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 | No change | 1,871,053 | 27,841 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,869,128 | 27,812 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,457,304 | 21,684 | 0.14% | 0.14% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 1,445,729 | 21,512 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,169,365 | 17,400 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 973,129 | 14,266 | 7.62% | 7.62% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 845,392 | 12,613 | 0.03% | 0.01% | 7 | +576,705 | 214.64% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 671,347 | 9,989 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 617,433 | 9,187 | 2.9% | 2.9% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 591,357 | 8,799 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 491,893 | 7,319 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 482,971 | 7,188 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 467,155 | 6,951 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 437,539 | 6,510 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 436,144 | 6,490 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 434,339 | 6,462 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 407,816 | 6,068 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 396,176 | 5,895 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 385,399 | 5,750 | 1.8% | 1.78% | 19 | -686 | -0.18% | Q3 2026 | Oct 13, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 339,553 | 5,066 | 2.51% | 2.49% | 20 | +24,807 | 7.88% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 309,082 | 4,599 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 301,867 | 4,491 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 288,807 | 4,297 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 265,136 | 3,955 | 0.01% | 0.0% | 24 | +2,129 | 0.81% | Q3 2026 | Nov 02, 2026 |
| Focus Partners Wealth | History | No change | 259,687 | 3,864 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHARPEPOINT LLC | History | No change | 218,139 | 3,245 | 1.63% | 1.63% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Thayer Partners, LLC / MA | History | No change | 213,499 | 3,176 | 1.31% | 1.31% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Solutions Group, LLC | History | Added to | 208,324 | 3,108 | 0.66% | 0.88% | 28 | +33,165 | 18.93% | Q3 2026 | Oct 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 198,047 | 2,946 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 183,717 | 2,733 | 0.15% | 0.15% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Emissary Wealth LLC | History | No change | 174,295 | 2,593 | 1.97% | 1.97% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 148,330 | 2,213 | 0.01% | 0.01% | 32 | +1,365 | 0.93% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 144,974 | 2,157 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 131,886 | 1,967 | 0.42% | 0.39% | 34 | +11,662 | 9.7% | Q3 2026 | Oct 28, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 128,813 | 1,921 | 0.12% | 0.12% | 35 | -4,600 | -3.45% | Q3 2026 | Nov 05, 2026 |
| Advisory Advocates, LLC | History | Added to | 125,828 | 1,877 | 1.62% | 1.57% | 36 | +2,420 | 1.96% | Q3 2026 | Nov 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 119,504 | 1,782 | 0.0% | 0.0% | 37 | -45,591 | -27.62% | Q3 2026 | Oct 30, 2026 |
| Mutual Advisors, LLC | History | No change | 119,705 | 1,781 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 117,345 | 1,750 | 0.05% | 0.06% | 39 | -9,723 | -7.65% | Q3 2026 | Nov 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 110,696 | 1,647 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 107,608 | 1,601 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PMG Family Office LLC | History | Added to | 104,774 | 1,563 | 1.45% | 1.43% | 42 | +334 | 0.32% | Q3 2026 | Oct 19, 2026 |
| COHEN & STEERS, INC. | History | No change | 100,931 | 1,502 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 99,309 | 1,477 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 97,277 | 1,451 | 0.04% | 0.04% | 45 | -4,567 | -4.48% | Q3 2026 | Oct 22, 2026 |
| 1607 Capital Partners, LLC | History | No change | 94,313 | 1,403 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 92,911 | 1,386 | 0.0% | 0.0% | 47 | -3,057 | -3.19% | Q3 2026 | Nov 02, 2026 |
| Cresset Asset Management, LLC | History | No change | 92,695 | 1,379 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 84,516 | 1,260 | 0.05% | 0.06% | 49 | -16,553 | -16.38% | Q3 2026 | Oct 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 79,966 | 1,193 | 0.01% | 0.01% | 50 | +15,417 | 23.88% | Q3 2026 | Oct 26, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 78,280 | 1,164 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 66,958 | 996 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 65,264 | 971 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | Added to | 67,213 | 970 | 0.01% | 0.01% | 54 | +650 | 0.98% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 59,411 | 884 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 54,284 | 809 | 0.02% | 0.03% | 56 | -341 | -0.62% | Q3 2026 | Oct 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 51,187 | 761 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 49,640 | 738 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 46,318 | 691 | 0.1% | 0.1% | 59 | -331 | -0.71% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Reduced | 45,871 | 684 | 0.0% | 0.0% | 60 | -1,451 | -3.07% | Q3 2026 | Nov 02, 2026 |
| Choate Investment Advisors | History | No change | 45,000 | 669 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 44,997 | 669 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 41,625 | 619 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 41,055 | 612 | 0.41% | 0.42% | 64 | +473 | 1.17% | Q3 2026 | Nov 05, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 40,118 | 598 | 0.01% | 0.02% | 65 | -2,567 | -6.01% | Q3 2026 | Oct 16, 2026 |
| IHT Wealth Management, LLC | History | No change | 39,500 | 587 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 38,604 | 574 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 38,473 | 572 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 38,495 | 571 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kovack Advisors, Inc. | History | No change | 37,640 | 561 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 37,556 | 560 | 0.19% | 0.18% | 71 | +2,676 | 7.67% | Q3 2026 | Oct 08, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 36,828 | 549 | 0.15% | 0.15% | 72 | +143 | 0.39% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 35,154 | 524 | 0.0% | 0.0% | 73 | -867 | -2.41% | Q3 2026 | Nov 05, 2026 |
| Shaker Financial Services, LLC | History | New | 34,789 | 519 | 0.17% | — | 74 | +34,789 | New | Q3 2026 | Oct 14, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 33,504 | 499 | 0.05% | — | 75 | +33,504 | New | Q3 2026 | Oct 19, 2026 |
| Equitable Holdings, Inc. | History | No change | 33,480 | 498 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Western Wealth Management, LLC | History | No change | 33,229 | 494 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 31,476 | 468 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 30,706 | 456 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 28,770 | 454 | 0.26% | 0.26% | 80 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 29,630 | 440 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 29,005 | 432 | 0.15% | 0.12% | 82 | +5,153 | 21.6% | Q3 2026 | Oct 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 28,820 | 429 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HBK Sorce Advisory LLC | History | No change | 28,018 | 418 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 27,962 | 416 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Added to | 27,252 | 406 | 0.07% | 0.07% | 86 | +2,206 | 8.81% | Q3 2026 | Oct 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,395 | 378 | 0.0% | 0.0% | 87 | +7,189 | 39.49% | Q3 2026 | Oct 27, 2026 |
| Everstar Asset Management, LLC | History | No change | 24,960 | 371 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 24,808 | 370 | 0.01% | 0.01% | 89 | -1,832 | -6.88% | Q3 2026 | Oct 13, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 23,276 | 347 | 0.25% | 0.29% | 90 | -4,529 | -16.29% | Q3 2026 | Oct 08, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 23,075 | 344 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| XTX Topco Ltd | History | No change | 22,554 | 335 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 21,370 | 317 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DAVENPORT & Co LLC | History | New | 20,562 | 306 | 0.0% | — | 94 | +20,562 | New | Q3 2026 | Oct 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 20,435 | 304 | 0.01% | 0.0% | 95 | +2,298 | 12.67% | Q3 2026 | Nov 05, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,397 | 303 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 20,397 | 303 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | Added to | 19,224 | 286 | 0.01% | 0.0% | 98 | +6,814 | 54.91% | Q3 2026 | Oct 23, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 19,201 | 286 | 0.07% | 0.07% | 99 | +375 | 1.99% | Q3 2026 | Nov 02, 2026 |
| Westend Capital Management, LLC | History | No change | 18,773 | 279 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,600 | 277 | 0.0% | 0.0% | 101 | +4,000 | 27.4% | Q3 2026 | Oct 23, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 17,751 | 264 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 17,681 | 263 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,633 | 262 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 17,468 | 260 | 0.05% | 0.05% | 105 | +226 | 1.31% | Q3 2026 | Oct 21, 2026 |
| Worth Asset Management, LLC | History | No change | 17,215 | 256 | 0.07% | 0.08% | 106 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 17,162 | 255 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | Added to | 16,759 | 250 | 0.01% | 0.01% | 108 | +66 | 0.4% | Q3 2026 | Oct 19, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 16,777 | 249 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 16,372 | 243 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 15,653 | 233 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 15,700 | 233 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cannon Advisors, Inc. | History | Added to | 15,040 | 226 | 0.13% | 0.14% | 113 | +295 | 2.0% | Q3 2026 | Oct 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 14,314 | 213 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 14,252 | 212 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GREENLEAF TRUST | History | No change | 14,099 | 210 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,972 | 209 | 0.0% | 0.0% | 117 | +2,351 | 20.23% | Q3 2026 | Oct 13, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 13,975 | 208 | 0.07% | 0.08% | 118 | -1,615 | -10.36% | Q3 2026 | Oct 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 13,679 | 204 | 0.01% | 0.01% | 119 | +136 | 1.0% | Q3 2026 | Nov 05, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 13,367 | 199 | 0.11% | 0.11% | 121 | +31 | 0.23% | Q3 2026 | Oct 08, 2026 |
| Virtu Financial LLC | History | No change | 13,346 | 199 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,168 | 196 | 0.0% | 0.0% | 122 | -1,252 | -8.68% | Q3 2026 | Nov 05, 2026 |
| Burford Brothers, Inc. | History | No change | 13,200 | 196 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 13,058 | 194 | 0.01% | 0.01% | 124 | +1,373 | 11.75% | Q3 2026 | Oct 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 12,800 | 190 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 12,735 | 189 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 12,422 | 184 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 12,116 | 180 | 0.0% | 0.0% | 128 | +71 | 0.59% | Q3 2026 | Oct 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,108 | 180 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 12,000 | 178 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empower Advisory Group, LLC | History | No change | 11,966 | 178 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 11,756 | 175 | 0.04% | — | 132 | +11,756 | New | Q3 2026 | Oct 19, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 11,562 | 172 | 0.01% | 0.02% | 133 | -1,053 | -8.35% | Q3 2026 | Oct 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 11,219 | 167 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| YCG, LLC | History | No change | 11,200 | 166 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 11,185 | 166 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,845 | 161 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,673 | 158 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,678 | 158 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arlington Capital Management INC | History | New | 10,448 | 155 | 0.09% | — | 141 | +10,448 | New | Q3 2026 | Oct 29, 2026 |
| Stolper Co | History | No change | 10,394 | 155 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,260 | 152 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | New | 10,183 | 151 | 0.0% | — | 146 | +10,183 | New | Q3 2026 | Oct 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,104 | 151 | 0.01% | 0.01% | 144 | -1,865 | -15.58% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 10,183 | 151 | 0.01% | 0.01% | 143 | -217 | -2.09% | Q3 2026 | Nov 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 10,213 | 151 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 10,000 | 149 | 0.11% | 0.12% | 147 | -1,000 | -9.09% | Q3 2026 | Oct 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,518 | 142 | 0.0% | 0.0% | 149 | +121 | 1.29% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 9,600 | 142 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kentucky Trust Co | History | No change | 8,252 | 123 | 0.06% | 0.06% | 150 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 7,766 | 116 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Princeton Global Asset Management LLC | History | No change | 6,420 | 95 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Avion Wealth | History | No change | 6,161 | 91 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BankPlus Trust Department | History | No change | 5,560 | 82 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,140 | 76 | 0.01% | 0.01% | 155 | +13 | 0.25% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,024 | 74 | 0.0% | 0.0% | 156 | -328 | -6.13% | Q3 2026 | Oct 16, 2026 |
| Vision Retirement, LLC | History | No change | 5,000 | 74 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Street Group, LTD | History | Added to | 4,777 | 71 | 0.02% | 0.02% | 158 | +24 | 0.5% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | Added to | 4,713 | 70 | 0.0% | 0.0% | 159 | +1,638 | 53.27% | Q3 2026 | Nov 05, 2026 |
| Seneschal Advisors, LLC | History | No change | 4,707 | 70 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olistico Wealth, LLC | History | No change | 4,400 | 65 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Markowski Investments | History | Added to | 3,973 | 59 | 0.01% | 0.01% | 162 | +304 | 8.29% | Q3 2026 | Oct 30, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,600 | 53 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,421 | 50 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rydar Equities, Inc. | History | New | 2,833 | 42 | 0.02% | — | 165 | +2,833 | New | Q3 2026 | Oct 13, 2026 |
| Arax Advisory Partners | History | No change | 2,700 | 40 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 2,500 | 37 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,000 | 29 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Park Place Capital Corp | History | No change | 2,003 | 29 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 1,820 | 27 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PlanVest Financial, Inc | History | No change | 1,771 | 26 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,297 | 19 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,254 | 18 | 0.0% | 0.0% | 173 | +1,032 | 464.86% | Q3 2026 | Nov 04, 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 | No change | 1,157 | 17 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 08, 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 | 789 | 11 | 0.0% | 0.0% | 178 | +10 | 1.28% | Q3 2026 | Oct 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 931 | 10 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 675 | 10 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 635 | 9 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Spire Wealth Management | History | No change | 517 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 400 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | No change | 336 | 5 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bollard Group LLC | History | No change | 323 | 5 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 358 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 316 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 220 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BFC Planning, Inc. | History | No change | 223 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 166 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 200 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 109 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,748 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,105 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,771 | -100.0% | Q3 2026 | Nov 03, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,145 | -100.0% | Q3 2026 | Oct 14, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,971 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,784 | -100.0% | Q3 2026 | Oct 26, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Oct 19, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |