Nuveen California Quality Municipal Income Fund - NAC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 6,934,080 | 84,041 | 0.0% | 0.0% | 1 | +935,969 | 15.6% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 3,486,662 | 42,258 | 0.27% | 0.31% | 2 | +50,986 | 1.48% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,055,441 | 24,911 | 0.0% | 0.0% | 3 | +250,667 | 13.89% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,877,055 | 22,749 | 0.35% | 0.32% | 4 | +227,281 | 13.78% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,236,961 | 14,991 | 0.02% | 0.03% | 5 | +14,000 | 1.14% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,150,444 | 13,943 | 0.0% | 0.0% | 6 | +217,682 | 23.34% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 906,262 | 10,983 | 0.0% | 0.0% | 7 | -88,815 | -8.93% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 611,995 | 7,417 | 0.0% | 0.0% | 8 | +27,910 | 4.78% | Q2 2026 | Aug 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 518,286 | 6,281 | 0.18% | 0.17% | 9 | +76,673 | 17.36% | Q2 2026 | Jul 08, 2026 |
| Ignite Planners, LLC | History | Added to | 476,800 | 5,778 | 0.79% | 0.65% | 10 | +117,743 | 32.79% | Q2 2026 | Jul 23, 2026 |
| Allianz Asset Management GmbH | History | No change | 475,879 | 5,767 | 0.0% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LM Advisors LLC | History | Added to | 334,729 | 4,057 | 0.47% | 5.23% | 12 | +330,877 | 8589.75% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 261,691 | 3,171 | 0.0% | 0.0% | 13 | +20,034 | 8.29% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 257,109 | 3,116 | 0.01% | 0.02% | 14 | +8,452 | 3.4% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | New | 237,265 | 2,875 | 0.01% | — | 15 | +237,265 | New | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 219,110 | 2,655 | 0.0% | 0.0% | 16 | +39,127 | 21.74% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 211,287 | 2,560 | 0.03% | 0.03% | 17 | +50 | 0.02% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | Added to | 199,004 | 2,411 | 0.09% | 0.11% | 18 | +672 | 0.34% | Q2 2026 | Jul 23, 2026 |
| Southland Equity Partners LLC | History | Added to | 184,440 | 2,235 | 0.39% | 0.41% | 19 | +5,000 | 2.79% | Q2 2026 | Jul 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 177,723 | 2,154 | 0.02% | 0.02% | 20 | +6,835 | 4.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 171,666 | 2,081 | 0.0% | 0.0% | 21 | -8,109 | -4.51% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 161,512 | 1,957 | 0.0% | 0.0% | 22 | +125,914 | 353.71% | Q2 2026 | Aug 13, 2026 |
| DKM Wealth Management, Inc. | History | No change | 142,401 | 1,725 | 1.13% | 1.2% | 23 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 138,030 | 1,672 | 0.0% | 0.0% | 24 | -3,687 | -2.6% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Added to | 117,564 | 1,430 | 0.01% | 0.0% | 25 | +78,664 | 202.22% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 117,152 | 1,419 | 0.01% | 0.01% | 26 | +3,523 | 3.1% | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 114,662 | 1,390 | 0.04% | 0.04% | 27 | -8,557 | -6.94% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 111,115 | 1,346 | 0.0% | 0.0% | 28 | +12,638 | 12.83% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 102,507 | 1,242 | 0.01% | 0.01% | 29 | -2,785 | -2.65% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 102,286 | 1,239 | 0.01% | 0.0% | 30 | +63,660 | 164.81% | Q2 2026 | Sep 08, 2026 |
| SUMMITRY LLC | History | New | 95,654 | 1,159 | 0.04% | — | 31 | +95,654 | New | Q2 2026 | Jul 21, 2026 |
| New Insight Wealth Advisors | History | Reduced | 94,160 | 1,141 | 0.34% | 0.42% | 32 | -5,575 | -5.59% | Q2 2026 | Jul 27, 2026 |
| Integrity Wealth Partners, LLC | History | No change | 95,930 | 1,117 | 1.01% | 1.01% | 33 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 82,206 | 996 | 0.02% | 0.02% | 34 | +11,215 | 15.8% | Q2 2026 | Aug 14, 2026 |
| Cascade Financial Partners, LLC | History | New | 79,954 | 969 | 0.08% | — | 35 | +79,954 | New | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 79,905 | 968 | 0.0% | 0.0% | 36 | +62,537 | 360.07% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 79,128 | 959 | 0.0% | 0.0% | 37 | +7,835 | 10.99% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,989 | 945 | 0.0% | 0.0% | 38 | +265 | 0.34% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 75,676 | 917 | 0.0% | 0.0% | 39 | -9,385 | -11.03% | Q2 2026 | Aug 13, 2026 |
| Oder Investment Management, LLC | History | Added to | 63,137 | 765 | 0.51% | 0.56% | 40 | +80 | 0.13% | Q2 2026 | Aug 11, 2026 |
| Rareview Capital LLC | History | Added to | 66,339 | 741 | 0.41% | 0.43% | 41 | +58 | 0.09% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 59,626 | 722 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 57,990 | 702 | 0.0% | 0.0% | 43 | +638 | 1.11% | Q2 2026 | Jul 28, 2026 |
| Atala Financial Inc | History | Reduced | 57,385 | 695 | 0.42% | 0.5% | 44 | -6,000 | -9.47% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 52,745 | 639 | 0.0% | 0.0% | 45 | -176,926 | -77.03% | Q2 2026 | Aug 14, 2026 |
| Requisite Capital Management, LLC | History | New | 52,058 | 634 | 0.1% | — | 46 | +52,058 | New | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 51,889 | 628 | 0.0% | 0.01% | 47 | -479,980 | -90.24% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 50,468 | 611 | 0.0% | 0.0% | 48 | -1 | -0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | Added to | 49,951 | 605 | 0.0% | 0.0% | 49 | +1,164 | 2.39% | Q2 2026 | Aug 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 49,816 | 603 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 48,326 | 585 | 0.01% | 0.01% | 51 | +80 | 0.17% | Q2 2026 | Aug 05, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 46,000 | 557 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Reduced | 44,466 | 538 | 0.31% | 0.42% | 53 | -13,449 | -23.22% | Q2 2026 | Jul 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 43,864 | 531 | 0.02% | 0.02% | 54 | +349 | 0.8% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | Added to | 43,802 | 530 | 0.04% | 0.05% | 55 | +574 | 1.33% | Q2 2026 | Jul 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 43,423 | 526 | 0.03% | 0.02% | 56 | -6,140 | -12.39% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 41,956 | 508 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 41,600 | 506 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 41,100 | 500 | 0.01% | 0.01% | 59 | +350 | 0.86% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 40,542 | 491 | 0.01% | 0.01% | 60 | +2,921 | 7.76% | Q2 2026 | Aug 03, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 39,986 | 484 | 0.03% | 0.03% | 61 | -304 | -0.75% | Q2 2026 | Aug 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 38,617 | 468 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 38,600 | 467 | 0.0% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CLG LLC | History | No change | 37,584 | 455 | 0.1% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 36,555 | 443 | 0.08% | 0.09% | 65 | +177 | 0.49% | Q2 2026 | Jul 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 35,789 | 433 | 0.01% | 0.01% | 66 | +864 | 2.47% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,025 | 424 | 0.0% | 0.0% | 67 | +563 | 1.63% | Q2 2026 | Aug 05, 2026 |
| Apriem Advisors | History | Added to | 33,120 | 401 | 0.03% | 0.04% | 68 | +900 | 2.79% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 32,339 | 391 | 0.01% | 0.01% | 69 | +98 | 0.3% | Q2 2026 | Jul 17, 2026 |
| Mirador Capital Partners LP | History | New | 32,175 | 389 | 0.05% | — | 70 | +32,175 | New | Q2 2026 | Jul 07, 2026 |
| Core Wealth Partners LLC | History | Reduced | 29,699 | 359 | 0.15% | 0.17% | 71 | -2,550 | -7.91% | Q2 2026 | Jul 17, 2026 |
| RHS Financial, LLC | History | Reduced | 28,824 | 349 | 0.14% | 0.16% | 72 | -393 | -1.35% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,962 | 338 | 0.0% | 0.0% | 73 | +6,140 | 28.14% | Q2 2026 | Jul 17, 2026 |
| Virtu Financial LLC | History | Reduced | 25,596 | 310 | 0.01% | 0.02% | 74 | -21,571 | -45.73% | Q2 2026 | Aug 13, 2026 |
| Intellectus Partners, LLC | History | No change | 25,000 | 304 | 0.05% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 24,921 | 302 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 24,637 | 298 | 0.03% | 0.04% | 77 | +89 | 0.36% | Q2 2026 | Jul 07, 2026 |
| Tortuga Wealth Management, Inc | History | Added to | 23,997 | 290 | 0.22% | 0.25% | 78 | +1,025 | 4.46% | Q2 2026 | Jul 30, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 23,409 | 285 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 23,033 | 279 | 0.06% | — | 80 | +23,033 | New | Q2 2026 | Jul 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 22,280 | 270 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 21,541 | 261 | 0.0% | — | 82 | +21,541 | New | Q2 2026 | Jul 21, 2026 |
| Avestar Capital, LLC | History | Added to | 21,000 | 255 | 0.01% | 0.01% | 83 | +10,000 | 90.91% | Q2 2026 | Jul 29, 2026 |
| ODonnell Financial Services, LLC | History | New | 20,285 | 245 | 0.07% | — | 85 | +20,285 | New | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 20,132 | 245 | 0.01% | 0.01% | 84 | +5 | 0.02% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | New | 19,750 | 239 | 0.03% | — | 86 | +19,750 | New | Q2 2026 | Jul 23, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 19,000 | 230 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 18,677 | 226 | 0.03% | 0.03% | 88 | +826 | 4.63% | Q2 2026 | Aug 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 18,430 | 223 | 0.02% | 0.02% | 89 | -60 | -0.32% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Reduced | 18,128 | 219 | 0.0% | 0.0% | 90 | -38,294 | -67.87% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 16,749 | 202 | 0.0% | 0.0% | 91 | +309 | 1.88% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | No change | 16,090 | 195 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,045 | 194 | 0.0% | 0.0% | 93 | -17,058 | -51.53% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 15,731 | 190 | 0.02% | 0.03% | 94 | -8,012 | -33.74% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | New | 15,441 | 187 | 0.02% | — | 95 | +15,441 | New | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 15,202 | 184 | 0.0% | 0.01% | 97 | +3,045 | 25.05% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 15,193 | 184 | 0.0% | 0.0% | 96 | -3,002 | -16.5% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 15,168 | 183 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 15,068 | 182 | 0.0% | — | 99 | +15,068 | New | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 14,953 | 181 | 0.08% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Indivisible Partners | History | Added to | 14,271 | 172 | 0.01% | 0.01% | 101 | +1,025 | 7.74% | Q2 2026 | Aug 04, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 13,891 | 168 | 0.16% | 0.16% | 102 | +600 | 4.51% | Q2 2026 | Jul 27, 2026 |
| CreativeOne Wealth, LLC | History | No change | 13,544 | 164 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 13,506 | 163 | 0.0% | — | 104 | +13,506 | New | Q2 2026 | Jul 15, 2026 |
| RB Capital Management, LLC | History | Reduced | 13,252 | 160 | 0.03% | 0.04% | 105 | -1,386 | -9.47% | Q2 2026 | Aug 17, 2026 |
| MKT Advisors LLC | History | Reduced | 12,418 | 150 | 0.05% | 0.09% | 106 | -10,483 | -45.78% | Q2 2026 | Jul 09, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 11,901 | 144 | 0.12% | 0.13% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savvy Advisors, Inc. | History | New | 11,659 | 141 | 0.0% | — | 108 | +11,659 | New | Q2 2026 | Aug 03, 2026 |
| Fermata Advisors, LLC | History | No change | 11,500 | 139 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 11,440 | 138 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 11,194 | 135 | 0.0% | — | 111 | +11,194 | New | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,828 | 131 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Riverview Trust Co | History | No change | 10,612 | 128 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Partners Wealth | History | New | 10,465 | 126 | 0.0% | — | 115 | +10,465 | New | Q2 2026 | Aug 12, 2026 |
| Strategic Advocates LLC | History | No change | 10,400 | 126 | 0.49% | 0.54% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | New | 10,095 | 122 | 0.0% | — | 116 | +10,095 | New | Q2 2026 | Aug 17, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,000 | 121 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,969 | 108 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,923 | 59 | 0.0% | 0.0% | 119 | -524 | -9.62% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,412 | 53 | 0.0% | 0.0% | 120 | -9,419 | -68.1% | Q2 2026 | Aug 05, 2026 |
| Regatta Research & Money Management | History | New | 4,063 | 49 | 0.05% | — | 121 | +4,063 | New | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 3,685 | 44 | 0.0% | — | 123 | +3,685 | New | Q2 2026 | Aug 06, 2026 |
| Penserra Capital Management LLC | History | Added to | 3,678 | 44 | 0.0% | 0.0% | 122 | +2,452 | 200.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,550 | 42 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | New | 3,400 | 41 | 0.0% | — | 125 | +3,400 | New | Q2 2026 | Aug 10, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 2,655 | 32 | 0.01% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FNY Investment Advisers, LLC | History | No change | 2,000 | 24 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CWM, LLC | History | No change | 1,983 | 23 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,551 | 18 | 0.0% | 0.0% | 129 | +114 | 7.93% | Q2 2026 | Jul 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,500 | 18 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,403 | 17 | 0.0% | 0.0% | 131 | +25 | 1.81% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,400 | 16 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,240 | 15 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,026 | 12 | 0.0% | 0.0% | 134 | +19 | 1.89% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | Added to | 943 | 11 | 0.0% | 0.0% | 135 | +17 | 1.84% | Q2 2026 | Jul 20, 2026 |
| LifeSteps Financial, Inc. | History | New | 650 | 7 | 0.0% | — | 136 | +650 | New | Q2 2026 | Jul 17, 2026 |
| BFSG, LLC | History | No change | 540 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kroeger Financial Partners | History | New | 492 | 5 | 0.0% | — | 138 | +492 | New | Q2 2026 | Jul 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 250 | 3 | 0.0% | 0.0% | 139 | -500 | -66.67% | Q2 2026 | Jul 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 244 | 2 | 0.0% | — | 140 | +227 | 1335.29% | Q2 2026 | Aug 11, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -256,039 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -64,500 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -62,311 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -26,489 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Ducere Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -22,977 | -100.0% | Q2 2026 | Jul 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,940 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,167 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q2 2026 | Jul 07, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -590 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q2 2026 | Aug 05, 2026 |