Goldman Sachs ETF Trust - GSST
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,332,813 | 117,982 | 0.01% | 0.01% | 1 | +361,054 | 18.31% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 1,923,139 | 97,262 | 0.02% | 0.02% | 2 | +266,679 | 16.1% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,635,196 | 82,700 | 0.01% | 0.01% | 3 | -324,077 | -16.54% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,485,835 | 75,146 | 0.02% | 0.02% | 4 | +217,170 | 17.12% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 1,246,547 | 63,044 | 0.06% | 0.06% | 5 | +1,114,797 | 846.15% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,212,579 | 61,295 | 0.16% | 0.16% | 6 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 1,016,204 | 51,394 | 2.72% | 1.12% | 7 | +648,155 | 176.11% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 938,819 | 47,480 | 0.01% | 0.01% | 8 | +132,805 | 16.48% | Q2 2026 | Aug 14, 2026 |
| Kensington Asset Management, LLC | History | Added to | 905,991 | 45,820 | 2.5% | 2.25% | 9 | +86,753 | 10.59% | Q2 2026 | Aug 12, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 816,573 | 41,298 | 3.03% | 3.17% | 10 | +64,286 | 8.55% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | Added to | 730,893 | 36,964 | 0.0% | 0.0% | 11 | +122,305 | 20.1% | Q2 2026 | Aug 13, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 665,670 | 33,666 | 19.15% | 32.1% | 12 | -448,614 | -40.26% | Q2 2026 | Jul 31, 2026 |
| SPINNAKER TRUST | History | Added to | 608,555 | 30,777 | 1.49% | 0.9% | 13 | +288,322 | 90.04% | Q2 2026 | Aug 03, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 540,585 | 27,340 | 3.32% | 2.49% | 14 | +154,072 | 39.86% | Q2 2026 | Aug 12, 2026 |
| Proficio Capital Partners LLC | History | Added to | 465,485 | 23,541 | 0.84% | 0.01% | 15 | +461,045 | 10383.9% | Q2 2026 | Aug 14, 2026 |
| FreeGulliver LLC | History | Added to | 429,980 | 21,746 | 7.67% | 6.38% | 16 | +130,372 | 43.51% | Q2 2026 | Aug 11, 2026 |
| Avestar Capital, LLC | History | Added to | 408,736 | 20,671 | 1.15% | 1.32% | 17 | +2,270 | 0.56% | Q2 2026 | Jul 29, 2026 |
| One Capital Management, LLC | History | No change | 341,312 | 17,253 | 0.48% | 0.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 322,583 | 16,314 | 2.48% | 2.39% | 19 | +31,484 | 10.82% | Q2 2026 | Jul 20, 2026 |
| Andrews Advisory Associates, LLC | History | Added to | 316,226 | 15,993 | 7.69% | 8.37% | 20 | +1,812 | 0.58% | Q2 2026 | Jul 17, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 288,174 | 14,574 | 7.87% | 9.33% | 21 | +10,927 | 3.94% | Q2 2026 | Jul 09, 2026 |
| Fortis Capital Management LLC | History | Reduced | 203,994 | 10,316 | 1.15% | 1.06% | 22 | -783 | -0.38% | Q2 2026 | Aug 12, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 187,391 | 9,477 | 4.59% | 4.99% | 23 | -4,719 | -2.46% | Q2 2026 | Jul 30, 2026 |
| Mainstream Capital Management LLC | History | Added to | 187,377 | 9,476 | 5.71% | 5.97% | 24 | +11,302 | 6.42% | Q2 2026 | Jul 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 175,621 | 8,882 | 1.44% | 1.56% | 25 | +11,063 | 6.72% | Q2 2026 | Aug 03, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 171,465 | 8,671 | 3.14% | 3.21% | 26 | +9,395 | 5.8% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 168,924 | 8,543 | 0.0% | 0.0% | 27 | +11,908 | 7.58% | Q2 2026 | Aug 12, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 164,299 | 8,309 | 4.2% | 6.06% | 28 | -52,051 | -24.06% | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, LLC | History | Added to | 154,997 | 7,835 | 0.52% | 0.27% | 29 | +81,250 | 110.17% | Q2 2026 | Aug 07, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 150,598 | 7,616 | 0.69% | 2.85% | 30 | +2,993 | 2.03% | Q2 2026 | Aug 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 142,452 | 7,204 | 0.67% | 1.06% | 31 | -56,979 | -28.57% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | Added to | 129,429 | 6,547 | 0.01% | 0.01% | 32 | +7,359 | 6.03% | Q2 2026 | Aug 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Added to | 128,768 | 6,512 | 0.33% | 0.36% | 33 | +11,400 | 9.71% | Q2 2026 | Aug 04, 2026 |
| Trask Adam Roland | History | No change | 111,933 | 5,658 | 5.35% | 5.35% | 34 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Reduced | 101,212 | 5,118 | 0.45% | 0.87% | 35 | -62,045 | -38.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 97,918 | 4,952 | 0.01% | 0.01% | 36 | +3,962 | 4.22% | Q2 2026 | Aug 13, 2026 |
| Burnham & Co LLC | History | New | 96,046 | 4,857 | 3.92% | — | 37 | +96,046 | New | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 94,092 | 4,758 | 0.01% | 0.01% | 38 | +17,376 | 22.65% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 91,317 | 4,618 | 0.0% | 0.01% | 39 | -10,784 | -10.56% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 90,977 | 4,601 | 0.26% | 0.26% | 40 | +12,564 | 16.02% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 87,989 | 4,450 | 0.02% | 0.02% | 41 | +23,543 | 36.53% | Q2 2026 | Aug 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 87,691 | 4,434 | 0.44% | 1.3% | 42 | -144,829 | -62.29% | Q2 2026 | Jul 09, 2026 |
| Corient Private Wealth LP | History | Reduced | 87,523 | 4,426 | 0.01% | 0.01% | 43 | -27,380 | -23.83% | Q2 2026 | Aug 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 83,123 | 4,203 | 0.02% | 0.01% | 44 | +28,428 | 51.98% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 83,000 | 4,197 | 0.09% | 0.08% | 45 | +10,917 | 15.15% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 81,581 | 4,120 | 0.51% | — | 46 | +81,581 | New | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Reduced | 78,942 | 3,992 | 0.0% | 0.01% | 47 | -96,135 | -54.91% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 77,305 | 3,875 | 0.53% | 0.64% | 48 | -4,561 | -5.57% | Q2 2026 | Jul 23, 2026 |
| G&S Capital LLC | History | Added to | 75,562 | 3,821 | 1.11% | 1.32% | 49 | +1,236 | 1.66% | Q2 2026 | Jul 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 73,800 | 3,732 | 0.01% | 0.01% | 50 | +30,048 | 68.68% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 68,699 | 3,474 | 0.01% | 0.01% | 51 | -5,819 | -7.81% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 66,172 | 3,346 | 0.17% | 0.19% | 52 | -2,160 | -3.16% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 65,780 | 3,326 | 0.03% | 0.03% | 53 | +5,998 | 10.03% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 63,076 | 3,190 | 0.0% | 0.0% | 54 | +24,710 | 64.41% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 60,311 | 3,050 | 0.56% | 0.02% | 55 | +58,598 | 3420.78% | Q2 2026 | Jul 24, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 59,751 | 3,021 | 1.05% | 1.08% | 56 | +3,249 | 5.75% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 57,312 | 2,898 | 0.2% | 0.21% | 57 | +6,278 | 12.3% | Q2 2026 | Aug 13, 2026 |
| Jeter Robert S II | History | Reduced | 54,271 | 2,738 | 2.62% | 2.83% | 58 | -2,122 | -3.76% | Q2 2026 | Jul 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 51,214 | 2,589 | 0.01% | 0.02% | 59 | -1,240 | -2.36% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 50,293 | 2,543 | 0.0% | 0.0% | 60 | +6,484 | 14.8% | Q2 2026 | Aug 12, 2026 |
| Wills Financial Group LLC | History | Reduced | 49,345 | 2,495 | 0.91% | 0.96% | 61 | -1,120 | -2.22% | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 47,801 | 2,417 | 1.12% | 1.24% | 62 | -730 | -1.5% | Q2 2026 | Jul 24, 2026 |
| Signature Equity Partners, LLC | History | Added to | 42,554 | 2,152 | 0.99% | 0.93% | 63 | +8,144 | 23.67% | Q2 2026 | Jul 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 41,708 | 2,109 | 0.03% | 0.04% | 64 | +3,740 | 9.85% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 40,276 | 2,037 | 0.0% | 0.0% | 65 | -14,003 | -25.8% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 36,352 | 1,838 | 0.01% | 0.01% | 66 | +5,374 | 17.35% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,136 | 1,823 | 0.0% | 0.01% | 67 | -16,845 | -31.79% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 35,313 | 1,785 | 0.0% | 0.0% | 68 | +1,203 | 3.53% | Q2 2026 | Aug 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 33,843 | 1,711 | 0.1% | 0.08% | 69 | +11,585 | 52.05% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,363 | 1,687 | 0.0% | 0.0% | 70 | -5,111 | -13.28% | Q2 2026 | Sep 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 33,040 | 1,670 | 0.02% | 0.02% | 71 | +2,122 | 6.86% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 32,312 | 1,634 | 0.02% | — | 72 | +32,312 | New | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 27,735 | 1,402 | 0.01% | 0.01% | 73 | +1,600 | 6.12% | Q2 2026 | Jul 13, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 27,280 | 1,379 | 0.98% | 1.22% | 74 | -1,100 | -3.88% | Q2 2026 | Jul 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 27,068 | 1,368 | 0.02% | 0.02% | 75 | -150 | -0.55% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,891 | 1,360 | 0.0% | 0.01% | 76 | -566 | -2.06% | Q2 2026 | Jul 28, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 26,402 | 1,335 | 1.11% | 1.32% | 77 | +3,333 | 14.45% | Q2 2026 | Jul 30, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 25,641 | 1,296 | 0.31% | 0.36% | 78 | +746 | 3.0% | Q2 2026 | Jul 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 24,645 | 1,246 | 0.02% | 0.06% | 79 | -13,545 | -35.47% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 24,419 | 1,234 | 0.01% | 0.0% | 80 | +5,408 | 28.45% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 23,620 | 1,194 | 0.0% | 0.0% | 81 | +1,911 | 8.8% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 23,573 | 1,192 | 0.0% | 0.0% | 82 | +5,477 | 30.27% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 22,421 | 1,133 | 0.02% | 0.02% | 83 | +157 | 0.71% | Q2 2026 | Aug 07, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 22,210 | 1,123 | 0.25% | 0.33% | 84 | -5,095 | -18.66% | Q2 2026 | Aug 04, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 21,702 | 1,097 | 0.15% | 0.13% | 85 | +4,159 | 23.71% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 21,123 | 1,068 | 0.03% | 0.04% | 86 | +337 | 1.62% | Q2 2026 | Jul 31, 2026 |
| Brio Consultants, LLC | History | Reduced | 20,175 | 1,020 | 0.12% | 0.18% | 87 | -8,538 | -29.74% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 19,800 | 1,001 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 16,700 | 844 | 0.05% | 0.02% | 90 | +9,700 | 138.57% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 16,690 | 844 | 0.01% | 0.01% | 89 | -895 | -5.09% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 16,444 | 831 | 0.01% | 0.01% | 91 | +1,012 | 6.56% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,565 | 787 | 0.0% | 0.0% | 92 | +8,230 | 112.2% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 15,374 | 777 | 0.09% | 0.07% | 93 | +4,152 | 37.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 14,127 | 714 | 0.0% | 0.01% | 94 | -2,642 | -15.76% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,070 | 711 | 0.01% | 0.01% | 95 | +577 | 4.28% | Q2 2026 | Jul 17, 2026 |
| Procyon Advisors, LLC | History | Reduced | 13,773 | 696 | 0.03% | 0.04% | 96 | -2,526 | -15.5% | Q2 2026 | Jul 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 13,705 | 693 | 0.03% | 0.14% | 97 | -38,578 | -73.79% | Q2 2026 | Jul 23, 2026 |
| Burford Brothers, Inc. | History | Reduced | 13,577 | 686 | 0.25% | 0.3% | 98 | -1,040 | -7.12% | Q2 2026 | Jul 28, 2026 |
| Everest Private Wealth | History | Reduced | 12,542 | 634 | 0.24% | 0.96% | 99 | -24,878 | -66.48% | Q2 2026 | Aug 07, 2026 |
| Rock Point Advisors, LLC | History | No change | 11,875 | 600 | 0.15% | 0.16% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 11,797 | 596 | 0.0% | 0.0% | 101 | +3,383 | 40.21% | Q2 2026 | Aug 13, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 11,657 | 589 | 0.58% | 0.6% | 102 | -251 | -2.11% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,383 | 575 | 0.0% | 0.0% | 103 | +3,752 | 49.17% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 11,285 | 570 | 0.02% | 0.01% | 104 | +3,282 | 41.01% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,928 | 552 | 0.01% | 0.0% | 105 | +4,651 | 74.1% | Q2 2026 | Jul 28, 2026 |
| ATWOOD & PALMER INC | History | No change | 10,558 | 533 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,500 | 531 | 0.0% | 0.0% | 108 | +2,000 | 23.53% | Q2 2026 | Jul 27, 2026 |
| Atlas Brown,Inc. | History | No change | 10,500 | 531 | 0.14% | 0.16% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,367 | 524 | 0.0% | 0.0% | 109 | +645 | 6.63% | Q2 2026 | Aug 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 9,462 | 478 | 0.26% | 0.29% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 9,392 | 475 | 0.0% | — | 111 | +9,392 | New | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | New | 8,960 | 453 | 0.01% | — | 112 | +8,960 | New | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | New | 8,736 | 441 | 0.0% | — | 113 | +8,736 | New | Q2 2026 | Aug 14, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 8,306 | 420 | 0.15% | 0.17% | 114 | +11 | 0.13% | Q2 2026 | Jul 22, 2026 |
| Register Financial Advisors LLC | History | Reduced | 8,100 | 409 | 0.13% | 0.16% | 115 | -600 | -6.9% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,076 | 408 | 0.0% | 0.0% | 116 | +2,454 | 43.65% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,076 | 408 | 0.0% | 0.0% | 117 | +2,021 | 33.38% | Q2 2026 | Sep 08, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 7,498 | 379 | 0.27% | 0.41% | 118 | -3,348 | -30.87% | Q2 2026 | Aug 04, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 7,455 | 377 | 0.09% | 0.11% | 119 | -420 | -5.33% | Q2 2026 | Jul 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 7,330 | 370 | 0.07% | 1.25% | 120 | -105,443 | -93.5% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 7,109 | 359 | 0.02% | 0.02% | 121 | +288 | 4.22% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,065 | 357 | 0.01% | 0.01% | 122 | +59 | 0.84% | Q2 2026 | Jul 06, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 6,689 | 338 | 0.02% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,576 | 333 | 0.03% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| XY Planning Network, Inc. | History | Reduced | 6,300 | 318 | 0.04% | 0.19% | 125 | -17,509 | -73.54% | Q2 2026 | Jul 14, 2026 |
| Navalign, LLC | History | No change | 6,132 | 310 | 0.07% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,103 | 309 | 0.0% | 0.0% | 127 | +51 | 0.84% | Q2 2026 | Aug 05, 2026 |
| Advisory Alpha, LLC | History | New | 5,500 | 278 | 0.01% | — | 128 | +5,500 | New | Q2 2026 | Aug 11, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 5,373 | 271 | 0.1% | 0.12% | 129 | -106 | -1.93% | Q2 2026 | Jul 21, 2026 |
| Vision Retirement, LLC | History | Added to | 5,260 | 266 | 0.06% | 0.07% | 130 | +311 | 6.28% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | Reduced | 5,231 | 264 | 0.0% | 0.0% | 131 | -469 | -8.23% | Q2 2026 | Jul 30, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 4,866 | 246 | 0.06% | 0.16% | 132 | -5,115 | -51.25% | Q2 2026 | Aug 07, 2026 |
| North Forty Two & Co. | History | No change | 4,851 | 245 | 0.21% | 0.23% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 4,500 | 227 | 0.02% | 0.04% | 134 | -6,600 | -59.46% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | Reduced | 4,436 | 224 | 0.0% | 0.02% | 135 | -57,239 | -92.81% | Q2 2026 | Aug 14, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 4,386 | 221 | 0.09% | 0.12% | 136 | -459 | -9.47% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,329 | 218 | 0.0% | — | 137 | +4,329 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 4,272 | 215 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GKV Capital Management Co., Inc. | History | New | 4,219 | 213 | 0.07% | — | 139 | +4,219 | New | Q2 2026 | Jul 23, 2026 |
| TECTONIC ADVISORS LLC | History | New | 4,099 | 207 | 0.01% | — | 140 | +4,099 | New | Q2 2026 | Jul 15, 2026 |
| Summit Financial, LLC | History | New | 4,060 | 205 | 0.0% | — | 141 | +4,060 | New | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,958 | 200 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterway Wealth Management, LLC | History | New | 18,094 | 163 | 0.03% | — | 144 | +18,094 | New | Q2 2026 | Jul 13, 2026 |
| TD Capital Management LLC | History | Reduced | 3,237 | 163 | 0.01% | 0.05% | 143 | -7,443 | -69.69% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,907 | 147 | 0.0% | 0.0% | 145 | -343 | -10.55% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Reduced | 2,275 | 115 | 0.08% | 0.07% | 146 | -237 | -9.43% | Q2 2026 | Sep 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,065 | 104 | 0.0% | 0.0% | 147 | -372 | -15.26% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,046 | 103 | 0.01% | 0.01% | 148 | +75 | 3.81% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,967 | 99 | 0.01% | 0.01% | 149 | -284 | -12.62% | Q2 2026 | Jul 28, 2026 |
| Graney & King, LLC | History | No change | 1,620 | 81 | 0.03% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StrongBox Wealth, LLC | History | New | 1,154 | 58 | 0.02% | — | 151 | +1,154 | New | Q2 2026 | Jul 23, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 1,108 | 55 | 0.02% | 0.04% | 152 | -709 | -39.02% | Q2 2026 | Jul 28, 2026 |
| Financial Management Professionals, Inc. | History | No change | 500 | 25 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mascoma Wealth Management LLC | History | No change | 466 | 23 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 355 | 17 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 326 | 16 | 0.0% | 0.0% | 156 | +2 | 0.62% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 316 | 15 | 0.0% | 0.0% | 157 | -500 | -61.27% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 86 | 4 | 0.0% | — | 158 | +86 | New | Q2 2026 | Aug 11, 2026 |
| Financial Gravity Companies, Inc. | History | New | 71 | 3 | 0.0% | — | 159 | +71 | New | Q2 2026 | Aug 05, 2026 |
| POTENTIA WEALTH | History | Closed out | 0 | 0 | — | 2.75% | — | -140,967 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.11% | — | -28,567 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -5,457 | -100.0% | Q2 2026 | Jul 09, 2026 |
| CWC Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -5,308 | -100.0% | Q2 2026 | Jul 21, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,011 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,101 | -100.0% | Q2 2026 | Aug 18, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |