Amplify ETF Trust - IDVO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,283,788 | 95,919 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CPC Advisors, LLC | History | Added to | 1,264,934 | 52,545 | 7.15% | 7.12% | 2 | +8,145 | 0.65% | Q3 2026 | Oct 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,083,262 | 45,497 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 997,619 | 41,900 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 639,968 | 26,878 | 0.42% | 0.42% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 614,472 | 25,809 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principle Wealth Partners LLC | History | Added to | 512,266 | 21,279 | 1.03% | 0.98% | 7 | +39,910 | 8.45% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 456,668 | 19,180 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 431,833 | 18,137 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 422,510 | 17,745 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | No change | 346,337 | 14,546 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 243,822 | 10,128 | 0.01% | 0.01% | 12 | +20,213 | 9.04% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 235,435 | 9,888 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 230,381 | 9,676 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 211,939 | 8,803 | 2.12% | 2.16% | 15 | +6,710 | 3.27% | Q3 2026 | Oct 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 179,856 | 7,471 | 0.9% | 0.88% | 16 | +15,058 | 9.14% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 165,082 | 6,933 | 0.23% | 0.23% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 160,548 | 6,669 | 0.01% | 0.01% | 18 | +24,699 | 18.18% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 143,993 | 6,047 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 139,950 | 5,877 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlas Wealth LLC | History | No change | 127,500 | 5,355 | 0.76% | 0.76% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 123,897 | 5,203 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IAM Advisory, LLC | History | No change | 103,899 | 4,363 | 0.85% | 0.85% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 101,520 | 4,263 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 94,185 | 3,955 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | No change | 91,960 | 3,862 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 90,428 | 3,756 | 1.86% | 1.85% | 27 | -370 | -0.41% | Q3 2026 | Oct 26, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 76,671 | 3,184 | 0.05% | — | 28 | +76,671 | New | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 72,629 | 2,997 | 0.0% | 0.0% | 29 | +23,782 | 48.69% | Q3 2026 | Oct 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 70,418 | 2,925 | 0.07% | 0.07% | 30 | +5,397 | 8.3% | Q3 2026 | Oct 19, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 66,869 | 2,777 | 0.04% | 0.04% | 31 | +1,743 | 2.68% | Q3 2026 | Oct 22, 2026 |
| Financial Insights, Inc. | History | Added to | 56,159 | 2,332 | 0.59% | 0.6% | 32 | +1,925 | 3.55% | Q3 2026 | Oct 27, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 52,424 | 2,201 | 0.28% | 0.28% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAP Partners, LLC | History | Added to | 46,711 | 1,940 | 0.89% | 0.95% | 34 | +265 | 0.57% | Q3 2026 | Oct 19, 2026 |
| NewEdge Advisors, LLC | History | No change | 41,073 | 1,725 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 41,474 | 1,722 | 0.11% | 0.12% | 36 | -3,740 | -8.27% | Q3 2026 | Oct 30, 2026 |
| URS Advisory LLC | History | No change | 37,539 | 1,576 | 0.88% | 0.88% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 34,852 | 1,463 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northwest Financial Advisors | History | Reduced | 34,560 | 1,435 | 0.19% | 0.2% | 40 | -773 | -2.19% | Q3 2026 | Oct 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,521 | 1,435 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 31,726 | 1,332 | 0.51% | 0.51% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 31,455 | 1,321 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carr Financial Group Corp | History | No change | 30,289 | 1,272 | 0.29% | 0.29% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | New | 30,368 | 1,261 | 0.01% | — | 44 | +30,368 | New | Q3 2026 | Oct 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 29,690 | 1,220 | 0.07% | 0.02% | 45 | +20,699 | 230.22% | Q3 2026 | Nov 02, 2026 |
| Karras Company, Inc. | History | Added to | 29,210 | 1,213 | 1.11% | 1.08% | 46 | +790 | 2.78% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 28,527 | 1,198 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 25,881 | 1,087 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 25,002 | 1,041 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 24,310 | 1,021 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 23,015 | 966 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 22,959 | 964 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,990 | 955 | 0.01% | 0.01% | 53 | +353 | 1.56% | Q3 2026 | Oct 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 22,709 | 953 | 0.19% | 0.19% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Embree Financial Group | History | Added to | 22,598 | 938 | 0.09% | 0.09% | 55 | +1,028 | 4.77% | Q3 2026 | Oct 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 22,571 | 937 | 0.65% | 0.67% | 56 | -1,956 | -7.97% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 21,492 | 902 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Holdings Inc. | History | No change | 20,451 | 858 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Goldstone Financial Group, LLC | History | No change | 19,256 | 808 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,285 | 759 | 0.0% | 0.0% | 60 | +3,601 | 24.52% | Q3 2026 | Nov 02, 2026 |
| Bauman Advisory Group, LLC | History | New | 17,920 | 744 | 0.37% | — | 61 | +17,920 | New | Q3 2026 | Oct 29, 2026 |
| HBK Sorce Advisory LLC | History | No change | 15,932 | 682 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | New | 15,470 | 642 | 0.01% | — | 63 | +15,470 | New | Q3 2026 | Oct 28, 2026 |
| Reliant Wealth Planning | History | No change | 15,028 | 631 | 0.17% | 0.17% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,915 | 578 | 0.02% | 0.02% | 65 | +176 | 1.28% | Q3 2026 | Oct 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 12,976 | 539 | 0.02% | 0.01% | 66 | +1,943 | 17.61% | Q3 2026 | Oct 29, 2026 |
| UMB Bank, n.a. | History | No change | 10,800 | 453 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,697 | 449 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sigma Planning Corp | History | Added to | 10,720 | 445 | 0.01% | 0.01% | 69 | +585 | 5.77% | Q3 2026 | Oct 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,487 | 440 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,663 | 401 | 0.01% | 0.01% | 71 | +1,246 | 14.8% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 9,602 | 398 | 0.0% | — | 72 | +9,602 | New | Q3 2026 | Oct 26, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 8,933 | 375 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 8,866 | 368 | 0.0% | 0.0% | 74 | +331 | 3.88% | Q3 2026 | Oct 15, 2026 |
| Redwood Family Wealth LLC | History | Added to | 8,770 | 364 | 0.32% | 0.32% | 75 | +23 | 0.26% | Q3 2026 | Oct 20, 2026 |
| Mariner, LLC | History | No change | 8,300 | 348 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marion Wealth Management | History | Added to | 8,076 | 335 | 0.07% | 0.07% | 77 | +219 | 2.79% | Q3 2026 | Oct 21, 2026 |
| M Holdings Securities, Inc. | History | New | 8,032 | 325 | 0.02% | — | 78 | +8,032 | New | Q3 2026 | Nov 03, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 7,476 | 310 | 0.09% | 0.09% | 79 | +101 | 1.37% | Q3 2026 | Oct 15, 2026 |
| Tidemark, LLC | History | No change | 7,010 | 294 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | New | 6,911 | 287 | 0.0% | — | 81 | +6,911 | New | Q3 2026 | Nov 02, 2026 |
| PFG Investments, LLC | History | No change | 6,757 | 283 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 6,727 | 282 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 6,691 | 277 | 0.03% | — | 84 | +6,691 | New | Q3 2026 | Oct 14, 2026 |
| HighPoint Advisor Group LLC | History | No change | 6,377 | 267 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LifeGoal Investments, LLC | History | Added to | 6,333 | 263 | 0.08% | 0.12% | 86 | +20 | 0.32% | Q3 2026 | Oct 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,119 | 256 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 5,946 | 246 | 0.0% | 0.0% | 88 | +850 | 16.68% | Q3 2026 | Oct 22, 2026 |
| Capital Wealth Planning, LLC | History | No change | 5,747 | 241 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,649 | 237 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 5,509 | 231 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bison Wealth, LLC | History | Added to | 5,390 | 224 | 0.02% | 0.02% | 92 | +153 | 2.92% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 5,302 | 220 | 0.0% | — | 93 | +5,302 | New | Q3 2026 | Nov 02, 2026 |
| MONECO ADVISORS, LLC | History | No change | 5,133 | 215 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,100 | 214 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 5,142 | 213 | 0.03% | 0.03% | 96 | +356 | 7.44% | Q3 2026 | Oct 16, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 5,051 | 212 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 4,846 | 203 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 4,859 | 201 | 0.03% | 0.03% | 100 | +20 | 0.41% | Q3 2026 | Oct 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,850 | 201 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 3,887 | 163 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,800 | 160 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,428 | 142 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,439 | 102 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Wealth Management PBC | History | No change | 2,100 | 87 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2,000 | 83 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,825 | 76 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,687 | 70 | 0.0% | 0.0% | 108 | +605 | 55.91% | Q3 2026 | Oct 16, 2026 |
| Ancora Advisors LLC | History | No change | 1,604 | 67 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,392 | 58 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,350 | 56 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,170 | 48 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Allworth Financial LP | History | No change | 900 | 37 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 825 | 34 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 800 | 33 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 779 | 32 | 0.01% | 0.0% | 116 | +377 | 93.78% | Q3 2026 | Nov 03, 2026 |
| SWAN Capital LLC | History | No change | 723 | 30 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 731 | 30 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | No change | 618 | 25 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NFSG Corp | History | New | 588 | 24 | 0.0% | — | 120 | +588 | New | Q3 2026 | Oct 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 473 | 19 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 423 | 18 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPL Wealth Management, LLC | History | No change | 390 | 16 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 350 | 14 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 300 | 12 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 295 | 12 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 250 | 10 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Roble, Belko & Company, Inc | History | No change | 244 | 10 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SHP Wealth Management | History | No change | 89 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 1 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -26,298 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,125 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,061 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2026 | Oct 21, 2026 |