iShares U.S. ETF Trust - NEAR
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.
Showing first 300 of
406 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 5,619,600 | 284,688 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,871,460 | 196,128 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,317,434 | 168,061 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,249,759 | 164,632 | 12.06% | 12.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,900,901 | 146,959 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,700,719 | 136,818 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 2,622,657 | 132,863 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bramshill Investments, LLC | History | No change | 2,605,312 | 131,985 | 10.1% | 10.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,374,042 | 120,268 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 1,592,377 | 80,669 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,248,932 | 63,270 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,182,343 | 59,920 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 1,182,187 | 59,889 | 1.35% | 1.35% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 894,861 | 45,333 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 865,349 | 43,839 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 835,366 | 42,319 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 648,483 | 32,852 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 644,912 | 32,671 | 2.53% | 2.53% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 598,998 | 30,345 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weil Company, Inc. | History | No change | 583,651 | 29,567 | 5.21% | 5.21% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 533,561 | 27,030 | 0.31% | 0.31% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 524,353 | 26,571 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 506,861 | 25,677 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 490,400 | 24,843 | 2.0% | 2.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 478,466 | 24,239 | 19.96% | 19.96% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 435,242 | 22,049 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 439,042 | 21,717 | 4.28% | 4.28% | 27 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 416,549 | 21,102 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 388,871 | 19,700 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 382,732 | 19,389 | 0.55% | 0.55% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 373,440 | 18,918 | 0.3% | 0.3% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KWMG, LLC | History | No change | 334,989 | 16,970 | 1.23% | 1.23% | 32 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OPPENHEIMER & CO INC | History | No change | 312,941 | 15,853 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WBH ADVISORY INC | History | No change | 296,264 | 15,008 | 1.01% | 1.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 293,880 | 14,887 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 291,350 | 14,759 | 0.53% | 0.53% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 287,639 | 14,581 | 0.16% | 0.16% | 37 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 283,620 | 14,336 | 0.52% | 0.52% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Timmons Wealth Management, LLC | History | No change | 278,069 | 14,086 | 10.3% | 10.3% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 259,050 | 13,072 | 2.73% | 2.73% | 40 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 256,177 | 12,977 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 235,567 | 11,933 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 224,104 | 11,353 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 215,557 | 10,920 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 198,551 | 10,058 | 1.12% | 1.12% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 193,239 | 9,789 | 0.08% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McAdam, LLC | History | No change | 188,682 | 9,558 | 0.37% | 0.37% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | No change | 186,421 | 9,444 | 1.54% | 1.54% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 182,875 | 9,264 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 181,673 | 9,203 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 180,947 | 9,166 | 2.24% | 2.24% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 180,626 | 9,151 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 172,910 | 8,759 | 6.75% | 6.75% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group LLC | History | No change | 171,037 | 8,664 | 0.98% | 0.98% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Selby Wealth Management, LLC | History | No change | 161,291 | 8,171 | 2.9% | 2.9% | 55 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 159,942 | 8,102 | 0.25% | 0.25% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 159,205 | 8,065 | 1.99% | 1.99% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 158,938 | 8,038 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 156,826 | 7,944 | 6.85% | 6.85% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 156,446 | 7,925 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Baird Financial Group, Inc. | History | No change | 152,361 | 7,718 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 154,765 | 7,699 | 1.91% | 1.91% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 149,420 | 7,569 | 1.0% | 1.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Financial, LLC | History | No change | 147,595 | 7,477 | 0.88% | 0.88% | 64 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 142,216 | 7,174 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 141,314 | 7,158 | 0.22% | 0.22% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 135,515 | 6,865 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 134,240 | 6,777 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 132,370 | 6,705 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 131,104 | 6,641 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 129,740 | 6,572 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 129,603 | 6,565 | 0.19% | 0.19% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 124,459 | 6,305 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 121,545 | 6,157 | 0.93% | 0.93% | 74 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 121,315 | 6,145 | 1.61% | 1.61% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 119,430 | 6,050 | 0.24% | 0.24% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 113,239 | 5,740 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montecito Bank & Trust | History | Added to | 112,608 | 5,614 | 0.85% | 0.85% | 78 | +279 | 0.25% | Q3 2026 | Oct 01, 2026 |
| Mariner, LLC | History | No change | 109,369 | 5,540 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 105,933 | 5,366 | 0.17% | 0.17% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 104,865 | 5,300 | 0.76% | 0.76% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 104,614 | 5,299 | 0.24% | 0.24% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meramec Financial Planners, LLC | History | No change | 103,366 | 5,214 | 1.9% | 1.9% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 101,883 | 5,161 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 101,850 | 5,159 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kure Advisory, LLC | History | No change | 98,616 | 4,995 | 2.37% | 2.37% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 92,394 | 4,680 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 91,470 | 4,633 | 0.45% | 0.45% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | No change | 90,263 | 4,572 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 88,576 | 4,487 | 0.32% | 0.32% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WJ Wealth Management, LLC | History | No change | 87,652 | 4,440 | 1.75% | 1.75% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Financial Network, Inc. | History | No change | 86,697 | 4,392 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Citizens Financial Corp | History | Added to | 86,810 | 4,328 | 1.82% | 1.6% | 93 | +11,367 | 15.07% | Q3 2026 | Oct 02, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 84,905 | 4,301 | 1.24% | 1.24% | 94 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 80,733 | 4,089 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KKM Financial LLC | History | No change | 76,874 | 3,894 | 0.53% | 0.53% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 76,837 | 3,892 | 0.3% | 0.3% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cadia Private Client LLC | History | No change | 73,894 | 3,743 | 2.69% | 2.69% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IRON Financial LLC | History | No change | 73,824 | 3,739 | 1.54% | 1.54% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 73,289 | 3,712 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 72,043 | 3,662 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optivise Advisory Services LLC | History | No change | 72,004 | 3,647 | 1.85% | 1.85% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Realta Investment Advisors | History | No change | 71,087 | 3,601 | 1.12% | 1.12% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Secure Asset Management, LLC | History | No change | 70,035 | 3,547 | 0.5% | 0.5% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 68,830 | 3,486 | 0.53% | 0.53% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LVW Advisors, LLC | History | No change | 66,754 | 3,381 | 0.29% | 0.29% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 64,166 | 3,250 | 0.67% | 0.67% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Investment Partners LLC | History | No change | 63,847 | 3,234 | 0.27% | 0.27% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 63,847 | 3,234 | 0.36% | 0.36% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 63,514 | 3,217 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Prospera Financial Services Inc | History | No change | 62,577 | 3,170 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | No change | 62,084 | 3,145 | 0.1% | 0.1% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 61,259 | 3,103 | 1.39% | 1.39% | 113 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 59,768 | 3,027 | 0.55% | 0.55% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sage Capital Advisors,llc | History | No change | 59,707 | 3,024 | 0.63% | 0.63% | 115 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | No change | 52,596 | 2,664 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hardworking Capital Advisors, LLC | History | No change | 51,673 | 2,617 | 2.14% | 2.14% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Patten Group, Inc. | History | No change | 51,418 | 2,604 | 0.4% | 0.4% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 48,760 | 2,470 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 48,017 | 2,432 | 1.25% | 1.25% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 46,706 | 2,366 | 1.1% | 1.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 46,443 | 2,354 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 44,791 | 2,260 | 0.44% | 0.44% | 123 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrated Advisors Network LLC | History | No change | 44,124 | 2,235 | 0.1% | 0.1% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 43,819 | 2,219 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 43,577 | 2,207 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | No change | 43,300 | 2,193 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 43,069 | 2,181 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Betterment LLC | History | No change | 42,428 | 2,149 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 42,143 | 2,134 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 42,069 | 2,131 | 0.43% | 0.43% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 42,307 | 2,109 | 0.16% | 0.06% | 132 | +27,711 | 189.85% | Q3 2026 | Oct 01, 2026 |
| Unified Investment Management | History | No change | 41,415 | 2,098 | 1.93% | 1.93% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Finhabits Advisors LLC | History | No change | 41,416 | 2,098 | 1.76% | 1.76% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 39,868 | 2,019 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 39,287 | 1,990 | 0.59% | 0.59% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atwater Malick LLC | History | No change | 39,032 | 1,977 | 0.43% | 0.43% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | No change | 37,089 | 1,876 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 36,642 | 1,856 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | No change | 36,103 | 1,829 | 0.73% | 0.73% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Professional Financial Advisors, LLC | History | No change | 35,796 | 1,813 | 0.31% | 0.31% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MEMBERS WEALTH LLC | History | No change | 35,741 | 1,810 | 0.99% | 0.99% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 34,252 | 1,735 | 0.41% | 0.41% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 33,387 | 1,691 | 0.71% | 0.71% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 32,788 | 1,657 | 0.4% | 0.4% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 32,284 | 1,635 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 32,230 | 1,633 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 32,232 | 1,632 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 31,830 | 1,608 | 0.34% | 0.34% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | No change | 31,322 | 1,592 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 31,378 | 1,589 | 1.17% | 1.17% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 31,094 | 1,575 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 30,857 | 1,563 | 0.21% | 0.21% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 30,663 | 1,553 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 30,663 | 1,553 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 30,290 | 1,534 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | No change | 29,960 | 1,517 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPINNAKER TRUST | History | No change | 28,672 | 1,452 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 28,447 | 1,441 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 28,269 | 1,432 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FreeGulliver LLC | History | No change | 27,867 | 1,411 | 0.5% | 0.5% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Joel Adams & Associates, Inc. | History | No change | 27,473 | 1,391 | 0.89% | 0.89% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 27,398 | 1,387 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 27,098 | 1,372 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 26,205 | 1,327 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Claro Advisors Inc. | History | No change | 25,925 | 1,313 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Klingman & Associates, LLC | History | No change | 25,590 | 1,296 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 25,455 | 1,289 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Objective Capital Management, LLC | History | No change | 25,351 | 1,284 | 1.14% | 1.14% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lynch Investment Planning, LLC | History | No change | 25,242 | 1,278 | 0.98% | 0.98% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 24,400 | 1,236 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 24,376 | 1,234 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 23,620 | 1,196 | 0.69% | 0.69% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | No change | 22,989 | 1,164 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 22,950 | 1,162 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aletheian Wealth Advisors LLC | History | No change | 22,844 | 1,157 | 0.49% | 0.49% | 176 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Michels Family Financial, LLC | History | No change | 22,651 | 1,147 | 0.74% | 0.74% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 22,501 | 1,139 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carrera Capital Advisors | History | No change | 22,363 | 1,132 | 0.17% | 0.17% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,273 | 1,129 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 21,997 | 1,114 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 21,509 | 1,090 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Live Oak Private Wealth LLC | History | No change | 21,431 | 1,085 | 0.14% | 0.14% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 21,251 | 1,076 | 0.17% | 0.17% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centurion Wealth Management LLC | History | No change | 21,096 | 1,068 | 0.26% | 0.26% | 185 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Infinity Wealth Counsel, LLC | History | No change | 21,066 | 1,067 | 0.86% | 0.86% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Merit Financial Group, LLC | History | No change | 20,615 | 1,044 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | No change | 20,574 | 1,042 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 20,333 | 1,030 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 20,140 | 1,020 | 0.59% | 0.59% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Corient Private Wealth LP | History | No change | 20,086 | 1,017 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 19,957 | 1,011 | 0.14% | 0.14% | 192 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,642 | 995 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Luken Investment Analytics, LLC | History | No change | 19,480 | 986 | 0.34% | 0.34% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 19,150 | 970 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apex Wealth Management, LLC | History | No change | 18,943 | 959 | 0.59% | 0.59% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,728 | 948 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 18,508 | 937 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Advisory Group, LLC | History | No change | 18,253 | 924 | 0.2% | 0.2% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 18,091 | 916 | 0.21% | 0.21% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOVEM GROUP | History | No change | 17,995 | 911 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 17,791 | 900 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 17,672 | 895 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,645 | 893 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 17,227 | 872 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANE BROTHERS & CO INC | History | No change | 17,070 | 864 | 0.57% | 0.57% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 16,434 | 832 | 0.68% | 0.68% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMERCE BANK | History | No change | 16,277 | 824 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LVZ, Inc. | History | No change | 16,222 | 821 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JGP Wealth Management, LLC | History | No change | 16,038 | 812 | 0.07% | 0.07% | 210 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 15,704 | 795 | 0.43% | 0.43% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 15,527 | 786 | 0.23% | 0.23% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 15,263 | 773 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 15,251 | 772 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 14,738 | 746 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortis Advisors, LLC | History | No change | 14,745 | 746 | 0.35% | 0.35% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 14,628 | 741 | 0.25% | 0.25% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 14,492 | 734 | 0.42% | 0.42% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 14,206 | 719 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Asset Management, LLC | History | No change | 14,135 | 716 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Darrow Company, Inc. | History | No change | 13,975 | 708 | 0.27% | 0.27% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| North Capital, Inc. | History | No change | 13,875 | 702 | 0.53% | 0.53% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keystone Financial Group | History | No change | 13,623 | 690 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crews Bank & Trust | History | No change | 13,400 | 678 | 0.09% | 0.09% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,248 | 671 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Capital Management, Inc. | History | No change | 13,098 | 663 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 12,972 | 657 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 4J Wealth Management LLC | History | No change | 12,900 | 653 | 0.32% | 0.32% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,848 | 650 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 12,817 | 649 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 12,568 | 636 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Guardian Wealth Advisors, LLC | History | No change | 12,573 | 636 | 0.32% | 0.32% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,409 | 628 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 12,321 | 624 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 12,075 | 611 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Syverson Strege & Co | History | No change | 12,075 | 611 | 0.13% | 0.13% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Journey Advisory Group, LLC | History | No change | 11,990 | 607 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 11,819 | 598 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hudock, Inc. | History | No change | 11,403 | 577 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roble, Belko & Company, Inc | History | No change | 11,399 | 577 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 11,070 | 560 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steele Capital Management, Inc. | History | No change | 10,973 | 555 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retireful, LLC | History | No change | 10,930 | 553 | 0.51% | 0.51% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XY Planning Network, Inc. | History | No change | 10,768 | 545 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 10,539 | 533 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Oxinas Partners, LLC | History | No change | 10,419 | 527 | 0.21% | 0.21% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 10,520 | 524 | 0.09% | 0.1% | 247 | -198 | -1.85% | Q3 2026 | Oct 05, 2026 |
| Bison Wealth, LLC | History | No change | 10,373 | 524 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 10,157 | 511 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fiduciary Group, LLC | History | No change | 10,075 | 510 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Detalus Advisors, LLC | History | No change | 10,000 | 506 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 9,866 | 497 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 9,817 | 489 | 0.13% | 0.12% | 253 | +411 | 4.37% | Q3 2026 | Oct 02, 2026 |
| GW&K Investment Management, LLC | History | No change | 9,547 | 484 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,560 | 484 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 9,512 | 481 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 9,437 | 478 | 0.12% | 0.12% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 9,248 | 468 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Values First Advisors, Inc. | History | No change | 9,156 | 463 | 0.21% | 0.21% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valley Financial Group, Inc. | History | No change | 9,064 | 459 | 0.23% | 0.23% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 8,970 | 454 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,918 | 451 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | No change | 8,860 | 448 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 8,854 | 448 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,535 | 432 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smithfield Trust Co | History | No change | 8,471 | 430 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 8,401 | 425 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 8,166 | 413 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Somerset Group LLC | History | No change | 8,153 | 411 | 0.29% | 0.29% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 7,774 | 393 | 0.1% | 0.1% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | No change | 7,491 | 379 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Avestar Capital, LLC | History | No change | 7,416 | 375 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cross Staff Investments Inc | History | No change | 7,394 | 374 | 0.21% | 0.21% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 7,354 | 372 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 7,240 | 366 | 0.12% | 0.12% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kachkovsky & Fisher, Inc. | History | No change | 7,230 | 366 | 0.35% | 0.35% | 276 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,205 | 365 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 7,123 | 360 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jefferies Financial Group Inc. | History | No change | 7,000 | 354 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 6,914 | 350 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HERBST GROUP, LLC | History | No change | 6,855 | 347 | 0.19% | 0.19% | 281 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 6,795 | 344 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waycross Investment Management Co | History | No change | 6,794 | 344 | 0.26% | 0.26% | 283 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 6,786 | 343 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ETF Store, Inc. | History | No change | 6,784 | 343 | 0.29% | 0.29% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intrua Financial, LLC | History | No change | 6,752 | 342 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | No change | 6,741 | 341 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Windsor Capital Management, LLC | History | No change | 6,611 | 334 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Larson Financial Group LLC | History | No change | 6,589 | 333 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 6,550 | 331 | 0.19% | 0.19% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,521 | 330 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 6,421 | 328 | 0.28% | 0.28% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 6,400 | 324 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | No change | 6,419 | 324 | 0.1% | 0.1% | 294 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 6,314 | 319 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 6,241 | 316 | 0.22% | 0.22% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANCE WEALTH, LLC | History | No change | 6,139 | 310 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | No change | 6,080 | 307 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Symmetry Partners, LLC | History | No change | 6,044 | 306 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,976 | 302 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |