abrdn ETFs - BCI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 17,458,091 | 390,013 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Metis Global Partners, LLC | History | No change | 13,673,094 | 305,456 | 6.93% | 6.93% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,197,428 | 227,811 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,524,311 | 101,073 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,989,336 | 89,121 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abundance Wealth Counselors | History | No change | 3,068,432 | 68,548 | 4.45% | 4.45% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 2,356,178 | 52,637 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEPC LLC | History | No change | 2,308,438 | 51,570 | 0.96% | 0.96% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,971,939 | 44,053 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 1,858,368 | 41,515 | 0.22% | 0.22% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,383,073 | 30,897 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 938,100 | 20,957 | 0.83% | 0.83% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Payne Capital Management, LLC | History | No change | 934,217 | 20,870 | 5.56% | 5.56% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial & Tax Architects, LLC | History | No change | 917,652 | 20,500 | 4.32% | 4.32% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 892,770 | 19,944 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LTS Liquid Investments LLC | History | No change | 810,918 | 18,115 | 9.69% | 9.69% | 16 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | No change | 731,584 | 16,343 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 655,516 | 14,644 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 604,377 | 13,501 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 570,658 | 12,748 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 559,713 | 12,503 | 0.27% | 0.27% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 540,495 | 12,074 | 1.09% | 1.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bangor Savings Bank | History | No change | 500,930 | 11,190 | 0.82% | 0.82% | 23 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Disciplina Capital Management LLC | History | No change | 494,619 | 11,049 | 1.14% | 1.14% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chandler Asset Management, Inc. | History | No change | 414,175 | 9,252 | 1.3% | 1.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 413,098 | 9,228 | 4.63% | 4.63% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 412,183 | 9,208 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RS CRUM INC. | History | No change | 411,352 | 9,189 | 1.72% | 1.72% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 407,498 | 9,103 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 359,032 | 8,020 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 355,096 | 7,932 | 4.4% | 4.4% | 31 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avestar Capital, LLC | History | No change | 349,204 | 7,801 | 0.44% | 0.44% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 310,782 | 7,573 | 0.4% | 0.4% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 338,942 | 7,571 | 0.28% | 0.28% | 34 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investment Research Partners LLC | History | No change | 338,083 | 7,552 | 2.56% | 2.56% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 333,550 | 7,451 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 297,857 | 7,124 | 0.81% | 0.81% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 294,547 | 6,580 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 268,730 | 6,527 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTREET CAPITAL ADVISORS LLC | History | No change | 289,606 | 6,469 | 4.21% | 4.21% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accordant Advisory Group Inc | History | No change | 273,752 | 6,115 | 4.12% | 4.12% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 262,491 | 5,864 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| S. R. Schill & Associates | History | No change | 238,394 | 5,325 | 3.21% | 3.21% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 230,648 | 5,152 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plan A Wealth LLC | History | No change | 215,854 | 4,822 | 2.05% | 2.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 208,595 | 4,660 | 0.22% | 0.22% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 206,367 | 4,610 | 0.09% | 0.09% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 183,884 | 4,107 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 158,262 | 4,094 | 0.35% | 0.32% | 49 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 164,987 | 3,685 | 0.4% | 0.4% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SigFig Wealth Management, LLC | History | No change | 155,594 | 3,444 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MCF Advisors LLC | History | No change | 153,970 | 3,439 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 144,966 | 3,238 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aldebaran Capital, LLC | History | No change | 141,576 | 3,162 | 2.38% | 2.38% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 133,618 | 2,985 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTED ADVISORS | History | No change | 124,050 | 2,771 | 2.45% | 2.45% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 123,649 | 2,762 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 120,751 | 2,697 | 1.22% | 1.22% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 119,880 | 2,678 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 114,774 | 2,638 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 117,743 | 2,630 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Avail Investment Partners, LLC | History | No change | 110,511 | 2,468 | 1.9% | 1.9% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AlphaCore Capital LLC | History | No change | 110,314 | 2,464 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 109,976 | 2,456 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Manske Wealth Management | History | No change | 107,600 | 2,403 | 0.6% | 0.6% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Csenge Advisory Group | History | No change | 103,800 | 2,318 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| K2 Financial Inc. | History | No change | 100,482 | 2,283 | 1.61% | 1.61% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apella Capital, LLC | History | No change | 92,067 | 2,111 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HighTower Advisors, LLC | History | No change | 89,079 | 1,990 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 86,644 | 1,935 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 82,145 | 1,835 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Retirement & Wealth, LLC | History | No change | 82,126 | 1,834 | 1.27% | 1.27% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 79,362 | 1,772 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Family Offices, LLP | History | No change | 77,454 | 1,730 | 0.67% | 0.67% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 77,454 | 1,730 | 0.67% | 0.67% | 75 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 74,880 | 1,672 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ramiah Investment Group | History | No change | 72,946 | 1,629 | 1.24% | 1.24% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 68,867 | 1,538 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 66,116 | 1,477 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 65,485 | 1,463 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 64,773 | 1,447 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 63,337 | 1,414 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 60,805 | 1,358 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 60,724 | 1,356 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 58,964 | 1,317 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 55,056 | 1,229 | 0.77% | 0.77% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 53,048 | 1,185 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 52,272 | 1,167 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 52,022 | 1,162 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 50,594 | 1,130 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 48,531 | 1,112 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boston Standard Wealth Management, LLC | History | No change | 46,616 | 1,037 | 0.15% | 0.15% | 92 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 45,126 | 1,008 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CreativeOne Wealth, LLC | History | No change | 44,047 | 984 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 43,649 | 975 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 41,742 | 932 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 39,732 | 887 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 39,476 | 881 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 38,696 | 864 | 0.36% | 0.36% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 37,931 | 847 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 37,432 | 839 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 36,322 | 811 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 34,141 | 796 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | No change | 31,582 | 758 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vident Advisory, LLC | History | No change | 33,236 | 742 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 32,841 | 733 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 32,921 | 731 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 31,414 | 701 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 30,040 | 671 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 29,198 | 652 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Asset Management Co Inc | History | No change | 29,020 | 648 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 27,642 | 617 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | No change | 27,642 | 617 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hopwood Nicholas Hunter | History | No change | 27,019 | 603 | 0.17% | 0.17% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 26,531 | 592 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GWN SECURITIES INC. | History | No change | 24,557 | 548 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 24,100 | 538 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 23,956 | 531 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 22,695 | 507 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | No change | 22,734 | 507 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aspen Investment Management Inc | History | No change | 22,047 | 493 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 21,471 | 479 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 21,385 | 479 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 21,407 | 478 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Advisor Group, LLC | History | No change | 21,209 | 473 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mutual Advisors, LLC | History | No change | 20,656 | 461 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 20,184 | 450 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | No change | 19,371 | 432 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aprio Wealth Management, LLC | History | No change | 19,285 | 430 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | No change | 16,164 | 393 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stewardship Advisors, LLC | History | No change | 17,296 | 386 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 16,835 | 376 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 16,710 | 373 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 16,684 | 372 | 0.17% | 0.17% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 16,381 | 366 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TORONTO DOMINION BANK | History | No change | 16,357 | 365 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 15,989 | 357 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 15,808 | 353 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 15,539 | 347 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,351 | 342 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ancora Advisors LLC | History | No change | 14,700 | 328 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,587 | 325 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Solutions Group, LLC | History | No change | 14,588 | 325 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 12,637 | 310 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 13,607 | 303 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 13,591 | 303 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,562 | 302 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 12,757 | 284 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Wealth Network Inc. | History | No change | 12,624 | 282 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 12,155 | 271 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,105 | 270 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Qube Research & Technologies Ltd | History | No change | 12,099 | 270 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 12,067 | 269 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 11,845 | 264 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 11,836 | 264 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,545 | 257 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,490 | 256 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lynx Investment Advisory | History | No change | 11,377 | 254 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 10,884 | 243 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lido Advisors, LLC | History | No change | 9,641 | 215 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 9,560 | 213 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONECO ADVISORS, LLC | History | No change | 9,232 | 206 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 8,565 | 191 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 8,505 | 190 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,320 | 141 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | No change | 6,028 | 134 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,770 | 128 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BAYBAN | History | No change | 5,300 | 118 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WPG Advisers, LLC | History | No change | 5,043 | 112 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MTM Investment Management, LLC | History | No change | 4,980 | 111 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,786 | 106 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 4,325 | 96 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,290 | 95 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3,378 | 75 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,798 | 62 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,514 | 56 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rossby Financial, LCC | History | No change | 1,673 | 37 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,415 | 31 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | No change | 1,136 | 25 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 1,080 | 24 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pacifica Partners Inc. | History | No change | 1,096 | 24 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | No change | 918 | 20 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Investment Management, LLC | History | No change | 847 | 20 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 815 | 18 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 850 | 18 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Daytona Street Capital LLC | History | No change | 730 | 16 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TOP Private Wealth LLC. | History | No change | 718 | 16 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 606 | 13 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 433 | 9 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 402 | 8 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 353 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 300 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | No change | 295 | 6 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| ASSETMARK, INC | History | No change | 298 | 6 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 287 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 266 | 5 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 199 | 4 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 200 | 4 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 185 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 150 | 3 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 126 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 59 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NorthAvenue LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PlanVest Financial, Inc | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |