iSHARES TRUST - SUB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 10,837,871 | 1,153,908 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,432,746 | 1,110,774 | 1.37% | 1.37% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MORGAN STANLEY | History | No change | 5,576,953 | 593,778 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,609,257 | 481,851 | 0.08% | 0.08% | 4 | -136,432 | -2.87% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 3,083,779 | 328,329 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 3,072,365 | 321,185 | 0.18% | 0.18% | 6 | +117,810 | 3.99% | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,950,954 | 314,188 | 0.28% | 0.28% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,551,444 | 165,182 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 1,548,601 | 161,890 | 0.05% | 0.05% | 9 | +17,156 | 1.12% | Q3 2026 | Nov 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,388,673 | 147,852 | 0.23% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,225,020 | 130,427 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,139,510 | 121,281 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,024,779 | 109,108 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 953,664 | 101,536 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robinhood Asset Management, LLC | History | No change | 901,267 | 95,957 | 5.13% | 5.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 856,767 | 91,217 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 850,660 | 90,569 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 813,111 | 86,571 | 0.3% | 0.3% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 751,428 | 80,004 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 742,589 | 79,063 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 739,423 | 77,299 | 6.41% | 6.36% | 21 | +12,712 | 1.75% | Q3 2026 | Oct 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 683,248 | 71,426 | 3.14% | 0.14% | 22 | +654,504 | 2277.01% | Q3 2026 | Oct 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 680,590 | 71,148 | 0.21% | 0.22% | 23 | +5,300 | 0.78% | Q3 2026 | Oct 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 624,527 | 66,493 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 590,539 | 62,874 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 599,280 | 62,649 | 1.7% | 0.37% | 26 | +478,996 | 398.22% | Q3 2026 | Oct 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 567,623 | 60,446 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 546,803 | 57,162 | 0.07% | 0.07% | 28 | +20,010 | 3.8% | Q3 2026 | Nov 02, 2026 |
| Modera Wealth Management, LLC | History | Added to | 545,792 | 57,057 | 0.6% | 0.33% | 29 | +257,538 | 89.34% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | No change | 528,122 | 56,229 | 0.24% | 0.24% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 492,533 | 52,439 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Added to | 488,398 | 51,008 | 0.65% | 0.62% | 32 | +72,982 | 17.57% | Q3 2026 | Oct 08, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 479,363 | 50,112 | 6.85% | 7.89% | 33 | -72,146 | -13.08% | Q3 2026 | Nov 03, 2026 |
| Truepoint, Inc. | History | No change | 460,655 | 49,045 | 1.02% | 1.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 443,202 | 47,187 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Willow Creek Wealth Management Inc. | History | Reduced | 450,077 | 47,051 | 3.1% | 3.25% | 36 | -13,956 | -3.01% | Q3 2026 | Oct 26, 2026 |
| HighTower Advisors, LLC | History | No change | 433,650 | 46,170 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 422,365 | 44,969 | 0.34% | 0.34% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIT, LLC | History | No change | 418,588 | 44,567 | 0.71% | 0.71% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 400,111 | 41,827 | 0.05% | 0.05% | 40 | -53,269 | -11.75% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 359,789 | 38,306 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 351,387 | 37,412 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 343,233 | 36,544 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 348,767 | 36,459 | 0.54% | 0.63% | 44 | -47,828 | -12.06% | Q3 2026 | Oct 27, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 339,158 | 36,110 | 0.24% | 0.24% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 338,887 | 36,081 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMR Wealth Builders | History | Added to | 331,561 | 34,661 | 2.02% | 2.07% | 47 | +18,341 | 5.86% | Q3 2026 | Oct 22, 2026 |
| Merit Financial Group, LLC | History | No change | 323,060 | 34,396 | 0.21% | 0.21% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 310,995 | 33,111 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 305,918 | 32,207 | 9.0% | 8.69% | 50 | +23,489 | 8.32% | Q3 2026 | Nov 03, 2026 |
| Glenview Trust Co | History | Added to | 307,773 | 32,174 | 0.43% | 0.42% | 51 | +21,846 | 7.64% | Q3 2026 | Oct 28, 2026 |
| Willis Johnson Wealth, Inc. | History | Added to | 301,410 | 31,509 | 1.73% | 1.72% | 52 | +10,670 | 3.67% | Q3 2026 | Nov 03, 2026 |
| Gross & Hartman Investments LLC | History | No change | 281,424 | 29,963 | 13.23% | 13.23% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 278,430 | 29,649 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 282,183 | 29,499 | 1.77% | 1.73% | 55 | +12,119 | 4.49% | Q3 2026 | Oct 26, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 276,817 | 29,338 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 276,189 | 28,473 | 0.04% | 0.04% | 57 | +21,627 | 8.5% | Q3 2026 | Oct 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 270,927 | 28,322 | 0.41% | 0.42% | 58 | +3,714 | 1.39% | Q3 2026 | Nov 05, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 265,422 | 28,259 | 0.73% | 0.73% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 255,556 | 27,193 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 234,813 | 25,000 | 16.7% | 16.7% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | Reduced | 236,288 | 24,701 | 0.67% | 0.72% | 62 | -3,101 | -1.3% | Q3 2026 | Oct 22, 2026 |
| LVW Advisors, LLC | History | Reduced | 231,605 | 24,211 | 2.04% | 2.34% | 63 | -22,365 | -8.81% | Q3 2026 | Oct 19, 2026 |
| GAMMA Investing LLC | History | Added to | 230,745 | 24,122 | 0.82% | 0.88% | 64 | +8,896 | 4.01% | Q3 2026 | Oct 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 227,816 | 23,815 | 0.47% | 0.52% | 65 | -16,681 | -6.82% | Q3 2026 | Oct 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 211,051 | 22,470 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 210,745 | 22,031 | 0.37% | 0.3% | 67 | +64,228 | 43.84% | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 208,185 | 21,763 | 0.18% | 0.19% | 68 | +2,643 | 1.29% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 206,820 | 21,620 | 0.04% | 0.04% | 69 | +3,970 | 1.96% | Q3 2026 | Nov 05, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 206,092 | 21,544 | 1.29% | 0.33% | 70 | +157,122 | 320.85% | Q3 2026 | Oct 27, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 199,011 | 21,188 | 1.95% | 1.95% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 189,853 | 20,213 | 0.71% | 0.71% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 189,555 | 20,181 | 0.46% | 0.46% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 192,373 | 20,110 | 0.23% | 0.43% | 74 | -145,469 | -43.06% | Q3 2026 | Oct 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 190,422 | 19,906 | 0.2% | 0.16% | 75 | +39,857 | 26.47% | Q3 2026 | Oct 20, 2026 |
| Members Trust Co | History | No change | 182,646 | 19,446 | 0.61% | 0.61% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | No change | 182,548 | 19,436 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 185,805 | 19,424 | 0.35% | 0.31% | 78 | +25,864 | 16.17% | Q3 2026 | Oct 28, 2026 |
| Carnegie Investment Counsel | History | Added to | 184,826 | 19,321 | 0.39% | 0.39% | 79 | +1,652 | 0.9% | Q3 2026 | Oct 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 184,702 | 19,309 | 0.03% | 0.0% | 80 | +175,591 | 1927.24% | Q3 2026 | Nov 05, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 183,257 | 19,157 | 4.2% | 4.0% | 81 | +15,152 | 9.01% | Q3 2026 | Oct 20, 2026 |
| CHOREO, LLC | History | Added to | 180,748 | 18,895 | 0.19% | 0.11% | 82 | +84,563 | 87.92% | Q3 2026 | Oct 28, 2026 |
| Ascent Group, LLC | History | Reduced | 178,596 | 18,670 | 0.56% | 0.61% | 83 | -13,738 | -7.14% | Q3 2026 | Oct 30, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 176,670 | 18,469 | 2.46% | 2.42% | 84 | +2,384 | 1.37% | Q3 2026 | Oct 26, 2026 |
| One Capital Management, LLC | History | No change | 171,415 | 18,255 | 0.51% | 0.51% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 169,073 | 18,001 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF HAWAII | History | No change | 169,036 | 17,997 | 0.89% | 0.89% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellevest, Inc. | History | No change | 166,205 | 17,693 | 2.09% | 2.09% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 166,593 | 17,415 | 0.03% | 0.03% | 89 | +18,137 | 12.22% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 154,022 | 16,398 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 152,477 | 16,237 | 0.46% | 0.46% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | History | No change | 149,771 | 15,946 | 0.3% | 0.3% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 147,760 | 15,732 | 0.18% | 0.18% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 147,296 | 15,398 | 0.15% | 0.15% | 94 | +2,813 | 1.95% | Q3 2026 | Oct 22, 2026 |
| Abundance Wealth Counselors | History | Added to | 145,914 | 15,253 | 2.16% | 1.91% | 95 | +14,377 | 10.93% | Q3 2026 | Oct 26, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 144,385 | 15,093 | 1.14% | 1.15% | 96 | +2,541 | 1.79% | Q3 2026 | Oct 23, 2026 |
| Oak Harvest Investment Services | History | Added to | 136,559 | 14,275 | 1.34% | 1.3% | 97 | +5,944 | 4.55% | Q3 2026 | Oct 20, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 127,211 | 13,298 | 0.71% | 0.01% | 98 | +125,316 | 6612.98% | Q3 2026 | Oct 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 124,417 | 13,246 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 126,115 | 13,184 | 0.08% | 0.08% | 100 | +12,018 | 10.53% | Q3 2026 | Oct 26, 2026 |
| Quent Capital, LLC | History | No change | 119,828 | 12,758 | 0.78% | 0.78% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 118,563 | 12,623 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| M&T BANK CORP | History | No change | 117,953 | 12,558 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 117,929 | 12,555 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 117,318 | 12,490 | 0.37% | 0.37% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 116,865 | 12,444 | 0.5% | 0.5% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grove Bank & Trust | History | Reduced | 116,091 | 12,136 | 1.21% | 1.24% | 107 | -903 | -0.77% | Q3 2026 | Oct 08, 2026 |
| MidFirst Bank | History | No change | 113,968 | 12,134 | 0.86% | 0.86% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Partners in Financial Planning | History | No change | 110,184 | 11,731 | 1.78% | 1.78% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 110,971 | 11,601 | 0.18% | 0.18% | 110 | +1,400 | 1.28% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 107,339 | 11,428 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | Reduced | 106,783 | 11,163 | 0.63% | 0.71% | 112 | -8,335 | -7.24% | Q3 2026 | Nov 03, 2026 |
| MBL Wealth, LLC | History | Reduced | 106,356 | 11,118 | 0.66% | 0.83% | 113 | -7,758 | -6.8% | Q3 2026 | Oct 22, 2026 |
| VALEN PRIVATE CAPITAL, LLC | History | New | 105,255 | 11,003 | 3.4% | — | 114 | +105,255 | New | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 104,551 | 10,930 | 0.02% | 0.03% | 115 | -1,863 | -1.75% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 101,627 | 10,820 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 100,626 | 10,642 | 0.81% | 0.43% | 117 | +48,948 | 94.72% | Q3 2026 | Oct 23, 2026 |
| Zhang Financial LLC | History | No change | 98,577 | 10,495 | 0.31% | 0.31% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Slow Capital, Inc. | History | Reduced | 99,895 | 10,443 | 1.17% | 1.74% | 119 | -40,212 | -28.7% | Q3 2026 | Oct 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 96,849 | 10,311 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 98,118 | 10,257 | 0.03% | 0.04% | 121 | -9,490 | -8.82% | Q3 2026 | Nov 02, 2026 |
| TD Capital Management LLC | History | No change | 96,298 | 10,252 | 0.84% | 0.84% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NICOLET BANKSHARES INC | History | No change | 94,184 | 10,017 | 0.32% | 0.32% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 95,777 | 10,012 | 0.29% | 0.28% | 124 | +3,429 | 3.71% | Q3 2026 | Nov 05, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 93,415 | 9,765 | 1.03% | 1.03% | 125 | -1,943 | -2.04% | Q3 2026 | Oct 05, 2026 |
| Financial Solutions Advisory Group, Inc. | History | Reduced | 91,343 | 9,616 | 1.22% | 1.28% | 126 | -3,711 | -3.9% | Q3 2026 | Oct 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 89,241 | 9,501 | 0.2% | 0.2% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 85,677 | 9,122 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 84,558 | 8,993 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 83,080 | 8,845 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 84,171 | 8,799 | 0.09% | 0.09% | 131 | +5,672 | 7.23% | Q3 2026 | Oct 30, 2026 |
| Vested Financial Planning, LLC | History | New | 83,357 | 8,714 | 6.09% | — | 132 | +83,357 | New | Q3 2026 | Oct 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 80,823 | 8,605 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 80,646 | 8,586 | 0.23% | 0.23% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 78,971 | 8,408 | 0.63% | 0.63% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 78,041 | 8,311 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | New | 76,506 | 8,111 | 1.03% | — | 137 | +76,506 | New | Q3 2026 | Oct 30, 2026 |
| Brio Consultants, LLC | History | No change | 75,986 | 8,090 | 0.95% | 0.95% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Research Partners LLC | History | Added to | 76,937 | 8,043 | 2.72% | 2.61% | 139 | +4,540 | 6.27% | Q3 2026 | Oct 19, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 75,455 | 8,033 | 0.99% | 0.99% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 76,090 | 7,954 | 1.91% | 1.93% | 141 | +3,434 | 4.73% | Q3 2026 | Oct 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 75,992 | 7,944 | 0.66% | 0.09% | 142 | +66,384 | 690.92% | Q3 2026 | Oct 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 75,454 | 7,887 | 0.01% | 0.01% | 143 | +34,019 | 82.1% | Q3 2026 | Oct 30, 2026 |
| FourThought Financial Partners, LLC | History | No change | 71,745 | 7,638 | 0.59% | 0.59% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 71,501 | 7,612 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 70,883 | 7,546 | 0.25% | 0.25% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 70,520 | 7,508 | 0.55% | 0.55% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 69,755 | 7,426 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 69,247 | 7,239 | 0.37% | 0.4% | 149 | -5,224 | -7.01% | Q3 2026 | Nov 03, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 68,042 | 7,113 | 0.28% | 0.29% | 150 | -1,680 | -2.41% | Q3 2026 | Oct 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 66,079 | 7,035 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 65,788 | 7,004 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 66,825 | 6,985 | 3.31% | 3.32% | 153 | -370 | -0.55% | Q3 2026 | Oct 15, 2026 |
| Wedmont Private Capital | History | Added to | 66,309 | 6,936 | 0.17% | 0.19% | 154 | +361 | 0.55% | Q3 2026 | Oct 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 65,537 | 6,851 | 0.23% | 0.19% | 155 | +19,006 | 40.85% | Q3 2026 | Oct 21, 2026 |
| Cascade Financial Partners, LLC | History | No change | 63,633 | 6,775 | 0.59% | 0.59% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 62,942 | 6,701 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 63,834 | 6,673 | 1.3% | 1.37% | 158 | -199 | -0.31% | Q3 2026 | Oct 30, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 63,639 | 6,652 | 0.04% | 0.04% | 159 | +554 | 0.88% | Q3 2026 | Nov 05, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 61,596 | 6,558 | 0.79% | 0.79% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 61,305 | 6,527 | 0.39% | 0.39% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Advisors Network LLC | History | Added to | 62,144 | 6,496 | 0.3% | 0.3% | 162 | +507 | 0.82% | Q3 2026 | Oct 20, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 60,900 | 6,484 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 61,549 | 6,434 | 0.36% | 0.34% | 164 | +7,090 | 13.02% | Q3 2026 | Oct 26, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 61,212 | 6,399 | 0.31% | 0.57% | 165 | -44,168 | -41.91% | Q3 2026 | Oct 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 60,585 | 6,333 | 0.66% | 0.81% | 166 | -15,476 | -20.35% | Q3 2026 | Oct 16, 2026 |
| Single Point Partners, LLC | History | Reduced | 60,253 | 6,298 | 1.11% | 1.17% | 167 | -2,251 | -3.6% | Q3 2026 | Oct 19, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 59,096 | 6,291 | 0.8% | 0.8% | 168 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Waverly Advisors, LLC | History | No change | 57,827 | 6,156 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 58,666 | 6,132 | 0.11% | 0.11% | 170 | +1,698 | 2.98% | Q3 2026 | Nov 03, 2026 |
| Kings Path Partners LLC | History | Reduced | 58,559 | 6,121 | 1.61% | 1.68% | 171 | -853 | -1.44% | Q3 2026 | Oct 21, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 58,334 | 6,098 | 1.36% | 1.34% | 172 | +2,789 | 5.02% | Q3 2026 | Oct 23, 2026 |
| AMG National Trust Bank | History | Added to | 58,149 | 6,078 | 0.12% | 0.12% | 173 | +2,091 | 3.73% | Q3 2026 | Nov 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 56,606 | 6,026 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 56,371 | 6,001 | 0.36% | 0.36% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 57,335 | 5,993 | 3.87% | 3.97% | 176 | +467 | 0.82% | Q3 2026 | Oct 28, 2026 |
| Opus Capital Group, LLC | History | Reduced | 56,866 | 5,945 | 0.58% | 0.6% | 177 | -1,211 | -2.09% | Q3 2026 | Oct 30, 2026 |
| Lutz Financial Services LLC | History | No change | 55,231 | 5,880 | 0.36% | 0.36% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 53,968 | 5,744 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 54,303 | 5,676 | 0.84% | 0.91% | 180 | -1,670 | -2.98% | Q3 2026 | Oct 26, 2026 |
| Valmark Advisers, Inc. | History | No change | 52,409 | 5,579 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 51,804 | 5,494 | 0.07% | 0.08% | 182 | +1,476 | 2.93% | Q3 2026 | Nov 04, 2026 |
| Apex Wealth Management, LLC | History | Added to | 52,522 | 5,490 | 3.23% | 3.35% | 183 | +1,078 | 2.1% | Q3 2026 | Oct 20, 2026 |
| Symmetry Partners, LLC | History | Added to | 52,187 | 5,455 | 0.28% | 0.27% | 184 | +2,253 | 4.51% | Q3 2026 | Oct 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 52,079 | 5,444 | 0.21% | 0.13% | 185 | +22,217 | 74.4% | Q3 2026 | Oct 26, 2026 |
| Life Planning Partners, Inc | History | Added to | 51,718 | 5,406 | 4.32% | 3.99% | 186 | +1,253 | 2.48% | Q3 2026 | Oct 27, 2026 |
| Advisory Services Network, LLC | History | No change | 50,446 | 5,371 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 50,312 | 5,356 | 1.43% | 1.43% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 50,412 | 5,270 | 0.07% | 0.08% | 189 | -2,231 | -4.24% | Q3 2026 | Oct 27, 2026 |
| McNamara Financial Services, Inc. | History | No change | 49,407 | 5,260 | 0.91% | 0.91% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 50,132 | 5,240 | 0.28% | 0.19% | 191 | +17,022 | 51.41% | Q3 2026 | Oct 27, 2026 |
| XML Financial, LLC | History | Added to | 49,969 | 5,223 | 0.38% | 0.37% | 192 | +2,289 | 4.8% | Q3 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 48,802 | 5,195 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Composition Wealth, LLC | History | No change | 47,978 | 5,108 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 48,767 | 5,098 | 0.39% | 0.54% | 195 | -17,217 | -26.09% | Q3 2026 | Oct 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 47,674 | 5,075 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 47,550 | 5,062 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 48,358 | 5,055 | 0.94% | 0.96% | 198 | +598 | 1.25% | Q3 2026 | Oct 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 47,876 | 5,004 | 1.13% | 1.22% | 199 | -1,349 | -2.74% | Q3 2026 | Oct 19, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 46,623 | 4,873 | 0.06% | 0.07% | 200 | -1,844 | -3.8% | Q3 2026 | Oct 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 46,342 | 4,844 | 0.14% | 0.11% | 201 | +9,278 | 25.03% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 46,265 | 4,836 | 0.04% | 0.04% | 202 | +11,518 | 33.15% | Q3 2026 | Oct 28, 2026 |
| GWN SECURITIES INC. | History | No change | 45,186 | 4,810 | 0.8% | 0.8% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVESTED ADVISORS | History | Added to | 45,314 | 4,737 | 4.04% | 4.19% | 204 | +845 | 1.9% | Q3 2026 | Oct 23, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 44,449 | 4,732 | 3.34% | 3.34% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 43,859 | 4,669 | 0.35% | 0.35% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 44,572 | 4,659 | 0.58% | 0.59% | 207 | -259 | -0.58% | Q3 2026 | Oct 21, 2026 |
| BCO Wealth Management LLC | History | Added to | 43,896 | 4,588 | 2.47% | 2.29% | 208 | +4,435 | 11.24% | Q3 2026 | Oct 14, 2026 |
| Aspen Wealth Management LLC | History | Added to | 43,748 | 4,573 | 0.73% | 0.4% | 209 | +21,828 | 99.58% | Q3 2026 | Oct 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 42,765 | 4,553 | 0.07% | 0.07% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Curbstone Financial Management Corp | History | Added to | 43,300 | 4,526 | 0.78% | 0.68% | 211 | +5,650 | 15.01% | Q3 2026 | Oct 21, 2026 |
| Financial Plan, Inc. | History | No change | 42,464 | 4,521 | 0.43% | 0.43% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equita Financial Network, Inc. | History | Added to | 42,581 | 4,451 | 1.26% | 1.0% | 213 | +8,738 | 25.82% | Q3 2026 | Oct 19, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 42,223 | 4,413 | 0.3% | 0.29% | 214 | +4,761 | 12.71% | Q3 2026 | Nov 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 41,354 | 4,402 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LJI Wealth Management, LLC | History | Added to | 42,044 | 4,395 | 0.62% | 0.62% | 216 | +604 | 1.46% | Q3 2026 | Oct 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 41,938 | 4,384 | 0.2% | 0.24% | 217 | +685 | 1.66% | Q3 2026 | Nov 05, 2026 |
| BWM Planning, LLC | History | No change | 40,832 | 4,347 | 1.01% | 1.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 41,258 | 4,313 | 0.11% | 0.12% | 219 | -2,712 | -6.17% | Q3 2026 | Nov 03, 2026 |
| ALLSTATE CORP | History | No change | 40,156 | 4,275 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baron Financial Group, LLC | History | Reduced | 40,725 | 4,257 | 2.07% | 2.07% | 221 | -75 | -0.18% | Q3 2026 | Oct 09, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 39,850 | 4,242 | 0.22% | 0.22% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | Added to | 40,383 | 4,221 | 0.24% | 0.23% | 223 | +2,226 | 5.83% | Q3 2026 | Oct 15, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 39,299 | 4,184 | 0.36% | 0.36% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 39,712 | 4,151 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 39,632 | 4,143 | 0.1% | 0.14% | 226 | -11,662 | -22.74% | Q3 2026 | Nov 05, 2026 |
| Sanchez Levi Garrett | History | No change | 38,400 | 4,088 | 2.22% | 2.22% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 38,376 | 4,085 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 39,000 | 4,076 | 1.26% | 1.27% | 229 | +162 | 0.42% | Q3 2026 | Oct 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 38,046 | 4,050 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 37,944 | 4,039 | 0.67% | 0.67% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McAdam, LLC | History | Added to | 38,045 | 3,977 | 0.15% | 0.04% | 232 | +29,449 | 342.59% | Q3 2026 | Oct 21, 2026 |
| Patten Group, Inc. | History | Added to | 37,760 | 3,947 | 0.61% | 0.56% | 233 | +3,877 | 11.44% | Q3 2026 | Oct 26, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 37,317 | 3,901 | 0.87% | 0.92% | 234 | -219 | -0.58% | Q3 2026 | Oct 08, 2026 |
| 1015 Capital Partners, LLC | History | No change | 36,323 | 3,867 | 3.24% | 3.24% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 36,206 | 3,854 | 2.28% | 2.28% | 236 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| K2 Financial Inc. | History | Added to | 36,637 | 3,841 | 2.66% | 2.58% | 237 | +2,214 | 6.43% | Q3 2026 | Oct 26, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 36,245 | 3,789 | 1.27% | — | 238 | +36,245 | New | Q3 2026 | Nov 03, 2026 |
| Wealth Architects, LLC | History | Added to | 36,212 | 3,785 | 0.3% | 0.3% | 239 | +596 | 1.67% | Q3 2026 | Nov 03, 2026 |
| Alhambra Investment Management LLC | History | Added to | 35,916 | 3,754 | 1.6% | 1.66% | 240 | +89 | 0.25% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 35,479 | 3,708 | 0.03% | 0.04% | 241 | -9,586 | -21.27% | Q3 2026 | Oct 08, 2026 |
| UMB Bank, n.a. | History | No change | 34,705 | 3,695 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brewster Financial Planning LLC | History | Added to | 35,257 | 3,685 | 2.03% | 1.87% | 243 | +3,246 | 10.14% | Q3 2026 | Oct 13, 2026 |
| Tassel Capital Management, Inc. | History | New | 35,008 | 3,659 | 1.81% | — | 244 | +35,008 | New | Q3 2026 | Oct 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 34,465 | 3,602 | 0.23% | 0.21% | 245 | +2,282 | 7.09% | Q3 2026 | Nov 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 34,042 | 3,558 | 0.03% | 0.0% | 246 | +32,957 | 3037.51% | Q3 2026 | Oct 28, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 33,165 | 3,531 | 2.34% | 2.34% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Added to | 33,281 | 3,479 | 0.05% | 0.05% | 248 | +2,658 | 8.68% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 32,505 | 3,460 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 32,870 | 3,436 | 0.1% | 0.1% | 250 | +160 | 0.49% | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 31,146 | 3,316 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avail Investment Partners, LLC | History | Added to | 31,623 | 3,305 | 2.43% | 2.29% | 252 | +3,696 | 13.23% | Q3 2026 | Oct 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 30,630 | 3,261 | 0.25% | 0.25% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 31,007 | 3,241 | 0.61% | 2.02% | 254 | -62,103 | -66.7% | Q3 2026 | Oct 28, 2026 |
| ROGCO, LP | History | No change | 30,390 | 3,235 | 0.99% | 0.99% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | No change | 30,181 | 3,213 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brooklyn FI, LLC | History | Added to | 30,237 | 3,204 | 0.49% | 0.01% | 257 | +29,965 | 11016.54% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 29,341 | 3,123 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 29,758 | 3,110 | 2.39% | 2.32% | 259 | +1,451 | 5.13% | Q3 2026 | Oct 16, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 29,732 | 3,108 | 0.08% | 0.07% | 260 | +5,465 | 22.52% | Q3 2026 | Nov 05, 2026 |
| FMR LLC | History | No change | 29,100 | 3,098 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 29,632 | 3,097 | 0.05% | 0.05% | 262 | +1,585 | 5.65% | Q3 2026 | Nov 04, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 29,575 | 3,091 | 0.34% | 0.35% | 263 | -105 | -0.35% | Q3 2026 | Oct 14, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 29,451 | 3,078 | 0.46% | 0.52% | 264 | -454 | -1.52% | Q3 2026 | Oct 27, 2026 |
| Choate Investment Advisors | History | No change | 28,825 | 3,068 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 28,820 | 3,012 | 0.21% | 0.15% | 266 | +8,537 | 42.09% | Q3 2026 | Nov 03, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 27,763 | 2,955 | 0.85% | 0.85% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 28,240 | 2,952 | 0.32% | 0.32% | 268 | -1,246 | -4.23% | Q3 2026 | Oct 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 27,927 | 2,919 | 0.64% | 0.67% | 269 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 27,362 | 2,860 | 0.04% | 0.09% | 270 | -23,416 | -46.11% | Q3 2026 | Oct 22, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 27,307 | 2,854 | 0.67% | 0.64% | 271 | +2,407 | 9.67% | Q3 2026 | Oct 07, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 27,251 | 2,848 | 0.46% | 0.04% | 272 | +25,106 | 1170.44% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 27,023 | 2,824 | 0.09% | 0.09% | 273 | +2,413 | 9.8% | Q3 2026 | Nov 04, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 26,997 | 2,822 | 0.64% | 0.6% | 274 | +2,978 | 12.4% | Q3 2026 | Oct 21, 2026 |
| Ally Invest Advisors Inc. | History | No change | 26,271 | 2,797 | 0.17% | 0.17% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 25,743 | 2,740 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 25,998 | 2,717 | 0.13% | 0.12% | 277 | +2,712 | 11.65% | Q3 2026 | Oct 27, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 25,496 | 2,714 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avant Financial Advisors LLC | History | Added to | 25,910 | 2,708 | 1.65% | 1.55% | 279 | +2,532 | 10.83% | Q3 2026 | Nov 02, 2026 |
| Hirtle & Co., LLC | History | No change | 25,410 | 2,705 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 25,570 | 2,673 | 0.11% | 0.02% | 281 | +13,763 | 116.57% | Q3 2026 | Oct 21, 2026 |
| Pines Wealth Management, LLC | History | Added to | 25,466 | 2,662 | 0.76% | 0.73% | 282 | +1,510 | 6.3% | Q3 2026 | Oct 21, 2026 |
| Carr Financial Group Corp | History | No change | 24,948 | 2,656 | 0.61% | 0.61% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENLEAF TRUST | History | Reduced | 25,218 | 2,636 | 0.03% | 0.05% | 284 | -23,184 | -47.9% | Q3 2026 | Oct 29, 2026 |
| MAI Capital Management | History | No change | 24,510 | 2,609 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 24,440 | 2,602 | 0.12% | 0.12% | 286 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 24,872 | 2,600 | 1.41% | 1.48% | 287 | -523 | -2.06% | Q3 2026 | Oct 19, 2026 |
| Omega Financial Group, LLC | History | Added to | 24,826 | 2,595 | 0.8% | 0.71% | 288 | +2,872 | 13.08% | Q3 2026 | Oct 29, 2026 |
| Private Advisor Group, LLC | History | No change | 24,175 | 2,573 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 24,542 | 2,565 | 0.28% | 0.22% | 290 | +2,424 | 10.96% | Q3 2026 | Oct 21, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | Reduced | 24,511 | 2,562 | 0.44% | 0.5% | 291 | -900 | -3.54% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 24,012 | 2,556 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 23,888 | 2,543 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 24,156 | 2,525 | 0.68% | 0.65% | 294 | +251 | 1.05% | Q3 2026 | Oct 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 24,129 | 2,522 | 0.24% | 0.27% | 295 | -236 | -0.97% | Q3 2026 | Nov 02, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 23,678 | 2,520 | 0.12% | 0.12% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 23,393 | 2,490 | 0.18% | 0.18% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Safir Wealth Advisors, LLC | History | Added to | 23,631 | 2,470 | 1.58% | 1.59% | 298 | +575 | 2.49% | Q3 2026 | Oct 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 23,144 | 2,464 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 23,115 | 2,461 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |