iSHARES TRUST - USRT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,802,136 | 319,102 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,607,024 | 306,136 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 2,795,189 | 185,740 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,214,451 | 147,150 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,938,379 | 128,805 | 0.57% | 0.57% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,919,207 | 127,531 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,757,195 | 116,765 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Co of Tennessee | History | No change | 1,195,061 | 79,412 | 13.88% | 13.88% | 8 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 950,667 | 63,196 | 0.19% | 0.19% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 940,273 | 62,481 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 841,781 | 56,870 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 852,214 | 56,629 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 841,122 | 55,892 | 0.68% | 0.68% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Disciplina Capital Management LLC | History | No change | 782,526 | 51,998 | 5.37% | 5.37% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 776,678 | 51,610 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 773,229 | 51,381 | 0.5% | 0.5% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 311,720 | 46,231 | 11.06% | 11.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | No change | 646,149 | 42,936 | 3.58% | 3.58% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 630,453 | 41,893 | 0.51% | 0.51% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 592,394 | 39,364 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | No change | 576,946 | 38,338 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rodgers & Associates, LTD | History | No change | 401,892 | 26,705 | 2.42% | 2.42% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Charles Schwab Trust Co | History | No change | 392,426 | 26,076 | 1.45% | 1.45% | 23 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SMI Advisory Services, LLC | History | No change | 377,626 | 25,297 | 4.1% | 4.1% | 24 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Neuberger Berman Group LLC | History | No change | 376,313 | 25,005 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 359,790 | 23,908 | 2.66% | 2.66% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 356,874 | 23,714 | 0.26% | 0.26% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 356,379 | 23,681 | 0.27% | 0.27% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 355,500 | 23,622 | 0.39% | 0.39% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 93 Financial Group, LLC | History | No change | 351,878 | 23,382 | 9.23% | 9.23% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial & Tax Architects, LLC | History | No change | 338,845 | 22,516 | 4.75% | 4.75% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| S. R. Schill & Associates | History | No change | 326,591 | 21,701 | 13.1% | 13.1% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 306,909 | 20,394 | 2.92% | 2.92% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 299,168 | 19,969 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 292,646 | 19,449 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stadion Money Management, LLC | History | No change | 279,251 | 18,556 | 1.6% | 1.6% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 278,505 | 18,506 | 0.24% | 0.24% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 275,472 | 18,305 | 4.21% | 4.21% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 273,818 | 18,195 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 272,169 | 18,085 | 1.47% | 1.47% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 269,733 | 17,923 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | No change | 259,281 | 17,229 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 257,149 | 17,087 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 252,533 | 16,780 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 252,344 | 16,768 | 0.81% | 0.81% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighPoint Advisor Group LLC | History | No change | 249,669 | 16,590 | 0.58% | 0.58% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 243,424 | 16,175 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Biltmore Wealth Management, LLC | History | No change | 226,548 | 15,054 | 4.7% | 4.7% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 212,247 | 14,103 | 1.61% | 1.61% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOLLER WEALTH PARTNERS | History | No change | 206,928 | 13,750 | 2.49% | 2.49% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 200,743 | 13,339 | 0.25% | 0.25% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 194,590 | 12,930 | 0.83% | 0.83% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 192,115 | 12,766 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | No change | 175,537 | 11,664 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 171,701 | 11,600 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 173,302 | 11,516 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freedom Day Solutions, LLC | History | No change | 172,982 | 11,494 | 2.54% | 2.54% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 170,628 | 11,338 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 162,212 | 10,959 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 164,291 | 10,917 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 161,724 | 10,745 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Management, Inc. | History | No change | 156,555 | 10,403 | 1.5% | 1.5% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 155,021 | 10,301 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gimbal Financial | History | No change | 153,565 | 10,204 | 6.27% | 6.27% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | No change | 137,999 | 9,170 | 0.24% | 0.24% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ERn Financial, LLC | History | No change | 132,502 | 8,804 | 1.46% | 1.46% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 124,877 | 8,298 | 0.69% | 0.69% | 67 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TPG Financial Advisors, LLC | History | No change | 123,227 | 8,188 | 2.45% | 2.45% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spartan Planning & Wealth Management | History | No change | 120,727 | 8,022 | 5.34% | 5.34% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 116,234 | 7,723 | 1.53% | 1.53% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 115,955 | 7,705 | 0.65% | 0.65% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 115,157 | 7,679 | 0.97% | 0.97% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 110,801 | 7,362 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Financial Group LLC | History | No change | 109,467 | 7,274 | 0.82% | 0.82% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 108,528 | 7,211 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peak Financial Management, Inc. | History | No change | 104,740 | 6,960 | 1.6% | 1.6% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 101,325 | 6,733 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | No change | 98,502 | 6,545 | 0.17% | 0.17% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 94,706 | 6,406 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 94,508 | 6,280 | 0.46% | 0.46% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 89,565 | 5,952 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 88,426 | 5,875 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 78,423 | 5,211 | 2.51% | 2.51% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prosperity Planning, Inc. | History | No change | 77,786 | 5,168 | 1.18% | 1.18% | 84 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Envision Financial LLC | History | No change | 76,982 | 5,115 | 2.36% | 2.36% | 85 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMERCE BANK | History | No change | 75,696 | 5,029 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 71,829 | 4,773 | 0.55% | 0.55% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | No change | 71,672 | 4,762 | 2.01% | 2.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Naviter Wealth, LLC | History | No change | 70,349 | 4,674 | 0.42% | 0.42% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Windsor Capital Management, LLC | History | No change | 67,817 | 4,506 | 1.17% | 1.17% | 90 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 67,800 | 4,505 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 66,953 | 4,449 | 0.18% | 0.18% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 66,290 | 4,405 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millington Financial Advisors, LLC | History | No change | 62,738 | 4,318 | 1.7% | 1.7% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 64,160 | 4,263 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 63,069 | 4,190 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 62,393 | 4,146 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 61,568 | 4,091 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 59,495 | 3,953 | 11.5% | 11.5% | 99 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Management, Inc. | History | No change | 58,046 | 3,857 | 3.16% | 3.16% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 57,296 | 3,807 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 56,493 | 3,754 | 0.41% | 0.41% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VestGen Advisors, LLC | History | No change | 54,487 | 3,620 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 54,301 | 3,608 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 53,836 | 3,577 | 0.55% | 0.55% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Financial, LLC | History | No change | 53,465 | 3,552 | 0.42% | 0.42% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 52,702 | 3,502 | 2.42% | 2.42% | 107 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 50,867 | 3,380 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Planning Fort Collins, LLC | History | No change | 50,102 | 3,341 | 2.53% | 2.53% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RFG Advisory, LLC | History | No change | 49,983 | 3,321 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ES4, LLC | History | No change | 49,011 | 3,256 | 1.71% | 1.71% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 48,195 | 3,202 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 47,934 | 3,185 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 47,713 | 3,170 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 46,358 | 3,080 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 46,219 | 3,071 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthTrak Capital Management LLC | History | No change | 45,230 | 3,005 | 1.98% | 1.98% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Group, Inc. | History | No change | 44,189 | 2,936 | 1.54% | 1.54% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Weil Company, Inc. | History | No change | 43,875 | 2,915 | 0.51% | 0.51% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dogwood Wealth Management LLC | History | No change | 42,890 | 2,850 | 1.12% | 1.12% | 120 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 44,687 | 2,751 | 0.74% | 0.81% | 121 | -1,822 | -3.92% | Q3 2026 | Oct 02, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 40,915 | 2,718 | 1.78% | 1.78% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 40,796 | 2,710 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 38,419 | 2,552 | 1.61% | 1.61% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 37,677 | 2,503 | 0.21% | 0.21% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | No change | 36,836 | 2,447 | 2.15% | 2.15% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Baird Financial Group, Inc. | History | No change | 36,556 | 2,429 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fonville Wealth Management LLC | History | No change | 36,298 | 2,411 | 0.39% | 0.39% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Virtus Family Office LLC | History | No change | 36,059 | 2,396 | 1.89% | 1.89% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 34,554 | 2,296 | 0.7% | 0.7% | 130 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SeedSafe Financial LLC | History | No change | 34,255 | 2,275 | 1.64% | 1.64% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,001 | 2,259 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 33,125 | 2,201 | 1.64% | 1.64% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 31,785 | 2,148 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 31,994 | 2,126 | 0.88% | 0.88% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 31,562 | 2,097 | 0.2% | 0.2% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TENET WEALTH PARTNERS, LLC | History | No change | 29,632 | 2,058 | 1.53% | 1.53% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpha Financial Partners LLC | History | No change | 30,563 | 2,030 | 1.07% | 1.07% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 30,500 | 2,026 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 30,337 | 2,015 | 0.17% | 0.17% | 140 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 29,851 | 1,984 | 0.99% | 0.99% | 141 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| TriaGen Wealth Management LLC | History | No change | 29,482 | 1,959 | 0.49% | 0.49% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 29,461 | 1,957 | 0.85% | 0.85% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 29,352 | 1,950 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vise Technologies, Inc. | History | No change | 29,218 | 1,941 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 29,171 | 1,938 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 29,024 | 1,932 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 28,599 | 1,900 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frontier Asset Management, LLC | History | No change | 28,093 | 1,866 | 0.33% | 0.33% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 27,155 | 1,804 | 0.56% | 0.56% | 150 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 26,577 | 1,790 | 0.72% | 0.72% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospect Financial Group LLC | History | No change | 26,936 | 1,789 | 1.44% | 1.44% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 25,909 | 1,721 | 0.29% | 0.29% | 153 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 25,507 | 1,694 | 0.32% | 0.32% | 154 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 25,507 | 1,694 | 0.32% | 0.32% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 24,865 | 1,653 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 23,826 | 1,583 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 23,768 | 1,579 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 22,688 | 1,507 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 22,662 | 1,505 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 21,853 | 1,504 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 22,250 | 1,478 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shum Financial Group, Inc. | History | No change | 22,124 | 1,470 | 0.89% | 0.89% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SigFig Wealth Management, LLC | History | No change | 21,243 | 1,435 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 21,561 | 1,432 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | No change | 21,561 | 1,432 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 21,336 | 1,417 | 0.13% | 0.13% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quantinno Capital Management LP | History | No change | 20,020 | 1,330 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | No change | 19,996 | 1,328 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tyche Wealth Partners LLC | History | No change | 19,790 | 1,315 | 0.18% | 0.18% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspen Wealth Management LLC | History | No change | 19,660 | 1,306 | 0.22% | 0.22% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intergy Private Wealth, LLC | History | No change | 19,326 | 1,284 | 0.3% | 0.3% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| American State Bank (Iowa) | History | No change | 19,224 | 1,277 | 0.52% | 0.52% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nolet Wealth Management, LLC | History | No change | 19,036 | 1,264 | 0.7% | 0.7% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 18,780 | 1,247 | 0.4% | 0.4% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ellenbecker Investment Group | History | No change | 18,594 | 1,235 | 0.14% | 0.14% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 18,593 | 1,235 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 18,600 | 1,235 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 18,581 | 1,234 | 0.15% | 0.15% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| River Street Advisors LLC | History | No change | 18,279 | 1,214 | 0.36% | 0.36% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 17,753 | 1,179 | 0.29% | 0.29% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 17,714 | 1,177 | 0.91% | 0.91% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Retirement, LLC | History | No change | 17,380 | 1,154 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thompson David Blair | History | No change | 17,375 | 1,154 | 0.58% | 0.58% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellis Investment Partners, LLC | History | No change | 16,949 | 1,126 | 0.17% | 0.17% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 16,859 | 1,120 | 0.6% | 0.6% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aureus Asset Management, LLC | History | No change | 16,434 | 1,092 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 16,375 | 1,088 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 15,969 | 1,061 | 0.21% | 0.21% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Financial Planning, Inc. | History | No change | 15,829 | 1,051 | 0.55% | 0.55% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kagan Cocozza Asset Management | History | No change | 15,576 | 1,035 | 0.65% | 0.65% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 15,425 | 1,025 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | No change | 15,431 | 1,025 | 0.26% | 0.26% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Range Financial Group LLC | History | No change | 15,001 | 996 | 0.27% | 0.27% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 14,878 | 988 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 14,645 | 973 | 0.67% | 0.67% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 14,599 | 970 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | No change | 14,411 | 957 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nautilus Advisors LLC | History | No change | 14,246 | 950 | 0.56% | 0.56% | 199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 14,005 | 930 | 0.51% | 0.51% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RHS Financial, LLC | History | No change | 13,989 | 929 | 0.37% | 0.37% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 13,757 | 914 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,445 | 893 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 13,157 | 874 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN ADVISORY INC | History | No change | 13,019 | 865 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocate Investing Services LLC | History | No change | 12,700 | 843 | 0.65% | 0.65% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 12,624 | 838 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RKL Wealth Management LLC | History | No change | 12,551 | 833 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J2 Capital Management Inc | History | No change | 12,370 | 821 | 0.55% | 0.55% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ridgewood Investments LLC | History | No change | 12,301 | 817 | 0.31% | 0.31% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthCollab, LLC | History | No change | 12,131 | 806 | 0.29% | 0.29% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,819 | 785 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 11,456 | 761 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 11,208 | 744 | 0.18% | 0.18% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 11,155 | 741 | 0.8% | 0.8% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 11,131 | 739 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| AWM CAPITAL, LLC | History | No change | 11,107 | 738 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 11,083 | 736 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRIGHTON JONES LLC | History | No change | 11,052 | 734 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 11,060 | 734 | 0.13% | 0.13% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1832 Asset Management L.P. | History | No change | 11,016 | 732 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wrenne Financial Planning LLC | History | No change | 10,956 | 728 | 0.25% | 0.25% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 10,928 | 726 | 0.11% | 0.11% | 223 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 10,888 | 723 | 0.16% | 0.16% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Darden Wealth Group Inc | History | No change | 10,800 | 717 | 0.28% | 0.28% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,304 | 715 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,304 | 715 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 10,756 | 714 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Point72 Asset Management, L.P. | History | No change | 10,730 | 713 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garde Capital, Inc. | History | No change | 10,330 | 686 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,316 | 685 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trademark Financial Management, LLC | History | No change | 10,195 | 677 | 0.28% | 0.28% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 10,011 | 665 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 9,985 | 663 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 9,983 | 663 | 0.11% | 0.11% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heck Capital Advisors, LLC | History | No change | 9,631 | 639 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,462 | 628 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 9,355 | 621 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HF Advisory Group, LLC | History | No change | 9,260 | 615 | 0.19% | 0.19% | 239 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | No change | 9,209 | 611 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 9,102 | 604 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 8,848 | 588 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 8,494 | 564 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Landmark Wealth Management, LLC | History | No change | 8,372 | 556 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial Consulting LLC | History | No change | 8,354 | 555 | 0.38% | 0.38% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MBL Wealth, LLC | History | No change | 8,332 | 553 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,297 | 551 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 8,288 | 551 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 8,238 | 547 | 0.41% | 0.41% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWAM LLC | History | No change | 8,212 | 545 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 8,050 | 534 | 0.22% | 0.22% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,049 | 534 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 7,989 | 530 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBE Wealth Management, LLC | History | No change | 7,851 | 521 | 0.18% | 0.18% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FourThought Financial Partners, LLC | History | No change | 7,783 | 517 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,733 | 513 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 7,712 | 512 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,516 | 499 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 7,480 | 497 | 0.18% | 0.18% | 259 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,400 | 491 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 7,385 | 490 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 7,308 | 485 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 6,926 | 460 | 0.29% | 0.29% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 6,856 | 455 | 0.25% | 0.25% | 264 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,803 | 452 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 6,748 | 448 | 0.11% | 0.11% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,728 | 447 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 6,713 | 446 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,710 | 445 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 6,144 | 408 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Destiny Capital Corp/CO | History | No change | 6,095 | 405 | 0.19% | 0.19% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Krane Financial Solutions LLC | History | No change | 6,041 | 401 | 0.25% | 0.25% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VERITY Wealth Advisors | History | No change | 5,996 | 398 | 0.24% | 0.24% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,959 | 395 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RDA Financial Network | History | No change | 5,893 | 391 | 0.09% | 0.09% | 275 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 5,867 | 389 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 5,706 | 379 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RVW Wealth, LLC | History | No change | 5,717 | 379 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,706 | 379 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 5,695 | 378 | 0.15% | 0.15% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 5,605 | 372 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 5,573 | 370 | 0.2% | 0.2% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 5,550 | 368 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| REDW Wealth LLC | History | No change | 5,523 | 366 | 0.13% | 0.13% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneAscent Financial Services LLC | History | No change | 5,460 | 362 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CGN Advisors LLC | History | No change | 5,433 | 360 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Redwood Financial Network Corp | History | No change | 5,175 | 343 | 0.19% | 0.19% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,115 | 339 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 5,100 | 339 | 0.16% | 0.16% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 5,085 | 337 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hexagon Capital Partners LLC | History | No change | 4,994 | 331 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | No change | 4,926 | 327 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| United Advisor Group, LLC | History | No change | 4,872 | 323 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 4,851 | 322 | 0.13% | 0.13% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,801 | 319 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Finley Financial, LLC | History | No change | 4,780 | 317 | 0.13% | 0.13% | 296 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,598 | 305 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GWN SECURITIES INC. | History | No change | 4,576 | 304 | 0.05% | 0.05% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PDS Planning, Inc | History | No change | 4,429 | 294 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 4,396 | 292 | 0.09% | 0.09% | 300 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |