iSHARES TRUST - TIP
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 | 24,691,874 | 2,702,031 | 0.17% | 0.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,661,443 | 510,101 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 4,396,041 | 481,058 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,726,866 | 298,400 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 2,200,713 | 240,824 | 0.26% | 0.26% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,029,684 | 222,108 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 1,939,392 | 212,227 | 3.47% | 3.47% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,782,672 | 195,077 | 1.7% | 1.7% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 1,520,787 | 166,419 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,510,026 | 165,242 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,421,109 | 155,511 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 1,401,739 | 153,392 | 0.49% | 0.49% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,237,361 | 135,715 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | No change | 1,132,337 | 123,911 | 4.76% | 4.76% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 1,065,087 | 116,552 | 0.2% | 0.2% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | No change | 1,025,179 | 112,185 | 0.42% | 0.42% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 993,101 | 109,141 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 846,902 | 92,676 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 744,300 | 81,798 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 656,155 | 71,803 | 11.22% | 11.22% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 623,697 | 68,251 | 0.22% | 0.22% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 589,381 | 64,495 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 574,221 | 62,836 | 2.22% | 2.22% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 565,912 | 62,017 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 526,056 | 57,566 | 0.09% | 0.09% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 516,747 | 56,547 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 503,950 | 55,147 | 0.41% | 0.41% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 499,201 | 54,649 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 496,917 | 54,377 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 491,120 | 53,743 | 1.27% | 1.27% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 483,505 | 52,909 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 471,660 | 51,614 | 17.82% | 17.82% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 460,136 | 50,352 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 450,056 | 49,249 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 434,073 | 47,904 | 1.33% | 1.33% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 437,155 | 47,838 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 430,027 | 47,057 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 422,751 | 46,261 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 425,671 | 46,093 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 413,980 | 45,301 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRW Securities, LLC | History | No change | 411,982 | 45,083 | 1.1% | 1.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 397,604 | 43,509 | 2.84% | 2.84% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 393,812 | 43,094 | 0.21% | 0.21% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 390,367 | 42,717 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rock Creek Group LLC | History | No change | 382,595 | 41,867 | 4.21% | 4.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 371,250 | 40,625 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 365,000 | 39,941 | 0.17% | 0.17% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Passaic Partners LLC | History | No change | 349,260 | 38,219 | 2.81% | 2.81% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 339,236 | 37,122 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 331,302 | 36,254 | 4.1% | 4.1% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KWMG, LLC | History | Added to | 335,041 | 34,857 | 2.51% | 2.45% | 51 | +25,264 | 8.16% | Q3 2026 | Oct 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 310,445 | 33,971 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 307,614 | 33,662 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 284,398 | 31,121 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 3EDGE Asset Management, LP | History | No change | 284,273 | 31,107 | 1.39% | 1.39% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 272,602 | 29,830 | 0.29% | 0.29% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 266,800 | 29,195 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 212,028 | 23,202 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | No change | 208,600 | 22,925 | 15.47% | 15.47% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 204,045 | 21,989 | 1.47% | 1.47% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Edge Capital, LLC | History | No change | 196,373 | 21,489 | 2.58% | 2.58% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Group Ltd | History | No change | 136,776 | 21,453 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independence Financial Advisors, LLC | History | No change | 192,148 | 21,026 | 5.45% | 5.45% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| West Financial Advisors, LLC | History | No change | 191,290 | 20,932 | 3.18% | 3.18% | 64 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 189,100 | 20,693 | 1.0% | 1.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 184,819 | 20,224 | 0.29% | 0.29% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 183,104 | 20,037 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 179,075 | 19,596 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 187,329 | 19,489 | 1.54% | 1.56% | 69 | +4,125 | 2.25% | Q3 2026 | Oct 05, 2026 |
| Portfolio Design Labs, LLC | History | No change | 173,273 | 18,961 | 3.11% | 3.11% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIM, LLC | History | No change | 170,872 | 18,698 | 2.42% | 2.42% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 170,453 | 18,652 | 0.33% | 0.33% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cascade Financial Partners, LLC | History | No change | 164,657 | 18,018 | 1.56% | 1.56% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 162,984 | 17,835 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Capital, LLC | History | No change | 161,373 | 17,659 | 4.77% | 4.77% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 160,147 | 17,524 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 148,537 | 16,254 | 0.59% | 0.59% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ted Buchan & Co | History | No change | 148,331 | 16,231 | 5.31% | 5.31% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ascent Group, LLC | History | No change | 146,055 | 15,982 | 0.48% | 0.48% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 145,041 | 15,871 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 144,797 | 15,845 | 0.3% | 0.3% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RTD Financial Advisors, Inc. | History | No change | 142,418 | 15,584 | 1.7% | 1.7% | 82 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Horizon Investments, LLC | History | No change | 140,410 | 15,105 | 0.17% | 0.17% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 133,756 | 14,636 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 7 | 14,529 | 1.2% | 1.2% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCoast Asset Management LLC | History | No change | 130,505 | 14,281 | 0.32% | 0.32% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lutz Financial Services LLC | History | No change | 129,565 | 14,178 | 0.86% | 0.86% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marino Management, LLC | History | No change | 126,194 | 13,868 | 2.89% | 2.89% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verger Capital Management LLC | History | No change | 124,105 | 13,580 | 3.98% | 3.98% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 122,333 | 13,386 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 122,109 | 13,362 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DORVAL Corp | History | No change | 119,218 | 13,045 | 3.75% | 3.75% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 116,231 | 12,719 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quadrature Capital Ltd | History | No change | 114,549 | 12,535 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 114,397 | 12,518 | 1.27% | 1.27% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 125,203 | 12,484 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fischer Financial Services, Inc. | History | No change | 113,620 | 12,433 | 3.12% | 3.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 112,097 | 12,266 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 110,001 | 12,037 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Endowment Management, LP | History | No change | 109,883 | 12,025 | 1.22% | 1.22% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Investment Advisors / MI | History | No change | 107,949 | 11,812 | 0.71% | 0.71% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 107,524 | 11,766 | 0.31% | 0.31% | 102 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 106,727 | 11,679 | 1.35% | 1.35% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 105,603 | 11,556 | 0.13% | 0.13% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 105,166 | 11,508 | 1.5% | 1.5% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 104,737 | 11,461 | 1.2% | 1.2% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BOKF, NA | History | No change | 103,814 | 11,360 | 0.16% | 0.16% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 102,546 | 11,221 | 1.3% | 1.3% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 102,172 | 11,208 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | No change | 96,317 | 11,154 | 7.24% | 7.24% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 100,854 | 11,036 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| White Pine Investment CO | History | No change | 99,847 | 10,926 | 2.33% | 2.33% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 96,263 | 10,534 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 95,860 | 10,490 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 93,693 | 10,252 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Forward, LLC | History | No change | 93,666 | 10,249 | 5.1% | 5.1% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 91,445 | 10,006 | 3.58% | 3.58% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 90,093 | 9,858 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stablepoint Partners, LLC | History | No change | 88,501 | 9,684 | 1.34% | 1.34% | 119 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 88,037 | 9,633 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tidal Investments LLC | History | No change | 87,400 | 9,461 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 86,243 | 9,437 | 1.54% | 1.54% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 85,285 | 9,333 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 84,313 | 9,226 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 83,138 | 9,097 | 1.19% | 1.19% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TME FINANCIAL, INC. | History | No change | 80,814 | 8,843 | 5.46% | 5.46% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Slow Capital, Inc. | History | No change | 80,469 | 8,805 | 1.03% | 1.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 79,166 | 8,663 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| One Wealth Map LLC | History | No change | 79,899 | 8,610 | 3.91% | 3.91% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 77,591 | 8,490 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 75,722 | 8,286 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Management Group, Inc. | History | No change | 75,301 | 8,240 | 1.21% | 1.21% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 74,600 | 8,163 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 73,080 | 7,997 | 0.41% | 0.41% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 72,433 | 7,926 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 71,821 | 7,859 | 0.15% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| a16z Perennial Management, L.P. | History | No change | 69,075 | 7,558 | 0.61% | 0.61% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 68,880 | 7,537 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 67,751 | 7,413 | 1.5% | 1.5% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Frontier Asset Management, LLC | History | No change | 66,803 | 7,310 | 1.31% | 1.31% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 66,153 | 7,239 | 0.73% | 0.73% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 65,888 | 7,210 | 3.24% | 3.24% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 64,919 | 7,104 | 3.73% | 3.73% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 65,861 | 7,088 | 1.44% | 1.44% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 64,660 | 7,075 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Charles Schwab Trust Co | History | No change | 64,578 | 7,066 | 0.39% | 0.39% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Waverly Advisors, LLC | History | No change | 63,334 | 6,930 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hirtle & Co., LLC | History | No change | 62,975 | 6,891 | 0.23% | 0.23% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stelac Advisory Services LLC | History | No change | 62,544 | 6,844 | 1.28% | 1.28% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sound Stewardship, LLC | History | No change | 60,763 | 6,649 | 2.74% | 2.74% | 150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 60,711 | 6,643 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 60,052 | 6,571 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 60,004 | 6,566 | 0.57% | 0.57% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 59,379 | 6,497 | 2.94% | 2.94% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | No change | 58,511 | 6,402 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 58,305 | 6,380 | 4.3% | 4.3% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 58,325 | 6,350 | 0.35% | 0.35% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 57,826 | 6,327 | 0.33% | 0.33% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 57,325 | 6,273 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONNABLE OFFICE INC | History | No change | 57,274 | 6,267 | 0.55% | 0.55% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 57,153 | 6,254 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 56,668 | 6,201 | 2.33% | 2.33% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 56,006 | 6,180 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patten Group, Inc. | History | No change | 56,271 | 6,157 | 0.96% | 0.96% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizons Wealth Management | History | New | 59,100 | 6,148 | 3.83% | — | 165 | +59,100 | New | Q3 2026 | Oct 05, 2026 |
| Mosley Wealth Management | History | No change | 56,169 | 6,146 | 1.96% | 1.96% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 54,414 | 5,954 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Curbstone Financial Management Corp | History | No change | 54,088 | 5,918 | 1.01% | 1.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 53,913 | 5,899 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Rather & Kittrell, Inc. | History | No change | 53,781 | 5,885 | 0.82% | 0.82% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 53,660 | 5,872 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 51,813 | 5,669 | 0.55% | 0.55% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 51,385 | 5,623 | 0.17% | 0.17% | 173 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Parallel Advisors, LLC | History | No change | 50,675 | 5,545 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brightwater Advisory LLC | History | No change | 50,451 | 5,520 | 3.49% | 3.49% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELCH & FORBES LLC | History | No change | 50,316 | 5,506 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Axos Invest Inc. | History | No change | 49,737 | 5,442 | 3.98% | 3.98% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 49,667 | 5,435 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Garner Asset Management Corp | History | No change | 47,109 | 5,375 | 1.74% | 1.74% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 48,793 | 5,339 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 48,426 | 5,299 | 0.99% | 0.99% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 47,913 | 5,243 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestwell Advisors, LLC | History | No change | 4,775 | 5,225 | 1.25% | 1.25% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 47,845 | 5,142 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMERCE BANK | History | No change | 46,682 | 5,108 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fermata Advisors, LLC | History | No change | 45,259 | 4,952 | 1.0% | 1.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 45,173 | 4,943 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stephenson & Company, Inc. | History | No change | 44,915 | 4,915 | 2.3% | 2.3% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Insight Wealth Partners, LLC | History | No change | 44,849 | 4,907 | 0.66% | 0.66% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 44,421 | 4,860 | 0.87% | 0.87% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Savant Capital, LLC | History | No change | 45,040 | 4,850 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crabel Capital Management, LLC | History | No change | 43,981 | 4,812 | 3.51% | 3.51% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 43,526 | 4,763 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 43,245 | 4,732 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Slocum, Gordon & Co LLP | History | No change | 42,332 | 4,632 | 3.08% | 3.08% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 42,133 | 4,610 | 3.96% | 3.96% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 41,621 | 4,554 | 0.87% | 0.87% | 197 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 41,621 | 4,554 | 0.87% | 0.87% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madson Wealth Advisors Inc | History | No change | 41,552 | 4,547 | 3.09% | 3.09% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rathbones Group PLC | History | No change | 41,547 | 4,546 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 41,282 | 4,517 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 41,074 | 4,494 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Texas Bank & Trust Co | History | No change | 40,962 | 4,482 | 1.47% | 1.47% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | No change | 40,693 | 4,453 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Capital Co | History | No change | 39,446 | 4,316 | 0.71% | 0.71% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rothschild Wealth LLC | History | No change | 39,009 | 4,268 | 0.34% | 0.34% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MRWM Advisors, LLC | History | No change | 38,959 | 4,263 | 1.75% | 1.75% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ADIRONDACK TRUST CO | History | No change | 38,511 | 4,214 | 1.26% | 1.26% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Corient Private Wealth LP | History | No change | 38,468 | 4,209 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40,261 | 4,188 | 0.11% | 0.11% | 210 | +445 | 1.12% | Q3 2026 | Oct 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 38,069 | 4,165 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | No change | 37,800 | 4,136 | 2.55% | 2.55% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 37,751 | 4,131 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | No change | 37,512 | 4,104 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 37,502 | 4,103 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 37,367 | 4,089 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 37,288 | 4,080 | 0.33% | 0.33% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 37,056 | 4,055 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 36,968 | 4,045 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | No change | 36,649 | 4,010 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisory Group LLC | History | No change | 36,242 | 3,965 | 0.21% | 0.21% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 35,761 | 3,913 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 35,109 | 3,842 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rubicon Advisors, GP | History | No change | 34,958 | 3,825 | 2.79% | 2.79% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequent Planning LLC | History | No change | 34,829 | 3,811 | 0.81% | 0.81% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 34,714 | 3,798 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Viaable, LLC | History | No change | 34,678 | 3,787 | 3.14% | 3.14% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 34,558 | 3,781 | 0.15% | 0.15% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 34,190 | 3,741 | 0.1% | 0.1% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cordant, Inc. | History | No change | 33,568 | 3,673 | 1.32% | 1.32% | 230 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sigma Planning Corp | History | No change | 33,457 | 3,661 | 0.09% | 0.09% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 33,428 | 3,658 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial & Tax Architects, LLC | History | No change | 33,111 | 3,623 | 0.76% | 0.76% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FOSTER & MOTLEY INC | History | No change | 33,079 | 3,620 | 0.17% | 0.17% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NWAM LLC | History | No change | 33,015 | 3,612 | 0.18% | 0.18% | 235 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 32,525 | 3,559 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 32,430 | 3,548 | 0.2% | 0.2% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 31,861 | 3,486 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 31,790 | 3,478 | 1.09% | 1.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortis Group Advisors, LLC | History | No change | 31,459 | 3,442 | 0.55% | 0.55% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 31,052 | 3,398 | 0.29% | 0.29% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 30,434 | 3,330 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 29,907 | 3,272 | 0.73% | 0.73% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 29,420 | 3,219 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 28,863 | 3,158 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 29,614 | 3,134 | 0.19% | 0.19% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 28,375 | 3,105 | 0.17% | 0.17% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMG National Trust Bank | History | No change | 28,003 | 3,064 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 28,919 | 3,008 | 0.08% | 0.09% | 249 | -593 | -2.01% | Q3 2026 | Oct 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 27,099 | 2,963 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 26,907 | 2,944 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 26,572 | 2,907 | 0.18% | 0.18% | 252 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 26,205 | 2,867 | 0.11% | 0.11% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Advisors,llc | History | No change | 26,121 | 2,858 | 0.59% | 0.59% | 254 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 25,798 | 2,823 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 25,506 | 2,791 | 0.32% | 0.32% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 25,452 | 2,785 | 0.14% | 0.14% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PKS Advisory Services, LLC | History | No change | 25,460 | 2,785 | 0.44% | 0.44% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 25,363 | 2,775 | 1.62% | 1.62% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 25,308 | 2,769 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 25,274 | 2,765 | 0.4% | 0.4% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 25,154 | 2,752 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 24,638 | 2,696 | 2.2% | 2.2% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hughes Financial Services, LLC | History | No change | 24,304 | 2,659 | 0.35% | 0.35% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | No change | 24,173 | 2,645 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Climber Capital SA | History | No change | 24,167 | 2,637 | 1.61% | 1.61% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 23,934 | 2,619 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 23,780 | 2,602 | 1.69% | 1.69% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 23,392 | 2,559 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 23,285 | 2,548 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 22,961 | 2,512 | 0.26% | 0.26% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valpey Financial Services, LLC | History | No change | 22,890 | 2,504 | 1.49% | 1.49% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 22,647 | 2,478 | 0.13% | 0.13% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 22,735 | 2,462 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Chemistry Wealth Management LLC | History | No change | 22,266 | 2,436 | 0.39% | 0.39% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 21,982 | 2,405 | 1.2% | 1.2% | 276 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Fund Evaluation Group, LLC | History | No change | 21,902 | 2,396 | 0.06% | 0.06% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 21,826 | 2,388 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Trust Co | History | No change | 21,667 | 2,371 | 0.21% | 0.21% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 21,504 | 2,353 | 1.17% | 1.17% | 280 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Solutions Group, LLC | History | No change | 21,462 | 2,348 | 0.8% | 0.8% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 21,416 | 2,343 | 0.14% | 0.14% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peak Financial Management, Inc. | History | No change | 21,410 | 2,342 | 0.54% | 0.54% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 21,299 | 2,330 | 1.71% | 1.71% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hilltop Holdings Inc. | History | No change | 21,143 | 2,313 | 0.18% | 0.18% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 21,084 | 2,307 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fortitude Family Office, LLC | History | No change | 21,057 | 2,304 | 0.45% | 0.45% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,914 | 2,288 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 20,869 | 2,283 | 0.13% | 0.13% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 20,605 | 2,254 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 20,581 | 2,252 | 1.84% | 1.84% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 20,524 | 2,245 | 0.76% | 0.76% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 20,395 | 2,231 | 0.09% | 0.09% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 20,306 | 2,222 | 0.34% | 0.34% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 20,035 | 2,192 | 0.1% | 0.1% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 19,845 | 2,171 | 1.26% | 1.26% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 19,800 | 2,166 | 0.39% | 0.39% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 19,752 | 2,161 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Townsend Financial Planning, LLC | History | No change | 19,472 | 2,130 | 1.86% | 1.86% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | No change | 19,351 | 2,117 | 0.89% | 0.89% | 300 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |