PGIM ETF TRUST - PAAA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
PRUDENTIAL FINANCIAL INC History No change 52,490,323 2,691,178 2.93% 2.93% 1 0 0.0% Q2 2026 Aug 12, 2026
ALLIANZ SE History No change 10,604,500 543,692 5.74% 5.74% 2 0 0.0% Q2 2026 Aug 10, 2026
BANK OF AMERICA CORP /DE/ History No change 9,571,417 490,726 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 6,551,711 335,906 0.08% 0.08% 4 0 0.0% Q2 2026 Aug 07, 2026
SEI INVESTMENTS CO History No change 6,345,361 325,326 0.29% 0.29% 5 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 5,277,776 270,591 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 4,464,507 228,895 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 4,325,095 222,232 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 4,279,043 220,198 0.09% 0.09% 9 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 3,113,614 159,635 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 2,922,055 149,813 8.34% 8.34% 11 0 0.0% Q2 2026 Aug 04, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,682,303 86,251 0.02% 0.02% 12 0 0.0% Q2 2026 Sep 23, 2026
Bank of New York Mellon Corp History No change 1,557,567 79,856 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,550,918 79,515 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 1,431,051 73,370 0.11% 0.11% 15 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 1,352,347 69,334 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,226,735 62,894 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,189,608 60,991 0.08% 0.08% 18 0 0.0% Q2 2026 Jul 29, 2026
NORDEN GROUP LLC History No change 1,098,908 56,340 4.62% 4.62% 19 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 1,003,376 51,443 0.96% 0.96% 20 0 0.0% Q2 2026 Jul 15, 2026
Ameritas Advisory Services, LLC History No change 937,864 48,084 0.97% 0.97% 21 0 0.0% Q2 2026 Aug 14, 2026
Pine Harbor Wealth Management, LLC History No change 766,829 39,315 10.53% 10.53% 22 0 0.0% Q2 2026 Aug 13, 2026
Employees Retirement System of Texas History No change 750,000 38,453 0.31% 0.31% 23 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 721,948 37,014 7.51% 7.51% 24 0 0.0% Q2 2026 Jul 15, 2026
JPMORGAN CHASE & CO History No change 657,171 33,824 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
Insight Wealth Strategies, LLC History No change 655,982 33,645 3.28% 3.28% 26 0 0.0% Q2 2026 Jul 10, 2026
OSAIC HOLDINGS, INC. History No change 623,331 31,959 0.04% 0.04% 27 0 0.0% Q2 2026 Aug 14, 2026
Main Street Group, LTD History No change 597,202 30,618 7.13% 7.13% 28 0 0.0% Q2 2026 Jul 13, 2026
Steward Partners Investment Advisory, LLC History No change 573,686 29,412 0.15% 0.15% 29 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 565,269 28,981 0.07% 0.07% 30 0 0.0% Q2 2026 Jul 27, 2026
Cooper Capital Advisors LLC History No change 512,528 26,277 11.4% 11.4% 31 0 0.0% Q2 2026 Jul 22, 2026
Cetera Investment Advisers History No change 506,491 25,969 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 502,060 25,740 0.28% 0.28% 33 0 0.0% Q2 2026 Jul 28, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 493,638 25,308 5.4% 5.4% 34 0 0.0% Q2 2026 Jul 27, 2026
Blue Trust, Inc. History No change 451,629 23,155 0.24% 0.24% 35 0 0.0% Q2 2026 Jul 21, 2026
BANK OF MONTREAL /CAN/ History No change 449,854 23,064 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 431,092 22,102 0.03% 0.03% 37 0 0.0% Q2 2026 Jul 28, 2026
POTENTIA WEALTH History No change 410,021 21,021 8.61% 8.61% 38 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 387,572 19,870 0.06% 0.06% 39 0 0.0% Q2 2026 Jul 28, 2026
Fiduciary Group, LLC History No change 379,691 19,466 1.53% 1.53% 40 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 364,643 18,695 0.12% 0.12% 41 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 360,922 18,504 0.09% 0.09% 42 0 0.0% Q2 2026 Aug 13, 2026
WealthPlan Investment Management, LLC History No change 348,921 17,889 0.89% 0.89% 43 0 0.0% Q2 2026 Jul 28, 2026
L2 Asset Management, LLC History No change 344,747 17,675 1.84% 1.84% 44 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 338,009 17,329 0.79% 0.79% 45 0 0.0% Q2 2026 Jul 23, 2026
Addison Capital Co History No change 323,598 16,590 2.72% 2.72% 46 0 0.0% Q2 2026 Aug 04, 2026
WNY Asset Management, LLC History No change 315,539 16,177 1.44% 1.44% 47 0 0.0% Q2 2026 Aug 17, 2026
MGO ONE SEVEN LLC History No change 309,063 15,845 0.26% 0.26% 48 0 0.0% Q2 2026 Jul 31, 2026
HighTower Advisors, LLC History No change 301,015 15,433 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 271,017 13,895 0.47% 0.47% 50 0 0.0% Q2 2026 Jul 24, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 267,578 13,718 0.39% 0.39% 51 0 0.0% Q2 2026 Aug 10, 2026
Nilsine Partners, LLC History No change 258,269 13,241 0.92% 0.92% 52 0 0.0% Q2 2026 Jul 24, 2026
Gotham Asset Management, LLC History No change 257,955 13,225 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 14, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 257,534 13,203 0.68% 0.68% 54 0 0.0% Q2 2026 Jul 08, 2026
Ballast Rock Private Wealth LLC History No change 256,448 13,200 6.1% 6.1% 55 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 255,183 13,083 0.16% 0.16% 56 0 0.0% Q2 2026 Jul 22, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 236,899 12,167 0.02% 0.02% 57 0 0.0% Q2 2026 Jul 15, 2026
CITADEL ADVISORS LLC History No change 236,460 12,123 0.0% 0.0% 58 0 0.0% Q2 2026 Sep 02, 2026
Foguth Wealth Management, LLC. History No change 231,367 11,894 1.35% 1.35% 59 0 0.0% Q2 2026 Jul 21, 2026
Inscription Capital, LLC History No change 229,013 11,741 1.04% 1.04% 60 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 222,440 11,404 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 07, 2026
Tanglewood Legacy Advisors, LLC History No change 213,996 10,971 3.54% 3.54% 62 0 0.0% Q2 2026 Aug 10, 2026
NATIXIS ADVISORS, LLC History No change 212,085 10,873 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 207,404 10,633 0.05% 0.05% 64 0 0.0% Q2 2026 Jul 27, 2026
Hartford Financial Management Inc. History No change 204,782 10,499 2.34% 2.34% 65 0 0.0% Q2 2026 Jul 23, 2026
Kestra Investment Management, LLC History No change 202,779 10,396 0.2% 0.2% 66 0 0.0% Q2 2026 Aug 05, 2026
Asset Allocation Strategies LLC History No change 195,826 10,039 1.55% 1.55% 67 0 0.0% Q2 2026 Aug 17, 2026
Beacon Pointe Advisors, LLC History No change 176,753 9,062 0.04% 0.04% 68 0 0.0% Q2 2026 Aug 18, 2026
Baird Financial Group, Inc. History No change 160,377 8,222 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History No change 158,472 8,124 0.1% 0.1% 70 0 0.0% Q2 2026 Aug 18, 2026
IFP Advisors, Inc History No change 157,200 8,059 0.15% 0.15% 71 0 0.0% Q2 2026 Jul 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 148,982 7,638 0.29% 0.29% 72 0 0.0% Q2 2026 Jul 22, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 145,970 7,483 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 12, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 133,363 6,837 2.33% 2.33% 74 0 0.0% Q2 2026 Jul 21, 2026
STIFEL FINANCIAL CORP History No change 130,996 6,716 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 12, 2026
TOEWS CORP /ADV History No change 127,430 6,533 0.95% 0.95% 76 0 0.0% Q2 2026 Aug 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 125,283 6,423 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 14, 2026
Indie Asset Partners, LLC History No change 123,699 6,342 6.07% 6.07% 78 0 0.0% Q2 2026 Aug 07, 2026
Triton Wealth Management, PLLC History No change 120,931 6,208 1.91% 1.91% 79 0 0.0% Q2 2026 Aug 05, 2026
MIDDLETON & CO INC/MA History No change 119,365 6,119 0.65% 0.65% 80 0 0.0% Q2 2026 Aug 10, 2026
WealthPLAN Partners, LLC History No change 108,678 5,571 1.07% 1.07% 81 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 108,358 5,555 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 106,496 5,481 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 105,176 5,392 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 104,551 5,360 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 12, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History No change 101,185 5,187 0.77% 0.77% 86 0 0.0% Q2 2026 Jul 20, 2026
Argent Trust Co History No change 98,623 5,056 0.15% 0.15% 87 0 0.0% Q2 2026 Aug 06, 2026
EP Wealth Advisors, LLC History No change 97,319 4,989 0.02% 0.02% 88 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 95,436 4,893 0.24% 0.24% 89 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 94,644 4,852 0.05% 0.05% 90 0 0.0% Q2 2026 Aug 11, 2026
Stonebridge Financial Group, LLC/CA History No change 92,642 4,768 0.66% 0.66% 91 0 0.0% Q2 2026 Aug 13, 2026
Hobart Private Capital, LLC History No change 92,966 4,766 0.82% 0.82% 92 0 0.0% Q2 2026 Jul 06, 2026
49 WEALTH MANAGEMENT, LLC History No change 92,483 4,741 0.9% 0.9% 93 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 92,483 4,741 0.9% 0.9% 94 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History No change 84,787 4,347 0.29% 0.29% 95 0 0.0% Q2 2026 Jul 20, 2026
FIRST NATIONAL BANK OF OMAHA History No change 83,744 4,310 0.12% 0.12% 96 0 0.0% Q2 2026 Aug 07, 2026
Merit Financial Group, LLC History No change 83,131 4,262 0.03% 0.03% 97 0 0.0% Q2 2026 Jul 20, 2026
TOP Private Wealth LLC. History No change 80,693 4,137 3.97% 3.97% 98 0 0.0% Q2 2026 Aug 13, 2026
Pallas Capital Advisors LLC History No change 80,072 4,105 0.13% 0.13% 99 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 78,243 4,012 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 05, 2026
HBW ADVISORY SERVICES LLC History No change 75,338 3,862 0.35% 0.35% 101 0 0.0% Q2 2026 Jul 16, 2026
Able Wealth Management LLC History No change 74,713 3,830 0.88% 0.88% 102 0 0.0% Q2 2026 Jul 29, 2026
FOSTER & MOTLEY INC History No change 70,741 3,627 0.17% 0.17% 103 0 0.0% Q2 2026 Aug 07, 2026
Main Street Financial Solutions, LLC History No change 66,410 3,404 0.22% 0.22% 104 0 0.0% Q2 2026 Aug 07, 2026
Andina Capital Management, LLC History No change 62,689 3,214 5.19% 5.19% 105 0 0.0% Q2 2026 Aug 05, 2026
K2 Financial Inc. History No change 61,739 3,169 2.24% 2.24% 106 0 0.0% Q2 2026 Jul 21, 2026
Entelevest, LLC History No change 60,891 3,121 2.67% 2.67% 107 0 0.0% Q2 2026 Jul 22, 2026
Mariner, LLC History No change 56,901 2,917 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 56,357 2,889 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History No change 56,235 2,883 0.02% 0.02% 110 0 0.0% Q2 2026 Jul 27, 2026
Crumly & Associates Inc. History No change 55,875 2,864 0.55% 0.55% 111 0 0.0% Q2 2026 Jul 08, 2026
Prime Capital Investment Advisors, LLC History No change 52,650 2,699 0.03% 0.03% 112 0 0.0% Q2 2026 Aug 05, 2026
Great Diamond Partners, LLC History No change 51,291 2,629 0.45% 0.45% 113 0 0.0% Q2 2026 Jul 17, 2026
Prospera Financial Services Inc History No change 50,083 2,567 0.04% 0.04% 114 0 0.0% Q2 2026 Jul 15, 2026
Westside Investment Management, Inc. History No change 50,062 2,566 0.34% 0.34% 115 0 0.0% Q2 2026 Jul 27, 2026
Breakwater Capital Group History No change 48,283 2,475 0.3% 0.3% 116 0 0.0% Q2 2026 Jul 08, 2026
Modern Wealth Management, LLC History No change 47,950 2,458 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 46,573 2,389 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Atlas Wealth LLC History No change 44,863 2,300 0.33% 0.33% 119 0 0.0% Q2 2026 Jul 28, 2026
Atria Investments, Inc History No change 43,916 2,251 0.02% 0.02% 120 0 0.0% Q2 2026 Jul 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 43,855 2,248 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 43,265 2,218 0.09% 0.09% 122 0 0.0% Q2 2026 Aug 13, 2026
Csenge Advisory Group History No change 41,959 2,151 0.09% 0.09% 123 0 0.0% Q2 2026 Aug 10, 2026
Cooper Financial Group History No change 41,734 2,139 0.18% 0.18% 124 0 0.0% Q2 2026 Jul 08, 2026
Evergreen Wealth Partners LLC History No change 41,014 2,102 1.26% 1.26% 125 0 0.0% Q2 2026 Aug 11, 2026
DENVER WEALTH MANAGEMENT, INC. History No change 39,413 2,020 0.58% 0.58% 126 0 0.0% Q2 2026 Aug 07, 2026
NWAM LLC History No change 38,158 1,956 0.1% 0.1% 127 0 0.0% Q2 2026 Jul 23, 2026
Team Financial Group, LLC History No change 36,970 1,895 0.8% 0.8% 128 0 0.0% Q2 2026 Jul 10, 2026
Farther Finance Advisors, LLC History No change 36,813 1,887 0.01% 0.01% 129 0 0.0% Q2 2026 Jul 17, 2026
Dakota Wealth Management History No change 35,981 1,844 0.04% 0.04% 130 0 0.0% Q2 2026 Aug 07, 2026
Vident Advisory, LLC History No change 33,155 1,699 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 12, 2026
Ballew Advisors, Inc History Added to 32,000 1,642 0.82% 0.11% 132 +27,670 639.03% Q3 2026 Oct 05, 2026
Global Assets Advisory, LLC History No change 31,867 1,634 0.36% 0.36% 133 0 0.0% Q2 2026 Jul 27, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 31,773 1,629 0.76% 0.76% 134 0 0.0% Q2 2026 Jul 17, 2026
Symphony Financial, Ltd. Co. History No change 29,917 1,533 0.17% 0.17% 135 0 0.0% Q2 2026 Aug 03, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 29,202 1,497 0.15% 0.15% 136 0 0.0% Q2 2026 Jul 13, 2026
Heritage Trust Co History No change 27,779 1,424 0.12% 0.12% 137 0 0.0% Q2 2026 Aug 06, 2026
REDSTONE WEALTH MANAGEMENT, LLC History No change 27,496 1,409 0.92% 0.92% 138 0 0.0% Q2 2026 Jul 15, 2026
Koshinski Asset Management, Inc. History No change 27,421 1,405 0.07% 0.07% 139 0 0.0% Q2 2026 Jul 27, 2026
Raab & Moskowitz Asset Management LLC History No change 26,614 1,364 0.27% 0.27% 140 0 0.0% Q2 2026 Jul 28, 2026
WESPAC Advisors, LLC History No change 26,589 1,363 0.66% 0.66% 141 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 26,399 1,353 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 26,277 1,347 0.02% 0.02% 143 0 0.0% Q2 2026 Jul 21, 2026
DAVENPORT & Co LLC History No change 26,096 1,337 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 13, 2026
Worth Asset Management, LLC History No change 25,993 1,332 0.43% 0.43% 145 0 0.0% Q2 2026 Jul 08, 2026
Equitable Holdings, Inc. History No change 25,798 1,322 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 17, 2026
Security National Bank History No change 25,504 1,307 0.16% 0.16% 147 0 0.0% Q2 2026 Jul 15, 2026
HFG Advisors, Inc. History No change 24,604 1,261 0.79% 0.79% 148 0 0.0% Q2 2026 Aug 07, 2026
Orion Porfolio Solutions, LLC History No change 24,235 1,242 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 23,212 1,190 0.02% 0.02% 150 0 0.0% Q2 2026 Jul 31, 2026
YARGER WEALTH STRATEGIES, LLC History No change 22,727 1,167 0.42% 0.42% 151 0 0.0% Q2 2026 Jul 14, 2026
Americana Partners, LLC History No change 22,485 1,152 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 05, 2026
INTEGRITY ALLIANCE, LLC. History No change 22,436 1,150 0.04% 0.04% 153 0 0.0% Q2 2026 Jul 31, 2026
Lakeshore Financial Planning, Inc. History No change 21,770 1,116 0.36% 0.36% 154 0 0.0% Q2 2026 Jul 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 21,478 1,101 0.14% 0.14% 155 0 0.0% Q2 2026 Aug 11, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 21,441 1,099 0.23% 0.23% 156 -70 -0.33% Q3 2026 Oct 05, 2026
AE Wealth Management LLC History No change 20,842 1,068 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 03, 2026
Perigon Wealth Management, LLC History No change 19,950 1,022 0.02% 0.02% 158 0 0.0% Q2 2026 Aug 07, 2026
Cypress Capital, LLC History No change 19,802 1,015 0.27% 0.27% 159 0 0.0% Q2 2026 Jul 17, 2026
Integrated Advisors Network LLC History No change 18,681 957 0.04% 0.04% 160 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 18,450 945 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 24, 2026
IHT Wealth Management, LLC History No change 17,903 917 0.02% 0.02% 162 0 0.0% Q2 2026 Aug 14, 2026
Mills Wealth Advisors LLC History No change 17,666 905 0.28% 0.28% 163 0 0.0% Q2 2026 Jul 07, 2026
Optivise Advisory Services LLC History No change 17,533 898 0.46% 0.46% 164 0 0.0% Q2 2026 Jul 13, 2026
OPPENHEIMER & CO INC History No change 17,401 892 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 17,358 889 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 12, 2026
PKS Advisory Services, LLC History No change 16,983 870 0.14% 0.14% 167 0 0.0% Q2 2026 Aug 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 16,934 868 0.02% 0.02% 168 0 0.0% Q2 2026 Jul 17, 2026
MAI Capital Management History No change 16,860 864 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
GWN SECURITIES INC. History No change 16,513 846 0.14% 0.14% 170 0 0.0% Q2 2026 Aug 05, 2026
Element Wealth, LLC History No change 16,057 823 0.31% 0.31% 171 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 16,051 822 0.05% 0.05% 172 0 0.0% Q2 2026 Aug 12, 2026
Crestwood Advisors Group, LLC History No change 15,687 804 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 03, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 15,689 804 0.03% 0.03% 174 0 0.0% Q2 2026 Aug 14, 2026
KWB Wealth History No change 15,231 780 0.07% 0.07% 175 0 0.0% Q2 2026 Jul 10, 2026
Alteri Wealth LLC History No change 15,045 771 0.21% 0.21% 176 0 0.0% Q2 2026 Jul 29, 2026
Integrated Wealth Concepts LLC History No change 14,971 767 0.01% 0.01% 177 0 0.0% Q2 2026 Sep 08, 2026
WFA of San Diego, LLC History No change 14,303 734 0.6% 0.6% 178 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 13,972 716 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 13,590 696 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 04, 2026
Three Cord True Wealth Management, LLC History No change 12,743 653 0.31% 0.31% 181 0 0.0% Q2 2026 Jul 23, 2026
STOCK YARDS BANK & TRUST CO History No change 12,726 652 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 19, 2026
Redhawk Wealth Advisors, Inc. History No change 12,398 635 0.06% 0.06% 183 0 0.0% Q2 2026 Jul 09, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 12,337 632 0.29% 0.29% 184 0 0.0% Q2 2026 Aug 13, 2026
United Advisor Group, LLC History No change 11,855 607 0.06% 0.06% 185 0 0.0% Q2 2026 Jul 29, 2026
Vertex Planning Partners, LLC History No change 11,376 583 0.09% 0.09% 186 0 0.0% Q2 2026 Aug 14, 2026
Roehl & Yi Investment Advisors, LLC History No change 566,344 566 0.19% 0.19% 187 0 0.0% Q2 2026 Aug 13, 2026
Cassady Wealth & Retirement Planning, LLC History No change 10,922 559 0.26% 0.26% 188 0 0.0% Q2 2026 Jul 24, 2026
Stewardship Advisors, LLC History No change 10,866 557 0.12% 0.12% 189 0 0.0% Q2 2026 Jul 20, 2026
Cornerstone Wealth Management, LLC History No change 10,665 546 0.02% 0.02% 190 0 0.0% Q2 2026 Jul 22, 2026
Diversified Enterprises, LLC History No change 10,461 536 0.03% 0.03% 191 0 0.0% Q2 2026 Jul 31, 2026
Objective Capital Management, LLC History No change 10,445 535 0.47% 0.47% 192 0 0.0% Q2 2026 Jul 20, 2026
R2 Capital Strategies, LLC History No change 10,433 534 0.24% 0.24% 193 0 0.0% Q2 2026 Jul 23, 2026
World Investment Advisors History No change 10,173 520 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 9,764 500 0.02% 0.02% 195 0 0.0% Q2 2026 Aug 14, 2026
Pasadena Private Wealth, LLC History No change 9,650 494 0.06% 0.06% 196 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 9,503 487 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 9,310 477 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 06, 2026
Betterment LLC History No change 8,648 443 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 8,580 439 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 09, 2026
STEPHENS INC /AR/ History No change 8,328 426 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 29, 2026
Patriot Financial Group Insurance Agency, LLC History No change 8,270 423 0.04% 0.04% 202 0 0.0% Q2 2026 Jul 16, 2026
Advisor Resource Council History No change 8,077 414 0.12% 0.12% 203 0 0.0% Q2 2026 Jul 28, 2026
Nest Investments, LLC History No change 7,936 406 0.31% 0.31% 204 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History No change 7,600 389 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 29, 2026
SYKON CAPITAL LLC History No change 7,416 380 0.12% 0.12% 206 0 0.0% Q2 2026 Aug 12, 2026
Magnolia Private Wealth, LLC History No change 7,414 380 0.21% 0.21% 207 0 0.0% Q2 2026 Aug 05, 2026
Piscataqua Savings Bank History No change 7,262 372 0.25% 0.25% 208 0 0.0% Q2 2026 Jul 09, 2026
Register Financial Advisors LLC History No change 7,274 372 0.11% 0.11% 209 0 0.0% Q2 2026 Jul 15, 2026
Legacy Capital Wealth Partners, LLC History No change 7,232 370 0.07% 0.07% 210 0 0.0% Q2 2026 Aug 12, 2026
Brookstone Capital Management History No change 7,172 367 0.0% 0.0% 211 0 0.0% Q2 2026 Jul 15, 2026
CENTRAL BANK & TRUST CO History No change 7,107 364 0.05% 0.05% 212 0 0.0% Q2 2026 Jul 17, 2026
TRUST CO OF OKLAHOMA History No change 7,033 360 0.09% 0.09% 213 0 0.0% Q2 2026 Jul 14, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 6,997 359 0.12% 0.12% 214 0 0.0% Q2 2026 Aug 13, 2026
Everest Private Wealth History No change 6,944 356 0.13% 0.13% 215 0 0.0% Q2 2026 Aug 07, 2026
PARK AVENUE SECURITIES LLC History No change 6,805 349 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 20, 2026
&PARTNERS History No change 6,529 334 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 6,383 327 0.01% 0.01% 218 0 0.0% Q2 2026 Aug 12, 2026
Fermata Advisors, LLC History No change 6,340 325 0.07% 0.07% 219 0 0.0% Q2 2026 Jul 07, 2026
BlueStem Wealth Partners, LLC History No change 6,128 314 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 11, 2026
Knights of Columbus Asset Advisors LLC History No change 6,042 309 0.02% 0.02% 221 0 0.0% Q2 2026 Jul 31, 2026
PETRA FINANCIAL ADVISORS INC History No change 5,648 289 0.13% 0.13% 222 0 0.0% Q2 2026 Jul 24, 2026
Whipplewood Advisors, LLC History No change 5,629 288 0.19% 0.19% 223 0 0.0% Q2 2026 Jul 27, 2026
GK Wealth Management LLC History No change 5,631 288 0.15% 0.15% 224 0 0.0% Q2 2026 Jul 07, 2026
LaSalle St. Investment Advisors, LLC History No change 5,474 280 0.03% 0.03% 225 0 0.0% Q2 2026 Aug 11, 2026
REGATTA CAPITAL GROUP, LLC History No change 5,459 279 0.04% 0.04% 226 0 0.0% Q2 2026 Aug 12, 2026
Three Seasons Wealth, LLC History No change 5,453 279 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 13, 2026
Destiny Wealth Partners, LLC History No change 5,307 272 0.04% 0.04% 228 0 0.0% Q2 2026 Aug 07, 2026
Weaver Consulting Group History No change 5,275 270 0.06% 0.06% 229 0 0.0% Q2 2026 Jul 29, 2026
Golden State Wealth Management, LLC History No change 5,204 266 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 22, 2026
Lynx Investment Advisory History No change 4,887 250 0.08% 0.08% 231 0 0.0% Q2 2026 Jul 27, 2026
MONECO ADVISORS, LLC History No change 4,654 238 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 11, 2026
TrueWealth Advisors, LLC History No change 4,100 210 0.05% 0.05% 233 0 0.0% Q2 2026 Jul 08, 2026
PRIVATE TRUST CO NA History No change 4,068 208 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 28, 2026
Independent Wealth Network Inc. History No change 4,064 208 0.05% 0.05% 235 0 0.0% Q2 2026 Jul 20, 2026
Daybright Advisory Services, Inc. History No change 4,059 208 0.05% 0.05% 236 0 0.0% Q2 2026 Aug 04, 2026
TECTONIC ADVISORS LLC History No change 4,027 206 0.01% 0.01% 237 0 0.0% Q2 2026 Jul 15, 2026
Teamwork Financial Advisors, LLC History No change 3,902 200 0.02% 0.02% 238 0 0.0% Q2 2026 Jul 08, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 3,500 179 0.02% 0.02% 239 0 0.0% Q2 2026 Aug 12, 2026
WPG Advisers, LLC History No change 3,473 178 0.1% 0.1% 240 0 0.0% Q2 2026 Aug 05, 2026
GoalVest Advisory LLC History New 2,980 152 0.03% — 241 +2,980 New Q3 2026 Oct 02, 2026
J.Safra Asset Management Corp History No change 2,928 150 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 2,662 136 0.07% 0.07% 243 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 2,635 135 0.09% 0.09% 244 0 0.0% Q2 2026 Jul 09, 2026
Medallion Wealth Advisors, LLC History No change 2,147 110 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 2,079 107 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 17, 2026
WELLINGTON-ALTUS USA INC. History No change 2,092 107 0.08% 0.08% 247 0 0.0% Q2 2026 Sep 17, 2026
Cassaday & Co Wealth Management LLC History No change 2,079 106 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 1,705 87 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
Centennial Bank/AR/ History No change 1,641 84 0.03% 0.03% 250 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 1,588 81 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 04, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,500 76 0.02% 0.02% 252 0 0.0% Q2 2026 Jul 16, 2026
Founders Financial Alliance, LLC History No change 1,421 72 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 04, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 1,350 69 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 09, 2026
Centerpoint Advisors, LLC History No change 1,250 64 0.02% 0.02% 255 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,188 60 0.01% 0.01% 256 0 0.0% Q2 2026 Aug 13, 2026
LANARK FINANCIAL, INC. History No change 1,021 52 0.0% 0.0% 257 0 0.0% Q2 2026 Jul 21, 2026
Anchor Investment Management, LLC History No change 1,015 52 0.0% 0.0% 258 0 0.0% Q2 2026 Sep 15, 2026
Elequin Capital, LP History No change 1,006 51 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 916 46 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 736 37 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 557 28 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 22, 2026
Mascoma Wealth Management LLC History No change 488 25 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 24, 2026
Paladin Advisory Group, LLC History No change 467 23 0.02% 0.02% 264 0 0.0% Q2 2026 Jul 28, 2026
Synergy Investment Management, LLC History No change 413 21 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 14, 2026
RHL GROUP, LLC History No change 421 21 0.02% 0.02% 266 0 0.0% Q2 2026 Aug 03, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 325 16 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 280 14 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Bancorp, Inc. History No change 212 10 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 28, 2026
AMERIFLEX GROUP, INC. History No change 196 10 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 124 6 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 24, 2026
Horizon Investments, LLC History No change 79 4 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 13, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 56 2 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 20, 2026
Caldwell Trust Co History No change 22 1 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 03, 2026