iSHARES TRUST - NYF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Reduced | 1,095,918 | 59,075 | 0.2% | 0.23% | 1 | -16,911 | -1.52% | Q2 2026 | Aug 10, 2026 |
| High Probability Advisors, LLC | History | Added to | 956,143 | 51,540 | 5.51% | 5.27% | 2 | +180,940 | 23.34% | Q2 2026 | Jul 13, 2026 |
| MORGAN STANLEY | History | Added to | 927,127 | 49,976 | 0.0% | 0.0% | 3 | +56,363 | 6.47% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 839,727 | 45,265 | 0.0% | 0.0% | 4 | +76,517 | 10.03% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 617,225 | 33,271 | 0.03% | 0.03% | 5 | +37,993 | 6.56% | Q2 2026 | Aug 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 571,010 | 30,780 | 0.44% | 0.48% | 6 | +48,134 | 9.21% | Q2 2026 | Jul 27, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 495,210 | 26,694 | 0.61% | 0.62% | 7 | +34,174 | 7.41% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Added to | 486,133 | 26,204 | 0.0% | 0.0% | 8 | +19,619 | 4.21% | Q2 2026 | Aug 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 366,334 | 19,747 | 1.81% | 1.96% | 9 | +15,563 | 4.44% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 327,700 | 17,664 | 0.01% | 0.01% | 10 | -7,072 | -2.11% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 306,420 | 16,517 | 0.0% | 0.0% | 11 | +57,690 | 23.19% | Q2 2026 | Sep 23, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 305,418 | 16,463 | 2.62% | 2.94% | 12 | -8,642 | -2.75% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 252,292 | 13,601 | 0.0% | 0.0% | 13 | +60,208 | 31.34% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 236,481 | 12,747 | 0.0% | 0.0% | 14 | +31,370 | 15.29% | Q2 2026 | Aug 07, 2026 |
| Klingman & Associates, LLC | History | Reduced | 236,010 | 12,722 | 0.54% | 0.61% | 15 | -3,865 | -1.61% | Q2 2026 | Jul 29, 2026 |
| Composition Wealth, LLC | History | Added to | 233,913 | 12,609 | 0.15% | 0.16% | 16 | +10,794 | 4.84% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | Added to | 227,931 | 12,286 | 0.01% | 0.01% | 17 | +1,724 | 0.76% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 208,830 | 11,256 | 0.01% | 0.01% | 18 | +42,281 | 25.39% | Q2 2026 | Aug 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 174,500 | 9,406 | 0.09% | 0.13% | 19 | -50,426 | -22.42% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | Added to | 167,573 | 9,034 | 0.02% | 0.02% | 20 | +6,250 | 3.87% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 167,032 | 9,004 | 0.06% | 0.06% | 21 | +23,656 | 16.5% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 157,869 | 8,467 | 0.01% | 0.0% | 22 | +130,233 | 471.24% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 144,788 | 7,804 | 0.0% | 0.0% | 23 | +13,503 | 10.29% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 126,216 | 6,803 | 0.01% | 0.01% | 24 | +4,204 | 3.45% | Q2 2026 | Jul 29, 2026 |
| MYECFO, LLC | History | Reduced | 112,730 | 6,076 | 2.29% | 2.66% | 25 | -6,800 | -5.69% | Q2 2026 | Aug 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 109,332 | 5,893 | 0.17% | 0.17% | 26 | +13,721 | 14.35% | Q2 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 107,445 | 5,780 | 0.0% | 0.0% | 27 | +11,171 | 11.6% | Q2 2026 | Aug 14, 2026 |
| Note Advisors, LLC | History | Added to | 100,569 | 5,421 | 2.35% | 2.56% | 28 | +4,224 | 4.38% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 101,965 | 5,416 | 0.0% | 0.0% | 29 | -11,492 | -10.13% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | Added to | 97,930 | 5,278 | 0.35% | 0.33% | 30 | +2,720 | 2.86% | Q2 2026 | Jul 29, 2026 |
| Wedmont Private Capital | History | Added to | 94,537 | 5,070 | 0.14% | 0.1% | 31 | +35,975 | 61.43% | Q2 2026 | Jul 13, 2026 |
| ALTFEST L J & CO INC | History | Added to | 92,584 | 4,990 | 0.48% | 0.36% | 32 | +29,560 | 46.9% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 90,357 | 4,870 | 0.0% | 0.0% | 33 | +65,176 | 258.83% | Q2 2026 | Aug 12, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 90,224 | 4,863 | 1.38% | 1.59% | 34 | -3,856 | -4.1% | Q2 2026 | Aug 10, 2026 |
| BAILARD, INC. | History | Reduced | 84,678 | 4,564 | 0.09% | 0.1% | 35 | -1,293 | -1.5% | Q2 2026 | Jul 30, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 82,875 | 4,467 | 0.4% | 0.46% | 36 | -3,245 | -3.77% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | Added to | 78,868 | 4,251 | 0.01% | 0.01% | 37 | +2,322 | 3.03% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 77,900 | 4,199 | 0.0% | 0.0% | 38 | +10,156 | 14.99% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 75,916 | 4,092 | 0.01% | 0.01% | 39 | +11,414 | 17.7% | Q2 2026 | Aug 19, 2026 |
| UBS Group AG | History | Added to | 70,332 | 3,791 | 0.0% | 0.0% | 40 | +2,555 | 3.77% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 69,201 | 3,730 | 0.0% | 0.0% | 41 | +19,475 | 39.16% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 68,083 | 3,670 | 0.09% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elequin Capital, LP | History | New | 66,671 | 3,593 | 0.11% | — | 43 | +66,671 | New | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 65,476 | 3,529 | 0.01% | 0.01% | 44 | +20,942 | 47.02% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | Added to | 63,637 | 3,430 | 0.0% | 0.0% | 45 | +38,560 | 153.77% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 63,403 | 3,417 | 0.01% | 0.0% | 46 | +32,072 | 102.37% | Q2 2026 | Aug 13, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 62,524 | 3,370 | 0.29% | 0.32% | 47 | +4,779 | 8.28% | Q2 2026 | Aug 04, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 61,526 | 3,316 | 0.36% | 0.52% | 48 | -10,750 | -14.87% | Q2 2026 | Aug 06, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 60,461 | 3,259 | 2.14% | 2.2% | 49 | +3,167 | 5.53% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | Added to | 59,202 | 3,191 | 0.0% | 0.0% | 50 | +12,159 | 25.85% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 58,709 | 3,164 | 0.53% | 0.59% | 51 | -435 | -0.74% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 58,313 | 3,143 | 0.01% | 0.01% | 52 | +1,330 | 2.33% | Q2 2026 | Jul 28, 2026 |
| Magnus Financial Group LLC | History | Added to | 56,735 | 3,058 | 0.22% | 0.22% | 53 | +6,433 | 12.79% | Q2 2026 | Jul 09, 2026 |
| Carnegie Investment Counsel | History | Added to | 56,155 | 3,027 | 0.06% | 0.06% | 54 | +264 | 0.47% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | Added to | 55,942 | 3,015 | 0.0% | 0.0% | 55 | +1,621 | 2.98% | Q2 2026 | Aug 03, 2026 |
| Equita Financial Network, Inc. | History | No change | 49,278 | 2,656 | 0.74% | 0.82% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 49,012 | 2,642 | 0.0% | 0.0% | 57 | +14,044 | 40.16% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Added to | 43,363 | 2,337 | 0.06% | 0.07% | 58 | +721 | 1.69% | Q2 2026 | Aug 04, 2026 |
| N10 WEALTH, LLC | History | New | 42,540 | 2,293 | 0.81% | — | 59 | +42,540 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 41,231 | 2,222 | 0.01% | 0.01% | 60 | -3,692 | -8.22% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Reduced | 40,652 | 2,191 | 0.0% | 0.0% | 61 | -5,990 | -12.84% | Q2 2026 | Aug 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 38,057 | 2,051 | 1.07% | 1.22% | 62 | -753 | -1.94% | Q2 2026 | Jul 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,481 | 1,966 | 0.0% | 0.0% | 63 | -115,446 | -75.99% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 35,889 | 1,934 | 0.0% | 0.0% | 64 | +11,514 | 47.24% | Q2 2026 | Aug 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 35,374 | 1,906 | 0.08% | 0.09% | 65 | +220 | 0.63% | Q2 2026 | Jul 24, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 34,121 | 1,839 | 0.42% | 0.43% | 66 | +1,901 | 5.9% | Q2 2026 | Jul 16, 2026 |
| Perennial Advisors, LLC | History | Added to | 33,450 | 1,803 | 0.28% | 0.27% | 67 | +3,475 | 11.59% | Q2 2026 | Jul 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 32,929 | 1,775 | 0.01% | 0.01% | 68 | +3,030 | 10.13% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 32,786 | 1,767 | 0.0% | 0.0% | 69 | +5,561 | 20.43% | Q2 2026 | Aug 14, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 32,358 | 1,744 | 0.63% | 0.86% | 70 | -5,333 | -14.15% | Q2 2026 | Jul 29, 2026 |
| Level Financial Advisors | History | Reduced | 32,184 | 1,734 | 0.39% | 0.44% | 71 | -616 | -1.88% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 31,812 | 1,715 | 0.0% | 0.0% | 72 | -1,948 | -5.77% | Q2 2026 | Jul 27, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 29,993 | 1,616 | 0.17% | 0.17% | 73 | -28,369 | -48.61% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,696 | 1,599 | 0.0% | 0.0% | 74 | +4,473 | 17.73% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 29,266 | 1,577 | 0.01% | 0.01% | 75 | +19,701 | 205.97% | Q2 2026 | Aug 10, 2026 |
| Indivisible Partners | History | Added to | 28,841 | 1,554 | 0.09% | 0.1% | 76 | +7,728 | 36.6% | Q2 2026 | Aug 04, 2026 |
| Francis Financial, Inc. | History | No change | 28,660 | 1,544 | 0.25% | 0.28% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 27,647 | 1,490 | 0.02% | — | 78 | +27,647 | New | Q2 2026 | Aug 07, 2026 |
| Trust Co | History | Added to | 27,632 | 1,489 | 0.13% | 0.12% | 79 | +3,369 | 13.89% | Q2 2026 | Jul 10, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 27,625 | 1,489 | 0.24% | 0.24% | 80 | +1,922 | 7.48% | Q2 2026 | Jul 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 27,065 | 1,458 | 0.05% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 24,989 | 1,347 | 0.01% | 0.03% | 82 | -20,146 | -44.63% | Q2 2026 | Aug 10, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 24,979 | 1,346 | 0.1% | 0.11% | 83 | +500 | 2.04% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 23,986 | 1,292 | 0.01% | 0.01% | 84 | -7 | -0.03% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | Added to | 23,930 | 1,289 | 0.01% | 0.0% | 85 | +2,086 | 9.55% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 23,768 | 1,281 | 0.01% | 0.01% | 86 | +7,238 | 43.79% | Q2 2026 | Aug 17, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 23,741 | 1,279 | 0.55% | 0.6% | 87 | +188 | 0.8% | Q2 2026 | Jul 07, 2026 |
| Empower Advisory Group, LLC | History | Added to | 23,186 | 1,249 | 0.0% | 0.0% | 88 | +901 | 4.04% | Q2 2026 | Aug 12, 2026 |
| WNY Asset Management, LLC | History | Reduced | 22,421 | 1,208 | 0.11% | 0.14% | 89 | -2,329 | -9.41% | Q2 2026 | Aug 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 21,884 | 1,179 | 0.9% | 1.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA Wealth Investment Management LLC | History | Added to | 21,608 | 1,164 | 0.01% | 0.01% | 91 | +8,674 | 67.06% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 21,351 | 1,150 | 0.03% | — | 92 | +21,351 | New | Q2 2026 | Aug 11, 2026 |
| Members Advisory Group LLC | History | Reduced | 21,312 | 1,148 | 0.32% | 0.39% | 93 | -230 | -1.07% | Q2 2026 | Jul 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 20,703 | 1,115 | 0.09% | 0.07% | 94 | +6,053 | 41.32% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 19,875 | 1,071 | 0.0% | 0.0% | 95 | +4,877 | 32.52% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,062 | 1,059 | 0.02% | 0.02% | 96 | +26 | 0.13% | Q2 2026 | Jul 29, 2026 |
| Layline Advisors, LLC | History | Reduced | 19,640 | 1,058 | 0.95% | 1.21% | 97 | -776 | -3.8% | Q2 2026 | Aug 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 18,150 | 978 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 18,087 | 974 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 16,523 | 890 | 0.12% | 0.16% | 100 | -2,827 | -14.61% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 16,275 | 877 | 0.0% | 0.0% | 101 | +2,435 | 17.59% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 16,075 | 853 | 0.03% | — | 103 | +16,075 | New | Q2 2026 | Jul 09, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 15,831 | 853 | 0.0% | 0.0% | 102 | -71 | -0.45% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 15,445 | 832 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,700 | 792 | 0.0% | 0.0% | 105 | +144 | 0.99% | Q2 2026 | Aug 14, 2026 |
| Hamilton Wealth, LLC | History | Added to | 14,305 | 771 | 0.14% | 0.14% | 106 | +285 | 2.03% | Q2 2026 | Aug 06, 2026 |
| Brio Consultants, LLC | History | Added to | 14,202 | 765 | 0.09% | 0.09% | 107 | +1,072 | 8.16% | Q2 2026 | Aug 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 13,864 | 747 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 13,170 | 709 | 0.01% | 0.01% | 109 | -874 | -6.22% | Q2 2026 | Aug 06, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 13,170 | 709 | 0.26% | 0.3% | 110 | -874 | -6.22% | Q2 2026 | Jul 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 12,976 | 699 | 0.0% | 0.0% | 111 | +1,028 | 8.6% | Q2 2026 | Aug 06, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,304 | 663 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | New | 12,202 | 657 | 0.03% | — | 113 | +12,202 | New | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 12,075 | 650 | 0.01% | — | 114 | +12,075 | New | Q2 2026 | Jul 20, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 11,659 | 628 | 0.21% | 0.18% | 115 | +2,524 | 27.63% | Q2 2026 | Jul 21, 2026 |
| Evanson Financial, LLC | History | New | 11,649 | 627 | 0.03% | — | 116 | +11,649 | New | Q2 2026 | Jul 07, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 11,609 | 625 | 0.11% | 0.11% | 117 | +272 | 2.4% | Q2 2026 | Jul 22, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 11,068 | 596 | 0.18% | 0.13% | 118 | +4,335 | 64.38% | Q2 2026 | Jul 15, 2026 |
| GLR Partners, LLC | History | No change | 11,048 | 595 | 0.28% | 0.32% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | Added to | 10,996 | 592 | 0.01% | 0.01% | 120 | +1,378 | 14.33% | Q2 2026 | Aug 06, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 10,852 | 584 | 0.47% | 0.48% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Added to | 10,681 | 573 | 0.01% | 0.01% | 122 | +49 | 0.46% | Q2 2026 | Jul 08, 2026 |
| Farrell Financial LLC | History | Reduced | 10,602 | 571 | 0.31% | 0.34% | 123 | -120 | -1.12% | Q2 2026 | Jul 10, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 10,493 | 565 | 0.27% | 0.32% | 124 | -398 | -3.65% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,303 | 555 | 0.0% | 0.0% | 125 | +4,182 | 68.32% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 10,272 | 553 | 0.01% | 0.01% | 126 | +97 | 0.95% | Q2 2026 | Jul 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 10,226 | 551 | 0.01% | 0.01% | 128 | +595 | 6.18% | Q2 2026 | Jul 14, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 10,226 | 551 | 0.07% | 0.07% | 127 | +23 | 0.23% | Q2 2026 | Jul 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,199 | 549 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 10,040 | 541 | 0.09% | 0.24% | 130 | -14,968 | -59.85% | Q2 2026 | Jul 17, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 10,000 | 539 | 0.07% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MATAURO, LLC | History | Added to | 9,891 | 533 | 0.07% | 0.05% | 132 | +2,972 | 42.95% | Q2 2026 | Jul 21, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 9,876 | 532 | 0.07% | 0.04% | 134 | +4,507 | 83.94% | Q2 2026 | Jul 23, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 9,873 | 532 | 0.11% | 0.07% | 133 | +3,722 | 60.51% | Q2 2026 | Jul 20, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 9,787 | 527 | 0.41% | 0.45% | 135 | +108 | 1.12% | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | New | 9,632 | 519 | 0.0% | — | 136 | +9,632 | New | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 9,572 | 515 | 0.02% | 0.02% | 137 | +335 | 3.63% | Q2 2026 | Jul 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 9,066 | 488 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUTCH ASSET Corp | History | No change | 8,950 | 482 | 0.24% | 0.32% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Wealth Network Inc. | History | Added to | 8,853 | 477 | 0.12% | 0.14% | 140 | +4 | 0.05% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,761 | 472 | 0.0% | 0.01% | 141 | -45 | -0.51% | Q2 2026 | Aug 11, 2026 |
| 21 West Wealth Management LLC | History | No change | 8,472 | 456 | 0.39% | 0.42% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PFG Investments, LLC | History | Added to | 8,364 | 450 | 0.02% | 0.01% | 143 | +3,130 | 59.8% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | New | 8,234 | 443 | 0.0% | — | 144 | +8,234 | New | Q2 2026 | Aug 13, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 8,121 | 437 | 0.01% | 0.03% | 145 | -8,535 | -51.24% | Q2 2026 | Jul 31, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 8,117 | 437 | 0.03% | 0.01% | 146 | +4,292 | 112.21% | Q2 2026 | Aug 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 7,811 | 421 | 0.02% | 0.02% | 147 | +2,054 | 35.68% | Q2 2026 | Jul 16, 2026 |
| Compass Planning Associates Inc | History | No change | 7,541 | 406 | 0.22% | 0.26% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 7,430 | 399 | 0.06% | 0.06% | 149 | +58 | 0.79% | Q2 2026 | Jul 06, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 7,338 | 395 | 0.09% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 7,290 | 392 | 0.02% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 7,226 | 389 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 7,179 | 386 | 0.03% | 0.03% | 153 | +800 | 12.54% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,136 | 384 | 0.0% | 0.0% | 154 | +5,645 | 378.6% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 7,011 | 377 | 0.01% | 0.01% | 155 | +711 | 11.29% | Q2 2026 | Aug 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 6,828 | 368 | 0.01% | 0.01% | 156 | +9 | 0.13% | Q2 2026 | Aug 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 6,793 | 366 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 6,621 | 356 | 0.13% | 0.18% | 158 | -1,217 | -15.53% | Q2 2026 | Jul 16, 2026 |
| Trivium Point Advisory, LLC | History | New | 6,572 | 354 | 0.03% | — | 159 | +6,572 | New | Q2 2026 | Aug 06, 2026 |
| LVW Advisors, LLC | History | No change | 6,369 | 343 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 6,293 | 339 | 0.03% | 0.03% | 161 | +176 | 2.88% | Q2 2026 | Aug 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 6,149 | 331 | 0.02% | 0.02% | 162 | +49 | 0.8% | Q2 2026 | Jul 13, 2026 |
| CNB Bank | History | No change | 6,139 | 330 | 0.13% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 5,830 | 314 | 0.05% | 0.05% | 164 | +756 | 14.9% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,803 | 312 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANANDAIGUA NATIONAL CORP | History | No change | 5,800 | 308 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 5,724 | 308 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 5,640 | 304 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 5,255 | 283 | 0.0% | 0.0% | 169 | +176 | 3.47% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,107 | 275 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 5,075 | 273 | 0.23% | 0.28% | 171 | -200 | -3.79% | Q2 2026 | Jul 31, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 4,760 | 256 | 0.19% | 0.2% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XY Planning Network, Inc. | History | New | 4,650 | 250 | 0.03% | — | 173 | +4,650 | New | Q2 2026 | Jul 14, 2026 |
| Evanson Asset Management, LLC | History | No change | 4,696 | 249 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Dakota Wealth Management | History | Reduced | 4,555 | 245 | 0.0% | 0.01% | 175 | -3,720 | -44.95% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | New | 4,500 | 242 | 0.0% | — | 177 | +4,500 | New | Q2 2026 | Aug 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 4,500 | 242 | 0.01% | 0.01% | 176 | +400 | 9.76% | Q2 2026 | Jul 08, 2026 |
| Principle Wealth Partners LLC | History | No change | 4,467 | 240 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 4,406 | 237 | 0.01% | 0.01% | 179 | -665 | -13.11% | Q2 2026 | Jul 21, 2026 |
| Graney & King, LLC | History | Reduced | 4,398 | 237 | 0.09% | 0.13% | 180 | -91 | -2.03% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 4,385 | 236 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,353 | 235 | 0.0% | 0.0% | 182 | +168 | 4.01% | Q2 2026 | Jul 20, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 4,334 | 233 | 0.02% | 0.05% | 183 | -3,144 | -42.04% | Q2 2026 | Aug 14, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 4,317 | 232 | 0.11% | 0.17% | 184 | -1,441 | -25.03% | Q2 2026 | Jul 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,244 | 228 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,211 | 226 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brookwood Investment Group LLC | History | No change | 4,141 | 223 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Olde Wealth Management, LLC | History | No change | 4,091 | 220 | 0.06% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 4,000 | 215 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Affirmative Financial Network | History | No change | 4,046 | 214 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Added to | 3,960 | 213 | 0.01% | 0.01% | 191 | +10 | 0.25% | Q2 2026 | Jul 28, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 3,846 | 207 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 3,800 | 204 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,684 | 145 | 0.01% | 0.01% | 194 | -629 | -18.99% | Q2 2026 | Aug 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 2,369 | 127 | 0.01% | 0.01% | 195 | +605 | 34.3% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,227 | 120 | 0.01% | 0.01% | 196 | +1 | 0.04% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,018 | 108 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,865 | 100 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 1,712 | 92 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthShield Partners, LLC | History | No change | 1,677 | 90 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,476 | 79 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,216 | 65 | 0.0% | 0.0% | 202 | -509 | -29.51% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 1,199 | 63 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 905 | 48 | 0.0% | 0.0% | 204 | -1,587 | -63.68% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 750 | 40 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 547 | 29 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 354 | 19 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,673 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,306 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -23,700 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,656 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,144 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,300 | -100.0% | Q2 2026 | Jul 27, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,250 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,932 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,270 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Astra Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,751 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,742 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,557 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Amplius Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,350 | -100.0% | Q2 2026 | Jul 17, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.15% | — | -3,917 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hamrick Investment Counsel, llc | History | Closed out | 0 | 0 | — | 0.08% | — | -2,800 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,110 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |