ALPS ETF Trust - AMLP
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.
Showing first 300 of
891 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 16,070,257 | 833,242 | 0.04% | 0.05% | 1 | +234,296 | 1.48% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,210,100 | 684,943 | 0.06% | 0.05% | 2 | +6,347,500 | 92.49% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,866,456 | 459,725 | 0.03% | 0.03% | 3 | +375,802 | 4.43% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,429,142 | 385,200 | 0.06% | 0.07% | 4 | -88,110 | -1.17% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,409,556 | 384,185 | 0.03% | 0.04% | 5 | +846,439 | 12.9% | Q2 2026 | Aug 14, 2026 |
| Allen Investment Management, LLC | History | Added to | 4,440,395 | 230,234 | 2.73% | 2.61% | 6 | +434,860 | 10.86% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 3,880,321 | 201,194 | 0.05% | 0.05% | 7 | +250,237 | 6.89% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 3,024,792 | 156,835 | 0.02% | 0.03% | 8 | -170,495 | -5.34% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,810,836 | 145,741 | 0.04% | 0.04% | 9 | +172,850 | 6.55% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,473,354 | 128,244 | 0.02% | 0.02% | 10 | +59,059 | 2.45% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 2,225,589 | 115,396 | 0.07% | 0.08% | 11 | -21,482 | -0.96% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,704,381 | 88,372 | 0.1% | 0.1% | 12 | +69,848 | 4.27% | Q2 2026 | Aug 12, 2026 |
| Naviter Wealth, LLC | History | Added to | 1,639,760 | 85,021 | 7.71% | 8.85% | 13 | +293,996 | 21.85% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,285,186 | 67,071 | 0.01% | 0.02% | 14 | +9,933 | 0.78% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,010,491 | 52,393 | 0.59% | 0.67% | 15 | +96 | 0.01% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 993,674 | 51,522 | 0.04% | 0.05% | 16 | -30,709 | -3.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 965,702 | 50,071 | 0.01% | 0.01% | 17 | +57,663 | 6.35% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 953,551 | 49,447 | 0.06% | 0.07% | 18 | +90,261 | 10.46% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 820,859 | 42,562 | 0.1% | 0.11% | 19 | +23,044 | 2.89% | Q2 2026 | Jul 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 806,927 | 41,839 | 0.02% | 0.03% | 20 | -75,724 | -8.58% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 778,825 | 40,382 | 0.05% | 0.05% | 21 | +31,641 | 4.23% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 750,619 | 38,919 | 0.04% | 0.04% | 22 | -33,565 | -4.28% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 627,920 | 32,557 | 0.1% | 0.11% | 23 | +70,402 | 12.63% | Q2 2026 | Aug 12, 2026 |
| Proficio Capital Partners LLC | History | Added to | 621,953 | 32,248 | 1.16% | 1.72% | 24 | +11,616 | 1.9% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | Reduced | 597,479 | 30,895 | 0.21% | 0.25% | 25 | -5,353 | -0.89% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 577,011 | 29,918 | 0.05% | 0.05% | 26 | +16,355 | 2.92% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 561,275 | 29,102 | 0.06% | 0.07% | 27 | +11,367 | 2.07% | Q2 2026 | Aug 05, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 555,543 | 28,804 | 2.49% | 1.92% | 28 | +172,533 | 45.05% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 537,851 | 27,887 | 0.04% | 0.05% | 29 | -352 | -0.07% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 535,072 | 27,743 | 0.03% | 0.03% | 30 | +9,438 | 1.8% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 532,049 | 27,586 | 0.07% | 0.08% | 31 | -2,834 | -0.53% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 517,943 | 26,855 | 0.1% | 0.13% | 32 | +3,258 | 0.63% | Q2 2026 | Aug 11, 2026 |
| Oxbow Advisors, LLC | History | Added to | 509,673 | 26,426 | 2.15% | 2.03% | 33 | +56,317 | 12.42% | Q2 2026 | Aug 07, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 506,822 | 26,278 | 9.47% | 10.88% | 34 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 503,526 | 26,107 | 4.79% | 5.48% | 35 | +29,271 | 6.17% | Q2 2026 | Aug 14, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 448,645 | 23,262 | 1.88% | 2.13% | 36 | +23,785 | 5.6% | Q2 2026 | Aug 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 427,719 | 22,177 | 1.1% | 1.18% | 37 | +17,251 | 4.2% | Q2 2026 | Jul 24, 2026 |
| CHOREO, LLC | History | Added to | 395,348 | 20,498 | 0.22% | 0.25% | 38 | +1,813 | 0.46% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 382,113 | 20,137 | 0.03% | 0.04% | 39 | +7,604 | 2.03% | Q2 2026 | Jul 15, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 378,254 | 19,612 | 1.78% | 0.48% | 40 | +327,813 | 649.89% | Q2 2026 | Aug 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 356,287 | 18,473 | 0.1% | 0.12% | 41 | -10,525 | -2.87% | Q2 2026 | Jul 24, 2026 |
| Hilton Capital Management, LLC | History | Added to | 338,754 | 17,564 | 1.2% | 0.96% | 42 | +96,100 | 39.6% | Q2 2026 | Aug 04, 2026 |
| Violich Capital Management, Inc. | History | Reduced | 333,845 | 17,309 | 1.88% | 2.08% | 43 | -3,750 | -1.11% | Q2 2026 | Jul 16, 2026 |
| RS CRUM INC. | History | Reduced | 331,386 | 17,182 | 3.22% | 3.39% | 44 | -1,626 | -0.49% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 327,061 | 16,958 | 0.0% | 0.0% | 45 | +16,077 | 5.17% | Q2 2026 | Aug 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 319,657 | 16,574 | 1.0% | 1.28% | 46 | -41,931 | -11.6% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 311,938 | 16,174 | 0.03% | 0.0% | 47 | +286,371 | 1120.08% | Q2 2026 | Aug 14, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Reduced | 308,099 | 15,974 | 5.36% | 6.05% | 48 | -1,614 | -0.52% | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 299,656 | 15,537 | 0.34% | 0.38% | 49 | +5,337 | 1.81% | Q2 2026 | Jul 17, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Added to | 299,107 | 15,508 | 0.05% | 0.06% | 50 | +4,088 | 1.39% | Q2 2026 | Aug 10, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 298,363 | 15,470 | 0.7% | 0.79% | 51 | +758 | 0.25% | Q2 2026 | Aug 04, 2026 |
| North Star Investment Management Corp. | History | Added to | 295,028 | 15,297 | 0.83% | 0.91% | 52 | +8,823 | 3.08% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | Reduced | 290,720 | 15,073 | 0.02% | 0.02% | 53 | -28,947 | -9.06% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 282,387 | 14,641 | 1.23% | 1.52% | 54 | -9,780 | -3.35% | Q2 2026 | Aug 11, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 280,210 | 14,528 | 0.7% | 0.76% | 55 | +7,512 | 2.75% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Reduced | 278,050 | 14,416 | 0.06% | 0.06% | 56 | -8,468 | -2.96% | Q2 2026 | Aug 11, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 275,028 | 14,271 | 0.45% | 0.54% | 57 | -3,555 | -1.28% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 273,749 | 14,194 | 0.21% | 0.23% | 58 | +6,396 | 2.39% | Q2 2026 | Jul 15, 2026 |
| VISTA FINANCE, LLC | History | Added to | 258,127 | 13,383 | 7.48% | 9.17% | 59 | +38,673 | 17.62% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 256,358 | 13,292 | 0.04% | 0.05% | 60 | +9,056 | 3.66% | Q2 2026 | Jul 28, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 254,098 | 13,174 | 1.68% | 1.9% | 61 | -220 | -0.09% | Q2 2026 | Jul 15, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 248,500 | 12,884 | 0.91% | 1.03% | 62 | +700 | 0.28% | Q2 2026 | Aug 07, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Added to | 246,815 | 12,797 | 6.02% | 6.64% | 63 | +4,388 | 1.81% | Q2 2026 | Aug 10, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 242,533 | 12,575 | 2.56% | 3.25% | 64 | -3,175 | -1.29% | Q2 2026 | Jul 20, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 242,497 | 12,573 | 1.15% | 1.25% | 65 | +10,660 | 4.6% | Q2 2026 | Aug 14, 2026 |
| Truffle Hound Capital, LLC | History | No change | 240,000 | 12,444 | 2.66% | 3.27% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 230,738 | 11,963 | 1.15% | 1.36% | 67 | +19,957 | 9.47% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 229,990 | 11,924 | 0.0% | 0.0% | 68 | +34,332 | 17.55% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 227,795 | 11,717 | 0.0% | 0.01% | 69 | +24,452 | 12.03% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 212,150 | 10,999 | 0.11% | 0.13% | 70 | -8,590 | -3.89% | Q2 2026 | Aug 05, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 206,027 | 10,682 | 0.12% | 0.13% | 71 | +5,867 | 2.93% | Q2 2026 | Aug 05, 2026 |
| Oak Harvest Investment Services | History | Added to | 205,080 | 10,633 | 0.99% | 1.1% | 72 | +5,040 | 2.52% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 200,918 | 10,417 | 0.05% | 0.05% | 73 | +21,788 | 12.16% | Q2 2026 | Jul 13, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | No change | 200,000 | 10,370 | 1.08% | 1.34% | 74 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Granby Capital Management, LLC | History | No change | 200,000 | 10,370 | 5.41% | 6.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 199,762 | 10,357 | 0.68% | 0.8% | 76 | -9,049 | -4.33% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 199,600 | 10,321 | 0.0% | 0.0% | 77 | -76,060 | -27.59% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Added to | 198,019 | 10,267 | 0.03% | 0.02% | 78 | +60,932 | 44.45% | Q2 2026 | Aug 07, 2026 |
| Elgethun Capital Management | History | Added to | 196,637 | 10,195 | 1.42% | 1.65% | 79 | +7,310 | 3.86% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 195,021 | 10,111 | 0.17% | 0.34% | 80 | +5,120 | 2.7% | Q2 2026 | Jul 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 186,807 | 10,093 | 1.45% | 1.47% | 81 | +3,640 | 1.99% | Q2 2026 | Aug 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 194,367 | 10,077 | 0.68% | 0.7% | 82 | +28,415 | 17.12% | Q2 2026 | Aug 04, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 189,931 | 9,847 | 1.57% | 1.65% | 83 | +6,078 | 3.31% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | New | 189,897 | 9,846 | 0.4% | — | 84 | +189,897 | New | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 185,243 | 9,604 | 0.06% | 0.01% | 85 | +178,202 | 2530.92% | Q2 2026 | Aug 10, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 171,562 | 8,895 | 1.97% | 2.28% | 86 | -1,120 | -0.65% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 171,317 | 8,882 | 0.16% | 0.19% | 87 | +1,687 | 0.99% | Q2 2026 | Jul 23, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 169,155 | 8,771 | 2.22% | 2.71% | 88 | -9,390 | -5.26% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 167,510 | 8,685 | 0.04% | 0.04% | 89 | +17,259 | 11.49% | Q2 2026 | Aug 13, 2026 |
| Brick & Kyle, Associates | History | No change | 162,583 | 8,558 | 2.83% | 2.83% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | Added to | 157,897 | 8,186 | 0.41% | 0.48% | 91 | +348 | 0.22% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | Added to | 157,067 | 8,143 | 0.01% | 0.01% | 92 | +3,412 | 2.22% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 156,577 | 8,118 | 0.12% | 0.13% | 93 | +5,033 | 3.32% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 156,022 | 8,089 | 0.04% | 0.05% | 94 | -60,235 | -27.85% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | Added to | 154,772 | 8,025 | 0.01% | 0.01% | 95 | +22,561 | 17.06% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 153,572 | 7,962 | 0.03% | 0.03% | 96 | +43,019 | 38.91% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 149,445 | 7,866 | 0.2% | 0.2% | 97 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MUHLENKAMP & CO INC | History | No change | 150,615 | 7,809 | 2.26% | 2.09% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Left Brain Wealth Management, LLC | History | Reduced | 149,437 | 7,748 | 2.34% | 3.2% | 99 | -5,294 | -3.42% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 146,143 | 7,577 | 0.01% | 0.01% | 100 | +43,616 | 42.54% | Q2 2026 | Jul 28, 2026 |
| Advisors Preferred, LLC | History | Added to | 145,325 | 7,565 | 1.17% | 1.08% | 101 | +5,645 | 4.04% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 143,445 | 7,437 | 0.08% | 0.08% | 102 | +27,686 | 23.92% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 141,864 | 7,355 | 0.03% | 0.02% | 103 | +82,218 | 137.84% | Q2 2026 | Aug 18, 2026 |
| 5th Street Advisors, LLC | History | Added to | 140,877 | 7,304 | 2.78% | 3.08% | 104 | +4,894 | 3.6% | Q2 2026 | Aug 05, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | Added to | 138,847 | 7,199 | 2.91% | 3.02% | 105 | +15,661 | 12.71% | Q2 2026 | Aug 12, 2026 |
| Ball & Co Wealth Management Inc. | History | Reduced | 136,894 | 7,097 | 5.03% | 6.66% | 106 | -14,340 | -9.48% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 133,811 | 6,938 | 0.0% | 0.0% | 107 | -36,788 | -21.56% | Q2 2026 | Sep 02, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 131,178 | 6,801 | 0.67% | 0.77% | 108 | -1,717 | -1.29% | Q2 2026 | Aug 05, 2026 |
| BROWN ADVISORY INC | History | Reduced | 129,624 | 6,721 | 0.01% | 0.01% | 109 | -6,415 | -4.72% | Q2 2026 | Aug 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 129,258 | 6,702 | 1.12% | 1.32% | 110 | -8,862 | -6.42% | Q2 2026 | Jul 28, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 128,940 | 6,685 | 0.08% | 0.06% | 111 | +22,420 | 21.05% | Q2 2026 | Aug 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 126,369 | 6,552 | 0.54% | 0.63% | 112 | +1,884 | 1.51% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 126,132 | 6,539 | 0.04% | 0.04% | 113 | +11,972 | 10.49% | Q2 2026 | Aug 17, 2026 |
| Eagle Strategies LLC | History | Added to | 122,564 | 6,354 | 0.63% | 0.75% | 114 | +2,781 | 2.32% | Q2 2026 | Jul 21, 2026 |
| Clare Market Investments LLC | History | Added to | 120,740 | 6,260 | 1.14% | 1.27% | 115 | +5,449 | 4.73% | Q2 2026 | Jul 27, 2026 |
| Element Wealth, LLC | History | Reduced | 119,697 | 6,206 | 2.32% | 2.73% | 116 | -5,864 | -4.67% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 118,887 | 6,164 | 0.03% | 0.04% | 117 | -28,806 | -19.5% | Q2 2026 | Aug 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 118,773 | 6,158 | 0.65% | 0.68% | 118 | +4,826 | 4.24% | Q2 2026 | Jul 23, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 117,803 | 6,108 | 1.25% | 1.3% | 119 | +7,063 | 6.38% | Q2 2026 | Jul 24, 2026 |
| Haven Private, LLC | History | Added to | 116,915 | 6,062 | 2.3% | 2.57% | 120 | +4,852 | 4.33% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 114,270 | 5,924 | 0.01% | 0.01% | 121 | -6,284 | -5.21% | Q2 2026 | Aug 05, 2026 |
| Clarity Financial LLC | History | Added to | 112,470 | 5,831 | 0.5% | 0.31% | 122 | +58,573 | 108.68% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 111,427 | 5,777 | 0.07% | 0.07% | 123 | +10,208 | 10.09% | Q2 2026 | Aug 18, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 110,991 | 5,754 | 0.03% | 0.04% | 124 | +12,753 | 12.98% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 109,273 | 5,665 | 0.27% | 0.3% | 125 | +156 | 0.14% | Q2 2026 | Jul 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 108,540 | 5,627 | 0.01% | 0.01% | 126 | +7,186 | 7.09% | Q2 2026 | Aug 13, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 107,998 | 5,599 | 1.1% | 1.15% | 127 | +266 | 0.25% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 101,413 | 5,258 | 0.06% | 0.07% | 128 | -603 | -0.59% | Q2 2026 | Aug 03, 2026 |
| Prota Financial, LLC | History | Added to | 101,799 | 5,254 | 3.46% | 3.76% | 129 | +3,118 | 3.16% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | New | 100,221 | 5,196 | 0.08% | — | 130 | +100,221 | New | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | Reduced | 100,180 | 5,194 | 0.02% | 0.03% | 131 | -8,857 | -8.12% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 99,870 | 5,178 | 0.24% | 0.2% | 132 | +27,391 | 37.79% | Q2 2026 | Aug 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 99,646 | 5,166 | 0.08% | 0.08% | 133 | +3,327 | 3.45% | Q2 2026 | Jul 22, 2026 |
| Squarepoint Ops LLC | History | Reduced | 97,000 | 5,029 | 0.01% | 0.01% | 134 | -57,600 | -37.26% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | Added to | 95,515 | 4,952 | 0.4% | 0.48% | 135 | +579 | 0.61% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 95,469 | 4,950 | 0.58% | 0.38% | 136 | +41,611 | 77.26% | Q2 2026 | Jul 23, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 95,348 | 4,943 | 2.71% | 3.09% | 137 | -2,649 | -2.7% | Q2 2026 | Jul 21, 2026 |
| Coral Wealth Management, LLC | History | New | 94,792 | 4,914 | 4.03% | — | 138 | +94,792 | New | Q2 2026 | Aug 04, 2026 |
| White Pine Investment CO | History | Added to | 93,412 | 4,843 | 1.03% | 1.13% | 139 | +1,051 | 1.14% | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 92,856 | 4,814 | 0.0% | 0.01% | 140 | -4,979 | -5.09% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 92,734 | 4,808 | 0.12% | 0.14% | 141 | +1,080 | 1.18% | Q2 2026 | Jul 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 92,725 | 4,807 | 0.04% | 0.04% | 142 | +13,379 | 16.86% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 92,633 | 4,803 | 0.48% | 0.55% | 143 | -1,761 | -1.87% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Reduced | 92,350 | 4,788 | 0.01% | 0.01% | 144 | -47,588 | -34.01% | Q2 2026 | Aug 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 91,567 | 4,742 | 0.03% | 0.03% | 145 | -1,191 | -1.28% | Q2 2026 | Aug 14, 2026 |
| Plan Group Financial, LLC | History | Added to | 91,225 | 4,730 | 0.97% | 0.83% | 146 | +23,900 | 35.5% | Q2 2026 | Aug 03, 2026 |
| Artesa Financial Group, LLC | History | Added to | 90,035 | 4,668 | 3.99% | 4.21% | 147 | +6,148 | 7.33% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | Added to | 89,989 | 4,665 | 0.09% | 0.11% | 148 | +360 | 0.4% | Q2 2026 | Aug 06, 2026 |
| SACKS & ASSOCIATES, LLC | History | Added to | 84,244 | 4,645 | 3.13% | 3.25% | 149 | +1,158 | 1.39% | Q2 2026 | Aug 04, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 25,034 | 4,637 | 3.3% | 3.2% | 150 | -52,356 | -67.65% | Q2 2026 | Jul 07, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 88,736 | 4,600 | 1.5% | 1.64% | 151 | +2,708 | 3.15% | Q2 2026 | Aug 03, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 88,288 | 4,578 | 0.29% | 0.33% | 152 | +91 | 0.1% | Q2 2026 | Aug 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 88,273 | 4,576 | 0.4% | 0.57% | 153 | -163 | -0.18% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 87,377 | 4,530 | 0.01% | 0.01% | 154 | +12,525 | 16.73% | Q2 2026 | Aug 07, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 86,946 | 4,508 | 0.52% | 0.59% | 155 | -1,701 | -1.92% | Q2 2026 | Aug 10, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 85,674 | 4,442 | 0.1% | 0.2% | 156 | -74,263 | -46.43% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 84,342 | 4,373 | 0.0% | 0.0% | 157 | +13,036 | 18.28% | Q2 2026 | Aug 06, 2026 |
| Americana Partners, LLC | History | Added to | 83,507 | 4,329 | 0.1% | 0.11% | 158 | +3,681 | 4.61% | Q2 2026 | Aug 05, 2026 |
| Indivisible Partners | History | Added to | 82,862 | 4,296 | 0.24% | 0.34% | 159 | +9,888 | 13.55% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 81,963 | 4,249 | 0.01% | 0.01% | 160 | +2,032 | 2.54% | Q2 2026 | Aug 19, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 81,093 | 4,204 | 0.07% | 0.07% | 161 | +8,258 | 11.34% | Q2 2026 | Aug 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | Reduced | 80,000 | 4,148 | 0.43% | 0.87% | 162 | -20,000 | -20.0% | Q2 2026 | Aug 12, 2026 |
| Wills Financial Group LLC | History | Added to | 77,709 | 4,029 | 1.47% | 1.52% | 163 | +1,936 | 2.55% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | Added to | 77,290 | 4,007 | 0.65% | 0.75% | 164 | +1,425 | 1.88% | Q2 2026 | Jul 07, 2026 |
| Allen Capital Group, LLC | History | Added to | 76,756 | 3,979 | 0.32% | 0.35% | 165 | +1,965 | 2.63% | Q2 2026 | Jul 27, 2026 |
| HERBST GROUP, LLC | History | Reduced | 76,619 | 3,972 | 2.17% | 2.6% | 166 | -3,353 | -4.19% | Q2 2026 | Jul 09, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 72,238 | 3,968 | 0.08% | 0.08% | 167 | +3,794 | 5.54% | Q2 2026 | Jul 29, 2026 |
| CONTINENTAL ADVISORS LLC | History | No change | 74,723 | 3,874 | 1.64% | 2.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COWA, LLC | History | Reduced | 74,714 | 3,873 | 0.97% | 1.07% | 169 | -433 | -0.58% | Q2 2026 | Aug 05, 2026 |
| Payne Capital Management, LLC | History | Added to | 74,455 | 3,860 | 1.03% | 1.03% | 170 | +9,606 | 14.81% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 74,200 | 3,847 | 0.1% | 0.1% | 171 | +11,807 | 18.92% | Q2 2026 | Aug 05, 2026 |
| SMART Wealth LLC | History | Reduced | 74,141 | 3,844 | 0.83% | 1.26% | 172 | -7,451 | -9.13% | Q2 2026 | Aug 05, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 73,890 | 3,831 | 1.2% | 1.2% | 173 | +9,520 | 14.79% | Q2 2026 | Jul 27, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 73,619 | 3,817 | 0.1% | 0.12% | 174 | -1,262 | -1.69% | Q2 2026 | Jul 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 73,460 | 3,808 | 0.01% | 0.02% | 175 | +1,901 | 2.66% | Q2 2026 | Aug 11, 2026 |
| SCS Capital Management LLC | History | No change | 72,508 | 3,759 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 72,463 | 3,757 | 0.01% | 0.01% | 177 | +14,850 | 25.78% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 72,101 | 3,738 | 0.03% | 0.04% | 178 | -16,166 | -18.31% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 70,282 | 3,699 | 0.22% | 0.22% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 70,943 | 3,678 | 0.03% | 0.03% | 180 | +16,270 | 29.76% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 70,856 | 3,673 | 0.04% | 0.05% | 181 | -2,334 | -3.19% | Q2 2026 | Aug 10, 2026 |
| TKG Advisors, LLC | History | Reduced | 69,556 | 3,606 | 1.25% | 1.97% | 182 | -20,933 | -23.13% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 69,202 | 3,588 | 0.07% | 0.08% | 183 | -1,427 | -2.02% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 69,139 | 3,584 | 0.06% | 0.08% | 184 | -512 | -0.74% | Q2 2026 | Jul 20, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 69,010 | 3,578 | 0.09% | 0.1% | 185 | +5,322 | 8.36% | Q2 2026 | Jul 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 68,913 | 3,573 | 0.18% | 0.21% | 186 | -978 | -1.4% | Q2 2026 | Aug 14, 2026 |
| SAM Advisors, LLC | History | Added to | 68,490 | 3,551 | 0.97% | 1.09% | 187 | +2,331 | 3.52% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 67,474 | 3,498 | 0.17% | 0.18% | 188 | +877 | 1.32% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 67,319 | 3,490 | 0.04% | 0.04% | 189 | +207 | 0.31% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | Added to | 67,219 | 3,485 | 0.09% | 0.1% | 190 | +5,265 | 8.5% | Q2 2026 | Aug 04, 2026 |
| TT Capital Management LLC | History | Reduced | 66,845 | 3,465 | 2.7% | 3.02% | 191 | -2,700 | -3.88% | Q2 2026 | Aug 04, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 66,109 | 3,427 | 0.71% | 0.78% | 192 | +2,030 | 3.17% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 66,059 | 3,425 | 0.01% | 0.01% | 193 | +5,311 | 8.74% | Q2 2026 | Aug 13, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 65,810 | 3,412 | 1.07% | 1.27% | 194 | -3,523 | -5.08% | Q2 2026 | Jul 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 64,468 | 3,342 | 0.06% | 0.09% | 195 | -8,084 | -11.14% | Q2 2026 | Aug 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 63,891 | 3,312 | 0.56% | 0.54% | 196 | +15,099 | 30.95% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 63,499 | 3,292 | 0.03% | 0.04% | 197 | -8,042 | -11.24% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 63,100 | 3,271 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Added to | 62,949 | 3,263 | 0.08% | 0.09% | 199 | +3,706 | 6.26% | Q2 2026 | Aug 07, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 62,819 | 3,257 | 0.5% | 0.53% | 200 | -1,318 | -2.05% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 61,691 | 3,198 | 0.05% | 0.06% | 201 | +1,161 | 1.92% | Q2 2026 | Aug 07, 2026 |
| Hegarty Advisors, LLC | History | Added to | 60,427 | 3,133 | 2.16% | 2.42% | 202 | +2,044 | 3.5% | Q2 2026 | Jul 27, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 60,128 | 3,117 | 1.65% | 1.26% | 203 | +18,960 | 46.06% | Q2 2026 | Jul 09, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 59,723 | 3,096 | 1.27% | 1.38% | 204 | +121 | 0.2% | Q2 2026 | Jul 21, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 58,799 | 3,048 | 0.61% | 0.68% | 205 | +2,427 | 4.31% | Q2 2026 | Jul 24, 2026 |
| Camarda Financial Advisors, LLC | History | New | 58,695 | 3,043 | 0.92% | — | 206 | +58,695 | New | Q2 2026 | Aug 14, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Reduced | 58,675 | 3,042 | 0.34% | 0.36% | 207 | -475 | -0.8% | Q2 2026 | Jul 24, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 57,611 | 2,987 | 0.02% | 0.02% | 208 | -2,965 | -4.89% | Q2 2026 | Jul 07, 2026 |
| G&S Capital LLC | History | Reduced | 56,796 | 2,944 | 0.85% | 1.34% | 209 | -15,672 | -21.63% | Q2 2026 | Jul 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,554 | 2,932 | 0.0% | 0.0% | 210 | +49,369 | 687.11% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Management LLC (WY) | History | Added to | 56,548 | 2,932 | 2.45% | 2.58% | 211 | +3,571 | 6.74% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 56,479 | 2,928 | 0.02% | 0.02% | 212 | +9,207 | 19.48% | Q2 2026 | Jul 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 56,349 | 2,921 | 0.15% | 0.17% | 213 | -431 | -0.76% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 56,309 | 2,919 | 0.15% | 0.18% | 214 | -6,243 | -9.98% | Q2 2026 | Aug 10, 2026 |
| Delta Investment Management, LLC | History | Reduced | 56,003 | 2,903 | 0.48% | 0.54% | 215 | -1,259 | -2.2% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 55,784 | 2,892 | 0.0% | 0.0% | 216 | +8,298 | 17.47% | Q2 2026 | Aug 13, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 53,360 | 2,883 | 0.96% | 1.05% | 217 | -525 | -0.97% | Q2 2026 | Jul 21, 2026 |
| BlackRock, Inc. | History | Reduced | 53,802 | 2,789 | 0.0% | 0.0% | 218 | -907 | -1.66% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 53,762 | 2,788 | 0.02% | 0.01% | 219 | +21,075 | 64.48% | Q2 2026 | Jul 20, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 53,529 | 2,775 | 0.21% | 0.22% | 220 | +500 | 0.94% | Q2 2026 | Aug 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 53,513 | 2,774 | 0.08% | 0.09% | 221 | +580 | 1.1% | Q2 2026 | Jul 24, 2026 |
| Tradewinds, LLC. | History | New | 238,571 | 2,747 | 0.62% | — | 222 | +238,571 | New | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 52,823 | 2,738 | 0.02% | 0.02% | 223 | +610 | 1.17% | Q2 2026 | Jul 23, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 52,730 | 2,734 | 0.01% | 0.01% | 224 | -4,170 | -7.33% | Q2 2026 | Aug 13, 2026 |
| Enclave Advisors LLC | History | Added to | 52,653 | 2,730 | 0.35% | 0.36% | 225 | +2,624 | 5.24% | Q2 2026 | Jul 14, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 51,633 | 2,717 | 0.45% | 0.45% | 226 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Asset One Wealth Management LLC | History | Added to | 51,051 | 2,715 | 0.29% | 0.24% | 227 | +8,336 | 19.52% | Q2 2026 | Aug 13, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 52,296 | 2,711 | 0.24% | 0.28% | 228 | -186 | -0.35% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Added to | 52,258 | 2,709 | 0.0% | 0.0% | 229 | +46,958 | 886.0% | Q2 2026 | Jul 30, 2026 |
| BRIGHTON JONES LLC | History | Added to | 51,538 | 2,672 | 0.05% | 0.06% | 230 | +1,771 | 3.56% | Q2 2026 | Aug 11, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 51,439 | 2,667 | 0.07% | 0.1% | 231 | -1,859 | -3.49% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 50,001 | 2,592 | 0.23% | 0.27% | 232 | +700 | 1.42% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | Reduced | 49,486 | 2,565 | 0.0% | 0.0% | 233 | -7,208 | -12.71% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 48,752 | 2,520 | 0.08% | 0.09% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 47,862 | 2,481 | 0.02% | 0.01% | 235 | +12,567 | 35.61% | Q2 2026 | Sep 08, 2026 |
| J.Safra Asset Management Corp | History | Added to | 47,749 | 2,475 | 0.11% | 0.13% | 236 | +1,224 | 2.63% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 47,709 | 2,473 | 0.03% | 0.03% | 237 | -1,912 | -3.85% | Q2 2026 | Jul 21, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 47,509 | 2,463 | 0.41% | 0.49% | 238 | +1,400 | 3.04% | Q2 2026 | Aug 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 47,342 | 2,454 | 0.19% | 0.21% | 239 | +1,637 | 3.58% | Q2 2026 | Jul 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 47,239 | 2,449 | 0.52% | — | 240 | +47,239 | New | Q2 2026 | Aug 14, 2026 |
| Keewaydin Investments LLC | History | Added to | 47,160 | 2,445 | 0.71% | 0.76% | 241 | +1,175 | 2.56% | Q2 2026 | Aug 14, 2026 |
| Providence First Trust Co | History | Reduced | 46,688 | 2,420 | 0.68% | 0.9% | 242 | -1,821 | -3.75% | Q2 2026 | Jul 27, 2026 |
| ArchPoint Investors | History | No change | 46,325 | 2,401 | 0.51% | 0.58% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quartz Partners, LLC | History | Added to | 44,971 | 2,331 | 0.76% | 0.86% | 244 | +2,816 | 6.68% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 44,783 | 2,321 | 0.04% | 0.05% | 245 | +2,015 | 4.71% | Q2 2026 | Jul 31, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 44,180 | 2,290 | 0.04% | 0.03% | 246 | +19,547 | 79.35% | Q2 2026 | Jul 31, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 44,035 | 2,283 | 0.97% | 1.01% | 247 | +1,185 | 2.77% | Q2 2026 | Aug 06, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 43,528 | 2,256 | 0.11% | 0.12% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bollard Group LLC | History | Added to | 43,480 | 2,254 | 0.07% | 0.07% | 249 | +766 | 1.79% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 43,376 | 2,249 | 0.03% | 0.03% | 250 | +6,067 | 16.26% | Q2 2026 | Aug 10, 2026 |
| HC Advisors, LLC | History | Added to | 42,962 | 2,227 | 1.35% | 1.43% | 251 | +2,265 | 5.57% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 42,932 | 2,226 | 0.04% | 0.04% | 252 | +6,219 | 16.94% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 42,666 | 2,212 | 0.06% | 0.06% | 253 | +6,790 | 18.93% | Q2 2026 | Jul 07, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 42,118 | 2,183 | 1.32% | — | 254 | +42,118 | New | Q2 2026 | Jul 27, 2026 |
| Walleye Trading LLC | History | Reduced | 41,900 | 2,172 | 0.0% | 0.0% | 255 | -1,300 | -3.01% | Q2 2026 | Aug 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 41,147 | 2,133 | 0.0% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 40,915 | 2,121 | 0.14% | 0.14% | 257 | +5,175 | 14.48% | Q2 2026 | Jul 20, 2026 |
| Smithfield Trust Co | History | Added to | 40,855 | 2,119 | 0.08% | 0.09% | 258 | +3,453 | 9.23% | Q2 2026 | Aug 05, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 40,867 | 2,118 | 2.45% | 2.53% | 259 | +1,959 | 5.03% | Q2 2026 | Aug 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 40,551 | 2,102 | 0.03% | 0.03% | 260 | +5,448 | 15.52% | Q2 2026 | Aug 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 40,376 | 2,093 | 0.44% | 0.47% | 261 | +132 | 0.33% | Q2 2026 | Jul 09, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 40,279 | 2,088 | 0.35% | 0.35% | 262 | -3,790 | -8.6% | Q2 2026 | Jul 20, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 39,614 | 2,085 | 1.28% | 1.28% | 263 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 39,997 | 2,073 | 0.07% | 0.08% | 264 | -697 | -1.71% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 39,845 | 2,066 | 0.07% | 0.08% | 265 | -608 | -1.5% | Q2 2026 | Jul 31, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 39,691 | 2,057 | 0.37% | 0.44% | 266 | -1,261 | -3.08% | Q2 2026 | Jul 29, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 39,556 | 2,050 | 0.03% | 0.03% | 267 | -962 | -2.37% | Q2 2026 | Aug 10, 2026 |
| HCR Wealth Advisors | History | Added to | 39,295 | 2,037 | 0.18% | 0.17% | 268 | +7,277 | 22.73% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 39,230 | 2,034 | 0.02% | 0.03% | 269 | +236 | 0.61% | Q2 2026 | Jul 22, 2026 |
| Dakota Wealth Management | History | Added to | 38,980 | 2,021 | 0.04% | 0.04% | 270 | +5,302 | 15.74% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | Reduced | 38,860 | 2,014 | 0.19% | 0.26% | 271 | -7,029 | -15.32% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 38,755 | 2,009 | 0.03% | 0.04% | 272 | +1,148 | 3.05% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | Added to | 38,579 | 2,006 | 0.01% | 0.01% | 273 | +1,256 | 3.37% | Q2 2026 | Aug 10, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 38,193 | 1,980 | 0.11% | 0.12% | 274 | +584 | 1.55% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 37,593 | 1,949 | 0.02% | 0.02% | 275 | -795 | -2.07% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 36,818 | 1,909 | 0.15% | 0.19% | 276 | -4,380 | -10.63% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 35,892 | 1,861 | 0.0% | 0.0% | 277 | +14,741 | 69.69% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 35,745 | 1,853 | 0.01% | 0.01% | 278 | -1,148 | -3.11% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 35,699 | 1,850 | 0.01% | 0.01% | 279 | +5,412 | 17.87% | Q2 2026 | Aug 17, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 35,535 | 1,842 | 1.35% | 1.71% | 280 | -2,150 | -5.71% | Q2 2026 | Jul 28, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 35,318 | 1,831 | 0.09% | 0.14% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tandem Financial, LLC | History | Reduced | 35,267 | 1,828 | 0.55% | 0.6% | 282 | -362 | -1.02% | Q2 2026 | Aug 13, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 35,175 | 1,823 | 1.14% | 1.24% | 283 | -417 | -1.17% | Q2 2026 | Jul 08, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 34,970 | 1,813 | 0.19% | 0.21% | 284 | +234 | 0.67% | Q2 2026 | Jul 30, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 33,251 | 1,812 | 0.59% | 0.62% | 285 | +596 | 1.83% | Q2 2026 | Aug 13, 2026 |
| 71 West Capital Partners | History | Added to | 34,928 | 1,811 | 0.06% | 0.08% | 286 | +20 | 0.06% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 34,258 | 1,803 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 34,238 | 1,802 | 0.67% | 0.67% | 288 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Reduced | 34,673 | 1,797 | 0.88% | 2.48% | 289 | -59,641 | -63.24% | Q2 2026 | Jul 24, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 34,655 | 1,796 | 0.01% | 0.01% | 290 | +1,305 | 3.91% | Q2 2026 | Aug 11, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 34,531 | 1,790 | 0.47% | 0.46% | 291 | +3,835 | 12.49% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 34,523 | 1,790 | 0.03% | 0.06% | 292 | +1,111 | 3.33% | Q2 2026 | Jul 28, 2026 |
| Virtu Financial LLC | History | New | 34,200 | 1,773 | 0.06% | — | 293 | +34,200 | New | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 34,247 | 1,771 | 0.09% | 0.09% | 294 | +1,978 | 6.13% | Q2 2026 | Jul 28, 2026 |
| World Investment Advisors | History | Reduced | 33,552 | 1,764 | 0.03% | 0.03% | 295 | -60 | -0.18% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 33,997 | 1,762 | 0.0% | 0.0% | 296 | -522 | -1.51% | Q2 2026 | Aug 14, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 31,814 | 1,754 | 0.47% | 0.55% | 297 | -6,396 | -16.74% | Q2 2026 | Aug 07, 2026 |
| WP Advisors, LLC | History | Added to | 33,441 | 1,733 | 0.42% | 0.4% | 298 | +4,083 | 13.91% | Q2 2026 | Jul 29, 2026 |
| AXS Investments LLC | History | Reduced | 33,203 | 1,721 | 0.49% | 0.96% | 299 | -11,984 | -26.52% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 33,206 | 1,721 | 0.04% | 0.03% | 300 | +5,529 | 19.98% | Q2 2026 | Jul 29, 2026 |