Invesco Exchange-Traded Fund Trust II - BKLN
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | History | No change | 29,741,229 | 605,828 | 0.12% | 0.12% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 16,947,406 | 345,218 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 14,170,000 | 288,642 | 0.58% | 0.58% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 14,054,834 | 286,296 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 12,439,577 | 253,394 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 10,656,143 | 217,065 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 10,223,166 | 208,245 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 10,000,000 | 203,700 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS | History | No change | 9,433,095 | 192,152 | 5.21% | 5.21% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 9,321,641 | 189,881 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Management Corp of Ontario | History | No change | 9,154,385 | 186,474 | 2.36% | 2.36% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,286,366 | 148,423 | 0.44% | 0.44% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,033,723 | 122,906 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,994,197 | 121,682 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,803,226 | 118,211 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 5,118,118 | 104,256 | 5.02% | 5.02% | 16 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,058,716 | 103,046 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 4,377,221 | 89,163 | 0.15% | 0.15% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 4,253,943 | 86,652 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 4,250,000 | 86,572 | 1.82% | 1.82% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symetra Investment Management Co | History | No change | 4,205,600 | 85,668 | 7.49% | 7.49% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bain Capital Credit, LP | History | No change | 3,971,884 | 80,907 | 21.99% | 21.99% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,936,646 | 80,189 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,252,036 | 77,335 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 3,713,838 | 75,650 | 0.17% | 0.17% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,104,324 | 63,239 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 3,089,034 | 62,923 | 1.03% | 1.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 2,817,329 | 57,389 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | History | No change | 2,753,854 | 57,199 | 7.93% | 7.93% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,774,406 | 56,514 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Aristotle Pacific Capital, LLC | History | No change | 2,714,072 | 55,095 | 26.2% | 26.2% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hikari Tsushin, Inc. | History | No change | 2,483,848 | 50,595 | 3.36% | 3.36% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,422,996 | 49,356 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 2,300,000 | 46,851 | 1.54% | 1.54% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 2,179,806 | 44,402 | 1.44% | 1.44% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DSC Meridian Capital LP | History | No change | 2,132,742 | 43,443 | 10.17% | 10.17% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pertento Partners LLP | History | No change | 2,025,700 | 41,263 | 2.22% | 2.22% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 1,874,788 | 38,189 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 1,787,193 | 36,405 | 45.92% | 45.92% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,745,200 | 35,549 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CNO Financial Group, Inc. | History | No change | 1,743,750 | 35,520 | 20.34% | 20.34% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudson Bay Capital Management LP | History | No change | 1,725,000 | 35,138 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ninety One UK Ltd | History | No change | 1,720,467 | 35,045 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,683,991 | 34,302 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,675,000 | 34,119 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | No change | 1,654,787 | 33,708 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 1,639,480 | 33,396 | 2.57% | 2.57% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,586,632 | 32,319 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,509,268 | 30,743 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 1,422,100 | 28,968 | 0.19% | 0.19% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,287,028 | 26,216 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,283,289 | 26,141 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | No change | 1,262,833 | 25,799 | 10.91% | 10.91% | 53 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 1,227,511 | 25,004 | 0.17% | 0.17% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 1,225,000 | 24,953 | 2.18% | 2.18% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 1,200,000 | 24,444 | 0.23% | 0.23% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Investment Advisors / MI | History | No change | 1,114,142 | 22,695 | 1.37% | 1.37% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,105,845 | 22,526 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 1,103,202 | 22,472 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,061,928 | 21,631 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Estate Counselors, LLC | History | No change | 1,047,578 | 21,339 | 1.83% | 1.83% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Donoghue Forlines LLC | History | No change | 1,030,334 | 20,987 | 5.43% | 5.43% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1607 Capital Partners, LLC | History | No change | 941,815 | 19,184 | 1.67% | 1.67% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 927,680 | 18,896 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 913,296 | 18,605 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trajan Wealth LLC | History | No change | 907,709 | 18,490 | 0.7% | 0.7% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 901,688 | 18,367 | 0.3% | 0.3% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Inspire Advisors, LLC | History | No change | 891,983 | 18,169 | 1.26% | 1.26% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 873,277 | 17,806 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 873,277 | 17,806 | 0.3% | 0.3% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 864,110 | 17,601 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wellington Grp LLC | History | No change | 861,413 | 17,546 | 4.64% | 4.64% | 72 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Cresset Asset Management, LLC | History | No change | 846,767 | 17,248 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMG Holdings, L.P. | History | No change | 844,400 | 17,200 | 13.74% | 13.74% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 799,904 | 16,238 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One William Street Capital Management, L.P. | History | No change | 770,977 | 15,704 | 6.48% | 6.48% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 770,757 | 15,700 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 764,490 | 15,572 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 751,918 | 15,316 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 746,076 | 15,190 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Endurance Services Ltd | History | No change | 743,494 | 15,144 | 2.32% | 2.32% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 738,883 | 15,051 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 728,629 | 14,842 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 715,314 | 14,570 | 0.28% | 0.28% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RFG HOLDINGS, INC. | History | No change | 700,110 | 14,261 | 2.99% | 2.99% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 648,495 | 13,209 | 0.14% | 0.14% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURAGE CAPITAL MANAGEMENT LLC | History | No change | 648,000 | 13,200 | 19.61% | 19.61% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 574,314 | 11,698 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL PLC | History | No change | 567,826 | 11,566 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 559,458 | 11,396 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIM, LLC | History | No change | 554,155 | 11,288 | 1.46% | 1.46% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 552,296 | 11,250 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mechanics Bank Trust Department | History | No change | 538,476 | 10,968 | 1.36% | 1.36% | 93 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 533,675 | 10,870 | 1.2% | 1.2% | 94 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | No change | 493,800 | 10,058 | 0.32% | 0.32% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Garda Capital Partners LP | History | No change | 490,000 | 9,981 | 3.49% | 3.49% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthspire Retirement, LLC | History | No change | 486,637 | 9,912 | 0.54% | 0.54% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 485,000 | 9,879 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | No change | 482,276 | 9,823 | 1.9% | 1.9% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| APG Asset Management US Inc. | History | No change | 480,000 | 9,772 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 472,695 | 9,628 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 452,885 | 9,225 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 447,190 | 9,109 | 1.54% | 1.54% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 443,742 | 9,039 | 0.41% | 0.41% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 443,418 | 9,032 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 433,417 | 8,828 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | History | No change | 432,210 | 8,804 | 0.91% | 0.91% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 426,236 | 8,682 | 1.29% | 1.29% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CENTRAL TRUST Co | History | No change | 410,831 | 8,368 | 0.15% | 0.15% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 410,148 | 8,354 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 372,128 | 7,580 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 364,571 | 7,426 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 362,948 | 7,393 | 0.34% | 0.34% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PPM AMERICA INC/IL | History | No change | 360,000 | 7,333 | 48.68% | 48.68% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAM Advisors, LLC | History | No change | 330,241 | 6,727 | 1.84% | 1.84% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TigerOak Management, L.L.C. | History | No change | 319,165 | 6,501 | 1.83% | 1.83% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 309,600 | 6,306 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 304,818 | 6,209 | 1.32% | 1.32% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 299,236 | 6,095 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 288,944 | 5,885 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 283,495 | 5,774 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 282,643 | 5,757 | 0.64% | 0.64% | 122 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STEPHENS INC /AR/ | History | No change | 273,015 | 5,561 | 0.06% | 0.06% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 258,638 | 5,268 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 258,345 | 5,262 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 253,447 | 5,163 | 0.13% | 0.13% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 250,000 | 5,093 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 250,000 | 5,092 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 247,873 | 5,049 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Piedmont Capital Management, LLC | History | No change | 245,326 | 4,996 | 2.52% | 2.52% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 240,400 | 4,896 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Centiva Capital, LP | History | No change | 239,233 | 4,873 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 238,895 | 4,866 | 0.29% | 0.29% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 238,710 | 4,862 | 1.27% | 1.27% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 232,652 | 4,739 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 220,941 | 4,500 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 218,080 | 4,442 | 0.15% | 0.15% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.Safra Asset Management Corp | History | No change | 215,396 | 4,387 | 0.2% | 0.2% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 213,098 | 4,340 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 210,735 | 4,292 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 208,580 | 4,248 | 0.17% | 0.17% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 205,704 | 4,190 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 202,301 | 4,120 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Auour Investments LLC | History | No change | 198,912 | 4,051 | 1.16% | 1.16% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 191,679 | 3,904 | 0.7% | 0.7% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Guardian Asset Advisors, LLC | History | No change | 186,120 | 3,791 | 1.75% | 1.75% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 179,357 | 3,653 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blue Fin Capital, Inc. | History | No change | 172,585 | 3,515 | 0.51% | 0.51% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 171,086 | 3,485 | 0.47% | 0.47% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 169,946 | 3,462 | 0.21% | 0.21% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 169,332 | 3,449 | 1.5% | 1.5% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 166,095 | 3,383 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 165,628 | 3,373 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 163,389 | 3,328 | 0.38% | 0.38% | 154 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mutual Advisors, LLC | History | No change | 162,978 | 3,319 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mount Lucas Management LP | History | No change | 162,045 | 3,300 | 1.18% | 1.18% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 159,129 | 3,241 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 159,058 | 3,240 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 158,253 | 3,223 | 1.59% | 1.59% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TI-TRUST, INC | History | No change | 156,536 | 3,188 | 1.71% | 1.71% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mittelman Wealth Management | History | No change | 33,948 | 3,130 | 2.07% | 2.07% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,278,372 | 3,115 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 152,244 | 3,101 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Old Port Advisors | History | No change | 150,758 | 3,070 | 0.6% | 0.6% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 149,975 | 3,054 | 0.17% | 0.17% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 148,783 | 3,030 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 147,604 | 3,006 | 1.13% | 1.13% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bay Capital Advisors, LLC | History | No change | 146,308 | 2,980 | 1.6% | 1.6% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| National Philanthropic Trust | History | No change | 143,061 | 2,914 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 142,291 | 2,898 | 0.28% | 0.28% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Charles Schwab Trust Co | History | No change | 140,348 | 2,858 | 0.16% | 0.16% | 171 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 136,271 | 2,775 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisors, LLC | History | No change | 134,967 | 2,749 | 0.38% | 0.38% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Destination Wealth Management | History | No change | 133,546 | 2,720 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 133,511 | 2,719 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 133,572 | 2,711 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 128,655 | 2,620 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| American Beacon Advisors, Inc. | History | No change | 126,700 | 2,580 | 18.67% | 18.67% | 178 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Spire Wealth Management | History | No change | 126,560 | 2,578 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SYKON CAPITAL LLC | History | No change | 126,445 | 2,575 | 0.79% | 0.79% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 126,382 | 2,574 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fiera Capital Corp | History | No change | 125,000 | 2,546 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valpey Financial Services, LLC | History | No change | 124,097 | 2,527 | 1.5% | 1.5% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TT Capital Management LLC | History | No change | 122,687 | 2,499 | 1.95% | 1.95% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 122,453 | 2,494 | 0.5% | 0.5% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fiduciary Alliance LLC | History | No change | 122,267 | 2,490 | 0.17% | 0.17% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 122,038 | 2,485 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Garner Asset Management Corp | History | No change | 120,695 | 2,462 | 0.8% | 0.8% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 118,141 | 2,406 | 1.0% | 1.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | No change | 116,355 | 2,370 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 115,738 | 2,357 | 0.42% | 0.42% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perennial Advisors, LLC | History | No change | 112,300 | 2,287 | 0.35% | 0.35% | 192 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Asset Allocation Strategies LLC | History | No change | 110,936 | 2,259 | 0.35% | 0.35% | 193 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tempo Wealth, LLC | History | No change | 110,638 | 2,253 | 0.33% | 0.33% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WT Wealth Management | History | No change | 109,651 | 2,233 | 0.62% | 0.62% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 5,089 | 2,213 | 0.18% | 0.18% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST INTERSTATE BANK | History | No change | 106,982 | 2,179 | 0.11% | 0.11% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 105,075 | 2,141 | 0.27% | 0.27% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 102,771 | 2,093 | 1.05% | 1.05% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 102,078 | 2,079 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aletheian Wealth Advisors LLC | History | Added to | 100,586 | 2,054 | 0.82% | 0.76% | 201 | +12,624 | 14.35% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 98,233 | 2,001 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 94,648 | 1,927 | 0.1% | 0.1% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nikulski Financial, Inc. | History | No change | 93,169 | 1,897 | 0.41% | 0.41% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 89,676 | 1,832 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 87,552 | 1,783 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 85,414 | 1,739 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 84,516 | 1,721 | 0.78% | 0.78% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, LLC | History | No change | 82,005 | 1,671 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prudent Man Advisors, LLC | History | No change | 79,900 | 1,627 | 0.37% | 0.37% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 79,100 | 1,611 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Florin Court Capital LLP | History | No change | 79,000 | 1,609 | 2.63% | 2.63% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NVWM, LLC | History | No change | 77,088 | 1,570 | 0.32% | 0.32% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | No change | 76,557 | 1,559 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 75,878 | 1,545 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 73,648 | 1,500 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marble Wealth, LLC | History | No change | 73,206 | 1,491 | 0.23% | 0.23% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIMA LLC | History | No change | 73,178 | 1,490 | 1.45% | 1.45% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ninety One North America, Inc. | History | No change | 71,065 | 1,447 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 70,480 | 1,435 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HCR Wealth Advisors | History | No change | 69,625 | 1,418 | 0.13% | 0.13% | 221 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | No change | 69,264 | 1,410 | 0.26% | 0.26% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apella Capital, LLC | History | Reduced | 66,990 | 1,372 | 0.02% | 0.02% | 223 | -4,873 | -6.78% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 66,022 | 1,344 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 64,919 | 1,322 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | No change | 64,873 | 1,321 | 0.16% | 0.16% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FC Advisory LLC | History | Reduced | 64,354 | 1,314 | 0.34% | 0.36% | 227 | -1,683 | -2.55% | Q3 2026 | Oct 05, 2026 |
| Left Brain Wealth Management, LLC | History | No change | 63,286 | 1,289 | 0.39% | 0.39% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 62,588 | 1,274 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 61,256 | 1,247 | 0.13% | 0.13% | 230 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Marex Group Ltd | History | No change | 60,000 | 1,222 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 59,025 | 1,202 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Solutions Group, LLC | History | No change | 59,053 | 1,202 | 0.41% | 0.41% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 58,943 | 1,200 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 58,850 | 1,198 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 56,947 | 1,160 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 56,310 | 1,147 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 56,162 | 1,144 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 4Thought Financial Group Inc. | History | No change | 56,062 | 1,141 | 0.54% | 0.54% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WCG Wealth Advisors LLC | History | No change | 55,403 | 1,128 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 54,390 | 1,108 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 55,083 | 1,103 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Fixed Income Advisers, LLC | History | No change | 54,195 | 1,103 | 0.7% | 0.7% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 54,085 | 1,101 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wagner Wealth Management, LLC | History | No change | 51,984 | 1,058 | 0.2% | 0.2% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cobblestone Asset Management LLC | History | No change | 51,738 | 1,053 | 0.44% | 0.44% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Invst, LLC | History | No change | 51,573 | 1,050 | 0.1% | 0.1% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 50,568 | 1,030 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 50,334 | 1,025 | 0.31% | 0.31% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 50,240 | 1,023 | 0.18% | 0.18% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 50,000 | 1,018 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Simmons Bank | History | No change | 49,750 | 1,013 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ascentis Independent Advisors | History | No change | 47,262 | 962 | 2.59% | 2.59% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 46,381 | 944 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| World Investment Advisors | History | No change | 45,850 | 935 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AEGON USA Investment Management, LLC | History | No change | 45,500 | 926 | 0.66% | 0.66% | 256 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 45,259 | 921 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IAM Advisory, LLC | History | No change | 45,119 | 919 | 0.18% | 0.18% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 45,047 | 917 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 44,134 | 899 | 0.26% | 0.26% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | No change | 43,451 | 885 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crabel Capital Management, LLC | History | No change | 43,105 | 878 | 0.64% | 0.64% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 42,648 | 868 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | No change | 42,156 | 858 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Point Nemo Capital, LLC | History | No change | 42,168 | 858 | 0.43% | 0.43% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 41,537 | 846 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Oasis Advisors, LLC | History | No change | 41,233 | 839 | 0.54% | 0.54% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 41,050 | 836 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMERCE BANK | History | No change | 40,634 | 827 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTRUST BANK NA | History | No change | 40,404 | 823 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 40,253 | 819 | 0.16% | 0.16% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookwood Investment Group LLC | History | No change | 40,154 | 817 | 0.09% | 0.09% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 39,373 | 802 | 0.15% | 0.15% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,380 | 802 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 39,260 | 801 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atria Investments, Inc | History | No change | 39,356 | 801 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 39,018 | 794 | 0.31% | 0.31% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 38,497 | 784 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 38,374 | 781 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 38,167 | 777 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Summit Financial, LLC | History | No change | 37,947 | 772 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Holdings Inc. | History | No change | 37,328 | 760 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 37,280 | 759 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 36,902 | 751 | 0.31% | 0.31% | 284 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 36,327 | 739 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 36,267 | 738 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 36,015 | 733 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 36,000 | 733 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 34,317 | 702 | 0.55% | 0.55% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 34,500 | 702 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DV Trading LLC | History | No change | 34,202 | 696 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 33,801 | 688 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 32,865 | 669 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 32,247 | 656 | 0.1% | 0.1% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advyzon Investment Management, LLC | History | No change | 31,997 | 651 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 31,234 | 636 | 0.2% | 0.2% | 296 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Balefire, LLC | History | Reduced | 30,271 | 618 | 0.1% | 0.11% | 297 | -2,560 | -7.8% | Q3 2026 | Oct 09, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 30,250 | 616 | 0.08% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 29,847 | 607 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 29,508 | 601 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 29,280 | 596 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 29,198 | 595 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWA Asset Management Group, LLC | History | No change | 29,191 | 594 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Operose Advisors LLC | History | No change | 29,085 | 592 | 0.11% | 0.11% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 28,704 | 584 | 0.06% | 0.06% | 305 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 28,345 | 577 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 28,306 | 576 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lewis Asset Management, LLC | History | No change | 27,835 | 566 | 0.2% | 0.2% | 308 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Oder Investment Management, LLC | History | No change | 27,760 | 565 | 0.38% | 0.38% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 27,574 | 561 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 26,775 | 545 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 26,596 | 543 | 0.0% | 0.0% | 312 | -1,904 | -6.68% | Q3 2026 | Oct 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 26,501 | 541 | 0.13% | 0.13% | 313 | +6 | 0.02% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 26,351 | 536 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stelac Advisory Services LLC | History | No change | 26,358 | 536 | 0.1% | 0.1% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McAdam, LLC | History | No change | 26,268 | 535 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savvy Advisors, Inc. | History | No change | 26,063 | 530 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Eagle Bay Advisors LLC | History | No change | 25,997 | 529 | 0.4% | 0.4% | 318 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Navigation Wealth Management, Inc. | History | No change | 25,661 | 522 | 0.72% | 0.72% | 319 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 25,220 | 513 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | No change | 25,085 | 510 | 0.02% | 0.02% | 321 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 24,858 | 506 | 0.13% | 0.13% | 322 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 24,927 | 506 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 24,729 | 503 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 24,599 | 501 | 0.14% | 0.14% | 325 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 24,400 | 497 | 0.14% | 0.14% | 326 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 24,178 | 492 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCentric Advisors LLC | History | No change | 24,153 | 491 | 0.42% | 0.42% | 328 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nuveen, LLC | History | No change | 9,690 | 475 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | No change | 22,904 | 466 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Composition Wealth, LLC | History | No change | 22,894 | 466 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First City Capital Management, Inc. | History | No change | 22,808 | 464 | 0.23% | 0.23% | 332 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 22,426 | 457 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 22,297 | 454 | 0.14% | 0.14% | 334 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concord Wealth Partners | History | No change | 21,785 | 443 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 21,544 | 438 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 21,252 | 432 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | No change | 20,979 | 427 | 0.14% | 0.14% | 338 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 1,423,200 | 421 | 0.09% | 0.09% | 339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Community Bank & Trust, Waco, Texas | History | No change | 20,623 | 420 | 0.08% | 0.08% | 340 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | No change | 20,609 | 419 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,318 | 413 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 19,790 | 403 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eagle Strategies LLC | History | No change | 19,752 | 402 | 0.04% | 0.04% | 344 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Galilei Investment Office LLP | History | No change | 19,600 | 399 | 0.18% | 0.18% | 345 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Argyle Capital Partners, LLC | History | No change | 19,549 | 398 | 0.25% | 0.25% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,282 | 392 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 19,241 | 391 | 0.18% | 0.18% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequent Planning LLC | History | No change | 19,111 | 389 | 0.08% | 0.08% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 18,768 | 382 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 18,585 | 379 | 0.34% | 0.34% | 351 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 18,561 | 378 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 18,412 | 375 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Everstar Asset Management, LLC | History | No change | 18,400 | 374 | 0.18% | 0.18% | 354 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 17,884 | 364 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 17,840 | 363 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 17,596 | 358 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Adams Wealth Management | History | No change | 17,597 | 358 | 0.07% | 0.07% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 17,597 | 358 | 0.06% | 0.06% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 17,257 | 351 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Choate Investment Advisors | History | No change | 16,810 | 342 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 16,808 | 342 | 0.1% | 0.1% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CROBAN | History | No change | 16,704 | 340 | 0.15% | 0.15% | 363 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,679 | 339 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 16,604 | 338 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CERTUITY, LLC | History | No change | 16,488 | 335 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| R2 Capital Strategies, LLC | History | No change | 16,468 | 335 | 0.15% | 0.15% | 367 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 16,250 | 331 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 16,020 | 326 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NWAM LLC | History | No change | 15,924 | 324 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 15,927 | 324 | 0.22% | 0.22% | 371 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | No change | 15,612 | 318 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 15,355 | 312 | 0.18% | 0.18% | 373 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneAscent Financial Services LLC | History | No change | 15,156 | 308 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14,897 | 303 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 14,848 | 302 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curtis Advisory Group, LLC | History | No change | 14,821 | 301 | 0.06% | 0.06% | 377 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 14,825 | 301 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LJI Wealth Management, LLC | History | No change | 14,404 | 293 | 0.04% | 0.04% | 379 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Heartland Consultants, Inc. | History | New | 14,297 | 292 | 0.02% | — | 381 | +14,297 | New | Q3 2026 | Oct 08, 2026 |
| Lido Advisors, LLC | History | No change | 14,347 | 292 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TopTier Wealth Management, LLC | History | No change | 14,192 | 289 | 0.17% | 0.17% | 382 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 13,994 | 285 | 0.13% | 0.13% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 13,787 | 280 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 13,422 | 273 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cascade Financial Partners, LLC | History | No change | 13,415 | 273 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 13,110 | 267 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 13,025 | 265 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,984 | 264 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 12,765 | 260 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perigon Wealth Management, LLC | History | No change | 12,642 | 257 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hexagon Capital Partners LLC | History | No change | 12,623 | 257 | 0.04% | 0.04% | 392 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisors, LLC | History | No change | 12,479 | 254 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,269 | 249 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 12,073 | 245 | 0.07% | 0.07% | 395 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | No change | 12,032 | 245 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Worth Asset Management, LLC | History | New | 11,972 | 244 | 0.07% | — | 397 | +11,972 | New | Q3 2026 | Oct 07, 2026 |
| M Holdings Securities, Inc. | History | No change | 11,979 | 243 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11,958 | 243 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 11,784 | 240 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 11,665 | 238 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,686 | 238 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Symmetry Partners, LLC | History | No change | 11,717 | 238 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GTS SECURITIES LLC | History | No change | 11,292 | 230 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,324 | 230 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 11,100 | 226 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Attessa Capital LLC | History | New | 10,784 | 220 | 0.09% | — | 407 | +10,784 | New | Q3 2026 | Oct 08, 2026 |
| Brookstone Capital Management | History | No change | 10,746 | 218 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 10,529 | 214 | 0.08% | 0.08% | 409 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 10,387 | 211 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Value Investment Professionals, LLC | History | No change | 10,358 | 210 | 0.18% | 0.18% | 411 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 10,290 | 209 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 10,285 | 209 | 0.13% | 0.13% | 413 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cordatus Wealth Management LLC | History | No change | 10,203 | 207 | 0.05% | 0.05% | 414 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 10,132 | 206 | 0.12% | 0.12% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10,000 | 203 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 9,935 | 202 | 0.1% | 0.1% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Thompson David Blair | History | No change | 9,869 | 201 | 0.1% | 0.1% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 9,840 | 200 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 9,578 | 195 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 9,497 | 193 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GoalVest Advisory LLC | History | Reduced | 8,619 | 176 | 0.03% | 0.09% | 422 | -15,499 | -64.26% | Q3 2026 | Oct 02, 2026 |
| Continuum Advisory, LLC | History | No change | 8,609 | 175 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,557 | 174 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMG Wealth Management, Inc. | History | No change | 8,547 | 174 | 0.1% | 0.1% | 425 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,452 | 172 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Friedenthal Financial | History | No change | 7,561 | 154 | 0.07% | 0.07% | 427 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 7,297 | 148 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bangor Savings Bank | History | Reduced | 7,182 | 146 | 0.01% | 0.02% | 429 | -4,086 | -36.26% | Q3 2026 | Oct 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,997 | 142 | 0.0% | 0.02% | 430 | -18,579 | -72.64% | Q3 2026 | Oct 08, 2026 |
| Highland Investment Advisors LLC | History | No change | 6,888 | 140 | 0.06% | 0.06% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6,302 | 128 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 6,242 | 127 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cliffwater LLC | History | No change | 5,902 | 120 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 5,861 | 119 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 5,554 | 113 | 0.02% | 0.02% | 436 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5,211 | 106 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 4,805 | 97 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 4,616 | 94 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olistico Wealth, LLC | History | Added to | 4,198 | 85 | 0.04% | 0.02% | 440 | +1,352 | 47.51% | Q3 2026 | Oct 05, 2026 |
| 10Elms LLP | History | No change | 4,200 | 85 | 0.04% | 0.04% | 441 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 4,134 | 84 | 0.04% | 0.04% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGT Financial Advisors LLC | History | No change | 4,101 | 83 | 0.44% | 0.44% | 443 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fairscale Capital, LLC | History | No change | 3,949 | 80 | 0.05% | 0.05% | 444 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 3,909 | 79 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,760 | 76 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3,715 | 75 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forum Finance Group S.A. | History | No change | 4,515 | 74 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 3,587 | 73 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 3,570 | 72 | 0.04% | 0.04% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ICON ADVISERS INC/CO | History | No change | 3,522 | 71 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 3,424 | 69 | 0.05% | 0.05% | 452 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 3,401 | 69 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 3,362 | 68 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,326 | 67 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| HOWE & RUSLING INC | History | No change | 3,204 | 65 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Piscataqua Savings Bank | History | No change | 2,945 | 59 | 0.04% | 0.04% | 457 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bogart Wealth, LLC | History | No change | 2,791 | 56 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 2,521 | 51 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,540 | 51 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 2,409 | 49 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Purpose Unlimited Inc. | History | No change | 2,307 | 47 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,237 | 45 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bellecapital International Ltd. | History | No change | 2,042 | 41 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Front Row Advisors LLC | History | No change | 1,911 | 39 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,913 | 38 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,746 | 35 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 1,712 | 34 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,650 | 33 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 1,530 | 31 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 1,517 | 30 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,447 | 29 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AlphaCore Capital LLC | History | No change | 1,227 | 24 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,158 | 23 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,045 | 21 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caldwell Trust Co | History | No change | 1,055 | 21 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,050 | 21 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,001 | 20 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 1,000 | 20 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 908 | 18 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 740 | 15 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 751 | 15 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EASTERN BANK | History | No change | 650 | 13 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Blue Trust, Inc. | History | No change | 659 | 13 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Topsail Wealth Management, LLC | History | No change | 560 | 11 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 497 | 10 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 535 | 10 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 480 | 9 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 365 | 7 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balentine LLC | History | No change | 305 | 6 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthShield Partners, LLC | History | No change | 273 | 5 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 233 | 4 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 245 | 4 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 230 | 4 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 237 | 4 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 233 | 4 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mechanics Financial Corp | History | No change | 240 | 4 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arlington Trust Co LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 175 | 3 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 160 | 3 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 122 | 2 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 106 | 2 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 117 | 2 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 122 | 2 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Addison Advisors LLC | History | No change | 107 | 2 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingdom Financial Group LLC. | History | No change | 113 | 2 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 101 | 2 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Solstein Capital, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lake Hills Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -79,144 | -100.0% | Q3 2026 | Oct 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Costello Asset Management, INC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avion Wealth | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rakuten Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| PlanVest Financial, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |