Trump Media & Technology Group Corp. - DJT
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 13,137,403 | 101,683 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,398,101 | 57,261 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,156,475 | 55,391 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 7,011,083 | 54,265 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,434,025 | 34,325 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,405,191 | 34,096 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STATE STREET CORP | History | No change | 4,191,672 | 32,443 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,096,225 | 23,964 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,575,400 | 19,933 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yorkville Advisors Global, LP | History | No change | 2,276,344 | 17,618 | 20.43% | 20.43% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | No change | 2,188,200 | 16,936 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 2,172,268 | 16,813 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,940,300 | 15,017 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,669,515 | 12,922 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Street Group Inc. | History | No change | 1,620,709 | 12,544 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 1,554,360 | 12,030 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 1,523,371 | 11,790 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,464,117 | 11,332 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,449,455 | 11,218 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,054,038 | 8,158 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 1,007,875 | 7,800 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 876,000 | 6,780 | 0.31% | 0.31% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 870,000 | 6,733 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 824,300 | 6,380 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 812,404 | 6,288 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | No change | 765,500 | 5,924 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 745,077 | 5,766 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 704,181 | 5,450 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 522,844 | 4,046 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 482,386 | 3,733 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marathon Trading Investment Management LLC | History | No change | 402,459 | 3,115 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | No change | 368,200 | 2,849 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Saba Capital Management, L.P. | History | No change | 333,802 | 2,583 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 319,300 | 2,471 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 310,763 | 2,405 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | No change | 294,858 | 2,282 | 0.37% | 0.37% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shaolin Capital Management LLC | History | No change | 287,030 | 2,221 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 264,961 | 2,050 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 238,797 | 1,848 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 232,491 | 1,800 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK INVESTMENTS L P | History | No change | 229,303 | 1,774 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 187,145 | 1,736 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 212,153 | 1,642 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 178,760 | 1,383 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 178,303 | 1,380 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 175,903 | 1,361 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 171,605 | 1,328 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Varde Management, L.P. | History | No change | 8,500 | 1,309 | 1.91% | 1.91% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 153,091 | 1,184 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 151,683 | 1,174 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 150,342 | 1,163 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 145,569 | 1,126 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 139,334 | 1,078 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 129,751 | 1,004 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 126,499 | 1,003 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 103,783 | 803 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 96,248 | 744 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 95,728 | 740 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vident Advisory, LLC | History | No change | 92,135 | 713 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 86,767 | 671 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 78,750 | 609 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 75,248 | 582 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 73,679 | 570 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Mariner, LLC | History | No change | 73,362 | 567 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 71,727 | 555 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 71,000 | 549 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 70,201 | 543 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centiva Capital, LP | History | No change | 69,184 | 535 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 64,476 | 499 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blackstone Inc. | History | No change | 62,949 | 487 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 61,854 | 478 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 60,833 | 470 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 57,390 | 444 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 57,073 | 441 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 55,954 | 433 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 53,100 | 411 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ALLSTATE CORP | History | No change | 52,477 | 406 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 50,418 | 390 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 50,100 | 387 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 48,567 | 375 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 47,016 | 363 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 46,000 | 356 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 45,388 | 352 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 44,826 | 346 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 40,620 | 346 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 43,900 | 339 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arizona State Retirement System | History | No change | 43,906 | 339 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 40,509 | 313 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 40,395 | 312 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 39,870 | 308 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 39,561 | 306 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 38,621 | 298 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 37,883 | 293 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 36,930 | 286 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 36,948 | 285 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marex Group Ltd | History | No change | 36,378 | 281 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 35,600 | 275 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trueblood Wealth Management, LLC | History | No change | 35,047 | 271 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 34,082 | 263 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 32,692 | 253 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 32,412 | 250 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 30,951 | 239 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 30,692 | 237 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | No change | 24,829 | 237 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bitwise Funds Trust | History | No change | 29,795 | 230 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 27,200 | 210 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 26,608 | 205 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26,106 | 202 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 26,150 | 202 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 24,195 | 187 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 23,573 | 182 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 22,716 | 175 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 22,166 | 171 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 21,422 | 165 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | No change | 21,371 | 165 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 19,848 | 153 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 19,381 | 150 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,210 | 148 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 18,864 | 146 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 18,576 | 143 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,385 | 142 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 18,253 | 141 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frec Markets, Inc. | History | No change | 17,239 | 133 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 17,528 | 130 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIA Advisory Group LLC | History | No change | 16,791 | 129 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 15,982 | 123 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XPONANCE LLC | History | No change | 15,797 | 122 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,330 | 119 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,813 | 114 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 14,805 | 114 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bridgefront Capital, LLC | History | No change | 14,669 | 113 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 14,461 | 111 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Symmetry Partners, LLC | History | No change | 13,747 | 106 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 13,817 | 106 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 12,628 | 97 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,658 | 97 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 12,299 | 95 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Amundi | History | No change | 11,992 | 92 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bayforest Capital Ltd | History | No change | 11,921 | 92 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,824 | 91 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 11,336 | 87 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,242 | 87 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | No change | 11,286 | 87 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jain Global LLC | History | No change | 11,300 | 87 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 11,239 | 86 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11,199 | 86 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SG Americas Securities, LLC | History | No change | 10,958 | 85 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 10,000 | 77 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 10,000 | 77 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10,053 | 77 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 9,297 | 71 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,081 | 70 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 7,352 | 56 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 6,660 | 51 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 6,659 | 51 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 5,583 | 43 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,133 | 39 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 4,766 | 37 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 4,849 | 37 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | No change | 4,054 | 31 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| US BANCORP \DE\ | History | No change | 3,586 | 27 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,313 | 25 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 3,289 | 25 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 3,187 | 24 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 3,011 | 23 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Corp | History | No change | 3,000 | 23 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,043 | 23 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,305 | 20 | 0.0% | 0.0% | 169 | +1,263 | 121.21% | Q3 2026 | Oct 01, 2026 |
| IFG Advisory, LLC | History | No change | 2,685 | 20 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,619 | 20 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,579 | 20 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 2,604 | 20 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 2,338 | 18 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,203 | 17 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,302 | 17 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 2,145 | 16 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| REAP Financial Group, LLC | History | No change | 2,110 | 16 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 2,137 | 16 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,029 | 15 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 1,833 | 14 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,846 | 14 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 1,875 | 14 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,749 | 13 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,651 | 12 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,654 | 12 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROGCO, LP | History | No change | 1,516 | 11 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,350 | 10 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,225 | 9 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,177 | 9 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polaris Financial Partners | History | New | 848 | 8 | 0.0% | — | 194 | +848 | New | Q3 2026 | Oct 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,053 | 8 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,157 | 8 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,156 | 8 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,000 | 8 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 945 | 7 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 959 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 777 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 900 | 6 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NFSG Corp | History | No change | 855 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 737 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | No change | 870 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 701 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 625 | 5 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 522 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 635 | 4 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 595 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 577 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 620 | 4 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quent Capital, LLC | History | No change | 588 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sachetta, LLC | History | No change | 524 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 415 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 373 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 430 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | No change | 442 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Community Bank, N.A. | History | No change | 425 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 400 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SHP Wealth Management | History | No change | 473 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1248 Management, LLC | History | No change | 419 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kentucky Trust Co | History | No change | 500 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WPG Advisers, LLC | History | No change | 426 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 460 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burnham & Co LLC | History | No change | 402 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | No change | 480 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 239 | 2 | 0.0% | 0.0% | 230 | +60 | 33.52% | Q3 2026 | Oct 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 293 | 2 | 0.0% | 0.0% | 227 | +43 | 17.2% | Q3 2026 | Oct 05, 2026 |
| CENTRAL TRUST Co | History | No change | 305 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 317 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 294 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 298 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 281 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pflug Koory, LLC | History | No change | 371 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 367 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Continuum Advisory, LLC | History | No change | 366 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corsicana & Co. | History | No change | 345 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 286 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quarry LP | History | No change | 308 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 167 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | No change | 130 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 140 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 165 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 182 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heritage Wealth Advisors | History | No change | 222 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CKW FINANCIAL GROUP | History | No change | 162 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hurley Capital, LLC | History | No change | 230 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 179 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Luminist Capital LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Capital Management | History | No change | 135 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Concord Wealth Partners | History | No change | 139 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IAG Wealth Partners, LLC | History | No change | 156 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | No change | 245 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Activest Wealth Management | History | No change | 231 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 205 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| City State Bank | History | No change | 210 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nemes Rush Group LLC | History | No change | 151 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 250 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 233 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Graney & King, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 148 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vision Retirement, LLC | History | No change | 210 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ares Financial Consulting, LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BAYBAN | History | No change | 250 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 192 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Winch Advisory Services, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Grove Bank & Trust | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Inspire Investing, LLC | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NVWM, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BFSG, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crewe Advisors LLC | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CNB Bank | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Golden State Wealth Management, LLC | History | No change | 103 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 114 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pacifica Partners Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LifeSteps Financial, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Key FInancial Inc | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RMG Wealth Management LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |