Sprott Physical Gold Trust - PHYS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | No change | 9,287,092 | 280,193 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 5,891,785 | 177,755 | 3.21% | 3.21% | 2 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,889,428 | 177,180 | 0.54% | 0.54% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 5,242,209 | 158,157 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 4,706,640 | 141,999 | 4.87% | 4.87% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 4,460,932 | 134,586 | 11.86% | 11.86% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Evanson Financial, LLC | History | No change | 3,598,792 | 108,575 | 5.31% | 5.31% | 7 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 3,426,260 | 103,798 | 0.52% | 0.52% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMC-Chicago, LLC | History | No change | 3,250,316 | 98,062 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,116,362 | 94,021 | 0.22% | 0.22% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,536,730 | 76,533 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,315,840 | 69,868 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 2,234,144 | 67,404 | 0.86% | 0.86% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATAURO, LLC | History | No change | 2,119,854 | 63,955 | 8.46% | 8.46% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SPROTT INC. | History | No change | 2,054,043 | 61,972 | 1.96% | 1.96% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,980,953 | 59,765 | 0.19% | 0.19% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,976,995 | 59,645 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,711,864 | 51,646 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,680,632 | 50,673 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,658,246 | 50,029 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SouthState Bank Corp | History | No change | 1,651,138 | 49,814 | 2.08% | 2.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Weiss Asset Management LP | History | No change | 1,611,647 | 48,623 | 0.51% | 0.51% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,525,066 | 46,011 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,510,702 | 45,577 | 0.21% | 0.21% | 24 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Forest Hill Capital, LLC | History | No change | 1,448,500 | 43,701 | 33.63% | 33.63% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | No change | 1,401,170 | 42,273 | 19.85% | 19.85% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 1,397,071 | 42,149 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,384,395 | 41,767 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,352,007 | 40,790 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,135,838 | 34,267 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,109,628 | 33,588 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 1,076,705 | 32,484 | 6.5% | 6.5% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 3EDGE Asset Management, LP | History | No change | 1,046,369 | 31,568 | 1.41% | 1.41% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 967,562 | 29,193 | 13.55% | 13.55% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Auxano Advisors, LLC | History | No change | 929,843 | 28,053 | 5.32% | 5.32% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 904,630 | 27,292 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 845,580 | 25,511 | 4.87% | 4.87% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 829,987 | 25,040 | 5.29% | 5.29% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 818,688 | 24,699 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 811,023 | 24,468 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 774,770 | 23,374 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 773,714 | 23,336 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 764,656 | 23,069 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCP Asset Management, LLC | History | No change | 751,464 | 22,671 | 2.57% | 2.57% | 44 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Basepoint Wealth LLC | History | No change | 730,965 | 22,053 | 12.62% | 12.62% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 724,931 | 21,871 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 662,675 | 20,536 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 647,375 | 19,531 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 623,701 | 18,817 | 0.69% | 0.69% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cannell & Spears LLC | History | No change | 617,290 | 18,623 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marex Group Ltd | History | No change | 613,413 | 18,506 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 591,138 | 17,834 | 4.92% | 4.92% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 583,775 | 17,612 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 583,054 | 17,590 | 0.83% | 0.83% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 578,626 | 17,457 | 0.21% | 0.21% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 545,634 | 16,461 | 0.31% | 0.31% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Meixler Investment Management, Ltd. | History | No change | 544,154 | 16,417 | 9.07% | 9.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 543,915 | 16,409 | 0.94% | 0.94% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 522,965 | 15,589 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | No change | 515,018 | 15,538 | 0.44% | 0.44% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 497,860 | 15,141 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 496,231 | 14,972 | 0.29% | 0.29% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 492,118 | 14,829 | 2.1% | 2.1% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 477,408 | 14,403 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 475,285 | 14,339 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 472,542 | 14,256 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 468,513 | 14,135 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mountain Lake Investment Management LLC | History | No change | 456,819 | 13,782 | 8.58% | 8.58% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 455,668 | 13,747 | 1.3% | 1.3% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Essential Partners LLC | History | No change | 435,188 | 13,129 | 6.05% | 6.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 434,486 | 13,108 | 1.02% | 1.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Essex Financial Services, Inc. | History | No change | 407,507 | 12,294 | 0.61% | 0.61% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset One Wealth Management LLC | History | No change | 400,299 | 12,237 | 1.29% | 1.29% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Endowment Management, LP | History | No change | 396,000 | 11,948 | 1.21% | 1.21% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 374,791 | 11,710 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 388,111 | 11,709 | 7.91% | 7.91% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Knoll Capital Management, LLC | History | No change | 387,055 | 11,677 | 5.45% | 5.45% | 77 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Accordant Advisory Group Inc | History | No change | 380,102 | 11,467 | 7.73% | 7.73% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 376,280 | 11,352 | 0.77% | 0.77% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 359,695 | 11,247 | 0.08% | 0.09% | 80 | -22,580 | -5.91% | Q3 2026 | Oct 08, 2026 |
| Guild Investment Management, Inc. | History | No change | 367,845 | 11,097 | 7.58% | 7.58% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 360,966 | 10,890 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 347,907 | 10,496 | 0.2% | 0.2% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 345,748 | 10,431 | 1.0% | 1.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 342,711 | 10,339 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 335,233 | 10,113 | 0.2% | 0.2% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Sage Partners, LLC | History | No change | 330,230 | 9,963 | 1.41% | 1.41% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 329,709 | 9,947 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 328,219 | 9,902 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TrustWell Financial Advisors, LLC | History | No change | 325,214 | 9,811 | 8.32% | 8.32% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JP Wealth Management, Inc. | History | Added to | 300,228 | 9,388 | 5.95% | 5.67% | 91 | +1,398 | 0.47% | Q3 2026 | Oct 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 309,862 | 9,348 | 0.35% | 0.35% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 303,867 | 9,168 | 0.59% | 0.59% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 294,052 | 8,872 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Phraction Management LLC | History | No change | 290,467 | 8,763 | 1.47% | 1.47% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Proactive Wealth Strategies LLC | History | No change | 287,086 | 8,661 | 1.39% | 1.39% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 276,021 | 8,327 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 234,493 | 8,310 | 0.14% | 0.14% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 270,123 | 8,149 | 3.39% | 3.39% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 269,765 | 8,138 | 0.38% | 0.38% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 267,799 | 8,079 | 0.32% | 0.32% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 265,379 | 8,006 | 0.15% | 0.15% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COURAGE CAPITAL MANAGEMENT LLC | History | No change | 264,500 | 7,980 | 11.86% | 11.86% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | No change | 255,745 | 7,715 | 0.3% | 0.3% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 252,812 | 7,627 | 2.75% | 2.75% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Biltmore Family Office, LLC | History | No change | 251,740 | 7,594 | 1.0% | 1.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 251,623 | 7,591 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | No change | 249,961 | 7,541 | 5.76% | 5.76% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ArchPoint Investors | History | No change | 249,200 | 7,518 | 1.59% | 1.59% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevate Capital Advisors, LLC | History | No change | 241,383 | 7,282 | 4.0% | 4.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 240,543 | 7,257 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 235,739 | 7,112 | 5.35% | 5.35% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 234,115 | 7,063 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | No change | 233,940 | 7,057 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 233,645 | 7,049 | 4.74% | 4.74% | 115 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mariner, LLC | History | No change | 233,622 | 7,048 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 225,504 | 6,803 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OBERNDORF WILLIAM E | History | No change | 224,439 | 6,771 | 12.31% | 12.31% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 222,113 | 6,701 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 222,040 | 6,698 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 218,561 | 6,593 | 1.81% | 1.81% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 215,362 | 6,497 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latigo Investments, LLC | History | No change | 214,134 | 6,460 | 2.88% | 2.88% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Warwick Investment Management, Inc. | History | No change | 209,390 | 6,317 | 0.71% | 0.71% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 204,736 | 6,176 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 203,742 | 6,146 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Palumbo Wealth Management LLC | History | No change | 201,527 | 6,080 | 1.27% | 1.27% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 201,458 | 6,077 | 1.13% | 1.13% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 197,437 | 5,956 | 3.68% | 3.68% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CERTUITY, LLC | History | No change | 196,585 | 5,930 | 0.29% | 0.29% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 195,849 | 5,908 | 1.13% | 1.13% | 131 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 195,849 | 5,908 | 1.13% | 1.13% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 195,564 | 5,900 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 189,860 | 5,728 | 3.34% | 3.34% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Capital, LLC | History | No change | 186,978 | 5,641 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 186,947 | 5,640 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rothschild Wealth LLC | History | No change | 186,625 | 5,630 | 0.45% | 0.45% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 184,501 | 5,566 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 182,356 | 5,501 | 0.7% | 0.7% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 175,936 | 5,307 | 0.34% | 0.34% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 175,000 | 5,279 | 1.75% | 1.75% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Planning Group, Inc. | History | No change | 170,885 | 5,155 | 0.64% | 0.64% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LexAurum Advisors, LLC | History | No change | 170,117 | 5,132 | 0.59% | 0.59% | 143 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empire Financial Management Company, LLC | History | No change | 167,721 | 5,060 | 2.0% | 2.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 167,225 | 5,045 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 163,844 | 4,943 | 0.16% | 0.16% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 153,681 | 4,636 | 0.76% | 0.76% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 151,962 | 4,584 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 150,673 | 4,545 | 1.35% | 1.35% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 149,208 | 4,501 | 2.72% | 2.72% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Valued Retirements, Inc. | History | No change | 147,619 | 4,453 | 4.0% | 4.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 147,094 | 4,437 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Entruity Wealth, LLC | History | No change | 142,351 | 4,294 | 2.78% | 2.78% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 140,091 | 4,226 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amitell Capital Pte Ltd | History | No change | 132,379 | 3,993 | 3.65% | 3.65% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Red Door Wealth Management, LLC | History | No change | 130,322 | 3,931 | 0.36% | 0.36% | 156 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 127,327 | 3,841 | 0.15% | 0.15% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 123,477 | 3,725 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 120,947 | 3,648 | 0.4% | 0.4% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| New Harbor Financial Group, LLC | History | No change | 118,358 | 3,570 | 0.56% | 0.56% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 116,587 | 3,517 | 2.82% | 2.82% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Layline Advisors, LLC | History | No change | 116,238 | 3,506 | 3.14% | 3.14% | 162 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| AlTi Global, Inc. | History | No change | 112,220 | 3,489 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 115,564 | 3,486 | 0.78% | 0.78% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 114,835 | 3,464 | 2.21% | 2.21% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 112,587 | 3,396 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 111,255 | 3,356 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFC Advisors LLC | History | No change | 111,110 | 3,352 | 0.43% | 0.43% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farringdon Capital, Ltd. | History | No change | 110,704 | 3,339 | 1.65% | 1.65% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 110,221 | 3,325 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 107,725 | 3,250 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 107,453 | 3,241 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apella Capital, LLC | History | Added to | 101,878 | 3,154 | 0.04% | 0.04% | 173 | +2,204 | 2.21% | Q3 2026 | Oct 08, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 104,472 | 3,151 | 0.08% | 0.08% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY TRUST CO | History | No change | 103,625 | 3,126 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NovaPoint Capital, LLC | History | No change | 100,763 | 3,040 | 0.63% | 0.63% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grand Central Investment Group | History | No change | 100,422 | 3,029 | 2.53% | 2.53% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 99,431 | 2,999 | 0.17% | 0.17% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 99,308 | 2,996 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAILARD, INC. | History | No change | 97,366 | 2,937 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 97,309 | 2,935 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 96,239 | 2,903 | 2.43% | 2.43% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sonoma Private Wealth LLC | History | No change | 95,614 | 2,884 | 3.1% | 3.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E&G Advisors, LLC | History | No change | 91,968 | 2,774 | 0.54% | 0.54% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | No change | 88,662 | 2,767 | 0.11% | 0.11% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 87,252 | 2,728 | 0.73% | 0.57% | 186 | +15,003 | 20.77% | Q3 2026 | Oct 02, 2026 |
| Proficio Capital Partners LLC | History | No change | 89,840 | 2,710 | 0.1% | 0.1% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 88,178 | 2,660 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 87,633 | 2,643 | 0.17% | 0.17% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 87,370 | 2,635 | 0.21% | 0.21% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 85,749 | 2,587 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 85,583 | 2,582 | 1.65% | 1.65% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Guardian Partners Inc. | History | No change | 85,260 | 2,572 | 0.23% | 0.23% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Connective Portfolio Management, LLC | History | No change | 85,000 | 2,565 | 4.27% | 4.27% | 194 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | No change | 83,623 | 2,522 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montis Financial, LLC | History | No change | 83,305 | 2,513 | 0.51% | 0.51% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 82,485 | 2,488 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HC Advisors, LLC | History | No change | 81,666 | 2,463 | 1.5% | 1.5% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 79,264 | 2,391 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 79,141 | 2,387 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 79,023 | 2,384 | 1.0% | 1.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wakefield Asset Management LLLP | History | No change | 78,938 | 2,381 | 0.54% | 0.54% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 78,168 | 2,358 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 77,969 | 2,352 | 0.09% | 0.09% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jump Financial, LLC | History | No change | 76,774 | 2,316 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 76,300 | 2,312 | 0.3% | 0.3% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| North Star Investment Management Corp. | History | No change | 76,409 | 2,305 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Management Associates, Inc. | History | No change | 75,124 | 2,266 | 0.63% | 0.63% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SMI Advisory Services, LLC | History | No change | 71,925 | 2,259 | 0.37% | 0.37% | 209 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HUB Investment Partners, LLC | History | No change | 74,438 | 2,245 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 73,906 | 2,229 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 73,826 | 2,227 | 0.97% | 0.97% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 73,029 | 2,203 | 0.14% | 0.14% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 72,016 | 2,172 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 68,532 | 2,067 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 68,265 | 2,059 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Black Diamond Financial, LLC | History | No change | 67,602 | 2,039 | 0.18% | 0.18% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 67,507 | 2,036 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 66,813 | 2,015 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUANTUM FINANCIAL PARTNERS LLC | History | No change | 66,364 | 2,002 | 1.02% | 1.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 65,635 | 1,980 | 0.3% | 0.3% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| G&S Capital LLC | History | No change | 63,189 | 1,906 | 0.55% | 0.55% | 222 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 62,900 | 1,897 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 62,635 | 1,889 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| St. James Investment Company, LLC | History | No change | 62,280 | 1,878 | 0.3% | 0.3% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 61,432 | 1,853 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 61,320 | 1,850 | 0.11% | 0.11% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 61,127 | 1,844 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 61,086 | 1,843 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedges Asset Management LLC | History | No change | 61,000 | 1,840 | 1.21% | 1.21% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AVENIR CORP | History | No change | 60,310 | 1,819 | 0.22% | 0.22% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 60,182 | 1,815 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 59,600 | 1,798 | 0.33% | 0.33% | 233 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIG North Trading, ULC | History | No change | 59,577 | 1,797 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holos Integrated Wealth LLC | History | No change | 57,544 | 1,784 | 0.83% | 0.83% | 235 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hurley Capital, LLC | History | No change | 59,105 | 1,783 | 0.92% | 0.92% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VanWeelden Wealth Management, LLC | History | No change | 59,100 | 1,783 | 1.33% | 1.33% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 58,466 | 1,763 | 0.15% | 0.15% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 57,942 | 1,748 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verity Asset Management, Inc. | History | No change | 57,443 | 1,733 | 0.66% | 0.66% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLP Wealth Management, LLC | History | No change | 57,136 | 1,723 | 3.06% | 3.06% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 56,264 | 1,697 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 56,181 | 1,694 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Claret Asset Management Corp | History | No change | 55,645 | 1,679 | 0.18% | 0.18% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 55,308 | 1,668 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 55,097 | 1,662 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | No change | 54,593 | 1,647 | 0.14% | 0.14% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 54,593 | 1,647 | 0.18% | 0.18% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Insight Wealth Partners, LLC | History | No change | 54,476 | 1,643 | 0.22% | 0.22% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 53,527 | 1,614 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TruNorth Capital Management, LLC | History | No change | 53,499 | 1,614 | 0.26% | 0.26% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 53,400 | 1,611 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 53,158 | 1,603 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REBALANCE, LLC | History | No change | 52,268 | 1,576 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ADE, LLC | History | No change | 52,213 | 1,575 | 0.67% | 0.67% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 52,055 | 1,570 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Security National Bank | History | No change | 52,038 | 1,569 | 0.19% | 0.19% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| L2 Asset Management, LLC | History | No change | 51,899 | 1,565 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Family Office, LLC | History | No change | 51,316 | 1,548 | 0.62% | 0.62% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkos Global Advisors | History | No change | 51,283 | 1,547 | 0.18% | 0.18% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 50,345 | 1,518 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 50,326 | 1,518 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GTS SECURITIES LLC | History | No change | 50,000 | 1,508 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Point Capital Partners LLC | History | No change | 50,000 | 1,508 | 0.1% | 0.1% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 49,724 | 1,500 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 49,691 | 1,499 | 0.17% | 0.17% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PKS Advisory Services, LLC | History | No change | 48,777 | 1,471 | 0.23% | 0.23% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NWAM LLC | History | No change | 46,959 | 1,416 | 0.07% | 0.07% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 46,621 | 1,406 | 0.28% | 0.28% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 46,608 | 1,406 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 46,145 | 1,392 | 0.12% | 0.12% | 271 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lane Generational LLC | History | No change | 45,858 | 1,383 | 1.21% | 1.21% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 45,615 | 1,376 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cypress Wealth Services, LLC | History | No change | 44,931 | 1,355 | 0.17% | 0.17% | 274 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 43,325 | 1,307 | 0.11% | 0.11% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookwood Investment Group LLC | History | No change | 43,309 | 1,306 | 0.15% | 0.15% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 43,103 | 1,300 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 43,099 | 1,300 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 42,965 | 1,296 | 0.08% | 0.08% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fielder Capital Group LLC | History | No change | 42,207 | 1,273 | 0.28% | 0.28% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rehmann Capital Advisory Group | History | No change | 41,954 | 1,265 | 0.06% | 0.06% | 281 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| M&T BANK CORP | History | No change | 41,891 | 1,263 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 41,801 | 1,261 | 0.32% | 0.32% | 283 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Oxbow Advisors, LLC | History | No change | 41,283 | 1,245 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keel Point, LLC | History | No change | 40,968 | 1,236 | 0.07% | 0.07% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 40,841 | 1,232 | 0.33% | 0.33% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VestGen Advisors, LLC | History | No change | 40,662 | 1,226 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 40,396 | 1,218 | 0.12% | 0.12% | 288 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 40,161 | 1,211 | 0.56% | 0.56% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arnhold LLC | History | No change | 39,736 | 1,198 | 0.08% | 0.08% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 39,500 | 1,196 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diesslin Group, Inc. | History | No change | 39,596 | 1,194 | 0.46% | 0.46% | 292 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 37,889 | 1,184 | 0.03% | 0.03% | 293 | +5,990 | 18.78% | Q3 2026 | Oct 08, 2026 |
| Wedmont Private Capital | History | No change | 37,846 | 1,172 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 38,523 | 1,162 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 37,628 | 1,161 | 0.14% | 0.14% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 38,158 | 1,151 | 0.25% | 0.25% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 37,660 | 1,136 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 37,546 | 1,132 | 0.27% | 0.27% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 36,285 | 1,095 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |