SPDR SERIES TRUST - SJNK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Reduced | 17,312,814 | 432,479 | 0.09% | 0.1% | 1 | -316,701 | -1.8% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 7,676,050 | 192,131 | 0.04% | 0.05% | 2 | +755,009 | 10.91% | Q2 2026 | Aug 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 6,818,664 | 170,671 | 3.69% | 4.76% | 3 | -71,772 | -1.04% | Q2 2026 | Jul 17, 2026 |
| Bramshill Investments, LLC | History | New | 6,067,585 | 151,871 | 11.62% | — | 4 | +6,067,585 | New | Q2 2026 | Aug 14, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 4,128,505 | 103,336 | 1.23% | 1.47% | 5 | -26,231 | -0.63% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,860,629 | 96,631 | 0.02% | 0.02% | 6 | -29,267 | -0.75% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 3,809,219 | 95,344 | 0.18% | 0.29% | 7 | -1,556,067 | -29.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,583,117 | 89,685 | 0.06% | 0.07% | 8 | -600 | -0.02% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | New | 3,534,764 | 87,909 | 9.07% | — | 9 | +3,534,764 | New | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,116,460 | 78,005 | 0.43% | 0.47% | 10 | +84,861 | 2.8% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,057,315 | 76,524 | 0.0% | 0.01% | 11 | +114,221 | 3.88% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,717,476 | 68,018 | 0.02% | 0.02% | 12 | +365,297 | 15.53% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | Added to | 2,511,516 | 62,863 | 0.0% | 0.0% | 13 | +280,789 | 12.59% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 2,446,024 | 61,223 | 0.11% | 0.13% | 14 | -29,532 | -1.19% | Q2 2026 | Jul 30, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 2,061,130 | 51,590 | 0.98% | 1.0% | 15 | +93,146 | 4.73% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 1,815,513 | 45,442 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,681,734 | 42,093 | 2.05% | 2.19% | 17 | +21,879 | 1.32% | Q2 2026 | Jul 28, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 1,681,386 | 42,085 | 3.85% | 4.3% | 18 | +78 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | Added to | 1,566,179 | 39,201 | 0.0% | 0.01% | 19 | +187,158 | 13.57% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,361,510 | 34,078 | 0.23% | 0.0% | 20 | +1,360,747 | 178341.68% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,314,467 | 32,901 | 0.48% | 0.64% | 21 | -173,064 | -11.63% | Q2 2026 | Jul 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,306,005 | 32,497 | 0.05% | 0.07% | 22 | -88,695 | -6.36% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,293,105 | 32,366 | 0.16% | 0.19% | 23 | -69,261 | -5.08% | Q2 2026 | Jul 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 1,110,001 | 27,783 | 0.05% | — | 24 | +1,110,001 | New | Q2 2026 | Aug 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,106,976 | 27,707 | 1.27% | 1.48% | 25 | +18,620 | 1.71% | Q2 2026 | Jul 28, 2026 |
| Aristotle Pacific Capital, LLC | History | Added to | 1,073,016 | 26,868 | 12.78% | 3.47% | 26 | +902,000 | 527.44% | Q2 2026 | Aug 14, 2026 |
| Essex LLC | History | Added to | 1,006,633 | 25,196 | 3.82% | 3.78% | 27 | +148,698 | 17.33% | Q2 2026 | Jul 24, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,000,000 | 25,030 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 974,731 | 24,397 | 0.02% | 0.02% | 29 | +156,936 | 19.19% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 903,480 | 22,614 | 0.01% | 0.01% | 30 | -17,289 | -1.88% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 872,767 | 21,845 | 0.0% | 0.0% | 31 | -72,138 | -7.63% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 869,306 | 21,684 | 0.03% | 0.04% | 32 | +1,280 | 0.15% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 857,762 | 21,469 | 0.02% | 0.02% | 33 | +143,826 | 20.15% | Q2 2026 | Aug 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 771,545 | 19,311 | 2.87% | 3.06% | 34 | +86,625 | 12.65% | Q2 2026 | Aug 12, 2026 |
| 1832 Asset Management L.P. | History | Added to | 767,370 | 19,207 | 0.01% | 0.02% | 35 | +18,647 | 2.49% | Q2 2026 | Aug 13, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Added to | 693,800 | 17,365 | 6.2% | 6.44% | 36 | +100,000 | 16.84% | Q2 2026 | Aug 07, 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | History | Reduced | 668,051 | 16,988 | 2.36% | 6.0% | 37 | -1,334,274 | -66.64% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 670,054 | 16,772 | 0.0% | 0.0% | 38 | +12,313 | 1.87% | Q2 2026 | Aug 14, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 670,023 | 16,770 | 1.67% | 2.09% | 39 | -74,234 | -9.97% | Q2 2026 | Jul 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 663,463 | 16,606 | 0.0% | 0.0% | 40 | +71,002 | 11.98% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 650,867 | 16,291 | 0.02% | 0.02% | 41 | +40,445 | 6.63% | Q2 2026 | Aug 05, 2026 |
| Mason & Associates Inc | History | Added to | 634,715 | 15,886 | 2.57% | 3.03% | 42 | +3,974 | 0.63% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 567,584 | 14,207 | 0.09% | 0.11% | 43 | -502 | -0.09% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 539,711 | 13,508 | 0.04% | 0.02% | 44 | +366,316 | 211.26% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 522,569 | 13,079 | 0.04% | 0.05% | 45 | -76,729 | -12.8% | Q2 2026 | Aug 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 518,155 | 12,969 | 0.32% | 0.36% | 46 | -10,888 | -2.06% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 515,686 | 12,907 | 0.08% | 0.08% | 47 | +40,350 | 8.49% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 487,635 | 12,205 | 0.06% | 0.06% | 48 | +35,670 | 7.89% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 463,569 | 11,603 | 0.01% | 0.02% | 49 | -74,687 | -13.88% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 463,095 | 11,595 | 0.0% | 0.0% | 50 | -8,992 | -1.9% | Q2 2026 | Aug 12, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 459,497 | 11,446 | 3.87% | 5.45% | 51 | -134,686 | -22.67% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 430,989 | 10,788 | 0.01% | 0.02% | 52 | +14,126 | 3.39% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 422,019 | 10,563 | 0.07% | 0.08% | 53 | +21,353 | 5.33% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 400,000 | 10,012 | 0.03% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 396,680 | 9,932 | 0.11% | 0.07% | 55 | +179,580 | 82.72% | Q2 2026 | Jul 16, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 390,591 | 9,776 | 0.58% | 0.65% | 56 | -6,018 | -1.52% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | Added to | 386,360 | 9,670 | 0.06% | 0.07% | 57 | +5,828 | 1.53% | Q2 2026 | Jul 20, 2026 |
| Disciplined Investments, LLC | History | Added to | 383,015 | 9,586 | 3.1% | 3.17% | 58 | +29,181 | 8.25% | Q2 2026 | Aug 07, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 377,194 | 9,441 | 0.12% | 0.15% | 59 | -4,662 | -1.22% | Q2 2026 | Jul 29, 2026 |
| Caldwell Trust Co | History | Reduced | 368,607 | 9,226 | 0.75% | 0.84% | 60 | -5,768 | -1.54% | Q2 2026 | Aug 03, 2026 |
| Morrissey Wealth Management, LLC | History | New | 380,967 | 9,196 | 5.79% | — | 62 | +380,967 | New | Q2 2026 | Oct 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 367,424 | 9,196 | 0.02% | 0.03% | 61 | -29,380 | -7.4% | Q2 2026 | Aug 13, 2026 |
| Certified Advisory Corp | History | Added to | 362,573 | 9,075 | 0.73% | 0.78% | 63 | +15,475 | 4.46% | Q2 2026 | Jul 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 360,371 | 9,020 | 0.17% | 0.14% | 64 | +90,956 | 33.76% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 358,418 | 8,928 | 0.01% | 0.02% | 65 | -1,501 | -0.42% | Q2 2026 | Jul 15, 2026 |
| Waterloo Capital, L.P. | History | Added to | 354,627 | 8,876 | 0.5% | 0.6% | 66 | +14,209 | 4.17% | Q2 2026 | Jul 29, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Added to | 354,250 | 8,831 | 3.73% | 3.69% | 67 | +26,121 | 7.96% | Q2 2026 | Jul 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 348,842 | 8,731 | 1.18% | 1.14% | 68 | +34,537 | 10.99% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | Added to | 344,531 | 8,626 | 0.04% | 0.04% | 69 | +18,465 | 5.66% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 340,516 | 8,523 | 0.14% | — | 70 | +340,516 | New | Q2 2026 | Aug 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 337,227 | 8,440 | 0.99% | 1.09% | 71 | +11,850 | 3.64% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 334,635 | 8,375 | 1.01% | 1.1% | 72 | +23,258 | 7.47% | Q2 2026 | Jul 17, 2026 |
| ZEGA Investments, LLC | History | Reduced | 333,266 | 8,341 | 0.86% | 0.95% | 73 | -3,592 | -1.07% | Q2 2026 | Jul 31, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 331,875 | 8,307 | 2.11% | 2.22% | 74 | +5,458 | 1.67% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | Added to | 329,510 | 8,247 | 0.08% | 0.0% | 75 | +329,160 | 94045.71% | Q2 2026 | Aug 06, 2026 |
| Crabel Capital Management, LLC | History | New | 327,284 | 8,191 | 5.98% | — | 76 | +327,284 | New | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 324,941 | 8,133 | 0.15% | 0.15% | 77 | +44,152 | 15.72% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 310,422 | 7,769 | 0.02% | 0.02% | 78 | +69,152 | 28.66% | Q2 2026 | Aug 12, 2026 |
| Sharper & Granite LLC | History | Added to | 300,650 | 7,525 | 2.33% | 2.4% | 79 | +19,692 | 7.01% | Q2 2026 | Jul 16, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 300,000 | 7,509 | 0.0% | 0.01% | 80 | -115,000 | -27.71% | Q2 2026 | Jul 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 298,963 | 7,483 | 0.12% | 0.01% | 81 | +288,525 | 2764.18% | Q2 2026 | Jul 28, 2026 |
| Global Assets Advisory, LLC | History | New | 289,753 | 7,214 | 1.57% | — | 82 | +289,753 | New | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 272,631 | 6,823 | 0.0% | 0.0% | 83 | +9,730 | 3.7% | Q2 2026 | Aug 12, 2026 |
| Financial Management, Inc. | History | Added to | 271,280 | 6,790 | 5.57% | 5.46% | 84 | +38,708 | 16.64% | Q2 2026 | Aug 12, 2026 |
| SAM Advisors, LLC | History | Added to | 265,141 | 6,636 | 1.81% | 1.99% | 85 | +10,495 | 4.12% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 260,000 | 6,507 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Missouri Trust & Investment Co | History | Added to | 256,793 | 6,381 | 1.73% | 1.83% | 87 | +7,626 | 3.06% | Q2 2026 | Aug 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Added to | 245,850 | 6,119 | 4.02% | 3.14% | 88 | +60,542 | 32.67% | Q2 2026 | Jul 06, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 241,592 | 6,047 | 0.41% | 0.45% | 89 | -4,895 | -1.99% | Q2 2026 | Jul 24, 2026 |
| Financial Partners Group, Inc | History | Reduced | 241,585 | 6,046 | 0.61% | 0.79% | 90 | -22,946 | -8.67% | Q2 2026 | Jul 23, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | Reduced | 234,611 | 5,872 | 3.23% | 5.51% | 91 | -105,338 | -30.99% | Q2 2026 | Aug 13, 2026 |
| Mezzasalma Advisors, LLC | History | New | 233,377 | 5,841 | 1.17% | — | 92 | +233,377 | New | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 232,346 | 5,815 | 0.14% | — | 93 | +232,346 | New | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 226,997 | 5,681 | 0.25% | 0.28% | 94 | -5,015 | -2.16% | Q2 2026 | Jul 20, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 225,384 | 5,641 | 0.06% | 0.06% | 95 | +20,776 | 10.15% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 220,192 | 5,511 | 0.03% | 0.03% | 96 | +12,855 | 6.2% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 208,769 | 5,225 | 0.01% | 0.01% | 97 | +57,575 | 38.08% | Q2 2026 | Aug 07, 2026 |
| Echo45 Advisors LLC | History | Added to | 207,676 | 5,198 | 2.68% | 2.78% | 98 | +9,754 | 4.93% | Q2 2026 | Jul 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 199,772 | 5,000 | 0.16% | 0.16% | 99 | +28,125 | 16.39% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 199,700 | 4,998 | 0.02% | 0.01% | 100 | +102,738 | 105.96% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | Added to | 199,554 | 4,984 | 0.08% | 0.08% | 101 | +323 | 0.16% | Q2 2026 | Aug 13, 2026 |
| Benchmark Financial, LLC | History | Added to | 198,189 | 4,960 | 4.04% | 4.34% | 102 | +4,671 | 2.41% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | Reduced | 197,365 | 4,940 | 0.0% | 0.0% | 103 | -369 | -0.19% | Q2 2026 | Aug 13, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 196,703 | 4,923 | 2.57% | 2.53% | 104 | +35,523 | 22.04% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Reduced | 192,592 | 4,820 | 0.01% | 0.01% | 105 | -177,366 | -47.94% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 182,250 | 4,561 | 0.0% | 0.0% | 106 | +97,000 | 113.78% | Q2 2026 | Aug 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 174,887 | 4,377 | 0.22% | 0.27% | 107 | -1,510 | -0.86% | Q2 2026 | Aug 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 174,511 | 4,368 | 0.26% | 0.28% | 108 | -1,100 | -0.63% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 172,311 | 4,312 | 0.07% | — | 109 | +172,311 | New | Q2 2026 | Aug 06, 2026 |
| Little Harbor Advisors, LLC | History | Reduced | 170,530 | 4,244 | 2.09% | 2.66% | 110 | -8,965 | -4.99% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 165,681 | 4,146 | 0.05% | 0.09% | 111 | -110,325 | -39.97% | Q2 2026 | Aug 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 165,305 | 4,137 | 0.01% | 0.01% | 112 | -1,793 | -1.07% | Q2 2026 | Jul 29, 2026 |
| Monetary Solutions, Ltd | History | Added to | 163,747 | 4,098 | 3.53% | 3.47% | 113 | +19,839 | 13.79% | Q2 2026 | Jul 23, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 163,571 | 4,094 | 0.14% | 0.12% | 114 | +25,487 | 18.46% | Q2 2026 | Jul 30, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 155,367 | 3,888 | 0.07% | 0.09% | 115 | +536 | 0.35% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 143,075 | 3,581 | 0.01% | 0.01% | 116 | +6,206 | 4.53% | Q2 2026 | Jul 27, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 142,195 | 3,559 | 2.31% | 2.2% | 117 | +22,435 | 18.73% | Q2 2026 | Jul 28, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 135,506 | 3,361 | 2.02% | 1.92% | 118 | -17,735 | -11.57% | Q2 2026 | Jul 28, 2026 |
| Great Diamond Partners, LLC | History | Added to | 133,807 | 3,349 | 0.58% | 0.61% | 119 | +7,401 | 5.85% | Q2 2026 | Jul 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 133,028 | 3,329 | 0.08% | 0.08% | 120 | +5,212 | 4.08% | Q2 2026 | Aug 13, 2026 |
| Prostatis Group LLC | History | Added to | 131,585 | 3,293 | 0.77% | 0.16% | 121 | +105,868 | 411.67% | Q2 2026 | Aug 14, 2026 |
| LightSquare Wealth Management, LLC | History | Reduced | 128,164 | 3,207 | 2.21% | 2.57% | 122 | -9,449 | -6.87% | Q2 2026 | Aug 03, 2026 |
| Altus Wealth Management, LLC | History | Added to | 127,452 | 3,190 | 1.23% | 1.39% | 123 | +2,021 | 1.61% | Q2 2026 | Jul 21, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 118,150 | 2,957 | 0.6% | 0.62% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Williams Financial, LLC | History | Added to | 116,799 | 2,923 | 1.51% | 1.59% | 125 | +7,465 | 6.83% | Q2 2026 | Jul 21, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 116,057 | 2,904 | 1.6% | 1.86% | 126 | +267 | 0.23% | Q2 2026 | Jul 21, 2026 |
| Tidal Investments LLC | History | Added to | 116,673 | 2,903 | 0.01% | 0.01% | 127 | +1,367 | 1.19% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | New | 114,769 | 2,872 | 0.09% | — | 128 | +114,769 | New | Q2 2026 | Jul 30, 2026 |
| Axos Invest Inc. | History | Reduced | 112,883 | 2,825 | 2.07% | 2.25% | 129 | -6,234 | -5.23% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 112,415 | 2,814 | 0.11% | 0.16% | 130 | -21,095 | -15.8% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Added to | 109,547 | 2,741 | 0.03% | 0.02% | 131 | +54,963 | 100.69% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 108,384 | 2,712 | 0.31% | 0.3% | 132 | +16,297 | 17.7% | Q2 2026 | Jul 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 105,504 | 2,640 | 0.03% | 0.01% | 133 | +77,210 | 272.88% | Q2 2026 | Aug 12, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 105,442 | 2,639 | 1.5% | 2.03% | 134 | -13,888 | -11.64% | Q2 2026 | Jul 31, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 103,498 | 2,590 | 0.49% | 0.26% | 135 | +57,721 | 126.09% | Q2 2026 | Aug 13, 2026 |
| KG Capital Management | History | Added to | 98,996 | 2,477 | 1.47% | 1.42% | 136 | +19,617 | 24.71% | Q2 2026 | Aug 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 97,160 | 2,431 | 0.13% | 0.14% | 137 | -7,475 | -7.14% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 96,623 | 2,418 | 0.0% | 0.0% | 138 | +3,549 | 3.81% | Q2 2026 | Aug 12, 2026 |
| Sage Investment Advisers LLC | History | Added to | 94,883 | 2,374 | 1.6% | 1.36% | 139 | +20,963 | 28.36% | Q2 2026 | Jul 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 93,947 | 2,349 | 0.0% | 0.0% | 140 | +7,144 | 8.23% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 85,181 | 2,132 | 0.07% | 0.07% | 141 | +6,705 | 8.54% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 84,677 | 2,119 | 0.0% | 0.0% | 142 | +919 | 1.1% | Q2 2026 | Aug 19, 2026 |
| Pacer Advisors, Inc. | History | No change | 79,365 | 1,987 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 76,785 | 1,921 | 0.02% | 0.02% | 144 | +17,587 | 29.71% | Q2 2026 | Aug 04, 2026 |
| Sunflower Bank, N.A. | History | Added to | 75,246 | 1,883 | 0.45% | 0.48% | 145 | +169 | 0.23% | Q2 2026 | Aug 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 73,986 | 1,851 | 0.33% | 0.63% | 147 | -45,871 | -38.27% | Q2 2026 | Jul 21, 2026 |
| Csenge Advisory Group | History | Reduced | 73,971 | 1,851 | 0.08% | 0.09% | 146 | -2,016 | -2.65% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | New | 74,627 | 1,850 | 0.03% | — | 148 | +74,627 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 74,627 | 1,850 | 0.03% | 0.04% | 149 | -4,683 | -5.9% | Q2 2026 | Jul 29, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 73,699 | 1,844 | 0.71% | 1.1% | 150 | -26,049 | -26.11% | Q2 2026 | Jul 20, 2026 |
| WT Wealth Management | History | Reduced | 70,609 | 1,767 | 0.49% | 0.63% | 151 | -14,887 | -17.41% | Q2 2026 | Jul 22, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 70,590 | 1,766 | 0.43% | 0.45% | 152 | +5,746 | 8.86% | Q2 2026 | Aug 10, 2026 |
| PFG Advisors | History | Reduced | 70,008 | 1,752 | 0.09% | 0.18% | 153 | -76,957 | -52.36% | Q2 2026 | Jul 16, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 68,542 | 1,715 | 0.32% | 0.35% | 154 | +227 | 0.33% | Q2 2026 | Jul 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 66,414 | 1,662 | 0.0% | 0.0% | 155 | +17,868 | 36.81% | Q2 2026 | Aug 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 66,028 | 1,652 | 0.37% | 0.44% | 156 | -3,796 | -5.44% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 65,127 | 1,630 | 0.1% | 0.09% | 157 | -28,124 | -30.16% | Q2 2026 | Aug 04, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 63,475 | 1,588 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 62,398 | 1,561 | 0.15% | 0.16% | 159 | +5,820 | 10.29% | Q2 2026 | Aug 05, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 61,597 | 1,541 | 0.53% | 0.56% | 160 | +6,227 | 11.25% | Q2 2026 | Jul 29, 2026 |
| Private Wealth Group, LLC | History | Added to | 61,454 | 1,538 | 0.59% | 0.6% | 161 | +9,663 | 18.66% | Q2 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 61,029 | 1,527 | 0.01% | 0.01% | 162 | +7,484 | 13.98% | Q2 2026 | Sep 08, 2026 |
| AMG National Trust Bank | History | Added to | 58,707 | 1,469 | 0.03% | 0.03% | 163 | +8,267 | 16.39% | Q2 2026 | Aug 06, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 58,542 | 1,465 | 0.01% | 0.0% | 164 | +42,833 | 272.67% | Q2 2026 | Aug 17, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 56,898 | 1,424 | 0.02% | 0.02% | 165 | -1,050 | -1.81% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 54,240 | 1,357 | 0.0% | 0.0% | 166 | +12,465 | 29.84% | Q2 2026 | Aug 14, 2026 |
| Hobart Private Capital, LLC | History | Added to | 53,213 | 1,331 | 0.23% | 0.24% | 167 | +3,349 | 6.72% | Q2 2026 | Jul 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 52,721 | 1,319 | 0.01% | 0.01% | 168 | +10,457 | 24.74% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 52,280 | 1,308 | 0.1% | 0.11% | 169 | -1,403 | -2.61% | Q2 2026 | Aug 14, 2026 |
| Smithfield Trust Co | History | Added to | 51,034 | 1,277 | 0.05% | 0.05% | 170 | +1,998 | 4.07% | Q2 2026 | Aug 05, 2026 |
| XP Advisory US, Inc. | History | New | 50,944 | 1,275 | 0.7% | — | 171 | +50,944 | New | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,434 | 1,262 | 0.01% | 0.0% | 172 | +43,054 | 583.39% | Q2 2026 | Jul 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 50,064 | 1,253 | 0.46% | 0.5% | 173 | +2,352 | 4.93% | Q2 2026 | Jul 21, 2026 |
| Trivium Point Advisory, LLC | History | New | 47,578 | 1,190 | 0.11% | — | 174 | +47,578 | New | Q2 2026 | Aug 06, 2026 |
| Calamos Wealth Management LLC | History | No change | 47,536 | 1,189 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Invesco Ltd. | History | No change | 46,757 | 1,170 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 45,588 | 1,141 | 0.06% | 0.04% | 177 | +15,168 | 49.86% | Q2 2026 | Jul 23, 2026 |
| Cane Capital Partners, LLC | History | Added to | 45,199 | 1,131 | 0.45% | 0.31% | 178 | +16,500 | 57.49% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 44,348 | 1,110 | 0.01% | — | 179 | +44,348 | New | Q2 2026 | Jul 27, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 43,704 | 1,093 | 0.71% | 0.68% | 180 | +4,097 | 10.34% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 42,750 | 1,070 | 0.0% | 0.02% | 181 | -202,731 | -82.59% | Q2 2026 | Aug 05, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 42,483 | 1,063 | 0.07% | 0.06% | 182 | +12,499 | 41.69% | Q2 2026 | Jul 31, 2026 |
| Edgestream Partners, L.P. | History | Added to | 42,024 | 1,051 | 0.03% | 0.02% | 183 | +16,914 | 67.36% | Q2 2026 | Aug 11, 2026 |
| APS Management Group, Inc. | History | Added to | 41,911 | 1,049 | 0.81% | 0.75% | 184 | +6,669 | 18.92% | Q2 2026 | Jul 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 41,434 | 1,037 | 0.04% | 0.04% | 185 | +19,167 | 86.08% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Reduced | 41,247 | 1,031 | 0.04% | 0.06% | 186 | -2,372 | -5.44% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 40,798 | 1,021 | 0.0% | 0.0% | 187 | +9,749 | 31.4% | Q2 2026 | Aug 13, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 40,718 | 1,019 | 0.13% | 0.11% | 188 | +11,172 | 37.81% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 39,606 | 991 | 0.0% | 0.0% | 189 | +7,020 | 21.54% | Q2 2026 | Aug 05, 2026 |
| Coppell Advisory Solutions LLC | History | New | 48,312 | 989 | 0.08% | — | 190 | +48,312 | New | Q2 2026 | Aug 14, 2026 |
| Everstar Asset Management, LLC | History | No change | 39,171 | 980 | 0.47% | 0.52% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Visionary Wealth Advisors | History | Reduced | 38,974 | 975 | 0.04% | 0.17% | 192 | -110,413 | -73.91% | Q2 2026 | Aug 13, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 37,756 | 945 | 0.37% | 0.4% | 193 | -413 | -1.08% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 37,693 | 943 | 0.01% | 0.01% | 194 | +407 | 1.09% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 37,580 | 940 | 0.02% | 0.02% | 195 | -2,707 | -6.72% | Q2 2026 | Jul 31, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 37,523 | 939 | 0.04% | 0.05% | 196 | +238 | 0.64% | Q2 2026 | Jul 23, 2026 |
| Midwest Trust Co | History | No change | 37,420 | 936 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 37,153 | 930 | 0.01% | 0.01% | 198 | +2,253 | 6.46% | Q2 2026 | Aug 14, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 35,000 | 876 | 0.19% | 0.21% | 199 | -1,000 | -2.78% | Q2 2026 | Jul 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 34,471 | 863 | 0.09% | 0.09% | 200 | +1,200 | 3.61% | Q2 2026 | Jul 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 33,800 | 846 | 0.0% | — | 201 | +33,800 | New | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | Added to | 32,591 | 815 | 0.13% | 0.09% | 202 | +13,814 | 73.57% | Q2 2026 | Jul 07, 2026 |
| Generation Capital Management LLC | History | Reduced | 32,575 | 815 | 0.5% | 0.71% | 203 | -6,425 | -16.47% | Q2 2026 | Aug 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 31,884 | 798 | 0.23% | — | 204 | +31,884 | New | Q2 2026 | Jul 23, 2026 |
| ROCKLAND TRUST CO | History | Added to | 31,471 | 787 | 0.03% | 0.03% | 205 | +60 | 0.19% | Q2 2026 | Jul 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 31,034 | 776 | 0.02% | 0.02% | 206 | +1,143 | 3.82% | Q2 2026 | Aug 06, 2026 |
| M Holdings Securities, Inc. | History | Added to | 30,895 | 773 | 0.11% | 0.05% | 207 | +2,942 | 10.52% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 30,920 | 773 | 0.02% | 0.02% | 208 | -88 | -0.28% | Q2 2026 | Aug 14, 2026 |
| Opulen Financial Group LLC | History | Added to | 30,566 | 765 | 0.48% | 0.53% | 209 | +528 | 1.76% | Q2 2026 | Jul 27, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 30,474 | 762 | 0.2% | 0.24% | 210 | -6,086 | -16.65% | Q2 2026 | Jul 31, 2026 |
| FinArc Investments, Inc. | History | Reduced | 29,184 | 730 | 0.66% | 0.7% | 211 | -97 | -0.33% | Q2 2026 | Aug 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 29,200 | 727 | 0.05% | 0.05% | 212 | -437 | -1.47% | Q2 2026 | Jul 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 27,350 | 684 | 0.06% | — | 213 | +27,350 | New | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 27,362 | 684 | 0.05% | 0.05% | 214 | -888 | -3.14% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 27,062 | 677 | 0.01% | 0.01% | 215 | +12,085 | 80.69% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 25,861 | 647 | 0.03% | 0.04% | 216 | -335 | -1.28% | Q2 2026 | Jul 14, 2026 |
| Allworth Financial LP | History | Reduced | 25,664 | 642 | 0.0% | 0.0% | 217 | -2,750 | -9.68% | Q2 2026 | Aug 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 25,000 | 625 | 0.02% | 0.04% | 218 | -19,500 | -43.82% | Q2 2026 | Aug 10, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 25,005 | 625 | 0.14% | 0.17% | 219 | -2,211 | -8.12% | Q2 2026 | Jul 08, 2026 |
| Global View Capital Management LLC | History | Added to | 24,587 | 615 | 0.13% | 0.13% | 220 | +4,759 | 24.0% | Q2 2026 | Jul 23, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 24,390 | 610 | 0.07% | 0.08% | 221 | +1 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 22,975 | 575 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 22,830 | 571 | 0.01% | 0.01% | 223 | +2,763 | 13.77% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 22,440 | 561 | 0.0% | 0.0% | 224 | -561 | -2.44% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 22,389 | 560 | 0.03% | 0.04% | 225 | -1,086 | -4.63% | Q2 2026 | Aug 04, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 22,461 | 558 | 0.13% | 0.13% | 226 | +4,177 | 22.85% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 21,617 | 541 | 0.01% | 0.01% | 227 | +4,186 | 24.01% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 21,315 | 533 | 0.01% | 0.01% | 228 | +5,144 | 31.81% | Q2 2026 | Jul 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,805 | 495 | 0.0% | 0.0% | 229 | +10,508 | 113.03% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,389 | 485 | 0.02% | 0.02% | 230 | +2,273 | 13.28% | Q2 2026 | Aug 14, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 19,084 | 477 | 0.68% | 0.83% | 231 | -358 | -1.84% | Q2 2026 | Jul 20, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 18,533 | 462 | 0.02% | 0.03% | 232 | -713 | -3.7% | Q2 2026 | Jul 28, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 18,419 | 461 | 0.11% | 0.13% | 233 | +894 | 5.1% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 17,773 | 444 | 0.03% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 17,642 | 441 | 0.0% | 0.01% | 235 | -3,288 | -15.71% | Q2 2026 | Aug 03, 2026 |
| BTS Asset Management, Inc. | History | Added to | 17,546 | 439 | 0.93% | 1.15% | 236 | +5,539 | 46.13% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 17,276 | 432 | 0.02% | 0.02% | 237 | -244 | -1.39% | Q2 2026 | Jul 16, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 16,769 | 419 | 0.03% | 0.03% | 238 | -800 | -4.55% | Q2 2026 | Jul 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 16,619 | 415 | 0.01% | 0.01% | 239 | -60 | -0.36% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | Reduced | 16,275 | 407 | 0.07% | 0.09% | 240 | -608 | -3.6% | Q2 2026 | Aug 04, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 15,799 | 395 | 0.19% | 0.22% | 241 | -434 | -2.67% | Q2 2026 | Jul 22, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 15,753 | 394 | 0.02% | 0.03% | 242 | +101 | 0.65% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 15,621 | 390 | 0.03% | 0.2% | 243 | -88,093 | -84.94% | Q2 2026 | Jul 27, 2026 |
| FIRST HORIZON CORP | History | New | 15,274 | 382 | 0.01% | — | 244 | +15,274 | New | Q2 2026 | Jul 20, 2026 |
| Patten Group, Inc. | History | Reduced | 15,226 | 381 | 0.06% | 0.09% | 245 | -5,899 | -27.92% | Q2 2026 | Aug 06, 2026 |
| AlTi Global, Inc. | History | New | 14,938 | 373 | 0.01% | — | 247 | +14,938 | New | Q2 2026 | Aug 05, 2026 |
| Western Wealth Management, LLC | History | Reduced | 14,907 | 373 | 0.01% | 0.01% | 246 | -200 | -1.32% | Q2 2026 | Aug 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 14,823 | 371 | 0.04% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 14,656 | 366 | 0.03% | 0.04% | 249 | -345 | -2.3% | Q2 2026 | Jul 16, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 14,608 | 365 | 0.09% | 0.1% | 250 | -324 | -2.17% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 14,535 | 363 | 0.01% | 0.01% | 251 | -4,619 | -24.12% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | Reduced | 14,493 | 362 | 0.0% | 0.0% | 252 | -230 | -1.56% | Q2 2026 | Aug 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 14,204 | 355 | 0.02% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 14,067 | 352 | 0.0% | 0.0% | 254 | -10,600 | -42.97% | Q2 2026 | Jul 17, 2026 |
| Wealth Watch Advisors, INC | History | New | 13,949 | 349 | 0.11% | — | 255 | +13,949 | New | Q2 2026 | Aug 14, 2026 |
| Choate Investment Advisors | History | No change | 13,880 | 347 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 13,290 | 332 | 0.05% | 0.05% | 257 | +164 | 1.25% | Q2 2026 | Aug 03, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 13,079 | 327 | 0.05% | 0.04% | 258 | +1,447 | 12.44% | Q2 2026 | Aug 07, 2026 |
| Florida Trust Wealth Management Co | History | New | 13,064 | 326 | 0.01% | — | 259 | +13,064 | New | Q2 2026 | Jul 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 13,051 | 326 | 0.01% | 0.01% | 260 | -524 | -3.86% | Q2 2026 | Jul 29, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 12,953 | 324 | 0.04% | 0.05% | 261 | +757 | 6.21% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 12,817 | 320 | 0.0% | 0.0% | 262 | +2,770 | 27.57% | Q2 2026 | Sep 23, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 12,665 | 317 | 0.12% | 0.14% | 263 | -733 | -5.47% | Q2 2026 | Jul 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 12,122 | 303 | 0.0% | 0.0% | 264 | -12,062 | -49.88% | Q2 2026 | Aug 27, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 11,864 | 296 | 0.08% | 0.12% | 265 | -2,402 | -16.84% | Q2 2026 | Aug 07, 2026 |
| Colonial Trust Co / SC | History | No change | 11,700 | 292 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,601 | 290 | 0.0% | 0.0% | 267 | +1,132 | 10.81% | Q2 2026 | Aug 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 11,457 | 286 | 0.04% | 0.05% | 268 | +80 | 0.7% | Q2 2026 | Jul 21, 2026 |
| Apella Capital, LLC | History | New | 11,416 | 284 | 0.0% | — | 270 | +11,416 | New | Q2 2026 | Jul 08, 2026 |
| Cumberland Partners Ltd | History | Added to | 11,368 | 284 | 0.02% | 0.02% | 269 | +1,495 | 15.14% | Q2 2026 | Aug 06, 2026 |
| Cascade Financial Partners, LLC | History | New | 10,900 | 272 | 0.02% | — | 271 | +10,900 | New | Q2 2026 | Aug 04, 2026 |
| Advisor Resource Council | History | Added to | 10,682 | 267 | 0.08% | 0.09% | 272 | +22 | 0.21% | Q2 2026 | Jul 28, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 10,641 | 266 | 0.1% | 0.11% | 273 | +585 | 5.82% | Q2 2026 | Aug 05, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 10,460 | 261 | 0.06% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 10,340 | 258 | 0.0% | 0.0% | 275 | +800 | 8.39% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | New | 10,264 | 256 | 0.0% | — | 276 | +10,264 | New | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Added to | 10,138 | 253 | 0.0% | 0.0% | 277 | +501 | 5.2% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 9,997 | 250 | 0.0% | 0.01% | 278 | -15,274 | -60.44% | Q2 2026 | Aug 14, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 9,990 | 250 | 0.07% | 0.09% | 280 | -47 | -0.47% | Q2 2026 | Jul 14, 2026 |
| Eagle Strategies LLC | History | Added to | 10,026 | 250 | 0.02% | 0.03% | 281 | +1 | 0.01% | Q2 2026 | Jul 21, 2026 |
| Boston Partners | History | No change | 10,020 | 250 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 9,949 | 249 | 0.02% | 0.03% | 282 | -49 | -0.49% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | New | 9,876 | 247 | 0.0% | — | 283 | +9,876 | New | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | New | 9,874 | 247 | 0.0% | — | 284 | +9,874 | New | Q2 2026 | Aug 12, 2026 |
| Centennial Bank/AR/ | History | Added to | 9,729 | 243 | 0.08% | 0.08% | 285 | +285 | 3.02% | Q2 2026 | Aug 10, 2026 |
| Royal Fund Management, LLC | History | Reduced | 9,607 | 240 | 0.02% | 0.02% | 286 | -527 | -5.2% | Q2 2026 | Jul 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,539 | 237 | 0.01% | 0.02% | 287 | +54 | 0.57% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,428 | 235 | 0.0% | 0.0% | 288 | +23 | 0.24% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 9,239 | 231 | 0.01% | 0.01% | 289 | -722 | -7.25% | Q2 2026 | Aug 05, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 9,132 | 228 | 0.03% | — | 291 | +9,132 | New | Q2 2026 | Aug 12, 2026 |
| Friedenthal Financial | History | Added to | 9,111 | 228 | 0.11% | 0.11% | 290 | +254 | 2.87% | Q2 2026 | Jul 13, 2026 |
| Phoenix Financial Ltd. | History | No change | 8,927 | 223 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ETF Store, Inc. | History | Added to | 8,859 | 221 | 0.18% | 0.21% | 293 | +72 | 0.82% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | Added to | 8,644 | 216 | 0.0% | 0.0% | 294 | +2,643 | 44.04% | Q2 2026 | Aug 03, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,628 | 215 | 0.0% | 0.0% | 295 | -34 | -0.39% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | New | 8,507 | 212 | 0.0% | — | 296 | +8,507 | New | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 8,235 | 206 | 0.0% | 0.0% | 297 | -31,792 | -79.43% | Q2 2026 | Aug 14, 2026 |
| Bellecapital International Ltd. | History | New | 8,217 | 205 | 0.03% | — | 298 | +8,217 | New | Q2 2026 | Jul 22, 2026 |
| Millstone Evans Group, LLC | History | Added to | 8,213 | 205 | 0.11% | 0.04% | 299 | +5,240 | 176.25% | Q2 2026 | Aug 11, 2026 |
| Simplicity Wealth,LLC | History | New | 8,177 | 204 | 0.01% | — | 300 | +8,177 | New | Q2 2026 | Aug 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 5,631 | 140 | 0.02% | 0.03% | 301 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,534 | 138 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 5,413 | 135 | 0.08% | 0.08% | 303 | +235 | 4.54% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | Added to | 5,214 | 130 | 0.03% | 0.03% | 304 | +22 | 0.42% | Q2 2026 | Aug 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 4,904 | 122 | 0.03% | 0.03% | 305 | -192 | -3.77% | Q2 2026 | Sep 02, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 4,854 | 121 | 0.04% | 0.05% | 306 | -632 | -11.52% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 4,657 | 116 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 4,650 | 116 | 0.08% | 0.09% | 308 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,374 | 109 | 0.0% | 0.0% | 309 | +154 | 3.65% | Q2 2026 | Jul 06, 2026 |
| Capital Analysts, LLC | History | Added to | 4,304 | 108 | 0.0% | 0.0% | 310 | +516 | 13.62% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,195 | 104 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Markowski Investments | History | New | 4,116 | 103 | 0.02% | — | 312 | +4,116 | New | Q2 2026 | Aug 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 4,089 | 102 | 0.02% | 0.01% | 313 | -544 | -11.74% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,979 | 99 | 0.0% | 0.0% | 314 | -179 | -4.3% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 3,920 | 98 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 2,926 | 73 | 0.01% | 0.18% | 316 | -61,719 | -95.47% | Q2 2026 | Aug 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,947 | 73 | 0.02% | — | 317 | +2,947 | New | Q2 2026 | Aug 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 2,754 | 68 | 0.01% | 0.01% | 318 | -21 | -0.76% | Q2 2026 | Jul 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,560 | 64 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,555 | 63 | 0.0% | 0.0% | 321 | -337 | -11.65% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,557 | 63 | 0.0% | 0.0% | 320 | -283 | -9.96% | Q2 2026 | Aug 11, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 2,493 | 62 | 0.56% | 0.58% | 323 | -580 | -18.87% | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,500 | 62 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,391 | 59 | 0.0% | 0.01% | 324 | +125 | 5.52% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | New | 2,314 | 57 | 0.0% | — | 325 | +2,314 | New | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,244 | 56 | 0.0% | 0.03% | 326 | -28,987 | -92.81% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,250 | 56 | 0.0% | 0.0% | 327 | +100 | 4.65% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 2,078 | 52 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Added to | 1,925 | 48 | 0.01% | 0.01% | 329 | +546 | 39.59% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | New | 1,912 | 47 | 0.0% | — | 330 | +1,912 | New | Q2 2026 | Jul 24, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 1,905 | 47 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | Added to | 1,810 | 45 | 0.0% | 0.0% | 332 | +748 | 70.43% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 1,762 | 44 | 0.0% | 0.0% | 333 | -4,686 | -72.67% | Q2 2026 | Aug 13, 2026 |
| Clean Yield Group | History | Reduced | 1,669 | 41 | 0.01% | 0.05% | 335 | -5,293 | -76.03% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,675 | 41 | 0.0% | 0.0% | 334 | -1,125 | -40.18% | Q2 2026 | Aug 10, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 1,637 | 40 | 0.01% | — | 336 | +1,598 | 4097.44% | Q2 2026 | Aug 14, 2026 |
| Boreal Capital Management LLC | History | New | 1,575 | 39 | 0.03% | — | 337 | +1,575 | New | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 1,420 | 35 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fairway Wealth LLC | History | New | 1,315 | 32 | 0.01% | — | 341 | +1,315 | New | Q2 2026 | Jul 24, 2026 |
| CITY HOLDING CO | History | No change | 1,283 | 32 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,306 | 32 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,259 | 31 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Bancorp, Inc /ME/ | History | New | 1,110 | 27 | 0.01% | — | 343 | +1,110 | New | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 898 | 22 | 0.0% | 0.01% | 344 | -1,750 | -66.09% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 850 | 21 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | New | 826 | 20 | 0.0% | — | 347 | +826 | New | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 800 | 20 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 766 | 19 | 0.0% | 0.0% | 348 | +702 | 1096.88% | Q2 2026 | Aug 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 737 | 18 | 0.0% | 0.0% | 349 | +13 | 1.8% | Q2 2026 | Jul 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 657 | 16 | 0.01% | 0.01% | 350 | +1 | 0.15% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | New | 613 | 15 | 0.0% | — | 352 | +613 | New | Q2 2026 | Jul 30, 2026 |
| Register Financial Advisors LLC | History | No change | 600 | 15 | 0.0% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Topsail Wealth Management, LLC | History | No change | 600 | 15 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 595 | 14 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 552 | 13 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Founders Financial Alliance, LLC | History | New | 490 | 12 | 0.0% | — | 357 | +490 | New | Q2 2026 | Aug 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 500 | 12 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 452 | 11 | 0.01% | 0.01% | 358 | +157 | 53.22% | Q2 2026 | Jul 21, 2026 |
| Basepoint Wealth LLC | History | Added to | 413 | 10 | 0.01% | 0.0% | 363 | +60 | 17.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 405 | 10 | 0.0% | 0.0% | 359 | -27 | -6.25% | Q2 2026 | Jul 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 428 | 10 | 0.0% | 0.0% | 360 | +2 | 0.47% | Q2 2026 | Jul 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 400 | 10 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bernard Wealth Management Corp. | History | No change | 401 | 10 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 367 | 9 | 0.01% | 0.02% | 365 | -606 | -62.28% | Q2 2026 | Jul 08, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 376 | 9 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | Added to | 341 | 8 | 0.0% | 0.0% | 367 | +34 | 11.07% | Q2 2026 | Jul 30, 2026 |
| EPG Wealth Management LLC | History | No change | 331 | 8 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Triumph Capital Management | History | Added to | 318 | 7 | 0.0% | 0.0% | 368 | +17 | 5.65% | Q2 2026 | Jul 20, 2026 |
| NFSG Corp | History | Added to | 242 | 6 | 0.0% | 0.0% | 370 | +4 | 1.68% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 275 | 6 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 275 | 6 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 220 | 5 | 0.0% | 0.03% | 373 | -3,372 | -93.88% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 214 | 5 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 188 | 4 | 0.0% | — | 375 | +188 | New | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 180 | 4 | 0.0% | — | 374 | +156 | 650.0% | Q2 2026 | Jul 22, 2026 |
| Key Capital Management, INC | History | Reduced | 145 | 3 | 0.0% | 0.01% | 381 | -430 | -74.78% | Q2 2026 | Jul 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 129 | 3 | 0.0% | 0.0% | 380 | +2 | 1.57% | Q2 2026 | Jul 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 156 | 3 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Providence Capital Advisors, LLC | History | No change | 158 | 3 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caitlin John, LLC | History | No change | 159 | 3 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 115 | 2 | 0.0% | 0.0% | 384 | -74 | -39.15% | Q2 2026 | Jul 29, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 96 | 2 | 0.0% | 0.0% | 386 | +1 | 1.05% | Q2 2026 | Jul 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 110 | 2 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Costello Asset Management, INC | History | No change | 89 | 2 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GAMMA Investing LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 77 | 1 | 0.0% | — | 388 | +77 | New | Q2 2026 | Aug 06, 2026 |
| WealthShield Partners, LLC | History | New | 53 | 1 | 0.0% | — | 389 | +53 | New | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 50 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 40 | 1 | 0.0% | — | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -654,600 | -100.0% | Q2 2026 | Jul 09, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.48% | — | -352,024 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Sterling Manor Financial, LLC | History | Closed out | 0 | 0 | — | 5.4% | — | -345,836 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 4.53% | — | -277,606 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -204,815 | -100.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -192,650 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -109,588 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.22% | — | -77,545 | -100.0% | Q2 2026 | Jul 31, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -61,908 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,536 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -43,273 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -31,173 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -31,173 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Moss Adams Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,644 | -100.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -15,398 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GM Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,675 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,660 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,925 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Crumly & Associates Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -8,539 | -100.0% | Q2 2026 | Jul 08, 2026 |
| WBI INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,018 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MILLINGTON SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,018 | -100.0% | Q1 2026 | Jul 15, 2026 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -4,500 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -2,203 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,273 | -100.0% | Q2 2026 | Jul 01, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,126 | -100.0% | Q1 2026 | May 19, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,104 | -100.0% | Q2 2026 | Jul 29, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -807 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -477 | -100.0% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -365 | -100.0% | Q2 2026 | Jul 23, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q2 2026 | Jul 24, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PMV Capital Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PlanVest Financial, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dunhill Financial, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |