ARK ETF Trust - ARKG
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
310 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 7,443,296 | 315,298 | 0.02% | 0.01% | 1 | +212,487 | 2.94% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 6,723,211 | 282,778 | 0.01% | 0.01% | 2 | +1,868,295 | 38.48% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,516,963 | 189,983 | 0.02% | 0.01% | 3 | +1,659,569 | 58.08% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 3,100,113 | 130,390 | 0.86% | 0.14% | 4 | +2,349,292 | 312.9% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,411,218 | 101,415 | 0.01% | 0.01% | 5 | +540,184 | 28.87% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 2,172,315 | 91,367 | 0.03% | 0.02% | 6 | +273,271 | 14.39% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,753,957 | 73,771 | 0.03% | 0.02% | 7 | +259,893 | 17.4% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,605,845 | 67,541 | 0.01% | 0.0% | 8 | +698,761 | 77.03% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,477,110 | 62,127 | 0.01% | 0.01% | 9 | -569,225 | -27.82% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,134,658 | 47,723 | 0.01% | 0.0% | 10 | +157,811 | 16.16% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 1,034,376 | 43,505 | 0.09% | 0.06% | 11 | +39,983 | 4.02% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 932,200 | 39,208 | 0.0% | 0.01% | 12 | -630,057 | -40.33% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | Added to | 917,632 | 38,595 | 0.01% | 0.01% | 13 | +77,564 | 9.23% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 914,677 | 38,471 | 0.0% | 0.0% | 14 | +40,975 | 4.69% | Q2 2026 | Aug 14, 2026 |
| Affinity Asset Advisors, LLC | History | New | 750,000 | 31,545 | 1.43% | — | 16 | +750,000 | New | Q2 2026 | Aug 13, 2026 |
| 683 Capital Management, LLC | History | Added to | 750,000 | 31,545 | 1.55% | 0.48% | 15 | +400,000 | 114.29% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 709,000 | 29,820 | 0.01% | 0.0% | 17 | +459,000 | 183.6% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 450,224 | 18,940 | 0.01% | 0.0% | 18 | +316,215 | 235.97% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | New | 425,000 | 17,875 | 0.08% | — | 19 | +425,000 | New | Q2 2026 | Aug 14, 2026 |
| Humankind Investments LLC | History | No change | 386,000 | 16,235 | 7.76% | 5.82% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 374,233 | 15,740 | 0.0% | 0.0% | 21 | +191,646 | 104.96% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 355,711 | 14,961 | 0.03% | 0.01% | 22 | +212,277 | 148.0% | Q2 2026 | Aug 07, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 248,500 | 10,451 | 1.02% | 0.55% | 23 | +59,909 | 31.77% | Q2 2026 | Aug 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 220,010 | 9,254 | 0.01% | 0.0% | 24 | +204,224 | 1293.7% | Q2 2026 | Aug 07, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 211,386 | 8,890 | 3.69% | 2.93% | 25 | +1,970 | 0.94% | Q2 2026 | Jul 15, 2026 |
| Walleye Trading LLC | History | Reduced | 187,600 | 7,890 | 0.01% | 0.01% | 26 | -123,690 | -39.73% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | Added to | 177,780 | 7,477 | 0.01% | 0.0% | 27 | +153,646 | 636.64% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 145,204 | 6,107 | 0.0% | 0.0% | 28 | +102,427 | 239.44% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 143,691 | 6,043 | 0.01% | 0.01% | 29 | +12,835 | 9.81% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 139,071 | 5,850 | 0.0% | 0.0% | 30 | +87,213 | 168.18% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 139,069 | 5,849 | 0.02% | 0.02% | 31 | -12,993 | -8.54% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 135,587 | 5,702 | 0.03% | 0.02% | 32 | -1,995 | -1.45% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | Added to | 122,914 | 5,169 | 0.0% | 0.0% | 33 | +21,042 | 20.66% | Q2 2026 | Aug 12, 2026 |
| Canal Insurance CO | History | No change | 120,000 | 5,048 | 1.11% | 0.68% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 118,863 | 4,999 | 0.01% | 0.0% | 35 | +73,002 | 159.18% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 118,502 | 4,984 | 0.12% | 0.08% | 36 | -4,361 | -3.55% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | New | 107,400 | 4,517 | 0.0% | — | 37 | +107,400 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 105,088 | 4,420 | 0.05% | 0.0% | 38 | +102,368 | 3763.53% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 104,934 | 4,413 | 0.0% | 0.0% | 39 | +4,159 | 4.13% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 99,958 | 4,204 | 0.01% | 0.0% | 40 | +68,191 | 214.66% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 81,627 | 3,433 | 0.01% | 0.01% | 41 | +29 | 0.04% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 75,350 | 3,169 | 0.01% | 0.01% | 42 | -11,284 | -13.02% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 73,722 | 3,100 | 0.0% | 0.0% | 43 | +255 | 0.35% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | New | 70,000 | 2,944 | 0.0% | — | 44 | +70,000 | New | Q2 2026 | Aug 14, 2026 |
| NKCFO LLC | History | New | 67,000 | 2,818 | 0.85% | — | 45 | +67,000 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 64,295 | 2,704 | 0.0% | 0.0% | 46 | -3,454 | -5.1% | Q2 2026 | Jul 29, 2026 |
| Client First Investment Management LLC | History | New | 61,321 | 2,579 | 1.09% | — | 47 | +61,321 | New | Q2 2026 | Jul 08, 2026 |
| D.A. DAVIDSON & CO. | History | New | 60,735 | 2,554 | 0.01% | — | 48 | +60,735 | New | Q2 2026 | Jul 24, 2026 |
| Moran Wealth Management, LLC | History | Added to | 58,215 | 2,448 | 0.07% | 0.04% | 49 | +9,011 | 18.31% | Q2 2026 | Aug 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 54,659 | 2,298 | 0.0% | 0.0% | 50 | +268 | 0.49% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 53,624 | 2,255 | 0.01% | 0.01% | 51 | +522 | 0.98% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 52,851 | 2,222 | 0.0% | 0.0% | 52 | +5,235 | 10.99% | Q2 2026 | Aug 03, 2026 |
| Strategic Financial Concepts, LLC | History | New | 50,995 | 2,144 | 0.64% | — | 53 | +50,995 | New | Q2 2026 | Jul 27, 2026 |
| Transcendent Capital Group LLC | History | New | 50,957 | 2,143 | 0.83% | — | 54 | +50,957 | New | Q2 2026 | Aug 05, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 47,698 | 2,006 | 0.12% | 0.17% | 55 | -37,466 | -43.99% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 45,297 | 1,905 | 0.14% | 0.15% | 56 | -26,991 | -37.34% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | Added to | 44,330 | 1,864 | 0.02% | 0.01% | 57 | +4,979 | 12.65% | Q2 2026 | Jul 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 42,653 | 1,793 | 0.04% | 0.05% | 58 | -13,071 | -23.46% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 42,058 | 1,768 | 0.0% | 0.0% | 59 | -2,563 | -5.74% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 41,414 | 1,741 | 0.01% | 0.01% | 60 | -1,462 | -3.41% | Q2 2026 | Aug 17, 2026 |
| DLD Asset Management, LP | History | New | 40,000 | 1,683 | 0.11% | — | 61 | +40,000 | New | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 39,844 | 1,675 | 0.01% | 0.0% | 62 | +18,700 | 88.44% | Q2 2026 | Jul 27, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 39,821 | 1,674 | 0.6% | 0.46% | 63 | -3,144 | -7.32% | Q2 2026 | Aug 12, 2026 |
| Turner Financial Group, Inc. | History | New | 38,834 | 1,633 | 1.62% | — | 64 | +38,834 | New | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 37,327 | 1,569 | 0.02% | 0.02% | 65 | +373 | 1.01% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 34,511 | 1,451 | 0.03% | 0.02% | 66 | -6,131 | -15.09% | Q2 2026 | Aug 14, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 34,508 | 1,451 | 0.12% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL PLC | History | Reduced | 31,770 | 1,336 | 0.01% | 0.01% | 68 | -10,300 | -24.48% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | Added to | 31,704 | 1,333 | 0.07% | 0.03% | 69 | +11,294 | 55.34% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,189 | 1,311 | 0.02% | 0.01% | 70 | +57 | 0.18% | Q2 2026 | Jul 15, 2026 |
| EFG International AG | History | Added to | 28,147 | 1,183 | 0.02% | 0.02% | 71 | +450 | 1.62% | Q2 2026 | Aug 14, 2026 |
| Florin Court Capital LLP | History | New | 27,700 | 1,165 | 1.9% | — | 72 | +27,700 | New | Q2 2026 | Aug 04, 2026 |
| Woodline Partners LP | History | New | 27,075 | 1,138 | 0.0% | — | 73 | +27,075 | New | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 26,600 | 1,118 | 0.0% | 0.0% | 74 | -9,500 | -26.32% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 26,477 | 1,113 | 0.0% | — | 75 | +26,477 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,384 | 1,109 | 0.0% | 0.0% | 76 | +5,012 | 23.45% | Q2 2026 | Jul 28, 2026 |
| Global View Capital Management LLC | History | New | 26,058 | 1,095 | 0.23% | — | 77 | +26,058 | New | Q2 2026 | Jul 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 25,946 | 1,091 | 0.02% | 0.01% | 78 | +8,808 | 51.39% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 23,840 | 1,002 | 0.0% | 0.0% | 79 | -252 | -1.05% | Q2 2026 | Aug 12, 2026 |
| Clientfirst Wealth Management, LLC | History | Added to | 23,652 | 994 | 0.82% | 0.51% | 80 | +852 | 3.74% | Q2 2026 | Jul 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,359 | 982 | 0.0% | 0.0% | 81 | +20,307 | 665.37% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 35,059 | 926 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 21,793 | 916 | 0.63% | 0.49% | 83 | -320 | -1.45% | Q2 2026 | Jul 07, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 21,535 | 905 | 0.46% | 0.02% | 84 | +19,998 | 1301.11% | Q2 2026 | Jul 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 21,359 | 898 | 0.03% | — | 85 | +21,359 | New | Q2 2026 | Jul 31, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,464 | 860 | 0.0% | 0.0% | 86 | +373 | 1.86% | Q2 2026 | Jul 13, 2026 |
| Verition Fund Management LLC | History | New | 20,000 | 841 | 0.0% | — | 88 | +20,000 | New | Q2 2026 | Aug 14, 2026 |
| Fulcrum Equity Management | History | No change | 20,000 | 841 | 0.62% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | Added to | 19,660 | 826 | 0.01% | 0.01% | 89 | +5,389 | 37.76% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 19,300 | 811 | 0.0% | — | 90 | +19,300 | New | Q2 2026 | Aug 13, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 18,263 | 768 | 0.21% | 0.16% | 91 | -420 | -2.25% | Q2 2026 | Jul 13, 2026 |
| JBF Capital, Inc. | History | No change | 18,000 | 757 | 0.1% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 17,482 | 735 | 0.0% | 0.01% | 93 | -70,889 | -80.22% | Q2 2026 | Aug 14, 2026 |
| Lauer Wealth, LLC | History | Reduced | 17,643 | 724 | 0.43% | 0.5% | 94 | -5,000 | -22.08% | Q2 2026 | Jul 15, 2026 |
| WCG Wealth Advisors LLC | History | New | 16,627 | 699 | 0.02% | — | 95 | +16,627 | New | Q2 2026 | Aug 14, 2026 |
| Prospect Financial Services LLC | History | Reduced | 16,485 | 693 | 0.35% | 0.27% | 96 | -69 | -0.42% | Q2 2026 | Aug 06, 2026 |
| DDD Partners, LLC | History | Reduced | 16,183 | 680 | 0.04% | 0.03% | 97 | -689 | -4.08% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | New | 15,628 | 657 | 0.01% | — | 98 | +15,628 | New | Q2 2026 | Aug 14, 2026 |
| Wealth Management Partners, LLC | History | Added to | 15,340 | 645 | 0.15% | 0.06% | 99 | +6,772 | 79.04% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | Reduced | 15,180 | 638 | 0.0% | 0.0% | 100 | -44,436 | -74.54% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,450 | 607 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,251 | 599 | 0.01% | 0.0% | 102 | +480 | 3.49% | Q2 2026 | Aug 03, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 13,214 | 585 | 0.19% | 0.14% | 103 | +294 | 2.28% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | New | 13,835 | 581 | 0.0% | — | 105 | +13,835 | New | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 13,821 | 581 | 0.05% | 0.08% | 104 | -13,464 | -49.35% | Q2 2026 | Aug 14, 2026 |
| MSH Capital Advisors LLC | History | New | 13,604 | 572 | 0.1% | — | 106 | +13,604 | New | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,839 | 571 | 0.0% | 0.0% | 107 | -1,757 | -11.27% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 13,250 | 557 | 0.07% | 0.06% | 108 | -329 | -2.42% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | New | 13,216 | 555 | 0.02% | — | 109 | +13,216 | New | Q2 2026 | Jul 31, 2026 |
| Next Capital Management LLC | History | No change | 13,046 | 548 | 0.15% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIG BROKERAGE, LP | History | No change | 12,635 | 531 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sierra Capital LLC | History | No change | 12,636 | 531 | 0.05% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Advisors Inc. | History | Added to | 12,576 | 528 | 0.09% | 0.05% | 113 | +3,283 | 35.33% | Q2 2026 | Jul 16, 2026 |
| Sigma Planning Corp | History | Added to | 12,249 | 515 | 0.01% | 0.01% | 114 | +1,395 | 12.85% | Q2 2026 | Aug 07, 2026 |
| Acorns Advisers, LLC | History | Reduced | 12,107 | 509 | 0.0% | 0.0% | 115 | -71 | -0.58% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | New | 11,600 | 487 | 0.05% | — | 116 | +11,600 | New | Q2 2026 | Jul 23, 2026 |
| VANCE WEALTH, LLC | History | No change | 10,626 | 446 | 0.1% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 10,561 | 444 | 0.01% | 0.01% | 118 | -1,961 | -15.66% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | New | 10,538 | 443 | 0.0% | — | 119 | +10,538 | New | Q2 2026 | Aug 05, 2026 |
| Csenge Advisory Group | History | Reduced | 10,266 | 431 | 0.02% | 0.01% | 120 | -1,236 | -10.75% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,150 | 426 | 0.01% | 0.01% | 121 | -405 | -3.84% | Q2 2026 | Jul 07, 2026 |
| Headlands Technologies LLC | History | New | 10,128 | 425 | 0.05% | — | 122 | +10,128 | New | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,060 | 423 | 0.0% | 0.0% | 123 | +3,733 | 59.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Family Offices, LLP | History | New | 9,371 | 394 | 0.15% | — | 124 | +9,371 | New | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 9,371 | 394 | 0.15% | — | 125 | +9,371 | New | Q2 2026 | Jul 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 9,101 | 382 | 0.01% | 0.01% | 126 | +300 | 3.41% | Q2 2026 | Jul 31, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 8,940 | 376 | 0.01% | 0.01% | 127 | -700 | -7.26% | Q2 2026 | Aug 10, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 8,704 | 366 | 0.09% | 0.09% | 128 | -566 | -6.11% | Q2 2026 | Jul 24, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 8,419 | 354 | 0.14% | 0.1% | 129 | -38 | -0.45% | Q2 2026 | Jul 09, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 8,350 | 351 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 8,267 | 347 | 0.11% | 0.11% | 131 | -4,907 | -37.25% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | New | 7,746 | 325 | 0.02% | — | 132 | +7,746 | New | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | New | 7,431 | 312 | 0.01% | — | 133 | +7,431 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 7,222 | 303 | 0.0% | 0.0% | 134 | -534 | -6.88% | Q2 2026 | Aug 13, 2026 |
| MBA Advisors LLC | History | New | 6,430 | 270 | 0.09% | — | 137 | +6,430 | New | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 6,421 | 270 | 0.0% | — | 136 | +6,421 | New | Q2 2026 | Jul 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 6,425 | 270 | 0.01% | 0.0% | 135 | +6,375 | 12750.0% | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 6,336 | 266 | 0.0% | — | 138 | +6,336 | New | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 6,284 | 264 | 0.01% | — | 139 | +6,284 | New | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 6,243 | 262 | 0.02% | 0.01% | 141 | -6,979 | -52.78% | Q2 2026 | Aug 04, 2026 |
| Massar Capital Management, LP | History | New | 6,250 | 262 | 0.03% | — | 142 | +6,250 | New | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 9,921 | 262 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | New | 6,102 | 256 | 0.03% | — | 143 | +6,102 | New | Q2 2026 | Jul 30, 2026 |
| Waverly Advisors, LLC | History | New | 6,069 | 255 | 0.0% | — | 144 | +6,069 | New | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 6,024 | 253 | 0.0% | — | 146 | +6,024 | New | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,027 | 253 | 0.0% | 0.0% | 145 | -2,172 | -26.49% | Q2 2026 | Aug 13, 2026 |
| Atlatl Advisers LLC | History | New | 6,000 | 252 | 0.06% | — | 147 | +6,000 | New | Q2 2026 | Jul 22, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 6,000 | 252 | 0.07% | — | 148 | +6,000 | New | Q2 2026 | Jul 23, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | New | 5,964 | 250 | 0.1% | — | 149 | +5,964 | New | Q2 2026 | Jul 09, 2026 |
| Beacon Financial Advisory LLC | History | New | 5,828 | 245 | 0.05% | — | 150 | +5,828 | New | Q2 2026 | Aug 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 5,805 | 244 | 0.01% | — | 151 | +5,805 | New | Q2 2026 | Aug 10, 2026 |
| Interchange Capital Partners, LLC | History | New | 5,750 | 241 | 0.05% | — | 152 | +5,750 | New | Q2 2026 | Jul 20, 2026 |
| Neuberger Berman Group LLC | History | New | 5,712 | 240 | 0.0% | — | 153 | +5,712 | New | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 5,632 | 236 | 0.01% | — | 154 | +5,632 | New | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 5,611 | 235 | 0.03% | 0.02% | 155 | +833 | 17.43% | Q2 2026 | Jul 29, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 5,585 | 234 | 0.04% | — | 156 | +5,585 | New | Q2 2026 | Jul 15, 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | History | No change | 5,400 | 227 | 0.16% | 0.11% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 5,222 | 219 | 0.01% | — | 158 | +5,222 | New | Q2 2026 | Jul 24, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 5,187 | 218 | 0.07% | — | 159 | +5,187 | New | Q2 2026 | Jul 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 5,135 | 215 | 0.0% | — | 160 | +5,135 | New | Q2 2026 | Aug 10, 2026 |
| SkyOak Wealth, LLC | History | New | 5,068 | 213 | 0.03% | — | 161 | +5,068 | New | Q2 2026 | Jul 30, 2026 |
| Bellecapital International Ltd. | History | New | 5,031 | 211 | 0.03% | — | 162 | +5,031 | New | Q2 2026 | Jul 22, 2026 |
| Schorn Wealth LLC | History | New | 4,996 | 210 | 0.05% | — | 163 | +4,996 | New | Q2 2026 | Jul 31, 2026 |
| Apollon Wealth Management, LLC | History | New | 4,946 | 208 | 0.0% | — | 164 | +4,946 | New | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | New | 4,910 | 206 | 0.01% | — | 165 | +4,910 | New | Q2 2026 | Jul 23, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | New | 4,875 | 205 | 0.07% | — | 166 | +4,875 | New | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | New | 4,796 | 201 | 0.01% | — | 167 | +4,796 | New | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | New | 4,792 | 201 | 0.0% | — | 168 | +4,792 | New | Q2 2026 | Aug 04, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 4,787 | 201 | 0.19% | — | 170 | +4,787 | New | Q2 2026 | Jul 22, 2026 |
| Quadcap Wealth Management, LLC | History | New | 4,786 | 201 | 0.02% | — | 169 | +4,786 | New | Q2 2026 | Jul 31, 2026 |
| Kovack Advisors, Inc. | History | New | 4,704 | 200 | 0.01% | — | 171 | +4,704 | New | Q2 2026 | Jul 28, 2026 |
| Powell Investment Advisors, LLC | History | New | 3,962 | 166 | 0.05% | — | 172 | +3,962 | New | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,794 | 159 | 0.0% | 0.0% | 173 | +1,695 | 80.75% | Q2 2026 | Aug 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,538 | 148 | 0.03% | 0.03% | 174 | -1,228 | -25.77% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 3,236 | 136 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 2,886 | 121 | 0.0% | 0.0% | 176 | -50 | -1.7% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | No change | 2,160 | 90 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,967 | 82 | 0.0% | 0.0% | 178 | -868 | -30.62% | Q2 2026 | Aug 12, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,910 | 81 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Perspectives, Inc | History | No change | 1,858 | 78 | 0.02% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | New | 1,814 | 76 | 0.01% | — | 181 | +1,814 | New | Q2 2026 | Aug 06, 2026 |
| STEMPOINT CAPITAL LP | History | New | 100,000 | 75 | 0.01% | — | 182 | +100,000 | New | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 1,757 | 73 | 0.03% | 0.02% | 183 | +370 | 26.68% | Q2 2026 | Aug 14, 2026 |
| ARK Investment Management LLC | History | Reduced | 1,659 | 69 | 0.0% | 0.0% | 184 | -5,114 | -75.51% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,566 | 65 | 0.0% | 0.0% | 185 | +727 | 86.65% | Q2 2026 | Jul 17, 2026 |
| HHM Wealth Advisors, LLC | History | New | 1,500 | 63 | 0.01% | — | 186 | +1,500 | New | Q2 2026 | Jul 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,380 | 58 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | New | 1,300 | 54 | 0.0% | — | 188 | +1,300 | New | Q2 2026 | Aug 06, 2026 |
| Global Trust Asset Management, LLC | History | New | 1,200 | 50 | 0.02% | — | 190 | +1,200 | New | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | Added to | 1,194 | 50 | 0.0% | 0.0% | 189 | +215 | 21.96% | Q2 2026 | Aug 03, 2026 |
| Oakmont Advisory Group, LLC | History | New | 1,172 | 49 | 0.04% | — | 191 | +1,172 | New | Q2 2026 | Aug 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,099 | 46 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family Manage LLC | History | No change | 1,095 | 46 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,109 | 46 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 1,108 | 46 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 1,012 | 43 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,000 | 42 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 910 | 38 | 0.0% | 0.0% | 198 | -178 | -16.36% | Q2 2026 | Aug 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 869 | 36 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bleichroeder LP | History | No change | 825 | 34 | 0.01% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 803 | 33 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 770 | 32 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Osbon Capital Management LLC | History | No change | 776 | 32 | 0.03% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 768 | 32 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | No change | 759 | 31 | 0.01% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 728 | 30 | 0.06% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 695 | 29 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 704 | 29 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 686 | 28 | 0.0% | 0.0% | 209 | -157 | -18.62% | Q2 2026 | Aug 12, 2026 |
| Fairscale Capital, LLC | History | No change | 642 | 27 | 0.02% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 630 | 26 | 0.0% | 0.0% | 211 | -2,759 | -81.41% | Q2 2026 | Aug 12, 2026 |
| Hyposwiss Advisors SA | History | No change | 631 | 26 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 526 | 22 | 0.0% | 0.0% | 213 | +201 | 61.85% | Q2 2026 | Sep 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 538 | 22 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quent Capital, LLC | History | New | 500 | 21 | 0.0% | — | 217 | +500 | New | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 500 | 21 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Trust, LLC | History | Reduced | 497 | 20 | 0.0% | 0.01% | 218 | -1,134 | -69.53% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | New | 479 | 20 | 0.0% | — | 219 | +479 | New | Q2 2026 | Jul 28, 2026 |
| Aberdeen Wealth Management LLC | History | New | 440 | 18 | 0.01% | — | 221 | +440 | New | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 431 | 18 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paladin Advisory Group, LLC | History | No change | 400 | 16 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 382 | 16 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 375 | 15 | 0.0% | — | 227 | +375 | New | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 363 | 15 | 0.0% | 0.0% | 225 | +110 | 43.48% | Q2 2026 | Jul 15, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 375 | 15 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caitlin John, LLC | History | No change | 370 | 15 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | New | 348 | 14 | 0.0% | — | 230 | +348 | New | Q2 2026 | Aug 06, 2026 |
| IAG Wealth Partners, LLC | History | No change | 351 | 14 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 338 | 14 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 310 | 13 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Center for Financial Services | History | No change | 332 | 13 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Banque Transatlantique SA | History | No change | 326 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Horizon Investments, LLC | History | Reduced | 300 | 12 | 0.0% | 0.0% | 234 | -300 | -50.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | New | 300 | 12 | 0.0% | — | 237 | +300 | New | Q2 2026 | Jul 09, 2026 |
| SHP Wealth Management | History | Reduced | 307 | 12 | 0.0% | 0.0% | 235 | -169 | -35.5% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 304 | 12 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EMC Capital Management | History | New | 278 | 11 | 0.0% | — | 239 | +278 | New | Q2 2026 | Jul 29, 2026 |
| Tidemark, LLC | History | No change | 277 | 11 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 217 | 9 | 0.0% | — | 241 | +217 | New | Q2 2026 | Jul 08, 2026 |
| AlphaCore Capital LLC | History | Added to | 236 | 9 | 0.0% | 0.0% | 240 | +100 | 73.53% | Q2 2026 | Aug 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 200 | 8 | 0.02% | 0.01% | 243 | +100 | 100.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 191 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 168 | 7 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Anfield Capital Management, LLC | History | No change | 301 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 163 | 6 | 0.0% | — | 250 | +163 | New | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | New | 150 | 6 | 0.0% | — | 249 | +150 | New | Q2 2026 | Jul 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 150 | 6 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 155 | 6 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Decker Retirement Planning Inc. | History | No change | 163 | 6 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 120 | 5 | 0.01% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 113 | 4 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 74 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Copia Wealth Management | History | No change | 89 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 70 | 2 | 0.0% | 0.0% | 259 | -755 | -91.52% | Q2 2026 | Jul 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 58 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 50 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silicon Valley Capital Partners | History | No change | 62 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Key FInancial Inc | History | No change | 55 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 70 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 27 | 1 | 0.0% | — | 273 | +27 | New | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 24 | 1 | 0.0% | — | 272 | +24 | New | Q2 2026 | Jul 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 25 | 1 | 0.0% | — | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 25 | 1 | 0.0% | — | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 34 | 1 | 0.0% | — | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 28 | 1 | 0.0% | — | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 27 | 1 | 0.0% | — | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 1.61% | — | -186,809 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| McGuire Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,491 | -100.0% | Q2 2026 | Jul 27, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -12,000 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,352 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -8,664 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,168 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,410 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,179 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -567 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -481 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Main Street Group, LTD | History | Reduced | 6 | 0 | — | 0.0% | — | -100 | -94.34% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Jul 30, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 21, 2026 |
| Strive Financial Group ,LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 09, 2026 |
| Central Pacific Bank - Trust Division | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |