VanEck Merk Gold ETF - OUNZ
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | Added to | 5,469,804 | 211,079 | 0.13% | 0.13% | 1 | +1,652,265 | 43.28% | Q2 2026 | Aug 14, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,519,350 | 135,811 | 18.57% | 23.01% | 2 | +86,138 | 2.51% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | Reduced | 3,170,456 | 122,347 | 0.03% | 0.04% | 3 | -71,355 | -2.2% | Q2 2026 | Aug 07, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 1,319,924 | 50,935 | 5.58% | 5.1% | 4 | -17,033 | -1.27% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,313,044 | 50,670 | 0.01% | 0.02% | 5 | +14,304 | 1.1% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,053,271 | 40,645 | 0.01% | 0.01% | 6 | +13,896 | 1.34% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,037,290 | 40,029 | 0.48% | 0.43% | 7 | +493,705 | 90.82% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,007,535 | 38,880 | 0.04% | 0.05% | 8 | +30,665 | 3.14% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 814,220 | 31,378 | 0.01% | 0.01% | 9 | +12,115 | 1.51% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 785,998 | 30,653 | 3.23% | 3.8% | 10 | +22,922 | 3.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 644,054 | 24,854 | 0.06% | 0.08% | 11 | -63,296 | -8.95% | Q2 2026 | Jul 27, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 619,787 | 23,917 | 1.37% | 1.08% | 12 | +266,686 | 75.53% | Q2 2026 | Aug 12, 2026 |
| Drake & Associates, LLC | History | Added to | 552,917 | 21,337 | 3.59% | 4.38% | 13 | +42,691 | 8.37% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 486,660 | 18,780 | 0.38% | 0.44% | 14 | +235,673 | 93.9% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 468,651 | 18,085 | 0.04% | 0.04% | 15 | +112,902 | 31.74% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 446,232 | 17,219 | 0.02% | 0.02% | 16 | +200,031 | 81.25% | Q2 2026 | Aug 14, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 422,678 | 16,311 | 6.36% | 9.41% | 17 | -14,849 | -3.39% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 380,529 | 15,030 | 0.03% | 0.03% | 18 | +34,736 | 10.05% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 381,430 | 14,719 | 0.07% | 0.11% | 19 | -64,656 | -14.49% | Q2 2026 | Aug 03, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 376,497 | 14,551 | 1.65% | 1.73% | 20 | -10,090 | -2.61% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 364,791 | 14,077 | 0.01% | 0.02% | 21 | -9,796 | -2.62% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 334,653 | 12,914 | 0.78% | 1.06% | 22 | +11,650 | 3.61% | Q2 2026 | Aug 07, 2026 |
| Security National Bank | History | Added to | 321,957 | 12,424 | 1.48% | 1.86% | 23 | +38,931 | 13.76% | Q2 2026 | Jul 15, 2026 |
| Solstein Capital, LLC | History | Added to | 280,248 | 10,814 | 3.7% | 4.81% | 24 | +20,294 | 7.81% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 272,802 | 10,527 | 7.1% | 7.63% | 25 | -426 | -0.16% | Q2 2026 | Jul 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 267,079 | 10,306 | 0.91% | 1.26% | 26 | -637 | -0.24% | Q2 2026 | Jul 30, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 259,990 | 10,033 | 3.96% | 4.5% | 27 | +29,911 | 13.0% | Q2 2026 | Jul 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 247,389 | 9,546 | 0.11% | 0.12% | 28 | +41,695 | 20.27% | Q2 2026 | Aug 12, 2026 |
| Smart Money Group LLC | History | Added to | 245,920 | 9,490 | 2.44% | 3.13% | 29 | +7,015 | 2.94% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 245,499 | 9,473 | 0.04% | 0.06% | 30 | -6,793 | -2.69% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 234,984 | 9,068 | 0.42% | 0.58% | 31 | +3,343 | 1.44% | Q2 2026 | Aug 04, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 210,148 | 8,109 | 0.42% | 0.57% | 32 | +7,671 | 3.79% | Q2 2026 | Jul 29, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 188,390 | 7,269 | 0.48% | 0.66% | 33 | +5,774 | 3.16% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 176,333 | 6,804 | 2.13% | 2.83% | 34 | -573 | -0.32% | Q2 2026 | Jul 27, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 174,355 | 6,728 | 3.2% | 4.08% | 35 | +11,164 | 6.84% | Q2 2026 | Jul 23, 2026 |
| PDS Planning, Inc | History | No change | 167,778 | 6,474 | 0.37% | 0.5% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 165,095 | 6,371 | 0.67% | 0.96% | 37 | -1,052 | -0.63% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | No change | 160,123 | 6,179 | 0.08% | 0.1% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 159,261 | 6,145 | 0.05% | 0.07% | 39 | -31 | -0.02% | Q2 2026 | Jul 17, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 155,892 | 6,015 | 2.16% | 4.69% | 40 | -96,794 | -38.31% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 150,889 | 5,822 | 0.0% | 0.0% | 41 | +51,159 | 51.3% | Q2 2026 | Aug 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 148,514 | 5,731 | 2.66% | 3.86% | 42 | +10,062 | 7.27% | Q2 2026 | Jul 24, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 146,727 | 5,662 | 2.63% | 2.99% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | Added to | 138,375 | 5,339 | 4.79% | 5.16% | 44 | +7,104 | 5.41% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 137,055 | 5,288 | 0.06% | 0.08% | 45 | -3,081 | -2.2% | Q2 2026 | Aug 03, 2026 |
| Guild Investment Management, Inc. | History | Added to | 127,390 | 4,915 | 3.36% | 3.96% | 46 | +4,460 | 3.63% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 125,616 | 4,847 | 0.01% | 0.01% | 47 | -8,945 | -6.65% | Q2 2026 | Jul 29, 2026 |
| Faithward Advisors, LLC | History | New | 124,231 | 4,794 | 0.59% | — | 48 | +124,231 | New | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 115,426 | 4,454 | 0.17% | 0.25% | 49 | +334 | 0.29% | Q2 2026 | Aug 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 112,189 | 4,329 | 0.43% | 0.4% | 50 | +34,018 | 43.52% | Q2 2026 | Jul 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 111,860 | 4,316 | 0.14% | 0.18% | 51 | +2,666 | 2.44% | Q2 2026 | Jul 27, 2026 |
| Plan Group Financial, LLC | History | Reduced | 105,275 | 4,062 | 0.84% | 1.17% | 52 | -5,500 | -4.97% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Added to | 96,581 | 3,727 | 0.04% | 0.04% | 53 | +11,326 | 13.28% | Q2 2026 | Jul 28, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 95,925 | 3,701 | 0.12% | 0.25% | 54 | -255 | -0.27% | Q2 2026 | Aug 06, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 94,341 | 3,640 | 1.79% | 2.34% | 55 | +7,986 | 9.25% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 93,992 | 3,627 | 0.04% | 0.05% | 56 | -1,100 | -1.16% | Q2 2026 | Aug 11, 2026 |
| Ferguson Shapiro LLC | History | New | 78,831 | 3,042 | 0.89% | — | 57 | +78,831 | New | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 77,559 | 2,993 | 0.0% | 0.01% | 58 | -17,081 | -18.05% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 75,584 | 2,916 | 0.0% | 0.0% | 59 | +23,275 | 44.5% | Q2 2026 | Aug 12, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 73,739 | 2,845 | 1.57% | 1.75% | 60 | +1,337 | 1.85% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 72,914 | 2,813 | 0.02% | 0.03% | 61 | -26,390 | -26.57% | Q2 2026 | Aug 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 69,356 | 2,739 | 0.26% | 0.32% | 62 | +11,417 | 19.71% | Q2 2026 | Jul 14, 2026 |
| Ascent Advisors, LLC | History | New | 70,352 | 2,731 | 3.15% | — | 63 | +70,352 | New | Q2 2026 | Aug 14, 2026 |
| My Portfolio Guide, LLC | History | No change | 59,075 | 2,661 | 1.47% | 1.47% | 64 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RDA Financial Network | History | Added to | 68,375 | 2,638 | 0.58% | 0.72% | 65 | +4,929 | 7.77% | Q2 2026 | Jul 06, 2026 |
| Banco BTG Pactual S.A. | History | Added to | 65,795 | 2,539 | 0.21% | 0.11% | 66 | +37,999 | 136.71% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 64,539 | 2,490 | 0.03% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 63,584 | 2,453 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 63,347 | 2,444 | 0.0% | 0.0% | 69 | -267 | -0.42% | Q2 2026 | Aug 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 62,842 | 2,425 | 0.7% | 0.95% | 70 | -3,030 | -4.6% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 62,354 | 2,406 | 0.22% | 0.26% | 71 | +10,491 | 20.23% | Q2 2026 | Jul 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 59,742 | 2,305 | 0.1% | 0.13% | 72 | -20 | -0.03% | Q2 2026 | Jul 09, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 59,265 | 2,287 | 0.14% | 0.28% | 73 | -23,980 | -28.81% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | Reduced | 57,135 | 2,204 | 0.02% | 0.04% | 74 | -12,275 | -17.68% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 55,916 | 2,157 | 0.02% | 0.03% | 75 | +6,523 | 13.21% | Q2 2026 | Aug 14, 2026 |
| Terra Nova Asset Management LLC | History | No change | 55,695 | 2,149 | 1.32% | 1.86% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | Added to | 54,928 | 2,119 | 0.0% | 0.0% | 77 | +3,505 | 6.82% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 53,894 | 2,079 | 0.13% | 0.17% | 78 | +1,412 | 2.69% | Q2 2026 | Aug 07, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 52,903 | 2,041 | 1.01% | 1.21% | 79 | +4,356 | 8.97% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 52,667 | 2,032 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Reduced | 51,764 | 1,997 | 0.05% | 0.07% | 81 | -6,044 | -10.46% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Added to | 50,795 | 1,960 | 0.01% | 0.0% | 82 | +46,825 | 1179.47% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 50,206 | 1,937 | 0.89% | 0.68% | 83 | +21,750 | 76.43% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 49,821 | 1,922 | 0.02% | 0.03% | 84 | -2,650 | -5.05% | Q2 2026 | Aug 06, 2026 |
| Castleview Partners, LLC | History | Added to | 49,205 | 1,898 | 0.83% | 0.91% | 85 | +9,887 | 25.15% | Q2 2026 | Jul 20, 2026 |
| MATAURO, LLC | History | Added to | 48,199 | 1,859 | 0.25% | 0.07% | 86 | +37,074 | 333.25% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 47,816 | 1,845 | 0.24% | 0.26% | 87 | +12,141 | 34.03% | Q2 2026 | Aug 11, 2026 |
| Waterloo Capital, L.P. | History | Added to | 46,695 | 1,801 | 0.1% | 0.09% | 88 | +17,577 | 60.36% | Q2 2026 | Jul 29, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 45,459 | 1,754 | 0.0% | 0.0% | 89 | -20,937 | -31.53% | Q2 2026 | Aug 14, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 45,106 | 1,740 | 1.45% | 2.21% | 90 | +1,792 | 4.14% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | Reduced | 44,713 | 1,725 | 0.02% | 0.05% | 91 | -61,897 | -58.06% | Q2 2026 | Jul 15, 2026 |
| SPROTT INC. | History | Reduced | 43,973 | 1,696 | 0.05% | 0.06% | 92 | -610 | -1.37% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | Added to | 43,369 | 1,673 | 0.14% | 0.12% | 93 | +15,866 | 57.69% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | Added to | 43,262 | 1,669 | 0.01% | 0.04% | 94 | +12,100 | 38.83% | Q2 2026 | Aug 10, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 43,120 | 1,664 | 0.15% | 0.2% | 95 | +1,675 | 4.04% | Q2 2026 | Jul 16, 2026 |
| HB Wealth Management, LLC | History | No change | 42,332 | 1,633 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 36,931 | 1,597 | 0.22% | 0.11% | 97 | +18,644 | 101.95% | Q2 2026 | Aug 11, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 41,093 | 1,585 | 0.12% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Assets Advisory, LLC | History | New | 39,018 | 1,526 | 0.33% | — | 99 | +39,018 | New | Q2 2026 | Jul 27, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 38,730 | 1,494 | 0.09% | 0.11% | 100 | +4,200 | 12.16% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 37,124 | 1,433 | 0.0% | 0.0% | 101 | -2,065 | -5.27% | Q2 2026 | Aug 12, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 37,050 | 1,429 | 1.2% | 1.68% | 102 | -200 | -0.54% | Q2 2026 | Jul 31, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 37,000 | 1,427 | 0.18% | 0.23% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 36,563 | 1,410 | 0.01% | 0.02% | 104 | -1,254 | -3.32% | Q2 2026 | Aug 06, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 35,845 | 1,383 | 0.12% | 0.21% | 105 | -2,880 | -7.44% | Q2 2026 | Jul 09, 2026 |
| CWC Advisors, LLC. | History | Added to | 35,703 | 1,377 | 0.61% | 0.71% | 106 | +2,437 | 7.33% | Q2 2026 | Jul 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 35,187 | 1,357 | 0.16% | 0.26% | 107 | -8,165 | -18.83% | Q2 2026 | Jul 27, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 34,200 | 1,319 | 0.28% | 0.25% | 108 | +9,203 | 36.82% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | Reduced | 33,974 | 1,311 | 0.0% | 0.0% | 109 | -3,208 | -8.63% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 31,760 | 1,225 | 0.01% | 0.02% | 110 | +1,648 | 5.47% | Q2 2026 | Aug 18, 2026 |
| Savvy Advisors, Inc. | History | New | 30,562 | 1,179 | 0.03% | — | 111 | +30,562 | New | Q2 2026 | Aug 03, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 29,792 | 1,149 | 0.35% | 1.91% | 113 | -50,711 | -62.99% | Q2 2026 | Aug 14, 2026 |
| Merk Investments LLC | History | Reduced | 29,794 | 1,149 | 0.37% | 0.42% | 112 | -4,406 | -12.88% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors, LLC | History | No change | 29,464 | 1,137 | 0.55% | 0.73% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 28,718 | 1,108 | 0.01% | 0.01% | 115 | +902 | 3.24% | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 28,240 | 1,089 | 0.11% | 0.14% | 116 | -350 | -1.22% | Q2 2026 | Jul 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 28,136 | 1,085 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bluespring Wealth Management, LLC | History | New | 27,469 | 1,060 | 0.02% | — | 118 | +27,469 | New | Q2 2026 | Aug 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 27,210 | 1,050 | 0.59% | 0.81% | 119 | -200 | -0.73% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,013 | 1,042 | 0.01% | 0.0% | 120 | +7,164 | 36.09% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 26,819 | 1,034 | 0.26% | 0.17% | 121 | +13,818 | 106.28% | Q2 2026 | Aug 27, 2026 |
| Pioneer Family Office, LLC | History | Added to | 25,595 | 987 | 0.51% | 0.7% | 122 | +1,235 | 5.07% | Q2 2026 | Jul 27, 2026 |
| NewSquare Capital LLC | History | No change | 25,500 | 984 | 0.07% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 24,820 | 957 | 0.23% | 0.27% | 124 | +3,449 | 16.14% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 24,625 | 950 | 0.01% | — | 125 | +24,625 | New | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 23,700 | 914 | 0.01% | 0.01% | 126 | -266 | -1.11% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Added to | 23,312 | 899 | 0.0% | 0.0% | 127 | +786 | 3.49% | Q2 2026 | Aug 13, 2026 |
| Wealth Quarterback LLC | History | Reduced | 22,811 | 880 | 0.27% | 0.41% | 128 | -42 | -0.18% | Q2 2026 | Jul 27, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 22,687 | 875 | 0.2% | 0.26% | 129 | -52 | -0.23% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 22,581 | 871 | 0.0% | 0.0% | 130 | -1,993 | -8.11% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 22,288 | 860 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 22,184 | 856 | 0.01% | 0.01% | 132 | -1,282 | -5.46% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 22,056 | 851 | 0.0% | 0.0% | 133 | -1,081 | -4.67% | Q2 2026 | Aug 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 22,000 | 848 | 0.09% | 0.18% | 134 | -11,000 | -33.33% | Q2 2026 | Jul 23, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 21,500 | 829 | 0.5% | 0.6% | 135 | +1,550 | 7.77% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 21,183 | 817 | 0.02% | 0.02% | 136 | +1,019 | 5.05% | Q2 2026 | Aug 11, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 20,596 | 801 | 0.19% | 0.26% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BankChampaign, National Association | History | Reduced | 20,738 | 800 | 0.61% | 0.93% | 138 | -66 | -0.32% | Q2 2026 | Jul 23, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 20,537 | 792 | 0.17% | 0.23% | 139 | -184 | -0.89% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 20,110 | 776 | 0.01% | 0.01% | 140 | +13,200 | 191.03% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 17,121 | 771 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,750 | 762 | 0.0% | 0.0% | 142 | +4,475 | 29.3% | Q2 2026 | Aug 05, 2026 |
| Texas Yale Capital Corp. | History | No change | 19,100 | 737 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | New | 19,002 | 733 | 0.0% | — | 144 | +19,002 | New | Q2 2026 | Aug 14, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 18,085 | 697 | 0.1% | 0.09% | 145 | +4,650 | 34.61% | Q2 2026 | Jul 09, 2026 |
| Invst, LLC | History | Reduced | 18,042 | 696 | 0.07% | 0.09% | 146 | -393 | -2.13% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | Added to | 17,000 | 656 | 0.07% | 0.11% | 147 | +725 | 4.45% | Q2 2026 | Aug 06, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 16,328 | 630 | 0.08% | 0.08% | 148 | +3,510 | 27.38% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,800 | 609 | 0.0% | 0.0% | 149 | -23,864 | -60.17% | Q2 2026 | Sep 02, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 15,725 | 606 | 0.07% | 0.11% | 150 | -1,350 | -7.91% | Q2 2026 | Aug 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,078 | 581 | 0.0% | 0.01% | 151 | -11,986 | -44.29% | Q2 2026 | Aug 18, 2026 |
| Beacon Bank & Trust | History | Reduced | 14,273 | 550 | 0.1% | 0.13% | 152 | -350 | -2.39% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 14,100 | 544 | 0.0% | 0.0% | 153 | -22,370 | -61.34% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 13,876 | 535 | 0.02% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,763 | 531 | 0.01% | 0.01% | 155 | +393 | 2.94% | Q2 2026 | Aug 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 13,635 | 526 | 0.08% | 0.1% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 13,405 | 517 | 0.33% | 0.35% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMITH, MOORE & CO. | History | No change | 13,335 | 514 | 0.03% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wick Capital Partners, LLC | History | No change | 13,340 | 514 | 0.08% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 13,170 | 508 | 0.0% | — | 160 | +13,170 | New | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 13,099 | 505 | 0.0% | 0.0% | 161 | +108 | 0.83% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,809 | 494 | 0.0% | 0.0% | 162 | +188 | 1.49% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 12,780 | 493 | 0.03% | 0.03% | 163 | +3,209 | 33.53% | Q2 2026 | Jul 08, 2026 |
| PFG Advisors | History | Reduced | 12,773 | 492 | 0.02% | 0.03% | 164 | -1,734 | -11.95% | Q2 2026 | Jul 16, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Reduced | 12,750 | 492 | 0.14% | 0.2% | 165 | -150 | -1.16% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,631 | 487 | 0.01% | 0.01% | 166 | +897 | 7.64% | Q2 2026 | Aug 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 12,253 | 472 | 0.08% | 0.12% | 167 | -1,589 | -11.48% | Q2 2026 | Jul 08, 2026 |
| WHITTIER TRUST CO | History | Reduced | 11,747 | 470 | 0.0% | 0.01% | 168 | -295 | -2.45% | Q2 2026 | Jul 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,100 | 466 | 0.03% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | Reduced | 11,982 | 462 | 0.08% | 0.1% | 170 | -155 | -1.28% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,862 | 457 | 0.0% | 0.0% | 171 | +48 | 0.41% | Q2 2026 | Aug 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 11,670 | 450 | 0.2% | 0.26% | 172 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,440 | 445 | 0.01% | 0.01% | 173 | -109 | -0.94% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,445 | 441 | 0.01% | 0.01% | 174 | +3,093 | 37.03% | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,400 | 439 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,300 | 436 | 0.0% | 0.0% | 176 | +4,400 | 63.77% | Q2 2026 | Aug 14, 2026 |
| Tulsa Wealth Advisors, INC | History | Reduced | 11,268 | 434 | 0.06% | 0.09% | 178 | -12 | -0.11% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 11,253 | 434 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Destiny Capital Corp/CO | History | Added to | 11,061 | 426 | 0.2% | 0.27% | 179 | +1 | 0.01% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,990 | 424 | 0.02% | 0.02% | 180 | +695 | 6.75% | Q2 2026 | Jul 27, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,950 | 422 | 0.01% | 0.06% | 181 | -46,363 | -80.89% | Q2 2026 | Aug 13, 2026 |
| Veracity Capital LLC | History | Added to | 10,738 | 414 | 0.11% | 0.16% | 182 | +650 | 6.44% | Q2 2026 | Jul 10, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 10,355 | 399 | 0.19% | 1.8% | 184 | -65,866 | -86.41% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10,355 | 399 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | New | 10,202 | 393 | 0.0% | — | 185 | +10,202 | New | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,011 | 386 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MidFirst Bank | History | No change | 10,000 | 385 | 0.03% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,732 | 375 | 0.01% | 0.01% | 188 | -27 | -0.28% | Q2 2026 | Aug 03, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 9,537 | 368 | 0.04% | 0.19% | 189 | -19,451 | -67.1% | Q2 2026 | Jul 31, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 9,473 | 365 | 0.1% | 0.1% | 190 | +2,718 | 40.24% | Q2 2026 | Jul 21, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 9,086 | 350 | 0.06% | 0.08% | 191 | +32 | 0.35% | Q2 2026 | Jul 10, 2026 |
| Dakota Wealth Management | History | Added to | 9,061 | 349 | 0.01% | 0.01% | 192 | +1,735 | 23.68% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 8,878 | 342 | 0.0% | 0.01% | 193 | +800 | 9.9% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,850 | 341 | 0.0% | 0.0% | 194 | -1,500 | -14.49% | Q2 2026 | Aug 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 8,627 | 332 | 0.02% | 0.03% | 195 | -350 | -3.9% | Q2 2026 | Jul 16, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 8,570 | 330 | 0.02% | 0.03% | 196 | -34 | -0.4% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | New | 8,500 | 328 | 0.0% | — | 197 | +8,500 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 8,392 | 323 | 0.0% | 0.0% | 198 | +1,597 | 23.5% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 8,236 | 317 | 0.15% | 0.2% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 8,003 | 308 | 0.23% | 0.33% | 200 | -265 | -3.21% | Q2 2026 | Jul 31, 2026 |
| Reliant Wealth Planning | History | Added to | 7,831 | 302 | 0.08% | 0.09% | 201 | +1,439 | 22.51% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 7,667 | 295 | 0.01% | 0.01% | 202 | -136 | -1.74% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,583 | 292 | 0.0% | 0.01% | 203 | -1,662 | -17.98% | Q2 2026 | Jul 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 7,520 | 290 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 7,506 | 289 | 0.02% | 0.02% | 205 | +2,148 | 40.09% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 7,478 | 288 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| M Wealth Management, LLC | History | No change | 7,373 | 284 | 0.22% | 0.28% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 6,100 | 274 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Morling Financial Advisors, LLC | History | New | 7,050 | 272 | 0.08% | — | 209 | +7,050 | New | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | New | 7,000 | 270 | 0.0% | — | 212 | +7,000 | New | Q2 2026 | Aug 10, 2026 |
| Shelter Rock Management, LLC | History | Added to | 7,016 | 270 | 0.26% | 0.26% | 211 | +1,562 | 28.64% | Q2 2026 | Jul 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 7,000 | 270 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 6,977 | 269 | 0.03% | 0.04% | 213 | +1,200 | 20.77% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | Reduced | 6,759 | 260 | 0.06% | 0.09% | 214 | -291 | -4.13% | Q2 2026 | Jul 13, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 6,731 | 259 | 0.02% | 0.02% | 215 | -6,151 | -47.75% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 6,700 | 258 | 0.03% | 0.03% | 216 | +1,600 | 31.37% | Q2 2026 | Jul 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,580 | 253 | 0.0% | 0.0% | 217 | +1,437 | 27.94% | Q2 2026 | Aug 19, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,421 | 247 | 0.0% | 0.0% | 218 | +475 | 7.99% | Q2 2026 | Jul 27, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 6,329 | 244 | 0.11% | — | 219 | +6,329 | New | Q2 2026 | Jul 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,221 | 240 | 0.0% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| L & S Advisors Inc | History | No change | 6,085 | 234 | 0.02% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RS CRUM INC. | History | No change | 5,860 | 226 | 0.04% | 0.05% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,853 | 225 | 0.0% | 0.0% | 223 | +4,233 | 261.3% | Q2 2026 | Aug 12, 2026 |
| Diversified Enterprises, LLC | History | No change | 5,597 | 215 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,500 | 212 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,247 | 203 | 0.02% | 0.05% | 227 | -9,955 | -65.48% | Q2 2026 | Jul 29, 2026 |
| Brooklyn Investment Group | History | No change | 4,523 | 203 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,588 | 177 | 0.0% | 0.0% | 228 | -2,103 | -31.43% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 4,550 | 175 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 3,930 | 151 | 0.04% | 0.05% | 230 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,718 | 143 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,575 | 141 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 3,226 | 124 | 0.04% | 0.03% | 233 | +1,225 | 61.22% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | Added to | 3,070 | 118 | 0.0% | 0.0% | 234 | +348 | 12.78% | Q2 2026 | Jul 30, 2026 |
| Regatta Research & Money Management | History | New | 2,757 | 106 | 0.1% | — | 235 | +2,757 | New | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 2,701 | 104 | 0.07% | 0.09% | 236 | +93 | 3.57% | Q2 2026 | Jul 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,298 | 89 | 0.0% | 0.0% | 237 | +1,228 | 114.77% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,260 | 87 | 0.01% | 0.01% | 238 | -95 | -4.03% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 77 | 0.0% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,873 | 72 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Glassman Wealth Services | History | New | 1,800 | 69 | 0.01% | — | 241 | +1,800 | New | Q2 2026 | Aug 05, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,749 | 67 | 0.02% | — | 242 | +1,749 | New | Q2 2026 | Jul 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,702 | 65 | 0.07% | 0.08% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,489 | 57 | 0.0% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,116 | 43 | 0.0% | 0.01% | 245 | -18 | -1.59% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 997 | 39 | 0.0% | 0.0% | 246 | -1,168 | -53.95% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 914 | 35 | 0.0% | 0.0% | 247 | -115 | -11.18% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 911 | 35 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archer Investment Corp | History | No change | 931 | 35 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 900 | 34 | 0.02% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 857 | 33 | 0.02% | — | 251 | +857 | New | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 816 | 31 | 0.0% | — | 252 | +816 | New | Q2 2026 | Jul 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 784 | 30 | 0.0% | 0.0% | 253 | -936 | -54.42% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 752 | 29 | 0.0% | 0.0% | 254 | +30 | 4.16% | Q2 2026 | Jul 20, 2026 |
| ATWOOD & PALMER INC | History | No change | 749 | 28 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 678 | 26 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 500 | 19 | 0.0% | — | 259 | +500 | New | Q2 2026 | Jul 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 500 | 19 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Holos Integrated Wealth LLC | History | No change | 500 | 19 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 468 | 18 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 428 | 16 | 0.0% | 0.0% | 262 | -748 | -63.61% | Q2 2026 | Aug 05, 2026 |
| Richardson Capital Management LLC | History | No change | 421 | 16 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bravera Wealth | History | No change | 429 | 16 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ankerstar Wealth, LLC | History | No change | 400 | 15 | 0.01% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 350 | 13 | 0.0% | — | 265 | +350 | New | Q2 2026 | Sep 04, 2026 |
| Noble Wealth Management PBC | History | No change | 226 | 8 | 0.0% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 174 | 6 | 0.0% | 0.0% | 267 | -963 | -84.7% | Q2 2026 | Aug 12, 2026 |
| BARD ASSOCIATES INC | History | No change | 100 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westend Capital Management, LLC | History | Added to | 40 | 1 | 0.0% | 0.0% | 270 | +10 | 33.33% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hickory Point Bank & Trust | History | No change | 29 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -259,375 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -99,805 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.04% | — | -89,476 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -69,122 | -100.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -56,437 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -35,750 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.09% | — | -25,807 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,525 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.28% | — | -18,806 | -100.0% | Q2 2026 | Aug 13, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -13,402 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,344 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | — | — | -10,000 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,500 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Laidlaw Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -9,047 | -100.0% | Q2 2026 | Aug 11, 2026 |
| WealthPlan Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,458 | -100.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,642 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PCG Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,546 | -100.0% | Q2 2026 | Aug 03, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,100 | -100.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,060 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,925 | -100.0% | Q2 2026 | Jul 17, 2026 |
| TTP Investments, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,899 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,774 | -100.0% | Q2 2026 | Aug 07, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,675 | -100.0% | Q2 2026 | Jul 09, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,596 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,584 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,500 | -100.0% | Q2 2026 | Aug 03, 2026 |