TCW ETF Trust - PWRD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | Reduced | 5,522,892 | 679,094 | 5.05% | 5.6% | 1 | -1,047,421 | -15.94% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,058,493 | 364,603 | 0.02% | 0.02% | 2 | -361,420 | -10.57% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 1,814,843 | 223,153 | 2.65% | 3.27% | 3 | -518,313 | -22.22% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,739,131 | 213,843 | 3.29% | 3.76% | 4 | -368,091 | -17.47% | Q2 2026 | Aug 03, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 944,060 | 116,081 | 2.74% | 2.4% | 5 | +11,029 | 1.18% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 586,451 | 72,109 | 0.02% | 0.01% | 6 | +123,261 | 26.61% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 491,163 | 60,393 | 0.02% | 0.01% | 7 | +75,690 | 18.22% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 382,371 | 47,016 | 0.01% | 0.0% | 8 | +158,683 | 70.94% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 339,471 | 41,741 | 0.99% | 1.0% | 9 | -24,427 | -6.71% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 250,629 | 30,817 | 0.0% | 0.0% | 10 | +160,070 | 176.76% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 226,712 | 27,876 | 0.01% | 0.01% | 11 | +63,680 | 39.06% | Q2 2026 | Aug 12, 2026 |
| ASPIRIANT, LLC | History | Added to | 162,280 | 19,954 | 0.49% | 0.45% | 12 | +2,274 | 1.42% | Q2 2026 | Jul 20, 2026 |
| Principle Wealth Partners LLC | History | Added to | 152,553 | 18,757 | 0.93% | 0.46% | 13 | +69,724 | 84.18% | Q2 2026 | Aug 07, 2026 |
| Procyon Advisors, LLC | History | Added to | 143,637 | 17,661 | 0.76% | 0.65% | 14 | +8,531 | 6.31% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | Added to | 139,898 | 17,201 | 0.02% | 0.02% | 15 | +1,687 | 1.22% | Q2 2026 | Aug 13, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 136,013 | 16,724 | 1.95% | 2.33% | 16 | -36,593 | -21.2% | Q2 2026 | Jul 21, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 114,143 | 14,035 | 4.4% | 5.28% | 17 | -36,023 | -23.99% | Q2 2026 | Jul 17, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 105,393 | 12,959 | 0.46% | 0.39% | 18 | +53 | 0.05% | Q2 2026 | Aug 13, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 98,142 | 12,067 | 1.17% | 1.06% | 19 | +2,790 | 2.93% | Q2 2026 | Jul 31, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 88,074 | 10,829 | 0.48% | 0.13% | 20 | +59,851 | 212.06% | Q2 2026 | Jul 27, 2026 |
| Venture Visionary Partners LLC | History | Added to | 87,121 | 10,712 | 0.3% | 0.27% | 21 | +4,967 | 6.05% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 82,890 | 10,192 | 0.02% | 0.02% | 22 | -558 | -0.67% | Q2 2026 | Aug 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 72,216 | 8,879 | 0.51% | 0.45% | 23 | +569 | 0.79% | Q2 2026 | Jul 22, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 70,610 | 8,682 | 3.43% | 3.32% | 24 | -1,853 | -2.56% | Q2 2026 | Aug 03, 2026 |
| Fusion Capital, LLC | History | Added to | 68,243 | 8,391 | 1.95% | 0.07% | 25 | +65,605 | 2486.92% | Q2 2026 | Aug 05, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 68,225 | 8,388 | 2.29% | 2.72% | 26 | -20,594 | -23.19% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 66,930 | 8,229 | 0.01% | 0.0% | 27 | +19,305 | 40.54% | Q2 2026 | Aug 12, 2026 |
| TCW GROUP INC | History | Added to | 64,528 | 7,934 | 0.05% | 0.03% | 28 | +25,302 | 64.5% | Q2 2026 | Aug 03, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 59,985 | 7,375 | 1.74% | 1.52% | 29 | +4,878 | 8.85% | Q2 2026 | Jul 16, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 57,433 | 7,062 | 2.31% | 2.03% | 30 | +207 | 0.36% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 56,243 | 6,915 | 0.05% | — | 31 | +56,243 | New | Q2 2026 | Sep 08, 2026 |
| Valence8 US LP | History | Reduced | 54,694 | 6,725 | 2.24% | 2.91% | 32 | -30,505 | -35.8% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 54,453 | 6,695 | 0.01% | 0.01% | 33 | +306 | 0.57% | Q2 2026 | Jul 29, 2026 |
| DWM Financial Group, Inc. | History | New | 64,622 | 6,213 | 5.54% | — | 34 | +64,622 | New | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 42,545 | 5,231 | 0.08% | 0.0% | 35 | +40,244 | 1748.98% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 37,663 | 4,631 | 0.22% | 0.26% | 36 | -13,312 | -26.11% | Q2 2026 | Jul 21, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 36,280 | 4,461 | 2.07% | 1.89% | 37 | +3,945 | 12.2% | Q2 2026 | Jul 24, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 36,039 | 4,431 | 0.84% | 0.63% | 38 | +4,962 | 15.97% | Q2 2026 | Jul 27, 2026 |
| KPP Advisory Services LLC | History | Added to | 32,757 | 4,027 | 0.51% | 0.44% | 39 | +1,936 | 6.28% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | Added to | 32,376 | 3,980 | 0.0% | 0.0% | 40 | +30,917 | 2119.05% | Q2 2026 | Aug 13, 2026 |
| BIP Wealth, LLC | History | New | 30,936 | 3,803 | 0.11% | — | 41 | +30,936 | New | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,490 | 3,748 | 0.02% | 0.01% | 42 | +3,019 | 10.99% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,896 | 3,430 | 0.02% | 0.01% | 43 | +4,958 | 21.61% | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 22,952 | 2,822 | 0.19% | 0.17% | 44 | +99 | 0.43% | Q2 2026 | Aug 12, 2026 |
| Smart Portfolios, LLC | History | No change | 27,966 | 2,734 | 2.73% | 2.73% | 45 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Insights, Inc. | History | Reduced | 22,209 | 2,730 | 0.72% | 0.72% | 46 | -639 | -2.8% | Q2 2026 | Aug 25, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 21,565 | 2,651 | 1.22% | 1.06% | 47 | -107 | -0.49% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | Added to | 21,043 | 2,587 | 0.01% | 0.0% | 48 | +14,125 | 204.18% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 20,906 | 2,570 | 0.0% | 0.0% | 49 | -139 | -0.66% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | Reduced | 20,738 | 2,550 | 0.32% | 0.31% | 50 | -260 | -1.24% | Q2 2026 | Jul 23, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 20,495 | 2,520 | 0.21% | 0.93% | 51 | -5,325 | -20.62% | Q2 2026 | Aug 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 20,215 | 2,485 | 0.14% | 0.12% | 52 | +6 | 0.03% | Q2 2026 | Jul 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 20,034 | 2,463 | 0.3% | 0.25% | 53 | +1,405 | 7.54% | Q2 2026 | Aug 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 19,584 | 2,408 | 1.35% | 1.16% | 54 | +1,276 | 6.97% | Q2 2026 | Jul 21, 2026 |
| Dakota Wealth Management | History | Added to | 19,415 | 2,387 | 0.05% | 0.04% | 55 | +1,020 | 5.54% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 18,612 | 2,288 | 0.0% | 0.0% | 56 | +15,689 | 536.74% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 18,292 | 2,249 | 0.01% | 0.0% | 57 | +4,378 | 31.46% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 16,658 | 2,048 | 0.0% | 0.0% | 58 | +12,142 | 268.87% | Q2 2026 | Aug 05, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 15,969 | 1,963 | 0.47% | 0.4% | 59 | +826 | 5.45% | Q2 2026 | Jul 09, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 14,782 | 1,817 | 0.65% | 0.55% | 60 | +1,117 | 8.17% | Q2 2026 | Jul 22, 2026 |
| Millstone Evans Group, LLC | History | Added to | 14,734 | 1,811 | 0.98% | 0.71% | 61 | +2,572 | 21.15% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | Added to | 14,284 | 1,756 | 0.0% | 0.0% | 62 | +930 | 6.96% | Q2 2026 | Aug 27, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 13,540 | 1,664 | 0.18% | 0.18% | 63 | -1,605 | -10.6% | Q2 2026 | Jul 23, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 13,379 | 1,645 | 0.19% | 0.19% | 64 | -1,032 | -7.16% | Q2 2026 | Jul 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,814 | 1,575 | 0.01% | 0.02% | 65 | -13,650 | -51.58% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,432 | 1,405 | 0.02% | 0.02% | 66 | +679 | 6.31% | Q2 2026 | Jul 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 11,343 | 1,392 | 0.01% | — | 67 | +11,343 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,784 | 1,326 | 0.0% | 0.0% | 68 | +1,719 | 18.96% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 11,397 | 1,318 | 0.0% | — | 69 | +11,397 | New | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,535 | 1,295 | 0.05% | 0.04% | 70 | +329 | 3.22% | Q2 2026 | Aug 13, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 9,840 | 1,209 | 0.66% | 0.71% | 71 | -1,317 | -11.8% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,699 | 1,192 | 0.08% | 0.07% | 72 | +544 | 5.94% | Q2 2026 | Jul 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,360 | 1,150 | 0.15% | 0.02% | 73 | +7,830 | 511.76% | Q2 2026 | Aug 11, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 9,006 | 1,107 | 0.22% | 0.24% | 74 | -1,465 | -13.99% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,905 | 1,095 | 0.0% | 0.0% | 75 | +1,587 | 21.69% | Q2 2026 | Jul 27, 2026 |
| Trademark Financial Management, LLC | History | Added to | 8,585 | 1,055 | 0.43% | 0.41% | 76 | +107 | 1.26% | Q2 2026 | Jul 27, 2026 |
| Traveka Wealth, LLC | History | Added to | 7,974 | 980 | 0.33% | 0.29% | 77 | +98 | 1.24% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,824 | 962 | 0.02% | 0.02% | 78 | +620 | 8.61% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,805 | 960 | 0.0% | 0.0% | 79 | +1,131 | 16.95% | Q2 2026 | Aug 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 7,400 | 909 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GK Wealth Management LLC | History | New | 6,946 | 853 | 0.45% | — | 81 | +6,946 | New | Q2 2026 | Jul 07, 2026 |
| HRT FINANCIAL LP | History | Added to | 6,704 | 824 | 0.0% | 0.0% | 82 | +3,534 | 111.48% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,148 | 756 | 0.0% | 0.01% | 83 | -3,895 | -38.78% | Q2 2026 | Aug 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 5,881 | 723 | 0.0% | 0.0% | 84 | -856 | -12.71% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 5,469 | 672 | 0.0% | — | 85 | +5,469 | New | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,461 | 671 | 0.0% | 0.0% | 86 | -150,550 | -96.5% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 4,666 | 573 | 0.01% | 0.0% | 87 | +4,453 | 2090.61% | Q2 2026 | Jul 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,603 | 566 | 0.0% | 0.0% | 88 | +517 | 12.65% | Q2 2026 | Jul 28, 2026 |
| Revisor Wealth Management LLC | History | New | 4,540 | 558 | 0.13% | — | 90 | +4,540 | New | Q2 2026 | Jul 21, 2026 |
| Roberts Wealth Advisors, LLC | History | No change | 4,544 | 558 | 0.13% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,522 | 556 | 0.0% | 0.0% | 91 | +1,216 | 36.78% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,025 | 494 | 0.0% | 0.0% | 92 | +927 | 29.92% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 3,938 | 484 | 0.01% | — | 93 | +3,938 | New | Q2 2026 | Jul 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 3,920 | 482 | 0.0% | 0.01% | 94 | -6,637 | -62.87% | Q2 2026 | Jul 27, 2026 |
| ARWA LLC | History | New | 4,343 | 478 | 0.2% | — | 95 | +4,343 | New | Q2 2026 | Jul 24, 2026 |
| Rare Wolf Capital LLC | History | No change | 3,450 | 424 | 0.27% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisor OS, LLC | History | Reduced | 3,440 | 422 | 0.03% | 0.02% | 97 | -90 | -2.55% | Q2 2026 | Aug 05, 2026 |
| REDW Wealth LLC | History | No change | 3,337 | 410 | 0.15% | 0.13% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SCS Capital Management LLC | History | No change | 3,161 | 388 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,142 | 386 | 0.01% | — | 100 | +3,142 | New | Q2 2026 | Jul 09, 2026 |
| Atria Investments, Inc | History | Added to | 3,097 | 380 | 0.0% | 0.0% | 101 | +485 | 18.57% | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,000 | 368 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argyle Capital Partners, LLC | History | No change | 2,984 | 366 | 0.23% | 0.21% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 2,975 | 365 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 2,926 | 359 | 0.02% | 0.02% | 105 | -2,796 | -48.86% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 2,672 | 328 | 0.0% | 0.0% | 106 | +595 | 28.65% | Q2 2026 | Aug 03, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 2,583 | 317 | 0.17% | 0.14% | 107 | +222 | 9.4% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 2,531 | 311 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 3,134 | 306 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,474 | 304 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,273 | 279 | 0.01% | 0.0% | 111 | +200 | 9.65% | Q2 2026 | Jul 14, 2026 |
| Integras Partners LLC | History | New | 2,024 | 248 | 0.14% | — | 112 | +2,024 | New | Q2 2026 | Jul 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 1,983 | 243 | 0.01% | — | 113 | +1,983 | New | Q2 2026 | Aug 11, 2026 |
| Contango Wealth Management LLC | History | No change | 2,290 | 223 | 0.26% | 0.26% | 114 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| Cascade Financial Partners, LLC | History | New | 1,794 | 220 | 0.02% | — | 115 | +1,794 | New | Q2 2026 | Aug 04, 2026 |
| Amplius Wealth Advisors, LLC | History | New | 1,717 | 211 | 0.02% | — | 116 | +1,717 | New | Q2 2026 | Jul 17, 2026 |
| Keystone Financial Group | History | New | 1,689 | 207 | 0.01% | — | 117 | +1,689 | New | Q2 2026 | Jul 29, 2026 |
| SageGuard Financial Group, LLC | History | New | 1,684 | 207 | 0.03% | — | 118 | +1,684 | New | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | New | 1,330 | 163 | 0.0% | — | 119 | +1,330 | New | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 1,199 | 147 | 0.03% | — | 120 | +1,199 | New | Q2 2026 | Jul 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 860 | 105 | 0.01% | 0.01% | 121 | -10 | -1.15% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 808 | 99 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | Added to | 737 | 90 | 0.02% | 0.01% | 123 | +78 | 11.84% | Q2 2026 | Jul 20, 2026 |
| Regatta Research & Money Management | History | New | 479 | 58 | 0.05% | — | 124 | +479 | New | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 468 | 57 | 0.0% | 0.0% | 125 | +141 | 43.12% | Q2 2026 | Jul 28, 2026 |
| Financially Speaking Inc | History | No change | 552 | 53 | 0.26% | 0.26% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | New | 390 | 47 | 0.0% | — | 127 | +390 | New | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 369 | 45 | 0.0% | 0.0% | 128 | +40 | 12.16% | Q2 2026 | Aug 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 342 | 42 | 0.04% | 0.02% | 129 | +163 | 91.06% | Q2 2026 | Jul 29, 2026 |
| Tidemark, LLC | History | No change | 236 | 29 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 171 | 21 | 0.01% | — | 131 | +171 | New | Q2 2026 | Aug 13, 2026 |
| NorthAvenue LLC | History | New | 128 | 15 | 0.01% | — | 133 | +128 | New | Q2 2026 | Jul 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 122 | 15 | 0.0% | 0.0% | 132 | -26 | -17.57% | Q2 2026 | Aug 27, 2026 |
| Blue Trust, Inc. | History | No change | 107 | 13 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | New | 96 | 11 | 0.0% | — | 135 | +96 | New | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 66 | 8 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 51 | 6 | 0.0% | — | 138 | +51 | New | Q2 2026 | Jul 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Connections Group, Inc. | History | No change | 61 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 34 | 4 | 0.0% | — | 140 | +34 | New | Q2 2026 | Jul 24, 2026 |
| Quantum Portfolio Management LLC | History | New | 30 | 3 | 0.0% | — | 142 | +30 | New | Q2 2026 | Aug 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 30 | 3 | 0.0% | 0.0% | 141 | +5 | 20.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 15 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,196 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.07% | — | -9,500 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,247 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,977 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,146 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,692 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |