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 | No change | 5,942,710 | 355,968 | 1.77% | 1.77% | 1 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,663,988 | 103,886 | 0.15% | 0.2% | 2 | -335,148 | -16.76% | Q3 2026 | Oct 13, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 1,411,918 | 90,334 | 10.89% | 10.53% | 3 | -10,016 | -0.7% | Q3 2026 | Oct 30, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,260,109 | 75,480 | 3.82% | 3.82% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,164,268 | 74,489 | 3.57% | 3.29% | 5 | +15,893 | 1.38% | Q3 2026 | Oct 15, 2026 |
| AlphaCore Capital LLC | History | No change | 1,031,705 | 61,799 | 1.14% | 1.14% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 683,460 | 40,939 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 682,236 | 40,865 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 629,715 | 40,289 | 3.59% | 3.49% | 9 | +3,866 | 0.62% | Q3 2026 | Oct 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 587,273 | 37,573 | 3.01% | 2.79% | 10 | +14,231 | 2.48% | Q3 2026 | Oct 27, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 545,366 | 34,892 | 4.38% | 4.24% | 11 | -11,992 | -2.15% | Q3 2026 | Oct 19, 2026 |
| Madison Asset Management, LLC | History | No change | 538,471 | 32,254 | 0.38% | 0.38% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 511,826 | 30,658 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crumly & Associates Inc. | History | Added to | 427,226 | 27,333 | 4.85% | 4.3% | 14 | +52,586 | 14.04% | Q3 2026 | Oct 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 454,401 | 27,218 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | Added to | 304,452 | 19,478 | 0.89% | 1.01% | 16 | +6,387 | 2.14% | Q3 2026 | Oct 26, 2026 |
| Cerity Partners LLC | History | No change | 307,209 | 18,401 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 276,915 | 16,587 | 0.47% | 0.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Berkeley, Inc | History | Reduced | 253,242 | 16,202 | 5.0% | 6.79% | 19 | -108,235 | -29.94% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 247,565 | 15,839 | 0.04% | 0.04% | 20 | -6,574 | -2.59% | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 259,127 | 15,520 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, LLC | History | No change | 258,652 | 15,493 | 6.14% | 6.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 226,167 | 13,603 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 221,182 | 13,248 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 169,485 | 10,844 | 0.07% | 0.05% | 25 | +30,003 | 21.51% | Q3 2026 | Oct 26, 2026 |
| Orion Capital Management LLC | History | No change | 172,714 | 10,345 | 3.2% | 3.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 169,318 | 10,142 | 4.64% | 4.64% | 27 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | New | 150,508 | 9,629 | 3.23% | — | 28 | +150,508 | New | Q3 2026 | Oct 21, 2026 |
| Focus Partners Wealth | History | No change | 159,833 | 9,574 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth LLC | History | No change | 158,500 | 9,494 | 0.76% | 0.76% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Weil Company, Inc. | History | Added to | 143,637 | 9,189 | 1.58% | 1.0% | 31 | +48,579 | 51.1% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 152,311 | 9,123 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Old Port Advisors | History | Added to | 125,210 | 8,010 | 1.6% | 1.47% | 33 | +894 | 0.72% | Q3 2026 | Oct 23, 2026 |
| Oxbow Advisors, LLC | History | No change | 132,272 | 7,923 | 0.64% | 0.64% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ODonnell Financial Services, LLC | History | No change | 129,051 | 7,730 | 2.27% | 2.27% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 83,088 | 5,315 | 1.03% | 1.01% | 36 | -178 | -0.21% | Q3 2026 | Oct 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 79,388 | 5,204 | 0.12% | 0.12% | 37 | +1,296 | 1.66% | Q3 2026 | Oct 09, 2026 |
| Darwin Wealth Management, LLC | History | No change | 80,778 | 4,838 | 1.32% | 1.32% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LRI Investments, LLC | History | No change | 75,250 | 4,507 | 0.36% | 0.36% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 74,214 | 4,446 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | Added to | 58,916 | 3,769 | 1.43% | 1.29% | 41 | +1,059 | 1.83% | Q3 2026 | Oct 20, 2026 |
| Centerpoint Advisory Group | History | Reduced | 58,206 | 3,724 | 2.31% | 2.25% | 42 | -946 | -1.6% | Q3 2026 | Oct 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 57,300 | 3,432 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 53,463 | 3,202 | 1.02% | 1.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Herold Advisors, Inc. | History | Reduced | 48,621 | 3,110 | 0.61% | 0.58% | 45 | -700 | -1.42% | Q3 2026 | Oct 19, 2026 |
| American Alpha Advisors, LLC | History | No change | 48,041 | 2,877 | 1.55% | 1.55% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,261 | 2,711 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 44,361 | 2,657 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 41,957 | 2,513 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 40,686 | 2,437 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 35,707 | 2,284 | 0.24% | 0.25% | 51 | -2,166 | -5.72% | Q3 2026 | Oct 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 34,627 | 2,074 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 31,867 | 2,038 | 0.08% | 0.07% | 53 | +2,014 | 6.75% | Q3 2026 | Oct 26, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 31,296 | 1,874 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 30,791 | 1,844 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 28,388 | 1,816 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Meramec Financial Planners, LLC | History | No change | 27,740 | 1,786 | 0.65% | 0.65% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop Holdings Inc. | History | No change | 29,787 | 1,784 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 26,276 | 1,681 | 0.03% | 0.03% | 59 | -571 | -2.13% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,728 | 1,582 | 0.0% | 0.0% | 60 | -1,461 | -5.58% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 24,197 | 1,449 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rehmann Capital Advisory Group | History | No change | 23,622 | 1,415 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Advisory Services Network, LLC | History | No change | 22,403 | 1,341 | 0.02% | 0.02% | 63 | 0 | 0.0% | 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 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 18,738 | 1,198 | 0.36% | 0.34% | 65 | -395 | -2.06% | Q3 2026 | Oct 14, 2026 |
| Mariner, LLC | History | No change | 18,834 | 1,128 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 15,444 | 925 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 14,287 | 914 | 0.38% | 0.34% | 68 | +1,188 | 9.07% | Q3 2026 | Oct 16, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 14,264 | 912 | 0.17% | 0.27% | 69 | -7,522 | -34.53% | Q3 2026 | Oct 14, 2026 |
| Chicago Capital, LLC | History | New | 13,960 | 893 | 0.02% | — | 70 | +13,960 | New | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 14,400 | 862 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 13,940 | 835 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,867 | 830 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 13,632 | 816 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 11,946 | 764 | 0.4% | 0.38% | 75 | +76 | 0.64% | Q3 2026 | Oct 29, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,631 | 756 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,184 | 651 | 0.01% | 0.02% | 77 | -7,671 | -42.96% | Q3 2026 | Oct 28, 2026 |
| Keeler Thomas Management LLC | History | New | 9,922 | 634 | 0.25% | — | 78 | +9,922 | New | Q3 2026 | Oct 29, 2026 |
| SimpliFi, Inc. | History | Added to | 9,463 | 605 | 0.25% | 0.22% | 80 | +24 | 0.25% | Q3 2026 | Oct 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,102 | 605 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 10,102 | 605 | 0.2% | 0.2% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 10,028 | 600 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 10,027 | 600 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 9,251 | 591 | 0.18% | 0.15% | 84 | -263 | -2.76% | Q3 2026 | Oct 16, 2026 |
| Csenge Advisory Group | History | No change | 9,732 | 582 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Braeburn Wealth Management LLC | History | Added to | 8,647 | 553 | 0.23% | 0.22% | 86 | +97 | 1.13% | Q3 2026 | Oct 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 8,518 | 510 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 8,509 | 509 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 7,648 | 489 | 0.01% | 0.02% | 89 | -1,597 | -17.27% | Q3 2026 | Oct 05, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 7,693 | 460 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | No change | 6,794 | 434 | 0.04% | 0.03% | 91 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 7,164 | 429 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 6,948 | 416 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 6,300 | 403 | 0.19% | 0.17% | 94 | +300 | 5.0% | Q3 2026 | Oct 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 6,273 | 401 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,658 | 398 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 6,115 | 391 | 0.04% | — | 97 | +6,115 | New | Q3 2026 | Oct 28, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 6,086 | 364 | 0.35% | 0.35% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 5,623 | 359 | 0.12% | 0.1% | 100 | +487 | 9.48% | Q3 2026 | Oct 16, 2026 |
| National Philanthropic Trust | History | No change | 6,000 | 359 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,769 | 345 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 5,271 | 337 | 0.06% | 0.05% | 102 | +283 | 5.67% | Q3 2026 | Oct 22, 2026 |
| Global View Capital Management LLC | History | Reduced | 5,161 | 330 | 0.07% | 0.09% | 103 | -1,723 | -25.03% | Q3 2026 | Oct 28, 2026 |
| Quantinno Capital Management LP | History | No change | 5,477 | 328 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Partners, LLC | History | No change | 4,824 | 308 | 0.35% | 0.33% | 105 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 4,655 | 297 | 0.0% | 0.0% | 106 | +1,223 | 35.64% | Q3 2026 | Oct 28, 2026 |
| Clayton Financial Group LLC | History | Added to | 4,553 | 291 | 0.15% | 0.15% | 107 | +12 | 0.26% | Q3 2026 | Oct 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,501 | 269 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,322 | 258 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 3,927 | 251 | 0.0% | 0.0% | 110 | +133 | 3.51% | Q3 2026 | Nov 02, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 3,922 | 234 | 0.66% | 0.66% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,898 | 233 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,857 | 231 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,843 | 230 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 3,580 | 229 | 0.05% | 0.05% | 115 | -19 | -0.53% | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,571 | 228 | 0.0% | 0.0% | 116 | -5,402 | -60.2% | Q3 2026 | Oct 30, 2026 |
| CITIGROUP INC | History | No change | 3,547 | 212 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,501 | 209 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GeoWealth Management, LLC | History | No change | 3,397 | 203 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,360 | 201 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,442 | 146 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Team Financial Group, LLC | History | New | 2,277 | 145 | 0.06% | — | 122 | +2,277 | New | Q3 2026 | Oct 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,498 | 89 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | No change | 1,432 | 85 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,358 | 81 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,062 | 67 | 0.0% | — | 126 | +1,060 | 53000.0% | Q3 2026 | Oct 08, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 968 | 61 | 0.01% | 0.01% | 127 | -819 | -45.83% | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 906 | 54 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 762 | 42 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 665 | 42 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 672 | 42 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 685 | 41 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Regatta Research & Money Management | History | No change | 684 | 40 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 648 | 38 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 626 | 37 | 0.0% | 0.0% | 135 | 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% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 346 | 22 | 0.03% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FMR LLC | History | No change | 260 | 15 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 248 | 14 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spire Wealth Management | History | No change | 222 | 14 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | No change | 216 | 13 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 200 | 12 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 181 | 11 | 0.0% | 0.0% | 143 | +1 | 0.56% | Q3 2026 | Oct 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 81 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Imprint Wealth LLC | History | No change | 65 | 3 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -80,779 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,327 | -100.0% | Q3 2026 | Oct 13, 2026 |