NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND - NMZ
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 | No change | 3,168,046 | 33,486 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,376,749 | 25,122 | 0.16% | 0.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,359,288 | 24,937 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 2,336,943 | 24,701 | 0.47% | 0.47% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 2,217,036 | 23,434 | 0.67% | 0.67% | 5 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,930,236 | 20,402 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,531,663 | 16,189 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,112,841 | 11,762 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,080,405 | 11,419 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,056,439 | 11,166 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 1,049,891 | 11,097 | 0.53% | 0.53% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,023,649 | 10,819 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 1,002,529 | 10,596 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Melone Private Wealth, LLC | History | No change | 846,287 | 8,945 | 3.41% | 3.41% | 14 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 592,054 | 6,258 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 516,095 | 5,455 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 450,516 | 4,762 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 446,955 | 4,724 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 311,793 | 3,295 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 271,945 | 2,874 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 265,084 | 2,801 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 220,498 | 2,331 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 217,064 | 2,294 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Platform Technology Partners | History | No change | 193,277 | 2,042 | 0.33% | 0.33% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 189,986 | 2,008 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 187,628 | 1,983 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 172,917 | 1,827 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 170,091 | 1,797 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 168,093 | 1,776 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 165,408 | 1,748 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 151,024 | 1,596 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 148,159 | 1,566 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 143,340 | 1,515 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | No change | 141,199 | 1,492 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ellis Investment Partners, LLC | History | No change | 139,381 | 1,473 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 136,648 | 1,444 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 136,345 | 1,441 | 0.31% | 0.31% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 134,954 | 1,435 | 0.43% | 0.43% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Palogic Value Management, L.P. | History | No change | 135,750 | 1,434 | 0.47% | 0.47% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 124,142 | 1,312 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cerity Partners LLC | History | No change | 117,347 | 1,240 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 116,078 | 1,226 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | No change | 115,718 | 1,223 | 0.28% | 0.28% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | No change | 110,775 | 1,170 | 0.14% | 0.14% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | No change | 110,215 | 1,164 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gridiron Partners, LLC | History | No change | 101,622 | 1,074 | 0.56% | 0.56% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 97,723 | 1,032 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 97,221 | 1,027 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MFA Wealth Services | History | No change | 95,615 | 1,010 | 0.6% | 0.6% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Venture Visionary Partners LLC | History | No change | 92,581 | 978 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Ground Capital | History | No change | 89,600 | 947 | 1.14% | 1.14% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 88,855 | 939 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 85,443 | 903 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 82,213 | 868 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 80,144 | 847 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thompson David Blair | History | No change | 79,703 | 842 | 0.42% | 0.42% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCP Asset Management, LLC | History | No change | 77,231 | 816 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 76,640 | 810 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 73,760 | 779 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors, LLC | History | No change | 72,603 | 767 | 0.37% | 0.37% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Worthington Financial Partners, LLC | History | No change | 70,330 | 743 | 0.62% | 0.62% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 70,022 | 740 | 0.41% | 0.41% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 69,119 | 730 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Camelot Portfolios, LLC | History | No change | 67,263 | 710 | 0.5% | 0.5% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 62,179 | 657 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SMITH, MOORE & CO. | History | No change | 59,977 | 633 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 58,059 | 613 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 53,135 | 561 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 52,207 | 555 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 51,878 | 548 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Traynor Capital Management, Inc. | History | No change | 45,229 | 478 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Core Wealth Partners LLC | History | No change | 44,599 | 471 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Secure Asset Management, LLC | History | No change | 42,190 | 445 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 41,574 | 439 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 41,492 | 438 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 41,081 | 434 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 39,327 | 415 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | No change | 39,244 | 414 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AmeriServ Wealth Advisors | History | No change | 39,137 | 413 | 0.27% | 0.27% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 38,418 | 406 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH EFFECTS LLC | History | No change | 37,898 | 400 | 0.11% | 0.11% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 37,521 | 396 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Everstar Asset Management, LLC | History | No change | 37,529 | 396 | 0.19% | 0.19% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 34,487 | 364 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 33,752 | 356 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Compound Planning, Inc. | History | No change | 32,452 | 343 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RMR Wealth Builders | History | No change | 31,182 | 331 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aviance Capital Partners, LLC | History | No change | 31,123 | 328 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisors, LLC | History | No change | 30,374 | 321 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NCM Capital Management, LLC | History | No change | 30,451 | 321 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYKON CAPITAL LLC | History | No change | 30,271 | 319 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kercheville Advisors, LLC | History | No change | 29,364 | 310 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 29,062 | 307 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | No change | 28,980 | 306 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 28,620 | 302 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 27,767 | 293 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 28,583 | 293 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 26,937 | 284 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 26,941 | 284 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| StoneX Group Inc. | History | No change | 26,264 | 279 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 31,122 | 278 | 0.12% | 0.16% | 101 | -1,900 | -5.75% | Q3 2026 | Oct 01, 2026 |
| Highland Investment Advisors LLC | History | No change | 26,336 | 278 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 26,213 | 277 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chancellor Financial Group WB LP | History | No change | 26,126 | 276 | 0.17% | 0.17% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 25,893 | 273 | 0.13% | 0.13% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mirador Capital Partners LP | History | No change | 25,438 | 268 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 25,341 | 267 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Plan Group Financial, LLC | History | No change | 25,114 | 265 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 24,948 | 263 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Curi Capital, LLC | History | No change | 23,519 | 250 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XML Financial, LLC | History | No change | 23,726 | 250 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 23,588 | 249 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 22,900 | 242 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial LLC | History | No change | 22,434 | 237 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Haverford Trust Co | History | No change | 20,362 | 215 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 20,289 | 214 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 20,299 | 214 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 20,190 | 213 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,645 | 207 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 19,140 | 203 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 19,067 | 201 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 18,958 | 201 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 18,496 | 195 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avior Wealth Management, LLC | History | No change | 17,825 | 188 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LexAurum Advisors, LLC | History | No change | 17,641 | 186 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 17,269 | 182 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FF Advisors,LLC | History | No change | 16,905 | 178 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 16,671 | 176 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 15,832 | 167 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| David J Yvars Group | History | No change | 15,508 | 163 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Virtu Financial LLC | History | No change | 15,343 | 162 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 15,281 | 161 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 15,275 | 161 | 0.16% | 0.16% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 15,108 | 159 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 15,048 | 159 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Florida Trust Wealth Management Co | History | No change | 15,000 | 158 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abel Hall, LLC | History | No change | 15,000 | 158 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 14,700 | 155 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,692 | 155 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 15,000 | 153 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 15,000 | 153 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cane Capital Partners, LLC | History | No change | 14,400 | 152 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Faithward Advisors, LLC | History | No change | 14,304 | 151 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tyche Wealth Partners LLC | History | No change | 14,349 | 151 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,137 | 149 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 13,916 | 147 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Green Ridge Wealth Planning LLC | History | No change | 13,924 | 147 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 13,593 | 144 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sage Capital Management, LLC | History | No change | 13,376 | 141 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,268 | 140 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 13,177 | 139 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 13,087 | 138 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Associates, Inc. | History | No change | 12,858 | 135 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,728 | 134 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,530 | 132 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 12,502 | 132 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Wealth Network Inc. | History | No change | 12,571 | 132 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,410 | 131 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 12,463 | 131 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walker Asset Management, LLC | History | No change | 12,462 | 131 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 12,325 | 130 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 12,430 | 130 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 12,243 | 130 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Value Investment Professionals, LLC | History | No change | 12,016 | 127 | 0.11% | 0.11% | 164 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ramiah Investment Group | History | No change | 11,782 | 124 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 11,736 | 124 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,489 | 121 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | No change | 11,411 | 120 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 11,125 | 117 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 11,000 | 116 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Principle Wealth Partners LLC | History | No change | 11,000 | 116 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 11,050 | 116 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Indivisible Partners | History | No change | 11,051 | 116 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GenWealth Group, Inc. | History | No change | 10,957 | 115 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 10,475 | 110 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 10,312 | 108 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 10,150 | 107 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 10,173 | 107 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 10,063 | 106 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ceeto Capital Group, LLC | History | No change | 10,000 | 106 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 10,041 | 106 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 10,064 | 105 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Intellus Advisors LLC | History | No change | 10,000 | 105 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 7,000 | 73 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 6,486 | 68 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6,000 | 63 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 5,879 | 62 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,437 | 46 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 4,215 | 44 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 3,795 | 39 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bogart Wealth, LLC | History | No change | 3,555 | 37 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,512 | 37 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Costello Asset Management, INC | History | No change | 3,310 | 34 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | No change | 2,868 | 30 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 2,532 | 26 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,494 | 26 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,410 | 25 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bare Financial Services, Inc | History | No change | 2,173 | 22 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,000 | 21 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Daytona Street Capital LLC | History | No change | 1,812 | 18 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,587 | 16 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,603 | 16 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 1,173 | 12 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,000 | 10 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Manchester Capital Management LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,003 | 10 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 832 | 8 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MTM Investment Management, LLC | History | No change | 574 | 6 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CoreFirst Bank & Trust | History | No change | 403 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 427 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WPG Advisers, LLC | History | No change | 231 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 171 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 150 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |