Fidelity Wise Origin Bitcoin Fund - FBTC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | No change | 3,239,436 | 165,373 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,707,986 | 138,242 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,068,373 | 105,590 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 1,974,767 | 100,811 | 0.36% | 0.36% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 1,364,522 | 69,658 | 16.69% | 16.69% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,349,522 | 68,893 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 1,280,931 | 65,391 | 0.71% | 0.71% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patient Capital Management, LLC | History | No change | 1,217,595 | 62,158 | 2.04% | 2.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 1,130,510 | 57,712 | 0.1% | 0.1% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ParaFi Capital LP | History | No change | 1,050,000 | 53,602 | 14.84% | 14.84% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 958,200 | 48,916 | 0.18% | 0.18% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 953,772 | 48,690 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pine Ridge Advisers LLC | History | No change | 834,367 | 42,594 | 2.57% | 2.57% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 834,367 | 42,594 | 3.55% | 3.55% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Graham Capital Management, L.P. | History | No change | 696,200 | 35,541 | 0.65% | 0.65% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 661,034 | 33,745 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 636,321 | 32,484 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| United Capital Management of KS, Inc. | History | No change | 543,285 | 27,734 | 3.63% | 3.63% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 458,888 | 23,426 | 0.79% | 0.79% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 453,008 | 23,126 | 1.47% | 1.47% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | No change | 431,682 | 22,037 | 8.14% | 8.14% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 303,300 | 22,031 | 4.83% | 3.38% | 22 | +1,933 | 0.64% | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 421,335 | 21,509 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 417,180 | 21,297 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 415,000 | 21,185 | 1.6% | 1.6% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 412,507 | 21,058 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 288,188 | 14,711 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYON CAPITAL LLC | History | No change | 283,149 | 14,454 | 0.63% | 0.63% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ovata Capital Management Ltd | History | No change | 265,558 | 13,538 | 1.02% | 1.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quadrature Capital Ltd | History | No change | 248,454 | 12,683 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compass Ion Advisors, LLC | History | No change | 242,288 | 12,368 | 1.07% | 1.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atomic Invest LLC | History | No change | 229,404 | 12,042 | 1.06% | 1.06% | 32 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| WINTON GROUP Ltd | History | No change | 218,078 | 11,132 | 0.36% | 0.36% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 216,500 | 11,052 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Wealth Partners, LLC | History | No change | 216,461 | 11,050 | 12.07% | 12.07% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jump Financial, LLC | History | No change | 211,771 | 10,810 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 192,511 | 9,827 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 192,363 | 9,820 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Walleye Trading LLC | History | No change | 190,269 | 9,713 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 181,794 | 9,280 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 181,320 | 9,256 | 0.38% | 0.38% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berman McAleer LLC | History | No change | 175,261 | 8,947 | 1.04% | 1.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Citrine Capital LLC | History | No change | 167,780 | 8,565 | 3.17% | 3.17% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bayshore Capital Advisors, LLC | History | No change | 167,499 | 8,550 | 3.99% | 3.99% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 166,142 | 8,481 | 1.37% | 1.37% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 164,541 | 8,399 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 113,787 | 8,343 | 2.4% | 1.34% | 48 | +24,638 | 27.64% | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 163,437 | 8,343 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parcion Private Wealth LLC | History | No change | 163,257 | 8,334 | 0.46% | 0.46% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkos Global Advisors | History | No change | 156,831 | 8,006 | 0.95% | 0.95% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 156,056 | 7,966 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 155,785 | 7,953 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 152,248 | 7,772 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 141,996 | 7,248 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 123,587 | 6,309 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 123,438 | 6,301 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 122,633 | 6,260 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 118,895 | 6,069 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 117,771 | 6,012 | 4.8% | 4.8% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COURAGE CAPITAL MANAGEMENT LLC | History | No change | 115,865 | 5,915 | 8.79% | 8.79% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 111,382 | 5,686 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Quarterback LLC | History | No change | 110,423 | 5,637 | 1.74% | 1.74% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 109,405 | 5,585 | 0.23% | 0.23% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 75,510 | 5,485 | 0.04% | 0.02% | 64 | +13,969 | 22.7% | Q3 2026 | Oct 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 105,840 | 5,403 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBRA WEALTH LLC | History | No change | 105,375 | 5,379 | 1.37% | 1.37% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SevenBridge Financial Group, LLC | History | No change | 93,147 | 5,265 | 0.77% | 0.77% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allegheny Financial Group | History | No change | 102,569 | 5,236 | 0.56% | 0.56% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 101,869 | 5,200 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY TRUST CO | History | No change | 101,644 | 5,188 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 99,662 | 5,087 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sepio Capital, LP | History | No change | 95,806 | 4,890 | 0.25% | 0.25% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 94,985 | 4,849 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 90,014 | 4,595 | 0.29% | 0.29% | 74 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 89,506 | 4,569 | 0.75% | 0.75% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 88,593 | 4,522 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 86,368 | 4,409 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 85,233 | 4,351 | 3.12% | 3.12% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 83,023 | 4,238 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 75,404 | 4,193 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mutual Advisors, LLC | History | No change | 80,383 | 4,103 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 80,013 | 4,084 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 71,825 | 3,959 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 72,984 | 3,725 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 71,677 | 3,659 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 49,992 | 3,631 | 0.24% | 0.17% | 86 | -2,953 | -5.58% | Q3 2026 | Oct 08, 2026 |
| MAD RIVER INVESTORS | History | No change | 70,369 | 3,592 | 1.34% | 1.34% | 87 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVEXIA WEALTH LLC | History | No change | 63,434 | 3,526 | 0.95% | 0.95% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 65,390 | 3,338 | 1.87% | 1.87% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PYA Waltman Capital, LLC | History | No change | 64,923 | 3,314 | 0.79% | 0.79% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 64,721 | 3,304 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 64,380 | 3,287 | 0.63% | 0.63% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SFMG, LLC | History | No change | 63,247 | 3,228 | 0.19% | 0.19% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 62,903 | 3,211 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 62,642 | 3,197 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 62,545 | 3,192 | 1.61% | 1.61% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 61,819 | 3,155 | 1.24% | 1.24% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 60,029 | 3,064 | 0.49% | 0.49% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smart Money Group LLC | History | No change | 59,633 | 3,044 | 0.78% | 0.78% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Advisors Inc. | History | No change | 59,471 | 3,035 | 0.52% | 0.52% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | No change | 54,323 | 3,032 | 1.37% | 1.37% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 58,955 | 3,009 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farringdon Capital, Ltd. | History | No change | 58,767 | 3,000 | 1.49% | 1.49% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avenir Tech Ltd | History | No change | 58,616 | 2,992 | 0.45% | 0.45% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 41,174 | 2,990 | 0.06% | 0.04% | 105 | +2,322 | 5.98% | Q3 2026 | Oct 08, 2026 |
| Advisory Services Network, LLC | History | No change | 54,812 | 2,798 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 54,457 | 2,780 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 54,002 | 2,756 | 2.29% | 2.29% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 53,790 | 2,745 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 52,099 | 2,659 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LFG Wealth Partners, LLC | History | No change | 51,869 | 2,647 | 1.24% | 1.24% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 50,194 | 2,562 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Abundance Wealth Counselors | History | No change | 49,996 | 2,552 | 0.17% | 0.17% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NWAM LLC | History | No change | 49,145 | 2,508 | 0.13% | 0.13% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IPG Investment Advisors LLC | History | No change | 48,962 | 2,499 | 0.36% | 0.36% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 48,532 | 2,477 | 1.19% | 1.19% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Haven Private, LLC | History | No change | 46,555 | 2,376 | 0.9% | 0.9% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Traynor Capital Management, Inc. | History | No change | 45,867 | 2,341 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 45,710 | 2,333 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | No change | 45,679 | 2,331 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 43,715 | 2,325 | 2.29% | 2.29% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | No change | 45,452 | 2,320 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 44,310 | 2,262 | 0.5% | 0.5% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fiduciary Alliance LLC | History | No change | 43,631 | 2,227 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCS Capital Management LLC | History | No change | 43,492 | 2,220 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NorthCoast Asset Management LLC | History | No change | 43,154 | 2,203 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 43,043 | 2,197 | 0.16% | 0.16% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 41,493 | 2,118 | 0.27% | 0.27% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 41,405 | 2,113 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Designs Corp | History | Added to | 29,016 | 2,107 | 1.08% | 0.77% | 130 | +880 | 3.13% | Q3 2026 | Oct 08, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 40,882 | 2,087 | 1.0% | 1.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 40,810 | 2,083 | 1.03% | 1.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QTR Family Wealth, LLC | History | No change | 40,017 | 2,042 | 0.71% | 0.71% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 39,742 | 2,028 | 0.25% | 0.25% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 39,686 | 2,025 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 39,244 | 2,003 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 39,142 | 1,998 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 38,310 | 1,955 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 38,191 | 1,949 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sivia Capital Partners, LLC | History | No change | 35,752 | 1,825 | 0.22% | 0.22% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | No change | 35,513 | 1,812 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Claar Advisors LLC | History | No change | 35,000 | 1,786 | 0.58% | 0.58% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 35,003 | 1,786 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 34,952 | 1,784 | 0.22% | 0.22% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 34,904 | 1,781 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 34,221 | 1,746 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Garde Capital, Inc. | History | No change | 34,083 | 1,739 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 33,962 | 1,733 | 0.16% | 0.16% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 33,428 | 1,706 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRA Financial Services, LLC | History | No change | 33,327 | 1,701 | 0.2% | 0.2% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 33,084 | 1,688 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Venture Visionary Partners LLC | History | No change | 22,800 | 1,656 | 0.04% | 0.03% | 152 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 32,084 | 1,637 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Innovative Advisory Group, LLC | History | No change | 32,035 | 1,635 | 1.24% | 1.24% | 154 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 31,753 | 1,620 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 30,956 | 1,580 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modus Advisors, LLC | History | No change | 30,690 | 1,566 | 0.39% | 0.39% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 30,647 | 1,564 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SMART Wealth LLC | History | No change | 30,610 | 1,562 | 0.34% | 0.34% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 30,533 | 1,558 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wedmont Private Capital | History | Reduced | 21,814 | 1,550 | 0.04% | 0.03% | 161 | -250 | -1.13% | Q3 2026 | Oct 09, 2026 |
| Abound Wealth Management | History | No change | 30,221 | 1,542 | 0.31% | 0.31% | 162 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 29,878 | 1,525 | 0.63% | 0.63% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Firestone Capital Management | History | No change | 29,780 | 1,520 | 0.28% | 0.28% | 164 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Guild Investment Management, Inc. | History | No change | 29,587 | 1,510 | 1.03% | 1.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 29,525 | 1,507 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 29,323 | 1,496 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 29,274 | 1,494 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 29,198 | 1,490 | 0.15% | 0.15% | 169 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 29,141 | 1,487 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 28,531 | 1,456 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 28,456 | 1,452 | 0.44% | 0.44% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 28,184 | 1,438 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alchemi Wealth, LLC | History | No change | 28,144 | 1,436 | 0.67% | 0.67% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 6,744 | 1,434 | 1.02% | 1.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| High Note Wealth, LLC | History | No change | 27,801 | 1,419 | 0.24% | 0.24% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LifeGoal Investments, LLC | History | No change | 19,381 | 1,407 | 0.43% | 0.45% | 177 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 27,474 | 1,402 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 27,420 | 1,399 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Point Capital Partners LLC | History | No change | 27,393 | 1,398 | 0.1% | 0.1% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA FINANCE, LLC | History | No change | 27,288 | 1,393 | 0.78% | 0.78% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Permian Investment Partners, LP | History | No change | 27,000 | 1,378 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 26,993 | 1,378 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,818 | 1,369 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| COFG Advisors, LLC | History | No change | 26,274 | 1,341 | 0.23% | 0.23% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peloton Wealth Strategists | History | No change | 26,153 | 1,335 | 0.49% | 0.49% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 25,977 | 1,326 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 25,811 | 1,318 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 25,619 | 1,307 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 21,653 | 1,274 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 24,759 | 1,263 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | No change | 24,542 | 1,252 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 24,498 | 1,250 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 23,996 | 1,225 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 23,756 | 1,212 | 0.16% | 0.16% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 23,448 | 1,197 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Objective Capital Management, LLC | History | No change | 23,436 | 1,196 | 1.06% | 1.06% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JT Stratford LLC | History | No change | 23,428 | 1,195 | 0.13% | 0.13% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cane Capital Partners, LLC | History | No change | 23,340 | 1,191 | 0.47% | 0.47% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 22,609 | 1,160 | 0.41% | 0.41% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Financial Advisors, LLC | History | No change | 22,085 | 1,127 | 0.25% | 0.25% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 22,010 | 1,123 | 0.61% | 0.61% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SkyOak Wealth, LLC | History | No change | 21,944 | 1,120 | 0.18% | 0.18% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Camelot Portfolios, LLC | History | No change | 21,402 | 1,092 | 0.76% | 0.76% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Principle Wealth Partners LLC | History | No change | 21,166 | 1,080 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mills Wealth Advisors LLC | History | No change | 21,033 | 1,073 | 0.34% | 0.34% | 206 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 20,798 | 1,061 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 20,785 | 1,061 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sankala Group LLC | History | No change | 18,763 | 1,055 | 0.7% | 0.7% | 209 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 20,292 | 1,035 | 0.09% | 0.09% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 20,181 | 1,030 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 19,826 | 1,012 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 19,737 | 1,007 | 0.36% | 0.36% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 19,742 | 1,007 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Partners Group, Inc | History | No change | 19,664 | 1,003 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aries Wealth Management | History | No change | 19,096 | 974 | 0.19% | 0.19% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 18,640 | 951 | 0.18% | 0.18% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 16,921 | 939 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GK Wealth Management LLC | History | Reduced | 12,823 | 931 | 0.52% | 0.64% | 219 | -11,134 | -46.47% | Q3 2026 | Oct 09, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 18,100 | 924 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 17,679 | 902 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 12,251 | 889 | 0.14% | 0.11% | 222 | -481 | -3.78% | Q3 2026 | Oct 08, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 17,406 | 888 | 0.22% | 0.22% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Soltis Investment Advisors LLC | History | No change | 17,167 | 876 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 17,121 | 874 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JSF Financial, LLC | History | No change | 17,059 | 870 | 0.14% | 0.14% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Osbon Capital Management LLC | History | No change | 16,921 | 863 | 0.68% | 0.68% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 16,741 | 854 | 0.24% | 0.24% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 16,719 | 853 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revisor Wealth Management LLC | History | No change | 16,723 | 853 | 0.2% | 0.2% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 16,571 | 845 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mustard Seed Financial, LLC | History | No change | 16,497 | 842 | 0.44% | 0.44% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 16,368 | 835 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Proficio Capital Partners LLC | History | No change | 16,075 | 820 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | No change | 16,006 | 817 | 0.46% | 0.46% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Timber Creek Capital Management LLC | History | No change | 15,737 | 803 | 0.16% | 0.16% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 15,641 | 798 | 0.35% | 0.35% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 15,602 | 796 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 15,596 | 796 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIM, LLC | History | No change | 15,480 | 790 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 15,245 | 778 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waldron Private Wealth LLC | History | No change | 15,080 | 769 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WESCAP Management Group, Inc. | History | No change | 14,901 | 760 | 0.14% | 0.14% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 14,883 | 759 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFO4Life Group, LLC | History | No change | 14,861 | 758 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 14,803 | 755 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Marietta Wealth Management, LLC | History | No change | 14,470 | 738 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 14,372 | 733 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 14,373 | 733 | 0.18% | 0.18% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| National Wealth Management Group, LLC | History | No change | 14,286 | 729 | 0.23% | 0.23% | 250 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ancora Advisors LLC | History | No change | 14,145 | 722 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 9,747 | 714 | 0.1% | 0.08% | 252 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Five Pine Wealth Management | History | No change | 13,984 | 713 | 0.4% | 0.4% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 13,959 | 712 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 13,774 | 703 | 0.39% | 0.39% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sunesis Advisors, LLC | History | No change | 13,761 | 702 | 0.29% | 0.29% | 256 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 5,050 | 690 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Falcon Wealth Planning | History | No change | 13,502 | 689 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 12,194 | 689 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 12,194 | 689 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meridian Wealth Management, LLC | History | No change | 13,449 | 686 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 13,300 | 678 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 9,300 | 675 | 0.15% | 0.11% | 263 | -30 | -0.32% | Q3 2026 | Oct 08, 2026 |
| Citizens National Bank Trust Department | History | No change | 13,055 | 666 | 0.1% | 0.1% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bogart Wealth, LLC | History | No change | 12,839 | 655 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 12,827 | 654 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 12,800 | 653 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Eagle Strategies LLC | History | No change | 12,699 | 648 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Curi Capital, LLC | History | No change | 12,662 | 646 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rochester Wealth Strategies, LLC | History | No change | 12,616 | 644 | 0.36% | 0.36% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bauman Advisory Group, LLC | History | No change | 12,632 | 644 | 0.34% | 0.34% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pure Financial Advisors, LLC | History | No change | 12,606 | 643 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wiser Wealth Management, Inc | History | No change | 12,580 | 642 | 0.12% | 0.12% | 273 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TCW GROUP INC | History | No change | 12,553 | 640 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Headlands Technologies LLC | History | No change | 12,480 | 637 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 12,497 | 637 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Estate Planners Group, LLC | History | No change | 12,437 | 634 | 0.29% | 0.29% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Financial Group, LTD | History | No change | 12,357 | 630 | 0.45% | 0.45% | 278 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Group Ltd | History | Reduced | 8,477 | 621 | 0.12% | 0.11% | 280 | -2,613 | -23.56% | Q3 2026 | Oct 07, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 12,173 | 621 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investment Advisory Services Group LLC | History | No change | 12,034 | 614 | 0.45% | 0.45% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 11,887 | 606 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,789 | 601 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sound Portfolio Advisors, LLC | History | No change | 11,760 | 600 | 0.43% | 0.43% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lansing Street Advisors | History | No change | 11,627 | 593 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 11,613 | 592 | 0.08% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 11,500 | 587 | 0.07% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 11,457 | 584 | 0.1% | 0.1% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Forum Financial Management, LP | History | No change | 11,300 | 576 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 11,264 | 575 | 0.13% | 0.13% | 290 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GWN SECURITIES INC. | History | No change | 11,132 | 568 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 10,195 | 563 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXQ CAPITAL, LP | History | No change | 10,894 | 556 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 10,891 | 555 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cadia Private Client LLC | History | No change | 10,776 | 550 | 0.39% | 0.39% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 10,706 | 546 | 0.21% | 0.21% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 10,565 | 539 | 0.1% | 0.1% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 10,556 | 538 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 10,505 | 536 | 0.22% | 0.22% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verus Financial Partners, Inc. | History | No change | 10,447 | 533 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |