PROSHARES TRUST - BITO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Acorns Advisers, LLC | History | No change | 9,189,016 | 73,328 | 0.48% | 0.48% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,155,590 | 17,201 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,362,919 | 10,876 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,302,798 | 10,396 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 1,281,050 | 10,222 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 796,502 | 6,356 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fielder Capital Group LLC | History | No change | 626,960 | 5,003 | 1.08% | 1.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidal Investments LLC | History | No change | 605,000 | 4,821 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 596,973 | 4,763 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 542,268 | 4,327 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 511,882 | 4,084 | 0.7% | 0.7% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | No change | 421,623 | 3,364 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Realta Investment Advisors | History | No change | 310,356 | 2,476 | 0.77% | 0.77% | 13 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Walleye Trading LLC | History | No change | 279,423 | 2,229 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Faithward Advisors, LLC | History | No change | 262,447 | 2,094 | 0.26% | 0.26% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 220,921 | 1,762 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| StoneX Group Inc. | History | No change | 138,679 | 1,387 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 150,017 | 1,197 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 132,758 | 1,059 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 130,791 | 1,043 | 0.43% | 0.43% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 122,082 | 974 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 101,219 | 807 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 100,460 | 801 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 98,190 | 783 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS | History | No change | 97,201 | 775 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 90,959 | 725 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 84,932 | 677 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 70,102 | 559 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 67,454 | 538 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 64,071 | 511 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 63,427 | 506 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Wealth Network Inc. | History | No change | 51,427 | 410 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 46,650 | 372 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | No change | 46,287 | 369 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 45,000 | 359 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | No change | 43,518 | 347 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 43,387 | 346 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 40,637 | 324 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Financial Management, LP | History | No change | 40,496 | 323 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 39,015 | 311 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 36,796 | 293 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 35,719 | 285 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 32,983 | 263 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 32,351 | 258 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 30,910 | 246 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Nebraska | History | No change | 30,590 | 244 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthspire Advisors, LLC | History | No change | 30,157 | 240 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Planning Navigators CORP | History | No change | 29,810 | 237 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 25,882 | 207 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 25,161 | 201 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 24,303 | 194 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 24,400 | 194 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 23,238 | 185 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 22,443 | 179 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 22,112 | 176 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 21,985 | 175 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CPA Asset Management Group, LLC | History | No change | 21,828 | 174 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Marathon Trading Investment Management LLC | History | No change | 21,502 | 171 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 21,379 | 170 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 18,365 | 170 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 21,055 | 168 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 21,039 | 167 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kings Path Partners LLC | History | No change | 20,000 | 159 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 19,114 | 152 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 18,865 | 150 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,664 | 148 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 17,668 | 140 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 16,495 | 131 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 15,762 | 125 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TORONTO DOMINION BANK | History | No change | 15,000 | 120 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 15,116 | 120 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 14,737 | 117 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 14,677 | 117 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 14,214 | 113 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meridian Wealth Management, LLC | History | No change | 13,655 | 108 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 12,712 | 101 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Proficio Capital Partners LLC | History | No change | 12,530 | 99 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,158 | 97 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,922 | 95 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 11,582 | 92 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 11,600 | 92 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,545 | 92 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clare Market Investments LLC | History | No change | 11,650 | 92 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,344 | 90 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 11,400 | 90 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 10,867 | 86 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 10,428 | 83 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,431 | 83 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 10,118 | 80 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,097 | 80 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 9,867 | 78 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 9,409 | 75 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 9,201 | 73 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 8,667 | 69 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 8,400 | 67 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Leo H. Evart, Inc. | History | No change | 8,418 | 67 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Triumph Capital Management | History | No change | 7,447 | 59 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,390 | 58 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 5,814 | 46 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,310 | 42 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,167 | 41 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 5,200 | 41 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,801 | 30 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,749 | 29 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 3,113 | 24 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forum Finance Group S.A. | History | No change | 3,795 | 24 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,658 | 21 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 2,751 | 21 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,438 | 19 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | No change | 2,400 | 19 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2,495 | 19 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| LGT Financial Advisors LLC | History | No change | 2,378 | 18 | 0.1% | 0.1% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,248 | 17 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 2,059 | 16 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NBT BANK, N.A. | History | No change | 1,818 | 14 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,678 | 13 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BOKF, NA | History | No change | 1,534 | 12 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 1,516 | 12 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Copia Wealth Management | History | No change | 1,623 | 12 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,462 | 11 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,489 | 11 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1,498 | 11 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,378 | 10 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Go Invest LLC | History | No change | 1,285 | 10 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,225 | 9 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,020 | 8 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Perkins Coie Trust Co | History | No change | 1,000 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CX Institutional | History | Reduced | 554 | 6 | 0.0% | 0.0% | 129 | -609 | -52.36% | Q3 2026 | Oct 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 818 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Life Planners | History | No change | 812 | 6 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 680 | 5 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 676 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacies Wealth LLC | History | No change | 750 | 5 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 700 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 632 | 5 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 714 | 5 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Merrithew & Thorsten Inc | History | No change | 710 | 5 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 516 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 578 | 4 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Noble Wealth Management PBC | History | Added to | 319 | 3 | 0.0% | 0.0% | 145 | +1 | 0.31% | Q3 2026 | Oct 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 443 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 401 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 476 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 404 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | History | No change | 447 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 337 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trust Co | History | No change | 328 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 250 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 333 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 201 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 217 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 230 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 199 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 145 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 197 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 175 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 214 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 139 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 223 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 206 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Key Capital Management, INC | History | No change | 200 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 250 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 110 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Heritage Wealth Advisors | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hurley Capital, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeSteps Financial, Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caitlin John, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LRI Investments, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kilter Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Miller Global Investments, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Benson Wealth Management INC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |