FS Credit Opportunities Corp. - FSCO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 6,132,731 | 30,602 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 5,444,012 | 27,165 | 1.29% | 1.29% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, LLC | History | No change | 4,848,488 | 24,193 | 4.48% | 4.48% | 3 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 4,309,448 | 21,504 | 0.41% | 0.41% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 3,921,573 | 19,568 | 6.01% | 6.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 2,930,706 | 14,624 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,629,317 | 13,120 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,487,020 | 12,410 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 2,274,969 | 11,352 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,160,222 | 10,779 | 0.19% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 2,141,154 | 10,684 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,134,937 | 10,653 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA FINANCE, LLC | History | No change | 1,947,884 | 9,719 | 5.43% | 5.43% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,938,862 | 9,674 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blackstone Inc. | History | No change | 1,662,945 | 8,298 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matisse Capital | History | No change | 1,245,000 | 6,212 | 2.49% | 2.49% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 1,162,973 | 5,803 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,138,698 | 5,682 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,120,115 | 5,589 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 982,238 | 4,901 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 980,930 | 4,894 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ellis Investment Partners, LLC | History | No change | 921,127 | 4,596 | 0.7% | 0.7% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kovack Advisors, Inc. | History | No change | 829,494 | 4,147 | 0.2% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisors Asset Management, Inc. | History | No change | 799,563 | 3,989 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 637,478 | 3,289 | 1.47% | 1.11% | 25 | +138,341 | 27.72% | Q3 2026 | Oct 01, 2026 |
| Castleview Partners, LLC | History | Added to | 600,642 | 3,099 | 1.36% | 1.07% | 26 | +112,678 | 23.09% | Q3 2026 | Oct 09, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | No change | 552,067 | 2,754 | 0.27% | 0.27% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 477,739 | 2,383 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 416,357 | 2,049 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 405,960 | 2,025 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 384,875 | 1,920 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 366,595 | 1,829 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 349,900 | 1,745 | 0.96% | 0.96% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 348,260 | 1,737 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 345,486 | 1,723 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversified Enterprises, LLC | History | No change | 324,573 | 1,619 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 287,557 | 1,434 | 1.3% | 1.3% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 268,820 | 1,341 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 242,291 | 1,209 | 1.18% | 1.18% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 231,252 | 1,153 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Capital Management, Inc. | History | No change | 222,526 | 1,110 | 0.69% | 0.69% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quarry LP | History | No change | 218,922 | 1,092 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 200,225 | 999 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 180,723 | 901 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 177,973 | 888 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 176,277 | 879 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 169,833 | 847 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 166,680 | 831 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TrueMark Investments, LLC | History | No change | 163,877 | 817 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 163,415 | 816 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 163,093 | 813 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trivium Point Advisory, LLC | History | No change | 158,917 | 792 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 158,167 | 789 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 155,743 | 777 | 0.34% | 0.34% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 149,624 | 746 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 147,807 | 737 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IHT Wealth Management, LLC | History | No change | 140,543 | 701 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | No change | 138,425 | 690 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 138,954 | 678 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 129,190 | 644 | 0.12% | 0.12% | 60 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Cerity Partners LLC | History | No change | 127,798 | 637 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 125,385 | 625 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 124,102 | 619 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 122,985 | 613 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 122,246 | 610 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 120,750 | 602 | 0.27% | 0.27% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | No change | 120,087 | 599 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Inscription Capital, LLC | History | No change | 116,175 | 579 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 115,083 | 574 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allen Capital Group, LLC | History | No change | 114,888 | 573 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 98,641 | 492 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 98,525 | 491 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 98,343 | 490 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 97,041 | 484 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 96,005 | 479 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 95,000 | 474 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 91,565 | 456 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| North Ground Capital | History | No change | 89,600 | 447 | 0.54% | 0.54% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 89,505 | 446 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investmark Advisory Group LLC | History | No change | 86,806 | 433 | 0.16% | 0.16% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 82,406 | 411 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | No change | 81,959 | 408 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alpine Global Management, LLC | History | No change | 76,887 | 383 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 76,274 | 380 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 70,656 | 364 | 0.01% | 0.0% | 85 | +59,476 | 531.99% | Q3 2026 | Oct 08, 2026 |
| Harvest Investment Services, LLC | History | No change | 72,712 | 362 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 72,321 | 360 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apeiron RIA LLC | History | Added to | 69,283 | 354 | 0.08% | 0.08% | 88 | +5,321 | 8.32% | Q3 2026 | Oct 08, 2026 |
| Strategic Blueprint, LLC | History | No change | 67,749 | 338 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 65,720 | 327 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 62,933 | 314 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 62,863 | 313 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 62,601 | 312 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 58,764 | 293 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 58,462 | 291 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 58,147 | 290 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 57,532 | 287 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 57,636 | 287 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COFG Advisors, LLC | History | No change | 57,475 | 286 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 56,554 | 282 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 56,031 | 279 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | No change | 55,217 | 275 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 54,319 | 271 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marex Group Ltd | History | No change | 50,108 | 250 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 49,673 | 247 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 49,199 | 245 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | No change | 48,532 | 242 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 47,689 | 237 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Planning Group, LLC | History | No change | 47,303 | 236 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Financial Partners, Ltd. | History | No change | 46,446 | 231 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 45,766 | 228 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strong Retirement Solutions LLC | History | Reduced | 41,254 | 212 | 0.12% | 0.16% | 112 | -10,800 | -20.75% | Q3 2026 | Oct 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 41,939 | 209 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plancorp, LLC | History | No change | 43,478 | 209 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | No change | 41,670 | 207 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 40,738 | 203 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 40,122 | 200 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 37,951 | 189 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Foundry Financial Group, Inc. | History | No change | 38,062 | 189 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 37,498 | 187 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 37,361 | 186 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 33,111 | 170 | 0.01% | 0.01% | 122 | +330 | 1.01% | Q3 2026 | Oct 08, 2026 |
| Rothschild Wealth LLC | History | No change | 33,080 | 165 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 31,149 | 155 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | No change | 30,609 | 152 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dunhill Financial, LLC | History | No change | 30,288 | 151 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balefire, LLC | History | Reduced | 29,093 | 150 | 0.02% | 0.03% | 127 | -10,593 | -26.69% | Q3 2026 | Oct 09, 2026 |
| Clark Asset Management, LLC | History | No change | 29,974 | 149 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital CS Group, LLC | History | No change | 29,614 | 147 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 29,398 | 146 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROCKLAND TRUST CO | History | No change | 28,203 | 145 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,089 | 145 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 28,700 | 143 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 28,411 | 141 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 28,356 | 141 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 27,214 | 135 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EJMK Ventures LLC | History | No change | 27,153 | 135 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Retirement, LLC | History | No change | 26,937 | 134 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,570 | 132 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 25,967 | 132 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 26,363 | 131 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stewardship Advisors, LLC | History | No change | 25,972 | 129 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 25,549 | 127 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 25,178 | 125 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Presidio Capital Management, LLC | History | No change | 24,655 | 123 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,736 | 122 | 0.0% | 0.0% | 146 | -1,800 | -7.05% | Q3 2026 | Oct 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 24,249 | 121 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOS Asset Management, LLC | History | Reduced | 23,313 | 120 | 0.03% | 0.04% | 148 | -10,224 | -30.49% | Q3 2026 | Oct 09, 2026 |
| Independent Wealth Network Inc. | History | No change | 23,873 | 119 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 23,872 | 119 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 22,789 | 113 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Centerpoint Advisory Group | History | No change | 22,682 | 113 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Advocates, LLC | History | No change | 22,500 | 112 | 0.1% | 0.1% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 21,663 | 108 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cannon Advisors, Inc. | History | No change | 22,577 | 107 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 10,094 | 107 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 21,626 | 107 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 21,626 | 107 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Intrua Financial, LLC | History | No change | 21,414 | 106 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANCE WEALTH, LLC | History | No change | 21,195 | 105 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 20,964 | 104 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 20,076 | 102 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MFA Wealth Services | History | No change | 20,268 | 101 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 20,082 | 100 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | No change | 20,228 | 100 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 19,875 | 99 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LexAurum Advisors, LLC | History | No change | 19,905 | 99 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jefferies Financial Group Inc. | History | No change | 19,629 | 97 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cadence Wealth Management LLC | History | No change | 19,395 | 96 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASL Financial, LLC | History | No change | 19,365 | 96 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 19,149 | 95 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 19,204 | 95 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas Private Wealth Advisors | History | No change | 19,169 | 95 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 19,204 | 95 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OxenFree Capital LLC | History | No change | 18,710 | 94 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| AE Wealth Management LLC | History | No change | 18,781 | 93 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 18,652 | 93 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 18,112 | 90 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,062 | 90 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 18,233 | 90 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 18,083 | 90 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 18,224 | 90 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 17,823 | 88 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 16,971 | 86 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 17,339 | 86 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 17,220 | 85 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Haverford Trust Co | History | No change | 16,887 | 84 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 16,600 | 82 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 15,771 | 81 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Valley Financial Group, Inc. | History | No change | 16,284 | 81 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 16,210 | 80 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fiduciary Alliance LLC | History | No change | 16,169 | 80 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WealthPLAN Partners, LLC | History | No change | 15,990 | 79 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Symmetry Partners, LLC | History | No change | 16,003 | 79 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Dean, Jacobson Financial Services, LLC | History | No change | 15,916 | 79 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rehmann Capital Advisory Group | History | No change | 15,762 | 78 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 15,644 | 78 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 15,075 | 77 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Diversify Advisory Services, LLC | History | No change | 15,556 | 76 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 15,556 | 76 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freestate Advisors LLC | History | Added to | 14,641 | 75 | 0.06% | 0.05% | 201 | +498 | 3.52% | Q3 2026 | Oct 09, 2026 |
| Townsend & Associates, Inc | History | No change | 14,999 | 74 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apella Capital, LLC | History | No change | 14,991 | 73 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CHANNEL WEALTH LLC | History | No change | 14,623 | 72 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cooper Financial Group | History | Reduced | 13,573 | 70 | 0.01% | 0.01% | 205 | -280 | -2.02% | Q3 2026 | Oct 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 13,900 | 69 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MIRAMONTES CAPITAL, LLC | History | No change | 13,671 | 68 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,430 | 67 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 13,335 | 66 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 12,916 | 64 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisor OS, LLC | History | No change | 13,000 | 64 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 12,904 | 64 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Jump Financial, LLC | History | No change | 12,800 | 63 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Partners Group, Inc | History | No change | 12,465 | 62 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tyche Wealth Partners LLC | History | No change | 12,096 | 60 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 11,891 | 59 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 11,829 | 59 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 11,696 | 58 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BIP Wealth, LLC | History | No change | 11,802 | 58 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gen-Wealth Partners Inc | History | No change | 11,508 | 57 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLB&B Advisors, LLC | History | No change | 11,328 | 56 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Assets Advisory, LLC | History | No change | 11,359 | 56 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 10,822 | 54 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 11,021 | 54 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 10,818 | 53 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CPC Advisors, LLC | History | No change | 10,546 | 52 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10,415 | 51 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 10,202 | 51 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Second Line Capital, LLC | History | No change | 10,415 | 51 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Madrid Wealth Management, LLC | History | No change | 10,272 | 51 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Visionary Wealth Advisors | History | No change | 10,063 | 50 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | No change | 10,217 | 50 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,683 | 48 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 8,859 | 45 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CX Institutional | History | No change | 7,509 | 39 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 7,773 | 38 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 6,667 | 33 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advocate Investing Services LLC | History | No change | 6,813 | 33 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 6,129 | 30 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 5,670 | 28 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Napier Financial, LLC | History | No change | 5,745 | 28 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,489 | 27 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 5,472 | 27 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 5,490 | 27 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 5,000 | 24 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burnham & Co LLC | History | No change | 5,000 | 24 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 4,278 | 21 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,987 | 19 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,801 | 18 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 3,093 | 15 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PlanVest Financial, Inc | History | No change | 1,888 | 9 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,657 | 8 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,750 | 8 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 1,071 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,063 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| REAP Financial Group, LLC | History | No change | 1,063 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 844 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 255 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Miller Global Investments, LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -177,456 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -43,355 | -100.0% | Q3 2026 | Oct 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kozak & Associates, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |