PUTNAM ETF TRUST - PVAL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 38,242,878 | 1,948,474 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 17,490,722 | 891,152 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 9,975,366 | 508,244 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 9,411,298 | 479,505 | 0.44% | 0.44% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 8,610,022 | 438,680 | 4.32% | 4.32% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,976,865 | 406,421 | 0.51% | 0.51% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,259,712 | 369,882 | 1.63% | 1.63% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,620,755 | 337,327 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 5,997,586 | 305,577 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,400,725 | 275,166 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 3,809,127 | 194,075 | 2.31% | 2.31% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,450,127 | 175,783 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,895,121 | 147,506 | 0.34% | 0.34% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allegheny Financial Group | History | No change | 2,609,319 | 132,944 | 14.11% | 14.11% | 14 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,469,602 | 125,827 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,129,491 | 108,498 | 0.21% | 0.21% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 2,038,034 | 103,837 | 7.61% | 7.61% | 17 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,674,245 | 85,303 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,669,830 | 85,077 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,588,721 | 80,945 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Opal Wealth Advisors, LLC | History | No change | 1,562,614 | 79,615 | 17.2% | 17.2% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 1,442,912 | 73,516 | 32.46% | 32.46% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,392,651 | 70,955 | 0.23% | 0.23% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 1,312,998 | 66,897 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,277,368 | 65,081 | 0.3% | 0.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,190,333 | 60,647 | 1.4% | 1.4% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,074,247 | 54,732 | 0.7% | 0.7% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,026,122 | 52,280 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RFG Advisory, LLC | History | No change | 1,011,811 | 51,551 | 0.81% | 0.81% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Drake & Associates, LLC | History | No change | 954,581 | 48,635 | 8.19% | 8.19% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AUCTUS ADVISORS LLC | History | No change | 944,825 | 48,138 | 40.49% | 40.49% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 937,682 | 47,774 | 0.1% | 0.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 879,439 | 44,807 | 0.91% | 0.91% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | No change | 878,615 | 44,770 | 0.13% | 0.13% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harbor Group, Inc. | History | No change | 876,338 | 44,649 | 5.24% | 5.24% | 35 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 865,998 | 44,122 | 11.07% | 11.07% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 834,984 | 42,542 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GGM Financial LLC | History | No change | 802,017 | 40,862 | 15.49% | 15.49% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Embree Financial Group | History | No change | 782,122 | 39,849 | 3.99% | 3.99% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 781,743 | 39,829 | 0.66% | 0.66% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 772,527 | 39,360 | 2.54% | 2.54% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 841,845 | 39,061 | 1.59% | 1.59% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 676,109 | 34,447 | 2.28% | 2.28% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 646,818 | 34,035 | 6.67% | 6.41% | 44 | +54,086 | 9.12% | Q3 2026 | Oct 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 665,622 | 33,913 | 0.29% | 0.29% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 643,078 | 32,764 | 0.17% | 0.17% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 621,442 | 32,203 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 625,172 | 31,852 | 1.45% | 1.45% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sowa Financial Group, Inc. | History | No change | 587,209 | 29,918 | 13.95% | 13.95% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 582,267 | 29,666 | 2.58% | 2.58% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 559,528 | 28,507 | 0.14% | 0.14% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | No change | 533,671 | 27,190 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bucket List Wealth Management, LLC | History | No change | 523,231 | 26,658 | 13.13% | 13.13% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 500,423 | 25,496 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aurdan Capital Management, LLC | History | No change | 466,713 | 23,779 | 6.03% | 6.03% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 463,584 | 23,619 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Management Systems Inc. | History | No change | 438,579 | 22,345 | 4.57% | 4.57% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 430,692 | 21,943 | 0.52% | 0.52% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towneley Capital Management, Inc / DE | History | No change | 429,046 | 21,859 | 4.29% | 4.29% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dogwood Wealth Management LLC | History | No change | 426,694 | 21,740 | 8.58% | 8.58% | 60 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 424,275 | 21,616 | 4.08% | 4.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 417,079 | 21,250 | 1.29% | 1.29% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frontier Asset Management, LLC | History | No change | 413,101 | 21,047 | 3.77% | 3.77% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | No change | 397,686 | 20,262 | 0.2% | 0.2% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 386,316 | 19,682 | 1.94% | 1.94% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 374,669 | 19,089 | 0.21% | 0.21% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 374,301 | 19,070 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Services, LLC | History | No change | 370,007 | 18,851 | 11.33% | 11.33% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valmark Advisers, Inc. | History | No change | 366,776 | 18,687 | 0.2% | 0.2% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Haverford Trust Co | History | No change | 357,046 | 18,191 | 0.16% | 0.16% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | Added to | 336,735 | 17,718 | 1.41% | 1.4% | 71 | +6,338 | 1.92% | Q3 2026 | Oct 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 342,320 | 17,441 | 0.35% | 0.35% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 338,432 | 17,243 | 4.39% | 4.39% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Able Wealth Management LLC | History | No change | 333,118 | 16,972 | 3.89% | 3.89% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 326,990 | 16,660 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IVC Wealth Advisors LLC | History | No change | 318,688 | 16,237 | 6.33% | 6.33% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 313,061 | 15,950 | 0.58% | 0.58% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 304,469 | 15,512 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 302,541 | 15,456 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 303,031 | 15,439 | 0.28% | 0.28% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Coign Capital Advisors LLC | History | No change | 290,191 | 14,785 | 6.65% | 6.65% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trademark Financial Management, LLC | History | No change | 274,399 | 13,980 | 5.73% | 5.73% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 271,371 | 13,826 | 0.19% | 0.19% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Green Ridge Wealth Planning LLC | History | Added to | 259,011 | 13,629 | 5.47% | 4.43% | 85 | +52,506 | 25.43% | Q3 2026 | Oct 08, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 267,510 | 13,629 | 1.8% | 1.8% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 265,281 | 13,553 | 0.44% | 0.44% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 265,977 | 13,551 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 255,968 | 13,041 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weil Company, Inc. | History | No change | 248,564 | 12,664 | 2.23% | 2.23% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 247,817 | 12,626 | 3.64% | 3.64% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Advisors Network LLC | History | No change | 234,538 | 11,949 | 0.55% | 0.55% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 226,122 | 11,520 | 3.41% | 3.41% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | No change | 224,948 | 11,461 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 222,228 | 11,323 | 0.44% | 0.44% | 94 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 211,845 | 11,102 | 1.07% | 1.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 216,877 | 11,049 | 7.34% | 7.34% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 214,049 | 10,905 | 0.18% | 0.18% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 212,837 | 10,844 | 0.19% | 0.19% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 212,050 | 10,803 | 1.53% | 1.53% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 206,524 | 10,522 | 4.27% | 4.27% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 204,623 | 10,425 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 197,882 | 10,082 | 3.22% | 3.22% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 197,348 | 10,054 | 6.02% | 6.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | No change | 190,719 | 10,026 | 0.17% | 0.17% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 190,719 | 10,026 | 0.17% | 0.17% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 196,468 | 10,010 | 4.57% | 4.57% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 191,886 | 9,776 | 0.42% | 0.42% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 187,813 | 9,569 | 4.72% | 4.72% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 178,233 | 9,080 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Colonial River Investments, LLC | History | No change | 173,578 | 8,843 | 2.52% | 2.52% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Visionary Wealth Advisors | History | No change | 172,192 | 8,773 | 0.35% | 0.35% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 171,680 | 8,747 | 2.5% | 2.5% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foundry Financial Group, Inc. | History | No change | 171,370 | 8,731 | 3.77% | 3.77% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 162,020 | 8,525 | 0.06% | 0.01% | 114 | +135,897 | 520.22% | Q3 2026 | Oct 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 167,097 | 8,513 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Group LLC | History | No change | 165,608 | 8,437 | 2.96% | 2.96% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 155,153 | 7,905 | 0.14% | 0.14% | 117 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 151,747 | 7,731 | 0.73% | 0.73% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 150,360 | 7,660 | 0.38% | 0.38% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 148,158 | 7,548 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 146,923 | 7,485 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 143,278 | 7,300 | 0.49% | 0.49% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 142,265 | 7,248 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 138,850 | 7,074 | 1.44% | 1.44% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sovran Advisors, LLC | History | No change | 130,296 | 6,905 | 0.51% | 0.51% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 133,615 | 6,807 | 2.11% | 2.11% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bank of New York Mellon Corp | History | No change | 132,948 | 6,773 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ERn Financial, LLC | History | No change | 132,470 | 6,749 | 1.12% | 1.12% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 130,746 | 6,661 | 0.17% | 0.17% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 128,152 | 6,529 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 127,514 | 6,496 | 0.67% | 0.67% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 125,942 | 6,416 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | No change | 124,588 | 6,347 | 0.89% | 0.89% | 133 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 120,750 | 6,152 | 3.37% | 3.37% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | No change | 119,719 | 6,099 | 0.64% | 0.64% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ballew Advisors, Inc | History | Added to | 115,076 | 6,073 | 3.02% | 2.49% | 136 | +22,000 | 23.64% | Q3 2026 | Oct 05, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 117,096 | 5,966 | 0.66% | 0.66% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 108,394 | 5,522 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Empire Life Investments Inc. | History | No change | 108,339 | 5,521 | 0.31% | 0.31% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RDA Financial Network | History | No change | 107,851 | 5,495 | 1.2% | 1.2% | 140 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IFG Advisory, LLC | History | No change | 107,738 | 5,489 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATX Financial Planning, LLC | History | No change | 106,318 | 5,416 | 3.58% | 3.58% | 142 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Sandhill Capital Partners LLC | History | No change | 103,276 | 5,261 | 0.43% | 0.43% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 102,776 | 5,236 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 99,386 | 5,063 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarity Asset Management, Inc. | History | No change | 99,391 | 5,063 | 2.48% | 2.48% | 146 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 99,192 | 5,053 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| &PARTNERS | History | No change | 97,008 | 4,940 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 96,155 | 4,899 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | No change | 94,005 | 4,789 | 0.41% | 0.41% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Indivisible Partners | History | No change | 93,494 | 4,763 | 0.27% | 0.27% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 92,966 | 4,736 | 0.93% | 0.93% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 92,647 | 4,720 | 1.35% | 1.35% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 90,637 | 4,617 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARSHALL WACE, LLP | History | No change | 89,674 | 4,568 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 81,910 | 4,173 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 76,746 | 3,910 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Laurel Wealth Planning LLC | History | No change | 76,636 | 3,904 | 1.73% | 1.73% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Everest Financial Group LLC | History | No change | 76,152 | 3,879 | 0.53% | 0.53% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Athena Wealth Management, LLC | History | No change | 75,508 | 3,847 | 2.86% | 2.86% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 75,212 | 3,832 | 0.12% | 0.12% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Faithward Advisors, LLC | History | No change | 74,741 | 3,808 | 0.46% | 0.46% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 70,688 | 3,601 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 70,595 | 3,596 | 0.38% | 0.38% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ArborFi Advisors, LLC | History | No change | 69,977 | 3,565 | 2.58% | 2.58% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 67,223 | 3,425 | 0.28% | 0.28% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Resource Group | History | No change | 62,720 | 3,195 | 0.48% | 0.48% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 61,374 | 3,127 | 0.18% | 0.18% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 60,530 | 3,083 | 1.9% | 1.9% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 59,488 | 3,031 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| New Republic Capital, LLC | History | No change | 58,735 | 2,992 | 0.69% | 0.69% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 58,677 | 2,989 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 57,445 | 2,926 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 54,925 | 2,798 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prostatis Group LLC | History | No change | 53,917 | 2,747 | 0.64% | 0.64% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patten Group, Inc. | History | No change | 52,725 | 2,686 | 0.42% | 0.42% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clark Wealth Partners | History | No change | 52,727 | 2,686 | 1.52% | 1.52% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sonoma Allocations LLC | History | No change | 52,168 | 2,678 | 0.83% | 0.83% | 178 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | No change | 52,524 | 2,676 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 54,482 | 2,674 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,493 | 2,674 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Trust Co | History | No change | 52,234 | 2,661 | 0.23% | 0.23% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Briggs Wealth Management, Inc | History | No change | 50,824 | 2,589 | 2.36% | 2.36% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peck Wealth Management, LLC | History | No change | 50,435 | 2,569 | 2.16% | 2.16% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 50,180 | 2,556 | 0.8% | 0.8% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 49,994 | 2,547 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 50,002 | 2,547 | 0.34% | 0.34% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 49,935 | 2,544 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 49,833 | 2,538 | 0.73% | 0.73% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Provident Wealth Management, LLC | History | No change | 49,000 | 2,496 | 0.64% | 0.64% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 48,305 | 2,461 | 0.62% | 0.62% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WESPAC Advisors, LLC | History | No change | 47,789 | 2,434 | 1.19% | 1.19% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 46,498 | 2,369 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 45,368 | 2,311 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | No change | 45,216 | 2,303 | 0.28% | 0.28% | 195 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nuveen, LLC | History | No change | 44,151 | 2,249 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 43,770 | 2,230 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 43,776 | 2,230 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WJ Wealth Management, LLC | History | No change | 42,045 | 2,142 | 0.85% | 0.85% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 41,775 | 2,128 | 0.08% | 0.08% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 39,708 | 2,023 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 39,422 | 2,008 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 39,409 | 2,007 | 0.57% | 0.57% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 38,992 | 1,986 | 0.74% | 0.74% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 36,912 | 1,880 | 0.46% | 0.46% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 36,500 | 1,859 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsman Wealth Management, Inc. | History | No change | 35,952 | 1,831 | 0.86% | 0.86% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JT Stratford LLC | History | No change | 34,880 | 1,777 | 0.19% | 0.19% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 34,586 | 1,762 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 33,326 | 1,697 | 1.39% | 1.39% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 32,122 | 1,637 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 30,907 | 1,574 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 29,402 | 1,498 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 29,129 | 1,484 | 0.29% | 0.29% | 214 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrity Financial Corp /WA | History | No change | 28,656 | 1,460 | 0.7% | 0.7% | 215 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Greenline Wealth Management LLC | History | No change | 27,583 | 1,405 | 1.15% | 1.15% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KINTRA WEALTH, LLC | History | No change | 25,503 | 1,387 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 26,035 | 1,326 | 0.22% | 0.22% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Financial Network, Inc. | History | No change | 25,976 | 1,323 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vise Technologies, Inc. | History | No change | 25,921 | 1,320 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RMR Wealth Builders | History | No change | 24,847 | 1,265 | 0.08% | 0.08% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 24,660 | 1,256 | 0.4% | 0.4% | 222 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 23,150 | 1,179 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 22,415 | 1,142 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cox Capital Mgt LLC | History | Reduced | 21,630 | 1,138 | 0.64% | 0.63% | 225 | -555 | -2.5% | Q3 2026 | Oct 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 22,080 | 1,124 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 21,588 | 1,099 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 21,056 | 1,072 | 0.09% | 0.09% | 228 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 20,904 | 1,065 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | No change | 20,720 | 1,055 | 0.55% | 0.55% | 230 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Betterment LLC | History | No change | 20,099 | 1,024 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 18,702 | 980 | 0.3% | 0.3% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 18,865 | 961 | 0.21% | 0.21% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 17,974 | 915 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 17,964 | 915 | 1.11% | 1.11% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | No change | 17,769 | 905 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 17,564 | 894 | 0.53% | 0.53% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Accurate Wealth Management, LLC | History | No change | 16,921 | 876 | 0.08% | 0.08% | 238 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prospera Financial Services Inc | History | No change | 17,057 | 869 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 16,770 | 854 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICUS CAPITAL | History | No change | 16,721 | 851 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Verdence Capital Advisors LLC | History | No change | 16,494 | 840 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,480 | 839 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 16,193 | 825 | 0.16% | 0.16% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 15,967 | 813 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 15,387 | 783 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clear Point Advisors Inc. | History | No change | 15,190 | 773 | 0.69% | 0.69% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,032 | 765 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 14,967 | 762 | 0.35% | 0.35% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Processus Wealth & Capital Management, LLC | History | No change | 14,486 | 738 | 0.44% | 0.44% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 14,166 | 721 | 0.12% | 0.12% | 251 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Scarborough Advisors, LLC | History | No change | 14,035 | 720 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 13,638 | 694 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 13,400 | 682 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 13,314 | 678 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 13,078 | 666 | 0.12% | 0.12% | 256 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 12,924 | 658 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LWM Advisory Services, LLC | History | No change | 12,854 | 654 | 1.17% | 1.17% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 12,680 | 646 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 12,314 | 627 | 0.08% | 0.08% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Third View Private Wealth, LLC | History | No change | 12,162 | 619 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN ADVISORY INC | History | No change | 12,102 | 616 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 12,041 | 613 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 11,794 | 610 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 11,338 | 577 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 11,313 | 576 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 11,229 | 572 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| R2 Capital Strategies, LLC | History | No change | 11,243 | 572 | 0.26% | 0.26% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Madison Wealth Partners, Inc | History | No change | 11,044 | 562 | 0.07% | 0.07% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 11,006 | 560 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StoneX Group Inc. | History | No change | 10,660 | 543 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,636 | 541 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | No change | 10,602 | 540 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 10,232 | 521 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,106 | 514 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 10,082 | 513 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elevation Wealth Management LLC | History | No change | 9,770 | 497 | 0.37% | 0.37% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Bank & Trust | History | No change | 9,737 | 496 | 0.07% | 0.07% | 278 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 9,491 | 493 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hilltop Holdings Inc. | History | No change | 9,493 | 483 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,414 | 479 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 9,270 | 472 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 9,266 | 472 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 9,109 | 464 | 0.16% | 0.16% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 8,933 | 455 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 8,896 | 453 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,813 | 449 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nvest Financial, LLC | History | No change | 8,789 | 447 | 0.14% | 0.14% | 288 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Carnegie Investment Counsel | History | No change | 8,563 | 436 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 8,474 | 431 | 0.23% | 0.23% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | No change | 8,427 | 429 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,265 | 421 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 8,252 | 420 | 0.22% | 0.22% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,205 | 418 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 8,094 | 412 | 0.19% | 0.19% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 8,017 | 408 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 7,777 | 396 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,720 | 393 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 7,630 | 388 | 0.1% | 0.1% | 299 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Argent Trust Co | History | No change | 7,550 | 384 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |