iSHARES TRUST - USIG

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.
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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 64,560,210 3,311,293 0.21% 0.21% 1 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 58,744,213 3,012,990 0.38% 0.38% 2 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 21,938,094 1,125,204 2.68% 2.68% 3 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 14,266,966 730,786 0.15% 0.15% 4 0 0.0% Q2 2026 Aug 14, 2026
TIAA Wealth Investment Management LLC History No change 11,596,236 597,376 3.99% 3.99% 5 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 11,011,795 564,794 0.1% 0.1% 6 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 10,298,259 528,197 0.91% 0.91% 7 0 0.0% Q2 2026 Jul 30, 2026
TRUIST FINANCIAL CORP History No change 10,160,720 521,143 0.62% 0.62% 8 0 0.0% Q2 2026 Jul 28, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 8,965,515 459,841 1.58% 1.58% 9 0 0.0% Q2 2026 Aug 10, 2026
BlackRock, Inc. History No change 8,824,279 452,597 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 8,274,513 424,400 0.35% 0.35% 11 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,437,173 330,162 0.08% 0.08% 12 0 0.0% Q2 2026 Sep 23, 2026
Allworth Financial LP History No change 5,290,436 271,346 1.15% 1.15% 13 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 4,953,875 254,084 0.06% 0.06% 14 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History No change 3,800,000 194,902 0.67% 0.67% 15 0 0.0% Q2 2026 Aug 04, 2026
SEI INVESTMENTS CO History No change 3,563,725 182,785 0.16% 0.16% 16 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 3,519,315 180,505 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 07, 2026
Valmark Advisers, Inc. History No change 3,405,952 174,691 1.85% 1.85% 18 0 0.0% Q2 2026 Aug 06, 2026
1832 Asset Management L.P. History No change 3,295,494 169,025 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 13, 2026
Asset Management One Co., Ltd. History No change 3,002,847 154,016 0.4% 0.4% 20 0 0.0% Q2 2026 Jul 28, 2026
MORGAN STANLEY History No change 2,905,095 149,002 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 2,389,937 122,579 0.15% 0.15% 22 0 0.0% Q2 2026 Aug 19, 2026
WELLS FARGO & COMPANY/MN History No change 2,385,989 122,377 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 2,004,216 102,796 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 1,958,795 100,906 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History Added to 1,859,065 90,555 2.52% 2.49% 26 +101,776 5.79% Q3 2026 Oct 08, 2026
Beacon Pointe Advisors, LLC History No change 1,502,940 77,085 0.36% 0.36% 27 0 0.0% Q2 2026 Aug 18, 2026
North Dakota State Investment Board History No change 1,499,747 76,922 3.12% 3.12% 28 0 0.0% Q2 2026 Aug 04, 2026
Cetera Investment Advisers History No change 1,296,025 66,473 0.06% 0.06% 29 0 0.0% Q2 2026 Aug 12, 2026
MCF Advisors LLC History No change 831,610 42,653 1.52% 1.52% 30 0 0.0% Q2 2026 Aug 12, 2026
Voya Financial Advisors, Inc. History No change 826,967 42,600 3.75% 3.75% 31 0 0.0% Q2 2026 Aug 12, 2026
Crestwood Advisors Group, LLC History No change 721,501 37,005 0.55% 0.55% 32 0 0.0% Q2 2026 Aug 03, 2026
Liberty Mutual Group Asset Management Inc. History No change 714,850 36,664 3.2% 3.2% 33 0 0.0% Q2 2026 Aug 14, 2026
Trilogy Capital Inc. History No change 713,361 36,588 1.42% 1.42% 34 0 0.0% Q2 2026 Jul 02, 2026
RAYMOND JAMES FINANCIAL INC History No change 690,017 35,390 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
Mirae Asset Global Investments Co., Ltd. History No change 674,155 34,577 0.05% 0.05% 36 0 0.0% Q2 2026 Jul 22, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 652,977 33,491 1.97% 1.97% 37 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 628,294 32,225 0.05% 0.05% 38 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 616,934 31,087 0.52% 0.52% 39 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 616,934 31,087 0.52% 0.52% 40 0 0.0% Q2 2026 Jul 29, 2026
ROYAL BANK OF CANADA History No change 554,822 28,456 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 546,405 28,025 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 12, 2026
New Jersey Better Educational Savings Trust History No change 507,693 26,039 41.9% 41.9% 43 0 0.0% Q2 2026 Jul 23, 2026
Santa Clara Valley Transportation Authority History No change 505,717 25,938 20.09% 20.09% 44 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Advisors / MI History No change 436,367 22,381 1.35% 1.35% 45 0 0.0% Q2 2026 Aug 14, 2026
Blue Edge Capital, LLC History No change 426,139 21,856 2.62% 2.62% 46 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 430,517 21,844 0.78% 0.78% 47 0 0.0% Q2 2026 Jul 23, 2026
ST GERMAIN D J CO INC History No change 415,596 21,315 0.77% 0.77% 48 0 0.0% Q2 2026 Jul 21, 2026
Advisors Capital Management, LLC History No change 408,723 20,963 0.22% 0.22% 49 0 0.0% Q2 2026 Aug 11, 2026
McKinley Carter Wealth Services, Inc. History No change 399,288 20,479 1.06% 1.06% 50 0 0.0% Q2 2026 Jul 28, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History No change 394,542 20,235 0.14% 0.14% 51 0 0.0% Q2 2026 Aug 10, 2026
Cosner Financial Group, LLC History No change 379,687 19,474 10.0% 10.0% 52 0 0.0% Q2 2026 Aug 10, 2026
OneDigital Investment Advisors LLC History No change 365,404 18,741 0.16% 0.16% 53 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 350,520 17,978 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History No change 338,709 17,372 0.53% 0.53% 55 0 0.0% Q2 2026 Aug 07, 2026
Modern Wealth Management, LLC History No change 327,457 16,795 0.2% 0.2% 56 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 287,652 14,753 0.08% 0.08% 57 0 0.0% Q2 2026 Aug 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 284,211 14,577 0.86% 0.86% 58 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL PLC History No change 281,860 14,456 0.08% 0.08% 59 0 0.0% Q2 2026 Aug 13, 2026
RATIONAL ADVISORS, INC. History No change 281,728 14,449 1.33% 1.33% 60 0 0.0% Q2 2026 Jul 24, 2026
Destination Wealth Management History No change 279,770 14,349 0.34% 0.34% 61 0 0.0% Q2 2026 Aug 14, 2026
Shelter Mutual Insurance Co History No change 263,974 13,536 2.86% 2.86% 62 0 0.0% Q2 2026 Aug 11, 2026
Robertson Stephens Wealth Management, LLC History No change 242,928 12,459 0.31% 0.31% 63 0 0.0% Q2 2026 Jul 29, 2026
HSBC HOLDINGS PLC History No change 233,879 11,995 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 14, 2026
Westover Capital Advisors, LLC History No change 217,402 11,150 1.85% 1.85% 65 0 0.0% Q2 2026 Aug 04, 2026
One Capital Management, LLC History No change 199,428 10,216 0.28% 0.28% 66 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 199,125 10,213 0.26% 0.26% 67 0 0.0% Q2 2026 Aug 07, 2026
ALLSTATE CORP History No change 198,315 10,171 0.1% 0.1% 68 0 0.0% Q2 2026 Aug 13, 2026
SIMA Wealth Partners, LLC History No change 197,581 10,133 7.18% 7.18% 69 0 0.0% Q2 2026 Jul 28, 2026
Premier Path Wealth Partners, LLC History No change 196,794 10,093 1.16% 1.16% 70 0 0.0% Q2 2026 Jul 21, 2026
Glassy Mountain Advisors, Inc. History No change 195,683 10,036 2.75% 2.75% 71 0 0.0% Q2 2026 Jul 31, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 193,660 9,933 0.68% 0.68% 72 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 187,320 9,607 0.01% 0.01% 73 0 0.0% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History No change 184,811 9,478 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 180,895 9,278 0.18% 0.18% 75 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 179,591 9,211 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History No change 169,089 8,672 0.29% 0.29% 77 0 0.0% Q2 2026 Aug 06, 2026
Merit Financial Group, LLC History No change 166,298 8,529 0.05% 0.05% 78 0 0.0% Q2 2026 Jul 20, 2026
EverSource Wealth Advisors, LLC History No change 164,247 8,424 0.28% 0.28% 79 0 0.0% Q2 2026 Jul 24, 2026
IVC Wealth Advisors LLC History No change 162,344 8,326 3.25% 3.25% 80 0 0.0% Q2 2026 Jul 14, 2026
FIFTH THIRD BANCORP History No change 154,178 7,907 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Advisors, LLC History No change 149,249 7,654 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 145,500 7,462 1.35% 1.35% 83 0 0.0% Q2 2026 Jul 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 141,923 7,196 0.01% 0.01% 84 0 0.0% Q2 2026 Jul 15, 2026
Archford Capital Strategies, LLC History No change 136,004 6,975 0.71% 0.71% 85 0 0.0% Q2 2026 Jul 17, 2026
Smartleaf Asset Management LLC History No change 135,350 6,972 0.23% 0.23% 86 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 130,820 6,710 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
Trivant Custom Portfolio Group, LLC History No change 130,399 6,690 3.56% 3.56% 88 0 0.0% Q2 2026 Jul 27, 2026
Venture Visionary Partners LLC History Added to 133,976 6,525 0.17% 0.18% 89 +6,454 5.06% Q3 2026 Oct 07, 2026
Aprio Wealth Management, LLC History No change 125,787 6,451 0.32% 0.32% 90 0 0.0% Q2 2026 Jul 24, 2026
TD Waterhouse Canada Inc. History No change 126,130 6,432 0.02% 0.02% 91 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 124,308 6,375 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 114,416 5,868 0.05% 0.05% 93 0 0.0% Q2 2026 Jul 27, 2026
Napier Financial, LLC History No change 111,352 5,711 1.19% 1.19% 94 0 0.0% Q2 2026 Jul 31, 2026
Financial Avengers, Inc. History No change 110,014 5,642 2.34% 2.34% 95 0 0.0% Q2 2026 Aug 18, 2026
GOLDMAN SACHS GROUP INC History No change 109,201 5,600 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 108,541 5,567 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 12, 2026
Fjell Capital, LLC History No change 108,370 5,558 3.79% 3.79% 98 0 0.0% Q2 2026 Jul 15, 2026
Wealthspire Retirement, LLC History No change 108,163 5,547 0.3% 0.3% 99 0 0.0% Q2 2026 Aug 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 104,710 5,370 0.07% 0.07% 100 0 0.0% Q2 2026 Jul 24, 2026
Center For Asset Management LLC History No change 102,768 5,270 2.34% 2.34% 101 0 0.0% Q2 2026 Jul 27, 2026
Banque Transatlantique SA History No change 102,109 5,237 0.11% 0.11% 102 0 0.0% Q2 2026 Jul 30, 2026
Erickson Financial Group, LLC History No change 101,738 5,218 2.8% 2.8% 103 0 0.0% Q2 2026 Jul 27, 2026
Bauman Advisory Group, LLC History No change 99,882 5,122 2.71% 2.71% 104 0 0.0% Q2 2026 Aug 04, 2026
Kraft, Davis & Associates, LLC History No change 99,757 5,057 1.06% 1.06% 105 0 0.0% Q2 2026 Jul 09, 2026
AIRE ADVISORS, LLC History No change 98,432 5,048 0.82% 0.82% 106 0 0.0% Q2 2026 Aug 14, 2026
Fairlight Advisors History No change 97,672 5,009 4.08% 4.08% 107 0 0.0% Q2 2026 Jul 24, 2026
Compagnie Lombard Odier SCmA History No change 84,608 4,339 0.05% 0.05% 108 0 0.0% Q2 2026 Jul 29, 2026
M&T BANK CORP History No change 78,065 4,003 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 75,270 3,860 0.01% 0.01% 110 0 0.0% Q2 2026 Jul 28, 2026
Columbus Macro, LLC History No change 75,158 3,854 0.37% 0.37% 111 0 0.0% Q2 2026 Jul 22, 2026
BANK OF MONTREAL /CAN/ History No change 73,693 3,779 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 12, 2026
Checchi Capital Advisers, LLC History No change 72,778 3,732 0.17% 0.17% 113 0 0.0% Q2 2026 Aug 04, 2026
K2 Financial Inc. History No change 71,133 3,634 2.56% 2.56% 114 0 0.0% Q2 2026 Jul 21, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 65,251 3,346 0.04% 0.04% 115 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 63,691 3,267 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 59,517 3,053 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 59,362 3,044 0.05% 0.05% 118 0 0.0% Q2 2026 Jul 14, 2026
Gateway Wealth Partners, LLC History No change 58,053 2,977 0.18% 0.18% 119 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Reduced 58,262 2,837 0.02% 0.02% 120 -3,910 -6.29% Q3 2026 Oct 08, 2026
Financial Synergies Wealth Advisors, Inc. History No change 54,939 2,817 0.24% 0.24% 121 0 0.0% Q2 2026 Jul 17, 2026
Compound Planning, Inc. History No change 54,383 2,789 0.07% 0.07% 122 0 0.0% Q2 2026 Aug 04, 2026
10Elms LLP History No change 53,929 2,766 1.17% 1.17% 123 0 0.0% Q2 2026 Aug 14, 2026
Summit Asset Management, LLC History No change 53,281 2,732 0.35% 0.35% 124 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 52,305 2,682 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 50,875 2,609 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 10, 2026
Stratos Investment Management, LLC History No change 50,685 2,599 0.09% 0.09% 127 0 0.0% Q2 2026 Aug 11, 2026
GLOBALT Investments LLC / GA History No change 47,312 2,426 0.08% 0.08% 128 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 46,973 2,409 0.02% 0.02% 129 0 0.0% Q2 2026 Jul 27, 2026
Compass Financial Group, Inc. History No change 45,894 2,353 0.99% 0.99% 130 0 0.0% Q2 2026 Aug 04, 2026
Creative Planning History No change 44,703 2,292 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Sovran Advisors, LLC History No change 44,868 2,266 0.17% 0.17% 132 0 0.0% Q2 2026 Jul 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 43,268 2,225 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 39,688 2,035 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 39,415 2,021 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 37,866 1,942 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 37,834 1,938 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 13, 2026
Banco Santander, S.A. History No change 37,440 1,920 0.01% 0.01% 138 0 0.0% Q2 2026 Jul 29, 2026
Arista Wealth Management, LLC History No change 36,839 1,889 0.2% 0.2% 139 0 0.0% Q2 2026 Jul 08, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 35,732 1,832 0.18% 0.18% 140 0 0.0% Q2 2026 Jul 28, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 34,822 1,786 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 17, 2026
Mariner, LLC History No change 34,407 1,764 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 33,505 1,718 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 13, 2026
Coppell Advisory Solutions LLC History No change 64 1,674 0.14% 0.14% 144 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 32,537 1,668 0.03% 0.03% 145 0 0.0% Q2 2026 Aug 06, 2026
Acropolis Investment Management, LLC History New 33,830 1,647 0.07% — 146 +33,830 New Q3 2026 Oct 08, 2026
JANE STREET GROUP, LLC History No change 31,700 1,625 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
Bellwether Advisors, LLC History No change 30,236 1,550 0.23% 0.23% 148 0 0.0% Q2 2026 Aug 13, 2026
Advyzon Investment Management, LLC History No change 29,637 1,520 0.11% 0.11% 149 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 28,830 1,478 0.05% 0.05% 150 0 0.0% Q2 2026 Jul 17, 2026
Pictet Asset Management Holding SA History No change 28,525 1,463 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 30, 2026
BESSEMER GROUP INC History No change 27,832 1,428 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
MMBG INVESTMENT ADVISORS CO. History No change 27,795 1,425 0.11% 0.11% 153 0 0.0% Q2 2026 Aug 10, 2026
TMB Capital Partners, LLC History No change 27,496 1,410 0.44% 0.44% 154 0 0.0% Q2 2026 Jul 24, 2026
Sequoia Financial Advisors, LLC History No change 26,616 1,365 0.01% 0.01% 155 0 0.0% Q2 2026 Jul 17, 2026
B. Riley Wealth Advisors, Inc. History No change 26,196 1,349 0.07% 0.07% 156 0 0.0% Q2 2026 Jul 14, 2026
Tempo Wealth, LLC History No change 26,254 1,346 0.2% 0.2% 157 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 26,223 1,344 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Tolleson Wealth Management, Inc. History No change 26,154 1,341 0.18% 0.18% 159 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 25,862 1,326 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 10, 2026
WBH ADVISORY INC History No change 25,842 1,325 0.09% 0.09% 161 0 0.0% Q2 2026 Aug 05, 2026
JGP Wealth Management, LLC History No change 25,658 1,315 0.12% 0.12% 162 0 0.0% Q2 2026 Jul 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 24,718 1,267 0.07% 0.07% 163 0 0.0% Q2 2026 Jul 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 24,427 1,252 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 28, 2026
Cumberland Partners Ltd History No change 23,957 1,228 0.08% 0.08% 165 0 0.0% Q2 2026 Aug 06, 2026
Gotham Asset Management, LLC History No change 23,924 1,227 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 14, 2026
FLAGSTAR SECURITIES, INC History No change 23,363 1,198 0.36% 0.36% 167 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 22,931 1,176 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 22,705 1,164 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History No change 22,290 1,143 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 21,487 1,102 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Pines Wealth Management, LLC History No change 21,454 1,100 0.32% 0.32% 172 0 0.0% Q2 2026 Jul 22, 2026
NATIXIS ADVISORS, LLC History No change 21,265 1,090 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
Csenge Advisory Group History No change 21,129 1,083 0.04% 0.04% 174 0 0.0% Q2 2026 Aug 10, 2026
J.W. COLE ADVISORS, INC. History No change 20,556 1,054 0.02% 0.02% 175 0 0.0% Q2 2026 Jul 21, 2026
Members Trust Co History No change 20,219 1,037 0.03% 0.03% 176 0 0.0% Q2 2026 Jul 31, 2026
Saiph Capital, LLC History No change 20,191 1,035 0.31% 0.31% 177 0 0.0% Q2 2026 Jul 29, 2026
CITADEL ADVISORS LLC History No change 19,571 1,003 0.0% 0.0% 178 0 0.0% Q2 2026 Sep 02, 2026
FIFTH THIRD SECURITIES, INC. History No change 19,441 997 0.06% 0.06% 179 0 0.0% Q2 2026 Jul 15, 2026
Van Hulzen Asset Management, LLC History No change 18,667 957 0.07% 0.07% 180 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 18,268 936 0.01% 0.01% 181 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 17,999 923 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 17,885 917 0.01% 0.01% 183 0 0.0% Q2 2026 Sep 08, 2026
OLD MISSION CAPITAL LLC History No change 17,346 889 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 17,345 889 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 10, 2026
Penobscot Investment Management Company, Inc. History No change 17,251 884 0.06% 0.06% 186 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 17,062 875 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 11, 2026
Diligent Investors, LLC History No change 16,710 857 0.19% 0.19% 188 0 0.0% Q2 2026 Jul 24, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 16,668 854 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 04, 2026
TFB Advisors LLC History No change 16,531 847 0.37% 0.37% 190 0 0.0% Q2 2026 Aug 06, 2026
Prepared Retirement Institute LLC History No change 16,500 846 0.36% 0.36% 191 0 0.0% Q2 2026 Aug 10, 2026
Calamos Advisors LLC History No change 16,354 838 0.0% 0.0% 192 0 0.0% Q2 2026 Jul 31, 2026
Private Advisor Group, LLC History No change 15,884 814 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 27, 2026
Koshinski Asset Management, Inc. History No change 15,638 802 0.04% 0.04% 194 0 0.0% Q2 2026 Jul 27, 2026
Seascape Capital Management History No change 15,575 799 0.19% 0.19% 195 0 0.0% Q2 2026 Jul 21, 2026
NORTHERN TRUST CORP History No change 15,378 788 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
Alesco Advisors, LLC, An ESL Co History No change 15,295 784 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 05, 2026
Arete Wealth Advisors, LLC History No change 15,104 774 0.05% 0.05% 198 0 0.0% Q2 2026 Aug 12, 2026
Oxinas Partners, LLC History No change 14,928 765 0.3% 0.3% 199 0 0.0% Q2 2026 Jul 14, 2026
Brookstone Capital Management History No change 14,643 751 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisory Services, LLC History No change 14,630 750 0.05% 0.05% 201 0 0.0% Q2 2026 Jul 23, 2026
Investment Advisory Group, LLC History No change 14,556 746 0.16% 0.16% 202 0 0.0% Q2 2026 Aug 06, 2026
MAI Capital Management History No change 14,469 742 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 14,409 739 0.11% 0.11% 204 0 0.0% Q2 2026 Jul 21, 2026
Wealthstar Advisors, LLC History No change 14,366 736 0.21% 0.21% 205 0 0.0% Q2 2026 Jul 30, 2026
Fisher Asset Management, LLC History No change 14,191 727 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 04, 2026
Montecito Bank & Trust History No change 14,737 717 0.11% 0.11% 207 0 0.0% Q3 2026 Oct 01, 2026
Innova Wealth Partners History No change 13,717 703 0.29% 0.29% 208 0 0.0% Q2 2026 Jul 15, 2026
Federation des caisses Desjardins du Quebec History No change 13,692 702 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
CRA Financial Services, LLC History No change 13,649 700 0.08% 0.08% 210 0 0.0% Q2 2026 Jul 24, 2026
BURKE & HERBERT BANK & TRUST CO History No change 13,412 687 0.17% 0.17% 211 0 0.0% Q2 2026 Aug 07, 2026
CROBAN History No change 13,011 667 0.29% 0.29% 212 0 0.0% Q2 2026 Aug 03, 2026
Independent Wealth Network Inc. History No change 12,871 660 0.17% 0.17% 213 0 0.0% Q2 2026 Jul 20, 2026
NTV ASSET MANAGEMENT LLC History No change 12,735 653 0.06% 0.06% 214 0 0.0% Q2 2026 Aug 05, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 12,698 651 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 12,840 649 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 12,316 631 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 12, 2026
Intesa Sanpaolo Wealth Management History No change 12,136 622 0.12% 0.12% 218 0 0.0% Q2 2026 Jul 23, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 12,100 620 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History No change 12,027 616 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 22, 2026
United Advisor Group, LLC History No change 12,024 616 0.07% 0.07% 221 0 0.0% Q2 2026 Jul 29, 2026
Edgemoor Investment Advisors, Inc. History No change 11,905 610 0.04% 0.04% 222 0 0.0% Q2 2026 Aug 07, 2026
Landing Point Financial Group, LLC History No change 11,832 606 0.21% 0.21% 223 0 0.0% Q2 2026 Aug 06, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 11,361 582 0.33% 0.33% 224 0 0.0% Q2 2026 Jul 15, 2026
Koss-Olinger Consulting, LLC History No change 11,156 572 0.04% 0.04% 225 0 0.0% Q2 2026 Aug 10, 2026
DAVIDSON TRUST CO History Added to 11,572 563 0.22% 0.23% 226 +113 0.99% Q3 2026 Oct 09, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 10,948 561 0.03% 0.03% 227 0 0.0% Q2 2026 Jul 31, 2026
1900 WEALTH MANAGEMENT LLC History No change 10,887 558 0.03% 0.03% 228 0 0.0% Q2 2026 Aug 04, 2026
Perigon Wealth Management, LLC History No change 10,721 549 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 10,606 543 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History No change 10,238 525 0.0% 0.0% 231 0 0.0% Q2 2026 Jul 20, 2026
Atria Investments, Inc History No change 10,152 520 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 28, 2026
Americana Partners, LLC History No change 10,101 518 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 05, 2026
WAYSTONE ADVISORS LLC History No change 9,919 508 0.38% 0.38% 234 0 0.0% Q2 2026 Jul 16, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 9,893 507 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 9,856 501 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History Reduced 10,100 491 0.06% 0.06% 237 -456 -4.32% Q3 2026 Oct 08, 2026
Regal Investment Advisors LLC History No change 9,538 489 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 9,433 483 0.02% 0.02% 239 0 0.0% Q2 2026 Jul 31, 2026
Wescott Financial Advisory Group, LLC History No change 9,277 475 0.04% 0.04% 240 0 0.0% Q2 2026 Aug 04, 2026
AE Wealth Management LLC History No change 9,244 474 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 03, 2026
LANARK FINANCIAL, INC. History No change 8,983 460 0.03% 0.03% 242 0 0.0% Q2 2026 Jul 21, 2026
PFG Advisors History No change 8,988 460 0.02% 0.02% 243 0 0.0% Q2 2026 Jul 16, 2026
Kelly Financial Services LLC History No change 8,983 460 0.1% 0.1% 244 0 0.0% Q2 2026 Jul 14, 2026
Cerity Partners LLC History No change 8,624 442 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 8,353 428 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 8,350 428 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 8,350 428 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 8,354 428 0.01% 0.01% 249 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 8,288 425 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 10, 2026
Snowden Capital Advisors LLC History No change 8,235 422 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 13, 2026
Valley Financial Group, Inc. History No change 8,235 422 0.21% 0.21% 252 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 8,215 421 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 05, 2026
Betterment LLC History No change 8,084 415 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 8,517 414 0.06% 0.1% 255 -4,523 -34.69% Q3 2026 Oct 08, 2026
Lifeworks Advisors, LLC History No change 7,930 406 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 7,899 405 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 24, 2026
Corient Private Wealth LP History No change 7,866 403 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 27, 2026
CAHILL FINANCIAL ADVISORS INC History No change 7,849 402 0.04% 0.04% 259 0 0.0% Q2 2026 Aug 11, 2026
Signal Advisors Wealth, LLC History No change 7,677 393 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 04, 2026
Avantax Planning Partners, Inc. History No change 7,407 379 0.01% 0.01% 261 0 0.0% Q2 2026 Jul 28, 2026
Accurate Wealth Management, LLC History No change 7,361 373 0.04% 0.04% 262 0 0.0% Q2 2026 Jul 14, 2026
PRIVATE TRUST CO NA History No change 7,167 367 0.03% 0.03% 263 0 0.0% Q2 2026 Jul 28, 2026
Root Financial Partners, LLC History No change 7,150 366 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 29, 2026
OpenArc Corporate Advisory, LLC History No change 7,048 361 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History No change 7,028 360 0.01% 0.01% 266 0 0.0% Q2 2026 Jul 15, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 7,013 359 0.04% 0.04% 267 0 0.0% Q2 2026 Jul 31, 2026
Spectrum Strategic Capital Management, LLC History No change 6,994 358 0.18% 0.18% 268 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 6,959 356 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 10, 2026
Yukon Wealth Management, Inc. History No change 6,861 351 0.1% 0.1% 270 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,829 350 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 6,817 349 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 6,773 347 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 20, 2026
ShoreHaven Wealth Partners, LLC History No change 6,783 347 0.11% 0.11% 274 0 0.0% Q2 2026 Jul 14, 2026
Lido Advisors, LLC History No change 6,726 344 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 07, 2026
Miller Global Investments, LLC History New 7,046 343 0.28% — 276 +7,046 New Q3 2026 Oct 02, 2026
FLOW TRADERS U.S. LLC History No change 6,441 330 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 6,391 327 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
Meadow Creek Wealth Advisors LLC History No change 6,393 327 0.2% 0.2% 279 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 6,389 327 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 03, 2026
LYELL WEALTH MANAGEMENT, LP History No change 6,360 326 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 05, 2026
Chicago Partners Investment Group LLC History No change 6,171 310 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 29, 2026
EJMK Ventures LLC History No change 6,062 310 0.14% 0.14% 283 0 0.0% Q2 2026 Aug 06, 2026
IPG Investment Advisors LLC History No change 6,027 309 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 12, 2026
Fort Point Capital Partners LLC History No change 5,902 302 0.02% 0.02% 285 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 5,712 292 0.0% 0.0% 286 0 0.0% Q2 2026 Jul 22, 2026
True North Advisors, LLC History No change 5,681 291 0.03% 0.03% 287 0 0.0% Q2 2026 Jul 22, 2026
Synergy Investment Management, LLC History No change 5,646 289 0.07% 0.07% 288 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 5,577 286 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Ledyard National Bank History No change 5,555 284 0.02% 0.02% 290 0 0.0% Q2 2026 Jul 16, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 5,534 283 0.01% 0.01% 291 0 0.0% Q2 2026 Jul 15, 2026
Stratos Wealth Partners, LTD. History No change 5,481 281 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 11, 2026
Advisory Services Network, LLC History No change 5,455 279 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 12, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 5,419 277 0.03% 0.03% 294 0 0.0% Q2 2026 Aug 04, 2026
TD Capital Management LLC History No change 5,350 274 0.02% 0.02% 295 0 0.0% Q2 2026 Aug 06, 2026
Ausdal Financial Partners, Inc. History No change 5,323 272 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 14, 2026
Fortis Advisors, LLC History No change 5,300 271 0.13% 0.13% 297 0 0.0% Q2 2026 Aug 13, 2026
Stewardship Advisors, LLC History No change 5,257 269 0.06% 0.06% 298 0 0.0% Q2 2026 Jul 20, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 5,237 268 0.15% 0.15% 299 0 0.0% Q2 2026 Aug 10, 2026
Hippocratic Financial Advisors, LLC History No change 5,157 264 0.1% 0.1% 300 0 0.0% Q2 2026 Aug 03, 2026
PETRA FINANCIAL ADVISORS INC History No change 5,146 263 0.12% 0.12% 301 0 0.0% Q2 2026 Jul 24, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,116 262 0.0% 0.0% 302 0 0.0% Q2 2026 Jul 23, 2026
Southland Equity Partners LLC History No change 5,118 262 0.05% 0.05% 303 0 0.0% Q2 2026 Jul 13, 2026
Azimuth Capital Investment Management LLC History No change 5,093 261 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 12, 2026
Merited Wealth, LLC History No change 4,988 255 0.18% 0.18% 305 0 0.0% Q2 2026 Aug 14, 2026
Cassady Wealth & Retirement Planning, LLC History No change 4,964 254 0.12% 0.12% 306 0 0.0% Q2 2026 Jul 24, 2026
Sterling Investment Counsel, LLC History No change 4,943 253 0.06% 0.06% 307 0 0.0% Q2 2026 Jul 20, 2026
Daiwa Securities Group Inc. History No change 4,915 252 0.0% 0.0% 308 0 0.0% Q2 2026 Jul 31, 2026
Destiny Wealth Partners, LLC History No change 4,982 250 0.04% 0.04% 309 0 0.0% Q2 2026 Aug 07, 2026
SONATA CAPITAL GROUP INC History No change 4,725 242 0.08% 0.08% 310 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL VALLEY ADVISORS, LLC History No change 4,732 242 0.06% 0.06% 311 0 0.0% Q2 2026 Jul 21, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 4,690 240 0.02% 0.02% 312 0 0.0% Q2 2026 Jul 24, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 4,608 236 0.06% 0.06% 313 0 0.0% Q2 2026 Jul 24, 2026
Echo45 Advisors LLC History New 4,737 230 0.1% — 314 +4,737 New Q3 2026 Oct 07, 2026
PFG Investments, LLC History No change 4,421 226 0.01% 0.01% 315 0 0.0% Q2 2026 Jul 23, 2026
National Philanthropic Trust History No change 4,406 225 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 4,363 223 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
Global Assets Advisory, LLC History No change 4,262 217 0.05% 0.05% 318 0 0.0% Q2 2026 Jul 27, 2026
Clearbridge Investments, LLC History No change 4,166 213 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 13, 2026
COUNTRY TRUST BANK History No change 4,139 212 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 15, 2026
Essex Bank History No change 4,094 209 0.05% 0.05% 321 0 0.0% Q2 2026 Jul 23, 2026
Lynx Investment Advisory History No change 4,088 209 0.07% 0.07% 322 0 0.0% Q2 2026 Jul 27, 2026
CoreCap Advisors, LLC History Reduced 4,115 200 0.01% 0.01% 323 -328 -7.38% Q3 2026 Oct 08, 2026
Truvestments Capital LLC History No change 3,848 197 0.03% 0.03% 324 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 3,513 180 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 3,354 172 0.01% 0.01% 326 0 0.0% Q2 2026 Jul 28, 2026
Qube Research & Technologies Ltd History No change 3,071 157 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History No change 2,949 151 0.01% 0.01% 328 0 0.0% Q2 2026 Jul 22, 2026
WOLFF WIESE MAGANA LLC History No change 2,899 148 0.07% 0.07% 329 0 0.0% Q2 2026 Jul 13, 2026
Blue Trust, Inc. History No change 2,806 143 0.0% 0.0% 330 0 0.0% Q2 2026 Jul 21, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 2,846 143 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 12, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 2,651 135 0.05% 0.05% 332 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 2,605 133 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,571 131 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 2,450 125 0.0% 0.0% 335 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 2,246 115 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,227 114 0.01% 0.01% 337 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 2,132 109 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 06, 2026
REAP Financial Group, LLC History No change 2,128 109 0.02% 0.02% 339 0 0.0% Q2 2026 Aug 04, 2026
VANGUARD ADVISERS INC History No change 2,119 108 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 13, 2026
WPG Advisers, LLC History No change 2,109 108 0.06% 0.06% 341 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,934 99 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 13, 2026
Atomic Invest LLC History No change 1,921 98 0.01% 0.01% 343 0 0.0% Q2 2026 Sep 25, 2026
CULLEN/FROST BANKERS, INC. History No change 1,702 87 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 27, 2026
Colonial Trust Co / SC History No change 1,697 87 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 11, 2026
Archer Investment Corp History No change 1,567 80 0.02% 0.02% 346 0 0.0% Q2 2026 Aug 03, 2026
Continuum Advisory, LLC History No change 1,568 80 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 06, 2026
Independence Bank of Kentucky History No change 1,410 72 0.01% 0.01% 348 0 0.0% Q2 2026 Jul 13, 2026
SouthState Bank Corp History No change 1,379 70 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 06, 2026
AdvisorNet Financial, Inc History No change 1,338 68 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History No change 1,334 68 0.02% 0.02% 351 0 0.0% Q2 2026 Jul 28, 2026
Kingdom Financial Group LLC. History No change 1,305 66 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,240 63 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 10, 2026
Rossmore Private Capital History No change 1,208 61 0.0% 0.0% 354 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL TRUST Co History No change 1,005 51 0.0% 0.0% 355 0 0.0% Q2 2026 Jul 31, 2026
Cape Investment Advisory, Inc. History No change 993 50 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 23, 2026
Murphy & Mullick Capital Management Corp History No change 975 50 0.03% 0.03% 357 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 961 49 0.0% 0.0% 358 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle Wealth Planning Services, Inc. History No change 900 46 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 07, 2026
Silver Grove Financial Group, Inc. History No change 908 46 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 13, 2026
Towne Trust Company, N.A History No change 885 45 0.01% 0.01% 361 0 0.0% Q2 2026 Jul 30, 2026
Hamrick Investment Counsel, llc History No change 864 44 0.03% 0.03% 362 0 0.0% Q2 2026 Aug 13, 2026
REYL & Cie S.A. History No change 820 42 0.05% 0.05% 363 0 0.0% Q2 2026 Oct 02, 2026
Parallel Advisors, LLC History No change 825 42 0.0% 0.0% 364 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History No change 800 41 0.0% 0.0% 365 0 0.0% Q2 2026 Jul 30, 2026
AlphaCore Capital LLC History No change 789 40 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 06, 2026
Strive Financial Group ,LLC History No change 790 40 0.02% 0.02% 367 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 765 39 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 739 37 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History No change 708 36 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 682 34 0.0% 0.0% 371 0 0.0% Q2 2026 Jul 07, 2026
Larson Financial Group LLC History No change 681 34 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
Bay Harbor Wealth Management, LLC History No change 671 34 0.01% 0.01% 373 0 0.0% Q2 2026 Jul 28, 2026
Creative Capital Management Investments LLC History No change 666 34 0.01% 0.01% 374 0 0.0% Q2 2026 Jul 24, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 619 31 0.0% 0.0% 375 0 0.0% Q2 2026 Jul 13, 2026
Quest 10 Wealth Builders, Inc. History No change 607 31 0.02% 0.02% 376 0 0.0% Q2 2026 Jul 24, 2026
Dunhill Financial, LLC History No change 602 30 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 07, 2026
Rialto Wealth Management, LLC History No change 566 29 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 11, 2026
Delos Wealth Advisors, LLC History No change 516 26 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 14, 2026
NorthAvenue LLC History No change 523 26 0.02% 0.02% 380 0 0.0% Q2 2026 Jul 21, 2026
Canton Hathaway, LLC History No change 490 25 0.0% 0.0% 381 0 0.0% Q2 2026 Aug 05, 2026
WELLINGTON-ALTUS USA INC. History No change 500 25 0.02% 0.02% 382 0 0.0% Q2 2026 Sep 17, 2026
Winthrop Capital Management, LLC History No change 485 25 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 13, 2026
Addison Advisors LLC History No change 486 24 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 10, 2026
United Financial Planning Group LLC History No change 471 24 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 456 23 0.0% 0.0% 386 0 0.0% Q2 2026 Jul 20, 2026
Anchor Investment Management, LLC History No change 463 23 0.0% 0.0% 387 0 0.0% Q2 2026 Sep 15, 2026
Gen-Wealth Partners Inc History No change 453 23 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 10, 2026
IFP Advisors, Inc History No change 422 21 0.0% 0.0% 389 0 0.0% Q2 2026 Jul 20, 2026
Piscataqua Savings Bank History No change 396 20 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 09, 2026
Cheviot Value Management, LLC History No change 389 19 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 375 19 0.0% 0.0% 392 0 0.0% Q2 2026 Jul 14, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 360 18 0.0% 0.0% 393 0 0.0% Q2 2026 Jul 29, 2026
Beaird Harris Wealth Management, LLC History No change 352 18 0.0% 0.0% 394 0 0.0% Q2 2026 Jul 08, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 354 18 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 11, 2026
Millstone Evans Group, LLC History No change 352 18 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 11, 2026
Investors Research Corp History No change 338 16 0.0% 0.0% 397 0 0.0% Q3 2026 Oct 07, 2026
Arlington Trust Co LLC History No change 320 16 0.0% 0.0% 398 0 0.0% Q2 2026 Jul 07, 2026
SALEM INVESTMENT COUNSELORS INC History No change 307 15 0.0% 0.0% 399 0 0.0% Q2 2026 Jul 14, 2026
TRUST CO OF VERMONT History No change 307 15 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 07, 2026
BankPlus Trust Department History No change 274 14 0.0% 0.0% 401 0 0.0% Q2 2026 Jul 28, 2026
Topsail Wealth Management, LLC History No change 256 13 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 256 13 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 03, 2026
Plante Moran Financial Advisors, LLC History No change 239 12 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 06, 2026
FAS Wealth Partners, Inc. History No change 253 12 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 29, 2026
SITTNER & NELSON, LLC History No change 240 12 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 07, 2026
HUNTINGTON NATIONAL BANK History No change 230 11 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 200 10 0.0% 0.0% 408 0 0.0% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 204 10 0.0% 0.0% 409 0 0.0% Q2 2026 Jul 13, 2026
Fourth Dimension Wealth, LLC History No change 200 10 0.0% 0.0% 410 0 0.0% Q2 2026 Jul 31, 2026
VIRTUS ADVISERS, LLC History No change 180 9 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 11, 2026
TOTH FINANCIAL ADVISORY CORP History New 184 8 0.0% — 417 +184 New Q3 2026 Oct 08, 2026
Clearstead Advisors, LLC History No change 160 8 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 06, 2026
Axiom Investment Management LLC History No change 168 8 0.01% 0.01% 413 0 0.0% Q2 2026 Jul 30, 2026
High Note Wealth, LLC History No change 174 8 0.0% 0.0% 414 0 0.0% Q2 2026 Jul 23, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 164 8 0.0% 0.0% 415 0 0.0% Q2 2026 Jul 21, 2026
TOP Private Wealth LLC. History No change 164 8 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 150 7 0.0% 0.0% 418 0 0.0% Q2 2026 Jul 24, 2026
Princeton Global Asset Management LLC History No change 148 7 0.0% 0.0% 419 0 0.0% Q2 2026 Jul 16, 2026
LOWE BROCKENBROUGH & CO INC History No change 125 6 0.0% 0.0% 420 0 0.0% Q2 2026 Aug 03, 2026
CITIGROUP INC History No change 117 6 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 03, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 135 6 0.0% 0.0% 422 0 0.0% Q2 2026 Jul 16, 2026
Founders Financial Alliance, LLC History No change 133 6 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 04, 2026
Nemes Rush Group LLC History No change 117 6 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 14, 2026
VIMA LLC History No change 130 6 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 24, 2026
MOTCO History No change 98 5 0.0% 0.0% 426 0 0.0% Q2 2026 Jul 31, 2026
EPG Wealth Management LLC History No change 98 5 0.0% 0.0% 427 0 0.0% Q2 2026 Jul 28, 2026
Robinswood Financial LLC History No change 98 5 0.0% 0.0% 428 0 0.0% Q2 2026 Jul 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 84 4 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 82 4 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 93 4 0.0% 0.0% 431 0 0.0% Q2 2026 Jul 10, 2026
Capital Analysts, LLC History No change 76 4 0.0% 0.0% 432 0 0.0% Q2 2026 Aug 05, 2026
Register Financial Advisors LLC History No change 93 4 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 15, 2026
Networth Advisors, LLC History No change 87 4 0.0% 0.0% 434 0 0.0% Q2 2026 Jul 22, 2026
BAYBAN History No change 86 4 0.0% 0.0% 435 0 0.0% Q2 2026 Jul 30, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 80 4 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 14, 2026
WestEnd Advisors, LLC History No change 63 3 0.0% 0.0% 437 0 0.0% Q2 2026 Jul 22, 2026
Johnson Financial Group, Inc. History No change 69 3 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 10, 2026
Lloyd Advisory Services, LLC. History No change 64 3 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 07, 2026
Davis Capital Management History No change 69 3 0.0% 0.0% 440 0 0.0% Q3 2026 Oct 08, 2026
Spire Wealth Management History No change 65 3 0.0% 0.0% 441 0 0.0% Q2 2026 Jul 15, 2026
AMERIFLEX GROUP, INC. History No change 74 3 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 41 2 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 45 2 0.0% 0.0% 444 0 0.0% Q2 2026 Aug 13, 2026
TUCKER ASSET MANAGEMENT LLC History No change 40 2 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 27, 2026
Activest Wealth Management History No change 48 2 0.0% 0.0% 446 0 0.0% Q2 2026 Jul 16, 2026
Glen Eagle Advisors, LLC History No change 55 2 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 14, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 48 2 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 05, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 58 2 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 11, 2026
Timbuktu Capital Management, LLC History No change 50 2 0.0% 0.0% 450 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History New 38 1 0.0% — 458 +38 New Q3 2026 Oct 05, 2026
FINANCIAL CONSULATE, INC History No change 32 1 0.0% 0.0% 451 0 0.0% Q2 2026 Jul 23, 2026
Hurley Capital, LLC History No change 20 1 0.0% 0.0% 452 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 26 1 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 35 1 0.0% 0.0% 454 0 0.0% Q2 2026 Jul 29, 2026
PayPay Securities Corp History No change 23 1 0.02% 0.02% 455 0 0.0% Q2 2026 Jul 23, 2026
Coston, McIsaac & Partners History No change 20 1 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 12, 2026
Buck Wealth Strategies, LLC History No change 37 1 0.0% 0.0% 457 0 0.0% Q2 2026 Jul 30, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.1% — -7,975 -100.0% Q3 2026 Oct 06, 2026
EASTERN BANK History Closed out 0 0 — 0.0% — -3,433 -100.0% Q3 2026 Oct 05, 2026
Pacifica Partners Inc. History Closed out 0 0 — 0.03% — -1,710 -100.0% Q3 2026 Oct 08, 2026
Olistico Wealth, LLC History Closed out 0 0 — 0.0% — -151 -100.0% Q3 2026 Oct 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Indiana Trust & Investment Management Co History No change 8 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Transamerica Financial Advisors, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
BlueCrest Capital Management Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Strategic Wealth Partners, Ltd. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Kozak & Associates, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Realta Investment Advisors History No change 10 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
HighMark Wealth Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Cherry Tree Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Sep 15, 2026
Meramec Financial Planners, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Sunrise Financial Services, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 12, 2026