Janus Detroit Street Trust - JMBS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 30,547,370 | 1,374,326 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 22,369,778 | 1,006,416 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 9,888,964 | 444,904 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 3,993,467 | 179,666 | 1.55% | 1.55% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,410,091 | 153,419 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,363,367 | 151,344 | 0.18% | 0.18% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 3,321,191 | 149,523 | 0.21% | 0.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Wealth | History | No change | 2,825,037 | 127,209 | 0.13% | 0.13% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gradient Investments LLC | History | No change | 2,688,767 | 120,967 | 1.67% | 1.67% | 9 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | No change | 2,597,488 | 116,860 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,420,928 | 108,917 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,206,955 | 99,287 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Capital, LLC | History | No change | 2,035,111 | 91,559 | 4.53% | 4.53% | 13 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,989,959 | 89,529 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | No change | 1,856,863 | 83,540 | 3.84% | 3.84% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 1,846,020 | 83,052 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,835,337 | 82,571 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 1,789,564 | 80,512 | 2.6% | 2.6% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 1,638,165 | 73,701 | 2.27% | 2.27% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,179,100 | 53,047 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,163,322 | 52,035 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Madison Asset Management, LLC | History | No change | 1,106,482 | 49,780 | 0.59% | 0.59% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,068,068 | 48,052 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,047,135 | 47,110 | 0.69% | 0.69% | 24 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 850,946 | 38,173 | 4.37% | 4.37% | 25 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 803,929 | 36,168 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 775,881 | 35,057 | 0.64% | 0.64% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CGN Advisors LLC | History | No change | 739,199 | 33,256 | 2.43% | 2.43% | 28 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 716,333 | 32,227 | 1.98% | 1.98% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 676,034 | 30,414 | 1.76% | 1.76% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 666,521 | 29,986 | 0.19% | 0.19% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 653,740 | 29,411 | 0.35% | 0.35% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 643,610 | 28,956 | 3.5% | 3.5% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 624,815 | 28,110 | 5.52% | 5.52% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 606,920 | 27,305 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet North America Advisors SA | History | No change | 584,021 | 26,275 | 2.32% | 2.32% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Investment Management, LLC | History | No change | 573,031 | 25,780 | 0.5% | 0.5% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 514,221 | 23,134 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 510,655 | 22,974 | 0.36% | 0.36% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 501,234 | 22,574 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 533,881 | 22,561 | 1.23% | 1.5% | 41 | -68,157 | -11.32% | Q3 2026 | Oct 06, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 496,674 | 22,345 | 4.88% | 4.88% | 42 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 446,615 | 20,093 | 2.91% | 2.91% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Enhancement Group LLC | History | No change | 439,049 | 19,752 | 2.36% | 2.36% | 44 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 426,966 | 19,209 | 1.76% | 1.76% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | No change | 420,361 | 18,912 | 1.62% | 1.62% | 46 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | No change | 415,201 | 18,679 | 4.52% | 4.52% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Blue Edge Capital, LLC | History | No change | 387,864 | 17,450 | 2.1% | 2.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 377,860 | 16,928 | 0.19% | 0.19% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 321,613 | 16,252 | 5.12% | 5.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 356,418 | 16,071 | 0.63% | 0.63% | 51 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 353,394 | 15,899 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Parallel Advisors, LLC | History | No change | 351,290 | 15,804 | 0.24% | 0.24% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asio Capital, LLC | History | No change | 345,999 | 15,633 | 2.0% | 2.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focused Wealth Management, Inc | History | No change | 347,476 | 15,632 | 1.36% | 1.36% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 346,402 | 15,585 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Secure Asset Management, LLC | History | No change | 327,232 | 14,722 | 2.06% | 2.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allen Capital Group, LLC | History | No change | 324,391 | 14,594 | 1.19% | 1.19% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 320,242 | 14,407 | 0.63% | 0.63% | 59 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 309,829 | 13,939 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 306,485 | 13,788 | 0.75% | 0.75% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 279,670 | 12,582 | 2.25% | 2.25% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 276,850 | 12,455 | 2.99% | 2.99% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 273,130 | 12,288 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 256,374 | 11,534 | 5.67% | 5.67% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 243,493 | 10,830 | 1.34% | 1.34% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 232,467 | 10,458 | 3.31% | 3.31% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Englebert Financial Advisers, LLC | History | No change | 227,013 | 10,213 | 10.06% | 10.06% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True North Advisors, LLC | History | No change | 221,276 | 9,955 | 0.95% | 0.95% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 211,641 | 9,604 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 210,440 | 9,467 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 181,144 | 8,149 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 177,437 | 7,982 | 2.24% | 2.24% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 172,231 | 7,748 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Seed Wealth Management, Inc. | History | No change | 170,917 | 7,689 | 4.87% | 4.87% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Symphony Financial Services, Inc. | History | No change | 168,168 | 7,565 | 3.4% | 3.4% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 162,759 | 7,322 | 0.43% | 0.43% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IVC Wealth Advisors LLC | History | No change | 156,958 | 7,061 | 2.75% | 2.75% | 78 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 153,652 | 6,912 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 152,257 | 6,850 | 1.65% | 1.65% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 151,505 | 6,816 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | No change | 147,096 | 6,617 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 134,410 | 6,047 | 2.2% | 2.2% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | No change | 127,188 | 5,722 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEADINVEST, LLC | History | No change | 126,321 | 5,683 | 1.06% | 1.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 125,774 | 5,658 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MONECO ADVISORS, LLC | History | No change | 120,289 | 5,411 | 0.33% | 0.33% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 118,097 | 5,313 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rothschild Wealth LLC | History | No change | 115,390 | 5,191 | 0.41% | 0.41% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 113,200 | 5,092 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 113,013 | 5,084 | 0.43% | 0.43% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | No change | 99,510 | 4,476 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brown Financial Advisors | History | No change | 97,579 | 4,390 | 1.53% | 1.53% | 93 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 93,887 | 4,223 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 91,949 | 4,137 | 0.35% | 0.35% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paladin Wealth, LLC | History | No change | 91,858 | 4,132 | 2.4% | 2.4% | 96 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VestGen Advisors, LLC | History | No change | 91,818 | 4,130 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 89,288 | 4,034 | 2.62% | 2.62% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 91,197 | 4,023 | 0.57% | 0.57% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 83,541 | 3,758 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 81,990 | 3,688 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 80,948 | 3,641 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | No change | 80,279 | 3,612 | 1.09% | 1.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 77,684 | 3,495 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 71,141 | 3,200 | 2.54% | 2.54% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 66,083 | 2,973 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traub Capital Management LLC | History | No change | 64,091 | 2,883 | 2.57% | 2.57% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 63,146 | 2,840 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterneck Capital Management, LLC | History | No change | 62,219 | 2,799 | 1.2% | 1.2% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 60,200 | 2,708 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 58,082 | 2,613 | 1.44% | 1.44% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 57,369 | 2,581 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 57,249 | 2,575 | 1.59% | 1.59% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fire Capital Management LLC | History | No change | 55,889 | 2,514 | 1.02% | 1.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 55,828 | 2,511 | 0.13% | 0.13% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Family Legacy, Inc. | History | No change | 55,174 | 2,482 | 0.66% | 0.66% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 54,859 | 2,469 | 1.71% | 1.71% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VIAWEALTH, LLC | History | No change | 54,024 | 2,430 | 1.22% | 1.22% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | No change | 50,682 | 2,280 | 1.27% | 1.27% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mattson Financial Services, LLC | History | No change | 50,643 | 2,267 | 0.47% | 0.47% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FLP Wealth Management, LLC | History | No change | 49,779 | 2,239 | 3.98% | 3.98% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Management, Inc. | History | No change | 49,017 | 2,205 | 1.81% | 1.81% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 45,132 | 2,030 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 44,729 | 2,012 | 0.62% | 0.62% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 44,150 | 1,986 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Whalen Wealth Management Inc. | History | No change | 42,761 | 1,923 | 0.87% | 0.87% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carter Financial Group, INC. | History | No change | 42,365 | 1,914 | 0.99% | 0.99% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bulwark Capital Corp | History | No change | 41,961 | 1,887 | 1.06% | 1.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,792 | 1,880 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Autumn Glory Partners, LLC | History | No change | 40,985 | 1,843 | 0.52% | 0.52% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 40,507 | 1,822 | 0.13% | 0.13% | 131 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Acropolis Investment Management, LLC | History | No change | 39,679 | 1,785 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 39,656 | 1,784 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 39,341 | 1,769 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 38,206 | 1,718 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 36,320 | 1,634 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighPoint Advisor Group LLC | History | No change | 35,777 | 1,609 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 35,644 | 1,603 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 35,358 | 1,590 | 0.62% | 0.62% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 34,213 | 1,539 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Able Wealth Management LLC | History | No change | 33,752 | 1,518 | 0.35% | 0.35% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 33,600 | 1,511 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Impact Capital Partners LLC | History | No change | 33,100 | 1,489 | 0.41% | 0.41% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cornerstone Wealth, LLC/TN | History | No change | 32,948 | 1,477 | 0.75% | 0.75% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 31,781 | 1,429 | 0.15% | 0.15% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 31,282 | 1,413 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tenzing Financial LLC | History | No change | 30,376 | 1,366 | 0.94% | 0.94% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arax Advisory Partners | History | No change | 29,334 | 1,319 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verdence Capital Advisors LLC | History | No change | 28,693 | 1,290 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RB Capital Management, LLC | History | No change | 28,550 | 1,284 | 0.25% | 0.25% | 150 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Black Swift Group, LLC | History | No change | 26,710 | 1,201 | 0.17% | 0.17% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 26,633 | 1,198 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRON PARTNERS, LLC | History | No change | 25,959 | 1,167 | 0.45% | 0.45% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 25,569 | 1,150 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 24,616 | 1,117 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 23,489 | 1,056 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 23,308 | 1,048 | 0.36% | 0.36% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PLANWISER FINANCIAL, LLC | History | No change | 23,138 | 1,040 | 0.72% | 0.72% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATWOOD & PALMER INC | History | No change | 22,550 | 1,014 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 22,465 | 1,010 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 22,262 | 1,001 | 0.38% | 0.38% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 21,251 | 956 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 21,009 | 945 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 20,682 | 930 | 0.32% | 0.32% | 164 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 19,580 | 880 | 0.6% | 0.6% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Simplicity Wealth,LLC | History | No change | 19,557 | 879 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | No change | 19,528 | 878 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 19,402 | 872 | 0.42% | 0.42% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NICOLET BANKSHARES INC | History | No change | 18,538 | 834 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 17,972 | 808 | 0.18% | 0.18% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,791 | 800 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Trust Co | History | No change | 17,621 | 792 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Haverford Financial Services, Inc. | History | No change | 17,235 | 775 | 0.23% | 0.23% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heritage Trust Co | History | No change | 17,043 | 766 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northwest Financial Advisors | History | No change | 16,930 | 761 | 0.1% | 0.1% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Transatlantique SA | History | No change | 16,836 | 757 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lido Advisors, LLC | History | No change | 16,344 | 738 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 16,293 | 733 | 0.39% | 0.39% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 15,837 | 712 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenwich Wealth Management LLC | History | No change | 14,403 | 648 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 14,257 | 641 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 13,828 | 622 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 13,595 | 611 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 12,684 | 570 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richmond Investment Services, LLC | History | No change | 12,377 | 556 | 0.18% | 0.18% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | No change | 11,844 | 532 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tortoise Investment Management, LLC | History | No change | 11,625 | 523 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 11,425 | 514 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Weaver Consulting Group | History | No change | 11,270 | 507 | 0.1% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mendel Money Management | History | No change | 10,683 | 480 | 0.18% | 0.18% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 10,187 | 458 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,184 | 458 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | No change | 9,972 | 448 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 9,745 | 440 | 0.2% | 0.2% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 9,450 | 425 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUE Private Wealth Advisors | History | No change | 9,300 | 418 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 8,815 | 396 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Breakwater Capital Group | History | No change | 8,612 | 387 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Independent Wealth Network Inc. | History | No change | 8,573 | 385 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST HORIZON CORP | History | No change | 8,530 | 383 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 8,360 | 377 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, LLC | History | No change | 8,262 | 371 | 0.15% | 0.15% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | No change | 7,996 | 359 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Visionary Wealth Advisors | History | No change | 7,969 | 358 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baldwin Investment Management, LLC | History | No change | 7,844 | 352 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 7,809 | 351 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Financial Group, LLC | History | No change | 7,744 | 348 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 7,731 | 347 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Trust Co | History | No change | 7,426 | 334 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,291 | 328 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 7,167 | 322 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Americana Partners, LLC | History | No change | 7,123 | 320 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,975 | 313 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAXON INTERESTS, INC. | History | No change | 6,916 | 311 | 0.09% | 0.09% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 6,891 | 310 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,845 | 307 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WESPAC Advisors, LLC | History | No change | 6,803 | 306 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 6,724 | 302 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 6,695 | 301 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,644 | 300 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 6,234 | 280 | 0.14% | 0.14% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Community Bank | History | No change | 6,235 | 280 | 0.09% | 0.09% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 6,348 | 280 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 6,223 | 279 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,998 | 269 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 5,930 | 266 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Essex LLC | History | No change | 5,585 | 251 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 5,454 | 245 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | No change | 5,232 | 235 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,205 | 234 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| StoneX Group Inc. | History | No change | 5,062 | 228 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 5,002 | 225 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 4,540 | 205 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 4,247 | 191 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 3,755 | 168 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 3,535 | 159 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 3,079 | 138 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,015 | 135 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Star Investment Management Corp. | History | No change | 2,908 | 130 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifeSteps Financial, Inc. | History | No change | 2,835 | 127 | 0.06% | 0.06% | 240 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2,630 | 118 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,614 | 117 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 1,943 | 87 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 1,889 | 83 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 1,771 | 79 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,674 | 75 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFS Partners, LLC | History | No change | 1,504 | 67 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,423 | 64 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,362 | 61 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROGCO, LP | History | No change | 1,177 | 52 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,095 | 49 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,045 | 47 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,036 | 46 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 750 | 33 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 610 | 27 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPG Wealth Management LLC | History | No change | 591 | 26 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 559 | 25 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Analysts, LLC | History | No change | 534 | 24 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 507 | 22 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 395 | 17 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 294 | 13 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Anchor Investment Management, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 166 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 122 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 62 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 66 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 30 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stonebridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,461 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |