Newsmax Inc. - NMAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | History | No change | 22,795,352 | 188,746 | 6.88% | 6.88% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 2,820,412 | 23,353 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,464,021 | 12,122 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,342,361 | 11,114 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 775,355 | 6,419 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 640,104 | 5,300 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 629,665 | 5,213 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 576,633 | 4,774 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 549,227 | 4,547 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 487,692 | 4,038 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 394,748 | 3,268 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 369,424 | 3,058 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 306,914 | 2,541 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 286,320 | 2,370 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 234,713 | 1,943 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 205,413 | 1,700 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 182,219 | 1,508 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 179,276 | 1,484 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 176,163 | 1,458 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Denver PWM, LLC | History | No change | 107,741 | 1,171 | 0.38% | 0.38% | 20 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Creative Planning | History | No change | 136,696 | 1,131 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 129,892 | 1,075 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 126,216 | 1,045 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 123,456 | 1,022 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 107,103 | 886 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 107,070 | 886 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 104,526 | 865 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 101,702 | 842 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 98,354 | 814 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 87,132 | 721 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 85,700 | 709 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 82,804 | 685 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 78,939 | 653 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 75,419 | 624 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 73,350 | 607 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 73,779 | 607 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Centiva Capital, LP | History | No change | 67,513 | 559 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 62,142 | 514 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 58,352 | 483 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 55,322 | 458 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 52,792 | 437 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 51,373 | 425 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 50,170 | 415 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 49,650 | 411 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 47,096 | 389 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 46,566 | 385 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 46,184 | 382 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 45,420 | 376 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 71,400 | 372 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 43,289 | 358 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 42,500 | 351 | 0.14% | 0.14% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 39,479 | 327 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 39,201 | 324 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jain Global LLC | History | No change | 36,025 | 298 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 35,860 | 296 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Defender Capital, LLC. | History | No change | 27,257 | 294 | 0.09% | 0.07% | 56 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Cetera Investment Advisers | History | No change | 31,721 | 262 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 30,458 | 252 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 28,408 | 235 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 28,121 | 232 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heck Capital Advisors, LLC | History | No change | 27,635 | 228 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Wealth | History | No change | 27,225 | 225 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 26,801 | 221 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 26,534 | 219 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 26,314 | 217 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,074 | 215 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26,924 | 201 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 23,756 | 196 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vident Advisory, LLC | History | No change | 23,381 | 193 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 22,552 | 187 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 22,143 | 183 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 21,554 | 178 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,095 | 173 | 0.0% | 0.0% | 73 | +527 | 3.39% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,751 | 172 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 20,291 | 168 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 20,222 | 167 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 20,050 | 166 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | No change | 20,035 | 165 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,201 | 157 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 18,711 | 154 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 17,852 | 147 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 17,344 | 143 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 17,029 | 141 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | No change | 16,801 | 139 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,123 | 133 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 15,252 | 126 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Busey Bank | History | No change | 14,978 | 124 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 15,088 | 124 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,939 | 123 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 14,820 | 122 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Element Wealth, LLC | History | No change | 13,980 | 115 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,790 | 114 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Cove Private Wealth, LLC | History | No change | 13,888 | 114 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 13,865 | 114 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 13,865 | 114 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 13,685 | 113 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 13,674 | 113 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 13,640 | 112 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Royal Harbor Partners, LLC | History | No change | 13,530 | 112 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 13,175 | 109 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allegheny Financial Group | History | No change | 13,267 | 109 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,558 | 104 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,664 | 104 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,537 | 103 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,959 | 99 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 11,983 | 99 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,948 | 98 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,941 | 98 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,853 | 98 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,910 | 98 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | No change | 11,783 | 97 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,508 | 95 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 10,252 | 92 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,044 | 91 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,380 | 85 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,700 | 80 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,207 | 76 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 7,235 | 59 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 7,013 | 58 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ancora Advisors LLC | History | No change | 6,862 | 56 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,000 | 49 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,376 | 44 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,166 | 40 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,856 | 31 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 3,704 | 30 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PFS Partners, LLC | History | No change | 3,414 | 28 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| North Star Investment Management Corp. | History | No change | 3,378 | 27 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,297 | 27 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 3,183 | 26 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,189 | 26 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,230 | 26 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,987 | 24 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,319 | 19 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 2,120 | 17 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,104 | 17 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,604 | 17 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 2,140 | 17 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 2,030 | 16 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,914 | 15 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,750 | 14 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,673 | 13 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,634 | 13 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,504 | 12 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,567 | 12 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,453 | 12 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 1,500 | 12 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Colonial Trust Advisors | History | No change | 1,351 | 11 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 1,348 | 11 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,357 | 11 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,357 | 11 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Colonial Trust Co / SC | History | No change | 1,400 | 11 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 1,348 | 11 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,100 | 10 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,143 | 9 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 9 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,205 | 9 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 1,148 | 9 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| UMB Bank, n.a. | History | No change | 1,000 | 8 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,085 | 8 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 902 | 7 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 902 | 7 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CX Institutional | History | New | 518 | 6 | 0.0% | — | 168 | +518 | New | Q3 2026 | Oct 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 772 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 809 | 6 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 605 | 5 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 680 | 5 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 682 | 5 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 676 | 5 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Montgomery Financial Services LLC | History | No change | 705 | 5 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 442 | 4 | 0.0% | 0.0% | 176 | +16 | 3.76% | Q3 2026 | Oct 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 600 | 4 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| True Wealth Design, LLC | History | No change | 531 | 4 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 600 | 4 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 400 | 3 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AdvisorNet Financial, Inc | History | No change | 400 | 3 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 375 | 3 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 362 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 250 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | No change | 250 | 2 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 270 | 2 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 321 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 250 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CENTRAL TRUST Co | History | No change | 200 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 206 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 229 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 175 | 1 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 213 | 1 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 169 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Winch Advisory Services, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BFSG, LLC | History | No change | 130 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pflug Koory, LLC | History | No change | 175 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 127 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SWAN Capital LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 200 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 186 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Capital Advisory, LLC | History | No change | 124 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gen-Wealth Partners Inc | History | No change | 170 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 152 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST HORIZON CORP | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Fulcrum Asset Management LLP | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Parkside Financial Bank & Trust | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SRH ADVISORS, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Axiom Investment Management LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trust Co | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| NVWM, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Premier Financial Group | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mosley Wealth Management | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Portfolio Services LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holos Integrated Wealth LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caldwell Trust Co | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meramec Financial Planners, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Markowski Investments | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |