Nuveen S&P 500 Dynamic Overwrite Fund - SPXX
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 | No change | 12,472,863 | 232,494 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,440,231 | 45,485 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | History | No change | 2,368,022 | 44,139 | 1.13% | 1.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,997,074 | 37,225 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 1,987,730 | 37,051 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,951,647 | 36,378 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,809,938 | 33,737 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,786,820 | 33,306 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,297,471 | 24,184 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,233,884 | 22,999 | 0.35% | 0.35% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 937,141 | 17,468 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 600,563 | 11,194 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 599,022 | 11,166 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 450,007 | 8,388 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 436,736 | 8,140 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC | History | No change | 421,986 | 7,865 | 0.76% | 0.76% | 16 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 420,868 | 7,844 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GatePass Capital, LLC | History | No change | 369,950 | 6,895 | 2.62% | 2.62% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 345,118 | 6,432 | 1.29% | 1.29% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Almitas Capital LLC | History | No change | 326,907 | 6,093 | 1.46% | 1.46% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 296,331 | 5,523 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 283,510 | 5,285 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shaker Financial Services, LLC | History | No change | 257,328 | 4,968 | 1.56% | 1.56% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 254,177 | 4,737 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 242,536 | 4,520 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 229,454 | 4,277 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Logan Stone Capital, LLC | History | No change | 228,792 | 4,264 | 0.9% | 0.9% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 205,568 | 3,831 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 202,473 | 3,774 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONECO ADVISORS, LLC | History | No change | 198,750 | 3,704 | 0.23% | 0.23% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bulldog Investors, LLP | History | No change | 187,572 | 3,496 | 0.77% | 0.77% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 177,171 | 3,302 | 0.27% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | No change | 166,576 | 3,105 | 1.21% | 1.21% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Altium Capital Management LLC | History | No change | 157,395 | 2,933 | 6.18% | 6.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1607 Capital Partners, LLC | History | No change | 155,989 | 2,907 | 0.25% | 0.25% | 35 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 151,552 | 2,824 | 0.53% | 0.53% | 36 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 150,694 | 2,808 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 141,506 | 2,637 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 139,466 | 2,599 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 139,122 | 2,593 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Advocates, LLC | History | No change | 134,599 | 2,508 | 2.15% | 2.15% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 134,295 | 2,503 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 125,998 | 2,348 | 0.48% | 0.48% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PMG Family Office LLC | History | No change | 111,852 | 2,132 | 1.96% | 1.96% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 113,088 | 2,108 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 110,380 | 2,094 | 1.75% | 1.75% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 109,643 | 2,044 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 108,498 | 2,023 | 0.43% | 0.43% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 104,219 | 1,942 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 101,811 | 1,897 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 98,545 | 1,836 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TPG Advisors LLC | History | No change | 97,348 | 1,814 | 1.0% | 1.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 94,669 | 1,764 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 90,315 | 1,683 | 1.38% | 1.38% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 89,622 | 1,670 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 77,911 | 1,452 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ionic Capital Management LLC | History | No change | 76,369 | 1,423 | 0.21% | 0.21% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 75,984 | 1,416 | 0.65% | 0.65% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 75,740 | 1,411 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Moors & Cabot, Inc. | History | No change | 75,106 | 1,399 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 71,435 | 1,331 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 68,250 | 1,272 | 0.19% | 0.19% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 66,356 | 1,236 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Patten Group, Inc. | History | No change | 65,767 | 1,225 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 65,417 | 1,219 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tyche Wealth Partners LLC | History | No change | 64,905 | 1,209 | 0.17% | 0.17% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | No change | 61,372 | 1,143 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| High Point Wealth Management, LLC | History | No change | 60,120 | 1,120 | 0.92% | 0.92% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 57,377 | 1,069 | 0.72% | 0.72% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Compound Planning, Inc. | History | No change | 57,198 | 1,066 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 57,118 | 1,064 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 55,824 | 1,040 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 52,520 | 978 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 51,264 | 955 | 0.97% | 0.97% | 74 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | No change | 50,462 | 940 | 0.29% | 0.29% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMC-Chicago, LLC | History | No change | 50,253 | 936 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 47,458 | 884 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Richmond Investment Services, LLC | History | No change | 46,104 | 859 | 0.27% | 0.27% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 44,963 | 838 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 44,113 | 822 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | No change | 43,397 | 808 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alteri Wealth LLC | History | No change | 43,258 | 806 | 0.22% | 0.22% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 42,037 | 783 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Venture Visionary Partners LLC | History | No change | 41,704 | 777 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 40,537 | 755 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 39,825 | 742 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 37,958 | 707 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 37,904 | 706 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 37,429 | 697 | 0.16% | 0.16% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 37,084 | 687 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 37,084 | 687 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Calamos Advisors LLC | History | No change | 36,822 | 686 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 36,682 | 683 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 36,494 | 680 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 36,350 | 677 | 0.38% | 0.38% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 35,913 | 673 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 34,753 | 663 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focused Wealth Management, Inc | History | No change | 35,071 | 653 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 34,848 | 650 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 34,394 | 641 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 33,230 | 619 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turner Financial Group, Inc. | History | No change | 32,791 | 611 | 0.61% | 0.61% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 35,955 | 610 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pflug Koory, LLC | History | No change | 32,688 | 609 | 0.24% | 0.24% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 32,547 | 606 | 0.55% | 0.55% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 29,629 | 552 | 0.54% | 0.54% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 30,011 | 546 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 29,091 | 542 | 0.38% | 0.38% | 108 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hilltop Holdings Inc. | History | No change | 28,937 | 539 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 28,960 | 539 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 28,799 | 536 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 28,110 | 523 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MGO ONE SEVEN LLC | History | No change | 27,942 | 520 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Formidable Asset Management, LLC | History | No change | 31,796 | 510 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 27,374 | 510 | 0.16% | 0.16% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 25,742 | 479 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 25,648 | 478 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 25,466 | 474 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HRT FINANCIAL LP | History | No change | 24,278 | 452 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 24,062 | 448 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pointe Capital Management LLC | History | No change | 23,747 | 442 | 0.2% | 0.2% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 22,529 | 419 | 0.21% | 0.21% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,808 | 387 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | No change | 20,802 | 387 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 20,088 | 382 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 19,830 | 369 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,764 | 368 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 18,549 | 345 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 18,528 | 345 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 18,500 | 344 | 0.24% | 0.24% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Palogic Value Management, L.P. | History | No change | 17,939 | 334 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 17,495 | 326 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 16,944 | 315 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| StoneX Group Inc. | History | No change | 16,084 | 306 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH EFFECTS LLC | History | No change | 16,426 | 306 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | No change | 16,289 | 304 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 16,076 | 299 | 0.23% | 0.23% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Armor Investment Advisors, LLC | History | No change | 15,650 | 291 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Procyon Advisors, LLC | History | No change | 15,609 | 290 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Triumph Capital Management | History | No change | 15,215 | 283 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apriem Advisors | History | No change | 15,083 | 281 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 15,102 | 281 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 14,842 | 276 | 0.18% | 0.18% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,725 | 274 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 14,388 | 268 | 0.2% | 0.2% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 14,372 | 267 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMERCE BANK | History | No change | 14,282 | 266 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,954 | 260 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 13,953 | 260 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aviance Capital Partners, LLC | History | No change | 13,931 | 259 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 13,883 | 258 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 13,713 | 255 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 13,693 | 255 | 0.15% | 0.15% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 13,717 | 254 | 0.16% | 0.16% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 13,233 | 246 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CSS LLC/IL | History | No change | 13,086 | 243 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PKS Advisory Services, LLC | History | No change | 12,992 | 242 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 12,601 | 234 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apella Capital, LLC | History | No change | 12,624 | 233 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 12,332 | 229 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 12,339 | 229 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,046 | 224 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 11,560 | 220 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 11,755 | 219 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Axiom Investment Management LLC | History | No change | 11,306 | 210 | 0.14% | 0.14% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NWF Advisory Services Inc. | History | No change | 11,216 | 209 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,112 | 207 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 11,033 | 205 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | No change | 10,524 | 196 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Centurion Wealth Management LLC | History | No change | 10,339 | 192 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 7,228 | 134 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 7,000 | 130 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Financial Management LLC | History | No change | 6,717 | 125 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,519 | 121 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 6,376 | 119 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EASTERN BANK | History | No change | 6,331 | 118 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,485 | 102 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,319 | 99 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 5,341 | 99 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,291 | 98 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5,002 | 93 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 4,611 | 85 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,527 | 84 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BAYBAN | History | No change | 4,198 | 78 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,177 | 59 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 3,035 | 56 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITIGROUP INC | History | No change | 2,896 | 53 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,852 | 53 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arax Advisory Partners | History | No change | 2,896 | 53 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 2,594 | 48 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 2,525 | 47 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,396 | 43 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 2,099 | 39 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 37 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FNY Investment Advisers, LLC | History | No change | 2,000 | 37 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LifeSteps Financial, Inc. | History | No change | 2,026 | 37 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,931 | 34 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,780 | 33 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,511 | 28 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crews Bank & Trust | History | No change | 1,548 | 28 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,423 | 26 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WPG Advisers, LLC | History | No change | 1,406 | 26 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,142 | 21 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 839 | 15 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreFirst Bank & Trust | History | No change | 780 | 14 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 743 | 13 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 581 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 532 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Costello Asset Management, INC | History | No change | 503 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Imprint Wealth LLC | History | No change | 508 | 9 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 503 | 9 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 434 | 8 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 390 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 419 | 7 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GoalVest Advisory LLC | History | No change | 301 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Continuum Advisory, LLC | History | No change | 293 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 212 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 209 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 167 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lodestone Wealth Management LLC | History | No change | 191 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 213 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 214 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 96 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 93 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 91 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |