Global X Funds - AIQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 17,795,535 | 1,167,565 | 0.58% | 0.73% | 1 | -9,372,741 | -34.5% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,110,421 | 597,734 | 0.04% | 0.03% | 2 | +309,461 | 3.52% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 5,314,556 | 348,688 | 0.02% | 0.01% | 3 | +387,482 | 7.86% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 5,203,595 | 341,407 | 0.08% | 0.06% | 4 | +236,031 | 4.75% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 4,444,054 | 291,574 | 0.04% | 0.03% | 5 | +441,408 | 11.03% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,764,480 | 115,767 | 0.02% | 0.01% | 6 | +252,097 | 16.67% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,702,005 | 111,668 | 0.06% | 0.05% | 7 | -21,730 | -1.26% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,664,465 | 109,205 | 0.1% | 0.08% | 8 | +100,102 | 6.4% | Q2 2026 | Aug 12, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,494,534 | 98,056 | 1.72% | 2.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,520,029 | 97,616 | 0.01% | 0.0% | 10 | +12,218 | 0.81% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,429,186 | 93,767 | 0.01% | 0.01% | 11 | +20,782 | 1.48% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | New | 1,425,655 | 93,537 | 0.06% | — | 12 | +1,425,655 | New | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,332,917 | 87,452 | 0.02% | 0.02% | 13 | +132,503 | 11.04% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 701,337 | 46,014 | 0.06% | 0.05% | 14 | -19,232 | -2.67% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 664,484 | 43,596 | 0.01% | 0.01% | 15 | +113,754 | 20.66% | Q2 2026 | Aug 03, 2026 |
| FIL Ltd | History | Reduced | 661,709 | 43,414 | 0.03% | 0.03% | 16 | -164,702 | -19.93% | Q2 2026 | Aug 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 618,352 | 40,570 | 2.34% | 2.25% | 17 | -130,559 | -17.43% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 596,671 | 39,149 | 0.05% | 0.04% | 18 | +80,421 | 15.58% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 566,694 | 37,180 | 0.06% | 0.05% | 19 | +37,804 | 7.15% | Q2 2026 | Jul 30, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 557,077 | 36,549 | 0.58% | — | 20 | +557,077 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 518,596 | 34,025 | 0.11% | 0.1% | 21 | -69,172 | -11.77% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 496,100 | 32,549 | 0.05% | 0.04% | 22 | +54,865 | 12.43% | Q2 2026 | Aug 13, 2026 |
| AYAL Capital Advisors Ltd | History | New | 494,500 | 32,444 | 8.78% | — | 23 | +494,500 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 459,796 | 30,167 | 0.04% | 0.02% | 24 | +173,155 | 60.41% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 446,630 | 29,303 | 0.06% | 0.05% | 25 | +94,558 | 26.86% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 432,450 | 27,434 | 0.05% | 0.04% | 26 | +22,752 | 5.55% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 427,462 | 26,994 | 0.01% | 0.01% | 27 | +67,077 | 18.61% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | No change | 383,079 | 25,133 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Proficio Capital Partners LLC | History | Added to | 379,934 | 24,927 | 0.89% | 0.76% | 29 | +77,061 | 25.44% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 358,881 | 23,546 | 0.0% | 0.0% | 30 | +98,253 | 37.7% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | Added to | 345,788 | 22,687 | 1.88% | 1.55% | 31 | +17,439 | 5.31% | Q2 2026 | Jul 08, 2026 |
| Madrona Financial Services, LLC | History | Added to | 332,747 | 21,831 | 4.02% | 3.31% | 32 | +8,658 | 2.67% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 316,751 | 20,782 | 0.02% | 0.01% | 33 | -6,211 | -1.92% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 306,890 | 20,135 | 0.06% | 0.08% | 34 | -155,201 | -33.59% | Q2 2026 | Aug 12, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 280,523 | 18,405 | 0.68% | 0.47% | 35 | +83,741 | 42.56% | Q2 2026 | Jul 14, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 280,091 | 18,376 | 3.6% | 2.79% | 36 | +3,083 | 1.11% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 254,238 | 16,681 | 0.04% | 0.03% | 37 | +26,266 | 11.52% | Q2 2026 | Jul 27, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 246,460 | 16,170 | 3.13% | 2.39% | 38 | +10,965 | 4.66% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 229,728 | 15,072 | 0.01% | 0.01% | 39 | -24,912 | -9.78% | Q2 2026 | Aug 05, 2026 |
| Steele Capital Management, Inc. | History | Added to | 227,715 | 14,940 | 0.55% | 0.41% | 40 | +13,615 | 6.36% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 217,818 | 14,291 | 0.0% | 0.0% | 41 | +25,586 | 13.31% | Q2 2026 | Sep 02, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 213,783 | 14,026 | 4.59% | 3.63% | 42 | -936 | -0.44% | Q2 2026 | Aug 12, 2026 |
| Taylor Securities Services, Inc. | History | Added to | 211,738 | 13,892 | 5.65% | 4.08% | 43 | +24,273 | 12.95% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 211,669 | 13,887 | 0.04% | 0.05% | 44 | -171,793 | -44.8% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | New | 198,375 | 13,015 | 0.01% | — | 45 | +198,375 | New | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 196,348 | 12,882 | 0.0% | 0.0% | 46 | +7,869 | 4.18% | Q2 2026 | Aug 03, 2026 |
| Arch Global Advisors, LLC | History | Reduced | 183,731 | 12,054 | 5.33% | 4.48% | 47 | -381 | -0.21% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 179,415 | 11,771 | 0.14% | 0.12% | 48 | +667 | 0.37% | Q2 2026 | Aug 04, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 175,793 | 11,533 | 1.12% | 1.02% | 49 | -17,228 | -8.93% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 174,713 | 11,462 | 0.08% | 0.06% | 50 | -2,644 | -1.49% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 241,279 | 11,260 | 0.0% | 0.0% | 51 | +63,175 | 35.47% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 156,267 | 10,252 | 0.05% | 0.05% | 52 | -68,572 | -30.5% | Q2 2026 | Jul 27, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 150,483 | 9,873 | 1.6% | 1.27% | 53 | -5,944 | -3.8% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 150,143 | 9,850 | 0.12% | 0.11% | 54 | +15,413 | 11.44% | Q2 2026 | Aug 13, 2026 |
| Black Swift Group, LLC | History | Reduced | 148,960 | 9,773 | 1.41% | 1.24% | 55 | -2,400 | -1.59% | Q2 2026 | Aug 13, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 142,798 | 9,368 | 1.82% | 1.44% | 56 | -83 | -0.06% | Q2 2026 | Jul 29, 2026 |
| VISTA FINANCE, LLC | History | New | 142,330 | 9,338 | 5.22% | — | 57 | +142,330 | New | Q2 2026 | Jul 16, 2026 |
| Decker Wealth Management LLC | History | Reduced | 140,915 | 9,245 | 1.96% | 1.72% | 58 | -21,243 | -13.1% | Q2 2026 | Jul 30, 2026 |
| Hobart Private Capital, LLC | History | Added to | 138,982 | 9,118 | 1.56% | 1.26% | 59 | +1,762 | 1.28% | Q2 2026 | Jul 06, 2026 |
| Pillsbury Lake Capital LLC | History | New | 129,259 | 8,812 | 2.41% | — | 60 | +129,259 | New | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 133,195 | 8,738 | 0.07% | — | 61 | +133,195 | New | Q2 2026 | Aug 06, 2026 |
| Clarus Group, Inc. | History | Reduced | 128,899 | 8,457 | 2.87% | 2.2% | 62 | -2,828 | -2.15% | Q2 2026 | Jul 24, 2026 |
| GTS SECURITIES LLC | History | Reduced | 128,430 | 8,426 | 0.18% | 0.28% | 63 | -40,780 | -24.1% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 127,392 | 8,358 | 0.43% | 0.34% | 64 | +345 | 0.27% | Q2 2026 | Jul 28, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 125,153 | 8,211 | 0.1% | 0.1% | 65 | -10,579 | -7.79% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 122,445 | 8,033 | 0.04% | 0.03% | 66 | +901 | 0.74% | Q2 2026 | Jul 24, 2026 |
| Brookstone Capital Management | History | Reduced | 120,663 | 7,916 | 0.08% | 0.07% | 67 | -5,885 | -4.65% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 119,658 | 7,851 | 0.01% | 0.01% | 68 | -6,109 | -4.86% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 117,300 | 7,696 | 0.01% | 0.02% | 69 | -14,000 | -10.66% | Q2 2026 | Jul 22, 2026 |
| NovaPoint Capital, LLC | History | Added to | 112,860 | 7,404 | 1.54% | 0.43% | 70 | +75,827 | 204.76% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 112,371 | 7,372 | 0.0% | 0.0% | 71 | +9,654 | 9.4% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 114,299 | 7,270 | 0.02% | 0.01% | 72 | +14,477 | 14.5% | Q2 2026 | Jul 27, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 104,392 | 6,849 | 1.82% | 1.73% | 73 | -15,351 | -12.82% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 102,200 | 6,705 | 0.0% | 0.0% | 74 | +62,000 | 154.23% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 101,998 | 6,692 | 0.05% | 0.05% | 75 | +1,014 | 1.0% | Q2 2026 | Jul 17, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 99,538 | 6,530 | 1.56% | 1.39% | 76 | -33,011 | -24.9% | Q2 2026 | Jul 09, 2026 |
| National Philanthropic Trust | History | Reduced | 99,175 | 6,506 | 0.09% | 0.06% | 77 | -26,171 | -20.88% | Q2 2026 | Aug 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 99,007 | 6,495 | 1.45% | 0.82% | 78 | +30,464 | 44.45% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 98,524 | 6,464 | 0.01% | 0.01% | 79 | +2,107 | 2.19% | Q2 2026 | Aug 05, 2026 |
| Bienville Capital Management, LLC | History | Added to | 98,021 | 6,431 | 0.86% | 0.56% | 80 | +31,904 | 48.25% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 96,918 | 6,359 | 0.42% | 0.37% | 81 | -1,246 | -1.27% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 107,251 | 6,342 | 0.72% | 0.54% | 82 | +38,559 | 56.13% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 96,564 | 6,335 | 0.01% | 0.01% | 83 | +3,590 | 3.86% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 93,928 | 6,162 | 0.08% | — | 84 | +93,928 | New | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 91,961 | 6,033 | 0.06% | 0.05% | 85 | +2,497 | 2.79% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 89,628 | 5,880 | 0.03% | 0.01% | 86 | +30,798 | 52.35% | Q2 2026 | Aug 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 89,165 | 5,850 | 0.71% | 0.65% | 87 | -13,224 | -12.92% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 89,132 | 5,847 | 0.03% | 0.03% | 88 | +3,955 | 4.64% | Q2 2026 | Aug 17, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 87,665 | 5,751 | 1.03% | 0.76% | 89 | +8,649 | 10.95% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 87,472 | 5,739 | 0.1% | 0.12% | 90 | +8,259 | 10.43% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | Added to | 87,326 | 5,729 | 0.01% | 0.01% | 91 | +745 | 0.86% | Q2 2026 | Aug 14, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 86,137 | 5,651 | 0.56% | 0.5% | 92 | -4,472 | -4.94% | Q2 2026 | Jul 22, 2026 |
| NOVEM GROUP | History | Added to | 85,194 | 5,589 | 0.57% | 0.44% | 93 | +3,263 | 3.98% | Q2 2026 | Jul 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 82,640 | 5,422 | 0.14% | 0.12% | 94 | -212 | -0.26% | Q2 2026 | Aug 07, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 82,563 | 5,416 | 1.49% | 1.34% | 95 | -493 | -0.59% | Q2 2026 | Jul 21, 2026 |
| WT Wealth Management | History | Added to | 80,532 | 5,283 | 1.46% | 0.17% | 96 | +67,936 | 539.35% | Q2 2026 | Jul 22, 2026 |
| IAM Advisory, LLC | History | Added to | 80,034 | 5,251 | 1.02% | 0.81% | 97 | +2,868 | 3.72% | Q2 2026 | Jul 14, 2026 |
| 5T Wealth, LLC | History | Reduced | 78,048 | 5,120 | 1.91% | 1.55% | 98 | -5,989 | -7.13% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 77,815 | 4,951 | 0.3% | 0.25% | 99 | +936 | 1.22% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 75,331 | 4,942 | 0.02% | 0.01% | 100 | +35,606 | 89.63% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 74,070 | 4,859 | 0.95% | 0.63% | 101 | +14,403 | 24.14% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 73,881 | 4,847 | 0.1% | 0.1% | 102 | +21,198 | 40.24% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 73,497 | 4,822 | 0.05% | 0.29% | 103 | -407,598 | -84.72% | Q2 2026 | Aug 12, 2026 |
| WJ Wealth Management, LLC | History | New | 72,759 | 4,773 | 1.88% | — | 104 | +72,759 | New | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 72,615 | 4,764 | 0.0% | 0.01% | 105 | -72,622 | -50.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 71,818 | 4,711 | 0.08% | 0.07% | 106 | -2,923 | -3.91% | Q2 2026 | Jul 31, 2026 |
| Green Ridge Wealth Planning LLC | History | Reduced | 70,113 | 4,600 | 1.93% | 1.84% | 107 | -4,836 | -6.45% | Q2 2026 | Jul 08, 2026 |
| Blue Trust, Inc. | History | Added to | 69,134 | 4,535 | 0.05% | 0.04% | 108 | +3,334 | 5.07% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 69,116 | 4,534 | 0.05% | 0.06% | 109 | -28,818 | -29.43% | Q2 2026 | Jul 28, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 67,921 | 4,456 | 1.74% | 1.52% | 110 | -288 | -0.42% | Q2 2026 | Jul 30, 2026 |
| Estate Planners Group, LLC | History | Reduced | 66,589 | 4,368 | 1.98% | 1.77% | 111 | -12,369 | -15.67% | Q2 2026 | Aug 13, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 64,832 | 4,253 | 1.16% | 0.89% | 112 | +302 | 0.47% | Q2 2026 | Jul 02, 2026 |
| Waverly Advisors, LLC | History | Reduced | 64,451 | 4,228 | 0.02% | 0.02% | 113 | -323 | -0.5% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 63,073 | 4,138 | 0.08% | 0.05% | 114 | +17,983 | 39.88% | Q2 2026 | Jul 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 62,940 | 4,129 | 0.27% | 0.21% | 115 | +1,796 | 2.94% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 60,651 | 3,979 | 0.06% | 0.05% | 116 | +2,875 | 4.98% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 59,745 | 3,919 | 0.04% | 0.03% | 117 | -695 | -1.15% | Q2 2026 | Aug 03, 2026 |
| Transcendent Capital Group LLC | History | New | 59,204 | 3,884 | 1.51% | — | 118 | +59,204 | New | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 58,922 | 3,865 | 1.23% | 1.01% | 119 | +147 | 0.25% | Q2 2026 | Jul 31, 2026 |
| Security Financial Services, INC. | History | Added to | 58,789 | 3,857 | 0.54% | 0.21% | 120 | +29,998 | 104.19% | Q2 2026 | Jul 15, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 58,370 | 3,829 | 1.85% | 1.37% | 121 | +3,507 | 6.39% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Added to | 56,595 | 3,713 | 0.02% | 0.01% | 122 | +18,168 | 47.28% | Q2 2026 | Aug 03, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 56,196 | 3,687 | 0.25% | 0.22% | 123 | -12,813 | -18.57% | Q2 2026 | Jul 20, 2026 |
| Eagle Strategies LLC | History | Reduced | 55,119 | 3,616 | 0.36% | 0.33% | 124 | -3,278 | -5.61% | Q2 2026 | Jul 21, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 54,861 | 3,599 | 0.22% | 0.17% | 125 | +4,141 | 8.16% | Q2 2026 | Aug 11, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 53,521 | 3,511 | 1.31% | 0.97% | 126 | +1,600 | 3.08% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 52,978 | 3,475 | 0.11% | 0.07% | 127 | +9,845 | 22.82% | Q2 2026 | Jul 31, 2026 |
| Concentrum Wealth Management | History | Added to | 51,810 | 3,399 | 0.81% | 0.69% | 128 | +1,700 | 3.39% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 51,381 | 3,371 | 0.34% | 0.24% | 129 | +6,433 | 14.31% | Q2 2026 | Jul 16, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 71,354 | 3,330 | 0.55% | 0.55% | 130 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Thompson David Blair | History | New | 50,626 | 3,321 | 1.66% | — | 131 | +50,626 | New | Q2 2026 | Aug 14, 2026 |
| Bravera Wealth | History | Added to | 49,843 | 3,270 | 1.25% | 0.93% | 132 | +5,600 | 12.66% | Q2 2026 | Jul 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 48,655 | 3,192 | 0.21% | 0.19% | 133 | -3,602 | -6.89% | Q2 2026 | Jul 27, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 48,494 | 3,181 | 4.11% | 3.42% | 134 | -239 | -0.49% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 48,448 | 3,178 | 0.02% | 0.02% | 135 | +5,592 | 13.05% | Q2 2026 | Sep 08, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 47,004 | 3,083 | 0.08% | 0.07% | 136 | -337 | -0.71% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 46,661 | 3,061 | 0.01% | 0.01% | 137 | -349 | -0.74% | Q2 2026 | Aug 18, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | New | 46,475 | 3,049 | 1.71% | — | 138 | +46,475 | New | Q2 2026 | Aug 07, 2026 |
| Great Diamond Partners, LLC | History | New | 46,389 | 3,043 | 0.52% | — | 139 | +46,389 | New | Q2 2026 | Jul 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 45,656 | 2,995 | 0.0% | 0.0% | 140 | +2,956 | 6.92% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,694 | 2,932 | 0.08% | 0.06% | 141 | +2,895 | 6.93% | Q2 2026 | Jul 07, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 44,533 | 2,921 | 0.35% | 0.42% | 142 | -17,455 | -28.16% | Q2 2026 | Jul 07, 2026 |
| ArborFi Advisors, LLC | History | Added to | 43,248 | 2,837 | 2.06% | 1.52% | 143 | +3,309 | 8.29% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 43,192 | 2,833 | 0.02% | 0.0% | 144 | +31,896 | 282.37% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 42,783 | 2,807 | 0.02% | 0.01% | 145 | +986 | 2.36% | Q2 2026 | Jul 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 42,095 | 2,761 | 0.17% | 0.14% | 146 | -1,260 | -2.91% | Q2 2026 | Jul 13, 2026 |
| Fosun International Ltd | History | No change | 41,689 | 2,735 | 0.61% | 0.49% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 40,883 | 2,682 | 0.03% | 0.02% | 148 | +1,450 | 3.68% | Q2 2026 | Jul 29, 2026 |
| RFG Advisory, LLC | History | Added to | 40,717 | 2,671 | 0.04% | 0.03% | 149 | +8,724 | 27.27% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | Added to | 40,611 | 2,664 | 0.0% | 0.0% | 150 | +3,519 | 9.49% | Q2 2026 | Aug 13, 2026 |
| Perissos Private Wealth Management, LLC | History | New | 39,959 | 2,621 | 1.77% | — | 151 | +39,959 | New | Q2 2026 | Aug 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 39,105 | 2,565 | 0.26% | 0.21% | 152 | -110 | -0.28% | Q2 2026 | Jul 17, 2026 |
| PFG Investments, LLC | History | Reduced | 38,991 | 2,558 | 0.1% | 0.08% | 153 | -21 | -0.05% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,885 | 2,551 | 0.03% | 0.02% | 154 | +5,792 | 17.5% | Q2 2026 | Aug 12, 2026 |
| Grange Capital, LLC | History | Added to | 37,426 | 2,455 | 2.26% | 1.57% | 155 | +3,557 | 10.5% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 37,374 | 2,452 | 0.01% | 0.01% | 156 | -925 | -2.42% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 37,334 | 2,449 | 0.0% | — | 158 | +37,334 | New | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | Added to | 37,339 | 2,449 | 0.1% | 0.08% | 157 | +89 | 0.24% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 37,252 | 2,444 | 0.04% | 0.03% | 159 | -1,642 | -4.22% | Q2 2026 | Aug 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 37,153 | 2,437 | 0.09% | 0.11% | 160 | +3,409 | 10.1% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 36,916 | 2,422 | 0.0% | 0.0% | 161 | +34,880 | 1713.16% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 36,923 | 2,422 | 0.0% | 0.0% | 162 | -12,390 | -25.13% | Q2 2026 | Aug 13, 2026 |
| HMS Capital Management, LLC | History | Reduced | 36,678 | 2,406 | 0.9% | 0.68% | 163 | -1,150 | -3.04% | Q2 2026 | Jul 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 36,653 | 2,404 | 0.03% | 0.03% | 164 | +1,381 | 3.92% | Q2 2026 | Jul 15, 2026 |
| L & S Advisors Inc | History | Reduced | 35,520 | 2,330 | 0.24% | 0.21% | 165 | -206 | -0.58% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 35,055 | 2,299 | 0.02% | 0.03% | 166 | +12,902 | 58.24% | Q2 2026 | Aug 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 34,978 | 2,294 | 0.03% | — | 167 | +34,978 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 34,870 | 2,287 | 0.29% | 0.23% | 168 | +300 | 0.87% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | Added to | 34,806 | 2,283 | 0.01% | 0.0% | 169 | +20,654 | 145.94% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 34,203 | 2,244 | 0.01% | 0.01% | 170 | -2,972 | -7.99% | Q2 2026 | Jul 13, 2026 |
| M Holdings Securities, Inc. | History | Added to | 34,944 | 2,241 | 0.31% | 0.13% | 171 | +1,013 | 2.99% | Q2 2026 | Aug 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 33,549 | 2,201 | 0.23% | 0.17% | 172 | +4,304 | 14.72% | Q2 2026 | Jul 28, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 33,039 | 2,167 | 0.2% | 0.18% | 173 | -2,064 | -5.88% | Q2 2026 | Jul 29, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 32,404 | 2,126 | 1.46% | 1.14% | 174 | -3,069 | -8.65% | Q2 2026 | Jul 14, 2026 |
| Systelligence, LLC | History | Reduced | 32,380 | 2,124 | 0.35% | 0.33% | 175 | -4,479 | -12.15% | Q2 2026 | Jul 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 31,862 | 2,090 | 0.15% | — | 176 | +31,862 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 31,837 | 2,088 | 0.0% | 0.0% | 177 | -29,836 | -48.38% | Q2 2026 | Jul 28, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 31,777 | 2,084 | 0.51% | 0.25% | 178 | +13,125 | 70.37% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 31,686 | 2,078 | 0.02% | 0.01% | 179 | +4,031 | 14.58% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 31,642 | 2,073 | 0.01% | 0.01% | 180 | +1,986 | 6.7% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 31,042 | 2,036 | 1.18% | 0.91% | 181 | +793 | 2.62% | Q2 2026 | Jul 21, 2026 |
| Sigma Planning Corp | History | Added to | 30,982 | 2,032 | 0.05% | 0.03% | 182 | +4,341 | 16.29% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 30,344 | 1,990 | 0.03% | 0.05% | 183 | +222 | 0.74% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 30,213 | 1,982 | 0.04% | 0.03% | 184 | +2,853 | 10.43% | Q2 2026 | Aug 06, 2026 |
| Curran Financial Partners, LLC | History | Added to | 29,849 | 1,958 | 0.29% | 0.2% | 185 | +5,502 | 22.6% | Q2 2026 | Aug 12, 2026 |
| Essex LLC | History | Reduced | 29,568 | 1,939 | 0.29% | 0.27% | 186 | -2,660 | -8.25% | Q2 2026 | Jul 24, 2026 |
| James Reed Financial Services, Inc. | History | Reduced | 29,483 | 1,934 | 1.48% | 1.23% | 187 | -930 | -3.06% | Q2 2026 | Jul 16, 2026 |
| HSBC HOLDINGS PLC | History | No change | 28,800 | 1,889 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 28,419 | 1,864 | 0.2% | 0.13% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Reduced | 28,277 | 1,855 | 0.0% | 0.0% | 190 | -727 | -2.51% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 28,042 | 1,839 | 0.17% | 0.09% | 191 | +9,733 | 53.16% | Q2 2026 | Jul 22, 2026 |
| COFG Advisors, LLC | History | Added to | 28,020 | 1,838 | 0.32% | 0.29% | 192 | +2,687 | 10.61% | Q2 2026 | Aug 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 27,865 | 1,828 | 0.19% | 0.15% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Benson Wealth Management INC | History | Reduced | 27,752 | 1,820 | 1.83% | 1.81% | 194 | -663 | -2.33% | Q2 2026 | Aug 10, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 27,676 | 1,815 | 0.07% | 0.05% | 195 | +2,516 | 10.0% | Q2 2026 | Jul 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,047 | 1,769 | 0.0% | 0.0% | 197 | +17,830 | 1465.08% | Q2 2026 | Aug 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 26,963 | 1,769 | 0.15% | 0.12% | 196 | +50 | 0.19% | Q2 2026 | Aug 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 26,275 | 1,724 | 0.07% | 0.06% | 198 | +460 | 1.78% | Q2 2026 | Aug 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 26,204 | 1,719 | 0.01% | — | 199 | +26,204 | New | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 26,030 | 1,707 | 0.08% | 0.05% | 200 | +4,956 | 23.52% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 25,983 | 1,704 | 0.12% | 0.09% | 201 | -366 | -1.39% | Q2 2026 | Jul 21, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 25,855 | 1,696 | 0.01% | 0.01% | 202 | +3,131 | 13.78% | Q2 2026 | Aug 11, 2026 |
| CERTUITY, LLC | History | No change | 25,320 | 1,661 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 35,446 | 1,654 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 25,976 | 1,647 | 0.16% | 0.12% | 205 | +5,635 | 27.7% | Q2 2026 | Jul 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 24,740 | 1,623 | 0.01% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plan Group Financial, LLC | History | New | 24,614 | 1,614 | 0.33% | — | 208 | +24,614 | New | Q2 2026 | Aug 03, 2026 |
| James J. Burns & Company, LLC | History | Added to | 24,611 | 1,614 | 0.17% | 0.15% | 207 | +1,354 | 5.82% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 24,476 | 1,605 | 0.03% | 0.02% | 209 | +4,017 | 19.63% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 24,368 | 1,598 | 0.14% | 0.12% | 210 | -610 | -2.44% | Q2 2026 | Jul 16, 2026 |
| Granite Group Advisors, LLC | History | No change | 24,200 | 1,587 | 0.94% | 0.7% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 23,759 | 1,558 | 0.02% | 0.02% | 212 | -1,233 | -4.93% | Q2 2026 | Aug 18, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 23,265 | 1,526 | 0.18% | 0.12% | 214 | +4,173 | 21.86% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 23,270 | 1,526 | 0.02% | 0.02% | 213 | +2,707 | 13.16% | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 23,018 | 1,510 | 0.09% | 0.08% | 215 | -321 | -1.38% | Q2 2026 | Aug 07, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 22,980 | 1,507 | 0.13% | 0.11% | 216 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 22,944 | 1,505 | 0.22% | 0.14% | 217 | +4,608 | 25.13% | Q2 2026 | Jul 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 22,984 | 1,501 | 0.07% | 0.01% | 218 | +18,092 | 369.83% | Q2 2026 | Jul 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,827 | 1,497 | 0.03% | 0.02% | 219 | +859 | 3.91% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 22,759 | 1,493 | 0.01% | 0.01% | 220 | +793 | 3.61% | Q2 2026 | Aug 10, 2026 |
| SteelPeak Wealth, LLC | History | New | 22,660 | 1,486 | 0.04% | — | 221 | +22,660 | New | Q2 2026 | Jul 13, 2026 |
| Calydon Capital | History | No change | 22,150 | 1,453 | 0.21% | 0.17% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 21,742 | 1,426 | 0.15% | 0.11% | 223 | -21,356 | -49.55% | Q2 2026 | Jul 16, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 21,239 | 1,393 | 0.59% | 0.53% | 224 | -701 | -3.2% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,202 | 1,391 | 0.05% | 0.04% | 225 | +10 | 0.05% | Q2 2026 | Aug 14, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 21,156 | 1,388 | 1.03% | 1.01% | 226 | -3,004 | -12.43% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 21,088 | 1,383 | 0.0% | 0.0% | 227 | -5,136 | -19.59% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,993 | 1,377 | 0.02% | 0.02% | 228 | -3,267 | -13.47% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 20,586 | 1,350 | 0.06% | 0.05% | 229 | -77 | -0.37% | Q2 2026 | Jul 23, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 20,540 | 1,347 | 0.52% | 0.4% | 230 | +1,068 | 5.48% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 20,457 | 1,342 | 0.01% | 0.01% | 231 | +2,284 | 12.57% | Q2 2026 | Aug 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 20,393 | 1,337 | 0.04% | 0.04% | 232 | -1,199 | -5.55% | Q2 2026 | Jul 27, 2026 |
| Texas Yale Capital Corp. | History | Added to | 20,200 | 1,325 | 0.03% | 0.03% | 233 | +900 | 4.66% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,112 | 1,319 | 0.03% | 0.02% | 234 | +1,760 | 9.59% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 19,639 | 1,288 | 0.1% | 0.08% | 235 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 19,423 | 1,274 | 0.97% | 0.36% | 236 | +10,917 | 128.34% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 19,306 | 1,266 | 0.02% | 0.02% | 237 | +2,197 | 12.84% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 27,019 | 1,260 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 19,083 | 1,252 | 0.0% | 0.0% | 239 | +5,548 | 40.99% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Added to | 19,054 | 1,250 | 0.0% | 0.0% | 240 | +3,613 | 23.4% | Q2 2026 | Aug 14, 2026 |
| APS Management Group, Inc. | History | Added to | 18,964 | 1,244 | 0.96% | 0.7% | 241 | +1,482 | 8.48% | Q2 2026 | Jul 10, 2026 |
| Corient Private Wealth LP | History | Added to | 18,765 | 1,231 | 0.0% | 0.0% | 242 | +9,352 | 99.35% | Q2 2026 | Aug 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 18,734 | 1,229 | 0.01% | 0.0% | 243 | +5,089 | 37.3% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Added to | 18,674 | 1,225 | 0.06% | 0.03% | 244 | +4,649 | 33.15% | Q2 2026 | Jul 16, 2026 |
| Krilogy Financial LLC | History | Reduced | 18,355 | 1,204 | 0.04% | 0.04% | 245 | -6,014 | -24.68% | Q2 2026 | Jul 27, 2026 |
| Maridea Wealth Management LLC | History | New | 18,290 | 1,200 | 0.13% | — | 247 | +18,290 | New | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 18,305 | 1,200 | 0.03% | 0.01% | 246 | +8,647 | 89.53% | Q2 2026 | Jul 22, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 18,270 | 1,198 | 0.0% | 0.0% | 248 | -788 | -4.13% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 18,188 | 1,193 | 0.07% | 0.05% | 249 | +2,180 | 13.62% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 18,111 | 1,188 | 0.0% | 0.0% | 250 | +349 | 1.96% | Q2 2026 | Aug 05, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 18,022 | 1,182 | 0.28% | 0.27% | 251 | -3,675 | -16.94% | Q2 2026 | Jul 15, 2026 |
| Elyxium Wealth, LLC | History | No change | 17,973 | 1,179 | 0.12% | 0.27% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BlackRock, Inc. | History | Added to | 17,936 | 1,176 | 0.0% | 0.0% | 253 | +17,520 | 4211.54% | Q2 2026 | Aug 07, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 19,377 | 1,165 | 0.14% | 0.18% | 254 | -1,676 | -7.96% | Q2 2026 | Jul 24, 2026 |
| Keel Point, LLC | History | Reduced | 17,560 | 1,152 | 0.07% | 0.05% | 255 | -7 | -0.04% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 17,484 | 1,147 | 0.0% | 0.0% | 256 | +2,968 | 20.45% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 17,478 | 1,146 | 0.08% | 0.06% | 257 | +1,528 | 9.58% | Q2 2026 | Jul 09, 2026 |
| David J Yvars Group | History | Reduced | 17,455 | 1,145 | 0.54% | 0.49% | 258 | -1,325 | -7.06% | Q2 2026 | Jul 07, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 17,214 | 1,129 | 0.06% | 0.03% | 259 | +7,905 | 84.92% | Q2 2026 | Jul 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 17,203 | 1,128 | 0.02% | — | 260 | +17,203 | New | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 17,116 | 1,122 | 0.01% | — | 261 | +17,116 | New | Q2 2026 | Aug 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 17,040 | 1,117 | 0.26% | 0.2% | 262 | +18 | 0.11% | Q2 2026 | Jul 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,978 | 1,113 | 0.02% | 0.02% | 263 | -739 | -4.17% | Q2 2026 | Aug 13, 2026 |
| SFI Advisors, LLC | History | Reduced | 16,899 | 1,108 | 0.96% | 0.84% | 264 | -250 | -1.46% | Q2 2026 | Jul 27, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 18,999 | 1,101 | 0.33% | 0.17% | 265 | +8,565 | 82.09% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | Reduced | 16,738 | 1,098 | 0.09% | 0.07% | 266 | -671 | -3.85% | Q2 2026 | Jul 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 16,291 | 1,068 | 0.04% | 0.03% | 267 | -209 | -1.27% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 16,191 | 1,062 | 0.01% | 0.01% | 268 | +2,061 | 14.59% | Q2 2026 | Aug 06, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 16,180 | 1,061 | 0.9% | — | 270 | +16,180 | New | Q2 2026 | Aug 05, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Added to | 16,180 | 1,061 | 0.9% | 0.56% | 269 | +3,356 | 26.17% | Q2 2026 | Aug 25, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 16,068 | 1,054 | 0.21% | 0.17% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valmark Advisers, Inc. | History | Added to | 15,976 | 1,048 | 0.01% | 0.01% | 272 | +3,431 | 27.35% | Q2 2026 | Aug 06, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 15,880 | 1,042 | 0.66% | 0.48% | 273 | +2,698 | 20.47% | Q2 2026 | Jul 21, 2026 |
| Clarendon Private LLC | History | No change | 15,727 | 1,031 | 0.66% | 0.56% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 15,436 | 1,012 | 0.22% | 0.19% | 275 | -1,164 | -7.01% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 15,399 | 1,010 | 0.13% | 0.1% | 276 | +1,322 | 9.39% | Q2 2026 | Aug 04, 2026 |
| Fortis Capital Management LLC | History | Reduced | 15,365 | 1,008 | 0.11% | 0.08% | 277 | -2,282 | -12.93% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 15,406 | 1,005 | 0.01% | 0.0% | 278 | +706 | 4.8% | Q2 2026 | Aug 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 15,212 | 998 | 0.61% | 0.48% | 279 | -52 | -0.34% | Q2 2026 | Jul 21, 2026 |
| Somerset Trust Co | History | New | 15,068 | 988 | 0.28% | — | 280 | +15,068 | New | Q2 2026 | Jul 06, 2026 |
| Bank OZK | History | New | 15,000 | 984 | 0.29% | — | 281 | +15,000 | New | Q2 2026 | Aug 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,888 | 976 | 0.02% | 0.01% | 282 | +1,256 | 9.21% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,705 | 964 | 0.02% | 0.02% | 283 | +423 | 2.96% | Q2 2026 | Jul 29, 2026 |
| Sunpointe, LLC | History | Added to | 14,548 | 954 | 0.27% | 0.2% | 284 | +1,522 | 11.68% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | Added to | 14,508 | 951 | 0.02% | 0.01% | 285 | +1,265 | 9.55% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 14,489 | 950 | 0.03% | 0.02% | 286 | +210 | 1.47% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | Reduced | 14,474 | 949 | 0.0% | 0.0% | 287 | -465 | -3.11% | Q2 2026 | Aug 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 14,528 | 932 | 0.01% | 0.0% | 288 | +13,233 | 1021.85% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | Reduced | 14,169 | 929 | 0.06% | 0.05% | 289 | -2,897 | -16.98% | Q2 2026 | Jul 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 14,113 | 925 | 0.04% | 0.03% | 290 | +284 | 2.05% | Q2 2026 | Aug 11, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 14,017 | 919 | 0.45% | 0.36% | 291 | +400 | 2.94% | Q2 2026 | Jul 29, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,993 | 918 | 0.04% | 0.03% | 292 | +1,291 | 10.16% | Q2 2026 | Aug 13, 2026 |
| Peak Planning Group, LLC | History | Added to | 13,755 | 902 | 0.2% | 0.17% | 293 | +338 | 2.52% | Q2 2026 | Aug 12, 2026 |
| Ciovacco Capital Management LLC | History | Added to | 13,731 | 900 | 0.4% | 0.34% | 294 | +1,167 | 9.29% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,665 | 896 | 0.03% | 0.02% | 295 | -140 | -1.01% | Q2 2026 | Jul 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 13,550 | 889 | 0.05% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abundance Wealth Counselors | History | Added to | 13,512 | 886 | 0.06% | 0.05% | 297 | +6,756 | 100.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 13,391 | 878 | 0.0% | 0.0% | 298 | -1,144 | -7.87% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 13,357 | 876 | 0.04% | 0.01% | 299 | +7,429 | 125.32% | Q2 2026 | Jul 21, 2026 |
| SG Americas Securities, LLC | History | New | 13,195 | 866 | 0.0% | — | 300 | +13,195 | New | Q2 2026 | Aug 07, 2026 |