PIMCO Dynamic Income Fund - PDI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 13,979,935 | 233,464 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 5,545,160 | 92,604 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,010,801 | 50,280 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 2,178,984 | 36,389 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,829,861 | 30,558 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,750,310 | 29,230 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,585,101 | 26,471 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,534,884 | 25,632 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 1,514,050 | 25,285 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,510,792 | 25,230 | 0.43% | 0.43% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,455,710 | 24,311 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 1,438,078 | 24,015 | 0.93% | 0.93% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,385,039 | 23,164 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Estate Planners Group, LLC | History | No change | 1,363,819 | 22,775 | 10.3% | 10.3% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,334,973 | 22,294 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 985,250 | 16,453 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 927,452 | 15,488 | 0.73% | 0.73% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 839,521 | 14,019 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 751,235 | 12,545 | 5.51% | 5.51% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 717,418 | 11,980 | 0.22% | 0.22% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 713,369 | 11,913 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 651,048 | 10,872 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 608,146 | 10,156 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 604,754 | 10,099 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bensler, LLC | History | No change | 566,940 | 9,467 | 0.84% | 0.84% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Advisory, LLC | History | No change | 501,259 | 8,371 | 0.69% | 0.69% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 477,384 | 7,972 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 465,415 | 7,874 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 462,193 | 7,718 | 0.2% | 0.2% | 29 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 459,841 | 7,679 | 0.42% | 0.42% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 446,181 | 7,451 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 524,175 | 7,354 | 3.29% | 4.02% | 32 | -13,382 | -2.49% | Q3 2026 | Oct 01, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 436,792 | 7,294 | 0.14% | 0.14% | 33 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 431,148 | 7,200 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 388,727 | 6,491 | 1.99% | 1.99% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 381,774 | 6,375 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wagner Wealth Management, LLC | History | No change | 374,835 | 6,259 | 1.16% | 1.16% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 371,490 | 6,203 | 4.06% | 4.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 367,398 | 6,135 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LifeWealth Investments, LLC | History | No change | 362,648 | 6,056 | 1.62% | 1.62% | 40 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 345,004 | 5,761 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 320,522 | 5,352 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 308,982 | 5,159 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 306,398 | 5,116 | 2.09% | 2.09% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 303,855 | 5,074 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 282,580 | 4,834 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, LLC | History | No change | 284,734 | 4,755 | 1.0% | 1.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 279,565 | 4,668 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ICON ADVISERS INC/CO | History | No change | 268,890 | 4,490 | 0.84% | 0.84% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 266,894 | 4,457 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Care LLC | History | No change | 249,620 | 4,168 | 3.38% | 3.38% | 51 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 246,800 | 4,121 | 0.25% | 0.25% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 243,163 | 4,060 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beta Wealth Group, Inc. | History | No change | 224,187 | 3,743 | 1.4% | 1.4% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 223,099 | 3,725 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 227,585 | 3,641 | 0.51% | 0.51% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 211,898 | 3,538 | 0.27% | 0.27% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 198,527 | 3,315 | 1.27% | 1.27% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 191,186 | 3,192 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Morse Asset Management, Inc | History | No change | 190,532 | 3,181 | 0.53% | 0.53% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Catawba River Capital | History | No change | 182,885 | 3,054 | 1.37% | 1.37% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 174,295 | 2,922 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 169,590 | 2,831 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 169,286 | 2,827 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smith Asset Management Co., LLC | History | No change | 160,826 | 2,685 | 2.11% | 2.11% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 158,117 | 2,678 | 1.46% | 1.46% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 155,515 | 2,660 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Flagship Private Wealth, LLC | History | No change | 158,534 | 2,647 | 0.94% | 0.94% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 156,723 | 2,637 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 147,976 | 2,471 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 141,329 | 2,360 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 139,793 | 2,334 | 0.26% | 0.26% | 72 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 137,604 | 2,297 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 133,608 | 2,259 | 0.07% | 0.07% | 74 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 134,574 | 2,247 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 134,000 | 2,237 | 0.25% | 0.25% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elm3 Financial Group, LLC | History | No change | 128,874 | 2,152 | 1.47% | 1.47% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 126,426 | 2,111 | 0.56% | 0.56% | 78 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Kovack Advisors, Inc. | History | No change | 125,119 | 2,090 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 125,060 | 2,088 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 123,637 | 2,064 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meadowbrook Wealth Management, LLC | History | No change | 110,570 | 1,848 | 1.99% | 1.99% | 82 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 109,664 | 1,831 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 107,978 | 1,803 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthstar Advisors, LLC | History | No change | 107,025 | 1,787 | 0.52% | 0.52% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 101,275 | 1,691 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 99,200 | 1,656 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MRA Advisory Group | History | No change | 98,079 | 1,637 | 0.59% | 0.59% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 96,943 | 1,618 | 0.55% | 0.55% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 95,738 | 1,601 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 95,446 | 1,593 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 92,123 | 1,558 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 92,246 | 1,540 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 87,070 | 1,454 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 85,409 | 1,445 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 85,175 | 1,422 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Capital Management Group Inc | History | No change | 84,300 | 1,407 | 0.97% | 0.97% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | No change | 81,936 | 1,368 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 80,453 | 1,343 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | No change | 76,245 | 1,287 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parisi Gray Wealth Management | History | No change | 76,006 | 1,269 | 0.26% | 0.26% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 75,428 | 1,260 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 74,532 | 1,244 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 74,004 | 1,235 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 72,852 | 1,216 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 72,817 | 1,216 | 0.85% | 0.85% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 72,282 | 1,207 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AtlasMark Financial, Inc | History | No change | 72,139 | 1,204 | 0.59% | 0.59% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Americana Partners, LLC | History | No change | 71,975 | 1,201 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 69,738 | 1,164 | 0.35% | 0.35% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HF Advisory Group, LLC | History | No change | 69,328 | 1,157 | 0.36% | 0.36% | 111 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 68,536 | 1,144 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 68,176 | 1,138 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 68,006 | 1,135 | 0.26% | 0.26% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 66,991 | 1,118 | 0.42% | 0.42% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 66,224 | 1,105 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 66,067 | 1,103 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 65,877 | 1,100 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 64,912 | 1,084 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Significant Wealth Partners LLC | History | No change | 61,593 | 1,028 | 1.11% | 1.11% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 60,886 | 1,016 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 60,320 | 1,007 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Benchmark Financial, LLC | History | No change | 59,542 | 994 | 0.81% | 0.81% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN ADVISORY INC | History | No change | 57,558 | 961 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 57,439 | 959 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rayburn West Financial Services LLC | History | No change | 56,923 | 950 | 0.52% | 0.52% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 53,303 | 890 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 53,142 | 887 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 52,792 | 881 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 52,723 | 880 | 0.19% | 0.19% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 51,039 | 852 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiduciary Alliance LLC | History | No change | 50,324 | 840 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Traynor Capital Management, Inc. | History | No change | 50,093 | 836 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 50,008 | 835 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Prospera Financial Services Inc | History | No change | 49,878 | 832 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| First Heartland Consultants, Inc. | History | No change | 48,956 | 817 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 48,879 | 816 | 0.18% | 0.18% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Verity Asset Management, Inc. | History | No change | 48,739 | 813 | 0.31% | 0.31% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 48,212 | 805 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 48,192 | 804 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 47,889 | 799 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 47,746 | 797 | 0.22% | 0.22% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 47,175 | 787 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 46,840 | 782 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 46,520 | 776 | 0.3% | 0.3% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 45,841 | 765 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maridea Wealth Management LLC | History | No change | 45,854 | 765 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 45,582 | 761 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Accredited Investors Inc. | History | No change | 45,532 | 760 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Solutions Group, LLC | History | No change | 45,459 | 759 | 0.26% | 0.26% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Growth Capital LLC | History | No change | 45,184 | 754 | 0.57% | 0.57% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sovran Advisors, LLC | History | No change | 44,226 | 710 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | No change | 44,312 | 703 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 44,312 | 703 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 41,410 | 691 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creekside Partners | History | No change | 40,402 | 674 | 0.24% | 0.24% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Financial Advisory LLC | History | No change | 40,298 | 672 | 0.13% | 0.13% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 38,936 | 650 | 0.19% | 0.19% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kaizen Financial Strategies | History | No change | 38,225 | 639 | 0.21% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 38,205 | 638 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 37,781 | 630 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | No change | 37,633 | 628 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| E&G Advisors, LLC | History | No change | 35,389 | 590 | 0.11% | 0.11% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 35,256 | 588 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMITRY LLC | History | No change | 35,000 | 584 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 33,712 | 562 | 0.23% | 0.23% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 33,588 | 560 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lewis Asset Management, LLC | History | No change | 33,369 | 557 | 0.2% | 0.2% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ramiah Investment Group | History | No change | 33,320 | 556 | 0.42% | 0.42% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Investment Advisors, LLC | History | No change | 33,109 | 552 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 33,010 | 551 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 32,920 | 549 | 0.17% | 0.17% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 32,626 | 544 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,080 | 535 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 31,746 | 532 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 31,559 | 527 | 0.22% | 0.22% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 31,470 | 526 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 31,473 | 525 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Certified Advisory Corp | History | No change | 31,029 | 518 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| StoneX Group Inc. | History | No change | 29,830 | 504 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 30,045 | 501 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Essential Investment Partners LLC | History | No change | 29,831 | 498 | 0.4% | 0.4% | 182 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 29,008 | 484 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 28,783 | 480 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 28,252 | 472 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 27,436 | 458 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GenWealth Group, Inc. | History | No change | 27,137 | 453 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WCG Wealth Advisors LLC | History | No change | 27,039 | 451 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital CS Group, LLC | History | No change | 26,970 | 450 | 0.36% | 0.36% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRAIRIE ADVISORY, LLC | History | No change | 26,862 | 448 | 0.11% | 0.11% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 26,461 | 441 | 0.15% | 0.15% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 26,119 | 436 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Herold Advisors, Inc. | History | No change | 25,948 | 434 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 26,764 | 430 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 25,787 | 430 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 25,274 | 422 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 25,094 | 419 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oxinas Partners, LLC | History | No change | 25,137 | 419 | 0.17% | 0.17% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 24,792 | 414 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | No change | 24,707 | 412 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 24,373 | 407 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 24,219 | 405 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NOVEM GROUP | History | No change | 24,098 | 402 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 23,477 | 392 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venture Visionary Partners LLC | History | No change | 23,440 | 391 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 23,320 | 389 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Thomasville National Bank | History | No change | 23,250 | 388 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 23,995 | 385 | 0.24% | 0.24% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aviance Capital Partners, LLC | History | No change | 22,958 | 383 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Attessa Capital LLC | History | No change | 22,787 | 380 | 0.17% | 0.17% | 210 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 22,697 | 379 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 22,572 | 376 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 22,136 | 369 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,025 | 367 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 21,024 | 351 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | No change | 21,037 | 351 | 0.11% | 0.11% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAVELLE CAPITAL LP | History | No change | 20,967 | 350 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sage Capital Advisors,llc | History | No change | 20,956 | 349 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,413 | 340 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,096 | 335 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SFMG, LLC | History | No change | 20,000 | 334 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 19,820 | 330 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 19,754 | 329 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 19,194 | 320 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mutual Advisors, LLC | History | No change | 19,000 | 317 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 18,827 | 314 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 18,736 | 312 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 18,730 | 312 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MWA Asset Management | History | No change | 18,625 | 311 | 0.14% | 0.14% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mathes Company, Inc. | History | No change | 18,474 | 309 | 0.1% | 0.1% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GHE, LLC | History | No change | 18,550 | 309 | 0.12% | 0.12% | 231 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 18,407 | 307 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthTrust Axiom LLC | History | No change | 18,283 | 305 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 18,253 | 304 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 18,125 | 302 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 17,892 | 298 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Waverly Advisors, LLC | History | No change | 17,506 | 292 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 17,399 | 290 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TPG Advisors LLC | History | No change | 17,365 | 289 | 0.16% | 0.16% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | No change | 17,128 | 286 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 16,541 | 276 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 16,303 | 272 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 16,210 | 270 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 15,916 | 265 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 15,839 | 264 | 0.16% | 0.16% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 15,757 | 263 | 0.14% | 0.14% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,683 | 261 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Abel Hall, LLC | History | No change | 15,000 | 250 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 14,776 | 246 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 14,573 | 243 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWC Advisors, LLC. | History | No change | 14,523 | 242 | 0.11% | 0.11% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 14,550 | 242 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 14,517 | 242 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | No change | 14,455 | 241 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 14,386 | 240 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 14,357 | 239 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Syverson Strege & Co | History | No change | 14,363 | 239 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 14,149 | 236 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investmark Advisory Group LLC | History | No change | 14,160 | 236 | 0.09% | 0.09% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 14,026 | 234 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,998 | 233 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,824 | 233 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BCS Wealth Management | History | No change | 13,904 | 232 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,824 | 230 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 13,824 | 230 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 13,757 | 229 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gradient Investments LLC | History | No change | 13,363 | 223 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 13,355 | 223 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WESBANCO BANK INC | History | No change | 13,329 | 222 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 15,792 | 221 | 0.15% | 0.26% | 270 | -6,336 | -28.63% | Q3 2026 | Oct 06, 2026 |
| TopTier Wealth Management, LLC | History | No change | 13,021 | 217 | 0.13% | 0.13% | 271 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 12,790 | 213 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | No change | 12,634 | 210 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 12,459 | 208 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,417 | 207 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kagan Cocozza Asset Management | History | No change | 12,376 | 206 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 12,327 | 205 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keystone Wealth Services, LLC | History | No change | 12,315 | 205 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 12,282 | 205 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,110 | 204 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 11,800 | 201 | 0.14% | 0.14% | 281 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Concord Wealth Partners | History | No change | 11,828 | 197 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,842 | 197 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 11,753 | 196 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 11,742 | 196 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 11,721 | 195 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 11,445 | 191 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 10,966 | 183 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 10,900 | 182 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Synergy Asset Management, LLC | History | No change | 10,917 | 182 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 10,760 | 182 | 0.07% | 0.07% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Alternatives, Inc | History | No change | 10,437 | 174 | 0.09% | 0.09% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 10,435 | 174 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 10,396 | 173 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Blueprint, LLC | History | No change | 10,316 | 172 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oxbow Advisors, LLC | History | No change | 10,075 | 168 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOMURA HOLDINGS INC | History | No change | 10,000 | 167 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 7,877 | 131 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,589 | 127 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7,497 | 125 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |