Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund - ETW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | History | No change | 2,274,928 | 21,930 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | No change | 2,196,365 | 21,172 | 1.84% | 1.84% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,087,980 | 20,128 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,053,674 | 19,797 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,757,063 | 16,938 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,683,576 | 16,229 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | No change | 1,616,305 | 15,581 | 0.45% | 0.45% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,022,731 | 9,859 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 903,911 | 8,713 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 863,063 | 8,319 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 536,208 | 5,169 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | History | No change | 490,828 | 4,731 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 478,434 | 4,612 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 470,113 | 4,532 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 470,067 | 4,531 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 405,104 | 3,905 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 390,092 | 3,760 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 374,914 | 3,614 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RiverTree Advisors, LLC | History | Added to | 327,022 | 3,106 | 1.85% | 1.74% | 19 | +21,662 | 7.09% | Q3 2026 | Oct 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 269,972 | 2,602 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 262,557 | 2,531 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 261,754 | 2,487 | 0.01% | 0.01% | 22 | -13,030 | -4.74% | Q3 2026 | Nov 02, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 223,416 | 2,095 | 0.48% | 0.51% | 23 | +1,046 | 0.47% | Q3 2026 | Oct 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 209,580 | 1,991 | 0.01% | 0.01% | 24 | -991 | -0.47% | Q3 2026 | Oct 26, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 167,447 | 1,590 | 0.52% | 0.78% | 25 | -91,780 | -35.41% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 159,771 | 1,509 | 0.09% | 0.09% | 26 | -4,051 | -2.47% | Q3 2026 | Nov 02, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Added to | 158,264 | 1,503 | 0.08% | 0.08% | 27 | +7,930 | 5.27% | Q3 2026 | Oct 13, 2026 |
| Calamos Advisors LLC | History | Added to | 153,215 | 1,455 | 0.0% | 0.0% | 28 | +9,576 | 6.67% | Q3 2026 | Nov 02, 2026 |
| Logan Stone Capital, LLC | History | No change | 144,751 | 1,395 | 0.29% | 0.29% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 139,718 | 1,346 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 124,449 | 1,199 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cohen Klingenstein LLC | History | No change | 114,690 | 1,089 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Private Advisor Group, LLC | History | No change | 108,978 | 1,050 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COHEN & STEERS, INC. | History | No change | 105,000 | 1,012 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 103,728 | 999 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 98,929 | 939 | 0.01% | 0.0% | 36 | +11,255 | 12.84% | Q3 2026 | Oct 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 97,214 | 937 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 93,020 | 883 | 0.11% | 0.1% | 38 | +7,999 | 9.41% | Q3 2026 | Oct 29, 2026 |
| Indivisible Partners | History | Reduced | 89,416 | 849 | 0.04% | 0.05% | 39 | -5,473 | -5.77% | Q3 2026 | Oct 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 80,946 | 780 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 80,717 | 766 | 0.0% | 0.0% | 41 | +60,154 | 292.54% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 75,520 | 717 | 0.0% | 0.0% | 42 | -9,192 | -10.85% | Q3 2026 | Nov 02, 2026 |
| PMG Family Office LLC | History | Added to | 72,707 | 690 | 0.64% | 0.65% | 43 | +92 | 0.13% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 69,986 | 674 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| one8zero8, LLC | History | No change | 69,900 | 673 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WCG Wealth Advisors LLC | History | No change | 69,767 | 672 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 69,874 | 666 | 0.0% | 0.0% | 47 | -1,119 | -1.58% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 61,212 | 590 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 60,577 | 583 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 61,289 | 582 | 0.01% | 0.0% | 50 | +13,785 | 29.02% | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 60,456 | 582 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 57,085 | 550 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 57,044 | 541 | 0.16% | 0.16% | 53 | +3,238 | 6.02% | Q3 2026 | Oct 30, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 56,835 | 539 | 0.56% | 0.55% | 54 | -1,391 | -2.39% | Q3 2026 | Nov 04, 2026 |
| Alteri Wealth LLC | History | No change | 54,885 | 529 | 0.15% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Advocates, LLC | History | No change | 54,701 | 527 | 0.45% | 0.45% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compound Planning, Inc. | History | No change | 51,778 | 499 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centurion Wealth Management LLC | History | No change | 52,043 | 494 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 51,373 | 492 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dakota Wealth Management | History | No change | 50,030 | 482 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 50,600 | 480 | 0.15% | 0.15% | 61 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 47,061 | 454 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 45,400 | 437 | 0.33% | 0.33% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Camelot Portfolios, LLC | History | No change | 45,400 | 437 | 0.31% | 0.31% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Genesis Financial Group, LLC | History | No change | 45,071 | 434 | 0.28% | 0.28% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avory & Company, LLC | History | No change | 45,682 | 433 | 0.55% | 0.55% | 66 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 44,950 | 433 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 44,864 | 432 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 44,873 | 426 | 0.02% | 0.02% | 69 | +75 | 0.17% | Q3 2026 | Oct 13, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 42,195 | 406 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| David J Yvars Group | History | Added to | 42,605 | 404 | 0.19% | 0.19% | 71 | +778 | 1.86% | Q3 2026 | Oct 09, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 41,972 | 398 | 0.29% | 0.26% | 72 | +2,572 | 6.53% | Q3 2026 | Oct 08, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 40,829 | 393 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 40,100 | 381 | 0.1% | 0.11% | 74 | -5,000 | -11.09% | Q3 2026 | Oct 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 39,572 | 381 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Added to | 38,807 | 368 | 0.0% | 0.0% | 76 | +46 | 0.12% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 37,672 | 363 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Reduced | 33,815 | 321 | 0.0% | 0.0% | 78 | -1,235 | -3.52% | Q3 2026 | Nov 02, 2026 |
| StoneX Group Inc. | History | New | 33,075 | 320 | 0.01% | — | 79 | +33,075 | New | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 33,093 | 319 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arlington Capital Management INC | History | Added to | 32,405 | 307 | 0.18% | 0.19% | 81 | +1,175 | 3.76% | Q3 2026 | Oct 29, 2026 |
| Mariner, LLC | History | No change | 31,706 | 305 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,118 | 299 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 30,383 | 292 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 29,608 | 285 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 28,299 | 272 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 27,198 | 262 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 26,994 | 260 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 27,314 | 259 | 0.0% | 0.0% | 90 | +10,030 | 58.03% | Q3 2026 | Nov 04, 2026 |
| &PARTNERS | History | No change | 26,908 | 259 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 26,204 | 252 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Almitas Capital LLC | History | No change | 25,276 | 243 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 24,608 | 237 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Advisory, LLC | History | No change | 23,597 | 227 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 23,000 | 221 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 22,622 | 218 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 22,640 | 215 | 0.19% | 0.2% | 97 | +50 | 0.22% | Q3 2026 | Oct 07, 2026 |
| Capital CS Group, LLC | History | Added to | 22,509 | 213 | 0.16% | 0.17% | 98 | +419 | 1.9% | Q3 2026 | Oct 29, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 22,360 | 212 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Certified Advisory Corp | History | Added to | 22,248 | 211 | 0.02% | 0.02% | 100 | +94 | 0.42% | Q3 2026 | Oct 29, 2026 |
| XTX Topco Ltd | History | No change | 20,717 | 199 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Enterprises, LLC | History | Added to | 20,895 | 198 | 0.01% | 0.01% | 102 | +143 | 0.69% | Q3 2026 | Oct 19, 2026 |
| Investment Management Trust, LLC | History | Reduced | 19,959 | 189 | 0.17% | 0.18% | 103 | -616 | -2.99% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 19,427 | 187 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 19,450 | 187 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 18,953 | 182 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 19,103 | 181 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,771 | 180 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,656 | 179 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BFC Planning, Inc. | History | No change | 18,568 | 178 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,883 | 172 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 17,333 | 167 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Regal Investment Advisors LLC | History | No change | 17,250 | 166 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 17,000 | 161 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 16,255 | 154 | 0.0% | — | 116 | +16,255 | New | Q3 2026 | Oct 29, 2026 |
| Tyche Wealth Partners LLC | History | No change | 16,044 | 154 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 15,920 | 153 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Worth Asset Management, LLC | History | No change | 15,870 | 150 | 0.04% | 0.05% | 118 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CFO4Life Group, LLC | History | No change | 15,166 | 146 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 14,652 | 139 | 0.0% | 0.01% | 120 | -3,607 | -19.75% | Q3 2026 | Oct 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 14,150 | 136 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 14,269 | 135 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 13,526 | 128 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 13,188 | 127 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,127 | 124 | 0.0% | 0.0% | 125 | -7,167 | -35.32% | Q3 2026 | Oct 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 12,865 | 124 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| TMB Capital Partners, LLC | History | Added to | 12,897 | 122 | 0.04% | 0.04% | 127 | +260 | 2.06% | Q3 2026 | Oct 20, 2026 |
| Financial Alternatives, Inc | History | No change | 12,466 | 120 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 12,499 | 120 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 11,876 | 112 | 0.0% | 0.0% | 130 | +243 | 2.09% | Q3 2026 | Oct 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,568 | 111 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 11,532 | 111 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,397 | 109 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,359 | 109 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Old Mission Investment Co LLC | History | No change | 11,575 | 109 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Busey Bank | History | No change | 11,113 | 105 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 10,757 | 103 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 10,865 | 103 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Detalus Advisors, LLC | History | No change | 10,875 | 103 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Arax Advisory Partners | History | No change | 10,485 | 101 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10,503 | 101 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 10,503 | 101 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | New | 10,500 | 99 | 0.01% | — | 143 | +10,500 | New | Q3 2026 | Oct 27, 2026 |
| PFG Advisors | History | New | 10,460 | 99 | 0.01% | — | 144 | +10,460 | New | Q3 2026 | Oct 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 10,043 | 95 | 0.0% | — | 147 | +10,043 | New | Q3 2026 | Oct 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 10,020 | 95 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 95 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,500 | 52 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,550 | 43 | 0.0% | 0.0% | 149 | +1,400 | 44.44% | Q3 2026 | Oct 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,500 | 42 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,000 | 38 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,848 | 27 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,359 | 22 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 2,250 | 21 | 0.01% | 0.02% | 154 | -4,350 | -65.91% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 2,311 | 21 | 0.0% | — | 156 | +2,311 | New | Q3 2026 | Nov 04, 2026 |
| Quent Capital, LLC | History | No change | 2,200 | 21 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,925 | 18 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,760 | 16 | 0.0% | — | 158 | +1,760 | New | Q3 2026 | Oct 27, 2026 |
| CITY HOLDING CO | History | Reduced | 1,600 | 15 | 0.0% | 0.0% | 159 | -650 | -28.89% | Q3 2026 | Oct 19, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 1,495 | 14 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,565 | 14 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TSFG, LLC | History | Added to | 1,229 | 12 | 0.0% | 0.0% | 162 | +25 | 2.08% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,215 | 11 | 0.0% | 0.0% | 163 | +26 | 2.19% | Q3 2026 | Nov 03, 2026 |
| ESL Trust Services, LLC | History | No change | 1,150 | 11 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,095 | 10 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rydar Equities, Inc. | History | New | 923 | 8 | 0.0% | — | 166 | +923 | New | Q3 2026 | Oct 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 780 | 7 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 694 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | No change | 720 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 525 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 335 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 306 | 2 | 0.0% | — | 176 | +306 | New | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 250 | 2 | 0.0% | 0.0% | 175 | -157 | -38.57% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 220 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | No change | 250 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bernard Wealth Management Corp. | History | No change | 205 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -165,563 | -100.0% | Q3 2026 | Nov 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,071 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -884 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -747 | -100.0% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -613 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2026 | Oct 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |