iSHARES TRUST - VLUE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mason Investment Advisory Services, Inc. | History | No change | 4,471,056 | 893,361 | 33.98% | 33.98% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,302,880 | 659,948 | 0.35% | 0.35% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Matson Money. Inc. | History | No change | 2,285,925 | 456,750 | 12.72% | 12.72% | 3 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,481,507 | 296,020 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,344,791 | 268,702 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,127,613 | 225,308 | 0.28% | 0.28% | 6 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Wharton Business Group, LLC | History | No change | 1,066,732 | 213,144 | 7.13% | 7.13% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,033,896 | 206,582 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 981,271 | 196,067 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 924,975 | 184,819 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 788,426 | 157,535 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 678,701 | 136,330 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 588,750 | 117,638 | 8.71% | 8.71% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 586,569 | 117,202 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 557,547 | 111,403 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marks Wealth, LLC | History | No change | 541,454 | 108,187 | 23.42% | 23.42% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kathmere Capital Management, LLC | History | No change | 427,319 | 85,382 | 4.52% | 4.52% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 398,981 | 79,721 | 0.15% | 0.15% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 347,900 | 69,513 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL PLC | History | No change | 330,000 | 65,937 | 0.36% | 0.36% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 328,620 | 65,661 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 319,562 | 63,851 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 301,994 | 60,341 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 282,246 | 56,395 | 0.17% | 0.17% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 275,103 | 54,964 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 234,568 | 46,869 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 231,953 | 46,347 | 14.26% | 14.26% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 218,300 | 43,618 | 0.19% | 0.19% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 217,534 | 43,465 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 199,422 | 39,846 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 185,025 | 36,988 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 170,213 | 34,010 | 4.12% | 4.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 220,580 | 31,364 | 0.87% | 0.87% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 155,811 | 31,132 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 150,258 | 30,065 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 151,486 | 29,610 | 2.89% | 2.89% | 36 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 147,285 | 29,428 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elk River Wealth Management LLC | History | No change | 145,290 | 29,030 | 4.62% | 4.62% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 145,169 | 29,006 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | No change | 144,052 | 28,783 | 2.12% | 2.12% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 141,532 | 28,279 | 0.52% | 0.52% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 136,475 | 27,269 | 9.3% | 9.3% | 42 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Lido Advisors, LLC | History | No change | 135,522 | 27,078 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | No change | 134,134 | 26,801 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 128,980 | 25,771 | 0.81% | 0.81% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Group, Inc. | History | No change | 121,806 | 24,338 | 0.65% | 0.65% | 46 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Erste Asset Management GmbH | History | No change | 120,600 | 24,224 | 0.19% | 0.19% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 112,651 | 22,508 | 0.62% | 0.62% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 112,504 | 22,479 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AdvisorShares Investments LLC | History | No change | 110,611 | 22,101 | 2.67% | 2.67% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 110,469 | 22,072 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 108,424 | 21,664 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 98,500 | 19,681 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 93,366 | 18,655 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 80,703 | 16,125 | 0.22% | 0.22% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 80,653 | 16,115 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Systelligence, LLC | History | No change | 78,932 | 15,771 | 2.63% | 2.63% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EFG International AG | History | No change | 74,816 | 14,949 | 0.27% | 0.27% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 72,508 | 14,487 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TRB Wealth Management, LLC | History | No change | 72,474 | 14,481 | 1.93% | 1.93% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 68,959 | 13,778 | 2.94% | 2.94% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 68,554 | 13,698 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 65,475 | 13,082 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 65,283 | 13,044 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 64,003 | 12,788 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CFO4Life Group, LLC | History | No change | 63,250 | 12,638 | 1.7% | 1.7% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 60,490 | 12,087 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 58,080 | 11,604 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 57,879 | 11,564 | 0.15% | 0.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 54,966 | 10,982 | 2.48% | 2.48% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 50,619 | 10,114 | 0.18% | 0.18% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Addison Advisors LLC | History | No change | 46,219 | 9,235 | 4.36% | 4.36% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 45,892 | 9,169 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 45,604 | 9,112 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 45,050 | 9,001 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 44,990 | 8,989 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 43,106 | 8,613 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 41,637 | 8,319 | 0.65% | 0.65% | 78 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 41,412 | 8,274 | 0.41% | 0.41% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Interchange Capital Partners, LLC | History | No change | 39,396 | 7,871 | 1.48% | 1.48% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 39,295 | 7,851 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Well Done, LLC | History | No change | 39,135 | 7,819 | 1.05% | 1.05% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 38,473 | 7,687 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 37,652 | 7,523 | 0.15% | 0.15% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 36,783 | 7,349 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 36,670 | 7,327 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 35,936 | 7,180 | 0.79% | 0.79% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LCW Services, LLC | History | No change | 35,761 | 7,145 | 3.11% | 3.11% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 33,975 | 6,788 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | No change | 33,334 | 6,660 | 1.64% | 1.64% | 90 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 32,980 | 6,589 | 0.32% | 0.32% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 32,621 | 6,517 | 1.3% | 1.3% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEPHENS INC /AR/ | History | No change | 32,316 | 6,456 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 32,103 | 6,414 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 31,985 | 6,390 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 31,947 | 6,383 | 6.18% | 6.18% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 31,701 | 6,334 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Financial Network, Inc. | History | No change | 31,114 | 6,216 | 0.19% | 0.19% | 98 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Corient Private Wealth LP | History | No change | 30,455 | 6,085 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | No change | 29,690 | 5,932 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 29,286 | 5,798 | 0.42% | 0.86% | 101 | -30,963 | -51.39% | Q3 2026 | Oct 01, 2026 |
| SVB WEALTH LLC | History | No change | 28,370 | 5,668 | 0.36% | 0.36% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 28,055 | 5,605 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey Wright & Associates | History | No change | 27,885 | 5,571 | 0.94% | 0.94% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,175 | 5,429 | 0.26% | 0.26% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NDWM LLC | History | No change | 26,976 | 5,390 | 3.17% | 3.17% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 26,922 | 5,379 | 0.51% | 0.51% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,149 | 5,224 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 26,129 | 5,220 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 26,061 | 5,207 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 25,779 | 5,150 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,100 | 5,015 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 25,037 | 5,002 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valued Retirements, Inc. | History | No change | 24,858 | 4,966 | 4.46% | 4.46% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cavalier Investments, LLC | History | No change | 24,748 | 4,944 | 0.21% | 0.21% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 24,537 | 4,902 | 0.39% | 0.39% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 24,041 | 4,798 | 0.58% | 0.58% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Global Partners, LLC | History | No change | 23,420 | 4,679 | 1.77% | 1.77% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 23,173 | 4,630 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 23,024 | 4,600 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 22,840 | 4,563 | 3.15% | 3.15% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 22,785 | 4,552 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 22,158 | 4,427 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 21,785 | 4,352 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apex Wealth Management, LLC | History | No change | 21,633 | 4,322 | 2.64% | 2.64% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 21,618 | 4,319 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GeoWealth Management, LLC | History | No change | 21,440 | 4,283 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 21,113 | 4,218 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EQ LLC | History | No change | 21,062 | 4,208 | 1.03% | 1.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trilogy Capital Inc. | History | No change | 20,761 | 4,148 | 0.16% | 0.16% | 130 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HRT FINANCIAL LP | History | No change | 20,298 | 4,055 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 28,410 | 4,039 | 0.16% | 0.16% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 20,201 | 4,036 | 0.51% | 0.51% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McAdam, LLC | History | No change | 19,930 | 3,982 | 0.15% | 0.15% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,332 | 3,972 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 19,475 | 3,891 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Asset Management, LLC | History | No change | 19,244 | 3,845 | 0.36% | 0.36% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Q3 Asset Management | History | No change | 18,830 | 3,762 | 0.69% | 0.69% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 18,831 | 3,762 | 0.43% | 0.43% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | No change | 18,364 | 3,669 | 0.95% | 0.95% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Eagle Strategies LLC | History | No change | 18,019 | 3,600 | 0.36% | 0.36% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 17,571 | 3,510 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 17,467 | 3,490 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Genus Capital Management Inc. | History | No change | 17,354 | 3,467 | 0.34% | 0.34% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 17,244 | 3,445 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SteelPeak Wealth, LLC | History | No change | 17,089 | 3,414 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 17,040 | 3,404 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 16,962 | 3,389 | 0.58% | 0.58% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 16,155 | 3,227 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JDH Wealth Management, LLC | History | No change | 16,094 | 3,215 | 1.96% | 1.96% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 15,534 | 3,103 | 0.77% | 0.77% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 15,125 | 3,022 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 15,078 | 3,012 | 0.29% | 0.29% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MA Private Wealth | History | No change | 14,951 | 2,987 | 0.44% | 0.44% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 14,925 | 2,982 | 1.01% | 1.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 14,795 | 2,956 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,685 | 2,934 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,649 | 2,927 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 14,530 | 2,901 | 2.74% | 2.74% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 14,070 | 2,811 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SAXON INTERESTS, INC. | History | No change | 13,828 | 2,763 | 0.76% | 0.76% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 10Elms LLP | History | No change | 13,727 | 2,742 | 1.16% | 1.16% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,688 | 2,735 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthRock Partners, LLC | History | No change | 13,594 | 2,716 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,360 | 2,669 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,181 | 2,633 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COFG Advisors, LLC | History | No change | 12,972 | 2,591 | 0.45% | 0.45% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,922 | 2,581 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SWMG, LLC | History | No change | 13,181 | 2,574 | 0.61% | 0.61% | 169 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 12,798 | 2,557 | 0.67% | 0.67% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hilltop Holdings Inc. | History | No change | 12,784 | 2,554 | 0.2% | 0.2% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 12,741 | 2,546 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 12,559 | 2,509 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NCM Capital Management, LLC | History | No change | 12,376 | 2,472 | 0.76% | 0.76% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 12,216 | 2,440 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 12,121 | 2,421 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WARNER FINANCIAL, INC | History | No change | 11,742 | 2,346 | 0.69% | 0.69% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Jump Financial, LLC | History | No change | 11,609 | 2,319 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial & Tax Architects, LLC | History | No change | 11,575 | 2,312 | 0.49% | 0.49% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 11,548 | 2,307 | 1.07% | 1.07% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 11,444 | 2,286 | 0.07% | 0.07% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 11,358 | 2,269 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 11,332 | 2,264 | 0.14% | 0.14% | 183 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keystone Financial Group, Inc. | History | No change | 11,234 | 2,244 | 1.18% | 1.18% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 11,226 | 2,243 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Haverford Trust Co | History | No change | 11,112 | 2,220 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 10,839 | 2,165 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 10,081 | 2,014 | 0.99% | 0.99% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 10,057 | 2,009 | 0.52% | 0.52% | 189 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ascent Group, LLC | History | No change | 10,003 | 1,998 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WBH ADVISORY INC | History | No change | 9,888 | 1,975 | 0.13% | 0.13% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHS Financial, LLC | History | No change | 9,869 | 1,971 | 0.8% | 0.8% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LS Investment Advisors, LLC | History | No change | 9,859 | 1,969 | 0.27% | 0.27% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | No change | 9,697 | 1,937 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9,673 | 1,932 | 0.23% | 0.23% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steelhead Wealth Management LLC | History | No change | 9,492 | 1,896 | 0.76% | 0.76% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 9,482 | 1,894 | 0.88% | 0.88% | 197 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 9,454 | 1,889 | 0.24% | 0.24% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,423 | 1,882 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 9,173 | 1,832 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 9,029 | 1,804 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,978 | 1,793 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | No change | 8,886 | 1,775 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | No change | 8,863 | 1,770 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,670 | 1,732 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,431 | 1,684 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Belvedere Trading LLC | History | No change | 7,912 | 1,580 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,871 | 1,572 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 7,822 | 1,562 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vision Capital Management, Inc. | History | No change | 7,778 | 1,554 | 0.18% | 0.18% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heirloom Wealth Management | History | No change | 7,743 | 1,547 | 0.22% | 0.22% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,598 | 1,518 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7,578 | 1,515 | 0.15% | 0.15% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invst, LLC | History | No change | 7,576 | 1,513 | 0.15% | 0.15% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traveka Wealth, LLC | History | No change | 7,475 | 1,493 | 0.5% | 0.5% | 215 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,205 | 1,441 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,920 | 1,382 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,950 | 1,381 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 6,891 | 1,376 | 0.47% | 0.47% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avant Capital LLC | History | No change | 6,823 | 1,363 | 0.85% | 0.85% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,776 | 1,354 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 6,841 | 1,337 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 6,671 | 1,332 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Advisors, LLC | History | No change | 6,548 | 1,307 | 0.09% | 0.09% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | No change | 6,525 | 1,303 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advyzon Investment Management, LLC | History | No change | 6,482 | 1,295 | 0.09% | 0.09% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,410 | 1,280 | 0.63% | 0.63% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,349 | 1,268 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 6,318 | 1,262 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 6,298 | 1,258 | 0.52% | 0.52% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 6,271 | 1,252 | 0.26% | 0.26% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,220 | 1,242 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 6,174 | 1,240 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,189 | 1,237 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,108 | 1,220 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,055 | 1,209 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | No change | 6,053 | 1,209 | 0.15% | 0.15% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,159 | 1,204 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 5,938 | 1,186 | 0.18% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,817 | 1,162 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Darden Wealth Group Inc | History | No change | 5,811 | 1,161 | 0.46% | 0.46% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 5,805 | 1,159 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 5,610 | 1,120 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,541 | 1,107 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 5,532 | 1,105 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| West Wealth Group, LLC | History | No change | 5,511 | 1,101 | 0.18% | 0.18% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Wealth Services, LLC | History | No change | 5,490 | 1,097 | 0.2% | 0.2% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | No change | 5,443 | 1,087 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Citizens Financial Corp | History | Reduced | 5,431 | 1,075 | 0.45% | 0.49% | 249 | -476 | -8.06% | Q3 2026 | Oct 02, 2026 |
| Noble Wealth Management PBC | History | Reduced | 5,399 | 1,069 | 0.48% | 0.52% | 250 | -440 | -7.54% | Q3 2026 | Oct 01, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,467 | 1,068 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AWM CAPITAL, LLC | History | No change | 5,307 | 1,060 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VestGen Investment Management | History | No change | 5,286 | 1,056 | 0.56% | 0.56% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Optivise Advisory Services LLC | History | No change | 5,272 | 1,053 | 0.53% | 0.53% | 254 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 5,147 | 1,028 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NorthCoast Asset Management LLC | History | No change | 5,145 | 1,028 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 5,138 | 1,026 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Wealth Services, LLC | History | No change | 5,056 | 1,010 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Breakwater Capital Group | History | No change | 5,042 | 1,007 | 0.12% | 0.12% | 259 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vise Technologies, Inc. | History | No change | 5,024 | 1,003 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ariadne Wealth Management, LP | History | No change | 4,935 | 986 | 0.44% | 0.44% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,755 | 950 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carrera Capital Advisors | History | No change | 4,686 | 936 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,647 | 928 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Manage LLC | History | No change | 4,630 | 925 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squire Investment Management Company, LLC | History | No change | 4,616 | 922 | 0.22% | 0.22% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Innovative Wealth Building LLC | History | No change | 4,612 | 921 | 0.54% | 0.54% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,559 | 910 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Wealth Advisors, LLC | History | No change | 4,493 | 897 | 0.1% | 0.1% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vertex Planning Partners, LLC | History | No change | 4,485 | 896 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,484 | 895 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tranquility Partners, LLC | History | No change | 4,413 | 881 | 0.3% | 0.3% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 4,271 | 853 | 0.21% | 0.21% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 4,242 | 847 | 0.05% | 0.05% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 4,241 | 847 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 4,201 | 839 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 4,164 | 832 | 0.61% | 0.61% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 4,108 | 820 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accredited Investors Inc. | History | No change | 4,098 | 818 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 4,074 | 814 | 0.23% | 0.23% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,047 | 808 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,034 | 805 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Equity Management | History | No change | 4,025 | 804 | 0.27% | 0.27% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 4,028 | 804 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | No change | 3,997 | 798 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FLC Capital Advisors | History | No change | 3,996 | 798 | 0.13% | 0.13% | 286 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,980 | 795 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | No change | 3,951 | 789 | 0.32% | 0.32% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JGP Wealth Management, LLC | History | No change | 3,866 | 772 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 3,786 | 760 | 0.08% | 0.08% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 3,806 | 760 | 0.44% | 0.44% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,788 | 756 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 3,781 | 755 | 0.23% | 0.23% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,755 | 750 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 3,709 | 741 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHOREO, LLC | History | No change | 3,686 | 736 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stokes Family Office, LLC | History | No change | 3,673 | 733 | 0.09% | 0.09% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| S&T BANK/PA | History | No change | 3,647 | 728 | 0.22% | 0.22% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3,641 | 727 | 0.11% | 0.11% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | No change | 3,787 | 726 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |