ALPS ETF Trust - SDOG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,669,171 | 113,870 | 0.01% | 0.01% | 1 | -37,497 | -2.2% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,044,484 | 71,254 | 0.0% | 0.0% | 2 | -4,342 | -0.41% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 620,757 | 42,348 | 0.01% | 0.01% | 3 | -14,917 | -2.35% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 324,450 | 22,133 | 0.01% | 0.01% | 4 | +6,828 | 2.15% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 301,972 | 20,600 | 0.0% | 0.0% | 5 | +25,276 | 9.13% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 271,571 | 18,526 | 0.0% | 0.0% | 6 | -7,444 | -2.67% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 189,116 | 12,901 | 0.02% | 0.02% | 7 | -2,634 | -1.37% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 156,619 | 10,685 | 0.0% | 0.0% | 8 | +970 | 0.62% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 138,549 | 9,451 | 0.0% | 0.0% | 9 | +62,817 | 82.95% | Q2 2026 | Aug 14, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 108,553 | 7,405 | 4.32% | 10.94% | 10 | -172,511 | -61.38% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 99,222 | 6,769 | 0.01% | 0.02% | 11 | -101 | -0.1% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 94,096 | 6,419 | 0.79% | 0.83% | 12 | +1,258 | 1.36% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 72,999 | 4,979 | 0.14% | 0.15% | 13 | +52 | 0.07% | Q2 2026 | Jul 07, 2026 |
| MTM FINANCIAL GROUP, LLC | History | Reduced | 70,129 | 4,784 | 2.05% | 2.23% | 14 | -3,080 | -4.21% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 64,665 | 4,411 | 0.0% | 0.0% | 15 | -49 | -0.08% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 63,271 | 4,316 | 0.0% | 0.0% | 16 | +2,137 | 3.5% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 61,107 | 4,168 | 0.08% | 0.08% | 17 | +2,318 | 3.94% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 51,633 | 3,522 | 0.01% | 0.01% | 18 | -372 | -0.72% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 47,782 | 3,259 | 0.02% | 0.02% | 19 | -485 | -1.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 46,505 | 3,172 | 0.1% | 0.11% | 20 | -630 | -1.34% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 45,521 | 3,105 | 0.0% | 0.0% | 21 | +311 | 0.69% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 44,643 | 3,045 | 0.6% | 0.68% | 22 | -1,089 | -2.38% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 44,256 | 3,019 | 0.02% | 0.02% | 23 | +34 | 0.08% | Q2 2026 | Sep 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 43,185 | 2,990 | 0.0% | 0.0% | 24 | +3,435 | 8.64% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 41,570 | 2,836 | 0.0% | 0.0% | 25 | +780 | 1.91% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 38,773 | 2,645 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 37,026 | 2,525 | 0.76% | 0.87% | 27 | -212 | -0.57% | Q2 2026 | Aug 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 35,174 | 2,399 | 0.11% | 0.13% | 28 | -473 | -1.33% | Q2 2026 | Aug 04, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 33,031 | 2,253 | 0.7% | 0.73% | 29 | -121 | -0.36% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 30,644 | 2,090 | 0.01% | 0.01% | 30 | -1,657 | -5.13% | Q2 2026 | Jul 28, 2026 |
| Sage Capital Management, LLC | History | Reduced | 28,381 | 1,936 | 0.76% | 0.89% | 31 | -595 | -2.05% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,937 | 1,838 | 0.0% | 0.0% | 32 | +5,299 | 24.49% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 25,535 | 1,743 | 0.01% | 0.01% | 33 | -1,932 | -7.03% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 25,543 | 1,742 | 0.01% | 0.01% | 34 | -170 | -0.66% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,499 | 1,739 | 0.01% | 0.01% | 35 | -338 | -1.31% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Reduced | 23,808 | 1,624 | 0.01% | 0.01% | 36 | -914 | -3.7% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 23,549 | 1,606 | 0.0% | 0.0% | 37 | +9,448 | 67.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,130 | 1,577 | 0.0% | 0.0% | 38 | +3,694 | 19.01% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | Reduced | 21,211 | 1,447 | 0.02% | 0.02% | 39 | -334 | -1.55% | Q2 2026 | Aug 12, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 18,849 | 1,285 | 0.16% | 0.17% | 40 | +121 | 0.65% | Q2 2026 | Jul 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 18,449 | 1,258 | 0.02% | 0.02% | 41 | -2,363 | -11.35% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,848 | 1,217 | 0.0% | 0.0% | 42 | -3,853 | -17.75% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 17,650 | 1,204 | 0.0% | 0.0% | 43 | +7,093 | 67.19% | Q2 2026 | Sep 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 16,798 | 1,146 | 0.02% | 0.02% | 44 | -1,485 | -8.12% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,189 | 1,104 | 0.0% | 0.0% | 45 | -395 | -2.38% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 15,585 | 1,063 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 15,225 | 1,038 | 0.13% | 0.13% | 47 | +577 | 3.94% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 14,860 | 1,013 | 0.01% | 0.01% | 48 | -500 | -3.26% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | Added to | 14,309 | 976 | 0.0% | 0.0% | 49 | +521 | 3.78% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,435 | 942 | 0.0% | 0.0% | 50 | -22,163 | -62.26% | Q2 2026 | Jul 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 12,856 | 877 | 0.08% | 0.11% | 51 | -3,310 | -20.48% | Q2 2026 | Aug 11, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 12,706 | 866 | 0.31% | 0.33% | 52 | -214 | -1.66% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,621 | 861 | 0.0% | 0.01% | 53 | -9,492 | -42.92% | Q2 2026 | Aug 12, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 11,455 | 781 | 0.28% | 0.29% | 54 | -631 | -5.22% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,938 | 746 | 0.01% | 0.01% | 55 | +1,091 | 11.08% | Q2 2026 | Aug 12, 2026 |
| Capstone Wealth Management Group, Inc. | History | New | 9,825 | 670 | 0.4% | — | 56 | +9,825 | New | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 9,716 | 662 | 0.0% | 0.0% | 57 | +853 | 9.62% | Q2 2026 | Aug 13, 2026 |
| Capstone Wealth Management Group LLC | History | No change | 9,825 | 638 | 0.39% | 0.39% | 58 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,213 | 628 | 0.0% | 0.0% | 59 | -1,634 | -15.06% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | Added to | 9,326 | 625 | 0.0% | 0.0% | 60 | +638 | 7.34% | Q2 2026 | Aug 12, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 8,089 | 584 | 0.15% | 0.15% | 61 | +70 | 0.87% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,332 | 568 | 0.0% | 0.0% | 62 | +1,378 | 19.82% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 8,302 | 566 | 0.01% | 0.02% | 63 | +188 | 2.32% | Q2 2026 | Jul 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 8,282 | 564 | 0.0% | 0.0% | 64 | +100 | 1.22% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,272 | 564 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 8,272 | 564 | 0.23% | 0.25% | 66 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 8,180 | 558 | 0.17% | 0.13% | 67 | -123 | -1.48% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,152 | 556 | 0.0% | 0.0% | 68 | -372 | -4.36% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,660 | 522 | 0.0% | 0.0% | 69 | +24 | 0.31% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Group | History | No change | 7,632 | 520 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parvin Asset Management, LLC | History | No change | 7,521 | 513 | 0.4% | 0.35% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,378 | 503 | 0.0% | 0.0% | 72 | -1 | -0.01% | Q2 2026 | Jul 28, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,363 | 502 | 0.03% | 0.04% | 73 | -240 | -3.16% | Q2 2026 | Aug 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 7,262 | 495 | 0.02% | 0.02% | 74 | +16 | 0.22% | Q2 2026 | Jul 23, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 7,214 | 492 | 0.29% | 0.29% | 75 | +569 | 8.56% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,090 | 483 | 0.01% | 0.01% | 76 | +26 | 0.37% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,700 | 457 | 0.12% | 0.13% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | Reduced | 6,665 | 454 | 0.02% | 0.02% | 78 | -248 | -3.59% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,281 | 428 | 0.0% | 0.0% | 79 | -699 | -10.01% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,175 | 421 | 0.02% | — | 80 | +6,175 | New | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | New | 5,974 | 413 | 0.26% | — | 81 | +5,974 | New | Q2 2026 | Jul 09, 2026 |
| Diversify Advisory Services, LLC | History | New | 5,349 | 386 | 0.01% | — | 83 | +5,349 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,349 | 386 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | Added to | 5,601 | 382 | 0.0% | 0.0% | 84 | +580 | 11.55% | Q2 2026 | Aug 11, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 5,333 | 363 | 0.12% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,308 | 362 | 0.01% | 0.01% | 86 | +257 | 5.09% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,271 | 359 | 0.0% | 0.0% | 87 | -211 | -3.85% | Q2 2026 | Aug 18, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,170 | 352 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,152 | 351 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 5,333 | 346 | 0.13% | 0.13% | 90 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,049 | 344 | 0.0% | 0.0% | 91 | +87 | 1.75% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 4,828 | 329 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,712 | 321 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,691 | 320 | 0.0% | 0.0% | 94 | +1,068 | 29.48% | Q2 2026 | Aug 03, 2026 |
| First Heartland Consultants, Inc. | History | No change | 4,655 | 317 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kachkovsky & Fisher, Inc. | History | New | 4,619 | 315 | 0.3% | — | 96 | +4,619 | New | Q2 2026 | Sep 08, 2026 |
| Hudock, Inc. | History | No change | 4,285 | 292 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tyche Wealth Partners LLC | History | No change | 4,225 | 288 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,165 | 284 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 4,062 | 277 | 0.07% | 0.08% | 100 | -533 | -11.6% | Q2 2026 | Jul 21, 2026 |
| MKT Advisors LLC | History | No change | 3,925 | 274 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,829 | 261 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,753 | 257 | 0.01% | 0.01% | 103 | -168 | -4.28% | Q2 2026 | Jul 28, 2026 |
| Aspen Grove Capital, LLC | History | No change | 3,750 | 255 | 0.04% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 3,650 | 249 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | New | 3,630 | 247 | 0.02% | — | 106 | +3,630 | New | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,490 | 238 | 0.0% | 0.0% | 107 | -5 | -0.14% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 3,434 | 234 | 0.06% | 0.07% | 108 | -498 | -12.67% | Q2 2026 | Aug 20, 2026 |
| Well Done, LLC | History | Reduced | 3,302 | 225 | 0.03% | 0.03% | 110 | -14 | -0.42% | Q2 2026 | Jul 24, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,300 | 225 | 0.1% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Simmons Bank | History | Reduced | 3,279 | 223 | 0.01% | 0.01% | 111 | -125 | -3.67% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | New | 3,220 | 219 | 0.0% | — | 112 | +3,220 | New | Q2 2026 | Aug 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 3,182 | 217 | 0.01% | 0.01% | 113 | +2 | 0.06% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 3,147 | 214 | 0.01% | 0.01% | 114 | +20 | 0.64% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 3,109 | 212 | 0.0% | 0.0% | 115 | -651 | -17.31% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 3,113 | 212 | 0.0% | 0.0% | 116 | -237 | -7.07% | Q2 2026 | Aug 18, 2026 |
| Savvy Advisors, Inc. | History | New | 3,078 | 209 | 0.0% | — | 117 | +3,078 | New | Q2 2026 | Aug 03, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 3,056 | 208 | 0.1% | — | 118 | +3,056 | New | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | New | 3,014 | 205 | 0.01% | — | 119 | +3,014 | New | Q2 2026 | Aug 07, 2026 |
| MSH Capital Advisors LLC | History | New | 2,977 | 203 | 0.04% | — | 120 | +2,977 | New | Q2 2026 | Aug 10, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 2,975 | 202 | 0.02% | — | 122 | +2,975 | New | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 2,969 | 202 | 0.01% | — | 121 | +2,969 | New | Q2 2026 | Aug 10, 2026 |
| Investors Research Corp | History | Reduced | 2,714 | 185 | 0.03% | 0.05% | 123 | -1,472 | -35.16% | Q2 2026 | Jul 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,670 | 182 | 0.0% | 0.0% | 124 | -29 | -1.07% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 2,093 | 142 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,011 | 137 | 0.01% | 0.01% | 126 | +1 | 0.05% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | Reduced | 1,962 | 133 | 0.0% | 0.0% | 127 | -84 | -4.11% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,803 | 123 | 0.0% | 0.0% | 128 | +480 | 36.28% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,750 | 119 | 0.0% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,591 | 109 | 0.0% | 0.0% | 130 | +755 | 90.31% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,561 | 106 | 0.0% | — | 131 | +1,561 | New | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 1,466 | 100 | 0.0% | — | 132 | +1,466 | New | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,198 | 81 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,143 | 77 | 0.01% | — | 134 | +1,143 | New | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,117 | 76 | 0.0% | 0.0% | 135 | +359 | 47.36% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,122 | 76 | 0.0% | 0.0% | 136 | +2 | 0.18% | Q2 2026 | Jul 06, 2026 |
| Key FInancial Inc | History | No change | 1,098 | 74 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,000 | 68 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 937 | 63 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 611 | 41 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 600 | 40 | 0.0% | — | 141 | +600 | New | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 553 | 37 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 555 | 37 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 534 | 36 | 0.0% | 0.0% | 144 | -213 | -28.51% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 500 | 34 | 0.0% | 0.0% | 145 | -604 | -54.71% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 500 | 34 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 505 | 34 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 446 | 30 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 380 | 27 | 0.0% | — | 149 | +380 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 350 | 22 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trust Co | History | New | 308 | 21 | 0.0% | — | 151 | +308 | New | Q2 2026 | Jul 10, 2026 |
| Triumph Capital Management | History | Added to | 218 | 14 | 0.0% | 0.0% | 152 | +45 | 26.01% | Q2 2026 | Jul 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 200 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| one8zero8, LLC | History | No change | 195 | 13 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 172 | 11 | 0.0% | — | 155 | +172 | New | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 160 | 10 | 0.0% | 0.0% | 157 | -232 | -59.18% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 149 | 10 | 0.0% | 0.0% | 158 | +2 | 1.36% | Q2 2026 | Jul 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 150 | 10 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | Added to | 130 | 8 | 0.0% | 0.0% | 159 | +91 | 233.33% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | New | 117 | 7 | 0.0% | — | 160 | +117 | New | Q2 2026 | Aug 06, 2026 |
| LifeSteps Financial, Inc. | History | New | 95 | 6 | 0.0% | — | 165 | +95 | New | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | No change | 89 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Register Financial Advisors LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 84 | 5 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 66 | 4 | 0.0% | — | 167 | +66 | New | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 47 | 3 | 0.0% | 0.0% | 168 | +14 | 42.42% | Q2 2026 | Aug 03, 2026 |
| Winthrop Capital Management, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | Added to | 18 | 1 | 0.0% | 0.0% | 170 | +1 | 5.88% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,877 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,794 | -100.0% | Q2 2026 | Aug 05, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Closed out | 0 | 0 | — | 0.18% | — | -4,344 | -100.0% | Q2 2026 | Aug 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,015 | -100.0% | Q2 2026 | Jul 15, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -3,901 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Hibernia Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,592 | -100.0% | Q2 2026 | Jul 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -3,471 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,449 | -100.0% | Q2 2026 | Aug 13, 2026 |
| True Link Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,100 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -642 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Phillip James Consulting Co. | History | Closed out | 0 | 0 | — | 0.01% | — | -550 | -100.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Science Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -405 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Costello Asset Management, INC | History | Reduced | 11 | 0 | — | 0.0% | — | -15 | -57.69% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |