iShares, Inc. - URTH

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
UBS Group AG History No change 3,169,197 642,206 0.08% 0.08% 1 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,179,116 441,575 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 14, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 1,357,858 275,156 0.83% 0.83% 3 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 894,655 181,321 0.55% 0.55% 4 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 731,580 148,247 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 526,498 106,689 0.74% 0.74% 6 0 0.0% Q2 2026 Jul 22, 2026
BANK OF AMERICA CORP /DE/ History No change 522,390 105,857 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 516,523 104,668 0.65% 0.65% 8 0 0.0% Q2 2026 Jul 29, 2026
MORGAN STANLEY History No change 421,737 85,460 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 403,374 81,739 1.18% 1.18% 10 0 0.0% Q2 2026 Aug 14, 2026
Compagnie Lombard Odier SCmA History No change 337,316 68,353 0.74% 0.74% 11 0 0.0% Q2 2026 Jul 29, 2026
BANK OF MONTREAL /CAN/ History No change 329,307 66,730 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 12, 2026
Obermeyer Wealth Partners History No change 326,282 66,117 2.7% 2.7% 13 0 0.0% Q2 2026 Jul 29, 2026
Evensky & Katz LLC History No change 289,110 58,585 3.03% 3.03% 14 0 0.0% Q2 2026 Jul 22, 2026
JANE STREET GROUP, LLC History No change 264,044 53,505 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
LTS Liquid Investments LLC History No change 253,710 51,411 27.5% 27.5% 16 0 0.0% Q2 2026 Jul 17, 2026
BARINGS LLC History No change 251,883 51,041 0.91% 0.91% 17 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 250,148 50,340 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 243,136 49,269 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 233,752 47,367 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History No change 186,550 37,802 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL PLC History No change 181,912 36,862 0.2% 0.2% 22 0 0.0% Q2 2026 Aug 13, 2026
Pictet North America Advisors SA History No change 173,508 35,159 3.1% 3.1% 23 0 0.0% Q2 2026 Jul 24, 2026
Evelyn Partners Group Ltd History No change 206,107 34,610 0.07% 0.07% 24 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 165,382 33,512 0.01% 0.01% 25 0 0.0% Q2 2026 Sep 23, 2026
P/E Global LLC History No change 146,536 29,694 1.91% 1.91% 26 0 0.0% Q2 2026 Jul 23, 2026
GAM Holding AG History No change 134,058 27,165 2.08% 2.08% 27 0 0.0% Q2 2026 Aug 14, 2026
PINEBRIDGE INVESTMENTS LLC History No change 121,340 24,588 0.2% 0.2% 28 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History No change 115,823 23,470 0.03% 0.03% 29 0 0.0% Q2 2026 Jul 22, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 112,562 22,809 1.04% 1.04% 30 0 0.0% Q2 2026 Jul 28, 2026
Arizona PSPRS Trust History No change 109,386 22,165 0.83% 0.83% 31 0 0.0% Q2 2026 Aug 03, 2026
Gerber Kawasaki Wealth & Investment Management History No change 106,697 21,621 0.58% 0.58% 32 0 0.0% Q2 2026 Aug 07, 2026
CI INVESTMENTS INC. History No change 100,933 20,453 0.07% 0.07% 33 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 98,728 20,006 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 97,846 19,827 0.33% 0.33% 35 0 0.0% Q2 2026 Jul 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 77,004 15,604 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
Empire Life Investments Inc. History No change 70,643 14,315 0.8% 0.8% 37 0 0.0% Q2 2026 Jul 24, 2026
Keystone Global Partners, LLC History No change 70,495 14,285 5.4% 5.4% 38 0 0.0% Q2 2026 Jul 16, 2026
Cetera Investment Advisers History No change 68,996 13,981 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 12, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 69,147 13,961 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 10, 2026
MACKENZIE FINANCIAL CORP History No change 68,704 13,922 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 64,058 12,980 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 62,450 12,654 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 12, 2026
Inherent Management Corp. History No change 60,650 12,290 4.77% 4.77% 44 0 0.0% Q2 2026 Aug 14, 2026
Investments & Financial Planning, LLC History No change 57,341 11,619 5.5% 5.5% 45 0 0.0% Q2 2026 Aug 12, 2026
Bleakley Financial Group, LLC History No change 52,848 10,709 0.14% 0.14% 46 0 0.0% Q2 2026 Aug 05, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 49,280 9,917 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 13, 2026
Fulcrum Equity Management History No change 46,192 9,360 6.86% 6.86% 48 0 0.0% Q2 2026 Jul 09, 2026
Lido Advisors, LLC History No change 42,945 8,702 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 42,419 8,596 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 42,307 8,573 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 39,490 7,997 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 37,522 7,603 0.0% 0.0% 53 0 0.0% Q2 2026 Sep 02, 2026
B. Riley Wealth Advisors, Inc. History No change 36,763 7,398 0.4% 0.4% 54 0 0.0% Q2 2026 Jul 14, 2026
AMERIPRISE FINANCIAL INC History No change 34,945 7,081 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 33,694 6,827 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 13, 2026
Marex Group Ltd History No change 33,684 6,825 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 14, 2026
DRW Securities, LLC History No change 33,660 6,820 0.17% 0.17% 58 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 32,730 6,632 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 31,959 6,476 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 04, 2026
BANQUE PICTET & CIE SA History No change 31,223 6,327 0.04% 0.04% 61 0 0.0% Q2 2026 Jul 24, 2026
ICONIQ Capital, LLC History No change 29,109 5,898 0.17% 0.17% 62 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 28,903 5,856 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 07, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 28,200 5,714 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 26,096 5,272 0.01% 0.01% 65 0 0.0% Q2 2026 Jul 27, 2026
LAVELLE CAPITAL LP History No change 25,688 5,205 2.24% 2.24% 66 0 0.0% Q2 2026 Jul 22, 2026
PKO Investment Management Joint-Stock Co History No change 24,800 5,025 0.37% 0.37% 67 0 0.0% Q2 2026 Jul 20, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 110,226 4,997 1.33% 1.33% 68 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 24,461 4,956 0.01% 0.01% 69 0 0.0% Q2 2026 Jul 29, 2026
Mount Capital Ltd History No change 23,725 4,807 1.81% 1.81% 70 0 0.0% Q2 2026 Aug 13, 2026
BBR PARTNERS, LLC History No change 21,132 4,282 0.2% 0.2% 71 0 0.0% Q2 2026 Aug 11, 2026
BEAM WEALTH ADVISORS, INC. History No change 20,925 4,240 0.94% 0.94% 72 0 0.0% Q2 2026 Jul 29, 2026
Sequoia Financial Advisors, LLC History No change 19,918 4,036 0.02% 0.02% 73 0 0.0% Q2 2026 Jul 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 18,935 3,836 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 07, 2026
WBH ADVISORY INC History No change 18,059 3,659 0.25% 0.25% 75 0 0.0% Q2 2026 Aug 05, 2026
FIRST TRUST ADVISORS LP History No change 17,764 3,599 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 17,500 3,546 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 17,288 3,503 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
Avestar Capital, LLC History No change 17,137 3,472 0.19% 0.19% 79 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 16,963 3,438 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 16,603 3,364 0.01% 0.01% 81 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD SECURITIES, INC. History No change 16,497 3,343 0.19% 0.19% 82 0 0.0% Q2 2026 Jul 15, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 16,000 3,242 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
AlTi Global, Inc. History No change 15,117 3,063 0.06% 0.06% 84 0 0.0% Q2 2026 Aug 05, 2026
Hyposwiss Advisors SA History No change 15,115 3,062 2.9% 2.9% 85 0 0.0% Q2 2026 Jul 21, 2026
Sheridan Capital Management, LLC History No change 14,469 2,931 1.41% 1.41% 86 0 0.0% Q2 2026 Aug 07, 2026
JONES FINANCIAL COMPANIES LLLP History No change 14,586 2,878 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Main Street Research LLC History No change 13,511 2,737 0.13% 0.13% 88 0 0.0% Q2 2026 Jul 29, 2026
Asset Advisory Group, Inc. History No change 13,435 2,722 1.19% 1.19% 89 0 0.0% Q2 2026 Jul 09, 2026
NATIONAL BANK OF CANADA /FI/ History No change 12,969 2,625 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 12,805 2,594 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 04, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 11,757 2,382 0.08% 0.08% 92 0 0.0% Q2 2026 Aug 13, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 11,702 2,371 1.13% 1.13% 93 0 0.0% Q2 2026 Jul 24, 2026
Sierra Capital LLC History No change 11,651 2,360 0.23% 0.23% 94 0 0.0% Q2 2026 Aug 13, 2026
FOCUSED ALPHA, LLC History No change 11,416 2,313 0.59% 0.59% 95 0 0.0% Q2 2026 Aug 07, 2026
DARA CAPITAL US, INC. History No change 10,400 2,107 1.45% 1.45% 96 0 0.0% Q2 2026 Jul 23, 2026
Vontobel Holding Ltd. History No change 10,284 2,083 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 03, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 9,664 1,958 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 9,588 1,942 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 8,900 1,803 0.0% 0.0% 100 0 0.0% Q2 2026 Sep 22, 2026
Capital Investment Advisors, LLC History No change 8,878 1,799 0.02% 0.02% 101 0 0.0% Q2 2026 Aug 06, 2026
OneDigital Investment Advisors LLC History No change 8,867 1,796 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 8,679 1,758 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 8,386 1,699 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History No change 8,328 1,687 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 17, 2026
BLAIR WILLIAM & CO/IL History No change 8,124 1,646 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
Lorne Steinberg Wealth Management Inc. History No change 7,337 1,486 0.31% 0.31% 107 0 0.0% Q2 2026 Jul 28, 2026
Retirement Planning Group, LLC History No change 7,189 1,456 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 05, 2026
1832 Asset Management L.P. History No change 6,877 1,393 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 6,541 1,325 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 6,321 1,280 0.03% 0.03% 111 0 0.0% Q2 2026 Aug 04, 2026
Joel Isaacson & Co., LLC History No change 6,310 1,278 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 04, 2026
CIDEL ASSET MANAGEMENT INC History No change 6,283 1,273 0.06% 0.06% 113 0 0.0% Q2 2026 Jul 17, 2026
MEITAV INVESTMENT HOUSE LTD History No change 6,257 1,267 0.01% 0.01% 114 0 0.0% Q2 2026 Jul 20, 2026
LOM Asset Management Ltd History No change 6,120 1,240 0.32% 0.32% 115 0 0.0% Q2 2026 Aug 04, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 6,027 1,221 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 5,961 1,208 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Union Bancaire Privee, UBP SA History No change 6,502 1,166 0.01% 0.01% 118 0 0.0% Q2 2026 Jul 16, 2026
Valor Advisors LLC History No change 5,563 1,127 0.83% 0.83% 119 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 5,375 1,089 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
Stratos Investment Management, LLC History No change 5,375 1,089 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 11, 2026
Schusterman Interests, LLC History No change 5,375 1,089 0.28% 0.28% 122 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 5,305 1,075 0.04% 0.04% 123 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History No change 5,279 1,069 0.03% 0.03% 124 0 0.0% Q2 2026 Jul 07, 2026
Pekin Hardy Strauss, Inc. History No change 5,100 1,033 0.09% 0.09% 125 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 5,102 1,033 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 5,101 1,033 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 18, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 4,795 971 0.01% 0.01% 128 0 0.0% Q2 2026 Jul 28, 2026
CITIGROUP INC History No change 4,740 960 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 03, 2026
PARK AVENUE SECURITIES LLC History No change 4,493 910 0.01% 0.01% 130 0 0.0% Q2 2026 Jul 20, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 4,431 897 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 4,301 871 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 17, 2026
Strategic Blueprint, LLC History No change 4,080 826 0.04% 0.04% 133 0 0.0% Q2 2026 Jul 23, 2026
Valeo Financial Advisors, LLC History No change 4,068 824 0.02% 0.02% 134 0 0.0% Q2 2026 Jul 08, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,032 816 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 3,961 802 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 11, 2026
Belvedere Trading LLC History No change 3,934 797 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 31, 2026
GLENMEDE TRUST CO NA History No change 3,927 795 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
CX Institutional History Reduced 3,822 788 0.02% 0.02% 139 -218 -5.4% Q3 2026 Oct 02, 2026
Waverly Advisors, LLC History No change 3,794 768 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 3,644 738 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 3,985 717 0.12% 0.12% 142 0 0.0% Q2 2026 Aug 03, 2026
RESOLUTE WEALTH ADVISOR, INC. History No change 3,894 700 0.4% 0.4% 143 0 0.0% Q2 2026 Aug 19, 2026
Modern Wealth Management, LLC History No change 3,391 687 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 3,321 672 0.02% 0.02% 145 0 0.0% Q2 2026 Jul 29, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 3,286 665 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 03, 2026
KDT Advisors, LLC History No change 3,100 628 0.87% 0.87% 147 0 0.0% Q2 2026 Jul 31, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 3,050 618 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 28, 2026
Main Street Financial Solutions, LLC History No change 3,029 613 0.04% 0.04% 149 0 0.0% Q2 2026 Aug 07, 2026
Advisory Services Network, LLC History No change 3,021 612 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
Auxano Advisors, LLC History No change 3,016 611 0.12% 0.12% 151 0 0.0% Q2 2026 Aug 07, 2026
Arlington Financial Advisors, LLC History No change 2,975 602 0.08% 0.08% 152 0 0.0% Q2 2026 Jul 22, 2026
Ausdal Financial Partners, Inc. History No change 2,889 585 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,787 564 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 19, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,778 562 0.01% 0.01% 155 0 0.0% Q2 2026 Jul 20, 2026
M&T BANK CORP History No change 2,747 556 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 04, 2026
Chicago Partners Investment Group LLC History No change 2,701 541 0.01% 0.01% 157 0 0.0% Q2 2026 Jul 29, 2026
SG Americas Securities, LLC History No change 2,624 532 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 07, 2026
Moneda S.A. Administradora General de Fondos History No change 2,579 522 0.43% 0.43% 159 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 2,565 519 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 07, 2026
BlackDiamond Wealth Management, LLC History No change 2,434 511 0.21% 0.21% 161 0 0.0% Q2 2026 Aug 11, 2026
Allie Family Office LLC History No change 2,478 502 0.19% 0.19% 162 0 0.0% Q2 2026 Oct 02, 2026
IEQ CAPITAL, LLC History No change 2,363 478 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History No change 2,328 471 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,320 468 0.03% 0.03% 165 0 0.0% Q2 2026 Jul 22, 2026
StoneX Group Inc. History No change 2,272 460 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON-ALTUS USA INC. History No change 2,503 450 0.32% 0.32% 167 0 0.0% Q2 2026 Sep 17, 2026
&PARTNERS History No change 2,250 446 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 2,179 441 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 17, 2026
Arbor Investment Advisors, LLC History No change 2,145 434 0.05% 0.05% 170 0 0.0% Q2 2026 Jul 24, 2026
Beaumont Financial Advisors, LLC History No change 2,070 419 0.03% 0.03% 171 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 2,045 414 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 11, 2026
Advocate Investing Services LLC History No change 1,960 397 0.31% 0.31% 173 0 0.0% Q2 2026 Jul 28, 2026
Ground Swell Capital, LLC History No change 1,925 390 0.42% 0.42% 174 0 0.0% Q2 2026 Aug 05, 2026
Noble Wealth Partners LLC History No change 1,887 382 0.33% 0.33% 175 0 0.0% Q2 2026 Jul 24, 2026
Cassaday & Co Wealth Management LLC History No change 1,876 380 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 1,875 377 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 12, 2026
MidAtlantic Capital Management, Inc. History No change 1,847 374 0.23% 0.23% 178 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,771 362 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 15, 2026
BFI Infinity Ltd. History No change 1,791 362 0.11% 0.11% 180 0 0.0% Q2 2026 Jul 10, 2026
SYM FINANCIAL Corp History No change 1,778 360 0.03% 0.03% 181 0 0.0% Q2 2026 Aug 04, 2026
Bank of New York Mellon Corp History No change 1,766 357 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 06, 2026
Unique Wealth Strategies, LLC History No change 1,754 355 0.13% 0.13% 183 0 0.0% Q2 2026 Jul 15, 2026
LM Advisors LLC History No change 1,746 354 0.04% 0.04% 184 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 1,712 350 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 27, 2026
Sovran Advisors, LLC History No change 1,736 350 0.03% 0.03% 186 0 0.0% Q2 2026 Jul 29, 2026
IFG Advisory, LLC History No change 1,721 348 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 1,707 345 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 1,698 343 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 21, 2026
Kesler, Norman & Wride, LLC History No change 1,686 341 0.05% 0.05% 190 0 0.0% Q2 2026 Jul 23, 2026
TRUIST FINANCIAL CORP History No change 1,672 338 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 28, 2026
Atria Investments, Inc History No change 1,668 338 0.0% 0.0% 192 0 0.0% Q2 2026 Jul 28, 2026
WEALTHGARDEN F.S. LLC History No change 1,659 336 0.19% 0.19% 193 0 0.0% Q2 2026 Jul 31, 2026
EP Wealth Advisors, LLC History No change 1,645 333 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 11, 2026
Horst & Graben Wealth Management LLC History No change 1,614 326 0.04% 0.04% 195 0 0.0% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 1,590 322 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 15, 2026
SEEDS INVESTOR LLC History No change 1,576 319 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 12, 2026
Elevated Private Wealth, LLC History No change 1,553 314 0.3% 0.3% 198 0 0.0% Q2 2026 Jul 30, 2026
Montaka Global Pty Ltd History No change 1,548 313 0.18% 0.18% 199 0 0.0% Q2 2026 Aug 11, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,500 303 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 10, 2026
JDM Financial Group LLC History No change 1,457 295 0.1% 0.1% 201 0 0.0% Q2 2026 Aug 17, 2026
Yelin Lapidot Holdings Management Ltd. History No change 1,436 290 0.05% 0.05% 202 0 0.0% Q2 2026 Aug 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 1,427 289 0.01% 0.01% 203 0 0.0% Q2 2026 Jul 14, 2026
BCS Wealth Management History No change 1,424 288 0.05% 0.05% 204 0 0.0% Q2 2026 Jul 16, 2026
Prosperity Consulting Group, LLC History No change 1,363 276 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 1,345 272 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 23, 2026
TUDOR INVESTMENT CORP ET AL History No change 1,342 271 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 14, 2026
Paulson Wealth Management Inc. History No change 1,335 270 0.06% 0.06% 208 0 0.0% Q2 2026 Aug 04, 2026
XTX Topco Ltd History No change 1,321 267 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
Causey Wealth LLC History No change 1,285 260 0.1% 0.1% 210 0 0.0% Q2 2026 Aug 11, 2026
J.Safra Asset Management Corp History No change 1,274 258 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 1,267 256 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 1,237 250 0.0% 0.0% 213 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 1,204 243 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 27, 2026
ASPIRIANT, LLC History No change 1,176 238 0.01% 0.01% 215 0 0.0% Q2 2026 Jul 20, 2026
PRINCIPAL SECURITIES, INC. History No change 1,160 235 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 04, 2026
Allegheny Financial Group History No change 1,154 233 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 22, 2026
Creative Planning History No change 1,143 231 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 13, 2026
Compass Ion Advisors, LLC History No change 1,109 224 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 12, 2026
Holos Integrated Wealth LLC History No change 1,106 224 0.1% 0.1% 220 0 0.0% Q2 2026 Jul 15, 2026
Dash Acquisitions Inc. History No change 1,053 221 0.04% 0.04% 221 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 1,075 217 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 29, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 1,059 214 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 1,051 212 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 12, 2026
Betterment LLC History No change 1,033 209 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 1,020 206 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 1,021 206 0.0% 0.0% 227 0 0.0% Q2 2026 Jul 14, 2026
Geneos Wealth Management Inc. History No change 1,015 205 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 06, 2026
Amundi History No change 1,000 202 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 992 201 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 05, 2026
LFA - Lugano Financial Advisors SA History No change 982 198 0.12% 0.12% 231 0 0.0% Q2 2026 Jul 28, 2026
SIMPLEX TRADING, LLC History No change 938 190 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 879 178 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 13, 2026
JTC Employer Solutions Trustee Ltd History No change 878 178 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 31, 2026
Intesa Sanpaolo Wealth Management History No change 860 174 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 768 155 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 06, 2026
Gen-Wealth Partners Inc History No change 617 125 0.03% 0.03% 237 0 0.0% Q2 2026 Aug 10, 2026
CENTAURUS FINANCIAL, INC. History No change 614 124 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 17, 2026
Guardian Partners Inc. History No change 487 98 0.01% 0.01% 239 0 0.0% Q2 2026 Jul 29, 2026
Forum Finance Group S.A. History No change 580 95 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 14, 2026
C M BIDWELL & ASSOCIATES LTD History No change 440 89 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 11, 2026
TSFG, LLC History No change 403 82 0.01% 0.01% 242 0 0.0% Q2 2026 Jul 23, 2026
Dunhill Financial, LLC History No change 400 81 0.02% 0.02% 243 0 0.0% Q2 2026 Aug 07, 2026
Brown Shipley& Co Ltd History No change 390 79 0.04% 0.04% 244 0 0.0% Q2 2026 Jul 14, 2026
HARBOUR INVESTMENTS, INC. History No change 389 78 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 12, 2026
AlphaCore Capital LLC History No change 339 68 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 06, 2026
TrinityBridge Ltd History No change 300 61 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 11, 2026
Washington Trust Advisors, Inc. History No change 304 61 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD BANCORP History No change 298 60 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 05, 2026
WEBSTER BANK, N. A. History No change 300 60 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 20, 2026
Activest Wealth Management History No change 288 58 0.01% 0.01% 251 0 0.0% Q2 2026 Jul 16, 2026
EFG International AG History No change 247 50 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE TRUST CO NA History No change 238 48 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 28, 2026
Y.D. More Investments Ltd History No change 215 43 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 05, 2026
ASSETMARK, INC History No change 194 39 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 30, 2026
Archer Investment Corp History No change 170 34 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 03, 2026
Aptus Capital Advisors, LLC History No change 147 29 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 125 25 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 06, 2026
Ameliora Wealth Management Ltd. History No change 116 23 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 24, 2026
Comprehensive Financial Planning, Inc./PA History No change 108 21 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 103 20 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 13, 2026
Paladin Partners, LLC History No change 100 20 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 74 14 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 23, 2026
Westside Investment Management, Inc. History No change 60 12 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 27, 2026
Financial Management Professionals, Inc. History No change 62 12 0.0% 0.0% 265 0 0.0% Q2 2026 Jul 09, 2026
Investors Research Corp History No change 56 11 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 10, 2026
Kingdom Financial Group LLC. History No change 49 9 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 37 7 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
Stone House Investment Management, LLC History No change 39 7 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD ADVISERS INC History No change 26 5 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 21 4 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 20, 2026
Roble, Belko & Company, Inc History No change 14 3 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 6 1 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Strategic Wealth Partners, Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026