iSHARES TRUST - QLTA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Composition Wealth, LLC | History | No change | 2,676,208 | 127,173 | 1.49% | 1.49% | 1 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,750,000 | 83,160 | 0.28% | 0.28% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 1,258,329 | 59,795 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,032,285 | 49,054 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 780,865 | 37,107 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 646,806 | 30,736 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 618,752 | 29,403 | 11.72% | 11.72% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 535,554 | 25,449 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 523,448 | 24,874 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 513,062 | 24,380 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 488,447 | 23,210 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 485,986 | 23,098 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 484,966 | 23,045 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 444,521 | 21,123 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parcion Private Wealth LLC | History | No change | 425,835 | 20,235 | 1.12% | 1.12% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 390,564 | 18,653 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 328,051 | 15,588 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 283,943 | 13,492 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 276,488 | 13,205 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Asset Management, LLC | History | No change | 226,700 | 10,772 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fonville Wealth Management LLC | History | No change | 222,960 | 10,595 | 1.73% | 1.73% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 216,791 | 10,301 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | No change | 213,160 | 10,129 | 3.57% | 3.57% | 23 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 180,540 | 8,579 | 3.85% | 3.85% | 24 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 176,786 | 8,401 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heck Capital Advisors, LLC | History | No change | 165,932 | 7,885 | 0.47% | 0.47% | 26 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 158,695 | 7,541 | 1.82% | 1.82% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 156,377 | 7,431 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 145,803 | 6,928 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 111,282 | 5,288 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WRAPMANAGER INC | History | No change | 111,141 | 5,281 | 1.65% | 1.65% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Procyon Advisors, LLC | History | No change | 99,944 | 4,749 | 0.2% | 0.2% | 32 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 97,860 | 4,650 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 97,827 | 4,648 | 0.59% | 0.59% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 97,447 | 4,630 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Climber Capital SA | History | No change | 117,982 | 4,433 | 2.71% | 2.71% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 91,019 | 4,325 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 83,588 | 3,972 | 0.78% | 0.78% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 82,709 | 3,930 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 82,052 | 3,899 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 80,355 | 3,818 | 0.25% | 0.25% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 80,074 | 3,805 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centennial Bank/AR/ | History | No change | 78,573 | 3,733 | 1.2% | 1.2% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 76,184 | 3,620 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 73,661 | 3,417 | 1.84% | 1.84% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 71,389 | 3,392 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 68,872 | 3,272 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Catalyst Investment Management LLC | History | No change | 66,896 | 3,178 | 2.88% | 2.88% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 65,629 | 3,119 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 64,170 | 3,017 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 63,312 | 3,008 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 61,017 | 2,899 | 1.34% | 1.34% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 59,976 | 2,850 | 0.28% | 0.28% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 59,840 | 2,843 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 57,019 | 2,709 | 1.67% | 1.67% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthRock Partners, LLC | History | No change | 54,782 | 2,603 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHUTTLEWORTH & Co | History | No change | 54,546 | 2,592 | 2.07% | 2.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 52,530 | 2,496 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 51,993 | 2,470 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 51,381 | 2,441 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | No change | 47,684 | 2,222 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 47,684 | 2,222 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ESL Trust Services, LLC | History | No change | 45,871 | 2,179 | 0.37% | 0.37% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 38,474 | 1,834 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RKL Wealth Management LLC | History | No change | 34,880 | 1,657 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 34,134 | 1,622 | 0.86% | 0.86% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 34,674 | 1,621 | 0.98% | 0.98% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 26,248 | 1,247 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BDFS Capital LLC | History | No change | 26,233 | 1,246 | 0.54% | 0.54% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HANOVER ADVISORS INC | History | No change | 25,957 | 1,233 | 0.44% | 0.44% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 25,235 | 1,199 | 0.43% | 0.43% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 23,936 | 1,137 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 23,232 | 1,103 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 23,044 | 1,095 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 22,690 | 1,078 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 21,530 | 1,023 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 21,092 | 1,002 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 20,559 | 976 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Detalus Advisors, LLC | History | No change | 19,692 | 935 | 0.18% | 0.18% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,512 | 927 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CreativeOne Wealth, LLC | History | No change | 18,965 | 901 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 18,445 | 876 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 18,384 | 873 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 18,095 | 859 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 17,803 | 845 | 0.27% | 0.27% | 85 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Compound Planning, Inc. | History | No change | 17,777 | 844 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kelly Financial Services LLC | History | No change | 17,536 | 833 | 0.18% | 0.18% | 87 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | No change | 17,264 | 820 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 16,350 | 776 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sunflower Bank, N.A. | History | No change | 15,900 | 755 | 0.18% | 0.18% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,015 | 713 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 13,847 | 658 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,520 | 642 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,887 | 612 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 12,842 | 610 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Assets Advisory, LLC | History | No change | 12,536 | 592 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Montecito Bank & Trust | History | Reduced | 12,804 | 576 | 0.09% | 0.09% | 97 | -73 | -0.57% | Q3 2026 | Oct 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 10,899 | 518 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,703 | 508 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 10,490 | 498 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 10,397 | 494 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 10,185 | 483 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 10,045 | 477 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shelter Mutual Insurance Co | History | No change | 10,000 | 475 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Two West Capital Advisors LLC | History | No change | 9,860 | 461 | 0.23% | 0.23% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMG National Trust Bank | History | No change | 9,350 | 444 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 8,786 | 417 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 8,628 | 410 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 8,622 | 409 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 7,997 | 380 | 0.86% | 0.86% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 7,975 | 378 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | No change | 7,688 | 365 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pacific Wealth Management | History | No change | 7,499 | 356 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Colonial Trust Co / SC | History | No change | 7,276 | 345 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,244 | 344 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 7,212 | 342 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Meadow Creek Wealth Advisors LLC | History | No change | 6,807 | 323 | 0.2% | 0.2% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 6,642 | 316 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weaver Consulting Group | History | No change | 6,417 | 304 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,204 | 294 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 5,743 | 272 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,371 | 255 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,347 | 254 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 5,290 | 251 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 5,174 | 245 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 5,125 | 243 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 5,075 | 240 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,008 | 238 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | No change | 5,012 | 238 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RED REEF ADVISORS LLC | History | No change | 4,894 | 232 | 0.21% | 0.21% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,831 | 229 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,808 | 228 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 4,737 | 225 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,742 | 225 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Argyle Capital Partners, LLC | History | No change | 4,653 | 221 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | No change | 4,624 | 219 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 4,604 | 218 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,095 | 194 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 67,859 | 168 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 3,301 | 156 | 1.11% | 1.11% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,297 | 156 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,301 | 156 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,964 | 140 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 2,944 | 139 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,431 | 115 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,157 | 102 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2,096 | 99 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 2,082 | 98 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,990 | 94 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,928 | 91 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 1,308 | 62 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bogart Wealth, LLC | History | No change | 1,250 | 59 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthShield Partners, LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 972 | 46 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PALLADIEM, LLC | History | No change | 720 | 34 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 736 | 34 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 699 | 33 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 715 | 33 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 707 | 33 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 567 | 26 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 475 | 22 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 435 | 20 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 328 | 15 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mascoma Wealth Management LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 253 | 12 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 128 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 129 | 6 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 64 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 80 | 3 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 48 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Imprint Wealth LLC | History | No change | 44 | 2 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 15 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 23 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |