PIMCO ETF Trust - PYLD
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 | 25,058,752 | 664,558 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 23,403,799 | 620,668 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 23,231,202 | 616,091 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 21,366,025 | 566,626 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,551,778 | 359,393 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,401,335 | 328,883 | 1.64% | 1.64% | 6 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 11,494,387 | 304,831 | 0.3% | 0.3% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,859,536 | 261,474 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,947,837 | 210,776 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advance Capital Management, Inc. | History | No change | 7,572,736 | 200,828 | 6.49% | 6.49% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 7,451,681 | 197,618 | 0.92% | 0.92% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pure Financial Advisors, LLC | History | No change | 7,290,629 | 193,347 | 2.46% | 2.46% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 7,173,455 | 190,240 | 4.83% | 4.83% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,448,357 | 171,010 | 0.51% | 0.51% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 5,611,008 | 148,803 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 5,410,406 | 143,483 | 3.4% | 3.4% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,161,831 | 136,685 | 0.75% | 0.75% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 4,500,000 | 119,340 | 0.41% | 0.41% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 4,417,609 | 117,154 | 0.68% | 0.68% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | No change | 4,271,419 | 113,278 | 2.64% | 2.64% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,138,380 | 109,749 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,068,193 | 107,888 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 4,039,522 | 107,128 | 3.89% | 3.89% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Krilogy Financial LLC | History | No change | 4,024,365 | 106,726 | 3.16% | 3.16% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 3,639,240 | 96,512 | 1.86% | 1.86% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 3,595,528 | 95,353 | 2.73% | 2.73% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GR FINANCIAL GROUP, LLC | History | No change | 3,540,053 | 93,882 | 12.76% | 12.76% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,351,391 | 88,878 | 0.89% | 0.89% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 3,280,700 | 87,004 | 4.19% | 4.19% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Horizon Investments, LLC | History | No change | 3,289,695 | 86,321 | 0.95% | 0.95% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,176,022 | 84,233 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,168,820 | 84,037 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 2,982,984 | 79,108 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,949,049 | 78,208 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 2,907,277 | 77,100 | 4.1% | 4.1% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 2,847,673 | 75,520 | 0.83% | 0.83% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,780,125 | 73,728 | 0.88% | 0.88% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 2,550,369 | 67,635 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Falcon Wealth Planning | History | No change | 2,529,761 | 67,089 | 4.24% | 4.24% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,499,439 | 66,285 | 0.81% | 0.81% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Journey Advisory Group, LLC | History | No change | 2,392,375 | 63,445 | 4.85% | 4.85% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Family Investment Center, Inc. | History | No change | 2,392,376 | 63,445 | 10.54% | 10.54% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,321,549 | 61,056 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,097,186 | 55,617 | 0.13% | 0.13% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,895,527 | 50,269 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellenbecker Investment Group | History | No change | 1,884,416 | 49,974 | 5.81% | 5.81% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,882,771 | 49,931 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,874,759 | 49,718 | 0.66% | 0.66% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 1,847,265 | 48,989 | 9.51% | 9.51% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,813,823 | 48,102 | 7.32% | 7.32% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GeoWealth Management, LLC | History | No change | 1,809,414 | 47,985 | 1.51% | 1.51% | 51 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Investment Management, LLC | History | No change | 1,806,183 | 47,899 | 1.73% | 1.73% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kensington Asset Management, LLC | History | No change | 1,740,431 | 46,156 | 2.52% | 2.52% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,732,584 | 45,948 | 0.45% | 0.45% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,718,818 | 45,583 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunflower Bank, N.A. | History | No change | 1,702,327 | 45,145 | 10.79% | 10.79% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,700,919 | 45,108 | 0.81% | 0.81% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,697,605 | 45,020 | 0.29% | 0.29% | 58 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Waterway Wealth Management, LLC | History | No change | 1,712,385 | 43,492 | 8.88% | 8.88% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 1,616,850 | 42,878 | 5.69% | 5.69% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,607,750 | 42,685 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 1,573,225 | 41,721 | 4.22% | 4.22% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RFG HOLDINGS, INC. | History | No change | 1,572,195 | 41,694 | 8.74% | 8.74% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 1,545,743 | 40,993 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | No change | 1,516,100 | 40,206 | 0.63% | 0.63% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wall Capital Group, Inc. | History | No change | 1,437,849 | 38,131 | 31.21% | 31.21% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 1,428,056 | 36,258 | 2.67% | 3.01% | 67 | -67,903 | -4.54% | Q3 2026 | Oct 01, 2026 |
| Annex Advisory Services, LLC | History | No change | 1,344,720 | 35,661 | 0.61% | 0.61% | 68 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Crestmont Private Wealth LLC | History | No change | 1,336,497 | 35,443 | 9.94% | 9.94% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sheridan Capital Management, LLC | History | No change | 1,335,771 | 35,424 | 17.05% | 17.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aprio Wealth Management, LLC | History | No change | 1,335,187 | 35,409 | 1.75% | 1.75% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 1,331,309 | 35,306 | 5.11% | 5.11% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.B. Root & Company, LLC | History | No change | 1,320,319 | 35,014 | 7.44% | 7.44% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 1,291,743 | 34,257 | 0.65% | 0.65% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,268,316 | 33,635 | 1.91% | 1.91% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Continuum Advisory, LLC | History | No change | 1,230,054 | 32,621 | 2.64% | 2.64% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 1,224,956 | 32,485 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heirloom Wealth Management | History | No change | 1,214,464 | 32,207 | 4.67% | 4.67% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 1,201,920 | 31,874 | 6.02% | 6.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,164,979 | 30,895 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 1,162,951 | 30,841 | 5.32% | 5.32% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,162,002 | 30,816 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allen Capital Group, LLC | History | No change | 1,157,019 | 30,684 | 2.5% | 2.5% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intrua Financial, LLC | History | No change | 1,150,669 | 30,515 | 2.8% | 2.8% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Berger Financial Group, Inc | History | No change | 1,143,208 | 30,317 | 1.55% | 1.55% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Visionary Wealth Advisors | History | No change | 1,082,344 | 28,703 | 1.13% | 1.13% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet North America Advisors SA | History | No change | 1,054,118 | 27,955 | 2.46% | 2.46% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Drake & Associates, LLC | History | No change | 1,036,295 | 27,482 | 4.63% | 4.63% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mason & Associates, LLC | History | No change | 1,026,348 | 27,218 | 5.66% | 5.66% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,025,937 | 27,207 | 0.52% | 0.52% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Essex Financial Services, Inc. | History | No change | 998,121 | 26,470 | 1.32% | 1.32% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EnRich Financial Partners LLC | History | No change | 973,138 | 25,807 | 6.13% | 6.13% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanchez Wealth Management Group | History | No change | 962,189 | 25,517 | 4.47% | 4.47% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gemmer Asset Management LLC | History | No change | 957,658 | 25,397 | 1.71% | 1.71% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Capital Management Investments LLC | History | No change | 952,568 | 25,262 | 5.83% | 5.83% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANCE WEALTH, LLC | History | No change | 944,426 | 25,046 | 5.64% | 5.64% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 938,524 | 24,889 | 3.56% | 3.56% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Welch Group, LLC | History | No change | 913,614 | 24,229 | 0.83% | 0.83% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 909,398 | 24,117 | 0.63% | 0.63% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Members Advisory Group LLC | History | No change | 909,360 | 24,116 | 6.73% | 6.73% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 908,395 | 24,090 | 2.74% | 2.74% | 101 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| First Heartland Consultants, Inc. | History | No change | 889,771 | 23,596 | 1.53% | 1.53% | 102 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 883,704 | 23,435 | 3.56% | 3.56% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 880,493 | 23,350 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 875,246 | 23,211 | 6.22% | 6.22% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 865,182 | 22,944 | 0.4% | 0.4% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 864,767 | 22,933 | 1.38% | 1.38% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 861,435 | 22,845 | 0.11% | 0.11% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trajan Wealth LLC | History | No change | 848,600 | 22,504 | 0.85% | 0.85% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 837,408 | 22,208 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 836,433 | 22,182 | 2.7% | 2.7% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 831,789 | 22,059 | 3.56% | 3.56% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BIP Wealth, LLC | History | No change | 824,278 | 21,859 | 0.62% | 0.62% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LexAurum Advisors, LLC | History | No change | 813,864 | 21,583 | 2.49% | 2.49% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 770,116 | 20,423 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 758,272 | 20,109 | 2.11% | 2.11% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAHRING | CUSMANO LLC | History | No change | 755,064 | 20,024 | 10.56% | 10.56% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alliance Private Wealth, LLC | History | No change | 745,869 | 19,780 | 6.87% | 6.87% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CreativeOne Wealth, LLC | History | No change | 744,439 | 19,742 | 0.43% | 0.43% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 740,647 | 19,641 | 4.51% | 4.51% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Scott Capital Advisors, LLC | History | No change | 740,151 | 19,628 | 3.07% | 3.07% | 121 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Family Manage LLC | History | No change | 739,391 | 19,608 | 2.01% | 2.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 737,516 | 19,558 | 0.17% | 0.17% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| True North Advisors, LLC | History | No change | 720,470 | 19,106 | 1.83% | 1.83% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Symphony Financial Services, Inc. | History | No change | 717,840 | 19,037 | 8.55% | 8.55% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 713,179 | 18,913 | 0.97% | 0.97% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wagner Wealth Management, LLC | History | No change | 711,351 | 18,865 | 3.49% | 3.49% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 710,027 | 18,829 | 10.35% | 10.35% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 706,989 | 18,749 | 0.41% | 0.41% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stokes Capital Advisors, LLC | History | No change | 696,655 | 18,475 | 3.96% | 3.96% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Wealth Management, LLC | History | No change | 695,219 | 18,437 | 11.42% | 11.42% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 691,288 | 18,332 | 8.54% | 8.54% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beta Wealth Group, Inc. | History | No change | 691,099 | 18,327 | 6.87% | 6.87% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 689,682 | 18,290 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'Connor Financial Group LLC | History | No change | 680,796 | 18,054 | 6.39% | 6.39% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kozak & Associates, Inc. | History | No change | 681,232 | 17,943 | 3.11% | 3.11% | 136 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 667,152 | 17,692 | 5.24% | 5.24% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Base Wealth Management LLC | History | No change | 657,199 | 17,428 | 8.11% | 8.11% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 644,671 | 17,096 | 4.65% | 4.65% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 639,399 | 16,956 | 6.46% | 6.46% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Capital Management, Inc. | History | No change | 619,725 | 16,435 | 0.99% | 0.99% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 611,946 | 16,228 | 0.35% | 0.35% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 607,691 | 16,115 | 1.64% | 1.64% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northside Capital Management, LLC | History | No change | 599,905 | 15,909 | 1.3% | 1.3% | 144 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 590,775 | 15,667 | 2.36% | 2.36% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 578,797 | 15,349 | 2.59% | 2.59% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 575,329 | 15,257 | 0.17% | 0.17% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 562,645 | 14,921 | 0.36% | 0.36% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 558,957 | 14,823 | 0.89% | 0.89% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 556,814 | 14,766 | 0.5% | 0.5% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cerity Partners LLC | History | No change | 555,131 | 14,721 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLG LLC | History | No change | 554,611 | 14,708 | 3.23% | 3.23% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 552,734 | 14,658 | 3.1% | 3.1% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | No change | 544,755 | 14,446 | 0.14% | 0.14% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 543,086 | 14,402 | 0.14% | 0.14% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ABLE Financial Group, LLC | History | No change | 537,848 | 14,263 | 2.39% | 2.39% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VICUS CAPITAL | History | No change | 518,936 | 13,762 | 0.89% | 0.89% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mueller Wealth, LLC | History | No change | 505,932 | 13,417 | 9.13% | 9.13% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ERn Financial, LLC | History | No change | 500,101 | 13,262 | 2.19% | 2.19% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avondale Wealth Management | History | No change | 496,901 | 13,177 | 5.37% | 5.37% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 491,098 | 13,023 | 0.72% | 0.72% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 489,951 | 12,993 | 1.7% | 1.7% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | No change | 489,698 | 12,986 | 0.87% | 0.87% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 489,335 | 12,977 | 1.42% | 1.42% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 488,746 | 12,961 | 3.98% | 3.98% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 487,321 | 12,923 | 2.6% | 2.6% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 477,497 | 12,663 | 4.58% | 4.58% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 477,515 | 12,663 | 0.1% | 0.1% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vigilare Wealth Management | History | No change | 476,258 | 12,630 | 3.87% | 3.87% | 169 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 463,895 | 12,302 | 4.6% | 4.6% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hopwood Nicholas Hunter | History | No change | 461,330 | 12,234 | 3.36% | 3.36% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 451,206 | 11,965 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Breakwater Capital Group | History | No change | 449,562 | 11,922 | 1.43% | 1.43% | 173 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 445,882 | 11,824 | 1.35% | 1.35% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 444,116 | 11,777 | 1.5% | 1.5% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 433,159 | 11,487 | 6.17% | 6.17% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tidal Investments LLC | History | No change | 431,764 | 11,450 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| White Pine Investment CO | History | No change | 421,294 | 11,173 | 2.38% | 2.38% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Selby Wealth Management, LLC | History | No change | 420,915 | 11,162 | 3.96% | 3.96% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 412,929 | 10,950 | 2.89% | 2.89% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LHM, INC. | History | No change | 412,593 | 10,941 | 3.73% | 3.73% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 408,065 | 10,821 | 1.93% | 1.93% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 401,260 | 10,641 | 3.21% | 3.21% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiduciary Alliance LLC | History | No change | 401,140 | 10,638 | 0.72% | 0.72% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 398,349 | 10,564 | 3.1% | 3.1% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wayfinding Financial, LLC | History | No change | 396,619 | 10,518 | 3.98% | 3.98% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 389,377 | 10,326 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 392,208 | 10,307 | 1.35% | 1.35% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 380,100 | 10,080 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 374,816 | 9,940 | 3.04% | 3.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 371,308 | 9,847 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 369,804 | 9,807 | 4.54% | 4.54% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 364,987 | 9,679 | 0.12% | 0.12% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alexis Investment Partners, LLC | History | No change | 362,977 | 9,651 | 5.64% | 5.64% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisory Group LLC | History | No change | 363,816 | 9,648 | 0.52% | 0.52% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 363,294 | 9,634 | 0.15% | 0.15% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 362,426 | 9,611 | 0.46% | 0.46% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 356,720 | 9,460 | 2.31% | 2.31% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PAX Financial Group, LLC | History | No change | 353,346 | 9,370 | 1.39% | 1.39% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 347,052 | 9,203 | 0.69% | 0.69% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Econ Financial Services Corp | History | No change | 344,963 | 9,148 | 4.27% | 4.27% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Founders Financial Alliance, LLC | History | No change | 344,308 | 9,131 | 1.21% | 1.21% | 202 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Analysts, LLC | History | No change | 343,523 | 9,110 | 0.21% | 0.21% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 341,376 | 9,053 | 1.19% | 1.19% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 339,660 | 9,007 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PFG Advisors | History | No change | 337,213 | 8,942 | 0.45% | 0.45% | 206 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 336,206 | 8,916 | 0.08% | 0.08% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 336,197 | 8,915 | 3.88% | 3.88% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 334,517 | 8,894 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 327,937 | 8,696 | 0.12% | 0.12% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Diamond Partners, LLC | History | No change | 321,748 | 8,532 | 1.47% | 1.47% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 318,727 | 8,452 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Refined Wealth Management | History | No change | 317,941 | 8,431 | 5.09% | 5.09% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brick & Kyle, Associates | History | No change | 321,772 | 8,430 | 2.78% | 2.78% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 311,937 | 8,279 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 311,660 | 8,265 | 0.98% | 0.98% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Delta Investment Management, LLC | History | No change | 307,572 | 8,156 | 1.34% | 1.34% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 303,561 | 8,050 | 3.29% | 3.29% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 300,508 | 7,969 | 0.77% | 0.77% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 299,343 | 7,938 | 0.34% | 0.34% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LVW Advisors, LLC | History | No change | 299,338 | 7,938 | 0.69% | 0.69% | 221 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ODonnell Financial Services, LLC | History | No change | 295,750 | 7,843 | 2.31% | 2.31% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 294,792 | 7,817 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Landmark Wealth Management, LLC | History | No change | 290,580 | 7,706 | 1.84% | 1.84% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 286,937 | 7,609 | 3.07% | 3.07% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 286,156 | 7,588 | 0.47% | 0.47% | 226 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 283,760 | 7,525 | 0.13% | 0.13% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dakota Wealth Management | History | No change | 282,691 | 7,496 | 0.14% | 0.14% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 282,413 | 7,489 | 4.13% | 4.13% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wagner Wealth Management, Corp | History | No change | 279,015 | 7,399 | 5.98% | 5.98% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hedeker Wealth, LLC | History | No change | 277,901 | 7,369 | 1.41% | 1.41% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Security Financial Services, INC. | History | No change | 273,533 | 7,254 | 1.01% | 1.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 273,513 | 7,253 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weaver Consulting Group | History | No change | 272,547 | 7,227 | 1.48% | 1.48% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VestGen Advisors, LLC | History | No change | 272,129 | 7,216 | 0.21% | 0.21% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | No change | 272,041 | 7,214 | 3.13% | 3.13% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 271,562 | 7,201 | 1.89% | 1.89% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Mark Nickell & Co. | History | No change | 271,036 | 7,187 | 5.73% | 5.73% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LifeGoal Investments, LLC | History | No change | 267,867 | 7,103 | 3.25% | 3.25% | 239 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 266,935 | 7,079 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 264,586 | 7,016 | 1.39% | 1.39% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHARPEPOINT LLC | History | No change | 264,513 | 7,014 | 3.51% | 3.51% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Advisory Group, Inc. | History | No change | 264,308 | 7,009 | 3.06% | 3.06% | 243 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 263,002 | 6,974 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 261,211 | 6,927 | 0.68% | 0.68% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gotham Asset Management, LLC | History | No change | 260,520 | 6,908 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WNY Asset Management, LLC | History | No change | 254,684 | 6,754 | 0.6% | 0.6% | 247 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 250,100 | 6,632 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BCGM Wealth Management, LLC | History | No change | 249,054 | 6,604 | 1.4% | 1.4% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 247,423 | 6,561 | 0.13% | 0.13% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Williams & Novak, LLC | History | No change | 241,985 | 6,417 | 4.24% | 4.24% | 251 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Oak Wealth Advisors LLC | History | No change | 240,569 | 6,379 | 3.06% | 3.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 240,348 | 6,374 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 231,757 | 6,165 | 3.12% | 3.12% | 254 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Centerpoint Advisory Group | History | No change | 231,003 | 6,126 | 3.88% | 3.88% | 255 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KINTRA WEALTH, LLC | History | No change | 232,941 | 6,117 | 0.32% | 0.32% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 230,160 | 6,103 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 224,624 | 5,957 | 0.11% | 0.11% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PMG Wealth Management, Inc. | History | No change | 221,881 | 5,853 | 3.62% | 3.62% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Overbrook Management Corp | History | No change | 219,545 | 5,822 | 0.88% | 0.88% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brookwood Investment Group LLC | History | No change | 217,793 | 5,775 | 0.65% | 0.65% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 217,107 | 5,757 | 0.66% | 0.66% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Foundry Financial LLC | History | No change | 216,643 | 5,745 | 1.93% | 1.93% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AJ Advisors, LLC | History | No change | 216,205 | 5,733 | 1.78% | 1.78% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 216,017 | 5,728 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 215,428 | 5,713 | 2.48% | 2.48% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | No change | 215,346 | 5,710 | 0.25% | 0.25% | 267 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 214,006 | 5,675 | 1.48% | 1.48% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 211,097 | 5,598 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USAdvisors Wealth Management, LLC | History | No change | 210,862 | 5,592 | 1.6% | 1.6% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jeter Robert S II | History | No change | 210,374 | 5,532 | 5.3% | 5.3% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 208,153 | 5,520 | 0.21% | 0.21% | 272 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Western Wealth Management, LLC | History | No change | 205,245 | 5,443 | 0.18% | 0.18% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Investment Management LLC | History | No change | 203,817 | 5,405 | 4.9% | 4.9% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SlateStone Wealth, LLC | History | No change | 202,700 | 5,376 | 0.41% | 0.41% | 275 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 202,407 | 5,367 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 199,833 | 5,299 | 1.29% | 1.29% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IAG Wealth Partners, LLC | History | No change | 198,523 | 5,264 | 0.52% | 0.52% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 198,141 | 5,254 | 0.69% | 0.69% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Palouse Capital Management, Inc. | History | No change | 197,177 | 5,229 | 3.26% | 3.26% | 280 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 196,585 | 5,213 | 0.24% | 0.24% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 192,820 | 5,113 | 0.09% | 0.09% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Apollon Financial, LLC | History | No change | 192,669 | 5,109 | 0.6% | 0.6% | 283 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 191,881 | 5,088 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RiverTree Advisors, LLC | History | No change | 191,819 | 5,087 | 3.0% | 3.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 191,761 | 5,085 | 1.46% | 1.46% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 190,708 | 5,057 | 1.02% | 1.02% | 287 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 192,418 | 5,031 | 0.71% | 0.71% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 186,106 | 4,935 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 183,119 | 4,856 | 0.63% | 0.63% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 182,431 | 4,838 | 0.53% | 0.53% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 181,157 | 4,804 | 0.2% | 0.2% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OmniStar Financial Group, Inc. | History | No change | 180,282 | 4,781 | 2.2% | 2.2% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 176,669 | 4,685 | 0.52% | 0.52% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 177,129 | 4,624 | 1.39% | 1.39% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 174,004 | 4,614 | 0.21% | 0.21% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parallel Advisors, LLC | History | No change | 173,854 | 4,610 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 173,521 | 4,601 | 1.11% | 1.11% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 167,989 | 4,455 | 1.68% | 1.68% | 299 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NavPoint Financial, Inc. | History | No change | 167,626 | 4,445 | 1.65% | 1.65% | 300 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |