ARK ETF Trust - ARKW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 731,008 | 105,893 | 1.09% | 1.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 461,090 | 66,793 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 245,701 | 35,592 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 225,537 | 32,671 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 223,800 | 32,419 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 200,246 | 29,007 | 0.13% | 0.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | No change | 200,246 | 29,007 | 0.32% | 0.32% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 172,435 | 24,978 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 119,091 | 17,251 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 86,068 | 12,467 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 85,800 | 12,428 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 77,754 | 11,264 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 63,931 | 9,264 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 59,352 | 8,597 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 55,394 | 8,024 | 0.67% | 0.67% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | No change | 52,606 | 7,620 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 47,393 | 6,865 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 46,574 | 6,746 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 39,979 | 5,791 | 0.26% | 0.26% | 19 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL PLC | History | No change | 39,150 | 5,671 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 34,738 | 5,032 | 0.42% | 0.42% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Management Partners, LLC | History | No change | 34,454 | 4,991 | 1.17% | 1.17% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | No change | 34,070 | 4,935 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 31,595 | 4,576 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 25,835 | 3,742 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 23,219 | 3,363 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | No change | 22,556 | 3,267 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,528 | 3,264 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 22,188 | 3,214 | 0.34% | 0.34% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 20,797 | 3,013 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 20,413 | 2,957 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 20,206 | 2,927 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,961 | 2,891 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Guidance Group, Inc. | History | No change | 19,812 | 2,869 | 1.07% | 1.07% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,377 | 2,806 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 18,901 | 2,737 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 16,233 | 2,352 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,857 | 2,297 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,836 | 2,294 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 14,563 | 2,109 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12,996 | 1,882 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 12,808 | 1,855 | 0.77% | 0.77% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purus Wealth Management, LLC | History | No change | 12,182 | 1,764 | 0.49% | 0.49% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 11,380 | 1,648 | 0.39% | 0.39% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11,176 | 1,618 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phoenix Wealth Advisors | History | No change | 10,720 | 1,552 | 0.52% | 0.52% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VestGen Advisors, LLC | History | No change | 10,187 | 1,475 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Copia Wealth Management | History | No change | 10,118 | 1,465 | 0.88% | 0.88% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | No change | 10,101 | 1,463 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 9,761 | 1,413 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,474 | 1,372 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,397 | 1,361 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,188 | 1,186 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 7,910 | 1,145 | 0.52% | 0.52% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vienna Asset Management LLC | History | No change | 7,896 | 1,143 | 0.8% | 0.8% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 9,063 | 1,093 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 6,788 | 983 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,572 | 952 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAM GROUP, INC. | History | No change | 6,560 | 950 | 0.47% | 0.47% | 59 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sigma Planning Corp | History | No change | 6,319 | 915 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 5,892 | 853 | 0.35% | 0.35% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,884 | 852 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Osbon Capital Management LLC | History | No change | 5,877 | 851 | 0.67% | 0.67% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 5,729 | 829 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 5,627 | 815 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | No change | 5,549 | 803 | 0.2% | 0.2% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 5,097 | 738 | 0.37% | 0.37% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EMC Capital Management | History | No change | 4,880 | 712 | 0.28% | 0.28% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,695 | 680 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | No change | 4,663 | 678 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,666 | 676 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Intrua Financial, LLC | History | No change | 4,650 | 673 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 4,612 | 668 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 4,509 | 653 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,342 | 644 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,323 | 626 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,181 | 605 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 4,168 | 603 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Trust, LLC | History | No change | 4,016 | 581 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 3,901 | 565 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,872 | 560 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,860 | 559 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | No change | 3,859 | 559 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 3,823 | 553 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,717 | 538 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3,718 | 538 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 3,384 | 490 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 3,345 | 484 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,306 | 478 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,000 | 434 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,953 | 427 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Partners Wealth | History | No change | 2,858 | 414 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,812 | 407 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,684 | 388 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 2,649 | 383 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 2,603 | 377 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waldron Private Wealth LLC | History | No change | 2,578 | 373 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kovack Advisors, Inc. | History | No change | 2,569 | 373 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 2,516 | 364 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,455 | 355 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,414 | 349 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 2,415 | 349 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 2,392 | 346 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| REYL & Cie S.A. | History | No change | 2,755 | 333 | 0.38% | 0.38% | 104 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 2,204 | 319 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 2,188 | 316 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 2,144 | 310 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 2,058 | 298 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 2,062 | 298 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 2,052 | 297 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairscale Capital, LLC | History | No change | 2,055 | 297 | 0.18% | 0.18% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 2,025 | 293 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 2,422 | 293 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 2,000 | 289 | 0.17% | 0.17% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 1,975 | 286 | 0.15% | 0.15% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,917 | 277 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 1,904 | 275 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,887 | 273 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 1,859 | 269 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 1,775 | 257 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,720 | 249 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,682 | 243 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Certified Advisory Corp | History | No change | 1,676 | 242 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| W ADVISORS, LLC | History | No change | 1,658 | 240 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 1,649 | 238 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,633 | 236 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,571 | 227 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 1,567 | 226 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,553 | 224 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,529 | 221 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ignite Planners, LLC | History | No change | 1,495 | 216 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 1,404 | 203 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,145 | 165 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,086 | 157 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Perspectives, Inc | History | No change | 1,048 | 151 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 975 | 141 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mosley Wealth Management | History | No change | 967 | 140 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 832 | 120 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 822 | 119 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 770 | 111 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 694 | 100 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 96,392 | 96 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 662 | 95 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 644 | 93 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 593 | 85 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 503 | 80 | 0.0% | 0.0% | 147 | -183 | -26.68% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 559 | 80 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 466 | 67 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 458 | 65 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 445 | 64 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 430 | 62 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BlackRock, Inc. | History | No change | 426 | 61 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crews Bank & Trust | History | No change | 400 | 57 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 369 | 53 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOKF, NA | History | No change | 341 | 49 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 329 | 47 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 300 | 43 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bleichroeder LP | History | No change | 300 | 43 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Investment Management | History | No change | 300 | 43 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 280 | 40 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 251 | 36 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 246 | 35 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 215 | 31 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 189 | 27 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 189 | 27 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 187 | 27 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 180 | 26 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vision Retirement, LLC | History | No change | 166 | 24 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 150 | 21 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 142 | 20 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 136 | 19 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 135 | 19 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 125 | 18 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 129 | 18 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 127 | 18 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 121 | 17 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 123 | 17 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 118 | 17 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 122 | 17 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Advisors | History | No change | 113 | 16 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 101 | 16 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 95 | 15 | 0.0% | 0.0% | 184 | -449 | -82.54% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | No change | 109 | 15 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hartford Financial Management Inc. | History | No change | 104 | 15 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 100 | 14 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nemes Rush Group LLC | History | No change | 103 | 14 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 84 | 12 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 87 | 12 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sachetta, LLC | History | No change | 85 | 12 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighMark Wealth Management LLC | History | No change | 78 | 11 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 81 | 11 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Community Financial Services Group, LLC | History | No change | 70 | 10 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Larson Financial Group LLC | History | No change | 64 | 9 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 58 | 8 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 50 | 7 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Trust Asset Management, LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RMG Wealth Management LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ares Financial Consulting, LLC | History | No change | 52 | 7 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 47 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GK Wealth Management LLC | History | New | 32 | 5 | 0.0% | — | 208 | +32 | New | Q3 2026 | Oct 09, 2026 |
| Ancora Advisors LLC | History | No change | 38 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 37 | 5 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCF Advisors LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 35 | 5 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 40 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 25 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concord Wealth Partners | History | No change | 21 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Activest Wealth Management | History | No change | 26 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 24 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bullock Wealth Management Group | History | No change | 14 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| CDKV HOLDINGS LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | No change | 7 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 7 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 10 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Front Row Advisors LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 10 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Decker Retirement Planning Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPL Wealth Management, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 10 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harborfront Financial Group LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Central Pacific Bank - Trust Division | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Biltmore Family Office, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Go Invest LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |