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 | No change | 25,173,381 | 1,483,215 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 24,488,508 | 1,442,862 | 0.48% | 0.48% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 11,645,278 | 686,139 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 9,616,218 | 566,587 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 7,983,139 | 419,115 | 1.97% | 2.56% | 5 | -955,000 | -10.68% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,089,117 | 299,850 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,495,049 | 263,409 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,214,610 | 248,072 | 0.3% | 0.3% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,597,436 | 211,960 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 3,061,202 | 180,368 | 0.18% | 0.18% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,722,598 | 160,415 | 2.12% | 2.12% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 2,832,025 | 148,681 | 0.96% | 1.12% | 12 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| UBS Group AG | History | No change | 2,365,466 | 139,373 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,228,495 | 131,313 | 0.15% | 0.15% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 2,326,475 | 122,139 | 0.06% | 0.07% | 15 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,969,091 | 116,020 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 1,964,140 | 115,727 | 5.73% | 5.73% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 1,871,750 | 110,316 | 0.49% | 0.49% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,861,776 | 109,695 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,856,098 | 109,361 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 1,699,405 | 100,128 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,806,103 | 94,820 | 1.8% | 1.88% | 22 | +159,802 | 9.71% | Q3 2026 | Nov 04, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 1,722,992 | 90,457 | 5.9% | 6.81% | 23 | -124,578 | -6.74% | Q3 2026 | Oct 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,406,849 | 82,909 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,479,847 | 77,691 | 0.22% | 0.19% | 25 | +455,954 | 44.53% | Q3 2026 | Nov 02, 2026 |
| Treasurer of the State of North Carolina | History | No change | 904,346 | 53,284 | 0.14% | 0.14% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 878,989 | 51,790 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 988,373 | 51,464 | 1.75% | 2.19% | 28 | -39,728 | -3.86% | Q3 2026 | Oct 30, 2026 |
| HighTower Advisors, LLC | History | No change | 871,355 | 51,340 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 844,313 | 49,746 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 935,604 | 49,119 | 0.87% | 0.95% | 31 | +17,382 | 1.89% | Q3 2026 | Oct 23, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 782,638 | 46,113 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 743,811 | 43,825 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 728,078 | 42,898 | 0.5% | 0.5% | 34 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 792,602 | 41,611 | 0.05% | 0.07% | 35 | -213,843 | -21.25% | Q3 2026 | Nov 02, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 739,373 | 38,817 | 2.07% | 2.32% | 36 | -16,272 | -2.15% | Q3 2026 | Oct 23, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 647,770 | 38,233 | 1.57% | 1.57% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Destination Wealth Management | History | No change | 621,076 | 36,593 | 0.85% | 0.85% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Life Fund Advisors LLC | History | No change | 594,414 | 35,022 | 3.85% | 3.85% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 577,813 | 34,044 | 0.54% | 0.54% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 570,265 | 33,600 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 616,185 | 32,349 | 0.06% | 0.06% | 42 | -87,103 | -12.39% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 606,922 | 31,863 | 0.07% | 0.07% | 43 | +66,305 | 12.26% | Q3 2026 | Nov 02, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 605,502 | 31,788 | 3.31% | 4.2% | 44 | -4,392 | -0.72% | Q3 2026 | Nov 03, 2026 |
| Cooper Financial Group | History | Added to | 591,786 | 31,068 | 2.47% | 2.82% | 45 | +15,398 | 2.67% | Q3 2026 | Oct 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 501,911 | 29,572 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 493,294 | 29,064 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 472,633 | 27,847 | 0.56% | 0.56% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 470,344 | 27,713 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 449,071 | 26,459 | 0.16% | 0.16% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 397,534 | 23,390 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 385,411 | 22,709 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 360 Financial, Inc. | History | No change | 374,735 | 22,079 | 5.61% | 5.61% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 407,101 | 21,372 | 2.35% | 2.15% | 54 | +4,096 | 1.02% | Q3 2026 | Oct 19, 2026 |
| Private Advisor Group, LLC | History | No change | 320,363 | 18,875 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 316,206 | 18,630 | 0.05% | 0.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 312,551 | 18,415 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 330,229 | 17,337 | 2.94% | 3.29% | 58 | +2,633 | 0.8% | Q3 2026 | Oct 07, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 323,336 | 16,975 | 3.14% | 3.38% | 59 | +1,978 | 0.62% | Q3 2026 | Nov 04, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 301,324 | 16,407 | 1.68% | 2.13% | 60 | +33,927 | 12.69% | Q3 2026 | Nov 04, 2026 |
| Systelligence, LLC | History | Added to | 357,167 | 16,054 | 2.65% | 0.36% | 61 | +320,135 | 864.48% | Q3 2026 | Nov 05, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 265,157 | 15,623 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 246,013 | 14,501 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 271,105 | 14,233 | 0.36% | 0.43% | 64 | -2,904 | -1.06% | Q3 2026 | Oct 29, 2026 |
| CITIGROUP INC | History | Added to | 267,265 | 14,031 | 0.0% | 0.01% | 65 | +189 | 0.07% | Q3 2026 | Nov 04, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 229,190 | 13,527 | 1.67% | 1.67% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 252,777 | 13,270 | 1.32% | 1.45% | 67 | -482 | -0.19% | Q3 2026 | Oct 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 248,931 | 13,068 | 0.32% | 0.36% | 68 | +4,507 | 1.84% | Q3 2026 | Oct 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 245,208 | 12,873 | 0.22% | 0.24% | 69 | +33,716 | 15.94% | Q3 2026 | Oct 21, 2026 |
| Symphony Financial Services, Inc. | History | No change | 217,871 | 12,836 | 5.77% | 5.77% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 214,811 | 12,656 | 0.47% | 0.47% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 210,835 | 12,422 | 4.06% | 4.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockport Wealth LLC | History | Reduced | 232,873 | 12,225 | 2.14% | 3.64% | 73 | -134,830 | -36.67% | Q3 2026 | Nov 03, 2026 |
| Eagle Strategies LLC | History | Reduced | 232,670 | 12,215 | 1.18% | 1.4% | 74 | -7,014 | -2.93% | Q3 2026 | Oct 16, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 200,760 | 11,828 | 4.2% | 4.2% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 199,180 | 11,735 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 222,445 | 11,678 | 1.11% | 1.23% | 77 | +1,862 | 0.84% | Q3 2026 | Oct 19, 2026 |
| National Philanthropic Trust | History | No change | 192,783 | 11,358 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | Added to | 213,580 | 11,214 | 4.26% | 4.9% | 79 | +454 | 0.21% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 181,068 | 10,668 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Investors Research Corp | History | Reduced | 194,249 | 10,198 | 1.79% | 2.05% | 81 | -63 | -0.03% | Q3 2026 | Oct 07, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 192,768 | 10,120 | 1.71% | 1.91% | 82 | +698 | 0.36% | Q3 2026 | Oct 30, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 189,907 | 9,970 | 0.57% | 0.57% | 83 | +21,065 | 12.48% | Q3 2026 | Oct 09, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 167,987 | 9,897 | 2.46% | 2.46% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | No change | 167,112 | 9,846 | 0.85% | 0.85% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 166,066 | 9,784 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 164,041 | 9,665 | 0.21% | 0.21% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Added to | 176,178 | 9,249 | 5.16% | 5.72% | 88 | +2,473 | 1.42% | Q3 2026 | Oct 09, 2026 |
| Financial Partners Group, Inc | History | Reduced | 171,750 | 9,016 | 0.94% | 1.1% | 89 | -11,364 | -6.21% | Q3 2026 | Oct 19, 2026 |
| &PARTNERS | History | No change | 150,459 | 8,875 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 147,572 | 8,694 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 164,816 | 8,653 | 0.23% | 0.27% | 92 | +6,098 | 3.84% | Q3 2026 | Oct 02, 2026 |
| Clarus Group, Inc. | History | Reduced | 160,932 | 8,448 | 2.79% | 3.37% | 93 | -7,827 | -4.64% | Q3 2026 | Oct 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 143,226 | 8,438 | 0.22% | 0.22% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 141,738 | 8,351 | 0.33% | 0.33% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 153,899 | 8,079 | 1.07% | 2.03% | 96 | +310 | 0.2% | Q3 2026 | Nov 04, 2026 |
| Copley Financial Group, Inc. | History | No change | 135,421 | 7,979 | 4.83% | 4.83% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y.D. More Investments Ltd | History | Added to | 151,401 | 7,939 | 0.23% | 0.27% | 98 | +1,402 | 0.93% | Q3 2026 | Nov 02, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 147,977 | 7,768 | 0.14% | 0.16% | 99 | +5,825 | 4.1% | Q3 2026 | Oct 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 131,020 | 7,719 | 0.18% | 0.18% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 131,000 | 7,718 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 146,875 | 7,710 | 0.08% | 0.07% | 102 | +38,722 | 35.8% | Q3 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 129,111 | 7,607 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 127,441 | 7,521 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 140,787 | 7,391 | 0.11% | 0.07% | 105 | +65,784 | 87.71% | Q3 2026 | Oct 22, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 136,434 | 7,162 | 0.86% | 0.95% | 106 | +1,735 | 1.29% | Q3 2026 | Oct 28, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 120,474 | 7,110 | 3.87% | 3.87% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspire Capital Advisors LLC | History | No change | 119,828 | 7,060 | 1.37% | 1.37% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Advantage, Inc. | History | Added to | 134,396 | 7,055 | 0.85% | 0.92% | 109 | +6,026 | 4.69% | Q3 2026 | Oct 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 117,147 | 6,902 | 2.04% | 2.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK HAPOALIM BM | History | No change | 115,725 | 6,819 | 0.45% | 0.45% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 114,046 | 6,719 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 127,764 | 6,707 | 0.62% | 0.74% | 113 | -789 | -0.61% | Q3 2026 | Oct 23, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 127,695 | 6,703 | 3.66% | 4.12% | 114 | +1,727 | 1.37% | Q3 2026 | Oct 19, 2026 |
| ASSETMARK, INC | History | Added to | 126,724 | 6,653 | 0.01% | 0.01% | 115 | +18,542 | 17.14% | Q3 2026 | Oct 21, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 125,671 | 6,597 | 2.66% | 3.28% | 116 | -20,625 | -14.1% | Q3 2026 | Nov 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 124,656 | 6,544 | 0.04% | 0.04% | 117 | +12,138 | 10.79% | Q3 2026 | Oct 26, 2026 |
| WT Wealth Management | History | Added to | 123,176 | 6,466 | 1.81% | 1.66% | 118 | +21,685 | 21.37% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 109,272 | 6,438 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 119,444 | 6,270 | 0.03% | 0.03% | 120 | +20,864 | 21.16% | Q3 2026 | Oct 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 105,470 | 6,214 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 104,767 | 6,172 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provident Co of the Employees of the Hebrew University LTD | History | No change | 103,955 | 6,135 | 4.69% | 4.69% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Guilbault Capital LLC | History | Reduced | 115,121 | 6,043 | 5.92% | 6.9% | 124 | -1,555 | -1.33% | Q3 2026 | Oct 28, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 114,271 | 5,999 | 2.76% | 3.01% | 125 | +1,928 | 1.72% | Q3 2026 | Oct 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 100,409 | 5,912 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 99,925 | 5,887 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 111,209 | 5,838 | 0.59% | 0.69% | 128 | -845 | -0.75% | Q3 2026 | Oct 27, 2026 |
| PMG Wealth Management, Inc. | History | No change | 98,567 | 5,807 | 3.59% | 3.59% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 98,464 | 5,801 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 109,844 | 5,766 | 0.57% | 1.53% | 131 | -177,241 | -61.74% | Q3 2026 | Oct 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 107,581 | 5,647 | 0.01% | 0.01% | 132 | +12,203 | 12.79% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 107,248 | 5,630 | 0.04% | 0.05% | 133 | +85 | 0.08% | Q3 2026 | Oct 08, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 105,249 | 5,525 | 0.68% | 1.28% | 134 | +2,942 | 2.88% | Q3 2026 | Oct 19, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 105,090 | 5,517 | 1.07% | 1.19% | 136 | +3,060 | 3.0% | Q3 2026 | Oct 16, 2026 |
| NORTHERN TRUST CORP | History | No change | 93,647 | 5,517 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 92,965 | 5,477 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 104,115 | 5,466 | 0.0% | 0.0% | 138 | +12,442 | 13.57% | Q3 2026 | Nov 02, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 91,892 | 5,414 | 0.83% | 0.83% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 155,073 | 5,374 | 0.01% | 0.01% | 140 | +7,835 | 5.32% | Q3 2026 | Oct 13, 2026 |
| TENET WEALTH PARTNERS, LLC | History | Reduced | 102,352 | 5,373 | 3.77% | 4.42% | 141 | -1,109 | -1.07% | Q3 2026 | Oct 19, 2026 |
| Vectors Research Management, LLC | History | No change | 90,821 | 5,351 | 1.4% | 1.4% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 87,772 | 5,171 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 86,536 | 5,098 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 96,323 | 5,056 | 0.3% | 0.3% | 145 | +12,979 | 15.57% | Q3 2026 | Nov 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 95,639 | 5,021 | 0.22% | 0.25% | 146 | -4,167 | -4.18% | Q3 2026 | Oct 29, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 94,874 | 4,980 | 0.15% | 0.15% | 147 | +9,540 | 11.18% | Q3 2026 | Nov 05, 2026 |
| Merit Financial Group, LLC | History | No change | 82,494 | 4,860 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EFG International AG | History | No change | 82,000 | 4,831 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 91,300 | 4,793 | 0.93% | 1.08% | 150 | -911 | -0.99% | Q3 2026 | Oct 16, 2026 |
| Madison Asset Management, LLC | History | No change | 81,210 | 4,784 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 80,387 | 4,736 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | Added to | 89,798 | 4,714 | 0.01% | 0.01% | 153 | +16,945 | 23.26% | Q3 2026 | Nov 04, 2026 |
| Bank of the Bluegrass & Trust Co. | History | No change | 89,057 | 4,675 | 1.44% | 1.44% | 154 | 0 | 0.0% | Q2 2026 | Oct 28, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 88,770 | 4,660 | 0.11% | 0.12% | 155 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 78,726 | 4,638 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 87,816 | 4,610 | 0.05% | 0.06% | 157 | -13,128 | -13.01% | Q3 2026 | Oct 26, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 87,215 | 4,578 | 2.42% | 2.58% | 158 | +1,190 | 1.38% | Q3 2026 | Nov 05, 2026 |
| PFG Advisors | History | Added to | 86,564 | 4,544 | 0.23% | 0.25% | 159 | +1,305 | 1.53% | Q3 2026 | Oct 15, 2026 |
| MRA Advisory Group | History | Reduced | 86,434 | 4,537 | 1.7% | 1.86% | 160 | -723 | -0.83% | Q3 2026 | Oct 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 76,156 | 4,487 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 75,832 | 4,468 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 83,723 | 4,395 | 0.9% | 1.0% | 163 | +748 | 0.9% | Q3 2026 | Oct 20, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 73,952 | 4,354 | 0.28% | 0.28% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oxford Wealth Group, LLC | History | No change | 73,639 | 4,338 | 1.94% | 1.94% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 73,223 | 4,314 | 3.23% | 3.22% | 166 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Wealthfront Advisers LLC | History | No change | 73,087 | 4,306 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Banque Transatlantique SA | History | No change | 72,530 | 4,273 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 80,369 | 4,219 | 0.05% | 0.05% | 169 | +13,073 | 19.43% | Q3 2026 | Oct 23, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 71,536 | 4,214 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 70,970 | 4,181 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paladin Advisory Group, LLC | History | No change | 70,891 | 4,176 | 2.77% | 2.77% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 79,429 | 4,170 | 0.21% | 0.3% | 173 | -10,135 | -11.32% | Q3 2026 | Oct 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 70,524 | 4,155 | 0.16% | 0.16% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 68,816 | 4,054 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 71,734 | 4,038 | 0.85% | 0.85% | 176 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Advisors, LLC | History | No change | 68,336 | 4,026 | 1.03% | 1.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 76,340 | 4,007 | 0.58% | 1.09% | 178 | -46,853 | -38.03% | Q3 2026 | Oct 27, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 75,658 | 3,972 | 0.48% | 0.48% | 179 | +7,751 | 11.41% | Q3 2026 | Oct 21, 2026 |
| Magnus Financial Group LLC | History | Added to | 75,579 | 3,967 | 0.27% | 0.3% | 180 | +4,713 | 6.65% | Q3 2026 | Oct 21, 2026 |
| Summit Trail Advisors, LLC | History | No change | 65,521 | 3,860 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 65,179 | 3,840 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 64,804 | 3,818 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 64,173 | 3,781 | 0.3% | 0.3% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 63,904 | 3,765 | 0.18% | 0.18% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BIP Wealth, LLC | History | Added to | 70,681 | 3,710 | 0.1% | 0.11% | 186 | +6,303 | 9.79% | Q3 2026 | Oct 22, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | No change | 62,840 | 3,708 | 2.58% | 2.58% | 187 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NorthRock Partners, LLC | History | No change | 62,520 | 3,683 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 62,115 | 3,659 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 61,621 | 3,633 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 69,103 | 3,627 | 0.05% | 0.05% | 191 | +11,176 | 19.29% | Q3 2026 | Nov 03, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 58,780 | 3,463 | 1.35% | 1.35% | 192 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 64,446 | 3,383 | 0.02% | 0.02% | 193 | +15,526 | 31.74% | Q3 2026 | Oct 16, 2026 |
| Western Wealth Management, LLC | History | No change | 57,134 | 3,366 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 61,226 | 3,214 | 0.12% | 0.13% | 195 | -92 | -0.15% | Q3 2026 | Oct 13, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 60,390 | 3,170 | 0.29% | 0.35% | 196 | -1,350 | -2.19% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 53,667 | 3,162 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 53,677 | 3,153 | 0.15% | 0.15% | 198 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 53,400 | 3,146 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 52,983 | 3,121 | 0.75% | 0.75% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steelhead Wealth Management LLC | History | No change | 52,699 | 3,105 | 1.25% | 1.25% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 52,412 | 3,088 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 52,416 | 3,088 | 0.2% | 0.2% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 58,673 | 3,080 | 0.8% | 0.91% | 204 | +687 | 1.18% | Q3 2026 | Nov 04, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 58,328 | 3,062 | 1.2% | 1.15% | 205 | +13,426 | 29.9% | Q3 2026 | Nov 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 58,148 | 3,052 | 0.15% | 0.01% | 206 | +53,625 | 1185.61% | Q3 2026 | Oct 28, 2026 |
| Nvest Financial, LLC | History | No change | 51,223 | 3,018 | 0.95% | 0.95% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COURIER CAPITAL LLC | History | Added to | 56,039 | 2,942 | 0.15% | 0.15% | 208 | +3,939 | 7.56% | Q3 2026 | Oct 19, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 55,970 | 2,938 | 2.49% | 2.82% | 209 | -943 | -1.66% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 49,445 | 2,913 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 54,973 | 2,886 | 1.22% | 1.29% | 211 | +2,661 | 5.09% | Q3 2026 | Oct 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 54,147 | 2,883 | 0.07% | 0.08% | 212 | +734 | 1.37% | Q3 2026 | Oct 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 48,946 | 2,882 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 54,670 | 2,875 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor Resource Council | History | No change | 49,393 | 2,856 | 0.81% | 0.81% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 53,409 | 2,803 | 0.82% | 0.9% | 216 | +1,289 | 2.47% | Q3 2026 | Oct 13, 2026 |
| Norris Financial Group, LLC | History | No change | 47,491 | 2,798 | 1.11% | 1.11% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 53,196 | 2,792 | 0.11% | 0.11% | 218 | +6,532 | 14.0% | Q3 2026 | Oct 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 47,127 | 2,776 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 52,628 | 2,762 | 0.68% | 0.68% | 220 | +5,553 | 11.8% | Q3 2026 | Oct 19, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 46,685 | 2,750 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 52,279 | 2,745 | 0.28% | 0.3% | 222 | +2,307 | 4.62% | Q3 2026 | Oct 27, 2026 |
| REDW Wealth LLC | History | Reduced | 52,214 | 2,741 | 1.0% | 1.1% | 223 | -125 | -0.24% | Q3 2026 | Oct 30, 2026 |
| Maridea Wealth Management LLC | History | No change | 46,500 | 2,739 | 0.3% | 0.3% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 51,910 | 2,725 | 0.8% | 0.98% | 225 | -1,484 | -2.78% | Q3 2026 | Oct 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 51,384 | 2,697 | 0.03% | 0.03% | 226 | -170 | -0.33% | Q3 2026 | Oct 20, 2026 |
| Bison Wealth, LLC | History | Added to | 50,277 | 2,683 | 0.22% | 0.24% | 227 | +5,339 | 11.88% | Q3 2026 | Oct 13, 2026 |
| Owen LaRue, LLC | History | No change | 45,515 | 2,681 | 0.93% | 0.93% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 50,777 | 2,665 | 0.11% | 0.11% | 229 | +6,247 | 14.03% | Q3 2026 | Nov 04, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 50,305 | 2,663 | 0.04% | 0.05% | 230 | -781 | -1.53% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 50,305 | 2,663 | 0.04% | 0.05% | 231 | -781 | -1.53% | Q3 2026 | Oct 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 49,690 | 2,608 | 0.08% | 0.09% | 232 | +1,386 | 2.87% | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 42,982 | 2,532 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 42,268 | 2,490 | 1.03% | 1.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 42,102 | 2,480 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 41,799 | 2,462 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 46,669 | 2,450 | 0.02% | 0.01% | 237 | +36,894 | 377.43% | Q3 2026 | Oct 28, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 41,346 | 2,436 | 0.54% | 0.54% | 238 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 41,234 | 2,429 | 0.59% | 0.59% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Veridan Wealth LLC | History | No change | 40,879 | 2,408 | 0.82% | 0.82% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | New | 45,331 | 2,381 | 0.14% | — | 241 | +45,331 | New | Q3 2026 | Nov 03, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 44,166 | 2,318 | 0.36% | 0.39% | 242 | +373 | 0.85% | Q3 2026 | Oct 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 39,299 | 2,315 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Future Financial Wealth Managment LLC | History | New | 43,571 | 2,287 | 1.4% | — | 244 | +43,571 | New | Q3 2026 | Oct 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 38,802 | 2,286 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 43,036 | 2,259 | 2.28% | 2.5% | 246 | -21,893 | -33.72% | Q3 2026 | Nov 02, 2026 |
| Mutual Advisors, LLC | History | No change | 38,299 | 2,256 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 42,605 | 2,236 | 0.04% | 0.04% | 248 | +3,516 | 8.99% | Q3 2026 | Oct 28, 2026 |
| RFG Advisory, LLC | History | Added to | 41,683 | 2,188 | 0.03% | 0.01% | 249 | +25,533 | 158.1% | Q3 2026 | Nov 03, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 40,965 | 2,150 | 1.24% | 1.39% | 250 | +206 | 0.51% | Q3 2026 | Nov 03, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 40,934 | 2,149 | 1.61% | 1.75% | 251 | +1,030 | 2.58% | Q3 2026 | Nov 02, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 40,625 | 2,132 | 0.6% | 0.66% | 252 | +1,797 | 4.63% | Q3 2026 | Oct 19, 2026 |
| Ciovacco Capital Management LLC | History | No change | 36,178 | 2,131 | 0.95% | 0.95% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 40,321 | 2,116 | 0.14% | 0.18% | 254 | -6,630 | -14.12% | Q3 2026 | Oct 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 40,179 | 2,109 | 0.09% | 0.99% | 255 | -1,018,795 | -96.21% | Q3 2026 | Oct 21, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 40,011 | 2,102 | 1.04% | 1.07% | 256 | +2,473 | 6.59% | Q3 2026 | Oct 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 35,610 | 2,098 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 35,503 | 2,091 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 39,038 | 2,090 | 0.03% | 0.03% | 259 | +2,348 | 6.4% | Q3 2026 | Nov 04, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 38,946 | 2,044 | 0.3% | 0.33% | 260 | +390 | 1.01% | Q3 2026 | Oct 21, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 34,488 | 2,032 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 38,649 | 2,029 | 0.11% | 0.12% | 262 | +983 | 2.61% | Q3 2026 | Oct 29, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 38,536 | 2,023 | 0.38% | 0.43% | 263 | +1,133 | 3.03% | Q3 2026 | Oct 16, 2026 |
| SFI Advisors, LLC | History | Reduced | 38,544 | 2,023 | 1.66% | 1.97% | 264 | -179 | -0.46% | Q3 2026 | Oct 30, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 33,336 | 1,964 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 36,914 | 1,937 | 0.59% | 0.67% | 266 | +411 | 1.13% | Q3 2026 | Oct 28, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 32,818 | 1,933 | 0.56% | 0.56% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 35,242 | 1,925 | 0.67% | 0.84% | 268 | -1,828 | -4.93% | Q3 2026 | Nov 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 32,300 | 1,903 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 32,091 | 1,890 | 0.66% | 0.66% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 35,546 | 1,866 | 0.09% | 0.19% | 271 | -28,904 | -44.85% | Q3 2026 | Oct 14, 2026 |
| Simmons Bank | History | No change | 31,572 | 1,860 | 0.11% | 0.11% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Paragon Advisors, LLC | History | New | 35,378 | 1,857 | 0.34% | — | 273 | +35,378 | New | Q3 2026 | Nov 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 31,167 | 1,836 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 34,714 | 1,822 | 0.09% | 0.1% | 275 | +11 | 0.03% | Q3 2026 | Nov 03, 2026 |
| Copia Wealth Management | History | No change | 30,818 | 1,815 | 1.09% | 1.09% | 276 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ballentine Partners, LLC | History | No change | 30,548 | 1,799 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Freedom, LLC | History | No change | 29,934 | 1,763 | 0.81% | 0.81% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | Added to | 33,725 | 1,760 | 0.05% | 0.05% | 279 | +1,101 | 3.37% | Q3 2026 | Oct 23, 2026 |
| Purpose Unlimited Inc. | History | No change | 29,834 | 1,757 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | No change | 29,288 | 1,725 | 0.16% | 0.16% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 28,941 | 1,705 | 0.15% | 0.15% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 28,834 | 1,698 | 1.07% | 1.07% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | Reduced | 32,139 | 1,687 | 0.11% | 0.13% | 284 | -55 | -0.17% | Q3 2026 | Nov 04, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 32,008 | 1,680 | 0.59% | 0.83% | 285 | -6,128 | -16.07% | Q3 2026 | Oct 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 28,442 | 1,675 | 0.5% | 0.5% | 286 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 31,664 | 1,662 | 0.29% | 0.32% | 287 | +1,225 | 4.02% | Q3 2026 | Oct 22, 2026 |
| Sonoma Allocations LLC | History | No change | 28,422 | 1,658 | 0.52% | 0.52% | 288 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BigSur Wealth Management LLC | History | No change | 30,855 | 1,619 | 0.38% | 0.44% | 289 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 30,821 | 1,618 | 0.07% | 0.09% | 290 | -614 | -1.95% | Q3 2026 | Oct 16, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 30,781 | 1,616 | 0.92% | 1.05% | 292 | +484 | 1.6% | Q3 2026 | Oct 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 27,428 | 1,616 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27,426 | 1,615 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 27,304 | 1,608 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 27,259 | 1,606 | 0.29% | 0.29% | 295 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 29,849 | 1,567 | 1.01% | 1.2% | 296 | -147 | -0.49% | Q3 2026 | Oct 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 29,820 | 1,565 | 0.14% | 0.14% | 297 | +1,980 | 7.11% | Q3 2026 | Nov 02, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 26,364 | 1,556 | 0.32% | 0.32% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | No change | 26,392 | 1,555 | 0.13% | 0.13% | 299 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 28,970 | 1,520 | 0.02% | 0.02% | 300 | +1 | 0.0% | Q3 2026 | Oct 23, 2026 |