Janus Detroit Street Trust - JBBB

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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
Jupiter Topco LLC History New 6,395,351 302,434 0.12% — 1 +6,395,351 New Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 716,664 33,934 0.01% 0.01% 2 +79,673 12.51% Q2 2026 Aug 07, 2026
Pathstone Holdings, LLC History Added to 652,875 30,913 0.09% 0.12% 3 +2,727 0.42% Q2 2026 Aug 13, 2026
UBS Group AG History Added to 490,125 23,207 0.0% 0.0% 4 +64,201 15.07% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 479,928 22,724 0.01% 0.0% 5 +417,350 666.93% Q2 2026 Sep 23, 2026
Bank of New York Mellon Corp History Added to 387,824 18,363 0.0% 0.0% 6 +363,036 1464.56% Q2 2026 Aug 06, 2026
TT Capital Management LLC History Added to 289,726 13,718 10.69% 10.84% 7 +7,565 2.68% Q2 2026 Aug 04, 2026
Markowski Investments History New 287,639 13,619 3.0% — 8 +287,639 New Q2 2026 Aug 13, 2026
Ocean Park Asset Management, LLC History No change 276,200 13,078 0.63% 0.74% 9 0 0.0% Q2 2026 Jul 09, 2026
Border to Coast Pensions Partnership Ltd History Added to 275,000 13,011 0.19% 0.21% 10 +10,000 3.77% Q2 2026 Jul 27, 2026
Banco BTG Pactual S.A. History Added to 264,830 12,539 1.06% 0.88% 11 +48,936 22.67% Q2 2026 Aug 07, 2026
AE Wealth Management LLC History Reduced 255,448 12,095 0.06% 0.07% 12 -16,443 -6.05% Q2 2026 Aug 03, 2026
EPIQ PARTNERS, LLC History Reduced 251,777 11,921 5.06% 5.57% 13 -4,258 -1.66% Q2 2026 Jul 07, 2026
Sanctuary Advisors, LLC History Reduced 233,474 11,054 0.05% 0.06% 14 -1,288 -0.55% Q2 2026 Aug 13, 2026
Summit Financial, LLC History Reduced 167,958 7,991 0.09% 0.11% 15 -9,458 -5.33% Q2 2026 Aug 12, 2026
AdvisorNet Financial, Inc History Added to 151,814 7,188 0.33% 0.31% 16 +23,308 18.14% Q2 2026 Jul 23, 2026
Foguth Wealth Management, LLC. History Added to 148,459 7,042 0.8% 0.03% 17 +143,333 2796.2% Q2 2026 Jul 21, 2026
CacheTech Inc. History Reduced 147,420 6,980 1.13% 1.35% 18 -3,316 -2.2% Q2 2026 Aug 11, 2026
Destiny Wealth Partners, LLC History Reduced 143,364 6,779 0.96% 1.22% 19 -95,227 -39.91% Q2 2026 Aug 07, 2026
Nilsine Partners, LLC History Reduced 140,482 6,651 0.46% 0.54% 20 -5,500 -3.77% Q2 2026 Jul 24, 2026
Adams Wealth Management History Reduced 138,199 6,543 1.25% 1.48% 21 -6,218 -4.31% Q2 2026 Aug 10, 2026
Financial Enhancement Group LLC History Added to 137,186 6,495 0.77% 0.77% 22 +5,012 3.79% Q2 2026 Jul 07, 2026
ROYAL BANK OF CANADA History Added to 136,090 6,444 0.0% 0.0% 23 +135,709 35619.16% Q2 2026 Aug 14, 2026
WT Wealth Management History Added to 135,640 6,422 1.78% 1.68% 24 +14,231 11.72% Q2 2026 Jul 22, 2026
SSI INVESTMENT MANAGEMENT LLC History New 133,209 6,307 0.37% — 25 +133,209 New Q2 2026 Aug 10, 2026
CV Advisors LLC History Added to 112,170 5,311 0.98% 1.41% 26 +1,235 1.11% Q2 2026 Jul 21, 2026
RAYMOND JAMES FINANCIAL INC History New 111,213 5,265 0.0% — 27 +111,213 New Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Reduced 104,410 4,944 0.01% 0.01% 28 -3,125 -2.91% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 97,107 4,598 0.05% 0.06% 29 -10,395 -9.67% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 95,036 4,498 0.54% — 30 +95,036 New Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History Reduced 92,242 4,367 0.07% 0.09% 31 -6,679 -6.75% Q2 2026 Jul 31, 2026
Sowell Financial Services LLC History Added to 91,654 4,339 0.14% 0.16% 32 +1,263 1.4% Q2 2026 Jul 17, 2026
Clearview Wealth Management LLC History Reduced 91,449 4,330 2.78% 3.06% 33 -1,495 -1.61% Q2 2026 Jul 13, 2026
Envestnet Portfolio Solutions, Inc. History New 90,958 4,306 0.02% — 34 +90,958 New Q2 2026 Sep 23, 2026
Keeler Thomas Management LLC History Reduced 90,229 4,272 1.51% 2.01% 35 -11,792 -11.56% Q2 2026 Jul 29, 2026
Flagship Capital Management Inc. History Added to 88,610 4,195 2.65% 2.98% 36 +1,655 1.9% Q2 2026 Jul 21, 2026
Auour Investments LLC History Added to 84,611 4,006 1.15% 0.95% 37 +19,981 30.92% Q2 2026 Jul 21, 2026
US BANCORP \DE\ History Added to 82,834 3,922 0.0% 0.0% 38 +119 0.14% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 78,454 3,719 0.01% 0.0% 39 +28,691 57.66% Q2 2026 Jul 15, 2026
Paragon Advisors, LLC History Reduced 69,937 3,311 0.7% 1.0% 40 -9,260 -11.69% Q2 2026 Jul 29, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 69,032 3,268 1.05% 1.06% 41 +6,785 10.9% Q2 2026 Jul 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 65,177 3,090 0.0% 0.0% 42 -92,178 -58.58% Q2 2026 Aug 14, 2026
Impact Partnership Wealth, LLC History Added to 64,190 3,039 0.3% 0.28% 43 +14,835 30.06% Q2 2026 Jul 29, 2026
TRUIST FINANCIAL CORP History Added to 62,127 2,941 0.0% 0.0% 44 +39,923 179.8% Q2 2026 Jul 28, 2026
Clark Capital Management Group, Inc. History Added to 59,186 2,802 0.02% 0.02% 45 +2,570 4.54% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History Reduced 57,969 2,745 0.01% 0.01% 46 -3,120 -5.11% Q2 2026 Aug 05, 2026
Central Pacific Bank - Trust Division History New 57,410 2,718 0.28% — 47 +57,410 New Q2 2026 Jul 07, 2026
Private Advisory Group LLC History Added to 54,123 2,562 0.14% 0.13% 48 +12,748 30.81% Q2 2026 Aug 06, 2026
Gibbs Wealth Management History No change 53,036 2,471 0.32% 0.32% 49 0 0.0% Q1 2026 May 13, 2026
Kathmere Capital Management, LLC History Added to 49,324 2,335 0.12% 0.12% 50 +5,877 13.53% Q2 2026 Jul 29, 2026
Geneos Wealth Management Inc. History Reduced 48,157 2,280 0.05% 0.09% 51 -38,405 -44.37% Q2 2026 Aug 06, 2026
Ridgeline Wealth, LLC History Reduced 47,575 2,252 1.32% 1.96% 52 -11,252 -19.13% Q2 2026 Jul 06, 2026
Denver PWM, LLC History Added to 47,354 2,243 0.73% 0.62% 53 +9,359 24.63% Q2 2026 Aug 17, 2026
NewEdge Wealth, LLC History Reduced 45,143 2,137 0.02% 0.03% 54 -3,735 -7.64% Q2 2026 Aug 10, 2026
FLOW TRADERS U.S. LLC History New 45,116 2,136 0.09% — 55 +45,116 New Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History Added to 44,604 2,112 0.01% 0.02% 56 +1,100 2.53% Q2 2026 Jul 20, 2026
Advisory Alpha, LLC History Added to 44,309 2,098 0.05% 0.04% 57 +9,616 27.72% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History Reduced 43,515 2,060 0.02% 0.02% 58 -1,908 -4.2% Q2 2026 Aug 11, 2026
Maridea Wealth Management LLC History Reduced 42,205 1,998 0.22% 0.31% 59 -3,445 -7.55% Q2 2026 Aug 06, 2026
Englebert Financial Advisers, LLC History Added to 39,752 1,882 1.85% 1.38% 61 +13,773 53.02% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History Added to 39,747 1,882 0.0% 0.0% 60 +1,350 3.52% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History Added to 39,657 1,877 0.03% 0.04% 62 +397 1.01% Q2 2026 Jul 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History New 38,188 1,808 0.0% — 63 +38,188 New Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 37,806 1,790 0.0% 0.0% 64 -21,605 -36.37% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 37,382 1,770 0.0% 0.0% 65 +4,537 13.81% Q2 2026 Jul 27, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 36,620 1,733 0.03% 0.3% 66 -246,641 -87.07% Q2 2026 Jul 15, 2026
AXS Investments LLC History New 36,130 1,710 0.48% — 67 +36,130 New Q2 2026 Aug 10, 2026
PFG Advisors History Added to 35,256 1,669 0.08% 0.08% 68 +562 1.62% Q2 2026 Jul 16, 2026
J. Safra Sarasin Holding AG History No change 35,000 1,657 0.02% 0.03% 69 0 0.0% Q2 2026 Jul 31, 2026
National Philanthropic Trust History No change 34,367 1,627 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History Added to 33,580 1,590 0.0% — 71 +33,567 258207.69% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History Added to 31,103 1,472 0.0% 0.0% 72 +2,994 10.65% Q2 2026 Aug 12, 2026
Diversified Portfolios, Inc. History Added to 29,442 1,394 0.1% 0.1% 73 +3,897 15.26% Q2 2026 Aug 04, 2026
SMITH, MOORE & CO. History No change 29,320 1,388 0.09% 0.1% 74 0 0.0% Q2 2026 Aug 12, 2026
Cooper Financial Group History Reduced 28,225 1,336 0.11% 0.16% 75 -6,254 -18.14% Q2 2026 Jul 08, 2026
L2 Asset Management, LLC History Added to 27,740 1,313 0.14% 0.12% 76 +1,137 4.27% Q2 2026 Aug 13, 2026
4WEALTH ADVISORS, INC. History Added to 25,810 1,226 0.94% 0.96% 77 +1,723 7.15% Q2 2026 Jul 17, 2026
Focus Partners Wealth History Added to 25,844 1,225 0.0% 0.0% 78 +5,421 26.54% Q2 2026 Aug 12, 2026
Total Clarity Wealth Management, Inc. History Reduced 25,311 1,198 0.23% 0.42% 79 -13,168 -34.22% Q2 2026 Jul 23, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Added to 24,948 1,181 0.45% 0.44% 81 +3,131 14.35% Q2 2026 Jul 09, 2026
Kestra Advisory Services, LLC History Added to 24,943 1,181 0.0% 0.0% 80 +2,012 8.77% Q2 2026 Jul 28, 2026
Bienville Capital Management, LLC History New 24,816 1,180 0.16% — 82 +24,816 New Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History New 24,491 1,159 0.01% — 83 +24,491 New Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History New 24,467 1,158 0.0% — 84 +24,467 New Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History Added to 23,587 1,116 0.02% 0.01% 85 +15,806 203.14% Q2 2026 Jul 21, 2026
KG Capital Management History Added to 22,867 1,082 0.64% 0.76% 86 +18 0.08% Q2 2026 Aug 07, 2026
BANK OF MONTREAL /CAN/ History New 22,832 1,081 0.0% — 87 +22,832 New Q2 2026 Aug 12, 2026
Portside Wealth Group, LLC History Added to 22,808 1,079 0.13% 0.13% 88 +1,646 7.78% Q2 2026 Jul 14, 2026
Hidden Cove Wealth Management, LLC History Reduced 21,761 1,030 0.57% 0.77% 89 -3,962 -15.4% Q2 2026 Jul 21, 2026
GOLDMAN SACHS GROUP INC History Added to 21,045 996 0.0% 0.0% 90 +10,440 98.44% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History Reduced 20,745 982 0.02% 0.05% 91 -22,548 -52.08% Q2 2026 Jul 31, 2026
Talon Private Wealth, LLC History Added to 20,741 982 0.11% 0.12% 92 +1,579 8.24% Q2 2026 Sep 11, 2026
Cadent Capital Advisors, LLC History Reduced 20,288 960 0.2% 0.32% 93 -6,248 -23.55% Q2 2026 Jul 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 20,190 955 0.0% 0.0% 94 -32,600 -61.75% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History New 20,000 947 0.0% — 95 +20,000 New Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History New 19,538 926 0.02% — 97 +19,538 New Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 19,538 926 0.02% 0.02% 96 -6,412 -24.71% Q2 2026 Jul 29, 2026
Medallion Wealth Advisors, LLC History Reduced 17,989 920 0.29% 0.42% 99 -9,758 -35.17% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History Reduced 19,440 920 0.0% 0.0% 98 -750 -3.71% Q2 2026 Aug 05, 2026
Ethos Financial Group, LLC History Reduced 19,016 902 0.06% 0.08% 100 -2,918 -13.3% Q2 2026 Aug 07, 2026
Sage Mountain Advisors LLC History Reduced 16,805 795 0.05% 0.06% 101 -710 -4.05% Q2 2026 Aug 05, 2026
Ancora Advisors LLC History Reduced 16,410 777 0.01% 0.02% 102 -622 -3.65% Q2 2026 Aug 14, 2026
Strong Tower Advisory Services History Added to 16,221 768 0.14% 0.14% 103 +776 5.02% Q2 2026 Jul 13, 2026
Camelot Portfolios, LLC History Added to 15,116 715 0.5% 0.51% 104 +420 2.86% Q2 2026 Jul 17, 2026
NewEdge Advisors, LLC History Added to 15,039 712 0.0% 0.0% 105 +3,192 26.94% Q2 2026 Aug 12, 2026
Betterment LLC History Added to 14,216 673 0.0% 0.0% 106 +7,256 104.25% Q2 2026 Aug 14, 2026
CGN Advisors LLC History Added to 14,034 664 0.05% 0.05% 107 +584 4.34% Q2 2026 Jul 06, 2026
Virtus Fixed Income Advisers, LLC History New 13,535 640 0.4% — 108 +13,535 New Q2 2026 Aug 13, 2026
MBL Wealth, LLC History Reduced 13,360 632 0.04% 0.08% 109 -8,885 -39.94% Q2 2026 Jul 15, 2026
Almanack Investment Partners, LLC. History Added to 13,346 631 0.08% 0.05% 110 +6,912 107.43% Q2 2026 Jul 30, 2026
Signal Advisors Wealth, LLC History Reduced 13,304 629 0.03% 0.05% 111 -1,219 -8.39% Q2 2026 Aug 04, 2026
J.M. Arbour, LLC History Added to 13,175 623 0.54% 0.41% 112 +4,117 45.45% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History Reduced 13,078 619 0.0% 0.0% 113 -14,841 -53.16% Q2 2026 Aug 14, 2026
QTR Family Wealth, LLC History Reduced 12,870 609 0.21% 0.26% 114 -413 -3.11% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 12,327 583 0.0% 0.0% 115 -9,329 -43.08% Q2 2026 Jul 29, 2026
EAGLE GLOBAL ADVISORS LLC History No change 11,780 557 0.02% 0.02% 116 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History Added to 10,925 517 0.01% 0.01% 117 +1,205 12.4% Q2 2026 Jul 15, 2026
Accurate Wealth Management, LLC History New 10,894 516 0.05% — 118 +10,894 New Q2 2026 Jul 14, 2026
KINTRA WEALTH, LLC History New 10,861 514 0.03% — 119 +10,861 New Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History Added to 10,807 511 0.0% 0.0% 120 +615 6.03% Q2 2026 Aug 13, 2026
Altium Investment Strategies LLC History New 10,683 506 0.73% — 121 +10,683 New Q2 2026 Jul 14, 2026
Atria Investments, Inc History Added to 10,615 502 0.01% 0.0% 122 +4,802 82.61% Q2 2026 Jul 28, 2026
Farther Finance Advisors, LLC History Added to 10,491 496 0.0% 0.0% 123 +344 3.39% Q2 2026 Jul 17, 2026
GK Wealth Management LLC History New 10,423 493 0.26% — 124 +10,423 New Q2 2026 Jul 07, 2026
Private Advisor Group, LLC History Reduced 10,310 488 0.0% 0.0% 125 -6,766 -39.62% Q2 2026 Jul 27, 2026
TBH Global Asset Management, LLC History New 10,301 487 0.09% — 126 +10,301 New Q2 2026 Aug 05, 2026
Advance Capital Management, Inc. History New 10,208 483 0.02% — 127 +10,208 New Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History Reduced 9,991 473 0.0% 0.0% 128 -8,009 -44.49% Q2 2026 Sep 02, 2026
Summit Financial Strategies, Inc. History Reduced 9,323 441 0.03% 0.05% 129 -3,295 -26.11% Q2 2026 Jul 24, 2026
BTS Asset Management, Inc. History Added to 9,284 439 0.93% 1.15% 130 +2,849 44.27% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History Added to 9,121 433 0.0% 0.0% 131 +265 2.99% Q2 2026 Aug 12, 2026
Legacies Wealth LLC History Added to 8,851 419 0.23% 0.16% 132 +3,520 66.03% Q2 2026 Jul 22, 2026
Mariner, LLC History Added to 8,683 411 0.0% 0.0% 133 +2,254 35.06% Q2 2026 Aug 13, 2026
SUMMITPOINT CAPITAL MANAGEMENT History Added to 8,671 410 0.44% 0.41% 134 +1,858 27.27% Q2 2026 Aug 13, 2026
FULCRUM WEALTH ADVISORS, LLC History Reduced 8,659 410 0.31% 0.34% 135 -232 -2.61% Q2 2026 Jul 21, 2026
Pullen Investment Management, LLC History Reduced 8,454 400 0.19% 0.2% 136 -225 -2.59% Q2 2026 Jul 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 8,386 397 0.02% — 137 +8,386 New Q2 2026 Jul 28, 2026
Everest Financial Group LLC History Added to 8,310 393 0.05% 0.05% 138 +1,259 17.86% Q2 2026 Aug 10, 2026
Carrera Capital Advisors History Added to 8,221 391 0.06% 0.04% 139 +2,477 43.12% Q2 2026 Aug 03, 2026
Continuum Advisory, LLC History Reduced 7,796 369 0.03% 0.18% 140 -32,111 -80.46% Q2 2026 Aug 06, 2026
PRINCIPAL SECURITIES, INC. History New 7,794 369 0.0% — 141 +7,794 New Q2 2026 Aug 04, 2026
E&G Advisors, LLC History No change 7,600 359 0.07% 0.08% 142 0 0.0% Q2 2026 Jul 23, 2026
IHT Wealth Management, LLC History Reduced 7,504 355 0.01% 0.01% 143 -270 -3.47% Q2 2026 Aug 14, 2026
Marshall Financial Group, LLC History Reduced 7,389 349 0.05% 0.06% 144 -413 -5.29% Q2 2026 Jul 17, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 7,361 348 0.08% 0.09% 145 0 0.0% Q2 2026 Jul 07, 2026
Clearstead Advisors, LLC History New 7,101 336 0.0% — 146 +7,101 New Q2 2026 Aug 06, 2026
Advisory Services Network, LLC History Reduced 6,667 315 0.0% 0.0% 147 -2 -0.03% Q2 2026 Aug 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 6,432 304 0.01% 0.02% 148 +1,117 21.02% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History Reduced 6,405 303 0.05% 0.06% 149 -875 -12.02% Q2 2026 Jul 24, 2026
Jefferies Financial Group Inc. History Reduced 6,390 302 0.0% 0.0% 150 -8,268 -56.41% Q2 2026 Aug 17, 2026
Valeo Financial Advisors, LLC History Added to 6,316 299 0.01% 0.01% 151 +91 1.46% Q2 2026 Jul 08, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 6,241 295 0.12% — 152 +6,241 New Q2 2026 Jul 24, 2026
IFG Advisory, LLC History New 6,157 291 0.01% — 153 +6,157 New Q2 2026 Aug 13, 2026
JT Stratford LLC History New 6,045 286 0.03% — 154 +6,045 New Q2 2026 Aug 14, 2026
Sage Advisory Services, Ltd.Co. History New 5,745 272 0.13% — 155 +5,745 New Q2 2026 Jul 22, 2026
Triumph Capital Management History Reduced 5,698 269 0.05% 0.09% 156 -3,473 -37.87% Q2 2026 Jul 20, 2026
Magnolia Private Wealth, LLC History Added to 5,621 266 0.15% 0.15% 157 +747 15.33% Q2 2026 Aug 05, 2026
Advyzon Investment Management, LLC History Reduced 5,506 260 0.02% 0.02% 158 -111 -1.98% Q2 2026 Aug 14, 2026
World Investment Advisors History Reduced 5,438 253 0.0% 0.0% 159 -7 -0.13% Q2 2026 Aug 13, 2026
Cerity Partners LLC History Reduced 4,841 229 0.0% 0.0% 160 -1,010 -17.26% Q2 2026 Aug 14, 2026
LifeGoal Investments, LLC History Reduced 4,788 226 0.1% 0.15% 161 -739 -13.37% Q2 2026 Jul 08, 2026
Orion Capital Management LLC History Reduced 4,693 222 0.07% 0.09% 162 -699 -12.96% Q2 2026 Aug 17, 2026
Sloy Dahl & Holst, LLC History No change 4,670 221 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History New 4,574 216 0.01% — 164 +4,574 New Q2 2026 Aug 12, 2026
Global View Capital Management LLC History New 4,529 214 0.04% — 165 +4,529 New Q2 2026 Jul 23, 2026
Wealthspire Advisors, LLC History No change 4,406 208 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 11, 2026
Revisor Wealth Management LLC History Reduced 4,324 205 0.05% 0.06% 167 -345 -7.39% Q2 2026 Jul 21, 2026
Uptown Financial Advisors LLC History New 4,265 201 0.13% — 168 +4,265 New Q2 2026 Jul 10, 2026
Cordoba Advisory Partners LLC History New 4,230 201 0.04% — 169 +4,230 New Q2 2026 Jul 21, 2026
Winthrop Capital Management, LLC History New 4,230 200 0.05% — 170 +4,230 New Q2 2026 Aug 13, 2026
Anfield Capital Management, LLC History No change 3,659 170 0.05% 0.05% 171 0 0.0% Q1 2026 May 12, 2026
MORGAN STANLEY History Reduced 3,586 169 0.0% 0.0% 172 -200,359 -98.24% Q2 2026 Aug 13, 2026
Sankala Group LLC History New 3,159 150 0.1% — 173 +3,159 New Q2 2026 Aug 18, 2026
Union Bancaire Privee, UBP SA History No change 3,527 146 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 16, 2026
CWM, LLC History No change 1,961 91 0.0% 0.0% 175 0 0.0% Q1 2026 May 14, 2026
Financial Network Wealth Advisors LLC History Reduced 1,123 53 0.05% 0.06% 176 -47 -4.02% Q2 2026 Jul 29, 2026
Allworth Financial LP History Reduced 1,040 49 0.0% 0.0% 177 -900 -46.39% Q2 2026 Aug 11, 2026
Crewe Advisors LLC History Added to 856 40 0.0% 0.0% 178 +400 87.72% Q2 2026 Jul 23, 2026
NFSG Corp History Reduced 830 39 0.0% 0.01% 179 -103 -11.04% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Added to 793 37 0.0% 0.0% 180 +393 98.25% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History Reduced 762 36 0.0% 0.0% 181 -336 -30.6% Q2 2026 Aug 12, 2026
LANARK FINANCIAL, INC. History New 443 20 0.0% — 182 +443 New Q2 2026 Jul 21, 2026
Global Retirement Partners, LLC History New 281 13 0.0% — 183 +281 New Q2 2026 Aug 06, 2026
Darwin Wealth Management, LLC History Added to 265 12 0.0% 0.0% 184 +2 0.76% Q2 2026 Jul 21, 2026
SIMPLEX TRADING, LLC History Reduced 140 6 0.0% 0.0% 185 -5,555 -97.54% Q2 2026 Aug 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 140 6 0.0% — 186 +140 New Q2 2026 Jul 22, 2026
MATHER GROUP, LLC. History Reduced 108 5 0.0% 0.0% 187 -671 -86.14% Q2 2026 Jul 27, 2026
CONNING INC. History New 84,400 3 0.0% — 188 +84,400 New Q2 2026 Jul 30, 2026
ASSETMARK, INC History New 48 2 0.0% — 190 +48 New Q2 2026 Jul 30, 2026
Signature Equity Partners, LLC History No change 44 2 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 30, 2026
Key Capital Management, INC History Added to 29 1 0.0% — 191 +27 1350.0% Q2 2026 Jul 27, 2026
BANK OF AMERICA CORP /DE/ History Closed out 0 0 — 0.0% — -500,176 -100.0% Q2 2026 Aug 14, 2026
Insight Wealth Strategies, LLC History Closed out 0 0 — 0.9% — -173,270 -100.0% Q2 2026 Jul 10, 2026
LFG Wealth Partners, LLC History Closed out 0 0 — 1.82% — -64,852 -100.0% Q2 2026 Aug 04, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Closed out 0 0 — 0.37% — -47,338 -100.0% Q2 2026 Jul 20, 2026
Tower Research Capital LLC (TRC) History Reduced 14 0 — 0.03% — -21,758 -99.94% Q2 2026 Aug 11, 2026
EMG Holdings, L.P. History Closed out 0 0 — 0.23% — -20,000 -100.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History Closed out 0 0 — 0.02% — -15,818 -100.0% Q2 2026 Aug 07, 2026
Pictet North America Advisors SA History Closed out 0 0 — 0.06% — -13,775 -100.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History Closed out 0 0 — 0.01% — -12,484 -100.0% Q2 2026 Aug 12, 2026
Navis Wealth Advisors, LLC History Closed out 0 0 — 0.25% — -10,570 -100.0% Q2 2026 Aug 14, 2026
Belpointe Asset Management LLC History Closed out 0 0 — 0.02% — -9,753 -100.0% Q2 2026 Jul 31, 2026
INSPIRION WEALTH ADVISORS, LLC History Closed out 0 0 — 0.05% — -7,872 -100.0% Q2 2026 Jul 07, 2026
Able Wealth Management LLC History Closed out 0 0 — 0.09% — -7,525 -100.0% Q2 2026 Jul 29, 2026
Activest Wealth Management History Closed out 0 0 — 0.06% — -6,867 -100.0% Q2 2026 Jul 16, 2026
Apollon Wealth Management, LLC History Closed out 0 0 — 0.0% — -5,833 -100.0% Q2 2026 Jul 22, 2026
Bryn Mawr Trust Advisors, LLC History Closed out 0 0 — 0.01% — -5,436 -100.0% Q2 2026 Aug 03, 2026
WESBANCO BANK INC History Closed out 0 0 — 0.01% — -5,000 -100.0% Q2 2026 Jul 28, 2026
Waverly Advisors, LLC History Closed out 0 0 — 0.0% — -544 -100.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History Closed out 0 0 — 0.0% — -466 -100.0% Q2 2026 Jul 24, 2026
Merkkuri Wealth Advisors LLC History Closed out 0 0 — 0.01% — -257 -100.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 — 0.0% — -36 -100.0% Q2 2026 Aug 10, 2026
EPG Wealth Management LLC History Closed out 0 0 — 0.0% — -33 -100.0% Q2 2026 Jul 28, 2026
JPMORGAN CHASE & CO History Reduced 3 0 — 0.0% — -23 -88.46% Q2 2026 Aug 12, 2026
Buck Wealth Strategies, LLC History New 19 0 — — — +19 New Q2 2026 Jul 30, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History New 17 0 — — — +17 New Q2 2026 Aug 07, 2026
Walsh & Associates, LLC History Closed out 0 0 — — — -12 -100.0% Q2 2026 Jul 21, 2026
BROWN, LISLE/CUMMINGS, INC. History Closed out 0 0 — — — -11 -100.0% Q2 2026 Sep 02, 2026
PRIVATE TRUST CO NA History Added to 20 0 — — — +6 42.86% Q2 2026 Jul 28, 2026
Cornerstone Planning Group LLC History Reduced 11 0 — — — -6 -35.29% Q2 2026 Jul 29, 2026
Park Square Financial Group, LLC History Closed out 0 0 — — — -6 -100.0% Q2 2026 Jul 31, 2026
Sound Income Strategies, LLC History Closed out 0 0 — — — -3 -100.0% Q2 2026 Jul 20, 2026