Janus Detroit Street Trust - JSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | No change | 2,535,942 | 129,871 | 0.15% | 0.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,247,471 | 115,092 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 1,080,779 | 55,346 | 3.95% | 3.95% | 3 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | No change | 1,023,104 | 52,393 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 881,588 | 45,146 | 7.4% | 7.4% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 867,681 | 44,433 | 3.26% | 3.26% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 817,680 | 41,873 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 738,615 | 37,825 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 736,295 | 37,720 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ATWOOD & PALMER INC | History | No change | 715,976 | 36,665 | 1.96% | 1.96% | 10 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 597,283 | 30,586 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 559,720 | 28,661 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Enhancement Group LLC | History | No change | 527,115 | 26,993 | 3.22% | 3.22% | 13 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 348,302 | 26,646 | 3.18% | 3.18% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 510,145 | 26,125 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 496,516 | 25,426 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Resource Group | History | No change | 491,125 | 25,150 | 3.78% | 3.78% | 17 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 477,767 | 24,466 | 0.89% | 0.89% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Financial Partners, LLC | History | No change | 432,477 | 22,147 | 8.62% | 8.62% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Marshall Financial Group, LLC | History | No change | 406,255 | 20,804 | 3.03% | 3.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | No change | 384,496 | 19,690 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 379,913 | 19,455 | 0.23% | 0.23% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 374,898 | 19,213 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MORGAN STANLEY | History | No change | 308,876 | 15,817 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 282,596 | 14,471 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 267,746 | 13,711 | 3.99% | 3.99% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 263,118 | 13,474 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Capital Co | History | No change | 237,546 | 12,164 | 1.99% | 1.99% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 234,335 | 12,024 | 0.47% | 0.47% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 230,022 | 11,779 | 5.0% | 5.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 208,735 | 10,689 | 0.14% | 0.14% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 205,187 | 10,507 | 0.13% | 0.13% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 202,410 | 10,365 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 201,240 | 10,305 | 1.08% | 1.08% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 197,243 | 10,100 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 189,716 | 9,715 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rise Advisors, LLC | History | No change | 186,724 | 9,562 | 2.69% | 2.69% | 37 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 176,717 | 9,049 | 2.08% | 2.08% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 175,170 | 8,970 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Englebert Financial Advisers, LLC | History | No change | 174,925 | 8,957 | 8.82% | 8.82% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 172,240 | 8,820 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 144,792 | 7,414 | 4.51% | 4.51% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 142,586 | 7,301 | 0.43% | 0.43% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 141,819 | 7,262 | 0.28% | 0.28% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 141,273 | 7,234 | 0.5% | 0.5% | 45 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Blue Edge Capital, LLC | History | No change | 132,590 | 6,789 | 0.82% | 0.82% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 126,246 | 6,467 | 1.0% | 1.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 118,102 | 6,047 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Weaver Consulting Group | History | No change | 113,474 | 5,810 | 1.19% | 1.19% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sage Advisory Services, Ltd.Co. | History | No change | 112,161 | 5,744 | 2.83% | 2.83% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 106,293 | 5,443 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 98,872 | 5,063 | 1.22% | 1.22% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 98,641 | 5,051 | 1.03% | 1.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 94,935 | 4,861 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jupiter Topco LLC | History | No change | 90,209 | 4,619 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Miller Global Investments, LLC | History | Added to | 91,081 | 4,546 | 3.67% | 3.55% | 56 | +7,366 | 8.8% | Q3 2026 | Oct 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 87,810 | 4,496 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 80,733 | 4,134 | 1.32% | 1.32% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookwood Investment Group LLC | History | No change | 78,275 | 4,008 | 0.45% | 0.45% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHANNEL WEALTH LLC | History | No change | 71,149 | 3,643 | 0.82% | 0.82% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 63,191 | 3,230 | 0.63% | 0.63% | 61 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 62,332 | 3,192 | 1.25% | 1.25% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 61,904 | 3,170 | 1.22% | 1.22% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 61,054 | 3,126 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 59,061 | 3,024 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 52,929 | 2,710 | 0.23% | 0.23% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QTR Family Wealth, LLC | History | No change | 50,548 | 2,588 | 0.9% | 0.9% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 50,428 | 2,582 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colonial River Investments, LLC | History | No change | 49,955 | 2,558 | 0.73% | 0.73% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 49,364 | 2,527 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 45,960 | 2,353 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 45,291 | 2,319 | 1.44% | 1.44% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 43,588 | 2,232 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 43,158 | 2,210 | 0.52% | 0.52% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 42,939 | 2,198 | 0.85% | 0.85% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Talon Private Wealth, LLC | History | No change | 39,340 | 2,014 | 0.24% | 0.24% | 76 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Core Wealth Partners LLC | History | No change | 34,868 | 1,785 | 0.76% | 0.76% | 77 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 34,275 | 1,755 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 33,008 | 1,690 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 31,507 | 1,613 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 30,860 | 1,580 | 0.87% | 0.87% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Flaharty Asset Management, LLC | History | No change | 29,751 | 1,523 | 2.18% | 2.18% | 82 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 25,032 | 1,288 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brucke Financial, Inc. | History | No change | 23,411 | 1,198 | 0.53% | 0.53% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 22,070 | 1,130 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 21,966 | 1,124 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors, LLC | History | No change | 20,944 | 1,072 | 0.52% | 0.52% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,895 | 865 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,900 | 865 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 15,355 | 786 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 15,104 | 773 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Community Bank, N.A. | History | No change | 15,016 | 768 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 14,364 | 735 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 14,240 | 729 | 0.39% | 0.39% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Northside Capital Management, LLC | History | No change | 14,000 | 716 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 13,670 | 700 | 0.22% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,574 | 643 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 12,183 | 623 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,695 | 598 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,501 | 588 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 11,037 | 565 | 0.3% | 0.3% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,788 | 552 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 10,590 | 542 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GK Wealth Management LLC | History | No change | 10,391 | 532 | 0.28% | 0.28% | 104 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 10,357 | 530 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 9,523 | 487 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 9,439 | 483 | 0.27% | 0.27% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 9,197 | 470 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 9,105 | 466 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 9,145 | 466 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Revisor Wealth Management LLC | History | No change | 8,810 | 452 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Alchemi Wealth, LLC | History | No change | 8,594 | 440 | 0.21% | 0.21% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,351 | 427 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 8,284 | 424 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | No change | 8,177 | 418 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 8,051 | 412 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elequin Capital, LP | History | No change | 7,664 | 392 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diesslin Group, Inc. | History | No change | 7,506 | 384 | 0.15% | 0.15% | 118 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 6,590 | 337 | 0.21% | 0.21% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Auour Investments LLC | History | No change | 6,496 | 332 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 6,425 | 329 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,283 | 321 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | No change | 6,218 | 318 | 0.19% | 0.19% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 5,855 | 299 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARWA LLC | History | No change | 5,802 | 297 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,450 | 279 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Indivisible Partners | History | No change | 5,434 | 278 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 5,410 | 277 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nest Investments, LLC | History | No change | 5,304 | 271 | 0.21% | 0.21% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 4,998 | 255 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,663 | 238 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,611 | 236 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,552 | 233 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FDx Advisors, Inc. | History | No change | 4,229 | 217 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,224 | 216 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,209 | 215 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,062 | 208 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 3,948 | 202 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 2,300 | 117 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARD ASSOCIATES INC | History | No change | 1,917 | 98 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,734 | 89 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,118 | 57 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,000 | 51 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 673 | 34 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vision Retirement, LLC | History | No change | 672 | 34 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 625 | 32 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 496 | 25 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 395 | 20 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 409 | 20 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEBSTER BANK, N. A. | History | No change | 297 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 277 | 14 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 217 | 11 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 211 | 10 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 208 | 10 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 60 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 70 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 42 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |