iSHARES TRUST - XVV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Cambridge Investment Management Ltd | History | No change | 1,649,540 | 93,891 | 100.0% | 100.0% | 1 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 441,619 | 25,080 | 1.28% | 1.28% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 306,206 | 17,389 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 255,669 | 14,519 | 0.39% | 0.39% | 4 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BROWN ADVISORY INC | History | No change | 227,661 | 12,928 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 175,276 | 9,953 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 78,662 | 4,468 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 75,998 | 4,315 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wharton Business Group, LLC | History | No change | 75,920 | 4,311 | 0.14% | 0.14% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 75,662 | 4,296 | 0.33% | 0.33% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 74,207 | 4,214 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alpine Bank Wealth Management | History | No change | 72,621 | 4,124 | 0.53% | 0.53% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 67,627 | 3,840 | 2.35% | 2.35% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BSW Wealth Partners | History | No change | 57,656 | 3,274 | 0.36% | 0.36% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 56,515 | 3,209 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 56,201 | 3,191 | 0.42% | 0.42% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthRock Partners, LLC | History | No change | 47,634 | 2,705 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 46,494 | 2,640 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 44,968 | 2,553 | 0.4% | 0.4% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 44,053 | 2,501 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | No change | 39,984 | 2,270 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 37,530 | 2,131 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 32,248 | 1,831 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 31,548 | 1,791 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 30,222 | 1,716 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, LLC | History | No change | 30,129 | 1,711 | 0.26% | 0.26% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 30,106 | 1,709 | 0.59% | 0.59% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 29,470 | 1,673 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 29,218 | 1,651 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Napier Financial, LLC | History | No change | 28,651 | 1,627 | 0.34% | 0.34% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Council, LLC | History | No change | 28,114 | 1,596 | 0.52% | 0.52% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 27,822 | 1,580 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tarbox Family Office, Inc. | History | No change | 27,445 | 1,558 | 0.22% | 0.22% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 26,929 | 1,529 | 0.53% | 0.53% | 34 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 25,372 | 1,440 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 23,442 | 1,331 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,020 | 1,307 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 21,718 | 1,233 | 0.99% | 0.99% | 38 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 20,207 | 1,147 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 19,074 | 1,083 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 18,461 | 1,048 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Human Investing LLC | History | No change | 17,533 | 995 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 17,386 | 987 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 17,197 | 976 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 17,064 | 969 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 16,452 | 934 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 16,241 | 922 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sound Stewardship, LLC | History | No change | 16,074 | 912 | 0.38% | 0.38% | 48 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Magnus Financial Group LLC | History | No change | 16,054 | 911 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Heritage Family Offices, LLP | History | No change | 15,668 | 889 | 0.34% | 0.34% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 15,668 | 889 | 0.34% | 0.34% | 51 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ferguson Shapiro LLC | History | No change | 14,936 | 848 | 0.25% | 0.25% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,561 | 826 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Highland Financial Advisors, LLC | History | No change | 14,285 | 811 | 0.18% | 0.18% | 54 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | No change | 12,574 | 714 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 11,931 | 677 | 0.27% | 0.27% | 56 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 11,845 | 672 | 0.16% | 0.16% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 11,627 | 660 | 0.34% | 0.34% | 58 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,548 | 655 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 11,454 | 650 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Financial Group, LLC | History | No change | 11,454 | 650 | 0.2% | 0.2% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RMR Wealth Builders | History | No change | 11,050 | 627 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | No change | 10,936 | 621 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 10,905 | 619 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,766 | 611 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Freedom Financial Partners LLC | History | No change | 10,298 | 584 | 0.19% | 0.19% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,173 | 577 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veridan Wealth LLC | History | No change | 10,164 | 577 | 0.2% | 0.2% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 9,914 | 563 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KWB Wealth | History | No change | 9,877 | 560 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,668 | 549 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tribridge Partners Financial LLC | History | No change | 9,681 | 545 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Betterment LLC | History | No change | 9,281 | 527 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 9,265 | 526 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Measured Risk Portfolios, Inc. | History | No change | 9,056 | 514 | 0.46% | 0.46% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Navalign, LLC | History | No change | 8,902 | 505 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 8,880 | 504 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 8,720 | 495 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,631 | 490 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 7,649 | 434 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 7,342 | 416 | 0.18% | 0.18% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | No change | 7,272 | 412 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ellenbecker Investment Group | History | No change | 7,188 | 408 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 7,189 | 408 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,101 | 403 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAINLINE FINANCIAL PARTNERS, LLC | History | No change | 6,904 | 392 | 0.37% | 0.37% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Peak Retirement Planning, Inc. | History | No change | 6,885 | 390 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 6,867 | 389 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Curtis Advisory Group, LLC | History | No change | 6,773 | 384 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 6,608 | 375 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vise Technologies, Inc. | History | No change | 6,602 | 374 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Montecito Bank & Trust | History | No change | 6,364 | 371 | 0.06% | 0.05% | 92 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Dakota Wealth Management | History | No change | 6,350 | 360 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gray Private Wealth, LLC | History | No change | 6,283 | 356 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 6,220 | 353 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Group Ltd | History | No change | 6,149 | 349 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | No change | 6,125 | 347 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,114 | 347 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crane Advisory, LLC | History | No change | 5,763 | 331 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Armor Investment Advisors, LLC | History | No change | 5,714 | 324 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sculati Wealth Management, LLC | History | No change | 5,332 | 302 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,263 | 298 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 5,231 | 297 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 5,225 | 296 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 5,153 | 292 | 0.14% | 0.14% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 5,056 | 287 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Timmons Wealth Management, LLC | History | No change | 4,931 | 280 | 0.2% | 0.2% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,757 | 270 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEEDS INVESTOR LLC | History | No change | 4,517 | 256 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,233 | 240 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Management, LLC | History | No change | 4,208 | 238 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| US BANCORP \DE\ | History | No change | 4,116 | 233 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Urban Financial Advisory Corp | History | No change | 4,101 | 232 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,073 | 231 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 4,005 | 227 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Monument Capital Management | History | No change | 3,946 | 224 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ellis Investment Partners, LLC | History | No change | 3,943 | 223 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 3,936 | 223 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prosperity Planning, Inc. | History | No change | 3,886 | 220 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Grove Bank & Trust | History | No change | 3,863 | 219 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Destination Wealth Management | History | No change | 3,848 | 218 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Selective Wealth Management, Inc. | History | No change | 3,845 | 218 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Zhang Financial LLC | History | No change | 3,786 | 215 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 3,621 | 205 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATAURO, LLC | History | No change | 3,593 | 204 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Choate Investment Advisors | History | No change | 3,542 | 201 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,286 | 186 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,266 | 184 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,175 | 180 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | No change | 3,026 | 171 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 2,776 | 157 | 0.07% | 0.07% | 131 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,743 | 155 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | No change | 2,678 | 153 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,448 | 139 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,339 | 132 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,918 | 108 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | No change | 1,683 | 95 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Redwood Park Advisors LLC | History | No change | 1,658 | 94 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,599 | 90 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,568 | 89 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 1,556 | 88 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| StrongBox Wealth, LLC | History | No change | 1,395 | 79 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EASTERN BANK | History | No change | 1,290 | 73 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Tidemark, LLC | History | No change | 1,156 | 65 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hanson & Doremus Investment Management | History | No change | 912 | 52 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 650 | 36 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 620 | 35 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 493 | 27 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rossby Financial, LCC | History | No change | 488 | 27 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 455 | 25 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 359 | 20 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 365 | 20 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 310 | 17 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 313 | 17 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 241 | 13 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 64 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| RMG Wealth Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |