PIMCO ETF Trust - HYS
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 | No change | 722,783 | 67,594 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 592,483 | 55,408 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ASSETMARK, INC | History | No change | 531,701 | 49,724 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 380,042 | 35,541 | 0.3% | 0.3% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 371,068 | 34,702 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 357,262 | 33,411 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alpine Bank Wealth Management | History | No change | 346,430 | 32,398 | 4.16% | 4.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 314,582 | 29,419 | 10.64% | 10.64% | 8 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | No change | 291,687 | 27,278 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 243,726 | 22,793 | 0.42% | 0.42% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RMR Wealth Builders | History | No change | 227,955 | 21,318 | 1.32% | 1.32% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 218,631 | 20,446 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 217,023 | 20,296 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 185,109 | 17,311 | 0.22% | 0.22% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 178,391 | 16,683 | 1.25% | 1.25% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 176,783 | 16,532 | 0.36% | 0.36% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 175,434 | 16,406 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 162,247 | 15,173 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Management Associates, Inc | History | No change | 156,854 | 14,669 | 2.95% | 2.95% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 151,165 | 14,136 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 139,722 | 13,066 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 138,966 | 12,996 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 131,557 | 12,303 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 122,294 | 11,439 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 114,761 | 10,732 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 113,644 | 10,620 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 99,493 | 9,304 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 99,122 | 9,269 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 88,619 | 8,287 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 80,211 | 7,501 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| One Capital Management, LLC | History | No change | 73,213 | 6,828 | 0.19% | 0.19% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 69,386 | 6,488 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 65,662 | 6,089 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 62,411 | 5,836 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 55,385 | 5,179 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESBANCO BANK INC | History | No change | 52,367 | 4,897 | 0.12% | 0.12% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 48,596 | 4,544 | 1.83% | 1.83% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 48,270 | 4,514 | 0.65% | 0.65% | 38 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 47,925 | 4,481 | 0.85% | 0.85% | 39 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial & Tax Architects, LLC | History | No change | 43,808 | 4,096 | 0.86% | 0.86% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BHK Investment Advisors, LLC | History | No change | 43,400 | 4,058 | 1.21% | 1.21% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 42,211 | 3,947 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 38,758 | 3,624 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stokes Capital Advisors, LLC | History | No change | 38,282 | 3,580 | 0.77% | 0.77% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewSquare Capital LLC | History | No change | 37,465 | 3,503 | 0.26% | 0.26% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 35,041 | 3,277 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 32,414 | 3,031 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 32,063 | 2,998 | 0.16% | 0.16% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 32,044 | 2,996 | 0.93% | 0.93% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Friedenthal Financial | History | No change | 31,728 | 2,967 | 1.37% | 1.37% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 29,584 | 2,766 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aspen Investment Management Inc | History | No change | 28,187 | 2,636 | 0.71% | 0.71% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Third View Private Wealth, LLC | History | No change | 27,964 | 2,615 | 0.32% | 0.32% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 26,346 | 2,463 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 26,275 | 2,457 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,077 | 2,439 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 23,033 | 2,154 | 0.65% | 0.65% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 21,879 | 2,034 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,680 | 1,933 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 19,807 | 1,852 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 19,680 | 1,840 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ducere Wealth Management LLC | History | No change | 18,956 | 1,772 | 0.53% | 0.53% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | No change | 18,788 | 1,757 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 18,651 | 1,744 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wayfinding Financial, LLC | History | No change | 18,160 | 1,698 | 0.64% | 0.64% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 16,701 | 1,561 | 0.92% | 0.92% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 16,336 | 1,527 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Authentikos Wealth Advisory, LLC | History | No change | 16,291 | 1,523 | 0.97% | 0.97% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellecapital International Ltd. | History | No change | 15,959 | 1,492 | 0.24% | 0.24% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,948 | 1,491 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Partners Group, Inc | History | No change | 15,825 | 1,479 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valmark Advisers, Inc. | History | No change | 15,204 | 1,421 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 15,200 | 1,421 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Barden Capital Management, Inc. | History | No change | 15,116 | 1,413 | 1.3% | 1.3% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RW Investment Management LLC | History | No change | 14,782 | 1,382 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 14,707 | 1,375 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PAX Financial Group, LLC | History | No change | 14,506 | 1,356 | 0.2% | 0.2% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,284 | 1,335 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 12,608 | 1,179 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 12,513 | 1,170 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 11,861 | 1,109 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GeoWealth Management, LLC | History | No change | 11,805 | 1,104 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AE Wealth Management LLC | History | No change | 11,659 | 1,090 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 11,566 | 1,075 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curtis Advisory Group, LLC | History | No change | 11,330 | 1,059 | 0.21% | 0.21% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | No change | 11,056 | 1,033 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 10,216 | 955 | 0.35% | 0.35% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INVESTED ADVISORS | History | No change | 10,108 | 945 | 0.84% | 0.84% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANZ SE | History | No change | 9,977 | 933 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 9,925 | 928 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 9,844 | 920 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VIAWEALTH, LLC | History | No change | 9,812 | 917 | 0.46% | 0.46% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 9,808 | 917 | 0.39% | 0.39% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,734 | 910 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,494 | 887 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden Reserve Retirement LLC | History | No change | 9,359 | 875 | 0.14% | 0.14% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 9,181 | 858 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 8,890 | 831 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compass Financial Group, Inc. | History | No change | 8,841 | 826 | 0.35% | 0.35% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 8,837 | 826 | 0.7% | 0.7% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compound Planning, Inc. | History | No change | 8,784 | 821 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 8,705 | 814 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,695 | 813 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 8,557 | 800 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 8,330 | 779 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 8,226 | 769 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Red Mountain Financial, LLC | History | No change | 8,050 | 752 | 0.63% | 0.63% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 8,025 | 750 | 0.23% | 0.23% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 8,025 | 748 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 7,874 | 736 | 0.59% | 0.59% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 7,689 | 719 | 0.19% | 0.19% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Security Financial Services, INC. | History | No change | 7,250 | 678 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 6,978 | 654 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 6,833 | 639 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,795 | 635 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,758 | 632 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,699 | 626 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McAdam, LLC | History | No change | 6,653 | 622 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 6,622 | 619 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Argent Trust Co | History | No change | 6,525 | 610 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 6,500 | 607 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BAM Wealth Management, LLC | History | No change | 6,284 | 587 | 0.37% | 0.37% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | No change | 6,255 | 585 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | No change | 6,119 | 572 | 0.34% | 0.34% | 124 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 6,111 | 571 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 6,069 | 567 | 0.32% | 0.32% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,808 | 543 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,411 | 506 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 5,370 | 502 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opus Financial Solutions LLC | History | No change | 5,258 | 491 | 0.4% | 0.4% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Intellectus Partners, LLC | History | No change | 5,230 | 489 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 5,213 | 487 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,155 | 482 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 5,147 | 481 | 0.14% | 0.14% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Assets Advisory, LLC | History | No change | 5,060 | 470 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valor Advisors LLC | History | No change | 5,016 | 469 | 0.35% | 0.35% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNS J W & CO INC/NY | History | No change | 4,875 | 455 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concord Investment Counsel Inc. | History | No change | 4,770 | 446 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 4,752 | 444 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 4,747 | 443 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,687 | 438 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Advocates, LLC | History | No change | 4,481 | 419 | 0.36% | 0.36% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Helium Advisors LLC | History | No change | 4,370 | 408 | 0.34% | 0.34% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 4,356 | 407 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 4,329 | 404 | 0.14% | 0.14% | 145 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sigma Planning Corp | History | No change | 4,294 | 401 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,260 | 398 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jefferies Financial Group Inc. | History | No change | 4,252 | 397 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CKW FINANCIAL GROUP | History | No change | 4,183 | 389 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Advocates LLC | History | No change | 3,809 | 356 | 1.38% | 1.38% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 3,771 | 352 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 3,750 | 350 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 3,666 | 342 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Roundview Capital LLC | History | No change | 3,520 | 329 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,548 | 329 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,316 | 310 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 3,281 | 306 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 3,219 | 301 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,163 | 295 | 0.09% | 0.09% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,046 | 284 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,008 | 281 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 3,010 | 281 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,944 | 275 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 2,910 | 272 | 0.17% | 0.17% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,819 | 263 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,803 | 262 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Seek First Inc. | History | No change | 2,755 | 257 | 0.16% | 0.16% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset One Wealth Management LLC | History | No change | 2,724 | 253 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,672 | 249 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,664 | 249 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,518 | 235 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | No change | 2,517 | 235 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG HOLDINGS, INC. | History | No change | 2,481 | 232 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,436 | 227 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,418 | 226 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,394 | 223 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 2,381 | 222 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,315 | 216 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 2,279 | 213 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Element Wealth, LLC | History | No change | 2,179 | 203 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 2,177 | 203 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fort Point Capital Partners LLC | History | No change | 2,164 | 202 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 2,167 | 202 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 2,145 | 200 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 2,143 | 200 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,112 | 197 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,059 | 192 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,937 | 181 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NBT BANK, N.A. | History | No change | 1,835 | 171 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 1,757 | 164 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 1,735 | 162 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 1,694 | 158 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,611 | 150 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,584 | 148 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BESSEMER GROUP INC | History | No change | 1,500 | 140 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,499 | 140 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 1,457 | 136 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,370 | 128 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,286 | 120 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,251 | 116 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Park Advisors LLC | History | No change | 1,250 | 116 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,239 | 115 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,230 | 115 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,221 | 114 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,189 | 111 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,160 | 108 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Markowski Investments | History | No change | 1,134 | 106 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 1,132 | 105 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Planning Strategies Inc. | History | Added to | 1,126 | 101 | 0.06% | 0.0% | 209 | +1,070 | 1910.71% | Q3 2026 | Oct 02, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 880 | 82 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Rossby Financial, LCC | History | No change | 855 | 79 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Continuum Advisory, LLC | History | No change | 837 | 78 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 733 | 68 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 649 | 60 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WHITTIER TRUST CO | History | No change | 647 | 60 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 637 | 59 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 632 | 59 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 643 | 59 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Capital Management LLC | History | No change | 630 | 58 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 551 | 51 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 541 | 50 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 539 | 50 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 524 | 49 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 500 | 46 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dogwood Wealth Management LLC | History | No change | 490 | 45 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 470 | 43 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 465 | 43 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 429 | 40 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Regatta Research & Money Management | History | No change | 421 | 39 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 393 | 36 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 365 | 34 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mechanics Financial Corp | History | No change | 357 | 33 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 350 | 32 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 313 | 29 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 307 | 28 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avalon Trust Co | History | No change | 300 | 28 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 295 | 27 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 278 | 25 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 268 | 25 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 240 | 22 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 209 | 19 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 204 | 19 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pacifica Partners Inc. | History | No change | 201 | 18 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 193 | 18 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 173 | 16 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Financial Advisors, LLC | History | No change | 160 | 14 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Coastline Trust Co | History | No change | 146 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Networth Advisors, LLC | History | No change | 117 | 10 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TSFG, LLC | History | No change | 84 | 8 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New Hampshire | History | No change | 99 | 8 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Meramec Financial Planners, LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 55 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 51 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Trust, Inc. | History | No change | 46 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 29 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Register Financial Advisors LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 28 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 17 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Montgomery Financial Services LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2026 | Oct 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |