iSHARES TRUST - REET
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | History | No change | 11,787,000 | 325,556 | 1.11% | 1.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,060,064 | 194,998 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,667,766 | 184,163 | 1.95% | 1.95% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | No change | 4,914,523 | 135,739 | 0.4% | 0.4% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 4,800,308 | 132,584 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,861,575 | 131,168 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Polianta Ltd | History | No change | 4,427,000 | 122,273 | 15.12% | 15.12% | 7 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BlackRock, Inc. | History | No change | 4,253,470 | 117,480 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 3,617,325 | 99,910 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,241,966 | 89,543 | 2.93% | 2.93% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,898,249 | 80,049 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 2,597,306 | 71,782 | 0.21% | 0.21% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEPC LLC | History | No change | 2,080,016 | 57,450 | 1.07% | 1.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,842,951 | 50,902 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heritage Investment Group, Inc. | History | No change | 1,748,235 | 48,286 | 6.49% | 6.49% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PDS Planning, Inc | History | No change | 1,642,967 | 45,378 | 2.63% | 2.63% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 1,631,844 | 45,071 | 1.59% | 1.59% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,476,202 | 40,772 | 0.44% | 0.44% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 1,354,131 | 37,401 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 987,582 | 27,278 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 924,675 | 25,544 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 859,567 | 23,741 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 851,372 | 23,514 | 1.15% | 1.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 731,797 | 20,212 | 2.15% | 2.15% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 706,773 | 19,521 | 1.48% | 1.48% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Amundi | History | No change | 700,000 | 19,334 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 687,146 | 18,978 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 680,909 | 18,806 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 679,938 | 18,796 | 2.73% | 2.73% | 29 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 600,310 | 16,580 | 7.13% | 7.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brooklyn FI, LLC | History | No change | 523,222 | 14,857 | 2.72% | 2.72% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BIP Wealth, LLC | History | No change | 520,857 | 14,386 | 0.41% | 0.41% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 520,305 | 14,370 | 3.26% | 3.26% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1832 Asset Management L.P. | History | No change | 509,458 | 14,071 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 508,937 | 14,056 | 0.86% | 0.86% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 462,437 | 12,772 | 1.4% | 1.4% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 449,025 | 12,402 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Freedom Investment Management, Inc. | History | No change | 446,830 | 12,341 | 3.44% | 3.44% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ERn Financial, LLC | History | No change | 439,376 | 12,135 | 2.01% | 2.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 422,626 | 11,672 | 0.72% | 0.72% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 371,703 | 10,266 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 364,913 | 10,078 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterford Advisors, LLC | History | No change | 356,526 | 9,847 | 2.69% | 2.69% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Portfolios, Inc. | History | No change | 354,453 | 9,789 | 0.71% | 0.71% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 344,085 | 9,503 | 0.89% | 0.89% | 45 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 328,005 | 9,059 | 0.31% | 0.31% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Causey Wealth LLC | History | No change | 319,875 | 8,834 | 3.45% | 3.45% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 293,457 | 8,105 | 1.44% | 1.44% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 308,724 | 7,808 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 279,868 | 7,729 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 262,535 | 7,251 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 252,547 | 6,975 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Management One Co., Ltd. | History | No change | 246,000 | 6,794 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 239,851 | 6,624 | 0.75% | 0.75% | 54 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prime Buchholz LLC | History | No change | 235,330 | 6,499 | 2.34% | 2.34% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 210,694 | 5,819 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GP Brinson Investments LLC | History | No change | 208,553 | 5,376 | 2.3% | 2.35% | 57 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| UBS Group AG | History | No change | 192,550 | 5,318 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alhambra Investment Management LLC | History | No change | 183,949 | 5,080 | 2.22% | 2.22% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 169,175 | 4,672 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | No change | 166,482 | 4,598 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 148,174 | 4,163 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 149,854 | 4,138 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 146,636 | 4,050 | 2.5% | 2.5% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 140,841 | 3,890 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BAILARD, INC. | History | No change | 134,876 | 3,725 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XY Planning Network, Inc. | History | No change | 133,840 | 3,696 | 0.46% | 0.46% | 67 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cerity Partners LLC | History | No change | 132,608 | 3,662 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 126,409 | 3,491 | 2.81% | 2.81% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manske Wealth Management | History | No change | 125,725 | 3,472 | 0.86% | 0.86% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greenspring Advisors, LLC | History | No change | 124,777 | 3,446 | 0.19% | 0.19% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 121,697 | 3,361 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emerald Advisors, LLC | History | No change | 120,054 | 3,315 | 0.42% | 0.42% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 119,678 | 3,305 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 118,328 | 3,268 | 0.77% | 0.77% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 120,373 | 3,103 | 0.64% | 0.63% | 76 | +8,915 | 8.0% | Q3 2026 | Oct 05, 2026 |
| Simplicity Wealth,LLC | History | No change | 110,221 | 3,044 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 109,875 | 3,034 | 0.4% | 0.4% | 78 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aurelius Family Office LLC | History | No change | 108,409 | 2,994 | 1.18% | 1.18% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 106,726 | 2,947 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 105,078 | 2,902 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RS CRUM INC. | History | No change | 103,755 | 2,865 | 0.54% | 0.54% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TABLEAUX LLC | History | No change | 101,122 | 2,792 | 1.18% | 1.18% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 100,410 | 2,773 | 0.45% | 0.45% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 100,164 | 2,766 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkos Global Advisors | History | No change | 96,381 | 2,662 | 0.32% | 0.32% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 93,862 | 2,592 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capasso Planning Partners LLC | History | No change | 93,015 | 2,569 | 1.28% | 1.28% | 88 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Callan Family Office, LLC | History | No change | 91,268 | 2,520 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Plan, Inc. | History | No change | 88,787 | 2,452 | 0.23% | 0.23% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 82,625 | 2,282 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Factor Wealth Management LTD | History | No change | 82,104 | 2,267 | 0.34% | 0.34% | 92 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hills Bank & Trust Co | History | No change | 80,238 | 2,216 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 55 North Private Wealth, LLC | History | No change | 77,981 | 2,153 | 0.42% | 0.42% | 94 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 75,821 | 2,094 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Payne Capital Management, LLC | History | No change | 75,826 | 2,094 | 0.56% | 0.56% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 74,354 | 2,053 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 73,009 | 2,016 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 71,611 | 1,977 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 70,851 | 1,956 | 0.21% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 69,123 | 1,909 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 66,951 | 1,849 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 65,800 | 1,817 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 60,541 | 1,698 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 59,623 | 1,646 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 57,591 | 1,615 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 57,101 | 1,577 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| One Capital Management, LLC | History | No change | 61,102 | 1,536 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 54,370 | 1,501 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 53,302 | 1,472 | 0.85% | 0.85% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MB Generational Wealth, LLC | History | No change | 53,093 | 1,466 | 0.72% | 0.72% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 53,070 | 1,465 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Retirement, LLC | History | No change | 53,060 | 1,465 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 52,516 | 1,450 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 50,365 | 1,391 | 0.43% | 0.43% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 47,737 | 1,318 | 0.6% | 0.6% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peirce Capital Management, LLC | History | No change | 45,212 | 1,248 | 0.46% | 0.46% | 117 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 45,074 | 1,244 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 44,658 | 1,233 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 44,597 | 1,231 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 43,620 | 1,204 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apella Capital, LLC | History | No change | 42,490 | 1,194 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 42,841 | 1,183 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 42,558 | 1,175 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 41,673 | 1,151 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Foundation Wealth Management, LLC | History | No change | 41,619 | 1,149 | 0.68% | 0.68% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NICOLET BANKSHARES INC | History | No change | 41,274 | 1,139 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 40,785 | 1,134 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Level Financial Advisors | History | No change | 39,505 | 1,091 | 0.24% | 0.24% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atwater Malick LLC | History | No change | 36,469 | 1,007 | 0.22% | 0.22% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 36,122 | 997 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 35,464 | 979 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 33,974 | 938 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 33,744 | 932 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 33,472 | 924 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 33,175 | 916 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 31,936 | 882 | 0.18% | 0.18% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 31,113 | 859 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 31,043 | 857 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 31,020 | 856 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gryphon Financial Partners LLC | History | No change | 30,807 | 850 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 29,190 | 806 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 28,472 | 786 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 28,426 | 785 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 27,447 | 758 | 0.32% | 0.32% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 27,406 | 756 | 0.48% | 0.48% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeedSafe Financial LLC | History | No change | 26,844 | 741 | 0.53% | 0.53% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 26,033 | 719 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 25,408 | 701 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 25,003 | 690 | 0.34% | 0.34% | 150 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24,521 | 687 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 24,606 | 679 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Symmetry Partners, LLC | History | No change | 24,011 | 663 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harbor Group, Inc. | History | No change | 24,020 | 663 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 23,970 | 662 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foster Group, Inc. | History | No change | 23,965 | 661 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 23,838 | 658 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aegis Wealth Management LLC | History | No change | 23,570 | 651 | 0.31% | 0.31% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 25,764 | 649 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigate Wealth Management, LLC | History | No change | 22,312 | 636 | 0.39% | 0.39% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,051 | 609 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 22,013 | 608 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 21,765 | 601 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 21,750 | 600 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 21,684 | 598 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 20,781 | 573 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 20,470 | 565 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nolet Wealth Management, LLC | History | No change | 20,121 | 555 | 0.31% | 0.31% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Betterment LLC | History | No change | 19,759 | 546 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 19,784 | 546 | 0.13% | 0.13% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 19,534 | 539 | 0.13% | 0.13% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moors & Cabot, Inc. | History | No change | 19,351 | 534 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 19,060 | 526 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 19,060 | 526 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 18,912 | 522 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | No change | 18,876 | 521 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 18,624 | 514 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 18,124 | 500 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,827 | 492 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 17,754 | 490 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avant Financial Advisors LLC | History | No change | 17,702 | 488 | 0.3% | 0.3% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 17,217 | 475 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,162 | 474 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CI INVESTMENTS INC. | History | No change | 16,976 | 468 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 16,873 | 466 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 16,344 | 451 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 16,174 | 446 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 15,505 | 446 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 15,505 | 446 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 16,126 | 445 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,048 | 443 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 16,924 | 425 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 15,157 | 418 | 0.24% | 0.24% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELCH & FORBES LLC | History | No change | 15,127 | 417 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,175 | 391 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,896 | 383 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,700 | 378 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunpointe, LLC | History | No change | 13,390 | 369 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| International Private Wealth Advisors LLC | History | No change | 13,131 | 362 | 0.19% | 0.19% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AIRE ADVISORS, LLC | History | No change | 13,044 | 360 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 12,819 | 354 | 0.23% | 0.23% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aviso Financial Inc. | History | No change | 12,734 | 351 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McLean Asset Management Corp | History | No change | 12,350 | 350 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 12,569 | 347 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,497 | 345 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST INTERSTATE BANK | History | No change | 12,307 | 339 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 12,025 | 332 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 11,891 | 328 | 0.11% | 0.11% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 11,374 | 326 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 11,376 | 314 | 0.08% | 0.08% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Zhang Financial LLC | History | No change | 11,320 | 312 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Abel Hall, LLC | History | No change | 11,234 | 310 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 11,086 | 306 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 11,051 | 305 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ballentine Partners, LLC | History | No change | 11,005 | 303 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASPIRIANT, LLC | History | No change | 10,953 | 302 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 10,944 | 302 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 10,530 | 290 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 9,876 | 272 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 9,693 | 267 | 0.15% | 0.15% | 220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 9,397 | 259 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 9,298 | 256 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rathbones Group PLC | History | No change | 9,285 | 256 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SMART Wealth LLC | History | No change | 9,204 | 254 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 9,000 | 250 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 8,943 | 247 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | No change | 8,863 | 244 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Alpha, LLC | History | No change | 8,503 | 234 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 8,362 | 230 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,304 | 229 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 8,123 | 224 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empower Advisory Group, LLC | History | No change | 8,051 | 222 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 7,869 | 217 | 0.11% | 0.11% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 7,806 | 215 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,671 | 211 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 7,423 | 211 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 7,636 | 210 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 7,524 | 208 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| McMill Wealth Management | History | No change | 7,507 | 207 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tacita Capital Inc | History | No change | 7,456 | 205 | 0.11% | 0.11% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 7,278 | 201 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Planning, Inc. | History | No change | 7,267 | 200 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,190 | 198 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Portfolio Services LLC | History | No change | 6,854 | 189 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,772 | 187 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 6,575 | 181 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,246 | 172 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 6,110 | 168 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASECO LLP | History | No change | 6,097 | 168 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 5,826 | 160 | 0.14% | 0.14% | 250 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Orion Capital Management LLC | History | No change | 5,332 | 147 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 5,222 | 144 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,208 | 143 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,867 | 134 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,800 | 132 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,514 | 124 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sava Infond d.o.o. | History | No change | 4,300 | 118 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Breakwater Investment Management | History | No change | 4,186 | 115 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,734 | 103 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 3,584 | 98 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 3,539 | 97 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,215 | 89 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,089 | 85 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Urban Financial Advisory Corp | History | No change | 2,977 | 82 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,992 | 82 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 2,703 | 74 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 2,625 | 72 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 2,390 | 66 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EFG International AG | History | No change | 2,036 | 56 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,836 | 50 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,805 | 49 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 1,893 | 48 | 0.01% | 0.01% | 272 | -2 | -0.11% | Q3 2026 | Oct 05, 2026 |
| Operose Advisors LLC | History | No change | 1,440 | 39 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,290 | 35 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 1,290 | 35 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,236 | 34 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,203 | 33 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,210 | 33 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,112 | 30 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,055 | 29 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atomic Invest LLC | History | No change | 1,066 | 29 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Axiom Investment Management LLC | History | No change | 1,000 | 27 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 1,004 | 27 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYM FINANCIAL Corp | History | No change | 948 | 26 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Raleigh Capital Management Inc. | History | No change | 951 | 26 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Westfuller Advisors, LLC | History | No change | 872 | 24 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Key Capital Management, INC | History | No change | 872 | 24 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Biltmore Family Office, LLC | History | No change | 850 | 23 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 737 | 20 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 750 | 20 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 700 | 19 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 608 | 16 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 558 | 15 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | No change | 526 | 14 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 420 | 11 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 419 | 11 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 373 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 332 | 9 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Key FInancial Inc | History | No change | 312 | 8 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWE & RUSLING INC | History | No change | 219 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |