iSHARES TRUST - SUSL
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of Italy | History | No change | 887,779 | 117,862 | 5.37% | 5.37% | 1 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 681,991 | 90,541 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FMR LLC | History | No change | 485,256 | 64,422 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 422,643 | 55,650 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 381,495 | 50,647 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 201,362 | 26,600 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 198,802 | 26,392 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 193,400 | 25,675 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ellevest, Inc. | History | No change | 163,219 | 21,669 | 2.55% | 2.55% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 145,170 | 19,272 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 86,464 | 11,478 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trilogy Capital Inc. | History | No change | 80,901 | 10,740 | 0.42% | 0.42% | 12 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 78,919 | 10,477 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 77,823 | 10,331 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 77,743 | 10,321 | 0.25% | 0.25% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Xena Financial Planning, LLC | History | No change | 70,355 | 9,340 | 8.96% | 8.96% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 64,884 | 8,614 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 61,596 | 8,177 | 0.9% | 0.9% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SK Wealth Management, LLC | History | No change | 49,426 | 6,804 | 1.53% | 1.53% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 50,170 | 6,660 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 50,128 | 6,654 | 2.33% | 2.33% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 48,949 | 6,498 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| W ADVISORS, LLC | History | No change | 47,110 | 6,254 | 2.84% | 2.84% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GeoWealth Management, LLC | History | No change | 43,947 | 5,834 | 0.18% | 0.18% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 42,467 | 5,637 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 41,383 | 5,494 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LPL Financial LLC | History | No change | 41,239 | 5,474 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 40,057 | 5,317 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,597 | 4,991 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 31,636 | 4,199 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 29,219 | 3,881 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | No change | 28,404 | 3,770 | 0.33% | 0.33% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 24,478 | 3,249 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 23,613 | 3,134 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 23,443 | 3,112 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS SECURITIES LLC | History | No change | 23,404 | 3,107 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 23,106 | 3,067 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 20,906 | 2,775 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BAILARD, INC. | History | No change | 18,479 | 2,453 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 18,022 | 2,392 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Omega Financial Group, LLC | History | No change | 18,019 | 2,392 | 0.73% | 0.73% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | No change | 17,892 | 2,375 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 17,511 | 2,324 | 0.57% | 0.57% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 17,483 | 2,321 | 0.42% | 0.42% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,387 | 2,175 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 16,140 | 2,142 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 15,798 | 2,097 | 0.24% | 0.24% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 15,750 | 2,090 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 15,647 | 2,077 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 15,502 | 2,050 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Keebeck Wealth Management | History | No change | 15,101 | 2,004 | 0.2% | 0.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,515 | 1,927 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values Added Financial LLC | History | No change | 14,052 | 1,865 | 0.67% | 0.67% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Obsido Oy | History | No change | 13,849 | 1,838 | 0.98% | 0.98% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orgel Wealth Management, LLC | History | No change | 13,411 | 1,780 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 13,229 | 1,756 | 0.22% | 0.22% | 56 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,460 | 1,756 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,635 | 1,677 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,373 | 1,642 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,263 | 1,461 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 10,577 | 1,407 | 0.17% | 0.17% | 61 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 10,375 | 1,377 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Compass Ion Advisors, LLC | History | No change | 9,787 | 1,299 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,409 | 1,249 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,805 | 1,168 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,723 | 1,158 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,559 | 1,136 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,467 | 1,124 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,414 | 1,117 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 8,350 | 1,108 | 0.38% | 0.38% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,756 | 1,029 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 7,632 | 1,013 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 7,635 | 1,013 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Friedenthal Financial | History | No change | 7,281 | 966 | 0.45% | 0.45% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,275 | 965 | 0.16% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 7,244 | 961 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,231 | 959 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 6,922 | 918 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 6,879 | 913 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS FINANCIAL, LLC | History | No change | 7,536 | 816 | 0.59% | 0.59% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aries Wealth Management | History | No change | 6,051 | 803 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RVW Wealth, LLC | History | No change | 5,845 | 775 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 5,759 | 764 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | No change | 5,569 | 739 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,443 | 722 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,259 | 698 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN ADVISORY INC | History | No change | 5,150 | 683 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 5,058 | 671 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,022 | 666 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JGP Wealth Management, LLC | History | No change | 5,011 | 665 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 4,995 | 663 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 4,768 | 633 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 4,655 | 617 | 0.2% | 0.2% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 4,554 | 604 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,529 | 601 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,509 | 598 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 4,479 | 594 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 4,356 | 578 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Compound Planning, Inc. | History | No change | 4,136 | 549 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 4,072 | 540 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 4,026 | 534 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BlackRock, Inc. | History | No change | 3,998 | 530 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CI INVESTMENTS INC. | History | No change | 3,919 | 520 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 3,881 | 515 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 3,727 | 494 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 3,700 | 491 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 3,638 | 482 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 3,617 | 480 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Madson Wealth Advisors Inc | History | No change | 3,550 | 471 | 0.32% | 0.32% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Horizon Wealth Management, LLC | History | No change | 3,473 | 461 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Foster Group, Inc. | History | No change | 3,478 | 461 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 3,305 | 455 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Blueprint, LLC | History | No change | 3,408 | 452 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WIN ADVISORS, INC | History | No change | 3,411 | 452 | 0.16% | 0.16% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 3,369 | 447 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 3,314 | 439 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,222 | 427 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MKT Advisors LLC | History | No change | 3,130 | 414 | 0.13% | 0.13% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GenTrust, LLC | History | No change | 3,112 | 413 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,060 | 406 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 3,021 | 401 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MORGAN STANLEY | History | No change | 2,956 | 392 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veridan Wealth LLC | History | No change | 2,918 | 387 | 0.13% | 0.13% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,900 | 385 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOS Asset Management, LLC | History | No change | 2,872 | 381 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,819 | 374 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bigelow Investment Advisors, LLC | History | No change | 2,814 | 373 | 0.14% | 0.14% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,806 | 372 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,771 | 367 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balance Wealth Partners LLC | History | No change | 2,770 | 367 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | No change | 2,763 | 366 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 2,743 | 364 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,618 | 347 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ridgeline Wealth, LLC | History | No change | 2,557 | 339 | 0.2% | 0.2% | 134 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Vested Financial Planning, LLC | History | No change | 2,549 | 338 | 0.23% | 0.23% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 2,451 | 325 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Abundance Wealth Counselors | History | No change | 2,438 | 323 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,418 | 321 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 2,797 | 317 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | No change | 2,334 | 309 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Firestone Capital Management | History | No change | 2,319 | 307 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 2,233 | 296 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wharton Business Group, LLC | History | No change | 2,200 | 292 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,200 | 292 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 2,203 | 292 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 2,082 | 275 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 2,019 | 268 | 0.13% | 0.13% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversified Trust Co | History | No change | 1,901 | 252 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 1,862 | 247 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,814 | 240 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,800 | 239 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,782 | 236 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,773 | 235 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 1,752 | 232 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 1,738 | 230 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Financial Partners LLC | History | No change | 1,695 | 225 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Pacific Financial | History | No change | 1,698 | 225 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUMMITRY LLC | History | No change | 1,619 | 214 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cascade Financial Partners, LLC | History | No change | 1,616 | 214 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SWS Partners | History | No change | 1,600 | 212 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 1,583 | 210 | 0.16% | 0.16% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 1,547 | 205 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 1,441 | 191 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Your Advocates Ltd., LLP | History | No change | 1,421 | 188 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,245 | 165 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Family Capital Trust Co | History | No change | 1,200 | 159 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | No change | 1,094 | 145 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group, Inc. | History | No change | 1,054 | 139 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 1,028 | 136 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 955 | 126 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 881 | 116 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DT Investment Partners, LLC | History | No change | 652 | 86 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VANGUARD ADVISERS INC | History | No change | 563 | 74 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 471 | 62 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 437 | 58 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 444 | 58 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Midway Capital Research & Management | History | No change | 400 | 53 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 361 | 47 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 285 | 37 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 280 | 37 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 267 | 35 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 250 | 33 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ancora Advisors LLC | History | No change | 248 | 32 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 217 | 28 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | No change | 180 | 24 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Glassman Wealth Services | History | No change | 172 | 22 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capitol Family Office, Inc. | History | No change | 155 | 20 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 129 | 17 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Front Row Advisors LLC | History | No change | 123 | 16 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 91 | 12 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 87 | 11 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 75 | 9 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 57 | 7 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 46 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Abound Wealth Management | History | No change | 25 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |