ALLIANCEBERNSTEIN HOLDING L.P. - AB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,002,715 | 35,315 | 0.0% | 0.0% | 1 | +322,961 | 47.51% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 944,884 | 33,278 | 0.01% | 0.02% | 2 | -16,698 | -1.74% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 728,519 | 25,658 | 0.0% | 0.0% | 3 | -39,490 | -5.14% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 565,889 | 19,930 | 0.0% | 0.0% | 4 | +70,420 | 14.21% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 552,670 | 19,465 | 0.0% | 0.01% | 5 | +36,253 | 7.02% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 462,081 | 16,274 | 0.0% | 0.0% | 6 | +136,925 | 42.11% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | Reduced | 453,991 | 15,989 | 0.03% | 0.04% | 7 | -30,685 | -6.33% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 378,183 | 13,319 | 0.05% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | New | 377,897 | 13,309 | 0.04% | — | 9 | +377,897 | New | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 337,462 | 11,885 | 0.0% | 0.0% | 10 | +1,402 | 0.42% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 323,200 | 11,383 | 0.0% | 0.0% | 11 | -156,951 | -32.69% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 270,777 | 9,536 | 0.01% | 0.01% | 12 | +5,410 | 2.04% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 257,639 | 9,074 | 0.02% | — | 13 | +257,639 | New | Q2 2026 | Aug 05, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 248,496 | 8,752 | 0.1% | 0.09% | 14 | +31,049 | 14.28% | Q2 2026 | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 214,633 | 7,559 | 0.11% | 0.14% | 15 | -3,650 | -1.67% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | Added to | 210,857 | 7,426 | 0.01% | 0.01% | 16 | +92,078 | 77.52% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 207,995 | 7,325 | 0.0% | 0.0% | 17 | -6,925 | -3.22% | Q2 2026 | Aug 14, 2026 |
| Four Tree Island Advisory LLC | History | No change | 207,571 | 7,310 | 2.41% | 3.92% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 161,037 | 5,671 | 0.0% | 0.0% | 19 | -58,733 | -26.72% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 160,032 | 5,636 | 0.03% | 0.04% | 20 | -1,675 | -1.04% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 158,141 | 5,570 | 0.01% | 0.01% | 21 | +11,035 | 7.5% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 147,737 | 5,203 | 0.0% | 0.01% | 22 | -8,958 | -5.72% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 145,899 | 5,138 | 0.0% | 0.0% | 23 | -35,893 | -19.74% | Q2 2026 | Sep 02, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 137,341 | 4,837 | 0.87% | 0.93% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 125,620 | 4,668 | 0.01% | 0.01% | 25 | -570 | -0.45% | Q2 2026 | Jul 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 126,286 | 4,447 | 0.08% | 0.11% | 26 | -1,089 | -0.85% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 111,136 | 3,914 | 0.0% | 0.0% | 27 | -3,990 | -3.47% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 105,308 | 3,708 | 0.03% | 0.03% | 28 | +48,237 | 84.52% | Q2 2026 | Aug 13, 2026 |
| CHELSEA COUNSEL CO | History | Reduced | 95,180 | 3,352 | 1.42% | 1.59% | 29 | -100 | -0.1% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 81,479 | 2,869 | 0.05% | 0.14% | 30 | -21,759 | -21.08% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 79,100 | 2,785 | 0.03% | 0.04% | 31 | +350 | 0.44% | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 75,577 | 2,652 | 0.14% | 0.17% | 32 | +2,102 | 2.86% | Q2 2026 | Jul 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 75,130 | 2,646 | 0.0% | 0.0% | 33 | +11,400 | 17.89% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 75,100 | 2,645 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 70,261 | 2,474 | 0.0% | 0.01% | 35 | -282,455 | -80.08% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 66,434 | 2,339 | 0.01% | 0.0% | 36 | +48,251 | 265.36% | Q2 2026 | Aug 07, 2026 |
| Disciplined Equity Management, Inc. | History | Added to | 64,283 | 2,264 | 1.0% | 1.18% | 37 | +1,470 | 2.34% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 61,164 | 2,154 | 0.0% | 0.0% | 38 | -7,387 | -10.78% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 60,426 | 2,120 | 0.0% | 0.0% | 39 | -5,827 | -8.8% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 60,000 | 2,113 | 0.01% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 57,171 | 2,013 | 0.0% | 0.0% | 41 | +9,197 | 19.17% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 56,019 | 1,972 | 0.0% | 0.0% | 42 | +11,676 | 26.33% | Q2 2026 | Aug 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,590 | 1,958 | 0.0% | 0.01% | 43 | -2,245 | -3.88% | Q2 2026 | Jul 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 54,166 | 1,907 | 0.0% | — | 44 | +54,166 | New | Q2 2026 | Sep 09, 2026 |
| Aristides Capital LLC | History | Added to | 52,746 | 1,857 | 0.36% | 0.4% | 45 | +3,940 | 8.07% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 52,500 | 1,849 | 0.01% | 0.01% | 46 | -21,711 | -29.26% | Q2 2026 | Jul 28, 2026 |
| SHARPEPOINT LLC | History | New | 52,385 | 1,845 | 0.92% | — | 47 | +52,385 | New | Q2 2026 | Jul 29, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 51,706 | 1,821 | 0.07% | 0.09% | 48 | -1,528 | -2.87% | Q2 2026 | Aug 10, 2026 |
| Caption Management, LLC | History | No change | 50,000 | 1,761 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parrish Capital LLC | History | Reduced | 48,636 | 1,712 | 1.65% | 1.74% | 50 | -3,516 | -6.74% | Q2 2026 | Sep 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 48,188 | 1,697 | 0.0% | 0.0% | 51 | -2,418 | -4.78% | Q2 2026 | Aug 13, 2026 |
| Knott David M Jr | History | No change | 48,000 | 1,690 | 0.89% | 1.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 45,439 | 1,600 | 0.0% | 0.0% | 53 | -7,993 | -14.96% | Q2 2026 | Aug 13, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 44,850 | 1,579 | 0.08% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 44,522 | 1,568 | 0.01% | 0.01% | 55 | -400 | -0.89% | Q2 2026 | Jul 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 40,200 | 1,416 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 40,074 | 1,411 | 0.0% | 0.0% | 57 | +553 | 1.4% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 39,060 | 1,375 | 0.0% | 0.0% | 58 | +15,455 | 65.47% | Q2 2026 | Aug 12, 2026 |
| MidFirst Bank | History | No change | 38,750 | 1,364 | 0.1% | 0.12% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | Reduced | 38,706 | 1,363 | 0.0% | 0.01% | 60 | -2,185 | -5.34% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,339 | 1,350 | 0.0% | 0.0% | 61 | +1,839 | 5.04% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | Reduced | 37,134 | 1,307 | 0.01% | 0.01% | 62 | -1,303 | -3.39% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 36,158 | 1,273 | 0.02% | 0.03% | 63 | -6,349 | -14.94% | Q2 2026 | Jul 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 33,230 | 1,244 | 0.0% | 0.0% | 64 | +2,455 | 7.98% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 35,110 | 1,236 | 0.05% | — | 65 | +35,110 | New | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 34,149 | 1,202 | 0.01% | 0.01% | 66 | +4,508 | 15.21% | Q2 2026 | Aug 17, 2026 |
| Tidal Investments LLC | History | Reduced | 31,735 | 1,117 | 0.0% | 0.0% | 67 | -426 | -1.32% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 31,476 | 1,108 | 0.03% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clare Market Investments LLC | History | Added to | 31,250 | 1,100 | 0.2% | 0.16% | 69 | +11,250 | 56.25% | Q2 2026 | Jul 27, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 1,056 | 0.04% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 29,198 | 1,028 | 0.01% | 0.01% | 71 | -2,500 | -7.89% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 29,082 | 1,024 | 0.01% | 0.02% | 72 | -2,062 | -6.62% | Q2 2026 | Jul 22, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 28,389 | 999 | 0.55% | 0.72% | 73 | +569 | 2.05% | Q2 2026 | Jul 24, 2026 |
| Belpointe Asset Management LLC | History | Added to | 28,330 | 997 | 0.03% | 0.04% | 74 | +2,403 | 9.27% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 28,105 | 989 | 0.0% | 0.0% | 75 | +1,850 | 7.05% | Q2 2026 | Aug 12, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 26,718 | 941 | 0.14% | 0.16% | 76 | +1 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lifetime Wealth Management P.C. | History | Reduced | 26,050 | 917 | 0.54% | 0.56% | 77 | -400 | -1.51% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 24,908 | 877 | 0.01% | — | 78 | +24,908 | New | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 24,062 | 847 | 0.01% | 0.02% | 79 | -103 | -0.43% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 23,086 | 813 | 0.01% | 0.01% | 80 | -1,442 | -5.88% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | New | 22,721 | 800 | 0.03% | — | 82 | +22,721 | New | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Added to | 22,728 | 800 | 0.03% | 0.04% | 81 | +1,939 | 9.33% | Q2 2026 | Jul 23, 2026 |
| IMC-Chicago, LLC | History | Added to | 22,586 | 795 | 0.0% | 0.0% | 83 | +5,658 | 33.42% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 21,633 | 761 | 0.02% | — | 84 | +21,633 | New | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 20,293 | 714 | 0.0% | 0.0% | 85 | +829 | 4.26% | Q2 2026 | Jul 17, 2026 |
| Jefferies Financial Group Inc. | History | No change | 20,000 | 704 | 0.0% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kovack Advisors, Inc. | History | No change | 19,975 | 704 | 0.03% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 19,712 | 694 | 0.04% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZAZOVE ASSOCIATES LLC | History | New | 19,300 | 679 | 0.06% | — | 89 | +19,300 | New | Q2 2026 | Jul 16, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 18,661 | 657 | 0.25% | 0.38% | 90 | -3,127 | -14.35% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 18,618 | 655 | 0.0% | 0.0% | 91 | +43 | 0.23% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,292 | 644 | 0.0% | 0.0% | 92 | +1,211 | 7.09% | Q2 2026 | Jul 28, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 17,525 | 617 | 0.04% | 0.04% | 93 | +3,000 | 20.65% | Q2 2026 | Jul 14, 2026 |
| JBR Co Financial Management Inc | History | Added to | 17,308 | 609 | 0.22% | 0.26% | 94 | +907 | 5.53% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 17,200 | 605 | 0.01% | 0.01% | 95 | -325 | -1.85% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,021 | 599 | 0.01% | 0.01% | 96 | +30 | 0.18% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 16,971 | 597 | 0.01% | 0.01% | 97 | +395 | 2.38% | Q2 2026 | Jul 27, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 15,908 | 595 | 0.09% | 0.11% | 98 | -2,098 | -11.65% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,507 | 556 | 0.0% | 0.0% | 99 | +1,777 | 12.94% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | Added to | 15,553 | 547 | 0.23% | 0.36% | 100 | +93 | 0.6% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,507 | 546 | 0.0% | — | 101 | +15,507 | New | Q2 2026 | Aug 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 15,475 | 545 | 0.07% | 0.08% | 102 | -75 | -0.48% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 15,061 | 530 | 0.3% | — | 103 | +15,061 | New | Q2 2026 | Aug 14, 2026 |
| TritonPoint Partners, LLC | History | New | 14,466 | 509 | 0.04% | — | 105 | +14,466 | New | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 14,466 | 509 | 0.05% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 14,317 | 504 | 0.04% | 0.05% | 106 | +1,952 | 15.79% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,230 | 501 | 0.0% | 0.0% | 107 | +1,574 | 12.44% | Q2 2026 | Aug 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 14,054 | 494 | 0.02% | 0.08% | 108 | -27,672 | -66.32% | Q2 2026 | Jul 21, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 14,000 | 493 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 13,633 | 480 | 0.09% | 0.11% | 110 | +179 | 1.33% | Q2 2026 | Jul 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,557 | 477 | 0.0% | 0.0% | 111 | +3,626 | 36.51% | Q2 2026 | Aug 19, 2026 |
| F/m Investments LLC | History | No change | 13,465 | 474 | 0.02% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,209 | 465 | 0.0% | 0.0% | 113 | +5,909 | 80.95% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,168 | 463 | 0.0% | 0.0% | 114 | +658 | 5.26% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,096 | 461 | 0.0% | 0.01% | 115 | -270 | -2.02% | Q2 2026 | Aug 11, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 12,900 | 454 | 0.33% | 0.49% | 116 | -2,375 | -15.55% | Q2 2026 | Jul 28, 2026 |
| Canton Hathaway, LLC | History | No change | 12,800 | 450 | 0.09% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northside Capital Management, LLC | History | Reduced | 12,625 | 444 | 0.04% | 0.04% | 118 | -1,000 | -7.34% | Q2 2026 | Jul 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,407 | 436 | 0.02% | 0.02% | 119 | +2,581 | 26.27% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,297 | 433 | 0.0% | 0.0% | 120 | +3,331 | 37.15% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 11,920 | 419 | 0.0% | — | 122 | +11,920 | New | Q2 2026 | Sep 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,903 | 419 | 0.01% | 0.02% | 121 | -524 | -4.22% | Q2 2026 | Jul 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,830 | 416 | 0.01% | 0.02% | 123 | +195 | 1.68% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Reduced | 11,741 | 413 | 0.0% | 0.0% | 124 | -509 | -4.16% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | New | 11,044 | 410 | 0.01% | — | 125 | +11,044 | New | Q2 2026 | Jul 13, 2026 |
| World Investment Advisors | History | Reduced | 11,037 | 408 | 0.01% | 0.01% | 126 | -690 | -5.88% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 11,343 | 400 | 0.03% | — | 129 | +11,343 | New | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Reduced | 11,385 | 400 | 0.0% | 0.0% | 127 | -1,124 | -8.99% | Q2 2026 | Aug 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 11,359 | 400 | 0.02% | 0.02% | 128 | +100 | 0.89% | Q2 2026 | Aug 11, 2026 |
| Herold Advisors, Inc. | History | Reduced | 11,337 | 399 | 0.08% | 0.1% | 130 | -463 | -3.92% | Q2 2026 | Jul 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 11,250 | 396 | 0.01% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,039 | 388 | 0.0% | 0.0% | 133 | -1,019 | -8.45% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 11,038 | 388 | 0.01% | 0.01% | 132 | -234 | -2.08% | Q2 2026 | Aug 06, 2026 |
| Nadler Financial Group, Inc. | History | No change | 10,836 | 381 | 0.03% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Added to | 10,670 | 375 | 0.0% | 0.0% | 135 | +384 | 3.73% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 10,631 | 374 | 0.04% | 0.06% | 136 | -1,413 | -11.73% | Q2 2026 | Jul 23, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 10,357 | 364 | 0.26% | 0.3% | 137 | +121 | 1.18% | Q2 2026 | Jul 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 10,325 | 363 | 0.0% | 0.0% | 138 | +1,350 | 15.04% | Q2 2026 | Aug 13, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 10,128 | 356 | 0.32% | 0.37% | 139 | +225 | 2.27% | Q2 2026 | Aug 11, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 10,080 | 355 | 0.07% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 10,100 | 355 | 0.11% | 0.14% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 10,075 | 354 | 0.25% | 0.33% | 142 | -200 | -1.95% | Q2 2026 | Jul 28, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 10,000 | 352 | 0.09% | — | 145 | +10,000 | New | Q2 2026 | Aug 14, 2026 |
| NORTHLAND SECURITIES, INC. | History | No change | 10,000 | 352 | 0.21% | 0.36% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIG BROKERAGE, LP | History | No change | 10,000 | 352 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vivaldi Capital Management LP | History | No change | 9,048 | 338 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hudson Portfolio Management LLC | History | No change | 9,450 | 332 | 0.25% | 0.3% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,360 | 329 | 0.0% | 0.0% | 148 | +2 | 0.02% | Q2 2026 | Jul 29, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 9,085 | 319 | 0.04% | 0.04% | 149 | +914 | 11.19% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,021 | 317 | 0.0% | 0.01% | 150 | -5,471 | -37.75% | Q2 2026 | Jul 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 9,000 | 316 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group | History | Reduced | 8,877 | 312 | 0.02% | 0.05% | 152 | -10,110 | -53.25% | Q2 2026 | Jul 29, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,755 | 308 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 8,632 | 304 | 0.03% | 0.03% | 154 | +18 | 0.21% | Q2 2026 | Jul 07, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 8,553 | 301 | 0.09% | 0.09% | 156 | +450 | 5.55% | Q2 2026 | Aug 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 8,052 | 301 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 8,098 | 298 | 0.01% | 0.01% | 157 | -500 | -5.82% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | Reduced | 8,422 | 296 | 0.01% | 0.01% | 158 | -900 | -9.65% | Q2 2026 | Aug 06, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 8,401 | 295 | 0.22% | 0.26% | 159 | +501 | 6.34% | Q2 2026 | Jul 31, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 8,349 | 294 | 0.0% | 0.0% | 160 | -385 | -4.41% | Q2 2026 | Jul 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 8,328 | 293 | 0.0% | 0.0% | 161 | +622 | 8.07% | Q2 2026 | Aug 12, 2026 |
| One Capital Management, LLC | History | No change | 7,829 | 293 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 8,164 | 287 | 0.01% | 0.01% | 163 | +79 | 0.98% | Q2 2026 | Jul 17, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 8,130 | 286 | 0.0% | 0.0% | 164 | -70 | -0.85% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,067 | 284 | 0.0% | 0.0% | 165 | +46 | 0.57% | Q2 2026 | Aug 12, 2026 |
| Second Line Capital, LLC | History | Added to | 8,067 | 284 | 0.05% | 0.06% | 166 | +46 | 0.57% | Q2 2026 | Sep 02, 2026 |
| Krilogy Financial LLC | History | No change | 7,982 | 281 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Advocates, LLC | History | No change | 7,950 | 279 | 0.24% | 0.3% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Haverford Trust Co | History | No change | 7,906 | 278 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 7,658 | 269 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 7,575 | 266 | 0.0% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 7,525 | 265 | 0.03% | 0.03% | 172 | +1,000 | 15.33% | Q2 2026 | Aug 03, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 7,499 | 264 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 7,522 | 264 | 0.03% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| State of Tennessee, Department of Treasury | History | New | 7,411 | 261 | 0.0% | — | 175 | +7,411 | New | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 7,374 | 259 | 0.04% | — | 176 | +7,374 | New | Q2 2026 | Aug 13, 2026 |
| CPC Advisors, LLC | History | No change | 7,051 | 248 | 0.03% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 7,025 | 247 | 0.01% | 0.01% | 178 | +891 | 14.53% | Q2 2026 | Jul 31, 2026 |
| DAVIDSON TRUST CO | History | No change | 7,000 | 246 | 0.1% | 0.11% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,995 | 246 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 6,889 | 242 | 0.01% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 6,800 | 239 | 0.08% | 0.2% | 182 | -6,312 | -48.14% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | Added to | 6,779 | 238 | 0.0% | 0.01% | 183 | +97 | 1.45% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,694 | 235 | 0.0% | 0.0% | 184 | -2,348 | -25.97% | Q2 2026 | Jul 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,601 | 232 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 6,565 | 231 | 0.0% | 0.0% | 186 | -704 | -9.68% | Q2 2026 | Aug 11, 2026 |
| Payne Capital Management, LLC | History | No change | 6,503 | 229 | 0.06% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,480 | 228 | 0.01% | 0.01% | 188 | -125 | -1.89% | Q2 2026 | Jul 28, 2026 |
| Merrion Investment Management Co, LLC | History | No change | 6,500 | 228 | 0.11% | 0.13% | 189 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 6,426 | 226 | 0.01% | 0.01% | 190 | -419 | -6.12% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,413 | 225 | 0.0% | 0.0% | 191 | +729 | 12.83% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 6,204 | 218 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,200 | 218 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 6,095 | 214 | 0.04% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 6,050 | 213 | 0.06% | 0.07% | 196 | +705 | 13.19% | Q2 2026 | Aug 06, 2026 |
| Old North State Trust, LLC | History | No change | 6,035 | 213 | 0.11% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Causey Wealth LLC | History | No change | 6,035 | 212 | 0.08% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 6,000 | 211 | 0.04% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CHICAGO TRUST Co NA | History | No change | 6,000 | 211 | 0.03% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 5,902 | 207 | 0.02% | 0.02% | 200 | +502 | 9.3% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,858 | 206 | 0.02% | — | 201 | +5,858 | New | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | Reduced | 5,817 | 204 | 0.0% | 0.01% | 203 | -9,144 | -61.12% | Q2 2026 | Aug 14, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 5,700 | 204 | 0.18% | 0.21% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 5,780 | 203 | 0.04% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 5,752 | 202 | 0.01% | 0.01% | 205 | +31 | 0.54% | Q2 2026 | Aug 05, 2026 |
| Mach-1 Financial Group, LLC | History | New | 5,685 | 200 | 0.08% | — | 207 | +5,685 | New | Q2 2026 | Jul 29, 2026 |
| Quantum Private Wealth, LLC | History | No change | 5,700 | 200 | 0.05% | 0.07% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,150 | 181 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 5,000 | 176 | 0.0% | 0.01% | 210 | -2,350 | -31.97% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,000 | 176 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 4,860 | 171 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITIGROUP INC | History | No change | 4,306 | 151 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of Wyoming | History | Reduced | 3,502 | 123 | 0.01% | 0.03% | 213 | -3,327 | -48.72% | Q2 2026 | Aug 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 3,481 | 122 | 0.05% | 0.05% | 214 | +175 | 5.29% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 2,862 | 107 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,000 | 105 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| IFG Advisory, LLC | History | New | 2,909 | 102 | 0.0% | — | 217 | +2,909 | New | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,871 | 101 | 0.01% | 0.01% | 218 | -19 | -0.66% | Q2 2026 | Jul 22, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 2,754 | 96 | 0.04% | 0.05% | 219 | +59 | 2.19% | Q2 2026 | Aug 17, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | New | 2,600 | 91 | 0.03% | — | 221 | +2,600 | New | Q2 2026 | Aug 07, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 2,600 | 91 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,549 | 89 | 0.0% | 0.0% | 223 | +478 | 23.08% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,540 | 89 | 0.0% | 0.01% | 222 | +51 | 2.05% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,241 | 78 | 0.0% | 0.0% | 224 | +213 | 10.5% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2,200 | 77 | 0.04% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,129 | 74 | 0.0% | 0.0% | 226 | -371 | -14.84% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 2,000 | 70 | 0.0% | 0.0% | 227 | +500 | 33.33% | Q2 2026 | Jul 31, 2026 |
| Costello Asset Management, INC | History | No change | 1,900 | 66 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,700 | 59 | 0.02% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | Added to | 1,505 | 53 | 0.01% | 0.01% | 230 | +605 | 67.22% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,500 | 52 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,500 | 52 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,461 | 51 | 0.0% | 0.0% | 233 | +539 | 58.46% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,401 | 49 | 0.02% | 0.02% | 234 | +198 | 16.46% | Q2 2026 | Jul 30, 2026 |
| Heritage Wealth Advisors | History | No change | 1,350 | 47 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 1,300 | 45 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,261 | 44 | 0.0% | 0.0% | 237 | +1,126 | 834.07% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,274 | 44 | 0.0% | 0.0% | 240 | -674 | -34.6% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,270 | 44 | 0.0% | 0.0% | 239 | -401 | -24.0% | Q2 2026 | Aug 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,256 | 44 | 0.0% | 0.0% | 238 | +26 | 2.11% | Q2 2026 | Jul 17, 2026 |
| LRI Investments, LLC | History | Added to | 1,197 | 42 | 0.0% | 0.0% | 241 | +1,000 | 507.61% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,067 | 37 | 0.0% | 0.0% | 242 | +301 | 39.3% | Q2 2026 | Aug 12, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 998 | 35 | 0.0% | 0.0% | 244 | -1,126 | -53.01% | Q2 2026 | Aug 14, 2026 |
| Mountain Hill Investment Partners Corp. | History | New | 1,000 | 35 | 0.02% | — | 246 | +1,000 | New | Q2 2026 | Jul 16, 2026 |
| Truvestments Capital LLC | History | Added to | 1,022 | 35 | 0.01% | 0.01% | 245 | +22 | 2.2% | Q2 2026 | Aug 12, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 35 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Axiom Investment Management LLC | History | Added to | 985 | 34 | 0.02% | 0.02% | 247 | +250 | 34.01% | Q2 2026 | Jul 30, 2026 |
| BOKF, NA | History | No change | 800 | 28 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | No change | 798 | 28 | 0.08% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | New | 789 | 27 | 0.0% | — | 252 | +789 | New | Q2 2026 | Aug 06, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 774 | 27 | 0.02% | 0.02% | 251 | +16 | 2.11% | Q2 2026 | Aug 11, 2026 |
| GoalVest Advisory LLC | History | No change | 783 | 27 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kozak & Associates, Inc. | History | Added to | 721 | 25 | 0.0% | 0.01% | 253 | +15 | 2.12% | Q2 2026 | Jul 02, 2026 |
| Continuum Advisory, LLC | History | New | 694 | 24 | 0.0% | — | 254 | +694 | New | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | Added to | 636 | 22 | 0.0% | 0.0% | 255 | +14 | 2.25% | Q2 2026 | Jul 31, 2026 |
| MOTCO | History | New | 600 | 21 | 0.0% | — | 258 | +600 | New | Q2 2026 | Jul 31, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 600 | 21 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 600 | 21 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 543 | 19 | 0.0% | 0.0% | 259 | +258 | 90.53% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 566 | 19 | 0.0% | 0.0% | 260 | +12 | 2.17% | Q2 2026 | Jul 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 552 | 19 | 0.0% | 0.01% | 261 | +5 | 0.91% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 566 | 19 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 500 | 17 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Grove Bank & Trust | History | No change | 500 | 17 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 428 | 15 | 0.0% | — | 266 | +428 | New | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 444 | 15 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 400 | 14 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO | History | Added to | 379 | 13 | 0.0% | 0.0% | 268 | +79 | 26.33% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | New | 300 | 10 | 0.0% | — | 274 | +300 | New | Q2 2026 | Aug 11, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 310 | 10 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 300 | 10 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Community Financial Services Group, LLC | History | No change | 305 | 10 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bank of New Hampshire | History | No change | 300 | 10 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 295 | 10 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 240 | 8 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | Reduced | 219 | 7 | 0.0% | 0.0% | 279 | -219 | -50.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 200 | 7 | 0.0% | 0.0% | 277 | -100 | -33.33% | Q2 2026 | Jul 14, 2026 |
| Hurley Capital, LLC | History | Added to | 202 | 7 | 0.0% | 0.0% | 280 | +4 | 2.02% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 7 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 226 | 7 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 178 | 6 | 0.0% | 0.0% | 281 | +96 | 117.07% | Q2 2026 | Jul 30, 2026 |
| PFS Partners, LLC | History | No change | 190 | 6 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARCLAYS PLC | History | Reduced | 144 | 5 | 0.0% | 0.0% | 283 | -1,156 | -88.92% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | New | 165 | 5 | 0.0% | — | 285 | +165 | New | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 110 | 3 | 0.0% | 0.0% | 286 | -20 | -15.38% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Luminist Capital LLC | History | New | 58 | 2 | 0.0% | — | 290 | +58 | New | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 83 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,078,857 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Closed out | 0 | 0 | — | 0.03% | — | -26,824 | -100.0% | Q2 2026 | Jul 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,600 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Future Fund LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -14,439 | -100.0% | Q2 2026 | Aug 12, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -13,000 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,111 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,769 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tepp RIA, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,750 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,685 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,511 | -100.0% | Q2 2026 | Jul 27, 2026 |