Global X Funds - SHLD
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.
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| 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 | 10,128,782 | 604,789 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 6,990,465 | 418,379 | 2.03% | 2.03% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 5,291,103 | 315,931 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,389,422 | 257,659 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PeakShares LLC | History | No change | 3,973 | 237,228 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,897,587 | 231,370 | 0.28% | 0.28% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,635,394 | 217,069 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,140,770 | 187,535 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,362,699 | 81,366 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,244,427 | 74,304 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,230,452 | 73,470 | 0.62% | 0.62% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 1,172,606 | 70,016 | 0.43% | 0.43% | 12 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 997,148 | 59,542 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 973,435 | 58,124 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 948,362 | 56,626 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 892,482 | 53,290 | 0.25% | 0.25% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOFI WEALTH, LLC | History | No change | 823,592 | 49,176 | 1.98% | 1.98% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 822,724 | 49,124 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 784,067 | 46,816 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Henshaw Capital LLC | History | No change | 759,000 | 45,319 | 1.47% | 1.47% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 699,345 | 41,760 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global X Japan Co., Ltd. | History | No change | 689,061 | 41,143 | 1.51% | 1.51% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 675,460 | 40,331 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 624,679 | 37,299 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 622,078 | 37,144 | 0.25% | 0.25% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 587,492 | 35,079 | 1.27% | 1.27% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 553,219 | 33,032 | 0.3% | 0.3% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascent Group, LLC | History | No change | 444,378 | 26,533 | 0.79% | 0.79% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 435,066 | 25,978 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 414,262 | 24,735 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 413,512 | 24,690 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 389,073 | 23,231 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 358,058 | 23,048 | 1.36% | 1.36% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 365,846 | 21,844 | 0.47% | 0.47% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 364,559 | 21,767 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 355,947 | 21,253 | 1.05% | 1.05% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Goldstein Advisors, LLC | History | No change | 335,543 | 20,035 | 1.83% | 1.83% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 327,597 | 19,560 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Shepherd Financial Partners LLC | History | No change | 297,514 | 17,764 | 1.46% | 1.46% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 295,524 | 17,645 | 0.2% | 0.2% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 281,535 | 16,810 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 267,424 | 15,967 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 259,995 | 15,620 | 0.89% | 0.84% | 43 | +16,757 | 6.89% | Q3 2026 | Oct 09, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 245,627 | 14,712 | 0.6% | 0.6% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 227,846 | 13,604 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 224,449 | 13,401 | 1.33% | 1.33% | 46 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 220,193 | 13,147 | 1.54% | 1.54% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 219,730 | 13,120 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 213,508 | 12,532 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 202,340 | 12,387 | 1.63% | 1.63% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| West Wealth Group, LLC | History | No change | 204,917 | 12,235 | 2.0% | 2.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KWB Wealth | History | No change | 204,879 | 12,233 | 1.05% | 1.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 198,994 | 11,881 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 197,160 | 11,772 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Decker Wealth Management LLC | History | Reduced | 193,024 | 11,596 | 2.35% | 2.45% | 55 | -334 | -0.17% | Q3 2026 | Oct 09, 2026 |
| EQ LLC | History | No change | 191,016 | 11,405 | 2.8% | 2.8% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 187,085 | 11,170 | 0.97% | 0.97% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 174,549 | 11,164 | 0.74% | 0.74% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 184,568 | 11,020 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 172,055 | 10,980 | 1.26% | 1.26% | 60 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 180,254 | 10,762 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 178,386 | 10,651 | 0.17% | 0.17% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 172,567 | 10,303 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| EWA, LLC | History | No change | 170,302 | 10,168 | 1.86% | 1.86% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 169,122 | 10,098 | 1.21% | 1.21% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 168,153 | 10,040 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 165,561 | 9,885 | 1.09% | 1.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Security Financial Services, INC. | History | No change | 162,500 | 9,702 | 1.35% | 1.35% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 158,324 | 9,453 | 1.52% | 1.52% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 149,135 | 9,397 | 0.91% | 0.91% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kelly Financial Services LLC | History | No change | 157,258 | 9,389 | 2.01% | 2.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 155,372 | 9,277 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 154,389 | 9,218 | 2.09% | 2.09% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stonebrook Private Inc. | History | No change | 153,572 | 9,169 | 1.67% | 1.67% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 149,904 | 8,950 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 147,408 | 8,801 | 0.44% | 0.44% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| POTENTIA WEALTH | History | No change | 143,846 | 8,589 | 3.52% | 3.52% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 142,860 | 8,583 | 0.06% | 0.07% | 78 | -16,300 | -10.24% | Q3 2026 | Oct 08, 2026 |
| Keystone Financial Group | History | No change | 139,364 | 8,321 | 0.49% | 0.49% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plancorp, LLC | History | No change | 136,498 | 8,254 | 0.2% | 0.2% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 137,010 | 7,999 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 131,078 | 7,868 | 0.9% | 0.9% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Embree Financial Group | History | No change | 130,116 | 7,769 | 0.78% | 0.78% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 129,990 | 7,761 | 0.16% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | No change | 129,675 | 7,742 | 1.43% | 1.43% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 128,904 | 7,696 | 0.7% | 0.7% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 127,758 | 7,628 | 3.1% | 3.1% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | No change | 126,408 | 7,547 | 1.12% | 1.12% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MA Private Wealth | History | No change | 125,366 | 7,485 | 1.11% | 1.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| One Wealth Advisors, LLC | History | No change | 122,090 | 7,289 | 0.8% | 0.8% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 121,707 | 7,265 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sharkey, Howes & Javer | History | No change | 113,048 | 6,750 | 0.81% | 0.81% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ONE Advisory Partners, LLC | History | No change | 111,594 | 6,663 | 1.81% | 1.81% | 93 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 110,759 | 6,613 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stokes Family Office, LLC | History | No change | 110,071 | 6,572 | 0.77% | 0.77% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgelight Financial Advisors, Inc. | History | No change | 109,512 | 6,538 | 4.48% | 4.48% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 107,740 | 6,433 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 104,905 | 6,263 | 0.12% | 0.12% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | No change | 104,030 | 6,211 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buttonwood Financial Group, LLC | History | No change | 103,100 | 6,156 | 3.52% | 3.52% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 101,933 | 6,086 | 3.13% | 3.13% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 101,207 | 6,043 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 99,296 | 5,928 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 98,779 | 5,898 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 98,691 | 5,894 | 0.39% | 0.39% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | No change | 98,551 | 5,884 | 2.01% | 2.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Frisch Financial Group, Inc. | History | No change | 95,909 | 5,734 | 0.98% | 0.98% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 93,123 | 5,560 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millington Financial Advisors, LLC | History | No change | 92,445 | 5,552 | 2.18% | 2.18% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 92,936 | 5,549 | 1.34% | 1.34% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 92,441 | 5,519 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JT Stratford LLC | History | No change | 90,833 | 5,423 | 0.59% | 0.59% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 90,329 | 5,393 | 1.52% | 1.52% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 89,824 | 5,363 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, LLC | History | No change | 87,750 | 5,239 | 0.78% | 0.78% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avid Wealth Partners LLC | History | No change | 86,848 | 5,186 | 2.51% | 2.51% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Capital Management, LLC | History | No change | 86,304 | 5,153 | 0.75% | 0.75% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 86,155 | 5,144 | 1.62% | 1.62% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Steelhead Wealth Management LLC | History | No change | 85,382 | 5,098 | 2.05% | 2.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 85,039 | 5,077 | 1.51% | 1.51% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Claro Advisors Inc. | History | No change | 84,077 | 5,020 | 0.53% | 0.53% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 81,970 | 4,909 | 0.61% | 0.61% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Phoenix Financial Ltd. | History | No change | 82,629 | 4,895 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 81,899 | 4,890 | 0.44% | 0.44% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 81,834 | 4,886 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 80,541 | 4,809 | 1.23% | 1.23% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 79,666 | 4,756 | 0.48% | 0.48% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 77,089 | 4,603 | 0.42% | 0.42% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | No change | 75,519 | 4,509 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 75,046 | 4,480 | 0.91% | 0.91% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TSA Wealth Managment LLC | History | No change | 74,550 | 4,451 | 1.26% | 1.26% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCMORGAN & CO LLC | History | No change | 74,179 | 4,429 | 0.67% | 0.67% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 73,716 | 4,401 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apeiron RIA LLC | History | Added to | 73,119 | 4,397 | 1.0% | 0.72% | 134 | +26,211 | 55.88% | Q3 2026 | Oct 08, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 71,934 | 4,295 | 0.42% | 0.42% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SEI INVESTMENTS CO | History | No change | 71,610 | 4,275 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Wealth Services, LLC | History | No change | 70,822 | 4,228 | 0.52% | 0.52% | 137 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 70,250 | 4,194 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| May Hill Capital, LLC | History | No change | 69,711 | 4,162 | 0.87% | 0.87% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 69,334 | 4,139 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 68,100 | 4,114 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 67,972 | 4,058 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 67,542 | 4,045 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| M1 Capital Management LLC | History | No change | 65,360 | 3,902 | 1.44% | 1.44% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 64,926 | 3,876 | 3.28% | 3.28% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 64,482 | 3,862 | 0.86% | 0.86% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Town Capital LLC | History | No change | 64,431 | 3,847 | 2.44% | 2.44% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Skyline Advisors, Inc. | History | No change | 63,061 | 3,765 | 1.18% | 1.18% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GTS SECURITIES LLC | History | No change | 62,946 | 3,758 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 60,537 | 3,625 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 60,000 | 3,582 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 59,702 | 3,565 | 0.77% | 0.77% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 59,521 | 3,554 | 0.3% | 0.3% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 57,824 | 3,452 | 0.65% | 0.65% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | No change | 57,274 | 3,419 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| A4 Wealth Advisors LLC | History | No change | 57,062 | 3,407 | 2.26% | 2.26% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 56,783 | 3,390 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 56,725 | 3,387 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 55,798 | 3,331 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tepp RIA, LLC | History | No change | 55,767 | 3,329 | 2.26% | 2.26% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SWP FINANCIAL LLC | History | No change | 55,023 | 3,285 | 1.52% | 1.52% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 54,918 | 3,279 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Advisors, LLC | History | No change | 54,883 | 3,277 | 1.53% | 1.53% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 51,433 | 3,253 | 0.78% | 0.78% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 53,909 | 3,218 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trek Financial, LLC | History | No change | 52,965 | 3,162 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 52,722 | 3,148 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 52,688 | 3,146 | 0.27% | 0.27% | 168 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 52,397 | 3,128 | 0.29% | 0.29% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Gen-Wealth Partners Inc | History | No change | 51,829 | 3,094 | 0.86% | 0.86% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 50,697 | 3,027 | 0.71% | 0.71% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 50,176 | 2,996 | 0.58% | 0.58% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | No change | 49,927 | 2,981 | 1.14% | 1.14% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 48,464 | 2,911 | 1.52% | 0.98% | 174 | +18,914 | 64.01% | Q3 2026 | Oct 08, 2026 |
| Schwallier Wealth Management LLC | History | No change | 47,890 | 2,859 | 1.81% | 1.81% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 47,637 | 2,844 | 1.27% | 1.27% | 176 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mutual Advisors, LLC | History | No change | 47,587 | 2,841 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 46,893 | 2,799 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 46,753 | 2,791 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 45,868 | 2,738 | 0.43% | 0.43% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Solstein Capital, LLC | History | No change | 44,211 | 2,639 | 0.9% | 0.9% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 43,688 | 2,608 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 43,675 | 2,607 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 43,037 | 2,569 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 42,502 | 2,537 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 42,455 | 2,534 | 0.13% | 0.13% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 41,671 | 2,494 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 41,784 | 2,494 | 2.11% | 2.11% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 41,598 | 2,483 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 41,598 | 2,483 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Peak Wealth Management LLC | History | No change | 41,050 | 2,451 | 1.72% | 1.72% | 191 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| World Investment Advisors | History | No change | 34,494 | 2,407 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 39,056 | 2,390 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bedminster, LLC | History | No change | 39,686 | 2,369 | 2.02% | 2.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | No change | 39,198 | 2,340 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 39,050 | 2,331 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 37,760 | 2,254 | 1.26% | 1.26% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | No change | 37,631 | 2,246 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 36,957 | 2,206 | 0.16% | 0.16% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 36,809 | 2,197 | 0.34% | 0.34% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 36,656 | 2,188 | 0.62% | 0.62% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 36,448 | 2,176 | 0.24% | 0.24% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 36,344 | 2,170 | 0.59% | 0.59% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HERBST GROUP, LLC | History | No change | 36,291 | 2,166 | 1.18% | 1.18% | 204 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Tyche Wealth Partners LLC | History | No change | 36,133 | 2,157 | 0.3% | 0.3% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 35,934 | 2,145 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inscription Capital, LLC | History | No change | 35,338 | 2,110 | 0.19% | 0.19% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WT Wealth Management | History | No change | 35,235 | 2,103 | 0.58% | 0.58% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 35,209 | 2,102 | 0.65% | 0.65% | 209 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SMITH, MOORE & CO. | History | No change | 34,930 | 2,085 | 0.14% | 0.14% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 34,758 | 2,075 | 0.64% | 0.64% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accel Wealth Management | History | No change | 34,597 | 2,065 | 0.46% | 0.46% | 212 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 34,560 | 2,063 | 0.2% | 0.2% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 34,159 | 2,052 | 0.06% | 0.05% | 214 | +1,022 | 3.08% | Q3 2026 | Oct 08, 2026 |
| Bison Wealth, LLC | History | No change | 30,978 | 2,008 | 0.18% | 0.18% | 215 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK HAPOALIM BM | History | No change | 33,566 | 2,004 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 33,545 | 2,002 | 1.88% | 1.88% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hopwood Nicholas Hunter | History | No change | 33,339 | 1,990 | 0.55% | 0.55% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chatterton & Associates Inc. | History | No change | 32,011 | 1,967 | 1.16% | 1.16% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Black Swift Group, LLC | History | No change | 32,780 | 1,957 | 0.28% | 0.28% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 32,769 | 1,956 | 1.04% | 1.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 32,385 | 1,933 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ArborFi Advisors, LLC | History | No change | 32,270 | 1,926 | 1.4% | 1.4% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 32,222 | 1,923 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maia Wealth LLC | History | No change | 32,150 | 1,919 | 0.28% | 0.28% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 31,488 | 1,880 | 0.96% | 0.96% | 226 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 31,398 | 1,874 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARWA LLC | History | No change | 31,226 | 1,870 | 0.78% | 0.78% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 31,207 | 1,863 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 30,559 | 1,824 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 30,383 | 1,814 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IHT Wealth Management, LLC | History | No change | 30,071 | 1,795 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 29,378 | 1,754 | 0.34% | 0.34% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owen LaRue, LLC | History | No change | 29,210 | 1,744 | 0.61% | 0.61% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Csenge Advisory Group | History | No change | 29,195 | 1,743 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Redwood Investment Management, LLC | History | No change | 28,516 | 1,703 | 0.17% | 0.17% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 28,515 | 1,702 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Carter Financial Group, INC. | History | No change | 27,386 | 1,640 | 0.85% | 0.85% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Partners Group, Inc | History | No change | 27,142 | 1,620 | 0.16% | 0.16% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthPoint Financial, LLC | History | No change | 27,041 | 1,614 | 1.18% | 1.18% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 26,675 | 1,592 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 26,557 | 1,585 | 0.51% | 0.51% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,160 | 1,562 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 26,087 | 1,557 | 0.88% | 0.88% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brookstone Capital Management | History | No change | 25,844 | 1,543 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 25,494 | 1,522 | 0.64% | 0.64% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 25,419 | 1,517 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 24,792 | 1,480 | 0.71% | 0.71% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THEORY FINANCIAL LLC | History | No change | 24,468 | 1,460 | 0.46% | 0.46% | 249 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 24,349 | 1,453 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Advisors, LLC | History | No change | 24,295 | 1,450 | 0.22% | 0.22% | 251 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bull Harbor Capital LLC | History | No change | 24,055 | 1,436 | 0.28% | 0.28% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 23,015 | 1,408 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Terra Nova Asset Management LLC | History | No change | 23,273 | 1,389 | 0.85% | 0.85% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 22,660 | 1,353 | 0.09% | 0.09% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthTrak Capital Management LLC | History | No change | 22,441 | 1,339 | 0.88% | 0.88% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 22,136 | 1,322 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 21,990 | 1,313 | 0.27% | 0.27% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 21,790 | 1,301 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| XY Planning Network, Inc. | History | No change | 21,499 | 1,283 | 0.16% | 0.16% | 260 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 21,384 | 1,276 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 21,284 | 1,271 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Balefire, LLC | History | Added to | 21,052 | 1,264 | 0.2% | 0.18% | 263 | +2,367 | 12.67% | Q3 2026 | Oct 09, 2026 |
| Curran Financial Partners, LLC | History | No change | 20,970 | 1,252 | 0.19% | 0.19% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 20,693 | 1,235 | 0.14% | 0.14% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 20,580 | 1,228 | 0.13% | 0.13% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 20,328 | 1,213 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 20,307 | 1,212 | 0.14% | 0.14% | 268 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meridian Wealth Management, LLC | History | No change | 20,178 | 1,204 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | No change | 20,100 | 1,200 | 1.02% | 1.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 20,100 | 1,200 | 1.02% | 1.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 19,761 | 1,179 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advyzon Investment Management, LLC | History | No change | 19,706 | 1,176 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 19,462 | 1,162 | 0.23% | 0.23% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 5T Wealth, LLC | History | No change | 19,360 | 1,156 | 0.43% | 0.43% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vantage Point Financial LLC | History | No change | 19,326 | 1,153 | 0.35% | 0.35% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | No change | 19,259 | 1,149 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 19,237 | 1,148 | 0.66% | 0.66% | 278 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DV EQUITIES, LLC | History | No change | 18,776 | 1,121 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balboa Wealth Partners | History | No change | 18,639 | 1,112 | 0.15% | 0.15% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 18,492 | 1,110 | 0.03% | 0.02% | 281 | +6,383 | 52.71% | Q3 2026 | Oct 08, 2026 |
| MAI Capital Management | History | No change | 18,578 | 1,109 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 18,362 | 1,093 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 18,063 | 1,078 | 0.91% | 0.91% | 284 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPLAN Partners, LLC | History | No change | 18,039 | 1,077 | 0.21% | 0.21% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 18,018 | 1,075 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GatePass Capital, LLC | History | No change | 17,674 | 1,055 | 0.4% | 0.4% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cresset Asset Management, LLC | History | No change | 17,486 | 1,046 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 17,324 | 1,034 | 0.26% | 0.26% | 289 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 17,173 | 1,025 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arrowroot Family Office, LLC | History | No change | 17,058 | 1,018 | 0.29% | 0.29% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 16,918 | 1,010 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y.D. More Investments Ltd | History | No change | 16,804 | 1,003 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | History | No change | 16,756 | 1,000 | 0.03% | 0.03% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 16,519 | 986 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 16,308 | 973 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 16,205 | 967 | 0.6% | 0.6% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 16,060 | 958 | 0.37% | 0.37% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | No change | 14,768 | 943 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 15,333 | 915 | 0.09% | 0.09% | 300 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |