World Gold Trust - GLDM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 20,057,308 | 1,592,951 | 0.91% | 0.91% | 1 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 10,614,311 | 842,988 | 0.14% | 0.14% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 8,429,598 | 669,478 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 7,865,470 | 624,911 | 20.55% | 20.55% | 4 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | No change | 7,497,358 | 595,440 | 2.24% | 2.24% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,179,195 | 570,171 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,581,765 | 522,723 | 1.25% | 1.25% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 3,992,972 | 317,121 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 3,708,700 | 294,656 | 1.38% | 1.38% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 3,371,974 | 267,802 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona PSPRS Trust | History | No change | 3,356,524 | 266,575 | 9.93% | 9.93% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,334,702 | 264,842 | 4.97% | 4.97% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 3,216,192 | 255,391 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,752,229 | 219,930 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,531,014 | 201,013 | 3.62% | 3.62% | 15 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 2,108,788 | 167,479 | 1.16% | 1.16% | 16 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cerity Partners LLC | History | No change | 2,003,763 | 159,138 | 0.19% | 0.19% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,985,600 | 157,696 | 0.46% | 0.46% | 18 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,866,900 | 148,269 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,770,810 | 140,637 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,751,574 | 139,110 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 1,629,472 | 129,412 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,601,335 | 127,176 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evergreen Quality Fund GP, Ltd. | History | No change | 1,487,700 | 118,153 | 1.91% | 1.91% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | No change | 1,444,626 | 114,732 | 0.29% | 0.29% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | History | No change | 1,438,678 | 114,259 | 2.62% | 2.62% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gradient Investments LLC | History | Reduced | 1,313,275 | 107,924 | 1.54% | 1.66% | 27 | -204,444 | -13.47% | Q3 2026 | Oct 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,288,752 | 102,352 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 1,250,259 | 99,295 | 19.72% | 19.72% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,188,672 | 97,685 | 0.69% | 0.45% | 30 | +465,716 | 64.42% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,211,099 | 96,185 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,153,183 | 91,585 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,126,266 | 89,447 | 0.82% | 0.82% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 1,124,252 | 89,288 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,120,644 | 89,035 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,057,616 | 83,995 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 985,318 | 78,254 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 978,859 | 77,740 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 957,120 | 76,014 | 0.45% | 0.45% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 902,899 | 71,708 | 0.11% | 0.11% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 866,299 | 68,801 | 1.09% | 1.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 826,482 | 65,639 | 0.28% | 0.28% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 812,554 | 64,533 | 1.24% | 1.24% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 777,903 | 61,781 | 16.36% | 16.36% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 671,036 | 53,293 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 668,550 | 53,096 | 2.37% | 2.37% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NEPC LLC | History | No change | 664,100 | 52,742 | 0.98% | 0.98% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 663,735 | 52,713 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 653,400 | 51,893 | 0.19% | 0.19% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 634,699 | 51,270 | 0.86% | 0.86% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 634,699 | 51,270 | 0.86% | 0.86% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fullerton Fund Management Co Ltd. | History | No change | 639,081 | 50,755 | 3.26% | 3.26% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parcion Private Wealth LLC | History | No change | 628,609 | 49,924 | 2.77% | 2.77% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 620,105 | 49,043 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Verde Servicos Internacionais S.A. | History | No change | 595,207 | 47,271 | 17.32% | 17.32% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Financial Services, Inc. | History | No change | 561,408 | 44,587 | 1.95% | 1.95% | 56 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 533,694 | 42,386 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenline Partners, LLC | History | No change | 523,445 | 41,572 | 4.23% | 4.23% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 519,886 | 41,289 | 0.94% | 0.94% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 517,560 | 41,104 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBL Wealth, LLC | History | No change | 516,616 | 41,029 | 2.8% | 2.8% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| American Investment Services, Inc. | History | No change | 491,625 | 39,044 | 8.25% | 8.25% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bangor Savings Bank | History | Reduced | 459,007 | 37,721 | 2.87% | 2.74% | 63 | -9,398 | -2.01% | Q3 2026 | Oct 06, 2026 |
| Corient Private Wealth LP | History | No change | 474,192 | 37,660 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Wealthfront Advisers LLC | History | No change | 458,933 | 36,448 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 456,002 | 36,215 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 451,418 | 35,851 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 451,102 | 35,826 | 2.11% | 2.11% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evercore Wealth Management, LLC | History | No change | 438,275 | 34,807 | 0.49% | 0.49% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 421,382 | 33,478 | 4.39% | 4.39% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 382,931 | 30,412 | 5.35% | 5.35% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TLT Family Holdco ULC | History | No change | 377,800 | 30,004 | 4.26% | 4.26% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 373,169 | 29,637 | 0.64% | 0.64% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 355,809 | 28,258 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 329,014 | 27,038 | 0.45% | 0.65% | 75 | -193,603 | -37.04% | Q3 2026 | Oct 01, 2026 |
| JANE STREET GROUP, LLC | History | No change | 322,048 | 25,340 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 304,186 | 24,158 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 293,305 | 23,294 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 289,546 | 22,995 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 280,855 | 22,346 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 277,490 | 22,038 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 275,191 | 21,855 | 7.37% | 7.37% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 274,270 | 21,782 | 4.56% | 4.56% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 272,700 | 21,657 | 1.3% | 1.3% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 269,700 | 21,419 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 264,100 | 20,974 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 258,878 | 20,560 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NavPoint Financial, Inc. | History | No change | 256,791 | 20,394 | 7.56% | 7.56% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Virtu Financial LLC | History | No change | 247,787 | 19,679 | 0.62% | 0.62% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 246,517 | 19,578 | 0.23% | 0.23% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | No change | 245,796 | 19,521 | 4.01% | 4.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 240,000 | 19,060 | 2.51% | 2.51% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 238,457 | 18,938 | 1.44% | 1.44% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Timber Creek Capital Management LLC | History | No change | 234,486 | 18,622 | 3.8% | 3.8% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 221,663 | 18,216 | 0.52% | 0.5% | 95 | +6,969 | 3.25% | Q3 2026 | Oct 08, 2026 |
| Bank of New York Mellon Corp | History | No change | 227,684 | 18,082 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LTS Liquid Investments LLC | History | No change | 227,562 | 18,072 | 9.67% | 9.67% | 97 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 226,426 | 17,982 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Austin Wealth Management, LLC | History | No change | 218,666 | 17,373 | 3.67% | 3.67% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 217,970 | 17,311 | 2.73% | 2.73% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 214,950 | 17,071 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summitas Investment Management LLC | History | No change | 209,626 | 16,648 | 12.37% | 12.37% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 200,666 | 15,936 | 0.98% | 0.98% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| a16z Perennial Management, L.P. | History | No change | 198,110 | 15,733 | 1.27% | 1.27% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Penserra Capital Management LLC | History | No change | 195,096 | 15,494 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 179,875 | 14,285 | 6.42% | 6.42% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 178,090 | 14,143 | 0.99% | 0.99% | 107 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 173,948 | 13,814 | 5.72% | 5.72% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 172,472 | 13,697 | 0.29% | 0.29% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 156,625 | 13,255 | 1.58% | 1.58% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 166,580 | 13,229 | 2.49% | 2.49% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 166,254 | 13,203 | 1.31% | 1.31% | 112 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 164,826 | 13,090 | 0.25% | 0.25% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avid Wealth Partners LLC | History | No change | 164,747 | 13,084 | 6.33% | 6.33% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 162,858 | 12,934 | 2.89% | 2.89% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apriem Advisors | History | No change | 159,205 | 12,644 | 1.09% | 1.09% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| January Capital Advisors LLC | History | No change | 159,214 | 12,644 | 10.57% | 10.57% | 117 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 159,140 | 12,638 | 1.32% | 1.32% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 129,822 | 12,033 | 2.07% | 2.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 147,721 | 12,008 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 147,721 | 11,732 | 4.91% | 4.91% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| New Perspectives, Inc | History | No change | 144,811 | 11,500 | 3.53% | 3.53% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 143,547 | 11,400 | 0.53% | 0.53% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 140,951 | 11,194 | 2.72% | 2.72% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 139,218 | 11,056 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plum Street Advisors, LLC | History | No change | 138,085 | 10,966 | 3.5% | 3.5% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McAlvany Wealth Management LLC | History | No change | 137,885 | 10,950 | 8.19% | 8.19% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 137,537 | 10,923 | 1.25% | 1.25% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AA Financial Advisors, LLC | History | No change | 136,361 | 10,829 | 1.3% | 1.3% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 135,573 | 10,767 | 1.18% | 1.18% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KPP Advisory Services LLC | History | No change | 126,522 | 10,048 | 1.27% | 1.27% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 123,622 | 9,817 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 123,404 | 9,800 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 122,220 | 9,706 | 0.53% | 0.53% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allen Capital Group, LLC | History | No change | 121,388 | 9,640 | 0.78% | 0.78% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 119,119 | 9,519 | 1.09% | 1.09% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 119,715 | 9,507 | 1.95% | 1.95% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 117,731 | 9,377 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AAF Wealth Management, LLC | History | No change | 117,528 | 9,334 | 3.44% | 3.44% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 114,636 | 9,219 | 1.93% | 1.93% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RM Financial Services, LLC | History | No change | 115,788 | 9,195 | 6.83% | 6.83% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Napier Financial, LLC | History | No change | 114,725 | 9,111 | 1.9% | 1.9% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 113,781 | 9,036 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 113,486 | 9,013 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 113,357 | 9,002 | 3.24% | 3.24% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMJ Financial Wealth Management | History | No change | 95,394 | 8,842 | 2.09% | 2.09% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Enhancement Group LLC | History | Added to | 108,686 | 8,815 | 1.01% | 0.47% | 147 | +58,787 | 117.81% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 103,614 | 8,515 | 0.73% | 0.67% | 148 | +8,864 | 9.36% | Q3 2026 | Oct 01, 2026 |
| Hudson Capital Management LLC | History | No change | 106,828 | 8,484 | 2.05% | 2.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 105,157 | 8,476 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCMORGAN & CO LLC | History | No change | 105,909 | 8,411 | 1.27% | 1.27% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 104,713 | 8,316 | 1.87% | 1.87% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 104,211 | 8,276 | 0.53% | 0.53% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daiwa Securities Group Inc. | History | No change | 104,177 | 8,273 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 103,094 | 8,187 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Secure Asset Management, LLC | History | No change | 102,922 | 8,174 | 1.15% | 1.15% | 156 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 101,567 | 8,066 | 0.92% | 0.92% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 98,042 | 8,057 | 1.58% | 1.59% | 158 | +3,815 | 4.05% | Q3 2026 | Oct 05, 2026 |
| Purus Wealth Management, LLC | History | No change | 101,226 | 8,039 | 2.21% | 2.21% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Zhang Financial LLC | History | No change | 100,369 | 7,971 | 0.23% | 0.23% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 100,221 | 7,959 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 98,737 | 7,841 | 0.72% | 0.72% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 98,062 | 7,788 | 0.99% | 0.99% | 163 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENTREWEALTH, LLC | History | No change | 92,074 | 7,736 | 2.87% | 2.87% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 96,935 | 7,698 | 0.78% | 0.78% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 96,631 | 7,674 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 96,619 | 7,673 | 1.1% | 1.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | No change | 96,161 | 7,637 | 0.38% | 0.38% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 95,869 | 7,613 | 1.23% | 1.23% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 95,178 | 7,559 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Advisors Network LLC | History | No change | 93,457 | 7,422 | 0.34% | 0.34% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 91,948 | 7,302 | 2.24% | 2.24% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avior Wealth Management, LLC | History | No change | 91,749 | 7,286 | 0.19% | 0.19% | 173 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 91,401 | 7,259 | 3.04% | 3.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 89,723 | 7,125 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 89,116 | 7,077 | 1.6% | 1.6% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Archford Capital Strategies, LLC | History | No change | 89,093 | 7,075 | 0.72% | 0.72% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Copley Financial Group, Inc. | History | No change | 88,903 | 7,060 | 4.27% | 4.27% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glenview Trust Co | History | No change | 88,233 | 7,007 | 0.1% | 0.1% | 179 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 88,030 | 6,991 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 87,645 | 6,960 | 2.57% | 2.57% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 87,109 | 6,918 | 0.6% | 0.6% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 85,953 | 6,826 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 85,682 | 6,804 | 0.15% | 0.15% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 85,518 | 6,791 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avos Capital Management, LLC | History | No change | 81,444 | 6,468 | 2.69% | 2.69% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Post Investment Office LP | History | No change | 79,348 | 6,301 | 1.79% | 1.79% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COURIER CAPITAL LLC | History | No change | 78,531 | 6,236 | 0.31% | 0.31% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Team Financial Group, LLC | History | No change | 78,500 | 6,234 | 2.65% | 2.65% | 189 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Guidance Group, Inc. | History | No change | 78,428 | 6,228 | 2.33% | 2.33% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DeDora Capital, Inc. | History | No change | 77,348 | 6,142 | 1.33% | 1.33% | 191 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 77,151 | 6,127 | 2.44% | 2.44% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aureum Wealth Management, LLC | History | No change | 75,875 | 6,025 | 3.74% | 3.74% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Planning Navigators CORP | History | No change | 75,868 | 6,025 | 2.25% | 2.25% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 75,445 | 5,991 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AMG National Trust Bank | History | No change | 75,313 | 5,981 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 75,295 | 5,979 | 1.6% | 1.6% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 74,190 | 5,892 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 74,058 | 5,881 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 73,273 | 5,819 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | No change | 73,084 | 5,804 | 7.58% | 7.58% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Chatterton & Associates Inc. | History | No change | 70,991 | 5,788 | 3.41% | 3.41% | 202 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 71,374 | 5,668 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lynx Investment Advisory | History | No change | 71,293 | 5,662 | 1.85% | 1.85% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Encompass More Asset Management | History | No change | 69,393 | 5,511 | 0.8% | 0.8% | 205 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 68,674 | 5,454 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 68,171 | 5,444 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compass Ion Advisors, LLC | History | No change | 67,152 | 5,333 | 0.46% | 0.46% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 66,585 | 5,288 | 0.32% | 0.32% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | History | No change | 65,431 | 5,196 | 0.26% | 0.26% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 65,278 | 5,184 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 65,255 | 5,182 | 2.98% | 2.98% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Royal Harbor Partners, LLC | History | No change | 64,341 | 5,109 | 1.58% | 1.58% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 63,878 | 5,073 | 0.42% | 0.42% | 214 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sankala Group LLC | History | No change | 58,346 | 5,026 | 3.35% | 3.35% | 215 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 62,554 | 4,968 | 0.97% | 0.97% | 216 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 62,175 | 4,937 | 2.74% | 2.74% | 217 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 62,028 | 4,926 | 0.14% | 0.14% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roan Capital Partners | History | No change | 61,544 | 4,887 | 4.05% | 4.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 58,843 | 4,673 | 0.9% | 0.9% | 220 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 58,786 | 4,668 | 3.48% | 3.48% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KWB Wealth | History | No change | 58,748 | 4,665 | 0.4% | 0.4% | 222 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 58,071 | 4,611 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 57,375 | 4,556 | 0.26% | 0.26% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Empowered Funds, LLC | History | No change | 57,160 | 4,539 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 56,929 | 4,521 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Welch Group, LLC | History | No change | 56,867 | 4,516 | 0.15% | 0.15% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Claro Advisors Inc. | History | No change | 56,739 | 4,506 | 0.47% | 0.47% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 56,356 | 4,475 | 3.86% | 3.86% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 56,300 | 4,471 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heritage Wealth Advisors | History | No change | 56,161 | 4,460 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 56,160 | 4,460 | 0.17% | 0.17% | 232 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PALLADIEM, LLC | History | No change | 55,829 | 4,433 | 4.3% | 4.3% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 55,138 | 4,379 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 55,034 | 4,370 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 53,900 | 4,280 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 53,510 | 4,248 | 2.28% | 2.28% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Patten Group, Inc. | History | No change | 53,393 | 4,240 | 0.66% | 0.66% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 53,067 | 4,214 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 51,434 | 4,193 | 0.28% | 0.28% | 240 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Joseph Group Capital Management | History | No change | 52,735 | 4,188 | 0.88% | 0.88% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JNBA Financial Advisors | History | No change | 52,392 | 4,160 | 0.31% | 0.31% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 50,206 | 4,125 | 0.3% | 0.31% | 243 | -1,201 | -2.34% | Q3 2026 | Oct 01, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 51,900 | 4,121 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Detalus Advisors, LLC | History | No change | 51,663 | 4,103 | 0.8% | 0.8% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 51,599 | 4,098 | 1.94% | 1.94% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 51,460 | 4,086 | 0.11% | 0.11% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV Trading LLC | History | No change | 51,431 | 4,084 | 0.13% | 0.13% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 50,954 | 4,046 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 50,275 | 3,992 | 0.41% | 0.41% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 50,263 | 3,991 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 49,593 | 3,938 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 49,184 | 3,906 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jacobi Capital Management LLC | History | No change | 48,559 | 3,856 | 0.19% | 0.19% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beckerman Institutional, LLC | History | No change | 48,362 | 3,840 | 1.83% | 1.83% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 48,061 | 3,817 | 0.12% | 0.12% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 47,600 | 3,780 | 0.38% | 0.38% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 47,121 | 3,766 | 0.5% | 0.5% | 258 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bridgewater Advisors Inc. | History | No change | 46,238 | 3,705 | 0.2% | 0.2% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 46,638 | 3,703 | 0.74% | 0.74% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 46,611 | 3,701 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 46,564 | 3,698 | 0.41% | 0.41% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Trust | History | No change | 45,334 | 3,696 | 0.28% | 0.28% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 46,477 | 3,691 | 1.55% | 1.55% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 46,166 | 3,666 | 0.22% | 0.22% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | Reduced | 44,844 | 3,637 | 0.05% | 0.05% | 267 | -432 | -0.95% | Q3 2026 | Oct 08, 2026 |
| Fortis Advisors, LLC | History | No change | 45,800 | 3,637 | 1.7% | 1.7% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 44,838 | 3,595 | 0.35% | 0.35% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 45,236 | 3,592 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mills Wealth Advisors LLC | History | No change | 44,793 | 3,557 | 1.12% | 1.12% | 270 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 43,356 | 3,443 | 0.91% | 0.91% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 43,332 | 3,441 | 0.98% | 0.98% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 42,903 | 3,407 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 41,784 | 3,318 | 1.28% | 1.28% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 41,784 | 3,318 | 1.28% | 1.28% | 275 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| One Wealth Advisors, LLC | History | No change | 41,686 | 3,310 | 0.37% | 0.37% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 40,244 | 3,196 | 0.38% | 0.38% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 40,205 | 3,193 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 39,693 | 3,152 | 0.28% | 0.28% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 39,047 | 3,101 | 0.59% | 0.59% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 39,050 | 3,101 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American National Bank of Texas | History | Added to | 37,124 | 3,050 | 2.79% | 2.55% | 282 | +1,940 | 5.51% | Q3 2026 | Oct 07, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 147,199 | 3,048 | 1.67% | 1.67% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Destiny Capital Corp/CO | History | No change | 38,055 | 3,022 | 1.41% | 1.41% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 37,516 | 2,979 | 0.42% | 0.42% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 36,803 | 2,922 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 35,934 | 2,853 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 35,912 | 2,852 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Portside Wealth Group, LLC | History | No change | 35,378 | 2,809 | 0.33% | 0.33% | 289 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 33,838 | 2,687 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCM ADVISORS, LLC | History | No change | 33,154 | 2,658 | 0.52% | 0.52% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 33,409 | 2,653 | 0.16% | 0.16% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 33,285 | 2,643 | 2.04% | 2.04% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 33,250 | 2,640 | 1.42% | 1.42% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 33,214 | 2,638 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rakuten Securities, Inc. | History | No change | 33,090 | 2,628 | 0.61% | 0.61% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WFA of San Diego, LLC | History | No change | 30,106 | 2,590 | 2.12% | 2.12% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 32,478 | 2,579 | 0.32% | 0.32% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | No change | 31,814 | 2,526 | 0.1% | 0.1% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 31,713 | 2,518 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |