 438.99% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,759 | 1,600 | 0.0% | 0.0% | 73 | +277 | 0.88% | Q2 2026 | Jul 29, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 31,775 | 1,600 | 0.59% | 0.69% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 31,264 | 1,575 | 0.33% | 0.31% | 75 | +1,920 | 6.54% | Q2 2026 | Aug 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 30,777 | 1,550 | 0.09% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 29,543 | 1,488 | 0.0% | 0.0% | 77 | -19,441 | -39.69% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 29,527 | 1,487 | 0.02% | 0.03% | 78 | -11,200 | -27.5% | Q2 2026 | Jul 29, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 28,846 | 1,453 | 0.03% | 0.04% | 79 | -581 | -1.97% | Q2 2026 | Jul 08, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 28,586 | 1,440 | 0.0% | 0.0% | 80 | -2,105 | -6.86% | Q2 2026 | Aug 05, 2026 |
| KWMG, LLC | History | Reduced | 27,749 | 1,397 | 0.1% | 0.13% | 81 | -2,927 | -9.54% | Q2 2026 | Jul 08, 2026 |
| &PARTNERS | History | Added to | 27,511 | 1,386 | 0.01% | 0.01% | 82 | +1,133 | 4.3% | Q2 2026 | Aug 14, 2026 |
| Five Pine Wealth Management | History | Reduced | 27,151 | 1,367 | 0.77% | 1.0% | 83 | -4,762 | -14.92% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,071 | 1,363 | 0.0% | 0.0% | 84 | +55 | 0.2% | Q2 2026 | Jul 28, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 26,725 | 1,342 | 0.7% | — | 85 | +26,725 | New | Q2 2026 | Aug 07, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 26,320 | 1,326 | 0.42% | 0.48% | 86 | -876 | -3.22% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,760 | 1,297 | 0.01% | 0.01% | 87 | +2,726 | 11.83% | Q2 2026 | Jul 24, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 25,607 | 1,290 | 0.1% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 24,664 | 1,242 | 1.0% | 1.14% | 89 | +8 | 0.03% | Q2 2026 | Aug 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 23,276 | 1,172 | 0.03% | 0.03% | 90 | +3 | 0.01% | Q2 2026 | Aug 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 23,098 | 1,163 | 0.06% | 0.07% | 91 | +487 | 2.15% | Q2 2026 | Jul 28, 2026 |
| Alexander Randolph Advisory, Inc. | History | Reduced | 22,835 | 1,150 | 0.95% | 1.1% | 92 | -2,607 | -10.25% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 22,660 | 1,141 | 0.0% | 0.0% | 93 | +646 | 2.93% | Q2 2026 | Aug 13, 2026 |
| DORVAL Corp | History | Added to | 22,245 | 1,120 | 0.32% | 0.32% | 94 | +1,625 | 7.88% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,574 | 1,086 | 0.0% | 0.0% | 95 | +1,145 | 5.6% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,889 | 1,052 | 0.0% | 0.0% | 96 | -427 | -2.0% | Q2 2026 | Aug 05, 2026 |
| One Capital Management, LLC | History | No change | 20,857 | 1,049 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 20,720 | 1,043 | 0.56% | 0.6% | 98 | +143 | 0.69% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,806 | 1,042 | 0.02% | 0.02% | 99 | +5,054 | 32.08% | Q2 2026 | Jul 29, 2026 |
| BDFS Capital LLC | History | Added to | 19,440 | 979 | 0.43% | 0.1% | 100 | +15,238 | 362.64% | Q2 2026 | Jul 15, 2026 |
| WIN ADVISORS, INC | History | New | 19,431 | 978 | 0.35% | — | 101 | +19,431 | New | Q2 2026 | Aug 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 19,246 | 969 | 0.19% | 0.24% | 102 | -1,010 | -4.99% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | New | 19,100 | 962 | 0.0% | — | 103 | +19,100 | New | Q2 2026 | Aug 13, 2026 |
| Objective Capital Management, LLC | History | Added to | 18,725 | 943 | 0.84% | 0.87% | 104 | +1,514 | 8.8% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,297 | 921 | 0.01% | 0.01% | 105 | +9,225 | 101.69% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 17,820 | 897 | 0.47% | 1.15% | 106 | -26,083 | -59.41% | Q2 2026 | Jul 21, 2026 |
| Tortoise Investment Management, LLC | History | No change | 17,000 | 856 | 0.06% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 16,857 | 849 | 0.1% | 0.11% | 109 | -1,157 | -6.42% | Q2 2026 | Jul 23, 2026 |
| 4J Wealth Management LLC | History | Reduced | 16,869 | 849 | 0.42% | 0.49% | 108 | -305 | -1.78% | Q2 2026 | Jul 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 15,830 | 797 | 0.08% | — | 110 | +15,830 | New | Q2 2026 | Jul 09, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 15,080 | 759 | 0.04% | 0.05% | 111 | +105 | 0.7% | Q2 2026 | Jul 29, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 14,930 | 752 | 0.37% | 1.52% | 112 | -44,741 | -74.98% | Q2 2026 | Jul 16, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 14,776 | 742 | 0.18% | 0.2% | 113 | +138 | 0.94% | Q2 2026 | Aug 04, 2026 |
| SYKON CAPITAL LLC | History | Added to | 14,501 | 730 | 0.22% | 0.21% | 114 | +1,704 | 13.32% | Q2 2026 | Aug 12, 2026 |
| Avestar Capital, LLC | History | Added to | 12,759 | 642 | 0.04% | 0.03% | 116 | +4,759 | 59.49% | Q2 2026 | Jul 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 12,756 | 642 | 0.07% | 0.07% | 115 | +1,856 | 17.03% | Q2 2026 | Jul 29, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 12,688 | 639 | 0.2% | 0.28% | 117 | -1,922 | -13.16% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,365 | 622 | 0.0% | 0.0% | 118 | +303 | 2.51% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 12,134 | 611 | 0.0% | 0.01% | 119 | -7,782 | -39.07% | Q2 2026 | Jul 17, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 11,756 | 592 | 0.09% | 0.09% | 120 | +2,181 | 22.78% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 11,552 | 582 | 0.01% | — | 121 | +11,552 | New | Q2 2026 | Aug 10, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 11,518 | 580 | 1.63% | 1.77% | 122 | +264 | 2.35% | Q2 2026 | Jul 30, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 11,297 | 569 | 0.07% | 0.09% | 123 | -2,219 | -16.42% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,308 | 569 | 0.01% | 0.01% | 124 | +1,258 | 12.52% | Q2 2026 | Jul 28, 2026 |
| Carolina Wealth Management Inc | History | New | 11,026 | 555 | 0.26% | — | 125 | +11,026 | New | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 10,890 | 548 | 0.01% | 0.01% | 126 | -1,680 | -13.37% | Q2 2026 | Aug 12, 2026 |
| Chatterton & Associates Inc. | History | No change | 10,851 | 545 | 0.32% | 0.38% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Financial Concepts, LLC | History | New | 10,650 | 536 | 0.16% | — | 128 | +10,650 | New | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 10,490 | 528 | 0.0% | 0.01% | 129 | -1,280 | -10.88% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 10,500 | 528 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,584 | 482 | 0.0% | 0.0% | 131 | +3,112 | 48.08% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Reduced | 9,522 | 479 | 0.0% | 0.0% | 132 | -23 | -0.24% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 9,341 | 470 | 0.0% | — | 133 | +9,341 | New | Q2 2026 | Aug 11, 2026 |
| Client First Capital LLC | History | No change | 9,167 | 461 | 0.18% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,065 | 456 | 0.01% | 0.01% | 135 | -285 | -3.05% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 8,998 | 453 | 0.02% | 0.02% | 136 | +1,251 | 16.15% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,721 | 439 | 0.01% | 0.01% | 137 | +19 | 0.22% | Q2 2026 | Jul 07, 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 | New | 8,516 | 429 | 0.0% | — | 139 | +8,516 | New | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Reduced | 8,311 | 418 | 0.0% | 0.0% | 140 | -6,099 | -42.32% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,272 | 416 | 0.01% | 0.01% | 141 | -1,000 | -10.79% | Q2 2026 | Aug 12, 2026 |
| Cross Staff Investments Inc | History | No change | 8,000 | 403 | 0.23% | 0.2% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 7,975 | 401 | 0.03% | 0.03% | 144 | +2,764 | 53.04% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,957 | 401 | 0.0% | 0.0% | 143 | +306 | 4.0% | Q2 2026 | Jul 24, 2026 |
| Argent Trust Co | History | Added to | 7,891 | 397 | 0.01% | 0.01% | 145 | +415 | 5.55% | Q2 2026 | Aug 06, 2026 |
| Financial Plan, Inc. | History | Added to | 7,797 | 392 | 0.04% | 0.04% | 146 | +497 | 6.81% | 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 | New | 7,474 | 376 | 0.01% | — | 148 | +7,474 | New | Q2 2026 | Aug 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 7,382 | 371 | 0.08% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | New | 7,314 | 368 | 0.01% | — | 150 | +7,314 | New | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 7,125 | 358 | 0.04% | 0.05% | 151 | +178 | 2.56% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 7,095 | 357 | 0.0% | 0.0% | 152 | +1,689 | 31.24% | Q2 2026 | Aug 11, 2026 |
| MRP Capital Investments, LLC | History | No change | 7,000 | 352 | 0.26% | 0.31% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,909 | 348 | 0.01% | 0.01% | 154 | -1,377 | -16.62% | Q2 2026 | Jul 31, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 6,854 | 345 | 0.14% | 0.15% | 155 | +531 | 8.4% | Q2 2026 | Jul 24, 2026 |
| Iowa State Bank | History | No change | 6,649 | 334 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KM Capital Management Ltd. | History | Reduced | 6,361 | 320 | 0.15% | 0.26% | 157 | -1,210 | -15.98% | Q2 2026 | Aug 14, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 6,322 | 318 | 0.1% | 0.13% | 158 | -907 | -12.55% | Q2 2026 | Aug 11, 2026 |
| Highland Investment Advisors LLC | History | New | 6,208 | 312 | 0.14% | — | 159 | +6,208 | New | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 6,157 | 310 | 0.01% | 0.1% | 160 | -56,468 | -90.17% | Q2 2026 | Aug 14, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 6,000 | 302 | 0.22% | 0.24% | 161 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 5,994 | 301 | 0.09% | 0.1% | 162 | +42 | 0.71% | Q2 2026 | Jul 24, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 5,946 | 299 | 0.06% | 0.07% | 163 | +41 | 0.69% | Q2 2026 | Aug 04, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 5,808 | 292 | 0.11% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 5,643 | 284 | 0.03% | 0.03% | 165 | +38 | 0.68% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | Reduced | 5,633 | 283 | 0.0% | 0.01% | 167 | -1,845 | -24.67% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,628 | 283 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,555 | 279 | 0.0% | 0.0% | 168 | +24 | 0.43% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 5,536 | 278 | 0.04% | 0.06% | 169 | -1,952 | -26.07% | Q2 2026 | Aug 06, 2026 |
| VERITY Wealth Advisors | History | No change | 5,383 | 271 | 0.16% | 0.18% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WealthBridge Capital Management, LLC | History | New | 5,328 | 268 | 0.05% | — | 171 | +5,328 | New | Q2 2026 | Jul 24, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,333 | 267 | 0.11% | 0.12% | 172 | +293 | 5.81% | Q2 2026 | Aug 11, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 5,297 | 266 | 0.12% | 0.13% | 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 | Reduced | 5,054 | 254 | 0.05% | 0.08% | 175 | -1,725 | -25.45% | Q2 2026 | Jul 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | New | 5,028 | 253 | 0.14% | — | 176 | +5,028 | New | 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 | New | 4,988 | 251 | 0.04% | — | 178 | +4,988 | New | Q2 2026 | Jul 09, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 5,000 | 251 | 0.16% | 0.18% | 180 | +50 | 1.01% | Q2 2026 | Jul 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,000 | 251 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,854 | 244 | 0.01% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 4,651 | 234 | 0.01% | 0.01% | 183 | +623 | 15.47% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,664 | 234 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 4,380 | 220 | 0.01% | — | 184 | +4,380 | New | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,259 | 214 | 0.05% | 0.06% | 185 | +30 | 0.71% | Q2 2026 | Jul 20, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 4,237 | 212 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,184 | 210 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 4,170 | 210 | 0.17% | 0.19% | 188 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| UNIQUE WEALTH, LLC | History | New | 4,078 | 205 | 0.02% | — | 189 | +4,078 | New | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,061 | 204 | 0.0% | 0.0% | 190 | -3 | -0.07% | 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 | New | 3,970 | 200 | 0.0% | — | 193 | +3,970 | New | 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 | Added to | 3,213 | 161 | 0.11% | 0.08% | 195 | +1,037 | 47.66% | 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 | Added to | 2,363 | 119 | 0.04% | 0.03% | 197 | +802 | 51.38% | Q2 2026 | Aug 14, 2026 |
| Centennial Bank/AR/ | History | Added to | 2,280 | 114 | 0.04% | 0.04% | 198 | +141 | 6.59% | Q2 2026 | Aug 10, 2026 |
| Planning Strategies Inc. | History | New | 2,182 | 109 | 0.07% | — | 199 | +2,182 | New | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | New | 2,045 | 103 | 0.0% | — | 200 | +2,045 | New | 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 | 1,518 | 76 | 0.0% | 0.0% | 202 | +11 | 0.73% | Q2 2026 | Jul 01, 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 | Added to | 1,096 | 55 | 0.0% | 0.0% | 204 | +999 | 1029.9% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 978 | 49 | 0.04% | 0.04% | 205 | +7 | 0.72% | Q2 2026 | Jul 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 728 | 36 | 0.0% | — | 207 | +728 | New | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 721 | 36 | 0.0% | — | 206 | +721 | New | Q2 2026 | Aug 06, 2026 |
| Friedenthal Financial | History | Reduced | 691 | 34 | 0.02% | 0.07% | 208 | -1,980 | -74.13% | Q2 2026 | Jul 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 649 | 32 | 0.01% | 0.02% | 209 | -197 | -23.29% | 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 | Reduced | 217 | 11 | 0.0% | 0.0% | 211 | -220 | -50.34% | 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 | Reduced | 189 | 9 | 0.0% | 0.0% | 214 | -73 | -27.86% | 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 |
| Harborfront Financial Group LLC | History | New | 95 | 4 | 0.02% | — | 218 | +95 | New | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | New | 87 | 4 | 0.0% | — | 216 | +87 | New | 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 |
| LANARK FINANCIAL, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 1.32% | — | -307,365 | -100.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -163,616 | -100.0% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -130,726 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Portfolio Design Labs, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -111,610 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -94,144 | -100.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,337 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,527 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,659 | -100.0% | Q2 2026 | Sep 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,829 | -100.0% | Q1 2026 | Apr 07, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,122 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,537 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Bellecapital International Ltd. | History | Closed out | 0 | 0 | — | 0.18% | — | -19,908 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,118 | -100.0% | Q2 2026 | Jul 31, 2026 |
| McAdam, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,211 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Skyline Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -6,580 | -100.0% | Q2 2026 | Jul 20, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,883 | -100.0% | Q2 2026 | Aug 05, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,753 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,747 | -100.0% | Q2 2026 | Aug 27, 2026 |
| Shum Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -4,111 | -100.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,814 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -883 | -100.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 03, 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 |