ETF Series Solutions - DSTL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | History | Added to | 5,942,710 | 355,968 | 1.77% | 1.92% | 1 | +18,867 | 0.32% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,999,136 | 119,123 | 0.2% | 0.21% | 2 | +177,087 | 9.72% | Q2 2026 | Jul 15, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 1,421,934 | 85,173 | 10.53% | 11.17% | 3 | -11,324 | -0.79% | Q2 2026 | Jul 20, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 1,260,109 | 75,480 | 3.82% | 4.28% | 4 | -113,267 | -8.25% | Q2 2026 | Aug 11, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 1,148,375 | 68,787 | 3.29% | 3.53% | 5 | -11,843 | -1.02% | Q2 2026 | Jul 24, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,031,705 | 61,799 | 1.14% | 1.29% | 6 | +89,944 | 9.55% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 683,460 | 40,939 | 0.01% | 0.01% | 7 | +38,346 | 5.94% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 682,236 | 40,865 | 0.04% | 0.05% | 8 | -115,026 | -14.43% | Q2 2026 | Aug 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 625,849 | 37,488 | 3.49% | 3.78% | 9 | +5,786 | 0.93% | Q2 2026 | Jul 28, 2026 |
| Allen Capital Group, LLC | History | Added to | 573,042 | 34,325 | 2.79% | 2.87% | 10 | +18,479 | 3.33% | Q2 2026 | Jul 27, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 557,358 | 33,385 | 4.24% | 4.41% | 11 | +22,649 | 4.24% | Q2 2026 | Jul 22, 2026 |
| Madison Asset Management, LLC | History | Reduced | 538,471 | 32,254 | 0.38% | 0.59% | 12 | -277,136 | -33.98% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Reduced | 511,826 | 30,658 | 0.01% | 0.01% | 13 | -29,802 | -5.5% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 454,401 | 27,218 | 0.04% | 0.05% | 14 | +3,574 | 0.79% | Q2 2026 | Aug 13, 2026 |
| Crumly & Associates Inc. | History | Added to | 374,640 | 22,440 | 4.3% | 4.37% | 15 | +15,474 | 4.31% | Q2 2026 | Jul 08, 2026 |
| Berkeley, Inc | History | Reduced | 361,477 | 21,652 | 6.79% | 7.06% | 16 | -2,045 | -0.56% | Q2 2026 | Jul 24, 2026 |
| Cerity Partners LLC | History | Reduced | 307,209 | 18,401 | 0.02% | 0.03% | 17 | -4,189 | -1.35% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Added to | 298,065 | 17,854 | 1.01% | 1.52% | 18 | +1,602 | 0.54% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 276,915 | 16,587 | 0.47% | 0.51% | 19 | +7,135 | 2.64% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 259,127 | 15,520 | 0.09% | 0.09% | 20 | +3,507 | 1.37% | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 258,652 | 15,493 | 6.14% | 3.36% | 21 | +2,071 | 0.81% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 254,139 | 15,223 | 0.04% | 0.05% | 22 | -58,857 | -18.8% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 226,167 | 13,603 | 0.0% | 0.0% | 23 | +48,369 | 27.2% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 221,182 | 13,248 | 0.0% | 0.0% | 24 | +214,494 | 3207.15% | Q2 2026 | Sep 02, 2026 |
| Orion Capital Management LLC | History | Reduced | 172,714 | 10,345 | 3.2% | 3.56% | 25 | -5,588 | -3.13% | Q2 2026 | Aug 17, 2026 |
| Sunbeam Capital Management, LLC | History | Reduced | 169,318 | 10,142 | 4.64% | 5.67% | 26 | -1,781 | -1.04% | Q2 2026 | Jul 14, 2026 |
| Focus Partners Wealth | History | Reduced | 159,833 | 9,574 | 0.01% | 0.01% | 27 | -13,320 | -7.69% | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 158,500 | 9,494 | 0.76% | 0.81% | 28 | +3,882 | 2.51% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 152,311 | 9,123 | 0.01% | 0.02% | 29 | -3,983 | -2.55% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 139,482 | 8,355 | 0.05% | 0.06% | 30 | +12,901 | 10.19% | Q2 2026 | Jul 20, 2026 |
| Oxbow Advisors, LLC | History | Added to | 132,272 | 7,923 | 0.64% | 0.62% | 31 | +7,154 | 5.72% | Q2 2026 | Aug 07, 2026 |
| ODonnell Financial Services, LLC | History | Reduced | 129,051 | 7,730 | 2.27% | 3.3% | 32 | -36,392 | -22.0% | Q2 2026 | Aug 12, 2026 |
| Old Port Advisors | History | Added to | 124,316 | 7,446 | 1.47% | 1.64% | 33 | +1,444 | 1.18% | Q2 2026 | Jul 21, 2026 |
| Weil Company, Inc. | History | Added to | 95,058 | 5,693 | 1.0% | 1.12% | 34 | +9,166 | 10.67% | Q2 2026 | Aug 05, 2026 |
| Fermata Advisors, LLC | History | Added to | 83,266 | 4,987 | 1.01% | 1.05% | 35 | +2,798 | 3.48% | Q2 2026 | Jul 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 80,779 | 4,838 | 0.08% | — | 37 | +80,779 | New | Q2 2026 | Jul 28, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 80,778 | 4,838 | 1.32% | 1.38% | 36 | +4,476 | 5.87% | Q2 2026 | Jul 21, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 78,092 | 4,822 | 0.12% | 0.13% | 38 | +3,948 | 5.32% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | Added to | 75,250 | 4,507 | 0.36% | 0.38% | 39 | +1,126 | 1.52% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 74,214 | 4,446 | 0.01% | 0.01% | 40 | +3,494 | 4.94% | Q2 2026 | Aug 14, 2026 |
| Centerpoint Advisory Group | History | Reduced | 59,152 | 3,543 | 2.25% | 2.72% | 41 | -3,174 | -5.09% | Q2 2026 | Jul 29, 2026 |
| Aspect Partners, LLC | History | Added to | 57,857 | 3,465 | 1.29% | 1.32% | 42 | +2,073 | 3.72% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 57,300 | 3,432 | 0.0% | 0.0% | 43 | +29,133 | 103.43% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 53,463 | 3,202 | 1.02% | 1.38% | 44 | -11,660 | -17.9% | Q2 2026 | Jul 31, 2026 |
| Herold Advisors, Inc. | History | Reduced | 49,321 | 2,957 | 0.58% | 0.87% | 45 | -19,526 | -28.36% | Q2 2026 | Jul 22, 2026 |
| American Alpha Advisors, LLC | History | Added to | 48,041 | 2,877 | 1.55% | 1.02% | 46 | +14,941 | 45.14% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,261 | 2,711 | 0.0% | 0.0% | 47 | +40,160 | 787.3% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 44,361 | 2,657 | 0.0% | 0.0% | 48 | +3,849 | 9.5% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 41,957 | 2,513 | 0.0% | 0.0% | 49 | +2,573 | 6.53% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 40,686 | 2,437 | 0.0% | 0.0% | 50 | +29,270 | 256.39% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 37,873 | 2,268 | 0.25% | 0.26% | 51 | +23 | 0.06% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 34,627 | 2,074 | 0.01% | 0.02% | 52 | -12,646 | -26.75% | Q2 2026 | Aug 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 31,296 | 1,874 | 0.09% | 0.11% | 53 | -1,259 | -3.87% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 30,791 | 1,844 | 0.02% | 0.03% | 54 | -408 | -1.31% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 29,853 | 1,788 | 0.07% | 0.08% | 55 | -224 | -0.74% | Q2 2026 | Jul 22, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 27,740 | 1,786 | 0.65% | 0.72% | 56 | -2,269 | -7.56% | Q2 2026 | Jul 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 29,787 | 1,784 | 0.14% | 0.16% | 57 | -1,585 | -5.05% | Q2 2026 | Aug 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 28,388 | 1,700 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 26,847 | 1,608 | 0.03% | 0.05% | 59 | -14,904 | -35.7% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,189 | 1,568 | 0.0% | 0.0% | 60 | -8,850 | -25.26% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 24,197 | 1,449 | 0.01% | 0.02% | 61 | -30,469 | -55.74% | Q2 2026 | Jul 20, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 23,622 | 1,415 | 0.06% | 0.07% | 62 | +14 | 0.06% | Q2 2026 | Aug 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,403 | 1,341 | 0.02% | 0.02% | 63 | -1,165 | -4.94% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 22,250 | 1,332 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 21,786 | 1,304 | 0.27% | 0.34% | 65 | -4,847 | -18.2% | Q2 2026 | Jul 09, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 19,133 | 1,146 | 0.34% | 0.34% | 66 | +656 | 3.55% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 18,834 | 1,128 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,855 | 1,069 | 0.02% | 0.03% | 68 | -8,737 | -32.86% | Q2 2026 | Jul 31, 2026 |
| Nuveen, LLC | History | New | 15,444 | 925 | 0.0% | — | 69 | +15,444 | New | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 14,400 | 862 | 0.0% | — | 70 | +14,400 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 13,940 | 835 | 0.0% | 0.0% | 71 | +1,935 | 16.12% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,867 | 830 | 0.01% | 0.01% | 72 | -203 | -1.44% | Q2 2026 | Sep 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,632 | 816 | 0.0% | 0.0% | 73 | +738 | 5.72% | Q2 2026 | Aug 14, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 13,099 | 784 | 0.34% | 0.29% | 74 | +1,260 | 10.64% | Q2 2026 | Jul 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,631 | 756 | 0.03% | 0.04% | 75 | -2,484 | -16.43% | Q2 2026 | Aug 14, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 11,870 | 710 | 0.38% | 0.41% | 76 | -12,027 | -50.33% | Q2 2026 | Jul 23, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 10,102 | 605 | 0.2% | 0.22% | 78 | -123 | -1.2% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,102 | 605 | 0.0% | 0.0% | 77 | +7 | 0.07% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 10,028 | 600 | 0.01% | 0.01% | 79 | -838 | -7.71% | Q2 2026 | Aug 06, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 10,027 | 600 | 0.15% | 0.16% | 80 | +47 | 0.47% | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | History | Reduced | 9,732 | 582 | 0.02% | 0.03% | 81 | -604 | -5.84% | Q2 2026 | Aug 10, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 9,514 | 569 | 0.15% | 0.18% | 82 | -504 | -5.03% | Q2 2026 | Jul 09, 2026 |
| SimpliFi, Inc. | History | Added to | 9,439 | 565 | 0.22% | 0.22% | 83 | +368 | 4.06% | Q2 2026 | Jul 24, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 9,245 | 553 | 0.02% | 0.02% | 84 | -2,459 | -21.01% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,973 | 537 | 0.0% | 0.0% | 85 | -1,719 | -16.08% | Q2 2026 | Jul 28, 2026 |
| Braeburn Wealth Management LLC | History | Reduced | 8,550 | 512 | 0.22% | 0.3% | 86 | -457 | -5.07% | Q2 2026 | Jul 21, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 8,518 | 510 | 0.09% | — | 87 | +8,518 | New | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | Added to | 8,509 | 509 | 0.0% | 0.0% | 88 | +3,006 | 54.62% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 7,693 | 460 | 0.19% | 0.13% | 89 | +3,099 | 67.46% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 7,164 | 429 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 6,948 | 416 | 0.06% | 0.08% | 91 | -838 | -10.76% | Q2 2026 | Jul 23, 2026 |
| Global View Capital Management LLC | History | Reduced | 6,884 | 412 | 0.09% | 0.13% | 92 | -1,471 | -17.61% | Q2 2026 | Jul 23, 2026 |
| Certified Advisory Corp | History | No change | 6,794 | 406 | 0.03% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,658 | 398 | 0.0% | 0.0% | 94 | -4,377 | -39.66% | Q2 2026 | Aug 07, 2026 |
| Brooklyn Investment Group | History | No change | 6,621 | 383 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,273 | 375 | 0.01% | 0.01% | 96 | +1 | 0.02% | Q2 2026 | Jul 31, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | New | 6,086 | 364 | 0.35% | — | 97 | +6,086 | New | Q2 2026 | Aug 10, 2026 |
| National Philanthropic Trust | History | New | 6,000 | 359 | 0.01% | — | 99 | +6,000 | New | Q2 2026 | Aug 14, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 6,000 | 359 | 0.17% | 0.19% | 98 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,769 | 345 | 0.0% | 0.0% | 100 | -58 | -1.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 5,477 | 328 | 0.0% | 0.0% | 101 | -2,461 | -31.0% | Q2 2026 | Aug 13, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 5,136 | 307 | 0.1% | 0.13% | 102 | -792 | -13.36% | Q2 2026 | Jul 14, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 4,988 | 298 | 0.05% | 0.05% | 103 | +617 | 14.12% | Q2 2026 | Aug 05, 2026 |
| Walleye Partners, LLC | History | Reduced | 4,824 | 288 | 0.33% | 0.35% | 104 | -129 | -2.6% | Q2 2026 | Jul 24, 2026 |
| Clayton Financial Group LLC | History | Reduced | 4,541 | 272 | 0.15% | 0.14% | 105 | -129 | -2.76% | Q2 2026 | Jul 20, 2026 |
| Advyzon Investment Management, LLC | History | New | 4,501 | 269 | 0.02% | — | 106 | +4,501 | New | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 4,327 | 259 | 0.01% | 0.08% | 107 | -14,718 | -77.28% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | New | 4,322 | 258 | 0.0% | — | 108 | +4,322 | New | Q2 2026 | Aug 14, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Added to | 3,922 | 234 | 0.66% | 0.7% | 109 | +12 | 0.31% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,898 | 233 | 0.0% | 0.0% | 110 | -1,318 | -25.27% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,857 | 231 | 0.0% | 0.0% | 111 | +20 | 0.52% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,843 | 230 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | Reduced | 3,794 | 227 | 0.0% | 0.0% | 113 | -634 | -14.32% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 3,599 | 215 | 0.05% | 0.05% | 114 | +21 | 0.59% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | New | 3,547 | 212 | 0.0% | — | 115 | +3,547 | New | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,501 | 209 | 0.01% | 0.01% | 116 | -1,093 | -23.79% | Q2 2026 | Jul 31, 2026 |
| Modera Wealth Management, LLC | History | New | 3,432 | 205 | 0.0% | — | 117 | +3,432 | New | Q2 2026 | Aug 03, 2026 |
| GeoWealth Management, LLC | History | Added to | 3,397 | 203 | 0.01% | 0.01% | 118 | +2 | 0.06% | Q2 2026 | Jul 30, 2026 |
| COZAD ASSET MANAGEMENT INC | History | New | 3,360 | 201 | 0.01% | — | 119 | +3,360 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,442 | 146 | 0.0% | 0.0% | 120 | +413 | 20.35% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,787 | 107 | 0.01% | — | 121 | +1,787 | New | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,498 | 89 | 0.0% | 0.0% | 122 | +907 | 153.47% | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | No change | 1,432 | 85 | 0.04% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,358 | 81 | 0.0% | 0.0% | 124 | -279 | -17.04% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,316 | 76 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 906 | 54 | 0.0% | 0.0% | 126 | +7 | 0.78% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 762 | 42 | 0.0% | — | 127 | +762 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 685 | 41 | 0.0% | — | 128 | +685 | New | Q2 2026 | Aug 06, 2026 |
| Regatta Research & Money Management | History | New | 684 | 40 | 0.04% | — | 130 | +684 | New | Q2 2026 | Aug 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 672 | 40 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ADIRONDACK TRUST CO | History | No change | 665 | 39 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 648 | 38 | 0.0% | — | 132 | +647 | 64700.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 626 | 37 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 460 | 27 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 346 | 20 | 0.0% | 0.01% | 135 | -119 | -25.59% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | Added to | 260 | 15 | 0.0% | 0.0% | 136 | +9 | 3.59% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 248 | 14 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spire Wealth Management | History | Added to | 222 | 13 | 0.0% | 0.0% | 138 | +1 | 0.45% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 216 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 200 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | New | 180 | 10 | 0.0% | — | 141 | +180 | New | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 81 | 4 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 52 | 3 | 0.0% | — | 146 | +52 | New | Q2 2026 | Jul 17, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Imprint Wealth LLC | History | No change | 65 | 3 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAXON INTERESTS, INC. | History | Closed out | 0 | 0 | — | 2.69% | — | -134,729 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TFR Capital, LLC. | History | Closed out | 0 | 0 | — | 0.49% | — | -27,355 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,551 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,933 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,627 | -100.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,636 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,729 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -681 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -659 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -453 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.02% | — | -329 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |