Goldman Sachs ETF Trust - GSEW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | History | No change | 1,217,488 | 114,955 | 0.75% | 0.75% | 1 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Members Trust Co | History | No change | 1,072,960 | 101,308 | 3.15% | 3.15% | 2 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | No change | 897,742 | 84,764 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 684,007 | 64,581 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 672,889 | 63,534 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 561,188 | 52,987 | 0.36% | 0.36% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 523,041 | 49,385 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CKW FINANCIAL GROUP | History | No change | 496,522 | 46,976 | 4.62% | 4.62% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 430,220 | 40,621 | 3.61% | 3.61% | 9 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 411,694 | 38,872 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 363,366 | 34,309 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 313,613 | 29,611 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 305,636 | 28,858 | 1.62% | 1.62% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 254,095 | 23,991 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 236,489 | 22,329 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IFP Advisors, Inc | History | No change | 225,517 | 21,293 | 0.38% | 0.38% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 212,183 | 20,034 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 195,825 | 18,489 | 2.42% | 2.42% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | No change | 164,238 | 15,507 | 0.17% | 0.17% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 161,360 | 15,019 | 0.43% | 0.43% | 20 | +6,348 | 4.1% | Q3 2026 | Oct 08, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 145,523 | 13,740 | 1.61% | 1.61% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 132,189 | 12,481 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 126,937 | 11,985 | 1.42% | 1.42% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 118,491 | 11,188 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 103,614 | 9,783 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 100,593 | 9,497 | 3.44% | 3.44% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 99,520 | 9,396 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Perigon Wealth Management, LLC | History | No change | 98,211 | 9,273 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MTC Wealth Management LLC | History | No change | 97,732 | 9,227 | 4.14% | 4.14% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 91,808 | 8,668 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 86,937 | 8,208 | 3.62% | 3.62% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | No change | 85,137 | 8,038 | 0.78% | 0.78% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 83,924 | 7,924 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 83,054 | 7,841 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 73,837 | 6,971 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 70,918 | 6,744 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WESCAP Management Group, Inc. | History | No change | 69,669 | 6,578 | 1.23% | 1.23% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CROBAN | History | No change | 68,719 | 6,488 | 2.86% | 2.86% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 68,506 | 6,468 | 0.29% | 0.29% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisors Preferred, LLC | History | No change | 66,000 | 6,285 | 0.97% | 0.97% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 66,165 | 6,247 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 58,995 | 5,570 | 0.27% | 0.27% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 58,799 | 5,551 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 58,410 | 5,515 | 3.03% | 3.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 56,310 | 5,316 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST INTERSTATE BANK | History | No change | 54,987 | 5,191 | 0.27% | 0.27% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 49,755 | 4,697 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Advisor Group, LLC | History | No change | 49,456 | 4,669 | 0.49% | 0.49% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 49,303 | 4,651 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | No change | 47,484 | 4,483 | 0.24% | 0.24% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 44,421 | 4,194 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 40,342 | 3,809 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 39,350 | 3,715 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 38,566 | 3,641 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 38,411 | 3,626 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | No change | 38,003 | 3,588 | 0.68% | 0.68% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 37,335 | 3,525 | 0.2% | 0.2% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 36,880 | 3,482 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Miller Capital Partners, Inc. | History | No change | 33,321 | 3,146 | 1.23% | 1.23% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 32,639 | 3,081 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 31,196 | 2,945 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 31,061 | 2,932 | 0.16% | 0.16% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nautilus Advisors LLC | History | Reduced | 30,110 | 2,802 | 1.7% | 1.69% | 63 | -121 | -0.4% | Q3 2026 | Oct 06, 2026 |
| HighTower Advisors, LLC | History | No change | 29,603 | 2,795 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 29,555 | 2,790 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 27,700 | 2,615 | 0.65% | 0.65% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retireful, LLC | History | New | 27,185 | 2,530 | 2.18% | — | 67 | +27,185 | New | Q3 2026 | Oct 08, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 26,851 | 2,499 | 0.67% | — | 68 | +26,851 | New | Q3 2026 | Oct 02, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | No change | 25,814 | 2,437 | 1.79% | 1.79% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 25,247 | 2,383 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 24,543 | 2,284 | 0.26% | 0.23% | 71 | +3,793 | 18.28% | Q3 2026 | Oct 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 24,077 | 2,271 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 23,447 | 2,213 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | No change | 22,996 | 2,171 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 21,574 | 2,101 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 22,546 | 2,098 | 0.94% | 0.95% | 76 | -41 | -0.18% | Q3 2026 | Oct 01, 2026 |
| Kestra Advisory Services, LLC | History | No change | 22,002 | 2,077 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Firestone Capital Management | History | No change | 21,203 | 2,001 | 0.37% | 0.37% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STEPHENS INC /AR/ | History | No change | 20,767 | 1,960 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Westshore Wealth, LLC | History | No change | 19,613 | 1,851 | 0.57% | 0.57% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtue Capital Management, LLC | History | No change | 19,548 | 1,845 | 0.25% | 0.25% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 19,184 | 1,811 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 19,278 | 1,794 | 0.32% | 0.27% | 83 | +3,637 | 23.25% | Q3 2026 | Oct 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 17,869 | 1,687 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 16,798 | 1,586 | 0.55% | 0.55% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security National Bank | History | No change | 16,021 | 1,512 | 0.18% | 0.18% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 14,335 | 1,353 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 13,609 | 1,284 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 12,503 | 1,180 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 12,316 | 1,162 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mendel Money Management | History | No change | 12,169 | 1,148 | 0.42% | 0.42% | 91 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quantinno Capital Management LP | History | No change | 11,990 | 1,132 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Point Capital Partners LLC | History | No change | 11,838 | 1,117 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,522 | 1,088 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,869 | 1,026 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 10,872 | 1,011 | 0.06% | 0.06% | 96 | -207 | -1.87% | Q3 2026 | Oct 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 10,542 | 995 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Breakwater Capital Group | History | Added to | 10,455 | 973 | 0.12% | 0.04% | 98 | +7,087 | 210.42% | Q3 2026 | Oct 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 10,017 | 945 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,809 | 831 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allie Family Office LLC | History | No change | 8,747 | 825 | 0.31% | 0.31% | 101 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 8,642 | 815 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paragon Capital Management LLC | History | No change | 8,492 | 801 | 0.37% | 0.37% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 8,198 | 774 | 0.34% | 0.34% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 8,120 | 766 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Barnett & Company, Inc. | History | No change | 7,945 | 750 | 0.56% | 0.56% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 7,679 | 714 | 0.07% | 0.07% | 107 | +803 | 11.68% | Q3 2026 | Oct 05, 2026 |
| Pflug Koory, LLC | History | No change | 7,260 | 685 | 0.27% | 0.27% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CVA Family Office, LLC | History | No change | 7,088 | 669 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Wealth Partners, LLC | History | No change | 7,040 | 664 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 6,650 | 627 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,344 | 598 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 6,195 | 584 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 6,092 | 575 | 0.21% | 0.21% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,039 | 570 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Astra Wealth Partners LLC | History | No change | 5,980 | 564 | 0.3% | 0.3% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,781 | 545 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 5,566 | 525 | 0.17% | 0.17% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sterneck Capital Management, LLC | History | No change | 5,444 | 514 | 0.22% | 0.22% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 5,096 | 481 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,056 | 477 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 5,046 | 476 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 4,978 | 470 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,915 | 464 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 4,735 | 447 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 4,401 | 433 | 0.29% | 0.29% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 4,485 | 423 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | No change | 4,452 | 420 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vawter Financial, Ltd. | History | No change | 4,450 | 420 | 0.16% | 0.16% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,148 | 391 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,114 | 388 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,009 | 378 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 4,174 | 355 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,547 | 334 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WBH ADVISORY INC | History | No change | 3,521 | 332 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 3,525 | 332 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LexAurum Advisors, LLC | History | No change | 3,425 | 323 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMMERCE BANK | History | No change | 3,387 | 319 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 3,344 | 315 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 3,268 | 308 | 0.18% | 0.18% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Water Asset Management | History | No change | 3,210 | 303 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,010 | 284 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 2,988 | 282 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,834 | 267 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,777 | 262 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sunpointe, LLC | History | No change | 2,750 | 259 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 2,700 | 254 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | No change | 2,614 | 248 | 0.19% | 0.19% | 148 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,529 | 238 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 2,527 | 238 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,460 | 232 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,346 | 221 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 2,263 | 221 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Range Advisory, LLC | History | No change | 2,347 | 221 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 2,302 | 217 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 2,289 | 216 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 2,175 | 205 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,177 | 205 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 1,803 | 170 | 0.15% | 0.15% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UMB Bank, n.a. | History | No change | 1,626 | 153 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,600 | 151 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,528 | 144 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTRAL TRUST Co | History | No change | 1,505 | 142 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arlington Trust Co LLC | History | No change | 1,369 | 129 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,369 | 128 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,195 | 112 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | No change | 1,148 | 108 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 934 | 88 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 881 | 83 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 802 | 75 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 476 | 44 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Operose Advisors LLC | History | No change | 364 | 34 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 360 | 33 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 331 | 31 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 321 | 30 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atomic Invest LLC | History | No change | 324 | 30 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 315 | 29 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 296 | 28 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 300 | 28 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 208 | 19 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 166 | 15 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairman Group, LLC | History | No change | 160 | 15 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 153 | 14 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALERUS FINANCIAL NA | History | No change | 151 | 14 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 128 | 12 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 46 | 4 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TrueWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,206 | -100.0% | Q3 2026 | Oct 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |