Eaton Vance Ltd Duration Income Fund - EVV
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 | Added to | 10,100,522 | 94,641 | 0.01% | 0.01% | 1 | +280,704 | 2.86% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 8,006,717 | 75,023 | 1.42% | 1.51% | 2 | +137,509 | 1.75% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,077,382 | 47,681 | 0.01% | 0.01% | 3 | +259,375 | 5.38% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,771,126 | 16,595 | 0.1% | 0.13% | 4 | -49,245 | -2.71% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 1,683,320 | 15,772 | 0.0% | 0.0% | 5 | +5,831 | 0.35% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,218,648 | 11,418 | 0.0% | 0.0% | 6 | +120,162 | 10.94% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,043,303 | 9,504 | 0.19% | 0.23% | 7 | -20,874 | -1.96% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 983,948 | 9,219 | 0.01% | 0.01% | 8 | +50,528 | 5.41% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 935,817 | 8,769 | 0.0% | 0.0% | 9 | -60,088 | -6.03% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 725,540 | 6,798 | 0.0% | 0.0% | 10 | +8,228 | 1.15% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 630,916 | 5,911 | 0.0% | 0.0% | 11 | +39,787 | 6.73% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 600,267 | 5,625 | 0.01% | 0.01% | 12 | +79,487 | 15.26% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | Added to | 594,778 | 5,573 | 0.01% | 0.0% | 13 | +511,732 | 616.2% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 580,562 | 5,439 | 0.07% | 0.09% | 14 | -48,843 | -7.76% | Q2 2026 | Aug 06, 2026 |
| Kanen Wealth Management LLC | History | Added to | 465,077 | 4,355 | 1.06% | 1.29% | 15 | +85,261 | 22.45% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 419,238 | 3,928 | 0.0% | 0.0% | 16 | +55,191 | 15.16% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 409,060 | 3,833 | 0.0% | 0.01% | 17 | +36,221 | 9.71% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 391,237 | 3,665 | 0.17% | 0.2% | 18 | -10,000 | -2.49% | Q2 2026 | Jul 21, 2026 |
| OAK HILL ADVISORS LP | History | No change | 390,403 | 3,658 | 0.52% | 0.42% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 375,463 | 3,518 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 354,382 | 3,320 | 0.0% | 0.0% | 21 | +31,325 | 9.7% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 329,156 | 3,084 | 0.01% | 0.01% | 22 | +44,862 | 15.78% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 256,234 | 2,400 | 0.0% | 0.0% | 23 | -10,090 | -3.79% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 251,894 | 2,360 | 0.01% | 0.01% | 24 | +5,893 | 2.4% | Q2 2026 | Aug 12, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 232,722 | 2,180 | 0.68% | 0.95% | 25 | -56,651 | -19.58% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Reduced | 228,190 | 2,138 | 0.0% | 0.0% | 26 | -408 | -0.18% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 226,485 | 2,122 | 0.0% | 0.0% | 27 | +23,411 | 11.53% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 225,187 | 2,110 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 218,078 | 2,043 | 0.02% | 0.03% | 29 | +9,870 | 4.74% | Q2 2026 | Aug 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 210,171 | 1,969 | 0.02% | 0.01% | 30 | +62,875 | 42.69% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 202,962 | 1,901 | 0.0% | 0.0% | 31 | +9,852 | 5.1% | Q2 2026 | Jul 29, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 165,093 | 1,546 | 0.1% | 0.12% | 32 | -7,348 | -4.26% | Q2 2026 | Aug 07, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 139,597 | 1,308 | 0.14% | 0.16% | 33 | -2,942 | -2.06% | Q2 2026 | Jul 30, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 139,244 | 1,304 | 0.08% | 0.1% | 34 | +4,699 | 3.49% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 114,835 | 1,076 | 0.03% | 0.04% | 35 | -6,820 | -5.61% | Q2 2026 | Jul 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 111,947 | 1,048 | 0.0% | 0.0% | 36 | +87,693 | 361.56% | Q2 2026 | Aug 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 111,452 | 1,044 | 0.35% | 0.45% | 37 | -9,003 | -7.47% | Q2 2026 | Jul 30, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 99,596 | 933 | 0.5% | 0.54% | 38 | -10 | -0.01% | Q2 2026 | Jul 24, 2026 |
| Lido Advisors, LLC | History | Added to | 93,644 | 877 | 0.0% | 0.0% | 39 | +25,018 | 36.46% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 92,110 | 863 | 0.0% | 0.0% | 40 | -1,820 | -1.94% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 91,632 | 859 | 0.02% | 0.03% | 41 | -2,000 | -2.14% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 90,167 | 845 | 0.0% | 0.0% | 42 | +4,411 | 5.14% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 81,289 | 761 | 0.01% | 0.02% | 43 | +2,000 | 2.52% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 75,541 | 707 | 0.0% | 0.0% | 44 | +75,269 | 27672.43% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 71,650 | 671 | 0.06% | 0.09% | 45 | -10,200 | -12.46% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 70,602 | 661 | 0.0% | 0.0% | 46 | +16,837 | 31.32% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 68,616 | 642 | 0.0% | — | 47 | +68,616 | New | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | Added to | 67,276 | 630 | 0.01% | 0.0% | 48 | +56,369 | 516.81% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 62,668 | 587 | 0.02% | 0.03% | 49 | -3,856 | -5.8% | Q2 2026 | Jul 22, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 62,173 | 583 | 0.41% | 0.42% | 50 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pathstone Holdings, LLC | History | Added to | 62,095 | 581 | 0.0% | 0.0% | 51 | +45,627 | 277.06% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | New | 59,440 | 556 | 0.0% | — | 52 | +59,440 | New | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 59,173 | 554 | 0.01% | 0.01% | 53 | -2,073 | -3.38% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 55,769 | 520 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 51,630 | 483 | 0.0% | 0.0% | 55 | -6,225 | -10.76% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 47,264 | 442 | 0.01% | 0.01% | 56 | +6,500 | 15.95% | Q2 2026 | Aug 12, 2026 |
| Almitas Capital LLC | History | New | 46,399 | 434 | 0.1% | — | 57 | +46,399 | New | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | Reduced | 44,619 | 418 | 0.19% | 0.22% | 58 | -3,508 | -7.29% | Q2 2026 | Aug 14, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 42,340 | 385 | 0.24% | 0.29% | 59 | -5,817 | -12.08% | Q2 2026 | Jul 24, 2026 |
| Apriem Advisors | History | Added to | 39,129 | 366 | 0.03% | 0.03% | 60 | +7,631 | 24.23% | Q2 2026 | Aug 14, 2026 |
| Rock Point Advisors, LLC | History | No change | 38,749 | 363 | 0.09% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,739 | 362 | 0.0% | 0.0% | 62 | +902 | 2.38% | Q2 2026 | Aug 03, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 36,756 | 344 | 0.13% | 0.15% | 64 | +1,932 | 5.55% | Q2 2026 | Jul 22, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 36,745 | 344 | 0.09% | 0.12% | 63 | +650 | 1.8% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,033 | 328 | 0.0% | 0.0% | 65 | +781 | 2.28% | Q2 2026 | Aug 05, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 34,912 | 327 | 0.14% | 0.15% | 66 | +512 | 1.49% | Q2 2026 | Aug 06, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 34,773 | 325 | 0.23% | 0.26% | 67 | +358 | 1.04% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 31,492 | 295 | 0.0% | 0.0% | 68 | +7,183 | 29.55% | Q2 2026 | Aug 07, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 31,085 | 291 | 0.01% | — | 69 | +31,085 | New | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Reduced | 31,037 | 290 | 0.01% | 0.01% | 70 | -556 | -1.76% | Q2 2026 | Jul 23, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 28,975 | 271 | 0.19% | 0.23% | 71 | -2,000 | -6.46% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 28,089 | 263 | 0.0% | — | 72 | +28,089 | New | Q2 2026 | Sep 02, 2026 |
| Mendel Capital Management LLC | History | No change | 27,242 | 255 | 0.11% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Solutions Group, LLC | History | New | 25,211 | 236 | 0.08% | — | 74 | +25,211 | New | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 23,100 | 216 | 0.0% | 0.0% | 75 | +5,944 | 34.65% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | New | 22,693 | 212 | 0.0% | — | 76 | +22,693 | New | Q2 2026 | Aug 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 22,523 | 211 | 0.08% | 0.11% | 77 | -6,970 | -23.63% | Q2 2026 | Jul 07, 2026 |
| CONNING INC. | History | No change | 22,455 | 210 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST MERCHANTS CORP | History | No change | 21,000 | 196 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 20,000 | 187 | 0.0% | 0.0% | 80 | +10,000 | 100.0% | Q2 2026 | Aug 14, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 20,000 | 187 | 0.06% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 19,000 | 178 | 0.03% | 0.03% | 82 | -9,000 | -32.14% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 18,300 | 171 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 17,365 | 162 | 0.0% | 0.0% | 84 | +180 | 1.05% | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 17,231 | 161 | 0.0% | 0.0% | 85 | +282 | 1.66% | Q2 2026 | Aug 03, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Reduced | 17,000 | 159 | 0.06% | 0.07% | 86 | -383 | -2.2% | Q2 2026 | Jul 27, 2026 |
| Bison Wealth, LLC | History | No change | 16,850 | 158 | 0.01% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 16,647 | 155 | 0.01% | 0.01% | 88 | -3,909 | -19.02% | Q2 2026 | Jul 14, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 16,576 | 155 | 0.11% | 0.12% | 89 | -45 | -0.27% | Q2 2026 | Jul 17, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 15,961 | 149 | 0.08% | 0.1% | 90 | -1,033 | -6.08% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | New | 15,790 | 147 | 0.0% | — | 91 | +15,790 | New | Q2 2026 | Aug 13, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 15,600 | 146 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Virtu Financial LLC | History | New | 14,964 | 140 | 0.0% | — | 93 | +14,964 | New | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | New | 14,384 | 134 | 0.0% | — | 97 | +14,384 | New | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,361 | 134 | 0.01% | 0.01% | 94 | -979 | -6.38% | Q2 2026 | Aug 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 14,363 | 134 | 0.01% | 0.01% | 96 | +233 | 1.65% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 14,400 | 134 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14,031 | 131 | 0.0% | 0.0% | 98 | -299 | -2.09% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 13,341 | 125 | 0.03% | 0.04% | 99 | +1,155 | 9.48% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | New | 13,128 | 123 | 0.0% | — | 100 | +13,128 | New | Q2 2026 | Jul 15, 2026 |
| ProVise Management Group, LLC | History | No change | 13,063 | 122 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 12,875 | 120 | 0.02% | 0.02% | 102 | +2,386 | 22.75% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 12,760 | 119 | 0.01% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 12,640 | 118 | 0.0% | 0.0% | 104 | -1,658 | -11.6% | Q2 2026 | Aug 27, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 12,417 | 116 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 12,100 | 113 | 0.1% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 12,000 | 112 | 0.0% | 0.01% | 107 | -18,000 | -60.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | New | 11,700 | 110 | 0.0% | — | 109 | +11,700 | New | Q2 2026 | Aug 12, 2026 |
| WealthTrust Axiom LLC | History | No change | 11,800 | 110 | 0.02% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 11,377 | 106 | 0.0% | 0.01% | 110 | -7,234 | -38.87% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 11,162 | 104 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 11,000 | 103 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,435 | 97 | 0.0% | 0.0% | 113 | +185 | 1.8% | Q2 2026 | Jul 22, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 10,184 | 96 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 7,838 | 73 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 7,000 | 65 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITY HOLDING CO | History | No change | 6,000 | 56 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IFP Advisors, Inc | History | No change | 5,813 | 54 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 5,758 | 53 | 0.0% | — | 119 | +5,758 | New | Q2 2026 | Aug 06, 2026 |
| Byrne Asset Management LLC | History | No change | 4,750 | 44 | 0.02% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 3,400 | 31 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,662 | 24 | 0.0% | 0.0% | 122 | -19,106 | -87.77% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,572 | 24 | 0.0% | 0.0% | 123 | -266 | -9.37% | Q2 2026 | Jul 17, 2026 |
| Clear Street Group Inc. | History | New | 2,390 | 22 | 0.0% | — | 124 | +2,390 | New | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 2,133 | 19 | 0.0% | 0.0% | 125 | -2,241 | -51.23% | Q2 2026 | Aug 11, 2026 |
| West Branch Capital LLC | History | No change | 2,128 | 19 | 0.0% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Crewe Advisors LLC | History | Added to | 1,836 | 17 | 0.0% | 0.0% | 127 | +47 | 2.63% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | New | 1,700 | 15 | 0.0% | — | 128 | +1,700 | New | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,500 | 14 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 1,500 | 14 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LifeSteps Financial, Inc. | History | New | 1,400 | 13 | 0.01% | — | 131 | +1,400 | New | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | New | 1,270 | 11 | 0.0% | — | 132 | +1,270 | New | Q2 2026 | Aug 13, 2026 |
| Axiom Investment Management LLC | History | Reduced | 1,017 | 9 | 0.01% | 0.01% | 133 | -904 | -47.06% | Q2 2026 | Jul 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SHP Wealth Management | History | Reduced | 870 | 8 | 0.0% | 0.0% | 136 | -130 | -13.0% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 918 | 8 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 833 | 7 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 599 | 5 | 0.0% | 0.0% | 138 | +13 | 2.22% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 477 | 4 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | New | 276 | 2 | 0.0% | — | 143 | +276 | New | Q2 2026 | Jul 27, 2026 |
| CX Institutional | History | New | 175 | 2 | 0.0% | — | 142 | +175 | New | Q2 2026 | Jul 01, 2026 |
| Nova Wealth Management, Inc. | History | No change | 304 | 2 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSETMARK, INC | History | No change | 170 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,767 | -100.0% | Q2 2026 | Jul 27, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,644 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,039 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -13,332 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Ellis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,896 | -100.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -8,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,267 | -100.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,539 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -1,173 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 96 | 0 | — | — | — | +96 | New | Q2 2026 | Jul 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |