Eaton Vance Tax-Managed Diversified Equity Income Fund - ETY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 13,208,628 | 192,053 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,457,160 | 35,727 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,222,636 | 32,317 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,596,046 | 23,206 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,521,638 | 22,118 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,432,923 | 20,133 | 0.04% | 0.01% | 6 | +1,091,459 | 319.64% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 1,305,315 | 18,979 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,078,833 | 15,686 | 0.19% | 0.19% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 944,121 | 13,727 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 838,609 | 12,193 | 5.3% | 5.3% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 756,515 | 10,999 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 692,131 | 10,064 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 634,045 | 9,219 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 641,403 | 9,011 | 0.13% | 0.15% | 14 | -813 | -0.13% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 525,102 | 7,635 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 497,889 | 7,239 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 481,281 | 6,997 | 0.15% | 0.15% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 461,017 | 6,477 | 0.04% | 0.04% | 18 | +159,206 | 52.75% | Q3 2026 | Nov 02, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 453,290 | 6,368 | 1.6% | 1.64% | 19 | +6,871 | 1.54% | Q3 2026 | Oct 26, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 417,788 | 6,074 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 375,555 | 5,460 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shaker Financial Services, LLC | History | Added to | 383,715 | 5,391 | 1.78% | 0.72% | 22 | +225,013 | 141.78% | Q3 2026 | Oct 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 355,617 | 5,171 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 336,048 | 4,886 | 4.08% | 4.08% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 312,073 | 4,537 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 308,271 | 4,331 | 0.12% | 0.13% | 26 | +9,551 | 3.2% | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 286,000 | 4,158 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 239,016 | 3,475 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 228,594 | 3,211 | 2.5% | 2.62% | 29 | -1,500 | -0.65% | Q3 2026 | Oct 20, 2026 |
| Advisors Asset Management, Inc. | History | No change | 219,422 | 3,190 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 215,086 | 3,127 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 202,540 | 2,945 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 161,418 | 2,347 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 166,462 | 2,338 | 0.0% | 0.0% | 34 | -10,251 | -5.8% | Q3 2026 | Nov 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 159,918 | 2,325 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 144,572 | 2,102 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 142,326 | 1,999 | 0.09% | 0.09% | 37 | -1,154 | -0.8% | Q3 2026 | Oct 28, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 127,147 | 1,786 | 0.05% | 0.05% | 38 | +845 | 0.67% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 122,275 | 1,717 | 0.0% | 0.0% | 39 | +19,052 | 18.46% | Q3 2026 | Nov 02, 2026 |
| PMG Family Office LLC | History | Added to | 119,669 | 1,681 | 1.55% | 1.57% | 40 | +2,554 | 2.18% | Q3 2026 | Oct 19, 2026 |
| Pointe Capital Management LLC | History | No change | 109,577 | 1,593 | 0.71% | 0.71% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 100,075 | 1,455 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 93,887 | 1,365 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S Harris Financial Group, LLC | History | No change | 86,020 | 1,250 | 0.97% | 0.97% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 83,277 | 1,210 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 81,805 | 1,189 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SMITH, MOORE & CO. | History | No change | 79,439 | 1,155 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 74,401 | 1,081 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 76,650 | 1,076 | 0.02% | — | 49 | +76,650 | New | Q3 2026 | Oct 13, 2026 |
| David J Yvars Group | History | Added to | 71,283 | 1,002 | 0.46% | 0.42% | 50 | +9,179 | 14.78% | Q3 2026 | Oct 09, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 62,297 | 905 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 59,223 | 861 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | Added to | 59,915 | 841 | 0.0% | 0.0% | 53 | +13,471 | 29.0% | Q3 2026 | Nov 02, 2026 |
| Jefferies Financial Group Inc. | History | No change | 57,480 | 835 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 57,204 | 831 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 56,870 | 826 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 56,470 | 821 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 54,238 | 788 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 53,219 | 774 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 54,725 | 768 | 0.0% | 0.0% | 60 | -1,884 | -3.33% | Q3 2026 | Oct 30, 2026 |
| &PARTNERS | History | No change | 52,218 | 759 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 48,776 | 709 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Calamos Advisors LLC | History | New | 49,055 | 689 | 0.0% | — | 63 | +49,055 | New | Q3 2026 | Nov 02, 2026 |
| Summit Financial, LLC | History | No change | 46,762 | 679 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 47,330 | 664 | 0.06% | 0.07% | 65 | -820 | -1.7% | Q3 2026 | Oct 19, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 44,937 | 653 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 44,818 | 651 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 45,756 | 642 | 0.42% | 0.43% | 68 | -170 | -0.37% | Q3 2026 | Oct 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 44,067 | 640 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 45,451 | 638 | 0.17% | 0.18% | 70 | -258 | -0.56% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 42,951 | 624 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 42,808 | 622 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ignite Planners, LLC | History | Added to | 43,635 | 613 | 0.08% | 0.09% | 73 | +423 | 0.98% | Q3 2026 | Oct 14, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 43,432 | 610 | 0.15% | 0.16% | 74 | +888 | 2.09% | Q3 2026 | Nov 02, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 40,382 | 587 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 40,095 | 563 | 0.03% | 0.04% | 76 | -1,800 | -4.3% | Q3 2026 | Nov 02, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 36,763 | 534 | 0.19% | 0.19% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 35,193 | 511 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | Reduced | 36,287 | 509 | 0.24% | 0.25% | 79 | -3,600 | -9.03% | Q3 2026 | Oct 14, 2026 |
| Compound Planning, Inc. | History | No change | 34,761 | 505 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | New | 33,756 | 474 | 0.34% | — | 81 | +33,756 | New | Q3 2026 | Oct 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 32,379 | 470 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 32,269 | 469 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | No change | 32,166 | 464 | 0.3% | 0.3% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 32,593 | 463 | 0.0% | 0.0% | 85 | +1,883 | 6.13% | Q3 2026 | Oct 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 31,250 | 454 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | No change | 30,743 | 447 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 30,499 | 443 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 30,461 | 442 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 30,355 | 441 | 0.06% | 0.07% | 90 | -400 | -1.3% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 29,965 | 435 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 30,440 | 427 | 0.03% | — | 92 | +30,440 | New | Q3 2026 | Oct 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,238 | 425 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 30,000 | 421 | 0.11% | 0.15% | 94 | -9,865 | -24.75% | Q3 2026 | Oct 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 28,988 | 421 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 29,412 | 413 | 0.0% | 0.0% | 96 | -2,249 | -7.1% | Q3 2026 | Oct 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 27,772 | 390 | 0.0% | 0.0% | 97 | +2,976 | 12.0% | Q3 2026 | Oct 16, 2026 |
| GREENLEAF TRUST | History | No change | 27,458 | 385 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 27,338 | 384 | 0.04% | 0.03% | 99 | +7,918 | 40.77% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Wealth | History | No change | 25,316 | 368 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,087 | 364 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 24,408 | 354 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 23,310 | 338 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 23,957 | 336 | 0.01% | — | 104 | +23,957 | New | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 22,543 | 327 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,513 | 327 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seek First Inc. | History | Added to | 22,724 | 319 | 0.21% | 0.2% | 107 | +465 | 2.09% | Q3 2026 | Oct 27, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 22,368 | 314 | 0.03% | 0.03% | 108 | +439 | 2.0% | Q3 2026 | Oct 16, 2026 |
| Advisory Advocates, LLC | History | No change | 21,241 | 308 | 0.26% | 0.26% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 20,985 | 305 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 20,709 | 301 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burford Brothers, Inc. | History | No change | 21,400 | 300 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Mendel Capital Management LLC | History | No change | 20,188 | 293 | 0.13% | 0.13% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 19,889 | 289 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 19,077 | 277 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 20,168 | 275 | 0.02% | 0.04% | 116 | -1,313 | -6.11% | Q3 2026 | Nov 03, 2026 |
| Procyon Advisors, LLC | History | No change | 19,476 | 273 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18,736 | 272 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 18,000 | 261 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 17,539 | 255 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 17,520 | 254 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Syverson Strege & Co | History | Reduced | 17,665 | 248 | 0.05% | 0.06% | 122 | -1,484 | -7.75% | Q3 2026 | Nov 02, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 17,120 | 240 | 0.14% | 0.15% | 123 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Exchange Bank | History | No change | 16,659 | 234 | 0.14% | 0.15% | 124 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,643 | 233 | 0.01% | 0.01% | 125 | +2,530 | 17.93% | Q3 2026 | Oct 13, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 16,470 | 231 | 0.1% | 0.11% | 126 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Blue Chip Partners, LLC | History | No change | 15,447 | 224 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 15,290 | 222 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,215 | 221 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 14,667 | 213 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Private Wealth, LLC | History | No change | 15,000 | 210 | 0.05% | 0.06% | 131 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 14,169 | 206 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 14,499 | 203 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 13,853 | 201 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,130 | 198 | 0.0% | 0.0% | 135 | -263 | -1.83% | Q3 2026 | Oct 26, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 14,050 | 197 | 0.01% | 0.02% | 137 | -7,500 | -34.8% | Q3 2026 | Oct 13, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 13,600 | 197 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 13,385 | 194 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVFG LLC | History | No change | 13,301 | 193 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 13,266 | 192 | 0.08% | 0.08% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 13,156 | 191 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 13,155 | 191 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,673 | 184 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 12,840 | 180 | 0.08% | 0.09% | 144 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HUB Investment Partners, LLC | History | No change | 12,704 | 178 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 12,257 | 178 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 12,852 | 177 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 12,500 | 175 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Arlington Capital Management INC | History | Added to | 12,430 | 174 | 0.1% | 0.11% | 149 | +424 | 3.53% | Q3 2026 | Oct 29, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 12,455 | 174 | 0.07% | 0.07% | 150 | +102 | 0.83% | Q3 2026 | Oct 23, 2026 |
| MAI Capital Management | History | No change | 11,861 | 172 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 11,459 | 166 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,898 | 158 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,589 | 158 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 11,050 | 155 | 0.06% | — | 156 | +11,050 | New | Q3 2026 | Oct 15, 2026 |
| Opus Financial Solutions LLC | History | No change | 10,675 | 155 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascentis Independent Advisors | History | New | 11,003 | 154 | 0.01% | — | 157 | +11,003 | New | Q3 2026 | Nov 03, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 10,824 | 152 | 0.03% | 0.03% | 158 | +468 | 4.52% | Q3 2026 | Oct 15, 2026 |
| Krilogy Financial LLC | History | No change | 10,364 | 148 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 10,135 | 147 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 10,414 | 146 | 0.0% | 0.0% | 161 | +120 | 1.17% | Q3 2026 | Oct 21, 2026 |
| Uncommon Cents Investing Inc | History | No change | 10,384 | 145 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,117 | 142 | 0.0% | 0.0% | 164 | -700 | -6.47% | Q3 2026 | Oct 30, 2026 |
| Retirement Planning Group, LLC | History | No change | 10,139 | 142 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 7,215 | 104 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 6,322 | 91 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 6,078 | 85 | 0.01% | — | 167 | +6,078 | New | Q3 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,728 | 83 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 5,727 | 80 | 0.0% | 0.0% | 170 | +735 | 14.72% | Q3 2026 | Oct 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,511 | 80 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,564 | 78 | 0.0% | 0.0% | 171 | +87 | 1.59% | Q3 2026 | Oct 08, 2026 |
| EASTERN BANK | History | Added to | 5,129 | 72 | 0.0% | 0.0% | 172 | +2,785 | 118.81% | Q3 2026 | Oct 05, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 5,000 | 70 | 0.03% | — | 176 | +5,000 | New | Q3 2026 | Oct 26, 2026 |
| WEBSTER BANK, N. A. | History | No change | 4,825 | 70 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 5,000 | 70 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 4,983 | 70 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CNB Bank | History | No change | 4,590 | 66 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,212 | 59 | 0.0% | 0.0% | 178 | +1,373 | 48.36% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 3,863 | 56 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,878 | 56 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,970 | 55 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | No change | 3,983 | 55 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| US BANCORP \DE\ | History | No change | 3,679 | 53 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,492 | 50 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 3,440 | 50 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BlackRock, Inc. | History | No change | 3,377 | 49 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFC Planning, Inc. | History | No change | 3,327 | 48 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Bogart Wealth, LLC | History | No change | 3,231 | 46 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,250 | 45 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Mascoma Wealth Management LLC | History | No change | 3,190 | 44 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CITY HOLDING CO | History | Reduced | 3,000 | 42 | 0.0% | 0.01% | 191 | -3,000 | -50.0% | Q3 2026 | Oct 19, 2026 |
| IFP Advisors, Inc | History | New | 2,554 | 35 | 0.0% | — | 192 | +2,554 | New | Q3 2026 | Oct 16, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,437 | 34 | 0.01% | 0.02% | 193 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 2,300 | 32 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 29 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hughes Financial Services, LLC | History | No change | 2,121 | 29 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Walsh & Associates, LLC | History | No change | 2,000 | 29 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,000 | 28 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Key FInancial Inc | History | No change | 1,599 | 22 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,451 | 21 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,375 | 19 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 1,302 | 18 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 1,000 | 14 | 0.0% | — | 206 | +1,000 | New | Q3 2026 | Oct 16, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,000 | 14 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFG Advisory, LLC | History | No change | 1,000 | 14 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,000 | 14 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 992 | 13 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CoreFirst Bank & Trust | History | No change | 625 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of the Bluegrass & Trust Co. | History | No change | 500 | 7 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Oct 28, 2026 |
| Dunhill Financial, LLC | History | No change | 533 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 549 | 7 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Byrne Asset Management LLC | History | No change | 400 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 359 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 95 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cypress Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -18,620 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,291 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,324 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,980 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,744 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -618 | -100.0% | Q3 2026 | Oct 15, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 67 | 0 | — | — | — | +1 | 1.52% | Q3 2026 | Oct 26, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 06, 2026 |