PROSHARES TRUST - REGL
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 | 2,212,869 | 202,632 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,935,688 | 177,250 | 2.22% | 2.22% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 651,902 | 59,694 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 632,633 | 57,930 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 627,671 | 57,475 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 506,627 | 46,391 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 391,106 | 35,813 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 303,226 | 27,767 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 300,972 | 27,560 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 265,460 | 24,308 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 259,799 | 23,789 | 0.28% | 0.28% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 253,581 | 23,251 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 233,281 | 21,361 | 2.09% | 2.09% | 13 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 231,524 | 21,216 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 188,567 | 17,267 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 136,654 | 12,513 | 0.65% | 0.65% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 134,126 | 12,281 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 126,373 | 11,592 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bucket List Wealth Management, LLC | History | No change | 109,479 | 10,024 | 4.94% | 4.94% | 19 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dogwood Wealth Management LLC | History | No change | 107,264 | 9,822 | 3.88% | 3.88% | 20 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 89,314 | 8,265 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 80,468 | 7,368 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SMITH, MOORE & CO. | History | No change | 80,021 | 7,327 | 0.48% | 0.48% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 72,813 | 6,667 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 70,148 | 6,423 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 66,354 | 6,076 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 68,996 | 5,966 | 0.1% | — | 27 | +68,996 | New | Q3 2026 | Oct 01, 2026 |
| Cascade Financial Partners, LLC | History | No change | 61,148 | 5,599 | 0.49% | 0.49% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 60,630 | 5,551 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 58,100 | 5,320 | 0.32% | 0.32% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 57,754 | 5,288 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jacobi Capital Management LLC | History | No change | 55,814 | 5,110 | 0.25% | 0.25% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 53,470 | 4,896 | 0.49% | 0.49% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 51,391 | 4,705 | 0.17% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 51,132 | 4,682 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 49,829 | 4,562 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMG Wealth Partners, LLC | History | No change | 46,369 | 4,246 | 0.68% | 0.68% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Landmark Wealth Management, LLC | History | No change | 42,336 | 3,876 | 0.93% | 0.93% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 44,750 | 3,866 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 41,177 | 3,770 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avant Capital LLC | History | No change | 41,094 | 3,762 | 2.36% | 2.36% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 40,523 | 3,710 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 39,910 | 3,654 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 39,901 | 3,653 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 38,295 | 3,506 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| United Advisor Group, LLC | History | No change | 38,195 | 3,497 | 0.37% | 0.37% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 38,098 | 3,488 | 2.11% | 2.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Essex Financial Services, Inc. | History | No change | 37,560 | 3,439 | 0.17% | 0.17% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 37,425 | 3,427 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 36,704 | 3,360 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 35,676 | 3,266 | 0.38% | 0.38% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 31,572 | 2,891 | 0.19% | 0.19% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 30,521 | 2,794 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Summit Wealth Partners, LLC | History | No change | 29,470 | 2,698 | 0.38% | 0.38% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 29,015 | 2,656 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 28,983 | 2,653 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Biondo Investment Advisors, LLC | History | No change | 28,944 | 2,650 | 0.32% | 0.32% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R2 Capital Strategies, LLC | History | No change | 28,810 | 2,638 | 1.2% | 1.2% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 24,495 | 2,247 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 23,371 | 2,140 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Visionary Wealth Advisors | History | No change | 22,223 | 2,034 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 21,804 | 1,996 | 0.4% | 0.4% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PMG Wealth Management, Inc. | History | No change | 21,390 | 1,958 | 1.21% | 1.21% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 21,070 | 1,929 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 20,594 | 1,885 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,559 | 1,791 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Wealth Partners, Inc. | History | No change | 19,004 | 1,740 | 0.86% | 0.86% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 18,485 | 1,692 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 16,920 | 1,549 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Royal Capital Wealth Management, LLC | History | No change | 16,445 | 1,505 | 0.84% | 0.84% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 15,862 | 1,452 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,830 | 1,449 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Private Advisor Group, LLC | History | No change | 15,579 | 1,426 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,564 | 1,425 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | No change | 14,452 | 1,331 | 0.32% | 0.32% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 14,457 | 1,324 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlas Brown,Inc. | History | No change | 13,902 | 1,272 | 0.34% | 0.34% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 13,785 | 1,262 | 0.43% | 0.43% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MSH Capital Advisors LLC | History | No change | 13,776 | 1,261 | 0.22% | 0.22% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 13,096 | 1,199 | 0.43% | 0.43% | 80 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Anson Capital, Inc. | History | No change | 12,577 | 1,151 | 0.75% | 0.75% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,964 | 1,095 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 11,827 | 1,082 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,772 | 1,077 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 11,502 | 1,053 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | No change | 11,013 | 1,008 | 0.75% | 0.75% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 10,723 | 981 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 10,513 | 962 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 10,460 | 957 | 0.53% | 0.53% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 10,204 | 934 | 0.29% | 0.29% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clarus Wealth Advisors | History | No change | 10,196 | 924 | 0.36% | 0.36% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FMR LLC | History | No change | 10,031 | 918 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,906 | 907 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 9,810 | 898 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 9,580 | 877 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 9,470 | 867 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Harvest Investment Services, LLC | History | No change | 9,435 | 864 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 9,290 | 850 | 0.4% | 0.4% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 9,218 | 844 | 0.79% | 0.79% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisors, LLC | History | No change | 8,992 | 823 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northwest Financial Advisors | History | No change | 8,595 | 787 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 8,514 | 779 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parcion Private Wealth LLC | History | No change | 8,345 | 764 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XTX Topco Ltd | History | No change | 8,315 | 761 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RDA Financial Network | History | No change | 8,189 | 749 | 0.16% | 0.16% | 105 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 8,036 | 735 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| L & S Advisors Inc | History | No change | 7,860 | 719 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 7,633 | 704 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,370 | 674 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 6,556 | 600 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westfuller Advisors, LLC | History | No change | 6,484 | 593 | 0.22% | 0.22% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 6,443 | 590 | 0.32% | 0.32% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,420 | 587 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,370 | 583 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 6,324 | 579 | 0.14% | 0.14% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,229 | 570 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,188 | 566 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 5,941 | 544 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| S.A. Mason LLC | History | No change | 5,884 | 538 | 0.17% | 0.17% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mystic Asset Management, Inc. | History | No change | 5,845 | 535 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESBANCO BANK INC | History | No change | 5,801 | 531 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 5,582 | 511 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,504 | 506 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 5,479 | 501 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sowell Financial Services LLC | History | No change | 5,322 | 487 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | No change | 5,258 | 481 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,090 | 466 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 5,018 | 459 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 4,934 | 451 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PSI Advisors, LLC | History | No change | 4,906 | 449 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,900 | 448 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 4,819 | 441 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,806 | 440 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,725 | 439 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HEADINVEST, LLC | History | No change | 4,767 | 436 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| tru Independence LLC | History | No change | 4,664 | 427 | 0.19% | 0.19% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 4,602 | 421 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,584 | 419 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 4,529 | 414 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 4,455 | 407 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Patten Group, Inc. | History | No change | 4,444 | 406 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 4,400 | 402 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keystone Financial Services, LLC | History | No change | 4,374 | 400 | 0.24% | 0.24% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4,226 | 386 | 0.21% | 0.21% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | No change | 4,194 | 384 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TriaGen Wealth Management LLC | History | No change | 4,165 | 381 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,142 | 379 | 0.08% | 0.08% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 4,125 | 377 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COFG Advisors, LLC | History | No change | 4,076 | 373 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hartford Financial Management Inc. | History | No change | 4,000 | 366 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WMS Group LLC | History | No change | 4,000 | 366 | 0.47% | 0.47% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Montis Financial, LLC | History | No change | 3,956 | 362 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | No change | 3,895 | 356 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KPP Advisory Services LLC | History | No change | 3,839 | 351 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,780 | 346 | 0.13% | 0.13% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 3,669 | 337 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Corient Private Wealth LP | History | No change | 3,644 | 333 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TICINO WEALTH | History | No change | 3,647 | 333 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 3,589 | 328 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,517 | 322 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 3,446 | 315 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 3,440 | 315 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossmore Private Capital | History | No change | 3,425 | 313 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3,270 | 299 | 0.21% | 0.21% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Martin Capital Partners, LLC | History | No change | 3,263 | 298 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Essex Bank | History | No change | 3,258 | 298 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,235 | 296 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 3,175 | 291 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 3,168 | 290 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| American Money Management, LLC | History | No change | 3,163 | 289 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2,869 | 262 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 2,866 | 262 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QTR Family Wealth, LLC | History | No change | 2,788 | 255 | 0.09% | 0.09% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 2,695 | 246 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | No change | 2,671 | 244 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | No change | 2,631 | 240 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Capital Management LLC | History | No change | 2,594 | 237 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empire Financial Management Company, LLC | History | No change | 2,535 | 232 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 2,513 | 230 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 2,500 | 228 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 2,484 | 227 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 2,484 | 227 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 2,468 | 225 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,451 | 224 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOWE & RUSLING INC | History | No change | 2,436 | 223 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerpoint Advisory Group | History | No change | 2,418 | 221 | 0.14% | 0.14% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sovran Advisors, LLC | History | No change | 2,269 | 216 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,356 | 215 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 2,263 | 207 | 0.1% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Marin Bay Wealth Advisors, LLC | History | No change | 2,240 | 205 | 0.11% | 0.11% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlas Wealth LLC | History | No change | 2,225 | 203 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,207 | 202 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,186 | 200 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 2,187 | 200 | 0.15% | 0.15% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,165 | 198 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 2,025 | 185 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,434 | 131 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,413 | 129 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,350 | 123 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,336 | 122 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,239 | 113 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,037 | 95 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,038 | 95 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,027 | 94 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,005 | 92 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,014 | 92 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFG Advisory, LLC | History | No change | 935 | 85 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 842 | 77 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 828 | 75 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 803 | 73 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 798 | 73 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 611 | 55 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 450 | 41 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 36 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 382 | 34 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 380 | 34 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BFSG, LLC | History | No change | 351 | 32 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | No change | 284 | 26 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 270 | 24 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 261 | 23 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 242 | 22 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTRAL TRUST Co | History | No change | 222 | 20 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 217 | 19 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Napier Financial, LLC | History | No change | 204 | 18 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 193 | 17 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 192 | 16 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Nemes Rush Group LLC | History | No change | 177 | 16 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 167 | 15 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Signature Equity Partners, LLC | History | No change | 174 | 15 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 148 | 13 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 142 | 13 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 134 | 12 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 100 | 9 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REXFORD CAPITAL INC | History | No change | 91 | 8 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PlanVest Financial, Inc | History | No change | 88 | 8 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 87 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 85 | 7 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Main Street Group, LTD | History | No change | 15 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |