iSHARES TRUST - MTUM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,117,410 | 2,782,891 | 3.44% | 3.44% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,899,452 | 2,708,167 | 0.64% | 0.64% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FMR LLC | History | No change | 5,705,939 | 1,956,167 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,386,000 | 1,160,822 | 0.26% | 0.26% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,375,616 | 1,157,262 | 0.31% | 0.31% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,708,782 | 928,652 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Encompass Capital Advisors LLC | History | No change | 1,437,500 | 492,818 | 17.53% | 17.53% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 1,409,680 | 483,280 | 5.06% | 5.06% | 8 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,333,850 | 457,933 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,319,411 | 452,333 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 1,301,990 | 446,361 | 1.98% | 1.98% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | No change | 1,252,332 | 429,336 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 1,140,605 | 391,033 | 0.67% | 0.67% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 1,099,673 | 377,001 | 0.46% | 0.46% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,086,149 | 372,364 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 1,000,000 | 342,830 | 2.54% | 2.54% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,003,960 | 337,330 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 931,613 | 319,384 | 4.66% | 4.66% | 18 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 901,500 | 309,061 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 860,379 | 294,963 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 841,406 | 288,459 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 830,205 | 284,619 | 0.58% | 0.58% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 811,500 | 278,206 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orgel Wealth Management, LLC | History | No change | 672,724 | 230,630 | 4.37% | 4.37% | 24 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 639,938 | 219,390 | 1.37% | 1.37% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | No change | 637,867 | 218,679 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 601,953 | 206,367 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 603,118 | 204,323 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 607,622 | 195,514 | 0.33% | 0.33% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 548,612 | 188,080 | 0.9% | 0.9% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 499,697 | 171,311 | 0.33% | 0.33% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 491,288 | 168,428 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 483,302 | 165,690 | 0.14% | 0.14% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 467,786 | 160,371 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Symmetry Partners, LLC | History | No change | 426,885 | 146,349 | 7.46% | 7.46% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 413,948 | 141,141 | 0.41% | 0.41% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 391,288 | 134,145 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balentine LLC | History | No change | 380,266 | 130,366 | 4.63% | 4.63% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 372,327 | 127,644 | 0.19% | 0.19% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona PSPRS Trust | History | No change | 361,757 | 124,021 | 4.62% | 4.62% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 352,034 | 120,687 | 1.24% | 1.24% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 346,128 | 118,663 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 344,387 | 118,194 | 0.14% | 0.14% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 342,136 | 117,294 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 337,175 | 115,593 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 335,012 | 114,853 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 328,191 | 112,513 | 0.95% | 0.95% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Probability Advisors, LLC | History | No change | 322,023 | 110,399 | 11.81% | 11.81% | 48 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 317,902 | 108,986 | 0.32% | 0.32% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 299,827 | 102,789 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | No change | 287,607 | 98,600 | 2.62% | 2.62% | 51 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Oribel Capital Management, LP | History | No change | 286,400 | 98,186 | 2.98% | 2.98% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 274,471 | 94,096 | 0.57% | 0.57% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 230,444 | 75,064 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | No change | 212,113 | 72,718 | 2.52% | 2.52% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 209,542 | 71,837 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Financial Services, Inc. | History | No change | 206,900 | 70,931 | 3.11% | 3.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 206,320 | 70,732 | 10.54% | 10.54% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | No change | 205,348 | 70,399 | 0.33% | 0.33% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 200,000 | 68,566 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorShares Investments LLC | History | No change | 194,494 | 66,678 | 8.05% | 8.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 192,185 | 65,886 | 1.33% | 1.33% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 183,285 | 62,835 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 181,964 | 62,382 | 0.44% | 0.44% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 181,563 | 62,245 | 3.29% | 3.29% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 178,179 | 61,085 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 166,581 | 57,161 | 0.31% | 0.31% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 162,354 | 55,660 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanchez Wealth Management Group | History | No change | 159,211 | 54,582 | 9.56% | 9.56% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 156,329 | 53,594 | 0.35% | 0.35% | 70 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 150,686 | 51,659 | 1.88% | 1.88% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 142,374 | 48,651 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 140,944 | 48,319 | 0.48% | 0.48% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 138,812 | 47,588 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Acropolis Investment Management, LLC | History | No change | 137,797 | 47,241 | 1.86% | 1.86% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 134,087 | 45,972 | 14.15% | 14.15% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 132,103 | 45,288 | 2.52% | 2.52% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 131,871 | 45,209 | 0.21% | 0.21% | 78 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 116,926 | 40,085 | 13.68% | 13.68% | 79 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M&T BANK CORP | History | No change | 113,665 | 38,967 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 113,255 | 38,827 | 0.41% | 0.41% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 113,097 | 38,773 | 0.82% | 0.82% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | No change | 112,880 | 38,698 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 111,711 | 38,297 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | No change | 121,579 | 37,986 | 0.54% | 0.54% | 85 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PEAK6 LLC | History | No change | 110,002 | 37,711 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Journey Advisory Group, LLC | History | No change | 108,657 | 37,250 | 2.85% | 2.85% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 105,428 | 36,143 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 104,732 | 35,905 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Convergence Financial, LLC | History | No change | 104,086 | 35,685 | 2.84% | 2.84% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 103,852 | 35,603 | 0.18% | 0.18% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 102,412 | 35,109 | 0.75% | 0.75% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 102,369 | 35,095 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 99,639 | 34,159 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 98,112 | 33,635 | 0.18% | 0.18% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 96,996 | 33,253 | 0.38% | 0.38% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 96,754 | 33,170 | 0.15% | 0.15% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 91,250 | 31,283 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trinity Wealth Management, LLC | History | No change | 89,744 | 30,766 | 9.76% | 9.76% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 89,724 | 30,759 | 5.96% | 5.96% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 89,037 | 30,524 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 87,445 | 29,978 | 0.26% | 0.26% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 83,121 | 28,496 | 0.22% | 0.22% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 82,495 | 28,281 | 0.13% | 0.13% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Invst, LLC | History | No change | 81,852 | 28,061 | 2.74% | 2.74% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 77,807 | 26,674 | 3.92% | 3.92% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waratah Capital Advisors Ltd. | History | No change | 75,000 | 25,712 | 0.87% | 0.87% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 74,194 | 25,436 | 1.26% | 1.26% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Glenview Trust Co | History | No change | 73,959 | 25,355 | 0.35% | 0.35% | 109 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Straight Path Wealth Management | History | No change | 71,699 | 24,580 | 5.75% | 5.75% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SteelPeak Wealth, LLC | History | No change | 71,207 | 24,411 | 0.63% | 0.63% | 111 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | No change | 68,617 | 23,523 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 68,603 | 23,519 | 0.27% | 0.27% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 67,815 | 23,249 | 1.4% | 1.4% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Belvedere Trading LLC | History | No change | 66,243 | 22,710 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65,460 | 22,441 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 64,414 | 22,083 | 0.34% | 0.34% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parker Investment Management, LLC | History | No change | 63,303 | 21,702 | 1.66% | 1.66% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 63,196 | 21,665 | 2.51% | 2.51% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 62,738 | 21,508 | 1.09% | 1.09% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFO4Life Group, LLC | History | No change | 60,583 | 20,769 | 2.8% | 2.8% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 59,470 | 20,387 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPC Advisors, LLC | History | No change | 58,859 | 20,178 | 2.72% | 2.72% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 57,156 | 19,594 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthRock Partners, LLC | History | No change | 56,748 | 19,454 | 0.28% | 0.28% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 54,183 | 18,575 | 0.58% | 0.58% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Group, LLC | History | No change | 53,239 | 18,251 | 3.72% | 3.72% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 52,927 | 18,145 | 0.3% | 0.3% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WIN ADVISORS, INC | History | No change | 51,032 | 17,495 | 6.24% | 6.24% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arvin Capital Management LP | History | No change | 50,000 | 17,141 | 2.24% | 2.24% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | No change | 49,716 | 17,043 | 2.29% | 2.29% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 49,002 | 16,799 | 0.69% | 0.69% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | No change | 49,034 | 16,790 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 48,885 | 16,759 | 0.31% | 0.31% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 48,732 | 16,706 | 3.86% | 3.86% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Solidarity Wealth, LLC | History | No change | 48,687 | 16,691 | 2.91% | 2.91% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sharkey, Howes & Javer | History | No change | 48,608 | 16,664 | 2.01% | 2.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 48,480 | 16,620 | 0.25% | 0.25% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shepherd Financial Partners LLC | History | No change | 47,285 | 16,210 | 1.33% | 1.33% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 47,231 | 16,192 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 47,057 | 16,132 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 46,941 | 16,092 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 46,907 | 16,081 | 0.19% | 0.19% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 46,339 | 15,886 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 46,069 | 15,793 | 1.24% | 1.24% | 145 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Stone House Investment Management, LLC | History | No change | 45,709 | 15,670 | 2.08% | 2.08% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 45,484 | 15,593 | 0.15% | 0.15% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 43,832 | 15,026 | 1.09% | 1.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | No change | 44,839 | 14,564 | 1.67% | 1.67% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 42,138 | 14,446 | 0.16% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,863 | 14,351 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Royal Fund Management, LLC | History | No change | 41,759 | 14,316 | 1.19% | 1.19% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jump Financial, LLC | History | No change | 41,734 | 14,307 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 41,495 | 14,225 | 0.14% | 0.14% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 41,434 | 14,204 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 41,384 | 14,187 | 2.27% | 2.27% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 40,406 | 13,852 | 2.13% | 2.13% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 40,320 | 13,822 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 40,238 | 13,794 | 2.65% | 2.65% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | No change | 400 | 13,713 | 1.69% | 1.69% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RH Tailwind Management, LLC | History | No change | 40,000 | 13,713 | 1.34% | 1.34% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | No change | 39,384 | 13,501 | 0.52% | 0.52% | 162 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PAX Financial Group, LLC | History | No change | 39,099 | 13,404 | 1.99% | 1.99% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meredith Wealth Planning | History | No change | 38,700 | 13,267 | 3.13% | 3.13% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 40,948 | 12,856 | 0.26% | 0.26% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 37,438 | 12,834 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 37,377 | 12,814 | 0.5% | 0.5% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vident Advisory, LLC | History | No change | 37,121 | 12,726 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 36,900 | 12,650 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elevated Financial Group LLC | History | No change | 36,880 | 12,643 | 3.47% | 3.47% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regal Investment Advisors LLC | History | No change | 36,766 | 12,604 | 0.65% | 0.65% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 36,402 | 12,479 | 0.62% | 0.62% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 39,860 | 12,341 | 0.2% | 0.2% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 35,430 | 12,146 | 2.05% | 2.05% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds, LLC. | History | No change | 13,623 | 12,064 | 2.72% | 2.72% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | No change | 35,042 | 12,013 | 5.91% | 5.91% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 34,709 | 11,912 | 1.2% | 1.2% | 177 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Strategic Blueprint, LLC | History | No change | 34,522 | 11,835 | 0.59% | 0.59% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 34,398 | 11,792 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Architects, LLC | History | No change | 33,655 | 11,537 | 5.53% | 5.53% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Financial Group | History | No change | 32,851 | 11,262 | 0.67% | 0.67% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 32,500 | 11,141 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 32,484 | 11,136 | 0.64% | 0.64% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kelly Financial Services LLC | History | No change | 32,473 | 11,132 | 2.38% | 2.38% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Haverford Trust Co | History | No change | 32,351 | 11,090 | 0.1% | 0.1% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,228 | 11,048 | 0.15% | 0.15% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Services | History | No change | 32,221 | 11,046 | 2.84% | 2.84% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 31,989 | 10,966 | 0.27% | 0.27% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 31,818 | 10,908 | 0.2% | 0.2% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tacita Capital Inc | History | No change | 31,541 | 10,813 | 5.87% | 5.87% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brickley Wealth Management | History | No change | 31,537 | 10,811 | 1.55% | 1.55% | 191 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Csenge Advisory Group | History | No change | 31,148 | 10,678 | 0.43% | 0.43% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 31,100 | 10,662 | 0.14% | 0.14% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 30,806 | 10,561 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 30,725 | 10,533 | 0.96% | 0.96% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arax Advisory Partners | History | No change | 30,536 | 10,468 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Investment Advisors / MI | History | No change | 30,503 | 10,457 | 0.63% | 0.63% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 30,407 | 10,424 | 1.97% | 1.97% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Elevation Capital Advisory, LLC | History | No change | 29,995 | 10,283 | 3.97% | 3.97% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PW Nova Financial Services LLC | History | No change | 29,669 | 10,171 | 2.18% | 2.18% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cavalier Investments, LLC | History | No change | 29,662 | 10,169 | 0.42% | 0.42% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| University of Illinois Foundation | History | No change | 29,170 | 10,000 | 1.79% | 1.79% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unison Advisors LLC | History | No change | 29,042 | 9,956 | 0.69% | 0.69% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Planning LLC | History | No change | 28,447 | 9,752 | 2.84% | 2.84% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 28,194 | 9,665 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 28,089 | 9,629 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kilter Group LLC | History | No change | 27,850 | 9,547 | 3.46% | 3.46% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 27,300 | 9,359 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SWMG, LLC | History | No change | 29,179 | 9,330 | 2.2% | 2.2% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TSFG, LLC | History | No change | 27,091 | 9,288 | 1.17% | 1.17% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 38,474 | 9,233 | 1.15% | 1.15% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascoma Wealth Management LLC | History | No change | 26,878 | 9,214 | 1.71% | 1.71% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Professional Financial Advisors, LLC | History | No change | 26,369 | 9,040 | 1.56% | 1.56% | 213 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Snowden Capital Advisors LLC | History | No change | 26,356 | 9,035 | 0.21% | 0.21% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 26,174 | 8,973 | 0.31% | 0.31% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 25,821 | 8,852 | 6.28% | 6.28% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stokes Family Office, LLC | History | No change | 25,630 | 8,786 | 1.02% | 1.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 25,481 | 8,735 | 0.35% | 0.35% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 25,461 | 8,728 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alexis Investment Partners, LLC | History | No change | 25,979 | 8,728 | 5.1% | 5.1% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 25,423 | 8,722 | 0.58% | 0.58% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 25,335 | 8,685 | 0.8% | 0.8% | 222 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legacy Financial Group LLC | History | No change | 25,332 | 8,684 | 0.98% | 0.98% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 25,147 | 8,621 | 0.94% | 0.94% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ONE Advisory Partners, LLC | History | No change | 24,987 | 8,566 | 2.33% | 2.33% | 225 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rothschild Wealth LLC | History | No change | 24,908 | 8,539 | 0.68% | 0.68% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 24,450 | 8,382 | 3.4% | 3.4% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Forefront Analytics, LLC | History | No change | 24,434 | 8,376 | 9.1% | 9.1% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, LLC | History | No change | 24,396 | 8,363 | 0.51% | 0.51% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 24,354 | 8,349 | 0.7% | 0.7% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,060 | 8,248 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Guardian Capital, LLC | History | No change | 24,056 | 8,247 | 6.75% | 6.75% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 23,999 | 8,227 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHS Financial, LLC | History | No change | 23,913 | 8,198 | 3.31% | 3.31% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avant Capital LLC | History | No change | 23,786 | 8,154 | 5.11% | 5.11% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 360 Financial, Inc. | History | No change | 23,385 | 8,016 | 2.04% | 2.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Indivisible Partners | History | No change | 23,375 | 8,013 | 0.45% | 0.45% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 23,006 | 7,887 | 0.51% | 0.51% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 22,992 | 7,882 | 0.15% | 0.15% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 22,613 | 7,752 | 0.46% | 0.46% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 25,522 | 7,716 | 0.13% | 0.13% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 25,522 | 7,716 | 0.13% | 0.13% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GROUP ONE TRADING LLC | History | No change | 21,943 | 7,522 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 21,879 | 7,500 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sollinda Capital Management LLC | History | No change | 21,699 | 7,439 | 1.59% | 1.59% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 21,684 | 7,433 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 21,673 | 7,430 | 1.48% | 1.48% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 21,595 | 7,403 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 21,561 | 7,391 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21,532 | 7,381 | 0.15% | 0.15% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 21,497 | 7,369 | 1.7% | 1.7% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 21,244 | 7,282 | 2.47% | 2.47% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peak Wealth Management LLC | History | No change | 21,161 | 7,254 | 5.09% | 5.09% | 253 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 20,845 | 7,146 | 0.24% | 0.24% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 20,335 | 6,971 | 0.54% | 0.54% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 20,243 | 6,939 | 4.02% | 4.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BCGM Wealth Management, LLC | History | No change | 20,205 | 6,926 | 1.46% | 1.46% | 257 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | No change | 19,943 | 6,837 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | No change | 19,867 | 6,810 | 0.71% | 0.71% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bellwether Advisors, LLC | History | No change | 19,694 | 6,751 | 1.0% | 1.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 19,677 | 6,745 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tactive Advisors, LLC | History | No change | 18,814 | 6,450 | 1.59% | 1.59% | 262 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 18,737 | 6,423 | 3.58% | 3.58% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 18,572 | 6,366 | 0.2% | 0.2% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 18,509 | 6,345 | 0.21% | 0.21% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 22,302 | 6,314 | 0.47% | 0.47% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 18,193 | 6,237 | 0.57% | 0.57% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 18,100 | 6,205 | 2.57% | 2.57% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 17,894 | 6,134 | 4.06% | 4.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthShield Partners, LLC | History | No change | 17,824 | 6,110 | 0.93% | 0.93% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Murchinson Ltd. | History | No change | 17,500 | 5,999 | 0.83% | 0.83% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 25,000 | 5,999 | 0.24% | 0.24% | 272 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Founders Financial Alliance, LLC | History | No change | 17,340 | 5,944 | 0.79% | 0.79% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sowell Financial Services LLC | History | No change | 17,189 | 5,893 | 0.19% | 0.19% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Argent Trust Co | History | No change | 17,139 | 5,875 | 0.17% | 0.17% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Heartland Consultants, Inc. | History | No change | 17,083 | 5,856 | 0.38% | 0.38% | 276 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 17,004 | 5,829 | 1.83% | 1.83% | 277 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Capital Management, LLC | History | No change | 16,932 | 5,804 | 0.85% | 0.85% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Caprock Group, LLC | History | No change | 16,846 | 5,775 | 0.11% | 0.11% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | No change | 16,787 | 5,755 | 0.11% | 0.11% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 16,770 | 5,749 | 3.65% | 3.65% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | No change | 16,525 | 5,665 | 0.17% | 0.17% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 16,446 | 5,638 | 0.55% | 0.55% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Audent Global Asset Management, LLC | History | No change | 16,409 | 5,625 | 6.28% | 6.28% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 16,367 | 5,611 | 0.66% | 0.66% | 285 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | No change | 16,311 | 5,591 | 0.14% | 0.14% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 16,222 | 5,561 | 1.26% | 1.26% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 16,117 | 5,525 | 0.5% | 0.5% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 16,073 | 5,510 | 0.88% | 0.88% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisors, LLC | History | No change | 16,010 | 5,488 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 15,883 | 5,445 | 3.0% | 3.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 15,592 | 5,345 | 0.7% | 0.7% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 15,240 | 5,224 | 1.49% | 1.49% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 15,210 | 5,214 | 1.67% | 1.67% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WCG Wealth Advisors LLC | History | No change | 15,146 | 5,192 | 0.12% | 0.12% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advantage Trust Co | History | No change | 15,062 | 5,163 | 1.82% | 1.82% | 296 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 10Elms LLP | History | No change | 15,052 | 5,160 | 2.18% | 2.18% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 14,936 | 5,120 | 0.11% | 0.11% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 14,450 | 4,954 | 0.27% | 0.27% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 14,374 | 4,927 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |