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ITB — ISHARES TR · All Fund Holders
Funds holding (latest): 350 · Reported value held: $2.22B
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 6.88M | $718.55M | 0.05% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.87M | $195.88M | 0.01% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 1.72M | $178.38M | 0.02% | New |
| MEITAV INVESTMENT HOUSE LTD history | Q2 2026 | 1.06M | $110.94M | 0.75% | New |
| Citigroup Inc history | Q2 2026 | 953.98K | $99.67M | 0.04% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 718.47K | $75.07M | 0.02% | Add |
| UBS Group AG history | Q2 2026 | 711.24K | $74.31M | 0.03% | Add |
| BNP PARIBAS FINANCIAL MARKETS history | Q2 2026 | 550.46K | $57.51M | 0.10% | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND history | Q2 2026 | 480.00K | $50.15M | 0.08% | New |
| LPL Financial LLC history | Q2 2026 | 340.20K | $35.54M | 0.01% | New |
| RAYMOND JAMES FINANCIAL INC history | Q2 2026 | 332.91K | $34.78M | 0.01% | New |
| GTS SECURITIES LLC history | Q2 2026 | 252.68K | $26.40M | 0.56% | New |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD history | Q2 2026 | 243.67K | $25.46M | 1.04% | New |
| ROYAL BANK OF CANADA history | Q2 2026 | 214.14K | $22.37M | 0.01% | New |
| D. E. Shaw & Co history | Q4 2025 | 216.84K | $20.88M | 0.01% | Add |
| J. Goldman & Co LP history | Q2 2026 | 199.10K | $20.80M | 0.87% | New |
| Citadel Advisors history | Q2 2026 | 186.50K | $19.49M | 0.02% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 183.57K | $19.18M | 0.01% | Reduce |
| Night Squared LP history | Q2 2026 | 180.68K | $18.88M | 2.03% | New |
| Waratah Capital Advisors Ltd. history | Q2 2026 | 150.00K | $15.67M | 0.66% | New |
| BANK OF NOVA SCOTIA history | Q2 2026 | 108.29K | $11.31M | 0.03% | New |
| Converium Capital Inc. history | Q2 2026 | 100.00K | $10.45M | 1.44% | New |
| Greenland Capital Management LP history | Q2 2026 | 100.00K | $10.45M | 1.91% | New |
| Cetera Investment Advisers history | Q2 2026 | 96.09K | $10.04M | 0.01% | New |
| Venture Visionary Partners LLC history | Q3 2026 | 111.10K | $9.67M | 0.35% | Hold |
| TUDOR INVESTMENT CORP ET AL history | Q2 2026 | 89.30K | $9.33M | 0.07% | New |
| Point72 Asset Management history | Q3 2025 | 82.82K | $8.88M | 0.02% | Reduce |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD history | Q2 2026 | 82.82K | $8.65M | 1.07% | New |
| BOOTHBAY FUND MANAGEMENT, LLC history | Q2 2026 | 82.40K | $8.61M | 0.17% | New |
| Walleye Trading LLC history | Q2 2026 | 76.20K | $7.96M | 0.05% | New |
| AMERIPRISE FINANCIAL INC history | Q2 2026 | 75.07K | $7.84M | 0.00% | New |
| SCOPUS ASSET MANAGEMENT, L.P. history | Q2 2026 | 75.00K | $7.84M | 0.20% | New |
| SG Americas Securities, LLC history | Q2 2026 | 72.03K | $7.53M | 0.00% | New |
| W.G. Shaheen & Associates DBA Whitney & Co history | Q2 2026 | 71.93K | $7.52M | 0.55% | New |
| Focus Partners Wealth history | Q2 2026 | 67.32K | $7.03M | 0.01% | New |
| K.J. Harrison & Partners Inc history | Q2 2026 | 67.00K | $7.00M | 0.99% | New |
| Cambridge Investment Research Advisors, Inc. history | Q2 2026 | 64.76K | $6.77M | 0.02% | New |
| TOCQUEVILLE ASSET MANAGEMENT L.P. history | Q2 2026 | 62.65K | $6.55M | 0.09% | New |
| Balyasny Asset Management history | Q2 2026 | 57.70K | $6.03M | 0.02% | Reduce |
| COTTONWOOD CAPITAL ADVISORS, LLC history | Q2 2026 | 55.79K | $5.83M | 3.51% | New |
| SummitTX Capital, L.P. history | Q2 2026 | 53.24K | $5.56M | 0.18% | New |
| Alphadyne Asset Management LP history | Q2 2026 | 52.35K | $5.47M | 0.22% | New |
| Mader & Shannon Wealth Management, Inc. history | Q2 2026 | 48.77K | $5.10M | 2.38% | New |
| McGuire Investment Group, LLC history | Q2 2026 | 46.25K | $4.83M | 0.42% | New |
| Twin Tree Management, LP history | Q2 2026 | 39.15K | $4.09M | 0.24% | New |
| SCOTIA CAPITAL INC. history | Q2 2026 | 38.92K | $4.07M | 0.01% | New |
| STIFEL FINANCIAL CORP history | Q2 2026 | 37.57K | $3.93M | 0.00% | New |
| WASHINGTON GROWTH STRATEGIES LLC history | Q2 2026 | 36.69K | $3.83M | 2.13% | New |
| FORTE ASSET MANAGEMENT LLC history | Q2 2026 | 36.32K | $3.79M | 1.55% | New |
| Janney Montgomery Scott LLC history | Q2 2026 | 35.60K | $3.72M | 0.01% | New |
| Gerber Kawasaki Wealth & Investment Management history | Q2 2026 | 34.45K | $3.60M | 0.10% | New |
| ROTHSCHILD INVESTMENT LLC history | Q2 2026 | 32.03K | $3.35M | 0.12% | New |
| JANE STREET GROUP, LLC history | Q2 2026 | 31.67K | $3.31M | 0.00% | New |
| FLOW TRADERS U.S. LLC history | Q2 2026 | 31.63K | $3.31M | 0.14% | New |
| Empowered Funds, LLC history | Q2 2026 | 31.30K | $3.27M | 0.02% | New |
| Capital Asset Advisory Services LLC history | Q2 2026 | 30.55K | $3.19M | 0.12% | New |
| Game Plan Financial Advisors, LLC history | Q2 2026 | 29.97K | $3.13M | 1.34% | New |
| Provident Co of the Employees of the Hebrew University LTD history | Q2 2026 | 29.68K | $3.10M | 2.37% | New |
| CAPITAL FUND MANAGEMENT S.A. history | Q2 2026 | 28.90K | $3.02M | 0.04% | New |
| ENVESTNET ASSET MANAGEMENT INC history | Q2 2026 | 28.60K | $2.99M | 0.00% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP history | Q2 2026 | 28.37K | $2.96M | 0.00% | New |
| OSAIC HOLDINGS, INC. history | Q2 2026 | 27.48K | $2.87M | 0.00% | New |
| WILLIAM JOHN SEMPOLINSKI history | Q2 2026 | 26.50K | $2.77M | 1.12% | New |
| Cerity Partners LLC history | Q2 2026 | 25.62K | $2.68M | 0.01% | New |
| M&T BANK CORP history | Q2 2026 | 24.45K | $2.55M | 0.01% | New |
| Federation des caisses Desjardins du Quebec history | Q2 2026 | 24.27K | $2.54M | 0.01% | New |
| COMMONWEALTH EQUITY SERVICES, LLC history | Q2 2026 | 23.23K | $2.43M | 0.00% | New |
| JONES FINANCIAL COMPANIES LLLP history | Q2 2026 | 22.15K | $2.32M | 0.00% | New |
| Kestra Advisory Services, LLC history | Q2 2026 | 21.61K | $2.26M | 0.01% | New |
| Meridian Wealth Management, LLC history | Q2 2026 | 21.52K | $2.25M | 0.09% | New |
| Cordoba Advisory Partners LLC history | Q2 2026 | 21.12K | $2.21M | 0.47% | New |
| Private Advisor Group, LLC history | Q2 2026 | 20.51K | $2.14M | 0.01% | New |
| AXXCESS WEALTH MANAGEMENT, LLC history | Q2 2026 | 20.36K | $2.13M | 0.03% | New |
| Jain Global LLC history | Q2 2026 | 20.30K | $2.12M | 0.02% | New |
| MML INVESTORS SERVICES, LLC history | Q2 2026 | 20.21K | $2.11M | 0.00% | New |
| Mariner, LLC history | Q2 2026 | 19.79K | $2.07M | 0.00% | New |
| HighTower Advisors, LLC history | Q2 2026 | 19.68K | $2.06M | 0.00% | New |
| Creative Planning history | Q2 2026 | 18.82K | $1.97M | 0.00% | New |
| Transcendent Capital Group LLC history | Q2 2026 | 18.71K | $1.96M | 0.76% | New |
| Migdal Insurance & Financial Holdings Ltd. history | Q2 2026 | 18.50K | $1.93M | 0.01% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history | Q2 2026 | 17.79K | $1.86M | 0.00% | New |
| PARSONS CAPITAL MANAGEMENT INC/RI history | Q2 2026 | 17.54K | $1.83M | 0.08% | New |
| Beacon Pointe Advisors, LLC history | Q2 2026 | 17.29K | $1.81M | 0.01% | New |
| Merit Financial Group, LLC history | Q2 2026 | 16.66K | $1.74M | 0.01% | New |
| SHEETS SMITH WEALTH MANAGEMENT history | Q2 2026 | 16.47K | $1.72M | 0.17% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 16.34K | $1.71M | 0.00% | Add |
| XTX Topco Ltd history | Q2 2026 | 16.17K | $1.69M | 0.02% | New |
| Steward Partners Investment Advisory, LLC history | Q2 2026 | 15.83K | $1.65M | 0.01% | New |
| D.A. DAVIDSON & CO. history | Q2 2026 | 15.40K | $1.61M | 0.01% | New |
| CONGRESS ASSET MANAGEMENT CO history | Q3 2026 | 18.27K | $1.59M | 0.01% | New |
| PINNACLE ASSOCIATES LTD history | Q2 2026 | 14.76K | $1.54M | 0.02% | New |
| Equitable Holdings, Inc. history | Q2 2026 | 14.69K | $1.54M | 0.01% | New |
| WEXFORD CAPITAL LP history | Q2 2026 | 14.30K | $1.49M | 0.19% | New |
| LYELL WEALTH MANAGEMENT, LP history | Q2 2026 | 14.22K | $1.49M | 0.09% | New |
| UHLMANN PRICE SECURITIES, LLC history | Q2 2026 | 13.95K | $1.46M | 0.05% | New |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP history | Q2 2026 | 13.09K | $1.37M | 0.05% | New |
| NewEdge Advisors, LLC history | Q2 2026 | 12.96K | $1.35M | 0.00% | New |
| IFP Advisors, Inc history | Q2 2026 | 12.94K | $1.35M | 0.02% | New |
| Arkadios Wealth Advisors history | Q2 2026 | 12.36K | $1.29M | 0.02% | New |
| MENORA MIVTACHIM HOLDINGS LTD. history | Q2 2026 | 12.00K | $1.25M | 0.01% | New |
| Giverny Capital Inc. history | Q2 2026 | 11.66K | $1.22M | 0.04% | New |
| One Wealth Map LLC history | Q2 2026 | 12.54K | $1.21M | 0.56% | New |
| INDEPENDENT FINANCIAL GROUP, LLC history | Q2 2026 | 11.33K | $1.18M | 0.02% | New |
| COMMERCE BANK history | Q2 2026 | 11.27K | $1.18M | 0.01% | New |
| MONTAG A & ASSOCIATES INC history | Q2 2026 | 11.01K | $1.15M | 0.05% | New |
| Henson-Edgewater Management, LLC history | Q2 2026 | 10.98K | $1.08M | 0.56% | New |
| Shay Capital LLC history | Q2 2026 | 10.00K | $1.04M | 0.14% | New |
| Quantinno Capital Management LP history | Q2 2026 | 9.93K | $1.04M | 0.00% | New |
| AlphaCore Capital LLC history | Q2 2026 | 9.89K | $1.03M | 0.02% | New |
| Rockefeller Capital Management L.P. history | Q2 2026 | 9.82K | $1.03M | 0.00% | New |
| Mirabaud & Cie SA history | Q2 2026 | 9.80K | $1.02M | 0.41% | New |
| &PARTNERS history | Q2 2026 | 9.76K | $1.02M | 0.00% | New |
| Glen Eagle Advisors, LLC history | Q2 2026 | 9.74K | $1.02M | 0.13% | New |
| Tower Research Capital LLC (TRC) history | Q2 2026 | 9.60K | $1.00M | 0.03% | New |
| ABSOLUTE CAPITAL MANAGEMENT, LLC history | Q2 2026 | 9.50K | $992.56K | 0.25% | New |
| Prospera Financial Services Inc history | Q2 2026 | 9.49K | $991.75K | 0.01% | New |
| Mission Creek Capital Partners, Inc. history | Q2 2026 | 9.43K | $985.24K | 0.17% | New |
| OPPENHEIMER & CO INC history | Q2 2026 | 9.41K | $983.68K | 0.01% | New |
| Jefferies Financial Group Inc. history | Q2 2026 | 9.31K | $973.13K | 0.01% | New |
| BlackRock Inc history | Q2 2026 | 9.03K | $943.45K | 0.00% | Hold |
| IHT Wealth Management, LLC history | Q2 2026 | 8.84K | $923.00K | 0.02% | New |
| TITLEIST ASSET MANAGEMENT, LLC history | Q3 2026 | 10.54K | $916.76K | 0.06% | Add |
| RDA Financial Network history | Q2 2026 | 8.69K | $907.93K | 0.20% | New |
| Riverpoint Wealth Management Holdings, LLC history | Q2 2026 | 8.61K | $899.56K | 0.17% | New |
| STANSBERRY ASSET MANAGEMENT, LLC history | Q2 2026 | 8.44K | $881.50K | 0.08% | New |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC history | Q2 2026 | 8.38K | $875.23K | 0.03% | New |
| Retirement Planning Co of New England, Inc. history | Q2 2026 | 8.34K | $871.05K | 0.31% | New |
| MERCER GLOBAL ADVISORS INC /ADV history | Q2 2026 | 8.28K | $865.04K | 0.00% | New |
| Brookstone Capital Management history | Q2 2026 | 8.19K | $855.77K | 0.01% | New |
| Quantum Private Wealth, LLC history | Q2 2026 | 8.12K | $848.41K | 0.22% | New |
| Main Management LLC history | Q2 2026 | 8.05K | $841.00K | 0.06% | New |
| Regal Investment Advisors LLC history | Q2 2026 | 7.72K | $806.49K | 0.04% | New |
| Jupiter Wealth Management LLC history | Q2 2026 | 7.50K | $783.60K | 0.31% | New |
| TRUIST FINANCIAL CORP history | Q2 2026 | 7.17K | $748.69K | 0.00% | New |
| Two Sigma Investments history | Q2 2026 | 7.16K | $748.50K | 0.00% | New |
| Beckerman Institutional, LLC history | Q2 2026 | 7.11K | $742.94K | 0.35% | New |
| NICOLET BANKSHARES INC history | Q2 2026 | 7.02K | $733.45K | 0.02% | New |
| Wilson & Boucher Capital Management, LLC history | Q2 2026 | 6.96K | $727.08K | 0.43% | New |
| Allworth Financial LP history | Q2 2026 | 6.73K | $703.40K | 0.00% | New |
| Sanctuary Advisors, LLC history | Q2 2026 | 6.61K | $690.39K | 0.00% | New |
| Renaissance Technologies history | Q2 2026 | 6.54K | $682.99K | 0.00% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC history | Q2 2026 | 6.18K | $645.58K | 0.01% | New |
| Sterling Investment Advisors, Ltd. history | Q2 2026 | 6.12K | $639.60K | 0.11% | New |
| Aprio Wealth Management, LLC history | Q2 2026 | 6.12K | $639.11K | 0.03% | New |
| Scientech Research LLC history | Q2 2026 | 6.09K | $636.49K | 0.52% | New |
| MOSAIC FAMILY WEALTH PARTNERS, LLC history | Q2 2026 | 5.90K | $616.43K | 0.04% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME history | Q2 2026 | 5.63K | $588.64K | 0.00% | New |
| Mutual Advisors, LLC history | Q2 2026 | 5.48K | $572.34K | 0.01% | New |
| Brightwater Advisory LLC history | Q2 2026 | 5.33K | $556.67K | 0.35% | New |
| Concurrent Investment Advisors, LLC history | Q2 2026 | 5.29K | $552.62K | 0.01% | New |
| PRINCIPAL SECURITIES, INC. history | Q2 2026 | 5.25K | $548.17K | 0.01% | New |
| STEPHENS INC /AR/ history | Q2 2026 | 5.17K | $540.15K | 0.01% | New |
| Argyle Capital Partners, LLC history | Q2 2026 | 5.10K | $533.00K | 0.34% | New |
| Trexquant Investment LP history | Q2 2026 | 4.98K | $520.00K | 0.01% | New |
| KKM Financial LLC history | Q2 2026 | 4.93K | $515.09K | 0.07% | New |
| Certified Advisory Corp history | Q2 2026 | 4.89K | $511.32K | 0.04% | New |
| Maxele Advisors, LLC history | Q2 2026 | 4.89K | $510.91K | 0.36% | New |
| Marshall Wace history | Q2 2026 | 4.86K | $507.36K | 0.00% | Reduce |
| NATIONAL BANK OF CANADA /FI/ history | Q2 2026 | 4.78K | $499.62K | 0.00% | New |
| BNY Mellon history | Q2 2026 | 4.77K | $498.02K | 0.00% | Reduce |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC history | Q2 2026 | 4.72K | $493.82K | 0.00% | New |
| PEDDOCK CAPITAL ADVISORS, LLC history | Q2 2026 | 4.52K | $471.87K | 0.09% | New |
| OneAscent Financial Services LLC history | Q2 2026 | 4.36K | $455.43K | 0.02% | New |
| Miller Capital Partners, Inc. history | Q2 2026 | 4.20K | $438.61K | 0.17% | New |
| ASSETMARK, INC history | Q2 2026 | 4.17K | $435.58K | 0.00% | New |
| DAVENPORT & Co LLC history | Q2 2026 | 4.11K | $429.10K | 0.00% | New |
| BANK OF MONTREAL /CAN/ history | Q2 2026 | 4.10K | $428.40K | 0.00% | New |
| Total Clarity Wealth Management, Inc. history | Q2 2026 | 4.03K | $421.37K | 0.08% | New |
| WEALTHGARDEN F.S. LLC history | Q2 2026 | 4.00K | $417.61K | 0.24% | New |
| CIBC WORLD MARKET INC. history | Q2 2026 | 3.92K | $409.77K | 0.00% | New |
| FLP Wealth Management, LLC history | Q2 2026 | 3.83K | $400.16K | 0.71% | New |
| Cambridge Advisors Inc. history | Q2 2026 | 3.80K | $397.02K | 0.07% | New |
| Advisory Advocates, LLC history | Q2 2026 | 3.70K | $386.58K | 0.33% | New |
| Headlands Technologies LLC history | Q2 2026 | 3.67K | $383.55K | 0.04% | New |
| CORA CAPITAL ADVISORS LLC history | Q2 2026 | 3.55K | $370.59K | 0.10% | New |
| Kingsview Wealth Management, LLC history | Q2 2026 | 3.52K | $367.26K | 0.01% | New |
| Integrated Wealth Concepts LLC history | Q2 2026 | 3.49K | $364.95K | 0.00% | New |
| Gotham Asset Management, LLC history | Q2 2026 | 3.36K | $350.84K | 0.00% | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history | Q2 2026 | 3.36K | $343.24K | 0.02% | New |
| Sovran Advisors, LLC history | Q2 2026 | 3.35K | $336.52K | 0.03% | New |
| Bluespring Wealth Management, LLC history | Q2 2026 | 3.21K | $335.59K | 0.01% | New |
| TRANSCEND CAPITAL ADVISORS, LLC history | Q2 2026 | 3.21K | $334.84K | 0.02% | New |
| ANGELES WEALTH MANAGEMENT, LLC history | Q2 2026 | 3.18K | $332.66K | 0.01% | New |
| Advisory Services Network, LLC history | Q2 2026 | 3.10K | $324.14K | 0.01% | New |
| Town Capital LLC history | Q2 2026 | 3.08K | $321.28K | 0.20% | New |
| Wealthcare Advisory Partners LLC history | Q2 2026 | 3.03K | $316.11K | 0.01% | New |
| Advisory Alpha, LLC history | Q2 2026 | 3.02K | $315.43K | 0.01% | New |
| BANK HAPOALIM BM history | Q2 2026 | 3.00K | $313.00K | 0.02% | New |
| HOWARD WEALTH MANAGEMENT, LLC history | Q2 2026 | 2.99K | $312.85K | 0.12% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history | Q2 2026 | 3.14K | $306.88K | 0.00% | New |
| WESPAC Advisors, LLC history | Q2 2026 | 2.89K | $301.74K | 0.15% | New |
| PFG Investments, LLC history | Q2 2026 | 2.80K | $292.22K | 0.01% | New |
| Keudell/Morrison Wealth Management history | Q2 2026 | 2.77K | $289.10K | 0.06% | New |
| IMC-Chicago, LLC history | Q2 2026 | 2.71K | $283.35K | 0.00% | New |
| Capital Investment Counsel, LLC history | Q2 2026 | 2.68K | $280.01K | 0.04% | New |
| PNC Financial Services history | Q2 2026 | 2.67K | $279.25K | 0.00% | Reduce |
| THRIVENT FINANCIAL FOR LUTHERANS history | Q2 2026 | 2.63K | $275.00K | 0.00% | New |
| HARBOUR INVESTMENTS, INC. history | Q2 2026 | 2.62K | $274.16K | 0.00% | New |
| Guardian Asset Advisors, LLC history | Q2 2026 | 2.58K | $270.02K | 0.12% | New |
| US BANCORP \DE\ history | Q2 2026 | 2.58K | $269.87K | 0.00% | New |
| Eagle Strategies LLC history | Q2 2026 | 2.57K | $268.23K | 0.03% | New |
| Capital Square, LLC history | Q2 2026 | 2.74K | $267.75K | 0.12% | New |
| IFC & Insurance Marketing, Inc. history | Q2 2026 | 2.55K | $266.32K | 0.23% | New |
| Family Capital Management, Inc. history | Q2 2026 | 2.54K | $265.38K | 0.10% | New |
| BLAIR WILLIAM & CO/IL history | Q2 2026 | 2.51K | $262.26K | 0.00% | New |
| World Investment Advisors history | Q2 2026 | 2.79K | $252.62K | 0.00% | New |
| SeaBridge Investment Advisors LLC history | Q2 2026 | 2.41K | $252.22K | 0.04% | New |
| CHOREO, LLC history | Q2 2026 | 2.37K | $248.02K | 0.00% | New |
| Manchester Capital Management LLC history | Q2 2026 | 2.36K | $246.57K | 0.03% | New |
| VISTA INVESTMENT MANAGEMENT history | Q2 2026 | 2.32K | $242.60K | 0.07% | New |
| Trust Point Inc. history | Q2 2026 | 2.31K | $241.14K | 0.02% | New |
| LCNB CORP history | Q2 2026 | 2.29K | $238.74K | 0.07% | New |
| Institute for Wealth Management, LLC. history | Q2 2026 | 2.27K | $236.80K | 0.02% | New |
| Valeo Financial Advisors, LLC history | Q2 2026 | 2.24K | $234.45K | 0.01% | New |
| CARRET ASSET MANAGEMENT, LLC history | Q2 2026 | 2.23K | $232.89K | 0.02% | New |
| Obermeyer Wealth Partners history | Q2 2026 | 2.20K | $229.86K | 0.01% | New |
| One Capital Management, LLC history | Q2 2026 | 2.54K | $229.72K | 0.01% | New |
| AdvisorNet Financial, Inc history | Q2 2026 | 2.19K | $228.81K | 0.01% | New |
| Neuberger Berman Group LLC history | Q2 2026 | 2.17K | $227.03K | 0.00% | New |
| Sowell Financial Services LLC history | Q2 2026 | 2.17K | $226.78K | 0.01% | New |
| Millennium Management history | Q2 2026 | 2.15K | $225.05K | 0.00% | Reduce |
| MILLENNIUM MANAGEMENT LLC history | Q2 2026 | 2.15K | $225.05K | 0.00% | New |
| Crumly & Associates Inc. history | Q3 2026 | 2.55K | $221.66K | 0.04% | Add |
| Parallel Advisors, LLC history | Q2 2026 | 2.12K | $221.42K | 0.00% | New |
| Koshinski Asset Management, Inc. history | Q2 2026 | 2.11K | $220.35K | 0.01% | New |
| Quantum Capital Management, LLC / NJ history | Q2 2026 | 2.11K | $220.14K | 0.03% | New |
| ELCO Management Co., LLC history | Q2 2026 | 2.10K | $219.41K | 0.12% | New |
| Global Retirement Partners, LLC history | Q2 2026 | 2.09K | $218.36K | 0.00% | New |
| OneDigital Investment Advisors LLC history | Q2 2026 | 2.09K | $218.34K | 0.00% | New |
| Sigma Planning Corp history | Q2 2026 | 2.08K | $217.59K | 0.01% | New |
| Aspen Wealth Strategies, LLC history | Q2 2026 | 2.06K | $215.54K | 0.10% | New |
| RETIREMENT PLANNING GROUP, LLC / NY history | Q2 2026 | 2.06K | $214.97K | 0.12% | New |
| BENJAMIN EDWARDS INC history | Q2 2026 | 2.04K | $213.71K | 0.00% | New |
| TOBIAS FINANCIAL ADVISORS, INC. history | Q2 2026 | 2.02K | $210.66K | 0.03% | New |
| Rollins Financial Advisors, LLC history | Q2 2026 | 2.00K | $209.42K | 0.03% | New |
| Pekin Hardy Strauss, Inc. history | Q2 2026 | 2.00K | $208.96K | 0.02% | New |
| Heritage Wealth Management, Inc. history | Q2 2026 | 2.00K | $208.96K | 0.05% | New |
| Mullaney, Keating & Wright, Inc. history | Q2 2026 | 2.00K | $208.96K | 0.10% | New |
| Vienna Asset Management LLC history | Q2 2026 | 1.99K | $208.19K | 0.15% | New |
| Glass Jacobson Investment Advisors llc history | Q2 2026 | 1.98K | $207.26K | 0.07% | New |
| Wealth Management Associates, Inc. history | Q2 2026 | 1.98K | $206.35K | 0.06% | New |
| Ignite Planners, LLC history | Q2 2026 | 1.97K | $205.72K | 0.03% | New |
| GW&K Investment Management, LLC history | Q2 2026 | 1.96K | $205.00K | 0.00% | New |
| LANARK FINANCIAL, INC. history | Q2 2026 | 1.96K | $204.76K | 0.01% | New |
| Patriot Financial Group Insurance Agency, LLC history | Q2 2026 | 1.95K | $203.63K | 0.02% | New |
| Pinnacle Financial Partners, Inc. history | Q2 2026 | 1.94K | $203.12K | 0.00% | New |
| Wealthfront Advisers LLC history | Q2 2026 | 1.92K | $200.91K | 0.00% | New |
| Lodestone Wealth Management LLC history | Q2 2026 | 1.80K | $187.96K | 0.07% | New |
| Spire Wealth Management history | Q2 2026 | 1.76K | $184.41K | 0.01% | New |
| TRUST CO OF VERMONT history | Q2 2026 | 1.76K | $183.57K | 0.01% | New |
| Kilter Group LLC history | Q2 2026 | 1.71K | $179.08K | 0.07% | New |
| Elgethun Capital Management history | Q2 2026 | 1.64K | $171.76K | 0.02% | New |
| FIFTH THIRD BANCORP history | Q2 2026 | 1.59K | $166.54K | 0.00% | New |
| Strategic Wealth Partners, Ltd. history | Q2 2026 | 1.55K | $161.48K | 0.01% | New |
| EP Wealth Advisors, LLC history | Q2 2026 | 1.48K | $154.84K | 0.00% | New |
| Costello Asset Management, INC history | Q2 2026 | 1.44K | $150.45K | 0.04% | New |
| Holos Integrated Wealth LLC history | Q2 2026 | 1.45K | $144.81K | 0.07% | New |
| Rice Partnership, LLC history | Q2 2026 | 1.30K | $135.82K | 0.02% | New |
| Farther Finance Advisors, LLC history | Q3 2026 | 1.51K | $131.84K | 0.00% | Add |
| AE Wealth Management LLC history | Q2 2026 | 1.22K | $127.55K | 0.00% | New |
| IFG Advisory, LLC history | Q2 2026 | 1.19K | $124.01K | 0.00% | New |
| Golden State Wealth Management, LLC history | Q2 2026 | 1.15K | $120.22K | 0.01% | New |
| Geneos Wealth Management Inc. history | Q2 2026 | 1.10K | $114.73K | 0.00% | New |
| Millstone Evans Group, LLC history | Q2 2026 | 1.02K | $106.57K | 0.06% | New |
| ABOUND FINANCIAL, LLC history | Q2 2026 | 1.00K | $104.48K | 0.04% | New |
| Godfrey Financial Associates, Inc. history | Q2 2026 | 1.00K | $104.48K | 0.08% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC history | Q2 2026 | 924 | $96.54K | 0.00% | New |
| ARMSTRONG ADVISORY GROUP, INC history | Q2 2026 | 919 | $96.05K | 0.01% | New |
| Provenance Wealth Advisors, LLC history | Q2 2026 | 919 | $96.02K | 0.01% | New |
| CREDIT INDUSTRIEL ET COMMERCIAL history | Q2 2026 | 673 | $70.31K | 0.01% | New |
| RMG Wealth Management LLC history | Q2 2026 | 710 | $69.70K | 0.01% | New |
| Atlantic Union Bankshares Corp history | Q2 2026 | 619 | $64.67K | 0.00% | New |
| Vanguard National Trust Co history | Q2 2026 | 600 | $62.69K | 0.00% | New |
| GLENMEDE TRUST CO NA history | Q2 2026 | 556 | $58.09K | 0.00% | New |
| Kingdom Financial Group LLC. history | Q2 2026 | 502 | $52.43K | 0.01% | New |
| Synergy Investment Management, LLC history | Q2 2026 | 500 | $52.24K | 0.01% | New |
| Three Bearings Fiduciary Advisors, Inc. history | Q2 2026 | 499 | $52.14K | 0.05% | New |
| Hanson & Doremus Investment Management history | Q2 2026 | 485 | $51.00K | 0.01% | New |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC history | Q2 2026 | 478 | $49.97K | 0.00% | New |
| Physician Wealth Advisors, Inc. history | Q2 2026 | 472 | $49.33K | 0.01% | New |
| Anchor Investment Management, LLC history | Q2 2026 | 423 | $44.20K | 0.00% | New |
| Aptus Capital Advisors, LLC history | Q2 2026 | 406 | $42.42K | 0.00% | New |
| Ashton Thomas Private Wealth, LLC history | Q2 2026 | 400 | $41.79K | 0.00% | New |
| Canton Hathaway, LLC history | Q2 2026 | 395 | $41.27K | 0.01% | New |
| Commonwealth Retirement Investments LLC history | Q2 2026 | 387 | $40.43K | 0.01% | New |
| Financial Perspectives, Inc history | Q2 2026 | 365 | $38.13K | 0.01% | New |
| Franklin Resources history | Q1 2026 | 420 | $38.03K | 0.00% | Add |
| OXFORD FINANCIAL GROUP, LTD. LLC history | Q2 2026 | 350 | $36.57K | 0.00% | New |
| THOMPSON INVESTMENT MANAGEMENT, INC. history | Q2 2026 | 350 | $36.57K | 0.00% | New |
| BOCHK Asset Management Ltd history | Q2 2026 | 350 | $36.57K | 0.01% | New |
| Avion Wealth history | Q2 2026 | 345 | $36.00K | 0.01% | New |
| Capital Investment Advisory Services, LLC history | Q2 2026 | 330 | $34.48K | 0.00% | New |
| Darwin Wealth Management, LLC history | Q2 2026 | 316 | $33.02K | 0.01% | New |
| Aventura Private Wealth, LLC history | Q2 2026 | 305 | $31.87K | 0.01% | New |
| MAI Capital Management history | Q2 2026 | 300 | $31.34K | 0.00% | New |
| Redwood Park Advisors LLC history | Q2 2026 | 291 | $30.40K | 0.02% | New |
| Larson Financial Group LLC history | Q2 2026 | 282 | $29.46K | 0.00% | New |
| Signature Equity Partners, LLC history | Q2 2026 | 280 | $29.29K | 0.01% | New |
| DELTA ASSET MANAGEMENT LLC/TN history | Q2 2026 | 246 | $25.70K | 0.00% | New |
| EASTERN BANK history | Q3 2026 | 271 | $23.58K | 0.00% | New |
| FLAGSHIP WEALTH ADVISORS, LLC history | Q2 2026 | 216 | $22.57K | 0.01% | New |
| Wilmington Savings Fund Society, FSB history | Q2 2026 | 200 | $20.90K | 0.00% | New |
| KERR FINANCIAL PLANNING Corp history | Q2 2026 | 196 | $20.48K | 0.02% | New |
| ADIRONDACK TRUST CO history | Q2 2026 | 149 | $15.57K | 0.01% | New |
| Princeton Global Asset Management LLC history | Q2 2026 | 145 | $15.15K | 0.00% | New |
| Aventus Investment Advisors, Inc. history | Q2 2026 | 133 | $13.90K | 0.01% | New |
| DHJJ Financial Advisors, Ltd. history | Q2 2026 | 130 | $13.58K | 0.00% | New |
| Investors Research Corp history | Q3 2026 | 150 | $13.05K | 0.00% | Hold |
| TD Waterhouse Canada Inc. history | Q2 2026 | 119 | $12.43K | 0.00% | New |
| SIGNATUREFD, LLC history | Q2 2026 | 113 | $11.78K | 0.00% | New |
| Smallwood Wealth Investment Management, LLC history | Q2 2026 | 106 | $11.12K | 0.01% | New |
| Main Street Group, LTD history | Q2 2026 | 105 | $10.97K | 0.00% | New |
| IMA Advisory Services, Inc. history | Q2 2026 | 100 | $10.45K | 0.00% | New |
| PEAK6 LLC history | Q2 2026 | 100 | $10.45K | 0.00% | New |
| Sterling Capital Management LLC history | Q2 2026 | 100 | $10.45K | 0.00% | New |
| BARTLETT & CO. WEALTH MANAGEMENT LLC history | Q2 2026 | 100 | $10.45K | 0.00% | New |
| MCF Advisors LLC history | Q2 2026 | 100 | $10.45K | 0.00% | New |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd history | Q2 2026 | 100 | $10.45K | 0.02% | New |
| Bogart Wealth, LLC history | Q2 2026 | 90 | $9.40K | 0.00% | New |
| Glassman Wealth Services history | Q2 2026 | 84 | $8.78K | 0.00% | New |
| Blue Trust, Inc. history | Q2 2026 | 81 | $8.46K | 0.00% | New |
| Russell Investments Group, Ltd. history | Q2 2026 | 78 | $8.15K | 0.00% | New |
| Planning Strategies Inc. history | Q3 2026 | 80 | $6.96K | 0.00% | Hold |
| EVERMAY WEALTH MANAGEMENT LLC history | Q2 2026 | 58 | $6.06K | 0.00% | New |
| CX Institutional history | Q3 2026 | 65 | $6.00K | 0.00% | Add |
| GILL CAPITAL PARTNERS, LLC history | Q2 2026 | 44 | $4.60K | 0.00% | New |
| Founders Financial Alliance, LLC history | Q2 2026 | 40 | $4.18K | 0.00% | New |
| 1 NORTH WEALTH SERVICES LLC history | Q2 2026 | 39 | $4.08K | 0.00% | New |
| SHP Wealth Management history | Q2 2026 | 33 | $3.45K | 0.00% | New |
| High Note Wealth, LLC history | Q2 2026 | 33 | $3.45K | 0.00% | New |
| PlanVest Financial, Inc history | Q2 2026 | 30 | $3.14K | 0.00% | New |
| WealthCollab, LLC history | Q2 2026 | 29 | $3.03K | 0.00% | New |
| Continuum Advisory, LLC history | Q2 2026 | 26 | $2.72K | 0.00% | New |
| CBIZ Investment Advisory Services, LLC history | Q2 2026 | 26 | $2.35K | 0.00% | New |
| Abound Wealth Management history | Q2 2026 | 22 | $2.30K | 0.00% | New |
| CoreCap Advisors, LLC history | Q3 2026 | 26 | $2.26K | 0.00% | Reduce |
| BARRETT & COMPANY, INC. history | Q2 2026 | 20 | $2.09K | 0.00% | New |
| Hilton Head Capital Partners, LLC history | Q2 2026 | 19 | $1.99K | 0.00% | New |
| Arlington Trust Co LLC history | Q2 2026 | 18 | $1.88K | 0.00% | New |
| DUNCKER STREETT & CO INC history | Q2 2026 | 16 | $1.67K | 0.00% | New |
| Pinnacle Wealth Planning Services, Inc. history | Q2 2026 | 16 | $1.67K | 0.00% | New |
| FIDUCIARY FINANCIAL ADVISORS history | Q2 2026 | 16 | $1.57K | 0.00% | New |
| Central Pacific Bank - Trust Division history | Q3 2026 | 16 | $1.39K | 0.00% | Hold |
| Delos Wealth Advisors, LLC history | Q2 2026 | 10 | $1.04K | 0.00% | New |
| NFSG Corp history | Q2 2026 | 7 | $750 | 0.00% | New |
| Triumph Capital Management history | Q2 2026 | 6 | $627 | 0.00% | New |
| Mechanics Financial Corp history | Q2 2026 | 6 | $627 | 0.00% | New |
| TORONTO DOMINION BANK history | Q2 2026 | 5 | $523 | 0.00% | New |
| COMPASS FINANCIAL MANAGEMENT LLC history | Q2 2026 | 5 | $522 | 0.00% | New |
| HUNTINGTON NATIONAL BANK history | Q2 2026 | 1 | $10 | 0.00% | New |