Simplify Exchange Traded Funds - CTA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 5,171,126 | 134,139 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,099,211 | 75,440 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITIGROUP INC | History | No change | 2,121,200 | 55,023 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Boothe Investment Group, Inc. | History | No change | 1,741,958 | 45,186 | 14.24% | 14.24% | 4 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | No change | 1,475,530 | 38,275 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,160,469 | 30,102 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AE Wealth Management LLC | History | No change | 1,001,267 | 25,972 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 973,762 | 25,261 | 12.67% | 12.67% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAG Wealth Partners, LLC | History | No change | 821,040 | 21,297 | 2.11% | 2.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 804,759 | 20,875 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 620,809 | 16,103 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Deane Retirement Strategies, Inc. | History | No change | 597,723 | 15,505 | 6.56% | 6.56% | 12 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HighTower Advisors, LLC | History | No change | 538,438 | 13,967 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 537,313 | 13,937 | 8.87% | 8.87% | 14 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Capital Management, Inc. | History | No change | 528,537 | 13,710 | 0.83% | 0.83% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 512,694 | 13,299 | 1.69% | 1.69% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altiora Financial Group, LLC | History | No change | 503,393 | 13,058 | 2.06% | 2.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fielder Capital Group LLC | History | No change | 486,636 | 12,623 | 2.73% | 2.73% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 463,212 | 12,015 | 0.31% | 0.31% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 455,688 | 11,820 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 447,318 | 11,467 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 434,277 | 11,265 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 427,579 | 11,091 | 4.59% | 4.59% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OmniStar Financial Group, Inc. | History | No change | 424,076 | 11,000 | 5.07% | 5.07% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 418,318 | 10,851 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 410,108 | 10,638 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 391,186 | 10,147 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 387,215 | 10,044 | 0.56% | 0.56% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 380,117 | 9,860 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ferguson Shapiro LLC | History | No change | 372,915 | 9,673 | 2.83% | 2.83% | 30 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| THEORY FINANCIAL LLC | History | No change | 361,176 | 9,368 | 2.95% | 2.95% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 360,978 | 9,363 | 2.57% | 2.57% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 340,142 | 8,823 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 324,827 | 8,405 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COWA, LLC | History | No change | 323,481 | 8,391 | 2.1% | 2.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 308,885 | 8,012 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 279,828 | 7,258 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 266,834 | 6,921 | 3.35% | 3.35% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 236,837 | 6,143 | 3.59% | 3.59% | 39 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MORGAN STANLEY | History | No change | 223,166 | 5,788 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 218,703 | 5,673 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 198,784 | 5,156 | 0.58% | 0.58% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 177,270 | 5,112 | 1.37% | 1.31% | 43 | -15,504 | -8.04% | Q3 2026 | Oct 02, 2026 |
| Belpointe Asset Management LLC | History | No change | 195,637 | 5,074 | 0.17% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Key Capital Management, INC | History | No change | 195,557 | 5,072 | 2.61% | 2.61% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CSS LLC/IL | History | No change | 193,879 | 5,029 | 0.2% | 0.2% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 189,891 | 4,925 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 183,712 | 4,767 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 183,640 | 4,763 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 167,661 | 4,349 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 161,765 | 4,196 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 152,629 | 3,959 | 0.27% | 0.27% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | No change | 148,426 | 3,850 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 140,430 | 3,642 | 0.23% | 0.23% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 140,243 | 3,638 | 1.81% | 1.81% | 55 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 139,542 | 3,619 | 1.36% | 1.36% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 137,928 | 3,577 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 130,771 | 3,392 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | No change | 128,615 | 3,336 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TriaGen Wealth Management LLC | History | No change | 126,953 | 3,293 | 0.82% | 0.82% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 126,178 | 3,273 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 125,785 | 3,262 | 1.81% | 1.81% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cumberland Partners Ltd | History | No change | 125,198 | 3,247 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | No change | 124,445 | 3,228 | 6.88% | 6.88% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 121,033 | 3,139 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 116,223 | 3,014 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 116,097 | 3,011 | 0.81% | 0.81% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 115,501 | 3,000 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSA Advisors, Inc. | History | No change | 110,420 | 2,864 | 1.31% | 1.31% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 106,990 | 2,775 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 104,137 | 2,701 | 1.71% | 1.71% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 99,648 | 2,584 | 0.23% | 0.23% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambria Investment Management, L.P. | History | No change | 99,307 | 2,576 | 0.13% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 96,704 | 2,508 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roan Capital Partners | History | No change | 96,417 | 2,501 | 2.07% | 2.07% | 75 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stratos Investment Management, LLC | History | No change | 96,346 | 2,499 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 94,184 | 2,443 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 92,415 | 2,397 | 0.54% | 0.54% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 84,463 | 2,190 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 80,151 | 2,079 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 78,931 | 2,047 | 1.07% | 1.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 78,171 | 2,027 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | No change | 77,564 | 2,012 | 0.35% | 0.35% | 83 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 77,492 | 2,010 | 0.76% | 0.76% | 84 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 77,059 | 1,998 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PMV Capital Advisers, LLC | History | No change | 75,962 | 1,970 | 2.96% | 2.96% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 73,959 | 1,918 | 0.8% | 0.8% | 87 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 71,678 | 1,859 | 1.19% | 1.19% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 68,581 | 1,778 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 60,424 | 1,638 | 0.35% | 0.35% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 62,185 | 1,613 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 61,925 | 1,606 | 0.74% | 0.74% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Darwin Wealth Management, LLC | History | No change | 61,209 | 1,587 | 0.43% | 0.43% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 61,210 | 1,587 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 60,600 | 1,571 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 60,461 | 1,568 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arrowroot Family Office, LLC | History | No change | 60,203 | 1,561 | 0.45% | 0.45% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global View Capital Management LLC | History | No change | 59,936 | 1,554 | 0.32% | 0.32% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 59,357 | 1,539 | 0.84% | 0.84% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 58,479 | 1,516 | 0.85% | 0.85% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, LLC | History | No change | 57,700 | 1,496 | 0.22% | 0.22% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Delta Investment Management, LLC | History | No change | 57,192 | 1,483 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 57,185 | 1,483 | 0.22% | 0.22% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMA Wealth Management, LLC | History | No change | 56,469 | 1,464 | 0.94% | 0.94% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | No change | 56,298 | 1,460 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 56,173 | 1,457 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 51,114 | 1,325 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 50,800 | 1,317 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MATHER GROUP, LLC. | History | No change | 49,706 | 1,289 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 47,116 | 1,221 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 46,898 | 1,216 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 45,108 | 1,170 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 42,153 | 1,093 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PFG Investments, LLC | History | No change | 41,924 | 1,087 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fermata Advisors, LLC | History | No change | 41,438 | 1,074 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Networth Advisors, LLC | History | No change | 41,351 | 1,072 | 0.62% | 0.62% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Betterment LLC | History | No change | 41,020 | 1,064 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 40,818 | 1,058 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 40,221 | 1,043 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 40,204 | 1,042 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aries Wealth Management | History | No change | 39,856 | 1,033 | 0.2% | 0.2% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Latitude Advisors, LLC | History | No change | 39,412 | 1,022 | 0.41% | 0.41% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | No change | 39,074 | 1,013 | 0.52% | 0.52% | 123 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 38,528 | 999 | 0.3% | 0.3% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 33,298 | 960 | 0.18% | 0.17% | 125 | -1,073 | -3.12% | Q3 2026 | Oct 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 36,035 | 934 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 35,851 | 929 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 35,851 | 929 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENTREWEALTH, LLC | History | No change | 33,855 | 882 | 0.33% | 0.33% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 33,869 | 878 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NWAM LLC | History | No change | 33,830 | 877 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Enhancement Group LLC | History | No change | 29,274 | 759 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 28,699 | 744 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rede Wealth, LLC | History | No change | 28,426 | 737 | 0.24% | 0.24% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | No change | 26,063 | 676 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 25,293 | 656 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 25,003 | 648 | 0.22% | 0.22% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Claro Advisors Inc. | History | No change | 24,437 | 633 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 24,027 | 623 | 0.24% | 0.24% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilltop Holdings Inc. | History | No change | 23,230 | 602 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 23,355 | 599 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Luminist Capital LLC | History | No change | 23,655 | 594 | 0.67% | 0.67% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 22,243 | 591 | 0.14% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GWN SECURITIES INC. | History | No change | 22,704 | 588 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 22,717 | 587 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 21,743 | 564 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 21,700 | 563 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Advisors Inc. | History | No change | 21,437 | 556 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ignite Planners, LLC | History | No change | 21,258 | 548 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tidal Investments LLC | History | No change | 20,938 | 543 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 20,176 | 523 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Optivise Advisory Services LLC | History | No change | 20,200 | 523 | 0.27% | 0.27% | 152 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| City Center Advisors, LLC | History | No change | 20,070 | 520 | 0.42% | 0.42% | 153 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Marex Group Ltd | History | No change | 19,600 | 508 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 19,428 | 500 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 18,584 | 482 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAP Partners, LLC | History | No change | 18,386 | 476 | 0.23% | 0.23% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blueprint Investment Partners LLC | History | No change | 18,145 | 470 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 18,145 | 470 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guilbault Capital LLC | History | No change | 17,850 | 463 | 0.46% | 0.46% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 17,284 | 448 | 0.18% | 0.18% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Andina Capital Management, LLC | History | No change | 17,202 | 446 | 0.72% | 0.72% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Great Diamond Partners, LLC | History | No change | 16,773 | 435 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 16,803 | 434 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signet Private Wealth LLC | History | No change | 16,699 | 433 | 0.35% | 0.35% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Composition Wealth, LLC | History | No change | 16,436 | 426 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 15,670 | 406 | 0.14% | 0.14% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,023 | 389 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Watchman Group, Inc. | History | No change | 14,589 | 378 | 0.08% | 0.08% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,469 | 375 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MGO ONE SEVEN LLC | History | No change | 14,128 | 366 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Axim Planning & Wealth | History | No change | 14,061 | 364 | 0.51% | 0.51% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 14,022 | 363 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,786 | 357 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,656 | 354 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orcam Financial Group | History | No change | 13,440 | 348 | 0.17% | 0.17% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 13,407 | 347 | 0.15% | 0.15% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 13,355 | 346 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 12,180 | 332 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Decker Retirement Planning Inc. | History | No change | 12,584 | 326 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Belvedere Trading LLC | History | No change | 12,299 | 319 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 11,979 | 310 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisor Resource Council | History | No change | 11,874 | 309 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Solstein Capital, LLC | History | No change | 11,836 | 307 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,530 | 299 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | No change | 11,304 | 293 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 11,285 | 292 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 11,133 | 288 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 11,096 | 287 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keeler Thomas Management LLC | History | No change | 11,028 | 286 | 0.1% | 0.1% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 10,884 | 282 | 0.08% | 0.08% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Firestone Capital Management | History | No change | 10,820 | 280 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 10,766 | 279 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 10,715 | 277 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advyzon Investment Management, LLC | History | No change | 10,382 | 269 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lewis Asset Management, LLC | History | No change | 10,300 | 267 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 10,189 | 264 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Private Trust Co. | History | No change | 10,000 | 259 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archford Capital Strategies, LLC | History | No change | 9,903 | 256 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| E&G Advisors, LLC | History | No change | 9,700 | 251 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Independent Advisor Alliance | History | No change | 9,650 | 250 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 9,200 | 238 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | No change | 8,852 | 229 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 8,812 | 228 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | No change | 8,780 | 227 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,709 | 226 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Innovative Wealth Building LLC | History | No change | 8,453 | 219 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XY Planning Network, Inc. | History | No change | 8,042 | 208 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CHOREO, LLC | History | No change | 7,822 | 202 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allie Family Office LLC | History | No change | 671,800 | 174 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 6,594 | 171 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.Safra Asset Management Corp | History | No change | 6,357 | 164 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POM Investment Strategies, LLC | History | No change | 3,527 | 91 | 0.1% | 0.1% | 213 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 3,312 | 85 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 3,299 | 85 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2,932 | 76 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 2,811 | 72 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 1,468 | 38 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,389 | 36 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Montgomery Financial Services LLC | History | No change | 1,290 | 33 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,194 | 30 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,156 | 29 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 979 | 25 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 976 | 25 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 966 | 25 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 995 | 25 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 921 | 23 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 916 | 23 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | No change | 845 | 21 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 700 | 18 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 670 | 17 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 605 | 15 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 521 | 13 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 435 | 11 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 400 | 10 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 360 | 9 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 367 | 9 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 323 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SouthState Bank Corp | History | No change | 283 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 236 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 229 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 159 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 103 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NVWM, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 63 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 68 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisor Network LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |