Simplify Exchange Traded Funds - MTBA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,250,321 | 110,423 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,937,978 | 95,096 | 0.19% | 0.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,629,192 | 79,944 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edge Wealth Management LLC | History | No change | 1,090,758 | 53,523 | 9.01% | 9.01% | 4 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 1,054,709 | 51,754 | 0.91% | 0.91% | 5 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Watchman Group, Inc. | History | No change | 902,254 | 44,273 | 9.9% | 9.9% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CreativeOne Wealth, LLC | History | No change | 714,426 | 35,056 | 0.76% | 0.76% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 683,201 | 34,440 | 4.84% | 4.84% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 544,297 | 26,708 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tortoise Investment Management, LLC | History | No change | 527,409 | 25,879 | 1.93% | 1.93% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aprio Wealth Management, LLC | History | No change | 485,119 | 23,804 | 1.18% | 1.18% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 401,942 | 19,723 | 3.38% | 3.38% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilton Capital Management, LLC | History | No change | 398,755 | 19,566 | 1.33% | 1.33% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 383,511 | 18,818 | 1.66% | 1.66% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Proficio Capital Partners LLC | History | No change | 338,534 | 16,611 | 0.6% | 0.6% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, LLC | History | No change | 295,184 | 14,484 | 1.5% | 1.5% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 273,112 | 13,401 | 0.67% | 0.67% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 248,445 | 12,191 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 240,301 | 11,791 | 0.63% | 0.63% | 19 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| True Wealth Design, LLC | History | No change | 220,181 | 10,804 | 2.57% | 2.57% | 20 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 199,270 | 9,778 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 194,820 | 9,559 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 194,583 | 9,548 | 1.42% | 1.42% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 179,024 | 8,814 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 173,768 | 8,526 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 158,653 | 7,785 | 0.47% | 0.47% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 154,330 | 7,511 | 2.44% | 2.44% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 152,032 | 7,438 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ethos Financial Group, LLC | History | No change | 135,544 | 6,651 | 0.44% | 0.44% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 127,286 | 6,245 | 0.67% | 0.67% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 121,545 | 5,964 | 3.8% | 3.8% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NWAM LLC | History | No change | 116,616 | 5,722 | 0.29% | 0.29% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 113,313 | 5,560 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keel Point, LLC | History | No change | 104,803 | 5,142 | 0.3% | 0.3% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | No change | 104,178 | 5,112 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 98,956 | 4,856 | 0.13% | 0.13% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Breakwater Capital Group | History | No change | 95,391 | 4,680 | 0.56% | 0.56% | 37 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Seneca House Advisors | History | No change | 83,504 | 4,097 | 1.45% | 1.45% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 70,437 | 3,456 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beckerman Institutional, LLC | History | No change | 65,670 | 3,222 | 1.53% | 1.53% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Park Edge Advisors, LLC | History | No change | 64,050 | 3,142 | 0.66% | 0.66% | 41 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 58,054 | 2,848 | 1.66% | 1.66% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 55,687 | 2,732 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 55,108 | 2,704 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 52,518 | 2,617 | 0.72% | 0.72% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 52,255 | 2,564 | 0.19% | 0.19% | 46 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 50,000 | 2,453 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 40,291 | 1,977 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 38,672 | 1,897 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 33,790 | 1,658 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 33,887 | 1,584 | 0.43% | 0.42% | 51 | +890 | 2.7% | Q3 2026 | Oct 02, 2026 |
| Patten Group, Inc. | History | No change | 31,880 | 1,564 | 0.24% | 0.24% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Citizens National Bank Trust Department | History | No change | 31,541 | 1,547 | 0.23% | 0.23% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 31,407 | 1,541 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 31,000 | 1,521 | 0.41% | 0.41% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 30,781 | 1,510 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 28,446 | 1,395 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 28,423 | 1,394 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 26,996 | 1,324 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 26,310 | 1,291 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crumly & Associates Inc. | History | No change | 25,744 | 1,263 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GK Wealth Management LLC | History | No change | 24,648 | 1,209 | 0.63% | 0.63% | 62 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 24,399 | 1,197 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 24,150 | 1,185 | 0.69% | 0.69% | 64 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 23,982 | 1,176 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,451 | 1,150 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 23,046 | 1,130 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 22,547 | 1,106 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 22,391 | 1,098 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Spire Wealth Management | History | No change | 22,100 | 1,084 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | No change | 22,000 | 1,079 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | No change | 21,813 | 1,070 | 0.34% | 0.34% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 21,258 | 1,043 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Advisors Inc. | History | No change | 20,953 | 1,028 | 0.18% | 0.18% | 74 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hegarty Advisors, LLC | History | No change | 20,737 | 1,017 | 0.7% | 0.7% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 20,274 | 994 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPLAN Partners, LLC | History | No change | 20,115 | 987 | 0.19% | 0.19% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 19,556 | 959 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 19,170 | 940 | 0.41% | 0.41% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 17,391 | 853 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 16,914 | 829 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 14,465 | 709 | 0.33% | 0.33% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | No change | 13,957 | 684 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keeler Thomas Management LLC | History | No change | 13,857 | 679 | 0.24% | 0.24% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 12,641 | 620 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 12,584 | 617 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,575 | 617 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 12,098 | 593 | 0.2% | 0.2% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SteelPeak Wealth, LLC | History | No change | 12,054 | 591 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Andina Capital Management, LLC | History | No change | 12,023 | 589 | 0.95% | 0.95% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nautilus Advisors LLC | History | No change | 11,669 | 570 | 0.34% | 0.34% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| &PARTNERS | History | No change | 11,295 | 554 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 11,138 | 546 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BAM Wealth Management, LLC | History | No change | 11,126 | 545 | 0.34% | 0.34% | 94 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HRT FINANCIAL LP | History | No change | 10,934 | 536 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 10,912 | 535 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 10,657 | 522 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 10,569 | 518 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 10,399 | 510 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 10,340 | 507 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,044 | 492 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vident Advisory, LLC | History | No change | 9,979 | 489 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,784 | 480 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GFS Advisors, LLC | History | No change | 7,375 | 476 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Revisor Wealth Management LLC | History | No change | 9,206 | 451 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,905 | 436 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 8,525 | 418 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 8,288 | 406 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,572 | 371 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 7,453 | 365 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlas Brown,Inc. | History | No change | 6,950 | 341 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | No change | 6,505 | 319 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 6,488 | 318 | 0.17% | 0.17% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | History | No change | 6,215 | 304 | 0.16% | 0.16% | 114 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Trust Point Inc. | History | No change | 6,148 | 302 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Independent Advisor Alliance | History | No change | 6,040 | 296 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Straight Path Wealth Management | History | No change | 6,040 | 296 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,846 | 286 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 5,845 | 286 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,772 | 283 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 5,555 | 272 | 0.11% | 0.11% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Seelaus Asset Management LLC | History | No change | 5,093 | 249 | 0.17% | 0.17% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,023 | 246 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vawter Financial, Ltd. | History | No change | 4,975 | 244 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO | History | No change | 4,956 | 243 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 4,811 | 236 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,682 | 229 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,408 | 167 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,580 | 126 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 2,430 | 119 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 1,307 | 64 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | No change | 1,200 | 58 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 1,102 | 54 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,098 | 53 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,000 | 49 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 1,009 | 49 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOKF, NA | History | No change | 745 | 36 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 740 | 36 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 380 | 18 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 329 | 16 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 316 | 15 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 186 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Access Investment Management LLC | History | No change | 167 | 8 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 87 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 56 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 48 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 21 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFG Advisory, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |