ETF Series Solutions - QTUM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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 1,383,031 228,725 0.05% 0.05% 1 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 809,409 133,860 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 349,033 57,723 0.01% 0.01% 3 0 0.0% Q2 2026 Sep 02, 2026
RAYMOND JAMES FINANCIAL INC History No change 333,144 55,095 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 313,937 51,919 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
Parkway Wealth Management Group, LLC History No change 303,631 50,214 5.8% 5.8% 6 0 0.0% Q2 2026 Jul 27, 2026
OSAIC HOLDINGS, INC. History No change 279,851 46,291 0.05% 0.05% 7 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 257,073 42,514 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 237,754 39,319 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 227,603 37,640 0.06% 0.06% 10 0 0.0% Q2 2026 Jul 30, 2026
Nantahala Capital Management, LLC History No change 223,000 36,879 1.23% 1.23% 11 0 0.0% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History No change 181,000 29,933 0.06% 0.06% 12 0 0.0% Q2 2026 Jul 31, 2026
Cetera Investment Advisers History No change 178,909 29,587 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 173,906 28,760 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 150,348 24,864 0.01% 0.01% 15 0 0.0% Q2 2026 Sep 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 144,682 23,928 0.06% 0.06% 16 0 0.0% Q2 2026 Jul 27, 2026
B & T Capital Management DBA Alpha Capital Management History No change 141,848 23,458 3.05% 3.05% 17 0 0.0% Q2 2026 Aug 07, 2026
STIFEL FINANCIAL CORP History No change 139,254 23,036 0.02% 0.02% 18 0 0.0% Q2 2026 Aug 12, 2026
Madrona Financial Services, LLC History No change 138,178 22,851 4.21% 4.21% 19 0 0.0% Q2 2026 Jul 17, 2026
Gradient Investments LLC History Reduced 129,802 19,680 0.28% 0.38% 20 -35,339 -21.4% Q3 2026 Oct 08, 2026
MML INVESTORS SERVICES, LLC History No change 116,972 19,344 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 07, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 113,113 18,706 1.45% 1.45% 22 0 0.0% Q2 2026 Jul 16, 2026
BFI Infinity Ltd. History No change 108,943 18,016 5.35% 5.35% 23 0 0.0% Q2 2026 Jul 10, 2026
Steward Partners Investment Advisory, LLC History No change 106,677 17,642 0.09% 0.09% 24 0 0.0% Q2 2026 Aug 13, 2026
RPg Family Wealth Advisory, LLC History No change 102,398 16,934 3.51% 3.51% 25 0 0.0% Q2 2026 Aug 04, 2026
Kraft, Davis & Associates, LLC History No change 106,301 16,141 3.37% 3.37% 26 0 0.0% Q2 2026 Jul 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 96,189 15,907 0.25% 0.25% 27 0 0.0% Q2 2026 Aug 10, 2026
HighTower Advisors, LLC History No change 92,339 15,270 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 89,445 14,792 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 87,958 14,546 0.09% 0.09% 30 0 0.0% Q2 2026 Aug 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 87,289 14,435 0.02% 0.02% 31 0 0.0% Q2 2026 Jul 29, 2026
GOLDMAN SACHS GROUP INC History No change 83,858 13,868 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
Ethos Financial Group, LLC History No change 101,986 13,486 0.9% 0.9% 33 0 0.0% Q2 2026 Aug 07, 2026
Mirae Asset Global Investments Co., Ltd. History No change 70,000 11,576 0.02% 0.02% 34 0 0.0% Q2 2026 Jul 22, 2026
Foguth Wealth Management, LLC. History No change 81,662 11,528 1.31% 1.31% 35 0 0.0% Q2 2026 Jul 21, 2026
BANK OF MONTREAL /CAN/ History No change 67,596 11,179 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 65,392 10,814 0.41% 0.41% 37 0 0.0% Q2 2026 Jul 22, 2026
New England Private Wealth Advisors LLC History No change 71,548 9,985 0.96% 0.96% 38 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 56,761 9,387 0.1% 0.1% 39 0 0.0% Q2 2026 Aug 12, 2026
Millington Financial Advisors, LLC History No change 64,965 9,204 3.62% 3.62% 40 0 0.0% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History No change 55,390 9,160 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 05, 2026
Nvest Financial, LLC History No change 54,429 9,001 2.85% 2.85% 42 0 0.0% Q2 2026 Jul 30, 2026
FISCHER INVESTMENT STRATEGIES, LLC History No change 52,023 8,603 4.11% 4.11% 43 0 0.0% Q2 2026 Jul 24, 2026
Paller Financial Services Inc History Added to 55,573 8,425 6.47% 6.75% 44 +1,012 1.85% Q3 2026 Oct 09, 2026
Neuberger Berman Group LLC History No change 47,299 7,822 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 13, 2026
VVR Holdings LLC History No change 47,182 7,802 3.37% 3.37% 46 0 0.0% Q2 2026 Jul 15, 2026
NTV ASSET MANAGEMENT LLC History No change 47,024 7,776 0.76% 0.76% 47 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 42,766 7,072 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 42,408 7,013 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
Buska Wealth Management, LLC History Added to 43,893 6,655 2.29% 2.2% 50 +7,030 19.07% Q3 2026 Oct 07, 2026
Waverly Advisors, LLC History No change 39,578 6,545 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History No change 37,221 6,155 0.55% 0.55% 52 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 36,862 6,096 1.47% 1.47% 53 0 0.0% Q2 2026 Aug 10, 2026
Kingsview Wealth Management, LLC History No change 35,216 5,824 0.07% 0.07% 54 0 0.0% Q2 2026 Aug 18, 2026
Baird Financial Group, Inc. History No change 35,192 5,820 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 12, 2026
Procyon Advisors, LLC History No change 34,449 5,697 0.25% 0.25% 56 0 0.0% Q2 2026 Jul 09, 2026
Estate Planners Group, LLC History No change 34,449 5,697 2.58% 2.58% 57 0 0.0% Q2 2026 Aug 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 33,910 5,608 1.83% 1.83% 58 0 0.0% Q2 2026 Aug 03, 2026
NOVEM GROUP History No change 33,808 5,591 0.57% 0.57% 59 0 0.0% Q2 2026 Jul 21, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 36,096 5,472 0.1% 0.11% 60 +26 0.07% Q3 2026 Oct 13, 2026
MORGAN STANLEY History No change 32,575 5,387 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 32,408 5,359 0.18% 0.18% 62 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Management, LLC History No change 31,894 5,275 2.06% 2.06% 63 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History No change 31,878 5,271 0.1% 0.1% 64 0 0.0% Q2 2026 Jul 09, 2026
Kestra Advisory Services, LLC History No change 31,465 5,203 0.02% 0.02% 65 0 0.0% Q2 2026 Jul 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 31,009 5,128 0.19% 0.19% 66 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 30,549 5,052 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Advisors, LLC History No change 29,311 4,847 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 29,122 4,792 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 14, 2026
FOCUS Wealth Advisors, LLC History No change 28,970 4,791 2.22% 2.22% 70 0 0.0% Q2 2026 Jul 07, 2026
Fortis Group Advisors, LLC History No change 28,365 4,690 0.75% 0.75% 71 0 0.0% Q2 2026 Jul 24, 2026
Creative Planning History No change 26,690 4,414 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
Nova Wealth Management, Inc. History No change 26,027 4,304 2.38% 2.38% 73 0 0.0% Q2 2026 Jul 13, 2026
Sonoma Allocations LLC History No change 26,091 4,246 1.32% 1.32% 74 0 0.0% Q2 2026 Jul 08, 2026
TRUIST FINANCIAL CORP History No change 22,763 3,764 0.0% 0.0% 75 0 0.0% Q2 2026 Jul 28, 2026
Financial Freedom, LLC History No change 22,745 3,761 1.73% 1.73% 76 0 0.0% Q2 2026 Aug 05, 2026
Paragon Private Wealth Management, LLC History No change 22,661 3,747 0.98% 0.98% 77 0 0.0% Q2 2026 Jul 28, 2026
D. E. Shaw & Co., Inc. History No change 22,375 3,700 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Added to 23,457 3,556 0.03% 0.02% 79 +4,790 25.66% Q3 2026 Oct 08, 2026
Bravera Wealth History No change 20,918 3,459 1.33% 1.33% 80 0 0.0% Q2 2026 Jul 23, 2026
Mattson Financial Services, LLC History No change 24,022 3,432 0.72% 0.72% 81 0 0.0% Q2 2026 Aug 04, 2026
Integrated Wealth Concepts LLC History No change 20,453 3,382 0.02% 0.02% 82 0 0.0% Q2 2026 Sep 08, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History No change 20,220 3,343 1.88% 1.88% 83 0 0.0% Q2 2026 Jul 23, 2026
AlTi Global, Inc. History No change 20,000 3,307 0.07% 0.07% 84 0 0.0% Q2 2026 Aug 05, 2026
CATHY PARETO & ASSOCIATES, INC History No change 19,983 3,304 1.94% 1.94% 85 0 0.0% Q2 2026 Jul 15, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 19,943 3,289 0.4% 0.4% 86 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 19,649 3,249 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 12, 2026
Signet Private Wealth LLC History No change 19,160 3,168 2.53% 2.53% 88 0 0.0% Q2 2026 Aug 06, 2026
HighPoint Advisor Group LLC History No change 18,643 3,083 0.11% 0.11% 89 0 0.0% Q2 2026 Aug 05, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 18,644 3,083 2.3% 2.3% 90 0 0.0% Q2 2026 Jul 24, 2026
Mariner, LLC History No change 18,561 3,069 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 18,225 3,014 0.12% 0.12% 92 0 0.0% Q2 2026 Aug 14, 2026
Great Diamond Partners, LLC History Added to 19,573 2,967 0.5% 0.54% 93 +671 3.55% Q3 2026 Oct 13, 2026
SHP Wealth Management History No change 17,619 2,913 0.2% 0.2% 94 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 17,555 2,903 0.02% 0.02% 95 0 0.0% Q2 2026 Jul 27, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 17,375 2,873 0.04% 0.04% 96 0 0.0% Q2 2026 Aug 11, 2026
NWF Advisory Services Inc. History No change 17,347 2,868 0.27% 0.27% 97 0 0.0% Q2 2026 Jul 29, 2026
National Wealth Management Group, LLC History No change 17,297 2,860 0.88% 0.88% 98 0 0.0% Q2 2026 Jul 14, 2026
Prospera Financial Services Inc History No change 17,106 2,829 0.04% 0.04% 99 0 0.0% Q2 2026 Jul 15, 2026
PARK AVENUE SECURITIES LLC History No change 16,976 2,807 0.02% 0.02% 100 0 0.0% Q2 2026 Jul 20, 2026
Csenge Advisory Group History No change 16,890 2,793 0.11% 0.11% 101 0 0.0% Q2 2026 Aug 10, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 16,845 2,785 0.66% 0.66% 102 0 0.0% Q2 2026 Jul 15, 2026
OLD MISSION CAPITAL LLC History No change 16,435 2,718 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 14, 2026
TOP Private Wealth LLC. History No change 16,345 2,703 2.59% 2.59% 104 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 16,194 2,678 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Everest Financial Group LLC History No change 16,078 2,658 0.36% 0.36% 106 0 0.0% Q2 2026 Aug 10, 2026
Q3 Asset Management History No change 15,552 2,571 0.47% 0.47% 107 0 0.0% Q2 2026 Aug 14, 2026
Tradition Wealth Management, LLC History No change 15,229 2,518 0.15% 0.15% 108 0 0.0% Q2 2026 Aug 11, 2026
StoneX Group Inc. History No change 15,115 2,499 0.1% 0.1% 109 0 0.0% Q2 2026 Aug 12, 2026
Yarbrough Capital, LLC History No change 15,069 2,492 0.07% 0.07% 110 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 15,013 2,482 0.09% 0.09% 111 0 0.0% Q2 2026 Aug 13, 2026
Integras Partners LLC History No change 14,815 2,450 1.35% 1.35% 112 0 0.0% Q2 2026 Jul 24, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 14,276 2,360 1.8% 1.8% 113 0 0.0% Q2 2026 Jul 27, 2026
Arete Wealth Advisors, LLC History No change 13,486 2,230 0.15% 0.15% 114 0 0.0% Q2 2026 Aug 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 13,339 2,206 0.11% 0.11% 115 0 0.0% Q2 2026 Jul 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 14,357 2,166 0.0% 0.0% 116 +342 2.44% Q3 2026 Oct 13, 2026
Geneos Wealth Management Inc. History No change 13,083 2,163 0.04% 0.04% 117 0 0.0% Q2 2026 Aug 06, 2026
Insight Advisors, LLC/ PA History No change 12,544 2,074 0.37% 0.37% 118 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 19,109 2,073 0.03% 0.03% 119 0 0.0% Q2 2026 Aug 13, 2026
Bramshill Investments, LLC History No change 12,500 2,067 0.16% 0.16% 120 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 12,606 2,060 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 10, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 12,454 2,059 0.61% 0.61% 122 0 0.0% Q2 2026 Jul 14, 2026
Cerity Partners LLC History No change 12,333 2,039 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History No change 13,202 2,039 0.19% 0.19% 124 0 0.0% Q2 2026 Jul 14, 2026
GWN SECURITIES INC. History No change 12,178 2,014 0.34% 0.34% 125 0 0.0% Q2 2026 Aug 05, 2026
Stonebridge Financial Planning Group, LLC History No change 12,154 2,010 0.64% 0.64% 126 0 0.0% Q2 2026 Jul 31, 2026
Private Advisor Group, LLC History No change 11,861 1,961 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 27, 2026
INTEGRITY ALLIANCE, LLC. History No change 11,828 1,956 0.06% 0.06% 128 0 0.0% Q2 2026 Jul 31, 2026
Brookstone Capital Management History No change 11,679 1,931 0.02% 0.02% 129 0 0.0% Q2 2026 Jul 15, 2026
CreativeOne Wealth, LLC History No change 11,306 1,869 0.04% 0.04% 130 0 0.0% Q2 2026 Aug 13, 2026
Ellis Investment Partners, LLC History No change 11,187 1,850 0.28% 0.28% 131 0 0.0% Q2 2026 Aug 05, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 10,959 1,812 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 23, 2026
GROUP ONE TRADING LLC History No change 10,717 1,772 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
VestGen Advisors, LLC History No change 10,705 1,770 0.05% 0.05% 134 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 10,687 1,767 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 10,570 1,748 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 10,538 1,742 0.03% 0.03% 137 0 0.0% Q2 2026 Aug 10, 2026
GeoWealth Management, LLC History No change 10,509 1,738 0.05% 0.05% 138 0 0.0% Q2 2026 Jul 30, 2026
MONEY CONCEPTS CAPITAL CORP History No change 10,328 1,708 0.08% 0.08% 139 0 0.0% Q2 2026 Aug 04, 2026
J.W. COLE ADVISORS, INC. History No change 10,298 1,703 0.03% 0.03% 140 0 0.0% Q2 2026 Jul 21, 2026
American Alpha Advisors, LLC History No change 10,000 1,653 0.89% 0.89% 141 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 9,943 1,644 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 14, 2026
GERBER, LLC History No change 9,837 1,626 0.76% 0.76% 143 0 0.0% Q2 2026 Jul 29, 2026
James J. Burns & Company, LLC History No change 9,812 1,622 0.18% 0.18% 144 0 0.0% Q2 2026 Aug 06, 2026
Compound Planning, Inc. History No change 9,768 1,615 0.04% 0.04% 145 0 0.0% Q2 2026 Aug 04, 2026
Vision Retirement, LLC History No change 9,747 1,612 0.39% 0.39% 146 0 0.0% Q2 2026 Jul 21, 2026
O'Connor Alternative Investments LLC History No change 9,600 1,587 0.12% 0.12% 147 0 0.0% Q2 2026 Aug 14, 2026
Rooted Wealth Advisors, Inc. History No change 9,576 1,583 0.39% 0.39% 148 0 0.0% Q2 2026 Jul 28, 2026
MEITAV INVESTMENT HOUSE LTD History No change 9,511 1,572 0.01% 0.01% 149 0 0.0% Q2 2026 Jul 20, 2026
Pathway Financial Advisers, LLC History No change 9,398 1,554 0.39% 0.39% 150 0 0.0% Q2 2026 Jul 30, 2026
Copia Wealth Management History No change 9,330 1,542 0.93% 0.93% 151 0 0.0% Q2 2026 Aug 17, 2026
McGuire Investment Group, LLC History No change 9,270 1,533 0.13% 0.13% 152 0 0.0% Q2 2026 Jul 27, 2026
WJ Wealth Management, LLC History No change 9,232 1,526 0.6% 0.6% 153 0 0.0% Q2 2026 Aug 03, 2026
Apollon Wealth Management, LLC History No change 9,213 1,523 0.02% 0.02% 154 0 0.0% Q2 2026 Jul 22, 2026
GTS SECURITIES LLC History No change 9,192 1,520 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 14, 2026
CALTON & ASSOCIATES, INC. History No change 9,141 1,511 0.22% 0.22% 156 0 0.0% Q2 2026 Aug 10, 2026
AE Wealth Management LLC History No change 9,004 1,489 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 03, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 8,951 1,480 1.03% 1.03% 158 0 0.0% Q2 2026 Jul 21, 2026
WELLS FARGO & COMPANY/MN History No change 8,901 1,471 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
Spire Wealth Management History No change 8,815 1,457 0.04% 0.04% 160 0 0.0% Q2 2026 Jul 15, 2026
Retirement Planning Group, LLC History No change 8,791 1,453 0.04% 0.04% 161 0 0.0% Q2 2026 Aug 05, 2026
Keating Financial Advisory Services, Inc. History No change 8,637 1,428 0.19% 0.19% 162 0 0.0% Q2 2026 Aug 11, 2026
Atlas Private Wealth Advisors History No change 8,622 1,425 0.31% 0.31% 163 0 0.0% Q2 2026 Jul 27, 2026
MY Wealth Management Inc. History No change 8,536 1,411 0.99% 0.99% 164 0 0.0% Q2 2026 Aug 07, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 8,478 1,402 0.07% 0.07% 165 0 0.0% Q2 2026 Aug 11, 2026
Maridea Wealth Management LLC History No change 8,483 1,402 0.15% 0.15% 166 0 0.0% Q2 2026 Aug 06, 2026
Certified Advisory Corp History No change 8,463 1,399 0.11% 0.11% 167 0 0.0% Q2 2026 Jul 16, 2026
SMITH, MOORE & CO. History No change 8,451 1,397 0.09% 0.09% 168 0 0.0% Q2 2026 Aug 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 8,447 1,397 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
Quantum Portfolio Management LLC History No change 8,429 1,393 0.5% 0.5% 170 0 0.0% Q2 2026 Aug 14, 2026
PFG Advisors History No change 8,302 1,373 0.07% 0.07% 171 0 0.0% Q2 2026 Jul 16, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 8,265 1,367 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 8,238 1,362 0.01% 0.01% 173 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 8,157 1,349 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 8,143 1,346 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
Integrated Advisors Network LLC History No change 8,102 1,339 0.06% 0.06% 176 0 0.0% Q2 2026 Aug 11, 2026
MISSION WEALTH MANAGEMENT, LP History No change 8,093 1,338 0.02% 0.02% 177 0 0.0% Q2 2026 Jul 20, 2026
Archford Capital Strategies, LLC History No change 7,983 1,320 0.13% 0.13% 178 0 0.0% Q2 2026 Jul 17, 2026
Fosun International Ltd History No change 7,943 1,313 0.29% 0.29% 179 0 0.0% Q2 2026 Aug 12, 2026
Sigma Planning Corp History No change 7,908 1,307 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 07, 2026
Kaizen Financial Strategies History Added to 8,616 1,306 0.51% 0.44% 181 +200 2.38% Q3 2026 Oct 09, 2026
Ascent Advisors, LLC History No change 8,083 1,296 1.49% 1.49% 182 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 7,824 1,293 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 07, 2026
Provenance Wealth Advisors, LLC History No change 7,758 1,283 0.12% 0.12% 184 0 0.0% Q2 2026 Jul 24, 2026
LaSalle St. Investment Advisors, LLC History No change 7,755 1,282 0.16% 0.16% 185 0 0.0% Q2 2026 Aug 11, 2026
Rollins Financial Advisors, LLC History No change 7,725 1,277 0.17% 0.17% 186 0 0.0% Q2 2026 Aug 04, 2026
Squarepoint Ops LLC History No change 7,661 1,266 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 7,595 1,256 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 18, 2026
Ameritas Advisory Services, LLC History No change 7,454 1,232 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 7,272 1,202 0.06% 0.06% 190 0 0.0% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History No change 7,132 1,179 0.13% 0.13% 191 0 0.0% Q2 2026 Jul 23, 2026
David J Yvars Group History Reduced 7,760 1,176 0.54% 0.63% 192 -338 -4.17% Q3 2026 Oct 09, 2026
FMR LLC History No change 7,091 1,172 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
LEIGH BALDWIN & CO., LLC History No change 6,936 1,147 0.62% 0.62% 194 0 0.0% Q2 2026 Aug 13, 2026
PFG Investments, LLC History No change 6,920 1,144 0.04% 0.04% 195 0 0.0% Q2 2026 Jul 23, 2026
Columbus Macro, LLC History No change 6,830 1,129 0.11% 0.11% 196 0 0.0% Q2 2026 Jul 22, 2026
Merit Financial Group, LLC History No change 6,605 1,092 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 6,562 1,085 0.07% 0.07% 198 0 0.0% Q2 2026 Jul 23, 2026
Advisory Services Network, LLC History No change 6,525 1,079 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 12, 2026
Boyer Financial Services, Inc. History No change 6,715 1,040 0.88% 0.88% 200 0 0.0% Q2 2026 Jul 17, 2026
Per Stirling Capital Management, LLC. History No change 6,247 1,033 0.1% 0.1% 201 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 6,244 1,032 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 11, 2026
Virginia Estate & Retirement Planning Advisors Inc. History New 6,763 1,025 1.3% — 203 +6,763 New Q3 2026 Oct 13, 2026
Focus Partners Advisor Solutions, LLC History No change 6,158 1,018 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 06, 2026
High Point Wealth Management, LLC History No change 6,146 1,016 0.83% 0.83% 205 0 0.0% Q2 2026 Jul 20, 2026
AQR CAPITAL MANAGEMENT LLC History No change 6,142 1,015 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 6,129 1,013 0.04% 0.04% 207 0 0.0% Q2 2026 Jul 21, 2026
Intrepid Financial Planning Group LLC History No change 6,121 1,012 0.34% 0.34% 208 0 0.0% Q2 2026 Aug 12, 2026
SCOTIA CAPITAL INC. History No change 6,117 1,011 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 11, 2026
PACIFIC SUN FINANCIAL CORP History No change 6,091 1,007 0.42% 0.42% 210 0 0.0% Q2 2026 Aug 07, 2026
Hilltop Holdings Inc. History No change 6,079 1,005 0.08% 0.08% 211 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 6,057 1,001 0.03% 0.03% 212 0 0.0% Q2 2026 Jul 17, 2026
SIH Partners, LLLP History No change 6,011 994 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 14, 2026
Aurora Private Wealth, Inc. History No change 5,927 980 0.62% 0.62% 214 0 0.0% Q2 2026 Jul 21, 2026
Three Magnolias Financial Advisors, LLC History No change 5,842 966 0.54% 0.54% 215 0 0.0% Q2 2026 Jul 31, 2026
BIP Wealth, LLC History No change 5,795 958 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 03, 2026
KFG WEALTH MANAGEMENT, LLC History No change 5,503 910 0.1% 0.1% 217 0 0.0% Q2 2026 Jul 22, 2026
Belpointe Asset Management LLC History No change 5,473 905 0.03% 0.03% 218 0 0.0% Q2 2026 Jul 31, 2026
Index Technologies Group LLC History No change 5,478 905 0.72% 0.72% 219 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History Reduced 5,956 903 0.07% 0.08% 220 -1,059 -15.1% Q3 2026 Oct 13, 2026
Kingsbury Capital Investment Advisors LLC History No change 5,456 902 0.76% 0.76% 221 0 0.0% Q2 2026 Aug 25, 2026
KMT WEALTH MANAGEMENT, LLC History No change 5,456 902 0.76% 0.76% 222 0 0.0% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History No change 5,401 893 0.08% 0.08% 223 0 0.0% Q2 2026 Jul 24, 2026
Stegent Equity Advisors, Inc. History Reduced 5,748 871 0.69% 1.41% 224 -6,129 -51.6% Q3 2026 Oct 09, 2026
B. Riley Wealth Advisors, Inc. History Added to 5,736 869 0.03% 0.01% 225 +4,343 311.77% Q3 2026 Oct 13, 2026
Strategic Financial Concepts, LLC History No change 5,253 868 0.26% 0.26% 226 0 0.0% Q2 2026 Jul 27, 2026
Lebenthal Global Advisors, LLC History No change 5,209 861 0.12% 0.12% 227 0 0.0% Q2 2026 Jul 30, 2026
Nadler Financial Group, Inc. History No change 5,200 860 0.07% 0.07% 228 0 0.0% Q2 2026 Jul 29, 2026
Bauman Advisory Group, LLC History No change 5,162 853 0.45% 0.45% 229 0 0.0% Q2 2026 Aug 04, 2026
Carter Financial Group, INC. History No change 5,036 832 0.43% 0.43% 230 0 0.0% Q2 2026 Jul 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,933 815 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 07, 2026
IHT Wealth Management, LLC History No change 4,791 792 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 4,787 791 0.0% 0.0% 233 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History Reduced 5,176 784 0.02% 0.03% 235 -727 -12.32% Q3 2026 Oct 08, 2026
Cresset Asset Management, LLC History No change 4,743 784 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 14, 2026
Comprehensive Financial Planning, Inc./PA History No change 4,730 782 0.42% 0.42% 236 0 0.0% Q2 2026 Aug 10, 2026
Focus Financial Network, Inc. History Added to 5,153 781 0.02% 0.02% 237 +537 11.63% Q3 2026 Oct 14, 2026
MCF Advisors LLC History No change 4,712 779 0.03% 0.03% 238 0 0.0% Q2 2026 Aug 12, 2026
Beacon Financial Advisory LLC History No change 4,601 760 0.15% 0.15% 239 0 0.0% Q2 2026 Aug 05, 2026
Snowden Capital Advisors LLC History No change 4,583 757 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 4,553 752 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,549 752 0.03% 0.03% 242 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,467 738 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 07, 2026
Centerpoint Advisory Group History No change 4,455 736 0.47% 0.47% 244 0 0.0% Q2 2026 Jul 29, 2026
Jefferies Financial Group Inc. History No change 4,401 727 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 17, 2026
Wealthcare Capital Partners, LLC History No change 4,343 718 0.3% 0.3% 246 0 0.0% Q2 2026 Jul 09, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4,318 714 0.18% 0.18% 247 0 0.0% Q2 2026 Aug 27, 2026
RM Financial Services, LLC History No change 4,288 709 0.53% 0.53% 248 0 0.0% Q2 2026 Aug 04, 2026
CIBC WORLD MARKET INC. History No change 4,287 708 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 4,205 695 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 4,198 694 0.07% 0.07% 251 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 4,106 679 0.03% 0.03% 252 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 4,100 678 0.17% 0.17% 253 0 0.0% Q2 2026 Aug 05, 2026
CIBC Bancorp USA Inc. History No change 4,053 670 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
Matisse Capital History No change 4,042 668 0.27% 0.27% 255 0 0.0% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History No change 3,938 651 0.03% 0.03% 256 0 0.0% Q2 2026 Aug 14, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 3,912 647 0.14% 0.14% 257 0 0.0% Q2 2026 Jul 27, 2026
Brady Martz Wealth Solutions, LLC History No change 3,868 639 0.1% 0.1% 258 0 0.0% Q2 2026 Jul 23, 2026
RFG Advisory, LLC History No change 3,850 636 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 15, 2026
PCG Wealth Advisors, LLC History No change 3,829 633 0.14% 0.14% 260 0 0.0% Q2 2026 Aug 03, 2026
Acorn Wealth Advisors, LLC History No change 3,824 632 0.15% 0.15% 261 0 0.0% Q2 2026 Jul 30, 2026
Bullock Wealth Management Group History Added to 4,078 625 0.26% 0.28% 263 +53 1.32% Q3 2026 Oct 09, 2026
Sovran Advisors, LLC History No change 4,574 625 0.05% 0.05% 262 0 0.0% Q2 2026 Jul 29, 2026
Bridgewealth Advisory Group, LLC History No change 3,754 620 0.12% 0.12% 264 0 0.0% Q2 2026 Jul 27, 2026
Main Street Financial Solutions, LLC History No change 3,744 619 0.04% 0.04% 265 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Advisors, LLC History No change 3,709 613 0.07% 0.07% 266 0 0.0% Q2 2026 Jul 31, 2026
Elevate Capital Advisors, LLC History No change 3,700 611 0.34% 0.34% 267 0 0.0% Q2 2026 Jul 31, 2026
MAI Capital Management History No change 3,645 602 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History Added to 3,972 599 0.01% 0.01% 269 +1,509 61.27% Q3 2026 Oct 09, 2026
Diversify Advisory Services, LLC History No change 4,247 597 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,247 597 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 29, 2026
Key Client Fiduciary Advisors, LLC History No change 3,595 594 0.17% 0.17% 272 0 0.0% Q2 2026 Jul 09, 2026
Sanchez Gaunt Capital Management, LLC History No change 3,581 592 0.33% 0.33% 273 0 0.0% Q2 2026 Aug 14, 2026
UNITED BANK History No change 3,516 581 0.07% 0.07% 274 0 0.0% Q2 2026 Jul 30, 2026
Belvedere Trading LLC History No change 3,518 581 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 31, 2026
Corient Private Wealth LP History No change 3,516 581 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 27, 2026
Sequoia Financial Advisors, LLC History No change 3,511 580 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 17, 2026
South Shore Capital Advisors History No change 3,500 578 0.39% 0.39% 278 0 0.0% Q2 2026 Jul 30, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,468 573 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
Compagnie Lombard Odier SCmA History No change 3,424 566 0.01% 0.01% 280 0 0.0% Q2 2026 Jul 29, 2026
APS Management Group, Inc. History No change 3,411 564 0.43% 0.43% 281 0 0.0% Q2 2026 Jul 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,403 562 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 19, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 3,397 561 0.03% 0.03% 283 0 0.0% Q2 2026 Jul 28, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 3,385 559 0.33% 0.33% 284 0 0.0% Q2 2026 Jul 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 3,685 558 0.01% 0.01% 285 +374 11.3% Q3 2026 Oct 13, 2026
Chicago Partners Investment Group LLC History No change 3,770 540 0.01% 0.01% 286 0 0.0% Q2 2026 Jul 29, 2026
Clark Capital Management Group, Inc. History No change 3,218 532 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 11, 2026
Ignite Planners, LLC History No change 3,214 531 0.07% 0.07% 288 0 0.0% Q2 2026 Jul 23, 2026
Federation des caisses Desjardins du Quebec History No change 3,204 529 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Sequent Planning LLC History No change 3,122 516 0.11% 0.11% 290 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History Reduced 3,359 509 0.01% 0.02% 292 -439 -11.56% Q3 2026 Oct 13, 2026
BARCLAYS PLC History No change 3,082 509 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 14, 2026
Paladin Wealth, LLC History No change 3,034 501 0.29% 0.29% 293 0 0.0% Q2 2026 Jul 09, 2026
TCI Wealth Advisors, Inc. History No change 3,020 499 0.02% 0.02% 294 0 0.0% Q2 2026 Jul 29, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,011 497 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 17, 2026
Peak Planning Group, LLC History No change 2,957 488 0.11% 0.11% 296 0 0.0% Q2 2026 Aug 12, 2026
Polaris Financial Partners History New 3,155 480 0.21% — 298 +3,155 New Q3 2026 Oct 02, 2026
Resurgent Financial Advisors LLC History No change 2,903 480 0.13% 0.13% 297 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC/CA History No change 2,892 478 0.07% 0.07% 299 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 2,873 475 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 14, 2026