iSHARES TRUST - SGOV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 11,457,135 | 1,153,389 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 10,881,968 | 1,095,487 | 0.25% | 0.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 8,473,084 | 852,985 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 5,962,248 | 600,219 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 4,545,424 | 457,587 | 0.55% | 0.55% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,803,149 | 382,570 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,636,385 | 366,074 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,905,328 | 292,503 | 0.34% | 0.34% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robinhood Asset Management, LLC | History | No change | 2,899,608 | 291,903 | 15.62% | 15.62% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,835,573 | 285,457 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,807,327 | 282,118 | 0.34% | 0.34% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 2,736,985 | 275,532 | 4.0% | 4.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,675,275 | 269,320 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,459,867 | 247,634 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,373,290 | 238,919 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,306,528 | 232,198 | 0.35% | 0.35% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,224,301 | 223,920 | 1.23% | 1.23% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 2,217,429 | 223,228 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,152,535 | 216,717 | 3.63% | 4.39% | 19 | -635,477 | -22.79% | Q3 2026 | Oct 01, 2026 |
| Cohalo Advisory LLC | History | No change | 2,099 | 211,310 | 12.78% | 12.78% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,052,936 | 206,669 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CX Institutional | History | Added to | 1,933,047 | 194,619 | 5.27% | 5.37% | 22 | +85,768 | 4.64% | Q3 2026 | Oct 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,670,089 | 167,592 | 0.28% | 0.28% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | No change | 1,609,405 | 162,018 | 1.84% | 1.84% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,593,502 | 160,433 | 1.13% | 1.23% | 25 | +31,944 | 2.05% | Q3 2026 | Oct 08, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,562,089 | 157,255 | 0.37% | 0.37% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westerkirk Capital Inc. | History | No change | 1,523,760 | 153,396 | 14.75% | 14.75% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 1,464,822 | 147,463 | 0.86% | 0.86% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 1,408,479 | 141,791 | 0.53% | 0.53% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 1,279,489 | 128,806 | 3.74% | 3.74% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,245,643 | 125,398 | 1.44% | 1.44% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpha Wealth Funds, LLC | History | No change | 1,221,972 | 123,015 | 67.08% | 67.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 1,212,408 | 122,053 | 0.57% | 0.57% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,167,189 | 117,500 | 0.23% | 0.23% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilton Capital Management, LLC | History | No change | 1,149,386 | 115,708 | 7.87% | 7.87% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,139,981 | 114,761 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 1,087,949 | 109,523 | 22.55% | 22.55% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 1,077,270 | 108,448 | 21.54% | 21.54% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 1,052,850 | 105,990 | 2.0% | 2.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,035,195 | 104,213 | 0.11% | 0.11% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Balentine LLC | History | No change | 1,026,567 | 103,344 | 3.67% | 3.67% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,003,580 | 101,030 | 0.33% | 0.33% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,002,516 | 100,923 | 10.26% | 10.26% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 984,074 | 99,067 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Selective Wealth Management, Inc. | History | No change | 963,067 | 96,865 | 25.41% | 25.41% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 3EDGE Asset Management, LP | History | No change | 935,234 | 94,150 | 4.2% | 4.2% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JNBA Financial Advisors | History | No change | 924,007 | 93,019 | 7.04% | 7.04% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 865,348 | 87,114 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 846,216 | 85,188 | 0.31% | 0.31% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWWM, Inc. | History | No change | 845,240 | 85,090 | 6.29% | 6.29% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | No change | 816,856 | 82,232 | 2.07% | 2.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 814,494 | 81,995 | 0.56% | 0.56% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 797,816 | 80,316 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 779,029 | 78,425 | 1.23% | 1.23% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sollinda Capital Management LLC | History | No change | 778,780 | 78,399 | 16.74% | 16.74% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PEAVINE CAPITAL, LLC | History | No change | 770,289 | 77,544 | 16.44% | 16.44% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avos Capital Management, LLC | History | No change | 766,814 | 77,195 | 32.07% | 32.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Decker Retirement Planning Inc. | History | No change | 759,734 | 76,482 | 26.04% | 26.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cynosure Group, LLC | History | No change | 758,229 | 76,416 | 11.48% | 11.48% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 757,607 | 76,268 | 0.16% | 0.16% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 738,944 | 74,389 | 0.37% | 0.37% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 721,261 | 72,616 | 4.69% | 3.8% | 62 | +161,213 | 28.79% | Q3 2026 | Oct 08, 2026 |
| Vigilare Wealth Management | History | No change | 720,786 | 72,561 | 22.24% | 22.24% | 63 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Mariner, LLC | History | No change | 713,464 | 71,824 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 709,368 | 71,412 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 708,362 | 71,310 | 0.39% | 0.39% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PSP Research LLC | History | No change | 700,000 | 70,469 | 37.51% | 37.51% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Omnia Family Wealth, LLC | History | No change | 696,066 | 70,072 | 18.78% | 18.78% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 694,542 | 69,919 | 8.81% | 8.81% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 692,718 | 69,735 | 1.25% | 1.25% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 672,284 | 67,678 | 7.67% | 7.67% | 71 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 653,810 | 65,819 | 10.42% | 10.42% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONECO ADVISORS, LLC | History | No change | 637,159 | 64,142 | 3.92% | 3.92% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 632,080 | 63,631 | 2.24% | 2.24% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 621,253 | 62,541 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 616,805 | 62,093 | 19.42% | 19.42% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 614,662 | 61,878 | 0.7% | 0.7% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 613,347 | 61,745 | 0.72% | 0.72% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | No change | 593,060 | 59,703 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 587,000 | 59,093 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bleakley Financial Group, LLC | History | No change | 572,295 | 57,612 | 0.73% | 0.73% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 570,099 | 57,391 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 569,892 | 57,371 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 569,856 | 57,367 | 0.1% | 0.1% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 568,773 | 57,253 | 2.29% | 2.29% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 561,309 | 56,506 | 0.37% | 0.37% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 556,451 | 56,017 | 2.14% | 2.14% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 550,965 | 55,465 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 547,033 | 55,069 | 13.64% | 13.64% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIGROUP INC | History | No change | 528,620 | 53,216 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 527,772 | 53,130 | 23.0% | 23.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 517,370 | 52,083 | 0.97% | 0.97% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 508,591 | 51,199 | 0.24% | 0.24% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 507,483 | 51,088 | 0.9% | 0.9% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 504,664 | 50,804 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 493,129 | 49,643 | 1.01% | 1.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 490,128 | 49,341 | 3.14% | 3.14% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Perigon Wealth Management, LLC | History | No change | 465,972 | 46,909 | 0.74% | 0.74% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nierenberg Investment Management Company, LLC | History | No change | 461,047 | 46,413 | 23.04% | 23.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 450,319 | 45,333 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 450,074 | 45,308 | 0.19% | 0.19% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 432,456 | 43,535 | 10.21% | 10.21% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 430,117 | 43,299 | 26.09% | 26.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Index Fund Advisors, Inc. | History | No change | 428,528 | 43,139 | 1.71% | 1.71% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 425,605 | 42,845 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 423,052 | 42,588 | 0.48% | 0.48% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 419,117 | 42,192 | 0.22% | 0.22% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 418,167 | 42,097 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trek Financial, LLC | History | No change | 418,177 | 42,097 | 2.09% | 2.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 417,450 | 42,024 | 0.29% | 0.29% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIA Advisory Group LLC | History | No change | 417,009 | 41,980 | 9.13% | 9.13% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 414,925 | 41,770 | 1.02% | 1.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 409,530 | 41,227 | 5.41% | 5.41% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dynamic Financial Group | History | No change | 404,566 | 40,727 | 30.76% | 30.76% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 403,071 | 40,577 | 0.24% | 0.24% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brookstone Capital Management | History | No change | 384,426 | 38,700 | 0.39% | 0.39% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | History | No change | 383,000 | 38,556 | 10.59% | 10.59% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AWM CAPITAL, LLC | History | No change | 382,147 | 38,470 | 3.08% | 3.08% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 377,402 | 37,993 | 0.48% | 0.48% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arjuna Capital | History | No change | 376,010 | 37,852 | 8.52% | 8.52% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Asset Management, LLC | History | No change | 375,603 | 37,811 | 3.57% | 3.57% | 121 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dakota Wealth Management | History | No change | 370,341 | 37,282 | 0.71% | 0.71% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 370,237 | 37,271 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 367,161 | 36,962 | 0.59% | 0.59% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversified Trust Co | History | No change | 364,766 | 36,721 | 0.59% | 0.59% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 363,873 | 36,631 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wheelhouse Advisory Group LLC | History | No change | 362,616 | 36,504 | 10.3% | 10.3% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cypress Capital, LLC | History | No change | 361,428 | 36,384 | 9.84% | 9.84% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Larson Financial Group LLC | History | No change | 355,658 | 35,804 | 0.94% | 0.94% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 354,373 | 35,674 | 2.07% | 2.07% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | No change | 350,260 | 35,260 | 0.55% | 0.55% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 348,845 | 35,118 | 0.16% | 0.16% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 348,375 | 35,070 | 5.51% | 5.51% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fairlight Advisors | History | No change | 348,298 | 35,063 | 28.59% | 28.59% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 343,341 | 34,564 | 2.88% | 2.88% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aspen Capital Management, LLC | History | No change | 341,534 | 34,382 | 7.59% | 7.59% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | No change | 336,373 | 33,862 | 15.82% | 15.82% | 137 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bangor Savings Bank | History | Reduced | 333,848 | 33,611 | 2.56% | 2.71% | 138 | -32,740 | -8.93% | Q3 2026 | Oct 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 328,932 | 33,113 | 0.35% | 0.35% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 327,902 | 33,010 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 326,049 | 32,823 | 1.58% | 1.58% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 325,651 | 32,783 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 325,527 | 32,771 | 0.85% | 0.85% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 325,467 | 32,765 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgepath Capital Management LLC | History | No change | 322,786 | 32,494 | 14.34% | 14.34% | 145 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 309,600 | 31,167 | 20.6% | 20.6% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centric Wealth Management | History | No change | 310,239 | 31,154 | 4.84% | 4.84% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 307,326 | 30,938 | 2.53% | 2.53% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 295,659 | 29,765 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 294,790 | 29,676 | 2.87% | 2.87% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Investment Advisors, LLC | History | No change | 294,671 | 29,664 | 0.39% | 0.39% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 291,854 | 29,381 | 4.62% | 4.62% | 152 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 289,113 | 29,104 | 1.85% | 1.85% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 287,450 | 28,937 | 0.31% | 0.31% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 287,243 | 28,916 | 1.06% | 1.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 286,525 | 28,844 | 4.71% | 4.71% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 286,216 | 28,813 | 0.71% | 0.71% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 284,491 | 28,639 | 3.65% | 3.65% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 280,484 | 28,236 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 279,727 | 28,160 | 1.35% | 1.35% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 279,858 | 28,117 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 266,040 | 26,782 | 3.61% | 3.61% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 265,303 | 26,708 | 0.51% | 0.51% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | No change | 264,848 | 26,662 | 0.78% | 0.78% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Day In July LLC | History | No change | 264,043 | 26,581 | 1.85% | 1.85% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tortoise Investment Management, LLC | History | No change | 262,915 | 26,467 | 1.97% | 1.97% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 261,390 | 26,314 | 0.53% | 0.53% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 255,922 | 25,763 | 5.59% | 5.59% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 254,802 | 25,650 | 2.22% | 2.22% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 254,802 | 25,650 | 2.46% | 2.46% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 252,502 | 25,419 | 2.33% | 2.33% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 251,033 | 25,271 | 1.81% | 1.81% | 172 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Orion Capital Management LLC | History | No change | 249,387 | 25,105 | 7.76% | 7.76% | 173 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Wealth Group, LLC | History | No change | 249,089 | 25,075 | 9.68% | 9.68% | 174 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Artisan Partners Limited Partnership | History | No change | 248,527 | 25,019 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L2 Asset Management, LLC | History | No change | 244,829 | 24,646 | 2.56% | 2.56% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 244,364 | 24,600 | 0.36% | 0.36% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marest Capital, LLC | History | No change | 243,941 | 24,557 | 12.23% | 12.23% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 240,518 | 24,212 | 3.17% | 3.17% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisory Group LLC | History | No change | 237,617 | 23,920 | 1.29% | 1.29% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 235,439 | 23,701 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | No change | 231,753 | 23,330 | 28.09% | 28.09% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 231,591 | 23,314 | 7.26% | 7.26% | 183 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 230,244 | 23,178 | 7.82% | 7.82% | 184 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Empowered Funds, LLC | History | No change | 230,432 | 23,128 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 228,774 | 23,030 | 0.11% | 0.11% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Talon Private Wealth, LLC | History | No change | 226,996 | 22,851 | 2.67% | 2.67% | 187 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 224,894 | 22,640 | 0.29% | 0.29% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDM Financial Group LLC | History | No change | 274,586 | 22,541 | 7.7% | 7.7% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 222,619 | 22,364 | 4.21% | 1.55% | 190 | +143,774 | 182.35% | Q3 2026 | Oct 09, 2026 |
| Proficio Capital Partners LLC | History | No change | 220,448 | 22,192 | 0.8% | 0.8% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACR Alpine Capital Research, LLC | History | No change | 216,767 | 21,821 | 0.31% | 0.31% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 216,009 | 21,695 | 1.45% | 1.45% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Elm Partners Management LLC | History | No change | 212,608 | 21,403 | 0.64% | 0.64% | 194 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 212,368 | 21,379 | 0.22% | 0.22% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 210,840 | 21,225 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 210,320 | 21,172 | 0.26% | 0.26% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aristotle Capital Management, LLC | History | No change | 206,446 | 20,787 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REBALANCE, LLC | History | No change | 200,771 | 20,211 | 1.06% | 1.06% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 200,752 | 20,209 | 0.24% | 0.24% | 200 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 195,139 | 19,644 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MAGNOLIA GROUP, LLC | History | No change | 195,000 | 19,630 | 4.12% | 4.12% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 194,962 | 19,626 | 5.32% | 5.32% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Occidental Asset Management, LLC | History | No change | 194,927 | 19,623 | 1.95% | 1.95% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 193,812 | 19,511 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Five Oceans Advisors | History | No change | 193,177 | 19,447 | 6.25% | 6.25% | 206 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 191,811 | 19,309 | 1.07% | 1.07% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Navigate Wealth Management, LLC | History | No change | 191,369 | 19,247 | 11.93% | 11.93% | 208 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Leo H. Evart, Inc. | History | No change | 190,606 | 19,188 | 15.15% | 15.15% | 209 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 189,100 | 19,036 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 188,608 | 18,987 | 8.53% | 8.53% | 211 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Punch Card Management L.P. | History | No change | 188,000 | 18,925 | 7.39% | 7.39% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 186,754 | 18,800 | 3.77% | 3.77% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | No change | 186,665 | 18,791 | 0.31% | 0.31% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 184,841 | 18,607 | 13.98% | 13.98% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Owen LaRue, LLC | History | No change | 182,589 | 18,381 | 6.39% | 6.39% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J2 Capital Management Inc | History | No change | 181,302 | 18,251 | 12.27% | 12.27% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Journey Advisory Group, LLC | History | No change | 180,525 | 18,173 | 1.39% | 1.39% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BESSEMER GROUP INC | History | No change | 179,679 | 18,088 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 179,261 | 18,046 | 1.95% | 1.95% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 177,956 | 17,873 | 2.21% | 2.21% | 221 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFS Advisors, LLC | History | No change | 176,007 | 17,718 | 8.49% | 8.49% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 172,607 | 17,376 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 167,501 | 16,862 | 1.34% | 1.34% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 166,137 | 16,726 | 5.8% | 5.65% | 225 | +4,119 | 2.54% | Q3 2026 | Oct 08, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 165,037 | 16,614 | 3.23% | 3.23% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PECAUT & CO. | History | No change | 163,019 | 16,411 | 5.0% | 5.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisors Preferred, LLC | History | No change | 161,280 | 16,198 | 2.51% | 2.51% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 160,029 | 16,110 | 0.1% | 0.1% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 159,725 | 16,079 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 158,976 | 16,004 | 0.35% | 0.35% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Legacy Advisory Services, LLC | History | No change | 157,858 | 15,891 | 11.19% | 11.19% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 155,055 | 15,609 | 5.46% | 5.46% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vivid Wealth Management, LLC | History | No change | 151,612 | 15,262 | 5.37% | 5.37% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focused Wealth Management, Inc | History | No change | 151,154 | 15,216 | 1.32% | 1.32% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 149,832 | 15,083 | 6.99% | 6.99% | 236 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Waterfront Wealth Inc. | History | No change | 149,801 | 15,075 | 2.34% | 2.34% | 237 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Retirement Planning Group, LLC | History | No change | 148,878 | 14,987 | 0.38% | 0.38% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Souders Financial Advisors | History | No change | 148,237 | 14,923 | 1.5% | 1.5% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DORVAL Corp | History | No change | 146,232 | 14,721 | 4.24% | 4.24% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 145,340 | 14,631 | 8.05% | 8.05% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 144,332 | 14,529 | 1.23% | 1.23% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 144,174 | 14,514 | 0.53% | 0.53% | 243 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 143,981 | 14,494 | 0.45% | 0.45% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mascoma Wealth Management LLC | History | No change | 143,476 | 14,443 | 2.68% | 2.68% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Worth Asset Management, LLC | History | Reduced | 142,536 | 14,350 | 4.18% | 5.71% | 246 | -34,664 | -19.56% | Q3 2026 | Oct 07, 2026 |
| &PARTNERS | History | No change | 139,075 | 14,305 | 0.06% | 0.06% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aries Wealth Management | History | No change | 141,955 | 14,290 | 2.81% | 2.81% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 141,903 | 14,285 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 141,516 | 14,246 | 6.62% | 6.62% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 141,490 | 14,243 | 4.32% | 4.32% | 251 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 141,188 | 14,213 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 140,738 | 14,168 | 0.3% | 0.3% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 140,190 | 14,112 | 0.26% | 0.26% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 139,935 | 14,087 | 0.15% | 0.15% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 139,719 | 14,065 | 1.17% | 1.17% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlas Private Wealth Advisors | History | No change | 139,178 | 14,011 | 3.07% | 3.07% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | No change | 139,081 | 14,001 | 0.46% | 0.46% | 258 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 137,763 | 13,869 | 7.68% | 7.86% | 259 | -3,905 | -2.76% | Q3 2026 | Oct 07, 2026 |
| Red Wave Investments LLC | History | No change | 137,753 | 13,867 | 3.52% | 3.52% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 137,407 | 13,832 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 136,912 | 13,782 | 2.08% | 2.08% | 262 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | No change | 136,457 | 13,737 | 29.29% | 29.29% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 136,041 | 13,695 | 0.75% | 0.75% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 136,379 | 13,692 | 0.82% | 0.82% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sandhill Capital Partners LLC | History | No change | 135,571 | 13,647 | 1.11% | 1.11% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 134,606 | 13,550 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 134,226 | 13,512 | 0.63% | 0.63% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HM PAYSON & CO | History | No change | 132,457 | 13,334 | 0.18% | 0.18% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Nest Investments, LLC | History | No change | 132,254 | 13,314 | 10.12% | 10.12% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RTD Financial Advisors, Inc. | History | New | 131,939 | 13,283 | 1.45% | — | 271 | +131,939 | New | Q3 2026 | Oct 09, 2026 |
| Crown Wealth Group, LLC | History | No change | 131,917 | 13,280 | 3.38% | 3.38% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'Domhnaill Enterprises, Inc. | History | No change | 131,687 | 13,256 | 10.59% | 10.59% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 131,343 | 13,213 | 1.64% | 1.64% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 130,584 | 13,146 | 0.51% | 0.51% | 275 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 129,837 | 13,070 | 2.48% | 2.48% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 129,055 | 12,991 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 129,036 | 12,990 | 0.51% | 0.51% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 127,682 | 12,853 | 5.75% | 5.75% | 279 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| One Degree Advisors Inc | History | No change | 127,371 | 12,788 | 2.85% | 2.85% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUST CO OF VERMONT | History | No change | 125,859 | 12,670 | 0.47% | 0.47% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 125,255 | 12,609 | 4.79% | 4.79% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTRAL TRUST Co | History | No change | 124,852 | 12,568 | 0.23% | 0.23% | 283 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 123,808 | 12,463 | 6.19% | 6.19% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Main Management LLC | History | No change | 123,393 | 12,422 | 0.83% | 0.83% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtue Capital Management, LLC | History | No change | 122,686 | 12,350 | 1.65% | 1.65% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SVRN Asset Management, LLC | History | No change | 122,285 | 12,310 | 6.33% | 6.33% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trajan Wealth LLC | History | No change | 121,755 | 12,257 | 0.46% | 0.46% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMR Capital Management, LLC | History | No change | 121,605 | 12,241 | 8.43% | 8.43% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | No change | 119,099 | 11,989 | 0.47% | 0.47% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integris Wealth Management, LLC | History | No change | 118,657 | 11,945 | 2.41% | 2.41% | 291 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | No change | 118,044 | 11,883 | 0.21% | 0.21% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 117,885 | 11,867 | 3.18% | 3.18% | 293 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kassira Wealth Management LLC | History | No change | 117,620 | 11,840 | 9.5% | 9.5% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plan Group Financial, LLC | History | No change | 113,737 | 11,449 | 2.36% | 2.36% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Advisors | History | No change | 113,231 | 11,398 | 0.57% | 0.57% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Highland Financial Advisors, LLC | History | No change | 113,186 | 11,394 | 2.51% | 2.51% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Silver Lake Advisory, LLC | History | No change | 113,151 | 11,390 | 4.07% | 4.07% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Code Waechter LLC | History | No change | 113,092 | 11,384 | 5.89% | 5.89% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Carnegie Investment Counsel | History | No change | 112,565 | 11,331 | 0.23% | 0.23% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |