Principal Exchange-Traded Funds - PREF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 13,417,050 | 255,525 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 11,822,114 | 225,329 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 7,713,331 | 147,016 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 7,188,556 | 137,013 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,565,964 | 87,027 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,227,005 | 61,506 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,157,079 | 60,174 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFC Advisors LLC | History | No change | 2,773,798 | 52,868 | 6.71% | 6.71% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,922,757 | 36,647 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,900,115 | 36,206 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,419,536 | 27,056 | 0.33% | 0.33% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,303,346 | 24,841 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Permanens Capital L.P. | History | No change | 1,104,859 | 21,058 | 2.17% | 2.17% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bensler, LLC | History | No change | 927,050 | 17,669 | 1.56% | 1.56% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 842,806 | 16,063 | 2.1% | 2.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 633,860 | 12,021 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 614,837 | 11,718 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 575,695 | 10,972 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Berger Financial Group, Inc | History | No change | 441,919 | 8,422 | 0.43% | 0.43% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| L2 Asset Management, LLC | History | No change | 437,360 | 8,336 | 0.87% | 0.87% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROGCO, LP | History | No change | 406,720 | 7,752 | 2.37% | 2.37% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 397,911 | 7,584 | 0.47% | 0.47% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 381,019 | 7,262 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 364,543 | 6,948 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 341,695 | 6,512 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 296,734 | 5,655 | 1.45% | 1.45% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PSI Advisors, LLC | History | No change | 280,460 | 5,345 | 1.24% | 1.24% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 264,728 | 5,045 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 261,330 | 4,980 | 0.41% | 0.41% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 258,990 | 4,936 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 258,863 | 4,933 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 253,344 | 4,828 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 205,725 | 3,921 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 205,655 | 3,919 | 0.79% | 0.79% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 192,634 | 3,669 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 192,000 | 3,659 | 0.18% | 0.18% | 36 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Meadow Creek Wealth Advisors LLC | History | No change | 175,941 | 3,353 | 2.05% | 2.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 162,452 | 3,096 | 0.21% | 0.21% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 153,792 | 2,931 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 150,776 | 2,873 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 137,845 | 2,627 | 0.36% | 0.36% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 132,073 | 2,517 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 133,360 | 2,447 | 0.06% | 0.07% | 43 | -1,465 | -1.09% | Q3 2026 | Oct 05, 2026 |
| Legacy Bridge, LLC | History | No change | 122,830 | 2,341 | 0.72% | 0.72% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 119,001 | 2,268 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 114,567 | 2,183 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 105,218 | 2,005 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 104,673 | 1,995 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 99,063 | 1,888 | 0.59% | 0.59% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 92,218 | 1,757 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 87,567 | 1,669 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 84,715 | 1,594 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 82,375 | 1,570 | 0.12% | 0.12% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 81,138 | 1,546 | 0.4% | 0.4% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 76,348 | 1,455 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 71,151 | 1,356 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FourThought Financial Partners, LLC | History | No change | 70,284 | 1,339 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 64,728 | 1,233 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 64,553 | 1,230 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 63,154 | 1,203 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mengis Capital Management, Inc. | History | No change | 62,600 | 1,193 | 0.18% | 0.18% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LexAurum Advisors, LLC | History | No change | 60,194 | 1,147 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 58,777 | 1,120 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 54,236 | 1,033 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Citizens Financial Corp | History | Reduced | 55,522 | 1,018 | 0.43% | 0.46% | 65 | -2,770 | -4.75% | Q3 2026 | Oct 02, 2026 |
| Valor Advisors LLC | History | No change | 49,143 | 936 | 0.69% | 0.69% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 48,217 | 919 | 0.28% | 0.28% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Essex Financial Services, Inc. | History | No change | 47,378 | 903 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 42,084 | 802 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mechanics Financial Corp | History | No change | 41,824 | 797 | 0.29% | 0.29% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 40,000 | 762 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL & PLANNING, LLC | History | No change | 39,860 | 759 | 0.39% | 0.39% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 39,713 | 756 | 0.36% | 0.36% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 38,427 | 732 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 37,931 | 722 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 35,653 | 679 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 35,471 | 676 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 33,237 | 633 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 32,801 | 625 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UMB Bank, n.a. | History | No change | 32,496 | 619 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Activest Wealth Management | History | No change | 32,243 | 614 | 0.12% | 0.12% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 30,285 | 577 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 28,254 | 538 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 25,378 | 483 | 0.13% | 0.13% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 23,170 | 441 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,611 | 392 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Diversified Trust Co | History | No change | 19,994 | 381 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XML Financial, LLC | History | No change | 19,406 | 369 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Platform Technology Partners | History | No change | 19,000 | 362 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 18,062 | 344 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 16,500 | 314 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 16,509 | 314 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MBL Wealth, LLC | History | No change | 16,000 | 304 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Venturi Wealth Management, LLC | History | No change | 15,500 | 295 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | No change | 15,032 | 286 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,479 | 275 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,288 | 272 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 14,152 | 269 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | No change | 14,049 | 267 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 14,054 | 267 | 0.12% | 0.12% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 13,763 | 262 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 13,615 | 259 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Jacobi Capital Management LLC | History | No change | 12,953 | 246 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 12,414 | 236 | 0.13% | 0.13% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 11,689 | 222 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sensible Money, LLC | History | No change | 11,689 | 222 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NBH Bank | History | No change | 11,361 | 216 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 11,136 | 212 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 11,071 | 211 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 10,957 | 208 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 10,111 | 192 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boreal Capital Management LLC | History | No change | 8,641 | 164 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whipplewood Advisors, LLC | History | No change | 8,430 | 160 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 7,940 | 151 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,253 | 138 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 5,956 | 113 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,000 | 95 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Roxbury Financial LLC | History | Added to | 4,050 | 74 | 0.06% | 0.06% | 118 | +29 | 0.72% | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,535 | 67 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,450 | 47 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 2,390 | 45 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 2,280 | 43 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,100 | 40 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,179 | 21 | 0.0% | 0.0% | 124 | -984 | -45.49% | Q3 2026 | Oct 08, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,011 | 19 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 495 | 9 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Allworth Financial LP | History | No change | 421 | 8 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 446 | 8 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 341 | 6 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 325 | 6 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 302 | 5 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 299 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 113 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |