VanEck ETF Trust - PFXF
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | History | No change | 9,351,150 | 166,825 | 0.43% | 0.43% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,108,970 | 108,984 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,401,334 | 60,679 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 3,310,082 | 59,051 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,875,142 | 33,452 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,859,806 | 33,178 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,680,246 | 29,975 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tanager Wealth Management LLP | History | No change | 1,530,332 | 27,301 | 2.38% | 2.38% | 8 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 1,525,220 | 27,209 | 17.81% | 17.81% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 819,373 | 14,617 | 1.69% | 1.69% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 725,100 | 12,935 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 707,243 | 12,617 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Good Steward Wealth Advisors,LLC | History | No change | 596,179 | 10,635 | 6.42% | 6.42% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 563,094 | 10,046 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Intelligence, LLC | History | No change | 546,751 | 9,754 | 4.53% | 4.53% | 15 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dougherty & Associates, LLC | History | No change | 509,426 | 9,088 | 7.27% | 7.27% | 16 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Goldstone Financial Group, LLC | History | No change | 479,602 | 8,556 | 0.78% | 0.78% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 479,349 | 8,551 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Inspire Advisors, LLC | History | No change | 455,118 | 8,119 | 0.56% | 0.56% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 398,553 | 7,110 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 383,649 | 6,844 | 0.19% | 0.19% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 344,948 | 6,153 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadrature Capital Ltd | History | No change | 333,871 | 5,956 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investors Research Corp | History | Added to | 337,664 | 5,915 | 1.04% | 1.0% | 24 | +24,278 | 7.75% | Q3 2026 | Oct 07, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 329,960 | 5,886 | 0.84% | 0.84% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 303,833 | 5,420 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 303,219 | 5,409 | 1.09% | 1.09% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Coast Investments LLC | History | No change | 302,566 | 5,397 | 1.61% | 1.61% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 303,551 | 5,375 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carmel Capital Partners, LLC | History | No change | 296,250 | 5,285 | 1.74% | 1.74% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 279,191 | 4,980 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 277,314 | 4,947 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 264,810 | 4,721 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 249,761 | 4,455 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 243,898 | 4,351 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apella Capital, LLC | History | No change | 243,819 | 4,330 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 242,204 | 4,320 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Square, LLC | History | No change | 233,334 | 4,158 | 1.83% | 1.83% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 232,180 | 4,142 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 206,717 | 3,687 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPUS INVESTMENT MANAGEMENT INC | History | No change | 187,450 | 3,344 | 1.83% | 1.83% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 178,572 | 3,185 | 0.31% | 0.31% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 168,557 | 3,007 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 164,121 | 2,927 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 162,371 | 2,896 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 149,059 | 2,659 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 146,989 | 2,620 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 146,160 | 2,607 | 0.25% | 0.25% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 143,109 | 2,553 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 139,457 | 2,485 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 136,655 | 2,437 | 1.22% | 1.22% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 135,637 | 2,419 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Measured Risk Portfolios, Inc. | History | No change | 126,044 | 2,248 | 2.0% | 2.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 111,320 | 1,985 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 110,694 | 1,974 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 110,614 | 1,973 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Financial Partners LLC | History | No change | 110,458 | 1,963 | 0.67% | 0.67% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 102,870 | 1,835 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MSH Capital Advisors LLC | History | No change | 100,447 | 1,791 | 0.31% | 0.31% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 97,657 | 1,742 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 99,969 | 1,741 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 93,268 | 1,663 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 89,944 | 1,604 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 89,663 | 1,599 | 0.59% | 0.59% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 88,618 | 1,580 | 0.16% | 0.16% | 65 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 87,785 | 1,566 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | No change | 87,363 | 1,558 | 0.72% | 0.72% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 86,227 | 1,538 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 84,132 | 1,501 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 82,819 | 1,477 | 0.44% | 0.44% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 79,689 | 1,421 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 77,580 | 1,384 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 74,481 | 1,306 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 73,644 | 1,290 | 0.91% | 1.02% | 74 | -3,825 | -4.94% | Q3 2026 | Oct 07, 2026 |
| Tandem Financial, LLC | History | No change | 67,946 | 1,212 | 0.36% | 0.36% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tassel Capital Management, Inc. | History | No change | 67,648 | 1,206 | 0.56% | 0.56% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortis Capital Management LLC | History | No change | 61,691 | 1,100 | 0.12% | 0.12% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 59,940 | 1,069 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 57,412 | 1,010 | 0.24% | 0.24% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Powell Investment Advisors, LLC | History | No change | 53,244 | 949 | 0.3% | 0.3% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 51,983 | 927 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | No change | 51,290 | 915 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 51,341 | 915 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 50,500 | 900 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 49,476 | 882 | 0.26% | 0.26% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | No change | 49,367 | 880 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 48,773 | 870 | 0.4% | 0.4% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 48,720 | 869 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Guild Investment Management, Inc. | History | No change | 44,830 | 799 | 0.55% | 0.55% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 44,640 | 796 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 44,561 | 794 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 43,683 | 779 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 42,639 | 760 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 41,571 | 741 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 41,361 | 737 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 40,000 | 713 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 38,601 | 688 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 38,350 | 684 | 0.31% | 0.31% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 37,788 | 674 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 37,789 | 674 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 36,952 | 659 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 36,824 | 656 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 36,714 | 654 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 35,470 | 632 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 35,336 | 630 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 32,395 | 577 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 32,253 | 575 | 0.2% | 0.2% | 107 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,088 | 554 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diesslin Group, Inc. | History | No change | 30,978 | 552 | 0.21% | 0.21% | 109 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 29,924 | 533 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 29,646 | 528 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 28,907 | 515 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ariadne Wealth Management, LP | History | No change | 28,750 | 512 | 0.23% | 0.23% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 28,026 | 499 | 0.1% | 0.1% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 27,546 | 491 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accurate Wealth Management, LLC | History | No change | 27,515 | 490 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Altium Investment Strategies LLC | History | No change | 27,412 | 488 | 0.7% | 0.7% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summit Financial, LLC | History | No change | 27,152 | 484 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 25,188 | 449 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | No change | 24,912 | 444 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank & Trust Co | History | No change | 25,264 | 442 | 0.28% | 0.28% | 121 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Advisory Services Network, LLC | History | No change | 22,842 | 407 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 22,719 | 405 | 0.23% | 0.23% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tandem Investment Partners LLC | History | No change | 22,365 | 398 | 0.31% | 0.31% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 21,580 | 384 | 0.21% | 0.21% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apriem Advisors | History | No change | 21,000 | 374 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 20,945 | 373 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 20,734 | 369 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 20,643 | 368 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 20,284 | 361 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 20,084 | 358 | 0.12% | 0.12% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 18,778 | 335 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 18,714 | 333 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 18,443 | 329 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | No change | 17,989 | 320 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 17,749 | 316 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TBH Global Asset Management, LLC | History | No change | 17,441 | 311 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 16,985 | 303 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,191 | 288 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 16,117 | 287 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| John Boyer, Inc. | History | No change | 16,110 | 287 | 0.25% | 0.25% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 15,506 | 276 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 15,752 | 276 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hofer & Associates. Inc | History | No change | 15,328 | 273 | 0.13% | 0.13% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 15,236 | 271 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 15,126 | 269 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 15,055 | 268 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 15,000 | 267 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CGN Advisors LLC | History | No change | 14,927 | 266 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 14,890 | 265 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 14,738 | 263 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 14,798 | 263 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 14,546 | 259 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 14,314 | 255 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 13,847 | 247 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 13,409 | 239 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 13,226 | 235 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 13,220 | 235 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 12,670 | 226 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,575 | 224 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 12,494 | 222 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 12,642 | 221 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | No change | 12,353 | 220 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Creekside Partners | History | No change | 12,249 | 218 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 11,945 | 213 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,427 | 203 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 11,183 | 199 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Darwin Wealth Management, LLC | History | No change | 10,842 | 193 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,842 | 193 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Core Wealth Partners LLC | History | No change | 10,685 | 190 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carson Advisory Inc. | History | No change | 10,500 | 187 | 0.09% | 0.09% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Register Financial Advisors LLC | History | No change | 10,538 | 187 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,200 | 181 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 10,000 | 178 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 6,515 | 116 | 0.09% | 0.09% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOKF, NA | History | No change | 6,313 | 112 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 6,220 | 110 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hyposwiss Advisors SA | History | No change | 5,700 | 101 | 0.1% | 0.1% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 5,404 | 96 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Networth Advisors, LLC | History | No change | 5,150 | 91 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,608 | 82 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,513 | 79 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4,347 | 78 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rossmore Private Capital | History | No change | 4,000 | 71 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,597 | 64 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 3,454 | 61 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,793 | 49 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Allworth Financial LP | History | No change | 2,620 | 46 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regatta Research & Money Management | History | No change | 2,618 | 46 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 2,318 | 41 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2,237 | 39 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,660 | 29 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,199 | 21 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,000 | 17 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,000 | 17 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 951 | 16 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 845 | 15 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Parallel Advisors, LLC | History | No change | 826 | 14 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 735 | 13 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| West Branch Capital LLC | History | No change | 688 | 12 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Hickory Point Bank & Trust | History | No change | 671 | 11 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| US BANCORP \DE\ | History | No change | 586 | 10 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 613 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 545 | 9 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 505 | 9 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Synergy Investment Management, LLC | History | No change | 451 | 8 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 350 | 6 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 345 | 6 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 378 | 6 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Realta Investment Advisors | History | No change | 350 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 283 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 292 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 332 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Princeton Global Asset Management LLC | History | No change | 279 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 180 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 181 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 206 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 214 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 219 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key Capital Management, INC | History | No change | 170 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Markowski Investments | History | No change | 200 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 60 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 105 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 95 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SFAM, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |