VanEck ETF Trust - RAAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 4,526,966 | 179,584 | 0.04% | 0.03% | 1 | +1,328,245 | 41.52% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 2,434,200 | 99,096 | 0.26% | 0.26% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,287,857 | 51,089 | 0.05% | 0.05% | 3 | +224,461 | 21.11% | Q2 2026 | Aug 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 955,885 | 37,919 | 1.94% | 1.85% | 4 | +145,940 | 18.02% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 807,584 | 32,036 | 0.01% | 0.0% | 5 | +526,391 | 187.2% | Q2 2026 | Aug 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 717,249 | 28,453 | 6.28% | 7.16% | 6 | +10,602 | 1.5% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 626,119 | 24,838 | 0.01% | — | 7 | +626,119 | New | Q2 2026 | Aug 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 604,674 | 24,259 | 2.34% | 0.78% | 8 | +438,931 | 264.83% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Added to | 563,664 | 22,360 | 0.04% | 0.03% | 9 | +156,909 | 38.58% | Q2 2026 | Jul 30, 2026 |
| STRAIGHTLINE GROUP LLC | History | Added to | 491,811 | 19,510 | 9.2% | 9.58% | 10 | +18,685 | 3.95% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 457,656 | 18,155 | 0.02% | 0.01% | 11 | +332,487 | 265.63% | Q2 2026 | Jul 29, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 352,968 | 14,002 | 0.89% | 1.02% | 12 | -10,155 | -2.8% | Q2 2026 | Aug 04, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 323,122 | 12,818 | 5.98% | — | 13 | +323,122 | New | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 319,970 | 12,692 | 0.01% | 0.01% | 14 | +199,944 | 166.58% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 274,516 | 10,890 | 0.24% | — | 15 | +274,516 | New | Q2 2026 | Jul 28, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 265,617 | 10,537 | 1.6% | 1.89% | 16 | +2,717 | 1.03% | Q2 2026 | Jul 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 242,156 | 9,606 | 0.0% | 0.0% | 17 | +125,923 | 108.34% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Added to | 226,418 | 8,982 | 0.17% | 0.0% | 18 | +225,734 | 33002.05% | Q2 2026 | Aug 14, 2026 |
| ERn Financial, LLC | History | Added to | 218,783 | 8,679 | 1.44% | 1.61% | 19 | +8,831 | 4.21% | Q2 2026 | Jul 23, 2026 |
| Ferguson Shapiro LLC | History | New | 205,545 | 8,153 | 2.39% | — | 20 | +205,545 | New | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 204,413 | 8,109 | 0.04% | 0.02% | 21 | +133,834 | 189.62% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 200,000 | 7,934 | 0.0% | 0.0% | 22 | +172,571 | 629.16% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 175,740 | 6,971 | 0.28% | 0.18% | 23 | +75,661 | 75.6% | Q2 2026 | Aug 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 158,232 | 6,277 | 0.83% | 1.05% | 24 | -1,470 | -0.92% | Q2 2026 | Jul 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 148,441 | 5,888 | 0.26% | — | 25 | +148,441 | New | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 147,451 | 5,849 | 0.0% | 0.0% | 26 | +111,945 | 315.28% | Q2 2026 | Sep 23, 2026 |
| Black Swift Group, LLC | History | Reduced | 146,695 | 5,819 | 0.84% | 1.05% | 27 | -340 | -0.23% | Q2 2026 | Aug 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 145,792 | 5,783 | 0.37% | 0.39% | 28 | +15,939 | 12.27% | Q2 2026 | Aug 07, 2026 |
| Snider Financial Group | History | New | 138,891 | 5,509 | 1.4% | — | 29 | +138,891 | New | Q2 2026 | Jul 14, 2026 |
| New Republic Capital, LLC | History | Added to | 130,639 | 5,182 | 1.19% | 1.17% | 30 | +45,418 | 53.29% | Q2 2026 | Jul 31, 2026 |
| Beacon Bank & Trust | History | Added to | 127,182 | 5,045 | 0.96% | 0.07% | 31 | +118,427 | 1352.68% | Q2 2026 | Aug 03, 2026 |
| Darwin Wealth Management, LLC | History | New | 126,231 | 5,007 | 1.37% | — | 32 | +126,231 | New | Q2 2026 | Jul 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 126,231 | 5,007 | 0.08% | — | 33 | +126,231 | New | Q2 2026 | Jul 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 118,067 | 4,683 | 0.52% | 0.59% | 34 | +412 | 0.35% | Q2 2026 | Jul 09, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 99,818 | 3,959 | 0.88% | 0.38% | 35 | +62,483 | 167.36% | Q2 2026 | Aug 03, 2026 |
| Magnus Financial Group LLC | History | Added to | 98,355 | 3,901 | 0.28% | 0.24% | 36 | +26,258 | 36.42% | Q2 2026 | Jul 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 96,448 | 3,826 | 0.02% | 0.0% | 37 | +71,686 | 289.5% | Q2 2026 | Jul 27, 2026 |
| NORDEN GROUP LLC | History | Added to | 95,114 | 3,773 | 0.31% | 0.16% | 38 | +54,733 | 135.54% | Q2 2026 | Jul 29, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 92,438 | 3,667 | 2.6% | — | 39 | +92,438 | New | Q2 2026 | Aug 06, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 92,066 | 3,652 | 0.86% | 1.04% | 40 | +1,724 | 1.91% | Q2 2026 | Jul 16, 2026 |
| Principle Wealth Partners LLC | History | Added to | 83,963 | 3,330 | 0.16% | 0.17% | 41 | +9,050 | 12.08% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 83,513 | 3,312 | 0.0% | 0.0% | 42 | +82,683 | 9961.81% | Q2 2026 | Aug 12, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 82,363 | 3,267 | 1.94% | 2.15% | 43 | +7,908 | 10.62% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 82,201 | 3,244 | 0.31% | 0.29% | 44 | +24,172 | 41.66% | Q2 2026 | Jul 14, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 75,428 | 2,992 | 0.16% | 0.1% | 45 | +35,273 | 87.84% | Q2 2026 | Jul 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 74,149 | 2,941 | 0.15% | 0.02% | 46 | +64,276 | 651.03% | Q2 2026 | Jul 28, 2026 |
| FWG Holdings, LLC | History | New | 71,357 | 2,862 | 0.99% | — | 47 | +71,357 | New | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | New | 70,901 | 2,812 | 0.05% | — | 48 | +70,901 | New | Q2 2026 | Jul 31, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 64,908 | 2,574 | 0.26% | 0.29% | 49 | +2,109 | 3.36% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 64,640 | 2,551 | 0.0% | 0.0% | 50 | +13,172 | 25.59% | Q2 2026 | Jul 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 62,844 | 2,493 | 0.12% | 0.15% | 51 | -965 | -1.51% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | Added to | 62,580 | 2,482 | 0.03% | 0.03% | 52 | +34 | 0.05% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 61,173 | 2,426 | 0.02% | 0.02% | 53 | +17,225 | 39.19% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 57,384 | 2,276 | 0.0% | 0.0% | 54 | +20,532 | 55.71% | Q2 2026 | Aug 05, 2026 |
| Castleview Partners, LLC | History | Reduced | 56,092 | 2,225 | 0.98% | 1.62% | 55 | -21,478 | -27.69% | Q2 2026 | Jul 20, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 54,851 | 2,175 | 0.59% | 0.61% | 56 | +8,279 | 17.78% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 54,585 | 2,165 | 0.01% | 0.01% | 57 | +27,087 | 98.51% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,217 | 2,151 | 0.0% | 0.0% | 58 | +34,642 | 176.97% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | New | 54,117 | 2,146 | 0.0% | — | 59 | +54,117 | New | Q2 2026 | Aug 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 52,375 | 2,077 | 0.31% | 0.29% | 60 | +10,559 | 25.25% | Q2 2026 | Jul 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 47,537 | 1,885 | 0.04% | 0.04% | 61 | +771 | 1.65% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 46,855 | 1,858 | 0.01% | 0.01% | 62 | +16,919 | 56.52% | Q2 2026 | Aug 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 46,778 | 1,855 | 0.73% | — | 63 | +46,778 | New | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 45,671 | 1,811 | 0.01% | 0.0% | 64 | +29,070 | 175.11% | Q2 2026 | Jul 28, 2026 |
| Clarendon Private LLC | History | Added to | 44,932 | 1,782 | 1.15% | 0.6% | 65 | +25,722 | 133.9% | Q2 2026 | Jul 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 44,211 | 1,753 | 0.06% | 0.02% | 66 | +34,109 | 337.65% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 44,044 | 1,747 | 0.08% | 0.08% | 67 | +2,514 | 6.05% | Q2 2026 | Jul 22, 2026 |
| Ascent Advisors, LLC | History | New | 44,018 | 1,730 | 2.0% | — | 68 | +44,018 | New | Q2 2026 | Aug 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 36,966 | 1,485 | 0.55% | 0.62% | 69 | +2,754 | 8.05% | Q2 2026 | Aug 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 36,709 | 1,456 | 0.82% | 0.7% | 70 | +10,587 | 40.53% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 36,612 | 1,452 | 0.01% | 0.0% | 71 | +24,895 | 212.47% | Q2 2026 | Jul 24, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 34,548 | 1,370 | 0.57% | 0.68% | 72 | +618 | 1.82% | Q2 2026 | Jul 16, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 33,596 | 1,332 | 0.56% | 0.44% | 73 | +9,792 | 41.14% | Q2 2026 | Aug 05, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 31,375 | 1,244 | 0.07% | 0.11% | 74 | -6,139 | -16.36% | Q2 2026 | Jul 29, 2026 |
| Daybright Advisory Services, Inc. | History | New | 30,237 | 1,193 | 0.28% | — | 75 | +30,237 | New | Q2 2026 | Aug 04, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 29,615 | 1,174 | 0.66% | 0.39% | 76 | +13,620 | 85.15% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,489 | 1,169 | 0.0% | 0.0% | 77 | +7,902 | 36.61% | Q2 2026 | Aug 05, 2026 |
| Austin Wealth Management, LLC | History | Added to | 29,343 | 1,154 | 0.24% | 0.25% | 78 | +2,144 | 7.88% | Q2 2026 | Jul 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,603 | 1,134 | 0.0% | 0.0% | 79 | +9,037 | 46.19% | Q2 2026 | Aug 07, 2026 |
| Global Assets Advisory, LLC | History | New | 28,416 | 1,118 | 0.24% | — | 80 | +28,416 | New | Q2 2026 | Jul 27, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 27,620 | 1,095 | 0.51% | 0.46% | 81 | +7,021 | 34.08% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,308 | 1,083 | 0.0% | 0.0% | 82 | +27,230 | 34910.26% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 27,201 | 1,079 | 0.02% | 0.02% | 83 | +3,472 | 14.63% | Q2 2026 | Aug 14, 2026 |
| Echo45 Advisors LLC | History | Added to | 26,359 | 1,045 | 0.54% | 0.54% | 84 | +2,572 | 10.81% | Q2 2026 | Jul 13, 2026 |
| Rede Wealth, LLC | History | New | 24,029 | 953 | 0.32% | — | 85 | +24,029 | New | Q2 2026 | Aug 03, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 23,832 | 945 | 0.06% | 0.07% | 86 | +985 | 4.31% | Q2 2026 | Aug 12, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | New | 22,531 | 893 | 0.13% | — | 87 | +22,531 | New | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | New | 22,280 | 883 | 0.01% | — | 88 | +22,280 | New | Q2 2026 | Jul 28, 2026 |
| Financial Partners Group, Inc | History | Reduced | 22,120 | 877 | 0.09% | 0.11% | 89 | -542 | -2.39% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 21,828 | 865 | 0.01% | 0.01% | 90 | -100 | -0.46% | Q2 2026 | Aug 06, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 20,744 | 822 | 0.51% | 0.49% | 91 | +4,006 | 23.93% | Q2 2026 | Jul 31, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 19,974 | 813 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 18,877 | 748 | 0.06% | 0.06% | 93 | +4,241 | 28.98% | Q2 2026 | Jul 23, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 18,160 | 720 | 0.35% | 0.69% | 94 | -12,857 | -41.45% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 18,000 | 714 | 0.0% | — | 95 | +18,000 | New | Q2 2026 | Sep 09, 2026 |
| Brookstone Capital Management | History | New | 17,645 | 699 | 0.01% | — | 96 | +17,645 | New | Q2 2026 | Jul 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 14,389 | 570 | 0.03% | 0.02% | 97 | +7,040 | 95.8% | Q2 2026 | Jul 31, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 14,300 | 567 | 0.14% | 0.08% | 98 | +7,606 | 113.62% | Q2 2026 | Aug 27, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 13,600 | 539 | 0.21% | 0.1% | 99 | +7,785 | 133.88% | Q2 2026 | Jul 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,626 | 500 | 0.01% | 0.01% | 100 | +900 | 7.68% | Q2 2026 | Jul 15, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | New | 12,349 | 489 | 1.1% | — | 101 | +12,349 | New | Q2 2026 | Aug 13, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 11,741 | 465 | 0.35% | 0.35% | 102 | +1,275 | 12.18% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | New | 11,553 | 458 | 0.07% | — | 103 | +11,553 | New | Q2 2026 | Aug 03, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 11,307 | 444 | 0.06% | 0.07% | 104 | -390 | -3.33% | Q2 2026 | Jul 23, 2026 |
| Creekside Partners | History | New | 11,144 | 442 | 0.16% | — | 105 | +11,144 | New | Q2 2026 | Jul 30, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 11,139 | 441 | 0.27% | 0.31% | 106 | -1,600 | -12.56% | Q2 2026 | Aug 11, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 10,543 | 418 | 0.01% | — | 107 | +10,543 | New | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | Reduced | 10,364 | 411 | 0.0% | 0.0% | 108 | -20,923 | -66.87% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 10,219 | 405 | 0.0% | — | 109 | +10,219 | New | Q2 2026 | Aug 03, 2026 |
| Realta Investment Advisors | History | Added to | 9,320 | 369 | 0.11% | 0.11% | 110 | +1,520 | 19.49% | Q2 2026 | Jul 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 9,180 | 364 | 0.01% | — | 111 | +9,180 | New | Q2 2026 | Jul 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,609 | 341 | 0.02% | 0.02% | 112 | +873 | 11.28% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,411 | 333 | 0.0% | 0.0% | 113 | +2,868 | 51.74% | Q2 2026 | Sep 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,325 | 330 | 0.0% | — | 114 | +8,325 | New | Q2 2026 | Sep 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 8,198 | 325 | 0.0% | 0.0% | 115 | +1,990 | 32.06% | Q2 2026 | Jul 24, 2026 |
| PFG Investments, LLC | History | New | 7,934 | 314 | 0.01% | — | 116 | +7,934 | New | Q2 2026 | Jul 23, 2026 |
| WILLNER & HELLER, LLC | History | No change | 7,715 | 306 | 0.19% | 0.23% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bluespring Wealth Management, LLC | History | New | 7,625 | 302 | 0.01% | — | 118 | +7,625 | New | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 7,541 | 299 | 0.05% | 0.06% | 119 | +218 | 2.98% | Q2 2026 | Jul 09, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 7,385 | 292 | 0.09% | 0.09% | 120 | +250 | 3.5% | Q2 2026 | Jul 23, 2026 |
| YHB Investment Advisors, Inc. | History | New | 7,137 | 283 | 0.02% | — | 121 | +7,137 | New | Q2 2026 | Jul 14, 2026 |
| Geneos Wealth Management Inc. | History | New | 6,718 | 266 | 0.01% | — | 122 | +6,718 | New | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | New | 5,925 | 233 | 0.01% | — | 123 | +5,925 | New | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,872 | 232 | 0.0% | 0.0% | 124 | -244 | -3.99% | Q2 2026 | Aug 19, 2026 |
| Betterment LLC | History | Added to | 5,816 | 231 | 0.0% | 0.0% | 125 | +442 | 8.22% | Q2 2026 | Aug 14, 2026 |
| First Growth Capital LLC | History | Added to | 5,779 | 229 | 0.17% | 0.19% | 126 | +514 | 9.76% | Q2 2026 | Jul 16, 2026 |
| Weaver Consulting Group | History | New | 5,772 | 228 | 0.05% | — | 127 | +5,772 | New | Q2 2026 | Jul 29, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 5,643 | 223 | 0.01% | 0.01% | 128 | +241 | 4.46% | Q2 2026 | Jul 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 5,289 | 209 | 0.09% | — | 130 | +5,289 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,272 | 209 | 0.02% | 0.01% | 129 | +2,800 | 113.27% | Q2 2026 | Jul 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 5,224 | 207 | 0.03% | — | 131 | +5,224 | New | Q2 2026 | Aug 10, 2026 |
| Mayfair Advisory Group, LLC | History | New | 5,160 | 207 | 0.06% | — | 132 | +5,160 | New | Q2 2026 | Aug 11, 2026 |
| Bluesphere Advisors LLC | History | No change | 5,119 | 203 | 0.06% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Analysts, LLC | History | Added to | 4,624 | 184 | 0.0% | 0.0% | 134 | +1,816 | 64.67% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,577 | 181 | 0.0% | 0.0% | 135 | -199 | -4.17% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,491 | 178 | 0.0% | 0.0% | 136 | +4,095 | 1034.09% | Q2 2026 | Jul 17, 2026 |
| NBT BANK, N.A. | History | New | 4,195 | 166 | 0.01% | — | 137 | +4,195 | New | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,160 | 165 | 0.0% | 0.01% | 138 | -30,184 | -87.89% | Q2 2026 | Aug 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 3,749 | 148 | 0.02% | 0.02% | 139 | +253 | 7.24% | Q2 2026 | Jul 14, 2026 |
| Spire Wealth Management | History | Added to | 2,644 | 104 | 0.0% | 0.0% | 140 | +2,244 | 561.0% | Q2 2026 | Jul 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 2,135 | 84 | 0.0% | — | 141 | +2,135 | New | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | Added to | 2,099 | 83 | 0.02% | 0.02% | 142 | +82 | 4.07% | Q2 2026 | Jul 20, 2026 |
| UBS Group AG | History | Reduced | 1,829 | 72 | 0.0% | 0.0% | 143 | -1,358 | -42.61% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,514 | 60 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,403 | 55 | 0.0% | 0.01% | 145 | -4,684 | -76.95% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 1,200 | 47 | 0.01% | — | 147 | +1,200 | New | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1,185 | 47 | 0.01% | — | 146 | +1,185 | New | Q2 2026 | Jul 23, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,015 | 40 | 0.0% | 0.0% | 148 | +101 | 11.05% | Q2 2026 | Aug 14, 2026 |
| Brentview Investment Management LLC | History | No change | 1,000 | 39 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 808 | 32 | 0.0% | 0.0% | 151 | +311 | 62.58% | Q2 2026 | Jul 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 816 | 32 | 0.0% | 0.0% | 150 | -266 | -24.58% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | New | 767 | 30 | 0.0% | — | 152 | +767 | New | Q2 2026 | Jul 29, 2026 |
| N.E.W. Advisory Services LLC | History | New | 541 | 21 | 0.0% | — | 153 | +541 | New | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | Reduced | 492 | 19 | 0.0% | 0.0% | 154 | -682 | -58.09% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | New | 457 | 18 | 0.0% | — | 155 | +457 | New | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 371 | 14 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 374 | 14 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | Added to | 346 | 13 | 0.0% | 0.0% | 158 | +64 | 22.7% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | New | 288 | 11 | 0.0% | — | 159 | +288 | New | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 173 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 150 | 5 | 0.0% | — | 162 | +150 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | New | 135 | 5 | 0.0% | — | 161 | +135 | New | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 89 | 3 | 0.0% | 0.0% | 163 | -22,544 | -99.61% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | New | 80 | 3 | 0.0% | — | 164 | +80 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | New | 75 | 2 | 0.0% | — | 167 | +75 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | New | 60 | 2 | 0.0% | — | 168 | +60 | New | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | Added to | 60 | 2 | 0.0% | 0.0% | 165 | +4 | 7.14% | Q2 2026 | Aug 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.57% | — | -125,999 | -100.0% | Q2 2026 | Jul 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,469 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -28,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,804 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -17,404 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,808 | -100.0% | Q2 2026 | Aug 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,623 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,965 | -100.0% | Q2 2026 | Jul 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -652 | -100.0% | Q2 2026 | Jul 31, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -489 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -447 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -394 | -100.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -80 | -82.47% | Q2 2026 | Aug 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |