Global X Funds - PAVE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 25,173,381 | 1,483,215 | 0.1% | 0.09% | 1 | -326,058 | -1.28% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 24,488,508 | 1,442,862 | 0.48% | 0.46% | 2 | +278,739 | 1.15% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 11,645,278 | 686,139 | 0.04% | 0.03% | 3 | +984,538 | 9.24% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 9,616,218 | 566,587 | 0.13% | 0.12% | 4 | +940,837 | 10.84% | Q2 2026 | Aug 07, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 8,938,139 | 527,323 | 2.56% | 3.08% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,089,117 | 299,850 | 0.07% | 0.06% | 6 | +1,001,544 | 24.5% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,495,049 | 263,409 | 0.01% | 0.02% | 7 | -1,915,629 | -29.88% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 4,214,610 | 248,072 | 0.3% | 0.27% | 8 | +278,717 | 7.08% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,597,436 | 211,960 | 0.03% | 0.03% | 9 | +308,957 | 9.4% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 3,061,202 | 180,368 | 0.18% | 0.03% | 10 | +2,470,824 | 418.52% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 2,832,025 | 166,986 | 1.12% | 0.68% | 11 | +1,611,000 | 131.94% | Q2 2026 | Jul 20, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,722,598 | 160,415 | 2.12% | 1.28% | 12 | +1,096,642 | 67.45% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Reduced | 2,365,466 | 139,373 | 0.02% | 0.02% | 13 | -96,770 | -3.93% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,326,475 | 137,075 | 0.07% | 0.04% | 14 | +759,000 | 48.42% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,228,495 | 131,313 | 0.15% | 0.15% | 15 | +227,929 | 11.39% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,969,091 | 116,020 | 0.02% | 0.01% | 16 | +358,435 | 22.25% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 1,964,140 | 115,727 | 5.73% | 5.64% | 17 | -4,326 | -0.22% | Q2 2026 | Jul 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,871,750 | 110,316 | 0.49% | 0.57% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,861,776 | 109,695 | 0.03% | 0.02% | 19 | +325,331 | 21.17% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,856,098 | 109,361 | 0.06% | 0.05% | 20 | +118,138 | 6.8% | Q2 2026 | Aug 12, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,847,570 | 109,020 | 6.81% | 6.75% | 21 | +30,612 | 1.68% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,699,405 | 100,128 | 0.09% | 0.07% | 22 | +401,860 | 30.97% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 1,646,301 | 97,000 | 1.88% | 2.36% | 23 | -1,049,025 | -38.92% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,406,849 | 82,909 | 0.02% | 0.01% | 24 | +204,070 | 16.97% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,058,974 | 62,394 | 0.99% | 1.66% | 25 | +40,665 | 3.99% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,028,101 | 60,575 | 2.19% | 2.09% | 26 | +44,143 | 4.49% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,023,893 | 60,327 | 0.19% | 0.17% | 27 | +147,897 | 16.88% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,006,445 | 59,299 | 0.07% | 0.07% | 28 | -9,038 | -0.89% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 918,222 | 54,195 | 0.95% | 0.97% | 29 | +41,396 | 4.72% | Q2 2026 | Jul 23, 2026 |
| Treasurer of the State of North Carolina | History | New | 904,346 | 53,284 | 0.14% | — | 30 | +904,346 | New | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 878,989 | 51,790 | 0.05% | 0.05% | 31 | -32,568 | -3.57% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 871,355 | 51,340 | 0.05% | 0.05% | 32 | +34,205 | 4.09% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 844,313 | 49,746 | 0.1% | 0.09% | 33 | +178,874 | 26.88% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 782,638 | 46,113 | 0.03% | 0.06% | 34 | -711,194 | -47.61% | Q2 2026 | Aug 14, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 755,645 | 44,522 | 2.32% | 2.18% | 35 | -7,742 | -1.01% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 743,811 | 43,825 | 0.17% | 0.19% | 36 | -124 | -0.02% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | New | 728,078 | 42,898 | 0.5% | — | 37 | +728,078 | New | Q2 2026 | Jul 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 703,288 | 41,437 | 0.06% | 0.07% | 38 | +212,336 | 43.25% | Q2 2026 | Jul 22, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 647,770 | 38,233 | 1.57% | 2.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Destination Wealth Management | History | Reduced | 621,076 | 36,593 | 0.85% | 0.83% | 40 | -9,578 | -1.52% | Q2 2026 | Aug 14, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 609,894 | 35,934 | 4.2% | 3.14% | 41 | +3,872 | 0.64% | Q2 2026 | Jul 29, 2026 |
| Pacific Life Fund Advisors LLC | History | New | 594,414 | 35,022 | 3.85% | — | 42 | +594,414 | New | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 577,813 | 34,044 | 0.54% | 0.52% | 43 | +9,942 | 1.75% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | Added to | 576,388 | 33,960 | 2.82% | 2.83% | 44 | +24,981 | 4.53% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 570,265 | 33,600 | 0.05% | 0.05% | 45 | +25,671 | 4.71% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 540,617 | 31,853 | 0.07% | 0.06% | 46 | +60,833 | 12.68% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 501,911 | 29,572 | 0.02% | 0.02% | 47 | +139,716 | 38.57% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 493,294 | 29,064 | 0.15% | 0.09% | 48 | +159,869 | 47.95% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 472,633 | 27,847 | 0.56% | 0.69% | 49 | +122,099 | 34.83% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 470,344 | 27,713 | 0.05% | 0.05% | 50 | +89,763 | 23.59% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 449,071 | 26,459 | 0.16% | 0.09% | 51 | +144,563 | 47.47% | Q2 2026 | Aug 17, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 403,005 | 23,745 | 2.15% | 1.93% | 52 | +43,699 | 12.16% | Q2 2026 | Jul 08, 2026 |
| CWM, LLC | History | No change | 460,523 | 23,399 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 397,534 | 23,390 | 0.01% | 0.01% | 54 | +123,392 | 45.01% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 385,411 | 22,709 | 0.04% | 0.04% | 55 | -55,393 | -12.57% | Q2 2026 | Aug 14, 2026 |
| 360 Financial, Inc. | History | Reduced | 374,735 | 22,079 | 5.61% | 5.76% | 56 | -1,218 | -0.32% | Q2 2026 | Aug 11, 2026 |
| Rockport Wealth LLC | History | New | 367,703 | 21,665 | 3.64% | — | 57 | +367,703 | New | Q2 2026 | Jul 27, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 327,596 | 19,301 | 3.29% | 3.36% | 58 | -8,276 | -2.46% | Q2 2026 | Jul 13, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 321,358 | 18,934 | 3.38% | 3.41% | 59 | -4,453 | -1.37% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 320,363 | 18,875 | 0.09% | 0.09% | 60 | -59,567 | -15.68% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 316,206 | 18,630 | 0.05% | 0.04% | 61 | +42,993 | 15.74% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | New | 312,551 | 18,415 | 0.03% | — | 62 | +312,551 | New | Q2 2026 | Aug 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 287,085 | 16,915 | 1.53% | 1.53% | 63 | +2,207 | 0.77% | Q2 2026 | Jul 16, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 274,009 | 16,144 | 0.43% | 0.44% | 64 | -17 | -0.01% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 267,076 | 15,736 | 0.01% | 0.0% | 65 | +87,545 | 48.76% | Q2 2026 | Aug 03, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 265,157 | 15,623 | 0.03% | 0.02% | 66 | -181 | -0.07% | Q2 2026 | Aug 13, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 267,397 | 15,070 | 2.13% | 1.57% | 67 | -15,214 | -5.38% | Q2 2026 | Aug 07, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 253,259 | 14,922 | 1.45% | 1.39% | 68 | -2,718 | -1.06% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | Added to | 246,013 | 14,501 | 0.05% | 0.05% | 69 | +60,187 | 32.39% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 244,424 | 14,426 | 0.36% | 0.37% | 70 | -16,855 | -6.45% | Q2 2026 | Jul 29, 2026 |
| Eagle Strategies LLC | History | Reduced | 239,684 | 14,122 | 1.4% | 2.39% | 71 | -153,436 | -39.03% | Q2 2026 | Jul 21, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 229,190 | 13,527 | 1.67% | 2.3% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 217,871 | 12,836 | 5.77% | 5.44% | 73 | +9,213 | 4.42% | Q2 2026 | Jul 22, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 220,583 | 12,725 | 1.23% | 1.21% | 74 | +13,687 | 6.62% | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 214,811 | 12,656 | 0.47% | 0.57% | 75 | +1,704 | 0.8% | Q2 2026 | Aug 06, 2026 |
| Sage Capital Management, LLC | History | Added to | 213,126 | 12,558 | 4.9% | 5.04% | 76 | +1,849 | 0.88% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 211,492 | 12,461 | 0.24% | 0.2% | 77 | +7,238 | 3.54% | Q2 2026 | Jul 09, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 210,835 | 12,422 | 4.06% | 3.91% | 78 | -1,532 | -0.72% | Q2 2026 | Aug 12, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 200,760 | 11,828 | 4.2% | 3.96% | 79 | +5,395 | 2.76% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 199,180 | 11,735 | 0.12% | 0.11% | 80 | +7,631 | 3.98% | Q2 2026 | Aug 11, 2026 |
| Investors Research Corp | History | Added to | 194,312 | 11,448 | 2.05% | 1.88% | 81 | +457 | 0.24% | Q2 2026 | Jul 10, 2026 |
| National Philanthropic Trust | History | Added to | 192,783 | 11,358 | 0.16% | 0.1% | 82 | +5,506 | 2.94% | Q2 2026 | Aug 14, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 192,070 | 11,316 | 1.91% | 2.05% | 83 | -18,407 | -8.75% | Q2 2026 | Jul 28, 2026 |
| Financial Partners Group, Inc | History | Reduced | 183,114 | 10,789 | 1.1% | 1.12% | 84 | -1,441 | -0.78% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 181,068 | 10,668 | 0.01% | 0.02% | 85 | -138,270 | -43.3% | Q2 2026 | Aug 19, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 173,705 | 10,234 | 5.72% | 5.53% | 86 | +10,765 | 6.61% | Q2 2026 | Aug 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 168,842 | 9,948 | 0.57% | 0.1% | 87 | +137,029 | 430.73% | Q2 2026 | Aug 04, 2026 |
| Clarus Group, Inc. | History | Reduced | 168,759 | 9,943 | 3.37% | 3.14% | 88 | -3,468 | -2.01% | Q2 2026 | Jul 24, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 167,987 | 9,897 | 2.46% | 2.34% | 89 | -331 | -0.2% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 167,112 | 9,846 | 0.85% | 0.82% | 90 | +10,360 | 6.61% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 166,066 | 9,784 | 0.07% | 0.07% | 91 | +168 | 0.1% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 164,041 | 9,665 | 0.21% | 0.22% | 92 | -20,274 | -11.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 158,718 | 9,352 | 0.27% | 0.25% | 93 | -3,487 | -2.15% | Q2 2026 | Jul 01, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 153,589 | 9,065 | 2.03% | 1.21% | 94 | +35 | 0.02% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | Added to | 150,459 | 8,875 | 0.04% | 0.03% | 95 | +16,497 | 12.31% | Q2 2026 | Aug 14, 2026 |
| Y.D. More Investments Ltd | History | Added to | 149,999 | 8,824 | 0.27% | 0.27% | 96 | +12,332 | 8.96% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 147,572 | 8,694 | 0.04% | 0.04% | 97 | +11,158 | 8.18% | Q2 2026 | Aug 13, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 146,296 | 8,619 | 3.28% | 3.47% | 98 | -12,134 | -7.66% | Q2 2026 | Aug 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 143,226 | 8,438 | 0.22% | 0.22% | 99 | +5,449 | 3.95% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 142,152 | 8,375 | 0.16% | 0.15% | 100 | +13,705 | 10.67% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 141,738 | 8,351 | 0.33% | 0.29% | 101 | +13,607 | 10.62% | Q2 2026 | Aug 14, 2026 |
| Copley Financial Group, Inc. | History | Added to | 135,421 | 7,979 | 4.83% | 4.06% | 102 | +3,088 | 2.33% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 131,020 | 7,719 | 0.18% | 0.26% | 103 | -50,528 | -27.83% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 131,000 | 7,718 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 134,699 | 7,623 | 0.95% | 1.06% | 105 | +18,707 | 16.13% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 129,111 | 7,607 | 0.02% | 0.02% | 106 | +3,764 | 3.0% | Q2 2026 | Aug 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 128,553 | 7,574 | 0.74% | 0.72% | 107 | -582 | -0.45% | Q2 2026 | Aug 05, 2026 |
| Capital Advantage, Inc. | History | Added to | 128,370 | 7,563 | 0.92% | 0.79% | 108 | +9,927 | 8.38% | Q2 2026 | Jul 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 127,441 | 7,521 | 0.18% | 0.15% | 109 | +13,993 | 12.33% | Q2 2026 | Aug 13, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Reduced | 125,968 | 7,422 | 4.12% | 4.21% | 110 | -769 | -0.61% | Q2 2026 | Jul 16, 2026 |
| San Luis Wealth Advisors LLC | History | New | 123,193 | 7,258 | 1.09% | — | 111 | +123,193 | New | Q2 2026 | Jul 16, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 120,474 | 7,110 | 3.87% | 3.88% | 112 | +1,937 | 1.63% | Q2 2026 | Aug 07, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 119,828 | 7,060 | 1.37% | 1.37% | 113 | +45 | 0.04% | Q2 2026 | Aug 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 117,147 | 6,902 | 2.04% | 1.99% | 114 | -3,584 | -2.97% | Q2 2026 | Jul 31, 2026 |
| Guilbault Capital LLC | History | Added to | 116,676 | 6,874 | 6.9% | 6.42% | 115 | +1,403 | 1.22% | Q2 2026 | Jul 23, 2026 |
| BANK HAPOALIM BM | History | Reduced | 115,725 | 6,819 | 0.45% | 0.92% | 116 | -2,115 | -1.79% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 114,046 | 6,719 | 0.09% | 0.09% | 117 | +1,574 | 1.4% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 112,518 | 6,630 | 0.04% | 0.03% | 118 | +41,825 | 59.16% | Q2 2026 | Jul 20, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 112,343 | 6,619 | 3.01% | 3.1% | 119 | +3,131 | 2.87% | Q2 2026 | Jul 07, 2026 |
| Elyxium Wealth, LLC | History | Added to | 112,054 | 6,602 | 0.69% | 1.13% | 120 | +42,987 | 62.24% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 109,272 | 6,438 | 0.0% | 0.0% | 121 | +31,112 | 39.81% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 108,182 | 6,374 | 0.01% | 0.01% | 122 | +17,019 | 18.67% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 108,153 | 6,372 | 0.07% | 0.05% | 123 | +32,616 | 43.18% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 107,163 | 6,313 | 0.05% | 0.03% | 124 | +37,825 | 54.55% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 105,470 | 6,214 | 0.08% | 0.07% | 125 | +3,182 | 3.11% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 104,767 | 6,172 | 0.0% | 0.0% | 126 | +21,517 | 25.85% | Q2 2026 | Aug 07, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 103,955 | 6,135 | 4.69% | 8.33% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 102,307 | 6,038 | 1.28% | 1.41% | 128 | +1,531 | 1.52% | Q2 2026 | Jul 21, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 102,030 | 6,011 | 1.19% | 1.05% | 129 | +12,184 | 13.56% | Q2 2026 | Jul 24, 2026 |
| WT Wealth Management | History | Added to | 101,491 | 5,979 | 1.66% | 1.52% | 130 | +634 | 0.63% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 100,944 | 5,947 | 0.06% | 0.04% | 131 | +29,057 | 40.42% | Q2 2026 | Aug 03, 2026 |
| TENET WEALTH PARTNERS, LLC | History | New | 103,461 | 5,946 | 4.42% | — | 132 | +103,461 | New | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 100,409 | 5,912 | 0.0% | 0.0% | 133 | -5,778 | -5.44% | Q2 2026 | Aug 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 99,806 | 5,890 | 0.25% | 0.24% | 134 | -2,245 | -2.2% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 99,925 | 5,887 | 0.02% | 0.02% | 135 | +8,989 | 9.88% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 98,580 | 5,808 | 0.03% | 0.03% | 136 | +7,590 | 8.34% | Q2 2026 | Jul 24, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 98,567 | 5,807 | 3.59% | 3.49% | 137 | +3,180 | 3.33% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 98,464 | 5,801 | 0.0% | 0.0% | 138 | -10,805 | -9.89% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 95,378 | 5,619 | 0.01% | 0.0% | 139 | +23,983 | 33.59% | Q2 2026 | Jul 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 93,647 | 5,517 | 0.0% | 0.0% | 140 | +11,368 | 13.82% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 92,965 | 5,477 | 0.0% | 0.0% | 141 | +10,544 | 12.79% | Q2 2026 | Aug 13, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 92,211 | 5,433 | 1.08% | 1.0% | 142 | +2,832 | 3.17% | Q2 2026 | Jul 22, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 91,892 | 5,414 | 0.83% | 0.75% | 143 | -2,259 | -2.4% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 91,673 | 5,401 | 0.0% | 0.0% | 144 | -4,755 | -4.93% | Q2 2026 | Aug 13, 2026 |
| Vectors Research Management, LLC | History | Added to | 90,821 | 5,351 | 1.4% | 0.64% | 145 | +47,608 | 110.17% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 147,238 | 5,333 | 0.01% | 0.01% | 146 | +17,514 | 13.5% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 89,564 | 5,277 | 0.3% | 0.27% | 147 | +6,695 | 8.08% | Q2 2026 | Jul 15, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | New | 88,770 | 5,230 | 0.12% | — | 148 | +88,770 | New | Q2 2026 | Jul 29, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 87,772 | 5,171 | 0.03% | 0.01% | 149 | +43,784 | 99.54% | Q2 2026 | Aug 11, 2026 |
| MRA Advisory Group | History | Reduced | 87,157 | 5,135 | 1.86% | 1.84% | 150 | -1,603 | -1.81% | Q2 2026 | Jul 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,536 | 5,098 | 0.0% | 0.0% | 151 | +55,651 | 180.19% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 86,025 | 5,068 | 2.58% | 2.57% | 152 | +357 | 0.42% | Q2 2026 | Aug 24, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 85,334 | 5,027 | 0.15% | 0.13% | 153 | +10,501 | 14.03% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | Added to | 85,259 | 5,023 | 0.25% | 0.2% | 154 | +2,627 | 3.18% | Q2 2026 | Jul 16, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 83,344 | 4,910 | 0.3% | 0.27% | 155 | +14,441 | 20.96% | Q2 2026 | Aug 11, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 82,975 | 4,888 | 1.0% | 1.06% | 156 | +188 | 0.23% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 82,494 | 4,860 | 0.03% | 0.03% | 157 | -1,292 | -1.54% | Q2 2026 | Jul 20, 2026 |
| EFG International AG | History | No change | 82,000 | 4,831 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | Added to | 81,210 | 4,784 | 0.06% | 0.05% | 159 | +156 | 0.19% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 80,387 | 4,736 | 0.0% | 0.0% | 160 | -1,052 | -1.29% | Q2 2026 | Aug 06, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 78,726 | 4,638 | 0.06% | 0.07% | 161 | -3,399 | -4.14% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 76,156 | 4,487 | 0.01% | 0.01% | 162 | +8,267 | 12.18% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 75,832 | 4,468 | 0.03% | 0.01% | 163 | +39,885 | 110.96% | Q2 2026 | Sep 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 75,003 | 4,419 | 0.07% | 0.04% | 164 | +28,053 | 59.75% | Q2 2026 | Aug 07, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 73,952 | 4,354 | 0.28% | 0.28% | 165 | -4,946 | -6.27% | Q2 2026 | Aug 11, 2026 |
| Oxford Wealth Group, LLC | History | Added to | 73,639 | 4,338 | 1.94% | 1.8% | 166 | +8,947 | 13.83% | Q2 2026 | Aug 13, 2026 |
| WAYSTONE ADVISORS LLC | History | Added to | 73,223 | 4,314 | 3.22% | 3.2% | 167 | +2,716 | 3.85% | Q2 2026 | Jul 16, 2026 |
| Wealthfront Advisers LLC | History | Added to | 73,087 | 4,306 | 0.01% | 0.01% | 168 | +24,795 | 51.34% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 72,853 | 4,298 | 0.01% | 0.01% | 169 | -6,274 | -7.93% | Q2 2026 | Aug 07, 2026 |
| Banque Transatlantique SA | History | Reduced | 72,530 | 4,273 | 0.09% | 0.11% | 170 | -21,515 | -22.88% | Q2 2026 | Jul 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 71,536 | 4,214 | 0.01% | — | 171 | +71,536 | New | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 70,970 | 4,181 | 0.09% | 0.01% | 172 | +61,963 | 687.94% | Q2 2026 | Aug 06, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 70,891 | 4,176 | 2.77% | 2.72% | 173 | +494 | 0.7% | Q2 2026 | Jul 28, 2026 |
| Magnus Financial Group LLC | History | Added to | 70,866 | 4,175 | 0.3% | 0.26% | 174 | +8,743 | 14.07% | Q2 2026 | Jul 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 70,524 | 4,155 | 0.16% | — | 175 | +70,524 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 68,816 | 4,054 | 0.01% | 0.0% | 176 | +19,269 | 38.89% | Q2 2026 | Aug 14, 2026 |
| Austin Wealth Management, LLC | History | Added to | 71,734 | 4,038 | 0.85% | 0.82% | 177 | +1,501 | 2.14% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 68,336 | 4,026 | 1.03% | 0.56% | 178 | +29,441 | 75.69% | Q2 2026 | Aug 06, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 67,907 | 4,001 | 0.48% | 0.43% | 179 | +5,366 | 8.58% | Q2 2026 | Jul 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 67,296 | 3,965 | 0.05% | 0.05% | 180 | +1,975 | 3.02% | Q2 2026 | Jul 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 65,521 | 3,860 | 0.05% | 0.04% | 181 | +7,984 | 13.88% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 65,179 | 3,840 | 0.0% | 0.0% | 182 | +23,467 | 56.26% | Q2 2026 | Aug 14, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 64,929 | 3,825 | 2.5% | 2.56% | 183 | -4,319 | -6.24% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 64,804 | 3,818 | 0.08% | 0.08% | 184 | +532 | 0.83% | Q2 2026 | Jul 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 64,450 | 3,797 | 0.19% | 0.07% | 185 | +40,351 | 167.44% | Q2 2026 | Jul 20, 2026 |
| BIP Wealth, LLC | History | New | 64,378 | 3,793 | 0.11% | — | 186 | +64,378 | New | Q2 2026 | Aug 03, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 64,173 | 3,781 | 0.3% | 0.19% | 187 | +23,515 | 57.84% | Q2 2026 | Jul 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 63,904 | 3,765 | 0.18% | 0.17% | 188 | +424 | 0.67% | Q2 2026 | Jul 23, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 62,840 | 3,708 | 2.58% | 5.93% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 62,520 | 3,683 | 0.05% | 0.05% | 190 | +4,505 | 7.77% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 62,115 | 3,659 | 0.01% | 0.0% | 191 | +230 | 0.37% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 61,740 | 3,637 | 0.35% | 0.35% | 192 | -1,150 | -1.83% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | Added to | 61,621 | 3,633 | 0.04% | 0.01% | 193 | +38,488 | 166.38% | Q2 2026 | Aug 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 61,318 | 3,612 | 0.13% | 0.14% | 194 | -3,422 | -5.29% | Q2 2026 | Jul 29, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 58,780 | 3,463 | 1.35% | 1.44% | 195 | -499 | -0.84% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 57,927 | 3,413 | 0.05% | 0.05% | 196 | -1,764 | -2.96% | Q2 2026 | Aug 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 57,986 | 3,410 | 0.91% | 0.91% | 197 | +871 | 1.52% | Q2 2026 | Jul 30, 2026 |
| Western Wealth Management, LLC | History | Added to | 57,134 | 3,366 | 0.11% | 0.1% | 198 | +4,134 | 7.8% | Q2 2026 | Aug 14, 2026 |
| Peck Wealth Management, LLC | History | Added to | 56,913 | 3,353 | 2.82% | 2.48% | 199 | +8,173 | 16.77% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | Added to | 53,667 | 3,162 | 0.0% | 0.0% | 200 | +6,398 | 13.54% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 53,677 | 3,153 | 0.15% | 0.14% | 201 | -6,702 | -11.1% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 53,400 | 3,146 | 0.0% | 0.0% | 202 | +35,200 | 193.41% | Q2 2026 | Aug 13, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 53,394 | 3,146 | 0.98% | 1.04% | 203 | -1,866 | -3.38% | Q2 2026 | Jul 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 52,983 | 3,121 | 0.75% | — | 204 | +52,983 | New | Q2 2026 | Aug 10, 2026 |
| Steelhead Wealth Management LLC | History | Reduced | 52,699 | 3,105 | 1.25% | 1.36% | 205 | -137 | -0.26% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 52,412 | 3,088 | 0.07% | 0.06% | 206 | +1,438 | 2.82% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 52,416 | 3,088 | 0.2% | 0.19% | 207 | +1,240 | 2.42% | Q2 2026 | Aug 07, 2026 |
| REDW Wealth LLC | History | Reduced | 52,339 | 3,083 | 1.1% | 1.06% | 208 | -25 | -0.05% | Q2 2026 | Jul 30, 2026 |
| GPM Growth Investors, Inc. | History | New | 52,312 | 3,082 | 1.29% | — | 209 | +52,312 | New | Q2 2026 | Aug 07, 2026 |
| McCollum Christoferson Group LLC | History | New | 52,120 | 3,070 | 0.9% | — | 210 | +52,120 | New | Q2 2026 | Jul 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 52,100 | 3,069 | 0.15% | 0.09% | 211 | +20,668 | 65.75% | Q2 2026 | Jul 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 51,554 | 3,037 | 0.03% | 0.03% | 212 | +629 | 1.24% | Q2 2026 | Aug 05, 2026 |
| Nvest Financial, LLC | History | Added to | 51,223 | 3,018 | 0.95% | 0.91% | 213 | +2,900 | 6.0% | Q2 2026 | Jul 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 53,413 | 3,013 | 0.08% | 0.08% | 214 | +1,908 | 3.7% | Q2 2026 | Jul 15, 2026 |
| ZEGA Investments, LLC | History | Added to | 50,616 | 2,982 | 0.31% | 0.18% | 215 | +18,381 | 57.02% | Q2 2026 | Jul 31, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 49,972 | 2,944 | 0.3% | 0.26% | 216 | +4,735 | 10.47% | Q2 2026 | Jul 16, 2026 |
| Diversify Advisory Services, LLC | History | New | 51,086 | 2,936 | 0.05% | — | 218 | +51,086 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 51,086 | 2,936 | 0.05% | 0.05% | 217 | +526 | 1.04% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 49,445 | 2,913 | 0.02% | 0.01% | 219 | +24,316 | 96.76% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 48,920 | 2,882 | 0.02% | 0.02% | 220 | +8,066 | 19.74% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 48,946 | 2,882 | 0.01% | 0.01% | 221 | +646 | 1.34% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Added to | 54,670 | 2,875 | 0.05% | 0.04% | 222 | +11,484 | 26.59% | Q2 2026 | Aug 13, 2026 |
| Advisor Resource Council | History | Added to | 49,393 | 2,856 | 0.81% | 0.49% | 223 | +19,309 | 64.18% | Q2 2026 | Jul 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 48,304 | 2,851 | 0.09% | 0.07% | 224 | +8,160 | 20.33% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 48,189 | 2,839 | 0.09% | 0.09% | 225 | -1,995 | -3.98% | Q2 2026 | Jul 17, 2026 |
| Norris Financial Group, LLC | History | Added to | 47,491 | 2,798 | 1.11% | 0.6% | 226 | +11,071 | 30.4% | Q2 2026 | Aug 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 47,127 | 2,776 | 0.08% | 0.06% | 227 | +9,144 | 24.07% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 47,075 | 2,773 | 0.68% | 0.21% | 228 | +32,816 | 230.14% | Q2 2026 | Jul 30, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 46,951 | 2,766 | 0.18% | 0.18% | 229 | +623 | 1.34% | Q2 2026 | Jul 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 46,685 | 2,750 | 0.03% | 0.01% | 230 | +27,983 | 149.63% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 46,664 | 2,749 | 0.11% | 0.11% | 231 | +981 | 2.15% | Q2 2026 | Jul 27, 2026 |
| Maridea Wealth Management LLC | History | New | 46,500 | 2,739 | 0.3% | — | 232 | +46,500 | New | Q2 2026 | Aug 06, 2026 |
| Owen LaRue, LLC | History | Added to | 45,515 | 2,681 | 0.93% | 0.78% | 233 | +5,759 | 14.49% | Q2 2026 | Jul 22, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 44,902 | 2,645 | 1.15% | 0.62% | 234 | +22,563 | 101.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 44,530 | 2,623 | 0.11% | 0.1% | 235 | +5,120 | 12.99% | Q2 2026 | Jul 22, 2026 |
| Bison Wealth, LLC | History | Reduced | 44,938 | 2,598 | 0.24% | 0.26% | 236 | -2,309 | -4.89% | Q2 2026 | Jul 07, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 43,793 | 2,580 | 0.39% | 0.36% | 237 | +465 | 1.07% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 42,982 | 2,532 | 0.02% | 0.04% | 238 | +14,950 | 53.33% | Q2 2026 | Aug 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 42,268 | 2,490 | 1.03% | 1.08% | 239 | -1,933 | -4.37% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 42,102 | 2,480 | 0.02% | 0.01% | 240 | +13,344 | 46.4% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 41,799 | 2,462 | 0.04% | 0.03% | 241 | +1,143 | 2.81% | Q2 2026 | Aug 10, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 41,346 | 2,436 | 0.54% | 0.51% | 242 | +1,499 | 3.76% | Q2 2026 | Aug 03, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 41,234 | 2,429 | 0.59% | 0.58% | 243 | +324 | 0.79% | Q2 2026 | Aug 10, 2026 |
| Veridan Wealth LLC | History | New | 40,879 | 2,408 | 0.82% | — | 244 | +40,879 | New | Q2 2026 | Aug 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 40,759 | 2,401 | 1.39% | 1.33% | 245 | +285 | 0.7% | Q2 2026 | Jul 21, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 40,492 | 2,386 | 0.9% | 0.9% | 246 | -1,752 | -4.15% | Q2 2026 | Aug 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 39,904 | 2,351 | 1.75% | 1.65% | 247 | -30 | -0.08% | Q2 2026 | Jul 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 39,299 | 2,315 | 0.01% | 0.0% | 248 | +31,110 | 379.9% | Q2 2026 | Aug 18, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 39,089 | 2,303 | 0.04% | 0.04% | 249 | +2,614 | 7.17% | Q2 2026 | Aug 04, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 38,828 | 2,287 | 0.66% | 0.65% | 250 | +1,213 | 3.22% | Q2 2026 | Jul 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 38,802 | 2,286 | 0.02% | — | 251 | +38,802 | New | Q2 2026 | Aug 14, 2026 |
| SFI Advisors, LLC | History | Reduced | 38,723 | 2,281 | 1.97% | 2.08% | 252 | -308 | -0.79% | Q2 2026 | Jul 27, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 38,556 | 2,271 | 0.33% | 0.31% | 253 | +1,415 | 3.81% | Q2 2026 | Jul 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 38,299 | 2,256 | 0.04% | 0.04% | 254 | +4,741 | 14.13% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 38,136 | 2,246 | 0.83% | 0.85% | 255 | -2,083 | -5.18% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 37,666 | 2,219 | 0.12% | 0.11% | 256 | +1,776 | 4.95% | Q2 2026 | Jul 27, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 37,538 | 2,210 | 1.07% | 1.11% | 257 | -1,705 | -4.34% | Q2 2026 | Jul 08, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 37,403 | 2,203 | 0.43% | 0.41% | 258 | +1,374 | 3.81% | Q2 2026 | Aug 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 37,070 | 2,184 | 0.84% | 0.99% | 259 | -4,659 | -11.16% | Q2 2026 | Jul 09, 2026 |
| Systelligence, LLC | History | No change | 37,032 | 2,181 | 0.36% | 0.37% | 260 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 36,690 | 2,162 | 0.03% | 0.03% | 261 | -408 | -1.1% | Q2 2026 | Jul 15, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 36,503 | 2,150 | 0.67% | 0.65% | 262 | -1,099 | -2.92% | Q2 2026 | Jul 27, 2026 |
| Ciovacco Capital Management LLC | History | New | 36,178 | 2,131 | 0.95% | — | 263 | +36,178 | New | Q2 2026 | Aug 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 35,610 | 2,098 | 0.02% | 0.01% | 264 | +2,149 | 6.42% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | New | 35,503 | 2,091 | 0.01% | — | 265 | +35,503 | New | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 34,703 | 2,044 | 0.1% | 0.1% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| APS Management Group, Inc. | History | Reduced | 34,621 | 2,039 | 1.57% | 1.52% | 267 | -439 | -1.25% | Q2 2026 | Jul 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 34,488 | 2,032 | 0.0% | 0.0% | 268 | +19,228 | 126.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 33,336 | 1,964 | 0.06% | 0.06% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 32,818 | 1,933 | 0.56% | 0.11% | 270 | +26,826 | 447.7% | Q2 2026 | Aug 11, 2026 |
| Sigma Planning Corp | History | Added to | 32,624 | 1,922 | 0.05% | 0.04% | 271 | +900 | 2.84% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 32,300 | 1,903 | 0.0% | 0.0% | 272 | +14,500 | 81.46% | Q2 2026 | Sep 02, 2026 |
| WBH ADVISORY INC | History | Added to | 32,194 | 1,896 | 0.13% | 0.12% | 273 | +222 | 0.69% | Q2 2026 | Aug 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 32,091 | 1,890 | 0.66% | 0.66% | 274 | -576 | -1.76% | Q2 2026 | Aug 14, 2026 |
| Simmons Bank | History | New | 31,572 | 1,860 | 0.11% | — | 275 | +31,572 | New | Q2 2026 | Jul 31, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 31,435 | 1,852 | 0.09% | 0.07% | 276 | +3,663 | 13.19% | Q2 2026 | Jul 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 31,167 | 1,836 | 0.16% | 0.16% | 277 | -6,400 | -17.04% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 30,855 | 1,821 | 0.44% | 0.44% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Copia Wealth Management | History | Added to | 30,818 | 1,815 | 1.09% | 0.9% | 279 | +5,170 | 20.16% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 30,607 | 1,803 | 0.02% | 0.01% | 280 | +13,466 | 78.56% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | No change | 30,548 | 1,799 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 30,439 | 1,793 | 0.32% | 0.29% | 282 | +358 | 1.19% | Q2 2026 | Aug 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 30,297 | 1,784 | 1.05% | 0.99% | 283 | +1,219 | 4.19% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 30,233 | 1,781 | 0.05% | 0.04% | 284 | +1,882 | 6.64% | Q2 2026 | Jul 28, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 29,996 | 1,767 | 1.2% | 1.13% | 285 | -848 | -2.75% | Q2 2026 | Jul 20, 2026 |
| Financial Freedom, LLC | History | No change | 29,934 | 1,763 | 0.81% | 0.76% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Purpose Unlimited Inc. | History | Added to | 29,834 | 1,757 | 0.07% | 0.0% | 287 | +29,606 | 12985.09% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | New | 29,288 | 1,725 | 0.16% | — | 288 | +29,288 | New | Q2 2026 | Aug 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 28,969 | 1,709 | 0.02% | 0.02% | 289 | -575 | -1.95% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 28,941 | 1,705 | 0.15% | 0.15% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 28,834 | 1,698 | 1.07% | 0.99% | 291 | -850 | -2.86% | Q2 2026 | Aug 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 28,442 | 1,675 | 0.5% | 0.48% | 292 | +2,167 | 8.25% | Q2 2026 | Jul 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 28,311 | 1,668 | 0.0% | 0.0% | 293 | +10,356 | 57.68% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 28,186 | 1,660 | 0.03% | 0.03% | 294 | -400 | -1.4% | Q2 2026 | Jul 20, 2026 |
| Sonoma Allocations LLC | History | Added to | 28,422 | 1,658 | 0.52% | 0.3% | 295 | +11,409 | 67.06% | Q2 2026 | Jul 08, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 27,840 | 1,640 | 0.14% | 0.15% | 296 | +275 | 1.0% | Q2 2026 | Jul 30, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 27,653 | 1,629 | 0.37% | 0.36% | 297 | -650 | -2.3% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 27,428 | 1,616 | 0.02% | 0.02% | 298 | -2 | -0.01% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,426 | 1,615 | 0.01% | 0.0% | 299 | +9,255 | 50.93% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 27,368 | 1,612 | 0.11% | 0.11% | 300 | -875 | -3.1% | Q2 2026 | Jul 07, 2026 |