ETF Series Solutions - SIXG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 288,358 | 27,404 | 0.01% | 0.01% | 1 | +3,888 | 1.37% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 145,261 | 13,805 | 0.01% | 0.01% | 2 | +2,517 | 1.76% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 107,220 | 10,189 | 0.0% | 0.0% | 3 | +18,983 | 21.51% | Q2 2026 | Aug 13, 2026 |
| KWMG, LLC | History | Added to | 100,883 | 9,587 | 0.69% | 0.57% | 4 | +101 | 0.1% | Q2 2026 | Jul 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 90,863 | 8,635 | 0.03% | 0.03% | 5 | -21,681 | -19.26% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 89,835 | 8,537 | 0.0% | 0.0% | 6 | -13,206 | -12.82% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,071 | 6,659 | 0.01% | 0.01% | 7 | -2,132 | -2.95% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 56,613 | 5,381 | 0.0% | 0.0% | 8 | +43,150 | 320.51% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 51,243 | 4,869 | 0.0% | 0.0% | 9 | -5,116 | -9.08% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 48,745 | 4,632 | 0.01% | 0.01% | 10 | -19 | -0.04% | Q2 2026 | Aug 13, 2026 |
| Advantage Trust Co | History | No change | 37,256 | 3,540 | 1.25% | 1.14% | 11 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Freedom, LLC | History | Added to | 37,201 | 3,535 | 1.62% | 1.26% | 12 | +186 | 0.5% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Added to | 36,581 | 3,476 | 0.0% | 0.0% | 13 | +2,615 | 7.7% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 33,073 | 3,143 | 0.0% | 0.0% | 14 | +555 | 1.71% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 32,920 | 3,128 | 0.03% | 0.02% | 15 | +524 | 1.62% | Q2 2026 | Aug 06, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 38,975 | 3,115 | 0.59% | 0.6% | 16 | -450 | -1.14% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,543 | 3,093 | 0.0% | 0.0% | 17 | +4,074 | 14.31% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 31,390 | 2,983 | 0.0% | 0.0% | 18 | +13,649 | 76.93% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | Added to | 28,387 | 2,697 | 0.0% | 0.0% | 19 | +23,687 | 503.98% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 26,576 | 2,525 | 0.02% | 0.01% | 20 | +199 | 0.75% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 26,271 | 2,496 | 0.14% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 25,098 | 2,385 | 0.07% | 0.06% | 22 | -3,121 | -11.06% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 23,335 | 2,218 | 0.0% | 0.0% | 23 | -15,602 | -40.07% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 22,925 | 2,178 | 0.01% | — | 24 | +22,925 | New | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,061 | 1,906 | 0.0% | 0.0% | 25 | +16,820 | 518.98% | Q2 2026 | Aug 12, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 18,215 | 1,731 | 3.96% | 3.58% | 27 | -2,680 | -12.83% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 18,216 | 1,731 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,809 | 1,693 | 0.0% | 0.0% | 28 | +100 | 0.56% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,747 | 1,686 | 0.0% | — | 29 | +17,747 | New | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,459 | 1,659 | 0.0% | 0.0% | 30 | -6,484 | -27.08% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 17,145 | 1,629 | 0.02% | 0.02% | 31 | -10 | -0.06% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 17,112 | 1,626 | 0.0% | 0.0% | 32 | +3,718 | 27.76% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 15,888 | 1,510 | 0.0% | 0.0% | 33 | -134 | -0.84% | Q2 2026 | Aug 13, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 15,688 | 1,490 | 0.71% | 0.63% | 34 | -179 | -1.13% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,308 | 1,454 | 0.01% | 0.01% | 35 | +775 | 5.33% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,192 | 1,444 | 0.0% | 0.01% | 36 | -62,619 | -80.48% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 13,456 | 1,278 | 0.01% | 0.01% | 37 | +1,258 | 10.31% | Q2 2026 | Aug 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,539 | 1,191 | 0.0% | 0.0% | 38 | +6,227 | 98.65% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,500 | 1,187 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 11,579 | 1,100 | 0.26% | 0.21% | 40 | +9 | 0.08% | Q2 2026 | Aug 14, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 11,519 | 1,094 | 0.28% | 0.23% | 41 | -377 | -3.17% | Q2 2026 | Jul 20, 2026 |
| HT Partners LLC | History | No change | 10,345 | 983 | 0.27% | 0.21% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lido Advisors, LLC | History | New | 9,999 | 950 | 0.0% | — | 43 | +9,999 | New | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Added to | 9,438 | 896 | 0.0% | 0.0% | 44 | +701 | 8.02% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 9,370 | 890 | 0.08% | 0.07% | 45 | -340 | -3.5% | Q2 2026 | Jul 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 12,705 | 866 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 8,997 | 855 | 0.02% | 0.02% | 47 | +7 | 0.08% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | Added to | 8,967 | 852 | 0.02% | 0.02% | 48 | +322 | 3.72% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,665 | 823 | 0.01% | 0.01% | 49 | -650 | -6.98% | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | Added to | 8,146 | 774 | 0.0% | 0.0% | 50 | +902 | 12.45% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8,149 | 774 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,058 | 765 | 0.0% | 0.0% | 52 | -296 | -3.54% | Q2 2026 | Jul 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 7,629 | 725 | 0.08% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 7,420 | 705 | 0.03% | 0.02% | 54 | -111 | -1.47% | Q2 2026 | Jul 27, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 7,357 | 699 | 0.12% | 0.13% | 55 | -2,068 | -21.94% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,098 | 674 | 0.02% | 0.01% | 56 | -125 | -1.73% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 7,161 | 628 | 0.03% | 0.03% | 57 | +9 | 0.13% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 6,547 | 622 | 0.0% | 0.0% | 58 | -1,167 | -15.13% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | New | 6,512 | 618 | 0.01% | — | 59 | +6,512 | New | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,362 | 605 | 0.01% | 0.01% | 60 | -74 | -1.15% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,953 | 565 | 0.0% | 0.0% | 61 | +375 | 6.72% | Q2 2026 | Jul 17, 2026 |
| Fortune Financial Group, Inc. | History | Reduced | 5,658 | 537 | 0.42% | 0.35% | 62 | -89 | -1.55% | Q2 2026 | Jul 24, 2026 |
| Tempo Wealth, LLC | History | Added to | 5,495 | 522 | 0.08% | 0.07% | 63 | +7 | 0.13% | Q2 2026 | Jul 27, 2026 |
| Aurora Private Wealth, Inc. | History | Added to | 5,341 | 508 | 0.32% | 0.19% | 64 | +1,154 | 27.56% | Q2 2026 | Jul 21, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 5,227 | 496 | 0.03% | 0.03% | 65 | +3 | 0.06% | Q2 2026 | Aug 11, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 5,170 | 491 | 0.03% | 0.02% | 66 | +2 | 0.04% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,062 | 481 | 0.0% | 0.0% | 67 | -26 | -0.51% | Q2 2026 | Aug 11, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 4,988 | 474 | 0.21% | 0.17% | 68 | +220 | 4.61% | Q2 2026 | Jul 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,948 | 470 | 0.01% | 0.01% | 69 | +295 | 6.34% | Q2 2026 | Jul 21, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,754 | 451 | 0.0% | 0.0% | 70 | -358 | -7.0% | Q2 2026 | Aug 07, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,639 | 440 | 0.05% | 0.04% | 71 | -56 | -1.19% | Q2 2026 | Jul 30, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 5,138 | 434 | 0.01% | 0.01% | 72 | +200 | 4.05% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | New | 4,511 | 428 | 0.0% | — | 73 | +4,511 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,480 | 425 | 0.0% | 0.0% | 74 | -569 | -11.27% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4,476 | 425 | 0.06% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,443 | 422 | 0.0% | 0.0% | 76 | -373 | -7.75% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,433 | 421 | 0.02% | 0.01% | 77 | -207 | -4.46% | Q2 2026 | Jul 07, 2026 |
| SUCCESSION FINANCIAL, INC. | History | New | 4,421 | 420 | 0.4% | — | 78 | +4,421 | New | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 6,041 | 411 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 4,289 | 407 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Insight Inv LLC | History | No change | 4,167 | 396 | 0.19% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,141 | 393 | 0.01% | 0.0% | 82 | +4,037 | 3881.73% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | No change | 4,094 | 389 | 0.02% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 4,089 | 388 | 0.02% | 0.02% | 84 | +362 | 9.71% | Q2 2026 | Jul 30, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 4,560 | 383 | 0.01% | 0.01% | 85 | -388 | -7.84% | Q2 2026 | Aug 10, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 4,024 | 382 | 0.21% | 0.18% | 86 | -3 | -0.07% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,000 | 380 | 0.0% | 0.0% | 87 | -2,232 | -35.82% | Q2 2026 | Aug 07, 2026 |
| Palumbo Wealth Management LLC | History | No change | 4,000 | 380 | 0.08% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,990 | 379 | 0.0% | 0.0% | 89 | -48 | -1.19% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,105 | 376 | 0.0% | 0.0% | 90 | +2,004 | 95.38% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 3,889 | 369 | 0.02% | 0.02% | 91 | +1 | 0.03% | Q2 2026 | Jul 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,881 | 368 | 0.01% | 0.01% | 93 | -202 | -4.95% | Q2 2026 | Jul 31, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 3,875 | 368 | 0.21% | 0.17% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | New | 3,800 | 361 | 0.06% | — | 94 | +3,800 | New | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,793 | 360 | 0.0% | 0.0% | 95 | -879 | -18.81% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 3,768 | 358 | 0.01% | — | 96 | +3,768 | New | Q2 2026 | Jul 15, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 3,638 | 345 | 0.13% | 0.11% | 97 | -98 | -2.62% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,596 | 341 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,576 | 339 | 0.0% | 0.0% | 99 | -7 | -0.2% | Q2 2026 | Jul 28, 2026 |
| LexAurum Advisors, LLC | History | Added to | 3,516 | 334 | 0.04% | 0.03% | 100 | +146 | 4.33% | Q2 2026 | Jul 15, 2026 |
| Kirkwood Financial Services | History | Added to | 3,498 | 332 | 0.09% | 0.08% | 101 | +4 | 0.11% | Q2 2026 | Aug 25, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,473 | 330 | 0.1% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,381 | 321 | 0.01% | 0.01% | 103 | -1,491 | -30.6% | Q2 2026 | Aug 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 3,372 | 320 | 0.04% | 0.04% | 104 | -1,601 | -32.19% | Q2 2026 | Jul 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 3,362 | 319 | 0.02% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COFG Advisors, LLC | History | Added to | 3,330 | 316 | 0.05% | 0.06% | 106 | +4 | 0.12% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 3,142 | 298 | 0.01% | 0.01% | 107 | +1 | 0.03% | Q2 2026 | Jul 15, 2026 |
| RFG Advisory, LLC | History | No change | 3,115 | 296 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,042 | 289 | 0.0% | — | 109 | +3,042 | New | Q2 2026 | Aug 19, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,123 | 287 | 0.01% | 0.02% | 110 | -3,323 | -51.55% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,987 | 283 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,083 | 274 | 0.0% | 0.0% | 112 | -105 | -3.29% | Q2 2026 | Jul 15, 2026 |
| PFG Investments, LLC | History | New | 2,880 | 273 | 0.01% | — | 114 | +2,880 | New | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,878 | 273 | 0.0% | 0.0% | 113 | -295 | -9.3% | Q2 2026 | Aug 13, 2026 |
| Berkeley Capital Partners, LLC | History | New | 2,730 | 259 | 0.05% | — | 115 | +2,730 | New | Q2 2026 | Aug 06, 2026 |
| BXM Wealth LLC | History | New | 2,730 | 259 | 0.14% | — | 116 | +2,730 | New | Q2 2026 | Jul 24, 2026 |
| BIP Wealth, LLC | History | New | 2,702 | 256 | 0.01% | — | 117 | +2,702 | New | Q2 2026 | Aug 03, 2026 |
| Royal Capital Wealth Management, LLC | History | New | 2,700 | 256 | 0.14% | — | 118 | +2,700 | New | Q2 2026 | Aug 14, 2026 |
| MTM FINANCIAL GROUP, LLC | History | New | 2,664 | 253 | 0.11% | — | 119 | +2,664 | New | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,616 | 248 | 0.0% | 0.0% | 121 | +673 | 34.64% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,618 | 248 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key Client Fiduciary Advisors, LLC | History | New | 2,608 | 247 | 0.07% | — | 122 | +2,608 | New | Q2 2026 | Jul 09, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 2,583 | 245 | 0.09% | 0.13% | 123 | -1,772 | -40.69% | Q2 2026 | Jul 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,568 | 244 | 0.02% | — | 124 | +2,568 | New | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | Reduced | 3,261 | 243 | 0.0% | 0.0% | 125 | -1,210 | -27.06% | Q2 2026 | Aug 13, 2026 |
| Shulman DeMeo Asset Management LLC | History | New | 2,542 | 241 | 0.05% | — | 126 | +2,542 | New | Q2 2026 | Jul 08, 2026 |
| HB Wealth Management, LLC | History | New | 2,537 | 241 | 0.0% | — | 127 | +2,537 | New | Q2 2026 | Jul 29, 2026 |
| SMITH, MOORE & CO. | History | New | 2,500 | 237 | 0.02% | — | 128 | +2,500 | New | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | New | 2,480 | 235 | 0.0% | — | 129 | +2,480 | New | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | New | 2,428 | 230 | 0.01% | — | 130 | +2,428 | New | Q2 2026 | Aug 10, 2026 |
| Cascade Financial Partners, LLC | History | New | 2,420 | 229 | 0.02% | — | 131 | +2,420 | New | Q2 2026 | Aug 04, 2026 |
| RDA Financial Network | History | New | 2,400 | 228 | 0.05% | — | 132 | +2,400 | New | Q2 2026 | Jul 06, 2026 |
| 626 Financial, LLC | History | New | 2,400 | 228 | 0.09% | — | 133 | +2,400 | New | Q2 2026 | Jul 27, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 2,316 | 220 | 0.05% | — | 134 | +2,316 | New | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 2,300 | 218 | 0.01% | — | 135 | +2,300 | New | Q2 2026 | Jul 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 2,285 | 217 | 0.09% | — | 136 | +2,285 | New | Q2 2026 | Aug 07, 2026 |
| Welch Group, LLC | History | New | 2,280 | 216 | 0.01% | — | 138 | +2,280 | New | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,355 | 216 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 2,264 | 215 | 0.02% | — | 139 | +2,264 | New | Q2 2026 | Jul 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,223 | 211 | 0.01% | — | 140 | +2,223 | New | Q2 2026 | Jul 31, 2026 |
| PSI Advisors, LLC | History | New | 2,154 | 204 | 0.05% | — | 142 | +2,154 | New | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,153 | 204 | 0.0% | 0.0% | 141 | -259 | -10.74% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 2,125 | 202 | 0.01% | — | 143 | +2,125 | New | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,120 | 201 | 0.0% | 0.0% | 144 | -3,667 | -63.37% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | New | 2,125 | 201 | 0.04% | — | 145 | +2,125 | New | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 2,004 | 190 | 0.0% | 0.0% | 146 | -385 | -16.12% | Q2 2026 | Aug 06, 2026 |
| Smithfield Trust Co | History | No change | 1,830 | 174 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,504 | 142 | 0.0% | — | 148 | +1,504 | New | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,258 | 119 | 0.0% | 0.0% | 149 | +3 | 0.24% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,252 | 118 | 0.0% | 0.0% | 150 | +323 | 34.77% | Q2 2026 | Aug 05, 2026 |
| Crews Bank & Trust | History | No change | 1,250 | 118 | 0.02% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 1,225 | 116 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 1,100 | 105 | 0.0% | — | 153 | +1,100 | New | Q2 2026 | Aug 17, 2026 |
| VIMA LLC | History | New | 1,070 | 101 | 0.1% | — | 154 | +1,070 | New | Q2 2026 | Jul 24, 2026 |
| Osbon Capital Management LLC | History | Reduced | 1,015 | 96 | 0.08% | 0.06% | 155 | -111 | -9.86% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 917 | 87 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 898 | 85 | 0.0% | 0.0% | 157 | +1 | 0.11% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 879 | 83 | 0.0% | 0.0% | 158 | +650 | 283.84% | Q2 2026 | Aug 11, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 851 | 80 | 0.07% | 0.05% | 159 | -11 | -1.28% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 784 | 74 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 636 | 60 | 0.0% | — | 161 | +636 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 626 | 59 | 0.0% | — | 162 | +626 | New | Q2 2026 | Aug 13, 2026 |
| HOWE & RUSLING INC | History | No change | 600 | 57 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 602 | 57 | 0.06% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Anchor Investment Management, LLC | History | No change | 575 | 54 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 516 | 49 | 0.0% | 0.0% | 167 | -310 | -37.53% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 524 | 49 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 510 | 48 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 47 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 442 | 42 | 0.0% | 0.0% | 170 | +259 | 141.53% | Q2 2026 | Jul 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 429 | 40 | 0.0% | — | 171 | +429 | New | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | New | 429 | 40 | 0.0% | — | 172 | +429 | New | Q2 2026 | Jul 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 400 | 38 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 406 | 38 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | No change | 400 | 38 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 371 | 35 | 0.0% | 0.0% | 176 | -2,830 | -88.41% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 366 | 34 | 0.0% | 0.0% | 178 | +1 | 0.27% | Q2 2026 | Jul 06, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 34 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 279 | 26 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 250 | 23 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 196 | 18 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Advocate Investing Services LLC | History | No change | 181 | 17 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 163 | 15 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 120 | 11 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 162 | 11 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | New | 112 | 10 | 0.0% | — | 186 | +112 | New | Q2 2026 | Aug 06, 2026 |
| Aberdeen Wealth Management LLC | History | New | 100 | 9 | 0.0% | — | 188 | +100 | New | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 100 | 9 | 0.01% | — | 189 | +100 | New | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 103 | 9 | 0.0% | 0.0% | 187 | +3 | 3.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 86 | 8 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | New | 83 | 7 | 0.0% | — | 192 | +83 | New | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | New | 77 | 7 | 0.0% | — | 193 | +77 | New | Q2 2026 | Aug 11, 2026 |
| Activest Wealth Management | History | No change | 80 | 7 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bogart Wealth, LLC | History | No change | 45 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Darwin Wealth Management, LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 28 | 2 | 0.0% | 0.0% | 197 | +4 | 16.67% | Q2 2026 | Aug 05, 2026 |
| Go Invest LLC | History | Added to | 14 | 1 | 0.0% | — | 201 | +2 | 16.67% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 20 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.42% | — | -10,704 | -100.0% | Q2 2026 | Jul 09, 2026 |
| SEARLE & CO. | History | Closed out | 0 | 0 | — | 0.18% | — | -10,534 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -8,398 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,114 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,107 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,800 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,209 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -924 | -100.0% | Q2 2026 | Aug 06, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -564 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Aug 14, 2026 |