J.P. Morgan Exchange-Traded Fund Trust - JAVA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 20,570,939 | 1,635,595 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 9,053,209 | 718,915 | 5.34% | 5.34% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 7,226,489 | 573,855 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,187,608 | 411,947 | 6.33% | 6.33% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 2,660,580 | 211,276 | 2.51% | 2.51% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,539,213 | 201,654 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,879,375 | 149,241 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,688,045 | 134,047 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,458,706 | 115,836 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,306,578 | 103,755 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,121,325 | 89,044 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,054,640 | 83,316 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 956,185 | 75,930 | 2.0% | 2.0% | 13 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 930,344 | 73,878 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPH & CO | History | No change | 912,599 | 72,469 | 18.35% | 18.35% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 864,654 | 68,662 | 10.19% | 10.19% | 16 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 827,129 | 65,682 | 1.04% | 1.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 735,629 | 58,416 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 730,947 | 58,044 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 703,546 | 55,868 | 0.52% | 0.52% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 658,701 | 52,307 | 0.17% | 0.17% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CI INVESTMENTS INC. | History | No change | 634,876 | 50,415 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 620,924 | 49,307 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 591,136 | 46,942 | 0.22% | 0.22% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Northwest Financial Advisors | History | No change | 567,601 | 45,073 | 5.99% | 5.99% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 561,090 | 44,576 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Convergence Financial, LLC | History | No change | 552,018 | 43,835 | 3.49% | 3.49% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 550,530 | 43,717 | 4.66% | 4.66% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Intellus Advisors LLC | History | No change | 490,286 | 38,933 | 4.73% | 4.73% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 470,589 | 37,369 | 4.35% | 4.35% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WNY Asset Management, LLC | History | No change | 455,055 | 36,135 | 3.23% | 3.23% | 31 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Partners Wealth | History | No change | 428,827 | 34,053 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 404,169 | 32,095 | 0.78% | 0.78% | 33 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 394,605 | 31,335 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 380,934 | 30,249 | 1.5% | 1.5% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Americana Partners, LLC | History | No change | 378,711 | 30,073 | 0.68% | 0.68% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 374,162 | 29,712 | 3.77% | 3.77% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 344,898 | 27,388 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 308,402 | 24,490 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 307,626 | 24,429 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 305,286 | 24,242 | 7.6% | 7.6% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Triangle Securities Wealth Management | History | No change | 253,006 | 20,091 | 3.99% | 3.99% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 246,308 | 19,559 | 0.56% | 0.56% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prism Advisors, Inc. | History | No change | 242,984 | 19,295 | 4.69% | 4.69% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Storen Legacy Partners, LLC | History | No change | 242,201 | 19,233 | 5.24% | 5.24% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 240,777 | 19,120 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 239,863 | 19,047 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 237,042 | 18,823 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 207,083 | 16,444 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 182,052 | 14,456 | 3.83% | 3.83% | 50 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 179,615 | 14,378 | 1.78% | 1.78% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 177,120 | 14,065 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BCGM Wealth Management, LLC | History | No change | 174,732 | 13,875 | 2.93% | 2.93% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 164,361 | 13,051 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 156,919 | 12,460 | 4.71% | 4.71% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 155,601 | 12,356 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 142,735 | 11,334 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 138,442 | 11,249 | 0.51% | 0.51% | 58 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 133,932 | 10,524 | 1.06% | 1.06% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Capital Analysts, LLC | History | No change | 131,393 | 10,434 | 0.24% | 0.24% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 129,247 | 10,263 | 0.21% | 0.21% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 119,711 | 9,506 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 119,394 | 9,481 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 118,452 | 9,406 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 116,560 | 9,256 | 3.59% | 3.59% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MN Wealth Advisors, LLC | History | No change | 104,126 | 8,268 | 3.52% | 3.52% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 99,492 | 7,900 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 93,194 | 7,400 | 0.35% | 0.35% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 92,826 | 7,371 | 5.22% | 5.22% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARSHALL WACE, LLP | History | No change | 84,252 | 6,690 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 82,266 | 6,532 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | No change | 72,757 | 6,015 | 0.35% | 0.35% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 73,974 | 5,874 | 6.33% | 6.33% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gemmer Asset Management LLC | History | No change | 72,368 | 5,746 | 0.39% | 0.39% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 72,051 | 5,721 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 72,035 | 5,720 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 71,999 | 5,717 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WCG Wealth Advisors LLC | History | No change | 70,588 | 5,605 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 69,783 | 5,541 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 68,416 | 5,432 | 0.36% | 0.36% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GGM Financial LLC | History | No change | 65,487 | 5,200 | 1.97% | 1.97% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 65,108 | 5,170 | 0.64% | 0.64% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 60,005 | 4,824 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 5T Wealth, LLC | History | No change | 59,413 | 4,717 | 1.76% | 1.76% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merited Wealth, LLC | History | No change | 59,352 | 4,713 | 3.33% | 3.33% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 59,303 | 4,709 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 57,447 | 4,561 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 54,520 | 4,329 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPLAN Partners, LLC | History | No change | 53,155 | 4,221 | 0.81% | 0.81% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Denver PWM, LLC | History | No change | 50,176 | 4,206 | 1.38% | 1.38% | 90 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 52,961 | 4,205 | 0.13% | 0.13% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CMH Wealth Management LLC | History | No change | 51,550 | 4,093 | 0.62% | 0.62% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 49,835 | 3,957 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ascent Group, LLC | History | No change | 48,460 | 3,848 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 45,866 | 3,646 | 0.1% | 0.1% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 45,661 | 3,625 | 1.51% | 1.51% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 41,775 | 3,317 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 41,552 | 3,299 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 39,953 | 3,172 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 38,040 | 3,020 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compass Wealth Management, LLC/GA | History | No change | 35,667 | 2,832 | 1.13% | 1.13% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WBH ADVISORY INC | History | No change | 34,565 | 2,744 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 34,310 | 2,724 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hopwood Nicholas Hunter | History | No change | 31,220 | 2,479 | 0.68% | 0.68% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 31,177 | 2,475 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Crumly & Associates Inc. | History | No change | 30,838 | 2,448 | 0.47% | 0.47% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MGO ONE SEVEN LLC | History | No change | 30,331 | 2,408 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 30,299 | 2,406 | 1.93% | 1.93% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independence Asset Advisors, LLC | History | No change | 29,710 | 2,359 | 0.61% | 0.61% | 109 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 28,824 | 2,288 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mariner, LLC | History | No change | 27,230 | 2,162 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 26,648 | 2,116 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 26,099 | 2,072 | 0.42% | 0.42% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 25,646 | 2,036 | 0.51% | 0.51% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 23,395 | 1,857 | 0.29% | 0.29% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUREfi Wealth, LLC | History | No change | 23,382 | 1,856 | 1.02% | 1.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ignite Planners, LLC | History | No change | 23,140 | 1,837 | 0.25% | 0.25% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Heartland Consultants, Inc. | History | No change | 22,603 | 1,794 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 22,422 | 1,780 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 22,152 | 1,759 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Elevation Wealth Management LLC | History | No change | 21,695 | 1,722 | 1.29% | 1.29% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 21,441 | 1,702 | 0.31% | 0.31% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Traveka Wealth, LLC | History | No change | 21,049 | 1,671 | 0.56% | 0.56% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 20,776 | 1,649 | 0.25% | 0.25% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 20,449 | 1,623 | 0.31% | 0.31% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 20,255 | 1,608 | 0.58% | 0.58% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Belpointe Asset Management LLC | History | No change | 20,134 | 1,598 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 19,623 | 1,558 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 19,351 | 1,536 | 0.95% | 0.95% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 18,578 | 1,475 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 18,474 | 1,467 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 18,176 | 1,443 | 0.93% | 0.93% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 17,075 | 1,355 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 16,631 | 1,320 | 0.3% | 0.3% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 16,109 | 1,279 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,102 | 1,278 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 16,046 | 1,274 | 0.53% | 0.53% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 15,089 | 1,198 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Providence First Trust Co | History | No change | 14,562 | 1,156 | 0.32% | 0.32% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frontier Asset Management, LLC | History | No change | 14,043 | 1,115 | 0.2% | 0.2% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 13,766 | 1,093 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 13,658 | 1,084 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 13,484 | 1,070 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essex Financial Services, Inc. | History | No change | 13,247 | 1,051 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bill Few Associates, Inc. | History | No change | 13,108 | 1,040 | 0.22% | 0.22% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 12,941 | 1,027 | 0.5% | 0.5% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,726 | 1,010 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wayfinding Financial, LLC | History | No change | 12,509 | 993 | 0.38% | 0.38% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rothschild Wealth LLC | History | No change | 12,101 | 960 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 11,680 | 931 | 0.02% | 0.03% | 150 | -2,155 | -15.58% | Q3 2026 | Oct 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 11,700 | 929 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 11,710 | 929 | 0.54% | 0.54% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 11,685 | 927 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,618 | 922 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 11,558 | 917 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 11,329 | 899 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 11,022 | 875 | 0.36% | 0.36% | 157 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Verity Asset Management, Inc. | History | No change | 10,743 | 853 | 0.32% | 0.32% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 10,617 | 843 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weil Company, Inc. | History | No change | 10,470 | 831 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,364 | 823 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 10,210 | 810 | 0.47% | 0.47% | 162 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 10,083 | 800 | 0.35% | 0.35% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,874 | 784 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 9,669 | 767 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,619 | 763 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONECO ADVISORS, LLC | History | No change | 9,594 | 761 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9,345 | 742 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compound Planning, Inc. | History | No change | 9,108 | 723 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 8,959 | 711 | 0.14% | 0.14% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,519 | 676 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER & CO INC | History | No change | 8,464 | 672 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Obermeyer Wealth Partners | History | No change | 8,372 | 664 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TritonPoint Partners, LLC | History | No change | 8,151 | 647 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Point Advisors Inc. | History | No change | 7,767 | 616 | 0.55% | 0.55% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 7,466 | 592 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Apella Capital, LLC | History | No change | 7,360 | 592 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 7,119 | 565 | 0.21% | 0.21% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | No change | 6,620 | 525 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,588 | 523 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,567 | 521 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,548 | 519 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,486 | 515 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 6,345 | 503 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 5,939 | 471 | 0.24% | 0.24% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,892 | 467 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,889 | 467 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 5,774 | 458 | 0.13% | 0.13% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,659 | 449 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,619 | 446 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 5,572 | 442 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 5,523 | 440 | 0.08% | 0.09% | 192 | -470 | -7.84% | Q3 2026 | Oct 01, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 5,267 | 418 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 5,107 | 405 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 5,059 | 401 | 0.19% | 0.19% | 195 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Trexquant Investment LP | History | No change | 5,029 | 399 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 4,993 | 396 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,865 | 386 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4,850 | 385 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First PREMIER Bank | History | No change | 4,718 | 375 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,631 | 367 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Plan Group Financial, LLC | History | No change | 4,602 | 365 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 4,527 | 359 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 4,491 | 356 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fisher Asset Management, LLC | History | No change | 4,362 | 346 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Regal Investment Advisors LLC | History | No change | 4,186 | 332 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 4,179 | 331 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,145 | 329 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 4,003 | 317 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 3,940 | 312 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 3,866 | 306 | 0.23% | 0.23% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequent Planning LLC | History | No change | 3,836 | 304 | 0.06% | 0.06% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Capital Management, LLC | History | No change | 3,775 | 299 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 3,694 | 293 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 3,622 | 287 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | No change | 3,592 | 285 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| StoneX Group Inc. | History | No change | 3,400 | 270 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,409 | 270 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MBA Advisors LLC | History | No change | 3,346 | 265 | 0.09% | 0.09% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 3,329 | 264 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Partners, LLC | History | No change | 3,200 | 254 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 3,014 | 239 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,014 | 239 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kelly Financial Services LLC | History | No change | 2,990 | 237 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,907 | 230 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,841 | 225 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 2,814 | 223 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 2,770 | 219 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 2,763 | 219 | 0.14% | 0.14% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 2,623 | 208 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,611 | 207 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,589 | 205 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,576 | 204 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Partners Group, Inc | History | No change | 2,581 | 204 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 2,524 | 200 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,070 | 166 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 2,051 | 164 | 0.19% | 0.19% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 1,840 | 146 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,652 | 131 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,593 | 126 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,484 | 117 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,438 | 114 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,432 | 113 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,239 | 103 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 1,242 | 98 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,014 | 80 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 941 | 74 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 737 | 58 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LGT Financial Advisors LLC | History | No change | 729 | 57 | 0.3% | 0.3% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Street Group, LTD | History | No change | 534 | 42 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 446 | 35 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | No change | 433 | 34 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 300 | 23 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 239 | 18 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Register Financial Advisors LLC | History | No change | 228 | 18 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 239 | 18 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 140 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 145 | 11 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rossby Financial, LCC | History | No change | 122 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 96 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 88 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 77 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 68 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 63 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 53 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 39 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 45 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Continuum Advisory, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Investment Partners LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Security National Bank | History | No change | 30 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 18 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Dedication, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |