Invesco DB Commodity Index Tracking Fund - DBC
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 | 3,559,100 | 94,885 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,058,998 | 81,552 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mizuho Bank, Ltd. | History | No change | 2,100,000 | 55,986 | 11.98% | 11.98% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,646,655 | 43,899 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,422,071 | 37,912 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighVista Strategies LLC | History | No change | 1,057,238 | 28,185 | 6.43% | 6.43% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 923,994 | 24,633 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 799,267 | 21,308 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 543,601 | 14,492 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 212,833 | 14,056 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 409,317 | 13,229 | 1.34% | 1.05% | 11 | +7,902 | 1.97% | Q3 2026 | Oct 14, 2026 |
| Palumbo Wealth Management LLC | History | No change | 475,810 | 12,685 | 2.66% | 2.66% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 469,044 | 12,504 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avos Capital Management, LLC | History | No change | 443,021 | 11,810 | 4.91% | 4.91% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 442,419 | 11,795 | 0.37% | 0.37% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 439,100 | 11,706 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 428,210 | 11,416 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordant, Inc. | History | No change | 418,903 | 11,167 | 4.02% | 4.02% | 18 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 402,139 | 10,680 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 398,524 | 10,624 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Procyon Advisors, LLC | History | New | 276,770 | 8,945 | 0.38% | — | 21 | +276,770 | New | Q3 2026 | Oct 21, 2026 |
| Deeter Investments LLP | History | No change | 290,000 | 7,731 | 1.07% | 1.07% | 22 | 0 | 0.0% | Q2 2026 | Oct 08, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 280,000 | 7,464 | 0.3% | 0.3% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 252,265 | 6,725 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 250,000 | 6,665 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 241,569 | 6,440 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 186,820 | 6,038 | 0.0% | 0.0% | 27 | +6,339 | 3.51% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 169,372 | 5,474 | 0.01% | 0.0% | 28 | +103,989 | 159.05% | Q3 2026 | Nov 02, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 160,298 | 5,180 | 3.31% | 2.93% | 29 | -15,760 | -8.95% | Q3 2026 | Oct 05, 2026 |
| Fund Evaluation Group, LLC | History | No change | 185,314 | 4,940 | 0.13% | 0.13% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 175,000 | 4,665 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 171,160 | 4,563 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marino Management, LLC | History | No change | 155,962 | 4,142 | 0.86% | 0.86% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 141,493 | 3,772 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 132,744 | 3,538 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 131,990 | 3,519 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 131,669 | 3,510 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 130,536 | 3,480 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seven Hills Financial, LLC | History | New | 102,700 | 3,319 | 2.0% | — | 39 | +102,700 | New | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 96,444 | 3,117 | 0.0% | 0.0% | 40 | +5,761 | 6.35% | Q3 2026 | Nov 02, 2026 |
| CSS LLC/IL | History | No change | 112,412 | 2,996 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 108,736 | 2,899 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 108,651 | 2,896 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Endowment Management, LP | History | No change | 107,752 | 2,873 | 0.29% | 0.29% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 107,475 | 2,865 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 107,210 | 2,858 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 103,901 | 2,770 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 97,392 | 2,596 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 80,181 | 2,591 | 0.03% | 0.03% | 49 | -426 | -0.53% | Q3 2026 | Oct 23, 2026 |
| Caprock Group, LLC | History | No change | 90,133 | 2,402 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 89,384 | 2,382 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunpointe, LLC | History | Added to | 72,368 | 2,338 | 0.71% | 0.24% | 52 | +40,454 | 126.76% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 85,662 | 2,283 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 83,526 | 2,226 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 82,624 | 2,202 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BKM Wealth Management, LLC | History | Added to | 67,201 | 2,171 | 0.7% | 0.52% | 56 | +12,159 | 22.09% | Q3 2026 | Oct 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 61,519 | 1,988 | 0.02% | 0.0% | 57 | +47,497 | 338.73% | Q3 2026 | Oct 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 70,377 | 1,876 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 69,742 | 1,859 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 69,747 | 1,859 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 69,259 | 1,846 | 0.14% | 0.14% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 68,189 | 1,817 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 67,094 | 1,788 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 54,960 | 1,776 | 0.0% | 0.0% | 64 | -6,990 | -11.28% | Q3 2026 | Nov 02, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 54,543 | 1,762 | 1.53% | 1.2% | 65 | +8,133 | 17.52% | Q3 2026 | Nov 02, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 63,238 | 1,685 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 61,849 | 1,648 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 55,804 | 1,615 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IPG Investment Advisors LLC | History | Added to | 44,930 | 1,452 | 0.21% | 0.16% | 69 | +3,925 | 9.57% | Q3 2026 | Oct 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 42,432 | 1,371 | 0.03% | 0.03% | 70 | -8,810 | -17.19% | Q3 2026 | Nov 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 42,289 | 1,366 | 0.16% | 0.12% | 71 | +4,153 | 10.89% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 49,229 | 1,312 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 40,401 | 1,305 | 0.03% | 0.03% | 73 | -889 | -2.15% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 42,859 | 1,142 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 41,151 | 1,097 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 40,225 | 1,072 | 0.16% | 0.16% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 31,432 | 1,015 | 0.02% | 0.02% | 77 | -82 | -0.26% | Q3 2026 | Oct 21, 2026 |
| NewEdge Wealth, LLC | History | No change | 37,790 | 1,007 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | Added to | 30,439 | 983 | 0.04% | 0.03% | 79 | +606 | 2.03% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 36,852 | 982 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.Safra Asset Management Corp | History | No change | 35,958 | 958 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 34,110 | 909 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 33,860 | 902 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 33,755 | 899 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 33,553 | 894 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | Reduced | 26,604 | 859 | 0.01% | 0.01% | 86 | -1,350 | -4.83% | Q3 2026 | Oct 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 32,084 | 855 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 31,873 | 849 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 31,596 | 842 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 31,480 | 839 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 31,333 | 835 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 30,610 | 816 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,923 | 805 | 0.0% | 0.0% | 93 | -4,874 | -16.36% | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 24,918 | 805 | 0.01% | 0.01% | 94 | -4,592 | -15.56% | Q3 2026 | Oct 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,456 | 739 | 0.0% | 0.0% | 95 | +8,577 | 61.8% | Q3 2026 | Oct 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 21,480 | 694 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 20,911 | 675 | 0.02% | — | 97 | +20,911 | New | Q3 2026 | Oct 08, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 20,510 | 662 | 0.34% | — | 98 | +20,510 | New | Q3 2026 | Oct 20, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 20,450 | 660 | 0.04% | 0.03% | 99 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 24,607 | 656 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 24,519 | 653 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 19,774 | 639 | 0.01% | 0.01% | 102 | -100 | -0.5% | Q3 2026 | Oct 22, 2026 |
| National Philanthropic Trust | History | No change | 23,616 | 629 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 19,350 | 625 | 0.31% | 0.3% | 104 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Maia Wealth LLC | History | Reduced | 19,184 | 620 | 0.09% | 0.08% | 105 | -243 | -1.25% | Q3 2026 | Oct 19, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,102 | 617 | 0.0% | 0.0% | 106 | -38,478 | -66.83% | Q3 2026 | Nov 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 22,965 | 612 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 22,786 | 607 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quadrature Capital Ltd | History | No change | 22,736 | 606 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 20,962 | 558 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 20,611 | 549 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sonoma Private Wealth LLC | History | No change | 20,313 | 541 | 0.58% | 0.58% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 19,607 | 522 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 16,040 | 518 | 0.3% | 0.28% | 114 | -2,113 | -11.64% | Q3 2026 | Nov 02, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 19,030 | 507 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 18,992 | 506 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,702 | 498 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 18,607 | 496 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weaver Consulting Group | History | No change | 15,347 | 496 | 0.1% | 0.08% | 119 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 15,314 | 494 | 0.01% | 0.01% | 120 | -1,080 | -6.59% | Q3 2026 | Oct 28, 2026 |
| PFG Investments, LLC | History | No change | 18,317 | 488 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Callan Family Office, LLC | History | No change | 18,000 | 479 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 17,917 | 477 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,964 | 451 | 0.02% | 0.01% | 124 | +5,210 | 59.52% | Q3 2026 | Oct 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 13,593 | 439 | 0.06% | 0.05% | 125 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,435 | 438 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 13,340 | 431 | 0.02% | 0.02% | 127 | -796 | -5.63% | Q3 2026 | Oct 28, 2026 |
| BROWN ADVISORY INC | History | No change | 16,020 | 427 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 12,462 | 415 | 0.02% | 0.01% | 129 | +730 | 6.22% | Q3 2026 | Oct 15, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 12,599 | 415 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 15,330 | 408 | 0.15% | 0.15% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American State Bank (Iowa) | History | No change | 15,280 | 407 | 0.17% | 0.17% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Wealth | History | No change | 14,866 | 396 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Innova Wealth Partners | History | No change | 12,116 | 391 | 0.15% | 0.13% | 134 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Intellectus Partners, LLC | History | No change | 14,450 | 385 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,322 | 381 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantum Portfolio Management LLC | History | No change | 14,295 | 381 | 0.14% | 0.14% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 11,313 | 365 | 0.06% | 0.05% | 138 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BARCLAYS PLC | History | No change | 13,268 | 353 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 10,822 | 349 | 0.17% | 0.13% | 140 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Opus Financial Solutions LLC | History | No change | 13,003 | 346 | 0.28% | 0.28% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 12,927 | 344 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 12,820 | 341 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | No change | 12,600 | 335 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 12,520 | 333 | 0.27% | 0.27% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 12,347 | 329 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 10,150 | 328 | 0.04% | 0.03% | 147 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 10,122 | 327 | 0.11% | 0.09% | 148 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 12,202 | 325 | 0.19% | 0.19% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 9,741 | 314 | 0.06% | 0.05% | 150 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Ethos Financial Group, LLC | History | No change | 11,799 | 314 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Index Technologies Group LLC | History | No change | 11,664 | 310 | 0.25% | 0.25% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,421 | 304 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,326 | 301 | 0.0% | — | 154 | +9,326 | New | Q3 2026 | Oct 16, 2026 |
| WPWealth LLP | History | No change | 11,241 | 299 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Reduced | 9,178 | 296 | 0.0% | 0.0% | 156 | -574 | -5.89% | Q3 2026 | Oct 15, 2026 |
| True North Advisors, LLC | History | No change | 9,170 | 296 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sowell Financial Services LLC | History | New | 9,140 | 295 | 0.01% | — | 158 | +9,140 | New | Q3 2026 | Oct 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,819 | 288 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | New | 8,743 | 287 | 0.01% | — | 160 | +8,743 | New | Q3 2026 | Oct 09, 2026 |
| Independent Advisor Alliance | History | No change | 10,043 | 267 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 8,067 | 260 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Ancora Advisors LLC | History | No change | 9,535 | 254 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,502 | 253 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 7,773 | 251 | 0.21% | — | 165 | +7,773 | New | Q3 2026 | Oct 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,647 | 247 | 0.0% | — | 167 | +7,647 | New | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,653 | 247 | 0.0% | 0.0% | 166 | -275 | -3.47% | Q3 2026 | Oct 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,810 | 208 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 6,349 | 205 | 0.02% | — | 169 | +6,349 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | No change | 6,565 | 175 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,179 | 167 | 0.0% | 0.0% | 171 | +3,149 | 155.12% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | Added to | 4,914 | 158 | 0.0% | 0.0% | 172 | +4 | 0.08% | Q3 2026 | Oct 15, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 4,621 | 149 | 0.1% | 0.08% | 174 | -63 | -1.35% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,598 | 149 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,621 | 122 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,550 | 114 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Asset Dedication, LLC | History | No change | 3,467 | 112 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3,690 | 98 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Granite FO LLC | History | No change | 3,053 | 98 | 0.05% | 0.04% | 179 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Latitude Advisors, LLC | History | New | 3,022 | 97 | 0.03% | — | 180 | +3,022 | New | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | No change | 2,826 | 91 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 2,248 | 72 | 0.0% | 0.0% | 182 | -16 | -0.71% | Q3 2026 | Oct 13, 2026 |
| SUMMER ROAD LLC | History | No change | 2,720 | 72 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,138 | 69 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Caitlin John, LLC | History | No change | 2,599 | 69 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,554 | 68 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,470 | 65 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Reduced | 1,433 | 46 | 0.03% | 0.06% | 188 | -2,522 | -63.77% | Q3 2026 | Oct 30, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,523 | 40 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,315 | 35 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 1,325 | 35 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,180 | 31 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,095 | 29 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Capital Management LLC | History | No change | 960 | 25 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 750 | 24 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 751 | 20 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 600 | 19 | 0.0% | — | 197 | +600 | New | Q3 2026 | Oct 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 707 | 18 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 553 | 17 | 0.02% | 0.01% | 199 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 650 | 17 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 500 | 16 | 0.01% | — | 201 | +500 | New | Q3 2026 | Oct 15, 2026 |
| Allworth Financial LP | History | No change | 564 | 15 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 568 | 15 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 472 | 15 | 0.01% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IMA Advisory Services, Inc. | History | No change | 544 | 14 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 501 | 13 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 412 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 300 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 258 | 8 | 0.0% | — | 212 | +258 | New | Q3 2026 | Oct 09, 2026 |
| Root Financial Partners, LLC | History | New | 255 | 8 | 0.0% | — | 213 | +255 | New | Q3 2026 | Oct 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 311 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 249 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TSFG, LLC | History | No change | 248 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | No change | 294 | 7 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 200 | 6 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Daiwa Securities Group Inc. | History | No change | 200 | 6 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| McMillan Office, Inc. | History | No change | 252 | 6 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 196 | 6 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Noble Wealth Management PBC | History | No change | 175 | 5 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 177 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 115 | 3 | 0.0% | — | 227 | +115 | New | Q3 2026 | Oct 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 131 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 113 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 100 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 142 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 93 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Added to | 61 | 1 | 0.0% | — | 229 | +58 | 1933.33% | Q3 2026 | Oct 21, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,834 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,005 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Avondale Wealth Management | History | Closed out | 0 | 0 | — | 0.11% | — | -10,349 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,415 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,040 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,017 | -100.0% | Q3 2026 | Oct 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Key Capital Management, INC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |