Tidal Trust II - AIPO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bouchey Financial Group, Ltd. | History | No change | 1,241,131 | 41,466 | 2.68% | 2.68% | 1 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 650,256 | 21,725 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 509,007 | 17,005 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 470,229 | 15,710 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 450,563 | 15,053 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 375,407 | 12,542 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Performance Wealth Partners, LLC | History | No change | 352,481 | 11,776 | 0.29% | 0.29% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 254,906 | 8,516 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 292,912 | 8,260 | 2.35% | 2.33% | 9 | +36,901 | 14.41% | Q3 2026 | Oct 02, 2026 |
| Members Advisory Group LLC | History | No change | 234,902 | 7,848 | 2.19% | 2.19% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | No change | 176,607 | 5,900 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 171,823 | 5,740 | 1.83% | 1.83% | 12 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 167,891 | 5,609 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 164,759 | 5,503 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 151,910 | 5,075 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 149,528 | 4,995 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 147,388 | 4,924 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 117,261 | 3,917 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 113,961 | 3,807 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 87,064 | 2,908 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 86,239 | 2,881 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 68,497 | 2,288 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WNY Asset Management, LLC | History | No change | 67,501 | 2,255 | 0.2% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Perennial Advisors, LLC | History | No change | 56,114 | 1,874 | 0.29% | 0.29% | 24 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 55,448 | 1,852 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 54,182 | 1,810 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Summit Financial, LLC | History | No change | 50,375 | 1,683 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lionsbridge Wealth Management LLC | History | No change | 47,220 | 1,577 | 1.55% | 1.55% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 45,784 | 1,529 | 0.6% | 0.6% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 44,037 | 1,471 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 43,592 | 1,456 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 39,918 | 1,333 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 38,593 | 1,289 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 38,149 | 1,274 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 37,713 | 1,259 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 37,510 | 1,253 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | No change | 36,490 | 1,219 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Platform Technology Partners | History | No change | 34,366 | 1,148 | 0.19% | 0.19% | 38 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 33,767 | 1,128 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 33,669 | 1,125 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GTS SECURITIES LLC | History | No change | 33,478 | 1,118 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 31,695 | 1,059 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,846 | 997 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrowroot Family Office, LLC | History | No change | 28,916 | 966 | 0.28% | 0.28% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 28,612 | 955 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VVR Holdings LLC | History | No change | 27,973 | 934 | 0.4% | 0.4% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sunpointe, LLC | History | No change | 27,889 | 931 | 0.26% | 0.26% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essex Financial Services, Inc. | History | No change | 24,780 | 827 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 22,761 | 760 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curbstone Financial Management Corp | History | No change | 21,718 | 725 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Corient Private Wealth LP | History | No change | 21,045 | 703 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Diversify Advisory Services, LLC | History | No change | 24,106 | 699 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 24,106 | 699 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 20,037 | 669 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,000 | 668 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Family Manage LLC | History | No change | 19,296 | 644 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 19,304 | 644 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HRT FINANCIAL LP | History | No change | 19,005 | 634 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,112 | 538 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 16,112 | 538 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bauman Advisory Group, LLC | History | No change | 16,040 | 535 | 0.28% | 0.28% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vontobel Holding Ltd. | History | No change | 15,776 | 527 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 15,715 | 525 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 15,637 | 522 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,129 | 505 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concentrum Wealth Management | History | No change | 14,943 | 499 | 0.12% | 0.12% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 14,910 | 498 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,927 | 497 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 14,731 | 492 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 14,387 | 480 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 14,194 | 474 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elm3 Financial Group, LLC | History | No change | 13,876 | 463 | 0.32% | 0.32% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | No change | 13,860 | 463 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 13,370 | 446 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 12,681 | 423 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,711 | 391 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 11,347 | 379 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,724 | 358 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,555 | 352 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10,302 | 344 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 9,992 | 333 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 9,990 | 333 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 9,900 | 330 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,892 | 330 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everest Financial Group LLC | History | No change | 9,250 | 309 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 9,200 | 294 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,595 | 287 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,466 | 282 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belvedere Trading LLC | History | No change | 8,447 | 282 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Westwind Capital | History | No change | 76,718 | 256 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 7,600 | 253 | 0.14% | 0.14% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,400 | 247 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 7,231 | 241 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,864 | 237 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | No change | 6,600 | 220 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 6,405 | 213 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,300 | 210 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,876 | 196 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,246 | 138 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,730 | 91 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Markowski Investments | History | No change | 2,150 | 71 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,722 | 57 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,708 | 57 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,591 | 53 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,358 | 45 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EASTERN BANK | History | No change | 941 | 31 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| SIGNATUREFD, LLC | History | No change | 950 | 31 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | No change | 802 | 26 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arlington Trust Co LLC | History | No change | 800 | 26 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 766 | 25 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 696 | 23 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 669 | 22 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 658 | 21 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 537 | 17 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 490 | 16 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 500 | 15 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 370 | 12 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 370 | 12 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 330 | 11 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 243 | 8 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 195 | 6 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 158 | 5 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | No change | 170 | 5 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 168 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 99 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 80 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 53 | 1 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strive Financial Group ,LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,429 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Concord Wealth Partners | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gould Capital, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |