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 | No change | 1,669,171 | 113,870 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,044,484 | 71,254 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 620,757 | 42,348 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 324,450 | 22,133 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 301,972 | 20,600 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 271,571 | 18,526 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 182,609 | 12,455 | 0.02% | 0.02% | 7 | -6,507 | -3.44% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 156,619 | 10,685 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 138,549 | 9,451 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 116,292 | 7,932 | 4.62% | 4.32% | 10 | +7,739 | 7.13% | Q3 2026 | Oct 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 99,222 | 6,769 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 93,907 | 6,405 | 0.8% | 0.79% | 12 | -189 | -0.2% | Q3 2026 | Oct 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 73,817 | 5,035 | 0.14% | 0.14% | 13 | +818 | 1.12% | Q3 2026 | Oct 13, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 70,129 | 4,784 | 2.05% | 2.05% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 64,665 | 4,411 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 63,271 | 4,316 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 59,085 | 4,030 | 0.07% | 0.08% | 17 | -2,022 | -3.31% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 57,593 | 3,994 | 0.01% | 0.0% | 18 | +44,158 | 328.68% | Q3 2026 | Oct 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 51,633 | 3,522 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 47,782 | 3,259 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 46,567 | 3,176 | 0.09% | 0.1% | 21 | +62 | 0.13% | Q3 2026 | Nov 05, 2026 |
| Cetera Investment Advisers | History | No change | 45,521 | 3,105 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 44,643 | 3,045 | 0.6% | 0.6% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 44,256 | 3,019 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 43,185 | 2,990 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 41,570 | 2,836 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 38,773 | 2,645 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 36,829 | 2,512 | 0.73% | 0.76% | 28 | -197 | -0.53% | Q3 2026 | Oct 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 35,174 | 2,399 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 32,521 | 2,218 | 0.67% | 0.7% | 30 | -510 | -1.54% | Q3 2026 | Oct 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,412 | 2,142 | 0.01% | 0.01% | 31 | +768 | 2.51% | Q3 2026 | Nov 02, 2026 |
| Sage Capital Management, LLC | History | Added to | 28,530 | 1,946 | 0.74% | 0.76% | 32 | +149 | 0.52% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,604 | 1,746 | 0.0% | 0.0% | 33 | -1,333 | -4.95% | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 25,535 | 1,743 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 25,543 | 1,742 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 25,499 | 1,739 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 23,808 | 1,624 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 23,549 | 1,606 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,130 | 1,577 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 21,211 | 1,447 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 18,965 | 1,307 | 0.15% | 0.16% | 41 | +116 | 0.62% | Q3 2026 | Oct 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 17,910 | 1,221 | 0.01% | 0.02% | 42 | -539 | -2.92% | Q3 2026 | Oct 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,848 | 1,217 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,650 | 1,204 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | No change | 16,189 | 1,104 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 15,640 | 1,066 | 0.13% | 0.13% | 46 | +415 | 2.73% | Q3 2026 | Oct 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 15,585 | 1,063 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 14,456 | 986 | 0.01% | 0.01% | 48 | -404 | -2.72% | Q3 2026 | Oct 16, 2026 |
| FMR LLC | History | No change | 14,309 | 976 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 12,856 | 877 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Madden Advisory Services, Inc. | History | No change | 12,706 | 866 | 0.31% | 0.31% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,621 | 861 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BKM Wealth Management, LLC | History | Added to | 12,466 | 850 | 0.27% | 0.28% | 53 | +1,011 | 8.83% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,938 | 746 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capstone Wealth Management Group, Inc. | History | Added to | 9,885 | 674 | 0.4% | 0.4% | 55 | +60 | 0.61% | Q3 2026 | Oct 19, 2026 |
| Creative Planning | History | Reduced | 9,705 | 661 | 0.0% | 0.0% | 56 | -11 | -0.11% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,213 | 628 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Wealth | History | No change | 9,326 | 625 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,147 | 623 | 0.0% | 0.0% | 59 | +865 | 10.44% | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,332 | 568 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,302 | 566 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,272 | 564 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 8,272 | 564 | 0.23% | 0.23% | 63 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 8,180 | 558 | 0.17% | 0.17% | 64 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 8,155 | 556 | 0.15% | 0.15% | 66 | +66 | 0.82% | Q3 2026 | Oct 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 8,152 | 556 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 7,660 | 522 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Group | History | No change | 7,632 | 520 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,572 | 516 | 0.0% | 0.0% | 69 | +194 | 2.63% | Q3 2026 | Oct 30, 2026 |
| Parvin Asset Management, LLC | History | No change | 7,521 | 513 | 0.4% | 0.4% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 7,363 | 502 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 7,276 | 496 | 0.28% | 0.29% | 72 | +62 | 0.86% | Q3 2026 | Oct 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,262 | 495 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,114 | 485 | 0.01% | 0.01% | 74 | +24 | 0.34% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,700 | 457 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PFG Investments, LLC | History | No change | 6,665 | 454 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,281 | 428 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,175 | 421 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 5,974 | 413 | 0.26% | 0.26% | 79 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allworth Financial LP | History | No change | 5,601 | 382 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 5,349 | 377 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 5,349 | 377 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 5,333 | 363 | 0.12% | 0.12% | 83 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,271 | 359 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 5,170 | 352 | 0.06% | 0.05% | 85 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,152 | 351 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 5,049 | 344 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,015 | 342 | 0.01% | 0.01% | 88 | -293 | -5.52% | Q3 2026 | Oct 21, 2026 |
| Convergence Financial, LLC | History | New | 4,967 | 338 | 0.05% | — | 89 | +4,967 | New | Q3 2026 | Oct 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,708 | 321 | 0.0% | 0.0% | 90 | +17 | 0.36% | Q3 2026 | Oct 26, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 4,712 | 321 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kachkovsky & Fisher, Inc. | History | Added to | 4,661 | 317 | 0.29% | 0.3% | 93 | +42 | 0.91% | Q3 2026 | Oct 21, 2026 |
| First Heartland Consultants, Inc. | History | No change | 4,655 | 317 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,624 | 315 | 0.0% | 0.0% | 94 | -204 | -4.23% | Q3 2026 | Nov 04, 2026 |
| Hudock, Inc. | History | No change | 4,285 | 292 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tyche Wealth Partners LLC | History | No change | 4,225 | 288 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,143 | 282 | 0.02% | 0.02% | 97 | -22 | -0.53% | Q3 2026 | Oct 20, 2026 |
| MKT Advisors LLC | History | No change | 3,925 | 272 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,829 | 261 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,753 | 257 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 3,762 | 256 | 0.07% | 0.07% | 101 | -300 | -7.39% | Q3 2026 | Oct 27, 2026 |
| Aspen Grove Capital, LLC | History | No change | 3,750 | 255 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 3,630 | 247 | 0.01% | 0.02% | 103 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Advisory Services Network, LLC | History | No change | 3,490 | 238 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 3,320 | 226 | 0.06% | 0.06% | 105 | -114 | -3.32% | Q3 2026 | Oct 13, 2026 |
| Well Done, LLC | History | Added to | 3,306 | 225 | 0.03% | 0.03% | 107 | +4 | 0.12% | Q3 2026 | Oct 20, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 3,300 | 225 | 0.11% | 0.1% | 106 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Simmons Bank | History | No change | 3,279 | 223 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | No change | 3,220 | 219 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,182 | 217 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 3,174 | 216 | 0.01% | 0.01% | 111 | +27 | 0.86% | Q3 2026 | Oct 29, 2026 |
| McAdam, LLC | History | New | 3,130 | 213 | 0.01% | — | 112 | +3,130 | New | Q3 2026 | Oct 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,109 | 212 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,113 | 212 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,078 | 209 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 3,056 | 208 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 2,969 | 202 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 2,975 | 202 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,670 | 182 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investors Research Corp | History | Reduced | 2,164 | 147 | 0.03% | 0.03% | 120 | -550 | -20.27% | Q3 2026 | Oct 07, 2026 |
| Ancora Advisors LLC | History | No change | 2,093 | 142 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 2,015 | 137 | 0.0% | 0.0% | 122 | +53 | 2.7% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,913 | 130 | 0.0% | 0.0% | 123 | +110 | 6.1% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,870 | 127 | 0.01% | 0.01% | 124 | -141 | -7.01% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,750 | 119 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,591 | 109 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,561 | 106 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 1,466 | 100 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,198 | 81 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Edgemoor Investment Advisors, Inc. | History | New | 1,147 | 78 | 0.01% | — | 130 | +1,147 | New | Q3 2026 | Nov 03, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,143 | 77 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,117 | 76 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,122 | 76 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Key FInancial Inc | History | No change | 1,098 | 74 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,000 | 68 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 937 | 63 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 611 | 41 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 600 | 40 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 553 | 37 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 555 | 37 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 534 | 36 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 500 | 34 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 500 | 34 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 505 | 34 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 446 | 30 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 380 | 25 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Trust Co | History | No change | 308 | 21 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Next Level Wealth Planning, LLC | History | New | 300 | 20 | 0.01% | — | 148 | +300 | New | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | Added to | 222 | 15 | 0.0% | 0.0% | 149 | +92 | 70.77% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | No change | 218 | 14 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 200 | 13 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| one8zero8, LLC | History | No change | 195 | 13 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 172 | 11 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 150 | 10 | 0.0% | 0.0% | 155 | +1 | 0.67% | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 160 | 10 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 117 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Register Financial Advisors LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 84 | 5 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 66 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 40 | 2 | 0.0% | — | 164 | +40 | New | Q3 2026 | Nov 04, 2026 |
| Winthrop Capital Management, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -16,798 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Connecticut Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,650 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,014 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,977 | -100.0% | Q3 2026 | Nov 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Oct 14, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 30, 2026 |
| Bogart Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Costello Asset Management, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |