Goldman Sachs ETF Trust - GSIE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
WELLS FARGO & COMPANY/MN History No change 23,100,548 1,055,695 0.17% 0.17% 1 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 6,479,772 296,125 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 07, 2026
Annex Advisory Services, LLC History No change 6,186,859 282,739 4.83% 4.83% 3 0 0.0% Q2 2026 Jul 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,892,976 269,309 0.06% 0.06% 4 0 0.0% Q2 2026 Sep 23, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 5,472,758 250,105 1.87% 1.87% 5 0 0.0% Q2 2026 Aug 05, 2026
SigFig Wealth Management, LLC History No change 4,972,665 226,504 6.0% 6.0% 6 0 0.0% Q2 2026 Jul 07, 2026
BANK OF AMERICA CORP /DE/ History No change 4,359,985 199,251 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 3,545,671 162,037 0.27% 0.27% 8 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 3,430,266 156,763 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 2,594,781 118,581 0.66% 0.66% 10 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 2,224,902 101,678 0.09% 0.09% 11 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,113,048 96,566 0.12% 0.12% 12 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 1,953,987 89,297 0.11% 0.11% 13 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,761,338 80,493 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 1,412,055 64,530 6.12% 6.12% 15 0 0.0% Q2 2026 Jul 09, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,399,236 63,945 0.1% 0.1% 16 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 1,266,757 57,890 0.7% 0.7% 17 0 0.0% Q2 2026 Aug 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,231,419 56,103 0.31% 0.31% 18 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 1,088,067 49,724 0.19% 0.19% 19 0 0.0% Q2 2026 Aug 11, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,085,058 49,587 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
High Probability Advisors, LLC History No change 1,063,683 48,610 5.2% 5.2% 21 0 0.0% Q2 2026 Jul 13, 2026
FIRST FOUNDATION ADVISORS History No change 1,018,994 46,568 1.67% 1.67% 22 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 1,013,286 46,307 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 1,001,766 45,780 0.39% 0.39% 24 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 917,704 41,939 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Services, Inc. History No change 869,334 39,728 1.74% 1.74% 26 0 0.0% Q2 2026 Aug 24, 2026
Brio Consultants, LLC History No change 869,104 39,718 4.65% 4.65% 27 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 800,098 36,564 0.17% 0.17% 28 0 0.0% Q2 2026 Sep 23, 2026
Lebenthal Global Advisors, LLC History No change 794,660 36,315 4.9% 4.9% 29 0 0.0% Q2 2026 Jul 30, 2026
AMERICAN NATIONAL BANK & TRUST History No change 770,380 35,205 3.01% 3.01% 30 0 0.0% Q2 2026 Jul 22, 2026
STRAIGHTLINE GROUP LLC History No change 757,298 34,608 16.32% 16.32% 31 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 741,552 33,888 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 705,471 32,240 19.3% 19.3% 33 0 0.0% Q2 2026 Aug 05, 2026
IAG Wealth Partners, LLC History No change 701,237 32,046 3.17% 3.17% 34 0 0.0% Q2 2026 Aug 06, 2026
Sanctuary Advisors, LLC History No change 665,408 30,409 0.14% 0.14% 35 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 652,724 29,829 0.05% 0.05% 36 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 622,017 28,426 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 610,066 27,880 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 05, 2026
LexAurum Advisors, LLC History No change 590,479 26,984 3.12% 3.12% 39 0 0.0% Q2 2026 Jul 15, 2026
AQR CAPITAL MANAGEMENT LLC History No change 551,936 25,223 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
Trail Ridge Investment Advisors, LLC History No change 548,908 25,085 10.59% 10.59% 41 0 0.0% Q2 2026 Aug 13, 2026
Hixon Zuercher, LLC History No change 526,508 24,061 7.06% 7.06% 42 0 0.0% Q2 2026 Jul 20, 2026
Asset Advisors Investment Management, LLC History No change 505,390 23,096 2.12% 2.12% 43 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History No change 503,940 23,030 0.68% 0.68% 44 0 0.0% Q2 2026 Jul 06, 2026
AlphaCore Capital LLC History No change 491,001 22,438 0.41% 0.41% 45 0 0.0% Q2 2026 Aug 06, 2026
Ledyard National Bank History No change 486,622 22,238 1.78% 1.78% 46 0 0.0% Q2 2026 Jul 16, 2026
Paul R. Ried Financial Group, LLC History No change 484,829 22,156 9.68% 9.68% 47 0 0.0% Q2 2026 Jul 06, 2026
APPLETON PARTNERS INC/MA History No change 461,827 21,106 1.29% 1.29% 48 0 0.0% Q2 2026 Jul 21, 2026
Kelman-Lazarov, Inc. History No change 449,338 20,534 2.69% 2.69% 49 0 0.0% Q2 2026 Aug 10, 2026
Baker Ellis Asset Management LLC History No change 424,635 19,405 2.01% 2.01% 50 0 0.0% Q2 2026 Jul 23, 2026
White Pine Investment CO History No change 369,545 16,888 3.6% 3.6% 51 0 0.0% Q2 2026 Jul 20, 2026
Pallas Capital Advisors LLC History No change 360,916 16,493 0.51% 0.51% 52 0 0.0% Q2 2026 Aug 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 345,859 15,805 0.2% 0.2% 53 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 345,516 15,790 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 335,389 15,327 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 13, 2026
GFG Capital, LLC History No change 326,323 14,912 4.1% 4.1% 56 0 0.0% Q2 2026 Jul 20, 2026
Horizon Family Wealth, Inc. History No change 320,611 14,651 6.69% 6.69% 57 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 316,523 14,465 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 05, 2026
Mengis Capital Management, Inc. History No change 309,091 14,125 2.15% 2.15% 59 0 0.0% Q2 2026 Jul 28, 2026
JPMORGAN CHASE & CO History No change 303,022 13,802 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 12, 2026
Bridgewealth Advisory Group, LLC History No change 291,728 13,331 2.52% 2.52% 61 0 0.0% Q2 2026 Jul 27, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 290,883 13,293 6.96% 6.96% 62 0 0.0% Q2 2026 Aug 06, 2026
Hennion & Walsh Asset Management, Inc. History No change 286,713 13,102 0.37% 0.37% 63 0 0.0% Q2 2026 Jul 08, 2026
OSAIC HOLDINGS, INC. History No change 282,691 12,926 0.02% 0.02% 64 0 0.0% Q2 2026 Aug 14, 2026
Kings Path Partners LLC History No change 281,286 12,854 3.42% 3.42% 65 0 0.0% Q2 2026 Jul 14, 2026
Great Point Wealth Advisors, LLC History No change 275,946 12,610 2.04% 2.04% 66 0 0.0% Q2 2026 Jul 23, 2026
Kera Capital Partners, Inc. History No change 266,966 12,200 1.17% 1.17% 67 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 264,913 12,106 0.08% 0.08% 68 0 0.0% Q2 2026 Sep 08, 2026
1900 WEALTH MANAGEMENT LLC History No change 263,198 12,028 0.67% 0.67% 69 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History No change 257,523 11,768 0.04% 0.04% 70 0 0.0% Q2 2026 Jul 28, 2026
FCA CORP /TX History No change 256,458 11,720 2.89% 2.89% 71 0 0.0% Q2 2026 Aug 11, 2026
ATWOOD & PALMER INC History No change 255,696 11,685 0.62% 0.62% 72 0 0.0% Q2 2026 Jul 08, 2026
Gladstone Institutional Advisory LLC History No change 252,089 11,520 0.36% 0.36% 73 0 0.0% Q2 2026 Jul 27, 2026
Keebeck Wealth Management History No change 242,985 11,104 1.08% 1.08% 74 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 242,937 11,102 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 27, 2026
Vawter Financial, Ltd. History No change 230,370 10,527 3.96% 3.96% 76 0 0.0% Q2 2026 Jul 24, 2026
EverSource Wealth Advisors, LLC History No change 230,319 10,525 0.35% 0.35% 77 0 0.0% Q2 2026 Jul 24, 2026
Wealthcare Advisory Partners LLC History No change 223,449 10,211 0.19% 0.19% 78 0 0.0% Q2 2026 Jul 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 198,572 9,148 0.02% 0.02% 79 0 0.0% Q2 2026 Jul 15, 2026
NewEdge Advisors, LLC History No change 197,760 9,037 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 12, 2026
Jeter Robert S II History No change 181,174 8,346 8.0% 8.0% 81 0 0.0% Q2 2026 Jul 13, 2026
Newman Dignan & Sheerar, Inc. History No change 177,814 8,126 1.55% 1.55% 82 0 0.0% Q2 2026 Jul 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 176,505 7,983 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 168,494 7,700 0.05% 0.05% 84 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 166,636 7,615 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 12, 2026
Blue Water Asset Management History No change 165,031 7,541 2.43% 2.43% 86 0 0.0% Q2 2026 Aug 03, 2026
Cambridge Investment Research Advisors, Inc. History No change 164,993 7,540 0.02% 0.02% 87 0 0.0% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History No change 158,811 7,257 0.13% 0.13% 88 0 0.0% Q2 2026 Jul 20, 2026
Rothschild Wealth LLC History No change 158,092 7,224 0.58% 0.58% 89 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 150,547 6,880 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 139,649 6,381 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 19, 2026
Anchor Investment Management, LLC History No change 136,898 6,256 0.47% 0.47% 92 0 0.0% Q2 2026 Sep 15, 2026
IFC Advisors LLC History No change 134,265 6,135 0.78% 0.78% 93 0 0.0% Q2 2026 Aug 05, 2026
Winthrop Advisory Group LLC History No change 132,762 6,067 0.41% 0.41% 94 0 0.0% Q2 2026 Jul 17, 2026
Bleakley Financial Group, LLC History No change 131,079 5,990 0.08% 0.08% 95 0 0.0% Q2 2026 Aug 05, 2026
CFO4Life Group, LLC History No change 130,080 5,944 0.8% 0.8% 96 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 129,617 5,923 0.19% 0.19% 97 0 0.0% Q2 2026 Jul 30, 2026
Creative Planning History No change 128,707 5,881 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 105,492 4,820 0.04% 0.04% 99 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 105,409 4,817 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 98,265 4,490 0.8% 0.8% 101 0 0.0% Q2 2026 Jul 21, 2026
COZAD ASSET MANAGEMENT INC History No change 93,342 4,265 0.28% 0.28% 102 0 0.0% Q2 2026 Aug 14, 2026
Prudent Man Advisors, LLC History No change 92,800 4,240 0.97% 0.97% 103 0 0.0% Q2 2026 Aug 05, 2026
SageView Advisory Group, LLC History No change 89,731 4,100 0.13% 0.13% 104 0 0.0% Q2 2026 Aug 10, 2026
Retirement Planning Group, LLC History No change 85,596 3,911 0.1% 0.1% 105 0 0.0% Q2 2026 Aug 05, 2026
LifePlan Investment Advisors, Inc. History No change 84,703 3,870 1.33% 1.33% 106 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 83,262 3,805 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 81,730 3,735 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 12, 2026
Selby Wealth Management, LLC History No change 80,913 3,697 1.31% 1.31% 109 0 0.0% Q2 2026 Jul 09, 2026
Harbor Asset Planning, Inc. History No change 79,962 3,654 2.74% 2.74% 110 0 0.0% Q2 2026 Jul 22, 2026
Elmwood Wealth Management, Inc. History No change 76,878 3,513 0.88% 0.88% 111 0 0.0% Q2 2026 Jul 07, 2026
Clearwater Capital Advisors, LLC History No change 71,407 3,263 0.24% 0.24% 112 0 0.0% Q2 2026 Aug 06, 2026
Capital Advisors, Ltd. LLC History No change 69,981 3,198 0.32% 0.32% 113 0 0.0% Q2 2026 Jul 16, 2026
&PARTNERS History No change 68,934 3,150 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 14, 2026
Stonehearth Capital Management, LLC History No change 65,335 2,985 1.02% 1.02% 115 0 0.0% Q2 2026 Jul 07, 2026
STEPHENS INC /AR/ History No change 64,832 2,962 0.03% 0.03% 116 0 0.0% Q2 2026 Jul 29, 2026
Founders Financial Alliance, LLC History No change 63,138 2,885 0.38% 0.38% 117 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 62,299 2,847 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 05, 2026
Insight Wealth Strategies, LLC History No change 62,310 2,833 0.28% 0.28% 119 0 0.0% Q2 2026 Jul 10, 2026
FMR LLC History No change 60,391 2,759 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 60,340 2,757 0.14% 0.14% 121 0 0.0% Q2 2026 Jul 08, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 60,111 2,747 0.05% 0.05% 122 0 0.0% Q2 2026 Aug 12, 2026
Robertson Stephens Wealth Management, LLC History No change 60,046 2,744 0.07% 0.07% 123 0 0.0% Q2 2026 Jul 29, 2026
Regal Investment Advisors LLC History No change 58,520 2,674 0.14% 0.14% 124 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 58,067 2,653 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 56,161 2,558 0.08% 0.08% 126 0 0.0% Q2 2026 Aug 12, 2026
World Investment Advisors History No change 57,294 2,548 0.04% 0.04% 127 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 54,804 2,504 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 28, 2026
Syntegra Private Wealth Group, LLC History No change 53,814 2,459 0.19% 0.19% 129 0 0.0% Q2 2026 Jul 15, 2026
Kathmere Capital Management, LLC History No change 50,779 2,320 0.12% 0.12% 130 0 0.0% Q2 2026 Jul 29, 2026
Vise Technologies, Inc. History No change 49,316 2,253 0.03% 0.03% 131 0 0.0% Q2 2026 Aug 10, 2026
Prostatis Group LLC History No change 46,368 2,119 0.49% 0.49% 132 0 0.0% Q2 2026 Aug 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 45,095 2,060 0.2% 0.2% 133 0 0.0% Q2 2026 Jul 22, 2026
AWM CAPITAL, LLC History No change 40,000 1,828 0.15% 0.15% 134 0 0.0% Q2 2026 Jul 31, 2026
CHANNEL WEALTH LLC History No change 39,940 1,825 0.41% 0.41% 135 0 0.0% Q2 2026 Aug 04, 2026
Avidian Wealth Enterprises, LLC History No change 39,257 1,794 0.05% 0.05% 136 0 0.0% Q2 2026 Jul 24, 2026
MML INVESTORS SERVICES, LLC History No change 38,552 1,761 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
Emerald Advisors, LLC History No change 38,183 1,744 0.22% 0.22% 138 0 0.0% Q2 2026 Jul 20, 2026
Texas Capital Bank Wealth Management Services Inc History No change 36,486 1,667 0.09% 0.09% 139 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History No change 33,746 1,542 0.03% 0.03% 140 0 0.0% Q2 2026 Jul 29, 2026
Inscription Capital, LLC History No change 33,739 1,541 0.14% 0.14% 141 0 0.0% Q2 2026 Aug 13, 2026
NWF Advisory Services Inc. History No change 33,319 1,522 0.14% 0.14% 142 0 0.0% Q2 2026 Jul 29, 2026
INTEGRATED WEALTHCARE, LLC History No change 32,130 1,468 1.1% 1.1% 143 0 0.0% Q2 2026 Jul 24, 2026
Sowell Financial Services LLC History No change 31,560 1,442 0.05% 0.05% 144 0 0.0% Q2 2026 Jul 17, 2026
LaSalle St. Investment Advisors, LLC History No change 30,878 1,411 0.17% 0.17% 145 0 0.0% Q2 2026 Aug 11, 2026
Lee, Kelleher & Klein Wealth Management History No change 30,696 1,402 0.73% 0.73% 146 0 0.0% Q2 2026 Jul 10, 2026
Beacon Financial Advisory LLC History No change 30,585 1,397 0.27% 0.27% 147 0 0.0% Q2 2026 Aug 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 30,535 1,395 0.05% 0.05% 148 0 0.0% Q2 2026 Jul 21, 2026
TBH Global Asset Management, LLC History No change 30,326 1,385 0.25% 0.25% 149 0 0.0% Q2 2026 Aug 05, 2026
Glenview Trust Co History No change 30,062 1,373 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 18, 2026
Focus Partners Advisor Solutions, LLC History No change 29,842 1,363 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 06, 2026
Dynamic Advisor Solutions LLC History No change 29,274 1,337 0.04% 0.04% 152 0 0.0% Q2 2026 Jul 07, 2026
Maia Wealth LLC History No change 28,889 1,320 0.19% 0.19% 153 0 0.0% Q2 2026 Jul 28, 2026
SHELTON CAPITAL MANAGEMENT History No change 28,279 1,292 0.02% 0.02% 154 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 28,244 1,290 0.19% 0.19% 155 0 0.0% Q2 2026 Aug 10, 2026
Richard P Slaughter Associates Inc History No change 27,855 1,272 0.25% 0.25% 156 0 0.0% Q2 2026 Jul 13, 2026
PRIVATE TRUST CO NA History No change 27,151 1,240 0.1% 0.1% 157 0 0.0% Q2 2026 Jul 28, 2026
Cordgrass Capital Advisors, LLC History No change 26,481 1,210 0.45% 0.45% 158 0 0.0% Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History No change 26,382 1,205 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 12, 2026
Private Advisor Group, LLC History No change 25,208 1,152 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 27, 2026
Lunt Capital Management, Inc. History No change 25,198 1,151 0.42% 0.42% 161 0 0.0% Q2 2026 Jul 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 23,436 1,071 0.02% 0.02% 162 0 0.0% Q2 2026 Jul 14, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 23,143 1,057 0.38% 0.38% 163 0 0.0% Q2 2026 Jul 14, 2026
Quantum Financial Planning Services, Inc. History No change 22,412 1,024 0.32% 0.32% 164 0 0.0% Q2 2026 Jul 15, 2026
Private Wealth Asset Management, LLC History No change 22,194 1,014 0.1% 0.1% 165 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History No change 20,988 959 0.02% 0.02% 166 0 0.0% Q2 2026 Jul 31, 2026
Perennial Investment Advisors, LLC History No change 20,544 938 0.06% 0.06% 167 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 20,070 917 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 19,510 891 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 07, 2026
PFG Investments, LLC History No change 18,766 857 0.03% 0.03% 170 0 0.0% Q2 2026 Jul 23, 2026
Turtle Creek Wealth Advisors, LLC History No change 18,415 841 0.04% 0.04% 171 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 18,295 836 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 18,263 834 0.07% 0.07% 173 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 17,294 790 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History No change 17,321 788 0.04% 0.04% 175 0 0.0% Q2 2026 Jul 14, 2026
Amplius Wealth Advisors, LLC History No change 16,528 755 0.06% 0.06% 176 0 0.0% Q2 2026 Jul 17, 2026
AMERIPRISE FINANCIAL INC History No change 16,478 753 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 14, 2026
John W. Brooker & Co., CPAs History No change 15,786 721 0.87% 0.87% 178 0 0.0% Q2 2026 Jul 20, 2026
FIFTH THIRD SECURITIES, INC. History No change 15,647 715 0.04% 0.04% 179 0 0.0% Q2 2026 Jul 15, 2026
CORA CAPITAL ADVISORS LLC History No change 15,422 704 0.2% 0.2% 180 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 14,757 674 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 12, 2026
Portfolio Resources Advisor Group, Inc. History No change 14,768 674 0.57% 0.57% 182 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 14,185 648 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 14,085 643 0.02% 0.02% 184 0 0.0% Q2 2026 Jul 13, 2026
Worth Financial Advisory Group, LLC History No change 13,658 624 0.26% 0.26% 185 0 0.0% Q2 2026 Jul 30, 2026
Farther Finance Advisors, LLC History No change 13,558 619 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 17, 2026
WADDELL & ASSOCIATES, LLC History No change 13,258 605 0.03% 0.03% 187 0 0.0% Q2 2026 Jul 15, 2026
Ducere Wealth Management LLC History No change 13,225 604 0.18% 0.18% 188 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Wealth, LLC History No change 12,645 577 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 10, 2026
Beckerman Institutional, LLC History No change 12,500 571 0.27% 0.27% 190 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 12,151 555 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 27, 2026
Prospera Financial Services Inc History No change 12,026 549 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 15, 2026
WORLD EQUITY GROUP, INC. History No change 11,880 542 0.12% 0.12% 193 0 0.0% Q2 2026 Jul 09, 2026
LRI Investments, LLC History No change 11,699 534 0.04% 0.04% 194 0 0.0% Q2 2026 Jul 14, 2026
ASSETMARK, INC History No change 11,675 533 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 11,652 532 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 11,588 529 0.03% 0.03% 197 0 0.0% Q2 2026 Aug 04, 2026
EdgeRock Capital LLC History No change 11,455 523 0.12% 0.12% 198 0 0.0% Q2 2026 Jul 24, 2026
NORTHERN TRUST CORP History No change 11,431 522 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Allspring Global Investments Holdings, LLC History No change 11,248 517 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 11,213 512 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 11, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 10,779 492 0.03% 0.03% 202 0 0.0% Q2 2026 Jul 23, 2026
CITIGROUP INC History No change 10,521 480 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 10,518 480 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 10,482 479 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 10,339 472 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 10, 2026
Waterloo Capital, L.P. History No change 9,717 444 0.02% 0.02% 207 0 0.0% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History No change 9,437 431 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 18, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 9,318 425 0.07% 0.07% 209 0 0.0% Q2 2026 Jul 24, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 9,126 417 0.02% 0.02% 210 0 0.0% Q2 2026 Jul 31, 2026
Goelzer Investment Management, Inc. History No change 8,953 409 0.02% 0.02% 211 0 0.0% Q2 2026 Jul 14, 2026
Focus Partners Wealth History No change 8,892 406 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 12, 2026
Round Rock Advisors LLC History No change 8,790 401 0.05% 0.05% 213 0 0.0% Q2 2026 Aug 12, 2026
Alteri Wealth LLC History No change 8,696 397 0.11% 0.11% 214 0 0.0% Q2 2026 Jul 29, 2026
SFE Investment Counsel History No change 8,654 395 0.05% 0.05% 215 0 0.0% Q2 2026 Aug 05, 2026
Legacy Advisors, LLC History No change 8,649 395 0.04% 0.04% 216 0 0.0% Q2 2026 Jul 24, 2026
Ausdal Financial Partners, Inc. History No change 8,574 391 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 14, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 8,127 371 0.29% 0.29% 218 0 0.0% Q2 2026 Aug 14, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 8,117 370 0.09% 0.09% 219 0 0.0% Q2 2026 Aug 14, 2026
BFI Wealth Solutions, LLC History No change 8,000 365 0.27% 0.27% 220 0 0.0% Q2 2026 Aug 07, 2026
INTEGRITY ALLIANCE, LLC. History No change 7,787 355 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 31, 2026
CASCADE INVESTMENT GROUP, INC. History No change 7,747 354 0.2% 0.2% 222 0 0.0% Q2 2026 Jul 23, 2026
Cambridge Advisors Inc. History No change 7,600 347 0.06% 0.06% 223 0 0.0% Q2 2026 Jul 16, 2026
46 Peaks LLC History No change 7,508 343 0.22% 0.22% 224 0 0.0% Q2 2026 Aug 04, 2026
True Link Financial Advisors, LLC History No change 7,237 330 0.02% 0.02% 225 0 0.0% Q2 2026 Jul 31, 2026
VERUS CAPITAL PARTNERS, LLC History No change 7,203 329 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 06, 2026
BRIGHTON JONES LLC History No change 7,032 321 0.01% 0.01% 227 0 0.0% Q2 2026 Aug 11, 2026
Belpointe Asset Management LLC History No change 7,010 320 0.01% 0.01% 228 0 0.0% Q2 2026 Jul 31, 2026
Aprio Wealth Management, LLC History No change 6,786 310 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 24, 2026
Wagner Wealth Management, LLC History No change 6,777 309 0.06% 0.06% 230 0 0.0% Q2 2026 Jul 24, 2026
Destiny Wealth Partners, LLC History No change 6,551 307 0.04% 0.04% 231 0 0.0% Q2 2026 Aug 07, 2026
Heritage Wealth Management, Inc. History No change 6,576 300 0.07% 0.07% 232 0 0.0% Q2 2026 Jul 28, 2026
Camelot Portfolios, LLC History No change 6,554 299 0.21% 0.21% 233 0 0.0% Q2 2026 Jul 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 6,531 298 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 27, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 6,359 290 0.09% 0.09% 235 0 0.0% Q2 2026 Jul 29, 2026
LANARK FINANCIAL, INC. History No change 6,331 289 0.02% 0.02% 236 0 0.0% Q2 2026 Jul 21, 2026
Stokes Family Office, LLC History No change 6,317 288 0.03% 0.03% 237 0 0.0% Q2 2026 Aug 11, 2026
Global Assets Advisory, LLC History No change 6,092 277 0.06% 0.06% 238 0 0.0% Q2 2026 Jul 27, 2026
Empirical Asset Management, LLC History No change 6,058 276 0.06% 0.06% 239 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 6,027 275 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 20, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 5,893 269 0.01% 0.01% 241 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 5,862 267 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 04, 2026
Dala Group, LLC History No change 5,803 265 0.22% 0.22% 243 0 0.0% Q2 2026 Aug 10, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 5,776 263 0.06% 0.06% 244 0 0.0% Q2 2026 Aug 14, 2026
OPTIMA CAPITAL LLC History No change 5,740 262 0.1% 0.1% 245 0 0.0% Q2 2026 Jul 24, 2026
VANGUARD ADVISERS INC History No change 5,712 261 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 13, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 5,553 253 0.2% 0.2% 247 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning Group LLC History No change 5,449 252 0.03% 0.03% 248 0 0.0% Q2 2026 Jul 29, 2026
Apollon Financial, LLC History No change 5,324 243 0.03% 0.03% 249 0 0.0% Q2 2026 Jul 22, 2026
HARBOUR INVESTMENTS, INC. History No change 5,301 242 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 5,311 242 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 14, 2026
Segment Wealth Management, LLC History No change 5,270 240 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 16, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 5,081 232 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 5,044 230 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 06, 2026
Hilltop Holdings Inc. History No change 4,930 225 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 4,894 223 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 11, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 4,866 222 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 24, 2026
Lantern Wealth Advisors, LLC History No change 4,824 220 0.1% 0.1% 258 0 0.0% Q2 2026 Jul 28, 2026
Patriot Financial Group Insurance Agency, LLC History No change 4,786 218 0.02% 0.02% 259 0 0.0% Q2 2026 Jul 16, 2026
Root Financial Partners, LLC History No change 4,626 211 0.01% 0.01% 260 0 0.0% Q2 2026 Jul 29, 2026
HRT FINANCIAL LP History No change 4,593 209 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 4,439 202 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 4,420 201 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 4,351 198 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 12, 2026
MONTAG A & ASSOCIATES INC History No change 3,705 169 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 05, 2026
10Elms LLP History No change 3,068 168 0.07% 0.07% 266 0 0.0% Q2 2026 Aug 14, 2026
PlanVest Financial, Inc History No change 3,672 167 0.11% 0.11% 267 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 3,314 151 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 3,168 144 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 3,113 142 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 11, 2026
ASHTON THOMAS SECURITIES, LLC History No change 2,887 131 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 27, 2026
Salomon & Ludwin, LLC History No change 2,794 127 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 07, 2026
United Community Bank History No change 2,645 120 0.04% 0.04% 273 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 2,621 119 0.03% 0.03% 274 0 0.0% Q2 2026 Jul 28, 2026
Beaird Harris Wealth Management, LLC History No change 2,414 110 0.01% 0.01% 275 0 0.0% Q2 2026 Jul 08, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,377 108 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History No change 2,338 106 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 05, 2026
HM PAYSON & CO History No change 2,143 97 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,894 86 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 07, 2026
Creative Capital Management Investments LLC History No change 1,871 85 0.02% 0.02% 280 0 0.0% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,845 84 0.01% 0.01% 281 0 0.0% Q2 2026 Jul 07, 2026
PROFFITT & GOODSON INC History No change 1,733 79 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 22, 2026
MidFirst Bank History No change 1,645 75 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 07, 2026
CNB Bank History No change 1,623 74 0.03% 0.03% 284 0 0.0% Q2 2026 Aug 06, 2026
TD Waterhouse Canada Inc. History No change 1,561 70 0.0% 0.0% 285 0 0.0% Q2 2026 Jul 27, 2026
JFS WEALTH ADVISORS, LLC History No change 1,409 64 0.0% 0.0% 286 0 0.0% Q2 2026 Jul 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,384 63 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 10, 2026
Johnson Financial Group, Inc. History No change 1,267 57 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 10, 2026
Evelyn Partners Group Ltd History No change 1,250 57 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 1,235 56 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 22, 2026
Brooklyn FI, LLC History No change 1,219 56 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 04, 2026
Continuum Advisory, LLC History No change 1,136 51 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,076 49 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 12, 2026
Vanguard National Trust Co History No change 1,064 48 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History No change 983 44 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 27, 2026
TOMPKINS FINANCIAL CORP History No change 978 44 0.0% 0.0% 296 0 0.0% Q3 2026 Oct 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 949 43 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 13, 2026
AE Wealth Management LLC History No change 906 41 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 03, 2026
IFG Advisory, LLC History No change 903 41 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
Miller Global Investments, LLC History No change 902 41 0.03% 0.03% 300 0 0.0% Q3 2026 Oct 02, 2026