AEGON LTD. - AEG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | No change | 44,635,184 | 376,720 | 0.2% | 0.2% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 13,035,922 | 110,020 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 5,920,668 | 49,970 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,319,698 | 44,898 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 5,184,353 | 43,755 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 4,816,831 | 40,654 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,803,232 | 23,659 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,601,423 | 21,773 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 2,562,619 | 21,628 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,467,916 | 20,829 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,409,801 | 20,338 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,301,343 | 19,423 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | No change | 1,563,550 | 13,196 | 1.42% | 1.42% | 13 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,483,401 | 12,519 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,453,467 | 12,267 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,183,752 | 9,990 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 992,340 | 8,368 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 966,559 | 8,157 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRACE & WHITE INC /NY | History | No change | 964,276 | 8,138 | 1.29% | 1.29% | 19 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 900,000 | 7,596 | 0.73% | 0.73% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 853,589 | 7,204 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 815,153 | 6,879 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 760,916 | 6,422 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 685,666 | 5,787 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 605,608 | 5,111 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 597,288 | 5,041 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 481,842 | 4,066 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 455,527 | 3,844 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 438,010 | 3,696 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 407,100 | 3,435 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 392,369 | 3,311 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 389,897 | 3,290 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 367,806 | 3,104 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 341,835 | 2,885 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 338,445 | 2,856 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 320,315 | 2,703 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vident Advisory, LLC | History | No change | 276,535 | 2,333 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transmarket Holdings LP | History | No change | 269,933 | 2,278 | 1.67% | 1.67% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ethic Inc. | History | No change | 250,678 | 2,115 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 240,295 | 2,028 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 225,137 | 1,900 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 223,088 | 1,882 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mariner, LLC | History | No change | 209,646 | 1,769 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 209,487 | 1,768 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 204,277 | 1,724 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 203,013 | 1,713 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SEI INVESTMENTS CO | History | No change | 195,505 | 1,650 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 190,472 | 1,609 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 178,115 | 1,546 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 179,772 | 1,517 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 178,053 | 1,502 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bridgewater Associates, LP | History | No change | 176,399 | 1,488 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 171,813 | 1,450 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 168,564 | 1,422 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 166,132 | 1,402 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 165,108 | 1,393 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 163,405 | 1,379 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 159,920 | 1,349 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | No change | 152,857 | 1,290 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 141,781 | 1,196 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 137,411 | 1,159 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 133,541 | 1,126 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 127,979 | 1,080 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 120,148 | 1,014 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 119,306 | 1,006 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 116,651 | 992 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 113,593 | 959 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 99,494 | 839 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 93,647 | 790 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 93,003 | 784 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 87,920 | 742 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 85,249 | 740 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 86,070 | 726 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 82,600 | 697 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 81,496 | 688 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 80,289 | 679 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SYON CAPITAL LLC | History | No change | 80,157 | 676 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthstar Advisors, LLC | History | No change | 79,424 | 670 | 0.2% | 0.2% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caprock Group, LLC | History | No change | 75,890 | 658 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 77,188 | 651 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 76,140 | 642 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 75,257 | 635 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 72,711 | 613 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 71,016 | 600 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLIO Financial Planning | History | No change | 71,009 | 599 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 70,572 | 596 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 67,988 | 573 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 65,696 | 554 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 62,357 | 526 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Capital Ltd | History | No change | 59,500 | 502 | 0.48% | 0.48% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 59,398 | 501 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sivia Capital Partners, LLC | History | No change | 58,572 | 494 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 57,646 | 486 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Miller Investment Management, LP | History | No change | 57,015 | 481 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 55,224 | 476 | 0.04% | 0.04% | 95 | +603 | 1.1% | Q3 2026 | Oct 01, 2026 |
| Venturi Wealth Management, LLC | History | No change | 56,301 | 475 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 56,361 | 475 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 54,821 | 462 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 53,062 | 460 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 54,227 | 457 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ballentine Partners, LLC | History | No change | 54,067 | 456 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jain Global LLC | History | No change | 53,242 | 449 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 51,507 | 434 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 50,542 | 426 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 46,665 | 393 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 45,886 | 387 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 45,615 | 384 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 45,223 | 381 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 41,426 | 349 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 40,482 | 341 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisors Asset Management, Inc. | History | No change | 39,665 | 334 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 37,222 | 327 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 38,040 | 321 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 37,963 | 320 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRW Securities, LLC | History | No change | 37,709 | 318 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 37,784 | 318 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 36,691 | 310 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 35,764 | 301 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,100 | 296 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34,224 | 286 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellevest, Inc. | History | No change | 33,721 | 284 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 33,597 | 283 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 33,345 | 281 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 32,766 | 276 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 32,661 | 275 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 31,148 | 269 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 31,235 | 263 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 31,078 | 262 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 30,861 | 260 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 27,006 | 247 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 27,006 | 247 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 29,265 | 246 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 27,905 | 235 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 27,938 | 235 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 27,145 | 229 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 27,082 | 228 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 27,020 | 226 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 26,878 | 226 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 26,886 | 226 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 26,590 | 224 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, LLC | History | No change | 25,942 | 218 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 25,796 | 217 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 25,600 | 216 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 25,356 | 214 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 25,278 | 213 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PDS Planning, Inc | History | No change | 24,135 | 203 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 22,845 | 192 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 22,788 | 192 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baron Wealth Management LLC | History | No change | 22,678 | 191 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 21,727 | 183 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 21,313 | 179 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 55 North Private Wealth, LLC | History | No change | 20,980 | 177 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 20,944 | 176 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bayesian Capital Management, LP | History | No change | 20,800 | 175 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 20,797 | 175 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 20,524 | 173 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 20,284 | 171 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 19,677 | 170 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 19,437 | 164 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 18,997 | 160 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keebeck Wealth Management | History | No change | 17,553 | 152 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Calydon Capital | History | No change | 17,940 | 151 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| May Hill Capital, LLC | History | No change | 17,730 | 149 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 17,559 | 148 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | No change | 17,609 | 148 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 17,448 | 147 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kathmere Capital Management, LLC | History | No change | 17,332 | 146 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 16,902 | 142 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16,791 | 141 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 16,599 | 140 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 16,628 | 140 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 16,274 | 139 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Invesco Ltd. | History | No change | 16,211 | 136 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,777 | 133 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accel Wealth Management | History | No change | 15,684 | 132 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 15,748 | 132 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonebrook Private Inc. | History | No change | 15,587 | 131 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 14,771 | 124 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Boit C F David | History | No change | 14,695 | 124 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,709 | 124 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 14,551 | 122 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Henry James International Management Inc. | History | No change | 14,391 | 121 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 14,321 | 120 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 13,930 | 117 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 13,766 | 116 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE STREET CORP | History | No change | 13,085 | 113 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FourThought Financial Partners, LLC | History | No change | 13,458 | 113 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 13,105 | 110 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,849 | 108 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 12,812 | 108 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 12,271 | 105 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Sepio Capital, LP | History | No change | 12,416 | 104 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 12,436 | 104 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | No change | 12,029 | 101 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Vise Technologies, Inc. | History | No change | 12,048 | 101 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 11,910 | 100 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 11,100 | 95 | 0.01% | 0.01% | 197 | -5,500 | -33.13% | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11,181 | 94 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Canopy Partners, LLC | History | No change | 10,924 | 92 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 10,829 | 91 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 10,826 | 91 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 10,572 | 89 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 10,571 | 89 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 10,048 | 87 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 10,260 | 86 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 10,179 | 85 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 10,000 | 84 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 10,000 | 84 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cromwell Holdings LLC | History | No change | 9,692 | 84 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,310 | 78 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,904 | 66 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EASTERN BANK | History | No change | 6,517 | 56 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,874 | 49 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,776 | 48 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independence Bank of Kentucky | History | No change | 5,400 | 45 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BESSEMER GROUP INC | History | No change | 5,210 | 44 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,000 | 43 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 4,233 | 35 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,875 | 32 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,625 | 30 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 3,269 | 27 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,191 | 26 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,990 | 25 | 0.0% | 0.0% | 223 | -353 | -10.56% | Q3 2026 | Oct 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 3,027 | 25 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 3,032 | 25 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| True Wealth Design, LLC | History | No change | 2,756 | 23 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 2,656 | 22 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allied Private Wealth LLC | History | No change | 2,532 | 22 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 2,094 | 17 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,958 | 16 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,739 | 15 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 1,799 | 15 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,675 | 14 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Triumph Capital Management | History | No change | 1,750 | 14 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,610 | 13 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Copia Wealth Management | History | No change | 1,575 | 13 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,471 | 12 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 1,354 | 11 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,249 | 10 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Manchester Capital Management LLC | History | No change | 1,204 | 10 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clean Yield Group | History | No change | 1,259 | 10 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,140 | 9 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WealthCollab, LLC | History | No change | 1,103 | 9 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,020 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UMB Bank, n.a. | History | No change | 1,002 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 995 | 8 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gleason Group, Inc. | History | No change | 994 | 8 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,042 | 8 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,025 | 8 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 870 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 900 | 7 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 930 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 883 | 7 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 752 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | No change | 662 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 714 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 550 | 5 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 479 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 559 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MTM Investment Management, LLC | History | No change | 501 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 476 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Crews Bank & Trust | History | No change | 558 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Financial Management LLC | History | No change | 563 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 319 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 446 | 3 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 411 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 333 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arlington Trust Co LLC | History | No change | 398 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Caldwell Trust Co | History | No change | 469 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 261 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 334 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 332 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 349 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 354 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | No change | 276 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 259 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 200 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 184 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 173 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 152 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPL Wealth Management, LLC | History | No change | 151 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Planning,Inc | History | No change | 218 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 202 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 188 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 122 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | New | 94 | 0 | — | — | — | +94 | New | Q3 2026 | Oct 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 106 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 82 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stone House Investment Management, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pacific Center for Financial Services | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |