iShares Gold Trust Micro - IAUM
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 28,234,927 | 1,129,679 | 0.65% | 0.81% | 1 | +1,400,000 | 5.22% | Q2 2026 | Jul 30, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | Added to | 3,965,691 | 158,667 | 57.17% | 54.75% | 2 | +1,089,942 | 37.9% | Q2 2026 | Jul 13, 2026 |
| Alaska Permanent Fund Corp | History | No change | 3,709,000 | 148,397 | 9.83% | 10.86% | 3 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,407,229 | 136,323 | 0.01% | 0.01% | 4 | -16,910 | -0.49% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,438,487 | 97,563 | 0.0% | 0.0% | 5 | +1,594,997 | 189.09% | Q2 2026 | Aug 07, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 2,430,865 | 97,258 | 0.25% | 0.2% | 6 | +1,003,173 | 70.27% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,583,057 | 63,338 | 0.66% | 0.86% | 7 | -23,332 | -1.45% | Q2 2026 | Jul 21, 2026 |
| AlTi Global, Inc. | History | Added to | 1,419,049 | 56,776 | 1.17% | 1.38% | 8 | +80,000 | 5.97% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,071,629 | 42,875 | 0.79% | 1.04% | 9 | +131,395 | 13.97% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 944,053 | 37,771 | 0.01% | 0.01% | 10 | +209,306 | 28.49% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 842,374 | 33,703 | 0.05% | 0.07% | 11 | +8,231 | 0.99% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 747,968 | 29,926 | 1.53% | 3.19% | 12 | -382,682 | -33.85% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | Reduced | 676,383 | 27,062 | 0.2% | 0.67% | 13 | -1,007,591 | -59.83% | Q2 2026 | Aug 12, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 584,557 | 23,388 | 1.4% | 8.44% | 14 | -1,851,063 | -76.0% | Q2 2026 | Jul 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 520,000 | 20,805 | 0.03% | 0.1% | 15 | -220,000 | -29.73% | Q2 2026 | Jul 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 461,001 | 18,444 | 0.0% | 0.0% | 16 | -196,200 | -29.85% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 451,463 | 18,063 | 0.08% | 0.11% | 17 | +31,709 | 7.55% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 437,815 | 17,517 | 0.0% | 0.0% | 18 | +23,770 | 5.74% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 433,092 | 17,328 | 0.07% | 0.08% | 19 | +118,105 | 37.5% | Q2 2026 | Aug 14, 2026 |
| Fielder Capital Group LLC | History | Added to | 395,257 | 15,814 | 3.42% | 4.01% | 20 | +1,367 | 0.35% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 377,224 | 15,092 | 0.29% | 0.64% | 21 | -266,293 | -41.38% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 365,566 | 14,626 | 0.82% | 1.1% | 22 | -2,187 | -0.59% | Q2 2026 | Jul 29, 2026 |
| Reliant Wealth Planning | History | Added to | 354,094 | 14,167 | 3.9% | 4.76% | 23 | +17,111 | 5.08% | Q2 2026 | Aug 07, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 353,000 | 14,123 | 0.84% | 1.18% | 24 | +20,000 | 6.01% | Q2 2026 | Jul 24, 2026 |
| United Community Bank | History | Reduced | 347,362 | 13,897 | 4.3% | 5.86% | 25 | -28,982 | -7.7% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 345,409 | 13,819 | 1.24% | 1.47% | 26 | +25,242 | 7.88% | Q2 2026 | Jul 02, 2026 |
| World Investment Advisors | History | Reduced | 271,429 | 12,578 | 0.21% | 0.21% | 27 | -3,437 | -1.25% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 295,851 | 11,836 | 0.0% | 0.0% | 28 | +43,222 | 17.11% | Q2 2026 | Aug 03, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 291,255 | 11,654 | 0.37% | 2.41% | 29 | -1,185,129 | -80.27% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 289,287 | 11,574 | 0.01% | 0.02% | 30 | +50,666 | 21.23% | Q2 2026 | Jul 28, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 268,081 | 10,725 | 0.39% | 0.51% | 31 | -6,964 | -2.53% | Q2 2026 | Jul 13, 2026 |
| Permanens Capital L.P. | History | No change | 265,651 | 10,628 | 1.09% | 1.6% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 239,218 | 9,571 | 0.47% | 0.6% | 33 | -5,282 | -2.16% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 226,369 | 9,057 | 0.02% | 0.02% | 34 | -13,205 | -5.51% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 221,719 | 8,870 | 0.15% | 0.21% | 35 | +2,691 | 1.23% | Q2 2026 | Jul 31, 2026 |
| SFM, LLC | History | Added to | 220,012 | 8,802 | 4.51% | 6.12% | 36 | +3,155 | 1.45% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 215,310 | 8,614 | 0.01% | 0.0% | 37 | +169,902 | 374.17% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 200,740 | 8,031 | 0.0% | 0.0% | 38 | +58,195 | 40.83% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 198,410 | 7,938 | 0.12% | 0.23% | 39 | -65,107 | -24.71% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 197,987 | 7,921 | 0.02% | 0.02% | 40 | +22,622 | 12.9% | Q2 2026 | Aug 07, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 195,990 | 7,841 | 2.16% | 2.4% | 41 | -6,930 | -3.42% | Q2 2026 | Jul 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 188,326 | 7,534 | 0.21% | 0.29% | 42 | +4,810 | 2.62% | Q2 2026 | Jul 17, 2026 |
| TABLEAUX LLC | History | Added to | 183,367 | 7,336 | 3.09% | 3.81% | 43 | +14,741 | 8.74% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 182,548 | 7,303 | 0.03% | 0.06% | 44 | -70,804 | -27.95% | Q2 2026 | Aug 03, 2026 |
| Greenline Partners, LLC | History | No change | 170,451 | 6,819 | 0.69% | 0.86% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 157,209 | 6,289 | 0.13% | 0.07% | 46 | +101,405 | 181.72% | Q2 2026 | Aug 03, 2026 |
| Amundi | History | Added to | 147,696 | 5,909 | 0.0% | 0.0% | 47 | +12,367 | 9.14% | Q2 2026 | Aug 11, 2026 |
| VICUS CAPITAL | History | Added to | 145,595 | 5,825 | 0.38% | 0.46% | 48 | +11,680 | 8.72% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 139,695 | 5,589 | 0.01% | 0.01% | 49 | +10,519 | 8.14% | Q2 2026 | Aug 14, 2026 |
| Bauman Advisory Group, LLC | History | Reduced | 139,413 | 5,577 | 2.95% | 6.25% | 50 | -51,514 | -26.98% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 130,731 | 5,230 | 0.01% | 0.01% | 51 | +15,152 | 13.11% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 128,624 | 5,146 | 1.52% | 1.92% | 52 | +1,656 | 1.3% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 127,024 | 5,082 | 0.01% | 0.01% | 53 | -1,415 | -1.1% | Q2 2026 | Jul 29, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 125,114 | 5,005 | 2.48% | 3.71% | 54 | -22,375 | -15.17% | Q2 2026 | Aug 14, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 118,947 | 4,759 | 0.16% | 0.19% | 55 | +5,639 | 4.98% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | Added to | 115,903 | 4,637 | 0.03% | 0.0% | 56 | +114,478 | 8033.54% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 113,598 | 4,545 | 0.0% | 0.0% | 57 | +88,803 | 358.15% | Q2 2026 | Aug 14, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 95,672 | 4,467 | 0.5% | 0.5% | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 109,039 | 4,362 | 0.01% | 0.02% | 59 | +13,959 | 14.68% | Q2 2026 | Jul 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 87,596 | 4,090 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Added to | 100,435 | 4,018 | 0.0% | 0.0% | 61 | +11,829 | 13.35% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 99,708 | 3,989 | 0.0% | 0.01% | 62 | -25,619 | -20.44% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | Added to | 97,266 | 3,891 | 0.04% | 0.06% | 63 | +426 | 0.44% | Q2 2026 | Aug 12, 2026 |
| Encompass More Asset Management | History | New | 94,367 | 3,775 | 0.55% | — | 64 | +94,367 | New | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Added to | 86,690 | 3,468 | 0.0% | 0.0% | 65 | +6,807 | 8.52% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 84,489 | 3,380 | 0.03% | 0.04% | 66 | +1,891 | 2.29% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 83,823 | 3,353 | 0.0% | 0.0% | 67 | +76,348 | 1021.38% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 81,791 | 3,272 | 0.0% | — | 68 | +81,791 | New | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 81,067 | 3,243 | 0.05% | 0.04% | 69 | +27,126 | 50.29% | Q2 2026 | Jul 15, 2026 |
| M Wealth Management, LLC | History | Added to | 77,013 | 3,081 | 2.42% | 3.01% | 70 | +485 | 0.63% | Q2 2026 | Jul 27, 2026 |
| Trek Financial, LLC | History | New | 73,521 | 2,941 | 0.15% | — | 71 | +73,521 | New | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 72,922 | 2,917 | 0.02% | 0.02% | 72 | +17,112 | 30.66% | Q2 2026 | Aug 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 66,827 | 2,690 | 1.16% | 1.46% | 73 | -8,162 | -10.88% | Q2 2026 | Jul 23, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 66,699 | 2,668 | 0.78% | 0.96% | 74 | +8,738 | 15.08% | Q2 2026 | Jul 20, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | Added to | 66,599 | 2,664 | 1.07% | 0.67% | 75 | +33,665 | 102.22% | Q2 2026 | Aug 06, 2026 |
| Firestone Capital Management | History | Added to | 65,787 | 2,632 | 0.49% | 0.3% | 76 | +34,849 | 112.64% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | Added to | 61,556 | 2,462 | 0.03% | 0.04% | 77 | +16,073 | 35.34% | Q2 2026 | Aug 10, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 59,854 | 2,394 | 0.06% | 0.09% | 78 | +228 | 0.38% | Q2 2026 | Jul 13, 2026 |
| BOKF, NA | History | Added to | 59,394 | 2,376 | 0.03% | 0.03% | 79 | +12,905 | 27.76% | Q2 2026 | Aug 10, 2026 |
| Sankala Group LLC | History | Added to | 53,284 | 2,311 | 1.54% | 1.36% | 80 | +16,453 | 44.67% | Q2 2026 | Aug 18, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 53,864 | 2,155 | 0.22% | 0.26% | 81 | +3,723 | 7.43% | Q2 2026 | Jul 27, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 53,747 | 2,150 | 1.24% | 1.54% | 82 | +2,841 | 5.58% | Q2 2026 | Jul 27, 2026 |
| Choate Investment Advisors | History | No change | 53,698 | 2,148 | 0.04% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stokes Family Office, LLC | History | Reduced | 51,763 | 2,071 | 0.24% | 0.39% | 84 | -28,261 | -35.32% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 50,662 | 2,026 | 0.0% | 0.0% | 85 | +6,095 | 13.68% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 50,000 | 2,000 | 0.0% | 0.01% | 86 | -12,000 | -19.35% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 48,994 | 1,960 | 0.0% | 0.01% | 87 | +3,192 | 6.97% | Q2 2026 | Jul 27, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 47,264 | 1,891 | 0.3% | 0.31% | 88 | +9,463 | 25.03% | Q2 2026 | Jul 09, 2026 |
| Westfuller Advisors, LLC | History | Added to | 44,826 | 1,793 | 0.65% | 0.71% | 89 | +9,661 | 27.47% | Q2 2026 | Jul 29, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 41,961 | 1,678 | 0.18% | 0.25% | 90 | -946 | -2.2% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,884 | 1,675 | 0.0% | 0.0% | 91 | +2,098 | 5.27% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 39,562 | 1,582 | 0.01% | 0.01% | 92 | +13,371 | 51.05% | Q2 2026 | Aug 18, 2026 |
| Tactive Advisors, LLC | History | Added to | 39,508 | 1,580 | 0.39% | 0.49% | 93 | +2,640 | 7.16% | Q2 2026 | Jul 08, 2026 |
| M&T BANK CORP | History | New | 37,374 | 1,495 | 0.0% | — | 94 | +37,374 | New | Q2 2026 | Aug 04, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 37,226 | 1,489 | 0.06% | 0.11% | 95 | +3,466 | 10.27% | Q2 2026 | Aug 14, 2026 |
| Red Tortoise LLC | History | No change | 31,072 | 1,451 | 0.6% | 0.6% | 96 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 36,194 | 1,448 | 0.01% | 0.01% | 97 | +1,788 | 5.2% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,604 | 1,344 | 0.0% | 0.0% | 98 | +5,117 | 17.96% | Q2 2026 | Aug 13, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 33,534 | 1,342 | 0.15% | 0.21% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 33,305 | 1,332 | 0.33% | 0.36% | 100 | +4,926 | 17.36% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | Reduced | 33,181 | 1,327 | 0.0% | 0.0% | 101 | -2,073 | -5.88% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | Reduced | 32,410 | 1,326 | 0.04% | 0.05% | 102 | -417 | -1.27% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,972 | 1,319 | 0.01% | 0.0% | 103 | +28,126 | 580.4% | Q2 2026 | Jul 17, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 32,923 | 1,317 | 0.91% | 1.06% | 104 | +3,507 | 11.92% | Q2 2026 | Jul 29, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 31,752 | 1,270 | 0.31% | 0.37% | 105 | +4,002 | 14.42% | Q2 2026 | Jul 30, 2026 |
| BIP Wealth, LLC | History | New | 31,072 | 1,243 | 0.04% | — | 106 | +31,072 | New | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,005 | 1,240 | 0.01% | 0.02% | 107 | -2,392 | -7.16% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 30,467 | 1,218 | 0.02% | — | 109 | +30,467 | New | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 30,456 | 1,218 | 0.0% | 0.0% | 108 | +25,572 | 523.59% | Q2 2026 | Aug 14, 2026 |
| Hilton Capital Management, LLC | History | No change | 30,050 | 1,202 | 0.08% | 0.11% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Virtu Financial LLC | History | New | 28,533 | 1,142 | 0.04% | — | 111 | +28,533 | New | Q2 2026 | Aug 13, 2026 |
| Ardent Capital Management, Inc. | History | No change | 28,500 | 1,140 | 0.47% | 0.57% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 26,716 | 1,068 | 0.01% | 0.01% | 113 | +3,568 | 15.41% | Q2 2026 | Aug 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 24,358 | 974 | 0.25% | 0.33% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J. M. Brown & Associates Inc. | History | New | 23,898 | 956 | 0.55% | — | 115 | +23,898 | New | Q2 2026 | Jul 23, 2026 |
| Headlands Technologies LLC | History | Added to | 23,891 | 955 | 0.1% | 0.09% | 116 | +6,395 | 36.55% | Q2 2026 | Aug 12, 2026 |
| Betterment LLC | History | Added to | 22,776 | 911 | 0.0% | 0.0% | 117 | +5,224 | 29.76% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 22,736 | 909 | 0.01% | 0.01% | 118 | +4,652 | 25.72% | Q2 2026 | Aug 14, 2026 |
| Upper Left Wealth Management, LLC | History | New | 22,021 | 881 | 0.49% | — | 119 | +22,021 | New | Q2 2026 | Jul 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 21,685 | 867 | 0.03% | 0.03% | 120 | +5,538 | 34.3% | Q2 2026 | Aug 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 20,983 | 839 | 0.07% | 0.1% | 121 | +2,698 | 14.76% | Q2 2026 | Jul 09, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 19,952 | 837 | 0.1% | 0.12% | 122 | -4,373 | -17.98% | Q2 2026 | Jul 21, 2026 |
| Gotham Asset Management, LLC | History | No change | 20,896 | 836 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 19,996 | 800 | 0.57% | 0.8% | 125 | -1,054 | -5.01% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 20,000 | 800 | 0.05% | 0.07% | 124 | -353 | -1.73% | Q2 2026 | Aug 12, 2026 |
| Rede Wealth, LLC | History | Added to | 19,877 | 795 | 0.26% | 0.33% | 126 | +200 | 1.02% | Q2 2026 | Aug 03, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 19,210 | 768 | 0.02% | 0.13% | 127 | -85,891 | -81.72% | Q2 2026 | Aug 11, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 18,301 | 732 | 0.09% | 0.14% | 128 | +2,574 | 16.37% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,504 | 716 | 0.0% | 0.0% | 129 | +5,009 | 40.09% | Q2 2026 | Jul 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 17,630 | 705 | 0.04% | 0.03% | 130 | +4,807 | 37.49% | Q2 2026 | Jul 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 17,543 | 701 | 0.0% | 0.0% | 131 | -13,690 | -43.83% | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | New | 17,143 | 685 | 0.07% | — | 132 | +17,143 | New | Q2 2026 | Jul 22, 2026 |
| a16z Perennial Management, L.P. | History | No change | 17,077 | 683 | 0.06% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,054 | 682 | 0.0% | 0.0% | 134 | +5,207 | 43.95% | Q2 2026 | Aug 13, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 16,772 | 677 | 0.07% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 16,799 | 672 | 0.03% | 0.06% | 136 | -812 | -4.61% | Q2 2026 | Aug 04, 2026 |
| Causey Wealth LLC | History | No change | 15,599 | 624 | 0.24% | 0.31% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 15,513 | 620 | 0.14% | 0.19% | 138 | -515 | -3.21% | Q2 2026 | Aug 12, 2026 |
| NavPoint Financial, Inc. | History | No change | 15,218 | 608 | 0.23% | 0.29% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 15,049 | 602 | 0.01% | 0.03% | 140 | -10,934 | -42.08% | Q2 2026 | Jul 20, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 14,975 | 599 | 0.52% | 0.57% | 141 | +2,335 | 18.47% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 14,793 | 591 | 0.0% | 0.0% | 142 | +4,336 | 41.47% | Q2 2026 | Aug 10, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 14,648 | 586 | 0.21% | 0.32% | 143 | -757 | -4.91% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | Added to | 13,624 | 545 | 0.01% | 0.01% | 144 | +1,429 | 11.72% | Q2 2026 | Jul 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 13,608 | 544 | 0.02% | 0.03% | 145 | -7,834 | -36.54% | Q2 2026 | Aug 14, 2026 |
| Avos Capital Management, LLC | History | Added to | 13,555 | 542 | 0.23% | 0.21% | 146 | +2,068 | 18.0% | Q2 2026 | Aug 14, 2026 |
| RiverGlades Family Offices LLC | History | New | 13,000 | 520 | 0.24% | — | 147 | +13,000 | New | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,900 | 516 | 0.02% | 0.01% | 148 | +3,932 | 43.84% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Management, LLC | History | Added to | 12,238 | 489 | 0.17% | 0.1% | 149 | +7,077 | 137.12% | Q2 2026 | Jul 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,409 | 456 | 0.0% | 0.0% | 150 | +90 | 0.8% | Q2 2026 | Aug 14, 2026 |
| Precision Wealth Strategies, LLC | History | New | 11,244 | 449 | 0.14% | — | 151 | +11,244 | New | Q2 2026 | Aug 10, 2026 |
| S.A. Mason LLC | History | Added to | 11,010 | 440 | 0.14% | 0.16% | 152 | +1,673 | 17.92% | Q2 2026 | Jul 31, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 10,975 | 439 | 0.0% | — | 153 | +10,975 | New | Q2 2026 | Jul 17, 2026 |
| SFMG, LLC | History | No change | 10,899 | 436 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Family Investment Center, Inc. | History | Reduced | 10,804 | 432 | 0.07% | 0.16% | 155 | -7,047 | -39.48% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 10,705 | 428 | 0.02% | 0.06% | 156 | -14,149 | -56.93% | Q2 2026 | Jul 28, 2026 |
| Compound Planning, Inc. | History | New | 10,713 | 428 | 0.01% | — | 157 | +10,713 | New | Q2 2026 | Aug 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 10,643 | 425 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 10,630 | 425 | 0.03% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,594 | 423 | 0.0% | 0.0% | 160 | +1,998 | 23.24% | Q2 2026 | Aug 12, 2026 |
| Painted Porch Advisors LLC | History | No change | 10,500 | 420 | 0.18% | 0.23% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Beckerman Institutional, LLC | History | Added to | 10,342 | 413 | 0.2% | 0.25% | 162 | +299 | 2.98% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,287 | 411 | 0.0% | 0.0% | 163 | -452 | -4.21% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,934 | 397 | 0.0% | 0.0% | 164 | +74 | 0.75% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,862 | 394 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,598 | 384 | 0.01% | 0.01% | 166 | -129 | -1.33% | Q2 2026 | Aug 10, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Reduced | 9,450 | 378 | 0.11% | 0.2% | 167 | -3,000 | -24.1% | Q2 2026 | Aug 07, 2026 |
| XML Financial, LLC | History | Added to | 9,179 | 367 | 0.03% | 0.03% | 168 | +1,375 | 17.62% | Q2 2026 | Jul 24, 2026 |
| Bay Rivers Group | History | Added to | 8,677 | 347 | 0.12% | 0.16% | 169 | +301 | 3.59% | Q2 2026 | Jul 09, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 8,333 | 333 | 0.04% | — | 170 | +8,333 | New | Q2 2026 | Jul 22, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 8,049 | 322 | 0.21% | 0.09% | 171 | +5,269 | 189.53% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,633 | 305 | 0.0% | 0.0% | 172 | +466 | 6.5% | Q2 2026 | Aug 14, 2026 |
| W1M Asset Management Ltd | History | Added to | 7,362 | 294 | 0.0% | 0.0% | 174 | +80 | 1.1% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,354 | 294 | 0.02% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 7,288 | 291 | 0.03% | 0.04% | 175 | +257 | 3.66% | Q2 2026 | Jul 27, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 6,240 | 291 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 7,017 | 280 | 0.03% | 0.05% | 177 | -945 | -11.87% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | Reduced | 7,017 | 280 | 0.02% | 0.03% | 178 | -945 | -11.87% | Q2 2026 | Aug 05, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 6,858 | 274 | 0.05% | 0.07% | 179 | +285 | 4.34% | Q2 2026 | Aug 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 6,833 | 273 | 0.0% | — | 180 | +6,833 | New | Q2 2026 | Jul 20, 2026 |
| Bedminster, LLC | History | Reduced | 6,768 | 270 | 0.23% | 0.3% | 181 | -64 | -0.94% | Q2 2026 | Aug 04, 2026 |
| LFG Wealth Partners, LLC | History | No change | 6,685 | 267 | 0.13% | 0.19% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,650 | 266 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 6,560 | 262 | 0.08% | 0.12% | 185 | -782 | -10.65% | Q2 2026 | Aug 13, 2026 |
| CAP Partners, LLC | History | Added to | 6,554 | 262 | 0.13% | 0.16% | 184 | +303 | 4.85% | Q2 2026 | Jul 30, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | New | 6,227 | 249 | 0.08% | — | 187 | +6,227 | New | Q2 2026 | Aug 03, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 6,236 | 249 | 0.03% | 0.05% | 186 | -3,112 | -33.29% | Q2 2026 | Jul 22, 2026 |
| Daiwa Securities Group Inc. | History | New | 6,210 | 248 | 0.0% | — | 188 | +6,210 | New | Q2 2026 | Jul 31, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,148 | 245 | 0.0% | 0.0% | 189 | +369 | 6.39% | Q2 2026 | Aug 03, 2026 |
| HOWE & RUSLING INC | History | No change | 6,084 | 243 | 0.01% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,018 | 240 | 0.0% | 0.0% | 191 | +1,420 | 30.88% | Q2 2026 | Aug 14, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 5,983 | 239 | 0.03% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Retirement Planning Group, LLC | History | No change | 5,949 | 238 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Capital Management LLC | History | Added to | 5,887 | 235 | 0.07% | 0.06% | 194 | +2,364 | 67.1% | Q2 2026 | Aug 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,844 | 233 | 0.0% | 0.0% | 195 | +955 | 19.53% | Q2 2026 | Aug 11, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 5,778 | 231 | 0.09% | 0.13% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CacheTech Inc. | History | Added to | 5,516 | 220 | 0.04% | 0.05% | 197 | +7 | 0.13% | Q2 2026 | Aug 11, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | New | 5,465 | 218 | 0.18% | — | 200 | +5,465 | New | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | New | 5,464 | 218 | 0.01% | — | 199 | +5,464 | New | Q2 2026 | Aug 07, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 5,465 | 218 | 0.18% | 0.24% | 198 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| EPIQ PARTNERS, LLC | History | New | 5,432 | 217 | 0.09% | — | 201 | +5,432 | New | Q2 2026 | Jul 07, 2026 |
| Apella Capital, LLC | History | No change | 5,266 | 215 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,250 | 210 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 5,215 | 208 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 5,168 | 206 | 0.02% | 0.04% | 205 | -2,000 | -27.9% | Q2 2026 | Jul 21, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 5,088 | 203 | 0.04% | 0.09% | 207 | -3,904 | -43.42% | Q2 2026 | Aug 05, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,096 | 203 | 0.0% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aspect Partners, LLC | History | Added to | 5,035 | 201 | 0.07% | 0.1% | 209 | +10 | 0.2% | Q2 2026 | Jul 16, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 5,032 | 201 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 4,658 | 186 | 0.0% | 0.0% | 210 | +1,600 | 52.32% | Q2 2026 | Aug 13, 2026 |
| PlanVest Financial, Inc | History | Added to | 3,762 | 150 | 0.1% | 0.12% | 211 | +375 | 11.07% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,680 | 147 | 0.01% | — | 212 | +3,680 | New | Q2 2026 | Aug 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 3,060 | 122 | 0.06% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SouthState Bank Corp | History | No change | 2,858 | 114 | 0.0% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,867 | 114 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | Reduced | 2,805 | 112 | 0.07% | 0.13% | 216 | -1,116 | -28.46% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | Added to | 2,727 | 109 | 0.0% | 0.0% | 217 | +1,825 | 202.33% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,656 | 106 | 0.01% | 0.01% | 218 | +175 | 7.05% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | Added to | 2,575 | 103 | 0.0% | 0.0% | 219 | +1,575 | 157.5% | Q2 2026 | Aug 12, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,462 | 98 | 0.03% | 0.07% | 220 | -2,718 | -52.47% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | New | 1,860 | 74 | 0.01% | — | 221 | +1,860 | New | Q2 2026 | Jul 31, 2026 |
| Heritage Wealth Advisors | History | Reduced | 1,761 | 70 | 0.0% | 0.0% | 222 | -331 | -15.82% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,450 | 67 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,505 | 60 | 0.05% | 0.12% | 224 | -1,536 | -50.51% | Q2 2026 | Jul 24, 2026 |
| Abound Wealth Management | History | Added to | 1,482 | 59 | 0.01% | 0.01% | 225 | +78 | 5.56% | Q2 2026 | Jul 10, 2026 |
| True Wealth Design, LLC | History | No change | 1,462 | 58 | 0.01% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,157 | 46 | 0.0% | 0.0% | 227 | +1,040 | 888.89% | Q2 2026 | Jul 27, 2026 |
| Imprint Wealth LLC | History | Added to | 1,152 | 46 | 0.19% | 0.2% | 228 | +221 | 23.74% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 1,097 | 43 | 0.01% | 0.01% | 229 | -75 | -6.4% | Q2 2026 | Jul 23, 2026 |
| Rossby Financial, LCC | History | Added to | 1,025 | 41 | 0.01% | 0.01% | 230 | +1 | 0.1% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 997 | 39 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fairman Group, LLC | History | Added to | 959 | 38 | 0.03% | 0.02% | 232 | +363 | 60.91% | Q2 2026 | Aug 04, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 929 | 37 | 0.01% | 0.07% | 233 | -4,251 | -82.07% | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 919 | 37 | 0.0% | — | 234 | +919 | New | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 824 | 32 | 0.0% | 0.0% | 235 | -235 | -22.19% | Q2 2026 | Jul 24, 2026 |
| AdvisorNet Financial, Inc | History | No change | 750 | 30 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Decker Retirement Planning Inc. | History | No change | 661 | 26 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 611 | 24 | 0.01% | 0.03% | 238 | -249 | -28.95% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | No change | 538 | 21 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 20 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 500 | 20 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 500 | 19 | 0.0% | — | 243 | +500 | New | Q2 2026 | Aug 10, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 495 | 19 | 0.01% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | New | 474 | 18 | 0.0% | — | 244 | +474 | New | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 400 | 16 | 0.0% | 0.0% | 245 | -350 | -46.67% | Q2 2026 | Jul 22, 2026 |
| Capital Analysts, LLC | History | No change | 320 | 13 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 343 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 12 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | New | 273 | 10 | 0.0% | — | 249 | +273 | New | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 246 | 9 | 0.0% | 0.0% | 250 | +71 | 40.57% | Q2 2026 | Jul 23, 2026 |
| Stone House Investment Management, LLC | History | No change | 245 | 9 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 189 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 163 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 143 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 139 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 125 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Reduced | 119 | 4 | 0.0% | 0.0% | 258 | -372 | -75.76% | Q2 2026 | Aug 03, 2026 |
| Fairway Wealth LLC | History | New | 106 | 4 | 0.0% | — | 259 | +106 | New | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 122 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 68 | 2 | 0.0% | 0.0% | 262 | -419 | -86.04% | Q2 2026 | Jul 06, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 51 | 2 | 0.0% | 0.0% | 261 | +3 | 6.25% | Q2 2026 | Jul 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Wealth Partners | History | New | 27 | 1 | 0.0% | — | 264 | +27 | New | Q2 2026 | Jul 27, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 263 | -24 | -48.98% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.55% | — | -991,744 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Myriad Asset Management Advisors LLC | History | Closed out | 0 | 0 | — | 10.7% | — | -777,371 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Myriad Asset Management US LP | History | Closed out | 0 | 0 | — | 19.28% | — | -275,242 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -135,532 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127,275 | -100.0% | Q2 2026 | Sep 02, 2026 |
| MorganRosel Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.03% | — | -110,084 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Heirloom Wealth Management | History | Closed out | 0 | 0 | — | 0.37% | — | -44,279 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.15% | — | -26,495 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -21,964 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,909 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,554 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -10,839 | -100.0% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,397 | -100.0% | Q2 2026 | Jul 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,932 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,872 | -100.0% | Q2 2026 | Aug 27, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,444 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Slagle Financial, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -9,213 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,355 | -100.0% | Q2 2026 | Aug 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,575 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -7,112 | -100.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,687 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,650 | -100.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,799 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Womack Financial LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,720 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SVRN Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -5,365 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,326 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,138 | -100.0% | Q2 2026 | Jul 23, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,713 | -100.0% | Q2 2026 | Jul 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,605 | -100.0% | Q2 2026 | Jul 20, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,571 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Capital Squared Financial LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,566 | -100.0% | Q2 2026 | Jul 21, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -4,549 | -100.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,441 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,296 | -100.0% | Q2 2026 | Jul 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,786 | -100.0% | Q2 2026 | Aug 13, 2026 |