Grayscale Ethereum Staking Mini ETF - ETH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 5,119,241 | 76,942 | 0.0% | 0.01% | 1 | +351,560 | 7.37% | Q2 2026 | Aug 13, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Added to | 4,165,451 | 62,606 | 23.14% | 10.48% | 2 | +2,795,023 | 203.95% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,895,877 | 58,555 | 0.0% | 0.01% | 3 | -1,913,265 | -32.94% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Reduced | 2,232,656 | 33,556 | 2.2% | 5.71% | 4 | -1,320,029 | -37.16% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 2,182,187 | 32,798 | 0.01% | 0.02% | 5 | -73,580 | -3.26% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 2,027,713 | 30,476 | 0.0% | — | 6 | +2,027,713 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 953,050 | 14,324 | 0.0% | 0.0% | 7 | +456,331 | 91.87% | Q2 2026 | Aug 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 865,953 | 13,015 | 1.61% | 2.04% | 8 | +118,403 | 15.84% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Reduced | 513,097 | 7,711 | 0.01% | 0.02% | 9 | -196 | -0.04% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | Added to | 465,000 | 6,988 | 0.05% | 0.03% | 10 | +299,200 | 180.46% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 402,900 | 6,055 | 0.0% | 0.0% | 11 | -196,333 | -32.76% | Q2 2026 | Sep 02, 2026 |
| Verde Capital Management | History | Added to | 320,336 | 4,814 | 0.89% | 0.76% | 12 | +142,218 | 79.84% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | New | 260,884 | 3,921 | 0.0% | — | 13 | +260,884 | New | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | New | 220,709 | 3,317 | 0.1% | — | 14 | +220,709 | New | Q2 2026 | Aug 13, 2026 |
| MATAURO, LLC | History | Added to | 205,649 | 3,090 | 0.41% | 0.52% | 15 | +22,960 | 12.57% | Q2 2026 | Jul 21, 2026 |
| Rye Brook Capital LLC | History | Added to | 200,250 | 3,010 | 2.11% | 3.52% | 16 | +8,190 | 4.26% | Q2 2026 | Jul 20, 2026 |
| Haven Private, LLC | History | Added to | 195,797 | 2,942 | 1.12% | 1.69% | 17 | +332 | 0.17% | Q2 2026 | Jul 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 194,851 | 2,931 | 0.35% | — | 18 | +194,851 | New | Q2 2026 | Aug 12, 2026 |
| Hunting Hill Global Capital, LLC | History | No change | 140,000 | 2,780 | 2.16% | 2.16% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trustees of Dartmouth College | History | No change | 178,148 | 2,677 | 0.8% | 1.41% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 176,572 | 2,653 | 0.34% | 0.36% | 21 | +44,850 | 34.05% | Q2 2026 | Aug 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 175,816 | 2,642 | 0.02% | 0.26% | 22 | -1,206,251 | -87.28% | Q2 2026 | Aug 10, 2026 |
| Fielder Capital Group LLC | History | Reduced | 160,173 | 2,407 | 0.52% | 0.73% | 23 | -9,690 | -5.7% | Q2 2026 | Aug 06, 2026 |
| HBK INVESTMENTS L P | History | Reduced | 152,621 | 2,293 | 0.02% | 0.06% | 24 | -158,520 | -50.95% | Q2 2026 | Sep 16, 2026 |
| Reliant Wealth Planning | History | Added to | 132,523 | 1,991 | 0.55% | 0.73% | 25 | +10,653 | 8.74% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | Added to | 119,446 | 1,795 | 0.0% | 0.0% | 26 | +64,969 | 119.26% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 119,136 | 1,790 | 0.0% | 0.0% | 27 | -4,556 | -3.68% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 113,320 | 1,703 | 0.0% | 0.0% | 28 | -3,513 | -3.01% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 113,284 | 1,702 | 0.0% | 0.0% | 29 | +11,550 | 11.35% | Q2 2026 | Aug 07, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 101,781 | 1,529 | 0.5% | 0.64% | 30 | +1,376 | 1.37% | Q2 2026 | Aug 13, 2026 |
| Aries Wealth Management | History | Added to | 100,397 | 1,508 | 0.3% | 0.41% | 31 | +6,095 | 6.46% | Q2 2026 | Jul 24, 2026 |
| Graetz Wealth LLC | History | Added to | 91,926 | 1,381 | 1.1% | 1.19% | 32 | +24,735 | 36.81% | Q2 2026 | Aug 13, 2026 |
| Stonebrook Private Inc. | History | Added to | 82,217 | 1,235 | 0.23% | 0.33% | 33 | +3,202 | 4.05% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 76,955 | 1,156 | 0.0% | 0.0% | 34 | +5,406 | 7.56% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,468 | 1,149 | 0.0% | 0.0% | 35 | +64,008 | 513.71% | Q2 2026 | Aug 07, 2026 |
| Rede Wealth, LLC | History | Added to | 74,398 | 1,118 | 0.37% | 0.38% | 36 | +21,147 | 39.71% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 72,397 | 1,088 | 0.0% | 0.0% | 37 | -45,231 | -38.45% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 69,856 | 1,049 | 0.0% | 0.0% | 38 | -10,410 | -12.97% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | Reduced | 60,988 | 919 | 0.0% | 0.0% | 39 | -1,760 | -2.8% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 50,982 | 870 | 0.0% | 0.0% | 40 | +912 | 1.82% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 56,428 | 848 | 0.01% | 0.01% | 41 | -2,232 | -3.8% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,696 | 822 | 0.0% | 0.0% | 42 | +646 | 1.2% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | Reduced | 39,990 | 794 | 0.01% | 0.01% | 43 | -100 | -0.25% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 51,976 | 781 | 0.0% | 0.01% | 44 | -22,655 | -30.36% | Q2 2026 | Aug 18, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 47,258 | 710 | 0.17% | 0.21% | 45 | +10,314 | 27.92% | Q2 2026 | Jul 30, 2026 |
| Integrity Wealth Partners, LLC | History | No change | 35,290 | 706 | 0.64% | 0.64% | 46 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | New | 45,992 | 691 | 0.01% | — | 47 | +45,992 | New | Q2 2026 | Aug 03, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 44,486 | 668 | 0.0% | 0.01% | 48 | +2,170 | 5.13% | Q2 2026 | Jul 20, 2026 |
| Cooper Financial Group | History | Added to | 44,433 | 667 | 0.06% | 0.08% | 49 | +4,740 | 11.94% | Q2 2026 | Jul 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 42,650 | 641 | 0.03% | 0.05% | 50 | -15,070 | -26.11% | Q2 2026 | Aug 13, 2026 |
| Robertson Opportunity Capital, LLC | History | No change | 41,164 | 618 | 0.24% | 0.31% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 41,067 | 617 | 0.0% | 0.0% | 52 | -24,291 | -37.17% | Q2 2026 | Jul 28, 2026 |
| ATX Financial Planning, LLC | History | Added to | 40,072 | 602 | 0.4% | 0.6% | 53 | +592 | 1.5% | Q2 2026 | Aug 20, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 39,834 | 598 | 0.18% | 0.18% | 54 | +13,094 | 48.97% | Q2 2026 | Aug 10, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 29,632 | 588 | 0.09% | 0.14% | 55 | -1,750 | -5.58% | Q2 2026 | Jul 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 38,915 | 584 | 0.01% | 0.01% | 56 | +2,402 | 6.58% | Q2 2026 | Aug 10, 2026 |
| Miller Global Investments, LLC | History | Added to | 37,972 | 570 | 0.47% | 0.18% | 57 | +28,109 | 284.99% | Q2 2026 | Jul 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 36,966 | 555 | 0.0% | 0.0% | 58 | -17,910 | -32.64% | Q2 2026 | Jul 29, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 36,259 | 544 | 0.18% | 0.26% | 59 | -1,083 | -2.9% | Q2 2026 | Aug 06, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 36,067 | 542 | 0.04% | 0.05% | 60 | +976 | 2.78% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 36,021 | 541 | 0.0% | 0.0% | 61 | +836 | 2.38% | Q2 2026 | Aug 14, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 34,893 | 524 | 0.15% | 0.2% | 62 | +2,188 | 6.69% | Q2 2026 | Aug 11, 2026 |
| Gainplan LLC | History | Added to | 34,862 | 523 | 0.21% | 0.51% | 63 | +299 | 0.87% | Q2 2026 | Jul 07, 2026 |
| Keystone Financial Services, LLC | History | Added to | 34,652 | 520 | 0.31% | 0.33% | 64 | +10,086 | 41.06% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 34,105 | 512 | 0.0% | 0.0% | 65 | +70 | 0.21% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 32,698 | 491 | 0.02% | 0.04% | 66 | -1,884 | -5.45% | Q2 2026 | Jul 23, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 31,513 | 473 | 0.22% | 0.37% | 67 | -4,653 | -12.87% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 534,100 | 467 | 0.01% | 0.02% | 68 | +320,154 | 149.64% | Q2 2026 | Aug 14, 2026 |
| E6 Portfolios, LLC | History | Added to | 30,166 | 453 | 0.36% | 0.46% | 69 | +8,074 | 36.55% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 28,889 | 434 | 0.01% | 0.01% | 70 | -287 | -0.98% | Q2 2026 | Jul 15, 2026 |
| Hamilton Capital, LLC | History | No change | 28,938 | 434 | 0.02% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Broadhurst Jeffrey B | History | Added to | 28,000 | 420 | 0.89% | 0.43% | 72 | +6,782 | 31.96% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,834 | 418 | 0.0% | 0.01% | 73 | +1,539 | 5.85% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Added to | 26,913 | 404 | 0.0% | 0.0% | 74 | +8,381 | 45.22% | Q2 2026 | Aug 03, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 26,294 | 395 | 0.0% | 0.0% | 75 | -1,148 | -4.18% | Q2 2026 | Aug 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 24,567 | 384 | 0.05% | 0.03% | 76 | +2,276 | 10.21% | Q2 2026 | Aug 11, 2026 |
| Illumine Investment Management, LLC | History | Closed out | 0 | 377 | 0.25% | 0.38% | 77 | -24,938 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 25,000 | 376 | 0.03% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avid Wealth Partners LLC | History | Added to | 24,230 | 364 | 0.18% | 0.13% | 79 | +10,295 | 73.88% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 24,030 | 361 | 0.01% | 0.08% | 80 | -43,882 | -64.62% | Q2 2026 | Aug 06, 2026 |
| Interchange Capital Partners, LLC | History | New | 24,033 | 361 | 0.07% | — | 81 | +24,033 | New | Q2 2026 | Jul 20, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 23,984 | 360 | 0.0% | 0.0% | 82 | +6,923 | 40.58% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,736 | 351 | 0.0% | 0.0% | 83 | +9,283 | 69.0% | Q2 2026 | Aug 12, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 22,085 | 331 | 0.17% | 0.18% | 84 | +6,960 | 46.02% | Q2 2026 | Jul 16, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 16,518 | 328 | 0.14% | 0.14% | 85 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Clear Creek Financial Management, LLC | History | New | 21,374 | 321 | 0.02% | — | 86 | +21,374 | New | Q2 2026 | Jul 27, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 21,115 | 317 | 0.08% | 0.11% | 87 | +2,154 | 11.36% | Q2 2026 | Aug 10, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 20,992 | 315 | 0.29% | 0.37% | 88 | +3,407 | 19.37% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 20,459 | 307 | 0.0% | 0.01% | 89 | +6,492 | 46.48% | Q2 2026 | Aug 10, 2026 |
| Pachira Investments Inc. | History | Reduced | 20,063 | 301 | 0.11% | 0.19% | 90 | -204 | -1.01% | Q2 2026 | Jul 17, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 300 | 0.01% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 19,708 | 296 | 0.02% | 0.03% | 92 | +1,442 | 7.89% | Q2 2026 | Aug 12, 2026 |
| Claro Advisors Inc. | History | Added to | 19,632 | 295 | 0.03% | 0.03% | 93 | +5,945 | 43.44% | Q2 2026 | Jul 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 19,310 | 290 | 0.0% | 0.0% | 94 | -1,733 | -8.24% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 18,965 | 285 | 0.01% | 0.01% | 95 | +3,110 | 19.62% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | New | 18,911 | 284 | 0.0% | — | 96 | +18,911 | New | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 18,147 | 272 | 0.0% | 0.0% | 97 | +3,598 | 24.73% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 16,927 | 254 | 0.0% | 0.0% | 98 | +2,916 | 20.81% | Q2 2026 | Aug 19, 2026 |
| Leo Wealth, LLC | History | No change | 12,781 | 253 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 16,810 | 252 | 0.01% | 0.01% | 100 | +5,733 | 51.76% | Q2 2026 | Jul 28, 2026 |
| Ground Swell Capital, LLC | History | New | 16,591 | 249 | 0.27% | — | 101 | +16,591 | New | Q2 2026 | Aug 05, 2026 |
| Runnymede Capital Advisors, Inc. | History | Added to | 16,357 | 245 | 0.15% | 0.28% | 102 | +30 | 0.18% | Q2 2026 | Jul 21, 2026 |
| StoneX Group Inc. | History | Added to | 14,094 | 244 | 0.01% | 0.01% | 103 | +1,942 | 15.98% | Q2 2026 | Aug 12, 2026 |
| Almanack Investment Partners, LLC. | History | New | 15,849 | 238 | 0.03% | — | 104 | +15,849 | New | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,834 | 237 | 0.0% | 0.0% | 105 | -11,448 | -41.96% | Q2 2026 | Jul 27, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 15,200 | 228 | 0.06% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 12,281 | 227 | 0.0% | — | 109 | +12,281 | New | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 15,164 | 227 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 12,281 | 227 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 14,837 | 223 | 0.01% | 0.01% | 110 | -143 | -0.95% | Q2 2026 | Aug 03, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11,217 | 222 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 14,589 | 219 | 0.02% | 0.04% | 112 | -691 | -4.52% | Q2 2026 | Aug 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 14,338 | 215 | 0.08% | 0.14% | 113 | -2,130 | -12.93% | Q2 2026 | Jul 16, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 14,183 | 213 | 0.01% | 0.02% | 114 | -3,449 | -19.56% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 13,885 | 208 | 0.0% | 0.01% | 116 | -6,107 | -30.55% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 13,858 | 208 | 0.0% | 0.0% | 115 | -5,148 | -27.09% | Q2 2026 | Aug 07, 2026 |
| IFC Advisors LLC | History | No change | 13,526 | 203 | 0.03% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Copia Wealth Management | History | Added to | 13,504 | 202 | 0.12% | 0.16% | 119 | +1,805 | 15.43% | Q2 2026 | Aug 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 13,441 | 202 | 0.0% | 0.0% | 118 | +910 | 7.26% | Q2 2026 | Jul 31, 2026 |
| Greenline Partners, LLC | History | No change | 13,314 | 200 | 0.02% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lotus Asset Management LLC | History | New | 13,227 | 198 | 0.18% | — | 121 | +13,227 | New | Q2 2026 | Sep 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 12,989 | 195 | 0.01% | 0.01% | 122 | +1,034 | 8.65% | Q2 2026 | Jul 21, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 12,806 | 192 | 0.03% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meridian Wealth Management, LLC | History | New | 12,762 | 191 | 0.01% | — | 124 | +12,762 | New | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,376 | 186 | 0.0% | 0.0% | 125 | +1,210 | 10.84% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 12,340 | 185 | 0.0% | 0.0% | 126 | +3,526 | 40.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Investment Advisors, Ltd. | History | New | 12,150 | 182 | 0.03% | — | 127 | +12,150 | New | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | Added to | 11,733 | 176 | 0.0% | 0.0% | 128 | +1,662 | 16.5% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,407 | 171 | 0.0% | — | 129 | +11,407 | New | Q2 2026 | Jul 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 11,245 | 169 | 0.05% | 0.13% | 131 | -7,801 | -40.96% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,270 | 169 | 0.0% | 0.0% | 130 | -20 | -0.18% | Q2 2026 | Jul 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 11,222 | 168 | 0.05% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Windle Wealth, LLC | History | New | 11,089 | 166 | 0.07% | — | 133 | +11,089 | New | Q2 2026 | Jul 30, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | Added to | 10,902 | 163 | 0.15% | 0.21% | 135 | +700 | 6.86% | Q2 2026 | Jul 21, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 10,904 | 163 | 0.03% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 10,805 | 162 | 0.04% | 0.05% | 136 | -58 | -0.53% | Q2 2026 | Jul 09, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 10,617 | 159 | 0.01% | — | 137 | +10,617 | New | Q2 2026 | Aug 14, 2026 |
| Benson Wealth Management INC | History | Reduced | 10,040 | 150 | 0.15% | 0.3% | 138 | -1,181 | -10.52% | Q2 2026 | Aug 10, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 7,525 | 149 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smithfield Trust Co | History | No change | 9,025 | 136 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,516 | 97 | 0.0% | 0.0% | 141 | +1,876 | 40.43% | Q2 2026 | Jul 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 5,451 | 81 | 0.01% | 0.01% | 142 | +929 | 20.54% | Q2 2026 | Jul 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,338 | 80 | 0.0% | 0.0% | 143 | +1,500 | 39.08% | Q2 2026 | Aug 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 4,403 | 66 | 0.01% | 0.01% | 144 | +2,453 | 125.79% | Q2 2026 | Aug 06, 2026 |
| ARK Investment Management LLC | History | Reduced | 4,280 | 64 | 0.0% | 0.0% | 145 | -178 | -3.99% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 2,909 | 57 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,678 | 55 | 0.0% | 0.0% | 147 | +1,951 | 112.97% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | Added to | 3,541 | 53 | 0.0% | 0.0% | 149 | +2,712 | 327.14% | Q2 2026 | Aug 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 3,575 | 53 | 0.02% | 0.02% | 148 | +1,313 | 58.05% | Q2 2026 | Jul 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,450 | 51 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,342 | 50 | 0.01% | — | 152 | +3,342 | New | Q2 2026 | Aug 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 3,391 | 50 | 0.02% | 0.02% | 151 | +956 | 39.26% | Q2 2026 | Aug 10, 2026 |
| J.Safra Asset Management Corp | History | Added to | 2,696 | 40 | 0.0% | 0.0% | 153 | +171 | 6.77% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,642 | 39 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,552 | 38 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,346 | 35 | 0.0% | 0.0% | 156 | -2,291 | -49.41% | Q2 2026 | Aug 14, 2026 |
| HighMark Wealth Management LLC | History | Added to | 2,265 | 34 | 0.01% | 0.02% | 157 | +400 | 21.45% | Q2 2026 | Aug 12, 2026 |
| Sankala Group LLC | History | Reduced | 1,797 | 32 | 0.02% | 0.03% | 158 | -236 | -11.61% | Q2 2026 | Aug 18, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,971 | 29 | 0.01% | 0.01% | 159 | +103 | 5.51% | Q2 2026 | Jul 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,966 | 29 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,807 | 27 | 0.0% | 0.0% | 161 | -23 | -1.26% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,681 | 25 | 0.0% | 0.0% | 162 | +826 | 96.61% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 1,601 | 24 | 0.02% | 0.04% | 164 | -197 | -10.96% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 1,615 | 24 | 0.01% | 0.02% | 163 | -95 | -5.56% | Q2 2026 | Jul 13, 2026 |
| VIMA LLC | History | New | 1,497 | 22 | 0.02% | — | 167 | +1,497 | New | Q2 2026 | Jul 24, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,500 | 22 | 0.0% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 1,498 | 22 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,271 | 19 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 1,233 | 18 | 0.01% | 0.01% | 169 | -129 | -9.47% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,210 | 18 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 1,140 | 17 | 0.0% | — | 171 | +1,140 | New | Q2 2026 | Aug 06, 2026 |
| EFG International AG | History | No change | 1,100 | 16 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 1,005 | 15 | 0.0% | 0.0% | 175 | -3,010 | -74.97% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,004 | 15 | 0.0% | 0.0% | 174 | -1,744 | -63.46% | Q2 2026 | Jul 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 1,055 | 15 | 0.01% | 0.01% | 177 | -19 | -1.77% | Q2 2026 | Aug 14, 2026 |
| Horrell Capital Management, Inc. | History | No change | 1,044 | 15 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 1,000 | 15 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Noble Wealth Management PBC | History | Reduced | 912 | 13 | 0.01% | 0.02% | 179 | -1,000 | -52.3% | Q2 2026 | Jul 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 895 | 13 | 0.0% | 0.0% | 178 | +823 | 1143.06% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | Reduced | 806 | 12 | 0.01% | 0.01% | 181 | -45 | -5.29% | Q2 2026 | Aug 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 804 | 12 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 744 | 11 | 0.0% | 0.0% | 182 | +318 | 74.65% | Q2 2026 | Jul 24, 2026 |
| NKCFO LLC | History | No change | 700 | 11 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richardson Capital Management LLC | History | Added to | 712 | 10 | 0.0% | 0.01% | 185 | +158 | 28.52% | Q2 2026 | Jul 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 673 | 10 | 0.0% | 0.0% | 184 | +15 | 2.28% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 731 | 10 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 621 | 9 | 0.0% | — | 191 | +621 | New | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 619 | 9 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 653 | 9 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 650 | 9 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 775 | 9 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 560 | 8 | 0.0% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | Added to | 471 | 7 | 0.0% | 0.0% | 195 | +374 | 385.57% | Q2 2026 | Aug 10, 2026 |
| Hurley Capital, LLC | History | Reduced | 483 | 7 | 0.0% | 0.01% | 196 | -190 | -28.23% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 519 | 7 | 0.0% | 0.0% | 193 | +30 | 6.13% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 478 | 7 | 0.0% | 0.0% | 194 | +11 | 2.36% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 480 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GS Investments, Inc. | History | No change | 500 | 7 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 425 | 6 | 0.0% | 0.0% | 200 | -1,800 | -80.9% | Q2 2026 | Aug 07, 2026 |
| American Capital Advisory, LLC | History | Reduced | 430 | 6 | 0.0% | 0.0% | 202 | -16 | -3.59% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 427 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 400 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cape Investment Advisory, Inc. | History | New | 365 | 5 | 0.0% | — | 205 | +365 | New | Q2 2026 | Jul 23, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 350 | 5 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WPG Advisers, LLC | History | No change | 377 | 5 | 0.0% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 331 | 4 | 0.0% | 0.0% | 206 | -935 | -73.85% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 320 | 4 | 0.0% | 0.0% | 210 | -300 | -48.39% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 234 | 4 | 0.0% | 0.0% | 207 | +194 | 485.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 235 | 4 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Star Investment Management Corp. | History | No change | 281 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NFSG Corp | History | Reduced | 245 | 3 | 0.0% | 0.0% | 213 | -490 | -66.67% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 265 | 3 | 0.0% | 0.0% | 212 | -440 | -62.41% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | New | 260 | 3 | 0.0% | — | 219 | +260 | New | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 259 | 3 | 0.0% | 0.0% | 216 | +100 | 62.89% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 250 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quent Capital, LLC | History | No change | 235 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 210 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 203 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 245 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 150 | 2 | 0.0% | — | 226 | +150 | New | Q2 2026 | Aug 06, 2026 |
| Signature Resources Capital Management, LLC | History | New | 141 | 2 | 0.0% | — | 227 | +141 | New | Q2 2026 | Jul 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 138 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silicon Valley Capital Partners | History | No change | 169 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Bogart Wealth, LLC | History | No change | 153 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 165 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | No change | 143 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forum Finance Group S.A. | History | No change | 185 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 107 | 1 | 0.0% | 0.0% | 232 | -83 | -43.68% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 130 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 80 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NVWM, LLC | History | No change | 130 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 125 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dunhill Financial, LLC | History | No change | 90 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 108 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essential Investment Partners LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.54% | — | -255,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -166,494 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RPO LLC | History | Closed out | 0 | 0 | — | 4.96% | — | -80,800 | -100.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -62,301 | -100.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,449 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 50 | 0 | — | 0.06% | — | -23,320 | -99.79% | Q2 2026 | Jul 22, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -17,914 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Brand Asset Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -16,773 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -15,577 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,456 | -100.0% | Q2 2026 | Aug 04, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,155 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,237 | -100.0% | Q2 2026 | Sep 08, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,176 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,588 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,550 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -7,540 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wilmar Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,253 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,056 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -950 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -650 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -278 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Ameliora Wealth Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2 | 0 | — | 0.0% | — | -163 | -98.79% | Q2 2026 | Jul 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 3 | 0 | — | 0.01% | — | -137 | -97.86% | Q2 2026 | Aug 13, 2026 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Colonial Trust Co / SC | History | New | 50 | 0 | — | — | — | +50 | New | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 38 | 0 | — | — | — | +37 | 3700.0% | Q2 2026 | Jul 06, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MCDONALD PARTNERS LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Jul 28, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Lavaca Capital LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trust Co | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Bridge, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Triumph Capital Management | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Solstein Capital, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centerpoint Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Street Group, LTD | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Perspectives, Inc | History | No change | 52 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |