VanEck ETF Trust - CLOI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,964,724 | 104,032 | 0.02% | 0.03% | 1 | +174,386 | 9.74% | Q2 2026 | Aug 07, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 1,900,128 | 100,610 | 26.21% | 35.5% | 2 | +36,677 | 1.97% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,784,519 | 94,490 | 1.24% | 1.28% | 3 | +120,137 | 7.22% | Q2 2026 | Aug 06, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 458,362 | 24,270 | 2.09% | 2.18% | 4 | +24,568 | 5.66% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 423,873 | 22,444 | 0.17% | 0.19% | 5 | -4,596 | -1.07% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 400,699 | 21,116 | 0.86% | 0.92% | 6 | +40,627 | 11.28% | Q2 2026 | Jul 09, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 398,471 | 21,099 | 6.89% | 6.05% | 7 | +61,609 | 18.29% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 319,954 | 16,941 | 0.0% | 0.0% | 8 | +158,843 | 98.59% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 306,340 | 16,214 | 0.01% | 0.01% | 9 | +55,440 | 22.1% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 275,289 | 14,576 | 0.2% | 0.22% | 10 | +6,992 | 2.61% | Q2 2026 | Jul 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 272,493 | 14,428 | 0.23% | — | 12 | +272,493 | New | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 272,492 | 14,428 | 3.95% | 4.26% | 11 | +13,183 | 5.08% | Q2 2026 | Jul 21, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 269,896 | 14,301 | 2.02% | 1.53% | 13 | +5,185 | 1.96% | Q2 2026 | Aug 07, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Added to | 266,600 | 14,116 | 5.04% | 5.18% | 14 | +40,000 | 17.65% | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 259,161 | 13,722 | 0.1% | 0.1% | 15 | +7,394 | 2.94% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 254,492 | 13,475 | 0.86% | 0.81% | 16 | +30,959 | 13.85% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 248,620 | 13,164 | 0.03% | 0.03% | 17 | +62,753 | 33.76% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 228,901 | 12,120 | 0.0% | 0.0% | 18 | +226,299 | 8697.12% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 223,563 | 11,838 | 0.03% | 0.03% | 19 | +3,402 | 1.55% | Q2 2026 | Jul 27, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 223,081 | 11,812 | 0.86% | 0.53% | 20 | +100,444 | 81.9% | Q2 2026 | Aug 04, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 207,039 | 10,952 | 1.57% | 1.04% | 21 | +77,479 | 59.8% | Q2 2026 | Aug 06, 2026 |
| Integras Partners LLC | History | Added to | 196,467 | 10,402 | 5.74% | 5.82% | 22 | +28,258 | 16.8% | Q2 2026 | Jul 24, 2026 |
| OneAscent Financial Services LLC | History | Added to | 194,006 | 10,272 | 0.49% | 0.43% | 23 | +42,409 | 27.97% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 189,420 | 10,029 | 0.0% | 0.0% | 24 | +100,489 | 113.0% | Q2 2026 | Sep 23, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 183,109 | 9,695 | 0.48% | 0.59% | 25 | -17,710 | -8.82% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 178,384 | 9,445 | 0.19% | 0.24% | 26 | -17,331 | -8.86% | Q2 2026 | Aug 06, 2026 |
| Tandem Financial, LLC | History | Added to | 177,333 | 9,389 | 2.82% | 2.18% | 27 | +47,514 | 36.6% | Q2 2026 | Aug 13, 2026 |
| Alpha Zero LLC | History | Added to | 174,296 | 9,211 | 3.49% | 4.22% | 28 | +16,028 | 10.13% | Q2 2026 | Jul 17, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 167,555 | 8,872 | 2.64% | 1.44% | 29 | +84,621 | 102.03% | Q2 2026 | Aug 11, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 157,402 | 8,334 | 0.9% | 1.24% | 30 | -4,855 | -2.99% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 153,588 | 8,132 | 0.01% | 0.01% | 31 | +16,223 | 11.81% | Q2 2026 | Aug 12, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 150,428 | 7,965 | 1.52% | 1.65% | 32 | -11,214 | -6.94% | Q2 2026 | Jul 28, 2026 |
| Curi Capital, LLC | History | Reduced | 146,408 | 7,752 | 0.12% | 0.16% | 33 | -27,886 | -16.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 143,809 | 7,614 | 0.08% | 0.07% | 34 | +41,000 | 39.88% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | Added to | 142,469 | 7,543 | 0.08% | 0.02% | 35 | +113,660 | 394.53% | Q2 2026 | Jul 28, 2026 |
| CWC Advisors, LLC. | History | Added to | 135,390 | 7,168 | 3.18% | 3.33% | 36 | +2,484 | 1.87% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 126,158 | 6,680 | 0.01% | 0.01% | 37 | +31,877 | 33.81% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | Added to | 126,017 | 6,672 | 0.45% | 0.45% | 38 | +9,319 | 7.99% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 125,174 | 6,627 | 0.2% | 0.0% | 39 | +124,518 | 18981.4% | Q2 2026 | Jul 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 103,696 | 5,490 | 2.51% | 2.77% | 40 | +4,439 | 4.47% | Q2 2026 | Aug 13, 2026 |
| Ferguson Shapiro LLC | History | Added to | 96,010 | 5,083 | 1.49% | 0.98% | 41 | +35,263 | 58.05% | Q2 2026 | Jul 09, 2026 |
| Synergy Investment Management, LLC | History | New | 92,578 | 4,902 | 1.19% | — | 42 | +92,578 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 92,297 | 4,887 | 0.02% | 0.01% | 43 | +52,356 | 131.08% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | Added to | 89,400 | 4,733 | 0.09% | 0.1% | 44 | +297 | 0.33% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 83,973 | 4,446 | 0.26% | 0.27% | 45 | +3,016 | 3.73% | Q2 2026 | Jul 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 83,234 | 4,407 | 2.58% | 2.14% | 46 | +22,841 | 37.82% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 79,979 | 4,234 | 0.14% | 0.12% | 47 | +18,503 | 30.1% | Q2 2026 | Aug 14, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 77,902 | 4,124 | 2.66% | 2.44% | 48 | +1,671 | 2.19% | Q2 2026 | Jul 28, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 73,928 | 3,914 | 2.53% | 2.84% | 49 | -4,903 | -6.22% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 72,756 | 3,852 | 0.01% | 0.01% | 50 | +2,818 | 4.03% | Q2 2026 | Jul 28, 2026 |
| Harvest Investment Services, LLC | History | Added to | 69,960 | 3,704 | 0.57% | 0.65% | 51 | +2,728 | 4.06% | Q2 2026 | Aug 14, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 66,355 | 3,513 | 1.03% | — | 52 | +66,355 | New | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 64,894 | 3,436 | 0.02% | 0.02% | 53 | +2,752 | 4.43% | Q2 2026 | Aug 13, 2026 |
| Bison Wealth, LLC | History | Added to | 60,853 | 3,210 | 0.29% | 0.3% | 54 | +2,130 | 3.63% | Q2 2026 | Jul 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 60,124 | 3,183 | 0.06% | 0.07% | 55 | -4,440 | -6.88% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 57,069 | 3,022 | 0.0% | 0.0% | 56 | -8,137 | -12.48% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 56,553 | 2,994 | 0.0% | 0.0% | 57 | +28,422 | 101.03% | Q2 2026 | Aug 14, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 55,100 | 2,907 | 1.47% | 1.49% | 58 | -866 | -1.55% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | New | 53,838 | 2,850 | 0.0% | — | 59 | +53,838 | New | Q2 2026 | Aug 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 53,278 | 2,821 | 0.15% | 0.18% | 60 | -1,930 | -3.5% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | Added to | 51,611 | 2,732 | 0.03% | 0.03% | 61 | +4,094 | 8.62% | Q2 2026 | Aug 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 51,534 | 2,728 | 0.18% | 0.2% | 62 | +656 | 1.29% | Q2 2026 | Aug 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 50,860 | 2,693 | 0.2% | 0.15% | 63 | +15,492 | 43.8% | Q2 2026 | Jul 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 49,923 | 2,643 | 0.05% | — | 64 | +49,923 | New | Q2 2026 | Jul 21, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 47,510 | 2,515 | 0.24% | 0.24% | 65 | +10,427 | 28.12% | Q2 2026 | Jul 29, 2026 |
| Ascent Advisors, LLC | History | New | 47,252 | 2,493 | 2.88% | — | 66 | +47,252 | New | Q2 2026 | Aug 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 47,040 | 2,490 | 1.52% | 1.57% | 67 | +518 | 1.11% | Q2 2026 | Jul 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 46,918 | 2,484 | 0.0% | — | 68 | +46,918 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,772 | 2,370 | 0.0% | 0.01% | 69 | -66,794 | -59.87% | Q2 2026 | Aug 05, 2026 |
| Adams Wealth Management | History | Reduced | 42,918 | 2,272 | 0.44% | 0.58% | 70 | -7,240 | -14.43% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | Reduced | 42,918 | 2,272 | 0.37% | 0.51% | 71 | -7,240 | -14.43% | Q2 2026 | Aug 11, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 41,470 | 2,195 | 0.05% | 0.05% | 72 | -1,360 | -3.18% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 39,045 | 2,067 | 0.01% | 0.01% | 73 | +2,570 | 7.05% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | Added to | 38,688 | 2,048 | 0.25% | 0.23% | 74 | +5,943 | 18.15% | Q2 2026 | Jul 08, 2026 |
| Allen Capital Group, LLC | History | Added to | 38,643 | 2,046 | 0.17% | 0.18% | 75 | +411 | 1.08% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 35,181 | 1,862 | 0.03% | 0.04% | 76 | +4,045 | 12.99% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 34,981 | 1,852 | 0.02% | 0.02% | 77 | +4,046 | 13.08% | Q2 2026 | Aug 14, 2026 |
| Fusion Capital, LLC | History | New | 33,855 | 1,792 | 0.42% | — | 78 | +33,855 | New | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 33,733 | 1,786 | 0.0% | — | 79 | +33,733 | New | Q2 2026 | Aug 14, 2026 |
| Peck Wealth Management, LLC | History | New | 32,375 | 1,714 | 1.44% | — | 80 | +32,375 | New | Q2 2026 | Jul 31, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 31,682 | 1,677 | 0.53% | 0.52% | 81 | +4,707 | 17.45% | Q2 2026 | Jul 31, 2026 |
| Balefire, LLC | History | Added to | 30,289 | 1,603 | 0.26% | 0.16% | 82 | +14,255 | 88.9% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 29,785 | 1,577 | 0.03% | 0.03% | 83 | +666 | 2.29% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,164 | 1,544 | 0.0% | 0.01% | 84 | -2,254 | -7.17% | Q2 2026 | Aug 12, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 28,580 | 1,513 | 0.62% | 2.01% | 85 | -49,186 | -63.25% | Q2 2026 | Jul 27, 2026 |
| Global View Capital Management LLC | History | New | 28,446 | 1,506 | 0.31% | — | 86 | +28,446 | New | Q2 2026 | Jul 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 27,912 | 1,477 | 0.02% | 0.03% | 87 | +548 | 2.0% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 27,755 | 1,469 | 0.03% | 0.04% | 88 | -2,232 | -7.44% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,444 | 1,453 | 0.0% | 0.0% | 89 | +8,586 | 45.53% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,778 | 1,417 | 0.0% | 0.0% | 90 | +4,362 | 19.46% | Q2 2026 | Jul 29, 2026 |
| Virtue Capital Management, LLC | History | New | 26,185 | 1,386 | 0.19% | — | 91 | +26,185 | New | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | New | 25,986 | 1,375 | 0.0% | — | 92 | +25,986 | New | Q2 2026 | Aug 13, 2026 |
| United Advisor Group, LLC | History | New | 25,772 | 1,364 | 0.14% | — | 93 | +25,772 | New | Q2 2026 | Jul 29, 2026 |
| OneAscent Family Office, LLC | History | Added to | 25,591 | 1,355 | 0.68% | 0.49% | 94 | +12,154 | 90.45% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 24,738 | 1,309 | 0.01% | — | 95 | +24,738 | New | Q2 2026 | Jul 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 22,279 | 1,179 | 0.07% | 0.07% | 96 | +1,450 | 6.96% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 21,819 | 1,155 | 0.01% | 0.01% | 97 | +816 | 3.89% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,869 | 1,052 | 0.01% | 0.01% | 98 | +909 | 4.79% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 18,159 | 961 | 0.02% | 0.01% | 99 | +11,019 | 154.33% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,075 | 953 | 0.0% | 0.0% | 100 | +4,407 | 32.24% | Q2 2026 | Jul 15, 2026 |
| Bank of New York Mellon Corp | History | New | 17,919 | 948 | 0.0% | — | 101 | +17,919 | New | Q2 2026 | Aug 06, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 17,367 | 919 | 0.21% | 0.33% | 102 | -7,522 | -30.22% | Q2 2026 | Aug 03, 2026 |
| LM Advisors LLC | History | New | 17,065 | 904 | 0.1% | — | 103 | +17,065 | New | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,677 | 883 | 0.01% | 0.01% | 104 | -5,414 | -24.51% | Q2 2026 | Jul 17, 2026 |
| SWMG, LLC | History | New | 16,091 | 850 | 0.2% | — | 105 | +16,091 | New | Q2 2026 | Jul 15, 2026 |
| UMB Bank, n.a. | History | No change | 14,700 | 778 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 13,932 | 737 | 0.02% | 0.02% | 107 | +3,922 | 39.18% | Q2 2026 | Jul 07, 2026 |
| Legacy Wealth Partners, LLC | History | New | 12,861 | 680 | 0.15% | — | 108 | +12,861 | New | Q2 2026 | Jul 22, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 12,467 | 660 | 0.29% | 0.29% | 109 | +114 | 0.92% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 12,449 | 658 | 0.08% | — | 110 | +12,449 | New | Q2 2026 | Aug 12, 2026 |
| Fulcrum Equity Management | History | New | 12,383 | 655 | 0.48% | — | 111 | +12,383 | New | Q2 2026 | Jul 09, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 12,039 | 637 | 0.17% | — | 112 | +12,039 | New | Q2 2026 | Jul 09, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 12,002 | 635 | 0.32% | 0.42% | 113 | -1,239 | -9.36% | Q2 2026 | Jul 13, 2026 |
| Castleview Partners, LLC | History | Reduced | 11,688 | 618 | 0.27% | 0.49% | 114 | -6,483 | -35.68% | Q2 2026 | Jul 20, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 11,608 | 614 | 0.19% | 0.35% | 115 | -29,656 | -71.87% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,573 | 612 | 0.01% | 0.01% | 116 | +3,965 | 52.12% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 11,374 | 602 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 11,229 | 594 | 0.07% | — | 118 | +11,229 | New | Q2 2026 | Jul 09, 2026 |
| &PARTNERS | History | Reduced | 11,073 | 586 | 0.0% | 0.0% | 119 | -1,670 | -13.11% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 10,151 | 536 | 0.07% | 0.1% | 120 | -2,846 | -21.9% | Q2 2026 | Jul 23, 2026 |
| GeoWealth Management, LLC | History | New | 9,909 | 524 | 0.02% | — | 121 | +9,909 | New | Q2 2026 | Jul 30, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 9,718 | 514 | 0.06% | 0.07% | 122 | +126 | 1.31% | Q2 2026 | Aug 03, 2026 |
| J. M. Brown & Associates Inc. | History | New | 9,646 | 510 | 0.29% | — | 123 | +9,646 | New | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,320 | 493 | 0.0% | 0.0% | 124 | -383 | -3.95% | Q2 2026 | Aug 19, 2026 |
| TCP Asset Management, LLC | History | Reduced | 9,257 | 490 | 0.06% | 0.08% | 125 | -1,894 | -16.99% | Q2 2026 | Jul 15, 2026 |
| WESPAC Advisors, LLC | History | Added to | 8,807 | 466 | 0.23% | 0.14% | 126 | +3,884 | 78.89% | Q2 2026 | Aug 10, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 8,680 | 459 | 0.1% | — | 127 | +8,680 | New | Q2 2026 | Jul 09, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Reduced | 8,474 | 448 | 0.06% | 0.07% | 128 | -713 | -7.76% | Q2 2026 | Jul 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,325 | 440 | 0.02% | — | 129 | +8,325 | New | Q2 2026 | Jul 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 8,275 | 438 | 0.04% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RFG Advisory, LLC | History | New | 8,193 | 433 | 0.01% | — | 131 | +8,193 | New | Q2 2026 | Jul 15, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 8,057 | 426 | 0.14% | 0.17% | 132 | +257 | 3.29% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 8,025 | 423 | 0.01% | 0.01% | 133 | +98 | 1.24% | Q2 2026 | Jul 13, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 7,815 | 413 | 0.02% | — | 134 | +7,815 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,681 | 406 | 0.0% | 0.01% | 135 | -36,382 | -82.57% | Q2 2026 | Jul 27, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 7,434 | 393 | 0.11% | 0.08% | 136 | +2,654 | 55.52% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,358 | 389 | 0.0% | 0.0% | 137 | +8 | 0.11% | Q2 2026 | Jul 28, 2026 |
| Trek Financial, LLC | History | New | 7,303 | 386 | 0.02% | — | 138 | +7,303 | New | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,213 | 381 | 0.0% | 0.0% | 139 | +293 | 4.23% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 6,713 | 355 | 0.04% | 0.05% | 140 | -23 | -0.34% | Q2 2026 | Jul 14, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 6,611 | 350 | 0.22% | 0.24% | 141 | +73 | 1.12% | Q2 2026 | Aug 13, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 6,330 | 335 | 0.05% | 0.04% | 142 | +1,865 | 41.77% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | New | 6,192 | 328 | 0.0% | — | 143 | +6,192 | New | Q2 2026 | Aug 05, 2026 |
| BXM Wealth LLC | History | Added to | 5,915 | 313 | 0.17% | 0.2% | 144 | +950 | 19.13% | Q2 2026 | Jul 24, 2026 |
| Knights of Columbus Asset Advisors LLC | History | New | 5,858 | 310 | 0.02% | — | 145 | +5,858 | New | Q2 2026 | Jul 31, 2026 |
| L & S Advisors Inc | History | Added to | 5,798 | 307 | 0.03% | 0.03% | 146 | +1,319 | 29.45% | Q2 2026 | Aug 12, 2026 |
| FWG Holdings, LLC | History | No change | 5,819 | 307 | 0.11% | 0.12% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,770 | 305 | 0.0% | 0.0% | 148 | -36,621 | -86.39% | Q2 2026 | Sep 02, 2026 |
| Balboa Wealth Partners | History | Reduced | 5,675 | 300 | 0.04% | 0.05% | 149 | -47 | -0.82% | Q2 2026 | Aug 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 5,603 | 296 | 0.03% | 0.03% | 150 | +768 | 15.88% | Q2 2026 | Jul 09, 2026 |
| RMR Wealth Builders | History | Reduced | 5,043 | 267 | 0.02% | 0.04% | 151 | -4,108 | -44.89% | Q2 2026 | Jul 24, 2026 |
| Creekside Partners | History | No change | 5,057 | 267 | 0.1% | 0.11% | 152 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 4,977 | 263 | 0.05% | — | 153 | +4,977 | New | Q2 2026 | Aug 12, 2026 |
| Emissary Wealth LLC | History | Reduced | 4,807 | 254 | 0.19% | 0.28% | 154 | -925 | -16.14% | Q2 2026 | Jul 28, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 4,682 | 247 | 0.02% | — | 155 | +4,682 | New | Q2 2026 | Jul 21, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 4,663 | 246 | 0.24% | 0.26% | 156 | -159 | -3.3% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,504 | 238 | 0.0% | — | 157 | +4,504 | New | Q2 2026 | Jul 29, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 4,350 | 230 | 0.36% | 0.35% | 158 | +79 | 1.85% | Q2 2026 | Aug 11, 2026 |
| Encompass More Asset Management | History | New | 4,316 | 228 | 0.03% | — | 159 | +4,316 | New | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,223 | 223 | 0.0% | 0.0% | 160 | +1,043 | 32.8% | Q2 2026 | Aug 12, 2026 |
| Elequin Capital, LP | History | New | 4,084 | 216 | 0.01% | — | 161 | +4,084 | New | Q2 2026 | Aug 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 4,031 | 213 | 0.03% | 0.13% | 162 | -9,209 | -69.55% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 3,891 | 206 | 0.01% | — | 163 | +3,891 | New | Q2 2026 | Jul 22, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 3,784 | 200 | 0.04% | — | 164 | +3,784 | New | Q2 2026 | Jul 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,775 | 199 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,721 | 197 | 0.0% | — | 166 | +3,721 | New | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 3,391 | 179 | 0.01% | 0.01% | 167 | +1,002 | 41.94% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,250 | 172 | 0.01% | 0.01% | 168 | +2,000 | 160.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,072 | 162 | 0.0% | 0.0% | 169 | -3,782 | -55.18% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | Added to | 2,771 | 146 | 0.0% | 0.0% | 170 | +35 | 1.28% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 1,891 | 100 | 0.0% | 0.0% | 171 | +81 | 4.48% | Q2 2026 | Jul 30, 2026 |
| Copia Wealth Management | History | New | 1,710 | 90 | 0.05% | — | 172 | +1,710 | New | Q2 2026 | Aug 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,506 | 79 | 0.02% | 0.0% | 173 | +1,420 | 1651.16% | Q2 2026 | Aug 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,290 | 68 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 1,228 | 64 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 993 | 52 | 0.0% | 0.0% | 176 | +261 | 35.66% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 941 | 49 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 825 | 43 | 0.0% | 0.0% | 178 | +9 | 1.1% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 612 | 32 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | Added to | 597 | 31 | 0.0% | 0.0% | 180 | +543 | 1005.56% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | Reduced | 549 | 29 | 0.0% | 0.0% | 182 | -2,244 | -80.34% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 555 | 29 | 0.0% | — | 183 | +555 | New | Q2 2026 | Jul 22, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 562 | 29 | 0.0% | 0.0% | 181 | +30 | 5.64% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 408 | 21 | 0.0% | 0.0% | 184 | +161 | 65.18% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 387 | 20 | 0.0% | — | 185 | +387 | New | Q2 2026 | Aug 06, 2026 |
| Kiker Wealth Management, LLC | History | New | 283 | 14 | 0.01% | — | 186 | +283 | New | Q2 2026 | Jul 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 205 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 178 | 9 | 0.0% | — | 188 | +178 | New | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | New | 86 | 4 | 0.0% | — | 189 | +86 | New | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 58 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Key Capital Management, INC | History | No change | 41 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 36 | 1 | 0.0% | — | 195 | +36 | New | Q2 2026 | Aug 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Networth Advisors, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.06% | — | -110,010 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,115 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.05% | — | -34,704 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Narwhal Capital Management | History | Closed out | 0 | 0 | — | 0.07% | — | -18,181 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,985 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,801 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,534 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -3,967 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,893 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -875 | -100.0% | Q2 2026 | Jul 23, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -586 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Aug 06, 2026 |
| Financial Gravity Companies, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kingdom Financial Group LLC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |