VanEck ETF Trust - BIZD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 10,327,075 | 130,740 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 8,539,758 | 108,113 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 3,893,116 | 49,320 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,848,569 | 48,722 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,861,929 | 36,232 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Generali Asset Management SPA SGR | History | No change | 2,200,000 | 27,852 | 0.5% | 0.5% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 1,907,532 | 24,149 | 0.35% | 0.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,425,744 | 18,049 | 0.22% | 0.22% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 1,245,846 | 15,772 | 1.06% | 1.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 1,204,459 | 15,248 | 6.7% | 6.7% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 1,033,780 | 13,087 | 0.96% | 0.96% | 11 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Caption Management, LLC | History | No change | 853,418 | 10,804 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 738,897 | 9,354 | 0.85% | 0.85% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centiva Capital, LP | History | No change | 734,500 | 9,298 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 643,796 | 8,150 | 0.61% | 0.61% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 544,936 | 6,899 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 543,391 | 6,879 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 491,164 | 6,218 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 476,152 | 6,028 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 463,773 | 5,871 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 458,287 | 5,801 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MGO ONE SEVEN LLC | History | No change | 457,091 | 5,786 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 441,761 | 5,592 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 441,601 | 5,590 | 1.15% | 1.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 430,954 | 5,455 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 426,511 | 5,399 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 421,475 | 5,335 | 0.89% | 0.89% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maia Wealth LLC | History | No change | 386,935 | 4,898 | 0.72% | 0.72% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop Holdings Inc. | History | No change | 376,719 | 4,769 | 0.37% | 0.37% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 330,887 | 4,189 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 329,400 | 4,170 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 319,095 | 4,039 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 312,400 | 3,955 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 289,124 | 3,660 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 286,357 | 3,625 | 0.62% | 0.62% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garner Asset Management Corp | History | No change | 280,004 | 3,553 | 1.15% | 1.15% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 274,631 | 3,476 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 272,505 | 3,449 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 263,632 | 3,337 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 256,723 | 3,250 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haven Private, LLC | History | No change | 246,918 | 3,125 | 1.19% | 1.19% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 243,900 | 3,087 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 237,446 | 3,006 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 234,146 | 2,964 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.Safra Asset Management Corp | History | No change | 231,406 | 2,929 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 230,555 | 2,919 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 229,246 | 2,902 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 221,304 | 2,801 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 216,774 | 2,744 | 0.86% | 0.86% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clarity Financial LLC | History | No change | 214,125 | 2,710 | 0.23% | 0.23% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 205,600 | 2,602 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 184,522 | 2,347 | 0.34% | 0.34% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Measured Risk Portfolios, Inc. | History | No change | 183,546 | 2,323 | 2.07% | 2.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 174,920 | 2,214 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Black Swift Group, LLC | History | No change | 174,697 | 2,211 | 0.32% | 0.32% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ferguson Shapiro LLC | History | No change | 174,640 | 2,210 | 0.65% | 0.65% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Alpha Wealth Funds, LLC | History | No change | 168,231 | 2,129 | 1.16% | 1.16% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 167,250 | 2,117 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 156,776 | 1,984 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 156,483 | 1,981 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 153,888 | 1,948 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 152,219 | 1,917 | 0.11% | 0.11% | 62 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 149,758 | 1,895 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 148,232 | 1,876 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 136,141 | 1,724 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 135,672 | 1,717 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 133,891 | 1,695 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 133,377 | 1,688 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 133,174 | 1,685 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 132,951 | 1,683 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 132,163 | 1,673 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paller Financial Services Inc | History | No change | 130,672 | 1,654 | 1.24% | 1.24% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 126,844 | 1,605 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 123,645 | 1,565 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Goldman & Co LP | History | No change | 122,550 | 1,551 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GFS Advisors, LLC | History | No change | 71,550 | 1,531 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 116,375 | 1,473 | 0.83% | 0.83% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 111,877 | 1,416 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | No change | 111,632 | 1,413 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 110,807 | 1,402 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 109,209 | 1,343 | 0.84% | 0.84% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUB Investment Partners, LLC | History | No change | 103,460 | 1,309 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 97,318 | 1,232 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 96,593 | 1,222 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 96,570 | 1,222 | 0.45% | 0.45% | 85 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 95,101 | 1,203 | 0.67% | 0.67% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 94,714 | 1,199 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 94,625 | 1,197 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 93,313 | 1,181 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 93,268 | 1,180 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 93,269 | 1,180 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 89,888 | 1,137 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 89,003 | 1,126 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 86,579 | 1,096 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 85,685 | 1,084 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 83,530 | 1,057 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 80,000 | 1,038 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | No change | 82,000 | 1,038 | 0.38% | 0.38% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jump Financial, LLC | History | No change | 78,300 | 991 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 76,820 | 972 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 76,064 | 962 | 0.2% | 0.2% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 75,031 | 960 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 75,705 | 958 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 75,481 | 955 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Advocates, LLC | History | No change | 72,020 | 911 | 0.78% | 0.78% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Advisory, LLC | History | No change | 68,800 | 871 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 66,229 | 838 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 65,210 | 825 | 0.26% | 0.26% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | No change | 64,987 | 822 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Advisors, LLC | History | No change | 64,619 | 810 | 0.93% | 0.93% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 63,629 | 805 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 62,809 | 795 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Adams Asset Advisors, LLC | History | No change | 62,579 | 792 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 61,986 | 784 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Grange Capital, LLC | History | No change | 61,445 | 777 | 0.72% | 0.72% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Estate Planners Group, LLC | History | No change | 55,810 | 706 | 0.32% | 0.32% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 54,895 | 694 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 52,824 | 668 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 52,394 | 663 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 52,358 | 662 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L & S Advisors Inc | History | No change | 51,638 | 653 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 51,507 | 652 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CreativeOne Wealth, LLC | History | No change | 47,647 | 603 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 47,600 | 602 | 0.33% | 0.33% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 47,472 | 600 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFO4Life Group, LLC | History | No change | 47,025 | 595 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 45,184 | 578 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 45,016 | 569 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 43,091 | 540 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 41,500 | 525 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 41,221 | 521 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 40,763 | 516 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 40,561 | 513 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 39,893 | 505 | 0.21% | 0.21% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Jefferies Financial Group Inc. | History | No change | 39,540 | 500 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fort Point Capital Partners LLC | History | No change | 39,283 | 497 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 38,924 | 492 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IMC-Chicago, LLC | History | No change | 38,177 | 483 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 36,416 | 461 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 34,544 | 437 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisors Asset Management, Inc. | History | No change | 34,440 | 436 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 34,380 | 435 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 33,943 | 429 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 33,814 | 428 | 0.17% | 0.17% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 33,583 | 425 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 32,600 | 412 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Johnson Financial Group, Inc. | History | No change | 32,500 | 411 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regatta Research & Money Management | History | No change | 31,707 | 401 | 0.38% | 0.38% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 31,498 | 398 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 30,959 | 391 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 29,794 | 377 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Larson Financial Group LLC | History | No change | 28,859 | 365 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genesis Financial Group, LLC | History | No change | 28,099 | 355 | 0.23% | 0.23% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 27,711 | 351 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Greenland Capital Management LP | History | No change | 27,800 | 351 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 27,023 | 342 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Visionary Wealth Advisors | History | No change | 26,958 | 341 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 26,699 | 338 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 26,559 | 336 | 0.14% | 0.14% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 26,503 | 335 | 0.25% | 0.25% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Texas Yale Capital Corp. | History | No change | 25,630 | 324 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 25,000 | 316 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 25,000 | 316 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Financial Advisory LLC | History | No change | 23,847 | 301 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 22,718 | 287 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Activest Wealth Management | History | No change | 22,562 | 285 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apeiron RIA LLC | History | No change | 22,056 | 279 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BARD ASSOCIATES INC | History | No change | 21,248 | 269 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 21,277 | 269 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HB Wealth Management, LLC | History | No change | 20,646 | 261 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 20,266 | 256 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 20,054 | 256 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crawford Fund Management, LLC | History | No change | 20,000 | 253 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morling Financial Advisors, LLC | History | No change | 19,421 | 245 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cascade Financial Partners, LLC | History | No change | 19,301 | 244 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 18,948 | 239 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Valtrion Capital Management, LLC | History | No change | 18,566 | 235 | 0.17% | 0.17% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 17,884 | 226 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,794 | 225 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 17,710 | 224 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trexquant Investment LP | History | No change | 17,292 | 218 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 16,875 | 213 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 16,695 | 211 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | No change | 16,008 | 202 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DKM Wealth Management, Inc. | History | No change | 15,900 | 201 | 0.13% | 0.13% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 15,812 | 200 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WNY Asset Management, LLC | History | No change | 15,424 | 195 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Betterment LLC | History | No change | 15,078 | 191 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 15,026 | 190 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First PREMIER Bank | History | No change | 14,847 | 188 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 14,895 | 188 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 14,584 | 184 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 14,177 | 179 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Wealth Strategies & Associates | History | No change | 13,541 | 174 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Hexagon Capital Partners LLC | History | No change | 13,396 | 169 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 13,338 | 168 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,098 | 165 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 12,497 | 158 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Waters Wealth Management | History | No change | 12,186 | 154 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| StoneX Group Inc. | History | No change | 11,710 | 153 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Advisor Group, LLC | History | No change | 12,160 | 153 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,055 | 152 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 11,976 | 151 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | No change | 11,553 | 146 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 11,456 | 145 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 11,500 | 145 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11,230 | 142 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | History | No change | 11,090 | 140 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 11,083 | 140 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 11,011 | 139 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 10,386 | 131 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 10,129 | 128 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Rothschild Wealth LLC | History | No change | 10,061 | 127 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 10,000 | 126 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Triumph Capital Management | History | No change | 8,396 | 106 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 7,839 | 99 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,502 | 82 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,500 | 82 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 6,465 | 81 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bellecapital International Ltd. | History | No change | 6,212 | 78 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,885 | 74 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 5,710 | 72 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Register Financial Advisors LLC | History | No change | 4,870 | 61 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 4,568 | 57 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EPG Wealth Management LLC | History | No change | 4,500 | 56 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 3,456 | 43 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 3,469 | 43 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Quantum Portfolio Management LLC | History | No change | 3,371 | 42 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 3,396 | 42 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,254 | 41 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOKF, NA | History | No change | 3,200 | 40 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 3,136 | 39 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 3,030 | 38 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,485 | 31 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,250 | 28 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NFSG Corp | History | No change | 2,126 | 26 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REXFORD CAPITAL INC | History | No change | 2,094 | 26 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,800 | 22 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,400 | 17 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,250 | 15 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,200 | 15 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Osbon Capital Management LLC | History | No change | 1,237 | 15 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,033 | 13 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,075 | 13 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | No change | 1,006 | 12 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aventura Private Wealth, LLC | History | No change | 970 | 12 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 917 | 11 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 649 | 8 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 640 | 8 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFS Partners, LLC | History | No change | 589 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 545 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Advisors | History | No change | 475 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 488 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kentucky Trust Co | History | No change | 500 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 398 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 372 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 289 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NVWM, LLC | History | No change | 197 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Whipplewood Advisors, LLC | History | No change | 205 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 176 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | No change | 93 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 151 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LifeSteps Financial, Inc. | History | No change | 100 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Planning Group LLC | History | No change | 130 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 145 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NBT BANK, N.A. | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Citizens National Bank Trust Department | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allied Private Wealth LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |