iSHARES TRUST - REZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 496,441 | 47,007 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 477,843 | 45,246 | 10.23% | 10.23% | 2 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 299,314 | 28,341 | 0.5% | 0.5% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 240,874 | 22,808 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 208,847 | 20,364 | 2.56% | 2.56% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aprio Wealth Management, LLC | History | No change | 190,724 | 18,059 | 0.89% | 0.89% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 167,046 | 15,817 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 161,436 | 15,286 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 158,504 | 15,008 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | No change | 147,066 | 13,925 | 3.09% | 3.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 143,866 | 13,622 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 125,647 | 11,897 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 120,288 | 11,389 | 3.2% | 3.2% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 98,424 | 9,319 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 77,357 | 7,329 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan Group Financial, LLC | History | No change | 74,274 | 7,032 | 1.45% | 1.45% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 73,360 | 6,946 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 72,683 | 6,882 | 1.05% | 1.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 62,370 | 5,905 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 62,096 | 5,879 | 1.74% | 1.74% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fonville Wealth Management LLC | History | No change | 56,083 | 5,310 | 0.87% | 0.87% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 52,165 | 4,939 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kure Advisory, LLC | History | No change | 48,828 | 4,623 | 2.19% | 2.19% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 48,533 | 4,595 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 44,699 | 4,264 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 42,293 | 4,004 | 0.52% | 0.52% | 26 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 40,712 | 3,855 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winter & Associates, Inc. | History | No change | 39,799 | 3,768 | 2.83% | 2.83% | 28 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 38,501 | 3,645 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 37,995 | 3,597 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 34,367 | 3,254 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 33,144 | 3,138 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 28,990 | 2,745 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 27,231 | 2,578 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 26,077 | 2,469 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 25,366 | 2,401 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 25,259 | 2,391 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 25,095 | 2,376 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | No change | 24,150 | 2,286 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Management, Inc. | History | No change | 23,904 | 2,263 | 1.86% | 1.86% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Probability Advisors, LLC | History | No change | 23,102 | 2,187 | 0.23% | 0.23% | 41 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 22,710 | 2,150 | 0.89% | 0.89% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 22,513 | 2,131 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sincerus Advisory, LLC | History | No change | 18,764 | 1,776 | 1.21% | 1.21% | 44 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 17,065 | 1,615 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| M Wealth Management, LLC | History | No change | 16,842 | 1,594 | 1.25% | 1.25% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Wealth Map LLC | History | No change | 15,932 | 1,577 | 0.72% | 0.72% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LongView Wealth Management | History | No change | 16,532 | 1,565 | 0.4% | 0.4% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 16,340 | 1,547 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 15,367 | 1,455 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valtrion Capital Management, LLC | History | No change | 15,262 | 1,445 | 1.08% | 1.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 14,763 | 1,397 | 0.61% | 0.61% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 14,491 | 1,372 | 0.41% | 0.41% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 14,440 | 1,367 | 0.62% | 0.62% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kendall Capital Management | History | No change | 14,300 | 1,354 | 0.23% | 0.23% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Burns Matteson Capital Management, LLC | History | No change | 14,249 | 1,349 | 0.42% | 0.42% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Management, Inc. | History | No change | 13,686 | 1,295 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 13,622 | 1,290 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,918 | 1,223 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 12,559 | 1,110 | 0.03% | 0.04% | 60 | -972 | -7.18% | Q3 2026 | Oct 02, 2026 |
| BROWN ADVISORY INC | History | No change | 11,249 | 1,065 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,043 | 1,045 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steelhead Wealth Management LLC | History | No change | 10,127 | 958 | 0.39% | 0.39% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,921 | 939 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 9,809 | 928 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 9,725 | 920 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 9,438 | 893 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 9,259 | 876 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,106 | 862 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 8,500 | 804 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 8,356 | 791 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 8,061 | 763 | 0.23% | 0.23% | 72 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AE Wealth Management LLC | History | No change | 7,770 | 735 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,499 | 713 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 7,233 | 684 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 6,905 | 654 | 0.43% | 0.43% | 76 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Courage Miller Partners, LLC | History | No change | 6,289 | 595 | 0.16% | 0.16% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beta Wealth Group, Inc. | History | No change | 6,245 | 591 | 0.22% | 0.22% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Financial Advisors, LLC | History | No change | 6,167 | 583 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,146 | 582 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 6,257 | 547 | 0.33% | 0.33% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,750 | 544 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 5,550 | 525 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 5,466 | 517 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,076 | 482 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McAdam, LLC | History | No change | 4,955 | 469 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 4,724 | 447 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,691 | 444 | 0.17% | 0.17% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,681 | 443 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 4,610 | 436 | 0.13% | 0.13% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,544 | 430 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,318 | 408 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLP Wealth Management, LLC | History | No change | 4,015 | 380 | 0.68% | 0.68% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Disciplined Investments, LLC | History | No change | 3,583 | 339 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 3,541 | 335 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,456 | 327 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | No change | 3,430 | 324 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 3,397 | 321 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Boltwood Capital Management | History | No change | 3,600 | 318 | 0.07% | 0.08% | 99 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 3,209 | 303 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTRAL TRUST Co | History | No change | 3,179 | 301 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 3,128 | 296 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Go Invest LLC | History | No change | 3,088 | 292 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 3,040 | 287 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,950 | 279 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,838 | 269 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,768 | 262 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 2,739 | 259 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 2,715 | 257 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 2,715 | 257 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lynx Investment Advisory | History | No change | 2,689 | 254 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RDA Financial Network | History | No change | 2,582 | 244 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CHOREO, LLC | History | No change | 2,559 | 242 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 2,535 | 240 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 2,455 | 232 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,371 | 224 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,329 | 220 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,309 | 218 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,243 | 212 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JB Capital LLC | History | No change | 2,205 | 208 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,123 | 201 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,907 | 180 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 1,877 | 177 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,654 | 156 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,572 | 148 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,547 | 146 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,536 | 145 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,200 | 113 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RED REEF ADVISORS LLC | History | No change | 1,175 | 111 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,053 | 99 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,047 | 98 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Group, LTD | History | No change | 1,023 | 96 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | No change | 504 | 47 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 365 | 34 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fairscale Capital, LLC | History | No change | 339 | 32 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Monetary Solutions, Ltd | History | No change | 315 | 29 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 287 | 28 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 298 | 28 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 235 | 22 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 234 | 22 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 240 | 22 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mosley Wealth Management | History | No change | 223 | 21 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Purpose Unlimited Inc. | History | No change | 209 | 20 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 153 | 14 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 139 | 13 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 133 | 12 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robinswood Financial LLC | History | No change | 117 | 11 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 116 | 10 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 101 | 9 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Realta Investment Advisors | History | No change | 69 | 6 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 56 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 56 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Investors Research Corp | History | No change | 57 | 5 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strategic Advocates LLC | History | No change | 61 | 5 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 56 | 5 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 34 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dunhill Financial, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 29 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 13 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Parallel Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JDM Financial Group LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |