Wedbush Series Trust - IVES
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | No change | 756,776 | 28,833 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 280,685 | 10,694 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 280,218 | 10,676 | 2.91% | 2.91% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 262,186 | 9,989 | 0.26% | 0.26% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 242,775 | 9,250 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 241,031 | 9,183 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 172,418 | 6,569 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Longitude (Cayman) Ltd. | History | No change | 161,000 | 6,134 | 1.95% | 1.95% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 131,658 | 5,016 | 0.34% | 0.34% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 121,087 | 4,613 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 112,247 | 4,276 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 112,176 | 4,273 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 106,132 | 4,043 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 78,827 | 3,003 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 72,140 | 2,748 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 68,417 | 2,606 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 65,575 | 2,485 | 0.49% | 0.49% | 17 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 64,612 | 2,461 | 0.86% | 0.86% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 55,915 | 2,130 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | No change | 55,763 | 2,124 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Apollon Wealth Management, LLC | History | No change | 55,330 | 2,108 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 53,798 | 2,049 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 53,427 | 2,035 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Financial Partners | History | New | 41,191 | 1,704 | 0.76% | — | 24 | +41,191 | New | Q3 2026 | Oct 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 44,467 | 1,694 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 43,793 | 1,668 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 41,294 | 1,573 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BXM Wealth LLC | History | No change | 38,725 | 1,475 | 0.8% | 0.8% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 36,533 | 1,391 | 0.35% | 0.35% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 35,593 | 1,355 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 35,384 | 1,348 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 34,300 | 1,306 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 33,199 | 1,264 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 31,926 | 1,216 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 30,139 | 1,148 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 30,180 | 1,125 | 1.29% | 1.29% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 29,356 | 1,118 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 29,094 | 1,108 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 28,239 | 1,075 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GTS SECURITIES LLC | History | No change | 27,522 | 1,048 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 27,200 | 1,036 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 23,374 | 890 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 21,521 | 819 | 0.4% | 0.4% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sun Financial Inc | History | No change | 21,031 | 818 | 0.39% | 0.39% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 20,444 | 778 | 0.17% | 0.17% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | No change | 20,113 | 766 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MADDEN SECURITIES Corp | History | No change | 19,825 | 755 | 0.21% | 0.21% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 19,422 | 739 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Estate Planners Group, LLC | History | No change | 18,653 | 710 | 0.32% | 0.32% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | No change | 17,076 | 650 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 16,728 | 637 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 16,144 | 615 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,036 | 610 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,337 | 584 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 14,998 | 571 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VestGen Advisors, LLC | History | No change | 14,422 | 549 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | No change | 14,257 | 543 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,247 | 542 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| XTX Topco Ltd | History | No change | 14,104 | 537 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,644 | 481 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,455 | 475 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 11,428 | 439 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 11,500 | 438 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 10,559 | 402 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 10,352 | 394 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,000 | 381 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 9,540 | 363 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 9,428 | 359 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 9,420 | 358 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Box Hill Private Wealth LLC | History | Added to | 8,554 | 351 | 0.26% | 0.25% | 70 | +273 | 3.3% | Q3 2026 | Oct 05, 2026 |
| Intellectus Partners, LLC | History | No change | 9,005 | 343 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 8,413 | 320 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,310 | 316 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vines Capital Management, LLC | History | No change | 8,094 | 308 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CV Advisors LLC | History | No change | 7,982 | 304 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kellett Wealth Advisors, LLC | History | No change | 7,880 | 300 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,599 | 289 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 7,505 | 285 | 0.17% | 0.17% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Seelaus Asset Management LLC | History | No change | 7,365 | 280 | 0.2% | 0.2% | 79 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 6,500 | 247 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,419 | 244 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 6,334 | 241 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MORGAN STANLEY | History | No change | 6,277 | 239 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Financial Advisors, LLC | History | No change | 6,080 | 231 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 6,000 | 228 | 0.19% | 0.19% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clear Point Advisors Inc. | History | No change | 5,792 | 220 | 0.19% | 0.19% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 5,688 | 216 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 5,585 | 212 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 5,554 | 211 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 5,460 | 208 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,342 | 203 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SlateStone Wealth, LLC | History | No change | 5,295 | 202 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,883 | 147 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,616 | 136 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,100 | 118 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | No change | 3,115 | 118 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 3,006 | 114 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,800 | 107 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 2,712 | 103 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,346 | 89 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,352 | 89 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,590 | 60 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,225 | 46 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,126 | 42 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 1,084 | 41 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 1,015 | 41 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Pioneer Family Office, LLC | History | No change | 850 | 32 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 729 | 27 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 684 | 26 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 704 | 26 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 600 | 22 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City State Bank | History | No change | 500 | 19 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 490 | 18 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 422 | 16 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 401 | 15 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 370 | 14 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| North Star Investment Management Corp. | History | No change | 328 | 12 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Milestone Investment Advisors LLC | History | No change | 335 | 12 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 300 | 11 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 288 | 10 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 181 | 6 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 168 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MCF Advisors LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 104 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IMA Advisory Services, Inc. | History | No change | 76 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 63 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Abound Wealth Management | History | No change | 70 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sachetta, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | No change | 49 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 38 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Banque Cantonale Vaudoise | History | No change | 8,000 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |