Eaton Vance Tax-Managed Global Diversified Equity Income Fund - EXG
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.
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| 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 | 23,489,771 | 230,434 | 0.01% | 0.01% | 1 | +1,219 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 3,913,341 | 38,389 | 0.0% | 0.0% | 2 | +185,896 | 4.99% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 3,850,419 | 37,772 | 0.01% | 0.01% | 3 | +63,028 | 1.66% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,815,014 | 27,615 | 0.01% | 0.01% | 4 | +593,637 | 26.72% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,706,507 | 26,550 | 0.0% | 0.0% | 5 | +19,401 | 0.72% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,803,728 | 17,695 | 0.03% | 0.03% | 6 | +403,319 | 28.8% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,525,827 | 14,968 | 0.0% | 0.0% | 7 | +116,744 | 8.29% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,394,695 | 13,681 | 0.21% | 0.19% | 8 | +65,909 | 4.96% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,320,347 | 12,952 | 0.0% | 0.0% | 9 | -60,579 | -4.39% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,308,282 | 12,834 | 0.02% | 0.02% | 10 | +121,131 | 10.2% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,187,886 | 11,653 | 0.01% | 0.01% | 11 | -9,849 | -0.82% | Q2 2026 | Aug 12, 2026 |
| Karpus Management, Inc. | History | Reduced | 1,166,515 | 11,443 | 0.33% | 0.32% | 12 | -11,977 | -1.02% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,153,034 | 11,311 | 0.07% | 0.08% | 13 | -78,379 | -6.36% | Q2 2026 | Aug 12, 2026 |
| COHEN & STEERS, INC. | History | Added to | 1,074,977 | 10,546 | 0.02% | 0.02% | 14 | +25,000 | 2.38% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 992,464 | 9,733 | 0.0% | 0.0% | 15 | +29,639 | 3.08% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 864,184 | 8,477 | 0.01% | 0.01% | 16 | +4,035 | 0.47% | Q2 2026 | Aug 05, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 774,470 | 7,597 | 0.29% | 0.29% | 17 | +32,726 | 4.41% | Q2 2026 | Aug 13, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 834,092 | 7,223 | 1.15% | 1.24% | 18 | -9,307 | -1.1% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | Reduced | 709,357 | 6,958 | 0.0% | 0.0% | 19 | -6,689 | -0.93% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 659,084 | 6,465 | 0.15% | 0.15% | 20 | +2,000 | 0.3% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 614,239 | 6,025 | 0.01% | 0.01% | 21 | +55,171 | 9.87% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 610,403 | 5,988 | 0.01% | 0.01% | 22 | +110,914 | 22.21% | Q2 2026 | Aug 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 600,489 | 5,890 | 0.51% | 0.54% | 23 | +1,955 | 0.33% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 549,702 | 5,392 | 0.02% | 0.02% | 24 | -28,051 | -4.86% | Q2 2026 | Jul 28, 2026 |
| SAM Advisors, LLC | History | Added to | 541,443 | 5,311 | 1.45% | 1.42% | 25 | +18,900 | 3.62% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 430,935 | 4,227 | 0.01% | 0.01% | 26 | -2,975 | -0.69% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 419,094 | 4,111 | 0.12% | 0.12% | 27 | +4,910 | 1.19% | Q2 2026 | Jul 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 364,315 | 3,573 | 0.0% | 0.0% | 28 | +9,224 | 2.6% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 348,664 | 3,420 | 0.01% | 0.01% | 29 | +43,803 | 14.37% | Q2 2026 | Jul 27, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 325,834 | 3,196 | 0.3% | 0.23% | 30 | -38,455 | -10.56% | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | Reduced | 287,733 | 2,822 | 0.0% | 0.0% | 31 | -4,265 | -1.46% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 263,368 | 2,583 | 0.0% | 0.0% | 32 | -192,645 | -42.25% | Q2 2026 | Aug 12, 2026 |
| Fund Advisors of America Inc/FL | History | Added to | 247,613 | 2,429 | 2.2% | 2.17% | 33 | +739 | 0.3% | Q2 2026 | Aug 11, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 219,290 | 2,151 | 0.19% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | Added to | 210,466 | 2,062 | 0.01% | 0.01% | 35 | +4,593 | 2.23% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 208,565 | 2,046 | 0.0% | 0.0% | 36 | -4,239 | -1.99% | Q2 2026 | Jul 28, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 181,100 | 1,776 | 0.24% | 0.13% | 37 | +85,500 | 89.44% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 171,945 | 1,686 | 0.0% | 0.0% | 38 | -3,283 | -1.87% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 166,821 | 1,636 | 0.0% | 0.0% | 39 | +1,816 | 1.1% | Q2 2026 | Aug 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 160,396 | 1,573 | 0.01% | 0.02% | 40 | -30,441 | -15.95% | Q2 2026 | Aug 10, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 150,690 | 1,478 | 0.31% | 0.31% | 41 | -1,100 | -0.72% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 150,507 | 1,476 | 0.01% | 0.01% | 42 | +13,583 | 9.92% | Q2 2026 | Aug 13, 2026 |
| Pointe Capital Management LLC | History | Reduced | 150,408 | 1,475 | 0.66% | 0.72% | 43 | -17,699 | -10.53% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 147,939 | 1,451 | 0.0% | 0.0% | 44 | -14,664 | -9.02% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Added to | 147,674 | 1,448 | 0.0% | 0.0% | 45 | +1,619 | 1.11% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 137,678 | 1,350 | 0.0% | 0.0% | 46 | -8,679 | -5.93% | Q2 2026 | Aug 14, 2026 |
| one8zero8, LLC | History | Reduced | 137,650 | 1,350 | 0.27% | 0.27% | 47 | -1,500 | -1.08% | Q2 2026 | Aug 10, 2026 |
| Avestar Capital, LLC | History | No change | 135,200 | 1,326 | 0.07% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 132,165 | 1,296 | 0.02% | 0.02% | 49 | -5,265 | -3.83% | Q2 2026 | Aug 04, 2026 |
| Allworth Financial LP | History | Added to | 130,473 | 1,279 | 0.01% | 0.0% | 50 | +5,424 | 4.34% | Q2 2026 | Aug 11, 2026 |
| S Harris Financial Group, LLC | History | Added to | 122,010 | 1,196 | 0.93% | 0.95% | 51 | +1,225 | 1.01% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | Added to | 119,926 | 1,176 | 0.0% | 0.0% | 52 | +39,976 | 50.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 110,725 | 1,087 | 0.0% | 0.0% | 53 | +11,000 | 11.03% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 106,788 | 1,047 | 0.0% | 0.0% | 54 | -57,141 | -34.86% | Q2 2026 | Aug 19, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 106,205 | 1,041 | 0.67% | 0.69% | 55 | -5,300 | -4.75% | Q2 2026 | Jul 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 105,953 | 1,031 | 0.05% | 0.05% | 56 | +3,439 | 3.35% | Q2 2026 | Jul 28, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 104,953 | 1,029 | 0.32% | 0.34% | 57 | -133 | -0.13% | Q2 2026 | Jul 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 101,672 | 997 | 0.01% | 0.01% | 58 | -13,389 | -11.64% | Q2 2026 | Sep 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 99,312 | 974 | 0.0% | 0.0% | 59 | +56,736 | 133.26% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 95,454 | 936 | 0.01% | 0.01% | 60 | +47 | 0.05% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 94,037 | 922 | 0.0% | 0.0% | 61 | -1,530 | -1.6% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 90,448 | 887 | 0.03% | 0.04% | 62 | -1,293 | -1.41% | Q2 2026 | Aug 17, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 87,594 | 859 | 0.27% | 0.63% | 63 | -120,366 | -57.88% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 85,585 | 839 | 0.02% | 0.02% | 64 | +20,824 | 32.16% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 80,816 | 786 | 0.05% | 0.05% | 65 | -7,701 | -8.7% | Q2 2026 | Jul 22, 2026 |
| Leo Wealth, LLC | History | No change | 88,886 | 769 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 70,977 | 696 | 0.01% | 0.01% | 67 | +41,623 | 141.8% | Q2 2026 | Jul 21, 2026 |
| Corient Private Wealth LP | History | Reduced | 68,452 | 671 | 0.0% | 0.0% | 68 | -1,054 | -1.52% | Q2 2026 | Aug 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 63,910 | 626 | 0.0% | 0.0% | 69 | -294 | -0.46% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 63,682 | 624 | 0.0% | 0.0% | 71 | +25,857 | 68.36% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 63,644 | 624 | 0.0% | 0.0% | 70 | +6,012 | 10.43% | Q2 2026 | Aug 13, 2026 |
| Diligent Investors, LLC | History | Added to | 62,746 | 615 | 0.14% | 0.13% | 72 | +502 | 0.81% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 62,497 | 613 | 0.0% | — | 73 | +62,497 | New | Q2 2026 | Aug 18, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 62,025 | 608 | 0.06% | 0.06% | 74 | -4,000 | -6.06% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 61,061 | 599 | 0.0% | 0.0% | 75 | +8,068 | 15.22% | Q2 2026 | Aug 03, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 59,008 | 578 | 0.4% | 0.39% | 76 | +5,471 | 10.22% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 58,844 | 577 | 0.0% | 0.0% | 77 | -945 | -1.58% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | New | 56,520 | 554 | 0.01% | — | 78 | +56,520 | New | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Added to | 55,546 | 544 | 0.02% | 0.02% | 79 | +431 | 0.78% | Q2 2026 | Jul 23, 2026 |
| David J Yvars Group | History | Reduced | 55,071 | 534 | 0.25% | 0.3% | 80 | -7,860 | -12.49% | Q2 2026 | Jul 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 53,882 | 529 | 0.01% | 0.01% | 81 | +2,400 | 4.66% | Q2 2026 | Jul 28, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 53,606 | 525 | 0.36% | 0.28% | 82 | +14,234 | 36.15% | Q2 2026 | Jul 07, 2026 |
| Investmark Advisory Group LLC | History | Added to | 53,389 | 523 | 0.2% | 0.2% | 83 | +652 | 1.24% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 52,959 | 519 | 0.0% | 0.0% | 84 | -60 | -0.11% | Q2 2026 | Jul 17, 2026 |
| JGP Wealth Management, LLC | History | No change | 52,500 | 515 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Dakota Wealth Management | History | Added to | 52,410 | 514 | 0.01% | 0.01% | 86 | +250 | 0.48% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | Reduced | 51,998 | 510 | 0.01% | 0.01% | 87 | -899 | -1.7% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 51,755 | 507 | 0.0% | 0.0% | 88 | -1,000 | -1.9% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 50,996 | 500 | 0.0% | 0.0% | 89 | +7,802 | 18.06% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 48,182 | 472 | 0.01% | 0.01% | 90 | -2,911 | -5.7% | Q2 2026 | Jul 15, 2026 |
| WEALTH EFFECTS LLC | History | No change | 47,972 | 470 | 0.13% | 0.15% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 46,301 | 454 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 44,512 | 436 | 0.01% | 0.01% | 93 | -1,849 | -3.99% | Q2 2026 | Aug 04, 2026 |
| Advisors Capital Management, LLC | History | New | 44,154 | 433 | 0.0% | — | 94 | +44,154 | New | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,788 | 399 | 0.0% | 0.0% | 95 | +25 | 0.06% | Q2 2026 | Jul 15, 2026 |
| Sunpointe, LLC | History | Reduced | 40,436 | 396 | 0.11% | 0.11% | 96 | -14 | -0.03% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,508 | 387 | 0.01% | 0.01% | 97 | +112 | 0.28% | Q2 2026 | Aug 12, 2026 |
| Semus Wealth Partners LLC | History | Added to | 37,705 | 369 | 0.18% | 0.18% | 98 | +764 | 2.07% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 37,170 | 364 | 0.02% | 0.02% | 99 | +8,568 | 29.96% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 37,102 | 363 | 0.0% | 0.0% | 100 | -53,482 | -59.04% | Q2 2026 | Aug 14, 2026 |
| PMG Family Office LLC | History | Added to | 37,093 | 363 | 0.33% | 0.35% | 101 | +1,359 | 3.8% | Q2 2026 | Jul 16, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 36,924 | 362 | 0.07% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Advocates, LLC | History | Added to | 34,922 | 342 | 0.29% | 0.26% | 103 | +6,000 | 20.75% | Q2 2026 | Aug 10, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 34,529 | 338 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 33,937 | 332 | 0.0% | 0.0% | 105 | +1,784 | 5.55% | Q2 2026 | Jul 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 33,851 | 332 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 33,004 | 323 | 0.01% | 0.01% | 107 | +235 | 0.72% | Q2 2026 | Jul 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 32,743 | 321 | 0.0% | 0.0% | 108 | +5,529 | 20.32% | Q2 2026 | Jul 20, 2026 |
| IFC Advisors LLC | History | New | 32,195 | 315 | 0.04% | — | 111 | +32,195 | New | Q2 2026 | Aug 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 32,191 | 315 | 0.01% | 0.02% | 109 | -1,535 | -4.55% | Q2 2026 | Aug 04, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 32,185 | 315 | 0.02% | 0.02% | 110 | +14 | 0.04% | Q2 2026 | Jul 17, 2026 |
| Blue Water Asset Management | History | Added to | 31,578 | 309 | 0.1% | 0.09% | 112 | +640 | 2.07% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 31,404 | 308 | 0.0% | 0.0% | 113 | -1,314 | -4.02% | Q2 2026 | Aug 03, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 35,659 | 308 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 31,212 | 306 | 0.03% | — | 115 | +31,212 | New | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,366 | 297 | 0.0% | 0.0% | 116 | +1,688 | 5.89% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 29,629 | 290 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,615 | 280 | 0.0% | 0.0% | 118 | +304 | 1.07% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,169 | 276 | 0.0% | 0.0% | 119 | +12,243 | 76.87% | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 28,138 | 276 | 0.09% | 0.09% | 120 | +64 | 0.23% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 28,121 | 275 | 0.0% | 0.0% | 121 | +6,931 | 32.71% | Q2 2026 | Aug 11, 2026 |
| Sage Capital Management, LLC | History | No change | 27,431 | 269 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 27,358 | 268 | 0.02% | 0.01% | 123 | +4,850 | 21.55% | Q2 2026 | Aug 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 27,222 | 262 | 0.04% | 0.02% | 124 | +40 | 0.15% | Q2 2026 | Aug 11, 2026 |
| Mendel Capital Management LLC | History | No change | 26,700 | 261 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HORAN Wealth, LLC | History | Added to | 26,586 | 260 | 0.03% | 0.02% | 126 | +464 | 1.78% | Q2 2026 | Aug 26, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 26,462 | 259 | 0.06% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 25,785 | 252 | 0.0% | 0.0% | 128 | -44 | -0.17% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 25,550 | 250 | 0.01% | 0.01% | 129 | -700 | -2.67% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 25,022 | 245 | 0.24% | 0.21% | 130 | +1,076 | 4.49% | Q2 2026 | Jul 27, 2026 |
| Successful Portfolios LLC | History | Reduced | 24,394 | 238 | 0.11% | 0.11% | 131 | -400 | -1.61% | Q2 2026 | Jul 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 24,222 | 237 | 0.0% | 0.0% | 132 | +504 | 2.12% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 23,729 | 235 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 24,000 | 235 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 23,901 | 234 | 0.04% | 0.06% | 135 | -7,712 | -24.4% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 23,827 | 233 | 0.01% | 0.01% | 136 | -102 | -0.43% | Q2 2026 | Aug 10, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 23,051 | 226 | 0.19% | — | 138 | +23,051 | New | Q2 2026 | Aug 05, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Added to | 23,051 | 226 | 0.19% | 0.18% | 137 | +407 | 1.8% | Q2 2026 | Aug 25, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,500 | 220 | 0.0% | 0.0% | 139 | +1,405 | 6.66% | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 22,463 | 220 | 0.02% | 0.02% | 140 | +361 | 1.63% | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 22,102 | 216 | 0.0% | 0.0% | 141 | +902 | 4.25% | Q2 2026 | Jul 15, 2026 |
| Silver Coast Investments LLC | History | New | 21,500 | 210 | 0.06% | — | 142 | +21,500 | New | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | New | 21,267 | 208 | 0.0% | — | 144 | +21,267 | New | Q2 2026 | Jul 31, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 21,260 | 208 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 21,002 | 206 | 0.04% | 0.12% | 145 | -27,327 | -56.54% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 20,883 | 204 | 0.01% | 0.01% | 146 | -674 | -3.13% | Q2 2026 | Jul 22, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 20,710 | 203 | 0.13% | 0.1% | 147 | +659 | 3.29% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | New | 20,120 | 197 | 0.0% | — | 149 | +20,120 | New | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 20,133 | 197 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Added to | 19,893 | 195 | 0.01% | 0.01% | 151 | +401 | 2.06% | Q2 2026 | Jul 15, 2026 |
| Diversified Portfolios, Inc. | History | No change | 19,900 | 195 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 19,790 | 194 | 0.01% | 0.01% | 152 | +19 | 0.1% | Q2 2026 | Jul 21, 2026 |
| BNB Wealth Management, LLC | History | No change | 19,797 | 194 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 19,744 | 193 | 0.18% | 0.2% | 154 | -120 | -0.6% | Q2 2026 | Jul 13, 2026 |
| StoneX Group Inc. | History | No change | 19,402 | 190 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venture Visionary Partners LLC | History | No change | 19,300 | 189 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 19,166 | 188 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MBL Wealth, LLC | History | No change | 19,150 | 187 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empower Advisory Group, LLC | History | No change | 19,000 | 186 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 18,948 | 185 | 0.0% | 0.0% | 160 | +13,683 | 259.89% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 18,801 | 184 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 18,458 | 181 | 0.02% | 0.03% | 162 | +32 | 0.17% | Q2 2026 | Aug 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 18,323 | 179 | 0.0% | 0.0% | 163 | +222 | 1.23% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 17,936 | 175 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 19,809 | 171 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 17,268 | 169 | 0.0% | 0.02% | 166 | -198,544 | -92.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 17,292 | 169 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strait & Sound Wealth Management LLC | History | No change | 17,200 | 168 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 17,054 | 167 | 0.1% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 16,780 | 164 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 16,657 | 163 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Harbour Wealth Management Group, Inc. | History | Reduced | 16,425 | 161 | 0.11% | 0.11% | 172 | -470 | -2.78% | Q2 2026 | Aug 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 18,527 | 160 | 0.01% | 0.01% | 173 | -72 | -0.39% | Q2 2026 | Jul 09, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 16,270 | 159 | 0.04% | 0.05% | 174 | +333 | 2.09% | Q2 2026 | Jul 24, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 16,291 | 159 | 0.04% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 16,144 | 158 | 0.0% | 0.0% | 176 | -329 | -2.0% | Q2 2026 | Aug 10, 2026 |
| KPP Advisory Services LLC | History | No change | 15,725 | 154 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,377 | 150 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 14,999 | 147 | 0.0% | 0.0% | 179 | +286 | 1.94% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,861 | 145 | 0.0% | — | 180 | +14,861 | New | Q2 2026 | Aug 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 14,469 | 141 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 14,350 | 140 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Diamond Financial, LLC | History | No change | 14,371 | 140 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 13,997 | 137 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 13,800 | 135 | 0.01% | 0.01% | 186 | +300 | 2.22% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,722 | 135 | 0.0% | 0.0% | 185 | -291 | -2.08% | Q2 2026 | Jul 20, 2026 |
| Herold Advisors, Inc. | History | No change | 13,677 | 135 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,794 | 125 | 0.0% | 0.0% | 188 | +96 | 0.76% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | New | 12,819 | 124 | 0.08% | — | 189 | +12,819 | New | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | Reduced | 12,448 | 122 | 0.0% | 0.0% | 190 | -477 | -3.69% | Q2 2026 | Jul 30, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,475 | 122 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Catalina Capital Group, LLC | History | No change | 14,050 | 121 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13,961 | 120 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | Added to | 12,139 | 118 | 0.02% | 0.02% | 194 | +17 | 0.14% | Q2 2026 | Jul 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,931 | 117 | 0.0% | 0.0% | 195 | -177 | -1.46% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,925 | 116 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Csenge Advisory Group | History | New | 11,525 | 113 | 0.0% | — | 198 | +11,525 | New | Q2 2026 | Aug 10, 2026 |
| WealthSpring Partners, LLC | History | No change | 11,545 | 113 | 0.1% | 0.09% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELCH & FORBES LLC | History | No change | 11,500 | 112 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Chip Partners, LLC | History | No change | 11,486 | 112 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 11,500 | 112 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 11,212 | 109 | 0.0% | — | 205 | +11,212 | New | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,123 | 109 | 0.0% | 0.0% | 203 | -402 | -3.49% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 11,135 | 109 | 0.01% | 0.01% | 204 | +229 | 2.1% | Q2 2026 | Aug 11, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 11,184 | 109 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Solutions Group, LLC | History | New | 11,110 | 108 | 0.04% | — | 207 | +11,110 | New | Q2 2026 | Jul 29, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 11,084 | 108 | 0.01% | 0.01% | 206 | +224 | 2.06% | Q2 2026 | Jul 29, 2026 |
| Convergence Financial, LLC | History | New | 10,784 | 105 | 0.01% | — | 208 | +10,784 | New | Q2 2026 | Aug 05, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 10,683 | 104 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 10,526 | 103 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 10,275 | 100 | 0.01% | 0.01% | 211 | -10,275 | -50.0% | Q2 2026 | Aug 04, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 10,092 | 99 | 0.01% | — | 213 | +10,092 | New | Q2 2026 | Jul 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,115 | 99 | 0.0% | 0.0% | 212 | +49 | 0.49% | Q2 2026 | Jul 27, 2026 |
| URS Advisory LLC | History | New | 10,054 | 98 | 0.05% | — | 217 | +10,054 | New | Q2 2026 | Jul 27, 2026 |
| Attessa Capital LLC | History | New | 10,031 | 98 | 0.04% | — | 215 | +10,031 | New | Q2 2026 | Jul 07, 2026 |
| FOCUSED ALPHA, LLC | History | New | 10,005 | 98 | 0.03% | — | 216 | +10,005 | New | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 10,000 | 98 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFS Partners, LLC | History | Added to | 9,381 | 92 | 0.04% | 0.04% | 218 | +193 | 2.1% | Q2 2026 | Jul 20, 2026 |
| CITIGROUP INC | History | Added to | 9,360 | 91 | 0.0% | 0.0% | 219 | +62 | 0.67% | Q2 2026 | Aug 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9,218 | 90 | 0.0% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,000 | 88 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 8,892 | 87 | 0.01% | 0.01% | 222 | +138 | 1.58% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Advisors | History | No change | 8,750 | 85 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 8,000 | 78 | 0.01% | — | 224 | +8,000 | New | Q2 2026 | Aug 06, 2026 |
| Gen-Wealth Partners Inc | History | No change | 7,800 | 76 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | New | 6,739 | 66 | 0.0% | — | 227 | +6,739 | New | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 6,749 | 66 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,500 | 63 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 6,390 | 62 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 5,518 | 54 | 0.01% | 0.01% | 230 | +88 | 1.62% | Q2 2026 | Jul 21, 2026 |
| Clean Yield Group | History | New | 5,231 | 51 | 0.01% | — | 231 | +5,231 | New | Q2 2026 | Aug 05, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 5,000 | 49 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,000 | 49 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BankPlus Trust Department | History | No change | 5,000 | 49 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 4,825 | 47 | 0.0% | 0.0% | 235 | +98 | 2.07% | Q2 2026 | Jul 13, 2026 |
| CWM, LLC | History | No change | 5,301 | 45 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 4,538 | 44 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 4,037 | 39 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 3,675 | 36 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,622 | 35 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 3,500 | 34 | 0.01% | — | 241 | +3,500 | New | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,350 | 32 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EASTERN BANK | History | No change | 3,206 | 31 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| BOKF, NA | History | No change | 2,900 | 28 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,883 | 27 | 0.0% | 0.0% | 246 | +38 | 1.34% | Q2 2026 | Jul 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,828 | 27 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Colonial Trust Co / SC | History | No change | 2,796 | 27 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | No change | 2,734 | 26 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bollard Group LLC | History | Added to | 2,573 | 25 | 0.0% | 0.0% | 249 | +53 | 2.1% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 2,648 | 25 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| American Capital Advisory, LLC | History | No change | 2,650 | 25 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | New | 2,541 | 24 | 0.0% | — | 254 | +2,541 | New | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,461 | 24 | 0.0% | 0.0% | 252 | -9 | -0.36% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,500 | 24 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | New | 2,200 | 21 | 0.0% | — | 255 | +2,200 | New | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,000 | 19 | 0.0% | 0.0% | 258 | +865 | 76.21% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 2,000 | 19 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITY HOLDING CO | History | No change | 2,000 | 19 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Towne Trust Company, N.A | History | No change | 1,998 | 19 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,953 | 19 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Added to | 1,887 | 18 | 0.0% | 0.0% | 262 | +887 | 88.7% | Q2 2026 | Jul 20, 2026 |
| Axiom Investment Management LLC | History | Added to | 1,936 | 18 | 0.01% | 0.01% | 261 | +661 | 51.84% | Q2 2026 | Jul 30, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,872 | 18 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Capital Management LLC | History | No change | 1,799 | 17 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | New | 1,550 | 15 | 0.0% | — | 265 | +1,550 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,480 | 14 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,465 | 14 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,500 | 14 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WPG Advisers, LLC | History | No change | 1,500 | 14 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clark Wealth Partners | History | No change | 1,500 | 14 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 1,395 | 13 | 0.0% | 0.01% | 272 | -16,825 | -92.34% | Q2 2026 | Jul 08, 2026 |
| Highland Investment Advisors LLC | History | New | 1,402 | 13 | 0.01% | — | 273 | +1,402 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,329 | 13 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 1,225 | 12 | 0.01% | — | 274 | +1,225 | New | Q2 2026 | Jul 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 1,154 | 11 | 0.01% | 0.01% | 275 | +24 | 2.12% | Q2 2026 | Jul 24, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | New | 1,092 | 10 | 0.0% | — | 276 | +1,092 | New | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | Reduced | 937 | 9 | 0.0% | 0.0% | 277 | -16 | -1.68% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 841 | 8 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 900 | 8 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NBT BANK, N.A. | History | No change | 800 | 7 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 805 | 7 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| POM Investment Strategies, LLC | History | No change | 750 | 7 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 680 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 520 | 5 | 0.0% | — | 286 | +520 | New | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 578 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 555 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harborfront Financial Group LLC | History | New | 445 | 4 | 0.02% | — | 289 | +445 | New | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 429 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 500 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 385 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 362 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Key FInancial Inc | History | No change | 349 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 310 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LifeSteps Financial, Inc. | History | New | 300 | 2 | 0.0% | — | 299 | +300 | New | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 273 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 296 | 2 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 250 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 300 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tidemark, LLC | History | No change | 218 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | New | 150 | 1 | 0.0% | — | 300 | +150 | New | Q2 2026 | Jul 28, 2026 |