NEOS ETF Trust - QQQI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 3,310,164 | 187,984 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,575,901 | 89,495 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,244,080 | 70,651 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 994,260 | 56,464 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Howard Capital Management, LLC | History | No change | 940,809 | 53,428 | 0.64% | 0.64% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 760,789 | 43,205 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 735,478 | 39,914 | 4.54% | 4.54% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 622,880 | 35,373 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 599,996 | 34,073 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Merit Financial Group, LLC | History | No change | 558,944 | 31,742 | 0.19% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 534,418 | 30,349 | 0.57% | 0.57% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 510,639 | 28,999 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Second Half Financial Partners, LLC | History | No change | 499,503 | 28,366 | 11.63% | 11.63% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 480,022 | 27,260 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MADDEN SECURITIES Corp | History | No change | 454,657 | 25,819 | 7.17% | 7.17% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 413,694 | 23,493 | 1.45% | 1.45% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 328,985 | 18,683 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MBL Wealth, LLC | History | No change | 292,422 | 16,606 | 1.13% | 1.13% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 288,095 | 16,360 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 281,469 | 15,984 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| URS Advisory LLC | History | No change | 251,064 | 14,257 | 7.94% | 7.94% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 242,782 | 13,787 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 236,154 | 13,411 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 229,423 | 13,028 | 4.0% | 4.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 207,608 | 11,790 | 0.2% | 0.2% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 204,151 | 11,593 | 0.22% | 0.22% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 193,307 | 10,678 | 4.29% | 4.29% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 176,990 | 10,051 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 175,214 | 9,950 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 170,523 | 9,684 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palacios Wealth Management, LLC | History | No change | 159,762 | 9,072 | 5.36% | 5.36% | 31 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 152,016 | 8,633 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PSI Advisors, LLC | History | No change | 152,021 | 8,633 | 2.01% | 2.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 146,296 | 8,308 | 5.46% | 5.46% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 145,322 | 8,252 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 140,708 | 7,990 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 138,473 | 7,863 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Estate Planners Group, LLC | History | No change | 137,290 | 7,796 | 3.53% | 3.53% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 135,013 | 7,667 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 138,848 | 7,545 | 0.94% | 0.94% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 130,088 | 7,387 | 0.67% | 0.67% | 41 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RFG Advisory, LLC | History | No change | 124,100 | 7,047 | 0.11% | 0.11% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 115,720 | 6,571 | 2.07% | 2.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owen LaRue, LLC | History | No change | 113,790 | 6,462 | 2.25% | 2.25% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 105,652 | 5,999 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RiverTree Advisors, LLC | History | No change | 104,729 | 5,947 | 3.51% | 3.51% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 103,394 | 5,871 | 1.88% | 1.88% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IEQ CAPITAL, LLC | History | No change | 97,337 | 5,527 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 97,086 | 5,393 | 0.04% | 0.05% | 49 | -12,982 | -11.79% | Q3 2026 | Oct 08, 2026 |
| Independence Wealth Advisors, LLC | History | No change | 94,227 | 5,351 | 2.68% | 2.68% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 92,792 | 5,269 | 0.89% | 0.89% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 90,957 | 5,165 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 84,800 | 4,815 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 83,802 | 4,759 | 0.18% | 0.18% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 79,797 | 4,531 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | No change | 79,393 | 4,508 | 0.6% | 0.6% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 76,126 | 4,323 | 0.82% | 0.82% | 57 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 70,645 | 4,011 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 69,989 | 3,974 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 70,474 | 3,971 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 69,931 | 3,971 | 2.22% | 2.22% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 69,770 | 3,962 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 69,054 | 3,921 | 0.62% | 0.62% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 68,975 | 3,917 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NFSG Corp | History | No change | 68,557 | 3,893 | 0.48% | 0.48% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eddie Patel Inc | History | No change | 68,489 | 3,889 | 2.32% | 2.32% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 65,417 | 3,715 | 0.55% | 0.55% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 64,165 | 3,644 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FSA Advisors, Inc. | History | No change | 63,775 | 3,621 | 1.66% | 1.66% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 62,707 | 3,561 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 60,131 | 3,415 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 60,094 | 3,412 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 58,848 | 3,341 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 57,641 | 3,273 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 57,227 | 3,254 | 0.22% | 0.22% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 56,130 | 3,187 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 54,962 | 3,121 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HighTower Advisors, LLC | History | No change | 53,074 | 3,014 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORDEN GROUP LLC | History | No change | 52,587 | 2,986 | 0.24% | 0.24% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gainplan LLC | History | Added to | 50,990 | 2,832 | 1.1% | 1.0% | 80 | +6,404 | 14.36% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 49,527 | 2,812 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 48,274 | 2,741 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 48,695 | 2,705 | 0.08% | 0.05% | 83 | +15,516 | 46.76% | Q3 2026 | Oct 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 47,858 | 2,697 | 0.13% | 0.13% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Indivisible Partners | History | No change | 46,449 | 2,637 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 46,022 | 2,613 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | No change | 45,387 | 2,577 | 1.18% | 1.18% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | No change | 45,132 | 2,563 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MORGAN STANLEY | History | No change | 45,017 | 2,556 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 48,234 | 2,536 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 48,234 | 2,536 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ellis Investment Partners, LLC | History | No change | 44,356 | 2,518 | 0.38% | 0.38% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 44,089 | 2,503 | 0.45% | 0.45% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 43,957 | 2,496 | 0.25% | 0.25% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Banco BTG Pactual S.A. | History | No change | 43,865 | 2,491 | 0.21% | 0.21% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 44,667 | 2,481 | 2.34% | 2.12% | 96 | +7,957 | 21.68% | Q3 2026 | Oct 07, 2026 |
| CAP Partners, LLC | History | No change | 43,497 | 2,470 | 1.21% | 1.21% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 42,804 | 2,430 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SteelPeak Wealth, LLC | History | No change | 42,328 | 2,403 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 41,165 | 2,337 | 0.13% | 0.13% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 40,143 | 2,279 | 0.53% | 0.53% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | No change | 39,308 | 2,232 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Grantvest Financial Group LLC | History | No change | 39,155 | 2,223 | 1.29% | 1.29% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 39,106 | 2,220 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 38,877 | 2,159 | 0.06% | 0.05% | 105 | +10,234 | 35.73% | Q3 2026 | Oct 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 36,815 | 2,090 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| &PARTNERS | History | No change | 33,465 | 1,952 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinney Capital Management, LLC | History | No change | 34,138 | 1,938 | 0.76% | 0.76% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 33,095 | 1,879 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | Added to | 33,593 | 1,866 | 0.45% | 0.42% | 110 | +3,859 | 12.98% | Q3 2026 | Oct 08, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 31,230 | 1,773 | 0.17% | 0.17% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 31,169 | 1,770 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 31,100 | 1,766 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 30,593 | 1,737 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 30,355 | 1,723 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIMA LLC | History | No change | 29,196 | 1,658 | 1.62% | 1.62% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 28,359 | 1,610 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,766 | 1,576 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 26,820 | 1,523 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 26,433 | 1,501 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 26,295 | 1,493 | 0.57% | 0.57% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | No change | 26,619 | 1,492 | 0.2% | 0.2% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 25,413 | 1,443 | 0.43% | 0.43% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aprio Wealth Management, LLC | History | No change | 24,874 | 1,412 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 24,614 | 1,397 | 0.3% | 0.3% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 24,528 | 1,392 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 24,370 | 1,383 | 0.22% | 0.22% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vann Equity Management LLC | History | Added to | 24,686 | 1,371 | 0.82% | 0.84% | 128 | +470 | 1.94% | Q3 2026 | Oct 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 23,722 | 1,347 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 23,618 | 1,341 | 0.4% | 0.4% | 130 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PDS Planning, Inc | History | No change | 23,311 | 1,323 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Latitude Advisors, LLC | History | No change | 22,846 | 1,297 | 0.52% | 0.52% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 22,798 | 1,294 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HERBST GROUP, LLC | History | No change | 21,661 | 1,230 | 0.67% | 0.67% | 134 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlTi Global, Inc. | History | No change | 21,105 | 1,198 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Planning LLC | History | Reduced | 21,424 | 1,190 | 0.32% | 0.37% | 136 | -1,208 | -5.34% | Q3 2026 | Oct 09, 2026 |
| PMG Family Office LLC | History | No change | 20,877 | 1,185 | 1.09% | 1.09% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELCO Management Co., LLC | History | No change | 20,800 | 1,181 | 0.51% | 0.51% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 20,781 | 1,180 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 20,609 | 1,170 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 20,688 | 1,162 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 20,895 | 1,160 | 0.07% | 0.07% | 142 | +1,591 | 8.24% | Q3 2026 | Oct 09, 2026 |
| Delta Investment Management, LLC | History | No change | 20,173 | 1,145 | 0.19% | 0.19% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 20,120 | 1,142 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wellington Grp LLC | History | No change | 20,085 | 1,140 | 0.3% | 0.3% | 145 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 20,023 | 1,137 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Wealth | History | No change | 20,017 | 1,136 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 19,994 | 1,135 | 0.47% | 0.47% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 19,617 | 1,114 | 0.55% | 0.55% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 19,588 | 1,112 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Prospera Financial Services Inc | History | No change | 19,565 | 1,111 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 19,501 | 1,107 | 0.25% | 0.25% | 152 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| StoneX Group Inc. | History | No change | 18,778 | 1,066 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALKEME WEALTH, LLC | History | New | 17,934 | 996 | 0.38% | — | 154 | +17,934 | New | Q3 2026 | Oct 07, 2026 |
| Alpha Financial Partners LLC | History | No change | 17,420 | 989 | 0.52% | 0.52% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 17,368 | 986 | 0.11% | 0.11% | 156 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kaizen Financial Strategies | History | Reduced | 17,022 | 945 | 0.37% | 0.45% | 157 | -7,541 | -30.7% | Q3 2026 | Oct 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 16,543 | 939 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 16,235 | 921 | 0.08% | 0.08% | 159 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 16,327 | 915 | 0.04% | 0.06% | 160 | -7,405 | -31.2% | Q3 2026 | Oct 09, 2026 |
| Waverly Advisors, LLC | History | No change | 15,903 | 903 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 15,898 | 902 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 15,833 | 899 | 0.84% | 0.84% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| October Effect Ltd | History | No change | 15,507 | 880 | 0.83% | 0.83% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FNY Investment Advisers, LLC | History | No change | 15,300 | 868 | 0.31% | 0.31% | 165 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Bogart Wealth, LLC | History | No change | 15,139 | 859 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Blueprint, LLC | History | No change | 15,100 | 857 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 15,263 | 855 | 0.12% | 0.12% | 168 | -718 | -4.49% | Q3 2026 | Oct 08, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 15,015 | 852 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 14,927 | 838 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BG Investment Services, LLC | History | No change | 14,710 | 835 | 0.6% | 0.6% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENTREWEALTH, LLC | History | No change | 15,000 | 821 | 0.3% | 0.3% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 14,211 | 807 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 14,200 | 806 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 14,206 | 806 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Group | History | No change | 13,830 | 785 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MSH Capital Advisors LLC | History | No change | 13,613 | 773 | 0.13% | 0.13% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Midwest Financial Group LLC | History | No change | 13,500 | 766 | 0.27% | 0.27% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 13,447 | 763 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Wealth Management, LLC | History | No change | 13,190 | 749 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 12,859 | 730 | 0.22% | 0.22% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 12,852 | 729 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 12,702 | 721 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,606 | 716 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,587 | 714 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 24,102 | 676 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,798 | 670 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 11,813 | 670 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BCS Wealth Management | History | No change | 11,713 | 665 | 0.12% | 0.12% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 11,562 | 656 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parallel Advisors, LLC | History | No change | 11,535 | 655 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,474 | 651 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 11,435 | 649 | 0.35% | 0.35% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,083 | 629 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 11,064 | 628 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 10,940 | 621 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 10,365 | 588 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 10,312 | 585 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,267 | 583 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 10,220 | 580 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 9,944 | 564 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 9,719 | 551 | 0.26% | 0.26% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 10,200 | 544 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | No change | 9,548 | 542 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,511 | 540 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | No change | 9,096 | 516 | 0.38% | 0.38% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 9,077 | 515 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockport Wealth LLC | History | No change | 9,064 | 514 | 0.09% | 0.09% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DOVER ADVISORS, LLC | History | No change | 9,465 | 509 | 0.21% | 0.21% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 8,840 | 501 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 8,628 | 489 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,559 | 486 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alessandra Capital Management, LLC | History | No change | 8,535 | 484 | 0.34% | 0.34% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 8,496 | 482 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,440 | 479 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 8,444 | 479 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Helium Advisors LLC | History | No change | 8,349 | 474 | 0.39% | 0.39% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 8,300 | 471 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,287 | 470 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nvest Financial, LLC | History | No change | 8,187 | 464 | 0.15% | 0.15% | 220 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triad Wealth Partners, LLC | History | No change | 8,585 | 462 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Magnus Financial Group LLC | History | No change | 7,808 | 443 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 7,361 | 418 | 0.13% | 0.13% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,255 | 412 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,027 | 399 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,936 | 393 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Palogic Value Management, L.P. | History | No change | 6,800 | 386 | 0.13% | 0.13% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traynor Capital Management, Inc. | History | No change | 6,751 | 383 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 6,654 | 377 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 6,633 | 376 | 0.14% | 0.14% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 6,614 | 375 | 0.21% | 0.21% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 6,523 | 370 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 6,444 | 365 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 6,333 | 359 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOVEM GROUP | History | No change | 6,221 | 353 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IPG Investment Advisors LLC | History | No change | 6,175 | 350 | 0.05% | 0.05% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venture Visionary Partners LLC | History | New | 6,285 | 349 | 0.01% | — | 238 | +6,285 | New | Q3 2026 | Oct 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 6,159 | 349 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arrowroot Family Office, LLC | History | No change | 6,078 | 345 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 6,066 | 344 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 6,044 | 343 | 0.14% | 0.14% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | No change | 6,000 | 340 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fulcrum Equity Management | History | No change | 5,949 | 337 | 0.25% | 0.25% | 243 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 5,806 | 329 | 0.16% | 0.16% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Falcon Wealth Planning | History | No change | 5,700 | 323 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,621 | 319 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 626 Financial, LLC | History | No change | 5,620 | 319 | 0.12% | 0.12% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LJI Wealth Management, LLC | History | No change | 5,633 | 319 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Forum Financial Management, LP | History | No change | 5,562 | 315 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,537 | 314 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Claro Advisors Inc. | History | No change | 5,509 | 312 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,366 | 304 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,251 | 298 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,238 | 297 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Balboa Wealth Partners | History | No change | 5,242 | 297 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 5,222 | 296 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 5,314 | 295 | 0.08% | — | 257 | +5,314 | New | Q3 2026 | Oct 02, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,088 | 288 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 5,087 | 288 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AE Wealth Management LLC | History | No change | 5,062 | 287 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PW Nova Financial Services LLC | History | No change | 5,050 | 286 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 5,004 | 284 | 0.06% | 0.06% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Founders Financial Alliance, LLC | History | No change | 4,999 | 283 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Luminist Capital LLC | History | No change | 4,915 | 279 | 0.31% | 0.31% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,892 | 277 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 5,384 | 275 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hibernia Wealth Partners, LLC | History | No change | 4,832 | 274 | 0.15% | 0.15% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 4,700 | 266 | 0.3% | 0.3% | 268 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,541 | 257 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bauman Advisory Group, LLC | History | No change | 4,530 | 257 | 0.14% | 0.14% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,518 | 256 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | No change | 4,511 | 256 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Advisors Network LLC | History | No change | 4,456 | 253 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Asset Management, LLC | History | No change | 4,421 | 251 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sonoma Allocations LLC | History | No change | 4,451 | 251 | 0.08% | 0.08% | 275 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,401 | 249 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 4,373 | 248 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 4,344 | 246 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 4,535 | 242 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 4,364 | 241 | 0.15% | 0.15% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,251 | 241 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,252 | 236 | 0.0% | 0.0% | 282 | +625 | 17.23% | Q3 2026 | Oct 08, 2026 |
| Horizon Investment Services, LLC | History | No change | 4,141 | 235 | 0.07% | 0.07% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 4,150 | 235 | 0.1% | 0.1% | 284 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,125 | 234 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Everest Financial Group LLC | History | No change | 4,100 | 232 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 4,030 | 228 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunpointe, LLC | History | No change | 3,964 | 225 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 3,926 | 222 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,907 | 221 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,876 | 220 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 3,884 | 220 | 0.17% | 0.17% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 3,858 | 219 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TigerOak Management, L.L.C. | History | No change | 3,854 | 218 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waycross Investment Management Co | History | No change | 3,779 | 214 | 0.16% | 0.16% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,767 | 213 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,762 | 213 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,761 | 213 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,739 | 212 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 3,750 | 212 | 0.1% | 0.1% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |