PLAINS ALL AMERICAN PIPELINE LP - PAA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Reduced | 70,510,853 | 1,569,571 | 7.36% | 7.68% | 1 | -2,596,217 | -3.55% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | Reduced | 33,326,777 | 741,854 | 0.06% | 0.11% | 2 | -58,785 | -0.18% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | Added to | 20,183,446 | 449,283 | 1.36% | 1.63% | 3 | +1,442,644 | 7.7% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,708,480 | 394,190 | 0.47% | 0.52% | 4 | +656,898 | 3.85% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 15,960,527 | 355,281 | 0.03% | 0.04% | 5 | -580,280 | -3.51% | Q2 2026 | Aug 14, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 13,603,422 | 302,812 | 3.08% | 2.51% | 6 | +2,810,890 | 26.04% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 10,887,631 | 242,358 | 0.01% | 0.02% | 7 | -513,407 | -4.5% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 10,572,985 | 235,354 | 0.03% | 0.03% | 8 | +1,804,581 | 20.58% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 6,191,802 | 137,829 | 2.7% | 2.65% | 9 | -8,834 | -0.14% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,968,377 | 109,900 | 0.01% | 0.01% | 10 | +1,062,055 | 27.19% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,949,624 | 87,918 | 0.01% | 0.01% | 11 | -952,531 | -19.43% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 3,781,949 | 84,186 | 0.1% | 0.11% | 12 | +19,960 | 0.53% | Q2 2026 | Aug 13, 2026 |
| Fractal Investments LLC | History | No change | 3,625,784 | 80,709 | 9.31% | 9.58% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BERKLEY W R CORP | History | Added to | 3,184,307 | 70,882 | 3.38% | 3.22% | 14 | +500,000 | 18.63% | Q2 2026 | Aug 14, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Reduced | 2,995,408 | 66,677 | 3.9% | 4.81% | 15 | -94,584 | -3.06% | Q2 2026 | Aug 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 2,992,424 | 66,611 | 1.77% | 1.71% | 16 | +190,823 | 6.81% | Q2 2026 | Jul 31, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,744,594 | 61,094 | 0.01% | 0.01% | 17 | -37,806 | -1.36% | Q2 2026 | Sep 02, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,670,671 | 59,449 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 2,616,369 | 58,240 | 2.09% | 2.09% | 19 | -37,316 | -1.41% | Q2 2026 | Jul 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,463,528 | 56,490 | 0.02% | 0.04% | 20 | -874,272 | -26.19% | Q2 2026 | Aug 13, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 2,422,915 | 53,934 | 0.07% | 0.11% | 21 | -1,268,520 | -34.36% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,383,300 | 53,052 | 0.07% | 0.13% | 22 | -611,100 | -20.41% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 2,334,287 | 51,961 | 0.01% | 0.01% | 23 | +1,327 | 0.06% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,294,091 | 51,066 | 0.0% | 0.01% | 24 | +6,793 | 0.3% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | Reduced | 2,200,300 | 48,978 | 0.1% | 0.19% | 25 | -1,451,400 | -39.75% | Q2 2026 | Aug 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 2,200,185 | 48,976 | 1.62% | 1.82% | 26 | -65,800 | -2.9% | Q2 2026 | Jul 30, 2026 |
| COHEN & STEERS, INC. | History | No change | 1,979,254 | 44,058 | 0.07% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,883,597 | 41,928 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | Reduced | 1,874,595 | 41,728 | 0.08% | 0.13% | 29 | -377,039 | -16.75% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,681,000 | 37,419 | 0.0% | 0.01% | 30 | -861,360 | -33.88% | Q2 2026 | Aug 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 1,676,900 | 37,327 | 0.35% | 0.41% | 31 | -100,000 | -5.63% | Q2 2026 | Aug 13, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,657,477 | 36,895 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 1,604,386 | 35,713 | 0.07% | 0.04% | 33 | +819,307 | 104.36% | Q2 2026 | Aug 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,512,541 | 33,669 | 0.25% | 0.25% | 34 | -25,686 | -1.67% | Q2 2026 | Aug 14, 2026 |
| Energy Income Partners, LLC | History | Reduced | 1,310,687 | 29,175 | 0.46% | 0.48% | 35 | -13,205 | -1.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,302,560 | 28,994 | 0.0% | 0.01% | 36 | -304,949 | -18.97% | Q2 2026 | Aug 14, 2026 |
| Bollard Group LLC | History | Added to | 1,264,189 | 28,141 | 0.86% | 0.8% | 37 | +48,333 | 3.98% | Q2 2026 | Aug 12, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 1,230,349 | 27,387 | 5.6% | 5.73% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Added to | 1,054,411 | 23,471 | 0.02% | 0.03% | 39 | +37,976 | 3.74% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 1,036,399 | 23,070 | 0.01% | 0.0% | 40 | +572,387 | 123.36% | Q2 2026 | Aug 03, 2026 |
| Epoch Investment Partners, Inc. | History | New | 995,956 | 22,169 | 0.13% | — | 41 | +995,956 | New | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 863,186 | 19,214 | 0.01% | 0.01% | 42 | +23,389 | 2.79% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 834,226 | 18,569 | 0.0% | 0.0% | 43 | +74,947 | 9.87% | Q2 2026 | Aug 07, 2026 |
| Adams Asset Advisors, LLC | History | No change | 823,061 | 18,321 | 2.08% | 2.06% | 44 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 812,800 | 18,092 | 0.0% | 0.01% | 45 | -314,900 | -27.92% | Q2 2026 | Aug 06, 2026 |
| NEOS Investment Management LLC | History | Added to | 774,913 | 17,249 | 0.06% | 0.06% | 46 | +199,296 | 34.62% | Q2 2026 | Aug 11, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | No change | 753,200 | 16,766 | 0.26% | 0.46% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | Added to | 700,847 | 15,600 | 0.05% | 0.03% | 48 | +398,404 | 131.73% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 687,099 | 15,294 | 0.01% | 0.01% | 49 | -226,501 | -24.79% | Q2 2026 | Aug 12, 2026 |
| Texas Yale Capital Corp. | History | Added to | 672,189 | 14,962 | 0.32% | 0.42% | 50 | +6,326 | 0.95% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 660,898 | 14,711 | 0.02% | 0.02% | 51 | +6,632 | 1.01% | Q2 2026 | Aug 12, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 602,300 | 13,407 | 7.25% | 7.42% | 52 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 592,342 | 13,185 | 0.08% | 0.1% | 53 | -30,453 | -4.89% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | Reduced | 565,825 | 12,595 | 0.28% | 0.34% | 54 | -13,223 | -2.28% | Q2 2026 | Aug 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 553,859 | 12,328 | 0.0% | 0.0% | 55 | -20,748 | -3.61% | Q2 2026 | Aug 12, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 528,931 | 11,774 | 2.21% | 2.5% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 517,508 | 11,520 | 0.0% | 0.0% | 57 | -99,562 | -16.13% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 500,040 | 11,130 | 0.13% | 0.16% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 457,617 | 10,186 | 0.05% | 0.08% | 59 | -67,995 | -12.94% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 450,960 | 10,038 | 0.15% | 0.16% | 60 | +14,331 | 3.28% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 446,981 | 9,949 | 0.0% | 0.0% | 61 | -901 | -0.2% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 441,158 | 9,820 | 0.17% | 0.19% | 62 | +22,296 | 5.32% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 438,234 | 9,755 | 0.01% | 0.01% | 63 | +4,420 | 1.02% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 421,993 | 9,393 | 0.06% | 0.0% | 64 | +419,033 | 14156.52% | Q2 2026 | Aug 10, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | Added to | 419,000 | 9,326 | 3.29% | 3.42% | 65 | +6,500 | 1.58% | Q2 2026 | Aug 12, 2026 |
| HENNESSY ADVISORS INC | History | No change | 403,256 | 8,976 | 0.29% | 0.33% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 379,437 | 8,472 | 0.21% | 0.21% | 67 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 364,794 | 8,120 | 0.0% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 361,484 | 8,046 | 0.0% | 0.0% | 69 | -1,753 | -0.48% | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth LP | History | Reduced | 317,624 | 7,070 | 0.01% | 0.01% | 70 | -89,556 | -21.99% | Q2 2026 | Aug 27, 2026 |
| Cetera Investment Advisers | History | Added to | 281,020 | 6,255 | 0.01% | 0.01% | 71 | +45,200 | 19.17% | Q2 2026 | Aug 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 259,041 | 5,766 | 0.07% | 0.08% | 72 | +2,800 | 1.09% | Q2 2026 | Aug 07, 2026 |
| BFSG, LLC | History | Reduced | 253,823 | 5,650 | 0.5% | 0.54% | 73 | -330 | -0.13% | Q2 2026 | Jul 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 217,769 | 5,376 | 0.11% | 0.1% | 74 | +12,546 | 6.11% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 231,686 | 5,157 | 0.0% | 0.0% | 75 | -1,686 | -0.72% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 230,115 | 5,122 | 0.01% | 0.01% | 76 | +19,875 | 9.45% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 226,214 | 5,035 | 0.01% | 0.0% | 77 | +76,173 | 50.77% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Added to | 220,043 | 4,898 | 0.0% | 0.0% | 78 | +25 | 0.01% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 216,313 | 4,815 | 0.02% | 0.03% | 79 | -14,510 | -6.29% | Q2 2026 | Aug 10, 2026 |
| Indivisible Partners | History | New | 212,753 | 4,735 | 0.27% | — | 80 | +212,753 | New | Q2 2026 | Aug 04, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 211,034 | 4,697 | 0.14% | 0.16% | 81 | -3,393 | -1.58% | Q2 2026 | Jul 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 210,249 | 4,680 | 0.0% | 0.0% | 82 | +4,789 | 2.33% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 200,924 | 4,472 | 0.2% | 0.23% | 83 | +8,117 | 4.21% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | Reduced | 197,015 | 4,385 | 0.0% | 0.0% | 84 | -1,044 | -0.53% | Q2 2026 | Aug 11, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 182,065 | 4,052 | 0.55% | 0.61% | 85 | +450 | 0.25% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 180,013 | 4,007 | 0.02% | 0.02% | 86 | +8,732 | 5.1% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 174,921 | 4,003 | 0.01% | 0.01% | 87 | +19,839 | 12.79% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 176,691 | 3,933 | 0.01% | 0.02% | 88 | +872 | 0.5% | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | Added to | 174,230 | 3,878 | 1.67% | 1.71% | 89 | +14,663 | 9.19% | Q2 2026 | Aug 10, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 171,300 | 3,813 | 0.72% | 0.8% | 90 | -11,000 | -6.03% | Q2 2026 | Jul 14, 2026 |
| Rydar Equities, Inc. | History | Added to | 149,464 | 3,606 | 2.03% | 1.88% | 91 | +40,722 | 37.45% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 155,119 | 3,452 | 0.0% | 0.0% | 92 | -960 | -0.62% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 149,373 | 3,325 | 0.01% | 0.01% | 93 | +8,755 | 6.23% | Q2 2026 | Jul 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 147,028 | 3,272 | 0.0% | 0.0% | 94 | -20,877 | -12.43% | Q2 2026 | Aug 11, 2026 |
| GraniteShares Advisors LLC | History | Added to | 145,878 | 3,247 | 2.09% | 2.04% | 95 | +19,208 | 15.16% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 145,146 | 3,230 | 0.0% | 0.0% | 96 | +111,182 | 327.35% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 145,052 | 3,228 | 0.0% | 0.0% | 97 | +100 | 0.07% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 143,410 | 3,192 | 0.0% | 0.0% | 98 | -174 | -0.12% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 139,680 | 3,109 | 0.01% | 0.01% | 99 | +18,465 | 15.23% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 134,897 | 3,002 | 0.0% | 0.0% | 100 | -74,198 | -35.49% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Reduced | 126,563 | 2,817 | 0.02% | 0.1% | 101 | -200,600 | -61.32% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 123,225 | 2,742 | 0.0% | 0.0% | 102 | +3,738 | 3.13% | Q2 2026 | Aug 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 118,858 | 2,645 | 0.29% | 0.32% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 114,836 | 2,556 | 0.0% | 0.0% | 104 | -25,273 | -18.04% | Q2 2026 | Jul 29, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 111,307 | 2,477 | 0.36% | 0.39% | 105 | +1,449 | 1.32% | Q2 2026 | Jul 23, 2026 |
| Clarus Group, Inc. | History | Added to | 111,303 | 2,477 | 0.84% | 0.89% | 106 | +278 | 0.25% | Q2 2026 | Jul 24, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 109,773 | 2,443 | 0.2% | 0.21% | 107 | -1,429 | -1.29% | Q2 2026 | Aug 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 109,691 | 2,441 | 0.19% | 0.21% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 109,102 | 2,428 | 0.15% | 0.16% | 109 | -76 | -0.07% | Q2 2026 | Aug 05, 2026 |
| PFG Investments, LLC | History | Reduced | 107,050 | 2,382 | 0.09% | 0.15% | 110 | -32,693 | -23.4% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 106,169 | 2,363 | 0.02% | 0.02% | 111 | -459 | -0.43% | Q2 2026 | Aug 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 105,324 | 2,344 | 0.03% | 0.02% | 112 | +15,115 | 16.76% | Q2 2026 | Aug 11, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 105,300 | 2,343 | 0.1% | 0.06% | 113 | +50,000 | 90.42% | Q2 2026 | Jul 28, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 104,710 | 2,330 | 0.45% | 0.5% | 114 | -6,703 | -6.02% | Q2 2026 | Aug 12, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 103,094 | 2,294 | 0.67% | 1.08% | 115 | -486 | -0.47% | Q2 2026 | Jul 30, 2026 |
| BOKF, NA | History | No change | 100,720 | 2,242 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Treasurer of the State of North Carolina | History | New | 98,995 | 2,204 | 0.01% | — | 117 | +98,995 | New | Q2 2026 | Aug 14, 2026 |
| Cohen Capital Management, Inc. | History | No change | 95,397 | 2,123 | 0.29% | 0.33% | 118 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | Added to | 94,714 | 2,108 | 0.01% | 0.01% | 119 | +11,174 | 13.38% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 92,562 | 2,060 | 0.04% | 0.06% | 120 | -16,141 | -14.85% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 92,081 | 2,049 | 0.01% | 0.01% | 121 | -4,294 | -4.46% | Q2 2026 | Aug 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 89,620 | 1,994 | 0.02% | 0.02% | 122 | +156 | 0.17% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 89,069 | 1,982 | 0.17% | 0.08% | 123 | +59,815 | 204.47% | Q2 2026 | Aug 14, 2026 |
| Elemental Capital Partners LLC | History | Added to | 88,760 | 1,975 | 0.41% | 0.12% | 124 | +76,007 | 595.99% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | Added to | 87,636 | 1,950 | 0.0% | 0.0% | 125 | +77,384 | 754.82% | Q2 2026 | Aug 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 87,542 | 1,948 | 0.03% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Added to | 98,200 | 1,911 | 0.48% | 1.32% | 127 | +6,100 | 6.62% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 84,984 | 1,892 | 0.0% | 0.0% | 128 | +7,136 | 9.17% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | Added to | 84,800 | 1,887 | 0.03% | 0.03% | 129 | +6,521 | 8.33% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 84,518 | 1,881 | 0.01% | 0.0% | 130 | +54,492 | 181.48% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 82,916 | 1,846 | 0.0% | 0.01% | 131 | -15,604 | -15.84% | Q2 2026 | Aug 05, 2026 |
| Mountain Lake Investment Management LLC | History | Reduced | 81,960 | 1,824 | 1.14% | 1.24% | 132 | -4,277 | -4.96% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 72,874 | 1,622 | 0.0% | 0.0% | 133 | -1,200 | -1.62% | Q2 2026 | Aug 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 70,459 | 1,568 | 0.04% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 70,004 | 1,558 | 0.04% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 67,182 | 1,495 | 0.02% | 0.02% | 136 | -191 | -0.28% | Q2 2026 | Jul 22, 2026 |
| Corps Capital Advisors, LLC | History | No change | 66,118 | 1,471 | 1.19% | 1.28% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 64,781 | 1,442 | 0.01% | 0.01% | 138 | -3,017 | -4.45% | Q2 2026 | Aug 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 63,547 | 1,414 | 0.29% | 0.37% | 139 | -2,664 | -4.02% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 63,089 | 1,404 | 0.0% | 0.0% | 140 | -3,683 | -5.52% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | New | 59,634 | 1,392 | 0.0% | — | 143 | +59,634 | New | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | Added to | 62,572 | 1,392 | 0.02% | 0.02% | 142 | +1,303 | 2.13% | Q2 2026 | Aug 12, 2026 |
| RR Advisors, LLC | History | No change | 62,549 | 1,392 | 0.4% | 0.39% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 62,409 | 1,389 | 0.02% | 0.02% | 144 | -448 | -0.71% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 60,635 | 1,349 | 0.01% | 0.01% | 145 | -725 | -1.18% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 60,291 | 1,342 | 0.09% | 0.1% | 146 | +392 | 0.65% | Q2 2026 | Sep 04, 2026 |
| Creative Planning | History | Reduced | 59,426 | 1,322 | 0.0% | 0.0% | 147 | -18,115 | -23.36% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 58,887 | 1,310 | 0.01% | 0.01% | 148 | +3,824 | 6.94% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 57,295 | 1,275 | 0.01% | 0.01% | 149 | +173 | 0.3% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 57,145 | 1,272 | 0.01% | 0.01% | 150 | +330 | 0.58% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 57,145 | 1,272 | 0.02% | 0.03% | 151 | +329 | 0.58% | Q2 2026 | Aug 12, 2026 |
| Clear Trail Advisors, LLC | History | No change | 57,047 | 1,269 | 0.19% | 0.21% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nicholas Wealth, LLC. | History | Reduced | 56,633 | 1,260 | 0.69% | 0.88% | 153 | -342 | -0.6% | Q2 2026 | Jul 24, 2026 |
| Bramshill Investments, LLC | History | Added to | 56,532 | 1,258 | 0.1% | 0.11% | 154 | +620 | 1.11% | Q2 2026 | Aug 14, 2026 |
| Morse Asset Management, Inc | History | No change | 56,500 | 1,257 | 0.21% | 0.26% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenline Partners, LLC | History | Added to | 56,172 | 1,250 | 0.13% | 0.13% | 156 | +1,371 | 2.5% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 54,597 | 1,219 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 54,491 | 1,216 | 0.2% | 0.2% | 158 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 52,945 | 1,178 | 0.0% | 0.0% | 159 | +7,149 | 15.61% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 51,715 | 1,154 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 50,885 | 1,132 | 0.06% | 0.08% | 161 | +2,000 | 4.09% | Q2 2026 | Jul 27, 2026 |
| Symphony Financial Services, Inc. | History | Reduced | 50,599 | 1,126 | 0.51% | 0.6% | 162 | -1,659 | -3.17% | Q2 2026 | Jul 22, 2026 |
| Brevan Howard Capital Management LP | History | New | 50,000 | 1,117 | 0.01% | — | 164 | +50,000 | New | Q2 2026 | Aug 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 50,048 | 1,117 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 50,162 | 1,116 | 0.09% | 0.11% | 165 | -2,232 | -4.26% | Q2 2026 | Jul 16, 2026 |
| TORONTO DOMINION BANK | History | Added to | 50,000 | 1,113 | 0.0% | 0.0% | 166 | +45,664 | 1053.14% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 50,000 | 1,113 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospect Financial Services LLC | History | Reduced | 46,634 | 1,038 | 0.53% | 0.69% | 168 | -4,313 | -8.47% | Q2 2026 | Aug 06, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Added to | 46,200 | 1,028 | 0.35% | 0.11% | 169 | +31,500 | 214.29% | Q2 2026 | Jul 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 46,083 | 1,025 | 0.0% | 0.0% | 170 | +14,062 | 43.91% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 45,348 | 1,009 | 0.01% | 0.01% | 171 | +1,110 | 2.51% | Q2 2026 | Aug 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 44,238 | 984 | 0.09% | 0.1% | 172 | +46 | 0.1% | Q2 2026 | Jul 28, 2026 |
| ProShare Advisors LLC | History | Added to | 42,978 | 956 | 0.0% | 0.0% | 173 | +4,156 | 10.71% | Q2 2026 | Aug 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 42,000 | 934 | 0.05% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 40,900 | 910 | 0.03% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UMB Bank, n.a. | History | No change | 38,552 | 858 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 38,025 | 846 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,498 | 812 | 0.01% | 0.01% | 178 | +463 | 1.28% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 35,769 | 811 | 0.01% | 0.01% | 179 | +2,080 | 6.17% | Q2 2026 | Jul 08, 2026 |
| Caprock Group, LLC | History | Reduced | 35,549 | 791 | 0.02% | 0.02% | 180 | -5,284 | -12.94% | Q2 2026 | Jul 27, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 35,279 | 785 | 0.52% | 0.76% | 181 | -4,200 | -10.64% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,176 | 783 | 0.01% | 0.01% | 182 | +3,732 | 11.87% | Q2 2026 | Jul 28, 2026 |
| F/m Investments LLC | History | No change | 34,686 | 772 | 0.04% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Trust Co | History | No change | 34,221 | 761 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Manske Wealth Management | History | Reduced | 34,055 | 758 | 0.19% | 0.22% | 185 | -922 | -2.64% | Q2 2026 | Aug 03, 2026 |
| Sippican Capital Advisors | History | Reduced | 32,750 | 729 | 0.44% | 0.5% | 186 | -50 | -0.15% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | Added to | 32,696 | 727 | 0.02% | 0.02% | 187 | +2,789 | 9.33% | Q2 2026 | Jul 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 31,835 | 708 | 0.0% | 0.0% | 188 | +1,834 | 6.11% | Q2 2026 | Jul 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 31,635 | 704 | 0.0% | 0.0% | 189 | +3,196 | 11.24% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 30,124 | 670 | 0.01% | 0.01% | 190 | +509 | 1.72% | Q2 2026 | Jul 27, 2026 |
| Hartford Financial Management Inc. | History | No change | 29,766 | 662 | 0.15% | 0.17% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 29,701 | 661 | 0.0% | 0.0% | 192 | -349 | -1.16% | Q2 2026 | Aug 19, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 29,646 | 659 | 0.02% | 0.02% | 193 | +196 | 0.67% | Q2 2026 | Jul 24, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 29,640 | 659 | 0.08% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meeder Advisory Services, Inc. | History | New | 29,500 | 656 | 0.02% | — | 195 | +29,500 | New | Q2 2026 | Aug 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 29,239 | 651 | 0.04% | — | 196 | +29,239 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 28,400 | 632 | 0.0% | 0.0% | 197 | -1,714 | -5.69% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 28,357 | 631 | 0.0% | 0.0% | 198 | +500 | 1.79% | Q2 2026 | Aug 12, 2026 |
| Symmetry Partners, LLC | History | No change | 28,105 | 625 | 0.03% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 27,827 | 619 | 0.01% | 0.01% | 200 | -1,501 | -5.12% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 27,163 | 604 | 0.01% | 0.01% | 201 | +403 | 1.51% | Q2 2026 | Jul 31, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 27,017 | 601 | 0.43% | 0.42% | 202 | +586 | 2.22% | Q2 2026 | Aug 18, 2026 |
| Cascade Financial Partners, LLC | History | No change | 25,659 | 571 | 0.05% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | New | 25,343 | 564 | 0.0% | — | 204 | +25,343 | New | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 25,100 | 558 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 24,485 | 545 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| World Investment Advisors | History | Reduced | 24,396 | 544 | 0.01% | 0.01% | 207 | -600 | -2.4% | Q2 2026 | Aug 13, 2026 |
| Liberty Capital Management, Inc. | History | New | 24,400 | 543 | 0.09% | — | 209 | +24,400 | New | Q2 2026 | Jul 17, 2026 |
| Segment Wealth Management, LLC | History | No change | 24,400 | 543 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DV Trading LLC | History | Reduced | 24,366 | 542 | 0.02% | 0.04% | 210 | -58,088 | -70.45% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 24,313 | 541 | 0.01% | 0.01% | 211 | +8 | 0.03% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,658 | 526 | 0.0% | 0.0% | 212 | +294 | 1.26% | Q2 2026 | Jul 28, 2026 |
| SCS Capital Management LLC | History | Reduced | 23,629 | 525 | 0.0% | 0.01% | 213 | -9,585 | -28.86% | Q2 2026 | Aug 06, 2026 |
| DRW Securities, LLC | History | Reduced | 23,241 | 517 | 0.01% | 0.01% | 214 | -17,959 | -43.59% | Q2 2026 | Aug 14, 2026 |
| Westover Capital Advisors, LLC | History | No change | 23,000 | 511 | 0.08% | 0.09% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 22,770 | 506 | 0.01% | 0.01% | 216 | +120 | 0.53% | Q2 2026 | Jul 15, 2026 |
| Fulcrum Asset Management LLP | History | No change | 22,282 | 492 | 0.05% | 0.08% | 217 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | History | No change | 22,076 | 491 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 22,035 | 490 | 0.03% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lee Financial Co | History | No change | 21,976 | 489 | 0.06% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Callahan Advisors, LLC | History | Added to | 21,811 | 485 | 0.04% | 0.04% | 221 | +17 | 0.08% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | Added to | 21,739 | 483 | 0.0% | 0.0% | 222 | +4,883 | 28.97% | Q2 2026 | Jul 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 21,409 | 476 | 0.03% | 0.03% | 223 | +1,500 | 7.53% | Q2 2026 | Jul 14, 2026 |
| Atala Financial Inc | History | No change | 21,349 | 475 | 0.29% | 0.31% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stablepoint Partners, LLC | History | No change | 21,110 | 469 | 0.06% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 21,000 | 467 | 0.29% | 0.25% | 226 | +5,250 | 33.33% | Q2 2026 | Aug 07, 2026 |
| Diligent Investors, LLC | History | No change | 20,699 | 460 | 0.1% | 0.11% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | Added to | 20,279 | 451 | 0.0% | 0.0% | 228 | +12,352 | 155.82% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 20,054 | 446 | 0.0% | 0.0% | 229 | +402 | 2.05% | Q2 2026 | Aug 03, 2026 |
| Evercore Wealth Management, LLC | History | New | 20,000 | 445 | 0.01% | — | 232 | +20,000 | New | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 20,000 | 445 | 0.04% | 0.04% | 230 | +3,800 | 23.46% | Q2 2026 | Aug 03, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 20,000 | 445 | 0.06% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hardy Reed LLC | History | No change | 19,700 | 438 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 19,532 | 434 | 0.14% | 0.15% | 234 | +359 | 1.87% | Q2 2026 | Jul 27, 2026 |
| Rede Wealth, LLC | History | No change | 19,250 | 428 | 0.14% | 0.15% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VestGen Advisors, LLC | History | No change | 19,100 | 425 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 19,090 | 424 | 0.0% | 0.0% | 237 | -2,614 | -12.04% | Q2 2026 | Aug 17, 2026 |
| Aviance Capital Partners, LLC | History | No change | 18,884 | 420 | 0.04% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Amundi | History | No change | 18,653 | 415 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | No change | 18,626 | 414 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 18,556 | 413 | 0.05% | 0.06% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 18,300 | 407 | 0.19% | 0.21% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annandale Capital, LLC | History | No change | 18,153 | 404 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 18,071 | 402 | 0.03% | 0.09% | 244 | -23,382 | -56.41% | Q2 2026 | Aug 10, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 17,848 | 397 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Morgan Creek Capital Management, LLC | History | No change | 17,642 | 392 | 0.26% | 0.26% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | No change | 17,500 | 389 | 0.14% | 0.16% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 16,986 | 378 | 0.0% | 0.0% | 249 | +2,531 | 17.51% | Q2 2026 | Aug 10, 2026 |
| R.H. Dinel Investment Counsel, Inc. | History | No change | 17,000 | 378 | 0.29% | 0.31% | 248 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 16,500 | 367 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 16,400 | 365 | 0.01% | 0.02% | 251 | -1,200 | -6.82% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 16,100 | 358 | 0.0% | — | 252 | +16,100 | New | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,988 | 355 | 0.0% | 0.0% | 254 | +525 | 3.4% | Q2 2026 | Jul 29, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | No change | 15,968 | 355 | 0.11% | 0.11% | 253 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Claris Financial LLC | History | No change | 15,591 | 348 | 0.19% | 0.19% | 255 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 15,613 | 347 | 0.08% | 0.09% | 256 | +215 | 1.4% | Q2 2026 | Jul 29, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 15,553 | 346 | 0.01% | 0.01% | 257 | -9,569 | -38.09% | Q2 2026 | Jul 08, 2026 |
| Avior Wealth Management, LLC | History | No change | 15,460 | 344 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Chancellor Financial Group WB LP | History | No change | 15,457 | 344 | 0.21% | 0.24% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 15,204 | 338 | 0.01% | 0.01% | 260 | -1,943 | -11.33% | Q2 2026 | Jul 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 15,183 | 337 | 0.01% | 0.01% | 261 | +400 | 2.71% | Q2 2026 | Aug 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 15,100 | 336 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 14,833 | 330 | 0.03% | 0.03% | 263 | -435 | -2.85% | Q2 2026 | Aug 12, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Added to | 14,800 | 329 | 0.07% | 0.07% | 264 | +638 | 4.51% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,753 | 328 | 0.0% | 0.0% | 265 | +3,401 | 29.96% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,865 | 324 | 0.0% | 0.0% | 266 | +2,745 | 22.65% | Q2 2026 | Aug 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 14,600 | 324 | 0.03% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Composition Wealth, LLC | History | No change | 14,294 | 318 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Requisite Capital Management, LLC | History | No change | 14,267 | 317 | 0.05% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 14,000 | 311 | 0.04% | 0.04% | 270 | -690 | -4.7% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 13,903 | 309 | 0.0% | — | 271 | +13,903 | New | Q2 2026 | Aug 04, 2026 |
| Magnus Financial Group LLC | History | Added to | 13,844 | 308 | 0.02% | 0.02% | 272 | +923 | 7.14% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,770 | 306 | 0.0% | 0.0% | 273 | +905 | 7.03% | Q2 2026 | Sep 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 13,742 | 305 | 0.0% | 0.0% | 274 | -10,398 | -43.07% | Q2 2026 | Aug 11, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 13,602 | 302 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 13,400 | 298 | 0.02% | 0.02% | 276 | -500 | -3.6% | Q2 2026 | Aug 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 12,989 | 289 | 0.0% | 0.0% | 277 | -90,034 | -87.39% | Q2 2026 | Aug 13, 2026 |
| Whalen Wealth Management Inc. | History | New | 13,000 | 289 | 0.13% | — | 278 | +13,000 | New | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | New | 12,618 | 281 | 0.01% | — | 279 | +12,618 | New | Q2 2026 | Aug 13, 2026 |
| KWB Wealth | History | No change | 12,547 | 279 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 12,310 | 274 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 12,206 | 271 | 0.19% | 0.22% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,097 | 269 | 0.0% | 0.0% | 283 | +1,633 | 15.61% | Q2 2026 | Aug 13, 2026 |
| Providence Financial Advisors, LLC | History | No change | 12,058 | 268 | 0.15% | 0.15% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pingora Partners LLC | History | No change | 12,033 | 267 | 0.16% | 0.16% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 11,918 | 265 | 0.03% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atria Investments, Inc | History | New | 11,885 | 264 | 0.0% | — | 287 | +11,885 | New | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 11,719 | 260 | 0.0% | 0.0% | 288 | +68 | 0.58% | Q2 2026 | Aug 11, 2026 |
| Archford Capital Strategies, LLC | History | No change | 11,574 | 257 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 11,500 | 256 | 0.19% | 0.19% | 290 | +1,500 | 15.0% | Q2 2026 | Jul 16, 2026 |
| Freestone Capital Holdings, LLC | History | New | 11,365 | 252 | 0.01% | — | 291 | +11,365 | New | Q2 2026 | Jul 31, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 11,295 | 251 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 11,199 | 249 | 0.14% | — | 293 | +11,199 | New | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 11,020 | 245 | 0.03% | — | 294 | +11,020 | New | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 10,937 | 243 | 0.01% | 0.02% | 296 | -10,134 | -48.09% | Q2 2026 | Jul 28, 2026 |
| First Trust Capital Management L.P. | History | Reduced | 10,922 | 243 | 0.01% | 0.01% | 295 | -592 | -5.14% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 10,908 | 242 | 0.01% | 0.01% | 297 | +17 | 0.16% | Q2 2026 | Jul 31, 2026 |
| ADIRONDACK TRUST CO | History | No change | 10,800 | 240 | 0.07% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WealthTrust Axiom LLC | History | No change | 10,800 | 240 | 0.05% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cannell & Spears LLC | History | No change | 10,700 | 238 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,580 | 235 | 0.01% | 0.01% | 302 | +848 | 8.71% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 10,600 | 235 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 10,434 | 232 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Argent Trust Co | History | Added to | 10,404 | 231 | 0.01% | 0.01% | 304 | +466 | 4.69% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | New | 10,346 | 230 | 0.0% | — | 306 | +10,346 | New | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,338 | 230 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | New | 10,300 | 229 | 0.03% | — | 308 | +10,300 | New | Q2 2026 | Jul 30, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 10,300 | 229 | 0.1% | 0.1% | 307 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 8,990 | 228 | 0.04% | 0.04% | 309 | -1,000 | -10.01% | Q2 2026 | Jul 30, 2026 |
| CHOREO, LLC | History | Reduced | 10,193 | 226 | 0.0% | 0.0% | 310 | -401 | -3.79% | Q2 2026 | Aug 04, 2026 |
| AlTi Global, Inc. | History | New | 10,000 | 222 | 0.0% | — | 314 | +10,000 | New | Q2 2026 | Aug 05, 2026 |
| Plan Group Financial, LLC | History | New | 10,000 | 222 | 0.05% | — | 315 | +10,000 | New | Q2 2026 | Aug 03, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 10,000 | 222 | 0.01% | 0.01% | 311 | -1,208 | -10.78% | Q2 2026 | Jul 30, 2026 |
| Obermeyer Wealth Partners | History | No change | 10,000 | 222 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 222 | 0.04% | 0.05% | 313 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 9,758 | 217 | 0.08% | 0.09% | 316 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 9,784 | 217 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XTX Topco Ltd | History | New | 9,739 | 216 | 0.0% | — | 318 | +9,739 | New | Q2 2026 | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | History | New | 9,694 | 215 | 0.01% | — | 321 | +9,694 | New | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,673 | 215 | 0.0% | 0.0% | 319 | -3,775 | -28.07% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9,700 | 215 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 9,618 | 214 | 0.21% | 0.23% | 322 | +11 | 0.11% | Q2 2026 | Aug 04, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 9,646 | 214 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 9,580 | 213 | 0.05% | 0.07% | 324 | -180 | -1.84% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | Reduced | 9,506 | 211 | 0.01% | 0.01% | 326 | -195 | -2.01% | Q2 2026 | Aug 07, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 9,500 | 211 | 0.09% | 0.1% | 325 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pointe Capital Management LLC | History | Reduced | 9,430 | 209 | 0.09% | 0.11% | 327 | -420 | -4.26% | Q2 2026 | Aug 14, 2026 |
| GoalVest Advisory LLC | History | No change | 9,399 | 209 | 0.04% | 0.04% | 328 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 9,197 | 204 | 0.0% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advus Financial Partners, LLC | History | No change | 9,195 | 204 | 0.05% | 0.05% | 330 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Advisor OS, LLC | History | No change | 9,140 | 203 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 9,090 | 202 | 0.05% | 0.05% | 332 | +444 | 5.14% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 9,029 | 200 | 0.0% | — | 333 | +9,029 | New | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,788 | 195 | 0.0% | 0.0% | 334 | -1,757 | -16.66% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,108 | 180 | 0.0% | 0.0% | 335 | -32,549 | -80.06% | Q2 2026 | Aug 07, 2026 |
| Archer Investment Corp | History | No change | 8,000 | 178 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Frankly Finances, LLC | History | No change | 7,400 | 164 | 0.13% | 0.15% | 337 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Reduced | 6,559 | 146 | 0.0% | 0.0% | 338 | -505 | -7.15% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,122 | 136 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| State of Wyoming | History | Reduced | 5,971 | 132 | 0.01% | 0.03% | 340 | -4,817 | -44.65% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,705 | 126 | 0.0% | 0.0% | 341 | +870 | 17.99% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 5,360 | 119 | 0.04% | 0.04% | 342 | -200 | -3.6% | Q2 2026 | Aug 12, 2026 |
| CoreFirst Bank & Trust | History | No change | 5,255 | 116 | 0.06% | 0.06% | 343 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| S.A. Mason LLC | History | New | 5,052 | 112 | 0.03% | — | 346 | +5,052 | New | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,045 | 112 | 0.0% | 0.0% | 344 | -2,244 | -30.79% | Q2 2026 | Jul 20, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 5,076 | 112 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,690 | 104 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | No change | 4,552 | 101 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,300 | 95 | 0.0% | 0.0% | 349 | +750 | 21.13% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,057 | 90 | 0.0% | 0.0% | 350 | -28 | -0.69% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,794 | 84 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Solstein Capital, LLC | History | No change | 3,807 | 84 | 0.03% | 0.03% | 352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 3,540 | 78 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,400 | 75 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilltop National Bank | History | No change | 3,300 | 73 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,145 | 70 | 0.0% | 0.01% | 356 | -195 | -5.84% | Q2 2026 | Jul 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,146 | 70 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LCM Capital Management Inc | History | New | 12,000 | 68 | 0.03% | — | 358 | +12,000 | New | Q2 2026 | Jul 30, 2026 |
| MCDONALD PARTNERS LLC | History | New | 2,800 | 62 | 0.02% | — | 359 | +2,800 | New | Q2 2026 | Jul 28, 2026 |
| City State Bank | History | No change | 2,550 | 56 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Burnham & Co LLC | History | New | 2,500 | 55 | 0.04% | — | 364 | +2,500 | New | Q2 2026 | Aug 11, 2026 |
| Community Bank, N.A. | History | Reduced | 2,500 | 55 | 0.01% | 0.01% | 361 | -500 | -16.67% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 2,500 | 55 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trask Adam Roland | History | No change | 2,500 | 55 | 0.05% | 0.05% | 363 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,400 | 53 | 0.0% | 0.01% | 365 | -5,921 | -71.16% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,344 | 52 | 0.0% | 0.0% | 366 | +2,138 | 1037.86% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 2,357 | 52 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,304 | 51 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,288 | 50 | 0.0% | 0.0% | 369 | +88 | 4.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2,189 | 49 | 0.0% | 0.01% | 370 | -10,000 | -82.04% | Q2 2026 | Jul 27, 2026 |
| Operose Advisors LLC | History | Added to | 2,134 | 47 | 0.01% | 0.01% | 371 | +38 | 1.81% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,000 | 44 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 44 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bullseye Investment Management, LLC | History | No change | 1,982 | 44 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Blue Trust, Inc. | History | Added to | 1,910 | 42 | 0.0% | 0.0% | 375 | +910 | 91.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | New | 1,782 | 39 | 0.0% | — | 376 | +1,782 | New | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 1,700 | 37 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,623 | 36 | 0.0% | 0.0% | 378 | +376 | 30.15% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,610 | 35 | 0.0% | 0.0% | 379 | -1,600 | -49.84% | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,574 | 35 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allied Private Wealth LLC | History | New | 1,428 | 33 | 0.02% | — | 381 | +1,428 | New | Q2 2026 | Jul 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,472 | 32 | 0.0% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,423 | 31 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,395 | 31 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,265 | 28 | 0.0% | 0.0% | 385 | +29 | 2.35% | Q2 2026 | Jul 23, 2026 |
| Financial Life Planners | History | Added to | 1,226 | 27 | 0.02% | 0.02% | 388 | +23 | 1.91% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,221 | 27 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | No change | 1,200 | 27 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Caldwell Trust Co | History | Reduced | 1,103 | 24 | 0.0% | 0.0% | 389 | -1,102 | -49.98% | Q2 2026 | Aug 03, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,033 | 22 | 0.0% | — | 393 | +1,033 | New | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | New | 1,000 | 22 | 0.0% | — | 394 | +1,000 | New | Q2 2026 | Jul 24, 2026 |
| VIMA LLC | History | New | 1,000 | 22 | 0.02% | — | 395 | +1,000 | New | Q2 2026 | Jul 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,000 | 22 | 0.0% | 0.0% | 390 | +500 | 100.0% | Q2 2026 | Jul 29, 2026 |
| Security National Bank | History | No change | 1,000 | 22 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,021 | 22 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 961 | 21 | 0.01% | — | 396 | +961 | New | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 841 | 18 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 800 | 17 | 0.01% | — | 398 | +800 | New | Q2 2026 | Jul 31, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 722 | 16 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 730 | 16 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Osbon Capital Management LLC | History | New | 681 | 15 | 0.01% | — | 401 | +681 | New | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 650 | 14 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 600 | 13 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regatta Research & Money Management | History | New | 573 | 12 | 0.01% | — | 404 | +573 | New | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 486 | 11 | 0.0% | — | 409 | +486 | New | Q2 2026 | Jul 16, 2026 |
| Ascentis Independent Advisors | History | Reduced | 514 | 11 | 0.03% | 0.0% | 407 | -115 | -18.28% | Q2 2026 | Aug 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 11 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 500 | 11 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 500 | 11 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 451 | 10 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 410 | 9 | 0.0% | 0.01% | 412 | -1,233 | -75.05% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 434 | 9 | 0.0% | — | 413 | +434 | New | Q2 2026 | Aug 12, 2026 |
| Mosley Wealth Management | History | Added to | 429 | 9 | 0.0% | 0.0% | 411 | +16 | 3.87% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | New | 400 | 8 | 0.0% | — | 417 | +400 | New | Q2 2026 | Jul 22, 2026 |
| Quantum Portfolio Management LLC | History | New | 400 | 8 | 0.0% | — | 418 | +400 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 388 | 8 | 0.0% | — | 414 | +371 | 2182.35% | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 370 | 8 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BIRCHBROOK, INC. | History | No change | 400 | 8 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 330 | 7 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Basepoint Wealth LLC | History | Added to | 226 | 5 | 0.0% | 0.0% | 422 | +4 | 1.8% | Q2 2026 | Aug 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 240 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 247 | 5 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HHM Wealth Advisors, LLC | History | New | 200 | 4 | 0.0% | — | 427 | +200 | New | Q2 2026 | Jul 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 200 | 4 | 0.0% | — | 428 | +200 | New | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 194 | 4 | 0.0% | — | 426 | +194 | New | Q2 2026 | Jul 08, 2026 |
| SHP Wealth Management | History | Added to | 213 | 4 | 0.0% | 0.0% | 425 | +102 | 91.89% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 203 | 4 | 0.0% | 0.0% | 424 | +4 | 2.01% | Q2 2026 | Sep 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 200 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LifeSteps Financial, Inc. | History | New | 150 | 3 | 0.0% | — | 429 | +150 | New | Q2 2026 | Jul 17, 2026 |
| Luminist Capital LLC | History | New | 131 | 2 | 0.0% | — | 433 | +131 | New | Q2 2026 | Aug 07, 2026 |
| Montgomery Financial Services LLC | History | New | 100 | 2 | 0.0% | — | 434 | +100 | New | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 100 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | No change | 132 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -200,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Callodine Capital Management, LP | History | Closed out | 0 | 0 | — | 0.31% | — | -200,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 1.15% | — | -175,260 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -124,218 | -100.0% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -80,845 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.74% | — | -54,200 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -35,289 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Southeast Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -35,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -18,452 | -100.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,928 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,595 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Hibernia Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,508 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -11,653 | -100.0% | Q2 2026 | Jul 29, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,489 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SLT Holdings LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -10,000 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,896 | -100.0% | Q2 2026 | Aug 18, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,557 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,602 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,232 | -100.0% | Q2 2026 | Jul 20, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,977 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,276 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -865 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Citizens National Bank Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Markowski Investments | History | New | 27 | 0 | — | — | — | +27 | New | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MSRH, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |