Nuveen NASDAQ 100 Dynamic Overwrite Fund - QQQX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 1,877,709 | 56,594 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Karpus Management, Inc. | History | No change | 1,393,850 | 42,010 | 1.21% | 1.21% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,220,343 | 36,781 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 742,278 | 22,372 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 740,519 | 22,319 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 738,826 | 22,268 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 735,304 | 22,162 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 647,564 | 19,517 | 0.12% | 0.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 613,256 | 18,483 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 425,446 | 12,822 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 343,339 | 10,348 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 261,637 | 7,885 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisors Asset Management, Inc. | History | No change | 261,137 | 7,870 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1607 Capital Partners, LLC | History | No change | 245,130 | 7,388 | 0.64% | 0.64% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 236,913 | 7,141 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 214,358 | 6,461 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 192,683 | 5,946 | 4.97% | 4.97% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 173,377 | 5,225 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 107,359 | 3,235 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisor OS, LLC | History | No change | 72,477 | 2,184 | 0.15% | 0.15% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 62,716 | 1,890 | 0.26% | 0.26% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PMG Family Office LLC | History | No change | 60,839 | 1,878 | 1.73% | 1.73% | 22 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 61,181 | 1,843 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 59,971 | 1,807 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 59,742 | 1,800 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 57,584 | 1,735 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 56,020 | 1,688 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| High Point Wealth Management, LLC | History | No change | 53,804 | 1,621 | 1.33% | 1.33% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IHT Wealth Management, LLC | History | No change | 52,731 | 1,589 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 46,420 | 1,399 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 46,015 | 1,386 | 0.18% | 0.18% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Shaker Financial Services, LLC | History | No change | 45,069 | 1,359 | 0.43% | 0.43% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 44,082 | 1,344 | 0.27% | 0.25% | 33 | -88 | -0.2% | Q3 2026 | Oct 09, 2026 |
| Ionic Capital Management LLC | History | No change | 43,447 | 1,309 | 0.19% | 0.19% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 34,937 | 1,053 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 34,702 | 1,045 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 31,690 | 955 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 31,679 | 954 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 28,643 | 863 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 28,395 | 855 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | No change | 28,040 | 845 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,774 | 806 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Advisory Advocates, LLC | History | No change | 25,648 | 773 | 0.66% | 0.66% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 24,738 | 745 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 23,835 | 718 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,543 | 709 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,727 | 684 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Private Advisor Group, LLC | History | No change | 22,164 | 668 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alteri Wealth LLC | History | No change | 20,790 | 626 | 0.17% | 0.17% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | No change | 19,736 | 594 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 18,921 | 570 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18,268 | 550 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 18,174 | 547 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 16,814 | 524 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Avory & Company, LLC | History | No change | 17,157 | 517 | 0.65% | 0.65% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,550 | 498 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,531 | 498 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 16,500 | 497 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 16,408 | 494 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 16,228 | 489 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 16,017 | 482 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 15,941 | 480 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 15,826 | 476 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 15,484 | 466 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,393 | 466 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,594 | 439 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 14,248 | 429 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 14,257 | 429 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aviance Capital Partners, LLC | History | No change | 14,080 | 424 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 13,615 | 413 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 13,390 | 403 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,033 | 392 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 13,146 | 387 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 13,146 | 387 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Enterprises, LLC | History | No change | 12,732 | 383 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,199 | 367 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Chancellor Financial Group WB LP | History | No change | 12,128 | 365 | 0.23% | 0.23% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,227 | 338 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 11,110 | 334 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,877 | 327 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 10,581 | 319 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,498 | 316 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 10,069 | 306 | 0.28% | 0.28% | 83 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 9,948 | 299 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Merit Financial Group, LLC | History | No change | 9,895 | 298 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 9,733 | 293 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Capital Advisors, LLC | History | No change | 8,860 | 267 | 0.14% | 0.14% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | No change | 8,632 | 266 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Register Financial Advisors LLC | History | No change | 8,615 | 259 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 8,461 | 255 | 0.14% | 0.14% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 8,453 | 254 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jacobi Capital Management LLC | History | No change | 8,244 | 248 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GWN SECURITIES INC. | History | No change | 7,887 | 237 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 7,798 | 235 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cypress Wealth Services, LLC | History | No change | 7,720 | 232 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 7,440 | 224 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 7,430 | 224 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,403 | 223 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,250 | 218 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Procyon Advisors, LLC | History | No change | 7,200 | 217 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 7,152 | 216 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 7,146 | 215 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 7,158 | 215 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,044 | 214 | 0.0% | 0.0% | 104 | +977 | 16.1% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,718 | 202 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 6,685 | 201 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,714 | 172 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 5,404 | 162 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 5,182 | 156 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | Added to | 4,872 | 148 | 0.0% | 0.0% | 110 | +2,579 | 112.47% | Q3 2026 | Oct 05, 2026 |
| Caitlin John, LLC | History | No change | 4,358 | 131 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FNY Investment Advisers, LLC | History | No change | 3,800 | 114 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,232 | 97 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,976 | 90 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,977 | 89 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Axiom Investment Management LLC | History | No change | 2,720 | 81 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,295 | 69 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 2,028 | 61 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,923 | 57 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,262 | 38 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 1,107 | 33 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,000 | 30 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 1,025 | 30 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 753 | 22 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 734 | 22 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 724 | 22 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BOKF, NA | History | No change | 658 | 19 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreFirst Bank & Trust | History | No change | 658 | 19 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 530 | 15 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 491 | 14 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 456 | 13 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 400 | 12 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Noble Wealth Management PBC | History | No change | 375 | 11 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 351 | 10 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 352 | 10 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 309 | 9 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 270 | 8 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 230 | 6 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 223 | 6 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 210 | 6 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hickory Point Bank & Trust | History | No change | 200 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 198 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 187 | 5 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Montgomery Financial Services LLC | History | No change | 191 | 5 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 136 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 121 | 3 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Markowski Investments | History | No change | 100 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |