Goldman Sachs Physical Gold ETF - AAAU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEOS Investment Management LLC | History | No change | 2,734,560 | 108,206 | 0.4% | 0.4% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 2,225,662 | 88,069 | 5.8% | 5.8% | 2 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LPL Financial LLC | History | No change | 1,151,110 | 45,549 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heirloom Wealth Management | History | No change | 1,005,004 | 39,768 | 5.76% | 5.76% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 826,242 | 32,694 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 823,586 | 32,589 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 759,580 | 30,056 | 1.08% | 1.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 529,428 | 20,949 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 511,600 | 20,244 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 412,635 | 16,327 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 393,243 | 15,561 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 380,296 | 15,048 | 3.05% | 3.05% | 12 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 309,570 | 12,679 | 2.97% | 2.97% | 13 | -1,009 | -0.32% | Q3 2026 | Oct 06, 2026 |
| Sonoma Allocations LLC | History | No change | 308,858 | 12,414 | 3.86% | 3.86% | 14 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kestra Advisory Services, LLC | History | No change | 282,294 | 11,170 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALERUS FINANCIAL NA | History | No change | 281,513 | 11,139 | 0.49% | 0.49% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLG LLC | History | No change | 276,529 | 10,942 | 2.4% | 2.4% | 17 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | No change | 274,731 | 10,871 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 264,935 | 10,483 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 242,000 | 9,575 | 0.57% | 0.57% | 20 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GoalVest Advisory LLC | History | Added to | 229,006 | 9,380 | 1.62% | 1.62% | 21 | +7,787 | 3.52% | Q3 2026 | Oct 02, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 209,704 | 8,589 | 0.79% | 0.74% | 22 | -10,647 | -4.83% | Q3 2026 | Oct 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 210,759 | 8,343 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 208,601 | 8,254 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 208,281 | 8,241 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 204,694 | 8,099 | 0.86% | 0.86% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 198,011 | 7,835 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 193,300 | 7,648 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURAGE CAPITAL MANAGEMENT LLC | History | No change | 184,254 | 7,291 | 10.83% | 10.83% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 182,319 | 7,214 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 181,273 | 7,172 | 1.15% | 1.15% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 177,988 | 7,042 | 0.39% | 0.39% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 170,635 | 6,752 | 0.59% | 0.59% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 139,349 | 6,436 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 145,113 | 5,742 | 1.19% | 1.19% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockport Wealth LLC | History | No change | 141,928 | 5,616 | 0.94% | 0.94% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 141,012 | 5,579 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 131,307 | 5,195 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 127,111 | 5,029 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nikulski Financial, Inc. | History | No change | 123,390 | 4,882 | 1.05% | 1.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Procyon Advisors, LLC | History | No change | 122,006 | 4,827 | 0.21% | 0.21% | 41 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 120,387 | 4,763 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 110,408 | 4,368 | 2.35% | 2.35% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | No change | 109,855 | 4,346 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Financial, LLC | History | No change | 109,376 | 4,328 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 108,666 | 4,299 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 105,415 | 4,171 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 103,766 | 4,106 | 0.78% | 0.78% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 100,810 | 3,989 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 92,025 | 3,641 | 0.63% | 0.63% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WealthTrak Capital Management LLC | History | No change | 86,992 | 3,442 | 2.26% | 2.26% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 83,075 | 3,287 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Riverwater Partners LLC | History | No change | 82,626 | 3,269 | 0.97% | 0.97% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 78,870 | 3,120 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 75,509 | 2,988 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 72,947 | 2,886 | 1.49% | 1.49% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tandem Financial, LLC | History | No change | 71,050 | 2,811 | 0.85% | 0.85% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 69,747 | 2,759 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 68,483 | 2,748 | 1.81% | 1.81% | 59 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 69,211 | 2,738 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 69,211 | 2,738 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 63,859 | 2,615 | 0.02% | 0.02% | 62 | +2,082 | 3.37% | Q3 2026 | Oct 08, 2026 |
| Arkadios Wealth Advisors | History | No change | 63,964 | 2,531 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 63,325 | 2,505 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Essex Financial Services, Inc. | History | No change | 63,138 | 2,498 | 0.12% | 0.12% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paladin Advisory Group, LLC | History | No change | 61,747 | 2,443 | 1.62% | 1.62% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 59,860 | 2,368 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 59,205 | 2,342 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | No change | 59,197 | 2,342 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 57,761 | 2,285 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 51,589 | 2,041 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 49,586 | 1,962 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 47,257 | 1,869 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 46,700 | 1,847 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 43,317 | 1,714 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 41,100 | 1,626 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,098 | 1,586 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 38,981 | 1,542 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 38,701 | 1,531 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 38,564 | 1,525 | 0.6% | 0.6% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | No change | 38,077 | 1,506 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 37,757 | 1,494 | 0.56% | 0.56% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 36,989 | 1,463 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 36,875 | 1,459 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 36,444 | 1,442 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generation Capital Management LLC | History | No change | 36,445 | 1,442 | 0.88% | 0.88% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guidance Point Advisors, LLC | History | No change | 35,693 | 1,412 | 0.3% | 0.3% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 34,892 | 1,380 | 0.57% | 0.57% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 34,345 | 1,359 | 0.52% | 0.52% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WESPAC Advisors, LLC | History | No change | 33,597 | 1,329 | 0.65% | 0.65% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 31,647 | 1,252 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 31,441 | 1,244 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 31,334 | 1,239 | 0.56% | 0.56% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 30,260 | 1,197 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MATAURO, LLC | History | No change | 30,156 | 1,193 | 0.16% | 0.16% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 29,829 | 1,180 | 0.46% | 0.46% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 29,702 | 1,175 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 28,970 | 1,146 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 28,395 | 1,123 | 0.38% | 0.38% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ipsen Advisor Group LLC | History | No change | 27,834 | 1,101 | 0.71% | 0.71% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 25,459 | 1,007 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | No change | 25,300 | 1,001 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haven Private, LLC | History | No change | 24,117 | 954 | 0.36% | 0.36% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intrua Financial, LLC | History | No change | 23,360 | 924 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Visionary Wealth Advisors | History | No change | 23,213 | 918 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 22,000 | 870 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 21,571 | 853 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 20,743 | 820 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 20,554 | 813 | 0.15% | 0.15% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 20,439 | 808 | 0.16% | 0.16% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,369 | 806 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| True North Advisors, LLC | History | No change | 20,020 | 792 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StoneX Group Inc. | History | No change | 18,750 | 790 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prostatis Group LLC | History | No change | 19,951 | 789 | 0.18% | 0.18% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 19,770 | 782 | 0.27% | 0.27% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 19,731 | 780 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WMG Financial Advisors, LLC | History | No change | 19,700 | 779 | 0.29% | 0.29% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | No change | 19,656 | 777 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 19,345 | 765 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 19,057 | 754 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 18,094 | 715 | 0.32% | 0.32% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hilltop National Bank | History | No change | 17,975 | 711 | 0.15% | 0.15% | 122 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,849 | 706 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 17,562 | 694 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Betterment LLC | History | No change | 17,273 | 683 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trinity Financial Advisors LLC | History | New | 16,374 | 670 | 0.17% | — | 126 | +16,374 | New | Q3 2026 | Oct 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 16,681 | 660 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 16,597 | 660 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 16,543 | 654 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evelyn Partners Group Ltd | History | No change | 15,740 | 622 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWA Asset Management Group, LLC | History | No change | 14,719 | 582 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 13,603 | 538 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 13,508 | 534 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,406 | 530 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,134 | 519 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SLT Holdings LLC | History | No change | 13,090 | 517 | 0.32% | 0.32% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 12,915 | 511 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 12,850 | 508 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 12,818 | 507 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 12,732 | 503 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,500 | 494 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 12,502 | 494 | 0.25% | 0.25% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,103 | 478 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Western Wealth Management, LLC | History | No change | 11,998 | 474 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 11,809 | 467 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 11,785 | 466 | 0.22% | 0.22% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 11,554 | 457 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 11,495 | 454 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,016 | 435 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 10,948 | 433 | 0.12% | 0.12% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,936 | 432 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 10,584 | 418 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,483 | 414 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,280 | 406 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 10,066 | 398 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 10,000 | 395 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MONECO ADVISORS, LLC | History | No change | 9,625 | 380 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,853 | 362 | 0.02% | 0.02% | 159 | +999 | 12.72% | Q3 2026 | Oct 08, 2026 |
| LCNB CORP | History | No change | 9,164 | 362 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Banco BTG Pactual S.A. | History | No change | 9,124 | 361 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Investment Management, LLC | History | No change | 8,904 | 352 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 8,601 | 340 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 8,493 | 336 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 8,430 | 333 | 0.15% | 0.15% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ball & Co Wealth Management Inc. | History | No change | 8,429 | 333 | 0.24% | 0.24% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 8,323 | 329 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,283 | 327 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 8,098 | 320 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| S.A. Mason LLC | History | No change | 8,040 | 318 | 0.1% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Range Advisory, LLC | History | No change | 7,995 | 316 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vise Technologies, Inc. | History | No change | 7,691 | 304 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hara Capital LLC | History | No change | 7,500 | 296 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | No change | 7,230 | 286 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 7,230 | 286 | 0.65% | 0.65% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor Resource Council | History | No change | 6,938 | 284 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 7,168 | 283 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spire Wealth Management | History | No change | 6,964 | 275 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 6,915 | 273 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 6,700 | 265 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFG Advisors | History | No change | 6,625 | 262 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 6,470 | 256 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atlas Brown,Inc. | History | Added to | 6,231 | 255 | 0.07% | 0.06% | 182 | +450 | 7.78% | Q3 2026 | Oct 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,399 | 253 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 6,213 | 245 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 6,160 | 243 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atomic Invest LLC | History | No change | 5,904 | 233 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,857 | 231 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platform Technology Partners | History | No change | 5,630 | 222 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | No change | 5,588 | 221 | 0.1% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 5,571 | 220 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trek Financial, LLC | History | No change | 5,550 | 219 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 5,416 | 214 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gambit Capital Management, LLC | History | No change | 5,420 | 214 | 0.12% | 0.12% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,324 | 210 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 5,328 | 210 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 5,250 | 207 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 5,234 | 207 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| W1M Asset Management Ltd | History | No change | 5,100 | 201 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 5,000 | 198 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 4,747 | 187 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arlington Trust Co LLC | History | No change | 4,512 | 178 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FMR LLC | History | No change | 4,432 | 175 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 3,752 | 148 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 3,655 | 144 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 3,215 | 127 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,068 | 121 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,775 | 109 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,700 | 106 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,049 | 81 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 2,057 | 81 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,800 | 71 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,485 | 58 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 1,024 | 40 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,000 | 39 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,000 | 39 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 902 | 35 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polaris Financial Partners | History | New | 830 | 34 | 0.02% | — | 217 | +830 | New | Q3 2026 | Oct 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 754 | 29 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 637 | 26 | 0.0% | 0.0% | 220 | -564 | -46.96% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 659 | 26 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 652 | 25 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | No change | 582 | 23 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 536 | 21 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 517 | 20 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 520 | 20 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 500 | 19 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 325 | 13 | 0.0% | — | 229 | +325 | New | Q3 2026 | Oct 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 330 | 13 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 347 | 13 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 11 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 254 | 10 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kimelman & Baird, LLC | History | No change | 225 | 8 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| UBS Group AG | History | No change | 166 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | No change | 147 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Investors Research Corp | History | No change | 152 | 6 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 151 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 100 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gould Capital, LLC | History | No change | 98 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strive Financial Group ,LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 38 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 30 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Copia Wealth Management | History | No change | 39 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Friday Financial | History | Closed out | 0 | 0 | — | 0.07% | — | -6,678 | -100.0% | Q3 2026 | Oct 09, 2026 |
| IFP Advisors, Inc | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Imprint Wealth LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |