GraniteShares Gold Trust - BAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | History | No change | 2,151,643 | 99,255 | 2.88% | 2.88% | 1 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,464,379 | 97,416 | 0.01% | 0.01% | 2 | -52,969 | -2.1% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 1,069,738 | 42,287 | 0.02% | — | 3 | +1,069,738 | New | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 702,594 | 27,773 | 0.0% | 0.01% | 4 | +10,545 | 1.52% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Added to | 692,247 | 27,364 | 0.01% | 0.01% | 5 | +37,125 | 5.67% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 633,252 | 25,032 | 0.01% | 0.01% | 6 | +3,025 | 0.48% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 579,180 | 22,895 | 0.0% | 0.0% | 7 | +6,159 | 1.07% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 452,642 | 17,892 | 1.36% | 1.67% | 8 | +21,955 | 5.1% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 451,588 | 17,851 | 0.03% | 0.04% | 9 | -8,064 | -1.75% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 408,474 | 16,147 | 1.85% | 2.39% | 10 | +1,002 | 0.25% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Added to | 308,814 | 12,207 | 0.01% | 0.01% | 11 | +7,330 | 2.43% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 303,000 | 11,977 | 0.72% | 1.06% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 300,563 | 11,881 | 0.02% | 0.03% | 13 | +69,185 | 29.9% | Q2 2026 | Aug 07, 2026 |
| ALM First Financial Advisors, LLC | History | Added to | 281,590 | 11,131 | 1.88% | 1.29% | 14 | +48,237 | 20.67% | Q2 2026 | Jul 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 269,458 | 10,651 | 0.01% | 0.02% | 15 | -7,764 | -2.8% | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | Added to | 250,000 | 9,882 | 0.96% | 1.21% | 16 | +5,350 | 2.19% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | Added to | 218,453 | 8,635 | 0.06% | 0.01% | 17 | +212,388 | 3501.86% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 216,245 | 8,548 | 0.33% | 0.89% | 18 | -219,320 | -50.35% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 211,478 | 8,359 | 0.61% | 1.81% | 19 | -226,513 | -51.72% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | Added to | 206,312 | 8,155 | 1.32% | 1.66% | 20 | +13,400 | 6.95% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 187,913 | 7,428 | 0.01% | 0.01% | 21 | +20,954 | 12.55% | Q2 2026 | Aug 12, 2026 |
| a16z Perennial Management, L.P. | History | New | 181,946 | 7,192 | 0.58% | — | 22 | +181,946 | New | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 155,792 | 6,158 | 0.0% | 0.0% | 23 | -15,492 | -9.04% | Q2 2026 | Aug 14, 2026 |
| Brendel Financial Advisors LLC | History | No change | 146,753 | 5,801 | 2.69% | 3.35% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 133,340 | 5,270 | 0.01% | 0.01% | 25 | -7,299 | -5.19% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 126,498 | 5,000 | 0.24% | 0.5% | 26 | -82,187 | -39.38% | Q2 2026 | Jul 23, 2026 |
| FSA Investment Group, LLC | History | Added to | 124,487 | 4,920 | 1.6% | 1.72% | 27 | +31,878 | 34.42% | Q2 2026 | Jul 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 106,324 | 4,904 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ETF Store, Inc. | History | Added to | 118,926 | 4,701 | 3.93% | 5.2% | 29 | +3,250 | 2.81% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 114,576 | 4,529 | 0.02% | 0.03% | 30 | -3,842 | -3.24% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 104,866 | 4,145 | 0.01% | 0.01% | 31 | +840 | 0.81% | Q2 2026 | Jul 29, 2026 |
| Empowered Funds, LLC | History | Reduced | 96,550 | 3,816 | 0.02% | 0.07% | 32 | -129,111 | -57.21% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 92,517 | 3,657 | 0.4% | 1.55% | 33 | -139,240 | -60.08% | Q2 2026 | Aug 06, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 89,915 | 3,554 | 3.15% | 3.36% | 34 | -3,969 | -4.23% | Q2 2026 | Jul 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 70,950 | 3,272 | 0.54% | 0.54% | 35 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 80,126 | 3,167 | 0.13% | — | 36 | +80,126 | New | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | New | 78,651 | 3,109 | 0.1% | — | 37 | +78,651 | New | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 78,194 | 3,091 | 0.01% | 0.0% | 38 | +71,138 | 1008.19% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 76,224 | 3,013 | 0.01% | 0.01% | 39 | +25,745 | 51.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 75,717 | 2,993 | 0.0% | 0.01% | 40 | -872 | -1.14% | Q2 2026 | Aug 19, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 73,413 | 2,908 | 0.35% | — | 41 | +73,413 | New | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 70,810 | 2,799 | 0.09% | 0.12% | 42 | +153 | 0.22% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | Reduced | 68,690 | 2,715 | 0.0% | 0.0% | 43 | -226 | -0.33% | Q2 2026 | Aug 13, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 65,919 | 2,605 | 1.03% | 1.32% | 44 | +119 | 0.18% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | Added to | 65,599 | 2,593 | 0.01% | 0.01% | 45 | +6,959 | 11.87% | Q2 2026 | Aug 03, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 54,893 | 2,169 | 0.11% | 0.7% | 46 | -217,908 | -79.88% | Q2 2026 | Aug 14, 2026 |
| GC Wealth Management RIA, LLC | History | New | 53,893 | 2,130 | 0.12% | — | 47 | +53,893 | New | Q2 2026 | Jul 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 53,544 | 2,117 | 0.0% | 0.01% | 48 | -4,079 | -7.08% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 50,722 | 2,005 | 0.0% | 0.0% | 49 | -8,439 | -14.26% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 44,892 | 1,774 | 0.03% | 0.05% | 50 | +827 | 1.88% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 44,781 | 1,770 | 0.02% | 0.02% | 51 | +1,195 | 2.74% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 43,867 | 1,734 | 0.11% | 0.15% | 52 | -932 | -2.08% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 43,313 | 1,712 | 0.0% | 0.0% | 53 | -7,287 | -14.4% | Q2 2026 | Aug 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 41,045 | 1,632 | 0.19% | 0.23% | 54 | +600 | 1.48% | Q2 2026 | Jul 07, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 41,244 | 1,630 | 0.06% | 0.08% | 55 | +1,643 | 4.15% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 39,327 | 1,554 | 0.0% | 0.0% | 56 | +10,015 | 34.17% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 35,974 | 1,422 | 0.0% | — | 57 | +35,974 | New | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 35,821 | 1,416 | 0.01% | 0.01% | 58 | +620 | 1.76% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 35,661 | 1,409 | 0.0% | 0.0% | 59 | +26,728 | 299.21% | Q2 2026 | Aug 06, 2026 |
| BKM Wealth Management, LLC | History | Added to | 34,540 | 1,365 | 0.48% | 0.48% | 60 | +6,042 | 21.2% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 33,002 | 1,304 | 0.01% | 0.01% | 61 | -890 | -2.63% | Q2 2026 | Aug 12, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 32,937 | 1,302 | 0.96% | 1.14% | 62 | +710 | 2.2% | Q2 2026 | Aug 04, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 32,231 | 1,274 | 0.62% | 0.84% | 63 | -380 | -1.17% | Q2 2026 | Aug 10, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 31,168 | 1,232 | 0.56% | 0.7% | 64 | -63 | -0.2% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 29,857 | 1,180 | 0.0% | 0.0% | 65 | -664 | -2.18% | Q2 2026 | Aug 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 29,305 | 1,158 | 0.15% | 0.15% | 66 | +7,161 | 32.34% | Q2 2026 | Aug 05, 2026 |
| Capital Advisor Network LLC | History | Reduced | 29,193 | 1,153 | 1.44% | 3.93% | 67 | -31,700 | -52.06% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | Added to | 28,692 | 1,134 | 0.13% | 0.17% | 68 | +147 | 0.51% | Q2 2026 | Jul 15, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 27,979 | 1,106 | 0.41% | 0.53% | 69 | -890 | -3.08% | Q2 2026 | Jul 22, 2026 |
| Leo Wealth, LLC | History | No change | 23,929 | 1,103 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 27,713 | 1,095 | 0.0% | 0.0% | 71 | +204 | 0.74% | Q2 2026 | Aug 13, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | Reduced | 27,171 | 1,074 | 0.79% | 1.22% | 72 | -483 | -1.75% | Q2 2026 | Aug 07, 2026 |
| EQ LLC | History | Added to | 26,868 | 1,062 | 0.26% | 0.34% | 73 | +392 | 1.48% | Q2 2026 | Jul 23, 2026 |
| DMC Group, LLC | History | Added to | 25,786 | 1,019 | 0.7% | 0.76% | 74 | +1,321 | 5.4% | Q2 2026 | Jul 28, 2026 |
| CHOREO, LLC | History | Added to | 25,095 | 992 | 0.01% | 0.01% | 75 | +4,192 | 20.05% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,442 | 926 | 0.0% | 0.0% | 76 | +2,027 | 9.47% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 21,597 | 853 | 0.01% | 0.01% | 77 | +4,062 | 23.17% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,581 | 774 | 0.01% | 0.02% | 78 | -27,410 | -58.33% | Q2 2026 | Jul 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 15,784 | 728 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 17,792 | 703 | 0.04% | 0.04% | 80 | +4,393 | 32.79% | Q2 2026 | Jul 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 17,764 | 702 | 0.02% | 0.03% | 81 | -500 | -2.74% | Q2 2026 | Jul 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,062 | 674 | 0.0% | 0.0% | 82 | -2,208 | -11.46% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 17,024 | 672 | 0.0% | 0.0% | 83 | +248 | 1.48% | Q2 2026 | Aug 27, 2026 |
| Tactive Advisors, LLC | History | Reduced | 16,152 | 638 | 0.16% | 0.21% | 84 | -48 | -0.3% | Q2 2026 | Jul 08, 2026 |
| OneDigital Investment Advisors LLC | History | New | 15,513 | 613 | 0.01% | — | 85 | +15,513 | New | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,398 | 608 | 0.0% | 0.0% | 86 | +7 | 0.05% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,232 | 602 | 0.01% | 0.02% | 87 | -4,088 | -21.16% | Q2 2026 | Jul 31, 2026 |
| Essex Financial Services, Inc. | History | No change | 15,011 | 593 | 0.03% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 14,636 | 578 | 0.16% | 0.22% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 14,241 | 562 | 0.16% | 0.23% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 14,210 | 561 | 0.07% | 0.11% | 91 | -435 | -2.97% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | Reduced | 13,691 | 541 | 0.0% | 0.0% | 92 | -100 | -0.73% | Q2 2026 | Aug 14, 2026 |
| Crew Capital Management, Ltd | History | Added to | 13,346 | 527 | 0.29% | 0.41% | 93 | +39 | 0.29% | Q2 2026 | Aug 03, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 13,257 | 524 | 0.24% | 0.29% | 94 | +1,573 | 13.46% | Q2 2026 | Aug 14, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 13,220 | 522 | 0.27% | 0.36% | 95 | -330 | -2.44% | Q2 2026 | Jul 09, 2026 |
| PATRON PARTNERS, LLC | History | No change | 13,166 | 520 | 0.2% | 0.27% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evanson Asset Management, LLC | History | No change | 11,083 | 511 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 12,767 | 510 | 0.11% | 0.12% | 98 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,706 | 502 | 0.01% | 0.01% | 99 | -609 | -4.57% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 12,355 | 488 | 0.0% | — | 100 | +12,355 | New | Q2 2026 | Aug 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 12,094 | 478 | 0.16% | 0.21% | 101 | -2,595 | -17.67% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 12,011 | 474 | 0.0% | 0.0% | 102 | -4,853 | -28.78% | Q2 2026 | Aug 13, 2026 |
| CLG LLC | History | No change | 12,000 | 474 | 0.1% | 0.14% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,470 | 453 | 0.0% | 0.0% | 104 | +1,133 | 10.96% | Q2 2026 | Aug 05, 2026 |
| Beacon Financial Advisory LLC | History | No change | 11,432 | 451 | 0.09% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portfolio Strategies, Inc. | History | No change | 11,123 | 439 | 0.04% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evanson Financial, LLC | History | New | 11,083 | 438 | 0.02% | — | 108 | +11,083 | New | Q2 2026 | Jul 07, 2026 |
| IPG Investment Advisors LLC | History | No change | 11,100 | 438 | 0.06% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 11,031 | 436 | 0.04% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 10,905 | 431 | 0.03% | 0.04% | 110 | +17 | 0.16% | Q2 2026 | Aug 17, 2026 |
| MAI Capital Management | History | New | 10,612 | 419 | 0.0% | — | 111 | +10,612 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 8,626 | 397 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 9,465 | 374 | 0.21% | 0.28% | 113 | +400 | 4.41% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | New | 9,113 | 360 | 0.01% | — | 114 | +9,113 | New | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 9,101 | 359 | 0.05% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,866 | 358 | 0.0% | 0.0% | 116 | +230 | 2.66% | Q2 2026 | Jul 15, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 8,905 | 352 | 0.27% | 0.36% | 117 | -48 | -0.54% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 8,695 | 343 | 0.01% | — | 119 | +8,695 | New | Q2 2026 | Jul 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 8,687 | 343 | 0.09% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 8,610 | 340 | 0.01% | 0.01% | 120 | -1,145 | -11.74% | Q2 2026 | Jul 09, 2026 |
| Savant Capital, LLC | History | Reduced | 8,569 | 338 | 0.0% | 0.0% | 121 | -297 | -3.35% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,366 | 330 | 0.0% | 0.0% | 122 | -30,413 | -78.43% | Q2 2026 | Sep 02, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 8,300 | 328 | 0.02% | 0.02% | 123 | +3,300 | 66.0% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,113 | 321 | 0.01% | 0.01% | 124 | -54 | -0.66% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,019 | 316 | 0.0% | 0.0% | 125 | -522 | -6.11% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,896 | 312 | 0.0% | 0.0% | 126 | -816 | -9.37% | Q2 2026 | Jul 28, 2026 |
| Visionary Wealth Advisors | History | No change | 7,863 | 310 | 0.01% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,774 | 307 | 0.0% | 0.0% | 128 | -303 | -3.75% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,302 | 288 | 0.0% | 0.0% | 129 | -105 | -1.42% | Q2 2026 | Aug 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 7,152 | 282 | 0.03% | 0.04% | 130 | -700 | -8.91% | Q2 2026 | Jul 16, 2026 |
| World Investment Advisors | History | Reduced | 6,100 | 280 | 0.0% | 0.0% | 131 | -112 | -1.8% | Q2 2026 | Aug 13, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 6,979 | 277 | 0.05% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 5,869 | 270 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 5,446 | 251 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Veltria Advisors Corp. | History | No change | 6,327 | 250 | 0.38% | 0.94% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 6,257 | 247 | 0.11% | 0.16% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 6,121 | 241 | 0.01% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | New | 5,832 | 239 | 0.01% | — | 138 | +5,832 | New | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,979 | 236 | 0.01% | 0.02% | 139 | +155 | 2.66% | Q2 2026 | Jul 14, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 5,851 | 235 | 0.04% | 0.04% | 140 | +1,226 | 26.51% | Q2 2026 | Aug 10, 2026 |
| Thrive Capital Management, LLC | History | Added to | 5,938 | 234 | 0.04% | 0.05% | 141 | +1,128 | 23.45% | Q2 2026 | Aug 05, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 5,885 | 232 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | New | 5,866 | 231 | 0.0% | — | 143 | +5,866 | New | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 5,805 | 229 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 5,765 | 227 | 0.0% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RS CRUM INC. | History | No change | 5,740 | 226 | 0.04% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Curran Financial Partners, LLC | History | New | 5,674 | 224 | 0.03% | — | 147 | +5,674 | New | Q2 2026 | Aug 12, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 5,589 | 220 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WHITTIER TRUST CO | History | No change | 5,340 | 218 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | Reduced | 5,139 | 203 | 0.01% | 0.05% | 150 | -15,513 | -75.12% | Q2 2026 | Jul 16, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 4,401 | 173 | 0.1% | 0.24% | 151 | -2,057 | -31.85% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,042 | 159 | 0.0% | 0.0% | 152 | -80 | -1.94% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 3,213 | 127 | 0.0% | 0.0% | 153 | +124 | 4.01% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,637 | 64 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,317 | 53 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifeSteps Financial, Inc. | History | New | 1,320 | 52 | 0.02% | — | 156 | +1,320 | New | Q2 2026 | Jul 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,287 | 50 | 0.0% | 0.0% | 157 | +41 | 3.29% | Q2 2026 | Jul 06, 2026 |
| Clearstead Advisors, LLC | History | New | 1,184 | 46 | 0.0% | — | 158 | +1,184 | New | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 1,045 | 41 | 0.0% | — | 159 | +1,045 | New | Q2 2026 | Aug 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 990 | 39 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 923 | 36 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 577 | 22 | 0.0% | 0.0% | 162 | +197 | 51.84% | Q2 2026 | Jul 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 489 | 19 | 0.0% | — | 164 | +489 | New | Q2 2026 | Jul 22, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 485 | 19 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SouthState Bank Corp | History | No change | 464 | 18 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 419 | 16 | 0.0% | 0.0% | 166 | +4 | 0.96% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | Reduced | 318 | 12 | 0.0% | 0.0% | 167 | -26 | -7.56% | Q2 2026 | Jul 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 278 | 10 | 0.0% | 0.0% | 168 | -203 | -42.2% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 230 | 9 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 221 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 185 | 7 | 0.0% | — | 171 | +185 | New | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 174 | 6 | 0.0% | — | 172 | +174 | New | Q2 2026 | Jul 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 115 | 4 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DecisionPoint Financial, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 68 | 2 | 0.0% | 0.0% | 176 | -3 | -4.23% | Q2 2026 | Jul 23, 2026 |
| Roble, Belko & Company, Inc | History | No change | 50 | 2 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 41 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -79,445 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -68,716 | -100.0% | Q2 2026 | Aug 06, 2026 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.14% | — | -32,853 | -100.0% | Q2 2026 | Jul 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,400 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.7% | — | -14,351 | -100.0% | Q2 2026 | Jul 06, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,612 | -100.0% | Q2 2026 | Aug 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,404 | -100.0% | Q2 2026 | Aug 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -5,313 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,150 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Fairvoy Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,952 | -100.0% | Q2 2026 | Jul 17, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | Closed out | 0 | 0 | — | 0.19% | — | -4,926 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Marathon Strategic Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,613 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,835 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -575 | -100.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q2 2026 | Aug 07, 2026 |