iSHARES TRUST - STIP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 44,245,089 | 4,520,078 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 4,553,816 | 465,218 | 0.79% | 0.79% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,133,408 | 422,268 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,554,931 | 261,011 | 2.78% | 2.78% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,522,612 | 257,710 | 3.84% | 3.84% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 2,250,138 | 229,874 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,995,879 | 203,898 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,860,288 | 190,046 | 2.38% | 2.38% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,553,079 | 158,662 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | No change | 1,511,194 | 154,384 | 4.95% | 4.95% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,437,435 | 146,848 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,322,733 | 135,130 | 2.56% | 2.56% | 12 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,278,077 | 127,424 | 0.9% | 0.89% | 13 | +159,586 | 14.27% | Q3 2026 | Oct 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,213,731 | 123,994 | 0.57% | 0.57% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,108,855 | 113,182 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,086,681 | 111,069 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 1,014,965 | 103,688 | 3.66% | 3.66% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 989,768 | 101,114 | 0.96% | 0.96% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 964,676 | 98,551 | 1.17% | 1.17% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 938,761 | 95,903 | 9.1% | 9.1% | 20 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tortoise Investment Management, LLC | History | No change | 900,987 | 92,044 | 6.86% | 6.86% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 863,944 | 88,260 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 860,000 | 87,857 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Destination Wealth Management | History | No change | 846,480 | 86,476 | 2.02% | 2.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASECO LLP | History | No change | 800,732 | 81,778 | 2.3% | 2.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 771,097 | 78,775 | 12.85% | 12.85% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Haverford Trust Co | History | No change | 728,697 | 74,443 | 0.64% | 0.64% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abacus Planning Group, Inc. | History | No change | 705,445 | 72,068 | 8.91% | 8.91% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STATE STREET CORP | History | No change | 665,185 | 67,955 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 664,407 | 67,875 | 0.5% | 0.5% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 649,411 | 66,343 | 1.57% | 1.57% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kestra Investment Management, LLC | History | No change | 627,164 | 64,071 | 1.24% | 1.24% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | No change | 623,779 | 63,725 | 17.5% | 17.5% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 617,519 | 63,085 | 0.29% | 0.29% | 34 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 614,427 | 62,769 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 595,739 | 60,860 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 3EDGE Asset Management, LP | History | No change | 546,891 | 55,870 | 2.49% | 2.49% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 537,540 | 54,915 | 8.58% | 8.58% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 527,294 | 53,868 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 512,062 | 51,730 | 0.27% | 0.27% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 502,009 | 51,285 | 1.06% | 1.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 494,193 | 50,486 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 472,277 | 48,247 | 7.6% | 7.6% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 470,685 | 48,085 | 0.14% | 0.14% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LVW Advisors, LLC | History | No change | 431,464 | 44,078 | 3.81% | 3.81% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 416,939 | 42,594 | 2.08% | 2.08% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALTFEST L J & CO INC | History | No change | 401,268 | 40,993 | 3.98% | 3.98% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 369,657 | 37,764 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Austin Asset Management Co Inc | History | No change | 356,912 | 36,462 | 5.08% | 5.08% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 340,403 | 34,776 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpine Bank Wealth Management | History | No change | 339,975 | 34,731 | 4.46% | 4.46% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | No change | 328,813 | 33,591 | 0.61% | 0.61% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 326,147 | 33,319 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 320,695 | 32,762 | 4.29% | 4.29% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMJ Financial Wealth Management | History | No change | 314,997 | 32,580 | 7.68% | 7.68% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 315,658 | 32,247 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SYON CAPITAL LLC | History | No change | 315,195 | 32,200 | 1.4% | 1.4% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 309,836 | 32,043 | 0.53% | 0.53% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 313,586 | 32,035 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 308,643 | 31,530 | 0.31% | 0.31% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Opus Capital Group, LLC | History | No change | 292,799 | 29,912 | 2.9% | 2.9% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 290,562 | 29,683 | 0.35% | 0.35% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 288,636 | 29,487 | 1.76% | 1.76% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 268,853 | 27,466 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | No change | 271,584 | 27,455 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMITRY LLC | History | No change | 268,602 | 27,440 | 0.9% | 0.9% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DDFG, Inc | History | No change | 268,165 | 27,395 | 5.44% | 5.44% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Seneca Financial Advisors LLC | History | No change | 262,884 | 26,856 | 6.97% | 6.97% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advantage, Inc. | History | No change | 258,789 | 26,437 | 3.23% | 3.23% | 69 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 257,510 | 26,307 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROCKLAND TRUST CO | History | Added to | 260,716 | 25,993 | 0.99% | 1.01% | 71 | +8,700 | 3.45% | Q3 2026 | Oct 05, 2026 |
| ProVise Management Group, LLC | History | No change | 251,467 | 25,689 | 1.72% | 1.72% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 248,228 | 25,358 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 243,750 | 24,901 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walker Financial Services, Inc. | History | No change | 241,916 | 24,714 | 7.64% | 7.64% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 234,927 | 24,000 | 5.48% | 5.48% | 76 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 230,807 | 23,585 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCoast Asset Management LLC | History | No change | 230,741 | 23,572 | 0.52% | 0.52% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 226,904 | 23,180 | 4.25% | 4.25% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 218,961 | 22,369 | 0.15% | 0.15% | 80 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 212,741 | 21,734 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pure Financial Advisors, LLC | History | No change | 212,089 | 21,667 | 0.28% | 0.28% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 212,088 | 21,666 | 0.31% | 0.31% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SoundView Advisors Inc. | History | No change | 209,701 | 21,423 | 6.98% | 6.98% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parcion Private Wealth LLC | History | No change | 208,243 | 21,274 | 1.18% | 1.18% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Estate Counselors, LLC | History | No change | 205,090 | 20,951 | 1.8% | 1.8% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 200,597 | 20,493 | 1.5% | 1.5% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 198,408 | 20,269 | 2.64% | 2.64% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 194,533 | 19,873 | 0.46% | 0.46% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 193,971 | 19,816 | 0.38% | 0.38% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors LLC | History | No change | 192,435 | 19,659 | 1.87% | 1.87% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 188,071 | 19,213 | 3.12% | 3.12% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KWMG, LLC | History | Added to | 192,237 | 19,165 | 1.38% | 1.33% | 93 | +12,096 | 6.71% | Q3 2026 | Oct 07, 2026 |
| Main Management Fund Advisors LLC | History | No change | 184,051 | 18,803 | 1.33% | 1.33% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 184,565 | 18,665 | 1.82% | 1.82% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stadion Money Management, LLC | History | No change | 180,704 | 18,286 | 1.58% | 1.58% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 178,686 | 18,254 | 0.52% | 0.52% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 174,612 | 17,837 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 175,966 | 17,800 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 171,555 | 17,526 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 216,268 | 17,446 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 170,049 | 17,372 | 5.12% | 5.12% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 169,160 | 17,281 | 0.25% | 0.25% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 167,928 | 17,155 | 0.15% | 0.15% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 167,643 | 17,126 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northland Capital Management LLC | History | No change | 164,032 | 16,757 | 9.03% | 9.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 161,009 | 16,445 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 156,015 | 15,938 | 0.17% | 0.17% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 154,790 | 15,813 | 0.58% | 0.58% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AJ Advisors, LLC | History | No change | 153,718 | 15,703 | 4.88% | 4.88% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 147,846 | 15,103 | 6.33% | 6.33% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Money Management, LLC | History | No change | 144,295 | 14,741 | 2.11% | 2.11% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 141,936 | 14,500 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Amundi | History | No change | 138,000 | 14,098 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 134,390 | 13,729 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 134,315 | 13,721 | 0.91% | 0.91% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Park Edge Advisors, LLC | History | No change | 134,243 | 13,714 | 2.89% | 2.89% | 117 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 135,593 | 13,518 | 1.02% | 1.03% | 118 | -1,442 | -1.05% | Q3 2026 | Oct 08, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 131,643 | 13,448 | 1.17% | 1.17% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 131,609 | 13,445 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 129,075 | 13,186 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCMORGAN & CO LLC | History | No change | 128,819 | 13,160 | 1.98% | 1.98% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 128,116 | 13,088 | 0.46% | 0.46% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 126,776 | 12,951 | 4.37% | 4.37% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 128,404 | 12,801 | 7.41% | 7.16% | 125 | +13,522 | 11.77% | Q3 2026 | Oct 07, 2026 |
| Corient Private Wealth LP | History | No change | 122,705 | 12,535 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 116,210 | 11,872 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elm Partners Management LLC | History | No change | 115,464 | 11,795 | 0.35% | 0.35% | 128 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Ethos Financial Group, LLC | History | No change | 116,299 | 11,793 | 0.79% | 0.79% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 115,320 | 11,781 | 2.83% | 2.83% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Holcombe Financial, Inc. | History | No change | 114,138 | 11,660 | 6.58% | 6.58% | 131 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Talon Private Wealth, LLC | History | No change | 112,479 | 11,490 | 1.34% | 1.34% | 132 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 111,050 | 11,344 | 0.39% | 0.39% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Greenwich Wealth Management LLC | History | No change | 109,741 | 11,211 | 0.41% | 0.41% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 108,605 | 11,095 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 108,246 | 11,058 | 0.18% | 0.18% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Plan, Inc. | History | No change | 104,859 | 10,712 | 1.02% | 1.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLC Capital Advisors | History | No change | 104,401 | 10,665 | 1.72% | 1.72% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COURIER CAPITAL LLC | History | No change | 103,542 | 10,577 | 0.53% | 0.53% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Greenline Partners, LLC | History | No change | 102,861 | 10,508 | 1.07% | 1.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 101,813 | 10,401 | 2.78% | 2.78% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Columbus Macro, LLC | History | No change | 101,409 | 10,359 | 1.01% | 1.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 98,340 | 10,046 | 0.14% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 98,000 | 10,011 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Brookstone Capital Management | History | No change | 97,597 | 9,970 | 0.1% | 0.1% | 145 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST HORIZON CORP | History | No change | 97,059 | 9,915 | 0.38% | 0.38% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 96,851 | 9,894 | 0.64% | 0.64% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 96,606 | 9,869 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 95,428 | 9,748 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Buchholz LLC | History | No change | 94,283 | 9,631 | 3.47% | 3.47% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boltwood Capital Management | History | Added to | 94,575 | 9,429 | 2.13% | 0.78% | 151 | +61,435 | 185.38% | Q3 2026 | Oct 02, 2026 |
| Lutz Financial Services LLC | History | No change | 91,521 | 9,349 | 0.57% | 0.57% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 91,287 | 9,325 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Planning Navigators CORP | History | No change | 91,095 | 9,306 | 3.48% | 3.48% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 91,045 | 9,301 | 5.31% | 5.31% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trivant Custom Portfolio Group, LLC | History | No change | 90,872 | 9,286 | 4.95% | 4.95% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 90,552 | 9,250 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 89,312 | 9,124 | 0.2% | 0.2% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 88,680 | 9,059 | 5.84% | 5.84% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 87,778 | 8,967 | 6.65% | 6.65% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 86,146 | 8,800 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 84,420 | 8,416 | 5.44% | 5.32% | 162 | +5,691 | 7.23% | Q3 2026 | Oct 07, 2026 |
| Private Advisory Group LLC | History | No change | 82,255 | 8,403 | 0.45% | 0.45% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equita Financial Network, Inc. | History | No change | 80,871 | 8,261 | 2.29% | 2.29% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 80,324 | 8,205 | 3.69% | 3.69% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 79,536 | 8,125 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 79,189 | 8,089 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Trust Bank, Ltd. | History | No change | 78,354 | 8,004 | 16.06% | 16.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alhambra Investment Management LLC | History | No change | 75,763 | 7,739 | 3.38% | 3.38% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | No change | 75,596 | 7,722 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 75,419 | 7,704 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 74,321 | 7,686 | 0.31% | 0.31% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 74,752 | 7,636 | 1.83% | 1.83% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | No change | 73,999 | 7,559 | 1.63% | 1.63% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integris Wealth Management, LLC | History | No change | 73,776 | 7,536 | 1.52% | 1.52% | 175 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 75,452 | 7,522 | 1.07% | 0.05% | 176 | +71,969 | 2066.29% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 73,620 | 7,521 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Straight Path Wealth Management | History | No change | 70,819 | 7,234 | 1.69% | 1.69% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 68,770 | 7,025 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 68,447 | 6,992 | 0.68% | 0.68% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 68,435 | 6,991 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kure Advisory, LLC | History | Added to | 69,559 | 6,935 | 3.2% | 3.13% | 182 | +4,932 | 7.63% | Q3 2026 | Oct 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 67,618 | 6,907 | 0.11% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 67,008 | 6,845 | 0.12% | 0.12% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 66,640 | 6,807 | 0.41% | 0.41% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Canal Capital Management, LLC | History | No change | 66,354 | 6,778 | 0.83% | 0.83% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kiker Wealth Management, LLC | History | No change | 65,003 | 6,640 | 2.59% | 2.59% | 187 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 64,077 | 6,546 | 0.66% | 0.66% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 63,796 | 6,517 | 0.1% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City State Bank | History | No change | 63,568 | 6,494 | 1.49% | 1.49% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 62,902 | 6,426 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 61,775 | 6,310 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 61,524 | 6,285 | 3.2% | 3.2% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 61,329 | 6,268 | 0.34% | 0.34% | 194 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 60,941 | 6,224 | 0.75% | 0.75% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fischer Financial Services, Inc. | History | No change | 60,810 | 6,212 | 1.56% | 1.56% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Friedenthal Financial | History | No change | 60,547 | 6,185 | 2.86% | 2.86% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 60,345 | 6,165 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 59,736 | 6,102 | 2.18% | 2.18% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 59,141 | 6,041 | 3.72% | 3.72% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 58,981 | 6,025 | 2.49% | 2.49% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | No change | 58,383 | 5,964 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 57,757 | 5,900 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 56,754 | 5,797 | 0.33% | 0.33% | 204 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Retirement, LLC | History | No change | 56,382 | 5,741 | 0.31% | 0.31% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Indivisible Partners | History | No change | 55,503 | 5,670 | 0.32% | 0.32% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Snider Financial Group | History | No change | 55,120 | 5,631 | 1.43% | 1.43% | 207 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 54,997 | 5,618 | 0.89% | 0.89% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Performance Wealth Partners, LLC | History | No change | 54,213 | 5,538 | 0.14% | 0.14% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fund Evaluation Group, LLC | History | No change | 53,006 | 5,415 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New Capital Management LP | History | No change | 52,036 | 5,316 | 1.21% | 1.21% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Altiora Financial Group, LLC | History | No change | 51,816 | 5,293 | 0.83% | 0.83% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Slow Capital, Inc. | History | No change | 51,614 | 5,272 | 0.62% | 0.62% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SEMITAM BONAM LLC | History | No change | 51,402 | 5,251 | 3.86% | 3.86% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 50,062 | 5,114 | 0.13% | 0.13% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 49,432 | 5,049 | 1.59% | 1.59% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 48,677 | 4,972 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stone Summit Wealth LLC | History | No change | 48,521 | 4,956 | 1.26% | 1.26% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookwood Investment Group LLC | History | No change | 47,845 | 4,887 | 0.55% | 0.55% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 47,748 | 4,877 | 0.26% | 0.26% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Wealth Advisors LLC | History | No change | 47,147 | 4,816 | 3.67% | 3.67% | 221 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Royal Harbor Partners, LLC | History | No change | 46,041 | 4,703 | 1.46% | 1.46% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 47,063 | 4,692 | 2.16% | 2.21% | 223 | -588 | -1.23% | Q3 2026 | Oct 07, 2026 |
| Copia Wealth Management | History | No change | 45,340 | 4,631 | 2.78% | 2.78% | 224 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 45,000 | 4,597 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 43,998 | 4,494 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 44,107 | 4,470 | 0.11% | 0.11% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 43,737 | 4,468 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 43,300 | 4,423 | 0.7% | 0.7% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arcataur Capital Management LLC | History | No change | 43,179 | 4,411 | 1.09% | 1.09% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 42,958 | 4,388 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 42,764 | 4,365 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 42,714 | 4,363 | 0.52% | 0.52% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 42,646 | 4,317 | 0.29% | 0.29% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Greenspring Advisors, LLC | History | No change | 41,403 | 4,229 | 0.23% | 0.23% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dogwood Wealth Management LLC | History | No change | 41,235 | 4,212 | 1.66% | 1.66% | 236 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Vigilare Wealth Management | History | No change | 41,118 | 4,200 | 1.29% | 1.29% | 237 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 40,770 | 4,165 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 40,655 | 4,153 | 0.21% | 0.21% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | No change | 40,941 | 4,150 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 38,810 | 3,964 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 38,081 | 3,890 | 2.79% | 2.79% | 242 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | No change | 37,781 | 3,859 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hudson Portfolio Management LLC | History | No change | 37,523 | 3,833 | 2.9% | 2.9% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Liberty Atlantic Advisors LLC | History | No change | 37,389 | 3,819 | 2.75% | 2.75% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Echo45 Advisors LLC | History | Added to | 37,882 | 3,776 | 1.72% | 1.93% | 246 | +1,371 | 3.76% | Q3 2026 | Oct 07, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 36,814 | 3,760 | 1.26% | 1.26% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brooklyn FI, LLC | History | No change | 36,975 | 3,745 | 0.68% | 0.68% | 248 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Wealth Advisors, LLC | History | No change | 36,327 | 3,711 | 3.48% | 3.48% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trilogy Capital Inc. | History | No change | 36,238 | 3,702 | 0.14% | 0.14% | 250 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 36,278 | 3,670 | 0.48% | 0.48% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ethos Capital Management, Inc. | History | No change | 34,989 | 3,574 | 2.54% | 2.54% | 252 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | No change | 34,924 | 3,567 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regal Investment Advisors LLC | History | No change | 34,172 | 3,490 | 0.18% | 0.18% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Passive Capital Management, LLC. | History | No change | 33,912 | 3,472 | 1.09% | 1.09% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Madden Advisory Services, Inc. | History | No change | 33,682 | 3,441 | 1.23% | 1.23% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SOFI WEALTH, LLC | History | No change | 33,591 | 3,431 | 0.14% | 0.14% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 33,552 | 3,427 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 33,399 | 3,412 | 0.26% | 0.26% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 33,043 | 3,375 | 2.45% | 2.45% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Breakwater Capital Group | History | Added to | 33,157 | 3,305 | 0.39% | 0.4% | 261 | +452 | 1.38% | Q3 2026 | Oct 08, 2026 |
| Elevated Financial Group LLC | History | No change | 32,334 | 3,303 | 0.91% | 0.91% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Martin Capital Partners, LLC | History | Added to | 32,509 | 3,241 | 1.16% | 1.21% | 263 | +272 | 0.84% | Q3 2026 | Oct 07, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 32,240 | 3,214 | 1.73% | 1.69% | 264 | +2,527 | 8.5% | Q3 2026 | Oct 08, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 31,439 | 3,211 | 0.88% | 0.88% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chesley Taft & Associates LLC | History | No change | 31,375 | 3,205 | 0.12% | 0.12% | 266 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Trademark Financial Management, LLC | History | No change | 30,900 | 3,156 | 1.29% | 1.29% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Winter & Associates, Inc. | History | No change | 30,902 | 3,156 | 2.37% | 2.37% | 268 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HB Wealth Management, LLC | History | No change | 30,824 | 3,149 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 30,690 | 3,135 | 0.22% | 0.22% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | No change | 30,360 | 3,101 | 0.71% | 0.71% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 30,383 | 3,075 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 30,037 | 3,068 | 0.31% | 0.31% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carr Financial Group Corp | History | No change | 29,897 | 3,054 | 0.7% | 0.7% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CGN Advisors LLC | History | No change | 29,618 | 3,025 | 0.22% | 0.22% | 275 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 29,124 | 2,975 | 0.86% | 0.86% | 276 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 28,647 | 2,926 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 28,523 | 2,913 | 0.31% | 0.31% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beckerman Institutional, LLC | History | No change | 28,251 | 2,886 | 1.37% | 1.37% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heck Capital Advisors, LLC | History | No change | 27,546 | 2,814 | 0.17% | 0.17% | 280 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DMC Group, LLC | History | No change | 27,488 | 2,808 | 1.92% | 1.92% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Soltis Investment Advisors LLC | History | No change | 27,454 | 2,804 | 0.16% | 0.16% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Edgestream Partners, L.P. | History | No change | 27,318 | 2,790 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sellwood Investment Partners LLC | History | No change | 26,271 | 2,683 | 0.95% | 0.95% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 26,135 | 2,669 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 25,819 | 2,637 | 0.13% | 0.13% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 25,687 | 2,624 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Wealth Network Inc. | History | No change | 25,568 | 2,612 | 0.66% | 0.66% | 288 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 25,490 | 2,604 | 0.74% | 0.74% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,324 | 2,587 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlatl Advisers LLC | History | No change | 25,228 | 2,577 | 0.61% | 0.61% | 291 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 25,109 | 2,565 | 1.96% | 1.96% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | No change | 24,777 | 2,538 | 0.35% | 0.35% | 293 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 24,654 | 2,518 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 24,579 | 2,511 | 0.38% | 0.38% | 295 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | No change | 24,509 | 2,503 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Traub Capital Management LLC | History | No change | 23,947 | 2,446 | 2.18% | 2.18% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mendota Financial Group, LLC | History | Added to | 24,492 | 2,441 | 1.51% | 1.34% | 298 | +3,301 | 15.58% | Q3 2026 | Oct 07, 2026 |
| Blue Edge Capital, LLC | History | No change | 23,788 | 2,430 | 0.29% | 0.29% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Financial Advisors Inc | History | No change | 23,173 | 2,367 | 4.32% | 4.32% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |