Tidal Trust II - CHAT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 992,705 | 97,960 | 7.25% | 7.25% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 667,470 | 65,865 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gradient Investments LLC | History | No change | 279,378 | 27,569 | 0.38% | 0.38% | 3 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 241,234 | 23,804 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 163,188 | 16,103 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 143,248 | 14,135 | 0.22% | 0.22% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 100,000 | 9,868 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 82,761 | 8,167 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Berbice Capital Management LLC | History | No change | 79,814 | 7,876 | 4.08% | 4.08% | 9 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Financial, LLC | History | No change | 78,162 | 7,713 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 76,986 | 7,596 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gemmer Asset Management LLC | History | No change | 70,695 | 6,976 | 0.47% | 0.47% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 69,330 | 6,841 | 0.67% | 0.67% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | No change | 67,674 | 6,678 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 64,968 | 6,411 | 0.78% | 0.78% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 60,777 | 5,997 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 55,467 | 5,473 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 49,719 | 4,906 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 42,254 | 4,169 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 37,542 | 3,705 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 36,251 | 3,577 | 0.17% | 0.17% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | No change | 35,100 | 3,463 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | No change | 34,551 | 3,409 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mattson Financial Services, LLC | History | No change | 40,631 | 3,402 | 0.71% | 0.71% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,656 | 3,025 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 29,516 | 2,912 | 0.34% | 0.34% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,250 | 2,886 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 24,435 | 2,411 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 23,852 | 2,353 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 23,646 | 2,333 | 0.7% | 0.7% | 30 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Visionary Wealth Advisors | History | No change | 23,462 | 2,315 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 22,529 | 2,223 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | No change | 22,314 | 2,201 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 23,420 | 2,154 | 1.57% | 1.78% | 34 | +883 | 3.92% | Q3 2026 | Oct 05, 2026 |
| Elequin Capital, LP | History | No change | 21,439 | 2,115 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 21,200 | 2,092 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | No change | 21,159 | 2,087 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Providence First Trust Co | History | No change | 21,031 | 2,075 | 0.58% | 0.58% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venture Visionary Partners LLC | History | No change | 20,261 | 1,999 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 20,198 | 1,993 | 0.22% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 19,248 | 1,899 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 15,587 | 1,538 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 14,736 | 1,454 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 14,714 | 1,452 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 14,181 | 1,399 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 13,996 | 1,381 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 13,687 | 1,350 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 13,443 | 1,326 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,794 | 1,262 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 11,764 | 1,160 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Noble Wealth Management PBC | History | Added to | 12,430 | 1,143 | 0.51% | 0.21% | 51 | +7,650 | 160.04% | Q3 2026 | Oct 01, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 11,473 | 1,132 | 0.44% | 0.44% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 11,737 | 1,097 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IMC-Chicago, LLC | History | No change | 10,861 | 1,071 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Financial Advisory LLC | History | No change | 10,556 | 1,041 | 0.2% | 0.2% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | No change | 9,705 | 957 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 9,375 | 925 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Regatta Research & Money Management | History | No change | 9,354 | 922 | 0.87% | 0.87% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 9,113 | 899 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,080 | 896 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 9,029 | 890 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 8,895 | 877 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 8,600 | 788 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,791 | 768 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 7,327 | 723 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sivia Capital Partners, LLC | History | No change | 7,195 | 710 | 0.09% | 0.09% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,996 | 685 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,824 | 673 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 6,704 | 661 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| McAdam, LLC | History | No change | 6,702 | 661 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,654 | 656 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 6,576 | 648 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,550 | 646 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,462 | 637 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,443 | 635 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 6,356 | 627 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Wealth | History | No change | 6,270 | 618 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 6,231 | 614 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 5,923 | 584 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 5,883 | 580 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | No change | 5,547 | 547 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,504 | 543 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | No change | 5,286 | 521 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 5,273 | 520 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,263 | 519 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,220 | 515 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paladin Wealth, LLC | History | No change | 5,164 | 509 | 0.3% | 0.3% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 5,149 | 508 | 0.2% | 0.2% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 5,097 | 502 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 5,046 | 497 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,882 | 481 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,796 | 473 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | No change | 4,700 | 463 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 4,475 | 441 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 4,472 | 441 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 4,463 | 440 | 0.28% | 0.28% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,304 | 424 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 4,509 | 422 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | No change | 4,270 | 421 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 4,232 | 417 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Sowell Financial Services LLC | History | No change | 4,024 | 397 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 3,890 | 383 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 3,815 | 376 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,666 | 361 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 3,612 | 356 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 1,870 | 355 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,400 | 335 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 3,314 | 327 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advyzon Investment Management, LLC | History | No change | 3,293 | 324 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 3,179 | 313 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 3,165 | 312 | 0.26% | 0.26% | 111 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 3,165 | 312 | 0.26% | 0.26% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,151 | 310 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 3,132 | 309 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | No change | 3,113 | 307 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 3,095 | 305 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sunpointe, LLC | History | No change | 3,096 | 305 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IAM Advisory, LLC | History | No change | 3,085 | 304 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Oxinas Partners, LLC | History | No change | 3,076 | 303 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | No change | 3,046 | 300 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brown Financial Advisors | History | No change | 3,043 | 300 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| BROWN ADVISORY INC | History | No change | 3,002 | 296 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,000 | 296 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,941 | 290 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,914 | 287 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,901 | 286 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 2,885 | 284 | 0.16% | 0.16% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversified Portfolios, Inc. | History | No change | 2,863 | 282 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JT Stratford LLC | History | No change | 2,776 | 273 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,736 | 269 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,595 | 256 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 2,600 | 256 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berman McAleer LLC | History | No change | 2,600 | 256 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| StoneX Group Inc. | History | No change | 3,178 | 254 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,404 | 237 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venturi Wealth Management, LLC | History | No change | 2,405 | 237 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,374 | 234 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fusion Capital, LLC | History | No change | 2,345 | 231 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,326 | 229 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 2,284 | 225 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 2,278 | 224 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Independent Wealth Advisors LLC | History | No change | 2,261 | 223 | 0.2% | 0.2% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 2,230 | 218 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,210 | 218 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valley Brook Capital Group, Inc. | History | No change | 2,210 | 218 | 0.12% | 0.12% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,117 | 209 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 2,126 | 209 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 2,111 | 208 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sun Group Wealth Partners | History | No change | 2,114 | 208 | 0.14% | 0.14% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 2,095 | 206 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Capital Management, LLC | History | No change | 2,079 | 205 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ZEGA Investments, LLC | History | No change | 2,086 | 205 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 2,055 | 202 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,368 | 134 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,322 | 126 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 1,244 | 122 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 1,231 | 121 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 1,187 | 117 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,178 | 116 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 813 | 80 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 800 | 78 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 660 | 65 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 655 | 64 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 633 | 62 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Equity Partners, LLC | History | No change | 635 | 62 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 569 | 56 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 545 | 53 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 500 | 49 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 469 | 46 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 462 | 45 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 442 | 43 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Morse Asset Management, Inc | History | No change | 430 | 42 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 418 | 41 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 351 | 34 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 333 | 32 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CNB Bank | History | No change | 319 | 31 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 309 | 30 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 299 | 29 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Synergy Investment Management, LLC | History | No change | 290 | 28 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 274 | 25 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 248 | 24 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Advocates LLC | History | No change | 246 | 24 | 0.09% | 0.09% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 245 | 24 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 216 | 21 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 203 | 20 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 204 | 20 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 191 | 18 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 167 | 16 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 157 | 15 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 150 | 14 | 0.22% | 0.22% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 132 | 13 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 141 | 13 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 100 | 9 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADIRONDACK TRUST CO | History | No change | 78 | 7 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Silicon Valley Capital Partners | History | No change | 77 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rossby Financial, LCC | History | No change | 65 | 6 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Napier Financial, LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Highland Investment Advisors LLC | History | No change | 70 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 51 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 34 | 3 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 38 | 3 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 31 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REAP Financial Group, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 20 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BFSG, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizon Investments, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |