iSHARES TRUST - USMV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 15,350,328 | 1,480,692 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 14,642,755 | 1,412,440 | 0.38% | 0.38% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 14,034,510 | 1,353,768 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,345,824 | 1,190,878 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 7,953,963 | 767,239 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,702,673 | 458,517 | 0.77% | 0.77% | 6 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 4,455,291 | 429,757 | 8.14% | 8.14% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 4,455,291 | 429,757 | 7.13% | 7.13% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,247,471 | 409,711 | 0.2% | 0.2% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,763,692 | 363,023 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BlackRock, Inc. | History | No change | 3,457,587 | 333,518 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,396,004 | 327,578 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,119,340 | 300,891 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 2,168,165 | 209,141 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,029,125 | 195,120 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,884,255 | 181,849 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,816,713 | 175,240 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,582,221 | 152,622 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,556,142 | 150,105 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,449,879 | 139,855 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,419,542 | 136,929 | 0.64% | 0.64% | 21 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cerity Partners LLC | History | No change | 1,373,229 | 132,462 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 1,346,488 | 129,882 | 0.22% | 0.22% | 23 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,257,338 | 120,693 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,209,687 | 116,686 | 0.85% | 0.85% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,177,268 | 113,559 | 2.32% | 2.32% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 1,114,252 | 107,480 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,093,909 | 105,518 | 0.24% | 0.24% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,067,976 | 103,016 | 0.13% | 0.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Horizon Investments, LLC | History | No change | 943,459 | 91,006 | 1.0% | 1.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 928,271 | 89,540 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 908,696 | 87,683 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 851,515 | 82,137 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 837,287 | 80,881 | 2.91% | 2.91% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | No change | 818,996 | 79,000 | 0.79% | 0.79% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 725,620 | 69,993 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 721,422 | 69,588 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 706,484 | 68,147 | 0.2% | 0.2% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 686,315 | 66,201 | 0.25% | 0.25% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 673,975 | 65,011 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 668,232 | 64,457 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 627,522 | 60,531 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 600,897 | 57,962 | 0.27% | 0.27% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 595,110 | 57,404 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 558,307 | 53,854 | 0.27% | 0.27% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 497,800 | 48,017 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Facet Wealth, Inc. | History | No change | 467,953 | 45,138 | 0.65% | 0.65% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 440,532 | 42,493 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 427,816 | 41,267 | 0.27% | 0.27% | 49 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| High Probability Advisors, LLC | History | No change | 417,169 | 40,240 | 4.3% | 4.3% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BARCLAYS PLC | History | No change | 411,404 | 39,684 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 387,700 | 37,397 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 386,309 | 37,263 | 0.16% | 0.16% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 375,016 | 36,173 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Symmetry Partners, LLC | History | No change | 357,531 | 34,487 | 1.76% | 1.76% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Klingman & Associates, LLC | History | No change | 354,842 | 34,228 | 1.46% | 1.46% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 352,667 | 34,018 | 2.66% | 2.66% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 330,997 | 31,927 | 3.78% | 3.78% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 329,372 | 31,771 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 306,368 | 29,552 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 300,365 | 28,973 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GDS Wealth Management | History | No change | 289,589 | 27,933 | 1.33% | 1.33% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 285,277 | 27,517 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestcor Inc | History | No change | 267,168 | 25,771 | 0.64% | 0.64% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rehmann Capital Advisory Group | History | No change | 257,439 | 24,841 | 1.14% | 1.14% | 65 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 256,280 | 24,721 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 255,013 | 24,598 | 2.8% | 2.8% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 253,692 | 24,471 | 1.05% | 1.05% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | No change | 251,132 | 24,224 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Adaptive Financial Consulting, LLC | History | No change | 241,162 | 23,262 | 8.15% | 8.15% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassia Capital Partners, LLC | History | No change | 237,046 | 22,863 | 11.08% | 11.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Well Done, LLC | History | No change | 230,337 | 22,218 | 2.99% | 2.99% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pacific Center for Financial Services | History | No change | 228,692 | 22,059 | 4.92% | 4.92% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 228,133 | 22,005 | 0.27% | 0.27% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 226,613 | 21,859 | 5.12% | 5.12% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | No change | 224,607 | 21,782 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 224,652 | 21,669 | 0.33% | 0.33% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 224,182 | 21,625 | 2.18% | 2.18% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 223,733 | 21,581 | 0.18% | 0.18% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 221,195 | 21,336 | 2.7% | 2.7% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 219,776 | 21,199 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Journey Advisory Group, LLC | History | No change | 219,463 | 21,169 | 1.62% | 1.62% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 215,785 | 20,814 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 213,114 | 20,556 | 1.61% | 1.61% | 84 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 199,658 | 19,259 | 0.14% | 0.14% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 198,781 | 19,174 | 0.21% | 0.21% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 197,413 | 19,042 | 5.16% | 5.16% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 196,227 | 18,928 | 0.19% | 0.19% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 195,770 | 18,884 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 191,781 | 18,499 | 5.18% | 5.18% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 189,103 | 18,234 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 183,663 | 17,716 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Darrow Company, Inc. | History | No change | 180,315 | 17,393 | 6.74% | 6.74% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aspen Private Advisors, LLC | History | No change | 176,422 | 17,017 | 17.07% | 17.07% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 175,596 | 16,937 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 174,990 | 16,879 | 4.26% | 4.26% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | No change | 174,126 | 16,796 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Wealth Partners, LLC | History | No change | 173,650 | 16,750 | 2.39% | 2.39% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 171,637 | 16,556 | 1.52% | 1.52% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Leelyn Smith, LLC | History | No change | 165,959 | 16,008 | 1.95% | 1.95% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 165,518 | 15,965 | 2.38% | 2.38% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trinity Wealth Management, LLC | History | No change | 154,469 | 14,900 | 4.73% | 4.73% | 102 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Bank & Trust | History | No change | 153,496 | 14,806 | 2.82% | 2.82% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 153,316 | 14,788 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 152,510 | 14,711 | 0.75% | 0.75% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 150,253 | 14,493 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Koenig Investment Advisory, LLC | History | No change | 150,113 | 14,479 | 11.25% | 11.25% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 149,994 | 14,468 | 2.72% | 2.72% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 149,415 | 14,412 | 1.12% | 1.12% | 109 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valmark Advisers, Inc. | History | No change | 148,849 | 14,358 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carrera Capital Advisors | History | No change | 146,448 | 14,126 | 2.09% | 2.09% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 146,448 | 14,126 | 2.61% | 2.61% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 145,583 | 14,042 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KWMG, LLC | History | No change | 144,434 | 13,932 | 1.01% | 1.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | No change | 141,399 | 13,800 | 5.83% | 5.83% | 115 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KilterHowling LLC | History | No change | 142,089 | 13,705 | 6.14% | 6.14% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 139,146 | 13,422 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 138,170 | 13,327 | 0.72% | 0.72% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 135,164 | 13,037 | 1.16% | 1.16% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 131,603 | 12,694 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 131,524 | 12,686 | 6.64% | 6.64% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| White Pine Investment CO | History | No change | 129,782 | 12,519 | 2.67% | 2.67% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 129,736 | 12,514 | 3.86% | 3.86% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 129,580 | 12,499 | 6.12% | 6.12% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Capital Management LLC | History | No change | 126,855 | 12,236 | 1.0% | 1.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 126,013 | 12,155 | 5.2% | 5.2% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 123,482 | 11,911 | 2.01% | 2.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 122,383 | 11,805 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Advisory Services, LLC | History | No change | 122,116 | 11,779 | 8.29% | 8.29% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 120,825 | 11,654 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 118,607 | 11,440 | 0.19% | 0.19% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Diversify Advisory Services, LLC | History | No change | 115,466 | 11,263 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 115,466 | 11,263 | 0.19% | 0.19% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 113,288 | 10,927 | 7.98% | 7.98% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 112,746 | 10,875 | 0.29% | 0.29% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 112,879 | 10,854 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ancora Advisors LLC | History | No change | 111,141 | 10,720 | 0.21% | 0.21% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 110,505 | 10,659 | 0.49% | 0.49% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 110,492 | 10,658 | 0.19% | 0.19% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Planning LLC | History | No change | 108,209 | 10,437 | 3.04% | 3.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bay Rivers Group | History | No change | 107,471 | 10,366 | 3.54% | 3.54% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 107,404 | 10,360 | 1.59% | 1.59% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COURIER CAPITAL LLC | History | No change | 107,268 | 10,347 | 0.52% | 0.52% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bellwether Advisors, LLC | History | No change | 105,891 | 10,214 | 1.51% | 1.51% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 105,628 | 10,188 | 0.12% | 0.12% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | No change | 103,342 | 10,163 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 104,834 | 10,112 | 0.17% | 0.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Flagship Private Wealth, LLC | History | No change | 103,914 | 10,023 | 3.54% | 3.54% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 102,656 | 9,902 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 101,004 | 9,768 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 101,161 | 9,758 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 100,285 | 9,673 | 0.23% | 0.23% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONECO ADVISORS, LLC | History | No change | 100,105 | 9,656 | 0.59% | 0.59% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brickley Wealth Management | History | No change | 99,796 | 9,626 | 1.38% | 1.38% | 154 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sowell Financial Services LLC | History | No change | 98,759 | 9,526 | 0.31% | 0.31% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 98,110 | 9,463 | 2.1% | 2.1% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MA Private Wealth | History | No change | 98,051 | 9,457 | 1.41% | 1.41% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Winthrop Capital Management, LLC | History | No change | 97,379 | 9,393 | 2.27% | 2.27% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 97,072 | 9,363 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 10Elms LLP | History | No change | 96,403 | 9,299 | 3.94% | 3.94% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 95,292 | 9,238 | 0.89% | 0.89% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advyzon Investment Management, LLC | History | No change | 95,461 | 9,208 | 0.67% | 0.67% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 93,920 | 9,059 | 7.82% | 7.82% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Calamos Wealth Management LLC | History | No change | 92,508 | 8,923 | 0.27% | 0.27% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Enhancement Group LLC | History | No change | 92,415 | 8,914 | 1.06% | 1.06% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 90,916 | 8,769 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Torrey-Payne Wealth Management, LLC | History | No change | 87,462 | 8,436 | 6.94% | 6.94% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 86,684 | 8,361 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | No change | 86,141 | 8,309 | 3.4% | 3.4% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 84,449 | 8,145 | 0.26% | 0.26% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Custos Family Office, LLC | History | No change | 84,419 | 8,143 | 4.88% | 4.88% | 171 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | No change | 84,062 | 8,108 | 2.36% | 2.36% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 83,929 | 8,095 | 6.43% | 6.43% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 82,314 | 7,939 | 2.02% | 2.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Able Wealth Management LLC | History | No change | 81,811 | 7,891 | 1.81% | 1.81% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 82,842 | 7,682 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 79,383 | 7,657 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 79,350 | 7,654 | 1.42% | 1.42% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASPIRIANT, LLC | History | No change | 79,030 | 7,623 | 0.19% | 0.19% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| M&T BANK CORP | History | No change | 78,689 | 7,590 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 78,604 | 7,582 | 0.19% | 0.19% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 78,499 | 7,572 | 0.22% | 0.22% | 182 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 78,300 | 7,552 | 0.3% | 0.3% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Essex Financial Services, Inc. | History | No change | 77,917 | 7,515 | 0.37% | 0.37% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 77,837 | 7,508 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 77,388 | 7,464 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 77,300 | 7,456 | 0.78% | 0.78% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 77,283 | 7,454 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 77,265 | 7,452 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 76,855 | 7,413 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 76,015 | 7,332 | 0.52% | 0.52% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 75,582 | 7,290 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 75,222 | 7,255 | 0.57% | 0.57% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Buchholz LLC | History | No change | 74,598 | 7,195 | 2.59% | 2.59% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 74,283 | 7,165 | 0.27% | 0.27% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vise Technologies, Inc. | History | No change | 73,191 | 7,059 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 72,931 | 7,034 | 0.61% | 0.61% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | No change | 72,795 | 7,023 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| iA Global Asset Management Inc. | History | No change | 72,015 | 6,947 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Csenge Advisory Group | History | No change | 71,877 | 6,933 | 0.28% | 0.28% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 71,754 | 6,921 | 0.36% | 0.36% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 71,668 | 6,913 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 71,674 | 6,913 | 0.23% | 0.23% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | No change | 71,589 | 6,905 | 1.96% | 1.96% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 71,028 | 6,851 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 70,524 | 6,802 | 3.19% | 3.19% | 206 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Shore Point Advisors, LLC | History | No change | 70,368 | 6,787 | 2.32% | 2.32% | 207 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avant Capital LLC | History | No change | 70,218 | 6,773 | 4.24% | 4.24% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 70,041 | 6,756 | 0.22% | 0.22% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 69,675 | 6,720 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 69,480 | 6,702 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Family Manage LLC | History | No change | 69,405 | 6,694 | 0.69% | 0.69% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allred Capital Management, LLC | History | No change | 68,202 | 6,578 | 2.16% | 2.16% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 67,139 | 6,476 | 0.07% | 0.07% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wharton Business Group, LLC | History | No change | 66,592 | 6,423 | 0.21% | 0.21% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redwood Park Advisors LLC | History | No change | 66,390 | 6,404 | 4.21% | 4.21% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 65,552 | 6,323 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Choate Investment Advisors | History | No change | 65,374 | 6,305 | 0.11% | 0.11% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 65,223 | 6,291 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 63,882 | 6,162 | 0.69% | 0.69% | 220 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KWB Wealth | History | No change | 63,578 | 6,132 | 0.52% | 0.52% | 221 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Investment Advisory Group, LLC | History | No change | 63,504 | 6,125 | 1.33% | 1.33% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 63,293 | 6,105 | 0.11% | 0.11% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 65,650 | 6,097 | 0.1% | 0.1% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 62,285 | 6,007 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 77,277 | 5,999 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 61,853 | 5,966 | 3.33% | 3.33% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mann Financial Group, Inc. | History | No change | 61,723 | 5,953 | 4.98% | 4.98% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 61,035 | 5,887 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Asset Management, LLC | History | No change | 60,752 | 5,860 | 2.47% | 2.47% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 60,627 | 5,848 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 60,182 | 5,805 | 3.88% | 3.88% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 59,864 | 5,774 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 59,534 | 5,742 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 58,992 | 5,690 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 58,985 | 5,689 | 0.74% | 0.74% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gotham Asset Management, LLC | History | No change | 58,833 | 5,675 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 58,581 | 5,650 | 4.01% | 4.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dakota Wealth Management | History | No change | 58,525 | 5,645 | 0.11% | 0.11% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 58,290 | 5,622 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 57,953 | 5,590 | 0.39% | 0.39% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 57,885 | 5,583 | 0.1% | 0.1% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 57,284 | 5,525 | 0.1% | 0.1% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modus Advisors, LLC | History | No change | 57,231 | 5,520 | 1.36% | 1.36% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 57,093 | 5,507 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 57,012 | 5,499 | 0.31% | 0.31% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 56,808 | 5,479 | 0.7% | 0.7% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 56,363 | 5,436 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Portfolio Design Labs, LLC | History | No change | 56,236 | 5,424 | 0.89% | 0.89% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 56,096 | 5,411 | 0.32% | 0.32% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 55,252 | 5,329 | 1.13% | 1.13% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Performance Wealth Partners, LLC | History | No change | 55,168 | 5,321 | 0.13% | 0.13% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compton Financial Group, LLC | History | No change | 54,802 | 5,286 | 1.02% | 1.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 54,152 | 5,223 | 1.04% | 1.04% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Apollon Financial, LLC | History | No change | 54,022 | 5,210 | 0.61% | 0.61% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 53,348 | 5,145 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascent Group, LLC | History | No change | 53,081 | 5,120 | 0.15% | 0.15% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invariant Investment Management | History | No change | 51,863 | 5,076 | 2.98% | 2.98% | 258 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 52,587 | 5,072 | 1.41% | 1.41% | 259 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 52,500 | 5,064 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 51,914 | 5,007 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 50,888 | 4,908 | 0.1% | 0.1% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 50,834 | 4,903 | 0.47% | 0.47% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTRUST BANK NA | History | No change | 50,625 | 4,883 | 0.36% | 0.36% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Planning, LLC | History | No change | 50,464 | 4,867 | 1.13% | 1.13% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aureum Wealth Management, LLC | History | No change | 50,047 | 4,827 | 2.99% | 2.99% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RHS Financial, LLC | History | No change | 49,931 | 4,816 | 1.94% | 1.94% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 48,414 | 4,717 | 0.33% | 0.34% | 268 | -1,429 | -2.87% | Q3 2026 | Oct 05, 2026 |
| Cordatus Wealth Management LLC | History | No change | 48,112 | 4,640 | 1.02% | 1.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CreativeOne Wealth, LLC | History | No change | 47,540 | 4,585 | 0.1% | 0.1% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 47,281 | 4,560 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 46,625 | 4,497 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Milestone Investment Advisors LLC | History | No change | 46,446 | 4,480 | 0.97% | 0.97% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 46,437 | 4,479 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 46,375 | 4,473 | 2.92% | 2.92% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Montecito Bank & Trust | History | Reduced | 45,269 | 4,411 | 0.67% | 0.65% | 276 | -100 | -0.22% | Q3 2026 | Oct 01, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 45,280 | 4,367 | 2.01% | 2.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 44,935 | 4,334 | 1.43% | 1.43% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Round Rock Advisors LLC | History | No change | 44,307 | 4,273 | 0.55% | 0.55% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 44,185 | 4,262 | 0.23% | 0.23% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Advisor Network LLC | History | No change | 44,168 | 4,260 | 5.33% | 5.33% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 44,137 | 4,257 | 1.44% | 1.44% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 44,126 | 4,256 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 43,211 | 4,168 | 0.15% | 0.15% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 42,793 | 4,127 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 42,732 | 4,121 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 42,714 | 4,120 | 2.73% | 2.73% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | No change | 42,642 | 4,113 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 42,476 | 4,097 | 0.13% | 0.13% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trilogy Capital Inc. | History | No change | 42,197 | 4,070 | 0.16% | 0.16% | 290 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 42,051 | 4,055 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 41,786 | 4,030 | 0.26% | 0.26% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 41,728 | 4,025 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 41,734 | 4,025 | 0.23% | 0.23% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 41,527 | 4,005 | 0.74% | 0.74% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 41,290 | 3,982 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | No change | 41,029 | 3,957 | 0.23% | 0.23% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 40,918 | 3,946 | 1.21% | 1.21% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 40,843 | 3,939 | 1.4% | 1.4% | 299 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Woodside Wealth Management LLC | History | No change | 40,734 | 3,929 | 2.74% | 2.74% | 300 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |