Amplify ETF Trust - SILJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,513,283 | 220,664 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,468,251 | 167,657 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,270,500 | 136,611 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 2,828,552 | 73,316 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 2,621,913 | 67,959 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 1,790,422 | 46,407 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,675,300 | 43,423 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,476,796 | 38,278 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,393,342 | 36,115 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 1,186,088 | 30,743 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Electrum Group LLC | History | No change | 777,615 | 20,155 | 0.6% | 0.6% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 730,903 | 19,939 | 8.34% | 5.35% | 12 | +252,746 | 52.86% | Q3 2026 | Oct 16, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 720,882 | 18,685 | 1.38% | 1.38% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 515,900 | 13,372 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewGen Asset Management Ltd | History | No change | 500,000 | 12,960 | 5.34% | 5.34% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corecam Pte. Ltd. | History | Added to | 436,240 | 11,900 | 4.96% | 4.17% | 16 | +11,240 | 2.64% | Q3 2026 | Oct 23, 2026 |
| Grand Central Investment Group | History | Reduced | 391,466 | 10,679 | 8.23% | 8.55% | 17 | -2,837 | -0.72% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 341,581 | 8,853 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 334,226 | 8,663 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 309,600 | 8,445 | 0.82% | 0.76% | 20 | +17,000 | 5.81% | Q3 2026 | Nov 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 308,194 | 7,988 | 0.3% | 0.3% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 286,160 | 7,417 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 257,672 | 7,029 | 0.03% | 0.02% | 23 | -19,328 | -6.98% | Q3 2026 | Oct 16, 2026 |
| Kovack Advisors, Inc. | History | No change | 250,504 | 6,490 | 0.31% | 0.31% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cedrus Wealth Group LLC | History | No change | 244,977 | 6,349 | 5.54% | 5.54% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McAlvany Wealth Management LLC | History | Added to | 232,613 | 6,345 | 3.85% | 3.34% | 26 | +60,218 | 34.93% | Q3 2026 | Oct 29, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 216,534 | 5,907 | 1.09% | 1.0% | 27 | +864 | 0.4% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 213,329 | 5,819 | 0.01% | 0.01% | 28 | +10,021 | 4.93% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 223,911 | 5,803 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 223,789 | 5,800 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nokomis Capital, L.L.C. | History | No change | 215,126 | 5,576 | 1.92% | 1.92% | 31 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 201,555 | 5,224 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 201,007 | 5,210 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corecam AG | History | Reduced | 189,150 | 5,160 | 4.92% | 4.25% | 34 | -2,600 | -1.36% | Q3 2026 | Oct 28, 2026 |
| HighTower Advisors, LLC | History | No change | 195,912 | 5,078 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 193,900 | 5,025 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 178,065 | 4,615 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 195,972 | 4,536 | 0.08% | 0.1% | 38 | +4,000 | 2.08% | Q3 2026 | Oct 26, 2026 |
| ROYAL BANK OF CANADA | History | No change | 172,447 | 4,470 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 169,714 | 4,398 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CMC Financial Group | History | No change | 160,557 | 4,161 | 8.06% | 8.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 159,279 | 4,128 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 146,694 | 4,001 | 0.17% | 0.17% | 43 | -203 | -0.14% | Q3 2026 | Oct 28, 2026 |
| Bitwise Funds Trust | History | No change | 147,223 | 3,816 | 0.84% | 0.84% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 138,251 | 3,583 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 138,000 | 3,576 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Realta Investment Advisors | History | No change | 121,296 | 3,308 | 0.97% | 0.98% | 47 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 123,200 | 3,193 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 118,148 | 3,062 | 0.34% | 0.34% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Risk Paradigm Group, LLC | History | No change | 115,941 | 3,005 | 2.36% | 2.36% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 115,402 | 2,991 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 106,226 | 2,897 | 0.03% | 0.03% | 52 | +4,588 | 4.51% | Q3 2026 | Oct 30, 2026 |
| Thompson David Blair | History | No change | 111,167 | 2,881 | 1.44% | 1.44% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| W1M Asset Management Ltd | History | No change | 100,000 | 2,591 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 92,054 | 2,511 | 0.01% | 0.0% | 55 | +16,065 | 21.14% | Q3 2026 | Nov 02, 2026 |
| Apriem Advisors | History | No change | 95,000 | 2,462 | 0.21% | 0.21% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 94,000 | 2,436 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 93,384 | 2,420 | 0.12% | 0.12% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 84,172 | 2,181 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | Added to | 79,354 | 2,164 | 0.19% | 0.21% | 60 | +1,471 | 1.89% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 83,210 | 2,156 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 72,400 | 1,975 | 0.1% | 0.1% | 62 | -100 | -0.14% | Q3 2026 | Nov 03, 2026 |
| RIA Advisory Group LLC | History | Added to | 72,129 | 1,967 | 0.56% | 0.4% | 63 | +300 | 0.42% | Q3 2026 | Oct 15, 2026 |
| Rathbones Group PLC | History | No change | 75,850 | 1,966 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Shay Capital LLC | History | No change | 71,651 | 1,857 | 0.12% | 0.12% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fore Capital, LLC | History | No change | 71,000 | 1,840 | 0.54% | 0.54% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jump Financial, LLC | History | No change | 70,057 | 1,815 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 63,846 | 1,741 | 0.02% | 0.02% | 68 | +13,130 | 25.89% | Q3 2026 | Oct 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 64,738 | 1,678 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 60,823 | 1,659 | 0.16% | 0.15% | 70 | +3,661 | 6.4% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 60,425 | 1,566 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 56,660 | 1,545 | 0.12% | 0.11% | 72 | +1,344 | 2.43% | Q3 2026 | Oct 05, 2026 |
| Tactive Advisors, LLC | History | Added to | 56,440 | 1,539 | 0.37% | 0.31% | 73 | +8,180 | 16.95% | Q3 2026 | Oct 08, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 52,164 | 1,423 | 0.35% | 0.47% | 74 | +1,864 | 3.71% | Q3 2026 | Oct 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 61,390 | 1,380 | 0.02% | 0.0% | 75 | +53,417 | 669.97% | Q3 2026 | Nov 04, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 51,605 | 1,337 | 0.3% | 0.3% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 50,760 | 1,315 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 49,869 | 1,292 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 44,801 | 1,222 | 0.03% | 0.01% | 79 | +29,896 | 200.58% | Q3 2026 | Oct 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 45,683 | 1,184 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Reduced | 42,388 | 1,156 | 0.01% | 0.01% | 81 | -2,376 | -5.31% | Q3 2026 | Oct 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 43,191 | 1,119 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 41,676 | 1,080 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 37,876 | 1,033 | 0.0% | 0.0% | 84 | +2,533 | 7.17% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 35,919 | 979 | 0.0% | 0.0% | 85 | -190,130 | -84.11% | Q3 2026 | Nov 04, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 34,631 | 944 | 0.08% | 0.08% | 86 | -365 | -1.04% | Q3 2026 | Nov 02, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 32,842 | 895 | 0.13% | 0.2% | 87 | -15,256 | -31.72% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,496 | 859 | 0.01% | 0.01% | 88 | +1,800 | 6.06% | Q3 2026 | Oct 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 30,855 | 841 | 0.06% | 0.12% | 90 | -37,095 | -54.59% | Q3 2026 | Oct 13, 2026 |
| MAI Capital Management | History | No change | 32,472 | 841 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 32,370 | 839 | 0.15% | 0.15% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 31,173 | 806 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 28,643 | 781 | 0.51% | 0.47% | 93 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fielder Capital Group LLC | History | No change | 30,034 | 778 | 0.17% | 0.17% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 30,006 | 777 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SlateStone Wealth, LLC | History | No change | 29,665 | 769 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 27,928 | 761 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Mountain Lake Investment Management LLC | History | No change | 29,320 | 759 | 0.47% | 0.47% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 28,976 | 751 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 28,345 | 734 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 28,097 | 728 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guild Investment Management, Inc. | History | No change | 26,000 | 709 | 0.45% | 0.46% | 102 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,919 | 697 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 26,449 | 685 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LMR Partners LLP | History | No change | 26,435 | 685 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 24,800 | 676 | 0.01% | 0.01% | 106 | -1,050 | -4.06% | Q3 2026 | Oct 21, 2026 |
| WEXFORD CAPITAL LP | History | No change | 25,402 | 658 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,635 | 612 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veracity Capital LLC | History | Added to | 22,001 | 600 | 0.16% | 0.11% | 109 | +6,854 | 45.25% | Q3 2026 | Oct 08, 2026 |
| Belvedere Trading LLC | History | Added to | 21,503 | 586 | 0.0% | 0.0% | 110 | +10,207 | 90.36% | Q3 2026 | Nov 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 22,424 | 581 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 20,596 | 561 | 0.09% | 0.09% | 112 | -2,200 | -9.65% | Q3 2026 | Oct 13, 2026 |
| SPROTT INC. | History | No change | 21,376 | 554 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20,573 | 533 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 20,028 | 519 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 19,200 | 497 | 0.14% | 0.14% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,745 | 459 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | Added to | 16,671 | 454 | 0.0% | 0.0% | 118 | +4,520 | 37.2% | Q3 2026 | Nov 02, 2026 |
| FIDUCIARY TRUST CO | History | No change | 17,497 | 453 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,353 | 449 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 17,259 | 447 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 15,133 | 412 | 0.03% | 0.04% | 122 | -1,491 | -8.97% | Q3 2026 | Oct 28, 2026 |
| Ballew Advisors, Inc | History | Added to | 15,000 | 408 | 0.2% | 0.2% | 123 | +500 | 3.45% | Q3 2026 | Oct 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 14,790 | 383 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 13,984 | 362 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 13,100 | 357 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 13,000 | 354 | 0.04% | — | 127 | +13,000 | New | Q3 2026 | Oct 16, 2026 |
| StoneX Group Inc. | History | Added to | 12,741 | 346 | 0.01% | 0.01% | 128 | +1,355 | 11.9% | Q3 2026 | Nov 03, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 14,025 | 346 | 0.02% | 0.02% | 129 | -50 | -0.36% | Q3 2026 | Oct 15, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 12,583 | 343 | 0.26% | 0.28% | 130 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,157 | 341 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 12,814 | 332 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,946 | 325 | 0.0% | — | 134 | +11,946 | New | Q3 2026 | Oct 16, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 11,921 | 325 | 0.39% | 0.34% | 133 | -3,365 | -22.01% | Q3 2026 | Oct 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,413 | 321 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 12,269 | 318 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 12,242 | 317 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 12,153 | 315 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | New | 11,460 | 312 | 0.07% | — | 140 | +11,460 | New | Q3 2026 | Oct 29, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,460 | 312 | 0.08% | 0.07% | 139 | +1,028 | 9.85% | Q3 2026 | Oct 19, 2026 |
| Focus Partners Wealth | History | No change | 11,976 | 310 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,972 | 308 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 11,300 | 308 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,756 | 293 | 0.01% | 0.01% | 144 | -1,133 | -9.53% | Q3 2026 | Nov 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 10,346 | 282 | 0.03% | 0.03% | 145 | +1,839 | 21.62% | Q3 2026 | Oct 30, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 9,966 | 271 | 0.04% | 0.05% | 146 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| STG SECURITIES, LLC | History | No change | 10,453 | 270 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 10,400 | 269 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 10,184 | 263 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 10,000 | 259 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 9,750 | 252 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 9,177 | 250 | 0.13% | — | 153 | +9,177 | New | Q3 2026 | Oct 29, 2026 |
| Savant Capital, LLC | History | No change | 9,683 | 250 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 9,017 | 243 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 8,783 | 239 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 8,700 | 237 | 0.02% | 0.02% | 157 | +250 | 2.96% | Q3 2026 | Oct 27, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 8,700 | 237 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,598 | 234 | 0.0% | 0.0% | 158 | -992 | -10.34% | Q3 2026 | Oct 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 8,525 | 232 | 0.0% | — | 160 | +8,525 | New | Q3 2026 | Oct 23, 2026 |
| SFM, LLC d/b/a Sweeney Financial Advisors | History | No change | 8,517 | 232 | 0.12% | 0.11% | 159 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 8,493 | 231 | 0.05% | — | 162 | +8,493 | New | Q3 2026 | Oct 21, 2026 |
| Compound Planning, Inc. | History | No change | 8,941 | 231 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 8,799 | 228 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oxbow Advisors, LLC | History | No change | 8,695 | 225 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,018 | 218 | 0.0% | 0.0% | 165 | -402 | -4.77% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 8,161 | 211 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carrera Capital Advisors | History | New | 7,648 | 208 | 0.03% | — | 167 | +7,648 | New | Q3 2026 | Nov 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 7,882 | 204 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 7,883 | 204 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,115 | 194 | 0.01% | 0.0% | 170 | +1,563 | 28.15% | Q3 2026 | Oct 08, 2026 |
| Vanguard National Trust Co | History | No change | 6,400 | 165 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,405 | 140 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,375 | 139 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 5,035 | 130 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,381 | 113 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CapitalatWork S.A. | History | No change | 3,565 | 92 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 3,416 | 88 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | Added to | 2,617 | 71 | 0.0% | 0.0% | 178 | +1,946 | 290.01% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,570 | 70 | 0.0% | 0.0% | 179 | -972 | -27.44% | Q3 2026 | Nov 03, 2026 |
| City State Bank | History | No change | 2,515 | 68 | 0.02% | 0.01% | 180 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Spire Wealth Management | History | Reduced | 2,391 | 65 | 0.0% | 0.0% | 181 | -1,000 | -29.49% | Q3 2026 | Oct 30, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 2,300 | 62 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Transce3nd, LLC | History | New | 1,958 | 49 | 0.05% | — | 185 | +1,958 | New | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,824 | 49 | 0.0% | 0.0% | 184 | +1,000 | 121.36% | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,800 | 49 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,636 | 44 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,473 | 40 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,551 | 39 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,400 | 38 | 0.0% | 0.0% | 189 | -1,000 | -41.67% | Q3 2026 | Oct 16, 2026 |
| Parvin Asset Management, LLC | History | No change | 1,200 | 31 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,150 | 29 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LRI Investments, LLC | History | No change | 1,100 | 28 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nova Financial LLC | History | New | 906 | 24 | 0.01% | — | 195 | +906 | New | Q3 2026 | Nov 04, 2026 |
| Hurley Capital, LLC | History | Reduced | 912 | 24 | 0.01% | 0.01% | 193 | -1 | -0.11% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | No change | 907 | 24 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Larson Financial Group LLC | History | No change | 913 | 23 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairscale Capital, LLC | History | No change | 1,054 | 23 | 0.01% | 0.02% | 197 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 800 | 20 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 750 | 19 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 700 | 19 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | No change | 621 | 16 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WHITTIER TRUST CO | History | No change | 584 | 15 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 558 | 15 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ascentis Wealth Management, LLC | History | New | 439 | 11 | 0.0% | — | 204 | +439 | New | Q3 2026 | Nov 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 362 | 9 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 350 | 9 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| SBI Securities Co., Ltd. | History | New | 313 | 8 | 0.0% | — | 208 | +313 | New | Q3 2026 | Oct 21, 2026 |
| COUNTRY TRUST BANK | History | New | 305 | 8 | 0.0% | — | 207 | +305 | New | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 295 | 7 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrinityBridge Ltd | History | No change | 264 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Continuum Advisory, LLC | History | No change | 306 | 7 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 270 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 250 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 200 | 5 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 209 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 191 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 215 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 160 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Carota Wealth Management | History | New | 129 | 3 | 0.0% | — | 219 | +129 | New | Q3 2026 | Nov 03, 2026 |
| TRUST CO OF VERMONT | History | New | 100 | 2 | 0.0% | — | 229 | +100 | New | Q3 2026 | Oct 21, 2026 |
| FMR LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 90 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 103 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 103 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFG Advisory, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 100 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ancora Advisors LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 40 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SHP Wealth Management | History | No change | 56 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | Closed out | 0 | 0 | — | 7.1% | — | -583,370 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,379 | -100.0% | Q3 2026 | Nov 05, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,893 | -100.0% | Q3 2026 | Nov 05, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,250 | -100.0% | Q3 2026 | Oct 30, 2026 |
| UNIQUE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,890 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,350 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,704 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,075 | -100.0% | Q3 2026 | Oct 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -760 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Maytree Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -640 | -100.0% | Q3 2026 | Oct 29, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2026 | Oct 23, 2026 |
| BARCLAYS PLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |