iSHARES TRUST - USIG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 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 | No change | 1,757,289 | 90,131 | 2.49% | 2.49% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 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 | No change | 127,522 | 6,540 | 0.18% | 0.18% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 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 |
| Farther Finance Advisors, LLC | History | No change | 62,172 | 3,189 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 59,517 | 3,053 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 59,362 | 3,044 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 58,053 | 2,977 | 0.18% | 0.18% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 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 |
| JANE STREET GROUP, LLC | History | No change | 31,700 | 1,625 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | No change | 30,236 | 1,550 | 0.23% | 0.23% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 29,637 | 1,520 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 28,830 | 1,478 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 28,525 | 1,463 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | No change | 27,832 | 1,428 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 27,795 | 1,425 | 0.11% | 0.11% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TMB Capital Partners, LLC | History | No change | 27,496 | 1,410 | 0.44% | 0.44% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 26,616 | 1,365 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 26,196 | 1,349 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tempo Wealth, LLC | History | No change | 26,254 | 1,346 | 0.2% | 0.2% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 26,223 | 1,344 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 26,154 | 1,341 | 0.18% | 0.18% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 25,862 | 1,326 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WBH ADVISORY INC | History | No change | 25,842 | 1,325 | 0.09% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JGP Wealth Management, LLC | History | No change | 25,658 | 1,315 | 0.12% | 0.12% | 161 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 24,718 | 1,267 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 24,427 | 1,252 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cumberland Partners Ltd | History | No change | 23,957 | 1,228 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 23,924 | 1,227 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 23,363 | 1,198 | 0.36% | 0.36% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 22,931 | 1,176 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 22,705 | 1,164 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 22,290 | 1,143 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 21,487 | 1,102 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pines Wealth Management, LLC | History | No change | 21,454 | 1,100 | 0.32% | 0.32% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 21,265 | 1,090 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 21,129 | 1,083 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 20,556 | 1,054 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Members Trust Co | History | No change | 20,219 | 1,037 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Saiph Capital, LLC | History | No change | 20,191 | 1,035 | 0.31% | 0.31% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,571 | 1,003 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 19,441 | 997 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 18,667 | 957 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,268 | 936 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 17,999 | 923 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,885 | 917 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 17,346 | 889 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 17,345 | 889 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 17,251 | 884 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NorthRock Partners, LLC | History | No change | 17,062 | 875 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diligent Investors, LLC | History | No change | 16,710 | 857 | 0.19% | 0.19% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 16,668 | 854 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TFB Advisors LLC | History | No change | 16,531 | 847 | 0.37% | 0.37% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prepared Retirement Institute LLC | History | No change | 16,500 | 846 | 0.36% | 0.36% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Calamos Advisors LLC | History | No change | 16,354 | 838 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 15,884 | 814 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 15,638 | 802 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seascape Capital Management | History | No change | 15,575 | 799 | 0.19% | 0.19% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHERN TRUST CORP | History | No change | 15,378 | 788 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 15,295 | 784 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 15,104 | 774 | 0.05% | 0.05% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxinas Partners, LLC | History | No change | 14,928 | 765 | 0.3% | 0.3% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | No change | 14,643 | 751 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 14,630 | 750 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investment Advisory Group, LLC | History | No change | 14,556 | 746 | 0.16% | 0.16% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 14,469 | 742 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 14,409 | 739 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthstar Advisors, LLC | History | No change | 14,366 | 736 | 0.21% | 0.21% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fisher Asset Management, LLC | History | No change | 14,191 | 727 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Montecito Bank & Trust | History | No change | 14,737 | 717 | 0.11% | 0.11% | 206 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Innova Wealth Partners | History | No change | 13,717 | 703 | 0.29% | 0.29% | 207 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 13,692 | 702 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRA Financial Services, LLC | History | No change | 13,649 | 700 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 13,412 | 687 | 0.17% | 0.17% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 13,040 | 668 | 0.1% | 0.1% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 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 |
| DAVIDSON TRUST CO | History | No change | 11,459 | 587 | 0.23% | 0.23% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 11,361 | 582 | 0.33% | 0.33% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 11,156 | 572 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 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 |
| Breakwater Capital Group | History | No change | 10,556 | 541 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 10,238 | 525 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | No change | 10,152 | 520 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Americana Partners, LLC | History | No change | 10,101 | 518 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 9,919 | 508 | 0.38% | 0.38% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,893 | 507 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 9,856 | 501 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 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 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 7,975 | 409 | 0.1% | 0.1% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 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 |