Nuveen Preferred & Income Opportunities Fund - JPC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 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.
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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 5,655,933 44,568 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 5,038,736 39,705 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 4,690,122 36,958 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 4,361,872 34,371 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,146,808 32,676 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 2,914,736 22,968 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 2,704,154 21,308 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 2,411,543 19,002 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 07, 2026
GUGGENHEIM CAPITAL LLC History No change 1,692,635 13,337 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,552,780 12,235 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 1,365,893 10,763 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,222,486 9,633 0.01% 0.01% 12 0 0.0% Q2 2026 Jul 29, 2026
Cerity Partners LLC History No change 1,217,956 9,597 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 1,107,404 8,726 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 05, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 973,962 7,674 0.85% 0.85% 15 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 956,230 7,535 0.12% 0.12% 16 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 895,417 7,055 0.01% 0.01% 17 0 0.0% Q2 2026 Jul 28, 2026
Smith Asset Management Co., LLC History No change 890,862 7,019 5.52% 5.52% 18 0 0.0% Q2 2026 Jul 14, 2026
Cetera Investment Advisers History No change 833,198 6,565 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 825,013 6,501 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
COHEN & STEERS, INC. History No change 785,251 6,188 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 759,329 5,983 0.02% 0.02% 22 0 0.0% Q2 2026 Jul 28, 2026
FCA CORP /TX History No change 554,077 4,366 1.08% 1.08% 23 0 0.0% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History No change 544,903 4,293 0.17% 0.17% 24 0 0.0% Q2 2026 Aug 10, 2026
STIFEL FINANCIAL CORP History No change 479,664 3,779 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 476,950 3,758 0.04% 0.04% 26 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 454,537 3,610 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 07, 2026
Chicago Partners Investment Group LLC History No change 463,127 3,566 0.07% 0.07% 28 0 0.0% Q2 2026 Jul 29, 2026
Advisors Asset Management, Inc. History No change 447,769 3,528 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 13, 2026
PROTECTIVE LIFE CORP History No change 440,000 3,467 24.77% 24.77% 30 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 391,171 3,082 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 23, 2026
Steward Partners Investment Advisory, LLC History No change 383,696 3,023 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 378,615 2,987 0.0% 0.0% 33 0 0.0% Q2 2026 Jul 15, 2026
Cambridge Investment Research Advisors, Inc. History No change 377,548 2,975 0.01% 0.01% 34 0 0.0% Q2 2026 Jul 27, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 350,000 2,758 0.2% 0.2% 35 0 0.0% Q2 2026 Aug 14, 2026
Fiera Capital Corp History No change 341,744 2,692 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 316,545 2,494 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 302,561 2,384 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 12, 2026
IBEX WEALTH ADVISORS History No change 288,992 2,277 0.18% 0.18% 39 0 0.0% Q2 2026 Jul 27, 2026
Wealth Advisory Solutions, LLC History No change 261,844 2,063 0.42% 0.42% 40 0 0.0% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History No change 241,523 1,903 0.01% 0.01% 41 0 0.0% Q2 2026 Jul 13, 2026
MSH Capital Advisors LLC History No change 240,963 1,898 0.33% 0.33% 42 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisors, LLC History No change 236,459 1,863 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 06, 2026
Mission Hills Financial Advisory, LLC History No change 226,584 1,785 0.78% 0.78% 44 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History No change 222,698 1,754 0.05% 0.05% 45 0 0.0% Q2 2026 Jul 06, 2026
FIRST TRUST ADVISORS LP History No change 215,674 1,699 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Wright Wealth LLC History No change 210,089 1,655 0.99% 0.99% 47 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 202,041 1,592 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 12, 2026
XTX Topco Ltd History No change 202,045 1,592 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 199,488 1,571 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 11, 2026
Geneos Wealth Management Inc. History No change 186,542 1,469 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 178,942 1,410 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 174,854 1,377 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Wealth Management LLC History No change 168,733 1,329 0.53% 0.53% 54 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 161,712 1,274 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 157,446 1,240 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 154,859 1,220 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 05, 2026
E&G Advisors, LLC History No change 153,251 1,206 0.23% 0.23% 58 0 0.0% Q2 2026 Jul 23, 2026
Hennion & Walsh Asset Management, Inc. History No change 141,288 1,113 0.03% 0.03% 59 0 0.0% Q2 2026 Jul 08, 2026
Private Advisor Group, LLC History No change 139,246 1,097 0.01% 0.01% 60 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 137,079 1,080 0.02% 0.02% 61 0 0.0% Q2 2026 Jul 17, 2026
Wealthcare Advisory Partners LLC History No change 133,224 1,049 0.02% 0.02% 62 0 0.0% Q2 2026 Jul 09, 2026
AlphaCore Capital LLC History No change 130,543 1,036 0.02% 0.02% 63 0 0.0% Q2 2026 Aug 06, 2026
StoneX Group Inc. History No change 129,640 1,028 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 12, 2026
Bramshill Investments, LLC History No change 126,165 994 0.08% 0.08% 65 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 119,264 940 0.02% 0.02% 66 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 110,331 869 0.02% 0.02% 67 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 106,429 838 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Advisory, LLC History No change 104,883 826 0.07% 0.07% 69 0 0.0% Q2 2026 Jul 29, 2026
Triumph Capital Management History No change 103,070 812 0.15% 0.15% 70 0 0.0% Q2 2026 Jul 20, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 101,328 798 0.22% 0.22% 71 0 0.0% Q2 2026 Jul 24, 2026
Palogic Value Management, L.P. History No change 100,564 792 0.26% 0.26% 72 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History No change 99,591 765 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 99,591 765 0.01% 0.01% 74 0 0.0% Q2 2026 Jul 29, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 96,899 763 0.41% 0.41% 75 0 0.0% Q2 2026 Jul 24, 2026
Benchmark Investment Advisors LLC History No change 88,000 693 0.3% 0.3% 76 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History No change 87,837 692 0.02% 0.02% 77 0 0.0% Q2 2026 Jul 15, 2026
Shaker Financial Services, LLC History No change 87,000 689 0.22% 0.22% 78 0 0.0% Q2 2026 Jul 15, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 86,571 682 0.11% 0.11% 79 0 0.0% Q2 2026 Jul 24, 2026
Abel Hall, LLC History No change 83,600 658 0.11% 0.11% 80 0 0.0% Q2 2026 Jul 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 83,222 655 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History No change 82,625 651 0.01% 0.01% 82 0 0.0% Q2 2026 Jul 15, 2026
ROTHSCHILD INVESTMENT LLC History No change 80,967 638 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 06, 2026
Shulman DeMeo Asset Management LLC History No change 77,280 608 0.11% 0.11% 84 0 0.0% Q2 2026 Jul 08, 2026
Samalin Investment Counsel, LLC History No change 74,884 590 0.18% 0.18% 85 0 0.0% Q2 2026 Jul 27, 2026
Pathstone Holdings, LLC History No change 74,508 587 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 73,658 580 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 71,105 560 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 05, 2026
RVW Wealth, LLC History No change 70,922 558 0.04% 0.04% 89 0 0.0% Q2 2026 Jul 07, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 69,250 545 0.19% 0.19% 90 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 69,092 544 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 67,977 535 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 04, 2026
Mariner, LLC History No change 67,074 528 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
Kingsbury Capital Investment Advisors LLC History No change 65,897 519 0.44% 0.44% 94 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 65,897 519 0.44% 0.44% 95 0 0.0% Q2 2026 Aug 05, 2026
Live Oak Private Wealth LLC History No change 65,572 516 0.06% 0.06% 96 0 0.0% Q2 2026 Jul 20, 2026
Everstar Asset Management, LLC History No change 64,911 511 0.25% 0.25% 97 0 0.0% Q2 2026 Aug 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 64,859 508 0.03% 0.03% 98 0 0.0% Q2 2026 Jul 22, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 63,120 497 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 19, 2026
Accel Wealth Management History No change 61,818 487 0.11% 0.11% 100 0 0.0% Q2 2026 Jul 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 61,444 484 0.03% 0.03% 101 0 0.0% Q2 2026 Aug 05, 2026
Centurion Wealth Management LLC History No change 58,732 462 0.11% 0.11% 102 0 0.0% Q2 2026 Jul 09, 2026
Ameritas Advisory Services, LLC History No change 57,103 449 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 14, 2026
WEALTH EFFECTS LLC History No change 56,090 441 0.12% 0.12% 104 0 0.0% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 55,306 435 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 11, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 55,269 435 0.11% 0.11% 106 0 0.0% Q2 2026 Jul 20, 2026
Rockefeller Capital Management L.P. History No change 54,009 425 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 13, 2026
Core Wealth Partners LLC History No change 53,224 419 0.18% 0.18% 108 0 0.0% Q2 2026 Jul 17, 2026
MML INVESTORS SERVICES, LLC History No change 53,132 418 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History No change 51,889 407 0.02% 0.02% 110 0 0.0% Q2 2026 Jul 14, 2026
Concurrent Investment Advisors, LLC History No change 51,605 406 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 27, 2026
Cottage Street Advisors LLC History No change 50,771 400 0.15% 0.15% 112 0 0.0% Q2 2026 Jul 20, 2026
Onyx Financial Advisors, LLC History No change 50,149 395 0.14% 0.14% 113 0 0.0% Q2 2026 Jul 17, 2026
Investmark Advisory Group LLC History No change 48,287 380 0.14% 0.14% 114 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 47,502 374 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 28, 2026
Savvy Advisors, Inc. History No change 47,041 370 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 03, 2026
HRT FINANCIAL LP History No change 45,587 359 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Advisors,llc History No change 44,691 352 0.07% 0.07% 118 0 0.0% Q2 2026 Jul 09, 2026
Operose Advisors LLC History No change 44,465 350 0.07% 0.07% 119 0 0.0% Q2 2026 Aug 13, 2026
Advance Capital Management, Inc. History No change 42,681 336 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 12, 2026
NWF Advisory Services Inc. History No change 42,721 336 0.03% 0.03% 121 0 0.0% Q2 2026 Jul 29, 2026
Global Retirement Partners, LLC History No change 42,204 332 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 06, 2026
Carson Advisory Inc. History No change 41,561 327 0.15% 0.15% 123 0 0.0% Q2 2026 Aug 11, 2026
IHT Wealth Management, LLC History No change 41,102 323 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 40,346 320 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 39,903 314 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 17, 2026
FIRST MERCHANTS CORP History No change 39,283 309 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 15, 2026
Clear Street Group Inc. History No change 39,016 307 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 37,532 294 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 37,182 292 0.01% 0.01% 130 0 0.0% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 36,305 286 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
HUB Investment Partners, LLC History No change 36,389 286 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 31, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 37,890 285 0.04% 0.04% 133 0 0.0% Q2 2026 Aug 05, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 36,035 283 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 07, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 35,000 275 0.01% 0.01% 135 0 0.0% Q2 2026 Sep 11, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 34,405 271 0.01% 0.01% 136 0 0.0% Q2 2026 Jul 31, 2026
Patriot Financial Group Insurance Agency, LLC History No change 34,258 269 0.03% 0.03% 137 0 0.0% Q2 2026 Jul 16, 2026
Fund Advisors of America Inc/FL History No change 32,903 259 0.24% 0.24% 138 0 0.0% Q2 2026 Aug 11, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 32,000 252 0.03% 0.03% 139 0 0.0% Q2 2026 Jul 20, 2026
Baird Financial Group, Inc. History No change 32,014 252 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 32,082 251 0.01% 0.01% 141 0 0.0% Q2 2026 Jul 28, 2026
Concord Wealth Partners History No change 31,296 246 0.03% 0.03% 142 0 0.0% Q2 2026 Jul 27, 2026
M Holdings Securities, Inc. History No change 31,161 245 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 31,089 244 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 24, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 30,609 243 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Advisory Group L.L.C. History No change 30,719 242 0.09% 0.09% 146 0 0.0% Q2 2026 Jul 22, 2026
Vestmark Advisory Solutions, Inc. History No change 30,609 241 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
J. L. Bainbridge & Co., Inc. History No change 30,571 240 0.02% 0.02% 148 0 0.0% Q2 2026 Jul 22, 2026
Marex Group Ltd History No change 30,000 236 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 29,877 235 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 03, 2026
McAlister, Sweet & Associates, Inc. History No change 29,583 233 0.12% 0.12% 151 0 0.0% Q2 2026 Jul 13, 2026
Physician Wealth Advisors, Inc. History No change 29,367 231 0.03% 0.03% 152 0 0.0% Q2 2026 Jul 20, 2026
Joel Isaacson & Co., LLC History No change 28,563 225 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History No change 28,264 222 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 17, 2026
Mueller Wealth, LLC History No change 28,255 222 0.15% 0.15% 155 0 0.0% Q2 2026 Aug 03, 2026
Advisor OS, LLC History No change 27,802 219 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 05, 2026
SageGuard Financial Group, LLC History No change 27,604 217 0.03% 0.03% 157 0 0.0% Q2 2026 Jul 27, 2026
J.W. COLE ADVISORS, INC. History No change 27,262 214 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 21, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 27,144 213 0.08% 0.08% 159 0 0.0% Q2 2026 Aug 05, 2026
Jacobi Capital Management LLC History No change 26,550 209 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 27,191 208 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 26,144 206 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 26,244 206 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 24,921 196 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 28, 2026
Summit Financial, LLC History No change 24,611 195 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 12, 2026
Closed-End Fund Advisors, Inc. History No change 24,785 195 0.19% 0.19% 166 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 24,728 194 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 07, 2026
Berger Financial Group, Inc History No change 24,565 193 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 04, 2026
DUNCKER STREETT & CO INC History No change 24,474 192 0.03% 0.03% 169 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 24,468 192 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 20, 2026
RFG Advisory, LLC History No change 24,434 192 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 15, 2026
US BANCORP \DE\ History No change 24,262 191 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
Apollon Wealth Management, LLC History No change 24,143 190 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 22, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 24,008 189 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 24,056 189 0.03% 0.03% 175 0 0.0% Q2 2026 Aug 04, 2026
International Private Wealth Advisors LLC History No change 24,089 189 0.1% 0.1% 176 0 0.0% Q2 2026 Aug 07, 2026
Glass Jacobson Investment Advisors llc History No change 22,692 178 0.06% 0.06% 177 0 0.0% Q2 2026 Jul 30, 2026
Sage Capital Management, LLC History No change 22,500 177 0.07% 0.07% 178 0 0.0% Q2 2026 Jul 20, 2026
EP Wealth Advisors, LLC History No change 22,146 174 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 21,305 167 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 23, 2026
Tyche Wealth Partners LLC History No change 21,273 167 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 06, 2026
Gridiron Partners, LLC History No change 21,023 165 0.09% 0.09% 182 0 0.0% Q2 2026 Aug 05, 2026
GILL CAPITAL PARTNERS, LLC History No change 20,874 164 0.04% 0.04% 183 0 0.0% Q2 2026 Aug 20, 2026
Western Wealth Management, LLC History No change 20,347 160 0.01% 0.01% 184 0 0.0% Q2 2026 Aug 14, 2026
DV Trading LLC History No change 20,216 159 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 14, 2026
TSFG, LLC History No change 20,222 159 0.02% 0.02% 186 0 0.0% Q2 2026 Jul 23, 2026
Pacific Wealth Strategies Group, Inc. History No change 20,000 157 0.09% 0.09% 187 0 0.0% Q2 2026 Jul 17, 2026
WealthTrust Axiom LLC History No change 19,879 156 0.03% 0.03% 188 0 0.0% Q2 2026 Aug 11, 2026
Vines Capital Management, LLC History No change 19,913 156 0.13% 0.13% 189 0 0.0% Q2 2026 Aug 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 18,952 149 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 20, 2026
SIGNATUREFD, LLC History No change 18,527 145 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 23, 2026
SHUFRO ROSE & CO LLC History No change 18,373 144 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 18,038 142 0.01% 0.01% 193 0 0.0% Q2 2026 Jul 28, 2026
Integrated Wealth Concepts LLC History No change 18,042 142 0.0% 0.0% 194 0 0.0% Q2 2026 Sep 08, 2026
CreativeOne Wealth, LLC History No change 18,079 142 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 13, 2026
Valley Brook Capital Group, Inc. History No change 17,909 141 0.08% 0.08% 196 0 0.0% Q2 2026 Jul 27, 2026
Waterfront Wealth Inc. History No change 17,808 140 0.02% 0.02% 197 0 0.0% Q2 2026 Jul 30, 2026
JB Capital LLC History No change 17,736 139 0.0% 0.0% 198 0 0.0% Q2 2026 Jul 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 17,577 138 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 10, 2026
Clearstead Advisors, LLC History No change 17,367 136 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 06, 2026
TWO SIGMA SECURITIES, LLC History No change 17,131 134 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History No change 16,998 133 0.0% 0.0% 202 0 0.0% Q2 2026 Jul 24, 2026
Huntleigh Advisors, Inc. History No change 16,720 131 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 04, 2026
BEACON FINANCIAL GROUP History No change 16,682 131 0.01% 0.01% 204 0 0.0% Q2 2026 Jul 16, 2026
Ausdal Financial Partners, Inc. History No change 16,724 131 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History No change 16,645 131 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 24, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 16,426 129 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 16,411 129 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 12, 2026
Realta Investment Advisors History No change 16,295 128 0.04% 0.04% 209 0 0.0% Q2 2026 Jul 20, 2026
BURNEY CO/ History No change 16,148 127 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 14, 2026
Beacon Pointe Advisors, LLC History No change 16,035 126 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 18, 2026
Quantinno Capital Management LP History No change 15,720 123 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 15,202 119 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 15,081 118 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 27, 2026
River Wealth Advisors LLC History No change 14,688 115 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 04, 2026
Etesian Wealth Advisors, Inc. History No change 14,500 114 0.03% 0.03% 216 0 0.0% Q2 2026 Jul 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 14,392 113 0.0% 0.0% 217 0 0.0% Q2 2026 Jul 27, 2026
PSI Advisors, LLC History No change 14,411 113 0.03% 0.03% 218 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 14,302 112 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 14,193 111 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 24, 2026
Post Resch Tallon Group Inc. History No change 14,065 110 0.08% 0.08% 221 0 0.0% Q2 2026 Jul 07, 2026
IEQ CAPITAL, LLC History No change 13,843 109 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History No change 13,814 108 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 13,547 107 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 12, 2026
Gerber Kawasaki Wealth & Investment Management History No change 13,631 107 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 07, 2026
VeraBank, N.A. History No change 13,658 107 0.02% 0.02% 226 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 13,540 106 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 06, 2026
First Heartland Consultants, Inc. History No change 13,428 105 0.01% 0.01% 228 0 0.0% Q2 2026 Jul 08, 2026
Tempo Wealth, LLC History No change 13,341 105 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 27, 2026
Wagner Wealth Management, LLC History No change 13,244 104 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 24, 2026
WESBANCO BANK INC History No change 13,022 102 0.0% 0.0% 231 0 0.0% Q2 2026 Jul 28, 2026
MAI Capital Management History No change 12,976 102 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 12,855 101 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 03, 2026
180 WEALTH ADVISORS, LLC History No change 12,897 101 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 07, 2026
SFE Investment Counsel History No change 12,816 100 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 12,688 99 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History No change 12,498 98 0.01% 0.01% 237 0 0.0% Q2 2026 Jul 23, 2026
Diesslin Group, Inc. History No change 12,501 98 0.04% 0.04% 238 0 0.0% Q2 2026 Jul 02, 2026
LifeSteps Financial, Inc. History No change 12,320 97 0.05% 0.05% 239 0 0.0% Q2 2026 Jul 17, 2026
Powell Investment Advisors, LLC History No change 12,284 97 0.03% 0.03% 240 0 0.0% Q2 2026 Jul 28, 2026
STOCK YARDS BANK & TRUST CO History No change 12,304 96 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 19, 2026
Dakota Wealth Management History No change 12,236 96 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 07, 2026
Aspire Growth Partners LLC History No change 12,226 96 0.06% 0.06% 243 0 0.0% Q2 2026 Jul 29, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 12,108 95 0.01% 0.01% 244 0 0.0% Q2 2026 Jul 31, 2026
IFG Advisory, LLC History No change 12,090 95 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 13, 2026
Collaborative Wealth Managment Inc. History No change 12,076 95 0.04% 0.04% 246 0 0.0% Q2 2026 Aug 05, 2026
Johnson & White Wealth Management, LLC History No change 12,159 95 0.04% 0.04% 247 0 0.0% Q2 2026 Jul 16, 2026
Baker Avenue Asset Management, LP History No change 12,000 94 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 28, 2026
Virtu Financial LLC History No change 11,967 94 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
American Financial Advisors, LLC History No change 12,000 94 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 14, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 12,000 93 0.03% 0.03% 251 0 0.0% Q2 2026 Jul 23, 2026
Tradition Wealth Management, LLC History No change 11,838 93 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 11, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 11,685 92 0.01% 0.01% 253 0 0.0% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History No change 11,561 91 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 20, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 11,653 91 0.01% 0.01% 255 0 0.0% Q2 2026 Jul 28, 2026
Certified Advisory Corp History No change 11,661 91 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 16, 2026
Fox Hill Wealth Management History No change 11,669 91 0.04% 0.04% 257 0 0.0% Q2 2026 Aug 18, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 10,994 86 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
LEIGH BALDWIN & CO., LLC History No change 10,794 85 0.05% 0.05% 259 0 0.0% Q2 2026 Aug 13, 2026
W.H. Cornerstone Investments Inc. History No change 10,904 85 0.05% 0.05% 260 0 0.0% Q2 2026 Aug 07, 2026
BankPlus Wealth Management LLC History No change 10,892 85 0.04% 0.04% 261 0 0.0% Q2 2026 Jul 17, 2026
Coastline Trust Co History No change 12,143 82 0.01% 0.01% 262 0 0.0% Q3 2026 Oct 01, 2026
NewEdge Wealth, LLC History No change 10,077 79 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 10, 2026
Southeast Asset Advisors, LLC History No change 10,000 78 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 14, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 10,005 78 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 17, 2026
Future Financial Wealth Managment LLC History No change 10,000 77 0.05% 0.05% 266 0 0.0% Q2 2026 Jul 24, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 9,645 76 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
Anchor Investment Management, LLC History No change 9,434 74 0.01% 0.01% 268 0 0.0% Q2 2026 Sep 15, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 9,000 70 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 21, 2026
LANARK FINANCIAL, INC. History No change 7,847 61 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 7,493 59 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 31, 2026
AMERIFLEX GROUP, INC. History No change 6,668 52 0.02% 0.02% 272 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 6,248 49 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 07, 2026
Quantum Portfolio Management LLC History No change 6,341 49 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 6,000 47 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 5,222 41 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 27, 2026
HAZLETT, BURT & WATSON, INC. History No change 5,002 40 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 30, 2026
CoreFirst Bank & Trust History No change 4,197 33 0.02% 0.02% 278 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL CONSULATE, INC History No change 3,749 29 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 23, 2026
AdvisorNet Financial, Inc History No change 3,452 27 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 3,000 23 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 12, 2026
FNY Investment Advisers, LLC History No change 3,000 23 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 08, 2026
Russell Investments Group, Ltd. History No change 2,893 22 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 2,700 21 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 07, 2026
Washington Trust Advisors, Inc. History No change 2,600 20 0.0% 0.0% 285 0 0.0% Q2 2026 Jul 29, 2026
ABOUND FINANCIAL, LLC History No change 2,569 20 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 2,564 20 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 15, 2026
Blue Trust, Inc. History No change 2,398 18 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 21, 2026
Regatta Research & Money Management History No change 2,171 17 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 11, 2026
Cape Investment Advisory, Inc. History No change 1,991 15 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 23, 2026
Smartleaf Asset Management LLC History No change 1,999 15 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,018 15 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 1,654 13 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, Inc. History No change 1,705 13 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 10, 2026
Main Street Group, LTD History No change 1,681 13 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 13, 2026
Atlantic Union Bankshares Corp History No change 1,500 11 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 1,521 11 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,503 11 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 07, 2026
Citizens National Bank Trust Department History No change 1,400 11 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,154 9 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 1,229 9 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 17, 2026
HFM Investment Advisors, LLC History No change 1,043 8 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 04, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 1,006 7 0.0% 0.0% 303 0 0.0% Q2 2026 Sep 18, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 1,000 7 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Bancorp, Inc. History No change 902 7 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 28, 2026
Larson Financial Group LLC History No change 921 7 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 14, 2026
Osbon Capital Management LLC History No change 918 7 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Asset Management, LLC History No change 960 7 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 11, 2026
SWAN Capital LLC History No change 995 7 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 816 6 0.0% 0.0% 310 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 774 6 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 22, 2026
Trust Co History No change 681 5 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 10, 2026
Leo H. Evart, Inc. History No change 741 5 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 17, 2026
Caldwell Trust Co History No change 669 5 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 03, 2026
Medallion Wealth Advisors, LLC History No change 667 5 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History No change 551 4 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 21, 2026
WPG Advisers, LLC History No change 632 4 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 400 3 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 12, 2026
LRI Investments, LLC History No change 427 3 0.0% 0.0% 319 0 0.0% Q2 2026 Jul 14, 2026
Clark Wealth Partners History No change 494 3 0.0% 0.0% 320 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History New 296 2 0.0% — 326 +296 New Q3 2026 Oct 02, 2026
SALEM INVESTMENT COUNSELORS INC History No change 374 2 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 14, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 276 2 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 16, 2026
WOLFF WIESE MAGANA LLC History No change 350 2 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 300 2 0.0% 0.0% 324 0 0.0% Q2 2026 Jul 15, 2026
Allied Private Wealth LLC History No change 335 2 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 09, 2026
Parallel Advisors, LLC History No change 136 1 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History No change 67 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 98 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
SFAM, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Pflug Koory, LLC History No change 66 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
CBIZ Investment Advisory Services, LLC History No change 87 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Buck Wealth Strategies, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History No change 28 0 — — — 0 0.0% Q2 2026 Jul 07, 2026