iSHARES TRUST - XJH
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 579,546 | 30,223 | 0.0% | 0.0% | 1 | +2,525 | 0.44% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 477,855 | 24,920 | 0.01% | 0.01% | 2 | +6,138 | 1.3% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 405,292 | 21,135 | 0.0% | 0.0% | 3 | +5,954 | 1.49% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Added to | 382,793 | 19,962 | 0.02% | 0.02% | 4 | +31,716 | 9.03% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 248,821 | 12,988 | 0.15% | 0.16% | 5 | +4,900 | 2.01% | Q2 2026 | Aug 06, 2026 |
| BAILARD, INC. | History | Added to | 222,809 | 11,619 | 0.24% | 0.23% | 6 | +5,393 | 2.48% | Q2 2026 | Jul 30, 2026 |
| IMA Advisory Services, Inc. | History | New | 221,075 | 11,510 | 0.72% | — | 7 | +221,075 | New | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 165,083 | 8,609 | 0.1% | 0.1% | 8 | -185 | -0.11% | Q2 2026 | Jul 22, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 140,062 | 7,304 | 0.56% | 0.52% | 9 | +4,170 | 3.07% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 138,637 | 7,229 | 0.02% | 0.02% | 10 | +23,267 | 20.17% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 136,740 | 7,130 | 0.1% | 0.09% | 11 | +12,696 | 10.24% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 119,351 | 6,224 | 0.03% | 0.03% | 12 | -13,493 | -10.16% | Q2 2026 | Aug 18, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 95,824 | 4,997 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 95,161 | 4,962 | 0.01% | 0.0% | 14 | +81,800 | 612.23% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 82,878 | 4,322 | 0.33% | 0.33% | 15 | -3,300 | -3.83% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 76,192 | 3,973 | 0.09% | 0.08% | 16 | +2,615 | 3.55% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 68,684 | 3,581 | 0.04% | 0.04% | 17 | +781 | 1.15% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 63,182 | 3,294 | 0.0% | 0.0% | 18 | +13,649 | 27.56% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 60,395 | 3,095 | 0.01% | 0.0% | 19 | +48,809 | 421.28% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | Added to | 56,057 | 2,923 | 0.0% | 0.0% | 20 | +8,076 | 16.83% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 55,574 | 2,898 | 0.01% | 0.0% | 21 | +35,506 | 176.93% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 62,396 | 2,830 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Francis Financial, Inc. | History | Added to | 52,629 | 2,744 | 0.45% | 0.44% | 23 | +104 | 0.2% | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 51,016 | 2,660 | 0.27% | 0.24% | 24 | +14,972 | 41.54% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 47,253 | 2,464 | 0.0% | 0.0% | 25 | +9,694 | 25.81% | Q2 2026 | Aug 14, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 41,740 | 2,176 | 1.08% | 1.19% | 26 | -2,053 | -4.69% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,331 | 2,155 | 0.0% | 0.0% | 27 | +6,442 | 18.46% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | Reduced | 41,291 | 2,153 | 0.0% | 0.0% | 28 | -233 | -0.56% | Q2 2026 | Aug 13, 2026 |
| Sanchez Levi Garrett | History | Reduced | 41,096 | 2,143 | 1.16% | 1.2% | 29 | -1,174 | -2.78% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 36,048 | 1,879 | 0.05% | 0.04% | 30 | +2,386 | 7.09% | Q2 2026 | Jul 29, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 35,965 | 1,875 | 0.3% | 0.27% | 31 | +1,905 | 5.59% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 34,939 | 1,822 | 0.0% | 0.0% | 32 | +505 | 1.47% | Q2 2026 | Aug 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 33,606 | 1,752 | 0.1% | 0.09% | 33 | +2,044 | 6.48% | Q2 2026 | Jul 21, 2026 |
| Opes Wealth Management LLC | History | No change | 38,536 | 1,748 | 0.29% | 0.29% | 34 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 32,636 | 1,701 | 0.0% | 0.0% | 35 | +949 | 2.99% | Q2 2026 | Aug 06, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 32,103 | 1,674 | 0.18% | 0.18% | 36 | +13 | 0.04% | Q2 2026 | Jul 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 31,248 | 1,629 | 0.21% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,317 | 1,581 | 0.0% | 0.0% | 38 | +3,890 | 14.72% | Q2 2026 | Jul 27, 2026 |
| Trilogy Capital Inc. | History | Added to | 30,195 | 1,574 | 0.06% | 0.06% | 39 | +1,467 | 5.11% | Q2 2026 | Jul 02, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 29,570 | 1,542 | 0.96% | 1.14% | 40 | -6,170 | -17.26% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 28,306 | 1,476 | 0.0% | 0.0% | 41 | -2,354 | -7.68% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Added to | 27,772 | 1,448 | 0.0% | 0.0% | 42 | +1,801 | 6.93% | Q2 2026 | Aug 27, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 25,861 | 1,348 | 0.04% | 0.04% | 43 | -29 | -0.11% | Q2 2026 | Aug 10, 2026 |
| Eley Financial Management, Inc | History | Added to | 24,321 | 1,268 | 0.41% | 0.35% | 44 | +3,238 | 15.36% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | Reduced | 24,110 | 1,257 | 0.02% | 0.23% | 45 | -267,970 | -91.75% | Q2 2026 | Jul 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,054 | 1,254 | 0.01% | 0.01% | 46 | -1,429 | -5.61% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 24,036 | 1,253 | 0.01% | 0.01% | 47 | -667 | -2.7% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,000 | 1,251 | 0.0% | — | 48 | +24,000 | New | Q2 2026 | Aug 14, 2026 |
| Affiance Financial, LLC | History | Reduced | 23,840 | 1,243 | 0.18% | 0.18% | 49 | -923 | -3.73% | Q2 2026 | Jul 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 23,225 | 1,211 | 0.02% | 0.01% | 50 | -191 | -0.82% | Q2 2026 | Aug 13, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 22,896 | 1,194 | 0.42% | 0.43% | 51 | -805 | -3.4% | Q2 2026 | Jul 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 21,876 | 1,140 | 0.01% | 0.01% | 52 | +2,746 | 14.35% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,640 | 1,128 | 0.0% | 0.0% | 53 | +11,886 | 121.86% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,328 | 1,112 | 0.0% | 0.0% | 54 | +1,071 | 5.29% | Q2 2026 | Sep 23, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 20,730 | 1,081 | 0.51% | 0.46% | 55 | -31 | -0.15% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,672 | 1,078 | 0.0% | 0.0% | 56 | -1,219 | -5.57% | Q2 2026 | Jul 27, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 20,435 | 1,065 | 0.15% | 0.14% | 57 | -590 | -2.81% | Q2 2026 | Aug 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 20,394 | 1,063 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 20,270 | 1,057 | 0.03% | 0.03% | 59 | -755 | -3.59% | Q2 2026 | Jul 02, 2026 |
| Values Added Financial LLC | History | Added to | 20,190 | 1,052 | 0.38% | 0.38% | 61 | +471 | 2.39% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO | History | No change | 20,309 | 1,052 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Advisory Team LLC | History | New | 20,016 | 1,043 | 0.85% | — | 62 | +20,016 | New | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,490 | 1,016 | 0.0% | 0.0% | 63 | -388 | -1.95% | Q2 2026 | Jul 28, 2026 |
| NorthRock Partners, LLC | History | Added to | 19,111 | 996 | 0.01% | 0.01% | 64 | +91 | 0.48% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,561 | 915 | 0.02% | 0.02% | 65 | -193 | -1.09% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,377 | 906 | 0.01% | 0.0% | 66 | +8,562 | 97.13% | Q2 2026 | Jul 17, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 16,903 | 881 | 0.43% | 0.42% | 67 | -859 | -4.84% | Q2 2026 | Aug 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 15,826 | 825 | 0.51% | 0.47% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Reduced | 15,665 | 816 | 0.0% | 0.0% | 69 | -397 | -2.47% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,635 | 815 | 0.01% | 0.01% | 70 | +907 | 6.16% | Q2 2026 | Sep 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 13,864 | 723 | 0.0% | 0.0% | 71 | -2,003 | -12.62% | Q2 2026 | Aug 12, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 13,768 | 718 | 0.27% | 0.26% | 72 | +24 | 0.17% | Q2 2026 | Jul 24, 2026 |
| RVW Wealth, LLC | History | Reduced | 13,663 | 712 | 0.05% | 0.05% | 73 | -31 | -0.23% | Q2 2026 | Jul 07, 2026 |
| Portland Global Advisors LLC | History | Reduced | 13,535 | 705 | 0.07% | 0.07% | 74 | -100 | -0.73% | Q2 2026 | Aug 13, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 13,152 | 685 | 0.13% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 12,382 | 645 | 0.02% | 0.02% | 76 | -73 | -0.59% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,301 | 641 | 0.01% | 0.01% | 77 | -1,425 | -10.38% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 12,021 | 627 | 0.01% | 0.01% | 78 | -526 | -4.19% | Q2 2026 | Aug 05, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 11,593 | 604 | 0.09% | 0.06% | 79 | +3,179 | 37.78% | Q2 2026 | Aug 03, 2026 |
| Magnus Financial Group LLC | History | Reduced | 11,290 | 588 | 0.04% | 0.05% | 80 | -999 | -8.13% | Q2 2026 | Jul 09, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 11,163 | 582 | 0.0% | 0.0% | 81 | -429 | -3.7% | Q2 2026 | Jul 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 10,837 | 565 | 0.01% | 0.01% | 82 | +1,035 | 10.56% | Q2 2026 | Jul 24, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 10,778 | 555 | 0.06% | 0.06% | 83 | +58 | 0.54% | Q2 2026 | Jul 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 10,526 | 548 | 0.03% | 0.03% | 84 | +228 | 2.21% | Q2 2026 | Jul 28, 2026 |
| Weil Company, Inc. | History | Reduced | 9,987 | 520 | 0.09% | 0.11% | 85 | -528 | -5.02% | Q2 2026 | Aug 05, 2026 |
| Ellenbecker Investment Group | History | Added to | 9,775 | 509 | 0.06% | 0.03% | 86 | +4,916 | 101.17% | Q2 2026 | Jul 27, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 9,425 | 491 | 0.07% | 0.07% | 87 | +200 | 2.17% | Q2 2026 | Jul 16, 2026 |
| Nadler Financial Group, Inc. | History | New | 9,390 | 489 | 0.04% | — | 88 | +9,390 | New | Q2 2026 | Jul 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 9,200 | 480 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 8,978 | 468 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Estate Counselors, LLC | History | New | 8,825 | 460 | 0.04% | — | 91 | +8,825 | New | Q2 2026 | Aug 07, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 8,628 | 449 | 0.08% | 0.07% | 92 | +23 | 0.27% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | Reduced | 8,542 | 445 | 0.0% | 0.0% | 93 | -547 | -6.02% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,648 | 441 | 0.01% | 0.01% | 94 | -257 | -2.89% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,219 | 428 | 0.0% | 0.0% | 95 | +1,933 | 30.75% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,177 | 426 | 0.0% | — | 97 | +8,177 | New | Q2 2026 | Aug 19, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 8,357 | 426 | 0.14% | 0.13% | 96 | +704 | 9.2% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,068 | 420 | 0.0% | — | 98 | +8,068 | New | Q2 2026 | Sep 02, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 7,797 | 406 | 0.01% | 0.01% | 99 | -6 | -0.08% | Q2 2026 | Aug 05, 2026 |
| PFG Investments, LLC | History | Added to | 7,719 | 402 | 0.02% | 0.02% | 100 | +16 | 0.21% | Q2 2026 | Jul 23, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 7,694 | 401 | 0.2% | 0.21% | 101 | -1,143 | -12.93% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | Added to | 7,600 | 396 | 0.0% | 0.0% | 102 | +421 | 5.86% | Q2 2026 | Aug 14, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 7,449 | 383 | 0.15% | 0.14% | 103 | -126 | -1.66% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,332 | 382 | 0.01% | 0.0% | 104 | +2,227 | 43.62% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | Added to | 7,292 | 380 | 0.02% | 0.02% | 105 | +416 | 6.05% | Q2 2026 | Jul 30, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 6,915 | 360 | 0.02% | 0.02% | 106 | -82 | -1.17% | Q2 2026 | Jul 24, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 6,689 | 348 | 0.16% | 0.14% | 107 | +580 | 9.49% | Q2 2026 | Aug 04, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 6,342 | 330 | 0.21% | 0.22% | 108 | -121 | -1.87% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,228 | 324 | 0.0% | 0.0% | 109 | -15,182 | -70.91% | Q2 2026 | Aug 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 6,221 | 324 | 0.03% | 0.03% | 110 | +425 | 7.33% | Q2 2026 | Jul 27, 2026 |
| Impact Investors, Inc | History | Reduced | 5,929 | 309 | 0.23% | 0.22% | 111 | -945 | -13.75% | Q2 2026 | Jul 31, 2026 |
| CWM, LLC | History | No change | 6,637 | 301 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortress Financial Solutions, LLC | History | No change | 6,520 | 295 | 0.31% | 0.31% | 113 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Advantage, Inc. | History | Added to | 5,546 | 289 | 0.04% | 0.03% | 114 | +11 | 0.2% | Q2 2026 | Jul 13, 2026 |
| Heritage Family Offices, LLP | History | New | 5,532 | 288 | 0.11% | — | 115 | +5,532 | New | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,532 | 288 | 0.11% | — | 116 | +5,532 | New | Q2 2026 | Jul 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,498 | 286 | 0.01% | 0.01% | 117 | -3,474 | -38.72% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 5,498 | 286 | 0.03% | 0.05% | 118 | -3,474 | -38.72% | Q2 2026 | Jul 31, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 5,498 | 286 | 0.1% | 0.18% | 119 | -3,474 | -38.72% | Q2 2026 | Aug 05, 2026 |
| Horizon Wealth Management, LLC | History | New | 5,473 | 285 | 0.04% | — | 120 | +5,473 | New | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | New | 5,461 | 284 | 0.01% | — | 122 | +5,461 | New | Q2 2026 | Aug 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 5,449 | 284 | 0.17% | 0.16% | 121 | +61 | 1.13% | Q2 2026 | Jul 21, 2026 |
| Optas, LLC | History | Reduced | 5,418 | 282 | 0.04% | 0.08% | 123 | -5,932 | -52.26% | Q2 2026 | Jul 21, 2026 |
| Peak Retirement Planning, Inc. | History | New | 5,389 | 281 | 0.04% | — | 124 | +5,389 | New | Q2 2026 | Aug 10, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 6,179 | 280 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Financial Council, LLC | History | Added to | 5,171 | 269 | 0.09% | 0.09% | 126 | +3 | 0.06% | Q2 2026 | Aug 04, 2026 |
| Sound Stewardship, LLC | History | Reduced | 5,146 | 268 | 0.11% | 0.11% | 127 | -44 | -0.85% | Q2 2026 | Jul 13, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 5,088 | 265 | 0.08% | 0.08% | 128 | -265 | -4.95% | Q2 2026 | Aug 10, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 4,934 | 257 | 0.08% | 0.09% | 129 | -876 | -15.08% | Q2 2026 | Aug 06, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 4,925 | 256 | 0.02% | — | 130 | +4,925 | New | Q2 2026 | Aug 17, 2026 |
| Rede Wealth, LLC | History | Added to | 4,864 | 253 | 0.08% | 0.08% | 131 | +255 | 5.53% | Q2 2026 | Aug 03, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 5,504 | 249 | 0.16% | 0.16% | 132 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ROGCO, LP | History | No change | 4,706 | 245 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,664 | 243 | 0.0% | — | 134 | +4,664 | New | Q2 2026 | Jul 28, 2026 |
| Prosperity Consulting Group, LLC | History | New | 4,421 | 230 | 0.01% | — | 135 | +4,421 | New | Q2 2026 | Aug 13, 2026 |
| DeDora Capital, Inc. | History | New | 4,406 | 229 | 0.05% | — | 136 | +4,406 | New | Q2 2026 | Jul 13, 2026 |
| BURNS J W & CO INC/NY | History | New | 4,350 | 226 | 0.02% | — | 137 | +4,350 | New | Q2 2026 | Jul 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | New | 4,200 | 219 | 0.06% | — | 138 | +4,200 | New | Q2 2026 | Aug 10, 2026 |
| ETF Portfolio Partners, Inc. | History | New | 4,197 | 218 | 0.05% | — | 139 | +4,197 | New | Q2 2026 | Jul 13, 2026 |
| Laurel Wealth Planning LLC | History | New | 4,174 | 217 | 0.1% | — | 140 | +4,174 | New | Q2 2026 | Jul 30, 2026 |
| DORVAL Corp | History | New | 4,098 | 213 | 0.06% | — | 141 | +4,098 | New | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | Added to | 3,934 | 205 | 0.04% | 0.0% | 143 | +3,642 | 1247.26% | Q2 2026 | Aug 04, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 3,931 | 205 | 0.01% | 0.02% | 142 | -600 | -13.24% | Q2 2026 | Aug 07, 2026 |
| AMARA FINANCIAL, LLC. | History | New | 3,900 | 203 | 0.12% | — | 144 | +3,900 | New | Q2 2026 | Aug 07, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,392 | 199 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,245 | 169 | 0.0% | 0.01% | 146 | -573 | -15.01% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 3,206 | 167 | 0.03% | 0.03% | 147 | +2 | 0.06% | Q2 2026 | Jul 24, 2026 |
| Hills Bank & Trust Co | History | Reduced | 3,126 | 163 | 0.01% | 0.01% | 148 | -140 | -4.29% | Q2 2026 | Aug 10, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,000 | 156 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 2,965 | 154 | 0.04% | 0.04% | 150 | -35 | -1.17% | Q2 2026 | Jul 20, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 2,848 | 148 | 0.06% | 0.06% | 151 | +9 | 0.32% | Q2 2026 | Jul 13, 2026 |
| Arax Advisory Partners | History | Added to | 2,801 | 146 | 0.0% | 0.0% | 152 | +161 | 6.1% | Q2 2026 | Aug 10, 2026 |
| Urban Financial Advisory Corp | History | Added to | 2,781 | 145 | 0.04% | — | 153 | +2,780 | 278000.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 2,463 | 128 | 0.0% | — | 154 | +2,463 | New | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,179 | 112 | 0.0% | 0.0% | 155 | +150 | 7.39% | Q2 2026 | Aug 12, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 2,126 | 110 | 0.08% | 0.07% | 156 | -7 | -0.33% | Q2 2026 | Jul 27, 2026 |
| Armor Investment Advisors, LLC | History | No change | 2,103 | 109 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 1,854 | 97 | 0.01% | 0.01% | 158 | -58 | -3.03% | Q2 2026 | Jul 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,810 | 94 | 0.01% | 0.0% | 159 | +687 | 61.18% | Q2 2026 | Jul 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,619 | 84 | 0.0% | 0.0% | 160 | -490 | -23.23% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,328 | 69 | 0.02% | 0.03% | 162 | -477 | -26.43% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,318 | 69 | 0.0% | 0.0% | 161 | -6 | -0.45% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,316 | 68 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smithfield Trust Co | History | Reduced | 1,216 | 63 | 0.0% | 0.0% | 164 | -310 | -20.31% | Q2 2026 | Aug 05, 2026 |
| Nemes Rush Group LLC | History | Reduced | 1,189 | 61 | 0.01% | 0.01% | 165 | -758 | -38.93% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 999 | 52 | 0.0% | 0.0% | 166 | +90 | 9.9% | Q2 2026 | Aug 13, 2026 |
| GGM Financial LLC | History | Reduced | 981 | 51 | 0.02% | 0.1% | 168 | -3,734 | -79.19% | Q2 2026 | Jul 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 991 | 51 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 964 | 50 | 0.01% | — | 170 | +964 | New | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 971 | 50 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 915 | 47 | 0.0% | 0.0% | 171 | +20 | 2.23% | Q2 2026 | Jul 29, 2026 |
| StrongBox Wealth, LLC | History | New | 889 | 46 | 0.01% | — | 172 | +889 | New | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 867 | 45 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 833 | 43 | 0.03% | 0.03% | 174 | +2 | 0.24% | Q2 2026 | Jul 22, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 780 | 40 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 710 | 36 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Addison Advisors LLC | History | No change | 700 | 36 | 0.02% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 686 | 35 | 0.0% | 0.0% | 178 | +2 | 0.29% | Q2 2026 | Jul 17, 2026 |
| Sherman Asset Management, Inc. | History | No change | 680 | 35 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oakmont Advisory Group, LLC | History | New | 595 | 31 | 0.03% | — | 180 | +595 | New | Q2 2026 | Aug 03, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 584 | 30 | 0.02% | 0.03% | 181 | +2 | 0.34% | Q2 2026 | Aug 06, 2026 |
| Meramec Financial Planners, LLC | History | No change | 548 | 28 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 427 | 22 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | No change | 330 | 17 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 325 | 16 | 0.0% | 0.0% | 185 | -225 | -40.91% | Q2 2026 | Aug 07, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 288 | 15 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 245 | 12 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Redwood Park Advisors LLC | History | No change | 212 | 11 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 216 | 11 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 209 | 10 | 0.0% | 0.0% | 190 | -41 | -16.4% | Q2 2026 | Jul 20, 2026 |
| Millstone Evans Group, LLC | History | Added to | 143 | 7 | 0.0% | 0.0% | 191 | +75 | 110.29% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 124 | 6 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 120 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Milestone Investment Advisors LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 84 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Community Bank, N.A. | History | No change | 58 | 3 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 30 | 1 | 0.0% | 0.0% | 198 | +1 | 3.45% | Q2 2026 | Jul 30, 2026 |
| Avion Wealth | History | No change | 36 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,489 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,952 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Corient IA LP | History | Closed out | 0 | 0 | — | 0.04% | — | -900 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -791 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q2 2026 | Aug 14, 2026 |