iSHARES TRUST - QUAL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 19,505,608 | 4,280,115 | 0.19% | 0.19% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 13,335,529 | 2,926,215 | 0.66% | 0.66% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,485,338 | 1,861,937 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 7,762,968 | 1,703,428 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,560,676 | 1,658,976 | 0.39% | 0.39% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,712,458 | 1,253,484 | 0.62% | 0.62% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,901,506 | 1,020,685 | 0.21% | 0.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,856,366 | 846,202 | 0.14% | 0.14% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 3,854,424 | 845,775 | 1.02% | 1.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,552,196 | 779,458 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orgel Wealth Management, LLC | History | No change | 3,358,210 | 736,892 | 13.98% | 13.98% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Facet Wealth, Inc. | History | No change | 3,300,180 | 724,158 | 10.38% | 10.38% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 3,065,701 | 672,706 | 1.97% | 1.97% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | No change | 2,709,961 | 594,646 | 6.23% | 6.23% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,399,340 | 521,352 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,289,743 | 502,438 | 1.65% | 1.65% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 1,889,810 | 414,681 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Haverford Trust Co | History | No change | 1,831,381 | 401,859 | 3.47% | 3.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,794,452 | 393,756 | 5.75% | 5.75% | 19 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,702,675 | 373,617 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,613,234 | 353,991 | 0.19% | 0.19% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,595,432 | 350,086 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,477,108 | 324,121 | 0.33% | 0.33% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,442,737 | 316,579 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,348,338 | 295,865 | 0.29% | 0.29% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wharton Business Group, LLC | History | No change | 1,167,255 | 256,131 | 8.56% | 8.56% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,158,867 | 254,290 | 0.31% | 0.31% | 27 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Jupiter Topco LLC | History | No change | 1,057,016 | 231,944 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 1,046,876 | 229,715 | 4.42% | 4.42% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,008,946 | 221,393 | 0.28% | 0.28% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 998,944 | 219,198 | 0.45% | 0.45% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 978,389 | 214,687 | 0.2% | 0.2% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 975,098 | 213,965 | 7.91% | 7.91% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Foster Group, Inc. | History | No change | 765,906 | 168,062 | 4.47% | 4.47% | 34 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 715,455 | 156,992 | 1.03% | 1.03% | 35 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 674,508 | 148,179 | 0.17% | 0.17% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 653,307 | 143,520 | 0.59% | 0.59% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 627,286 | 137,645 | 0.64% | 0.64% | 38 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 615,670 | 135,096 | 0.75% | 0.75% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Unison Advisors LLC | History | No change | 612,288 | 134,354 | 9.37% | 9.37% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Investment Management, LLC | History | No change | 593,900 | 130,319 | 2.52% | 2.52% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sage Mountain Advisors LLC | History | No change | 575,644 | 126,313 | 7.77% | 7.77% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 563,366 | 123,619 | 1.55% | 1.55% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 552,891 | 121,320 | 1.15% | 1.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 546,042 | 119,818 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 539,969 | 118,485 | 0.87% | 0.87% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 530,640 | 116,495 | 0.34% | 0.34% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 513,557 | 112,689 | 11.25% | 11.25% | 48 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 510,432 | 112,004 | 0.67% | 0.67% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 479,253 | 102,397 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 449,019 | 98,530 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 437,142 | 95,922 | 0.93% | 0.93% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 434,127 | 95,260 | 1.04% | 1.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 419,649 | 92,083 | 0.41% | 0.41% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Valence8 US LP | History | No change | 412,060 | 90,418 | 30.09% | 30.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 465,970 | 89,377 | 3.63% | 3.63% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 407,272 | 89,367 | 1.69% | 1.69% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 401,182 | 88,031 | 0.28% | 0.28% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 398,832 | 87,515 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 376,567 | 82,771 | 0.46% | 0.46% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 370,959 | 81,399 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 358,448 | 78,654 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Obermeyer Wealth Partners | History | No change | 356,383 | 78,201 | 3.2% | 3.2% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 350,939 | 77,006 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 340,792 | 74,780 | 0.27% | 0.27% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SACHEM HILL LLC | History | No change | 339,832 | 74,569 | 13.26% | 13.26% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 332,275 | 72,911 | 0.87% | 0.87% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Link Financial Advisors, LLC | History | No change | 323,641 | 71,016 | 4.11% | 4.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 319,300 | 70,064 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 314,815 | 69,080 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horizon Investments, LLC | History | No change | 311,991 | 68,460 | 0.75% | 0.75% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 310,816 | 68,202 | 12.41% | 12.41% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Qube Research & Technologies Ltd | History | No change | 304,073 | 66,722 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 289,324 | 63,486 | 0.74% | 0.74% | 74 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 288,906 | 63,394 | 3.77% | 3.77% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 284,788 | 62,490 | 0.29% | 0.29% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baron Wealth Management LLC | History | No change | 281,840 | 61,844 | 16.04% | 16.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 279,970 | 61,433 | 0.21% | 0.21% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 277,042 | 60,791 | 5.44% | 5.44% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 275,086 | 60,362 | 1.35% | 1.35% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 253,901 | 55,713 | 0.73% | 0.73% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 248,757 | 54,584 | 0.16% | 0.16% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 248,182 | 54,458 | 1.03% | 1.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 248,182 | 54,458 | 0.9% | 0.9% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kathmere Capital Management, LLC | History | No change | 246,258 | 54,036 | 2.86% | 2.86% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aspen Wealth Management LLC | History | No change | 244,746 | 53,704 | 9.12% | 9.12% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 243,745 | 53,548 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 238,441 | 52,321 | 0.64% | 0.64% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | No change | 238,302 | 52,290 | 0.24% | 0.24% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 235,175 | 51,604 | 0.26% | 0.26% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 232,612 | 51,042 | 0.43% | 0.43% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 231,044 | 50,697 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 221,923 | 48,697 | 0.3% | 0.3% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 220,478 | 48,379 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Group Ltd | History | No change | 215,910 | 47,377 | 9.07% | 9.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MCF Advisors LLC | History | No change | 211,447 | 46,397 | 1.66% | 1.66% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 210,317 | 46,149 | 0.85% | 0.85% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SlateStone Wealth, LLC | History | No change | 206,345 | 45,278 | 3.47% | 3.47% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 204,628 | 44,901 | 0.42% | 0.42% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 203,900 | 44,741 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 202,427 | 44,418 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 201,242 | 44,158 | 0.82% | 0.82% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 192,166 | 42,166 | 3.45% | 3.45% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 191,546 | 42,030 | 0.43% | 0.43% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 191,322 | 41,981 | 0.53% | 0.53% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 190,279 | 41,752 | 2.33% | 2.33% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 185,105 | 40,617 | 0.38% | 0.38% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 181,216 | 39,764 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | No change | 177,723 | 38,997 | 1.27% | 1.27% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CFO4Life Group, LLC | History | No change | 175,888 | 38,595 | 5.2% | 5.2% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 173,173 | 37,999 | 0.23% | 0.23% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MA Private Wealth | History | No change | 173,019 | 37,965 | 5.65% | 5.65% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Symmetry Partners, LLC | History | No change | 172,738 | 37,904 | 1.93% | 1.93% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 171,926 | 37,725 | 5.62% | 5.62% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| US BANCORP \DE\ | History | No change | 170,136 | 37,332 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 168,868 | 37,054 | 4.36% | 4.36% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 166,526 | 36,540 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 165,290 | 36,269 | 3.66% | 3.66% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 182,400 | 34,986 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 157,256 | 34,506 | 4.08% | 4.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 156,054 | 34,242 | 2.68% | 2.68% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Annandale Capital, LLC | History | No change | 155,660 | 34,156 | 4.66% | 4.66% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 154,582 | 33,919 | 12.37% | 12.37% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 153,029 | 33,579 | 0.48% | 0.48% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 151,970 | 33,347 | 1.29% | 1.29% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 150,801 | 33,090 | 0.23% | 0.23% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family Manage LLC | History | No change | 149,085 | 32,713 | 3.36% | 3.36% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 147,265 | 32,314 | 0.24% | 0.24% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 146,502 | 32,146 | 0.49% | 0.49% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 144,536 | 31,715 | 0.22% | 0.22% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 141,795 | 31,114 | 0.31% | 0.31% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 139,887 | 30,693 | 0.24% | 0.24% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 139,525 | 30,604 | 18.44% | 18.44% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 138,778 | 30,452 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heck Capital Advisors, LLC | History | No change | 138,429 | 30,375 | 1.81% | 1.81% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 137,745 | 30,225 | 1.55% | 1.55% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 134,229 | 29,454 | 8.36% | 8.36% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RVW Wealth, LLC | History | No change | 131,903 | 28,943 | 1.91% | 1.91% | 138 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 130,969 | 28,738 | 1.25% | 1.25% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 130,902 | 28,723 | 1.28% | 1.28% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | No change | 130,086 | 28,539 | 0.31% | 0.31% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 128,034 | 28,094 | 20.58% | 20.58% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 125,485 | 27,530 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 124,359 | 27,288 | 0.13% | 0.13% | 144 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 124,053 | 27,221 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Client First Capital LLC | History | No change | 123,309 | 27,057 | 10.77% | 10.77% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Waverly Advisors, LLC | History | No change | 122,910 | 26,970 | 0.16% | 0.16% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 139,989 | 26,854 | 3.35% | 3.35% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 120,139 | 26,362 | 2.24% | 2.24% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Wealth Partners, LLC | History | No change | 118,591 | 26,022 | 3.71% | 3.71% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 118,519 | 26,006 | 0.55% | 0.55% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 118,205 | 25,938 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 117,276 | 25,733 | 2.47% | 2.47% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 115,000 | 25,234 | 3.05% | 3.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Partners Group, Inc | History | No change | 112,092 | 24,596 | 2.5% | 2.5% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCMORGAN & CO LLC | History | No change | 111,785 | 24,529 | 3.69% | 3.69% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 360 Financial, Inc. | History | No change | 111,598 | 24,487 | 6.22% | 6.22% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jefferies Financial Group Inc. | History | No change | 110,372 | 24,218 | 0.16% | 0.16% | 158 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 110,267 | 24,195 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 110,194 | 24,179 | 3.25% | 3.25% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 110,053 | 24,149 | 0.16% | 0.16% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 109,800 | 24,093 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 109,152 | 23,951 | 0.48% | 0.48% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 109,096 | 23,938 | 0.24% | 0.24% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 108,440 | 23,795 | 0.26% | 0.26% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 106,768 | 23,428 | 2.98% | 2.98% | 166 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 106,281 | 23,321 | 5.29% | 5.29% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 105,850 | 23,226 | 3.03% | 3.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 103,930 | 22,805 | 0.19% | 0.19% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 102,338 | 22,456 | 0.25% | 0.25% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 101,261 | 22,219 | 0.11% | 0.11% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 100,803 | 22,119 | 2.03% | 2.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 100,532 | 22,059 | 0.27% | 0.27% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | No change | 99,340 | 21,798 | 0.09% | 0.09% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Blueprint, LLC | History | No change | 98,933 | 21,708 | 1.08% | 1.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AGF MANAGEMENT LTD | History | No change | 98,490 | 21,611 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Weaver Consulting Group | History | No change | 96,291 | 21,129 | 4.33% | 4.33% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 95,782 | 21,017 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRB Wealth Management, LLC | History | No change | 95,651 | 20,988 | 2.79% | 2.79% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | No change | 93,668 | 20,553 | 0.37% | 0.37% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UMB Bank, n.a. | History | No change | 93,041 | 20,415 | 0.26% | 0.26% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 92,649 | 20,329 | 1.45% | 1.45% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 92,491 | 20,295 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 91,967 | 20,180 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 91,877 | 20,160 | 0.42% | 0.42% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 91,638 | 20,108 | 0.23% | 0.23% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 91,621 | 20,104 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Financial Group LLC | History | No change | 90,588 | 19,877 | 5.45% | 5.45% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 90,297 | 19,813 | 2.02% | 2.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Center for Financial Planning, Inc. | History | No change | 89,819 | 19,708 | 1.84% | 1.84% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 87,335 | 19,163 | 0.61% | 0.61% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advus Financial Partners, LLC | History | No change | 84,615 | 18,567 | 5.29% | 5.29% | 192 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 84,337 | 18,506 | 1.06% | 1.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorShares Investments LLC | History | No change | 82,792 | 18,167 | 2.19% | 2.19% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trinity Wealth Management, LLC | History | No change | 82,694 | 18,145 | 5.76% | 5.76% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Well Done, LLC | History | No change | 81,845 | 17,959 | 2.42% | 2.42% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Advisors, LLC | History | No change | 81,119 | 17,800 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MB Generational Wealth, LLC | History | No change | 80,754 | 17,719 | 8.69% | 8.69% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lutz Financial Services LLC | History | No change | 80,645 | 17,695 | 1.08% | 1.08% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J. Mark Nickell & Co. | History | No change | 80,184 | 17,594 | 14.03% | 14.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 79,805 | 17,511 | 0.93% | 0.93% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Journey Advisory Group, LLC | History | No change | 79,363 | 17,414 | 1.33% | 1.33% | 202 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 78,907 | 17,314 | 0.65% | 0.65% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharkey, Howes & Javer | History | No change | 77,801 | 17,071 | 2.06% | 2.06% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 76,840 | 16,861 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Quarterback LLC | History | No change | 75,806 | 16,634 | 5.14% | 5.14% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 74,464 | 16,339 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | No change | 74,877 | 16,303 | 0.23% | 0.23% | 208 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 74,726 | 16,218 | 3.39% | 3.39% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | No change | 73,287 | 16,081 | 0.07% | 0.07% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 72,612 | 15,933 | 3.76% | 3.76% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 72,583 | 15,926 | 2.34% | 2.34% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 72,577 | 15,925 | 0.24% | 0.24% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 72,291 | 15,862 | 6.52% | 6.52% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caprock Group, LLC | History | No change | 70,699 | 15,513 | 0.3% | 0.3% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 70,691 | 15,511 | 2.5% | 2.5% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 70,180 | 15,399 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 69,991 | 15,358 | 0.54% | 0.54% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 67,527 | 14,817 | 0.13% | 0.13% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vident Advisory, LLC | History | No change | 67,153 | 14,735 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 64,896 | 14,240 | 0.11% | 0.11% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 64,522 | 14,157 | 2.18% | 2.18% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 63,933 | 14,028 | 3.98% | 3.98% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keebeck Wealth Management | History | No change | 63,818 | 14,003 | 1.37% | 1.37% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 61,337 | 13,459 | 1.16% | 1.16% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 60,948 | 13,373 | 0.81% | 0.81% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 60,802 | 13,341 | 0.13% | 0.13% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 60,788 | 13,211 | 1.64% | 1.64% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 60,104 | 13,188 | 0.21% | 0.21% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GSG Advisors LLC | History | No change | 59,985 | 13,162 | 2.9% | 2.9% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StrongBox Wealth, LLC | History | No change | 58,556 | 12,848 | 3.66% | 3.66% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 57,843 | 12,692 | 0.78% | 0.78% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sovran Advisors, LLC | History | No change | 57,830 | 12,490 | 0.93% | 0.93% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 56,836 | 12,471 | 1.14% | 1.14% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hughes Financial Services, LLC | History | No change | 56,740 | 12,450 | 1.65% | 1.65% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ERn Financial, LLC | History | No change | 56,629 | 12,426 | 2.06% | 2.06% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 56,568 | 12,412 | 0.14% | 0.14% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 56,546 | 12,407 | 1.37% | 1.37% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 56,015 | 12,291 | 2.0% | 2.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TME FINANCIAL, INC. | History | No change | 55,817 | 12,247 | 7.56% | 7.56% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Balentine LLC | History | No change | 55,711 | 12,224 | 0.43% | 0.43% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 55,610 | 12,202 | 6.9% | 6.9% | 242 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 55,365 | 12,148 | 0.73% | 0.73% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trilogy Capital Inc. | History | No change | 55,269 | 12,127 | 0.47% | 0.47% | 244 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 55,205 | 12,113 | 0.59% | 0.59% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 54,878 | 12,041 | 0.18% | 0.18% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 54,355 | 11,927 | 0.12% | 0.12% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | No change | 54,255 | 11,905 | 0.37% | 0.37% | 248 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Jacobi Capital Management LLC | History | No change | 53,875 | 11,821 | 0.58% | 0.58% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Montecito Bank & Trust | History | Reduced | 53,154 | 11,812 | 1.79% | 1.77% | 250 | -627 | -1.17% | Q3 2026 | Oct 01, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 53,676 | 11,778 | 0.22% | 0.22% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 53,420 | 11,721 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 52,603 | 11,542 | 0.27% | 0.27% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRA Advisory Group | History | No change | 52,400 | 11,498 | 4.17% | 4.17% | 254 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 52,117 | 11,437 | 0.76% | 0.76% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 59,214 | 11,369 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 51,591 | 11,320 | 2.09% | 2.09% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 51,558 | 11,313 | 0.2% | 0.2% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Addison Capital Co | History | No change | 51,478 | 11,295 | 1.85% | 1.85% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 51,391 | 11,295 | 9.94% | 9.94% | 260 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHERN TRUST CORP | History | No change | 51,171 | 11,228 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flagship Private Wealth, LLC | History | No change | 51,134 | 11,220 | 3.97% | 3.97% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 50,622 | 11,108 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 50,304 | 11,038 | 1.33% | 1.33% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 50,222 | 11,020 | 4.5% | 4.5% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 49,769 | 10,920 | 2.1% | 2.1% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 49,724 | 10,907 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 5T Wealth, LLC | History | No change | 49,025 | 10,757 | 4.01% | 4.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 48,200 | 10,576 | 3.01% | 3.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Csenge Advisory Group | History | No change | 47,994 | 10,531 | 0.43% | 0.43% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 47,996 | 10,531 | 1.77% | 1.77% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 47,889 | 10,508 | 0.39% | 0.39% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculati Wealth Management, LLC | History | No change | 47,970 | 10,451 | 3.49% | 3.49% | 273 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SVB WEALTH LLC | History | No change | 47,183 | 10,353 | 0.65% | 0.65% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Legacy Advisory Services, LLC | History | No change | 47,174 | 10,351 | 7.29% | 7.29% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PMG Wealth Management, Inc. | History | No change | 46,796 | 10,268 | 6.35% | 6.35% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 46,603 | 10,226 | 2.94% | 2.94% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 46,504 | 10,204 | 2.66% | 2.66% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BOS Asset Management, LLC | History | No change | 46,419 | 10,185 | 2.36% | 2.36% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 45,966 | 10,086 | 0.83% | 0.83% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 45,755 | 10,040 | 0.36% | 0.36% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 45,737 | 10,036 | 0.91% | 0.91% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nest Investments, LLC | History | No change | 45,332 | 9,947 | 7.56% | 7.56% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 44,958 | 9,865 | 1.79% | 1.79% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 44,935 | 9,860 | 0.21% | 0.21% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Wealth Advisors, LLC | History | No change | 44,858 | 9,843 | 1.09% | 1.09% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 44,442 | 9,751 | 0.25% | 0.25% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneva Partners, LLC | History | No change | 43,631 | 9,573 | 2.55% | 2.55% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frisch Financial Group, Inc. | History | No change | 43,489 | 9,542 | 1.64% | 1.64% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 43,415 | 9,526 | 3.25% | 3.25% | 290 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 43,414 | 9,526 | 0.16% | 0.16% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| West Wealth Group, LLC | History | No change | 43,011 | 9,437 | 1.54% | 1.54% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 42,309 | 9,283 | 1.07% | 1.07% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Enhancement Group LLC | History | No change | 42,270 | 9,275 | 1.11% | 1.11% | 294 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 41,824 | 9,177 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 41,610 | 9,130 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 41,400 | 9,084 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 41,077 | 9,013 | 5.02% | 5.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SteelPeak Wealth, LLC | History | No change | 40,941 | 8,983 | 0.23% | 0.23% | 299 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 40,925 | 8,980 | 0.15% | 0.15% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |