AdvisorShares Trust - MSOS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Anson Funds Management LP | History | No change | 17,459,162 | 88,692 | 5.27% | 5.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTANOVA CAPITAL, LLC | History | No change | 9,738,524 | 49,471 | 0.9% | 0.9% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,030,271 | 35,713 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,299,765 | 32,002 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,696,682 | 23,859 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 2,626,509 | 13,342 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Marex Group Ltd | History | No change | 2,100,000 | 10,668 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Street Group Inc. | History | No change | 2,007,632 | 10,198 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Two Seas Capital LP | History | No change | 2,225,300 | 10,058 | 0.12% | 0.22% | 9 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| AdvisorShares Investments LLC | History | No change | 1,548,425 | 7,865 | 0.95% | 0.95% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Murchinson Ltd. | History | No change | 1,249,895 | 6,349 | 0.88% | 0.88% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 891,056 | 4,526 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 800,000 | 4,064 | 0.42% | 0.42% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elequin Capital, LP | History | No change | 788,113 | 4,003 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 771,373 | 3,918 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 736,895 | 3,330 | 0.02% | 0.04% | 16 | -76,929 | -9.45% | Q3 2026 | Oct 16, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 644,107 | 3,272 | 0.39% | 0.39% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 619,100 | 3,145 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 557,942 | 2,834 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kazazian Asset Management, LLC | History | No change | 526,554 | 2,674 | 2.4% | 2.4% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Deeter Investments LLP | History | No change | 460,084 | 2,337 | 0.32% | 0.32% | 21 | 0 | 0.0% | Q2 2026 | Oct 08, 2026 |
| Bleakley Financial Group, LLC | History | No change | 435,533 | 2,212 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 343,722 | 1,746 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 326,887 | 1,660 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 318,542 | 1,618 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clayton Partners LLC | History | No change | 300,000 | 1,524 | 1.0% | 1.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 295,000 | 1,498 | 1.36% | 1.36% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 281,255 | 1,428 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Caption Management, LLC | History | No change | 278,200 | 1,413 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 263,130 | 1,336 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 237,067 | 1,204 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 206,050 | 1,046 | 0.37% | 0.37% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Goldman & Co LP | History | No change | 201,300 | 1,022 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOGGIN MANAGEMENT LP | History | No change | 200,000 | 1,016 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 193,286 | 981 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSS LLC/IL | History | No change | 177,200 | 900 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 170,585 | 866 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 167,200 | 849 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sender Co & Partners, Inc. | History | No change | 162,091 | 823 | 0.24% | 0.24% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JW Asset Management, LLC | History | No change | 155,000 | 787 | 0.25% | 0.25% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 152,346 | 773 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 151,353 | 768 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedges Asset Management LLC | History | No change | 141,000 | 716 | 0.47% | 0.47% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 157,814 | 713 | 0.02% | 0.02% | 44 | -2,770 | -1.72% | Q3 2026 | Oct 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 136,600 | 693 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 122,673 | 623 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 111,200 | 564 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 99,450 | 505 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LJI Wealth Management, LLC | History | No change | 98,970 | 502 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 90,750 | 461 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 86,204 | 437 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EWA, LLC | History | No change | 81,039 | 411 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 79,700 | 404 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 79,476 | 403 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 78,705 | 400 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 75,168 | 381 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Militia Capital Management LLC | History | No change | 74,800 | 379 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | No change | 77,310 | 373 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 82,400 | 372 | 0.25% | 0.27% | 59 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 70,633 | 358 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 69,133 | 351 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 66,892 | 339 | 0.25% | 0.25% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Black Maple Capital Management LP | History | No change | 65,000 | 330 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 63,584 | 323 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 59,112 | 300 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEXFORD CAPITAL LP | History | No change | 57,564 | 292 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 53,225 | 270 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 53,209 | 270 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ArchPoint Investors | History | No change | 51,050 | 259 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 49,756 | 252 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vigilare Wealth Management | History | No change | 48,500 | 246 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 49,063 | 221 | 0.07% | 0.07% | 72 | +4,768 | 10.76% | Q3 2026 | Oct 14, 2026 |
| Caprock Group, LLC | History | No change | 42,827 | 217 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 42,127 | 214 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 41,734 | 212 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 40,355 | 195 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Miller Global Investments, LLC | History | No change | 42,790 | 193 | 0.16% | 0.18% | 77 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Horrell Capital Management, Inc. | History | Added to | 39,856 | 180 | 0.1% | 0.08% | 79 | +3,349 | 9.17% | Q3 2026 | Oct 08, 2026 |
| DAVENPORT & Co LLC | History | No change | 40,000 | 180 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cedar Wealth Management, LLC | History | No change | 34,359 | 174 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 32,536 | 165 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 34,840 | 147 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 34,840 | 147 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Northside Capital Management, LLC | History | No change | 32,290 | 145 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 28,195 | 143 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 27,554 | 139 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 27,076 | 138 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 25,692 | 130 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 25,764 | 130 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 25,238 | 128 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 27,826 | 125 | 0.03% | 0.04% | 91 | -1,156 | -3.99% | Q3 2026 | Oct 09, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 24,537 | 124 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 24,230 | 123 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 24,100 | 122 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 22,360 | 113 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 21,654 | 110 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 21,200 | 108 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 20,588 | 104 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concorde Asset Management, LLC | History | No change | 19,160 | 97 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,597 | 94 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,559 | 94 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 18,826 | 85 | 0.0% | 0.0% | 103 | -500 | -2.59% | Q3 2026 | Oct 16, 2026 |
| Cerity Partners LLC | History | No change | 16,994 | 85 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | No change | 16,765 | 82 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 16,200 | 82 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIG BROKERAGE, LP | History | No change | 15,450 | 78 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,521 | 78 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 14,300 | 72 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 14,191 | 71 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 15,208 | 67 | 0.02% | 0.06% | 110 | -20,325 | -57.2% | Q3 2026 | Oct 16, 2026 |
| Focus Partners Wealth | History | No change | 12,754 | 64 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,773 | 64 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,559 | 63 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 13,606 | 61 | 0.0% | 0.0% | 114 | -5,368 | -28.29% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 12,178 | 61 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,935 | 60 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,968 | 60 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 11,895 | 60 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Value Investment Professionals, LLC | History | Reduced | 12,907 | 58 | 0.05% | 0.06% | 119 | -421 | -3.16% | Q3 2026 | Oct 09, 2026 |
| PFS Partners, LLC | History | No change | 10,880 | 55 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,509 | 53 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Alpha, LLC | History | No change | 10,475 | 53 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | No change | 10,353 | 52 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ancora Advisors LLC | History | No change | 8,000 | 40 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,555 | 39 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,290 | 36 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,529 | 20 | 0.0% | 0.0% | 127 | +1,000 | 28.34% | Q3 2026 | Oct 08, 2026 |
| AE Wealth Management LLC | History | No change | 3,744 | 19 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,597 | 18 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 3,010 | 15 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 2,777 | 14 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 2,635 | 13 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,550 | 11 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BARCLAYS PLC | History | No change | 2,000 | 10 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 2,000 | 10 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 2,000 | 10 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| North Star Investment Management Corp. | History | No change | 1,800 | 9 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,922 | 9 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,466 | 7 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,200 | 6 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | New | 1,100 | 5 | 0.0% | — | 142 | +1,100 | New | Q3 2026 | Oct 02, 2026 |
| Financial Life Planners | History | No change | 1,140 | 5 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 800 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 800 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 440 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hurley Capital, LLC | History | No change | 494 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 437 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 451 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SHP Wealth Management | History | No change | 528 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strive Financial Group ,LLC | History | No change | 501 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Trust, LLC | History | No change | 239 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 329 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Piscataqua Savings Bank | History | No change | 315 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 200 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Meramec Financial Planners, LLC | History | No change | 250 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -58,067 | -100.0% | Q3 2026 | Oct 07, 2026 |
| GK Wealth Management LLC | History | New | 80 | 0 | — | — | — | +80 | New | Q3 2026 | Oct 09, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 179 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 21,727 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthShield Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFS Advisors, LLC | History | No change | 155 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Addison Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 104 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |