Eaton Vance Tax-Managed Buy-Write Opportunities Fund - ETV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,871,053 | 27,841 | 0.01% | 0.01% | 1 | +151,871 | 8.83% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,869,128 | 27,812 | 0.0% | 0.0% | 2 | +64,599 | 3.58% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,457,304 | 21,684 | 0.14% | 0.14% | 3 | +121,946 | 9.13% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 1,445,729 | 21,512 | 0.0% | 0.0% | 4 | -33,903 | -2.29% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,169,365 | 17,400 | 0.0% | 0.0% | 5 | +15,843 | 1.37% | Q2 2026 | Aug 14, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Reduced | 973,129 | 14,266 | 7.62% | 8.2% | 6 | -20,978 | -2.11% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 671,347 | 9,989 | 0.0% | 0.0% | 7 | -48,467 | -6.73% | Q2 2026 | Aug 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 617,433 | 9,187 | 2.9% | 2.97% | 8 | +10,479 | 1.73% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 591,357 | 8,799 | 0.11% | 0.12% | 9 | -24,383 | -3.96% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 491,893 | 7,319 | 0.0% | 0.0% | 10 | +55,356 | 12.68% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 482,971 | 7,188 | 0.0% | 0.0% | 11 | +30,189 | 6.67% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 467,155 | 6,951 | 0.0% | 0.0% | 12 | -58,682 | -11.16% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 437,539 | 6,510 | 0.03% | 0.03% | 13 | +14,008 | 3.31% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 436,144 | 6,490 | 0.0% | 0.0% | 14 | +5,601 | 1.3% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 434,339 | 6,462 | 0.01% | 0.02% | 15 | +35,157 | 8.81% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 407,816 | 6,068 | 0.01% | 0.0% | 16 | +67,750 | 19.92% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 396,176 | 5,895 | 0.01% | 0.01% | 17 | +33,719 | 9.3% | Q2 2026 | Aug 14, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 386,085 | 5,744 | 1.78% | 1.95% | 18 | -1,844 | -0.48% | Q2 2026 | Jul 21, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 314,746 | 4,683 | 2.49% | 2.59% | 19 | +7,242 | 2.36% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 309,082 | 4,599 | 0.0% | 0.0% | 20 | -158,677 | -33.92% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 301,867 | 4,491 | 0.0% | 0.0% | 21 | +4,172 | 1.4% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 288,807 | 4,297 | 0.07% | 0.06% | 22 | +40,931 | 16.51% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 268,687 | 3,998 | 0.01% | 0.01% | 23 | +9,321 | 3.59% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 263,007 | 3,913 | 0.0% | 0.01% | 24 | -4,085 | -1.53% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Added to | 259,687 | 3,864 | 0.0% | 0.0% | 25 | +17,745 | 7.33% | Q2 2026 | Aug 12, 2026 |
| SHARPEPOINT LLC | History | Added to | 218,139 | 3,245 | 1.63% | 1.63% | 26 | +18,205 | 9.11% | Q2 2026 | Jul 29, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 213,499 | 3,176 | 1.31% | 1.34% | 27 | +8,066 | 3.93% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 198,047 | 2,946 | 0.01% | 0.01% | 28 | +2,325 | 1.19% | Q2 2026 | Aug 18, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 183,717 | 2,733 | 0.15% | 0.13% | 29 | +23,794 | 14.88% | Q2 2026 | Aug 07, 2026 |
| Advisory Solutions Group, LLC | History | New | 175,159 | 2,606 | 0.88% | — | 30 | +175,159 | New | Q2 2026 | Jul 29, 2026 |
| Emissary Wealth LLC | History | Added to | 174,295 | 2,593 | 1.97% | 2.16% | 31 | +5,473 | 3.24% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 165,095 | 2,456 | 0.0% | 0.01% | 32 | -152,354 | -47.99% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 146,965 | 2,187 | 0.01% | 0.02% | 33 | +2,710 | 1.88% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 144,974 | 2,157 | 0.0% | 0.0% | 34 | +17,274 | 13.53% | Q2 2026 | Aug 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 133,413 | 1,985 | 0.12% | 0.13% | 35 | +3,000 | 2.3% | Q2 2026 | Jul 23, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 127,068 | 1,890 | 0.06% | 0.05% | 36 | +31,045 | 32.33% | Q2 2026 | Aug 05, 2026 |
| Advisory Advocates, LLC | History | Added to | 123,408 | 1,836 | 1.57% | 1.58% | 37 | +10,270 | 9.08% | Q2 2026 | Aug 10, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 120,224 | 1,787 | 0.39% | 0.4% | 38 | +258 | 0.22% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | Added to | 119,705 | 1,781 | 0.03% | 0.03% | 39 | +10,213 | 9.33% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 110,696 | 1,647 | 0.01% | 0.01% | 40 | -2,269 | -2.01% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 107,608 | 1,601 | 0.01% | 0.01% | 41 | +23,386 | 27.77% | Q2 2026 | Jul 27, 2026 |
| PMG Family Office LLC | History | Added to | 104,440 | 1,554 | 1.43% | 1.57% | 42 | +1,600 | 1.56% | Q2 2026 | Jul 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 101,844 | 1,515 | 0.04% | 0.04% | 43 | -713 | -0.7% | Q2 2026 | Jul 28, 2026 |
| Obermeyer Wealth Partners | History | Added to | 101,069 | 1,503 | 0.06% | 0.05% | 44 | +19,436 | 23.81% | Q2 2026 | Jul 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 100,931 | 1,502 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 99,309 | 1,477 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,968 | 1,428 | 0.0% | 0.0% | 47 | +25,317 | 35.83% | Q2 2026 | Jul 28, 2026 |
| 1607 Capital Partners, LLC | History | No change | 94,313 | 1,403 | 0.12% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cresset Asset Management, LLC | History | Added to | 92,695 | 1,379 | 0.0% | 0.01% | 49 | +1,856 | 2.04% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 78,280 | 1,164 | 0.0% | 0.0% | 50 | -361 | -0.46% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 66,958 | 996 | 0.0% | 0.0% | 51 | +3,570 | 5.63% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 66,563 | 990 | 0.01% | 0.01% | 52 | +5,894 | 9.72% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 65,264 | 971 | 0.0% | 0.0% | 53 | -3,012 | -4.41% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 64,549 | 960 | 0.01% | 0.01% | 54 | -1,500 | -2.27% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 59,411 | 884 | 0.0% | 0.0% | 55 | +201 | 0.34% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 54,625 | 812 | 0.03% | 0.03% | 56 | -1,954 | -3.45% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 51,187 | 761 | 0.0% | 0.0% | 57 | +33,073 | 182.58% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | Reduced | 49,640 | 738 | 0.01% | 0.02% | 58 | -15,358 | -23.63% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 47,322 | 704 | 0.0% | 0.0% | 59 | -614 | -1.28% | Q2 2026 | Aug 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 46,649 | 694 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Choate Investment Advisors | History | New | 45,000 | 669 | 0.01% | — | 62 | +45,000 | New | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 44,997 | 669 | 0.02% | 0.02% | 61 | -252 | -0.56% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 42,685 | 635 | 0.02% | 0.02% | 63 | +777 | 1.85% | Q2 2026 | Jul 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 41,625 | 619 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 40,582 | 603 | 0.42% | 0.44% | 65 | +2,248 | 5.86% | Q2 2026 | Jul 30, 2026 |
| IHT Wealth Management, LLC | History | New | 39,500 | 587 | 0.01% | — | 66 | +39,500 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 38,604 | 574 | 0.01% | 0.01% | 67 | -699 | -1.78% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 38,473 | 572 | 0.0% | — | 68 | +38,473 | New | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,495 | 571 | 0.0% | 0.0% | 69 | +7,040 | 22.38% | Q2 2026 | Aug 19, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 37,640 | 561 | 0.03% | 0.03% | 70 | -4,813 | -11.34% | Q2 2026 | Jul 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 36,685 | 545 | 0.15% | 0.18% | 71 | +67 | 0.18% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 36,021 | 535 | 0.0% | 0.0% | 72 | -1,048 | -2.83% | Q2 2026 | Aug 05, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 34,880 | 519 | 0.18% | 0.18% | 73 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 33,480 | 498 | 0.0% | 0.0% | 74 | -1,525 | -4.36% | Q2 2026 | Aug 17, 2026 |
| Western Wealth Management, LLC | History | No change | 33,229 | 494 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 31,476 | 468 | 0.02% | 0.02% | 76 | +543 | 1.76% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Added to | 30,706 | 456 | 0.0% | 0.0% | 77 | +179 | 0.59% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 28,770 | 452 | 0.26% | 0.27% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,630 | 440 | 0.01% | 0.02% | 79 | -14,493 | -32.85% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 28,820 | 428 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 28,018 | 418 | 0.01% | 0.01% | 81 | +171 | 0.61% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 27,962 | 416 | 0.01% | — | 82 | +27,962 | New | Q2 2026 | Aug 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 27,805 | 413 | 0.29% | 0.28% | 83 | -3,141 | -10.15% | Q2 2026 | Jul 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 26,640 | 396 | 0.01% | 0.01% | 84 | +95 | 0.36% | Q2 2026 | Jul 07, 2026 |
| Triumph Capital Management | History | Added to | 25,046 | 372 | 0.07% | 0.07% | 85 | +1,518 | 6.45% | Q2 2026 | Jul 20, 2026 |
| Everstar Asset Management, LLC | History | No change | 24,960 | 371 | 0.18% | 0.18% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 23,852 | 354 | 0.12% | 0.08% | 87 | +10,492 | 78.53% | Q2 2026 | Aug 05, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 23,075 | 343 | 0.09% | 0.09% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XTX Topco Ltd | History | New | 22,554 | 335 | 0.0% | — | 89 | +22,554 | New | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 21,370 | 317 | 0.0% | 0.0% | 90 | -5,805 | -21.36% | Q2 2026 | Aug 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 20,397 | 303 | 0.01% | 0.01% | 91 | -2,017 | -9.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 20,397 | 303 | 0.03% | 0.04% | 92 | -2,017 | -9.0% | Q2 2026 | Jul 31, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 18,826 | 280 | 0.07% | 0.09% | 93 | +375 | 2.03% | Q2 2026 | Jul 24, 2026 |
| Westend Capital Management, LLC | History | No change | 18,773 | 279 | 0.06% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 18,206 | 270 | 0.0% | 0.0% | 95 | -2,208 | -10.82% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 18,137 | 269 | 0.0% | 0.01% | 96 | +6,255 | 52.64% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 17,751 | 264 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 17,681 | 263 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 17,633 | 262 | 0.0% | — | 99 | +17,633 | New | Q2 2026 | Aug 13, 2026 |
| Worth Asset Management, LLC | History | No change | 17,215 | 256 | 0.08% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 17,242 | 256 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 17,162 | 255 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 16,777 | 249 | 0.0% | 0.0% | 103 | -1,340 | -7.4% | Q2 2026 | Aug 11, 2026 |
| Diversified Enterprises, LLC | History | Added to | 16,693 | 248 | 0.01% | 0.01% | 104 | +65 | 0.39% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | New | 16,372 | 243 | 0.0% | — | 105 | +16,372 | New | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 15,700 | 233 | 0.01% | — | 107 | +15,700 | New | Q2 2026 | Jul 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 15,653 | 233 | 0.01% | 0.01% | 106 | -63 | -0.4% | Q2 2026 | Aug 17, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 15,590 | 231 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cannon Advisors, Inc. | History | Added to | 14,745 | 223 | 0.14% | 0.15% | 109 | +293 | 2.03% | Q2 2026 | Jul 15, 2026 |
| HB Wealth Management, LLC | History | No change | 14,600 | 217 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,420 | 215 | 0.0% | 0.0% | 111 | -240 | -1.64% | Q2 2026 | Aug 14, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 15,590 | 213 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 14,252 | 212 | 0.0% | 0.01% | 113 | -3,596 | -20.15% | Q2 2026 | Jul 17, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 14,314 | 212 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREENLEAF TRUST | History | New | 14,099 | 209 | 0.0% | — | 115 | +14,099 | New | Q2 2026 | Jul 21, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 13,543 | 201 | 0.01% | 0.01% | 116 | -357 | -2.57% | Q2 2026 | Jul 31, 2026 |
| Virtu Financial LLC | History | New | 13,346 | 199 | 0.01% | — | 117 | +13,346 | New | Q2 2026 | Aug 13, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 13,336 | 198 | 0.11% | 0.13% | 118 | -1,360 | -9.25% | Q2 2026 | Jul 07, 2026 |
| Burford Brothers, Inc. | History | No change | 13,200 | 196 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Principle Wealth Partners LLC | History | No change | 12,800 | 190 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 12,735 | 189 | 0.0% | 0.0% | 121 | -84,921 | -86.96% | Q2 2026 | Aug 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 12,615 | 187 | 0.02% | 0.02% | 122 | +78 | 0.62% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | New | 12,410 | 184 | 0.0% | — | 124 | +12,410 | New | Q2 2026 | Aug 07, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 12,422 | 184 | 0.06% | 0.05% | 123 | +217 | 1.78% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,108 | 180 | 0.0% | 0.0% | 125 | -667 | -5.22% | Q2 2026 | Sep 08, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 12,045 | 179 | 0.0% | — | 126 | +12,045 | New | Q2 2026 | Jul 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 12,000 | 178 | 0.01% | — | 129 | +12,000 | New | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,969 | 178 | 0.01% | 0.01% | 127 | +1,365 | 12.87% | Q2 2026 | Jul 22, 2026 |
| Empower Advisory Group, LLC | History | No change | 11,966 | 178 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,621 | 177 | 0.0% | — | 130 | +11,621 | New | Q2 2026 | Jul 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 11,748 | 174 | 0.0% | — | 131 | +11,748 | New | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,685 | 171 | 0.01% | 0.01% | 132 | -737 | -5.93% | Q2 2026 | Jul 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 11,219 | 166 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| YCG, LLC | History | No change | 11,200 | 166 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 11,185 | 166 | 0.07% | 0.07% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Calamos Advisors LLC | History | Reduced | 11,105 | 165 | 0.0% | 0.0% | 136 | -31,609 | -74.0% | Q2 2026 | Jul 31, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Added to | 11,000 | 163 | 0.12% | 0.13% | 137 | +250 | 2.33% | Q2 2026 | Jul 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 10,845 | 161 | 0.01% | 0.01% | 138 | -1,002 | -8.46% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | New | 10,678 | 158 | 0.0% | — | 140 | +10,678 | New | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,673 | 158 | 0.0% | 0.0% | 139 | +820 | 8.32% | Q2 2026 | Aug 12, 2026 |
| Stolper Co | History | Reduced | 10,394 | 155 | 0.04% | 0.7% | 141 | -3,257 | -23.86% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,400 | 154 | 0.01% | 0.01% | 142 | +40 | 0.39% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,260 | 152 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 10,213 | 151 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 9,600 | 142 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,397 | 139 | 0.0% | 0.0% | 146 | +120 | 1.29% | Q2 2026 | Aug 05, 2026 |
| Kentucky Trust Co | History | No change | 8,252 | 122 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 7,766 | 116 | 0.0% | 0.0% | 148 | +55 | 0.71% | Q2 2026 | Jul 27, 2026 |
| Princeton Global Asset Management LLC | History | No change | 6,420 | 95 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avion Wealth | History | No change | 6,161 | 91 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BankPlus Trust Department | History | No change | 5,560 | 82 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 5,352 | 79 | 0.0% | 0.0% | 152 | +442 | 9.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,127 | 76 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vision Retirement, LLC | History | No change | 5,000 | 74 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Street Group, LTD | History | Added to | 4,753 | 70 | 0.02% | 0.02% | 155 | +24 | 0.51% | Q2 2026 | Jul 13, 2026 |
| Seneschal Advisors, LLC | History | No change | 4,707 | 70 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olistico Wealth, LLC | History | Reduced | 4,400 | 65 | 0.03% | 0.04% | 157 | -2,000 | -31.25% | Q2 2026 | Jul 13, 2026 |
| Axiom Investment Management LLC | History | Added to | 3,771 | 56 | 0.04% | 0.04% | 158 | +100 | 2.72% | Q2 2026 | Jul 30, 2026 |
| Markowski Investments | History | New | 3,669 | 54 | 0.01% | — | 159 | +3,669 | New | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,600 | 53 | 0.01% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 3,858 | 52 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,421 | 50 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 3,145 | 46 | 0.02% | — | 163 | +3,145 | New | Q2 2026 | Jul 08, 2026 |
| US BANCORP \DE\ | History | No change | 3,075 | 45 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | New | 2,971 | 44 | 0.0% | — | 165 | +2,971 | New | Q2 2026 | Jul 07, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 2,784 | 41 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | New | 2,700 | 40 | 0.0% | — | 167 | +2,700 | New | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 2,500 | 37 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 2,000 | 29 | 0.0% | 0.0% | 169 | -3,900 | -66.1% | Q2 2026 | Aug 05, 2026 |
| Park Place Capital Corp | History | No change | 2,003 | 29 | 0.0% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 1,820 | 27 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PlanVest Financial, Inc | History | No change | 1,771 | 26 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,297 | 19 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,250 | 18 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,157 | 17 | 0.0% | 0.0% | 175 | -289 | -19.99% | Q2 2026 | Jul 06, 2026 |
| Napier Financial, LLC | History | No change | 1,198 | 17 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreFirst Bank & Trust | History | No change | 937 | 13 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 779 | 11 | 0.0% | 0.0% | 178 | +9 | 1.17% | Q2 2026 | Jul 17, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 675 | 10 | 0.0% | 0.03% | 180 | -6,700 | -90.85% | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 931 | 10 | 0.0% | 0.0% | 179 | +598 | 179.58% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 635 | 9 | 0.0% | 0.0% | 181 | -78 | -10.94% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 517 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUST CO OF VERMONT | History | New | 400 | 5 | 0.0% | — | 187 | +400 | New | Q2 2026 | Aug 07, 2026 |
| Bollard Group LLC | History | Added to | 323 | 5 | 0.0% | 0.0% | 185 | +7 | 2.22% | Q2 2026 | Aug 12, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 358 | 5 | 0.0% | 0.0% | 186 | +7 | 1.99% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 336 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 316 | 4 | 0.0% | 0.0% | 188 | +16 | 5.33% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 220 | 3 | 0.0% | — | 190 | +220 | New | Q2 2026 | Jul 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 222 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 166 | 2 | 0.0% | — | 193 | +166 | New | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 200 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 109 | 1 | 0.0% | — | 194 | +109 | New | Q2 2026 | Jul 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -255,669 | -100.0% | Q2 2026 | Aug 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -32,815 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -21,325 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,900 | -100.0% | Q2 2026 | Jul 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,076 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,444 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,305 | -100.0% | Q2 2026 | Jul 09, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,156 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,582 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,633 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -935 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |