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 | 69,261,580 | 1,642,884 | 7.53% | 7.36% | 1 | -1,249,273 | -1.77% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 33,326,777 | 741,854 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 20,183,446 | 449,283 | 1.36% | 1.36% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 17,708,480 | 394,190 | 0.47% | 0.47% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 15,960,527 | 355,281 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | No change | 13,603,422 | 302,812 | 3.08% | 3.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 10,887,631 | 242,358 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 10,572,985 | 235,354 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | No change | 6,191,802 | 137,829 | 2.7% | 2.7% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,968,377 | 109,900 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,949,624 | 87,918 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fractal Investments LLC | History | No change | 3,625,784 | 86,003 | 9.74% | 9.31% | 12 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,781,949 | 84,186 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 3,161,700 | 74,995 | 0.02% | 0.0% | 14 | +2,348,900 | 288.99% | Q3 2026 | Nov 05, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 2,995,025 | 71,041 | 1.91% | 1.77% | 15 | +2,601 | 0.09% | Q3 2026 | Oct 26, 2026 |
| BERKLEY W R CORP | History | No change | 3,184,307 | 70,882 | 3.38% | 3.38% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 2,995,408 | 66,677 | 3.9% | 3.9% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Reduced | 2,597,171 | 61,604 | 2.21% | 2.09% | 18 | -19,198 | -0.73% | Q3 2026 | Oct 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,744,594 | 61,094 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,670,671 | 59,449 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,463,528 | 56,490 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 2,422,915 | 53,934 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,383,300 | 53,052 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 2,199,585 | 52,174 | 1.73% | 1.62% | 24 | -600 | -0.03% | Q3 2026 | Nov 02, 2026 |
| BARCLAYS PLC | History | No change | 2,334,287 | 51,961 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,294,091 | 51,066 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 2,200,300 | 48,978 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COHEN & STEERS, INC. | History | No change | 1,979,254 | 44,058 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,883,597 | 41,928 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 1,874,595 | 41,728 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,681,000 | 37,419 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 1,676,900 | 37,327 | 0.35% | 0.35% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,657,477 | 36,895 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,604,386 | 35,713 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 1,512,541 | 33,669 | 0.25% | 0.25% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Energy Income Partners, LLC | History | No change | 1,310,687 | 29,175 | 0.46% | 0.46% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,302,560 | 28,994 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bollard Group LLC | History | No change | 1,264,189 | 28,141 | 0.86% | 0.86% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 1,230,349 | 27,387 | 5.6% | 5.6% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEOS Investment Management LLC | History | Added to | 1,102,980 | 26,162 | 0.08% | 0.06% | 40 | +328,067 | 42.34% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 1,054,411 | 23,471 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Epoch Investment Partners, Inc. | History | No change | 995,956 | 22,169 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 899,600 | 21,338 | 0.01% | 0.01% | 43 | +212,501 | 30.93% | Q3 2026 | Nov 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 892,345 | 21,166 | 0.24% | 0.13% | 44 | +392,305 | 78.45% | Q3 2026 | Oct 21, 2026 |
| Adams Asset Advisors, LLC | History | No change | 823,061 | 19,523 | 1.98% | 2.08% | 45 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 863,186 | 19,214 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 834,226 | 18,569 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | No change | 753,200 | 16,766 | 0.26% | 0.26% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 700,847 | 15,600 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 672,189 | 14,962 | 0.32% | 0.32% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 660,898 | 14,711 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 602,300 | 14,286 | 7.79% | 7.25% | 52 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Americana Partners, LLC | History | Added to | 566,593 | 13,439 | 0.29% | 0.28% | 53 | +768 | 0.14% | Q3 2026 | Oct 28, 2026 |
| Waverly Advisors, LLC | History | No change | 592,342 | 13,185 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 553,859 | 12,328 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 528,931 | 11,774 | 2.21% | 2.21% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 517,508 | 11,520 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 434,377 | 10,303 | 0.04% | 0.05% | 58 | -23,240 | -5.08% | Q3 2026 | Oct 28, 2026 |
| Advisors Asset Management, Inc. | History | No change | 450,960 | 10,038 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 446,981 | 9,949 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 438,234 | 9,755 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HENNESSY ADVISORS INC | History | No change | 403,256 | 9,565 | 0.36% | 0.29% | 62 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 400,343 | 9,496 | 0.15% | 0.17% | 63 | -40,815 | -9.25% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 421,993 | 9,393 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 419,000 | 9,326 | 3.29% | 3.29% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 378,493 | 8,977 | 0.0% | 0.01% | 66 | -657,906 | -63.48% | Q3 2026 | Nov 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 364,794 | 8,120 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 361,484 | 8,046 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth LP | History | No change | 317,624 | 7,070 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cetera Investment Advisers | History | No change | 281,020 | 6,255 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | Reduced | 252,732 | 5,994 | 0.52% | 0.5% | 71 | -1,091 | -0.43% | Q3 2026 | Oct 30, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 259,041 | 5,766 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 206,011 | 5,486 | 0.1% | 0.11% | 73 | -11,758 | -5.4% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | Added to | 227,824 | 5,403 | 0.01% | 0.01% | 74 | +1,610 | 0.71% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 231,686 | 5,157 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 230,115 | 5,122 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 207,954 | 4,932 | 0.15% | 0.14% | 77 | -3,080 | -1.46% | Q3 2026 | Oct 19, 2026 |
| BlackRock, Inc. | History | No change | 220,043 | 4,898 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 216,313 | 4,815 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 194,661 | 4,753 | 0.01% | 0.01% | 80 | +19,740 | 11.29% | Q3 2026 | Oct 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 210,249 | 4,680 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 197,034 | 4,673 | 0.21% | 0.2% | 82 | -3,890 | -1.94% | Q3 2026 | Oct 26, 2026 |
| Nuveen, LLC | History | No change | 197,015 | 4,385 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 182,465 | 4,328 | 0.6% | 0.55% | 84 | +400 | 0.22% | Q3 2026 | Oct 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 171,879 | 4,076 | 0.31% | 0.19% | 85 | +62,188 | 56.69% | Q3 2026 | Oct 16, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 171,300 | 4,063 | 0.76% | 0.72% | 86 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Private Advisor Group, LLC | History | No change | 180,013 | 4,007 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELCO Management Co., LLC | History | Reduced | 167,422 | 3,971 | 1.87% | 1.67% | 88 | -6,808 | -3.91% | Q3 2026 | Oct 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 176,691 | 3,933 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 154,349 | 3,661 | 0.01% | 0.01% | 90 | +4,976 | 3.33% | Q3 2026 | Nov 02, 2026 |
| Rydar Equities, Inc. | History | Added to | 151,710 | 3,654 | 1.89% | 2.03% | 91 | +2,246 | 1.5% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 155,119 | 3,452 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 143,623 | 3,406 | 0.0% | 0.0% | 93 | +213 | 0.15% | Q3 2026 | Nov 05, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 147,028 | 3,272 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 145,146 | 3,230 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 145,052 | 3,228 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 139,680 | 3,109 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clarus Group, Inc. | History | Added to | 127,885 | 3,033 | 1.0% | 0.84% | 98 | +16,582 | 14.9% | Q3 2026 | Oct 21, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 134,897 | 3,002 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 126,563 | 2,817 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 123,225 | 2,742 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 112,618 | 2,671 | 0.38% | 0.36% | 102 | +1,311 | 1.18% | Q3 2026 | Oct 14, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 118,858 | 2,645 | 0.29% | 0.29% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 109,440 | 2,595 | 0.0% | 0.0% | 104 | -5,396 | -4.7% | Q3 2026 | Nov 02, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Added to | 107,300 | 2,545 | 0.12% | 0.1% | 105 | +2,000 | 1.9% | Q3 2026 | Oct 26, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 106,863 | 2,534 | 1.66% | 2.09% | 106 | -39,015 | -26.74% | Q3 2026 | Oct 29, 2026 |
| Oxbow Advisors, LLC | History | No change | 109,773 | 2,443 | 0.2% | 0.2% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 109,102 | 2,428 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOKF, NA | History | No change | 100,720 | 2,389 | 0.04% | 0.03% | 109 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PFG Investments, LLC | History | No change | 107,050 | 2,382 | 0.09% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 106,169 | 2,363 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 105,324 | 2,344 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 104,710 | 2,330 | 0.45% | 0.45% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 96,914 | 2,298 | 0.04% | 0.04% | 114 | +4,352 | 4.7% | Q3 2026 | Nov 03, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 96,158 | 2,280 | 0.64% | 0.67% | 115 | -6,936 | -6.73% | Q3 2026 | Oct 19, 2026 |
| Cohen Capital Management, Inc. | History | No change | 95,397 | 2,262 | 0.32% | 0.29% | 116 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 98,995 | 2,204 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elemental Capital Partners LLC | History | Added to | 90,660 | 2,150 | 0.52% | 0.41% | 118 | +1,900 | 2.14% | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 90,516 | 2,147 | 0.0% | 0.0% | 119 | +5,532 | 6.51% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 94,714 | 2,108 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 87,542 | 2,076 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 92,081 | 2,049 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STEPHENS INC /AR/ | History | No change | 89,620 | 1,994 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 89,069 | 1,982 | 0.17% | 0.17% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 83,518 | 1,981 | 0.01% | 0.01% | 125 | -1,000 | -1.18% | Q3 2026 | Nov 04, 2026 |
| Tidal Investments LLC | History | No change | 87,636 | 1,950 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 98,200 | 1,911 | 0.48% | 0.48% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 80,080 | 1,899 | 0.01% | 0.01% | 128 | +49,956 | 165.83% | Q3 2026 | Oct 16, 2026 |
| Curi Capital, LLC | History | No change | 84,800 | 1,887 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 82,916 | 1,846 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mountain Lake Investment Management LLC | History | No change | 81,960 | 1,824 | 1.14% | 1.14% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 75,263 | 1,785 | 0.03% | 0.01% | 132 | +52,493 | 230.54% | Q3 2026 | Oct 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 61,951 | 1,642 | 0.02% | 0.02% | 133 | -458 | -0.73% | Q3 2026 | Nov 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 72,874 | 1,622 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 67,626 | 1,604 | 0.02% | 0.02% | 135 | +444 | 0.66% | Q3 2026 | Oct 23, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 70,459 | 1,568 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corps Capital Advisors, LLC | History | No change | 66,118 | 1,568 | 1.21% | 1.19% | 137 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Independent Advisor Alliance | History | No change | 70,004 | 1,558 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 63,422 | 1,504 | 0.31% | 0.29% | 139 | -125 | -0.2% | Q3 2026 | Oct 20, 2026 |
| Creative Planning | History | Added to | 61,872 | 1,467 | 0.0% | 0.0% | 140 | +2,446 | 4.12% | Q3 2026 | Nov 02, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 61,291 | 1,453 | 0.07% | 0.06% | 141 | +10,406 | 20.45% | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 60,891 | 1,444 | 0.1% | 0.09% | 142 | +600 | 1.0% | Q3 2026 | Oct 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 64,781 | 1,442 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 63,089 | 1,404 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RR Advisors, LLC | History | No change | 62,549 | 1,392 | 0.4% | 0.4% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 59,634 | 1,392 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 62,572 | 1,392 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 57,137 | 1,355 | 0.02% | 0.02% | 148 | -8 | -0.01% | Q3 2026 | Nov 04, 2026 |
| Clear Trail Advisors, LLC | History | No change | 57,047 | 1,353 | 0.21% | 0.19% | 149 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 60,635 | 1,349 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nicholas Wealth, LLC. | History | Reduced | 55,490 | 1,316 | 0.69% | 0.69% | 151 | -1,143 | -2.02% | Q3 2026 | Oct 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 58,887 | 1,310 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 57,145 | 1,272 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, LLC | History | No change | 56,532 | 1,258 | 0.1% | 0.1% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morse Asset Management, Inc | History | No change | 56,500 | 1,257 | 0.21% | 0.21% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenline Partners, LLC | History | No change | 56,172 | 1,250 | 0.13% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 52,295 | 1,240 | 0.01% | 0.01% | 157 | -5,000 | -8.73% | Q3 2026 | Oct 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 51,972 | 1,232 | 0.03% | 0.02% | 158 | +22,326 | 75.31% | Q3 2026 | Oct 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 50,162 | 1,189 | 0.1% | 0.09% | 159 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 52,945 | 1,178 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symphony Financial Services, Inc. | History | No change | 50,599 | 1,126 | 0.51% | 0.51% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brevan Howard Capital Management LP | History | No change | 50,000 | 1,117 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 50,000 | 1,113 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 50,000 | 1,113 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 44,225 | 1,049 | 0.09% | 0.09% | 165 | -13 | -0.03% | Q3 2026 | Oct 13, 2026 |
| Prospect Financial Services LLC | History | No change | 46,634 | 1,038 | 0.53% | 0.53% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 46,083 | 1,025 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 45,348 | 1,009 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 40,900 | 970 | 0.04% | 0.03% | 169 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 42,000 | 934 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 38,026 | 901 | 0.04% | 0.04% | 171 | +1 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ProShare Advisors LLC | History | Reduced | 37,195 | 882 | 0.0% | 0.0% | 172 | -5,783 | -13.46% | Q3 2026 | Oct 28, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 36,779 | 872 | 0.64% | 0.52% | 173 | +1,500 | 4.25% | Q3 2026 | Nov 03, 2026 |
| UMB Bank, n.a. | History | No change | 38,552 | 858 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,512 | 842 | 0.01% | 0.01% | 175 | +336 | 0.96% | Q3 2026 | Oct 30, 2026 |
| Apella Capital, LLC | History | Reduced | 34,747 | 837 | 0.01% | 0.01% | 176 | -1,022 | -2.86% | Q3 2026 | Oct 08, 2026 |
| Spire Wealth Management | History | Added to | 34,627 | 821 | 0.03% | 0.02% | 177 | +1,931 | 5.91% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 36,498 | 812 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manske Wealth Management | History | No change | 34,055 | 807 | 0.19% | 0.19% | 179 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Caprock Group, LLC | History | No change | 35,549 | 791 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sippican Capital Advisors | History | No change | 32,750 | 776 | 0.52% | 0.44% | 181 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| F/m Investments LLC | History | No change | 34,686 | 772 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Trust Co | History | No change | 34,221 | 761 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,118 | 738 | 0.0% | 0.0% | 184 | -717 | -2.25% | Q3 2026 | Nov 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 31,079 | 737 | 0.0% | 0.0% | 185 | -556 | -1.76% | Q3 2026 | Oct 27, 2026 |
| Hartford Financial Management Inc. | History | No change | 29,766 | 706 | 0.16% | 0.15% | 186 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Symmetry Partners, LLC | History | No change | 28,105 | 666 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 29,701 | 661 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 29,640 | 659 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 29,500 | 656 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 29,239 | 651 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 27,336 | 648 | 0.01% | 0.01% | 192 | +173 | 0.64% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28,400 | 632 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 28,357 | 631 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 27,827 | 619 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 27,017 | 601 | 0.43% | 0.43% | 196 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Liberty Capital Management, Inc. | History | No change | 24,400 | 578 | 0.1% | 0.09% | 197 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Segment Wealth Management, LLC | History | No change | 24,400 | 578 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cascade Financial Partners, LLC | History | No change | 25,659 | 571 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 25,343 | 564 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 25,100 | 558 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 23,494 | 557 | 0.0% | 0.0% | 202 | +7,506 | 46.95% | Q3 2026 | Oct 23, 2026 |
| Brookstone Capital Management | History | Added to | 23,164 | 549 | 0.01% | 0.0% | 203 | +1,425 | 6.56% | Q3 2026 | Oct 22, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 24,485 | 545 | 0.09% | 0.09% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westover Capital Advisors, LLC | History | No change | 23,000 | 545 | 0.09% | 0.08% | 205 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| World Investment Advisors | History | No change | 24,396 | 544 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DV Trading LLC | History | No change | 24,366 | 542 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 24,313 | 541 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 23,629 | 525 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glenview Trust Co | History | No change | 22,076 | 523 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 22,035 | 522 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Fulcrum Asset Management LLP | History | Reduced | 21,750 | 520 | 0.02% | 0.05% | 212 | -532 | -2.39% | Q3 2026 | Nov 04, 2026 |
| DRW Securities, LLC | History | No change | 23,241 | 517 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 21,409 | 507 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Atala Financial Inc | History | No change | 21,349 | 506 | 0.29% | 0.29% | 215 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Lee Financial Co | History | Reduced | 21,322 | 505 | 0.06% | 0.06% | 216 | -654 | -2.98% | Q3 2026 | Oct 16, 2026 |
| Stablepoint Partners, LLC | History | No change | 21,110 | 500 | 0.07% | 0.06% | 217 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Venture Visionary Partners LLC | History | New | 20,804 | 493 | 0.01% | — | 218 | +20,804 | New | Q3 2026 | Oct 07, 2026 |
| Diligent Investors, LLC | History | No change | 20,699 | 490 | 0.11% | 0.1% | 219 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Callahan Advisors, LLC | History | No change | 21,811 | 485 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 19,880 | 471 | 0.15% | 0.14% | 221 | +348 | 1.78% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,239 | 456 | 0.0% | 0.0% | 222 | -4,419 | -18.68% | Q3 2026 | Oct 30, 2026 |
| Rede Wealth, LLC | History | No change | 19,250 | 456 | 0.15% | 0.14% | 223 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 19,200 | 455 | 0.04% | 0.04% | 224 | -800 | -4.0% | Q3 2026 | Nov 05, 2026 |
| VestGen Advisors, LLC | History | No change | 19,100 | 453 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 19,068 | 452 | 0.05% | 0.04% | 226 | +184 | 0.97% | Q3 2026 | Oct 28, 2026 |
| MAI Capital Management | History | No change | 20,279 | 451 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 18,912 | 448 | 0.0% | 0.0% | 228 | +8,719 | 85.54% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 20,054 | 446 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evercore Wealth Management, LLC | History | No change | 20,000 | 445 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 20,000 | 445 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 18,556 | 440 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 18,500 | 438 | 0.27% | 0.29% | 234 | -2,500 | -11.9% | Q3 2026 | Oct 23, 2026 |
| Hardy Reed LLC | History | No change | 19,700 | 438 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 18,300 | 434 | 0.2% | 0.19% | 235 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 18,071 | 428 | 0.04% | 0.03% | 236 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,090 | 424 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 17,648 | 418 | 0.09% | 0.09% | 238 | -200 | -1.12% | Q3 2026 | Oct 01, 2026 |
| Amundi | History | No change | 18,653 | 415 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creekside Partners | History | No change | 17,500 | 415 | 0.15% | 0.14% | 240 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| COMMERCE BANK | History | No change | 18,626 | 414 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Annandale Capital, LLC | History | No change | 18,153 | 404 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R.H. Dinel Investment Counsel, Inc. | History | No change | 17,000 | 403 | 0.28% | 0.29% | 243 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Morgan Creek Capital Management, LLC | History | No change | 17,642 | 392 | 0.26% | 0.26% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 16,500 | 391 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | No change | 15,968 | 384 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GFS Advisors, LLC | History | New | 16,025 | 380 | 0.04% | — | 247 | +16,025 | New | Q3 2026 | Nov 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,986 | 378 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,438 | 366 | 0.01% | 0.01% | 249 | +234 | 1.54% | Q3 2026 | Oct 22, 2026 |
| Avior Wealth Management, LLC | History | No change | 15,460 | 366 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 16,400 | 365 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 15,183 | 360 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 15,105 | 358 | 0.01% | 0.01% | 255 | -448 | -2.88% | Q3 2026 | Oct 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 16,100 | 358 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 15,100 | 358 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 15,613 | 347 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arista Wealth Management, LLC | History | No change | 14,600 | 346 | 0.04% | 0.03% | 257 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| TECTONIC ADVISORS LLC | History | New | 14,565 | 345 | 0.02% | — | 258 | +14,565 | New | Q3 2026 | Oct 22, 2026 |
| Chancellor Financial Group WB LP | History | No change | 15,457 | 344 | 0.21% | 0.21% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FourThought Financial Partners, LLC | History | No change | 14,833 | 330 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 14,753 | 328 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 14,865 | 324 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | Reduced | 13,588 | 322 | 0.02% | 0.02% | 263 | -256 | -1.85% | Q3 2026 | Oct 21, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 13,602 | 322 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Composition Wealth, LLC | History | No change | 14,294 | 318 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 13,400 | 317 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Requisite Capital Management, LLC | History | No change | 14,267 | 317 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookwood Investment Group LLC | History | No change | 14,000 | 311 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,903 | 309 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Whalen Wealth Management Inc. | History | No change | 13,000 | 308 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,770 | 306 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,742 | 305 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KWB Wealth | History | No change | 12,547 | 297 | 0.03% | 0.02% | 273 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Indivisible Partners | History | Reduced | 12,478 | 295 | 0.01% | 0.27% | 274 | -200,275 | -94.13% | Q3 2026 | Oct 26, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,367 | 293 | 0.0% | — | 275 | +12,367 | New | Q3 2026 | Oct 26, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 12,989 | 289 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ulland Investment Advisors, LLC | History | Added to | 12,000 | 285 | 0.2% | 0.19% | 277 | +500 | 4.35% | Q3 2026 | Oct 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 11,918 | 282 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Plan Group Financial, LLC | History | Added to | 11,063 | 281 | 0.06% | 0.05% | 280 | +1,063 | 10.63% | Q3 2026 | Oct 22, 2026 |
| Virtu Financial LLC | History | No change | 12,618 | 281 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 11,843 | 280 | 0.0% | 0.0% | 281 | -42 | -0.35% | Q3 2026 | Oct 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 12,310 | 274 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 11,574 | 274 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 12,206 | 271 | 0.19% | 0.19% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,097 | 269 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence Financial Advisors, LLC | History | No change | 12,058 | 268 | 0.15% | 0.15% | 286 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 11,295 | 267 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Pingora Partners LLC | History | No change | 12,033 | 267 | 0.16% | 0.16% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrow Investment Advisors, LLC | History | Added to | 11,217 | 266 | 0.23% | 0.21% | 289 | +1,599 | 16.63% | Q3 2026 | Nov 02, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 11,199 | 265 | 0.15% | 0.14% | 290 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 11,719 | 260 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 10,800 | 256 | 0.08% | 0.07% | 292 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,365 | 252 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 10,434 | 247 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 11,020 | 245 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 10,300 | 244 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| First Trust Capital Management L.P. | History | No change | 10,922 | 243 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 10,937 | 243 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,908 | 242 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthTrust Axiom LLC | History | No change | 10,800 | 240 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cannell & Spears LLC | History | No change | 10,700 | 238 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 10,000 | 237 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Obermeyer Wealth Partners | History | No change | 10,000 | 237 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 237 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Hilltop Holdings Inc. | History | No change | 10,600 | 235 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,580 | 235 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 9,784 | 232 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Argent Trust Co | History | No change | 10,404 | 231 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | No change | 10,346 | 230 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,338 | 230 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9,700 | 230 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Waterfront Wealth Inc. | History | No change | 8,990 | 228 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quantum Private Wealth, LLC | History | No change | 9,580 | 227 | 0.06% | 0.05% | 313 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 9,497 | 225 | 0.01% | 0.0% | 316 | +300 | 3.26% | Q3 2026 | Nov 04, 2026 |
| Sigma Planning Corp | History | Added to | 9,520 | 225 | 0.01% | 0.01% | 315 | +14 | 0.15% | Q3 2026 | Oct 23, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 9,500 | 225 | 0.1% | 0.09% | 314 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| AlTi Global, Inc. | History | No change | 10,000 | 222 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GoalVest Advisory LLC | History | No change | 9,399 | 222 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 9,228 | 219 | 0.06% | — | 319 | +9,228 | New | Q3 2026 | Oct 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 9,758 | 217 | 0.08% | 0.08% | 320 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisor OS, LLC | History | No change | 9,140 | 216 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| XTX Topco Ltd | History | No change | 9,739 | 216 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | New | 9,088 | 215 | 0.0% | — | 324 | +9,088 | New | Q3 2026 | Oct 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,673 | 215 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 9,646 | 214 | 0.05% | 0.05% | 325 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pointe Capital Management LLC | History | No change | 9,430 | 209 | 0.09% | 0.09% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | New | 8,600 | 203 | 0.0% | — | 327 | +8,600 | New | Q3 2026 | Oct 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 9,090 | 202 | 0.05% | 0.05% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 8,315 | 200 | 0.01% | — | 330 | +8,315 | New | Q3 2026 | Oct 19, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,029 | 200 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,788 | 195 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 8,118 | 192 | 0.0% | 0.0% | 332 | +3,073 | 60.91% | Q3 2026 | Oct 16, 2026 |
| Archer Investment Corp | History | No change | 8,000 | 189 | 0.03% | 0.04% | 333 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SG Americas Securities, LLC | History | No change | 8,108 | 180 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frankly Finances, LLC | History | No change | 7,400 | 175 | 0.14% | 0.13% | 335 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | No change | 6,559 | 146 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,122 | 145 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 6,523 | 145 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,705 | 126 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | New | 5,235 | 124 | 0.01% | — | 340 | +5,235 | New | Q3 2026 | Nov 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 5,076 | 120 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Pinnacle Holdings, LLC | History | No change | 5,360 | 119 | 0.04% | 0.04% | 342 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S.A. Mason LLC | History | No change | 5,052 | 119 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 5,255 | 116 | 0.06% | 0.06% | 344 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REAP Financial Group, LLC | History | No change | 4,552 | 107 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,690 | 104 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,294 | 101 | 0.0% | 0.0% | 347 | +500 | 13.18% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,080 | 96 | 0.0% | 0.0% | 348 | +23 | 0.57% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,300 | 95 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,400 | 80 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cheviot Value Management, LLC | History | No change | 3,540 | 78 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hilltop National Bank | History | No change | 3,300 | 78 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 3,146 | 74 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 3,076 | 72 | 0.0% | 0.0% | 354 | -69 | -2.19% | Q3 2026 | Oct 26, 2026 |
| LCM Capital Management Inc | History | No change | 12,000 | 68 | 0.03% | 0.03% | 355 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 2,800 | 66 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| City State Bank | History | No change | 2,550 | 60 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | No change | 2,500 | 59 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Community Bank, N.A. | History | No change | 2,500 | 55 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burnham & Co LLC | History | No change | 2,500 | 55 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,282 | 54 | 0.0% | 0.0% | 362 | -6 | -0.26% | Q3 2026 | Nov 03, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,304 | 54 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MADDEN SECURITIES Corp | History | New | 2,200 | 52 | 0.01% | — | 365 | +2,200 | New | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,344 | 52 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 2,357 | 52 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,189 | 49 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,000 | 47 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 47 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Operose Advisors LLC | History | No change | 2,134 | 47 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,710 | 40 | 0.0% | 0.0% | 370 | +87 | 5.36% | Q3 2026 | Oct 26, 2026 |
| CENTRAL TRUST Co | History | No change | 1,700 | 40 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| IFG Advisory, LLC | History | No change | 1,782 | 39 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,574 | 37 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rossby Financial, LCC | History | New | 1,500 | 35 | 0.01% | — | 375 | +1,500 | New | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,610 | 35 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,395 | 33 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allied Private Wealth LLC | History | No change | 1,428 | 33 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,472 | 32 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 1,423 | 31 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,275 | 30 | 0.0% | 0.0% | 380 | +10 | 0.79% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,221 | 28 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CX Institutional | History | No change | 1,200 | 28 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Financial Life Planners | History | No change | 1,226 | 27 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | Reduced | 1,102 | 26 | 0.0% | 0.0% | 384 | -1 | -0.09% | Q3 2026 | Oct 30, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,028 | 24 | 0.0% | — | 385 | +1,028 | New | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,000 | 23 | 0.0% | 0.0% | 387 | -910 | -47.64% | Q3 2026 | Oct 15, 2026 |
| Security National Bank | History | No change | 1,000 | 23 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| VIMA LLC | History | No change | 1,000 | 23 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,033 | 22 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 1,000 | 22 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,021 | 22 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 961 | 21 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 841 | 19 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 730 | 17 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 800 | 17 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 722 | 16 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ascentis Independent Advisors | History | Added to | 639 | 15 | 0.0% | 0.03% | 398 | +125 | 24.32% | Q3 2026 | Nov 03, 2026 |
| Osbon Capital Management LLC | History | No change | 681 | 15 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 650 | 15 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Putney Financial Group LLC | History | New | 619 | 14 | 0.01% | — | 400 | +619 | New | Q3 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 600 | 13 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 495 | 12 | 0.0% | 0.0% | 402 | +9 | 1.85% | Q3 2026 | Oct 27, 2026 |
| Regatta Research & Money Management | History | No change | 573 | 12 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 500 | 11 | 0.0% | 0.0% | 404 | -500 | -50.0% | Q3 2026 | Oct 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 11 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 500 | 11 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 500 | 11 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Mosley Wealth Management | History | Added to | 437 | 10 | 0.0% | 0.0% | 409 | +8 | 1.86% | Q3 2026 | Oct 16, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 437 | 10 | 0.0% | 0.0% | 410 | +3 | 0.69% | Q3 2026 | Oct 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 451 | 10 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BIRCHBROOK, INC. | History | No change | 400 | 9 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 388 | 8 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantum Portfolio Management LLC | History | No change | 400 | 8 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 370 | 8 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 330 | 7 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 272 | 6 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 240 | 5 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basepoint Wealth LLC | History | No change | 226 | 5 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 203 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SHP Wealth Management | History | No change | 213 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 200 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 132 | 3 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 112 | 2 | 0.0% | 0.0% | 428 | -135 | -54.66% | Q3 2026 | Oct 09, 2026 |
| Root Financial Partners, LLC | History | New | 109 | 2 | 0.0% | — | 430 | +109 | New | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 100 | 2 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Luminist Capital LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Montgomery Financial Services LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Closed out | 0 | 0 | — | 0.35% | — | -46,200 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,800 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Confluence Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,694 | -100.0% | Q3 2026 | Nov 05, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -5,971 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,807 | -100.0% | Q3 2026 | Nov 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,982 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Oct 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -194 | -100.0% | Q3 2026 | Oct 14, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Mountain Hill Investment Partners Corp. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Markowski Investments | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |