iSHARES TRUST - TLTW
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 AMERICA CORP /DE/ | History | No change | 2,563,322 | 57,264 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,490,239 | 55,631 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,718,299 | 38,386 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 1,506,792 | 32,682 | 3.72% | 3.72% | 4 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LPL Financial LLC | History | No change | 1,423,267 | 31,795 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 1,223,562 | 27,334 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 1,194,002 | 26,674 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,039,230 | 23,216 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 842,600 | 18,823 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 750,457 | 16,765 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbus Macro, LLC | History | No change | 715,323 | 15,980 | 1.55% | 1.55% | 11 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 464,149 | 10,369 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 414,923 | 9,269 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 403,324 | 9,010 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 401,168 | 8,962 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 345,355 | 7,715 | 0.55% | 0.55% | 16 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 343,490 | 7,674 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Wealth, LLC | History | No change | 313,977 | 7,014 | 1.28% | 1.28% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FWG Holdings, LLC | History | No change | 313,795 | 6,763 | 2.35% | 2.35% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 297,695 | 6,650 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 296,611 | 6,626 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 296,050 | 6,613 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 301,496 | 6,578 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 288,766 | 6,451 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 249,482 | 5,573 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 233,591 | 5,218 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 206,900 | 4,622 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 202,029 | 4,513 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 160,408 | 3,583 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 149,948 | 3,349 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 147,659 | 3,298 | 0.49% | 0.49% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 146,099 | 3,263 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 135,930 | 3,036 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 135,889 | 3,035 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 132,639 | 2,963 | 1.21% | 1.21% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MGO ONE SEVEN LLC | History | No change | 131,033 | 2,927 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OPPENHEIMER & CO INC | History | No change | 125,611 | 2,806 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 123,005 | 2,747 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 122,993 | 2,747 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Mutual Advisors, LLC | History | No change | 117,880 | 2,633 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | No change | 113,843 | 2,543 | 0.36% | 0.36% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 112,393 | 2,510 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Triumph Capital Management | History | No change | 111,429 | 2,489 | 0.45% | 0.45% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 104,859 | 2,342 | 0.16% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | No change | 102,632 | 2,242 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Caitlin John, LLC | History | No change | 94,750 | 2,116 | 1.16% | 1.16% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AE Wealth Management LLC | History | No change | 91,269 | 2,038 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aspen Investment Management Inc | History | No change | 87,715 | 1,960 | 0.53% | 0.53% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ascentis Independent Advisors | History | No change | 84,320 | 1,883 | 5.07% | 5.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 82,850 | 1,850 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 81,187 | 1,813 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | No change | 82,121 | 1,787 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Alpine Bank Wealth Management | History | No change | 75,497 | 1,686 | 0.22% | 0.22% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | No change | 70,970 | 1,585 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 67,367 | 1,504 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 65,283 | 1,458 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 60,589 | 1,353 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 60,279 | 1,346 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 57,832 | 1,292 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 54,352 | 1,214 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 49,404 | 1,103 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 48,624 | 1,086 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 48,122 | 1,075 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 47,796 | 1,067 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | No change | 44,976 | 1,004 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Frontier Asset Management, LLC | History | No change | 41,787 | 933 | 0.17% | 0.17% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 38,814 | 867 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 37,559 | 839 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 36,713 | 820 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 35,217 | 786 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blueprint Investment Partners LLC | History | No change | 34,569 | 772 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 34,569 | 772 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 34,264 | 765 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 34,264 | 765 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 33,982 | 759 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NCM Capital Management, LLC | History | No change | 31,969 | 714 | 0.22% | 0.22% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DOVER ADVISORS, LLC | History | No change | 30,761 | 697 | 0.29% | 0.29% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 28,838 | 644 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| One Capital Management, LLC | History | No change | 28,502 | 644 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 26,615 | 594 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 25,524 | 570 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advyzon Investment Management, LLC | History | No change | 24,268 | 542 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 22,835 | 510 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 22,833 | 510 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 22,623 | 505 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Blueprint, LLC | History | No change | 21,871 | 488 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 21,873 | 488 | 0.19% | 0.19% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 21,181 | 473 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 20,969 | 468 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,886 | 466 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 19,737 | 440 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | No change | 18,900 | 426 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patten Group, Inc. | History | No change | 18,767 | 419 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 17,677 | 394 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 16,123 | 360 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 16,123 | 360 | 0.15% | 0.15% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SEARLE & CO. | History | No change | 16,000 | 357 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 14,473 | 323 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Bank & Trust | History | No change | 14,408 | 321 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 14,000 | 303 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 14,000 | 303 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH EFFECTS LLC | History | No change | 13,395 | 299 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Latitude Advisors, LLC | History | No change | 13,280 | 296 | 0.12% | 0.12% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 13,155 | 293 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 12,994 | 290 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 11,989 | 267 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 12,619 | 255 | 0.05% | 0.05% | 108 | -354 | -2.73% | Q3 2026 | Oct 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 11,440 | 255 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 11,300 | 252 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 11,240 | 251 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 10,995 | 244 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 10,865 | 242 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 11,046 | 240 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 10,477 | 234 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maridea Wealth Management LLC | History | No change | 10,460 | 233 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 8,205 | 183 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 7,564 | 168 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,096 | 135 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EASTERN BANK | History | New | 5,484 | 111 | 0.0% | — | 120 | +5,484 | New | Q3 2026 | Oct 05, 2026 |
| MidFirst Bank | History | No change | 5,000 | 111 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,714 | 106 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,547 | 101 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,140 | 70 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 2,800 | 62 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Luminist Capital LLC | History | No change | 2,771 | 61 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,481 | 55 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,279 | 50 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,100 | 46 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthShield Partners, LLC | History | No change | 1,952 | 43 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,917 | 42 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,702 | 38 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Activest Wealth Management | History | No change | 1,115 | 24 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,045 | 23 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Polaris Financial Partners | History | New | 187 | 15 | 0.01% | — | 134 | +187 | New | Q3 2026 | Oct 02, 2026 |
| Daytona Street Capital LLC | History | No change | 175 | 14 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 395 | 8 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 231 | 5 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 151 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 101 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Square Financial Group, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |