iSHARES TRUST - SHYG

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.
Showing first 300 of 577 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ROYAL BANK OF CANADA History No change 15,196,742 644,493 0.1% 0.1% 1 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 14,202,496 602,327 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 13,266,671 562,639 0.97% 0.97% 3 0 0.0% Q2 2026 Jul 30, 2026
Empower Advisory Group, LLC History No change 13,050,164 553,457 1.32% 1.32% 4 0 0.0% Q2 2026 Aug 12, 2026
Japan Science & Technology Agency History No change 4,450,000 188,724 3.57% 3.57% 5 0 0.0% Q2 2026 Jul 30, 2026
BlackRock, Inc. History No change 4,226,615 179,250 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 3,384,414 143,532 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 07, 2026
Wealthfront Advisers LLC History No change 2,681,442 113,719 0.22% 0.22% 8 0 0.0% Q2 2026 Aug 07, 2026
NEPC LLC History No change 2,632,283 111,635 2.08% 2.08% 9 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,623,843 111,277 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
Bramshill Investments, LLC History No change 2,108,580 89,424 6.84% 6.84% 11 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,034,737 86,293 0.11% 0.11% 12 0 0.0% Q2 2026 Aug 19, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,916,056 81,259 0.1% 0.1% 13 0 0.0% Q2 2026 Jul 29, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,597,404 67,745 0.02% 0.02% 14 0 0.0% Q2 2026 Sep 23, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 1,573,240 66,721 0.14% 0.14% 15 0 0.0% Q2 2026 Aug 13, 2026
ARCH CAPITAL GROUP LTD. History No change 1,531,250 64,940 22.32% 22.32% 16 0 0.0% Q2 2026 Aug 04, 2026
WELLS FARGO & COMPANY/MN History No change 1,521,375 64,521 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 1,178,652 49,986 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 06, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,077,221 45,684 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 12, 2026
Sound Income Strategies, LLC History No change 1,017,630 43,157 1.94% 1.94% 20 0 0.0% Q2 2026 Jul 20, 2026
Cetera Investment Advisers History No change 990,960 42,026 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 879,237 37,288 0.06% 0.06% 22 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 837,457 35,516 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 761,939 32,313 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 726,574 30,813 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 13, 2026
SCOTIA CAPITAL INC. History No change 671,455 28,476 0.11% 0.11% 26 0 0.0% Q2 2026 Aug 11, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 598,401 25,378 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 17, 2026
Ninety One UK Ltd History No change 579,677 24,584 0.05% 0.05% 28 0 0.0% Q2 2026 Jul 16, 2026
Baker Avenue Asset Management, LP History No change 574,072 24,346 0.46% 0.46% 29 0 0.0% Q2 2026 Jul 28, 2026
High Probability Advisors, LLC History No change 568,588 24,113 2.58% 2.58% 30 0 0.0% Q2 2026 Jul 13, 2026
Financial Gravity Companies, Inc. History No change 560,230 23,759 3.85% 3.85% 31 0 0.0% Q2 2026 Aug 05, 2026
HighTower Advisors, LLC History No change 553,158 23,459 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 05, 2026
Creative Planning History No change 552,453 23,429 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 512,389 21,730 0.14% 0.14% 34 0 0.0% Q2 2026 Jul 20, 2026
Matthew Goff Investment Advisor, LLC History No change 482,367 20,457 3.45% 3.45% 35 0 0.0% Q2 2026 Jul 07, 2026
MML INVESTORS SERVICES, LLC History No change 480,840 20,392 0.04% 0.04% 36 0 0.0% Q2 2026 Aug 07, 2026
ATWOOD & PALMER INC History No change 465,716 19,751 1.05% 1.05% 37 0 0.0% Q2 2026 Jul 08, 2026
BlueSky Wealth Advisors, LLC History No change 453,800 19,245 2.23% 2.23% 38 0 0.0% Q2 2026 Jul 28, 2026
AMERICAN CENTURY COMPANIES INC History No change 444,098 18,834 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 442,322 18,758 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 12, 2026
Legacy Financial Group LLC History No change 441,195 18,711 2.11% 2.11% 41 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 437,857 18,571 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 431,186 18,286 0.19% 0.19% 43 0 0.0% Q2 2026 Aug 11, 2026
LOOMIS SAYLES & CO L P History No change 394,915 16,748 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 393,300 16,679 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 382,042 16,202 0.27% 0.27% 46 0 0.0% Q2 2026 Jul 31, 2026
Alesco Advisors, LLC, An ESL Co History No change 381,033 16,159 0.37% 0.37% 47 0 0.0% Q2 2026 Aug 05, 2026
Carr Financial Group Corp History No change 376,508 15,967 3.68% 3.68% 48 0 0.0% Q2 2026 Aug 06, 2026
KilterHowling LLC History No change 366,816 15,556 6.97% 6.97% 49 0 0.0% Q2 2026 Aug 11, 2026
Cascade Wealth Advisors, Inc History No change 363,259 15,311 6.15% 6.15% 50 0 0.0% Q2 2026 Aug 10, 2026
Trivium Point Advisory, LLC History No change 354,915 15,051 1.37% 1.37% 51 0 0.0% Q2 2026 Aug 06, 2026
Ascent Group, LLC History No change 337,135 14,297 0.43% 0.43% 52 0 0.0% Q2 2026 Aug 03, 2026
Belpointe Asset Management LLC History No change 337,014 14,292 0.47% 0.47% 53 0 0.0% Q2 2026 Jul 31, 2026
SWEENEY & MICHEL, LLC History No change 337,554 14,227 3.74% 3.74% 54 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 316,580 13,426 0.02% 0.02% 55 0 0.0% Q2 2026 Jul 28, 2026
AMERIPRISE FINANCIAL INC History No change 314,777 13,348 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
FORONJY FINANCIAL LLC History No change 302,880 12,845 4.72% 4.72% 57 0 0.0% Q2 2026 Jul 23, 2026
Kestra Advisory Services, LLC History No change 297,786 12,629 0.04% 0.04% 58 0 0.0% Q2 2026 Jul 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 285,175 12,094 0.15% 0.15% 59 0 0.0% Q2 2026 Jul 24, 2026
S&A Financial Services, Inc. History No change 280,282 11,886 7.26% 7.26% 60 0 0.0% Q2 2026 Jul 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 278,424 11,807 0.05% 0.05% 61 0 0.0% Q2 2026 Aug 13, 2026
Integrated Wealth Concepts LLC History No change 277,034 11,749 0.08% 0.08% 62 0 0.0% Q2 2026 Sep 08, 2026
Peak Financial Management, Inc. History No change 271,489 11,513 2.64% 2.64% 63 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Advisors, LLC History No change 271,154 11,499 0.11% 0.11% 64 0 0.0% Q2 2026 Aug 06, 2026
Twelve Points Wealth Management LLC History No change 270,157 11,457 2.3% 2.3% 65 0 0.0% Q2 2026 Aug 07, 2026
Freestate Advisors LLC History No change 265,076 11,241 8.4% 8.4% 66 0 0.0% Q2 2026 Jul 09, 2026
Waterloo Capital, L.P. History No change 253,825 10,764 0.6% 0.6% 67 0 0.0% Q2 2026 Jul 29, 2026
Powers Advisory Group, LLC History No change 251,518 10,666 3.34% 3.34% 68 0 0.0% Q2 2026 Jul 31, 2026
State of New Jersey Common Pension Fund D History No change 250,360 10,617 0.04% 0.04% 69 0 0.0% Q2 2026 Aug 04, 2026
JPMORGAN CHASE & CO History No change 247,013 10,480 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History No change 244,899 10,386 0.02% 0.02% 71 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 231,176 9,804 0.03% 0.03% 72 0 0.0% Q2 2026 Aug 13, 2026
KITCHING PARTNERS, LLC History No change 229,252 9,722 8.35% 8.35% 73 0 0.0% Q2 2026 Jul 30, 2026
Merit Financial Group, LLC History No change 215,454 9,137 0.06% 0.06% 74 0 0.0% Q2 2026 Jul 20, 2026
Cascade Financial Partners, LLC History No change 215,130 9,123 0.79% 0.79% 75 0 0.0% Q2 2026 Aug 04, 2026
Coral Wealth Management, LLC History No change 213,527 9,055 7.42% 7.42% 76 0 0.0% Q2 2026 Aug 04, 2026
Portside Wealth Group, LLC History No change 209,365 8,879 1.03% 1.03% 77 0 0.0% Q2 2026 Jul 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 208,317 8,834 0.01% 0.01% 78 0 0.0% Q2 2026 Jul 22, 2026
Curtis Advisory Group, LLC History No change 205,212 8,703 1.69% 1.69% 79 0 0.0% Q2 2026 Jul 29, 2026
INTEGRITY ALLIANCE, LLC. History No change 203,697 8,638 0.27% 0.27% 80 0 0.0% Q2 2026 Jul 31, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 201,089 8,528 0.13% 0.13% 81 0 0.0% Q2 2026 Aug 11, 2026
Gerber Kawasaki Wealth & Investment Management History No change 196,542 8,335 0.22% 0.22% 82 0 0.0% Q2 2026 Aug 07, 2026
Redhawk Wealth Advisors, Inc. History No change 180,364 7,649 0.75% 0.75% 83 0 0.0% Q2 2026 Jul 09, 2026
Towercrest Capital Management History No change 175,323 7,435 1.04% 1.04% 84 0 0.0% Q2 2026 Aug 03, 2026
Cerity Partners LLC History No change 173,081 7,340 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 171,419 7,269 0.32% 0.32% 86 0 0.0% Q2 2026 Jul 23, 2026
Stratos Wealth Partners, LTD. History No change 171,156 7,258 0.07% 0.07% 87 0 0.0% Q2 2026 Aug 11, 2026
Alexis Investment Partners, LLC History No change 171,006 7,255 4.24% 4.24% 88 0 0.0% Q2 2026 Jul 23, 2026
Avior Wealth Management, LLC History No change 169,050 7,169 0.19% 0.19% 89 0 0.0% Q2 2026 Jul 07, 2026
Livet Wealth, LLC History No change 168,489 7,145 4.12% 4.12% 90 0 0.0% Q2 2026 Jul 28, 2026
Arkadios Wealth Advisors History No change 162,058 6,872 0.1% 0.1% 91 0 0.0% Q2 2026 Aug 10, 2026
Hudock, Inc. History No change 157,723 6,689 0.86% 0.86% 92 0 0.0% Q2 2026 Jul 31, 2026
RiverFront Investment Group, LLC History No change 154,635 6,558 0.09% 0.09% 93 0 0.0% Q2 2026 Jul 29, 2026
Independent Solutions Wealth Management, LLC History No change 154,051 6,533 0.85% 0.85% 94 0 0.0% Q2 2026 Jul 29, 2026
BridgePort Financial Solutions, LLC History No change 146,455 6,211 1.58% 1.58% 95 0 0.0% Q2 2026 Jul 24, 2026
JONES FINANCIAL COMPANIES LLLP History No change 145,486 6,161 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
Manske Wealth Management History No change 145,122 6,154 1.53% 1.53% 97 0 0.0% Q2 2026 Aug 03, 2026
Portfolio Design Labs, LLC History No change 143,624 6,091 1.0% 1.0% 98 0 0.0% Q2 2026 Aug 11, 2026
COURIER CAPITAL LLC History No change 142,466 6,041 0.3% 0.3% 99 0 0.0% Q2 2026 Jul 16, 2026
Alliance Wealth Management Group History No change 142,228 6,031 1.17% 1.17% 100 0 0.0% Q2 2026 Aug 04, 2026
CreativeOne Wealth, LLC History No change 140,602 5,962 0.13% 0.13% 101 0 0.0% Q2 2026 Aug 13, 2026
Gallagher Fiduciary Advisors, LLC History No change 129,960 5,511 0.18% 0.18% 102 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT PARTNERS, LTD. History No change 128,135 5,434 1.7% 1.7% 103 0 0.0% Q2 2026 Aug 04, 2026
Norris Financial Group, LLC History No change 128,011 5,428 2.16% 2.16% 104 0 0.0% Q2 2026 Aug 05, 2026
Cadent Capital Advisors, LLC History No change 127,431 5,404 1.11% 1.11% 105 0 0.0% Q2 2026 Jul 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 125,264 5,312 0.2% 0.2% 106 0 0.0% Q2 2026 Aug 14, 2026
Madden Advisory Services, Inc. History No change 123,071 5,219 1.87% 1.87% 107 0 0.0% Q2 2026 Aug 04, 2026
Level Financial Advisors History No change 122,620 5,200 1.16% 1.16% 108 0 0.0% Q2 2026 Jul 15, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 120,358 5,104 0.27% 0.27% 109 0 0.0% Q2 2026 Aug 14, 2026
ADELL HARRIMAN & CARPENTER INC History No change 120,304 5,102 0.26% 0.26% 110 0 0.0% Q2 2026 Aug 04, 2026
JMAC ENTERPRISES LLC History No change 118,278 5,016 0.85% 0.85% 111 0 0.0% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 118,658 5,009 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 15, 2026
Friedenthal Financial History No change 116,854 4,955 2.29% 2.29% 113 0 0.0% Q2 2026 Jul 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 112,482 4,770 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 112,342 4,764 0.05% 0.05% 115 0 0.0% Q2 2026 Jul 28, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 108,428 4,598 0.22% 0.22% 116 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 108,328 4,594 0.07% 0.07% 117 0 0.0% Q2 2026 Aug 06, 2026
Atomic Invest LLC History No change 106,138 4,503 0.4% 0.4% 118 0 0.0% Q2 2026 Sep 25, 2026
Apollon Wealth Management, LLC History No change 104,252 4,421 0.05% 0.05% 119 0 0.0% Q2 2026 Jul 22, 2026
SageView Advisory Group, LLC History No change 103,914 4,406 0.14% 0.14% 120 0 0.0% Q2 2026 Aug 10, 2026
Janney Montgomery Scott LLC History No change 102,404 4,343 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 05, 2026
One Capital Management, LLC History No change 100,838 4,266 0.12% 0.12% 122 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 99,980 4,240 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
EFG International AG History No change 98,746 4,187 0.08% 0.08% 124 0 0.0% Q2 2026 Aug 14, 2026
LARCH CAPITAL PARTNERS LLC History No change 97,387 4,130 0.59% 0.59% 125 0 0.0% Q2 2026 Aug 17, 2026
Addison Capital Co History No change 93,733 3,975 0.65% 0.65% 126 0 0.0% Q2 2026 Aug 04, 2026
Optiver Holding B.V. History No change 91,248 3,869 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
CITY HOLDING CO History No change 90,746 3,847 0.43% 0.43% 128 0 0.0% Q2 2026 Jul 10, 2026
StoneX Group Inc. History No change 90,323 3,828 0.15% 0.15% 129 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 90,239 3,827 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 89,168 3,781 0.22% 0.22% 131 0 0.0% Q2 2026 Aug 03, 2026
Flavin Financial Services, Inc. History No change 87,140 3,695 2.11% 2.11% 132 0 0.0% Q2 2026 Aug 13, 2026
American Wealth Advisors, LLC History No change 85,462 3,624 3.4% 3.4% 133 0 0.0% Q2 2026 Aug 07, 2026
WEBSTER BANK, N. A. History No change 85,370 3,620 0.31% 0.31% 134 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 84,938 3,602 0.07% 0.07% 135 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 84,371 3,578 0.07% 0.07% 136 0 0.0% Q2 2026 Jul 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 84,136 3,568 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 83,621 3,546 0.29% 0.29% 138 0 0.0% Q2 2026 Aug 06, 2026
Drucker Wealth 3.0, LLC History No change 83,420 3,537 0.56% 0.56% 139 0 0.0% Q2 2026 Jul 13, 2026
OneDigital Investment Advisors LLC History No change 83,332 3,534 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 06, 2026
Dakota Wealth Management History No change 81,927 3,474 0.07% 0.07% 141 0 0.0% Q2 2026 Aug 07, 2026
Prosperity Consulting Group, LLC History No change 80,626 3,419 0.13% 0.13% 142 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 78,327 3,316 0.05% 0.05% 143 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 76,211 3,232 0.87% 0.87% 144 0 0.0% Q2 2026 Aug 07, 2026
Investments & Financial Planning, LLC History No change 73,848 3,131 1.48% 1.48% 145 0 0.0% Q2 2026 Aug 12, 2026
Virtue Capital Management, LLC History No change 72,397 3,070 0.41% 0.41% 146 0 0.0% Q2 2026 Aug 05, 2026
Future Financial Wealth Managment LLC History No change 72,749 3,058 1.91% 1.91% 147 0 0.0% Q2 2026 Jul 24, 2026
Parcion Private Wealth LLC History No change 71,771 3,043 0.17% 0.17% 148 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 70,859 2,978 0.22% 0.22% 149 0 0.0% Q2 2026 Jul 29, 2026
Endowment Wealth Management, Inc. History No change 70,113 2,973 1.15% 1.15% 150 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 69,739 2,957 0.05% 0.05% 151 0 0.0% Q2 2026 Jul 21, 2026
Essex LLC History No change 69,068 2,929 0.44% 0.44% 152 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 68,036 2,885 0.02% 0.02% 153 0 0.0% Q2 2026 Jul 17, 2026
Gateway Wealth Partners, LLC History No change 67,197 2,849 0.17% 0.17% 154 0 0.0% Q2 2026 Aug 04, 2026
REGIONS FINANCIAL CORP History No change 66,901 2,837 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 10, 2026
Composition Wealth, LLC History No change 66,297 2,811 0.03% 0.03% 156 0 0.0% Q2 2026 Jul 22, 2026
Arete Wealth Advisors, LLC History No change 66,095 2,803 0.19% 0.19% 157 0 0.0% Q2 2026 Aug 12, 2026
Etesian Wealth Advisors, Inc. History No change 66,105 2,803 0.83% 0.83% 158 0 0.0% Q2 2026 Jul 23, 2026
Center For Asset Management LLC History No change 65,132 2,762 1.23% 1.23% 159 0 0.0% Q2 2026 Jul 27, 2026
TigerOak Management, L.L.C. History No change 65,092 2,760 0.78% 0.78% 160 0 0.0% Q2 2026 Aug 11, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 64,987 2,756 1.58% 1.58% 161 0 0.0% Q2 2026 Jul 15, 2026
D L CARLSON INVESTMENT GROUP INC History No change 64,010 2,714 0.43% 0.43% 162 0 0.0% Q2 2026 Aug 11, 2026
Impact Partnership Wealth, LLC History No change 63,836 2,707 0.26% 0.26% 163 0 0.0% Q2 2026 Jul 29, 2026
S. R. Schill & Associates History No change 62,467 2,649 1.6% 1.6% 164 0 0.0% Q2 2026 Jul 15, 2026
Sigma Planning Corp History No change 61,071 2,590 0.07% 0.07% 165 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 60,804 2,578 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 30, 2026
PFG Investments, LLC History No change 60,089 2,548 0.1% 0.1% 167 0 0.0% Q2 2026 Jul 23, 2026
PRUDENTIAL FINANCIAL INC History No change 59,412 2,519 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 12, 2026
Guardian Asset Advisors, LLC History No change 59,397 2,519 1.16% 1.16% 169 0 0.0% Q2 2026 Jul 21, 2026
Rosenberg Matthew Hamilton History No change 59,273 2,513 0.47% 0.47% 170 0 0.0% Q2 2026 Jul 17, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 59,012 2,502 1.31% 1.31% 171 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 58,982 2,501 0.04% 0.04% 172 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Advisor Solutions, LLC History No change 57,921 2,456 0.02% 0.02% 173 0 0.0% Q2 2026 Aug 06, 2026
Diversified Enterprises, LLC History No change 57,208 2,426 0.12% 0.12% 174 0 0.0% Q2 2026 Jul 31, 2026
Chicago Partners Investment Group LLC History No change 57,282 2,408 0.05% 0.05% 175 0 0.0% Q2 2026 Jul 29, 2026
Owen LaRue, LLC History No change 56,799 2,408 0.84% 0.84% 176 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 55,063 2,335 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 54,363 2,305 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 54,010 2,290 0.05% 0.05% 179 0 0.0% Q2 2026 Aug 03, 2026
Cordoba Advisory Partners LLC History No change 54,019 2,290 0.49% 0.49% 180 0 0.0% Q2 2026 Jul 21, 2026
Crabel Capital Management, LLC History No change 53,901 2,285 1.67% 1.67% 181 0 0.0% Q2 2026 Aug 13, 2026
Squire Investment Management Company, LLC History No change 53,422 2,265 0.55% 0.55% 182 0 0.0% Q2 2026 Jul 28, 2026
TICINO WEALTH History No change 53,166 2,254 0.71% 0.71% 183 0 0.0% Q2 2026 Jul 20, 2026
Strategic Investment Advisors / MI History No change 52,857 2,241 0.14% 0.14% 184 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 52,159 2,212 0.03% 0.03% 185 0 0.0% Q2 2026 Aug 12, 2026
Mount Lucas Management LP History No change 52,003 2,205 0.79% 0.79% 186 0 0.0% Q2 2026 Aug 10, 2026
Thrive Capital Management, LLC History No change 51,924 2,202 0.42% 0.42% 187 0 0.0% Q2 2026 Aug 05, 2026
1834 INVESTMENT ADVISORS CO History No change 51,633 2,189 0.25% 0.25% 188 0 0.0% Q2 2026 Jul 30, 2026
Atria Investments, Inc History No change 51,241 2,173 0.02% 0.02% 189 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 50,725 2,151 0.04% 0.04% 190 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 50,602 2,146 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 17, 2026
Hofer & Associates. Inc History No change 50,392 2,137 1.03% 1.03% 192 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History No change 49,876 2,115 0.02% 0.02% 193 0 0.0% Q2 2026 Aug 14, 2026
Zuckerman Investment Group, LLC History No change 49,872 2,115 0.18% 0.18% 194 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 49,376 2,094 0.02% 0.02% 195 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History No change 49,779 2,094 0.03% 0.03% 196 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 49,779 2,094 0.03% 0.03% 197 0 0.0% Q2 2026 Jul 29, 2026
Balefire, LLC History No change 46,998 1,993 0.33% 0.33% 198 0 0.0% Q2 2026 Jul 07, 2026
Pacer Advisors, Inc. History No change 46,980 1,992 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 13, 2026
Csenge Advisory Group History No change 45,314 1,921 0.08% 0.08% 200 0 0.0% Q2 2026 Aug 10, 2026
GeoWealth Management, LLC History No change 44,418 1,883 0.06% 0.06% 201 0 0.0% Q2 2026 Jul 30, 2026
Western Wealth Management, LLC History No change 44,272 1,877 0.06% 0.06% 202 0 0.0% Q2 2026 Aug 14, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 44,195 1,874 0.24% 0.24% 203 0 0.0% Q2 2026 Jul 21, 2026
NewEdge Advisors, LLC History No change 43,591 1,848 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 12, 2026
ARQ WEALTH ADVISORS, LLC History No change 43,710 1,843 0.23% 0.23% 205 0 0.0% Q2 2026 Jul 24, 2026
Concurrent Investment Advisors, LLC History No change 43,235 1,833 0.02% 0.02% 206 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 42,694 1,810 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 13, 2026
RMG Wealth Management LLC History No change 42,730 1,802 0.19% 0.19% 208 0 0.0% Q2 2026 Aug 13, 2026
HCR Wealth Advisors History No change 41,400 1,755 0.16% 0.16% 209 0 0.0% Q2 2026 Jul 13, 2026
Sanchez Gaunt Capital Management, LLC History No change 41,070 1,741 0.97% 0.97% 210 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 40,985 1,738 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 14, 2026
AXS Investments LLC History No change 40,465 1,716 0.49% 0.49% 212 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 40,298 1,709 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 13, 2026
Sierra Capital LLC History No change 39,915 1,692 0.16% 0.16% 214 0 0.0% Q2 2026 Aug 13, 2026
Brand Asset Management Group, Inc. History No change 39,652 1,681 0.37% 0.37% 215 0 0.0% Q2 2026 Aug 12, 2026
Sandro Wealth Management LLC History No change 38,722 1,642 1.19% 1.19% 216 0 0.0% Q2 2026 Aug 06, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 38,069 1,614 0.92% 0.92% 217 0 0.0% Q2 2026 Aug 10, 2026
Factor Wealth Management LTD History No change 38,018 1,612 0.24% 0.24% 218 0 0.0% Q2 2026 Jul 07, 2026
Sterling Investment Counsel, LLC History No change 37,038 1,570 0.37% 0.37% 219 0 0.0% Q2 2026 Jul 20, 2026
IFP Advisors, Inc History No change 36,491 1,547 0.03% 0.03% 220 0 0.0% Q2 2026 Jul 20, 2026
Guidance Point Advisors, LLC History No change 36,281 1,539 0.32% 0.32% 221 0 0.0% Q2 2026 Jul 31, 2026
Capital Analysts, LLC History No change 35,914 1,523 0.04% 0.04% 222 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History No change 35,516 1,506 0.02% 0.02% 223 0 0.0% Q2 2026 Jul 15, 2026
Envestnet Portfolio Solutions, Inc. History No change 35,437 1,502 0.01% 0.01% 224 0 0.0% Q2 2026 Sep 23, 2026
PLANNING DIRECTIONS INC History No change 35,255 1,495 0.69% 0.69% 225 0 0.0% Q2 2026 Aug 10, 2026
TriaGen Wealth Management LLC History No change 34,932 1,481 0.37% 0.37% 226 0 0.0% Q2 2026 Jul 21, 2026
Canvas Wealth Advisors, LLC History No change 34,663 1,470 0.21% 0.21% 227 0 0.0% Q2 2026 Jul 10, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 34,307 1,454 0.43% 0.43% 228 0 0.0% Q2 2026 Jul 14, 2026
Western Financial Corp/CA History No change 34,214 1,451 0.42% 0.42% 229 0 0.0% Q2 2026 Jul 22, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 33,583 1,424 0.09% 0.09% 230 0 0.0% Q2 2026 Jul 23, 2026
Columbia Bank History No change 33,144 1,405 0.32% 0.32% 231 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 32,948 1,397 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 18, 2026
FIRST CITIZENS BANK & TRUST CO History No change 32,899 1,395 0.02% 0.02% 233 0 0.0% Q2 2026 Jul 13, 2026
Bakala Capital LLC History No change 32,864 1,393 6.1% 6.1% 234 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 32,452 1,376 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 29, 2026
49 WEALTH MANAGEMENT, LLC History No change 32,444 1,375 0.26% 0.26% 236 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 32,444 1,375 0.26% 0.26% 237 0 0.0% Q2 2026 Aug 14, 2026
Obsido Oy History No change 32,060 1,359 0.73% 0.73% 238 0 0.0% Q2 2026 Aug 14, 2026
NorthStar Asset Management LLC /NJ/ History No change 31,516 1,336 0.54% 0.54% 239 0 0.0% Q2 2026 Aug 05, 2026
Compound Planning, Inc. History No change 31,252 1,325 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 31,069 1,317 0.02% 0.02% 241 0 0.0% Q2 2026 Aug 18, 2026
MILLENNIUM MANAGEMENT LLC History No change 30,575 1,296 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 14, 2026
TFB Advisors LLC History No change 30,084 1,275 0.56% 0.56% 243 0 0.0% Q2 2026 Aug 06, 2026
Claro Advisors Inc. History No change 29,822 1,264 0.13% 0.13% 244 0 0.0% Q2 2026 Jul 30, 2026
PRINCIPAL SECURITIES, INC. History No change 29,335 1,244 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 04, 2026
Cogent Private Wealth, Inc. History No change 29,299 1,242 0.78% 0.78% 246 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 29,150 1,236 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 07, 2026
21 West Wealth Management LLC History No change 29,071 1,232 1.05% 1.05% 248 0 0.0% Q2 2026 Jul 13, 2026
Tidal Investments LLC History No change 29,162 1,229 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
Resurgent Financial Advisors LLC History No change 28,912 1,226 0.34% 0.34% 250 0 0.0% Q2 2026 Aug 14, 2026
Sage Advisory Services, Ltd.Co. History No change 28,650 1,215 0.6% 0.6% 251 0 0.0% Q2 2026 Jul 22, 2026
Summit Wealth Partners, LLC History No change 28,228 1,197 0.17% 0.17% 252 0 0.0% Q2 2026 Aug 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 28,187 1,195 0.03% 0.03% 253 0 0.0% Q2 2026 Aug 10, 2026
Entelevest, LLC History No change 28,130 1,192 1.02% 1.02% 254 0 0.0% Q2 2026 Jul 22, 2026
Klaas Financial Asset Advisors, LLC History No change 27,682 1,173 0.15% 0.15% 255 0 0.0% Q2 2026 Jul 15, 2026
Prime Capital Investment Advisors, LLC History No change 27,640 1,172 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 05, 2026
NORDEN GROUP LLC History No change 27,411 1,162 0.1% 0.1% 257 0 0.0% Q2 2026 Jul 29, 2026
IPG Investment Advisors LLC History No change 27,378 1,161 0.17% 0.17% 258 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 27,200 1,153 0.02% 0.02% 259 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 26,849 1,138 0.06% 0.06% 260 0 0.0% Q2 2026 Jul 10, 2026
FIRST HAWAIIAN BANK History No change 26,628 1,129 0.14% 0.14% 261 0 0.0% Q2 2026 Jul 13, 2026
Regal Investment Advisors LLC History No change 25,430 1,078 0.06% 0.06% 262 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 25,177 1,067 0.04% 0.04% 263 0 0.0% Q2 2026 Aug 06, 2026
Oakmont Advisory Group, LLC History No change 25,114 1,065 0.89% 0.89% 264 0 0.0% Q2 2026 Aug 03, 2026
Portfolio Strategies, Inc. History No change 24,589 1,042 0.1% 0.1% 265 0 0.0% Q2 2026 Aug 10, 2026
KINTRA WEALTH, LLC History No change 24,468 1,034 0.05% 0.05% 266 0 0.0% Q2 2026 Aug 14, 2026
Pinion Investment Advisors, LLC History No change 23,932 1,014 0.19% 0.19% 267 0 0.0% Q2 2026 Aug 06, 2026
SEEDS INVESTOR LLC History No change 23,811 1,009 0.1% 0.1% 268 0 0.0% Q2 2026 Aug 12, 2026
RWA WEALTH PARTNERS, LLC History No change 22,656 960 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 07, 2026
Advisor OS, LLC History No change 22,303 945 0.06% 0.06% 270 0 0.0% Q2 2026 Aug 05, 2026
Everstar Asset Management, LLC History No change 22,260 944 0.46% 0.46% 271 0 0.0% Q2 2026 Aug 03, 2026
Blankinship & Foster, LLC History No change 21,940 930 0.19% 0.19% 272 0 0.0% Q2 2026 Jul 30, 2026
SHP Wealth Management History No change 21,650 918 0.06% 0.06% 273 0 0.0% Q2 2026 Aug 11, 2026
Darden Wealth Group Inc History No change 21,239 900 0.36% 0.36% 274 0 0.0% Q2 2026 Aug 06, 2026
NATIONAL BANK OF CANADA /FI/ History No change 21,113 895 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 10, 2026
Wallace Advisory Group, LLC History No change 21,117 895 0.84% 0.84% 276 0 0.0% Q2 2026 Aug 03, 2026
Independent Wealth Network Inc. History No change 20,942 888 0.23% 0.23% 277 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 20,835 883 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 14, 2026
Destiny Capital Corp/CO History No change 20,534 870 0.4% 0.4% 279 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 20,194 856 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 27, 2026
UPTICK PARTNERS, LLC History No change 19,721 836 0.13% 0.13% 281 0 0.0% Q2 2026 Aug 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 19,625 832 0.04% 0.04% 282 0 0.0% Q2 2026 Jul 28, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 19,622 827 0.27% 0.27% 283 0 0.0% Q2 2026 Aug 13, 2026
Tudor Financial Inc. History No change 19,438 824 0.37% 0.37% 284 0 0.0% Q2 2026 Aug 10, 2026
HBK Sorce Advisory LLC History No change 19,545 822 0.02% 0.02% 285 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 19,233 815 0.02% 0.02% 286 0 0.0% Q2 2026 Jul 07, 2026
City Center Advisors, LLC History No change 19,223 815 0.66% 0.66% 287 0 0.0% Q2 2026 Jul 06, 2026
IEQ CAPITAL, LLC History No change 19,208 814 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 11, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 19,190 812 0.09% 0.09% 289 0 0.0% Q2 2026 Jul 23, 2026
ALLIANCEBERNSTEIN L.P. History No change 18,943 801 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 14, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 18,808 797 0.23% 0.23% 291 0 0.0% Q2 2026 Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 18,607 789 0.01% 0.01% 292 0 0.0% Q2 2026 Jul 28, 2026
Oasis Advisors, LLC History No change 18,623 789 0.51% 0.51% 293 0 0.0% Q2 2026 Jul 30, 2026
Round Rock Advisors LLC History No change 18,484 783 0.1% 0.1% 294 0 0.0% Q2 2026 Aug 12, 2026
Montecito Bank & Trust History No change 18,870 778 0.12% 0.12% 295 0 0.0% Q3 2026 Oct 01, 2026
Financial Network Wealth Advisors LLC History No change 18,350 778 0.79% 0.79% 296 0 0.0% Q2 2026 Jul 29, 2026
Advisory Solutions Group, LLC History No change 18,366 778 0.26% 0.26% 297 0 0.0% Q2 2026 Jul 29, 2026
APS Management Group, Inc. History No change 18,248 773 0.59% 0.59% 298 0 0.0% Q2 2026 Jul 10, 2026
CITADEL ADVISORS LLC History No change 18,136 769 0.0% 0.0% 299 0 0.0% Q2 2026 Sep 02, 2026
Betterment LLC History No change 18,140 769 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 14, 2026