SCHWAB STRATEGIC TRUST - SCHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | History | No change | 3,706,911 | 117,620 | 0.43% | 0.43% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 808,765 | 25,662 | 7.08% | 7.08% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 614,098 | 19,485 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 601,864 | 19,097 | 0.23% | 0.23% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Asset Management, LLC | History | No change | 600,081 | 19,040 | 2.44% | 2.44% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 554,125 | 17,582 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 463,465 | 14,705 | 1.37% | 1.37% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 436,215 | 13,841 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 417,980 | 13,262 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 383,253 | 12,160 | 0.34% | 0.34% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IRON Financial LLC | History | No change | 317,888 | 10,086 | 4.16% | 4.16% | 11 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 300,864 | 9,546 | 0.52% | 0.52% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 316,645 | 9,421 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Charles Schwab Trust Co | History | No change | 281,092 | 8,919 | 0.5% | 0.5% | 14 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nuveen, LLC | History | No change | 223,899 | 7,104 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 220,757 | 7,004 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 209,797 | 6,656 | 0.16% | 0.16% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LongView Wealth Management | History | No change | 207,312 | 6,578 | 1.69% | 1.69% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 185,716 | 5,892 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fiduciary Alliance LLC | History | No change | 182,031 | 5,775 | 0.39% | 0.39% | 20 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 176,650 | 5,605 | 0.96% | 0.96% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OMC Financial Services LTD | History | No change | 167,397 | 5,311 | 1.76% | 1.76% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LeConte Wealth Management, LLC | History | No change | 160,178 | 5,082 | 2.77% | 2.77% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 157,475 | 4,996 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 153,526 | 4,871 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Red Mountain Financial, LLC | History | No change | 153,104 | 4,857 | 4.07% | 4.07% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 146,456 | 4,647 | 0.09% | 0.09% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 138,764 | 4,402 | 0.42% | 0.42% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 136,901 | 4,343 | 1.7% | 1.7% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 133,004 | 4,220 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 130,589 | 4,143 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farrow Financial, Inc. | History | No change | 126,377 | 4,009 | 2.14% | 2.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Opus Financial Solutions LLC | History | No change | 123,467 | 3,917 | 3.16% | 3.16% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 122,016 | 3,887 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 112,936 | 3,583 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Family Wealth, LLC | History | No change | 112,522 | 3,570 | 0.64% | 0.64% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 111,548 | 3,540 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 103,110 | 3,271 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 102,865 | 3,264 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 99,599 | 3,160 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 99,156 | 3,146 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 88,850 | 2,819 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 86,679 | 2,750 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 81,694 | 2,313 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | No change | 65,754 | 2,203 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 68,372 | 2,169 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 66,171 | 2,099 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST MERCHANTS CORP | History | No change | 65,364 | 2,074 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | No change | 60,077 | 1,906 | 1.05% | 1.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 59,614 | 1,891 | 0.32% | 0.32% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 59,034 | 1,873 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | No change | 57,990 | 1,840 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bravera Wealth | History | No change | 55,012 | 1,745 | 0.67% | 0.67% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 52,335 | 1,660 | 0.44% | 0.44% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | No change | 51,970 | 1,649 | 1.29% | 1.29% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 50,684 | 1,608 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 50,285 | 1,595 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M3 Wealth Management, LLC | History | No change | 50,277 | 1,595 | 1.03% | 1.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 48,971 | 1,553 | 0.33% | 0.33% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Advisors, LLC | History | No change | 47,554 | 1,508 | 0.1% | 0.1% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 47,351 | 1,499 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seek First Inc. | History | No change | 44,188 | 1,402 | 0.89% | 0.89% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 43,866 | 1,391 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Embree Financial Group | History | No change | 43,654 | 1,385 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 43,246 | 1,372 | 0.16% | 0.16% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard National Trust Co | History | No change | 42,807 | 1,358 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 40,389 | 1,281 | 0.21% | 0.21% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 40,339 | 1,279 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 40,186 | 1,275 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wise Wealth Partners | History | No change | 40,145 | 1,273 | 2.16% | 2.16% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 40,093 | 1,272 | 0.7% | 0.7% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CrossGen Wealth, LLC | History | No change | 38,899 | 1,234 | 0.96% | 0.96% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MORGAN STANLEY | History | No change | 38,520 | 1,222 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management Group, Inc. | History | No change | 37,899 | 1,202 | 0.18% | 0.18% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 37,162 | 1,179 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 34,059 | 1,130 | 0.75% | 0.75% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkeley, Inc | History | No change | 34,259 | 1,087 | 0.34% | 0.34% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 33,397 | 1,059 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 31,634 | 1,003 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ProVise Management Group, LLC | History | No change | 31,401 | 996 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D.B. Root & Company, LLC | History | No change | 30,124 | 955 | 0.2% | 0.2% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 30,094 | 954 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 29,784 | 945 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 28,892 | 916 | 0.22% | 0.22% | 84 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 28,046 | 889 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orgel Wealth Management, LLC | History | No change | 26,943 | 854 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Corient Private Wealth LP | History | No change | 25,934 | 822 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MYECFO, LLC | History | No change | 25,736 | 816 | 0.31% | 0.31% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 25,160 | 807 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cerity Partners LLC | History | No change | 24,855 | 788 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | No change | 23,864 | 765 | 0.34% | 0.34% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 24,058 | 763 | 0.75% | 0.75% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,900 | 758 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hendershot Investments Inc. | History | No change | 23,317 | 739 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 23,081 | 732 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 21,032 | 667 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mengis Capital Management, Inc. | History | No change | 19,144 | 607 | 0.09% | 0.09% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COWA, LLC | History | No change | 18,852 | 598 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 18,459 | 585 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 17,000 | 539 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 17,016 | 539 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 17,000 | 539 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 16,585 | 526 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 16,152 | 512 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 15,800 | 501 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PW Nova Financial Services LLC | History | No change | 15,359 | 487 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 14,600 | 463 | 0.19% | 0.19% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 14,577 | 462 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 14,414 | 457 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 14,391 | 456 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IF Advisors, LLC | History | No change | 14,306 | 453 | 0.3% | 0.3% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 14,032 | 445 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 13,992 | 443 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Financial Group, Inc. | History | No change | 13,479 | 427 | 0.22% | 0.22% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 13,295 | 421 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 12,977 | 411 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Family Wealth LLC | History | No change | 12,975 | 411 | 0.36% | 0.36% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 12,855 | 407 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,360 | 392 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 12,296 | 390 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BXM Wealth LLC | History | No change | 11,630 | 369 | 0.2% | 0.2% | 121 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Inscription Capital, LLC | History | No change | 11,613 | 368 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,416 | 362 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | No change | 11,100 | 352 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| &PARTNERS | History | No change | 10,532 | 334 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carroll Advisory Group, LLC | History | No change | 10,552 | 334 | 0.11% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10,420 | 330 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Souders Financial Advisors | History | No change | 10,034 | 318 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 9,965 | 316 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Joule Financial, LLC | History | No change | 9,927 | 314 | 0.09% | 0.09% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bell Bank | History | No change | 9,820 | 311 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 9,600 | 307 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 9,039 | 286 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,979 | 284 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookstone Capital Management | History | No change | 8,948 | 283 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,906 | 282 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8,856 | 281 | 0.18% | 0.18% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gutierrez Wealth Advisory, LLC | History | No change | 8,835 | 280 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| North Star Investment Management Corp. | History | No change | 8,785 | 278 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,773 | 278 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | No change | 8,772 | 278 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 8,530 | 270 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewCorp Financial Services, Inc. | History | No change | 8,267 | 262 | 0.2% | 0.2% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 8,204 | 260 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vawter Financial, Ltd. | History | No change | 8,068 | 255 | 0.1% | 0.1% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 7,880 | 250 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MCF Advisors LLC | History | No change | 7,760 | 246 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sage Investment Counsel LLC | History | No change | 7,476 | 237 | 0.24% | 0.24% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compound Planning, Inc. | History | No change | 7,433 | 235 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 7,399 | 234 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 7,353 | 233 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 7,170 | 227 | 0.11% | 0.11% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,989 | 221 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 6,947 | 220 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 6,926 | 219 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,724 | 213 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sharkey, Howes & Javer | History | No change | 6,725 | 213 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cannell & Spears LLC | History | No change | 6,562 | 208 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Strategies Inc. | History | Added to | 6,089 | 191 | 0.11% | 0.12% | 159 | +35 | 0.58% | Q3 2026 | Oct 02, 2026 |
| LGT Financial Advisors LLC | History | No change | 5,876 | 186 | 0.98% | 0.98% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 5,852 | 185 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redwood Park Advisors LLC | History | No change | 5,773 | 183 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 5,113 | 162 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Monetary Solutions, Ltd | History | No change | 5,072 | 160 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 4,995 | 158 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,952 | 157 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,953 | 157 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 4,753 | 150 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,372 | 138 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,259 | 135 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Downshift Financial, LLC | History | No change | 3,848 | 122 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 3,767 | 119 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hara Capital LLC | History | No change | 3,578 | 113 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,000 | 95 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,684 | 85 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Roble, Belko & Company, Inc | History | No change | 2,555 | 81 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,553 | 81 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,314 | 73 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ASSETMARK, INC | History | No change | 1,688 | 53 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,700 | 53 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,657 | 52 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,667 | 52 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 1,614 | 51 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Investment Management | History | No change | 1,463 | 46 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,208 | 38 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 1,193 | 37 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,000 | 31 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 960 | 30 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 822 | 26 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 625 | 20 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 602 | 19 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 539 | 17 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 530 | 16 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Coston, McIsaac & Partners | History | No change | 446 | 14 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 424 | 13 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 423 | 13 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meramec Financial Planners, LLC | History | No change | 422 | 13 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sunrise Financial Services, LLC | History | No change | 300 | 9 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 250 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 245 | 7 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 200 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 197 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 208 | 6 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 204 | 6 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 193 | 6 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 127 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 103 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 32 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 34 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 55 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vision Retirement, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Asset Dedication, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |