VanEck Bitcoin ETF - HODL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | No change | 14,800,670 | 245,839 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEOS Investment Management LLC | History | No change | 5,282,111 | 87,735 | 0.32% | 0.32% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 2,191,876 | 36,407 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 983,628 | 16,338 | 1.06% | 1.06% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gradient Investments LLC | History | Reduced | 666,950 | 15,753 | 0.23% | 0.21% | 5 | -255,424 | -27.69% | Q3 2026 | Oct 08, 2026 |
| Berger Financial Group, Inc | History | No change | 828,848 | 13,767 | 0.7% | 0.7% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 733,783 | 12,188 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 696,070 | 11,561 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 370,590 | 6,155 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farringdon Capital, Ltd. | History | No change | 296,450 | 4,924 | 2.44% | 2.44% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplify Asset Management Inc. | History | No change | 264,427 | 4,392 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 259,853 | 4,316 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 246,017 | 4,086 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 220,925 | 3,669 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quadrature Capital Ltd | History | No change | 217,049 | 3,605 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 179,031 | 2,973 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mattson Financial Services, LLC | History | No change | 132,660 | 2,409 | 0.5% | 0.5% | 17 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Qube Research & Technologies Ltd | History | No change | 118,888 | 1,974 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 106,259 | 1,947 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Addison Capital Co | History | No change | 114,594 | 1,903 | 0.31% | 0.31% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 91,200 | 1,514 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 86,092 | 1,429 | 0.39% | 0.39% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 86,092 | 1,429 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 67,383 | 1,119 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 63,758 | 1,059 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | No change | 53,363 | 964 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ascent Advisors, LLC | History | No change | 55,647 | 943 | 1.09% | 1.09% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 36,752 | 868 | 0.07% | 0.05% | 28 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 49,154 | 816 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 48,977 | 813 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 42,418 | 704 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 39,669 | 658 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mason & Associates Inc | History | No change | 38,637 | 641 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 38,400 | 637 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambria Investment Management, L.P. | History | No change | 37,690 | 626 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 33,917 | 563 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 33,716 | 560 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HighTower Advisors, LLC | History | No change | 32,078 | 532 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 22,482 | 531 | 0.01% | 0.01% | 39 | -5,319 | -19.13% | Q3 2026 | Oct 08, 2026 |
| Tactive Advisors, LLC | History | Added to | 19,119 | 451 | 0.11% | 0.07% | 40 | +2,491 | 14.98% | Q3 2026 | Oct 08, 2026 |
| Csenge Advisory Group | History | No change | 26,790 | 444 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 25,770 | 428 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 25,727 | 427 | 0.13% | 0.13% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IRON Financial LLC | History | No change | 25,505 | 423 | 0.17% | 0.17% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 23,081 | 383 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banco BTG Pactual S.A. | History | No change | 23,085 | 383 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 15,984 | 377 | 0.15% | 0.08% | 47 | +3,128 | 24.33% | Q3 2026 | Oct 13, 2026 |
| Financial Partners Group, Inc | History | No change | 22,325 | 370 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,100 | 367 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 21,713 | 360 | 0.27% | 0.27% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 13,814 | 326 | 0.06% | 0.04% | 51 | +52 | 0.38% | Q3 2026 | Oct 13, 2026 |
| Mirador Capital Partners LP | History | New | 13,733 | 324 | 0.04% | — | 52 | +13,733 | New | Q3 2026 | Oct 09, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 19,463 | 323 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Visionary Wealth Advisors | History | No change | 19,218 | 319 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MADDEN SECURITIES Corp | History | No change | 18,880 | 313 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 18,083 | 300 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Betterment LLC | History | No change | 17,535 | 291 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paladin Wealth, LLC | History | No change | 17,540 | 291 | 0.17% | 0.17% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Marex Group Ltd | History | No change | 17,482 | 290 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 16,428 | 273 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IEQ CAPITAL, LLC | History | No change | 16,158 | 268 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invst, LLC | History | No change | 16,171 | 268 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 15,800 | 262 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 15,717 | 261 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Firestone Capital Management | History | No change | 15,469 | 256 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | No change | 15,254 | 253 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 15,041 | 249 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 14,948 | 248 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EnRich Financial Partners LLC | History | No change | 14,967 | 248 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,848 | 246 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,078 | 233 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 13,923 | 231 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | No change | 13,714 | 227 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,416 | 222 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 12,877 | 213 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rede Wealth, LLC | History | No change | 12,793 | 212 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | No change | 12,193 | 202 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Asset Management, LLC | History | No change | 12,004 | 199 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,067 | 183 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 11,000 | 182 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 10,733 | 178 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 10,332 | 175 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brown Financial Advisors | History | No change | 10,437 | 173 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 10,295 | 171 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 10,034 | 166 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,030 | 166 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pioneer Family Office, LLC | History | No change | 8,000 | 132 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 6,630 | 110 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,000 | 83 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 3,990 | 66 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atomic Invest LLC | History | No change | 3,604 | 61 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,445 | 57 | 0.01% | 0.01% | 92 | +982 | 67.12% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,354 | 55 | 0.0% | 0.0% | 93 | +29 | 1.25% | Q3 2026 | Oct 08, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 2,951 | 49 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 2,708 | 44 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 2,486 | 41 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,208 | 36 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bogart Wealth, LLC | History | No change | 2,057 | 34 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Truvestments Capital LLC | History | No change | 1,957 | 32 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,027 | 17 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,016 | 16 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,018 | 16 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 591 | 9 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newton One Investments LLC | History | No change | 518 | 8 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lavaca Capital LLC | History | No change | 435 | 7 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | No change | 384 | 6 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 267 | 6 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Rossby Financial, LCC | History | No change | 421 | 6 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 250 | 4 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 269 | 4 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 280 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 296 | 4 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 235 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 240 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 125 | 2 | 0.0% | — | 118 | +125 | New | Q3 2026 | Oct 09, 2026 |
| MORGAN STANLEY | History | No change | 160 | 2 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 127 | 2 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 145 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 76 | 1 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 70 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 110 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accordant Advisory Group Inc | History | No change | 100 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 88 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -37,593 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -621 | -100.0% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GK Wealth Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |