Eaton Vance Tax-Advantaged Dividend Income Fund - EVT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,020,608 | 28,250 | 0.01% | 0.01% | 1 | +6,941 | 0.68% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 991,440 | 27,443 | 0.0% | 0.0% | 2 | +18,100 | 1.86% | Q2 2026 | Aug 13, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 946,952 | 26,211 | 2.28% | 1.49% | 3 | +105,370 | 12.52% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | Added to | 902,526 | 24,981 | 0.0% | 0.0% | 4 | +9,756 | 1.09% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 817,695 | 22,633 | 0.0% | 0.0% | 5 | -66,253 | -7.5% | Q2 2026 | Aug 14, 2026 |
| McGowan Group Asset Management, Inc. | History | Reduced | 777,149 | 21,511 | 2.61% | 2.45% | 6 | -7,653 | -0.98% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 763,634 | 21,137 | 0.0% | 0.0% | 7 | +35,012 | 4.81% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 727,304 | 20,131 | 0.58% | 0.6% | 8 | -4,642 | -0.63% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 538,364 | 14,901 | 0.0% | 0.0% | 9 | +15,222 | 2.91% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 433,686 | 12,004 | 0.12% | 0.13% | 10 | -25,272 | -5.51% | Q2 2026 | Aug 11, 2026 |
| Karpus Management, Inc. | History | Reduced | 412,721 | 11,424 | 0.33% | 0.32% | 11 | -3,654 | -0.88% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 375,585 | 10,396 | 0.07% | 0.08% | 12 | -20,913 | -5.27% | Q2 2026 | Aug 12, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 369,491 | 10,227 | 5.45% | 5.16% | 13 | +27,866 | 8.16% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 314,076 | 8,694 | 0.01% | 0.01% | 14 | +15,778 | 5.29% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 247,099 | 6,839 | 0.03% | 0.02% | 15 | +33,301 | 15.58% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 229,857 | 6,362 | 0.0% | 0.0% | 16 | -25,611 | -10.03% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 218,584 | 6,050 | 0.09% | 0.11% | 17 | -49,792 | -18.55% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 208,410 | 5,768 | 0.01% | 0.01% | 18 | +14,907 | 7.7% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 196,431 | 5,437 | 0.0% | 0.0% | 19 | +6,887 | 3.63% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 172,878 | 4,785 | 0.0% | 0.0% | 20 | +21,982 | 14.57% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 159,161 | 4,405 | 0.02% | 0.02% | 21 | +7,149 | 4.7% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 156,281 | 4,325 | 0.0% | 0.0% | 22 | +3,124 | 2.04% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 153,941 | 4,211 | 0.01% | 0.01% | 23 | +7,730 | 5.29% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | Added to | 146,491 | 4,054 | 0.02% | 0.02% | 24 | +6,307 | 4.5% | Q2 2026 | Aug 14, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Added to | 128,835 | 3,566 | 1.68% | 1.16% | 25 | +38,052 | 41.92% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 120,199 | 3,327 | 0.0% | 0.0% | 26 | -7,292 | -5.72% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 120,137 | 3,325 | 0.01% | 0.0% | 27 | +97,405 | 428.49% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | Reduced | 115,599 | 3,199 | 0.1% | 0.1% | 28 | -6,009 | -4.94% | Q2 2026 | Jul 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 112,161 | 2,753 | 0.44% | 0.44% | 29 | -1,531 | -1.35% | Q2 2026 | Jul 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 98,412 | 2,724 | 0.0% | 0.0% | 30 | +28,429 | 40.62% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 93,032 | 2,575 | 0.01% | 0.01% | 31 | +7,603 | 8.9% | Q2 2026 | Aug 13, 2026 |
| MRA Advisory Group | History | Added to | 89,137 | 2,467 | 0.89% | 0.87% | 32 | +1,704 | 1.95% | Q2 2026 | Jul 08, 2026 |
| PMG Family Office LLC | History | Added to | 82,310 | 2,278 | 2.1% | 2.23% | 33 | +849 | 1.04% | Q2 2026 | Jul 16, 2026 |
| 1776 Wealth LLC | History | No change | 76,286 | 2,111 | 0.74% | 0.74% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 76,194 | 2,109 | 0.0% | 0.0% | 35 | +431 | 0.57% | Q2 2026 | Jul 27, 2026 |
| Accel Wealth Management | History | Reduced | 74,654 | 2,066 | 0.46% | 0.53% | 36 | -7,977 | -9.65% | Q2 2026 | Jul 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 71,694 | 1,984 | 0.0% | 0.0% | 37 | +14,033 | 24.34% | Q2 2026 | Aug 05, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 64,791 | 1,793 | 0.56% | 0.32% | 38 | +28,094 | 76.56% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 56,486 | 1,564 | 0.0% | 0.0% | 39 | +4,319 | 8.28% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 56,082 | 1,552 | 0.0% | 0.0% | 40 | -196 | -0.35% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 50,278 | 1,391 | 0.0% | 0.0% | 41 | +5,797 | 13.03% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 47,657 | 1,319 | 0.0% | 0.0% | 42 | -1,143 | -2.34% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 46,138 | 1,277 | 0.04% | 0.04% | 43 | +1,072 | 2.38% | Q2 2026 | Aug 05, 2026 |
| Saba Capital Management, L.P. | History | New | 44,169 | 1,222 | 0.03% | — | 44 | +44,169 | New | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 40,261 | 1,114 | 0.15% | 0.17% | 45 | +1,718 | 4.46% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | Reduced | 39,652 | 1,097 | 0.0% | 0.0% | 46 | -241 | -0.6% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 35,450 | 981 | 0.06% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 34,428 | 953 | 0.01% | 0.01% | 48 | +280 | 0.82% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 30,567 | 846 | 0.0% | 0.0% | 49 | +3,528 | 13.05% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 27,899 | 772 | 0.02% | 0.01% | 50 | +6,249 | 28.86% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 27,617 | 764 | 0.0% | 0.0% | 51 | +7,163 | 35.02% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 27,347 | 756 | 0.02% | 0.02% | 52 | +550 | 2.05% | Q2 2026 | Jul 17, 2026 |
| True North Advisors, LLC | History | New | 27,000 | 747 | 0.07% | — | 53 | +27,000 | New | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 26,790 | 741 | 0.0% | 0.0% | 54 | +1,004 | 3.89% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 26,306 | 728 | 0.03% | 0.03% | 55 | +791 | 3.1% | Q2 2026 | Jul 22, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 25,816 | 714 | 0.0% | — | 56 | +25,816 | New | Q2 2026 | Jul 17, 2026 |
| XTX Topco Ltd | History | New | 25,631 | 709 | 0.01% | — | 57 | +25,631 | New | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 25,438 | 704 | 0.0% | 0.0% | 58 | -1,700 | -6.26% | Q2 2026 | Aug 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,274 | 699 | 0.0% | 0.0% | 59 | +2,769 | 12.3% | Q2 2026 | Aug 14, 2026 |
| Live Oak Private Wealth LLC | History | No change | 24,589 | 680 | 0.09% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 24,031 | 665 | 0.47% | 0.46% | 61 | +1,469 | 6.51% | Q2 2026 | Jul 30, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 23,984 | 663 | 0.19% | 0.2% | 62 | -44 | -0.18% | Q2 2026 | Aug 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 21,769 | 602 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 20,000 | 554 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 19,719 | 545 | 0.14% | 0.18% | 65 | +129 | 0.66% | Q2 2026 | Jul 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 19,500 | 539 | 0.02% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JGP Wealth Management, LLC | History | No change | 18,938 | 524 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 18,854 | 521 | 0.01% | 0.01% | 68 | -639 | -3.28% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | No change | 18,599 | 514 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,372 | 508 | 0.0% | 0.0% | 70 | +2,189 | 13.53% | Q2 2026 | Aug 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 17,242 | 477 | 0.01% | 0.01% | 71 | +317 | 1.87% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | Added to | 16,845 | 466 | 0.01% | 0.01% | 72 | +101 | 0.6% | Q2 2026 | Aug 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 16,637 | 460 | 0.07% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heritage Trust Co | History | No change | 15,875 | 439 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Capital Management, LLC | History | New | 15,228 | 421 | 0.0% | — | 75 | +15,228 | New | Q2 2026 | Aug 11, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 15,107 | 418 | 0.13% | 0.12% | 76 | -15,675 | -50.92% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,047 | 416 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 14,943 | 413 | 0.0% | — | 78 | +14,943 | New | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,549 | 402 | 0.0% | — | 79 | +14,549 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 13,832 | 382 | 0.0% | 0.0% | 80 | +5,569 | 67.4% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,799 | 381 | 0.0% | 0.0% | 81 | +2,450 | 21.59% | Q2 2026 | Aug 18, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 13,515 | 374 | 0.14% | 0.14% | 82 | -5 | -0.04% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | New | 13,492 | 373 | 0.01% | — | 83 | +13,492 | New | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | Reduced | 13,359 | 369 | 0.0% | 0.0% | 84 | -353 | -2.57% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,217 | 365 | 0.0% | — | 85 | +13,217 | New | Q2 2026 | Aug 11, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 13,000 | 359 | 0.07% | — | 88 | +13,000 | New | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 13,000 | 359 | 0.11% | 0.12% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abel Hall, LLC | History | No change | 13,000 | 359 | 0.06% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,943 | 358 | 0.0% | 0.0% | 89 | +46 | 0.36% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,754 | 353 | 0.0% | 0.0% | 90 | +82 | 0.65% | Q2 2026 | Aug 03, 2026 |
| Financial Security Advisor, Inc. | History | No change | 12,500 | 346 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 11,650 | 334 | 0.01% | 0.01% | 92 | +1,000 | 9.39% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,973 | 331 | 0.01% | 0.01% | 93 | +241 | 2.05% | Q2 2026 | Jul 28, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 11,783 | 327 | 0.02% | 0.02% | 94 | -5,352 | -31.23% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,047 | 305 | 0.0% | 0.0% | 95 | -927 | -7.74% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,915 | 302 | 0.01% | 0.01% | 96 | +150 | 1.39% | Q2 2026 | Jul 07, 2026 |
| North Star Investment Management Corp. | History | Reduced | 10,894 | 301 | 0.02% | 0.02% | 97 | -1,439 | -11.67% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 12,102 | 297 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 10,663 | 295 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 11,279 | 281 | 0.0% | 0.01% | 100 | -1,877 | -14.27% | Q2 2026 | Aug 13, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 10,132 | 280 | 0.19% | 0.19% | 101 | +72 | 0.72% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,018 | 277 | 0.0% | 0.0% | 102 | +183 | 1.86% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 10,000 | 276 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axiom Investment Management LLC | History | Added to | 9,960 | 275 | 0.18% | 0.15% | 104 | +1,866 | 23.05% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,741 | 269 | 0.0% | — | 105 | +9,741 | New | Q2 2026 | Sep 02, 2026 |
| SMH CAPITAL ADVISORS INC | History | Added to | 9,347 | 258 | 1.01% | 0.62% | 106 | +354 | 3.94% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 9,005 | 249 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 8,873 | 245 | 0.0% | — | 108 | +8,873 | New | Q2 2026 | Aug 10, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 8,496 | 235 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Next Level Private LLC | History | New | 8,288 | 229 | 0.04% | — | 110 | +8,288 | New | Q2 2026 | Jul 09, 2026 |
| COMMERCE BANK | History | New | 8,000 | 221 | 0.0% | — | 111 | +8,000 | New | Q2 2026 | Aug 12, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 7,550 | 209 | 0.02% | — | 112 | +7,550 | New | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,525 | 208 | 0.0% | — | 113 | +7,525 | New | Q2 2026 | Aug 14, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 7,398 | 204 | 0.08% | 0.11% | 114 | -1,944 | -20.81% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | New | 7,259 | 200 | 0.0% | — | 115 | +7,259 | New | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,268 | 145 | 0.01% | 0.01% | 116 | +32 | 0.61% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | New | 5,108 | 141 | 0.01% | — | 117 | +5,108 | New | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,850 | 134 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 3,685 | 102 | 0.08% | 0.09% | 119 | +45 | 1.24% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,450 | 95 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,159 | 87 | 0.0% | 0.0% | 121 | -2,039 | -39.23% | Q2 2026 | Aug 05, 2026 |
| Investors Research Corp | History | No change | 3,145 | 87 | 0.02% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,119 | 86 | 0.0% | 0.0% | 123 | -5 | -0.16% | Q2 2026 | Jul 06, 2026 |
| Geneos Wealth Management Inc. | History | New | 2,960 | 81 | 0.0% | — | 124 | +2,960 | New | Q2 2026 | Aug 06, 2026 |
| Bank & Trust Co | History | No change | 2,729 | 75 | 0.05% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,604 | 72 | 0.03% | 0.04% | 126 | -441 | -14.48% | Q2 2026 | Jul 01, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,350 | 65 | 0.05% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,048 | 56 | 0.0% | 0.0% | 128 | -101 | -4.7% | Q2 2026 | Aug 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,719 | 47 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 1,500 | 41 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | No change | 1,500 | 41 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 1,381 | 38 | 0.01% | — | 132 | +1,381 | New | Q2 2026 | Jul 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 1,244 | 34 | 0.0% | 0.01% | 133 | -343 | -21.61% | Q2 2026 | Aug 05, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,018 | 28 | 0.0% | 0.01% | 134 | -2,004 | -66.31% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,015 | 28 | 0.0% | 0.0% | 135 | +19 | 1.91% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 920 | 25 | 0.0% | 0.0% | 136 | +4 | 0.44% | Q2 2026 | Jul 17, 2026 |
| Concord Wealth Partners | History | New | 875 | 24 | 0.0% | — | 137 | +875 | New | Q2 2026 | Jul 27, 2026 |
| Kennebec Savings Bank | History | Added to | 796 | 22 | 0.02% | 0.0% | 139 | +600 | 306.12% | Q2 2026 | Jul 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 800 | 22 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Trust Co | History | No change | 816 | 22 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 700 | 19 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 588 | 16 | 0.0% | 0.0% | 142 | +11 | 1.91% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 499 | 13 | 0.0% | — | 145 | +499 | New | Q2 2026 | Aug 12, 2026 |
| Community Financial Services Group, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kilter Group LLC | History | No change | 500 | 13 | 0.0% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 439 | 12 | 0.0% | 0.0% | 146 | +22 | 5.28% | Q2 2026 | Jul 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 425 | 11 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 359 | 9 | 0.0% | — | 148 | +359 | New | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Reduced | 305 | 8 | 0.02% | 0.0% | 149 | -1,742 | -85.1% | Q2 2026 | Aug 04, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | New | 201 | 5 | 0.0% | — | 150 | +201 | New | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 168 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 43 | 1 | 0.0% | 0.0% | 152 | +1 | 2.38% | Q2 2026 | Aug 11, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -62,331 | -100.0% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -50,315 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,026 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -14,195 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,920 | -100.0% | Q2 2026 | Jul 31, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,764 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,468 | -100.0% | Q2 2026 | Aug 06, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,144 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -8,373 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Towne Trust Company, N.A | History | Closed out | 0 | 0 | — | 0.01% | — | -901 | -100.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |