PROSHARES TRUST - QLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Howard Capital Management, LLC | History | No change | 9,258,755 | 895,877 | 10.67% | 10.67% | 1 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,422,138 | 137,606 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,175,282 | 113,720 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Main Street Group, LTD | History | No change | 1,042,378 | 100,860 | 23.5% | 23.5% | 4 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clearstead Trust, LLC | History | No change | 772,566 | 74,753 | 9.77% | 9.77% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Financial Network, Inc. | History | No change | 599,844 | 58,040 | 1.8% | 1.8% | 6 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global View Capital Management LLC | History | No change | 503,700 | 48,738 | 10.06% | 10.06% | 7 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 383,300 | 37,088 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dedeker Financial LLC | History | No change | 357,061 | 34,549 | 19.64% | 19.64% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | No change | 295,650 | 28,607 | 0.24% | 0.24% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 257,513 | 24,916 | 13.51% | 13.51% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 232,929 | 22,279 | 2.23% | 2.26% | 12 | -6,673 | -2.79% | Q3 2026 | Oct 08, 2026 |
| Westwood Wealth Management | History | No change | 217,975 | 21,091 | 6.11% | 6.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 156,968 | 15,188 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 154,687 | 14,967 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 151,522 | 14,661 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GenWealth Group, Inc. | History | No change | 134,981 | 13,060 | 2.03% | 2.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HighTower Advisors, LLC | History | No change | 131,310 | 12,705 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 119,656 | 11,577 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Preferred, LLC | History | No change | 124,151 | 11,249 | 1.74% | 1.74% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | No change | 109,747 | 10,619 | 0.19% | 0.19% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Connective Capital Management, LLC | History | No change | 105,918 | 10,248 | 7.22% | 7.22% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 102,000 | 9,869 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 88,309 | 8,544 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 87,780 | 8,493 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 84,860 | 8,211 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 83,305 | 8,060 | 0.35% | 0.35% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 76,041 | 7,357 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 71,112 | 6,880 | 0.6% | 0.6% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 70,384 | 6,810 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 69,566 | 6,731 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 65,260 | 6,314 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 65,014 | 6,290 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 59,558 | 5,762 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 53,709 | 5,196 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 51,230 | 4,957 | 2.19% | 2.19% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GTS SECURITIES LLC | History | No change | 50,118 | 4,854 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 49,251 | 4,765 | 0.69% | 0.69% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SteelPeak Wealth, LLC | History | No change | 49,020 | 4,743 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Composition Wealth, LLC | History | No change | 48,266 | 4,670 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PMV Capital Advisers, LLC | History | No change | 45,937 | 4,444 | 6.68% | 6.68% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 45,701 | 4,422 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 45,267 | 4,380 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 45,117 | 4,365 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 45,011 | 4,355 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 41,055 | 3,972 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 38,561 | 3,731 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latitude Advisors, LLC | History | No change | 37,706 | 3,648 | 1.45% | 1.45% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sowell Financial Services LLC | History | No change | 37,692 | 3,647 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 32,161 | 3,111 | 0.61% | 0.61% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Management, LLC | History | No change | 32,122 | 3,108 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 31,746 | 3,071 | 0.4% | 0.4% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 31,564 | 3,054 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,874 | 2,987 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Castleview Partners, LLC | History | No change | 29,895 | 2,892 | 1.27% | 1.27% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 29,759 | 2,879 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 28,000 | 2,709 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 27,770 | 2,687 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 25,904 | 2,506 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 25,853 | 2,501 | 0.25% | 0.25% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Encompass More Asset Management | History | No change | 25,391 | 2,456 | 0.36% | 0.36% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 25,322 | 2,450 | 0.38% | 0.38% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 24,731 | 2,393 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Client First Investment Management LLC | History | No change | 23,771 | 2,300 | 0.97% | 0.97% | 64 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GeoWealth Management, LLC | History | No change | 22,665 | 2,193 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AlpenGlobal Capital LLC | History | No change | 22,166 | 2,144 | 1.38% | 1.38% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 21,128 | 2,044 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Permanens Capital L.P. | History | No change | 20,750 | 2,007 | 0.21% | 0.21% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 20,522 | 1,985 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 20,514 | 1,984 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WESBANCO BANK INC | History | No change | 19,200 | 1,857 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Innova Wealth Partners | History | No change | 18,102 | 1,751 | 0.72% | 0.72% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 17,711 | 1,713 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lido Advisors, LLC | History | No change | 17,686 | 1,711 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 17,800 | 1,702 | 0.13% | 0.13% | 75 | -160 | -0.89% | Q3 2026 | Oct 08, 2026 |
| Avior Wealth Management, LLC | History | No change | 16,570 | 1,603 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | No change | 16,332 | 1,580 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 14,570 | 1,409 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 14,028 | 1,357 | 0.26% | 0.26% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atlatl Advisers LLC | History | No change | 13,916 | 1,346 | 0.32% | 0.32% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XTX Topco Ltd | History | No change | 13,833 | 1,338 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 13,740 | 1,329 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 13,292 | 1,286 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 13,003 | 1,258 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 12,936 | 1,251 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 12,864 | 1,244 | 0.34% | 0.34% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 12,215 | 1,181 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,100 | 1,170 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 11,759 | 1,137 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 11,528 | 1,115 | 0.22% | 0.22% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Walleye Trading LLC | History | No change | 11,500 | 1,112 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | No change | 11,205 | 1,084 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | No change | 11,039 | 1,068 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 11,026 | 1,067 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genesis Financial Group, LLC | History | No change | 10,610 | 1,026 | 0.67% | 0.67% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 10,298 | 996 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 9,600 | 928 | 0.24% | 0.24% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 8,927 | 863 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Wealth Management, LLC | History | No change | 8,813 | 852 | 0.11% | 0.11% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 8,782 | 849 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Empower Advisory Group, LLC | History | No change | 8,696 | 841 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 8,445 | 817 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 8,360 | 808 | 0.23% | 0.23% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 8,031 | 777 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SpringVest Wealth Management LLC | History | No change | 8,019 | 775 | 0.49% | 0.49% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 9,696 | 764 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 7,894 | 763 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,894 | 763 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOWERY THOMAS, LLC | History | No change | 7,842 | 758 | 0.37% | 0.37% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CPR Investments Inc. | History | No change | 7,264 | 730 | 0.56% | 0.56% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 7,465 | 722 | 0.17% | 0.17% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richmond Brothers, Inc. | History | No change | 7,226 | 699 | 0.36% | 0.36% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 7,112 | 688 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 6,836 | 661 | 0.17% | 0.17% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 6,828 | 660 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,618 | 640 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Alpha Advisors, LLC | History | No change | 6,604 | 639 | 0.35% | 0.35% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 6,520 | 630 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CRA Financial Services, LLC | History | No change | 6,453 | 624 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Grandview Asset Management LLC | History | No change | 6,400 | 619 | 0.15% | 0.15% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Appalachian Capital Management Ltd | History | No change | 6,293 | 608 | 0.44% | 0.44% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 6,227 | 602 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AIRE ADVISORS, LLC | History | No change | 6,003 | 580 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 6,169 | 578 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| United Advisor Group, LLC | History | No change | 5,956 | 576 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 5,451 | 527 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vise Technologies, Inc. | History | No change | 5,269 | 509 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 5,200 | 503 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMERCE BANK | History | No change | 5,180 | 501 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 5,151 | 498 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| James J. Burns & Company, LLC | History | No change | 5,145 | 497 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,070 | 490 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 5,050 | 488 | 0.38% | 0.38% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 4,911 | 475 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apriem Advisors | History | No change | 4,884 | 472 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | No change | 4,837 | 468 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 4,600 | 445 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,488 | 425 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 4,288 | 414 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,263 | 412 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | No change | 4,360 | 408 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hilltop Partners LLC | History | No change | 4,193 | 405 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,170 | 403 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,147 | 401 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 4,130 | 399 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Silverleafe Capital Partners, LLC | History | No change | 4,166 | 398 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,074 | 394 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tradition Wealth Management, LLC | History | No change | 4,060 | 392 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Innovative Wealth Building LLC | History | No change | 3,903 | 377 | 0.22% | 0.22% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,862 | 373 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Assets Advisory, LLC | History | No change | 3,886 | 367 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Watch Advisors, INC | History | No change | 3,753 | 363 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | No change | 3,697 | 357 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,657 | 353 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Investment Counsel, Inc | History | No change | 3,610 | 349 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zullo Investment Group, Inc. | History | No change | 3,603 | 348 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 3,515 | 340 | 0.22% | 0.22% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 3,446 | 333 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 3,415 | 330 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Segment Wealth Management, LLC | History | No change | 3,403 | 329 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,393 | 328 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Old Mission Investment Co LLC | History | No change | 3,267 | 316 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,238 | 313 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,210 | 310 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Life Planners | History | No change | 3,096 | 299 | 0.19% | 0.19% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,999 | 290 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traynor Capital Management, Inc. | History | No change | 3,000 | 290 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 2,950 | 285 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 2,948 | 285 | 0.08% | 0.08% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,773 | 268 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Asset Management Group, Inc. | History | No change | 2,752 | 266 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 2,710 | 262 | 0.12% | 0.12% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 2,695 | 260 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthTrust Axiom LLC | History | No change | 2,600 | 251 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Palumbo Wealth Management LLC | History | No change | 2,574 | 249 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 2,597 | 248 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 2,560 | 247 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 2,531 | 244 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Krilogy Financial LLC | History | No change | 2,519 | 243 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Seek First Inc. | History | No change | 2,451 | 237 | 0.15% | 0.15% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Optivise Advisory Services LLC | History | No change | 2,436 | 235 | 0.12% | 0.12% | 181 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,424 | 234 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Second Half Financial Partners, LLC | History | No change | 2,400 | 232 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 2,400 | 232 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 2,340 | 226 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Visionary Wealth Advisors | History | No change | 2,282 | 220 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sepio Capital, LP | History | No change | 2,209 | 213 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ground Swell Capital, LLC | History | No change | 2,171 | 210 | 0.23% | 0.23% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 2,153 | 208 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC | History | No change | 2,140 | 207 | 0.21% | 0.21% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,996 | 193 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,582 | 140 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,446 | 139 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1,413 | 136 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,243 | 120 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Benson Wealth Management INC | History | No change | 1,129 | 109 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,091 | 105 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 996 | 96 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 928 | 89 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 922 | 89 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Monetary Solutions, Ltd | History | No change | 840 | 81 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 738 | 71 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 718 | 67 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 644 | 62 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 543 | 52 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 391 | 37 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bullseye Investment Management, LLC | History | No change | 336 | 32 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 325 | 31 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 328 | 31 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARCLAYS PLC | History | No change | 320 | 30 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 200 | 19 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 148 | 14 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glassman Wealth Services | History | No change | 60 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 44 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 41 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 38 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 33 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 9,600 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Davidson Capital Management Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |