Harbor ETF Trust - HGER
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 16,889,289 | 495,531 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 13,816,604 | 405,379 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,754,670 | 369,247 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 3EDGE Asset Management, LP | History | No change | 4,379,803 | 128,503 | 5.73% | 5.73% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 3,674,133 | 107,799 | 0.82% | 0.82% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 3,317,519 | 97,336 | 7.2% | 7.2% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 3,234,296 | 94,894 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,122,947 | 91,627 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,059,281 | 89,759 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 1,368,604 | 40,154 | 0.27% | 0.27% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,356,950 | 39,812 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New Harbor Financial Group, LLC | History | No change | 1,274,824 | 37,403 | 5.91% | 5.91% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Horizon Advisory Services, Inc. | History | No change | 1,166,871 | 34,235 | 14.41% | 14.41% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 1,100,618 | 32,292 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,038,736 | 30,476 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 938,680 | 27,540 | 0.13% | 0.13% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CENTRAL TRUST Co | History | No change | 830,472 | 24,366 | 0.44% | 0.44% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 685,113 | 24,157 | 2.74% | 2.31% | 18 | +641 | 0.09% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 803,424 | 23,572 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellsworth Advisors, LLC | History | No change | 645,893 | 20,513 | 3.37% | 3.37% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vident Advisory, LLC | History | No change | 696,401 | 20,432 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowa Financial Group, Inc. | History | No change | 677,587 | 19,880 | 9.27% | 9.27% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aprio Wealth Management, LLC | History | No change | 661,890 | 19,419 | 0.96% | 0.96% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisor OS, LLC | History | No change | 597,689 | 17,536 | 1.17% | 1.17% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 576,978 | 16,929 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 525,690 | 15,423 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 524,162 | 15,378 | 0.4% | 0.4% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 512,286 | 15,030 | 1.64% | 1.64% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 358,070 | 12,625 | 3.39% | 2.67% | 29 | +10,512 | 3.02% | Q3 2026 | Oct 02, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 426,514 | 12,513 | 0.74% | 0.74% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jefferies Financial Group Inc. | History | No change | 400,149 | 11,740 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Choice Wealth Advisors LLC | History | No change | 398,929 | 11,704 | 4.11% | 4.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 395,385 | 11,600 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Persium Advisors, LLC | History | New | 320,806 | 11,311 | 5.92% | — | 34 | +320,806 | New | Q3 2026 | Oct 07, 2026 |
| Mariner, LLC | History | No change | 381,515 | 11,193 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 377,427 | 11,073 | 0.53% | 0.53% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 374,717 | 10,994 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 345,324 | 10,131 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 342,933 | 10,061 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 342,820 | 10,058 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Blue Trust, Inc. | History | No change | 338,031 | 9,917 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 328,981 | 9,652 | 2.53% | 2.53% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunrise Financial Services, LLC | History | No change | 328,814 | 9,647 | 5.73% | 5.73% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | Added to | 270,878 | 9,551 | 0.76% | 0.6% | 44 | +26,068 | 10.65% | Q3 2026 | Oct 07, 2026 |
| Csenge Advisory Group | History | No change | 320,728 | 9,410 | 0.38% | 0.38% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, LLC | History | No change | 286,041 | 9,224 | 0.62% | 0.62% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 308,481 | 9,050 | 5.29% | 5.29% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Great Diamond Partners, LLC | History | No change | 284,636 | 8,351 | 1.44% | 1.44% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 284,610 | 8,350 | 0.85% | 0.85% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 266,330 | 7,825 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 262,873 | 7,712 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | No change | 259,747 | 7,620 | 0.52% | 0.52% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Weil Company, Inc. | History | No change | 248,718 | 7,297 | 1.29% | 1.29% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | No change | 247,605 | 7,264 | 0.21% | 0.21% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| tru Independence LLC | History | No change | 246,510 | 7,232 | 3.16% | 3.16% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CROBAN | History | No change | 245,978 | 7,216 | 3.18% | 3.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 242,817 | 7,124 | 1.13% | 1.13% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 219,119 | 6,428 | 1.03% | 1.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NVWM, LLC | History | No change | 211,066 | 6,192 | 1.25% | 1.25% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 205,635 | 6,033 | 3.77% | 3.77% | 60 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Archford Capital Strategies, LLC | History | No change | 197,525 | 5,795 | 0.59% | 0.59% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 196,040 | 5,751 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beta Wealth Group, Inc. | History | No change | 192,621 | 5,651 | 2.12% | 2.12% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 181,729 | 5,331 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 173,685 | 5,095 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Echo45 Advisors LLC | History | Reduced | 137,203 | 4,837 | 2.2% | 2.09% | 66 | -881 | -0.64% | Q3 2026 | Oct 07, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 162,594 | 4,770 | 0.32% | 0.32% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 161,887 | 4,750 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empire Financial Management Company, LLC | History | No change | 153,402 | 4,500 | 1.78% | 1.78% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | No change | 153,273 | 4,497 | 0.52% | 0.52% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vise Technologies, Inc. | History | No change | 152,706 | 4,480 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 145,375 | 4,444 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 147,962 | 4,341 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 144,878 | 4,250 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHANNEL WEALTH LLC | History | No change | 142,628 | 4,184 | 0.94% | 0.94% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | No change | 142,546 | 4,182 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 140,808 | 4,131 | 0.49% | 0.49% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 138,533 | 4,064 | 0.81% | 0.81% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Platform Technology Partners | History | No change | 138,010 | 4,049 | 0.66% | 0.66% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneAscent Financial Services LLC | History | No change | 136,663 | 4,009 | 0.19% | 0.19% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 133,199 | 3,908 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SFG Wealth Management, LLC. | History | No change | 131,024 | 3,844 | 1.38% | 1.38% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 126,908 | 3,723 | 0.68% | 0.68% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Randall & Associates Wealth Management | History | No change | 125,824 | 3,691 | 2.28% | 2.28% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 114,559 | 3,361 | 0.21% | 0.21% | 85 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 91,005 | 3,208 | 0.08% | 0.05% | 86 | +29,380 | 47.68% | Q3 2026 | Oct 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 104,656 | 3,070 | 0.12% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 104,199 | 3,057 | 2.12% | 2.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 100,511 | 2,948 | 1.62% | 1.62% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONECO ADVISORS, LLC | History | No change | 96,846 | 2,841 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 96,115 | 2,820 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COURIER CAPITAL LLC | History | No change | 94,812 | 2,781 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 91,072 | 2,672 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 89,557 | 2,627 | 0.5% | 0.5% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 83,363 | 2,445 | 0.55% | 0.55% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 82,434 | 2,418 | 0.23% | 0.23% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 79,741 | 2,339 | 0.32% | 0.32% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 74,487 | 2,185 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 74,051 | 2,172 | 0.59% | 0.59% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 72,019 | 2,113 | 0.88% | 0.88% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 68,054 | 1,996 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 67,963 | 1,994 | 0.14% | 0.14% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 64,069 | 1,986 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICUS CAPITAL | History | No change | 66,096 | 1,939 | 0.13% | 0.13% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 65,600 | 1,924 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 65,235 | 1,913 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | No change | 64,835 | 1,902 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Opus Financial Solutions LLC | History | No change | 63,504 | 1,863 | 1.5% | 1.5% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 58,711 | 1,722 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 55,725 | 1,634 | 0.97% | 0.97% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meridian Wealth Management, LLC | History | No change | 53,902 | 1,581 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 51,617 | 1,514 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 50,516 | 1,482 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 46,689 | 1,369 | 0.38% | 0.38% | 114 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Worth Asset Management, LLC | History | Added to | 35,695 | 1,258 | 0.37% | 0.16% | 115 | +18,687 | 109.87% | Q3 2026 | Oct 07, 2026 |
| Embree Financial Group | History | No change | 42,858 | 1,257 | 0.13% | 0.13% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 42,586 | 1,249 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 42,567 | 1,248 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 40,777 | 1,196 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 40,708 | 1,194 | 0.12% | 0.12% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wallace Advisory Group, LLC | History | No change | 40,135 | 1,177 | 1.11% | 1.11% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 39,339 | 1,154 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 37,893 | 1,111 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 37,378 | 1,100 | 0.24% | 0.24% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 36,999 | 1,085 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | No change | 36,541 | 1,072 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 36,037 | 1,057 | 0.12% | 0.12% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SK Wealth Management, LLC | History | No change | 31,551 | 1,055 | 0.24% | 0.24% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Preferred, LLC | History | No change | 34,571 | 1,025 | 0.16% | 0.16% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 34,708 | 1,016 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 34,592 | 1,014 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arkadios Wealth Advisors | History | No change | 34,440 | 1,010 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,238 | 945 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 30,449 | 893 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| STAR Financial Bank | History | No change | 30,015 | 880 | 0.36% | 0.36% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,790 | 874 | 0.01% | 0.0% | 136 | +18,574 | 298.81% | Q3 2026 | Oct 08, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 24,432 | 862 | 0.12% | 0.11% | 138 | +325 | 1.35% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 29,388 | 862 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 4J Wealth Management LLC | History | No change | 28,639 | 840 | 0.41% | 0.41% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 28,188 | 827 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 27,755 | 814 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 26,838 | 787 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 26,066 | 764 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 25,705 | 754 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 25,728 | 754 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 25,678 | 753 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Richmond Investment Services, LLC | History | No change | 25,603 | 751 | 0.24% | 0.24% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneAscent Family Office, LLC | History | No change | 24,676 | 723 | 0.36% | 0.36% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 24,265 | 711 | 0.72% | 0.72% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ballew Advisors, Inc | History | Added to | 19,957 | 704 | 0.35% | 0.12% | 150 | +12,382 | 163.46% | Q3 2026 | Oct 05, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 24,731 | 685 | 0.51% | 0.51% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 19,157 | 675 | 0.02% | — | 152 | +19,157 | New | Q3 2026 | Oct 08, 2026 |
| Balboa Wealth Partners | History | No change | 22,079 | 647 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 20,855 | 635 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KWB Wealth | History | No change | 21,552 | 632 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 21,348 | 626 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NWAM LLC | History | No change | 20,832 | 611 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 19,470 | 571 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NewEdge Advisors, LLC | History | No change | 19,072 | 559 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORDEN GROUP LLC | History | No change | 19,026 | 558 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Presidio Capital Management, LLC | History | No change | 18,853 | 553 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 18,681 | 548 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CGN Advisors LLC | History | No change | 18,340 | 538 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 18,247 | 535 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 18,134 | 531 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 17,363 | 509 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 17,302 | 507 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneAscent Wealth Management LLC | History | No change | 17,275 | 506 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 17,191 | 504 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 16,247 | 476 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Alpha, LLC | History | No change | 16,198 | 475 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 16,112 | 472 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vavra Capital Management, LLC | History | No change | 15,155 | 444 | 0.39% | 0.39% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PFG Investments, LLC | History | No change | 14,537 | 426 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Entelevest, LLC | History | No change | 14,317 | 420 | 0.36% | 0.36% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,232 | 388 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 13,067 | 383 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 13,022 | 382 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stokes Capital Advisors, LLC | History | New | 10,811 | 381 | 0.08% | — | 179 | +10,811 | New | Q3 2026 | Oct 09, 2026 |
| Prospera Financial Services Inc | History | No change | 12,829 | 376 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 12,838 | 376 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 12,632 | 370 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Aventura Private Wealth, LLC | History | No change | 12,192 | 357 | 0.11% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PFG Advisors | History | No change | 11,911 | 349 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Matrix Trust Co | History | Reduced | 9,712 | 342 | 0.05% | 0.16% | 185 | -27,168 | -73.67% | Q3 2026 | Oct 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11,587 | 339 | 0.14% | 0.14% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 11,252 | 330 | 0.08% | 0.08% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 9,509 | 320 | 0.21% | 0.21% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,899 | 319 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 10,862 | 318 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,858 | 318 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 10,690 | 313 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EASTERN BANK | History | Added to | 8,678 | 305 | 0.0% | 0.0% | 193 | +280 | 3.33% | Q3 2026 | Oct 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,610 | 281 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 9,610 | 281 | 0.13% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Trajan Wealth LLC | History | No change | 9,295 | 272 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eagle Strategies LLC | History | No change | 9,187 | 269 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 9,148 | 268 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Englebert Financial Advisers, LLC | History | No change | 9,141 | 268 | 0.26% | 0.26% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,000 | 264 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harvest Investment Services, LLC | History | No change | 8,695 | 255 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Family Office Research LLC | History | No change | 8,710 | 255 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 8,637 | 253 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crewe Advisors LLC | History | No change | 7,870 | 230 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 7,819 | 229 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 7,661 | 224 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,200 | 181 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,985 | 150 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 4,738 | 139 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,090 | 120 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 3,676 | 108 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 3,611 | 105 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,077 | 90 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 2,872 | 84 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 2,467 | 72 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBH Bank | History | No change | 2,475 | 72 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 2,292 | 67 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,900 | 55 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,709 | 50 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 1,686 | 49 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 1,325 | 38 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | History | No change | 1,235 | 36 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,212 | 35 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 777 | 22 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | No change | 714 | 20 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 698 | 20 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 646 | 18 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 575 | 16 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 455 | 13 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GK Wealth Management LLC | History | New | 356 | 12 | 0.01% | — | 230 | +356 | New | Q3 2026 | Oct 09, 2026 |
| JNBA Financial Advisors | History | No change | 255 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 165 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 153 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 0.85% | — | -49,339 | -100.0% | Q3 2026 | Oct 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |