iSHARES TRUST - SHV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
BlackRock, Inc. History No change 18,148,134 2,002,646 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 5,415,604 597,612 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 4,646,794 512,773 0.08% 0.08% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 3,934,832 434,208 0.1% 0.1% 4 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 3,198,846 352,992 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 2,133,613 235,444 0.45% 0.45% 6 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History No change 1,478,117 162,903 8.93% 8.93% 7 0 0.0% Q2 2026 Aug 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 1,444,594 159,472 0.99% 0.99% 8 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,445,040 159,460 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,399,431 154,427 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,380,764 152,353 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,298,292 143,266 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,111,769 122,270 0.2% 0.2% 13 0 0.0% Q2 2026 Jul 15, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,019,769 112,531 0.03% 0.03% 14 0 0.0% Q2 2026 Sep 23, 2026
AMERIPRISE FINANCIAL INC History No change 1,001,611 110,547 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 817,426 90,202 3.52% 3.52% 16 0 0.0% Q2 2026 Aug 14, 2026
Trust Co History No change 806,478 88,994 8.03% 8.03% 17 0 0.0% Q2 2026 Jul 10, 2026
Americana Partners, LLC History No change 772,181 85,210 1.92% 1.92% 18 0 0.0% Q2 2026 Aug 05, 2026
Marks Wealth, LLC History No change 756,645 83,495 18.07% 18.07% 19 0 0.0% Q2 2026 Jul 29, 2026
ASSETMARK, INC History No change 736,803 81,306 0.14% 0.14% 20 0 0.0% Q2 2026 Jul 30, 2026
STIFEL FINANCIAL CORP History No change 672,540 74,214 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 12, 2026
Townsend & Associates, Inc History No change 664,440 73,261 6.24% 6.24% 22 0 0.0% Q2 2026 Jul 22, 2026
Oakworth Capital, Inc. History No change 610,581 67,273 3.2% 3.2% 23 0 0.0% Q2 2026 Jul 22, 2026
White Lighthouse Investment Management Inc. History No change 606,646 66,943 8.34% 8.34% 24 0 0.0% Q2 2026 Aug 04, 2026
Betterment LLC History No change 599,791 66,187 0.11% 0.11% 25 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 589,227 65,021 0.1% 0.1% 26 0 0.0% Q2 2026 Aug 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 587,723 64,855 0.67% 0.67% 27 0 0.0% Q2 2026 Aug 14, 2026
Cynosure Group, LLC History No change 545,206 60,163 9.04% 9.04% 28 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History No change 539,468 59,530 0.07% 0.07% 29 0 0.0% Q2 2026 Jul 28, 2026
Cetera Investment Advisers History No change 528,797 58,352 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 495,679 54,698 0.36% 0.36% 31 0 0.0% Q2 2026 Aug 10, 2026
Acorns Advisers, LLC History No change 493,047 54,408 0.35% 0.35% 32 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 481,633 53,148 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 452,880 49,975 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 436,816 48,202 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 435,183 48,022 0.06% 0.06% 36 0 0.0% Q2 2026 Jul 29, 2026
Hansen & Associates Financial Group, Inc. History No change 427,909 47,117 27.0% 27.0% 37 0 0.0% Q2 2026 Jul 20, 2026
Penserra Capital Management LLC History No change 422,712 46,646 0.36% 0.36% 38 0 0.0% Q2 2026 Aug 13, 2026
LaSalle St. Investment Advisors, LLC History No change 414,903 45,784 5.6% 5.6% 39 0 0.0% Q2 2026 Aug 11, 2026
Able Wealth Management LLC History No change 392,113 43,269 9.93% 9.93% 40 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 386,432 42,642 0.65% 0.65% 41 0 0.0% Q2 2026 Aug 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 377,443 41,650 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 375,442 41,430 0.19% 0.19% 43 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 368,101 40,619 0.08% 0.08% 44 0 0.0% Q2 2026 Aug 07, 2026
BANK OF NOVA SCOTIA History No change 364,255 40,527 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 12, 2026
Banco Santander, S.A. History No change 350,783 38,708 0.24% 0.24% 46 0 0.0% Q2 2026 Jul 29, 2026
Bulltick Wealth Management, LLC History No change 347,973 38,398 7.83% 7.83% 47 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL CONSULATE, INC History No change 347,758 38,375 4.27% 4.27% 48 0 0.0% Q2 2026 Jul 23, 2026
Cerity Partners LLC History No change 342,210 37,763 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 295,245 32,580 0.37% 0.37% 50 0 0.0% Q2 2026 Aug 12, 2026
MASECO LLP History No change 292,859 32,315 0.91% 0.91% 51 0 0.0% Q2 2026 Aug 05, 2026
Fund Evaluation Group, LLC History No change 281,843 31,101 0.84% 0.84% 52 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 276,343 30,498 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 14, 2026
Client First Capital LLC History No change 276,188 30,477 12.14% 12.14% 54 0 0.0% Q2 2026 Jul 10, 2026
OPPENHEIMER & CO INC History No change 272,788 30,102 0.32% 0.32% 55 0 0.0% Q2 2026 Aug 03, 2026
Family Manage LLC History No change 269,055 29,690 3.05% 3.05% 56 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 266,847 29,446 0.35% 0.35% 57 0 0.0% Q2 2026 Aug 13, 2026
Allred Capital Management, LLC History No change 261,023 28,803 9.46% 9.46% 58 0 0.0% Q2 2026 Aug 12, 2026
Janney Montgomery Scott LLC History No change 257,114 28,373 0.05% 0.05% 59 0 0.0% Q2 2026 Aug 05, 2026
Bull Oak Capital, LLC History No change 251,810 27,787 9.26% 9.26% 60 0 0.0% Q2 2026 Aug 10, 2026
Mullooly Asset Management, Inc. History No change 248,775 27,451 8.45% 8.45% 61 0 0.0% Q2 2026 Aug 05, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 244,953 27,030 3.79% 3.79% 62 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 240,783 26,570 0.03% 0.03% 63 0 0.0% Q2 2026 Aug 12, 2026
Alpha Zero LLC History No change 233,407 25,723 9.75% 9.75% 64 0 0.0% Q2 2026 Jul 17, 2026
HighTower Advisors, LLC History No change 215,968 23,832 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 05, 2026
Legacy Advisory Services, LLC History No change 209,359 23,102 16.26% 16.26% 66 0 0.0% Q2 2026 Jul 21, 2026
AdvisorNet Financial, Inc History No change 201,808 22,269 1.02% 1.02% 67 0 0.0% Q2 2026 Jul 23, 2026
Mariner, LLC History No change 196,256 21,656 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 183,302 20,227 0.16% 0.16% 69 0 0.0% Q2 2026 Jul 17, 2026
FIFTH THIRD BANCORP History No change 183,040 20,198 0.03% 0.03% 70 0 0.0% Q2 2026 Aug 05, 2026
M. Kulyk & Associates, LLC History No change 182,329 20,120 3.28% 3.28% 71 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 179,338 19,789 0.8% 0.8% 72 0 0.0% Q2 2026 Jul 28, 2026
HSBC HOLDINGS PLC History No change 178,734 19,721 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 175,051 19,316 1.2% 1.2% 74 0 0.0% Q2 2026 Aug 12, 2026
Northwest Quadrant Wealth Management, LLC History No change 174,316 19,235 3.56% 3.56% 75 0 0.0% Q2 2026 Aug 13, 2026
Sulzberger Capital Advisors, Inc. History No change 172,589 19,045 18.59% 18.59% 76 0 0.0% Q2 2026 Jul 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 170,581 18,823 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 12, 2026
STABLEFORD CAPITAL II LLC History No change 164,909 18,197 6.3% 6.3% 78 0 0.0% Q2 2026 Jul 06, 2026
Highland Investment Advisors LLC History No change 162,201 17,898 7.8% 7.8% 79 0 0.0% Q2 2026 Aug 13, 2026
Sierra Legacy Group History No change 161,125 17,780 13.78% 13.78% 80 0 0.0% Q2 2026 Jul 17, 2026
Financial Engines Advisors L.L.C. History No change 155,977 17,212 0.03% 0.03% 81 0 0.0% Q2 2026 Aug 14, 2026
IPG Investment Advisors LLC History No change 154,873 17,090 2.46% 2.46% 82 0 0.0% Q2 2026 Aug 12, 2026
Fairvoy Private Wealth, LLC History No change 154,476 17,046 3.45% 3.45% 83 0 0.0% Q2 2026 Jul 17, 2026
IronBridge Private Wealth, LLC History No change 153,098 16,894 5.55% 5.55% 84 0 0.0% Q2 2026 Aug 13, 2026
KFA Private Wealth Group, LLC History No change 150,488 16,606 4.0% 4.0% 85 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 149,301 16,475 0.05% 0.05% 86 0 0.0% Q2 2026 Aug 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 148,967 16,438 0.31% 0.31% 87 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History No change 145,546 16,061 5.66% 5.66% 88 0 0.0% Q2 2026 Jul 30, 2026
Mascoma Wealth Management LLC History No change 144,244 15,917 2.95% 2.95% 89 0 0.0% Q2 2026 Jul 24, 2026
Silicon Valley Capital Partners History No change 143,321 15,815 1.28% 1.28% 90 0 0.0% Q2 2026 Sep 21, 2026
NerdWallet Wealth Partners, LLC History No change 141,289 15,591 5.37% 5.37% 91 0 0.0% Q2 2026 Jul 07, 2026
Beacon Pointe Advisors, LLC History No change 135,360 14,936 0.07% 0.07% 92 0 0.0% Q2 2026 Aug 18, 2026
CWA Asset Management Group, LLC History No change 133,320 14,711 0.45% 0.45% 93 0 0.0% Q2 2026 Jul 14, 2026
Smithfield Trust Co History No change 132,973 14,677 0.59% 0.59% 94 0 0.0% Q2 2026 Aug 05, 2026
KWMG, LLC History No change 131,947 14,560 1.05% 1.05% 95 0 0.0% Q2 2026 Jul 08, 2026
Blueprint Investment Partners LLC History No change 126,917 14,005 1.17% 1.17% 96 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 126,844 13,997 0.15% 0.15% 97 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 123,803 13,661 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 118,070 13,028 0.08% 0.08% 99 0 0.0% Q2 2026 Aug 17, 2026
Wealthspire Advisors, LLC History No change 114,598 12,645 0.07% 0.07% 100 0 0.0% Q2 2026 Aug 11, 2026
Midwest Professional Planners, LTD. History No change 113,969 12,576 2.46% 2.46% 101 0 0.0% Q2 2026 Aug 05, 2026
STOLZ & ASSOCIATES, PS History No change 111,743 12,330 7.7% 7.7% 102 0 0.0% Q2 2026 Jul 29, 2026
Trajan Wealth LLC History No change 111,465 12,300 0.46% 0.46% 103 0 0.0% Q2 2026 Aug 13, 2026
Independent Solutions Wealth Management, LLC History No change 108,641 11,988 1.56% 1.56% 104 0 0.0% Q2 2026 Jul 29, 2026
Itau Unibanco Holding S.A. History No change 108,400 11,961 0.23% 0.23% 105 0 0.0% Q2 2026 Aug 14, 2026
OAK FAMILY ADVISORS, LLC History No change 108,288 11,949 3.06% 3.06% 106 0 0.0% Q2 2026 Jul 20, 2026
GFS Advisors, LLC History No change 10,936 11,937 1.26% 1.26% 107 0 0.0% Q2 2026 Aug 04, 2026
Lee Financial Co History No change 106,073 11,705 1.49% 1.49% 108 0 0.0% Q2 2026 Jul 22, 2026
MAYPORT, LLC History No change 105,261 11,615 1.8% 1.8% 109 0 0.0% Q2 2026 Aug 07, 2026
BDFS Capital LLC History No change 104,909 11,576 5.03% 5.03% 110 0 0.0% Q2 2026 Jul 15, 2026
Pacifica Partners Inc. History No change 103,726 11,419 3.44% 3.44% 111 0 0.0% Q2 2026 Jul 13, 2026
MinichMacGregor Wealth Management, LLC History No change 102,026 11,258 1.71% 1.71% 112 0 0.0% Q2 2026 Jul 16, 2026
UDINE WEALTH MANAGEMENT, INC. History No change 101,750 11,228 4.62% 4.62% 113 0 0.0% Q2 2026 Jul 24, 2026
Winch Advisory Services, LLC History No change 99,681 10,999 2.28% 2.28% 114 0 0.0% Q2 2026 Aug 06, 2026
Roof Eidam Maycock Peralta, LLC History No change 99,190 10,945 2.16% 2.16% 115 0 0.0% Q2 2026 Jul 24, 2026
Farringdon Capital, Ltd. History No change 95,088 10,492 5.2% 5.2% 116 0 0.0% Q2 2026 Aug 12, 2026
Vernal Point Advisors, LLC History No change 93,669 10,336 3.49% 3.49% 117 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management LLC History No change 93,023 10,265 4.83% 4.83% 118 0 0.0% Q2 2026 Aug 07, 2026
Steward Partners Investment Advisory, LLC History No change 92,578 10,215 0.05% 0.05% 119 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 89,793 9,908 2.21% 2.21% 120 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 86,351 9,527 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 85,670 9,453 0.62% 0.62% 122 0 0.0% Q2 2026 Aug 12, 2026
AMG National Trust Bank History No change 85,146 9,395 0.19% 0.19% 123 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 84,575 9,332 0.06% 0.06% 124 0 0.0% Q2 2026 Sep 08, 2026
PRUDENTIAL PLC History No change 82,795 9,136 0.05% 0.05% 125 0 0.0% Q2 2026 Aug 13, 2026
Crescent Grove Advisors, LLC History No change 82,401 9,092 0.76% 0.76% 126 0 0.0% Q2 2026 Aug 10, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 82,035 9,052 0.25% 0.25% 127 0 0.0% Q2 2026 Aug 05, 2026
PARAGON CAPITAL MANAGEMENT INC History No change 81,776 9,023 6.68% 6.68% 128 0 0.0% Q2 2026 Jul 22, 2026
CVA Family Office, LLC History No change 81,389 8,981 0.81% 0.81% 129 0 0.0% Q2 2026 Aug 07, 2026
Prime Capital Investment Advisors, LLC History No change 79,440 8,766 0.08% 0.08% 130 0 0.0% Q2 2026 Aug 05, 2026
One Day In July LLC History No change 79,183 8,737 0.61% 0.61% 131 0 0.0% Q2 2026 Aug 03, 2026
VanWeelden Wealth Management, LLC History No change 78,692 8,683 6.45% 6.45% 132 0 0.0% Q2 2026 Aug 12, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 78,289 8,639 2.65% 2.65% 133 0 0.0% Q2 2026 Jul 29, 2026
Whalen Wealth Management Inc. History No change 77,951 8,601 3.87% 3.87% 134 0 0.0% Q2 2026 Aug 13, 2026
Apex Wealth Management, LLC History No change 77,462 8,547 5.22% 5.22% 135 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 77,386 8,539 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Mader & Shannon Wealth Management, Inc. History No change 76,742 8,468 3.96% 3.96% 137 0 0.0% Q2 2026 Jul 07, 2026
Kestra Advisory Services, LLC History No change 76,105 8,398 0.03% 0.03% 138 0 0.0% Q2 2026 Jul 28, 2026
D.A. DAVIDSON & CO. History No change 74,728 8,246 0.05% 0.05% 139 0 0.0% Q2 2026 Jul 24, 2026
RFG Advisory, LLC History No change 73,936 8,158 0.13% 0.13% 140 0 0.0% Q2 2026 Jul 15, 2026
UNITED BANK History No change 71,909 7,935 0.93% 0.93% 141 0 0.0% Q2 2026 Jul 30, 2026
Main Street Financial Solutions, LLC History No change 70,323 7,760 0.5% 0.5% 142 0 0.0% Q2 2026 Aug 07, 2026
Adaptive Financial Consulting, LLC History No change 68,707 7,581 2.66% 2.66% 143 0 0.0% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History No change 68,498 7,558 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 67,991 7,502 0.03% 0.03% 145 0 0.0% Q2 2026 Aug 13, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 67,806 7,482 2.59% 2.59% 146 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 67,536 7,453 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 07, 2026
GREENLEAF TRUST History No change 67,324 7,429 0.07% 0.07% 148 0 0.0% Q2 2026 Jul 21, 2026
OLD MISSION CAPITAL LLC History No change 65,813 7,262 0.12% 0.12% 149 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 65,516 7,229 0.56% 0.56% 150 0 0.0% Q2 2026 Aug 13, 2026
Climber Capital SA History No change 85,385 7,192 4.4% 4.4% 151 0 0.0% Q2 2026 Jul 22, 2026
BFSG, LLC History No change 64,965 7,168 0.64% 0.64% 152 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 64,872 7,158 0.13% 0.13% 153 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 64,258 7,090 0.13% 0.13% 154 0 0.0% Q2 2026 Jul 20, 2026
GatePass Capital, LLC History No change 63,950 7,056 2.68% 2.68% 155 0 0.0% Q2 2026 Jul 30, 2026
GUIDANCE CAPITAL, INC History No change 63,478 6,995 1.5% 1.5% 156 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 62,276 6,872 0.13% 0.13% 157 0 0.0% Q2 2026 Aug 14, 2026
Blueprint Financial Advisors LLC History No change 61,012 6,732 0.75% 0.75% 158 0 0.0% Q2 2026 Aug 14, 2026
Onyx Bridge Wealth Group LLC History No change 59,868 6,606 0.59% 0.59% 159 0 0.0% Q2 2026 Jul 23, 2026
DAVENPORT & Co LLC History No change 59,016 6,512 0.03% 0.03% 160 0 0.0% Q2 2026 Jul 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 58,520 6,457 0.02% 0.02% 161 0 0.0% Q2 2026 Jul 28, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 58,476 6,452 0.23% 0.23% 162 0 0.0% Q2 2026 Aug 13, 2026
a16z Perennial Management, L.P. History No change 58,374 6,441 0.52% 0.52% 163 0 0.0% Q2 2026 Jul 24, 2026
PARK AVENUE SECURITIES LLC History No change 57,798 6,378 0.04% 0.04% 164 0 0.0% Q2 2026 Jul 20, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 57,793 6,376 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 56,745 6,261 0.34% 0.34% 166 0 0.0% Q2 2026 Jul 28, 2026
WEDBUSH SECURITIES INC History No change 56,474 6,232 0.16% 0.16% 167 0 0.0% Q2 2026 Jul 28, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 54,542 6,018 3.45% 3.45% 168 0 0.0% Q2 2026 Jul 15, 2026
Twelve Points Wealth Management LLC History No change 54,437 6,007 1.2% 1.2% 169 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 54,296 5,991 0.02% 0.02% 170 0 0.0% Q2 2026 Aug 07, 2026
Asset One Wealth Management LLC History No change 53,329 5,877 0.62% 0.62% 171 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 51,791 5,715 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
Capital Wealth Alliance, LLC History No change 51,639 5,698 2.64% 2.64% 173 0 0.0% Q2 2026 Jul 31, 2026
SCOTIA CAPITAL INC. History No change 51,635 5,697 0.02% 0.02% 174 0 0.0% Q2 2026 Aug 11, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 50,399 5,561 1.95% 1.95% 175 0 0.0% Q2 2026 Aug 03, 2026
RIA Advisory Group LLC History No change 50,332 5,554 1.21% 1.21% 176 0 0.0% Q2 2026 Jul 23, 2026
Luminist Capital LLC History No change 50,283 5,548 6.24% 6.24% 177 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History No change 49,690 5,483 0.12% 0.12% 178 0 0.0% Q2 2026 Jul 22, 2026
Purewater Capital LLC History No change 49,588 5,471 3.95% 3.95% 179 0 0.0% Q2 2026 Jul 28, 2026
Hixon Zuercher, LLC History No change 49,394 5,450 1.6% 1.6% 180 0 0.0% Q2 2026 Jul 20, 2026
Baring Financial LLC History No change 48,919 5,398 2.97% 2.97% 181 0 0.0% Q2 2026 Jul 08, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 47,941 5,290 0.83% 0.83% 182 0 0.0% Q2 2026 Aug 06, 2026
GTS SECURITIES LLC History No change 47,371 5,227 0.11% 0.11% 183 0 0.0% Q2 2026 Aug 14, 2026
Strategic Blueprint, LLC History No change 47,250 5,214 0.26% 0.26% 184 0 0.0% Q2 2026 Jul 23, 2026
MGO ONE SEVEN LLC History No change 47,043 5,191 0.09% 0.09% 185 0 0.0% Q2 2026 Jul 31, 2026
Orion Porfolio Solutions, LLC History No change 46,638 5,146 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 14, 2026
Financial Plan, Inc. History No change 46,426 5,123 0.49% 0.49% 187 0 0.0% Q2 2026 Aug 14, 2026
EdgeRock Capital LLC History No change 4,621 5,098 1.16% 1.16% 188 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 45,821 5,056 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 12, 2026
DOVER ADVISORS, LLC History No change 45,490 5,010 2.05% 2.05% 190 0 0.0% Q2 2026 Aug 07, 2026
Procyon Advisors, LLC History No change 45,386 5,008 0.22% 0.22% 191 0 0.0% Q2 2026 Jul 09, 2026
Calamos Wealth Management LLC History No change 45,143 4,981 0.15% 0.15% 192 0 0.0% Q2 2026 Jul 31, 2026
Ashton Thomas Private Wealth, LLC History No change 43,936 4,848 0.1% 0.1% 193 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History No change 42,908 4,734 0.03% 0.03% 194 0 0.0% Q2 2026 Jul 29, 2026
EHRLICH FINANCIAL GROUP History No change 42,892 4,733 2.43% 2.43% 195 0 0.0% Q2 2026 Jul 09, 2026
MAI Capital Management History No change 42,669 4,708 0.02% 0.02% 196 0 0.0% Q2 2026 Aug 14, 2026
TUCKER ASSET MANAGEMENT LLC History No change 41,403 4,568 1.13% 1.13% 197 0 0.0% Q2 2026 Aug 27, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 40,874 4,510 0.93% 0.93% 198 0 0.0% Q2 2026 Aug 03, 2026
EFG International AG History No change 40,581 4,478 0.08% 0.08% 199 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 40,417 4,460 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 27, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 40,024 4,412 0.63% 0.63% 201 0 0.0% Q2 2026 Aug 06, 2026
American Investment Services, Inc. History No change 39,336 4,340 0.92% 0.92% 202 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 39,313 4,338 0.04% 0.04% 203 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ALLIANCE, LLC History No change 38,804 4,282 0.36% 0.36% 204 0 0.0% Q2 2026 Aug 11, 2026
INVESTMENT HOUSE LLC History No change 38,665 4,266 0.19% 0.19% 205 0 0.0% Q2 2026 Jul 31, 2026
Heck Capital Advisors, LLC History No change 38,051 4,198 0.25% 0.25% 206 0 0.0% Q2 2026 Jul 10, 2026
Greenspring Advisors, LLC History No change 38,012 4,194 0.23% 0.23% 207 0 0.0% Q2 2026 Aug 11, 2026
Formidable Asset Management, LLC History No change 37,790 4,171 0.66% 0.66% 208 0 0.0% Q2 2026 Jul 17, 2026
PRINCIPAL SECURITIES, INC. History No change 37,573 4,146 0.05% 0.05% 209 0 0.0% Q2 2026 Aug 04, 2026
Westview Management dba Westview Investment Advisors History No change 37,159 4,100 2.01% 2.01% 210 0 0.0% Q2 2026 Jul 31, 2026
ADVISORY RESEARCH INC History No change 37,117 4,095 0.41% 0.41% 211 0 0.0% Q2 2026 Aug 13, 2026
Robinson Value Management, Ltd. History No change 36,775 4,058 2.17% 2.17% 212 0 0.0% Q2 2026 Aug 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 36,443 4,021 0.63% 0.63% 213 0 0.0% Q2 2026 Jul 15, 2026
Ridgewood Investments LLC History No change 36,318 4,007 1.5% 1.5% 214 0 0.0% Q2 2026 Aug 03, 2026
PATTON FUND MANAGEMENT, INC. History No change 36,222 3,997 0.86% 0.86% 215 0 0.0% Q2 2026 Jul 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 36,028 3,975 0.15% 0.15% 216 0 0.0% Q2 2026 Aug 14, 2026
Virtue Capital Management, LLC History No change 35,838 3,954 0.53% 0.53% 217 0 0.0% Q2 2026 Aug 05, 2026
Coppell Advisory Solutions LLC History No change 13,593 3,944 0.33% 0.33% 218 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 35,849 3,944 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 27, 2026
Walker Financial Services, Inc. History No change 35,541 3,921 1.21% 1.21% 220 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 35,298 3,895 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 14, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 34,898 3,850 0.47% 0.47% 222 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 34,737 3,833 0.08% 0.08% 223 0 0.0% Q2 2026 Jul 17, 2026
NewEdge Wealth, LLC History No change 34,595 3,817 0.04% 0.04% 224 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 34,551 3,812 0.06% 0.06% 225 0 0.0% Q2 2026 Aug 05, 2026
AE Wealth Management LLC History No change 34,470 3,803 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 03, 2026
Premier Path Wealth Partners, LLC History No change 34,233 3,777 0.43% 0.43% 227 0 0.0% Q2 2026 Jul 21, 2026
Meridian Wealth Management, LLC History No change 33,553 3,702 0.11% 0.11% 228 0 0.0% Q2 2026 Aug 05, 2026
Forum Financial Management, LP History No change 33,062 3,648 0.05% 0.05% 229 0 0.0% Q2 2026 Jul 23, 2026
Alexis Investment Partners, LLC History No change 32,973 3,638 2.13% 2.13% 230 0 0.0% Q2 2026 Jul 23, 2026
Spartan Planning & Wealth Management History No change 32,858 3,625 2.41% 2.41% 231 0 0.0% Q2 2026 Jul 22, 2026
CITIGROUP INC History No change 32,249 3,558 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 03, 2026
Trilogy Capital Inc. History No change 32,110 3,543 0.14% 0.14% 233 0 0.0% Q2 2026 Jul 02, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 31,566 3,483 0.05% 0.05% 234 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 31,453 3,470 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 30,984 3,419 0.49% 0.49% 236 0 0.0% Q2 2026 Aug 06, 2026
San Luis Wealth Advisors LLC History No change 30,852 3,404 0.51% 0.51% 237 0 0.0% Q2 2026 Jul 16, 2026
Ascent Group, LLC History No change 30,784 3,397 0.1% 0.1% 238 0 0.0% Q2 2026 Aug 03, 2026
LOWE BROCKENBROUGH & CO INC History No change 30,772 3,395 0.15% 0.15% 239 0 0.0% Q2 2026 Aug 03, 2026
Paladin Partners, LLC History No change 30,740 3,392 2.24% 2.24% 240 0 0.0% Q2 2026 Aug 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 30,676 3,385 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 19, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 30,619 3,378 0.8% 0.8% 242 0 0.0% Q2 2026 Jul 15, 2026
Camarda Financial Advisors, LLC History No change 30,367 3,350 1.01% 1.01% 243 0 0.0% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 29,382 3,242 0.33% 0.33% 244 0 0.0% Q2 2026 Jul 24, 2026
Regal Investment Advisors LLC History No change 29,351 3,238 0.17% 0.17% 245 0 0.0% Q2 2026 Aug 14, 2026
MMBG INVESTMENT ADVISORS CO. History No change 29,110 3,212 0.25% 0.25% 246 0 0.0% Q2 2026 Aug 10, 2026
Hudson Portfolio Management LLC History No change 28,310 3,124 2.36% 2.36% 247 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 28,271 3,119 0.06% 0.06% 248 0 0.0% Q2 2026 Aug 04, 2026
Private Advisor Group, LLC History No change 27,494 3,033 0.01% 0.01% 249 0 0.0% Q2 2026 Jul 27, 2026
Tower Research Capital LLC (TRC) History No change 27,241 3,006 0.07% 0.07% 250 0 0.0% Q2 2026 Aug 11, 2026
Marex Group Ltd History No change 26,634 2,939 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 26,517 2,926 0.09% 0.09% 252 0 0.0% Q2 2026 Jul 06, 2026
Institute for Wealth Management, LLC. History No change 26,357 2,908 0.26% 0.26% 253 0 0.0% Q2 2026 Jul 28, 2026
Destination Wealth Management History No change 26,339 2,906 0.07% 0.07% 254 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 26,020 2,871 0.05% 0.05% 255 0 0.0% Q2 2026 Jul 21, 2026
TBH Global Asset Management, LLC History No change 25,951 2,863 0.52% 0.52% 256 0 0.0% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History No change 25,493 2,813 0.19% 0.19% 257 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 25,467 2,810 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 10, 2026
Impact Partnership Wealth, LLC History No change 25,228 2,783 0.27% 0.27% 259 0 0.0% Q2 2026 Jul 29, 2026
Heartland Bank & Trust Co History No change 25,153 2,775 0.57% 0.57% 260 0 0.0% Q2 2026 Aug 11, 2026
Fermata Advisors, LLC History No change 25,142 2,774 0.56% 0.56% 261 0 0.0% Q2 2026 Jul 07, 2026
Argent Advisors, Inc. History No change 24,642 2,719 0.68% 0.68% 262 0 0.0% Q2 2026 Aug 05, 2026
GWN SECURITIES INC. History No change 24,628 2,717 0.45% 0.45% 263 0 0.0% Q2 2026 Aug 05, 2026
Delta Investment Management, LLC History No change 24,523 2,706 0.45% 0.45% 264 0 0.0% Q2 2026 Aug 13, 2026
KDK Private Wealth Management, LLC History No change 24,303 2,681 2.22% 2.22% 265 0 0.0% Q2 2026 Aug 12, 2026
Proficio Capital Partners LLC History No change 23,995 2,647 0.1% 0.1% 266 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History No change 23,626 2,607 0.66% 0.66% 267 0 0.0% Q2 2026 Jul 13, 2026
&PARTNERS History No change 23,277 2,568 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 23,212 2,562 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 14, 2026
Core Wealth Partners LLC History No change 23,186 2,558 1.09% 1.09% 270 0 0.0% Q2 2026 Jul 17, 2026
BLAIR WILLIAM & CO/IL History No change 22,909 2,528 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 11, 2026
Spire Wealth Management History No change 22,901 2,527 0.08% 0.08% 272 0 0.0% Q2 2026 Jul 15, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 22,811 2,517 2.0% 2.0% 273 0 0.0% Q2 2026 Aug 14, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 22,701 2,503 0.81% 0.81% 274 0 0.0% Q2 2026 Jul 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 22,668 2,501 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 22,487 2,481 0.05% 0.05% 276 0 0.0% Q2 2026 Aug 13, 2026
Realta Investment Advisors History No change 22,469 2,479 0.77% 0.77% 277 0 0.0% Q2 2026 Jul 20, 2026
Foundry Financial Group, Inc. History No change 22,184 2,448 1.06% 1.06% 278 0 0.0% Q2 2026 Jul 22, 2026
AVALON CAPITAL MANAGEMENT History No change 22,039 2,432 0.57% 0.57% 279 0 0.0% Q2 2026 Jul 16, 2026
FINANCIAL DISCOVERY GROUP INC History No change 21,916 2,418 5.16% 5.16% 280 0 0.0% Q2 2026 Jul 23, 2026
Capital Advisors, Ltd. LLC History No change 21,507 2,373 0.24% 0.24% 281 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 21,265 2,346 0.06% 0.06% 282 0 0.0% Q2 2026 Aug 04, 2026
STRATEGY ASSET MANAGERS LLC History No change 21,170 2,336 0.35% 0.35% 283 0 0.0% Q2 2026 Aug 14, 2026
Madson Wealth Advisors Inc History No change 21,156 2,334 1.59% 1.59% 284 0 0.0% Q2 2026 Jul 21, 2026
Mission Creek Capital Partners, Inc. History No change 20,712 2,285 0.4% 0.4% 285 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 20,482 2,260 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 20,019 2,209 0.04% 0.04% 287 0 0.0% Q2 2026 Aug 14, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 20,023 2,209 0.27% 0.27% 288 0 0.0% Q2 2026 Jul 09, 2026
Tempus Wealth Planning, LLC History No change 19,505 2,152 0.42% 0.42% 289 0 0.0% Q2 2026 Jul 22, 2026
BENEDICT FINANCIAL ADVISORS INC History No change 19,406 2,141 0.42% 0.42% 290 0 0.0% Q2 2026 Jul 16, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 19,410 2,141 0.34% 0.34% 291 0 0.0% Q2 2026 Jul 24, 2026
Western Wealth Management, LLC History No change 19,408 2,141 0.07% 0.07% 292 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History No change 19,122 2,110 0.26% 0.26% 293 0 0.0% Q2 2026 Jul 20, 2026
Birchcreek Wealth Management, LLC History No change 19,069 2,104 0.82% 0.82% 294 0 0.0% Q2 2026 Aug 06, 2026
SWEENEY & MICHEL, LLC History No change 18,972 2,089 0.55% 0.55% 295 0 0.0% Q2 2026 Aug 10, 2026
FLOW TRADERS U.S. LLC History No change 18,329 2,023 0.08% 0.08% 296 0 0.0% Q2 2026 Aug 14, 2026
ATX Financial Planning, LLC History No change 18,289 2,018 1.34% 1.34% 297 0 0.0% Q2 2026 Aug 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 18,012 1,987 0.23% 0.23% 298 0 0.0% Q2 2026 Jul 10, 2026
Legacy Wealth Partners, LLC History No change 18,012 1,987 0.45% 0.45% 299 0 0.0% Q2 2026 Jul 22, 2026
CENTAURUS FINANCIAL, INC. History No change 17,948 1,981 0.08% 0.08% 300 0 0.0% Q2 2026 Aug 17, 2026