iSHARES TRUST - SHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 23,782,177 | 1,952,754 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,086,882 | 1,731,443 | 2.64% | 2.64% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 17,222,354 | 1,414,127 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 12,621,912 | 1,036,385 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 11,506,634 | 944,809 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,027,794 | 741,813 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,154,693 | 509,707 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,682,654 | 466,602 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,600,457 | 459,853 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 5,477,221 | 449,734 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,038,978 | 413,750 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,710,588 | 386,786 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 4,577,908 | 375,892 | 0.65% | 0.65% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,344,176 | 356,700 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 3,545,364 | 291,109 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,485,702 | 286,211 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,345,948 | 274,735 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PineBridge Investments Asia Ltd | History | No change | 2,773,000 | 227,691 | 77.87% | 77.87% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,766,431 | 227,151 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,676,009 | 219,727 | 0.26% | 0.26% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 2,479,279 | 203,573 | 0.25% | 0.25% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,125,383 | 174,515 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AIA Group Ltd | History | No change | 1,425,189 | 117,022 | 1.47% | 1.47% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,400,733 | 115,014 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 1,210,138 | 99,364 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,198,032 | 98,370 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,178,400 | 96,758 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Smithfield Trust Co | History | No change | 1,141,250 | 93,710 | 3.74% | 3.74% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | No change | 1,133,190 | 93,046 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | No change | 1,053,819 | 86,529 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,026,401 | 84,277 | 9.34% | 9.34% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Americana Partners, LLC | History | No change | 993,588 | 81,583 | 1.84% | 1.84% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quent Capital, LLC | History | No change | 944,744 | 77,572 | 4.76% | 4.76% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 910,823 | 74,787 | 0.14% | 0.14% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 898,751 | 73,813 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 870,227 | 71,454 | 0.91% | 0.91% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | No change | 849,764 | 69,774 | 0.83% | 0.83% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 843,777 | 69,282 | 2.11% | 2.11% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 837,714 | 68,784 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 818,344 | 67,194 | 1.23% | 1.23% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 817,585 | 67,131 | 0.37% | 0.37% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 814,969 | 66,917 | 0.18% | 0.18% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 775,709 | 63,693 | 2.37% | 2.37% | 43 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 773,885 | 63,543 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATWOOD & PALMER INC | History | Added to | 766,834 | 62,266 | 3.2% | 3.21% | 45 | +34,715 | 4.74% | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 739,930 | 60,755 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 727,713 | 59,752 | 1.05% | 1.05% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 708,259 | 58,155 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 669,900 | 55,005 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fisher Asset Management, LLC | History | No change | 654,407 | 53,733 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANZ SE | History | No change | 628,900 | 51,638 | 0.54% | 0.54% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 626,684 | 51,457 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | No change | 605,726 | 49,736 | 0.7% | 0.7% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 583,186 | 47,885 | 0.33% | 0.33% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silicon Valley Capital Partners | History | No change | 576,059 | 47,300 | 3.83% | 3.83% | 55 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 575,332 | 47,240 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 550,188 | 45,175 | 0.28% | 0.28% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| America First Investment Advisors, LLC | History | No change | 535,584 | 43,976 | 8.16% | 8.16% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 513,367 | 41,685 | 0.29% | 0.3% | 59 | +44,497 | 9.49% | Q3 2026 | Oct 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 484,807 | 39,807 | 0.45% | 0.45% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 481,437 | 39,530 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 476,187 | 39,099 | 0.75% | 0.75% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Advisors / MI | History | No change | 458,650 | 37,659 | 2.28% | 2.28% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 449,563 | 36,933 | 0.23% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 434,450 | 35,673 | 0.1% | 0.1% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 427,389 | 35,092 | 0.12% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 421,143 | 34,580 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 411,860 | 33,747 | 5.23% | 5.23% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 410,527 | 33,708 | 0.17% | 0.17% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 407,521 | 33,461 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 406,753 | 33,398 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 459,741 | 33,141 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 400,907 | 32,918 | 0.93% | 0.93% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 399,031 | 32,764 | 0.23% | 0.23% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edge Wealth Management LLC | History | No change | 393,457 | 32,306 | 5.44% | 5.44% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners OCIO LLC | History | No change | 393,387 | 32,300 | 1.63% | 1.63% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 389,010 | 31,941 | 1.33% | 1.33% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 369,227 | 30,317 | 0.14% | 0.14% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 365,570 | 30,016 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Curi Capital, LLC | History | No change | 363,486 | 29,845 | 0.46% | 0.46% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 361,991 | 29,723 | 0.34% | 0.34% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCoast Asset Management LLC | History | No change | 355,292 | 29,173 | 0.65% | 0.65% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Proficio Capital Partners LLC | History | No change | 354,385 | 29,098 | 1.04% | 1.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 335,614 | 27,557 | 0.43% | 0.43% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Santa Clara Valley Transportation Authority | History | No change | 334,415 | 27,458 | 21.26% | 21.26% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 332,037 | 27,263 | 4.39% | 4.39% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 330,048 | 27,100 | 10.56% | 10.56% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 328,601 | 26,981 | 3.0% | 3.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 326,906 | 26,841 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Fiduciary Group, LLC | History | No change | 321,396 | 26,389 | 2.07% | 2.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 320,887 | 26,348 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 320,294 | 26,299 | 0.66% | 0.66% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 318,760 | 26,198 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 315,443 | 25,901 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 303,706 | 24,937 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 301,092 | 24,723 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 300,808 | 24,699 | 0.39% | 0.39% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 299,198 | 24,567 | 1.74% | 1.74% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 288,562 | 23,693 | 0.29% | 0.29% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 281,607 | 23,122 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clarity Financial LLC | History | No change | 266,695 | 21,898 | 1.86% | 1.86% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 265,473 | 21,797 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Trust Asset Management, LLC | History | No change | 265,342 | 21,787 | 6.81% | 6.81% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| West Virginia University Foundation, Inc | History | No change | 261,567 | 21,477 | 1.75% | 1.75% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 261,185 | 21,445 | 0.61% | 0.61% | 105 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CVS HEALTH Corp | History | No change | 258,100 | 21,192 | 9.41% | 9.41% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 255,720 | 20,997 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 255,546 | 20,982 | 0.63% | 0.63% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 255,245 | 20,958 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 254,998 | 20,937 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | No change | 252,127 | 20,702 | 9.67% | 9.67% | 111 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ballast, Inc. | History | No change | 245,825 | 20,184 | 3.81% | 3.81% | 112 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ridgepath Capital Management LLC | History | No change | 244,221 | 20,052 | 8.85% | 8.85% | 113 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Procyon Advisors, LLC | History | No change | 240,948 | 19,784 | 0.85% | 0.85% | 114 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 239,897 | 19,698 | 0.23% | 0.23% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevate Capital Advisors, LLC | History | No change | 234,728 | 19,273 | 10.6% | 10.6% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 231,566 | 19,013 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Barry Investment Advisors, LLC | History | No change | 229,559 | 18,849 | 3.94% | 3.94% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DT Investment Partners, LLC | History | No change | 228,347 | 18,749 | 1.4% | 1.4% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Portfolio Design Labs, LLC | History | No change | 226,022 | 18,558 | 3.04% | 3.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sollinda Capital Management LLC | History | No change | 225,674 | 18,530 | 3.96% | 3.96% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Retirement, LLC | History | No change | 225,123 | 18,481 | 1.01% | 1.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 224,454 | 18,431 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 222,852 | 18,298 | 0.16% | 0.16% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MBL Wealth, LLC | History | No change | 213,461 | 17,527 | 1.2% | 1.2% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Acorns Advisers, LLC | History | No change | 213,105 | 17,498 | 0.11% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGHT 2811, INC. | History | No change | 210,540 | 17,287 | 6.69% | 6.69% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 210,022 | 17,244 | 0.73% | 0.73% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 208,093 | 17,086 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 207,508 | 17,038 | 0.36% | 0.36% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empowered Funds, LLC | History | No change | 207,164 | 16,959 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 204,045 | 16,847 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innova Wealth Partners | History | No change | 192,708 | 15,823 | 6.48% | 6.48% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 192,260 | 15,785 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Core Capital Management & Research, inc. | History | No change | 192,124 | 15,754 | 8.28% | 8.28% | 135 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 191,530 | 15,726 | 2.9% | 2.9% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 191,523 | 15,725 | 0.55% | 0.55% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northstar Advisory Group, LLC | History | No change | 188,803 | 15,502 | 4.81% | 4.81% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 187,659 | 15,408 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 185,637 | 15,242 | 7.35% | 7.35% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 184,359 | 15,137 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 183,465 | 15,064 | 1.96% | 1.96% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| StrongBox Wealth, LLC | History | No change | 182,124 | 14,954 | 4.26% | 4.26% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 180,492 | 14,820 | 0.27% | 0.27% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 179,273 | 14,720 | 0.22% | 0.22% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 178,384 | 14,598 | 1.2% | 1.2% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ifrah Financial Services, Inc. | History | No change | 175,417 | 14,403 | 3.52% | 3.52% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 171,523 | 14,084 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Broyhill Asset Management, LLC | History | No change | 166,873 | 13,701 | 12.18% | 12.18% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 1832 Asset Management L.P. | History | No change | 158,913 | 13,048 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 155,453 | 12,764 | 0.66% | 0.66% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 155,168 | 12,740 | 0.58% | 0.58% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | No change | 154,574 | 12,692 | 0.13% | 0.13% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 153,791 | 12,627 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 153,197 | 12,579 | 9.19% | 9.19% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 151,379 | 12,429 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Added to | 152,694 | 12,392 | 0.16% | 0.04% | 157 | +116,984 | 327.59% | Q3 2026 | Oct 08, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 149,887 | 12,307 | 1.24% | 1.24% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 149,814 | 12,301 | 1.51% | 1.51% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 148,847 | 12,221 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Advisors, Inc. | History | No change | 148,295 | 12,176 | 3.05% | 3.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 145,456 | 11,943 | 1.38% | 1.38% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 145,222 | 11,924 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 145,006 | 11,906 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRITERIA CAIXA, S.A.U. | History | No change | 2,000,000 | 11,894 | 50.3% | 50.3% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Convergence Financial, LLC | History | No change | 144,708 | 11,881 | 0.94% | 0.94% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 143,663 | 11,796 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 143,218 | 11,759 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 139,864 | 11,484 | 1.13% | 1.13% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 138,410 | 11,364 | 0.73% | 0.73% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MBA Advisors LLC | History | No change | 138,014 | 11,332 | 3.81% | 3.81% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shira Ridge Wealth Management | History | Added to | 138,690 | 11,261 | 3.91% | 3.56% | 172 | +14,254 | 11.45% | Q3 2026 | Oct 08, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 137,118 | 11,258 | 0.21% | 0.21% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pointe Capital Management LLC | History | No change | 136,813 | 11,233 | 5.03% | 5.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 136,583 | 11,214 | 0.17% | 0.17% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 135,168 | 11,098 | 0.67% | 0.67% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allianz Asset Management GmbH | History | No change | 134,928 | 11,078 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | No change | 134,584 | 11,050 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 134,335 | 11,030 | 2.17% | 2.17% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Management LLC | History | No change | 133,271 | 10,943 | 0.74% | 0.74% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 127,822 | 10,493 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 127,224 | 10,446 | 3.2% | 3.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 126,337 | 10,258 | 0.68% | 0.5% | 183 | +31,699 | 33.5% | Q3 2026 | Oct 08, 2026 |
| Pure Financial Advisors, LLC | History | No change | 123,851 | 10,169 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 121,900 | 10,009 | 1.02% | 1.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 121,281 | 9,965 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Wealthcare LLC | History | Added to | 122,440 | 9,942 | 3.15% | 2.78% | 187 | +16,692 | 15.78% | Q3 2026 | Oct 02, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 121,755 | 9,886 | 4.54% | 4.66% | 188 | -2,993 | -2.4% | Q3 2026 | Oct 07, 2026 |
| LWM ADVISORS INC | History | Reduced | 120,443 | 9,780 | 7.38% | 7.46% | 189 | -1,471 | -1.21% | Q3 2026 | Oct 08, 2026 |
| Symmetry Partners, LLC | History | No change | 119,092 | 9,778 | 0.5% | 0.5% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 118,056 | 9,693 | 2.18% | 2.18% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 117,668 | 9,661 | 0.26% | 0.26% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 117,175 | 9,621 | 3.32% | 3.32% | 193 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 116,587 | 9,572 | 2.58% | 2.58% | 194 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Range Advisory, LLC | History | No change | 116,043 | 9,528 | 1.13% | 1.13% | 195 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 115,086 | 9,449 | 0.96% | 0.96% | 196 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heck Capital Advisors, LLC | History | No change | 114,688 | 9,417 | 0.56% | 0.56% | 197 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| World Investment Advisors | History | No change | 113,761 | 9,392 | 0.16% | 0.16% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 114,361 | 9,390 | 2.86% | 2.86% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BayBridge Capital Group, LLC | History | No change | 112,758 | 9,258 | 4.82% | 4.82% | 200 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 111,404 | 9,147 | 3.61% | 3.61% | 201 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 110,511 | 9,074 | 0.55% | 0.55% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 110,415 | 9,066 | 4.49% | 4.49% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 109,749 | 9,011 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alamar Capital Management, LLC | History | No change | 109,659 | 9,004 | 4.55% | 4.55% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PALLADIEM, LLC | History | No change | 108,950 | 8,945 | 8.68% | 8.68% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 108,868 | 8,939 | 1.03% | 1.03% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 108,042 | 8,876 | 0.11% | 0.11% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 108,034 | 8,870 | 0.44% | 0.44% | 209 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Waverly Advisors, LLC | History | No change | 107,804 | 8,851 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invariant Investment Management | History | Added to | 107,818 | 8,738 | 5.05% | 5.14% | 211 | +824 | 0.77% | Q3 2026 | Oct 08, 2026 |
| SIH Partners, LLLP | History | No change | 105,126 | 8,631 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 104,938 | 8,616 | 0.39% | 0.39% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Eley Financial Management, Inc | History | No change | 104,921 | 8,615 | 2.79% | 2.79% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 104,873 | 8,611 | 2.44% | 2.44% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Edgestream Partners, L.P. | History | No change | 104,759 | 8,601 | 0.26% | 0.26% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 104,738 | 8,600 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Spire Wealth Management | History | No change | 103,964 | 8,536 | 0.26% | 0.26% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 103,125 | 8,467 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 101,922 | 8,368 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 101,199 | 8,309 | 1.79% | 1.79% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DURANTE & WATERS, LLC | History | No change | 100,742 | 8,271 | 5.42% | 5.42% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cascade Financial Partners, LLC | History | No change | 99,694 | 8,185 | 0.71% | 0.71% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 99,325 | 8,155 | 0.15% | 0.15% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 99,113 | 8,138 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 98,604 | 8,096 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Members Trust Co | History | No change | 93,370 | 7,666 | 0.24% | 0.24% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 93,147 | 7,648 | 2.21% | 2.21% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 92,161 | 7,567 | 0.4% | 0.4% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 92,164 | 7,567 | 1.71% | 1.71% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 91,691 | 7,528 | 4.32% | 4.32% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 91,137 | 7,483 | 0.18% | 0.18% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 90,799 | 7,456 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 91,782 | 7,452 | 1.75% | 2.19% | 234 | -18,860 | -17.05% | Q3 2026 | Oct 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 90,436 | 7,425 | 1.05% | 1.05% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 90,281 | 7,412 | 0.34% | 0.34% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 89,618 | 7,358 | 0.42% | 0.42% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 89,004 | 7,308 | 0.52% | 0.52% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Layline Advisors, LLC | History | No change | 87,562 | 7,189 | 6.45% | 6.45% | 239 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Boltwood Capital Management | History | Added to | 88,031 | 7,148 | 1.61% | 1.57% | 240 | +4,611 | 5.53% | Q3 2026 | Oct 02, 2026 |
| Ancora Advisors LLC | History | No change | 86,851 | 7,131 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 86,498 | 7,102 | 0.93% | 0.93% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Napier Financial, LLC | History | No change | 85,389 | 7,011 | 1.46% | 1.46% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 85,172 | 6,993 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mount Lucas Management LP | History | No change | 84,507 | 6,938 | 2.47% | 2.47% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 84,438 | 6,933 | 0.4% | 0.4% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NBT BANK, N.A. | History | No change | 83,433 | 6,850 | 0.45% | 0.45% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Westwood Wealth Management | History | No change | 82,750 | 6,794 | 1.97% | 1.97% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 82,587 | 6,781 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kooman & Associates | History | No change | 82,245 | 6,753 | 1.81% | 1.81% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 79,934 | 6,563 | 0.58% | 0.58% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bison Wealth, LLC | History | No change | 78,905 | 6,468 | 0.59% | 0.59% | 252 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Modus Advisors, LLC | History | No change | 78,243 | 6,424 | 1.59% | 1.59% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 77,940 | 6,399 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kiker Wealth Management, LLC | History | No change | 77,686 | 6,378 | 2.49% | 2.49% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Independent Wealth Advisors LLC | History | No change | 77,563 | 6,368 | 5.76% | 5.76% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 76,225 | 6,258 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 75,973 | 6,238 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 76,053 | 6,230 | 0.92% | 0.92% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | No change | 75,736 | 6,218 | 1.43% | 1.43% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Well Done, LLC | History | No change | 74,778 | 6,140 | 0.83% | 0.83% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 74,306 | 6,135 | 4.37% | 4.37% | 262 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| CPR Investments Inc. | History | No change | 74,577 | 6,123 | 4.71% | 4.71% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capasso Planning Partners LLC | History | No change | 74,526 | 6,119 | 3.05% | 3.05% | 264 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Financial Network, Inc. | History | No change | 74,405 | 6,109 | 0.19% | 0.19% | 265 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 74,137 | 6,087 | 0.22% | 0.22% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Oxbow Advisors, LLC | History | No change | 74,065 | 6,081 | 0.49% | 0.49% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 73,724 | 6,053 | 2.08% | 2.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Blueprint, LLC | History | No change | 73,517 | 6,036 | 0.3% | 0.3% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 73,325 | 6,020 | 0.5% | 0.5% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Wealth Advisors, LLC | History | No change | 73,107 | 6,002 | 5.63% | 5.63% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Koa Wealth Management, LLC | History | No change | 73,075 | 6,000 | 4.08% | 4.08% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 72,255 | 5,932 | 0.07% | 0.07% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glenview Trust Co | History | No change | 72,231 | 5,930 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 71,729 | 5,889 | 3.8% | 3.8% | 275 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Thayer Partners, LLC / MA | History | No change | 71,247 | 5,850 | 2.42% | 2.42% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Perigon Wealth Management, LLC | History | No change | 70,593 | 5,796 | 0.09% | 0.09% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 70,033 | 5,750 | 0.49% | 0.49% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 69,659 | 5,719 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 69,455 | 5,702 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 69,117 | 5,675 | 0.77% | 0.77% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Biltmore Family Office, LLC | History | No change | 67,774 | 5,564 | 0.73% | 0.73% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 67,859 | 5,564 | 1.19% | 1.19% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 67,732 | 5,561 | 1.02% | 1.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 67,562 | 5,547 | 1.13% | 1.13% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Banco Santander, S.A. | History | No change | 67,368 | 5,531 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 67,264 | 5,523 | 0.25% | 0.25% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 67,235 | 5,520 | 2.5% | 2.5% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aries Wealth Management | History | No change | 67,145 | 5,513 | 1.08% | 1.08% | 289 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| National Philanthropic Trust | History | No change | 66,890 | 5,492 | 0.08% | 0.08% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 66,578 | 5,466 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bienville Capital Management, LLC | History | No change | 66,573 | 5,466 | 0.73% | 0.73% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEMITAM BONAM LLC | History | No change | 66,497 | 5,460 | 4.01% | 4.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 66,128 | 5,430 | 0.22% | 0.22% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 66,108 | 5,428 | 0.3% | 0.3% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 65,894 | 5,410 | 0.21% | 0.21% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 65,859 | 5,407 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 65,587 | 5,385 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 65,541 | 5,321 | 0.57% | 0.17% | 299 | +47,137 | 256.12% | Q3 2026 | Oct 07, 2026 |
| One Day In July LLC | History | No change | 64,742 | 5,315 | 0.37% | 0.37% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |