VanEck ETF Trust - FLTR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 4,555,378 | 116,663 | 0.02% | 0.02% | 1 | +346,612 | 8.24% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,554,828 | 116,649 | 0.22% | 0.26% | 2 | -8,551 | -0.19% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 4,274,213 | 109,462 | 0.02% | 0.03% | 3 | -392,925 | -8.42% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,403,550 | 87,164 | 0.01% | 0.0% | 4 | +1,708,700 | 100.82% | Q2 2026 | Aug 14, 2026 |
| Kensington Asset Management, LLC | History | Added to | 3,314,952 | 84,895 | 4.63% | 4.15% | 5 | +325,573 | 10.89% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,153,628 | 80,764 | 7.69% | 10.58% | 6 | -865,790 | -21.54% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,554,661 | 65,424 | 0.0% | 0.0% | 7 | +182,545 | 7.7% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,045,817 | 52,393 | 0.01% | 0.02% | 8 | -23,278 | -1.13% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 1,802,790 | 46,169 | 0.01% | 0.01% | 9 | -738,455 | -29.06% | Q2 2026 | Aug 13, 2026 |
| Fusion Capital, LLC | History | Added to | 1,526,730 | 39,099 | 9.08% | 9.88% | 10 | +89,302 | 6.21% | Q2 2026 | Aug 05, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 1,104,702 | 28,291 | 5.67% | 5.62% | 11 | +102,319 | 10.21% | Q2 2026 | Aug 07, 2026 |
| Insight Wealth Strategies, LLC | History | New | 1,105,715 | 28,228 | 2.76% | — | 12 | +1,105,715 | New | Q2 2026 | Jul 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,056,143 | 27,034 | 0.01% | 0.0% | 13 | +332,731 | 45.99% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 817,993 | 20,948 | 0.01% | 0.01% | 14 | -11,623 | -1.4% | Q2 2026 | Aug 13, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 670,630 | 17,174 | 11.24% | 11.55% | 15 | +48,772 | 7.84% | Q2 2026 | Aug 05, 2026 |
| Demars Financial Group, LLC | History | Added to | 660,006 | 16,902 | 4.68% | 4.84% | 16 | +83,576 | 14.5% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 595,180 | 15,242 | 0.03% | 0.03% | 17 | +119,371 | 25.09% | Q2 2026 | Aug 07, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 581,638 | 14,895 | 4.87% | 3.98% | 18 | +123,316 | 26.91% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 576,532 | 14,765 | 0.03% | 0.04% | 19 | -61,210 | -9.6% | Q2 2026 | Jul 27, 2026 |
| White Pine Investment CO | History | Added to | 575,230 | 14,732 | 3.14% | 3.29% | 20 | +19,905 | 3.58% | Q2 2026 | Jul 20, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 528,739 | 13,504 | 4.02% | 3.4% | 21 | -14,495 | -2.67% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | Added to | 511,822 | 13,108 | 0.02% | 0.01% | 22 | +178,464 | 53.54% | Q2 2026 | Aug 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 487,112 | 12,474 | 0.0% | 0.0% | 23 | -104,208 | -17.62% | Q2 2026 | Sep 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 486,022 | 12,447 | 0.56% | 0.58% | 24 | -15,121 | -3.02% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 480,200 | 12,297 | 0.15% | 0.15% | 25 | +38,697 | 8.76% | Q2 2026 | Aug 18, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 442,042 | 11,320 | 1.84% | 1.11% | 26 | +257,570 | 139.63% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 392,867 | 10,061 | 0.01% | 0.01% | 27 | +10,653 | 2.79% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 392,618 | 10,054 | 0.01% | 0.01% | 28 | -26,477 | -6.32% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | New | 392,126 | 10,042 | 0.02% | — | 29 | +392,126 | New | Q2 2026 | Aug 14, 2026 |
| Anson Capital, Inc. | History | Added to | 383,146 | 9,812 | 6.38% | 6.41% | 30 | +15,190 | 4.13% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 380,015 | 9,732 | 0.01% | 0.02% | 31 | -30,074 | -7.33% | Q2 2026 | Aug 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 378,035 | 9,681 | 2.35% | 4.7% | 32 | +26,197 | 7.45% | Q2 2026 | Aug 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 372,818 | 9,547 | 0.5% | 0.58% | 33 | +7,825 | 2.14% | Q2 2026 | Jul 29, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 341,380 | 8,742 | 2.63% | 2.82% | 34 | +9,152 | 2.75% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | Added to | 325,849 | 8,344 | 1.11% | 0.71% | 35 | +143,054 | 78.26% | Q2 2026 | Aug 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 325,376 | 8,332 | 0.55% | 0.62% | 36 | +768 | 0.24% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 319,364 | 8,171 | 0.99% | — | 37 | +319,364 | New | Q2 2026 | Aug 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 303,888 | 7,782 | 0.49% | 0.54% | 38 | +18,739 | 6.57% | Q2 2026 | Jul 30, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 280,947 | 7,195 | 1.01% | 0.82% | 39 | -13,218 | -4.49% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 272,944 | 6,990 | 0.14% | 0.15% | 40 | +13,077 | 5.03% | Q2 2026 | Aug 06, 2026 |
| Ferguson Shapiro LLC | History | New | 258,711 | 6,625 | 1.94% | — | 41 | +258,711 | New | Q2 2026 | Jul 09, 2026 |
| Systelligence, LLC | History | Added to | 251,058 | 6,429 | 1.07% | 0.23% | 42 | +205,229 | 447.81% | Q2 2026 | Jul 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 243,513 | 6,236 | 1.68% | 1.78% | 43 | +7,509 | 3.18% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 239,768 | 6,135 | 0.0% | 0.0% | 44 | +67,740 | 39.38% | Q2 2026 | Aug 14, 2026 |
| Montis Financial, LLC | History | Added to | 239,348 | 6,129 | 1.25% | 1.19% | 45 | +13,469 | 5.96% | Q2 2026 | Aug 05, 2026 |
| Bensler, LLC | History | Reduced | 226,117 | 5,790 | 0.51% | 0.67% | 46 | -28,875 | -11.32% | Q2 2026 | Jul 23, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 220,459 | 5,645 | 1.36% | 1.18% | 47 | +26,679 | 13.77% | Q2 2026 | Jul 28, 2026 |
| CWC Advisors, LLC. | History | Added to | 213,211 | 5,460 | 2.42% | 2.5% | 48 | +6,678 | 3.23% | Q2 2026 | Jul 21, 2026 |
| Sovran Advisors, LLC | History | Added to | 212,498 | 5,437 | 0.4% | 0.19% | 49 | +117,678 | 124.11% | Q2 2026 | Jul 29, 2026 |
| Bellars Harris Wealth Management, LLC | History | New | 185,994 | 4,763 | 0.97% | — | 50 | +185,994 | New | Q2 2026 | Aug 06, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 185,621 | 4,753 | 0.25% | 0.28% | 51 | -5,872 | -3.07% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 184,048 | 4,713 | 0.13% | 0.15% | 52 | +2,310 | 1.27% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 179,820 | 4,605 | 0.02% | 0.03% | 53 | -13,648 | -7.05% | Q2 2026 | Aug 18, 2026 |
| Private Advisory Group LLC | History | Added to | 179,412 | 4,594 | 0.25% | 0.21% | 54 | +53,792 | 42.82% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Added to | 168,993 | 4,424 | 0.02% | 0.02% | 55 | +34,352 | 25.51% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 172,534 | 4,418 | 0.05% | 0.06% | 56 | -19,068 | -9.95% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 170,617 | 4,369 | 0.05% | — | 57 | +170,617 | New | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 170,242 | 4,360 | 0.0% | 0.0% | 58 | +51,362 | 43.2% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | New | 166,592 | 4,266 | 0.13% | — | 59 | +166,592 | New | Q2 2026 | Jul 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 166,281 | 4,258 | 0.03% | 0.04% | 60 | -42,753 | -20.45% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 160,750 | 4,116 | 0.01% | 0.01% | 61 | +8,490 | 5.58% | Q2 2026 | Jul 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 155,198 | 3,974 | 0.03% | 0.03% | 62 | -12,726 | -7.58% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 149,897 | 3,838 | 0.21% | 0.2% | 63 | +20,532 | 15.87% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 148,647 | 3,806 | 0.0% | 0.0% | 64 | +43,576 | 41.47% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | Reduced | 147,905 | 3,787 | 0.65% | 0.75% | 65 | -1,455 | -0.97% | Q2 2026 | Jul 23, 2026 |
| Asset One Wealth Management LLC | History | Added to | 146,951 | 3,756 | 0.4% | 0.34% | 66 | +26,356 | 21.85% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 145,022 | 3,714 | 0.0% | 0.0% | 67 | +115,022 | 383.41% | Q2 2026 | Aug 14, 2026 |
| Redwood Financial Network Corp | History | Reduced | 139,525 | 3,573 | 1.98% | 2.43% | 68 | -5,944 | -4.09% | Q2 2026 | Aug 07, 2026 |
| Fortis Capital Management LLC | History | Added to | 138,500 | 3,546 | 0.4% | 0.34% | 69 | +9,042 | 6.98% | Q2 2026 | Aug 12, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Added to | 136,878 | 3,505 | 2.75% | 2.93% | 70 | +2,167 | 1.61% | Q2 2026 | Aug 11, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 133,885 | 3,423 | 1.51% | 1.66% | 71 | +4,633 | 3.58% | Q2 2026 | Jul 14, 2026 |
| J. M. Brown & Associates Inc. | History | New | 131,784 | 3,374 | 1.93% | — | 72 | +131,784 | New | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 131,723 | 3,363 | 0.16% | 0.18% | 73 | -1,098 | -0.83% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 129,201 | 3,308 | 0.05% | 0.23% | 74 | -428,036 | -76.81% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 128,710 | 3,296 | 0.06% | 0.08% | 75 | -8,250 | -6.02% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 121,281 | 3,106 | 0.19% | 0.2% | 76 | +13,069 | 12.08% | Q2 2026 | Aug 07, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 115,648 | 2,961 | 1.06% | 1.17% | 77 | -716 | -0.62% | Q2 2026 | Aug 04, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 115,403 | 2,955 | 2.73% | 3.05% | 78 | -79 | -0.07% | Q2 2026 | Jul 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 114,988 | 2,944 | 0.01% | 0.02% | 79 | +5,527 | 5.05% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 110,908 | 2,838 | 0.0% | 0.0% | 80 | +26,959 | 32.11% | Q2 2026 | Aug 12, 2026 |
| Smith Partners Wealth Management, LLC | History | Added to | 110,369 | 2,826 | 2.25% | 1.83% | 81 | +30,356 | 37.94% | Q2 2026 | Aug 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 110,323 | 2,825 | 0.28% | 0.31% | 82 | +266 | 0.24% | Q2 2026 | Jul 09, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 110,104 | 2,819 | 0.18% | 0.21% | 83 | +4,985 | 4.74% | Q2 2026 | Jul 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 108,978 | 2,790 | 0.06% | 0.07% | 84 | +3,415 | 3.24% | Q2 2026 | Jul 17, 2026 |
| Tidemark, LLC | History | Added to | 106,004 | 2,714 | 0.61% | 0.67% | 85 | +1,816 | 1.74% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 105,021 | 2,689 | 0.04% | — | 86 | +105,021 | New | Q2 2026 | Aug 06, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 104,932 | 2,687 | 0.99% | 1.08% | 87 | +4,068 | 4.03% | Q2 2026 | Jul 21, 2026 |
| Ascent Advisors, LLC | History | New | 94,160 | 2,403 | 2.77% | — | 88 | +94,160 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 91,389 | 2,340 | 0.0% | 0.0% | 89 | +16,162 | 21.48% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 88,649 | 2,270 | 0.89% | — | 90 | +88,649 | New | Q2 2026 | Jul 21, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 88,177 | 2,258 | 0.11% | 0.16% | 91 | -26,307 | -22.98% | Q2 2026 | Jul 28, 2026 |
| Advisor OS, LLC | History | Added to | 87,184 | 2,232 | 0.15% | 0.1% | 92 | +32,081 | 58.22% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 82,817 | 2,121 | 0.03% | 0.04% | 93 | -1,616 | -1.91% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | New | 77,195 | 1,970 | 0.01% | — | 94 | +77,195 | New | Q2 2026 | Jul 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 76,483 | 1,958 | 0.02% | 0.02% | 95 | +5,756 | 8.14% | Q2 2026 | Aug 03, 2026 |
| Coppell Advisory Solutions LLC | History | New | 95,845 | 1,915 | 0.16% | — | 96 | +95,845 | New | Q2 2026 | Aug 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 74,720 | 1,913 | 1.64% | 1.11% | 97 | +38,048 | 103.75% | Q2 2026 | Jul 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 72,532 | 1,857 | 0.07% | 0.13% | 98 | -659 | -0.9% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 72,025 | 1,844 | 0.06% | 0.0% | 100 | +71,010 | 6996.06% | Q2 2026 | Jul 24, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 72,026 | 1,844 | 0.35% | 0.47% | 99 | -23,833 | -24.86% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 71,169 | 1,822 | 0.01% | 0.01% | 101 | +7,239 | 11.32% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 69,659 | 1,783 | 0.05% | 0.05% | 102 | +3,709 | 5.62% | Q2 2026 | Jul 07, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 64,674 | 1,656 | 1.24% | 1.5% | 103 | -5,190 | -7.43% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 64,587 | 1,654 | 0.04% | 0.05% | 104 | -18,607 | -22.37% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 61,684 | 1,580 | 0.01% | 0.01% | 105 | +6,147 | 11.07% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 59,812 | 1,531 | 0.05% | 0.04% | 106 | +19,017 | 46.62% | Q2 2026 | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 55,970 | 1,433 | 0.08% | 0.07% | 107 | +13,970 | 33.26% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 52,379 | 1,341 | 0.02% | 0.01% | 108 | +9,349 | 21.73% | Q2 2026 | Aug 12, 2026 |
| Fortune Financial Group, Inc. | History | New | 51,577 | 1,320 | 1.03% | — | 109 | +51,577 | New | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,223 | 1,311 | 0.01% | 0.0% | 110 | +30,774 | 150.49% | Q2 2026 | Jul 17, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 51,181 | 1,310 | 0.39% | 0.43% | 111 | -265 | -0.52% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 50,812 | 1,301 | 0.02% | 0.02% | 112 | +12,501 | 32.63% | Q2 2026 | Jul 20, 2026 |
| VIMA LLC | History | New | 49,994 | 1,280 | 1.25% | — | 113 | +49,994 | New | Q2 2026 | Jul 24, 2026 |
| PFG Advisors | History | Added to | 49,585 | 1,269 | 0.06% | 0.05% | 114 | +7,248 | 17.12% | Q2 2026 | Jul 16, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 48,089 | 1,231 | 0.62% | 0.77% | 115 | -2,078 | -4.14% | Q2 2026 | Jul 13, 2026 |
| City Center Advisors, LLC | History | Added to | 47,450 | 1,215 | 0.98% | 0.98% | 116 | +5,700 | 13.65% | Q2 2026 | Jul 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 47,021 | 1,204 | 0.19% | 0.2% | 117 | +4,952 | 11.77% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 46,031 | 1,178 | 0.01% | 0.01% | 118 | +4,938 | 12.02% | Q2 2026 | Aug 17, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 45,171 | 1,156 | 0.02% | 0.02% | 119 | -5,104 | -10.15% | Q2 2026 | Aug 10, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 42,824 | 1,096 | 0.24% | 0.25% | 121 | -488 | -1.13% | Q2 2026 | Jul 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 42,819 | 1,096 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 40,952 | 1,048 | 0.37% | 0.35% | 122 | +3,565 | 9.54% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 40,575 | 1,039 | 0.01% | 0.01% | 123 | +1,240 | 3.15% | Q2 2026 | Jul 28, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 39,916 | 1,022 | 1.0% | 1.27% | 124 | -9,729 | -19.6% | Q2 2026 | Aug 05, 2026 |
| Royal Fund Management, LLC | History | Added to | 39,146 | 1,002 | 0.08% | 0.09% | 125 | +2,746 | 7.54% | Q2 2026 | Jul 20, 2026 |
| WESPAC Advisors, LLC | History | Added to | 39,110 | 1,001 | 0.49% | 0.46% | 126 | +6,335 | 19.33% | Q2 2026 | Aug 10, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 38,006 | 973 | 0.23% | 0.29% | 127 | -3,281 | -7.95% | Q2 2026 | Aug 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 37,827 | 968 | 0.0% | 0.0% | 128 | -4,539 | -10.71% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 37,127 | 950 | 0.03% | 0.04% | 129 | +3 | 0.01% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | Reduced | 34,602 | 886 | 0.1% | 0.12% | 130 | -1,755 | -4.83% | Q2 2026 | Jul 27, 2026 |
| Robinhood Asset Management, LLC | History | Reduced | 33,370 | 854 | 0.05% | 0.06% | 131 | -1,708 | -4.87% | Q2 2026 | Aug 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 32,442 | 830 | 0.07% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Warner Group LLC | History | New | 32,202 | 824 | 0.2% | — | 133 | +32,202 | New | Q2 2026 | Jul 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 31,545 | 807 | 0.04% | 0.04% | 134 | -675 | -2.09% | Q2 2026 | Aug 11, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 31,368 | 803 | 0.48% | 0.53% | 135 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JT Stratford LLC | History | Added to | 31,072 | 795 | 0.09% | 0.09% | 136 | +2,429 | 8.48% | Q2 2026 | Aug 14, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 30,588 | 783 | 0.15% | 0.17% | 137 | -1,600 | -4.97% | Q2 2026 | Jul 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 30,444 | 779 | 0.0% | 0.0% | 138 | -685 | -2.2% | Q2 2026 | Jul 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 30,222 | 773 | 0.5% | 0.5% | 139 | +1,701 | 5.96% | Q2 2026 | Jul 24, 2026 |
| WBH ADVISORY INC | History | Added to | 29,921 | 766 | 0.05% | 0.03% | 140 | +14,261 | 91.07% | Q2 2026 | Aug 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 29,747 | 761 | 0.01% | 0.01% | 141 | +49 | 0.16% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 29,670 | 759 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 29,323 | 751 | 0.0% | 0.0% | 143 | +6,582 | 28.94% | Q2 2026 | Aug 05, 2026 |
| Philadelphia Investment Partners, LLC | History | Added to | 27,439 | 702 | 0.44% | 0.39% | 144 | +4,781 | 21.1% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 27,372 | 700 | 0.01% | 0.01% | 145 | +3,153 | 13.02% | Q2 2026 | Jul 15, 2026 |
| Pointe Capital Management LLC | History | Reduced | 27,314 | 699 | 0.31% | 0.36% | 146 | -1,260 | -4.41% | Q2 2026 | Aug 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 26,904 | 689 | 0.17% | 0.1% | 147 | +14,281 | 113.13% | Q2 2026 | Aug 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 26,105 | 668 | 0.0% | 0.01% | 148 | -461 | -1.74% | Q2 2026 | Sep 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 25,672 | 657 | 0.01% | 0.02% | 149 | -9,893 | -27.82% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,587 | 655 | 0.0% | 0.0% | 150 | -220 | -0.85% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 25,309 | 648 | 0.01% | 0.01% | 151 | -3,567 | -12.35% | Q2 2026 | Jul 27, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 24,758 | 634 | 0.3% | 0.3% | 152 | +40 | 0.16% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 24,268 | 621 | 0.04% | 0.04% | 153 | -2,804 | -10.36% | Q2 2026 | Aug 04, 2026 |
| Grantvest Financial Group LLC | History | Added to | 23,749 | 608 | 0.35% | 0.15% | 154 | +14,467 | 155.86% | Q2 2026 | Aug 07, 2026 |
| Mirador Capital Partners LP | History | Added to | 23,703 | 607 | 0.07% | 0.08% | 155 | +1,651 | 7.49% | Q2 2026 | Jul 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 23,567 | 603 | 0.01% | 0.01% | 156 | -7,701 | -24.63% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 23,011 | 589 | 0.0% | 0.0% | 157 | -4,713 | -17.0% | Q2 2026 | Aug 11, 2026 |
| Financial Management, Inc. | History | Added to | 20,806 | 532 | 0.44% | 0.49% | 158 | +228 | 1.11% | Q2 2026 | Aug 12, 2026 |
| Independent Wealth Network Inc. | History | No change | 20,173 | 516 | 0.13% | 0.15% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Centurion Wealth Management LLC | History | No change | 20,000 | 512 | 0.12% | 0.11% | 160 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 19,747 | 505 | 0.0% | 0.0% | 161 | -12,828 | -39.38% | Q2 2026 | Jul 27, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 19,680 | 501 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,000 | 486 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 18,334 | 469 | 0.0% | 0.01% | 164 | -77 | -0.42% | Q2 2026 | Aug 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,919 | 433 | 0.02% | 0.03% | 165 | +125 | 0.74% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,460 | 421 | 0.01% | 0.01% | 166 | +1,011 | 6.54% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | New | 16,332 | 418 | 0.01% | — | 167 | +16,332 | New | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 16,285 | 417 | 0.0% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | No change | 16,285 | 417 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 16,023 | 410 | 0.06% | 0.08% | 170 | -1,439 | -8.24% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | New | 15,780 | 404 | 0.01% | — | 171 | +15,780 | New | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 15,227 | 389 | 0.01% | 0.01% | 172 | -964 | -5.95% | Q2 2026 | Jul 29, 2026 |
| Betterment LLC | History | Added to | 15,015 | 385 | 0.0% | 0.0% | 173 | +159 | 1.07% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 15,027 | 384 | 0.03% | 0.03% | 174 | +1,404 | 10.31% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 14,927 | 382 | 0.05% | 0.07% | 175 | -2,807 | -15.83% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 14,931 | 382 | 0.0% | 0.0% | 176 | -2,807 | -15.82% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 14,594 | 373 | 0.0% | 0.0% | 177 | +1,240 | 9.29% | Q2 2026 | Jul 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 14,600 | 373 | 0.02% | 0.03% | 178 | -1,000 | -6.41% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,072 | 360 | 0.0% | 0.0% | 179 | +398 | 2.91% | Q2 2026 | Aug 05, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 13,967 | 357 | 0.21% | — | 180 | +13,967 | New | Q2 2026 | Aug 10, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 13,827 | 354 | 0.05% | 0.06% | 181 | -1,380 | -9.07% | Q2 2026 | Jul 17, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 13,223 | 338 | 0.23% | 0.24% | 182 | +640 | 5.09% | Q2 2026 | Jul 23, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 13,000 | 332 | 0.23% | 0.31% | 183 | -3,750 | -22.39% | Q2 2026 | Jul 16, 2026 |
| Heck Capital Advisors, LLC | History | No change | 12,979 | 332 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 12,565 | 321 | 0.05% | 0.13% | 185 | -15,950 | -55.94% | Q2 2026 | Aug 14, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 12,570 | 321 | 0.21% | 0.19% | 186 | +21 | 0.17% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 12,186 | 312 | 0.0% | 0.0% | 187 | -3,504 | -22.33% | Q2 2026 | Aug 12, 2026 |
| OneAscent Family Office, LLC | History | Added to | 12,065 | 308 | 0.16% | 0.21% | 188 | +172 | 1.45% | Q2 2026 | Aug 11, 2026 |
| Callan Family Office, LLC | History | No change | 11,938 | 305 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 11,850 | 303 | 0.01% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 11,707 | 299 | 0.1% | 0.14% | 191 | -1,662 | -12.43% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,775 | 276 | 0.01% | 0.01% | 192 | -1,617 | -13.05% | Q2 2026 | Aug 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 10,656 | 272 | 0.06% | — | 194 | +10,656 | New | Q2 2026 | Jul 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 10,648 | 272 | 0.03% | 0.02% | 193 | +2,456 | 29.98% | Q2 2026 | Jul 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 10,508 | 269 | 0.02% | 0.03% | 195 | +116 | 1.12% | Q2 2026 | Jul 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 10,360 | 265 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kelly Financial Services LLC | History | Added to | 10,245 | 262 | 0.06% | 0.06% | 197 | +1,230 | 13.64% | Q2 2026 | Jul 14, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Reduced | 10,071 | 257 | 0.19% | 0.27% | 198 | -1,901 | -15.88% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | Reduced | 9,944 | 254 | 0.0% | 0.0% | 199 | -8,537 | -46.19% | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 9,809 | 251 | 0.03% | 0.03% | 200 | +1,227 | 14.3% | Q2 2026 | Aug 14, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 9,737 | 249 | 0.06% | — | 201 | +9,737 | New | Q2 2026 | Jul 16, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 9,713 | 248 | 0.06% | 0.07% | 203 | -335 | -3.33% | Q2 2026 | Jul 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 9,710 | 248 | 0.0% | 0.01% | 202 | +70 | 0.73% | Q2 2026 | Jul 21, 2026 |
| Mariner, LLC | History | New | 9,550 | 244 | 0.0% | — | 204 | +9,550 | New | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,452 | 242 | 0.0% | 0.0% | 205 | -1,450 | -13.3% | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 9,467 | 242 | 0.01% | 0.01% | 206 | -330 | -3.37% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 9,250 | 236 | 0.0% | 0.01% | 208 | -7,325 | -44.19% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 9,250 | 236 | 0.01% | 0.01% | 207 | +800 | 9.47% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 9,185 | 234 | 0.0% | — | 209 | +9,185 | New | Q2 2026 | Jul 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 9,059 | 232 | 0.03% | 0.04% | 210 | -3,650 | -28.72% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 8,990 | 230 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,891 | 227 | 0.0% | 0.0% | 212 | -751 | -7.79% | Q2 2026 | Aug 03, 2026 |
| Kaizen Financial Strategies | History | Added to | 8,396 | 214 | 0.07% | 0.09% | 213 | +62 | 0.74% | Q2 2026 | Jul 30, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,300 | 212 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AGF MANAGEMENT LTD | History | New | 8,045 | 206 | 0.0% | — | 215 | +8,045 | New | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,512 | 192 | 0.0% | 0.0% | 216 | +6,915 | 1158.29% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,592 | 168 | 0.0% | 0.0% | 217 | -1,252 | -15.96% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,600 | 117 | 0.0% | 0.0% | 218 | +2,600 | 130.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | New | 4,182 | 107 | 0.0% | — | 219 | +4,182 | New | Q2 2026 | Jul 30, 2026 |
| CENTRAL TRUST Co | History | No change | 4,025 | 103 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Colonial Trust Co / SC | History | No change | 3,528 | 90 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Added to | 3,449 | 88 | 0.0% | 0.0% | 222 | +178 | 5.44% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,103 | 79 | 0.0% | 0.0% | 223 | +1,972 | 174.36% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 2,246 | 57 | 0.0% | 0.0% | 224 | +1,452 | 182.87% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,167 | 55 | 0.0% | 0.0% | 225 | -25 | -1.14% | Q2 2026 | Jul 28, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 2,169 | 55 | 0.02% | 0.01% | 226 | +24 | 1.12% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | Added to | 1,892 | 48 | 0.0% | 0.0% | 227 | +1,072 | 130.73% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,746 | 44 | 0.02% | 0.02% | 228 | -80 | -4.38% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,414 | 36 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | New | 1,337 | 34 | 0.0% | — | 230 | +1,337 | New | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,170 | 29 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,112 | 28 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 1,022 | 26 | 0.0% | 0.0% | 233 | -275 | -21.2% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 983 | 25 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ADVISERS INC | History | Added to | 874 | 22 | 0.0% | 0.0% | 235 | +26 | 3.07% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 732 | 18 | 0.0% | 0.0% | 236 | -927 | -55.88% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | Added to | 737 | 18 | 0.0% | 0.0% | 237 | +659 | 844.87% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | Reduced | 703 | 17 | 0.0% | 0.0% | 238 | -274 | -28.05% | Q2 2026 | Jul 24, 2026 |
| Transce3nd, LLC | History | No change | 651 | 16 | 0.14% | 0.14% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 550 | 14 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 515 | 13 | 0.0% | — | 241 | +515 | New | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 400 | 10 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caitlin John, LLC | History | No change | 400 | 10 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 386 | 9 | 0.0% | 0.02% | 245 | -63,788 | -99.4% | Q2 2026 | Jul 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 334 | 9 | 0.0% | 0.0% | 244 | -114 | -25.45% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 301 | 7 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | New | 200 | 5 | 0.0% | — | 247 | +200 | New | Q2 2026 | Aug 14, 2026 |
| Front Row Advisors LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 150 | 3 | 0.0% | — | 249 | +150 | New | Q2 2026 | Aug 05, 2026 |
| Luminist Capital LLC | History | New | 147 | 3 | 0.0% | — | 250 | +147 | New | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | New | 106 | 2 | 0.0% | — | 251 | +106 | New | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 64 | 1 | 0.0% | — | 254 | +64 | New | Q2 2026 | Jul 22, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 40 | 1 | 0.0% | — | 252 | +40 | New | Q2 2026 | Aug 20, 2026 |
| Security National Bank | History | No change | 62 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -209,139 | -100.0% | Q2 2026 | Aug 12, 2026 |
| FRG Family Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -174,370 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -103,011 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -63,785 | -100.0% | Q2 2026 | Aug 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -32,293 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,873 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.15% | — | -23,860 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,111 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -19,013 | -100.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -16,002 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -15,024 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,516 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,362 | -100.0% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,303 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Victrix Investment Advisors | History | Closed out | 0 | 0 | — | 0.11% | — | -12,352 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Greater Midwest Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -11,671 | -100.0% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,555 | -100.0% | Q2 2026 | Aug 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,802 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,634 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -8,598 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,014 | -100.0% | Q2 2026 | Jul 27, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,329 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Magnolia Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,290 | -100.0% | Q2 2026 | Jul 14, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -980 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -362 | -100.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |