New York Life Investments ETF Trust - MMIT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 6,604,939 | 160,830 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,835,250 | 93,388 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,330,101 | 81,287 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 3,050,260 | 74,273 | 2.72% | 2.72% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 2,659,925 | 64,769 | 6.09% | 6.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,408,373 | 58,643 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,278,943 | 55,492 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 2,173,373 | 52,921 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,967,096 | 47,898 | 4.74% | 4.74% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 1,838,466 | 44,766 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Trust Co | History | No change | 1,393,510 | 33,931 | 0.38% | 0.38% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 1,191,262 | 29,007 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 983,337 | 23,944 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 729,308 | 17,758 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 663,814 | 16,163 | 2.18% | 2.18% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 652,258 | 15,882 | 0.19% | 0.19% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pallas Capital Advisors LLC | History | No change | 617,698 | 15,040 | 0.46% | 0.46% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 596,221 | 14,517 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 573,580 | 13,966 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 520,097 | 12,664 | 1.66% | 1.66% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 514,726 | 12,533 | 0.94% | 0.94% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 507,293 | 12,352 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFO4Life Group, LLC | History | No change | 505,504 | 12,309 | 1.66% | 1.66% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 461,315 | 11,233 | 4.02% | 4.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 440,047 | 10,715 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 433,968 | 10,567 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 460,915 | 10,545 | 0.28% | 0.29% | 27 | +1,413 | 0.31% | Q3 2026 | Oct 05, 2026 |
| Hudock, Inc. | History | No change | 413,499 | 10,068 | 1.29% | 1.29% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VICUS CAPITAL | History | No change | 391,315 | 9,528 | 0.62% | 0.62% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 388,794 | 9,484 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 372,122 | 9,061 | 0.24% | 0.24% | 31 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 358,065 | 8,718 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 346,856 | 8,445 | 0.13% | 0.13% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 345,958 | 8,424 | 0.24% | 0.24% | 34 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 319,484 | 7,779 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elyxium Wealth, LLC | History | No change | 308,739 | 7,517 | 0.79% | 0.79% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 300,275 | 7,311 | 0.47% | 0.47% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GGM Financial LLC | History | No change | 286,032 | 6,964 | 2.64% | 2.64% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 282,152 | 6,870 | 1.88% | 1.88% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 275,944 | 6,697 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clear Trail Advisors, LLC | History | No change | 256,024 | 6,234 | 0.95% | 0.95% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 247,572 | 6,046 | 1.1% | 1.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 206,229 | 5,021 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 203,471 | 4,954 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 191,882 | 4,672 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 46 Peaks LLC | History | No change | 183,900 | 4,477 | 2.82% | 2.82% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 182,366 | 4,440 | 1.94% | 1.94% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 167,930 | 4,089 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 164,655 | 4,009 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 162,453 | 3,955 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evergreen Private Wealth LLC | History | No change | 157,574 | 3,836 | 1.42% | 1.42% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 154,889 | 3,771 | 0.64% | 0.64% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elequin Capital, LP | History | No change | 154,863 | 3,770 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 153,847 | 3,746 | 0.57% | 0.57% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 151,813 | 3,696 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 149,919 | 3,662 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 147,765 | 3,598 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 141,878 | 3,454 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 140,118 | 3,411 | 0.16% | 0.16% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | No change | 124,732 | 3,037 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | No change | 105,631 | 2,579 | 1.46% | 1.46% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | No change | 103,845 | 2,528 | 0.79% | 0.79% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 102,794 | 2,503 | 0.39% | 0.39% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 91,960 | 2,239 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 91,400 | 2,225 | 0.15% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Landmark Wealth Management, LLC | History | No change | 90,427 | 2,201 | 0.53% | 0.53% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 84,916 | 2,067 | 0.41% | 0.41% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVENPORT & Co LLC | History | No change | 84,804 | 2,064 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 80,737 | 1,965 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 78,964 | 1,922 | 0.18% | 0.18% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VestGen Advisors, LLC | History | No change | 73,745 | 1,795 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 72,243 | 1,759 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 70,053 | 1,705 | 0.99% | 0.99% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 68,489 | 1,667 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Curran Financial Partners, LLC | History | No change | 67,524 | 1,644 | 0.24% | 0.24% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 63,625 | 1,549 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 53,823 | 1,311 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 52,832 | 1,286 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 51,748 | 1,260 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 46,864 | 1,141 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 46,805 | 1,139 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 46,732 | 1,137 | 0.23% | 0.23% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 44,071 | 1,073 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Narus Financial Partners, LLC | History | No change | 42,938 | 1,045 | 0.27% | 0.27% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PKS Advisory Services, LLC | History | No change | 41,916 | 1,020 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Wealth, LLC | History | No change | 40,160 | 977 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frontier Asset Management, LLC | History | No change | 37,469 | 912 | 0.16% | 0.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | No change | 36,136 | 879 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 32,902 | 801 | 0.19% | 0.19% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 4,710 | 754 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 30,047 | 731 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 28,296 | 689 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 27,442 | 668 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 27,031 | 658 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BCS Wealth Management | History | No change | 25,737 | 626 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Diversified Portfolios, Inc. | History | No change | 25,683 | 625 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 25,577 | 622 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SWMG, LLC | History | No change | 25,604 | 621 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewSquare Capital LLC | History | No change | 23,991 | 584 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 24,024 | 584 | 0.78% | 0.78% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 23,703 | 577 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 22,313 | 543 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUB Investment Partners, LLC | History | No change | 21,189 | 515 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 20,371 | 496 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 20,040 | 487 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vista Cima Wealth Management LLC | History | No change | 19,970 | 486 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 19,847 | 483 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,339 | 470 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,476 | 449 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SAXON INTERESTS, INC. | History | No change | 18,407 | 448 | 0.12% | 0.12% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunpointe, LLC | History | No change | 18,369 | 447 | 0.13% | 0.13% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortis Group Advisors, LLC | History | No change | 17,928 | 436 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Callan Family Office, LLC | History | No change | 17,689 | 430 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 17,000 | 413 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 16,822 | 409 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 16,765 | 408 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 16,200 | 395 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 16,206 | 394 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 16,136 | 392 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 15,746 | 383 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 15,083 | 367 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 14,715 | 358 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 14,653 | 356 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 14,296 | 348 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 14,208 | 345 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Friday Financial | History | No change | 14,083 | 342 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WCG Wealth Advisors LLC | History | No change | 13,767 | 335 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bill Few Associates, Inc. | History | No change | 13,132 | 319 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Visionary Wealth Advisors | History | No change | 12,444 | 303 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 12,141 | 295 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Alpha Financial Partners LLC | History | No change | 12,064 | 293 | 0.15% | 0.15% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trajan Wealth LLC | History | No change | 11,921 | 290 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,699 | 284 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vertex Planning Partners, LLC | History | No change | 11,685 | 284 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brio Consultants, LLC | History | No change | 11,383 | 277 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 11,257 | 274 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 11,170 | 271 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 10,425 | 253 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fluent Financial, LLC | History | No change | 10,300 | 250 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 10,280 | 250 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,127 | 246 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 9,641 | 234 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pacific Point Advisors, LLC | History | No change | 9,616 | 234 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MATAURO, LLC | History | No change | 9,282 | 226 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Claro Advisors Inc. | History | No change | 9,000 | 219 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,797 | 165 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,858 | 142 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| United Community Bank | History | No change | 5,520 | 134 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 5,097 | 124 | 0.14% | 0.14% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 5,100 | 124 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,559 | 111 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 4,422 | 108 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 4,373 | 106 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 4,347 | 105 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 4,035 | 98 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 3,713 | 90 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 3,162 | 76 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,772 | 67 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,539 | 61 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,750 | 42 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,560 | 37 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,498 | 36 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 1,115 | 27 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 923 | 22 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 889 | 21 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kings Path Partners LLC | History | No change | 828 | 20 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 722 | 17 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 724 | 17 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 489 | 11 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 2,005 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |