GMO ETF Trust - QLTY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AIA Group Ltd | History | No change | 15,149,511 | 630,522 | 7.93% | 7.93% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 10,429,243 | 434,065 | 1.9% | 1.9% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 8,449,244 | 351,657 | 2.15% | 2.15% | 3 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HB Wealth Management, LLC | History | No change | 6,701,176 | 271,281 | 1.52% | 1.52% | 4 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 6,097,325 | 253,770 | 1.08% | 1.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trustees of Dartmouth College | History | No change | 3,847,712 | 160,141 | 47.86% | 47.86% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Advisors, LLC | History | No change | 3,431,467 | 143,074 | 13.36% | 13.36% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,886,295 | 120,179 | 0.18% | 0.18% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,546,522 | 105,986 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 2,483,054 | 103,345 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,002,727 | 83,353 | 0.99% | 0.99% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,971,647 | 82,059 | 1.22% | 1.22% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 1,807,174 | 75,350 | 11.81% | 11.81% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,771,602 | 73,734 | 1.16% | 1.16% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 1,707,844 | 71,198 | 9.38% | 9.38% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 1,703,146 | 70,884 | 0.71% | 0.71% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prodigy Asset Management LLC | History | No change | 1,234,416 | 51,376 | 15.47% | 15.47% | 17 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,033,871 | 43,029 | 0.32% | 0.32% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 969,941 | 40,368 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auxano Advisors, LLC | History | No change | 950,941 | 39,578 | 7.5% | 7.5% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | No change | 808,861 | 33,664 | 0.61% | 0.61% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 805,822 | 33,538 | 0.37% | 0.37% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 632,609 | 26,329 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New Republic Capital, LLC | History | No change | 536,075 | 22,352 | 5.15% | 5.15% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Colony Family Offices, LLC | History | No change | 512,289 | 21,346 | 4.69% | 4.69% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 484,903 | 20,341 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Verum Partners LLC | History | No change | 483,100 | 20,106 | 3.01% | 3.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allegheny Financial Group | History | No change | 480,698 | 20,006 | 2.12% | 2.12% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 462,955 | 19,268 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 447,576 | 18,628 | 6.36% | 6.36% | 30 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 431,225 | 17,947 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Capital Management Ltd | History | No change | 402,821 | 16,765 | 3.18% | 3.18% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 387,232 | 16,116 | 2.65% | 2.65% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 380,893 | 15,852 | 2.08% | 2.08% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 333,041 | 13,861 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 319,954 | 13,316 | 10.01% | 10.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leisure Capital Management | History | No change | 319,341 | 13,290 | 4.15% | 4.15% | 37 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 299,660 | 12,471 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 296,019 | 12,320 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Mark Nickell & Co. | History | No change | 294,630 | 12,262 | 9.78% | 9.78% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 280,149 | 11,664 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 225,798 | 9,239 | 0.89% | 0.89% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 221,640 | 9,173 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LGL PARTNERS, LLC | History | No change | 206,341 | 8,603 | 3.15% | 3.15% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ArchPoint Investors | History | No change | 203,500 | 8,485 | 1.79% | 1.79% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Trust Co | History | No change | 201,093 | 8,369 | 0.72% | 0.72% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 191,650 | 7,976 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Trust Co | History | No change | 189,586 | 7,890 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Madison Asset Management, LLC | History | No change | 188,161 | 7,831 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 185,162 | 7,706 | 0.26% | 0.26% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 181,730 | 7,563 | 0.26% | 0.26% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 175,918 | 7,321 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICUS CAPITAL | History | No change | 169,062 | 7,036 | 0.45% | 0.45% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apella Capital, LLC | History | Reduced | 154,776 | 6,760 | 0.09% | 0.09% | 54 | -427 | -0.28% | Q3 2026 | Oct 08, 2026 |
| Corient Private Wealth LP | History | No change | 160,247 | 6,674 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Argent Trust Co | History | No change | 152,851 | 6,361 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 148,114 | 6,164 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 142,248 | 5,920 | 1.32% | 1.32% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triangle Securities Wealth Management | History | No change | 129,775 | 5,401 | 1.07% | 1.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 129,110 | 5,373 | 1.05% | 1.05% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 126,379 | 5,162 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 118,273 | 4,922 | 0.28% | 0.28% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SouthState Bank Corp | History | No change | 100,058 | 4,164 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 100,012 | 4,162 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 99,686 | 4,148 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 98,087 | 4,082 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 93,106 | 3,875 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 91,207 | 3,795 | 1.49% | 1.49% | 68 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 87,812 | 3,654 | 0.52% | 0.52% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 81,959 | 3,411 | 0.8% | 0.8% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commerce Advisors, LLC | History | No change | 80,297 | 3,341 | 1.82% | 1.82% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 77,148 | 3,210 | 1.41% | 1.41% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | No change | 75,995 | 3,168 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQ LLC | History | No change | 75,923 | 3,159 | 0.78% | 0.78% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hollow Brook Wealth Management LLC | History | No change | 72,709 | 3,031 | 0.6% | 0.6% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 69,817 | 2,905 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clarendon Private LLC | History | No change | 66,191 | 2,754 | 1.77% | 1.77% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 62,801 | 2,688 | 0.02% | 0.02% | 78 | -408 | -0.65% | Q3 2026 | Oct 08, 2026 |
| Annex Advisory Services, LLC | History | No change | 64,292 | 2,675 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 63,954 | 2,661 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fort Point Capital Partners LLC | History | No change | 62,247 | 2,595 | 0.18% | 0.18% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 56,130 | 2,336 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archer Investment Management, LLC | History | No change | 56,094 | 2,334 | 0.8% | 0.8% | 83 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Peak Asset Management, LLC | History | No change | 53,660 | 2,233 | 0.33% | 0.33% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 51,486 | 2,143 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 50,696 | 2,110 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 50,647 | 2,107 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 46,265 | 1,925 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prospera Financial Services Inc | History | No change | 45,700 | 1,902 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | No change | 45,335 | 1,890 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 45,368 | 1,888 | 1.03% | 1.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Berkeley, Inc | History | No change | 42,895 | 1,785 | 0.56% | 0.56% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 35,402 | 1,473 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Breakwater Capital Group | History | Added to | 32,686 | 1,399 | 0.17% | 0.14% | 94 | +4,147 | 14.53% | Q3 2026 | Oct 08, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 33,225 | 1,382 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 29,154 | 1,215 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 28,320 | 1,212 | 0.13% | 0.14% | 97 | -423 | -1.47% | Q3 2026 | Oct 07, 2026 |
| Parallel Advisors, LLC | History | No change | 28,822 | 1,199 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 27,444 | 1,174 | 0.9% | 0.92% | 100 | +50 | 0.18% | Q3 2026 | Oct 07, 2026 |
| Aspen Investment Management Inc | History | No change | 28,200 | 1,174 | 0.32% | 0.32% | 99 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 27,769 | 1,155 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAM GROUP, INC. | History | No change | 20,955 | 872 | 0.43% | 0.43% | 102 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 19,771 | 846 | 0.09% | 0.07% | 103 | +5,049 | 34.3% | Q3 2026 | Oct 07, 2026 |
| Bluesphere Advisors LLC | History | No change | 19,797 | 823 | 0.25% | 0.25% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighPoint Advisor Group LLC | History | No change | 17,840 | 742 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 17,090 | 711 | 2.0% | 2.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Endowment Management, LP | History | No change | 16,000 | 666 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 16,026 | 666 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northside Capital Management, LLC | History | No change | 15,680 | 652 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,613 | 608 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13,888 | 578 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abundance Wealth Counselors | History | No change | 13,000 | 541 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chemistry Wealth Management LLC | History | No change | 12,018 | 500 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LWM Advisory Services, LLC | History | No change | 11,244 | 467 | 0.83% | 0.83% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 10,607 | 441 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Procyon Advisors, LLC | History | No change | 10,184 | 423 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 10,000 | 416 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,877 | 369 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,288 | 344 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,101 | 337 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 8,055 | 335 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innova Wealth Partners | History | No change | 8,048 | 334 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Broyhill Asset Management, LLC | History | No change | 7,900 | 328 | 0.29% | 0.29% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,791 | 324 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 7,494 | 320 | 0.06% | 0.06% | 125 | -454 | -5.71% | Q3 2026 | Oct 07, 2026 |
| UBS Group AG | History | No change | 7,478 | 311 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,778 | 282 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,499 | 270 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 6,417 | 267 | 0.26% | 0.26% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,000 | 249 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 5,179 | 215 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,131 | 213 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 5,084 | 211 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 3,890 | 161 | 0.08% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 3,310 | 137 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,050 | 126 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,784 | 115 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,552 | 106 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,850 | 76 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 1,791 | 74 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sankala Group LLC | History | No change | 1,358 | 58 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,268 | 53 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 884 | 36 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 810 | 34 | 0.0% | 0.0% | 145 | +773 | 2089.19% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | No change | 831 | 34 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 744 | 30 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 655 | 27 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 566 | 23 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 480 | 19 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 475 | 19 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 274 | 11 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD Capital Management LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 142 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Key FInancial Inc | History | No change | 103 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidemark, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2026 | Oct 08, 2026 |
| BESSEMER GROUP INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |