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.
Details.
Rows: 0
| 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 | No change | 5,469,804 | 211,079 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 3,535,862 | 141,080 | 17.04% | 18.57% | 2 | +16,512 | 0.47% | Q3 2026 | Oct 23, 2026 |
| LPL Financial LLC | History | No change | 3,170,456 | 122,347 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 1,319,924 | 50,935 | 5.58% | 5.58% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,313,044 | 50,670 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,053,271 | 40,645 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,037,290 | 40,029 | 0.48% | 0.48% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 1,007,535 | 38,880 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 814,220 | 31,378 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 783,285 | 31,253 | 2.68% | 3.23% | 10 | -2,713 | -0.35% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 665,154 | 26,540 | 0.06% | 0.06% | 11 | +21,100 | 3.28% | Q3 2026 | Nov 02, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 619,787 | 23,917 | 1.37% | 1.37% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Drake & Associates, LLC | History | No change | 552,917 | 21,337 | 3.59% | 3.59% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 486,660 | 18,780 | 0.38% | 0.38% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 468,651 | 18,085 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 446,232 | 17,219 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kiker Wealth Management, LLC | History | No change | 422,678 | 16,311 | 6.36% | 6.36% | 17 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 373,719 | 15,987 | 1.31% | 1.65% | 18 | -2,778 | -0.74% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 389,786 | 15,466 | 0.02% | 0.03% | 19 | +9,257 | 2.43% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 381,430 | 14,719 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 364,791 | 14,077 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 334,653 | 12,914 | 0.78% | 0.78% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 294,079 | 11,733 | 1.03% | 0.91% | 23 | +27,000 | 10.11% | Q3 2026 | Nov 02, 2026 |
| Solstein Capital, LLC | History | Added to | 281,284 | 11,223 | 3.95% | 3.7% | 24 | +1,036 | 0.37% | Q3 2026 | Nov 02, 2026 |
| Accordant Advisory Group Inc | History | Added to | 279,054 | 11,134 | 6.98% | 7.1% | 25 | +6,252 | 2.29% | Q3 2026 | Oct 29, 2026 |
| Dogwood Wealth Management LLC | History | No change | 259,990 | 10,033 | 3.96% | 3.96% | 26 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Advisory Services Network, LLC | History | No change | 247,389 | 9,546 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smart Money Group LLC | History | No change | 245,920 | 9,490 | 2.44% | 2.44% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 245,499 | 9,473 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Security National Bank | History | Reduced | 233,627 | 9,321 | 1.08% | 1.48% | 30 | -88,330 | -27.44% | Q3 2026 | Oct 26, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 234,984 | 9,068 | 0.42% | 0.42% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 210,148 | 8,109 | 0.42% | 0.42% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 188,390 | 7,269 | 0.48% | 0.48% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 175,246 | 6,992 | 2.19% | 2.13% | 34 | -1,087 | -0.62% | Q3 2026 | Oct 23, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 174,355 | 6,728 | 3.2% | 3.2% | 35 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PDS Planning, Inc | History | No change | 167,778 | 6,694 | 0.38% | 0.37% | 36 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 160,914 | 6,420 | 0.05% | 0.05% | 37 | +1,653 | 1.04% | Q3 2026 | Oct 08, 2026 |
| Forum Financial Management, LP | History | No change | 160,123 | 6,388 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Lifeworks Advisors, LLC | History | No change | 165,095 | 6,371 | 0.67% | 0.67% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 146,258 | 5,835 | 2.55% | 2.63% | 40 | -469 | -0.32% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 150,889 | 5,822 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 148,514 | 5,731 | 2.66% | 2.66% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 139,967 | 5,584 | 1.99% | 2.16% | 43 | -15,925 | -10.22% | Q3 2026 | Oct 23, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | Added to | 139,505 | 5,566 | 4.85% | 4.79% | 44 | +1,130 | 0.82% | Q3 2026 | Oct 30, 2026 |
| Guild Investment Management, Inc. | History | Added to | 129,090 | 5,150 | 3.28% | 3.36% | 45 | +1,700 | 1.33% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 120,852 | 4,821 | 0.05% | 0.06% | 46 | -16,203 | -11.82% | Q3 2026 | Oct 26, 2026 |
| Faithward Advisors, LLC | History | No change | 124,231 | 4,794 | 0.59% | 0.59% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 116,589 | 4,651 | 0.49% | 0.43% | 48 | +4,400 | 3.92% | Q3 2026 | Oct 16, 2026 |
| Plan Group Financial, LLC | History | Added to | 114,225 | 4,519 | 0.89% | 0.84% | 49 | +8,950 | 8.5% | Q3 2026 | Oct 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 115,426 | 4,454 | 0.17% | 0.17% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 110,833 | 4,422 | 0.01% | 0.01% | 51 | -14,783 | -11.77% | Q3 2026 | Nov 02, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 111,860 | 4,316 | 0.14% | 0.14% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 107,272 | 4,280 | 0.12% | 0.12% | 53 | +11,347 | 11.83% | Q3 2026 | Oct 23, 2026 |
| Ferguson Shapiro LLC | History | Added to | 99,661 | 3,976 | 1.16% | 0.89% | 54 | +20,830 | 26.42% | Q3 2026 | Oct 16, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 96,916 | 3,866 | 1.86% | 1.79% | 55 | +2,575 | 2.73% | Q3 2026 | Oct 22, 2026 |
| Transce3nd, LLC | History | New | 96,371 | 3,825 | 3.81% | — | 56 | +96,371 | New | Q3 2026 | Oct 26, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 93,992 | 3,627 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 85,115 | 3,396 | 0.2% | 0.14% | 58 | +25,850 | 43.62% | Q3 2026 | Oct 30, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 84,682 | 3,378 | 1.83% | 1.57% | 59 | +10,943 | 14.84% | Q3 2026 | Nov 03, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 79,231 | 3,168 | 0.27% | 0.26% | 60 | +9,875 | 14.24% | Q3 2026 | Oct 20, 2026 |
| MATAURO, LLC | History | Added to | 77,080 | 3,075 | 0.38% | 0.25% | 61 | +28,881 | 59.92% | Q3 2026 | Nov 03, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 75,190 | 3,000 | 1.93% | 1.32% | 62 | +19,495 | 35.0% | Q3 2026 | Oct 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 77,559 | 2,993 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 74,108 | 2,956 | 0.03% | 0.04% | 64 | -22,473 | -23.27% | Q3 2026 | Oct 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 75,584 | 2,916 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 72,770 | 2,903 | 0.26% | 0.22% | 66 | +10,416 | 16.7% | Q3 2026 | Nov 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 72,914 | 2,813 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ascent Advisors, LLC | History | No change | 70,352 | 2,731 | 3.15% | 3.15% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 65,687 | 2,620 | 0.0% | 0.0% | 69 | +2,340 | 3.69% | Q3 2026 | Nov 02, 2026 |
| Banco BTG Pactual S.A. | History | No change | 65,795 | 2,539 | 0.21% | 0.21% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 64,539 | 2,490 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 63,584 | 2,453 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 60,192 | 2,401 | 0.1% | 0.1% | 73 | +450 | 0.75% | Q3 2026 | Oct 21, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 58,352 | 2,328 | 0.17% | 0.12% | 74 | +17,259 | 42.0% | Q3 2026 | Oct 22, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 56,209 | 2,242 | 1.74% | 1.45% | 75 | +11,103 | 24.62% | Q3 2026 | Nov 04, 2026 |
| RDA Financial Network | History | Reduced | 55,534 | 2,215 | 0.48% | 0.58% | 76 | -12,841 | -18.78% | Q3 2026 | Oct 15, 2026 |
| Summit Financial, LLC | History | No change | 57,135 | 2,204 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 55,916 | 2,157 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 54,928 | 2,119 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 53,894 | 2,079 | 0.13% | 0.13% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 52,903 | 2,041 | 1.01% | 1.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 52,667 | 2,032 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Castleview Partners, LLC | History | Added to | 50,506 | 2,015 | 0.88% | 0.83% | 83 | +1,301 | 2.64% | Q3 2026 | Oct 09, 2026 |
| MAI Capital Management | History | No change | 50,795 | 1,960 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 50,206 | 1,937 | 0.89% | 0.89% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 49,821 | 1,922 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sigma Planning Corp | History | Reduced | 47,192 | 1,882 | 0.05% | 0.05% | 87 | -4,572 | -8.83% | Q3 2026 | Oct 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 46,267 | 1,846 | 0.01% | 0.01% | 88 | +3,935 | 9.3% | Q3 2026 | Oct 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 47,816 | 1,845 | 0.24% | 0.24% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waterloo Capital, L.P. | History | No change | 46,695 | 1,801 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 45,459 | 1,754 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 43,045 | 1,717 | 0.49% | 0.7% | 92 | -19,797 | -31.5% | Q3 2026 | Oct 21, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 43,048 | 1,717 | 0.17% | 0.15% | 93 | -72 | -0.17% | Q3 2026 | Oct 14, 2026 |
| SPROTT INC. | History | No change | 43,973 | 1,696 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 43,369 | 1,673 | 0.14% | 0.14% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 43,262 | 1,669 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Reduced | 40,968 | 1,634 | 0.02% | 0.02% | 97 | -3,745 | -8.38% | Q3 2026 | Oct 22, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 36,931 | 1,597 | 0.22% | 0.22% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 38,730 | 1,545 | 0.09% | 0.09% | 99 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 37,972 | 1,509 | 0.33% | 0.33% | 100 | -1,046 | -2.68% | Q3 2026 | Oct 28, 2026 |
| CWC Advisors, LLC. | History | Added to | 37,029 | 1,477 | 0.69% | 0.61% | 101 | +1,326 | 3.71% | Q3 2026 | Oct 15, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 37,000 | 1,476 | 0.21% | 0.18% | 102 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 37,124 | 1,433 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 36,563 | 1,410 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 35,845 | 1,383 | 0.12% | 0.12% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 34,197 | 1,359 | 0.15% | 0.16% | 106 | -990 | -2.81% | Q3 2026 | Oct 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 33,703 | 1,344 | 0.33% | 0.26% | 107 | +6,884 | 25.67% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Wealth | History | No change | 33,974 | 1,311 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 31,140 | 1,242 | 0.12% | 0.11% | 109 | +2,900 | 10.27% | Q3 2026 | Oct 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 31,760 | 1,225 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ascentis Independent Advisors | History | New | 30,388 | 1,212 | 0.07% | — | 111 | +30,388 | New | Q3 2026 | Nov 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 30,562 | 1,179 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WESPAC Advisors, LLC | History | No change | 29,464 | 1,175 | 0.59% | 0.55% | 113 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Merk Investments LLC | History | No change | 29,794 | 1,149 | 0.37% | 0.37% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 29,792 | 1,149 | 0.35% | 0.35% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 28,535 | 1,138 | 0.13% | 0.07% | 116 | +12,810 | 81.46% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 28,718 | 1,108 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 27,210 | 1,085 | 0.6% | 0.59% | 118 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 28,136 | 1,085 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 27,469 | 1,060 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 27,013 | 1,042 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 26,050 | 1,039 | 0.7% | 0.5% | 122 | +4,550 | 21.16% | Q3 2026 | Nov 05, 2026 |
| NewSquare Capital LLC | History | No change | 25,500 | 984 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pioneer Family Office, LLC | History | Reduced | 24,465 | 976 | 0.49% | 0.51% | 124 | -1,130 | -4.41% | Q3 2026 | Oct 30, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 24,820 | 957 | 0.23% | 0.23% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 24,625 | 950 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 23,227 | 926 | 0.22% | 0.2% | 127 | +540 | 2.38% | Q3 2026 | Oct 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 23,700 | 914 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 23,312 | 899 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 22,913 | 885 | 0.06% | 0.02% | 131 | +17,666 | 336.69% | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 22,184 | 885 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Wealth Quarterback LLC | History | Reduced | 22,103 | 881 | 0.27% | 0.27% | 132 | -708 | -3.1% | Q3 2026 | Oct 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 21,655 | 864 | 0.01% | 0.01% | 133 | +1,545 | 7.68% | Q3 2026 | Oct 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,056 | 851 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,204 | 806 | 0.0% | 0.0% | 135 | -2,377 | -10.53% | Q3 2026 | Nov 02, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 20,596 | 801 | 0.19% | 0.19% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BankChampaign, National Association | History | Reduced | 19,941 | 795 | 0.66% | 0.61% | 137 | -797 | -3.84% | Q3 2026 | Oct 19, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 19,918 | 794 | 0.09% | 0.09% | 138 | -2,082 | -9.46% | Q3 2026 | Oct 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,750 | 762 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 19,035 | 759 | 0.12% | 0.1% | 140 | +950 | 5.25% | Q3 2026 | Oct 14, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 18,850 | 752 | 0.64% | 1.2% | 141 | -18,200 | -49.12% | Q3 2026 | Oct 29, 2026 |
| Texas Yale Capital Corp. | History | No change | 19,100 | 737 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 19,002 | 733 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 17,820 | 711 | 0.0% | 0.0% | 144 | -4,468 | -20.05% | Q3 2026 | Nov 05, 2026 |
| Invst, LLC | History | No change | 18,042 | 696 | 0.07% | 0.07% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 17,314 | 690 | 0.02% | 0.02% | 146 | -3,869 | -18.26% | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 16,769 | 669 | 0.45% | — | 147 | +16,769 | New | Q3 2026 | Oct 09, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,510 | 658 | 0.04% | 0.03% | 148 | +3,730 | 29.19% | Q3 2026 | Oct 08, 2026 |
| Maridea Wealth Management LLC | History | No change | 17,000 | 656 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PW Nova Financial Services LLC | History | Reduced | 15,579 | 621 | 0.13% | 0.17% | 150 | -4,958 | -24.14% | Q3 2026 | Oct 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,800 | 609 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 14,945 | 596 | 0.07% | 0.03% | 152 | +8,245 | 123.06% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,078 | 581 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,815 | 551 | 0.01% | 0.01% | 154 | +52 | 0.38% | Q3 2026 | Oct 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 14,100 | 544 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 13,876 | 535 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 13,405 | 534 | 0.35% | 0.33% | 157 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 13,635 | 526 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SMITH, MOORE & CO. | History | No change | 13,335 | 514 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wick Capital Partners, LLC | History | No change | 13,340 | 514 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 13,170 | 508 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 13,099 | 505 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,809 | 494 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 12,750 | 492 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,318 | 491 | 0.01% | 0.01% | 165 | +873 | 7.63% | Q3 2026 | Oct 23, 2026 |
| PFG Advisors | History | Reduced | 12,250 | 488 | 0.02% | 0.02% | 166 | -523 | -4.09% | Q3 2026 | Oct 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,631 | 487 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | New | 12,491 | 481 | 0.03% | — | 168 | +12,491 | New | Q3 2026 | Nov 03, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 11,896 | 474 | 0.08% | 0.08% | 169 | -357 | -2.91% | Q3 2026 | Oct 08, 2026 |
| WHITTIER TRUST CO | History | No change | 11,747 | 470 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,100 | 466 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 11,982 | 462 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 11,575 | 461 | 0.27% | 0.02% | 173 | +10,718 | 1250.64% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,862 | 457 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,400 | 454 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Destiny Capital Corp/CO | History | Added to | 11,076 | 441 | 0.21% | 0.2% | 176 | +15 | 0.14% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,300 | 436 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,348 | 435 | 0.01% | 0.01% | 178 | -92 | -0.8% | Q3 2026 | Oct 26, 2026 |
| Keystone Financial Group | History | No change | 11,253 | 434 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 11,268 | 434 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 10,777 | 430 | 0.02% | 0.02% | 181 | -213 | -1.94% | Q3 2026 | Oct 23, 2026 |
| Sowell Financial Services LLC | History | New | 10,621 | 423 | 0.01% | — | 182 | +10,621 | New | Q3 2026 | Oct 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,950 | 422 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10,355 | 413 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 9,905 | 395 | 0.05% | 0.08% | 185 | -6,423 | -39.34% | Q3 2026 | Oct 30, 2026 |
| UBS Group AG | History | No change | 10,202 | 393 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,708 | 387 | 0.01% | 0.01% | 187 | -24 | -0.25% | Q3 2026 | Oct 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,011 | 386 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MidFirst Bank | History | No change | 10,000 | 385 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Warwick Investment Management, Inc. | History | No change | 9,537 | 380 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Beacon Bank & Trust | History | Reduced | 9,298 | 370 | 0.07% | 0.1% | 191 | -4,975 | -34.86% | Q3 2026 | Oct 27, 2026 |
| Wealth Management Associates, Inc. | History | No change | 9,473 | 365 | 0.1% | 0.1% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 8,986 | 358 | 0.02% | 0.02% | 193 | +359 | 4.16% | Q3 2026 | Oct 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 8,868 | 353 | 0.0% | 0.0% | 194 | +1,868 | 26.69% | Q3 2026 | Nov 05, 2026 |
| Dakota Wealth Management | History | No change | 9,061 | 349 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 8,702 | 347 | 0.01% | 0.0% | 196 | +7,950 | 1057.18% | Q3 2026 | Oct 16, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 8,690 | 346 | 0.02% | 0.02% | 197 | +120 | 1.4% | Q3 2026 | Oct 26, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 8,614 | 343 | 0.16% | 0.19% | 198 | -1,741 | -16.81% | Q3 2026 | Oct 15, 2026 |
| Pure Financial Advisors, LLC | History | No change | 8,878 | 342 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,850 | 341 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veracity Capital LLC | History | Reduced | 8,406 | 335 | 0.09% | 0.11% | 201 | -2,332 | -21.72% | Q3 2026 | Oct 08, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 8,362 | 333 | 0.06% | 0.06% | 202 | -724 | -7.97% | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 8,500 | 328 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 8,236 | 328 | 0.15% | 0.15% | 204 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,392 | 323 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 8,011 | 319 | 0.22% | 0.23% | 206 | +8 | 0.1% | Q3 2026 | Nov 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 7,667 | 305 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MGO ONE SEVEN LLC | History | No change | 7,583 | 302 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Reliant Wealth Planning | History | No change | 7,831 | 302 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Asset Management, LLC | History | New | 7,485 | 298 | 0.03% | — | 211 | +7,485 | New | Q3 2026 | Nov 05, 2026 |
| CWA Asset Management Group, LLC | History | No change | 7,478 | 298 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| M Wealth Management, LLC | History | No change | 7,373 | 294 | 0.23% | 0.22% | 212 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,355 | 293 | 0.01% | — | 213 | +7,355 | New | Q3 2026 | Oct 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 7,520 | 290 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,506 | 289 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shelter Rock Management, LLC | History | Added to | 7,088 | 285 | 0.27% | 0.26% | 216 | +72 | 1.03% | Q3 2026 | Oct 08, 2026 |
| Morling Financial Advisors, LLC | History | No change | 7,050 | 281 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Main Street Group, LTD | History | Added to | 7,001 | 279 | 0.06% | 0.06% | 218 | +242 | 3.58% | Q3 2026 | Oct 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 7,000 | 270 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 6,760 | 269 | 0.11% | 0.2% | 220 | -4,910 | -42.07% | Q3 2026 | Nov 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 6,977 | 269 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 6,980 | 269 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,731 | 259 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,580 | 253 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Lake Hills Wealth Management, LLC | History | No change | 6,329 | 252 | 0.12% | 0.11% | 225 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| StoneX Group Inc. | History | New | 6,227 | 248 | 0.01% | — | 226 | +6,227 | New | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 6,421 | 247 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XML Financial, LLC | History | New | 6,090 | 242 | 0.02% | — | 228 | +6,090 | New | Q3 2026 | Oct 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,221 | 240 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| L & S Advisors Inc | History | No change | 6,085 | 234 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RS CRUM INC. | History | No change | 5,860 | 233 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,853 | 225 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,500 | 219 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bank of New York Mellon Corp | History | New | 5,117 | 204 | 0.0% | — | 234 | +5,117 | New | Q3 2026 | Nov 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 4,588 | 177 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 4,550 | 175 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,718 | 143 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,575 | 141 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DeDora Capital, Inc. | History | New | 3,291 | 131 | 0.03% | — | 239 | +3,291 | New | Q3 2026 | Oct 26, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 3,226 | 128 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 2,873 | 115 | 0.15% | — | 242 | +2,873 | New | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Reduced | 2,884 | 115 | 0.0% | 0.0% | 241 | -186 | -6.06% | Q3 2026 | Oct 21, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 2,762 | 110 | 0.08% | 0.07% | 243 | +61 | 2.26% | Q3 2026 | Oct 19, 2026 |
| Regatta Research & Money Management | History | No change | 2,757 | 106 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,260 | 90 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BESSEMER GROUP INC | History | No change | 2,298 | 89 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 79 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,873 | 74 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Glassman Wealth Services | History | No change | 1,800 | 69 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,702 | 67 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,489 | 59 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 997 | 39 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 931 | 37 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 911 | 36 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 914 | 35 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 900 | 34 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 835 | 33 | 0.0% | 0.0% | 257 | +661 | 379.89% | Q3 2026 | Nov 04, 2026 |
| Atomic Invest LLC | History | No change | 870 | 33 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 816 | 32 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 784 | 30 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 749 | 29 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 678 | 26 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 621 | 24 | 0.0% | 0.0% | 263 | -495 | -44.35% | Q3 2026 | Oct 07, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 511 | 20 | 0.01% | 0.02% | 264 | -1,238 | -70.78% | Q3 2026 | Oct 13, 2026 |
| Private Wealth Management Group, LLC | History | New | 500 | 19 | 0.0% | — | 268 | +500 | New | Q3 2026 | Oct 19, 2026 |
| SJS Investment Consulting Inc. | History | No change | 500 | 19 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 500 | 19 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Holos Integrated Wealth LLC | History | No change | 500 | 19 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | No change | 468 | 18 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Richardson Capital Management LLC | History | No change | 421 | 16 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bravera Wealth | History | No change | 429 | 16 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ankerstar Wealth, LLC | History | No change | 400 | 15 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 340 | 13 | 0.01% | — | 274 | +340 | New | Q3 2026 | Oct 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 350 | 13 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | New | 300 | 12 | 0.0% | — | 275 | +300 | New | Q3 2026 | Oct 02, 2026 |
| Noble Wealth Management PBC | History | No change | 226 | 9 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Ascentis Wealth Management, LLC | History | New | 221 | 8 | 0.0% | — | 277 | +221 | New | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 167 | 6 | 0.0% | 0.0% | 278 | -261 | -60.98% | Q3 2026 | Nov 03, 2026 |
| Bare Financial Services, Inc | History | New | 161 | 6 | 0.0% | — | 279 | +161 | New | Q3 2026 | Nov 04, 2026 |
| Balance Wealth Partners LLC | History | New | 118 | 4 | 0.0% | — | 280 | +118 | New | Q3 2026 | Oct 27, 2026 |
| BARD ASSOCIATES INC | History | No change | 100 | 3 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westend Capital Management, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| American Capital Advisory, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Hickory Point Bank & Trust | History | No change | 29 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -34,200 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Diversified Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,597 | -100.0% | Q3 2026 | Oct 19, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,930 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Larson Financial Group LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Nov 05, 2026 |
| CITIGROUP INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |