Morgan Stanley ETF Trust - EVTR
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 | 39,231,687 | 1,989,438 | 0.11% | 0.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,218,788 | 315,442 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,250,011 | 215,518 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,794,623 | 192,425 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,775,096 | 191,435 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 3,029,286 | 153,615 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,516,229 | 127,597 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prodigy Asset Management LLC | History | No change | 2,276,545 | 115,443 | 34.77% | 34.77% | 8 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,217,002 | 112,425 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,121,112 | 107,561 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,591,588 | 80,709 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,408,343 | 71,417 | 6.8% | 6.8% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALPS ADVISORS INC | History | No change | 1,381,250 | 70,043 | 0.33% | 0.33% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,281,789 | 65,000 | 0.13% | 0.13% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 1,157,397 | 58,691 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 639,218 | 32,414 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 597,038 | 30,275 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valley Financial Group, Inc. | History | No change | 538,266 | 27,295 | 13.46% | 13.46% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Management Systems Inc. | History | No change | 534,941 | 27,126 | 5.55% | 5.55% | 19 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 476,939 | 24,185 | 2.35% | 2.35% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 472,603 | 23,965 | 0.72% | 0.72% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 383,302 | 19,438 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coign Capital Advisors LLC | History | No change | 355,309 | 18,021 | 8.11% | 8.11% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 336,009 | 17,039 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clear Trail Advisors, LLC | History | No change | 318,612 | 16,156 | 2.47% | 2.47% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 305,794 | 15,506 | 0.29% | 0.29% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 290,265 | 14,719 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 282,092 | 14,304 | 4.88% | 4.88% | 28 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 280,957 | 14,247 | 3.22% | 3.22% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Madrid Wealth Management, LLC | History | No change | 277,622 | 14,078 | 9.24% | 9.24% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 267,193 | 13,549 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 266,333 | 13,505 | 2.57% | 2.57% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 245,116 | 12,429 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Live Oak Investment Partners | History | No change | 242,468 | 12,295 | 6.62% | 6.62% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 242,335 | 12,288 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 241,592 | 12,254 | 0.29% | 0.29% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 231,605 | 11,552 | 1.63% | 1.63% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 222,709 | 11,293 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 208,049 | 10,550 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 206,082 | 10,450 | 2.07% | 2.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 202,285 | 10,257 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Systelligence, LLC | History | No change | 192,248 | 9,748 | 1.63% | 1.63% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 187,205 | 9,493 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Allocation Strategies LLC | History | No change | 179,678 | 9,111 | 1.4% | 1.4% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 172,412 | 8,742 | 1.66% | 1.66% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 169,176 | 8,578 | 5.35% | 5.35% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 166,963 | 8,466 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 163,002 | 8,265 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | No change | 160,768 | 8,184 | 0.25% | 0.25% | 49 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 135,946 | 6,893 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 130,871 | 6,636 | 1.7% | 1.7% | 51 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 127,959 | 6,488 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 127,680 | 6,474 | 0.13% | 0.13% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 127,350 | 6,457 | 0.68% | 0.68% | 54 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 126,733 | 6,426 | 3.44% | 3.44% | 55 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 124,763 | 6,351 | 1.13% | 1.13% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WNY Asset Management, LLC | History | No change | 124,746 | 6,325 | 0.56% | 0.56% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 124,474 | 6,312 | 3.65% | 3.65% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 122,952 | 6,234 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 118,412 | 6,028 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 118,030 | 5,985 | 0.23% | 0.23% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 115,742 | 5,870 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | No change | 108,565 | 5,505 | 0.46% | 0.46% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 108,565 | 5,505 | 0.61% | 0.61% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 97,856 | 4,962 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 97,807 | 4,959 | 1.21% | 1.21% | 66 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Layline Advisors, LLC | History | No change | 92,564 | 4,693 | 4.21% | 4.21% | 67 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PCM Encore, LLC | History | No change | 89,772 | 4,552 | 0.8% | 0.8% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 89,094 | 4,517 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mariner, LLC | History | No change | 88,970 | 4,511 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 89,124 | 4,474 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 89,124 | 4,474 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 82,496 | 4,183 | 1.14% | 1.14% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 81,972 | 4,156 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 81,742 | 4,145 | 1.03% | 1.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 79,607 | 4,036 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 76,532 | 3,880 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Resource Group | History | No change | 75,881 | 3,847 | 0.58% | 0.58% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 73,940 | 3,749 | 1.07% | 1.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 73,135 | 3,708 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 71,850 | 3,643 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 71,492 | 3,625 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 67,058 | 3,400 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 67,029 | 3,399 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAP Partners, LLC | History | No change | 65,928 | 3,343 | 1.64% | 1.64% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 63,604 | 3,225 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 66,524 | 3,205 | 0.63% | 0.57% | 87 | +13,635 | 25.78% | Q3 2026 | Oct 05, 2026 |
| Peak Planning Group, LLC | History | No change | 62,279 | 3,158 | 0.71% | 0.71% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 60,998 | 3,093 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 58,689 | 2,976 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 58,249 | 2,953 | 0.15% | 0.15% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 57,180 | 2,899 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 57,067 | 2,893 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 56,712 | 2,875 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 53,615 | 2,718 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 50,765 | 2,574 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 47,576 | 2,430 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Members Trust Co | History | No change | 45,080 | 2,286 | 0.07% | 0.07% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 44,733 | 2,268 | 1.36% | 1.36% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 44,702 | 2,267 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 42,843 | 2,172 | 0.13% | 0.13% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 41,019 | 2,080 | 0.32% | 0.32% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 36,609 | 1,856 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Trademark Financial Management, LLC | History | No change | 33,268 | 1,687 | 0.69% | 0.69% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 32,954 | 1,671 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 31,249 | 1,584 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 29,857 | 1,514 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 29,586 | 1,500 | 0.83% | 0.83% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gross & Hartman Investments LLC | History | No change | 26,382 | 1,337 | 0.59% | 0.59% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 25,933 | 1,315 | 0.82% | 0.82% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Helium Advisors LLC | History | No change | 24,654 | 1,250 | 1.04% | 1.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset One Wealth Management LLC | History | No change | 24,323 | 1,229 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 23,659 | 1,194 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 22,140 | 1,122 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 21,981 | 1,114 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KPP Advisory Services LLC | History | No change | 19,633 | 995 | 0.13% | 0.13% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KWB Wealth | History | No change | 19,616 | 994 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 19,327 | 980 | 0.21% | 0.21% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Western Wealth Management, LLC | History | No change | 18,840 | 955 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,708 | 948 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 17,334 | 878 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 16,938 | 858 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Horizon Wealth Management, LLC | History | No change | 16,535 | 838 | 0.11% | 0.11% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 16,500 | 836 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Miller Financial Services LLC | History | No change | 16,084 | 815 | 0.66% | 0.66% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 15,842 | 803 | 0.51% | 0.51% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 15,851 | 803 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 14,809 | 750 | 0.4% | 0.4% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 14,527 | 736 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,803 | 699 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 13,741 | 696 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,512 | 634 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 12,332 | 625 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 12,000 | 608 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | No change | 11,728 | 594 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 11,429 | 581 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 11,341 | 575 | 0.17% | 0.17% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 11,177 | 566 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,880 | 551 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LVW Advisors, LLC | History | No change | 10,593 | 537 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 10,480 | 531 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 8,969 | 454 | 0.16% | 0.16% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Breakwater Capital Group | History | No change | 8,855 | 449 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Beacon Financial Advisory LLC | History | No change | 8,623 | 437 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 8,597 | 435 | 0.28% | 0.28% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | No change | 8,282 | 420 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,816 | 396 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 7,590 | 384 | 0.26% | 0.26% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 7,359 | 373 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 6,740 | 341 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 6,401 | 324 | 0.1% | 0.1% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 6,313 | 320 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Centerpoint Advisory Group | History | No change | 6,320 | 320 | 0.2% | 0.2% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NICOLET BANKSHARES INC | History | No change | 6,280 | 318 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 5,954 | 301 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,831 | 298 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 5,770 | 292 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Zhang Financial LLC | History | No change | 5,755 | 291 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 5,240 | 265 | 0.09% | 0.09% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,759 | 241 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,736 | 240 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,650 | 235 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| RASP WEALTH SOLUTIONS, LLC | History | No change | 4,132 | 209 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Asset Management, LLC | History | No change | 4,019 | 203 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 3,758 | 190 | 0.15% | 0.15% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 2,600 | 131 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,726 | 87 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,727 | 86 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,446 | 73 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 1,430 | 72 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHL GROUP, LLC | History | No change | 1,426 | 72 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,375 | 69 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,228 | 62 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,137 | 57 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,100 | 55 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,050 | 53 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 844 | 42 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 800 | 40 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 658 | 33 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 595 | 30 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 510 | 24 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 402 | 20 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBH Bank | History | No change | 380 | 19 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 200 | 10 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 184 | 9 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 174 | 8 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |