VanEck ETF Trust - PPH

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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
GOLDMAN SACHS GROUP INC History Added to 1,178,974 128,920 0.01% 0.01% 1 +192,862 19.56% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Added to 1,028,317 112,446 0.01% 0.0% 2 +850,470 478.2% Q2 2026 Aug 13, 2026
UBS Group AG History Added to 517,756 56,616 0.01% 0.0% 3 +439,492 561.55% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 402,000 43,958 0.06% 0.09% 4 -159,000 -28.34% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 350,600 38,338 0.01% 0.03% 5 -198,400 -36.14% Q2 2026 Aug 13, 2026
J.Safra Asset Management Corp History Added to 319,636 34,952 1.61% 1.74% 6 +8,835 2.84% Q2 2026 Aug 06, 2026
CITIGROUP INC History Added to 318,604 34,839 0.01% 0.01% 7 +98,980 45.07% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 303,061 33,139 0.0% 0.0% 8 +186,450 159.89% Q2 2026 Aug 14, 2026
Avalon Trust Co History Reduced 263,830 28,849 1.77% 1.92% 9 -3,870 -1.45% Q2 2026 Aug 06, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 154,114 16,852 3.18% 4.09% 10 +5,303 3.56% Q2 2026 Jul 09, 2026
LPL Financial LLC History Added to 118,058 12,909 0.0% 0.0% 11 +5,818 5.18% Q2 2026 Aug 07, 2026
Miller Investment Management, LP History Reduced 100,256 10,962 1.0% 1.38% 12 -33,682 -25.15% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History Reduced 95,470 10,440 0.0% 0.01% 13 -265,531 -73.55% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 79,699 8,715 0.0% 0.0% 14 -63,910 -44.5% Q2 2026 Aug 14, 2026
Rye Brook Capital LLC History New 67,330 7,363 5.16% — 15 +67,330 New Q2 2026 Jul 20, 2026
WT Wealth Management History Added to 53,786 5,881 1.63% 1.56% 16 +3,402 6.75% Q2 2026 Jul 22, 2026
Qube Research & Technologies Ltd History Added to 46,536 5,088 0.0% 0.0% 17 +18,291 64.76% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History Reduced 42,490 4,646 0.05% 0.11% 18 -50,427 -54.27% Q2 2026 Aug 05, 2026
Fluent Financial, LLC History New 38,992 4,263 1.52% — 19 +38,992 New Q2 2026 Jul 09, 2026
CITADEL ADVISORS LLC History Reduced 37,171 4,064 0.0% 0.0% 20 -29,915 -44.59% Q2 2026 Sep 02, 2026
GTS SECURITIES LLC History Reduced 36,942 4,039 0.09% 0.74% 21 -165,483 -81.75% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 36,112 3,988 0.0% 0.0% 22 +32,583 923.29% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History Reduced 36,292 3,968 0.0% 0.0% 23 -1,100 -2.94% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History Reduced 31,350 3,428 0.08% 0.82% 24 -273,149 -89.7% Q2 2026 Aug 11, 2026
AAFMAA Wealth Management & Trust LLC History Added to 24,721 2,703 0.94% 0.95% 25 +1,212 5.16% Q2 2026 Jul 08, 2026
RAYMOND JAMES FINANCIAL INC History Added to 22,863 2,500 0.0% 0.0% 26 +2,732 13.57% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History Reduced 21,563 2,357 0.02% 0.02% 27 -676 -3.04% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 21,546 2,356 0.0% 0.0% 28 +904 4.38% Q2 2026 Aug 14, 2026
Cassady Wealth & Retirement Planning, LLC History Added to 18,863 2,062 0.96% 0.9% 29 +1,804 10.58% Q2 2026 Jul 24, 2026
Phoenix Financial Ltd. History No change 16,052 1,763 0.01% 0.02% 30 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History Added to 15,610 1,707 0.0% 0.0% 31 +1,433 10.11% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History Reduced 14,624 1,599 0.0% 0.0% 32 -524 -3.46% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History Reduced 14,207 1,553 0.0% 0.0% 33 -36,883 -72.19% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History Reduced 14,048 1,536 0.01% 0.01% 34 -194 -1.36% Q2 2026 Aug 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 13,199 1,443 0.0% 0.0% 35 -9,424 -41.66% Q2 2026 Aug 12, 2026
&PARTNERS History Added to 12,954 1,416 0.01% 0.01% 36 +1,084 9.13% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History Added to 12,498 1,366 0.0% 0.0% 37 +156 1.26% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History Added to 11,592 1,267 0.03% 0.03% 38 +1,965 20.41% Q2 2026 Jul 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 10,821 1,183 0.0% 0.0% 39 -1,021 -8.62% Q2 2026 Jul 29, 2026
ARQ WEALTH ADVISORS, LLC History Added to 10,674 1,159 0.14% 0.17% 40 +1,644 18.21% Q2 2026 Jul 24, 2026
Belpointe Asset Management LLC History Added to 10,229 1,118 0.04% 0.03% 41 +2,175 27.01% Q2 2026 Jul 31, 2026
Canton Hathaway, LLC History No change 10,000 1,093 0.21% 0.21% 42 0 0.0% Q2 2026 Aug 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 9,553 1,044 0.02% 0.03% 43 -18 -0.19% Q2 2026 Jul 28, 2026
Aspen Grove Capital, LLC History Reduced 9,452 1,033 0.15% 0.38% 44 -9,224 -49.39% Q2 2026 Aug 14, 2026
Peak Planning Group, LLC History Added to 9,187 1,004 0.23% 0.26% 45 +287 3.22% Q2 2026 Aug 12, 2026
Financial Freedom, LLC History Added to 8,723 953 0.44% 0.45% 46 +22 0.25% Q2 2026 Aug 05, 2026
FLOW TRADERS U.S. LLC History Reduced 8,706 952 0.04% 0.27% 47 -73,665 -89.43% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Added to 8,567 936 0.01% 0.01% 48 +2,452 40.1% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History Added to 8,469 926 0.01% 0.01% 49 +22 0.26% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 8,285 906 0.0% 0.0% 50 -2,009 -19.52% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 8,281 905 0.0% 0.0% 51 -170 -2.01% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History New 7,860 859 0.0% — 52 +7,860 New Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History Reduced 7,770 849 0.07% 0.27% 53 -14,291 -64.78% Q2 2026 Aug 14, 2026
Greenland Capital Management LP History New 7,500 820 0.1% — 55 +7,500 New Q2 2026 Aug 12, 2026
OPPENHEIMER & CO INC History Reduced 7,501 820 0.01% 0.01% 54 -797 -9.6% Q2 2026 Aug 03, 2026
MARSHALL WACE, LLP History Reduced 7,398 808 0.0% 0.0% 56 -9,646 -56.59% Q2 2026 Aug 13, 2026
LEUTHOLD GROUP, LLC History Reduced 7,097 776 0.08% 0.08% 57 -368 -4.93% Q2 2026 Aug 04, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 6,452 705 0.0% 0.0% 58 -119 -1.81% Q2 2026 Sep 23, 2026
IMC-Chicago, LLC History Added to 6,329 692 0.0% 0.0% 60 +3,072 94.32% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History Added to 6,336 692 0.0% 0.0% 59 +948 17.59% Q2 2026 Aug 13, 2026
NTV ASSET MANAGEMENT LLC History Added to 5,819 636 0.06% 0.07% 61 +104 1.82% Q2 2026 Aug 05, 2026
WARNER FINANCIAL, INC History Added to 5,745 628 0.18% 0.2% 62 +47 0.82% Q2 2026 Jul 09, 2026
Telos Capital Management, Inc. History Reduced 5,592 611 0.05% 0.06% 63 -379 -6.35% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 5,373 587 0.01% 0.01% 64 +255 4.98% Q2 2026 Jul 15, 2026
Tradition Wealth Management, LLC History Reduced 5,364 586 0.04% 0.04% 65 -700 -11.54% Q2 2026 Aug 11, 2026
Cherry Creek Investment Advisors, Inc. History Reduced 5,266 575 0.23% 0.62% 66 -8,558 -61.91% Q2 2026 Jul 30, 2026
Arax Advisory Partners History New 5,150 563 0.0% — 67 +5,150 New Q2 2026 Aug 10, 2026
AMERIPRISE FINANCIAL INC History Reduced 4,961 542 0.0% 0.0% 68 -173 -3.37% Q2 2026 Aug 14, 2026
Hudock, Inc. History Added to 4,864 531 0.07% 0.07% 69 +47 0.98% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History New 4,731 517 0.06% — 70 +4,731 New Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History Reduced 4,433 484 0.01% 0.01% 71 -123 -2.7% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 4,289 469 0.0% 0.0% 72 +681 18.87% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History Added to 4,155 454 0.01% 0.01% 73 +615 17.37% Q2 2026 Aug 13, 2026
Investment Partners Asset Management, Inc. History No change 4,085 446 0.25% 0.26% 74 0 0.0% Q2 2026 Jul 24, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 3,860 422 0.1% 0.12% 75 -160 -3.98% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History New 3,830 418 0.0% — 76 +3,830 New Q2 2026 Jul 22, 2026
Creative Planning History Added to 3,592 392 0.0% 0.0% 77 +851 31.05% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History Added to 3,592 392 0.0% 0.0% 78 +4 0.11% Q2 2026 Aug 18, 2026
Kestra Advisory Services, LLC History Reduced 3,559 389 0.0% 0.0% 79 -1,314 -26.96% Q2 2026 Jul 28, 2026
Conservest Capital Advisors, Inc. History No change 3,400 371 0.03% 0.03% 80 0 0.0% Q2 2026 Jul 22, 2026
Blue Chip Partners, LLC History Reduced 3,376 369 0.02% 0.03% 81 -513 -13.19% Q2 2026 Aug 14, 2026
FMR LLC History Added to 3,341 365 0.0% 0.0% 82 +857 34.5% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History Added to 3,335 364 0.0% 0.0% 83 +600 21.94% Q2 2026 Aug 13, 2026
Jefferies Financial Group Inc. History Reduced 3,315 362 0.0% 0.02% 84 -24,706 -88.17% Q2 2026 Aug 17, 2026
Financial Partners Group, Inc History Reduced 3,310 361 0.04% 0.04% 85 -20 -0.6% Q2 2026 Jul 23, 2026
Value Investment Professionals, LLC History New 3,300 360 0.3% — 86 +3,300 New Q2 2026 Jul 07, 2026
Copia Wealth Management History Reduced 3,196 349 0.21% 0.24% 87 -214 -6.28% Q2 2026 Aug 17, 2026
JANE STREET GROUP, LLC History Reduced 3,061 334 0.0% 0.01% 88 -810,938 -99.62% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 2,960 323 0.01% 0.0% 89 0 0.0% Q2 2026 Jul 22, 2026
KCM INVESTMENT ADVISORS LLC History No change 2,873 314 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 13, 2026
CERTUITY, LLC History Added to 2,804 306 0.02% 0.02% 91 +22 0.79% Q2 2026 Jul 28, 2026
U.S. Capital Wealth Advisors, LLC History No change 2,750 285 0.01% 0.01% 92 0 0.0% Q1 2026 Apr 07, 2026
STRATEGY ASSET MANAGERS LLC History Added to 2,433 266 0.04% 0.03% 93 +492 25.35% Q2 2026 Aug 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 2,418 264 0.01% 0.01% 94 -174 -6.71% Q2 2026 Aug 10, 2026
PFG Investments, LLC History Added to 2,420 264 0.01% 0.01% 95 +6 0.25% Q2 2026 Jul 23, 2026
Elm3 Financial Group, LLC History Reduced 2,393 261 0.18% 0.22% 96 -65 -2.64% Q2 2026 Jul 29, 2026
Westside Investment Management, Inc. History No change 2,351 257 0.03% 0.04% 97 0 0.0% Q2 2026 Jul 27, 2026
BANK HAPOALIM BM History Reduced 2,299 251 0.02% 0.04% 98 -174 -7.04% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History New 2,158 236 0.0% — 99 +2,158 New Q2 2026 Aug 07, 2026
Turtle Creek Wealth Advisors, LLC History No change 2,000 218 0.01% 0.02% 100 0 0.0% Q2 2026 Jul 27, 2026
Janney Montgomery Scott LLC History Reduced 1,892 207 0.0% 0.0% 101 -1,050 -35.69% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,813 198 0.0% 0.0% 102 +1,300 253.41% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History New 1,800 196 0.02% — 103 +1,800 New Q2 2026 Jul 28, 2026
IFG Advisory, LLC History New 1,751 191 0.01% — 104 +1,751 New Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,546 169 0.01% 0.01% 105 -340 -18.03% Q2 2026 Jul 28, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,364 149 0.0% 0.0% 106 -109 -7.4% Q2 2026 Aug 13, 2026
HHM Wealth Advisors, LLC History No change 1,350 147 0.01% 0.02% 107 0 0.0% Q2 2026 Jul 13, 2026
HUNTINGTON NATIONAL BANK History No change 1,300 142 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History New 1,273 139 0.01% — 109 +1,273 New Q2 2026 Aug 17, 2026
Farther Finance Advisors, LLC History Reduced 1,086 118 0.0% 0.0% 110 -318 -22.65% Q2 2026 Jul 17, 2026
AE Wealth Management LLC History Added to 1,006 109 0.0% 0.0% 111 +128 14.58% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 963 105 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History Added to 884 96 0.0% 0.0% 113 +257 40.99% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History Added to 813 88 0.02% 0.02% 114 +2 0.25% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History Reduced 680 74 0.0% 0.0% 115 -15 -2.16% Q2 2026 Aug 13, 2026
Cordant, Inc. History New 661 72 0.03% — 116 +661 New Q2 2026 Jul 14, 2026
Continuum Advisory, LLC History New 626 68 0.01% — 117 +626 New Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History Reduced 581 63 0.0% 0.0% 118 -85 -12.76% Q2 2026 Jul 28, 2026
Aptus Capital Advisors, LLC History Reduced 584 63 0.0% 0.0% 119 -15 -2.5% Q2 2026 Aug 12, 2026
Innovative Asset Advisors Group, LLC History Reduced 554 60 0.03% 0.04% 120 -100 -15.29% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History Added to 537 58 0.0% 0.0% 121 +288 115.66% Q2 2026 Jul 20, 2026
Tidemark, LLC History Added to 537 58 0.01% 0.01% 122 +15 2.87% Q2 2026 Aug 10, 2026
Forum Finance Group S.A. History Added to 565 50 0.02% 0.02% 123 +135 31.4% Q2 2026 Aug 14, 2026
CWM, LLC History No change 476 49 0.0% 0.0% 124 0 0.0% Q1 2026 May 14, 2026
Birchwood Financial Partners, Inc. History Added to 442 48 0.04% 0.04% 125 +3 0.68% Q2 2026 Aug 06, 2026
Burnham & Co LLC History New 400 43 0.03% — 126 +400 New Q2 2026 Aug 11, 2026
Trask Adam Roland History No change 400 41 0.04% 0.04% 127 0 0.0% Q1 2026 May 15, 2026
MCDONALD PARTNERS LLC History New 325 35 0.01% — 128 +325 New Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History New 319 34 0.0% — 129 +319 New Q2 2026 Aug 06, 2026
AlphaCore Capital LLC History No change 298 32 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 06, 2026
SBI Securities Co., Ltd. History Reduced 287 31 0.0% 0.0% 131 -41 -12.5% Q2 2026 Jul 22, 2026
WELLS FARGO & COMPANY/MN History Reduced 262 28 0.0% 0.0% 132 -169 -39.21% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 232 25 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 05, 2026
TD Waterhouse Canada Inc. History Added to 230 24 0.0% 0.0% 134 +130 130.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History Reduced 112 12 0.0% 0.0% 135 -1,043 -90.3% Q2 2026 Aug 05, 2026
MCF Advisors LLC History No change 100 10 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 92 10 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 85 9 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
Arlington Trust Co LLC History No change 85 9 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 07, 2026
Bullock Wealth Management Group History No change 85 9 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 19, 2026
DUNCKER STREETT & CO INC History New 78 8 0.0% — 143 +78 New Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 78 8 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
Activest Wealth Management History No change 74 8 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 16, 2026
Anchor Investment Management, LLC History No change 58 6 0.0% 0.0% 144 0 0.0% Q2 2026 Sep 15, 2026
Aventura Private Wealth, LLC History No change 60 6 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 15, 2026
SIMPLEX TRADING, LLC History Reduced 43 4 0.0% 0.0% 146 -4,930 -99.14% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History New 35 3 0.0% — 147 +35 New Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 15 1 0.0% 0.0% 148 0 0.0% Q2 2026 Jul 30, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 13 1 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 05, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Closed out 0 0 — 0.33% — -545,207 -100.0% Q2 2026 Aug 13, 2026
Employees Retirement System of Texas History Closed out 0 0 — 0.48% — -531,600 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.01% — -55,225 -100.0% Q2 2026 Aug 14, 2026
J. Goldman & Co LP History Closed out 0 0 — 0.16% — -53,200 -100.0% Q2 2026 Aug 14, 2026
Ground Swell Capital, LLC History Closed out 0 0 — 3.16% — -15,445 -100.0% Q2 2026 Aug 05, 2026
Prospera Financial Services Inc History Closed out 0 0 — 0.01% — -3,200 -100.0% Q2 2026 Jul 15, 2026
BXM Wealth LLC History Closed out 0 0 — 0.25% — -3,120 -100.0% Q2 2026 Jul 24, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 — 0.0% — -2,364 -100.0% Q2 2026 Jul 28, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -951 -100.0% Q2 2026 Aug 14, 2026
Cassaday & Co Wealth Management LLC History Closed out 0 0 — 0.0% — -760 -100.0% Q2 2026 Aug 10, 2026
Banque Cantonale Vaudoise History Reduced 1,416 0 — 0.01% — -491 -25.75% Q2 2026 Jul 31, 2026
BARCLAYS PLC History Closed out 0 0 — 0.0% — -457 -100.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.0% — -200 -100.0% Q2 2026 Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -167 -100.0% Q2 2026 Aug 13, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -143 -100.0% Q2 2026 Jul 20, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -27 -100.0% Q2 2026 Aug 12, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -23 -100.0% Q2 2026 Jul 14, 2026
RMG Wealth Management LLC History Closed out 0 0 — — — -4 -100.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 1 0 — — — +1 New Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Trust Co History No change 8 0 — — — 0 0.0% Q2 2026 Jul 10, 2026