ETF Series Solutions - ACIO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | No change | 18,591,361 | 857,805 | 5.87% | 5.87% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,974,173 | 367,928 | 2.41% | 2.41% | 2 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 4,543,323 | 209,628 | 11.77% | 11.77% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 2,467,498 | 113,850 | 0.16% | 0.16% | 4 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BROGAN FINANCIAL, INC. | History | No change | 1,941,690 | 89,589 | 35.9% | 35.9% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,716,685 | 79,207 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 1,645,489 | 75,922 | 8.57% | 8.57% | 7 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,520,681 | 70,164 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 1,453,023 | 67,042 | 3.39% | 3.39% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Second Line Capital, LLC | History | No change | 1,292,312 | 59,627 | 11.1% | 11.1% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 1,186,632 | 55,676 | 3.7% | 3.46% | 11 | +29,202 | 2.52% | Q3 2026 | Oct 08, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 1,163,061 | 54,570 | 8.64% | 8.34% | 12 | +47,766 | 4.28% | Q3 2026 | Oct 08, 2026 |
| Bienville Capital Management, LLC | History | No change | 1,119,148 | 51,637 | 6.89% | 6.89% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 1,107,603 | 51,104 | 0.58% | 0.58% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Place Capital Corp | History | No change | 1,073,905 | 49,550 | 7.87% | 7.87% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clarus Group, Inc. | History | No change | 1,057,313 | 48,784 | 16.54% | 16.54% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diversified Enterprises, LLC | History | No change | 990,184 | 45,687 | 2.21% | 2.21% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Waterloo Capital, L.P. | History | No change | 742,913 | 34,278 | 1.93% | 1.93% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 677,328 | 31,251 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 6th Street Advisors, LLC | History | No change | 644,684 | 29,745 | 17.09% | 17.09% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compass Ion Advisors, LLC | History | No change | 618,393 | 28,532 | 2.46% | 2.46% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 465,715 | 21,488 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Purewater Capital LLC | History | No change | 428,145 | 19,754 | 14.26% | 14.26% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Advisory Team LLC | History | No change | 416,378 | 19,211 | 15.62% | 15.62% | 24 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| United Advisor Group, LLC | History | No change | 379,043 | 17,489 | 1.85% | 1.85% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GERBER, LLC | History | No change | 331,625 | 15,301 | 7.2% | 7.2% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cushing Capital Partners, LLC | History | No change | 313,908 | 14,483 | 9.97% | 9.97% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 306,808 | 14,156 | 0.86% | 0.86% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 295,182 | 13,619 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 277,875 | 13,037 | 7.33% | 8.04% | 30 | -12,690 | -4.37% | Q3 2026 | Oct 07, 2026 |
| MBE Wealth Management, LLC | History | No change | 280,648 | 12,949 | 4.55% | 4.55% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 280,213 | 12,929 | 2.63% | 2.63% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Guidance Group, Inc. | History | No change | 274,284 | 12,655 | 4.73% | 4.73% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lord & Richards Wealth Management, LLC | History | No change | 268,008 | 12,365 | 9.68% | 9.68% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 250,056 | 11,537 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EdgeRock Capital LLC | History | No change | 236,592 | 10,916 | 2.47% | 2.47% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 227,941 | 10,580 | 3.77% | 3.77% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 202,165 | 9,327 | 0.26% | 0.26% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tailwinds Wealth, LLC | History | No change | 202,141 | 9,326 | 5.51% | 5.51% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sunpointe, LLC | History | No change | 173,696 | 8,014 | 2.28% | 2.28% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreFirst Bank & Trust | History | No change | 164,239 | 7,577 | 3.77% | 3.77% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 156,720 | 7,231 | 0.45% | 0.45% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Renasant Bank | History | No change | 138,612 | 6,395 | 4.11% | 4.11% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 129,564 | 5,978 | 2.58% | 2.58% | 44 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 127,245 | 5,970 | 1.34% | 1.32% | 45 | +742 | 0.59% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | No change | 123,404 | 5,693 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 117,339 | 5,414 | 0.28% | 0.28% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 113,879 | 5,254 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Independent Advisor Alliance | History | No change | 95,165 | 4,390 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mendel Money Management | History | No change | 92,681 | 4,276 | 1.57% | 1.57% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meridian Wealth Management, LLC | History | No change | 92,509 | 4,268 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NCM Capital Management, LLC | History | No change | 92,058 | 4,247 | 1.31% | 1.31% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 83,861 | 3,869 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 82,921 | 3,825 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 82,333 | 3,798 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 81,672 | 3,768 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Second Half Financial Partners, LLC | History | No change | 79,291 | 3,658 | 1.5% | 1.5% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 64,444 | 2,973 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lansing Street Advisors | History | No change | 63,760 | 2,941 | 0.62% | 0.62% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,833 | 2,713 | 0.02% | 0.01% | 60 | +24,877 | 75.49% | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 57,236 | 2,640 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 56,821 | 2,621 | 1.1% | 1.1% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Delta Investment Management, LLC | History | No change | 53,592 | 2,472 | 0.41% | 0.41% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 51,570 | 2,379 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TFR Capital, LLC. | History | No change | 50,253 | 2,318 | 0.65% | 0.65% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 47,172 | 2,176 | 0.42% | 0.42% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Talon Private Wealth, LLC | History | No change | 46,274 | 2,135 | 0.25% | 0.25% | 67 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 46,076 | 2,125 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 44,602 | 2,058 | 0.26% | 0.26% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diversified Trust Co | History | No change | 41,408 | 1,910 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lunt Capital Management, Inc. | History | No change | 33,006 | 1,522 | 0.56% | 0.56% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CPR Investments Inc. | History | No change | 31,120 | 1,435 | 1.1% | 1.1% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 30,977 | 1,429 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | No change | 30,221 | 1,394 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | No change | 29,740 | 1,372 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Schorn Wealth LLC | History | No change | 28,565 | 1,317 | 0.34% | 0.34% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,342 | 1,169 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 21,564 | 994 | 0.65% | 0.65% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 20,621 | 951 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 20,441 | 943 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Trust | History | No change | 19,632 | 905 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 18,010 | 831 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 17,232 | 795 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Brookwood Investment Group LLC | History | No change | 16,465 | 759 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,142 | 744 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,998 | 738 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 15,671 | 723 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 15,588 | 719 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,817 | 591 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 12,540 | 578 | 0.36% | 0.36% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 11,345 | 532 | 0.01% | 0.01% | 91 | -48 | -0.42% | Q3 2026 | Oct 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 11,248 | 518 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,480 | 497 | 0.0% | 0.0% | 93 | +5,648 | 116.89% | Q3 2026 | Oct 13, 2026 |
| GTS SECURITIES LLC | History | No change | 9,202 | 424 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 8,994 | 414 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 8,974 | 414 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 8,663 | 399 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 8,294 | 382 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,610 | 351 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,490 | 345 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XY Planning Network, Inc. | History | No change | 7,425 | 342 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Thompson David Blair | History | No change | 7,170 | 330 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,294 | 290 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 6,131 | 282 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthShield Partners, LLC | History | No change | 5,648 | 260 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | Added to | 5,415 | 257 | 0.06% | 0.06% | 107 | +47 | 0.88% | Q3 2026 | Oct 13, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 5,580 | 257 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Peak Planning Group, LLC | History | No change | 5,540 | 255 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 5,378 | 248 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 5,362 | 247 | 0.08% | 0.08% | 110 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,321 | 245 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,252 | 242 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 5,203 | 240 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,146 | 236 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,006 | 230 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,776 | 220 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,692 | 216 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transcendent Capital Group LLC | History | No change | 4,700 | 216 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,631 | 214 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 4,621 | 213 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,573 | 211 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,539 | 209 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 4,120 | 190 | 0.43% | 0.43% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,878 | 178 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,827 | 176 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,413 | 111 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,601 | 73 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | No change | 1,443 | 67 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,330 | 61 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,087 | 50 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | No change | 898 | 41 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | No change | 783 | 36 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 497 | 22 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 308 | 14 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 225 | 10 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 166 | 7 | 0.0% | 0.0% | 137 | -77 | -31.69% | Q3 2026 | Oct 08, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 67 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 48 | 2 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |