iSHARES TRUST - SCZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 53,299,660 | 4,379,131 | 1.75% | 1.75% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,107,864 | 1,160,653 | 1.31% | 1.31% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 9,651,143 | 795,254 | 5.31% | 5.31% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,322,889 | 520,184 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 5,321,287 | 437,782 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,508,820 | 370,940 | 1.28% | 1.28% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 3,880,423 | 319,242 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 3,798,676 | 312,517 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 3,702,826 | 304,631 | 1.04% | 1.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,987,961 | 245,819 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 2,276,111 | 187,255 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,958,678 | 161,140 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creekmur Asset Management LLC | History | No change | 1,614 | 132,750 | 6.42% | 6.42% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,534,940 | 126,279 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,361,748 | 112,031 | 2.1% | 2.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,302,991 | 107,197 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 1,274,009 | 104,812 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,189,371 | 97,849 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,070,547 | 88,073 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 963,893 | 79,299 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 940,672 | 77,389 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 878,997 | 72,315 | 1.61% | 1.61% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modera Wealth Management, LLC | History | No change | 878,343 | 72,261 | 0.77% | 0.77% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 724,156 | 59,576 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 718,382 | 59,101 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 611,475 | 50,306 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 601,647 | 49,497 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 559,265 | 46,010 | 0.77% | 0.77% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 554,806 | 45,603 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Advisory Corp | History | No change | 550,184 | 45,263 | 6.0% | 6.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 530,040 | 43,606 | 0.32% | 0.32% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 501,946 | 41,295 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 470,951 | 38,745 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 451,566 | 37,150 | 0.7% | 0.7% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 424,121 | 34,892 | 0.66% | 0.66% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Plancorp, LLC | History | No change | 394,801 | 32,571 | 0.79% | 0.79% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 392,688 | 32,306 | 1.33% | 1.33% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 388,759 | 31,983 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pathstone Holdings, LLC | History | No change | 386,423 | 31,791 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 383,693 | 31,566 | 0.12% | 0.12% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 372,190 | 31,164 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 369,979 | 30,438 | 1.32% | 1.32% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 354,448 | 29,161 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 343,768 | 28,567 | 8.28% | 8.28% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arvest Bank Trust Division | History | No change | 310,319 | 25,529 | 1.24% | 1.24% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 307,098 | 25,264 | 6.69% | 6.69% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | No change | 304,597 | 25,059 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 298,877 | 24,588 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| St. Louis Trust Co | History | No change | 9,680 | 24,555 | 2.8% | 2.8% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pure Financial Advisors, LLC | History | No change | 295,814 | 24,336 | 0.31% | 0.31% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 293,676 | 24,160 | 0.3% | 0.3% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ballentine Partners, LLC | History | No change | 288,781 | 23,758 | 0.29% | 0.29% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 263,593 | 21,685 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 261,333 | 21,499 | 0.32% | 0.32% | 54 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 251,342 | 20,677 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 241,190 | 19,842 | 0.86% | 0.86% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 239,967 | 19,742 | 2.1% | 2.1% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 234,532 | 19,294 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 225,707 | 18,554 | 1.16% | 1.16% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 218,025 | 17,936 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 208,440 | 17,164 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 201,948 | 16,614 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 198,886 | 16,362 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 196,911 | 16,199 | 0.96% | 0.96% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 175,462 | 14,435 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Range Advisory, LLC | History | No change | 172,369 | 14,180 | 1.69% | 1.69% | 66 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wealth Architects, LLC | History | No change | 171,066 | 14,073 | 1.11% | 1.11% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 169,510 | 13,945 | 1.52% | 1.52% | 68 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Curi Capital, LLC | History | No change | 168,288 | 13,844 | 0.21% | 0.21% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 164,067 | 13,497 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 162,894 | 13,401 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 162,285 | 13,351 | 0.6% | 0.6% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 161,488 | 13,285 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Klingman & Associates, LLC | History | No change | 155,240 | 12,771 | 0.54% | 0.54% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Shoker Investment Counsel, Inc. | History | No change | 147,709 | 12,152 | 3.05% | 3.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 143,478 | 11,803 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Omega Financial Group, LLC | History | No change | 142,432 | 11,717 | 3.57% | 3.57% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 142,085 | 11,689 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 140,031 | 11,520 | 0.26% | 0.26% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 139,628 | 11,487 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Stewardship, LLC | History | No change | 137,157 | 11,283 | 4.65% | 4.65% | 81 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 136,727 | 11,248 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 134,949 | 11,102 | 2.45% | 2.45% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 133,683 | 10,995 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DORVAL Corp | History | No change | 131,697 | 10,834 | 3.12% | 3.12% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Frontier Asset Management, LLC | History | No change | 131,519 | 10,820 | 1.94% | 1.94% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 127,823 | 10,516 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESCAP Management Group, Inc. | History | No change | 127,477 | 10,487 | 1.96% | 1.96% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | No change | 122,742 | 10,097 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 121,299 | 9,995 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fonville Wealth Management LLC | History | No change | 118,451 | 9,744 | 1.59% | 1.59% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M&T BANK CORP | History | No change | 118,277 | 9,730 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DRW Securities, LLC | History | No change | 117,097 | 9,633 | 0.23% | 0.23% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 115,123 | 9,471 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Charles Schwab Trust Co | History | No change | 113,154 | 9,309 | 0.52% | 0.52% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 111,756 | 9,194 | 2.25% | 2.25% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 111,022 | 9,133 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 107,225 | 8,821 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SACHEM HILL LLC | History | No change | 106,770 | 8,784 | 1.56% | 1.56% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 106,672 | 8,775 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 106,188 | 8,736 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 105,074 | 8,644 | 0.42% | 0.42% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 102,065 | 8,511 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brooklyn FI, LLC | History | No change | 102,259 | 8,489 | 1.55% | 1.55% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LTG Capital LLC | History | No change | 102,786 | 8,456 | 5.66% | 5.66% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 101,101 | 8,317 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisors, LLC | History | No change | 99,986 | 8,225 | 1.13% | 1.13% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 98,417 | 8,096 | 0.98% | 0.98% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 95,940 | 7,893 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | No change | 93,904 | 7,725 | 2.35% | 2.35% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF STOCKTON | History | No change | 88,871 | 7,311 | 2.05% | 2.05% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 88,345 | 7,268 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| US BANCORP \DE\ | History | No change | 86,465 | 7,121 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Retirement, LLC | History | No change | 86,551 | 7,120 | 0.39% | 0.39% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 84,016 | 6,911 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | No change | 82,601 | 6,795 | 2.76% | 2.76% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 81,096 | 6,671 | 4.62% | 4.62% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 81,014 | 6,665 | 1.47% | 1.47% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 78,164 | 6,430 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | No change | 74,463 | 6,126 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Management, Inc. | History | No change | 73,520 | 6,048 | 0.87% | 0.87% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| My Personal CFO, LLC | History | No change | 72,844 | 5,992 | 2.34% | 2.34% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 72,294 | 5,947 | 0.41% | 0.41% | 123 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 71,800 | 5,906 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 71,711 | 5,899 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | No change | 71,309 | 5,866 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 70,845 | 5,828 | 1.56% | 1.56% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 68,932 | 5,671 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | No change | 68,728 | 5,654 | 0.49% | 0.49% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WASHINGTON TRUST BANK | History | No change | 68,611 | 5,644 | 0.39% | 0.39% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 68,600 | 5,643 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 68,241 | 5,614 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 67,573 | 5,559 | 0.34% | 0.34% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF HAWAII | History | No change | 67,150 | 5,524 | 0.27% | 0.27% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 66,846 | 5,499 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 66,200 | 5,446 | 0.31% | 0.31% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MSH Capital Advisors LLC | History | No change | 63,895 | 5,256 | 0.91% | 0.91% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shore Point Advisors, LLC | History | No change | 63,860 | 5,253 | 1.8% | 1.8% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 50,162 | 5,210 | 1.25% | 1.25% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 63,074 | 5,197 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 62,890 | 5,173 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 62,723 | 5,160 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 62,748 | 5,144 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 62,336 | 5,128 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FCA CORP /TX | History | No change | 62,199 | 5,117 | 1.26% | 1.26% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Capital Management, LLC | History | No change | 65,083 | 5,102 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 60,932 | 5,013 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 60,101 | 4,944 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 58,515 | 4,814 | 0.35% | 0.35% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 58,070 | 4,777 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SVB WEALTH LLC | History | No change | 57,388 | 4,721 | 0.3% | 0.3% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Qube Research & Technologies Ltd | History | No change | 56,232 | 4,626 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | No change | 56,196 | 4,623 | 0.83% | 0.83% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | No change | 54,638 | 4,495 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Trust Co | History | No change | 54,534 | 4,486 | 0.39% | 0.39% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Goldstein Advisors, LLC | History | No change | 54,262 | 4,464 | 0.41% | 0.41% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cooke Wealth Management, LLC | History | No change | 54,179 | 4,457 | 3.65% | 3.65% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | No change | 53,741 | 4,421 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 52,518 | 4,320 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Auto-Owners Insurance Co | History | No change | 52,300 | 4,304 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Partners in Financial Planning | History | No change | 51,454 | 4,233 | 0.64% | 0.64% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 50,158 | 4,126 | 1.6% | 1.6% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 50,003 | 4,113 | 0.64% | 0.64% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 48,992 | 4,031 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NBT BANK, N.A. | History | No change | 48,846 | 4,018 | 0.27% | 0.27% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 48,387 | 3,980 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 48,137 | 3,960 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 46,499 | 3,920 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 46,878 | 3,856 | 1.18% | 1.18% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 49,024 | 3,844 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Professional Financial Advisors, LLC | History | No change | 46,618 | 3,835 | 0.66% | 0.66% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 46,221 | 3,802 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Foundation Wealth Management, LLC | History | No change | 46,093 | 3,792 | 2.24% | 2.24% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Waldron Private Wealth LLC | History | No change | 46,015 | 3,785 | 0.13% | 0.13% | 174 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASPIRIANT, LLC | History | No change | 45,220 | 3,720 | 0.09% | 0.09% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 45,110 | 3,711 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 43,500 | 3,578 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Narus Financial Partners, LLC | History | No change | 43,185 | 3,552 | 0.91% | 0.91% | 178 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creekside Partners | History | No change | 42,843 | 3,524 | 1.28% | 1.28% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| James J. Burns & Company, LLC | History | No change | 42,698 | 3,512 | 0.38% | 0.38% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 42,089 | 3,462 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 41,895 | 3,446 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 40,870 | 3,429 | 0.67% | 0.67% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 40,793 | 3,356 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 40,465 | 3,329 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Eagle Strategies LLC | History | No change | 39,702 | 3,266 | 0.32% | 0.32% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crewe Advisors LLC | History | No change | 39,586 | 3,256 | 0.24% | 0.24% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Partnership Wealth Management, LLC | History | No change | 38,716 | 3,185 | 2.15% | 2.15% | 188 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 40,598 | 3,147 | 2.69% | 2.69% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 38,017 | 3,127 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pointe Capital Management LLC | History | No change | 37,483 | 3,083 | 1.38% | 1.38% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Disciplined Investments, LLC | History | No change | 37,414 | 3,078 | 0.99% | 0.99% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 36,111 | 2,970 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 36,048 | 2,965 | 0.18% | 0.18% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 35,806 | 2,937 | 0.08% | 0.08% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BIP Wealth, LLC | History | No change | 35,635 | 2,931 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 35,100 | 2,887 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abacus Planning Group, Inc. | History | No change | 35,084 | 2,886 | 0.36% | 0.36% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Probity Advisors, Inc. | History | No change | 35,087 | 2,886 | 0.41% | 0.41% | 199 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 34,676 | 2,852 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 34,531 | 2,840 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | No change | 34,519 | 2,839 | 0.09% | 0.09% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Noble Family Wealth, LLC | History | No change | 34,131 | 2,807 | 0.5% | 0.5% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 33,493 | 2,755 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Acropolis Investment Management, LLC | History | No change | 33,125 | 2,725 | 0.11% | 0.11% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 32,914 | 2,707 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | No change | 32,889 | 2,705 | 0.32% | 0.32% | 207 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 34,412 | 2,698 | 0.11% | 0.11% | 208 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 32,366 | 2,662 | 0.72% | 0.72% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 31,845 | 2,619 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 31,550 | 2,595 | 0.25% | 0.25% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 31,471 | 2,589 | 0.2% | 0.2% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 31,194 | 2,566 | 0.58% | 0.58% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 31,094 | 2,558 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 31,049 | 2,554 | 0.77% | 0.77% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Canopy Partners, LLC | History | No change | 30,908 | 2,542 | 0.76% | 0.76% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 30,874 | 2,539 | 0.81% | 0.81% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 30,756 | 2,530 | 0.05% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sincerus Advisory, LLC | History | No change | 30,679 | 2,523 | 1.71% | 1.71% | 219 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Prosperity Planning, Inc. | History | No change | 30,107 | 2,476 | 0.57% | 0.57% | 220 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 30,040 | 2,471 | 0.62% | 0.62% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Coyle Financial Counsel LLC | History | No change | 29,265 | 2,407 | 0.44% | 0.44% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 29,095 | 2,393 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 28,736 | 2,364 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANCE WEALTH, LLC | History | No change | 28,383 | 2,335 | 0.53% | 0.53% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 28,303 | 2,328 | 0.09% | 0.09% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Argent Trust Co | History | No change | 28,058 | 2,308 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 27,886 | 2,294 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneAscent Financial Services LLC | History | No change | 27,551 | 2,266 | 0.11% | 0.11% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 27,495 | 2,262 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Regal Investment Advisors LLC | History | No change | 27,176 | 2,235 | 0.12% | 0.12% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 27,090 | 2,228 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 26,959 | 2,217 | 1.0% | 1.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AIRE ADVISORS, LLC | History | No change | 26,677 | 2,194 | 0.36% | 0.36% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 26,564 | 2,185 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | No change | 26,033 | 2,141 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Financial Advisors, LLC | History | No change | 25,551 | 2,102 | 0.25% | 0.25% | 237 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 25,486 | 2,096 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 25,369 | 2,087 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,990 | 2,059 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 24,650 | 2,027 | 0.22% | 0.22% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 23,929 | 1,968 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CI INVESTMENTS INC. | History | No change | 23,521 | 1,935 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRB Wealth Management, LLC | History | No change | 23,225 | 1,910 | 0.25% | 0.25% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 23,024 | 1,894 | 0.44% | 0.44% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 23,014 | 1,893 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Risk Paradigm Group, LLC | History | No change | 22,462 | 1,847 | 1.45% | 1.45% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 22,079 | 1,816 | 0.36% | 0.36% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 21,823 | 1,795 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 21,528 | 1,771 | 0.37% | 0.37% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 21,418 | 1,762 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,240 | 1,747 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 21,174 | 1,741 | 0.05% | 0.05% | 253 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Midwest Trust Co | History | No change | 21,166 | 1,741 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Co of the South | History | No change | 21,035 | 1,730 | 0.24% | 0.24% | 255 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Evanson Financial, LLC | History | No change | 20,966 | 1,724 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 20,937 | 1,722 | 0.59% | 0.59% | 257 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 20,875 | 1,717 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Compound Planning, Inc. | History | No change | 20,774 | 1,709 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 20,226 | 1,663 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 19,960 | 1,642 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FDx Advisors, Inc. | History | No change | 19,704 | 1,621 | 0.49% | 0.49% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Intergy Private Wealth, LLC | History | No change | 19,656 | 1,617 | 0.37% | 0.37% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 19,578 | 1,610 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lee Financial Co | History | No change | 19,245 | 1,583 | 0.2% | 0.2% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | No change | 19,243 | 1,583 | 0.81% | 0.81% | 266 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 19,220 | 1,581 | 0.12% | 0.12% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Portfolio Management LLC | History | No change | 18,870 | 1,552 | 1.17% | 1.17% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Falcon Wealth Planning | History | No change | 18,809 | 1,547 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 18,789 | 1,545 | 0.47% | 0.47% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 18,380 | 1,520 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 18,428 | 1,516 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 18,267 | 1,502 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 18,126 | 1,491 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 18,033 | 1,483 | 0.09% | 0.09% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 17,714 | 1,457 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEM Asset Management, LLC | History | No change | 17,671 | 1,453 | 0.57% | 0.57% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allegheny Financial Group | History | No change | 17,658 | 1,452 | 0.15% | 0.15% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 17,602 | 1,448 | 0.23% | 0.23% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,333 | 1,426 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guidance Point Advisors, LLC | History | No change | 17,301 | 1,424 | 0.3% | 0.3% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SteelPeak Wealth, LLC | History | No change | 17,162 | 1,411 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 17,154 | 1,411 | 0.16% | 0.16% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 16,913 | 1,391 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 16,599 | 1,365 | 0.1% | 0.1% | 285 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MB Generational Wealth, LLC | History | No change | 16,533 | 1,360 | 0.67% | 0.67% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Squire Investment Management Company, LLC | History | No change | 16,336 | 1,343 | 0.32% | 0.32% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 16,133 | 1,327 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 16,033 | 1,319 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 15,997 | 1,316 | 0.36% | 0.36% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 15,974 | 1,314 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 15,879 | 1,306 | 0.63% | 0.63% | 292 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 15,655 | 1,287 | 0.4% | 0.4% | 293 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,283 | 1,257 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 15,219 | 1,252 | 0.12% | 0.12% | 295 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TAGStone Capital, Inc. | History | No change | 15,209 | 1,251 | 0.4% | 0.4% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 15,182 | 1,248 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tortoise Investment Management, LLC | History | No change | 15,081 | 1,240 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 15,052 | 1,238 | 0.2% | 0.2% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RBF Capital, LLC | History | No change | 15,000 | 1,234 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |