iSHARES TRUST - MUB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 44,699,544 | 4,810,564 | 0.31% | 0.31% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 22,787,508 | 2,452,391 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 21,039,515 | 2,264,273 | 3.83% | 3.83% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 17,585,152 | 1,892,488 | 0.45% | 0.45% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | No change | 14,801,826 | 1,592,972 | 0.93% | 0.93% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 12,757,070 | 1,372,915 | 0.31% | 0.31% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fisher Asset Management, LLC | History | No change | 12,648,532 | 1,361,235 | 0.41% | 0.41% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,375,308 | 1,116,590 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,361,448 | 1,115,098 | 1.38% | 1.38% | 9 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,354,522 | 1,006,733 | 0.54% | 0.54% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 8,227,175 | 885,408 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 7,865,009 | 846,432 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,514,130 | 808,670 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,256,953 | 780,993 | 0.39% | 0.39% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 5,996,446 | 645,337 | 2.22% | 2.22% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 5,353,257 | 576,126 | 0.63% | 0.63% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,065,381 | 545,136 | 0.48% | 0.48% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 4,552,278 | 489,916 | 0.94% | 0.94% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,479,123 | 482,446 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 3,581,966 | 385,491 | 0.35% | 0.35% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 3,352,646 | 360,811 | 0.62% | 0.62% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,176,798 | 341,831 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,808,282 | 302,227 | 0.38% | 0.38% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orgel Wealth Management, LLC | History | No change | 2,708,345 | 291,472 | 5.53% | 5.53% | 24 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,580,280 | 277,689 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 2,568,075 | 276,376 | 2.76% | 2.76% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,391,883 | 257,414 | 0.53% | 0.53% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,269,886 | 244,285 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,248,617 | 241,996 | 2.32% | 2.32% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,128,656 | 229,085 | 1.14% | 1.14% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 2,096,093 | 225,581 | 0.24% | 0.24% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Facet Wealth, Inc. | History | No change | 1,883,582 | 202,711 | 2.9% | 2.9% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,823,329 | 196,217 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,689,093 | 181,780 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,644,148 | 176,943 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 1,606,330 | 170,512 | 4.74% | 4.74% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,366,152 | 147,025 | 0.22% | 0.22% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 1,323,673 | 142,453 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,242,985 | 133,770 | 0.64% | 0.64% | 39 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,120,668 | 120,606 | 0.75% | 0.75% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | No change | 1,115,072 | 120,004 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,112,879 | 119,793 | 0.14% | 0.14% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,104,580 | 118,874 | 1.59% | 1.59% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,103,924 | 118,804 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,101,170 | 118,508 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,004,526 | 108,107 | 0.15% | 0.15% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 945,128 | 101,714 | 0.12% | 0.12% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 907,867 | 97,704 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 895,982 | 96,425 | 0.81% | 0.81% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 895,244 | 96,346 | 0.74% | 0.74% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 854,384 | 91,948 | 0.35% | 0.35% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 840,791 | 90,485 | 4.58% | 4.58% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 786,787 | 84,674 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 778,690 | 83,802 | 3.83% | 3.83% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 778,307 | 83,761 | 0.39% | 0.39% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 753,693 | 81,112 | 0.37% | 0.37% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 694,504 | 74,742 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOFI WEALTH, LLC | History | No change | 666,493 | 71,728 | 2.89% | 2.89% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 654,889 | 70,480 | 0.1% | 0.1% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 655,019 | 70,421 | 0.39% | 0.39% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 652,810 | 69,857 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 647,854 | 69,722 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 643,767 | 69,282 | 0.67% | 0.67% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 630,739 | 67,880 | 1.13% | 1.13% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 618,645 | 66,581 | 0.52% | 0.52% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 616,861 | 66,386 | 0.98% | 0.98% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Investment Management, LLC | History | No change | 616,563 | 66,354 | 1.29% | 1.29% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 607,800 | 65,411 | 0.13% | 0.13% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 594,473 | 63,977 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 576,272 | 62,018 | 1.18% | 1.18% | 70 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 568,602 | 61,192 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 568,001 | 61,128 | 0.34% | 0.34% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Group, Inc. | History | No change | 566,053 | 60,918 | 1.62% | 1.62% | 73 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Choate Investment Advisors | History | No change | 547,382 | 58,909 | 1.04% | 1.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 547,248 | 58,894 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 540,228 | 58,139 | 0.38% | 0.38% | 76 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 543,022 | 58,049 | 4.14% | 4.14% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 537,122 | 57,805 | 1.44% | 1.44% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 517,550 | 55,698 | 0.41% | 0.41% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 508,120 | 54,729 | 0.7% | 0.7% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parcion Private Wealth LLC | History | No change | 503,579 | 54,195 | 3.01% | 3.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LMR Partners LLP | History | No change | 500,000 | 53,810 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 499,586 | 53,765 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 479,909 | 51,647 | 0.65% | 0.65% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | No change | 477,489 | 51,096 | 1.4% | 1.4% | 85 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gradient Investments LLC | History | No change | 474,766 | 51,094 | 0.7% | 0.7% | 86 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 470,875 | 49,983 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 463,913 | 49,926 | 5.13% | 5.13% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 456,120 | 49,087 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 450,490 | 48,482 | 0.53% | 0.53% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 437,228 | 47,054 | 0.21% | 0.21% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 436,441 | 46,969 | 0.62% | 0.62% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 434,940 | 46,808 | 0.99% | 0.99% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 427,319 | 45,988 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkos Global Advisors | History | No change | 425,326 | 45,774 | 5.42% | 5.42% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 422,533 | 45,473 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 418,400 | 45,028 | 0.27% | 0.27% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 417,162 | 44,894 | 0.31% | 0.31% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | No change | 411,221 | 44,255 | 1.32% | 1.32% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 408,101 | 43,919 | 2.65% | 2.65% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HSBC HOLDINGS PLC | History | No change | 399,895 | 43,036 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liquid Strategies, LLC | History | No change | 396,261 | 42,645 | 5.82% | 5.82% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 393,335 | 42,334 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 393,109 | 42,306 | 0.28% | 0.28% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 387,660 | 41,719 | 2.08% | 2.08% | 105 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 385,709 | 41,509 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 382,510 | 41,165 | 3.87% | 3.87% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 382,228 | 41,135 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 379,368 | 40,827 | 0.78% | 0.78% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 368,010 | 39,605 | 2.24% | 2.24% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 364,923 | 39,273 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 364,746 | 39,253 | 0.18% | 0.18% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 361,425 | 38,896 | 0.17% | 0.17% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 359,522 | 38,691 | 0.24% | 0.24% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NICOLET BANKSHARES INC | History | No change | 358,958 | 38,626 | 1.23% | 1.23% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lutz Financial Services LLC | History | No change | 357,361 | 38,459 | 2.34% | 2.34% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 340,663 | 36,662 | 1.74% | 1.74% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 336,267 | 36,189 | 0.26% | 0.26% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Garde Capital, Inc. | History | No change | 330,129 | 35,528 | 1.59% | 1.59% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Balentine LLC | History | No change | 329,446 | 35,455 | 1.26% | 1.26% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 317,842 | 34,206 | 3.09% | 3.09% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fort Point Capital Partners LLC | History | No change | 308,130 | 33,160 | 2.3% | 2.3% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 303,437 | 32,655 | 0.33% | 0.33% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 301,535 | 32,451 | 0.77% | 0.77% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 299,860 | 32,270 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 297,276 | 31,992 | 1.89% | 1.89% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 293,191 | 31,553 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WESBANCO BANK INC | History | No change | 291,624 | 31,384 | 0.78% | 0.78% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 284,540 | 30,622 | 0.35% | 0.35% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 281,933 | 30,341 | 2.79% | 2.79% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 281,594 | 30,305 | 1.92% | 1.92% | 131 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 280,643 | 30,202 | 0.35% | 0.35% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASPIRIANT, LLC | History | No change | 280,348 | 30,171 | 0.74% | 0.74% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 277,663 | 29,882 | 3.24% | 3.24% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 276,304 | 29,735 | 0.57% | 0.57% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 275,545 | 29,654 | 5.97% | 5.97% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 273,481 | 29,432 | 2.61% | 2.61% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | History | No change | 268,682 | 28,915 | 0.55% | 0.55% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 261,317 | 28,122 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlatl Advisers LLC | History | No change | 260,812 | 28,068 | 6.66% | 6.66% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ally Invest Advisors Inc. | History | No change | 256,431 | 27,597 | 1.67% | 1.67% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 256,103 | 27,561 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | No change | 256,075 | 27,558 | 2.0% | 2.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 254,378 | 27,376 | 1.31% | 1.31% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Wealth Advisors, LLC | History | No change | 254,110 | 27,347 | 3.02% | 3.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 253,804 | 27,303 | 2.25% | 2.25% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 250,803 | 26,991 | 0.88% | 0.88% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 250,754 | 26,986 | 1.0% | 1.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M&T BANK CORP | History | No change | 246,326 | 26,509 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 245,557 | 26,426 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 244,426 | 26,305 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 241,400 | 25,979 | 0.32% | 0.32% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 253,468 | 25,626 | 0.69% | 0.74% | 153 | +16,427 | 6.93% | Q3 2026 | Oct 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 237,825 | 25,594 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 236,723 | 25,476 | 1.19% | 1.19% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 232,862 | 25,060 | 1.51% | 1.51% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 232,682 | 25,041 | 2.92% | 2.92% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 228,418 | 24,582 | 0.13% | 0.13% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 227,854 | 24,521 | 0.56% | 0.56% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 225,728 | 24,199 | 3.51% | 3.51% | 160 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 223,509 | 24,054 | 0.62% | 0.62% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AE Wealth Management LLC | History | No change | 222,382 | 23,932 | 0.11% | 0.11% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 219,617 | 23,635 | 0.36% | 0.36% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 218,365 | 23,500 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 215,871 | 23,232 | 0.25% | 0.25% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 214,584 | 23,093 | 0.37% | 0.37% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waldron Private Wealth LLC | History | No change | 212,725 | 22,893 | 0.79% | 0.79% | 167 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bernicke Wealth Management, Ltd. | History | No change | 210,540 | 22,658 | 2.63% | 2.63% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 210,114 | 22,612 | 0.34% | 0.34% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 209,187 | 22,512 | 0.35% | 0.35% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Slow Capital, Inc. | History | No change | 205,251 | 22,089 | 2.58% | 2.58% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 202,817 | 21,827 | 4.95% | 4.95% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avior Wealth Management, LLC | History | No change | 199,103 | 21,416 | 0.56% | 0.56% | 173 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 197,324 | 21,236 | 0.15% | 0.15% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 193,485 | 20,822 | 4.66% | 4.66% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apella Capital, LLC | History | No change | 193,569 | 20,758 | 0.29% | 0.29% | 176 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 192,573 | 20,724 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 187,972 | 20,229 | 0.73% | 0.73% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 187,001 | 20,125 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VICUS CAPITAL | History | No change | 183,682 | 19,767 | 1.28% | 1.28% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 181,282 | 19,509 | 0.31% | 0.31% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 180,977 | 19,476 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | No change | 180,303 | 19,404 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 183,286 | 19,327 | 1.14% | 1.14% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Symmetry Partners, LLC | History | No change | 179,029 | 19,267 | 0.98% | 0.98% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Black Diamond Financial, LLC | History | No change | 177,822 | 19,137 | 1.69% | 1.69% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stairway Partners, LLC | History | Reduced | 188,555 | 19,062 | 0.9% | 0.96% | 187 | -190 | -0.1% | Q3 2026 | Oct 01, 2026 |
| Charles Schwab Trust Co | History | No change | 175,484 | 18,885 | 1.05% | 1.05% | 188 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 174,883 | 18,820 | 6.35% | 6.35% | 189 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 175,533 | 18,736 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 171,791 | 18,488 | 1.11% | 1.11% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| World Investment Advisors | History | No change | 171,455 | 18,241 | 0.3% | 0.3% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 164,088 | 18,008 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 167,042 | 17,977 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 165,842 | 17,847 | 1.95% | 1.95% | 195 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 164,242 | 17,675 | 0.44% | 0.44% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 163,753 | 17,623 | 0.17% | 0.17% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMR Wealth Builders | History | No change | 162,583 | 17,497 | 1.09% | 1.09% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 160,212 | 17,242 | 0.2% | 0.2% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keebeck Wealth Management | History | No change | 156,396 | 16,831 | 1.64% | 1.64% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterway Wealth Management, LLC | History | No change | 155,846 | 16,772 | 3.42% | 3.42% | 201 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Zhang Financial LLC | History | No change | 154,233 | 16,598 | 0.48% | 0.48% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 154,148 | 16,589 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 153,000 | 16,465 | 0.96% | 0.96% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 152,797 | 16,444 | 1.99% | 1.99% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 151,402 | 16,293 | 0.89% | 0.89% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PDS Planning, Inc | History | No change | 148,686 | 16,001 | 0.93% | 0.93% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 148,493 | 15,980 | 0.78% | 0.78% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 148,320 | 15,962 | 9.22% | 9.22% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Towercrest Capital Management | History | No change | 144,937 | 15,598 | 2.17% | 2.17% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 144,264 | 15,410 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 142,258 | 15,309 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chesley Taft & Associates LLC | History | No change | 138,943 | 14,953 | 0.58% | 0.58% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 138,490 | 14,904 | 0.18% | 0.18% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 137,613 | 14,809 | 7.55% | 7.55% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ellevest, Inc. | History | No change | 137,354 | 14,770 | 1.74% | 1.74% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alley Investment Management Company, LLC | History | No change | 136,328 | 14,671 | 1.71% | 1.71% | 217 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 135,495 | 14,581 | 1.07% | 1.07% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 135,376 | 14,569 | 4.1% | 4.1% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tyche Wealth Partners LLC | History | No change | 134,608 | 14,486 | 2.03% | 2.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 134,158 | 14,438 | 1.08% | 1.08% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CONNABLE OFFICE INC | History | No change | 133,575 | 14,375 | 1.27% | 1.27% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waterloo Capital, L.P. | History | No change | 133,204 | 14,335 | 0.81% | 0.81% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 132,700 | 14,282 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McNamara Financial Services, Inc. | History | No change | 132,166 | 14,223 | 2.45% | 2.45% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AlTi Global, Inc. | History | No change | 131,321 | 14,132 | 0.29% | 0.29% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brooklyn FI, LLC | History | No change | 132,488 | 14,027 | 2.56% | 2.56% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMG National Trust Bank | History | No change | 129,267 | 13,911 | 0.29% | 0.29% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Single Point Partners, LLC | History | No change | 128,051 | 13,780 | 2.43% | 2.43% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 128,023 | 13,777 | 3.92% | 3.92% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 134,957 | 13,644 | 0.98% | 1.05% | 231 | -1,217 | -0.89% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 125,216 | 13,475 | 0.13% | 0.13% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 123,546 | 13,296 | 10.96% | 10.96% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BIP Wealth, LLC | History | No change | 123,417 | 13,282 | 0.38% | 0.38% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BTC Capital Management, Inc. | History | No change | 123,247 | 13,263 | 0.81% | 0.81% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 123,079 | 13,245 | 1.37% | 1.37% | 236 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 122,784 | 13,214 | 2.21% | 2.21% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 121,234 | 13,047 | 0.16% | 0.16% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 121,124 | 13,035 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 121,071 | 13,029 | 0.14% | 0.14% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 120,842 | 13,005 | 0.12% | 0.12% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 120,144 | 12,929 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 119,145 | 12,822 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Advisors Network LLC | History | No change | 118,874 | 12,793 | 0.59% | 0.59% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 118,220 | 12,722 | 0.43% | 0.43% | 245 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantinno Capital Management LP | History | No change | 117,186 | 12,611 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Portfolios, Inc. | History | No change | 116,918 | 12,582 | 0.91% | 0.91% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 116,781 | 12,567 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 116,329 | 12,519 | 0.13% | 0.13% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 115,617 | 12,442 | 0.72% | 0.72% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rinkey Investments | History | No change | 115,606 | 12,441 | 2.93% | 2.93% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 115,086 | 12,385 | 1.18% | 1.18% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Veery Capital, LLC | History | No change | 113,805 | 12,247 | 3.29% | 3.29% | 253 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 113,453 | 12,209 | 0.15% | 0.15% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 113,268 | 12,189 | 0.35% | 0.35% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Command Advisory Services, Inc. | History | No change | 112,432 | 12,099 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Enterprises, LLC | History | No change | 111,904 | 12,043 | 0.58% | 0.58% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 115,195 | 11,646 | 2.13% | 2.43% | 258 | -4,023 | -3.37% | Q3 2026 | Oct 01, 2026 |
| Summit Financial, LLC | History | No change | 107,650 | 11,585 | 0.13% | 0.13% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 106,890 | 11,503 | 0.6% | 0.6% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 106,878 | 11,502 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| May Hill Capital, LLC | History | No change | 105,020 | 11,302 | 2.36% | 2.36% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Martel Wealth Advisors LLC | History | No change | 104,632 | 11,260 | 1.77% | 1.77% | 263 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Compound Planning, Inc. | History | No change | 104,620 | 11,259 | 0.29% | 0.29% | 264 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthCollab, LLC | History | No change | 104,517 | 11,248 | 4.07% | 4.07% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 103,476 | 11,136 | 1.75% | 1.75% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Elm Partners Management LLC | History | No change | 103,433 | 11,131 | 0.4% | 0.4% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | No change | 103,765 | 10,978 | 0.18% | 0.18% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 103,765 | 10,978 | 0.18% | 0.18% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 100,702 | 10,837 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 100,505 | 10,816 | 0.11% | 0.11% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 100,248 | 10,788 | 0.29% | 0.29% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWA Asset Management Group, LLC | History | No change | 100,214 | 10,785 | 0.33% | 0.33% | 273 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 99,802 | 10,740 | 0.14% | 0.14% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 99,038 | 10,658 | 1.9% | 1.9% | 275 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 97,202 | 10,460 | 4.03% | 4.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Weitzel Financial Services, Inc. | History | No change | 94,866 | 10,191 | 3.47% | 3.47% | 277 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 93,898 | 10,105 | 2.32% | 2.32% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BSW Wealth Partners | History | No change | 92,559 | 9,961 | 1.11% | 1.11% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 92,293 | 9,932 | 1.13% | 1.13% | 280 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Skyline Advisors, Inc. | History | No change | 92,092 | 9,910 | 3.11% | 3.11% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Belpointe Asset Management LLC | History | No change | 91,766 | 9,875 | 0.32% | 0.32% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 91,665 | 9,864 | 0.75% | 0.75% | 283 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 91,385 | 9,834 | 1.24% | 1.24% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alliance Wealth Management Group | History | No change | 91,254 | 9,820 | 1.91% | 1.91% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 91,224 | 9,817 | 0.12% | 0.12% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 90,444 | 9,733 | 3.85% | 3.85% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 90,395 | 9,728 | 0.88% | 0.88% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 90,247 | 9,712 | 1.93% | 1.93% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 90,118 | 9,698 | 0.5% | 0.5% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | No change | 90,082 | 9,694 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 89,065 | 9,585 | 0.51% | 0.51% | 292 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Horiko Capital Management LLC | History | No change | 88,700 | 9,545 | 1.68% | 1.68% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 88,234 | 9,495 | 0.94% | 0.94% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 86,895 | 9,351 | 0.54% | 0.54% | 295 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aspen Wealth Management LLC | History | No change | 85,027 | 9,150 | 1.55% | 1.55% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cascade Financial Partners, LLC | History | No change | 84,856 | 9,132 | 0.79% | 0.79% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 25 LLC | History | No change | 84,806 | 9,126 | 2.5% | 2.5% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orin Green Financial, LLC | History | No change | 84,531 | 9,097 | 3.36% | 3.36% | 299 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BCO Wealth Management LLC | History | No change | 83,192 | 8,953 | 4.88% | 4.88% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |