Calamos ETF Trust - CAIE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Calamos Wealth Management LLC | History | Added to | 2,511,321 | 66,851 | 1.91% | 1.56% | 1 | +606,421 | 31.83% | Q3 2026 | Nov 02, 2026 |
| Wealth Watch Advisors, INC | History | No change | 1,295,093 | 35,239 | 11.43% | 11.43% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 1,271,064 | 33,835 | 1.04% | 0.87% | 3 | +168,829 | 15.32% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 947,329 | 25,777 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Menard Financial Group LLC | History | No change | 695,646 | 18,928 | 10.3% | 10.3% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 689,790 | 18,148 | 8.69% | 9.79% | 6 | -23,608 | -3.31% | Q3 2026 | Oct 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 663,092 | 17,651 | 0.51% | 0.28% | 7 | +359,444 | 118.38% | Q3 2026 | Oct 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 640,021 | 17,037 | 0.17% | 0.16% | 8 | +30,125 | 4.94% | Q3 2026 | Oct 20, 2026 |
| Brookstone Capital Management | History | Added to | 620,741 | 16,524 | 0.16% | 0.14% | 9 | +109,209 | 21.35% | Q3 2026 | Oct 22, 2026 |
| Strategic Blueprint, LLC | History | Added to | 606,338 | 16,140 | 0.79% | 0.77% | 10 | +43,318 | 7.69% | Q3 2026 | Oct 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 604,696 | 16,097 | 0.04% | 0.03% | 11 | +78,159 | 14.84% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 562,468 | 14,972 | 0.02% | 0.01% | 12 | +149,383 | 36.16% | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 537,750 | 14,610 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 528,430 | 14,378 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 456,973 | 12,434 | 2.36% | 2.36% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 438,828 | 11,681 | 0.08% | 0.08% | 16 | +57,895 | 15.2% | Q3 2026 | Oct 08, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 404,833 | 11,015 | 3.74% | 3.74% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 409,200 | 10,766 | 0.2% | 0.15% | 18 | +130,021 | 46.57% | Q3 2026 | Oct 26, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 379,102 | 10,091 | 1.02% | 0.94% | 19 | +28,372 | 8.09% | Q3 2026 | Oct 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 367,930 | 10,011 | 4.38% | 4.38% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 322,998 | 8,598 | 0.15% | 0.15% | 21 | +28,063 | 9.51% | Q3 2026 | Oct 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 318,097 | 8,467 | 0.33% | 0.16% | 22 | +168,310 | 112.37% | Q3 2026 | Oct 23, 2026 |
| Gradient Investments LLC | History | Reduced | 305,117 | 8,122 | 0.12% | 0.12% | 23 | -8,470 | -2.7% | Q3 2026 | Oct 08, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 283,681 | 7,718 | 0.68% | 0.68% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 289,849 | 7,715 | 0.13% | 0.13% | 25 | +3,732 | 1.3% | Q3 2026 | Oct 28, 2026 |
| MATTERS CAPITAL LLC | History | No change | 275,500 | 7,496 | 5.25% | 5.25% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 248,450 | 6,613 | 0.12% | 0.09% | 27 | +71,546 | 40.44% | Q3 2026 | Oct 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 248,398 | 6,612 | 1.14% | 0.65% | 28 | +119,388 | 92.54% | Q3 2026 | Oct 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 247,019 | 6,575 | 0.02% | 0.02% | 29 | +542 | 0.22% | Q3 2026 | Nov 02, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 233,064 | 6,341 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 230,670 | 6,276 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 215,596 | 5,739 | 0.32% | 0.35% | 32 | -3,202 | -1.46% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 177,760 | 4,836 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Haven Private, LLC | History | Added to | 164,538 | 4,380 | 1.73% | 0.41% | 34 | +124,877 | 314.86% | Q3 2026 | Oct 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 163,584 | 4,354 | 0.05% | 0.06% | 35 | -34,987 | -17.62% | Q3 2026 | Oct 30, 2026 |
| Millington Financial Advisors, LLC | History | No change | 154,290 | 4,131 | 1.62% | 1.62% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 154,129 | 4,103 | 0.1% | 0.1% | 37 | +5,424 | 3.65% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 151,284 | 4,042 | 0.01% | 0.0% | 38 | +59,482 | 64.79% | Q3 2026 | Oct 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 147,370 | 3,922 | 0.07% | 0.08% | 39 | -3,832 | -2.53% | Q3 2026 | Nov 04, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 144,403 | 3,882 | 1.02% | 0.78% | 40 | +39,457 | 37.6% | Q3 2026 | Oct 19, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 140,907 | 3,750 | 0.04% | 0.04% | 41 | +5,780 | 4.28% | Q3 2026 | Oct 26, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 138,773 | 3,712 | 0.06% | 0.03% | 42 | +73,441 | 112.41% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 138,773 | 3,712 | 0.06% | 0.03% | 43 | +73,441 | 112.41% | Q3 2026 | Oct 20, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 139,563 | 3,662 | 0.68% | 0.68% | 44 | +14,443 | 11.54% | Q3 2026 | Nov 03, 2026 |
| Sound Income Strategies, LLC | History | Added to | 130,999 | 3,500 | 0.16% | 0.15% | 45 | +10,678 | 8.87% | Q3 2026 | Oct 09, 2026 |
| Grantvest Financial Group LLC | History | Added to | 123,548 | 3,288 | 1.89% | 1.45% | 46 | +31,780 | 34.63% | Q3 2026 | Oct 21, 2026 |
| Summit Financial, LLC | History | No change | 117,067 | 3,185 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 116,643 | 3,173 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 110,811 | 3,015 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 108,210 | 2,944 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 109,278 | 2,909 | 1.83% | 1.74% | 51 | +8,609 | 8.55% | Q3 2026 | Oct 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 105,307 | 2,865 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 101,068 | 2,686 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 98,730 | 2,628 | 0.04% | 0.04% | 54 | +20,712 | 26.55% | Q3 2026 | Oct 16, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 93,103 | 2,533 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 91,868 | 2,445 | 0.1% | 0.11% | 56 | +2,032 | 2.26% | Q3 2026 | Oct 30, 2026 |
| Strive Financial Group ,LLC | History | No change | 88,422 | 2,405 | 1.05% | 1.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 87,985 | 2,383 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 87,055 | 2,368 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palacios Wealth Management, LLC | History | Added to | 87,325 | 2,324 | 1.24% | 1.03% | 60 | +23,298 | 36.39% | Q3 2026 | Nov 04, 2026 |
| VIMA LLC | History | Added to | 85,291 | 2,270 | 2.32% | 2.16% | 61 | +3,787 | 4.65% | Q3 2026 | Oct 23, 2026 |
| Claro Advisors Inc. | History | Added to | 84,919 | 2,260 | 0.22% | 0.21% | 62 | +11,038 | 14.94% | Q3 2026 | Nov 02, 2026 |
| PFG Investments, LLC | History | No change | 82,355 | 2,240 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHANNEL WEALTH LLC | History | No change | 79,763 | 2,170 | 0.49% | 0.49% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harvest Investment Services, LLC | History | No change | 79,671 | 2,167 | 0.33% | 0.33% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 80,000 | 2,129 | 0.5% | 0.46% | 66 | +10,000 | 14.29% | Q3 2026 | Nov 03, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 76,576 | 2,038 | 1.35% | 0.5% | 67 | +49,716 | 185.09% | Q3 2026 | Oct 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 72,318 | 1,925 | 0.19% | 0.06% | 68 | +47,980 | 197.14% | Q3 2026 | Oct 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 68,480 | 1,863 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Calamos Advisors LLC | History | Added to | 66,514 | 1,770 | 0.01% | 0.0% | 70 | +41,713 | 168.19% | Q3 2026 | Nov 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 65,586 | 1,745 | 0.33% | 0.32% | 71 | +5,803 | 9.71% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 56,412 | 1,534 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.Safra Asset Management Corp | History | New | 56,206 | 1,496 | 0.07% | — | 73 | +56,206 | New | Q3 2026 | Nov 03, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 54,983 | 1,463 | 0.33% | 0.29% | 74 | +8,041 | 17.13% | Q3 2026 | Oct 08, 2026 |
| Tactive Advisors, LLC | History | New | 52,472 | 1,396 | 0.34% | — | 75 | +52,472 | New | Q3 2026 | Oct 08, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 50,896 | 1,384 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FFG Partners, LLC | History | Reduced | 51,482 | 1,370 | 0.41% | 0.56% | 77 | -21,138 | -29.11% | Q3 2026 | Oct 15, 2026 |
| Next Level Private LLC | History | Added to | 51,190 | 1,362 | 0.26% | 0.15% | 78 | +23,957 | 87.97% | Q3 2026 | Oct 20, 2026 |
| &PARTNERS | History | No change | 43,808 | 1,316 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 47,026 | 1,279 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family Office Research LLC | History | Added to | 47,491 | 1,264 | 0.49% | 0.1% | 81 | +37,427 | 371.89% | Q3 2026 | Oct 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 45,558 | 1,239 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 45,713 | 1,229 | 0.11% | 0.04% | 83 | +30,248 | 195.59% | Q3 2026 | Oct 20, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 45,940 | 1,222 | 0.85% | 0.8% | 84 | +536 | 1.18% | Q3 2026 | Oct 23, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 44,438 | 1,182 | 0.12% | 0.14% | 85 | -7,502 | -14.44% | Q3 2026 | Oct 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 42,557 | 1,157 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 42,402 | 1,128 | 0.01% | 0.01% | 87 | +8,588 | 25.4% | Q3 2026 | Oct 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 40,862 | 1,112 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Able Wealth Management LLC | History | Reduced | 41,357 | 1,108 | 0.24% | 0.27% | 89 | -1,737 | -4.03% | Q3 2026 | Oct 13, 2026 |
| Burnham & Co LLC | History | No change | 40,171 | 1,093 | 0.88% | 0.88% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 39,913 | 1,086 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 40,322 | 1,073 | 0.02% | 0.01% | 92 | +13,381 | 49.67% | Q3 2026 | Oct 22, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | New | 39,182 | 1,043 | 0.39% | — | 93 | +39,182 | New | Q3 2026 | Oct 19, 2026 |
| Commerce Advisors, LLC | History | Added to | 38,862 | 1,034 | 0.49% | 0.49% | 94 | +6,000 | 18.26% | Q3 2026 | Oct 19, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 38,144 | 1,015 | 0.06% | 0.03% | 95 | +19,487 | 104.45% | Q3 2026 | Oct 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 35,469 | 965 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 33,400 | 908 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 33,592 | 894 | 0.49% | 0.49% | 98 | +65 | 0.19% | Q3 2026 | Oct 22, 2026 |
| Ascentis Independent Advisors | History | New | 33,079 | 880 | 0.05% | — | 99 | +33,079 | New | Q3 2026 | Nov 03, 2026 |
| M Holdings Securities, Inc. | History | Added to | 33,133 | 858 | 0.05% | 0.1% | 100 | +6,745 | 25.56% | Q3 2026 | Nov 03, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 31,735 | 844 | 0.18% | — | 101 | +31,735 | New | Q3 2026 | Oct 28, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 30,672 | 834 | 0.48% | 0.48% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| October Effect Ltd | History | New | 31,230 | 831 | 0.85% | — | 104 | +31,230 | New | Q3 2026 | Oct 20, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 30,542 | 831 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 30,192 | 821 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 29,540 | 786 | 0.05% | 0.01% | 106 | +21,710 | 277.27% | Q3 2026 | Oct 22, 2026 |
| Freedom Financial Partners LLC | History | Added to | 29,171 | 776 | 0.25% | 0.15% | 107 | +12,683 | 76.92% | Q3 2026 | Oct 19, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 28,812 | 766 | 0.01% | — | 108 | +28,812 | New | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 28,097 | 764 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 27,327 | 727 | 0.51% | 0.5% | 110 | +3,446 | 14.43% | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 25,757 | 700 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 25,960 | 691 | 0.05% | 0.08% | 112 | -20,804 | -44.49% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 24,612 | 669 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 24,113 | 656 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Advisors, LLC | History | No change | 23,486 | 639 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 23,685 | 630 | 0.3% | 0.2% | 116 | +9,090 | 62.28% | Q3 2026 | Oct 20, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 23,443 | 624 | 0.23% | 0.17% | 117 | +6,704 | 40.05% | Q3 2026 | Oct 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 21,700 | 577 | 0.05% | — | 118 | +21,700 | New | Q3 2026 | Oct 16, 2026 |
| Cannon Advisors, Inc. | History | Added to | 20,397 | 548 | 0.32% | 0.32% | 119 | +1,200 | 6.25% | Q3 2026 | Oct 14, 2026 |
| Capital Asset Advisory Services LLC | History | New | 20,419 | 541 | 0.02% | — | 120 | +20,419 | New | Q3 2026 | Oct 30, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 20,150 | 536 | 0.34% | 0.24% | 121 | +7,653 | 61.24% | Q3 2026 | Oct 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 19,761 | 526 | 0.13% | 0.1% | 122 | +5,354 | 37.16% | Q3 2026 | Oct 19, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 19,213 | 511 | 0.13% | 0.02% | 123 | +16,007 | 499.28% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Wealth | History | No change | 18,500 | 503 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 18,168 | 494 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 18,074 | 481 | 0.03% | 0.03% | 126 | +403 | 2.28% | Q3 2026 | Oct 26, 2026 |
| Mutual Advisors, LLC | History | No change | 17,676 | 480 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Box Hill Private Wealth LLC | History | New | 17,838 | 474 | 0.34% | — | 128 | +17,838 | New | Q3 2026 | Oct 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 16,180 | 440 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Element Wealth, LLC | History | No change | 16,189 | 440 | 0.16% | 0.16% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 16,438 | 437 | 0.02% | 0.01% | 131 | +38 | 0.23% | Q3 2026 | Oct 21, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 16,000 | 425 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 15,312 | 416 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Noble Wealth Management PBC | History | Reduced | 15,298 | 407 | 0.18% | 1.42% | 134 | -101,005 | -86.85% | Q3 2026 | Oct 01, 2026 |
| Encompass More Asset Management | History | Reduced | 14,826 | 394 | 0.06% | 0.07% | 135 | -2,069 | -12.25% | Q3 2026 | Oct 16, 2026 |
| PFG Advisors | History | No change | 13,882 | 369 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,277 | 361 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 13,554 | 360 | 0.01% | — | 138 | +13,554 | New | Q3 2026 | Oct 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 13,083 | 355 | 0.15% | 0.15% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 12,761 | 347 | 0.23% | 0.23% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Investment Partners LLC | History | Added to | 12,890 | 343 | 0.23% | 0.27% | 141 | +500 | 4.04% | Q3 2026 | Oct 27, 2026 |
| World Investment Advisors | History | No change | 13,609 | 342 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | New | 12,700 | 338 | 0.01% | — | 143 | +12,700 | New | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 12,305 | 334 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 12,186 | 331 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maia Wealth LLC | History | New | 11,845 | 315 | 0.04% | — | 146 | +11,845 | New | Q3 2026 | Oct 19, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | New | 11,785 | 313 | 0.62% | — | 147 | +11,785 | New | Q3 2026 | Nov 03, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 11,363 | 309 | 0.06% | 0.06% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | Added to | 11,127 | 296 | 0.09% | 0.08% | 149 | +1,930 | 20.99% | Q3 2026 | Oct 07, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,287 | 279 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 10,153 | 276 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueprint Investment Partners LLC | History | New | 10,349 | 275 | 0.02% | — | 152 | +10,349 | New | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | New | 10,349 | 275 | 0.03% | — | 153 | +10,349 | New | Q3 2026 | Oct 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 10,056 | 273 | 0.23% | 0.23% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 9,974 | 265 | 0.02% | 0.01% | 155 | +2,290 | 29.8% | Q3 2026 | Oct 30, 2026 |
| TCP Asset Management, LLC | History | New | 9,804 | 260 | 0.03% | — | 156 | +9,804 | New | Q3 2026 | Oct 14, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 9,384 | 249 | 0.09% | — | 157 | +9,384 | New | Q3 2026 | Oct 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 9,344 | 248 | 0.01% | — | 158 | +9,344 | New | Q3 2026 | Nov 04, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 9,245 | 245 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 9,191 | 244 | 0.06% | 0.05% | 160 | +1,718 | 22.99% | Q3 2026 | Nov 02, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 8,283 | 225 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Moors & Cabot, Inc. | History | No change | 8,000 | 217 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spinnaker Investment Group, LLC | History | New | 8,036 | 213 | 0.03% | — | 163 | +8,036 | New | Q3 2026 | Oct 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 7,782 | 207 | 0.05% | 0.05% | 164 | -31 | -0.4% | Q3 2026 | Oct 20, 2026 |
| Activest Wealth Management | History | Added to | 7,729 | 205 | 0.04% | 0.03% | 165 | +2,029 | 35.6% | Q3 2026 | Oct 15, 2026 |
| UPTICK PARTNERS, LLC | History | New | 7,565 | 201 | 0.03% | — | 166 | +7,565 | New | Q3 2026 | Nov 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 7,368 | 200 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| TD Waterhouse Canada Inc. | History | New | 7,478 | 197 | 0.0% | — | 168 | +7,478 | New | Q3 2026 | Oct 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,000 | 190 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | New | 4,668 | 124 | 0.04% | — | 170 | +4,668 | New | Q3 2026 | Nov 02, 2026 |
| Roxbury Financial LLC | History | Added to | 4,520 | 120 | 0.09% | 0.06% | 171 | +1,600 | 54.79% | Q3 2026 | Oct 01, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 3,368 | 89 | 0.03% | 0.04% | 172 | +57 | 1.72% | Q3 2026 | Nov 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 3,157 | 84 | 0.04% | 0.02% | 173 | +1,512 | 91.91% | Q3 2026 | Oct 15, 2026 |
| Boreal Capital Management LLC | History | No change | 2,965 | 80 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,511 | 66 | 0.0% | — | 175 | +2,511 | New | Q3 2026 | Nov 02, 2026 |
| BFC Planning, Inc. | History | No change | 2,052 | 55 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 2,000 | 54 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,850 | 50 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,654 | 45 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clark Wealth Partners | History | Added to | 1,623 | 43 | 0.02% | 0.02% | 180 | +55 | 3.51% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,161 | 31 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 1,100 | 29 | 0.02% | — | 182 | +1,100 | New | Q3 2026 | Oct 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 1,073 | 28 | 0.02% | 0.02% | 183 | +37 | 3.57% | Q3 2026 | Oct 30, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 900 | 23 | 0.0% | — | 184 | +900 | New | Q3 2026 | Oct 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 807 | 21 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 648 | 17 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 379 | 10 | 0.0% | — | 188 | +379 | New | Q3 2026 | Oct 20, 2026 |
| NVWM, LLC | History | No change | 400 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 345 | 9 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 279 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 148 | 3 | 0.0% | 0.0% | 191 | -727 | -83.09% | Q3 2026 | Nov 04, 2026 |
| CORRADO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.48% | — | -117,941 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Cobblestone Asset Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,626 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cyr Financial Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -7,485 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ERn Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,375 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -578 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MORGAN STANLEY | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |