J.P. Morgan Exchange-Traded Fund Trust - JEPQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 26,020,258 | 1,599,205 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 23,134,698 | 1,404,276 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 18,594,541 | 1,142,820 | 0.26% | 0.26% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 14,550,868 | 894,296 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,691,459 | 595,637 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,524,865 | 339,511 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,865,661 | 299,044 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,410,368 | 271,061 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,365,130 | 268,333 | 0.32% | 0.32% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,336,966 | 266,549 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 3,405,031 | 209,273 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,290,625 | 202,241 | 0.25% | 0.25% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 3,201,420 | 196,759 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,062,832 | 188,241 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,605,719 | 154,831 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,152,109 | 129,639 | 0.77% | 0.77% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,060,239 | 126,622 | 1.67% | 1.67% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 1,728,321 | 106,222 | 0.45% | 0.45% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,648,740 | 101,331 | 0.21% | 0.21% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Adams Asset Advisors, LLC | History | No change | 1,408,060 | 86,539 | 9.81% | 9.81% | 20 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,405,732 | 86,396 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,392,157 | 85,561 | 1.26% | 1.26% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,309,528 | 80,483 | 0.26% | 0.26% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,256,696 | 77,237 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilton Capital Management, LLC | History | No change | 1,186,561 | 72,926 | 4.96% | 4.96% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,146,600 | 70,470 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,131,484 | 69,541 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Private Advisor Group, LLC | History | No change | 960,111 | 59,008 | 0.27% | 0.27% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 882,072 | 54,212 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 840,881 | 51,680 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 798,914 | 49,101 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 798,222 | 49,059 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 754,312 | 46,360 | 1.05% | 1.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 725,799 | 44,607 | 0.54% | 0.54% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 698,508 | 42,929 | 0.28% | 0.28% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 688,736 | 42,329 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 678,789 | 41,718 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 674,013 | 41,424 | 11.22% | 11.22% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 661,744 | 40,670 | 0.21% | 0.21% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 655,652 | 40,296 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 635,496 | 39,057 | 0.62% | 0.62% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 632,916 | 38,898 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 617,356 | 37,942 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 613,914 | 37,731 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 574,331 | 35,298 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Traynor Capital Management, Inc. | History | No change | 559,504 | 34,387 | 1.58% | 1.58% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Magnus Financial Group LLC | History | No change | 540,109 | 33,195 | 2.35% | 2.35% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 525,973 | 32,326 | 4.36% | 4.36% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 520,036 | 31,961 | 0.57% | 0.57% | 49 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Venture Visionary Partners LLC | History | No change | 485,267 | 29,824 | 0.83% | 0.83% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 484,137 | 29,755 | 0.53% | 0.53% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 469,715 | 28,868 | 0.35% | 0.35% | 52 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PSI Advisors, LLC | History | No change | 469,545 | 28,858 | 6.7% | 6.7% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 461,114 | 28,340 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| James Reed Financial Services, Inc. | History | No change | 424,120 | 26,066 | 19.9% | 19.9% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 416,331 | 25,587 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cornerstone Advisory, LLC | History | No change | 394,178 | 24,226 | 2.01% | 2.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SageGuard Financial Group, LLC | History | No change | 380,856 | 23,407 | 3.29% | 3.29% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 365,327 | 22,453 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 360,324 | 22,145 | 0.13% | 0.13% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 358,660 | 21,702 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 351,960 | 21,631 | 0.4% | 0.4% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthfront Advisers LLC | History | No change | 346,859 | 21,317 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 314,799 | 19,347 | 0.42% | 0.42% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 314,272 | 19,315 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 280,457 | 17,236 | 9.95% | 9.95% | 66 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 273,129 | 16,786 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 264,957 | 16,299 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 254,749 | 15,656 | 0.45% | 0.45% | 69 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 250,359 | 15,393 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 248,290 | 15,259 | 0.4% | 0.4% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 243,261 | 14,950 | 4.59% | 4.59% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 242,328 | 14,893 | 0.6% | 0.6% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINTRA WEALTH, LLC | History | No change | 239,153 | 14,449 | 0.76% | 0.76% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Services Inc | History | No change | 234,825 | 14,432 | 5.39% | 5.39% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Argent Trust Co | History | No change | 228,134 | 14,021 | 0.4% | 0.4% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | No change | 224,862 | 13,821 | 0.2% | 0.2% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 224,259 | 13,782 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 222,830 | 13,695 | 0.51% | 0.51% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 222,389 | 13,668 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 222,110 | 13,650 | 2.33% | 2.33% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centurion Wealth Management LLC | History | No change | 221,476 | 13,611 | 3.25% | 3.25% | 82 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cambridge Advisors Inc. | History | No change | 204,827 | 12,588 | 2.16% | 2.16% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Beacon Financial Advisory LLC | History | No change | 202,252 | 12,430 | 2.45% | 2.45% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 199,609 | 12,267 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Prota Financial, LLC | History | No change | 200,297 | 12,057 | 7.94% | 7.94% | 86 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 191,234 | 11,753 | 3.2% | 3.2% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 191,129 | 11,625 | 2.3% | 2.3% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Morse Asset Management, Inc | History | No change | 189,118 | 11,623 | 1.92% | 1.92% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 188,082 | 11,559 | 3.85% | 3.85% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 187,021 | 11,494 | 1.64% | 1.64% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 184,612 | 11,346 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 183,824 | 11,297 | 0.28% | 0.28% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 182,903 | 11,241 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 181,178 | 11,135 | 6.2% | 6.2% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 168,364 | 10,347 | 0.64% | 0.64% | 96 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Indivisible Partners | History | No change | 167,337 | 10,284 | 0.58% | 0.58% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 166,464 | 10,230 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | No change | 166,216 | 10,215 | 5.73% | 5.73% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 166,081 | 10,207 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 165,847 | 10,192 | 0.27% | 0.27% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 162,899 | 10,011 | 6.36% | 6.36% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 160,918 | 9,890 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 159,768 | 9,819 | 0.3% | 0.3% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 159,537 | 9,683 | 0.31% | 0.31% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 157,145 | 9,658 | 0.2% | 0.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Principle Wealth Partners LLC | History | No change | 156,531 | 9,620 | 0.47% | 0.47% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 156,440 | 9,614 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 156,378 | 9,611 | 3.26% | 3.26% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 155,370 | 9,549 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STEPHENS INC /AR/ | History | No change | 154,910 | 9,520 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mechanics Bank Trust Department | History | No change | 154,254 | 9,480 | 1.17% | 1.17% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 152,716 | 9,385 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IVC Wealth Advisors LLC | History | No change | 151,657 | 9,320 | 3.64% | 3.64% | 114 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Financial, LLC | History | No change | 151,581 | 9,316 | 0.1% | 0.1% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | No change | 149,578 | 9,193 | 0.15% | 0.15% | 116 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 145,334 | 8,932 | 0.19% | 0.19% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Resource Group | History | No change | 144,604 | 8,887 | 1.34% | 1.34% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 144,284 | 8,867 | 0.89% | 0.89% | 119 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 142,136 | 8,736 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Carr Financial Group Corp | History | No change | 142,112 | 8,734 | 2.01% | 2.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | No change | 138,987 | 8,542 | 2.67% | 2.67% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 138,516 | 8,513 | 0.37% | 0.37% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 138,473 | 8,510 | 1.39% | 1.39% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 138,264 | 8,497 | 3.64% | 3.64% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 144,055 | 8,431 | 0.17% | 0.17% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | No change | 133,863 | 8,227 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 133,710 | 8,217 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 132,470 | 8,141 | 0.15% | 0.15% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 132,001 | 8,112 | 0.83% | 0.83% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 131,155 | 8,060 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 127,998 | 7,866 | 1.42% | 1.42% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 127,319 | 7,825 | 1.23% | 1.23% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 124,747 | 7,666 | 0.36% | 0.36% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 123,253 | 7,575 | 0.7% | 0.7% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 121,643 | 7,476 | 0.36% | 0.36% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wick Capital Partners, LLC | History | No change | 120,949 | 7,433 | 1.12% | 1.12% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 120,817 | 7,425 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 120,356 | 7,394 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Z3 Capital Partners, LLC | History | No change | 118,720 | 7,296 | 1.53% | 1.53% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 118,400 | 7,276 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 117,880 | 7,244 | 0.23% | 0.23% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 117,181 | 7,201 | 3.5% | 3.5% | 143 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AE Wealth Management LLC | History | No change | 116,652 | 7,169 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NFSG Corp | History | No change | 115,491 | 7,098 | 0.88% | 0.88% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 114,630 | 7,045 | 0.27% | 0.27% | 146 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 121,260 | 7,028 | 0.68% | 0.68% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 114,226 | 7,020 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 114,224 | 7,020 | 1.29% | 1.29% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 113,968 | 7,004 | 0.16% | 0.16% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 112,136 | 6,891 | 1.46% | 1.46% | 151 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 111,963 | 6,881 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 113,001 | 6,802 | 0.41% | 0.41% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 108,200 | 6,649 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 107,505 | 6,607 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 106,324 | 6,534 | 3.56% | 3.56% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 106,236 | 6,529 | 0.19% | 0.19% | 157 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 105,238 | 6,467 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 104,626 | 6,430 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MBL Wealth, LLC | History | No change | 100,903 | 6,201 | 0.42% | 0.42% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 103,616 | 6,140 | 1.23% | 1.23% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | No change | 99,594 | 6,120 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 98,737 | 6,068 | 0.39% | 0.39% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ignite Planners, LLC | History | No change | 98,197 | 6,035 | 0.83% | 0.83% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NWF Advisory Services Inc. | History | No change | 98,165 | 6,033 | 0.57% | 0.57% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 97,381 | 5,985 | 2.03% | 2.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 97,337 | 5,982 | 0.13% | 0.13% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | No change | 97,123 | 5,969 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 96,228 | 5,914 | 1.98% | 1.98% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RWQ Financial Management Services, Inc. | History | No change | 95,537 | 5,871 | 2.83% | 2.83% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 95,380 | 5,862 | 0.12% | 0.12% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 94,561 | 5,811 | 0.29% | 0.29% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 94,423 | 5,803 | 0.66% | 0.66% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kingstone Capital Partners Texas, LLC | History | No change | 94,335 | 5,797 | 3.09% | 3.09% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 93,958 | 5,774 | 0.37% | 0.37% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Headlands Technologies LLC | History | No change | 93,776 | 5,763 | 0.61% | 0.61% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 93,077 | 5,720 | 0.18% | 0.18% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Maia Wealth LLC | History | No change | 92,425 | 5,680 | 0.84% | 0.84% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 92,236 | 5,668 | 0.38% | 0.38% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 89,366 | 5,492 | 4.05% | 4.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NICOLET BANKSHARES INC | History | No change | 88,546 | 5,437 | 0.17% | 0.17% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 88,119 | 5,415 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 87,236 | 5,361 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hexagon Capital Partners LLC | History | No change | 86,740 | 5,331 | 0.75% | 0.75% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 21 West Wealth Management LLC | History | No change | 86,508 | 5,316 | 4.54% | 4.54% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vienna Asset Management LLC | History | No change | 86,240 | 5,300 | 3.71% | 3.71% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 84,885 | 5,217 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 84,000 | 5,162 | 0.84% | 0.84% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Semus Wealth Partners LLC | History | No change | 83,243 | 5,116 | 2.47% | 2.47% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 82,531 | 5,072 | 0.13% | 0.13% | 190 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 81,980 | 5,038 | 0.31% | 0.31% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 81,873 | 5,031 | 0.3% | 0.3% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 89,883 | 5,012 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 81,180 | 4,989 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 80,567 | 4,951 | 0.45% | 0.45% | 195 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 80,303 | 4,935 | 0.3% | 0.3% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WCG Wealth Advisors LLC | History | No change | 80,137 | 4,925 | 0.12% | 0.12% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 79,639 | 4,894 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 78,888 | 4,848 | 0.25% | 0.25% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 78,814 | 4,843 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apella Capital, LLC | History | No change | 80,157 | 4,754 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 76,401 | 4,695 | 0.54% | 0.54% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 76,233 | 4,685 | 0.18% | 0.18% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| S&A Financial Services, Inc. | History | No change | 76,042 | 4,673 | 2.85% | 2.85% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sunpointe, LLC | History | No change | 75,828 | 4,660 | 1.32% | 1.32% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 74,946 | 4,606 | 0.27% | 0.27% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trajan Wealth LLC | History | No change | 73,763 | 4,533 | 0.17% | 0.17% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 72,197 | 4,437 | 0.4% | 0.4% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ellis Investment Partners, LLC | History | No change | 72,096 | 4,431 | 0.67% | 0.67% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tradition Wealth Management, LLC | History | No change | 72,048 | 4,428 | 0.27% | 0.27% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 71,574 | 4,398 | 0.14% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | No change | 71,412 | 4,388 | 0.13% | 0.13% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 71,376 | 4,386 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saxony Capital Management, LLC | History | No change | 71,133 | 4,371 | 2.0% | 2.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 70,647 | 4,341 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Princeton Global Asset Management LLC | History | No change | 70,090 | 4,307 | 0.62% | 0.62% | 216 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SlateStone Wealth, LLC | History | No change | 68,550 | 4,213 | 0.32% | 0.32% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 68,387 | 4,203 | 0.19% | 0.19% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Curtis Advisory Group, LLC | History | No change | 68,005 | 4,179 | 0.81% | 0.81% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 67,978 | 4,177 | 0.87% | 0.87% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 67,725 | 4,162 | 0.16% | 0.16% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 67,455 | 4,145 | 1.56% | 1.56% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Verity Asset Management, Inc. | History | No change | 67,370 | 4,140 | 1.57% | 1.57% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turn8 Private Wealth Inc. | History | No change | 66,438 | 4,083 | 2.72% | 2.72% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Assets Advisory, LLC | History | No change | 67,057 | 4,047 | 0.88% | 0.88% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lionhunter Capital Management, LLC | History | No change | 65,145 | 4,003 | 1.8% | 1.8% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palacios Wealth Management, LLC | History | No change | 64,789 | 3,981 | 2.35% | 2.35% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 64,477 | 3,962 | 0.44% | 0.44% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wagner Wealth Management, LLC | History | No change | 64,329 | 3,953 | 0.73% | 0.73% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SMITH, MOORE & CO. | History | No change | 64,288 | 3,951 | 0.26% | 0.26% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 63,632 | 3,910 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 63,336 | 3,892 | 0.96% | 0.96% | 232 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 67,011 | 3,883 | 1.17% | 1.17% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | No change | 62,843 | 3,862 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 62,757 | 3,857 | 0.21% | 0.21% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Wealth Partners, LLC | History | No change | 62,711 | 3,854 | 0.55% | 0.55% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 62,028 | 3,812 | 1.15% | 1.15% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 61,566 | 3,783 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 61,547 | 3,782 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 61,479 | 3,778 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 61,151 | 3,758 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 61,158 | 3,758 | 0.15% | 0.15% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RFG Advisory, LLC | History | No change | 60,408 | 3,712 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 60,130 | 3,695 | 1.51% | 1.51% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 60,135 | 3,695 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 60,000 | 3,687 | 0.21% | 0.21% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 59,833 | 3,677 | 2.04% | 2.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 59,622 | 3,664 | 0.81% | 0.81% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 59,114 | 3,633 | 2.09% | 2.09% | 249 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 59,086 | 3,631 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 58,185 | 3,576 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WMS Group LLC | History | No change | 57,985 | 3,563 | 4.6% | 4.6% | 252 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 57,879 | 3,557 | 0.13% | 0.13% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 57,124 | 3,510 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 55,995 | 3,441 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 55,598 | 3,417 | 2.3% | 2.3% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JT Stratford LLC | History | No change | 55,357 | 3,402 | 0.37% | 0.37% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 55,104 | 3,386 | 1.57% | 1.57% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 54,547 | 3,352 | 1.14% | 1.14% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lighthouse Financial LLC | History | No change | 54,509 | 3,350 | 1.74% | 1.74% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 54,086 | 3,324 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 54,077 | 3,323 | 0.41% | 0.41% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 54,056 | 3,322 | 2.0% | 2.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 53,636 | 3,296 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 53,484 | 3,287 | 0.16% | 0.16% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 54,508 | 3,287 | 0.16% | 0.16% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 53,492 | 3,287 | 0.8% | 0.8% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 53,652 | 3,256 | 2.5% | 2.5% | 268 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ring Mountain Capital, LLC | History | No change | 52,624 | 3,234 | 1.36% | 1.36% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Purus Wealth Management, LLC | History | No change | 52,616 | 3,233 | 0.89% | 0.89% | 270 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 51,625 | 3,172 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 51,418 | 3,160 | 0.56% | 0.56% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TBH Global Asset Management, LLC | History | No change | 51,305 | 3,153 | 0.58% | 0.58% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 51,163 | 3,144 | 0.85% | 0.85% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 50,492 | 3,103 | 0.21% | 0.21% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PMG Family Office LLC | History | No change | 50,464 | 3,101 | 2.86% | 2.86% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 49,989 | 3,072 | 1.76% | 1.76% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 49,781 | 3,059 | 0.46% | 0.46% | 278 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 49,764 | 3,058 | 0.39% | 0.39% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 49,527 | 3,043 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 49,265 | 3,027 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M Holdings Securities, Inc. | History | No change | 50,022 | 3,017 | 0.41% | 0.41% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Generation Capital Management LLC | History | No change | 48,990 | 3,010 | 1.85% | 1.85% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oxinas Partners, LLC | History | No change | 48,828 | 3,000 | 1.18% | 1.18% | 284 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 48,176 | 2,960 | 1.6% | 1.6% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Herold Advisors, Inc. | History | No change | 47,728 | 2,923 | 0.58% | 0.58% | 286 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Concorde Financial Corp | History | No change | 47,298 | 2,906 | 2.34% | 2.34% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Slagle Financial, LLC | History | No change | 47,251 | 2,904 | 0.87% | 0.87% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 47,238 | 2,903 | 0.84% | 0.84% | 289 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Colonial River Investments, LLC | History | No change | 47,214 | 2,901 | 0.83% | 0.83% | 290 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sulzberger Capital Advisors, Inc. | History | No change | 46,754 | 2,873 | 2.8% | 2.8% | 291 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 46,400 | 2,851 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 46,081 | 2,832 | 0.26% | 0.26% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 45,867 | 2,819 | 0.76% | 0.76% | 294 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Partners Group, Inc | History | No change | 45,774 | 2,813 | 0.29% | 0.29% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WNY Asset Management, LLC | History | No change | 45,717 | 2,809 | 0.25% | 0.25% | 296 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Significant Wealth Partners LLC | History | No change | 45,672 | 2,807 | 3.04% | 3.04% | 297 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Security National Bank | History | No change | 45,570 | 2,800 | 0.33% | 0.33% | 298 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PDS Planning, Inc | History | No change | 45,203 | 2,778 | 0.16% | 0.16% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TrustBank | History | No change | 45,184 | 2,777 | 0.94% | 0.94% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |