RBB Fund Trust - FEGE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,886,174 | 141,191 | 0.03% | 0.03% | 1 | +778,949 | 36.97% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,803,120 | 137,128 | 0.04% | 0.02% | 2 | +1,095,550 | 64.16% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,997,737 | 97,729 | 0.01% | 0.01% | 3 | +327,194 | 19.59% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,850,031 | 90,504 | 0.01% | 0.01% | 4 | +106,374 | 6.1% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | Added to | 1,598,249 | 78,186 | 2.53% | 2.59% | 5 | +143,882 | 9.89% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,414,173 | 70,340 | 0.12% | 0.11% | 6 | +244,229 | 20.88% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,344,106 | 65,753 | 0.0% | 0.0% | 7 | +1,197,466 | 816.6% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,126,205 | 55,093 | 0.06% | 0.07% | 8 | +152,635 | 15.68% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,064,859 | 52,093 | 0.82% | 0.7% | 9 | +146,883 | 16.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 801,773 | 39,222 | 0.01% | 0.01% | 10 | +295,114 | 58.25% | Q2 2026 | Sep 23, 2026 |
| &PARTNERS | History | Added to | 686,176 | 33,698 | 0.14% | 0.09% | 11 | +313,837 | 84.29% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 648,875 | 31,814 | 0.01% | 0.01% | 12 | +266,603 | 69.74% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 550,963 | 26,953 | 0.02% | 0.02% | 13 | +69,317 | 14.39% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 547,036 | 26,760 | 0.03% | 0.04% | 14 | -15,963 | -2.84% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 545,895 | 26,705 | 0.05% | 0.05% | 15 | +82,962 | 17.92% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 519,149 | 25,396 | 0.47% | 0.03% | 16 | +496,052 | 2147.69% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 481,367 | 23,548 | 0.13% | 0.12% | 17 | +54,325 | 12.72% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 477,206 | 23,426 | 0.0% | 0.0% | 18 | +60,495 | 14.52% | Q2 2026 | Aug 12, 2026 |
| KWB Wealth | History | Added to | 385,710 | 18,868 | 1.61% | 1.36% | 19 | +87,037 | 29.14% | Q2 2026 | Jul 10, 2026 |
| LifeGoal Investments, LLC | History | Added to | 338,466 | 16,557 | 7.58% | 7.69% | 20 | +54,564 | 19.22% | Q2 2026 | Jul 08, 2026 |
| Legacy CG, LLC | History | Added to | 307,601 | 15,047 | 3.85% | 3.74% | 21 | +21,357 | 7.46% | Q2 2026 | Jul 22, 2026 |
| EQUITABLE TRUST CO | History | Added to | 296,087 | 14,484 | 0.6% | 0.58% | 22 | +29,598 | 11.11% | Q2 2026 | Jul 23, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 295,720 | 14,466 | 6.16% | 5.97% | 23 | +34,596 | 13.25% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 286,191 | 14,000 | 0.09% | 0.1% | 24 | +25,533 | 9.8% | Q2 2026 | Sep 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 276,372 | 13,520 | 0.3% | 0.3% | 25 | +18,410 | 7.14% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | Added to | 275,760 | 13,490 | 0.0% | 0.0% | 26 | +209,826 | 318.24% | Q2 2026 | Aug 13, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 261,301 | 12,782 | 4.98% | 5.22% | 27 | +7,024 | 2.76% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 234,762 | 11,484 | 0.18% | 0.21% | 28 | -7,045 | -2.91% | Q2 2026 | Aug 10, 2026 |
| Jefferies Financial Group Inc. | History | New | 230,000 | 11,251 | 0.07% | — | 29 | +230,000 | New | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 227,421 | 11,125 | 0.02% | 0.02% | 30 | +17,389 | 8.28% | Q2 2026 | Aug 13, 2026 |
| Provident Living Financial Services, Inc. | History | Added to | 227,144 | 11,111 | 10.95% | 11.33% | 31 | +8,684 | 3.98% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 213,310 | 10,435 | 0.01% | 0.01% | 32 | +53,827 | 33.75% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 203,293 | 9,945 | 0.11% | 0.1% | 33 | +29,480 | 16.96% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 200,723 | 9,819 | 0.01% | 0.01% | 34 | +49,057 | 32.35% | Q2 2026 | Aug 12, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 186,874 | 9,141 | 1.64% | 1.88% | 35 | -3,864 | -2.03% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 179,350 | 8,774 | 0.02% | 0.02% | 36 | +38,934 | 27.73% | Q2 2026 | Jul 27, 2026 |
| NOVEM GROUP | History | Added to | 167,496 | 8,193 | 0.83% | 0.79% | 37 | +21,564 | 14.78% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 159,032 | 7,779 | 0.65% | 0.67% | 38 | +8,628 | 5.74% | Q2 2026 | Jul 29, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 150,613 | 7,368 | 0.64% | 0.63% | 39 | +9,206 | 6.51% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 147,478 | 7,214 | 0.01% | 0.0% | 40 | +137,179 | 1331.96% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | Added to | 140,236 | 6,860 | 0.01% | 0.01% | 41 | +12,605 | 9.88% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | New | 134,894 | 6,599 | 0.01% | — | 42 | +134,894 | New | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 133,185 | 6,515 | 0.26% | 0.64% | 43 | -176,427 | -56.98% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 129,699 | 6,344 | 0.21% | 0.1% | 44 | +76,164 | 142.27% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | Added to | 125,647 | 6,146 | 0.65% | 0.71% | 45 | +14,237 | 12.78% | Q2 2026 | Jul 22, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 122,169 | 5,977 | 0.15% | 0.17% | 46 | -1,821 | -1.47% | Q2 2026 | Jul 28, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 121,095 | 5,923 | 1.52% | 1.61% | 47 | +10,393 | 9.39% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 120,983 | 5,918 | 0.07% | 0.08% | 48 | +10,031 | 9.04% | Q2 2026 | Jul 22, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 120,030 | 5,871 | 0.55% | 0.56% | 49 | +12,471 | 11.59% | Q2 2026 | Aug 05, 2026 |
| Everest Financial Group LLC | History | Added to | 111,614 | 5,460 | 0.74% | 0.41% | 50 | +59,072 | 112.43% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 105,682 | 5,169 | 0.02% | 0.03% | 51 | -11,881 | -10.11% | Q2 2026 | Jul 27, 2026 |
| Asset One Wealth Management LLC | History | Added to | 96,324 | 4,795 | 0.51% | 0.52% | 52 | +1,199 | 1.26% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 94,802 | 4,637 | 0.31% | 0.28% | 53 | +21,308 | 28.99% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 94,623 | 4,628 | 0.04% | 0.03% | 54 | +28,628 | 43.38% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 92,661 | 4,532 | 0.01% | 0.0% | 55 | +22,200 | 31.51% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 88,533 | 4,331 | 0.02% | 0.02% | 56 | +10,538 | 13.51% | Q2 2026 | Aug 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 84,310 | 4,158 | 0.4% | 0.38% | 57 | +14,231 | 20.31% | Q2 2026 | Aug 04, 2026 |
| Atlas Wealth LLC | History | Added to | 79,783 | 3,902 | 0.56% | 0.9% | 58 | +15,698 | 24.5% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 77,589 | 3,795 | 0.02% | 0.02% | 59 | +7,542 | 10.77% | Q2 2026 | Jul 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 76,739 | 3,754 | 0.05% | 0.1% | 60 | -85,531 | -52.71% | Q2 2026 | Aug 18, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 76,223 | 3,728 | 0.6% | 0.18% | 61 | +55,398 | 266.02% | Q2 2026 | Jul 09, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 71,635 | 3,504 | 0.56% | 0.39% | 62 | +25,004 | 53.62% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 67,813 | 3,317 | 0.01% | 0.01% | 63 | +9,947 | 17.19% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 65,727 | 3,215 | 0.07% | 0.06% | 64 | +14,799 | 29.06% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 65,250 | 3,192 | 0.1% | 0.08% | 65 | +16,108 | 32.78% | Q2 2026 | Jul 09, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 64,935 | 3,176 | 0.86% | 1.58% | 66 | -42,930 | -39.8% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | Reduced | 62,319 | 3,048 | 0.04% | 0.05% | 67 | -389 | -0.62% | Q2 2026 | Jul 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 61,740 | 3,020 | 0.0% | 0.0% | 68 | +21,869 | 54.85% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 60,687 | 2,968 | 0.14% | 0.12% | 69 | +9,581 | 18.75% | Q2 2026 | Jul 23, 2026 |
| CLG LLC | History | Reduced | 57,755 | 2,825 | 0.62% | 1.06% | 70 | -33,404 | -36.64% | Q2 2026 | Jul 16, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 53,279 | 2,606 | 0.16% | 0.02% | 71 | +42,359 | 387.9% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 52,822 | 2,584 | 0.04% | — | 72 | +52,822 | New | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 51,287 | 2,508 | 0.04% | — | 73 | +51,287 | New | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 50,415 | 2,466 | 0.04% | 0.07% | 74 | +6,570 | 14.98% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 49,991 | 2,445 | 0.04% | 0.04% | 75 | -415 | -0.82% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 49,052 | 2,399 | 0.0% | 0.0% | 76 | +31,429 | 178.34% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 48,411 | 2,368 | 0.03% | 0.03% | 77 | -3,025 | -5.88% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | New | 45,953 | 2,248 | 0.0% | — | 78 | +45,953 | New | Q2 2026 | Sep 02, 2026 |
| NavPoint Financial, Inc. | History | Added to | 44,490 | 2,176 | 0.81% | 0.77% | 79 | +4,004 | 9.89% | Q2 2026 | Jul 23, 2026 |
| Nautilus Advisors LLC | History | Added to | 41,207 | 2,049 | 1.21% | 1.32% | 80 | +126 | 0.31% | Q2 2026 | Jul 14, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 41,202 | 2,015 | 1.25% | 1.47% | 81 | -4,794 | -10.42% | Q2 2026 | Jul 22, 2026 |
| Cedrus Wealth Group LLC | History | Reduced | 40,539 | 1,983 | 1.73% | 3.38% | 82 | -24,127 | -37.31% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 38,658 | 1,891 | 0.02% | 0.02% | 83 | +2,503 | 6.92% | Q2 2026 | Aug 11, 2026 |
| StrongBox Wealth, LLC | History | Added to | 37,633 | 1,841 | 0.52% | 0.57% | 84 | +22 | 0.06% | Q2 2026 | Jul 23, 2026 |
| Midwest Financial Group LLC | History | Added to | 36,437 | 1,782 | 0.63% | 0.52% | 85 | +10,669 | 41.4% | Q2 2026 | Jul 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34,630 | 1,694 | 0.0% | 0.0% | 86 | +25,230 | 268.4% | Q2 2026 | Aug 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 31,746 | 1,574 | 0.2% | 0.14% | 87 | +15,477 | 95.13% | Q2 2026 | Jul 24, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 32,032 | 1,566 | 0.35% | 0.38% | 88 | -75 | -0.23% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Reduced | 31,566 | 1,544 | 0.0% | 0.0% | 89 | -400 | -1.25% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 31,575 | 1,544 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | Added to | 31,047 | 1,519 | 0.04% | 0.04% | 91 | +1,788 | 6.11% | Q2 2026 | Aug 05, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 31,058 | 1,519 | 0.71% | 0.81% | 92 | -16 | -0.05% | Q2 2026 | Jul 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 30,078 | 1,471 | 0.02% | 0.01% | 93 | +4,691 | 18.48% | Q2 2026 | Aug 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 29,310 | 1,433 | 0.07% | 0.04% | 94 | +14,666 | 100.15% | Q2 2026 | Aug 10, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 27,650 | 1,352 | 0.15% | 0.12% | 95 | +4,674 | 20.34% | Q2 2026 | Jul 09, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 27,266 | 1,333 | 0.52% | 0.55% | 96 | +2,060 | 8.17% | Q2 2026 | Jul 08, 2026 |
| Bensler, LLC | History | Added to | 26,859 | 1,313 | 0.12% | 0.13% | 97 | +1,049 | 4.06% | Q2 2026 | Jul 23, 2026 |
| Waterfront Wealth Inc. | History | Added to | 25,826 | 1,277 | 0.2% | 0.16% | 98 | +6,891 | 36.39% | Q2 2026 | Jul 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 26,092 | 1,276 | 0.02% | 0.02% | 99 | +4,574 | 21.26% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | New | 25,647 | 1,254 | 0.01% | — | 100 | +25,647 | New | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Added to | 25,585 | 1,251 | 0.0% | 0.0% | 101 | +10,880 | 73.99% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 25,088 | 1,227 | 0.03% | 0.15% | 102 | -86,863 | -77.59% | Q2 2026 | Jul 29, 2026 |
| Bill Few Associates, Inc. | History | Added to | 24,119 | 1,179 | 0.25% | 0.26% | 103 | +1,137 | 4.95% | Q2 2026 | Jul 07, 2026 |
| Sigma Planning Corp | History | Reduced | 23,610 | 1,154 | 0.03% | 0.03% | 104 | -1,585 | -6.29% | Q2 2026 | Aug 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 21,901 | 1,071 | 0.07% | 0.07% | 105 | +2,967 | 15.67% | Q2 2026 | Jul 20, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 21,017 | 1,028 | 0.49% | 0.12% | 106 | +16,269 | 342.65% | Q2 2026 | Aug 12, 2026 |
| Walker Asset Management, LLC | History | Added to | 20,903 | 1,022 | 0.52% | 0.44% | 108 | +3,500 | 20.11% | Q2 2026 | Jul 10, 2026 |
| Intelligent Financial Strategies | History | No change | 20,903 | 1,022 | 0.49% | 0.51% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 20,847 | 1,019 | 0.39% | 0.3% | 109 | +6,344 | 43.74% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,234 | 989 | 0.02% | 0.02% | 110 | +4,625 | 29.63% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 20,202 | 988 | 0.02% | 0.02% | 111 | +1,615 | 8.69% | Q2 2026 | Jul 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 20,089 | 982 | 0.31% | 0.3% | 112 | +2,924 | 17.03% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | New | 19,854 | 971 | 0.01% | — | 113 | +19,854 | New | Q2 2026 | Jul 28, 2026 |
| X ADVISORS, LLC | History | New | 18,959 | 950 | 2.53% | — | 114 | +18,959 | New | Q2 2026 | Aug 11, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 19,055 | 932 | 0.09% | 0.08% | 115 | +4,085 | 27.29% | Q2 2026 | Jul 13, 2026 |
| LongView Wealth Management | History | Reduced | 18,809 | 920 | 0.24% | 0.23% | 116 | -261 | -1.37% | Q2 2026 | Jul 17, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 18,500 | 905 | 0.31% | 0.37% | 117 | -342 | -1.82% | Q2 2026 | Aug 10, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 18,162 | 888 | 0.17% | 0.12% | 118 | +7,040 | 63.3% | Q2 2026 | Aug 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 18,623 | 875 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arnhold LLC | History | Added to | 17,145 | 838 | 0.06% | 0.04% | 120 | +5,091 | 42.23% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,381 | 801 | 0.0% | 0.0% | 121 | +2,219 | 15.67% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,603 | 763 | 0.0% | 0.0% | 122 | +5,800 | 59.17% | Q2 2026 | Aug 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 15,128 | 740 | 0.34% | 0.37% | 123 | +1,033 | 7.33% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,742 | 721 | 0.0% | 0.0% | 124 | -44,791 | -75.24% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | New | 14,481 | 708 | 0.07% | — | 125 | +14,481 | New | Q2 2026 | Jul 23, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 14,210 | 695 | 0.03% | — | 126 | +14,210 | New | Q2 2026 | Aug 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 14,201 | 694 | 0.14% | 0.13% | 127 | +1,388 | 10.83% | Q2 2026 | Aug 10, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | New | 13,892 | 679 | 0.28% | — | 128 | +13,892 | New | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 13,772 | 673 | 0.0% | — | 129 | +13,772 | New | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,320 | 652 | 0.03% | — | 130 | +13,320 | New | Q2 2026 | Aug 14, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 13,199 | 645 | 0.46% | 0.53% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 12,878 | 639 | 0.25% | 0.26% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,041 | 637 | 0.0% | 0.0% | 133 | +7,921 | 154.71% | Q2 2026 | Jul 28, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 12,859 | 629 | 0.42% | 0.29% | 134 | +4,552 | 54.8% | Q2 2026 | Jul 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 12,345 | 603 | 0.09% | 0.06% | 135 | +3,562 | 40.56% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,167 | 595 | 0.0% | 0.0% | 136 | +2,452 | 25.24% | Q2 2026 | Aug 18, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 11,867 | 580 | 0.37% | 0.37% | 137 | +1,076 | 9.97% | Q2 2026 | Jul 31, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,732 | 573 | 0.03% | 0.02% | 138 | +5,568 | 90.33% | Q2 2026 | Jul 23, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 11,729 | 573 | 0.18% | 0.22% | 139 | -1,325 | -10.15% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 11,527 | 563 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 11,443 | 559 | 0.02% | 0.02% | 141 | +2,294 | 25.07% | Q2 2026 | Aug 05, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 11,291 | 552 | 0.33% | 0.73% | 142 | -8,975 | -44.29% | Q2 2026 | Aug 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 11,127 | 544 | 0.1% | 0.06% | 143 | +4,966 | 80.6% | Q2 2026 | Aug 12, 2026 |
| Purkiss Capital Advisors LLC | History | New | 11,110 | 543 | 0.21% | — | 144 | +11,110 | New | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,670 | 521 | 0.02% | 0.02% | 145 | +1,616 | 17.85% | Q2 2026 | Jul 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 10,207 | 499 | 0.02% | 0.01% | 146 | +5,528 | 118.14% | Q2 2026 | Aug 11, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 10,048 | 491 | 0.27% | 0.3% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PKS Advisory Services, LLC | History | Added to | 9,988 | 488 | 0.08% | 0.11% | 148 | +368 | 3.83% | Q2 2026 | Aug 04, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 9,605 | 469 | 0.28% | 0.26% | 149 | +1,608 | 20.11% | Q2 2026 | Aug 03, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | New | 9,408 | 460 | 0.07% | — | 150 | +9,408 | New | Q2 2026 | Jul 22, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 9,388 | 459 | 0.08% | 0.08% | 151 | +1,419 | 17.81% | Q2 2026 | Jul 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,360 | 457 | 0.02% | 0.02% | 152 | +921 | 10.91% | Q2 2026 | Jul 27, 2026 |
| ENTREWEALTH, LLC | History | New | 8,706 | 453 | 0.17% | — | 153 | +8,706 | New | Q2 2026 | Aug 13, 2026 |
| Austin Wealth Management, LLC | History | Added to | 8,692 | 431 | 0.09% | 0.09% | 154 | +474 | 5.77% | Q2 2026 | Jul 22, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 8,802 | 430 | 0.15% | 0.16% | 155 | -400 | -4.35% | Q2 2026 | Aug 03, 2026 |
| WNY Asset Management, LLC | History | Added to | 8,387 | 410 | 0.04% | 0.03% | 156 | +2,039 | 32.12% | Q2 2026 | Aug 17, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,931 | 387 | 0.24% | 0.17% | 157 | +2,708 | 51.85% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,878 | 385 | 0.0% | 0.0% | 158 | +510 | 6.92% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | New | 7,605 | 372 | 0.0% | — | 159 | +7,605 | New | Q2 2026 | Aug 14, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 7,360 | 360 | 0.29% | — | 160 | +7,360 | New | Q2 2026 | Jul 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,268 | 355 | 0.0% | 0.0% | 161 | +1,530 | 26.66% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 7,157 | 350 | 0.01% | — | 162 | +7,157 | New | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,860 | 335 | 0.0% | 0.0% | 163 | -300 | -4.19% | Q2 2026 | Sep 23, 2026 |
| Gradient Capital Advisors, LLC | History | New | 6,829 | 334 | 0.08% | — | 164 | +6,829 | New | Q2 2026 | Jul 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,314 | 308 | 0.0% | 0.0% | 165 | +463 | 7.91% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | New | 6,072 | 297 | 0.0% | — | 166 | +6,072 | New | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | Added to | 5,836 | 282 | 0.0% | 0.0% | 167 | +1,352 | 30.15% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 5,036 | 246 | 0.0% | — | 168 | +5,036 | New | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,000 | 244 | 0.0% | 0.0% | 169 | +1,100 | 28.21% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | New | 4,650 | 227 | 0.01% | — | 170 | +4,650 | New | Q2 2026 | Jul 23, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 4,611 | 225 | 0.04% | — | 171 | +4,611 | New | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | New | 4,330 | 211 | 0.03% | — | 172 | +4,330 | New | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,029 | 197 | 0.02% | 0.02% | 173 | -59 | -1.44% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,820 | 186 | 0.0% | 0.0% | 174 | -576 | -13.1% | Q2 2026 | Jul 17, 2026 |
| Allied Private Wealth LLC | History | New | 3,771 | 185 | 0.12% | — | 175 | +3,771 | New | Q2 2026 | Jul 09, 2026 |
| WPG Advisers, LLC | History | Added to | 2,911 | 142 | 0.08% | 0.08% | 176 | +570 | 24.35% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 2,794 | 136 | 0.0% | 0.0% | 177 | +1,085 | 63.49% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 2,600 | 127 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 2,200 | 107 | 0.03% | 0.0% | 179 | +2,000 | 1000.0% | Q2 2026 | Jul 24, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,741 | 85 | 0.04% | 0.04% | 180 | +50 | 2.96% | Q2 2026 | Jul 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,656 | 81 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Legacies Wealth LLC | History | No change | 1,129 | 55 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CWM, LLC | History | No change | 1,150 | 54 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,016 | 49 | 0.0% | 0.0% | 184 | +775 | 321.58% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | New | 838 | 40 | 0.01% | — | 185 | +838 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 838 | 39 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 723 | 35 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 690 | 33 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COUNTRY TRUST BANK | History | New | 525 | 25 | 0.0% | — | 189 | +525 | New | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 456 | 22 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | No change | 323 | 15 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 307 | 15 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | New | 300 | 14 | 0.01% | — | 194 | +300 | New | Q2 2026 | Aug 05, 2026 |
| JPL Wealth Management, LLC | History | New | 291 | 14 | 0.0% | — | 193 | +291 | New | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 182 | 8 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | New | 103 | 5 | 0.0% | — | 196 | +103 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 43 | 2 | 0.0% | — | 197 | +43 | New | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.27% | — | -69,416 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -53,468 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wolfstich Capital, LLC | History | Closed out | 0 | 0 | — | 2.0% | — | -28,325 | -100.0% | Q2 2026 | Jul 24, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,385 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -6,225 | -100.0% | Q2 2026 | Aug 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,129 | -100.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,946 | -100.0% | Q2 2026 | Jul 31, 2026 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,772 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,931 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,444 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q2 2026 | Jul 30, 2026 |