iSHARES TRUST - SLQD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,544,555 | 128,169 | 0.01% | 0.01% | 1 | +167,293 | 7.04% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2,077,168 | 104,626 | 0.16% | 0.18% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LJI Wealth Management, LLC | History | Added to | 1,635,740 | 82,392 | 11.54% | 11.03% | 3 | +268,114 | 19.6% | Q2 2026 | Jul 31, 2026 |
| MAI Capital Management | History | Added to | 1,274,393 | 64,191 | 0.24% | 0.31% | 4 | +190,706 | 17.6% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,186,359 | 59,756 | 0.01% | 0.01% | 5 | +78,916 | 7.13% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 1,136,737 | 57,257 | 0.01% | 0.01% | 6 | -21,891 | -1.89% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 1,032,454 | 52,128 | 0.86% | 0.84% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bramshill Investments, LLC | History | Added to | 1,008,271 | 50,786 | 3.89% | 4.34% | 8 | +11,269 | 1.13% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 982,350 | 49,480 | 1.2% | 1.35% | 9 | +11,362 | 1.17% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 855,934 | 43,113 | 0.01% | 0.01% | 10 | +68,126 | 8.65% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 824,298 | 41,519 | 0.01% | 0.01% | 11 | +96,341 | 13.23% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | Added to | 788,528 | 39,718 | 5.19% | 5.56% | 12 | +28,948 | 3.81% | Q2 2026 | Jul 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 618,501 | 31,153 | 0.0% | 0.0% | 13 | +22,608 | 3.79% | Q2 2026 | Aug 14, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 510,292 | 25,703 | 4.92% | 5.35% | 14 | +18,904 | 3.85% | Q2 2026 | Jul 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 507,289 | 25,546 | 0.01% | 0.01% | 15 | -320,840 | -38.74% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 503,384 | 25,355 | 0.08% | 0.09% | 16 | +16,031 | 3.29% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 448,811 | 22,606 | 1.08% | 1.44% | 17 | -20,776 | -4.42% | Q2 2026 | Jul 28, 2026 |
| Allianz Asset Management GmbH | History | Added to | 435,942 | 21,958 | 0.02% | 0.02% | 18 | +76,619 | 21.32% | Q2 2026 | Sep 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 418,807 | 21,095 | 0.2% | 0.22% | 19 | +21,828 | 5.5% | Q2 2026 | Aug 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 394,083 | 19,849 | 3.76% | 5.71% | 20 | -135,900 | -25.64% | Q2 2026 | Jul 13, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 394,035 | 19,847 | 2.59% | 2.59% | 21 | +14,126 | 3.72% | Q2 2026 | Jul 31, 2026 |
| ALLSTATE CORP | History | New | 350,519 | 17,655 | 0.18% | — | 22 | +350,519 | New | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | Added to | 327,118 | 16,476 | 1.15% | 1.23% | 23 | +13,947 | 4.45% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | Reduced | 320,449 | 16,141 | 0.02% | 0.03% | 24 | -40,117 | -11.13% | Q2 2026 | Aug 27, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 275,433 | 13,873 | 1.97% | 2.1% | 25 | +10,448 | 3.94% | Q2 2026 | Jul 29, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 265,774 | 13,387 | 0.03% | 0.01% | 26 | +227,061 | 586.52% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 264,861 | 13,341 | 0.01% | 0.02% | 27 | -31,713 | -10.69% | Q2 2026 | Aug 12, 2026 |
| Waterloo Capital, L.P. | History | Added to | 256,252 | 12,907 | 0.73% | 0.86% | 28 | +14,271 | 5.9% | Q2 2026 | Jul 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 250,728 | 12,629 | 2.78% | 2.88% | 29 | +21,339 | 9.3% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 243,866 | 12,283 | 0.0% | 0.0% | 30 | +8,986 | 3.83% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 242,710 | 12,225 | 0.01% | 0.01% | 31 | -13,029 | -5.09% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 220,414 | 11,102 | 0.01% | 0.01% | 32 | +19,516 | 9.71% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 211,186 | 10,637 | 0.0% | 0.0% | 33 | -4,961 | -2.3% | Q2 2026 | Sep 23, 2026 |
| Colonial Trust Co / SC | History | Added to | 199,884 | 10,068 | 1.27% | 1.32% | 34 | +7,339 | 3.81% | Q2 2026 | Aug 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | Added to | 194,079 | 9,775 | 0.03% | 0.03% | 35 | +14,302 | 7.96% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 189,053 | 9,522 | 0.01% | 0.01% | 36 | -5,397 | -2.78% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 168,814 | 8,503 | 0.02% | 0.02% | 37 | +46,667 | 38.21% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 168,013 | 8,462 | 1.03% | 1.14% | 38 | +8,107 | 5.07% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 166,772 | 8,400 | 0.07% | — | 39 | +166,772 | New | Q2 2026 | Aug 06, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 161,697 | 8,144 | 0.01% | 0.01% | 40 | +48,938 | 43.4% | Q2 2026 | Aug 14, 2026 |
| Sierra Capital LLC | History | Reduced | 158,336 | 7,975 | 0.77% | 0.88% | 41 | -2,322 | -1.45% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 151,631 | 7,643 | 0.0% | 0.0% | 42 | +8,066 | 5.62% | Q2 2026 | Aug 12, 2026 |
| NDWM LLC | History | Added to | 150,111 | 7,561 | 4.44% | 4.21% | 43 | +21,389 | 16.62% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 144,592 | 7,283 | 0.01% | 0.01% | 44 | -46,432 | -24.31% | Q2 2026 | Jul 29, 2026 |
| Saiph Capital, LLC | History | Reduced | 143,690 | 7,237 | 2.17% | 2.86% | 45 | -5,759 | -3.85% | Q2 2026 | Jul 29, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 134,345 | 6,766 | 1.65% | 1.78% | 46 | +1,227 | 0.92% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | Reduced | 131,484 | 6,622 | 0.07% | 0.09% | 47 | -3,917 | -2.89% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 130,417 | 6,569 | 0.02% | 0.02% | 48 | +1,036 | 0.8% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 127,022 | 6,398 | 0.01% | 0.01% | 49 | +3,248 | 2.62% | Q2 2026 | Aug 14, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 119,691 | 6,028 | 3.46% | 5.62% | 50 | -27,331 | -18.59% | Q2 2026 | Jul 15, 2026 |
| IPG Investment Advisors LLC | History | Added to | 119,283 | 6,008 | 0.86% | 0.28% | 51 | +87,026 | 269.79% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 118,679 | 5,977 | 0.02% | 0.03% | 52 | -11,686 | -8.96% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | Added to | 113,383 | 5,711 | 0.0% | 0.0% | 53 | +36 | 0.03% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 107,010 | 5,390 | 0.03% | 0.04% | 54 | +309 | 0.29% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 106,631 | 5,371 | 0.03% | 0.04% | 55 | +3,979 | 3.88% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 105,495 | 5,313 | 0.02% | 0.03% | 56 | +1,704 | 1.64% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | New | 103,440 | 5,210 | 0.0% | — | 57 | +103,440 | New | Q2 2026 | Aug 13, 2026 |
| JT Stratford LLC | History | Added to | 103,157 | 5,196 | 0.57% | 0.65% | 58 | +1,976 | 1.95% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 95,886 | 4,809 | 0.89% | 1.05% | 59 | -320 | -0.33% | Q2 2026 | Aug 05, 2026 |
| River Wealth Advisors LLC | History | Reduced | 93,812 | 4,725 | 0.49% | 0.6% | 60 | -9,318 | -9.04% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 93,041 | 4,686 | 0.01% | 0.02% | 61 | -10,849 | -10.44% | Q2 2026 | Aug 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 92,863 | 4,677 | 0.28% | 0.26% | 62 | +8,810 | 10.48% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 84,228 | 4,243 | 0.0% | 0.01% | 63 | +14,754 | 21.24% | Q2 2026 | Aug 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 83,730 | 4,217 | 0.79% | 0.92% | 64 | -5,141 | -5.78% | Q2 2026 | Jul 17, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 82,302 | 4,145 | 1.75% | 1.76% | 65 | +2,313 | 2.89% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 81,026 | 4,081 | 0.13% | 0.14% | 66 | +3,927 | 5.09% | Q2 2026 | Jul 31, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 79,401 | 3,999 | 0.21% | 0.22% | 67 | -1,625 | -2.01% | Q2 2026 | Aug 14, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 75,379 | 3,796 | 3.31% | 3.49% | 68 | +3,885 | 5.43% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 75,134 | 3,766 | 0.01% | 0.01% | 69 | +3,742 | 5.24% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Added to | 73,563 | 3,705 | 0.07% | 0.06% | 70 | +13,909 | 23.32% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 72,626 | 3,660 | 0.0% | 0.0% | 71 | +15,845 | 27.91% | Q2 2026 | Aug 14, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 62,128 | 3,129 | 2.02% | 1.73% | 72 | +5,669 | 10.04% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 62,016 | 3,123 | 0.0% | 0.0% | 73 | +4,985 | 8.74% | Q2 2026 | Aug 14, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 60,349 | 3,039 | 0.25% | 0.27% | 74 | -9 | -0.01% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 59,872 | 3,015 | 0.01% | 0.0% | 75 | +53,796 | 885.39% | Q2 2026 | Jul 28, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 58,816 | 2,962 | 0.27% | 0.32% | 76 | -1,876 | -3.09% | Q2 2026 | Jul 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 58,963 | 2,957 | 0.01% | 0.01% | 77 | +559 | 0.96% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 57,282 | 2,885 | 0.01% | 0.01% | 78 | +2,602 | 4.76% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | Reduced | 57,188 | 2,880 | 0.0% | 0.01% | 79 | -43,638 | -43.28% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 56,764 | 2,859 | 0.15% | 0.31% | 80 | -43,533 | -43.4% | Q2 2026 | Jul 29, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 55,173 | 2,779 | 0.45% | 0.53% | 81 | -357 | -0.64% | Q2 2026 | Jul 28, 2026 |
| Obsido Oy | History | Reduced | 53,176 | 2,678 | 1.43% | 1.67% | 82 | -1,685 | -3.07% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 52,937 | 2,666 | 0.02% | — | 83 | +52,937 | New | Q2 2026 | Aug 06, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 50,963 | 2,567 | 2.11% | 2.37% | 84 | +1,129 | 2.27% | Q2 2026 | Jul 21, 2026 |
| Life Planning Partners, Inc | History | Added to | 50,869 | 2,562 | 1.9% | 1.92% | 85 | +1,019 | 2.04% | Q2 2026 | Jul 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,000 | 2,518 | 0.0% | 0.0% | 86 | +49,920 | 62400.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 47,175 | 2,376 | 0.0% | 0.0% | 87 | +6,273 | 15.34% | Q2 2026 | Aug 12, 2026 |
| Argent Advisors, Inc. | History | Added to | 43,234 | 2,177 | 0.54% | 0.58% | 88 | +1,326 | 3.16% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 42,804 | 2,156 | 0.0% | 0.0% | 89 | -2,625 | -5.78% | Q2 2026 | Aug 13, 2026 |
| Topor & Co. Korea | History | No change | 42,557 | 2,143 | 1.69% | 1.82% | 90 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| American Wealth Advisors, LLC | History | Added to | 42,468 | 2,139 | 2.01% | 2.22% | 91 | +256 | 0.61% | Q2 2026 | Aug 07, 2026 |
| Turn8 Private Wealth Inc. | History | Reduced | 41,380 | 2,084 | 1.39% | 1.9% | 92 | -18,762 | -31.2% | Q2 2026 | Aug 03, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 40,601 | 2,045 | 0.2% | 0.19% | 93 | +2,018 | 5.23% | Q2 2026 | Jul 17, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 40,235 | 2,026 | 0.61% | 0.68% | 94 | -486 | -1.19% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 39,101 | 1,969 | 0.04% | — | 95 | +39,101 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 38,847 | 1,956 | 0.0% | — | 96 | +38,847 | New | Q2 2026 | Aug 19, 2026 |
| StoneX Group Inc. | History | Reduced | 37,606 | 1,895 | 0.08% | 0.1% | 97 | -72 | -0.19% | Q2 2026 | Aug 12, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 37,485 | 1,888 | 0.23% | 0.23% | 98 | +2,592 | 7.43% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 36,127 | 1,819 | 0.05% | 0.04% | 99 | +5,819 | 19.2% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 33,001 | 1,662 | 0.0% | — | 100 | +33,001 | New | Q2 2026 | Aug 14, 2026 |
| Cosner Financial Group, LLC | History | No change | 32,565 | 1,640 | 0.84% | 0.9% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,960 | 1,610 | 0.0% | 0.0% | 102 | +775 | 2.49% | Q2 2026 | Aug 05, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 31,339 | 1,578 | 1.4% | 1.57% | 103 | -251 | -0.79% | Q2 2026 | Aug 05, 2026 |
| Curi Capital, LLC | History | Reduced | 30,305 | 1,526 | 0.02% | 0.03% | 104 | -2,157 | -6.64% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 30,132 | 1,517 | 0.01% | 0.01% | 105 | +678 | 2.3% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 27,456 | 1,382 | 0.01% | 0.02% | 106 | -1,739 | -5.96% | Q2 2026 | Aug 11, 2026 |
| W1M Asset Management Ltd | History | No change | 26,900 | 1,354 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 26,174 | 1,318 | 0.03% | 0.03% | 108 | +367 | 1.42% | Q2 2026 | Jul 17, 2026 |
| American Money Management, LLC | History | Reduced | 25,296 | 1,274 | 0.18% | 0.21% | 109 | -1,075 | -4.08% | Q2 2026 | Aug 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 25,057 | 1,262 | 0.01% | 0.01% | 110 | +8,048 | 47.32% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 24,459 | 1,232 | 0.0% | 0.0% | 111 | -482 | -1.93% | Q2 2026 | Aug 05, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 24,379 | 1,227 | 0.22% | 0.27% | 112 | +253 | 1.05% | Q2 2026 | Aug 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 23,107 | 1,163 | 0.09% | 0.1% | 113 | +455 | 2.01% | Q2 2026 | Aug 04, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 22,225 | 1,119 | 0.26% | 0.28% | 114 | +1,267 | 6.05% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | Reduced | 21,961 | 1,106 | 0.0% | 0.01% | 115 | -1,945 | -8.14% | Q2 2026 | Aug 10, 2026 |
| City Center Advisors, LLC | History | Added to | 21,816 | 1,098 | 0.89% | 0.97% | 116 | +1,037 | 4.99% | Q2 2026 | Jul 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 21,699 | 1,088 | 0.07% | 0.08% | 117 | -1,819 | -7.73% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | Reduced | 21,070 | 1,061 | 0.0% | 0.01% | 118 | -87,846 | -80.65% | Q2 2026 | Jul 30, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,501 | 1,032 | 0.02% | 0.02% | 119 | -11 | -0.05% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 20,393 | 1,027 | 0.01% | 0.01% | 120 | -2,710 | -11.73% | Q2 2026 | Sep 08, 2026 |
| WIN ADVISORS, INC | History | New | 20,019 | 1,008 | 0.36% | — | 121 | +20,019 | New | Q2 2026 | Aug 04, 2026 |
| FC Advisory LLC | History | Added to | 19,589 | 986 | 0.26% | 0.29% | 122 | +114 | 0.59% | Q2 2026 | Jul 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 19,554 | 984 | 0.01% | 0.02% | 123 | -2,682 | -12.06% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 19,122 | 963 | 0.04% | 0.05% | 124 | +607 | 3.28% | Q2 2026 | Aug 20, 2026 |
| GeoWealth Management, LLC | History | Added to | 18,104 | 911 | 0.03% | 0.03% | 125 | +1,994 | 12.38% | Q2 2026 | Jul 30, 2026 |
| Summa Corp. | History | Added to | 18,000 | 906 | 0.28% | 0.31% | 126 | +3,200 | 21.62% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 17,971 | 905 | 0.0% | 0.03% | 127 | -101,609 | -84.97% | Q2 2026 | Jul 27, 2026 |
| Fortis Capital Management LLC | History | Added to | 17,584 | 885 | 0.1% | 0.09% | 128 | +374 | 2.17% | Q2 2026 | Aug 12, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 17,500 | 881 | 0.05% | 0.64% | 129 | -199,800 | -91.95% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 17,279 | 870 | 0.0% | 0.0% | 130 | -8,694 | -33.47% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 17,197 | 866 | 0.03% | 0.05% | 131 | +2,795 | 19.41% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 17,154 | 864 | 0.07% | 0.09% | 132 | -2,600 | -13.16% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Group, LLC | History | Reduced | 17,019 | 857 | 0.33% | 0.53% | 133 | -5,376 | -24.01% | Q2 2026 | Jul 08, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 16,964 | 854 | 0.07% | 0.08% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Reduced | 16,845 | 848 | 0.44% | 0.89% | 135 | -15,210 | -47.45% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | Added to | 15,462 | 778 | 0.02% | 0.02% | 136 | +3,097 | 25.05% | Q2 2026 | Aug 04, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 15,275 | 769 | 0.09% | 3.26% | 137 | -443,014 | -96.67% | Q2 2026 | Jul 27, 2026 |
| Stokes Family Office, LLC | History | Reduced | 14,659 | 738 | 0.09% | 0.09% | 138 | -1,900 | -11.47% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,489 | 729 | 0.0% | 0.0% | 139 | +1,066 | 7.94% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 14,077 | 709 | 0.01% | 0.08% | 140 | -93,429 | -86.91% | Q2 2026 | Aug 04, 2026 |
| Factor Wealth Management LTD | History | Reduced | 13,727 | 691 | 0.1% | 0.2% | 141 | -7,366 | -34.92% | Q2 2026 | Jul 07, 2026 |
| 4J Wealth Management LLC | History | Reduced | 13,118 | 660 | 0.32% | 0.39% | 142 | -553 | -4.05% | Q2 2026 | Jul 21, 2026 |
| Advisory Alpha, LLC | History | No change | 13,044 | 657 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Reduced | 12,918 | 650 | 0.01% | 0.01% | 144 | -1,943 | -13.07% | Q2 2026 | Aug 10, 2026 |
| Probity Advisors, Inc. | History | Reduced | 12,475 | 628 | 0.09% | 0.1% | 145 | -163 | -1.29% | Q2 2026 | Jul 31, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 12,000 | 604 | 0.35% | 0.38% | 146 | +420 | 3.63% | Q2 2026 | Jul 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 11,680 | 588 | 0.06% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 11,446 | 576 | 0.03% | — | 148 | +11,446 | New | Q2 2026 | Jul 24, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 11,186 | 563 | 0.13% | 0.15% | 149 | -629 | -5.32% | Q2 2026 | Jul 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,945 | 551 | 0.01% | 0.01% | 150 | -432 | -3.8% | Q2 2026 | Aug 05, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 10,789 | 543 | 0.11% | 0.13% | 151 | -694 | -6.04% | Q2 2026 | Aug 11, 2026 |
| Investment Advisory Group, LLC | History | No change | 10,676 | 537 | 0.12% | 0.14% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wolff Financial Management LLC | History | Reduced | 10,519 | 529 | 0.11% | 0.12% | 153 | -600 | -5.4% | Q2 2026 | Jul 16, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 10,494 | 528 | 0.05% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BARINGS LLC | History | Reduced | 10,397 | 523 | 0.01% | 0.01% | 155 | -2,611 | -20.07% | Q2 2026 | Aug 07, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Reduced | 10,052 | 506 | 0.17% | 0.21% | 156 | -768 | -7.1% | Q2 2026 | Aug 06, 2026 |
| Alpha Financial Partners LLC | History | Added to | 9,926 | 499 | 0.26% | 0.29% | 157 | +108 | 1.1% | Q2 2026 | Aug 11, 2026 |
| One Wealth Advisors, LLC | History | Added to | 9,076 | 457 | 0.05% | 0.04% | 158 | +2,525 | 38.54% | Q2 2026 | Aug 06, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 8,790 | 442 | 0.06% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,729 | 439 | 0.0% | 0.0% | 160 | +702 | 8.75% | Q2 2026 | Aug 06, 2026 |
| Montis Financial, LLC | History | Reduced | 8,503 | 428 | 0.09% | 0.12% | 161 | -3,175 | -27.19% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,466 | 426 | 0.0% | 0.0% | 162 | +220 | 2.67% | Q2 2026 | Jul 27, 2026 |
| Diversify Advisory Services, LLC | History | New | 8,013 | 401 | 0.01% | — | 163 | +8,013 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,013 | 401 | 0.01% | — | 164 | +8,013 | New | Q2 2026 | Jul 29, 2026 |
| TRB Wealth Management, LLC | History | New | 7,840 | 394 | 0.05% | — | 165 | +7,840 | New | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,789 | 392 | 0.0% | 0.01% | 166 | +675 | 9.49% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,733 | 389 | 0.0% | 0.0% | 167 | -59 | -0.76% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,495 | 377 | 0.01% | 0.01% | 168 | +642 | 9.37% | Q2 2026 | Jul 29, 2026 |
| PFG Advisors | History | Reduced | 7,293 | 367 | 0.02% | 0.4% | 169 | -156,893 | -95.56% | Q2 2026 | Jul 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,980 | 351 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 6,909 | 348 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 6,907 | 347 | 0.22% | 0.24% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 6,818 | 343 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 6,724 | 338 | 0.09% | 0.1% | 174 | +219 | 3.37% | Q2 2026 | Jul 16, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 6,552 | 330 | 0.18% | 0.2% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | Added to | 6,426 | 323 | 0.1% | 0.12% | 176 | +22 | 0.34% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 6,382 | 321 | 0.0% | 0.0% | 177 | +250 | 4.08% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,391 | 321 | 0.0% | 0.0% | 178 | +205 | 3.31% | Q2 2026 | Aug 12, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 6,049 | 304 | 0.24% | 0.25% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,939 | 299 | 0.03% | 0.05% | 180 | -2,810 | -32.12% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,931 | 298 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,887 | 296 | 0.02% | 0.03% | 182 | -1,725 | -22.66% | Q2 2026 | Jul 28, 2026 |
| Arbor Wealth Management LLC\AZ | History | Reduced | 5,793 | 291 | 0.26% | 0.29% | 183 | -6 | -0.1% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,684 | 286 | 0.0% | 0.0% | 184 | -491 | -7.95% | Q2 2026 | Jul 28, 2026 |
| LexAurum Advisors, LLC | History | Added to | 5,132 | 258 | 0.03% | 0.03% | 185 | +771 | 17.68% | Q2 2026 | Jul 15, 2026 |
| Boreal Capital Management LLC | History | No change | 5,060 | 254 | 0.19% | 0.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 5,037 | 253 | 0.0% | 0.0% | 187 | +4,689 | 1347.41% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Added to | 4,996 | 251 | 0.0% | 0.0% | 188 | +503 | 11.2% | Q2 2026 | Aug 12, 2026 |
| SEMITAM BONAM LLC | History | No change | 4,941 | 248 | 0.18% | 0.2% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Secure Asset Management, LLC | History | Added to | 4,890 | 246 | 0.03% | 0.04% | 190 | +229 | 4.91% | Q2 2026 | Jul 15, 2026 |
| NOVEM GROUP | History | Added to | 4,647 | 234 | 0.02% | 0.03% | 191 | +246 | 5.59% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | Reduced | 4,595 | 231 | 0.0% | 0.0% | 192 | -478 | -9.42% | Q2 2026 | Jul 28, 2026 |
| Weaver Consulting Group | History | No change | 4,537 | 228 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,379 | 220 | 0.0% | 0.0% | 194 | +89 | 2.07% | Q2 2026 | Jul 31, 2026 |
| Alhambra Investment Management LLC | History | No change | 4,381 | 220 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | New | 4,351 | 219 | 0.05% | — | 196 | +4,351 | New | Q2 2026 | Jul 17, 2026 |
| HEADINVEST, LLC | History | Reduced | 4,345 | 218 | 0.04% | 0.05% | 197 | -27 | -0.62% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 4,303 | 216 | 0.02% | 0.11% | 198 | -12,294 | -74.07% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 4,199 | 211 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,157 | 209 | 0.01% | 0.01% | 200 | -238 | -5.42% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,166 | 209 | 0.0% | 0.0% | 201 | +14 | 0.34% | Q2 2026 | Aug 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 2,011 | 202 | 0.01% | — | 202 | +2,011 | New | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,637 | 183 | 0.0% | 0.0% | 203 | -24 | -0.66% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | New | 3,362 | 169 | 0.03% | — | 204 | +3,362 | New | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,350 | 168 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 3,326 | 167 | 0.0% | — | 206 | +3,326 | New | Q2 2026 | Aug 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 3,170 | 159 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Archer Investment Corp | History | No change | 2,908 | 146 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PlanVest Financial, Inc | History | Added to | 2,370 | 119 | 0.08% | 0.09% | 209 | +30 | 1.28% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,160 | 108 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,072 | 104 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Guardian Partners Inc. | History | New | 2,000 | 100 | 0.01% | — | 212 | +2,000 | New | Q2 2026 | Jul 29, 2026 |
| LRI Investments, LLC | History | No change | 1,960 | 98 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITIGROUP INC | History | No change | 1,942 | 97 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1,471 | 74 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,450 | 73 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | Added to | 1,351 | 68 | 0.01% | 0.01% | 217 | +2 | 0.15% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | New | 1,221 | 61 | 0.0% | — | 218 | +1,221 | New | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,201 | 61 | 0.02% | 0.02% | 219 | -126 | -9.5% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,021 | 51 | 0.01% | — | 220 | +1,021 | New | Q2 2026 | Jul 30, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,022 | 51 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 997 | 50 | 0.0% | 0.0% | 222 | +184 | 22.63% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 958 | 48 | 0.0% | 0.0% | 223 | +112 | 13.24% | Q2 2026 | Aug 03, 2026 |
| MRP Capital Investments, LLC | History | No change | 885 | 44 | 0.03% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 800 | 40 | 0.01% | 0.02% | 225 | -500 | -38.46% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 602 | 30 | 0.0% | 0.0% | 226 | +129 | 27.27% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 580 | 29 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | Reduced | 567 | 28 | 0.0% | 0.0% | 228 | -40 | -6.59% | Q2 2026 | Aug 07, 2026 |
| Highland Investment Advisors LLC | History | New | 503 | 25 | 0.01% | — | 229 | +503 | New | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 418 | 21 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 396 | 19 | 0.0% | 0.0% | 231 | +2 | 0.51% | Q2 2026 | Jul 21, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Reduced | 349 | 17 | 0.0% | 0.0% | 232 | -5 | -1.41% | Q2 2026 | Jul 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 349 | 17 | 0.01% | 0.01% | 233 | +4 | 1.16% | Q2 2026 | Jul 23, 2026 |
| IMA Advisory Services, Inc. | History | New | 320 | 16 | 0.0% | — | 234 | +320 | New | Q2 2026 | Aug 10, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 232 | 11 | 0.01% | 0.01% | 235 | +3 | 1.31% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 192 | 9 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Markowski Investments | History | New | 175 | 8 | 0.0% | — | 239 | +175 | New | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 175 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 163 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | Reduced | 140 | 7 | 0.0% | 0.0% | 240 | -139 | -49.82% | Q2 2026 | Aug 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 109 | 5 | 0.0% | — | 244 | +109 | New | Q2 2026 | Jul 17, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | New | 100 | 5 | 0.0% | — | 241 | +100 | New | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 102 | 5 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 75 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EPG Wealth Management LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -575,340 | -100.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,662 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,933 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Charter Oak Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -39,852 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -20,169 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Adalta Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,492 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,775 | -100.0% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,549 | -100.0% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,164 | -100.0% | Q1 2026 | Apr 07, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,104 | -100.0% | Q2 2026 | Jul 09, 2026 |
| WESPAC Advisors SoCal, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,968 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,964 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,601 | -100.0% | Q2 2026 | Aug 11, 2026 |
| CFG Wealth Management Services, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -3,200 | -100.0% | Q2 2026 | Jul 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,801 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,671 | -100.0% | Q1 2026 | May 15, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,145 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -296 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Bullock Wealth Management Group | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q2 2026 | Jul 10, 2026 |
| TIAA Wealth Investment Management LLC | History | Reduced | 11 | 0 | — | — | — | -6 | -35.29% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13 | 0 | — | — | — | +1 | 8.33% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |