PROSHARES TRUST - SSO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Howard Capital Management, LLC | History | No change | 12,170,614 | 820,055 | 9.76% | 9.76% | 1 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Main Street Group, LTD | History | No change | 1,195,369 | 80,543 | 18.77% | 18.77% | 2 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TTP Investments, Inc. | History | No change | 953,807 | 64,267 | 26.07% | 26.07% | 3 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 878,204 | 59,173 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Client First Investment Management LLC | History | No change | 544,551 | 36,691 | 15.46% | 15.46% | 5 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 484,100 | 32,618 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 470,000 | 31,668 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Spire Wealth Management | History | No change | 381,985 | 25,738 | 0.78% | 0.78% | 8 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ridgepath Capital Management LLC | History | No change | 369,107 | 24,870 | 10.98% | 10.98% | 9 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| UBS Group AG | History | No change | 321,453 | 21,659 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management Group, Inc. | History | No change | 282,805 | 19,055 | 2.79% | 2.79% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 271,376 | 18,285 | 0.74% | 0.74% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 249,617 | 16,819 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 232,199 | 15,645 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 228,618 | 15,404 | 1.5% | 1.5% | 15 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Portfolio Design Labs, LLC | History | No change | 220,397 | 14,850 | 2.43% | 2.43% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 211,500 | 14,250 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 181,600 | 12,236 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arta Finance Wealth Management LLC | History | No change | 179,193 | 12,074 | 5.17% | 5.17% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GenWealth Group, Inc. | History | No change | 168,776 | 11,372 | 1.77% | 1.77% | 20 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Investment Counsel, Inc | History | No change | 167,727 | 11,301 | 1.22% | 1.22% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 166,076 | 11,190 | 0.21% | 0.21% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dedeker Financial LLC | History | No change | 165,240 | 11,133 | 6.33% | 6.33% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global View Capital Management LLC | History | No change | 162,652 | 10,959 | 2.26% | 2.26% | 24 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ascent Group, LLC | History | No change | 159,348 | 10,736 | 0.32% | 0.32% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 153,468 | 10,340 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Three Seasons Wealth, LLC | History | No change | 120,593 | 8,125 | 0.74% | 0.74% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 116,079 | 7,821 | 0.3% | 0.3% | 28 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 114,946 | 7,745 | 0.39% | 0.39% | 29 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 113,430 | 7,642 | 4.37% | 4.37% | 30 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 99,046 | 6,571 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueprint Investment Partners LLC | History | No change | 97,408 | 6,563 | 0.55% | 0.55% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 94,938 | 6,396 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 88,620 | 5,971 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 86,903 | 5,855 | 0.68% | 0.68% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 83,755 | 5,643 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 79,702 | 5,377 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 72,896 | 4,911 | 0.77% | 0.77% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Financial, LLC | History | No change | 61,616 | 4,151 | 0.49% | 0.49% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 58,935 | 3,971 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 58,283 | 3,927 | 0.44% | 0.44% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innova Wealth Partners | History | No change | 57,913 | 3,902 | 1.6% | 1.6% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 54,818 | 3,693 | 0.09% | 0.09% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marshall Financial Group, LLC | History | No change | 54,435 | 3,667 | 0.53% | 0.53% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 51,855 | 3,493 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Professional Financial Advisors, LLC | History | No change | 51,244 | 3,452 | 0.6% | 0.6% | 46 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SP Asset Management LLC | History | No change | 50,803 | 3,423 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 50,293 | 3,388 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 49,091 | 3,307 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 48,756 | 3,285 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PMV Capital Advisers, LLC | History | No change | 46,556 | 3,136 | 4.71% | 4.71% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 46,524 | 3,134 | 1.3% | 1.3% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 46,054 | 3,103 | 0.61% | 0.61% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 44,962 | 3,029 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 44,905 | 3,025 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 44,474 | 2,996 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 43,774 | 2,949 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | No change | 43,030 | 2,899 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Assets Advisory, LLC | History | No change | 42,815 | 2,891 | 0.63% | 0.63% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 40,036 | 2,697 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | No change | 39,941 | 2,691 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 39,569 | 2,666 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Larson Financial Group LLC | History | No change | 39,407 | 2,655 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,197 | 2,641 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sollinda Capital Management LLC | History | No change | 39,110 | 2,635 | 0.56% | 0.56% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 36,148 | 2,435 | 0.37% | 0.37% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,704 | 2,405 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 33,959 | 2,288 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NewEdge Wealth, LLC | History | No change | 32,684 | 2,202 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 32,508 | 2,190 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 40,000 | 2,075 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 30,097 | 2,027 | 0.18% | 0.18% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 27,154 | 1,830 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 26,782 | 1,804 | 0.24% | 0.24% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | No change | 26,459 | 1,782 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | No change | 26,208 | 1,765 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 24,080 | 1,622 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Trust Co | History | No change | 24,000 | 1,617 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 23,751 | 1,600 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 23,607 | 1,590 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 23,545 | 1,586 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 23,375 | 1,575 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 23,064 | 1,554 | 0.18% | 0.18% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 22,931 | 1,545 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Berger Financial Group, Inc | History | No change | 22,522 | 1,517 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 22,388 | 1,508 | 0.48% | 0.48% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 22,375 | 1,507 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 21,558 | 1,452 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 21,440 | 1,444 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,772 | 1,427 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 21,170 | 1,426 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 20,787 | 1,401 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 20,339 | 1,370 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 20,032 | 1,349 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 19,662 | 1,324 | 0.15% | 0.15% | 95 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SkyOak Wealth, LLC | History | No change | 19,489 | 1,313 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 18,612 | 1,254 | 0.98% | 0.98% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WoodTrust Financial Corp | History | No change | 18,110 | 1,220 | 0.14% | 0.14% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 18,044 | 1,215 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 17,760 | 1,196 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 17,725 | 1,194 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 18,118 | 1,188 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | No change | 17,401 | 1,172 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 15,643 | 1,054 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, LLC | History | No change | 14,852 | 1,000 | 0.15% | 0.15% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grandview Asset Management LLC | History | No change | 14,400 | 970 | 0.24% | 0.24% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Thompson David Blair | History | No change | 13,925 | 938 | 0.47% | 0.47% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 13,768 | 927 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Palumbo Wealth Management LLC | History | No change | 13,250 | 892 | 0.19% | 0.19% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunpointe, LLC | History | No change | 13,251 | 892 | 0.25% | 0.25% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,045 | 878 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 12,981 | 874 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Atlatl Advisers LLC | History | No change | 12,920 | 870 | 0.21% | 0.21% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 11,742 | 791 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 11,620 | 782 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,580 | 781 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 11,314 | 762 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORDEN GROUP LLC | History | No change | 11,278 | 759 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sage Mountain Advisors LLC | History | No change | 10,904 | 734 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | No change | 10,830 | 729 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 10,774 | 726 | 0.46% | 0.46% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bernard Wealth Management Corp. | History | No change | 10,652 | 717 | 0.26% | 0.26% | 122 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 10,586 | 713 | 0.14% | 0.14% | 123 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,477 | 705 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tyche Wealth Partners LLC | History | No change | 10,384 | 699 | 0.1% | 0.1% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Encompass More Asset Management | History | No change | 10,287 | 693 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 9,819 | 661 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 9,820 | 661 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | No change | 9,766 | 658 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | No change | 9,674 | 651 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthstar Advisors, LLC | History | No change | 9,194 | 619 | 0.18% | 0.18% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 9,056 | 610 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EASTERN BANK | History | No change | 8,704 | 603 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Richmond Brothers, Inc. | History | No change | 8,934 | 601 | 0.31% | 0.31% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenspring Advisors, LLC | History | No change | 8,709 | 586 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,613 | 580 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 8,243 | 555 | 0.25% | 0.25% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Analytics, LLC | History | No change | 8,180 | 551 | 0.6% | 0.6% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESBANCO BANK INC | History | No change | 8,150 | 549 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verdence Capital Advisors LLC | History | No change | 8,126 | 547 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 8,060 | 539 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,794 | 525 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alternative Investment Advisors, LLC. | History | No change | 7,726 | 520 | 0.2% | 0.2% | 143 | 0 | 0.0% | Q2 2026 | Aug 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 7,383 | 497 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allied Private Wealth LLC | History | No change | 7,400 | 496 | 0.32% | 0.32% | 145 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 7,160 | 482 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 7,149 | 481 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 7,140 | 481 | 0.17% | 0.17% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,038 | 474 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 6,999 | 471 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 71 West Capital Partners | History | No change | 6,791 | 457 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IMC-Chicago, LLC | History | No change | 6,418 | 432 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MKT Advisors LLC | History | No change | 6,400 | 431 | 0.13% | 0.13% | 153 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Balboa Wealth Partners | History | No change | 6,304 | 424 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spartan Planning & Wealth Management | History | No change | 6,214 | 418 | 0.28% | 0.28% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NorthCoast Asset Management LLC | History | No change | 6,011 | 405 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,004 | 404 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elevated Private Wealth, LLC | History | No change | 5,849 | 394 | 0.37% | 0.37% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealth Watch Advisors, INC | History | No change | 5,580 | 375 | 0.12% | 0.12% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SpringVest Wealth Management LLC | History | No change | 5,436 | 366 | 0.23% | 0.23% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Claro Advisors Inc. | History | No change | 5,349 | 360 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 5,200 | 350 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 5,130 | 345 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 4,943 | 333 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 4,941 | 332 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silverleafe Capital Partners, LLC | History | No change | 4,744 | 328 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 4,878 | 328 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Erickson Financial Group, LLC | History | No change | 4,828 | 325 | 0.17% | 0.17% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,795 | 323 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 4,675 | 315 | 0.17% | 0.17% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Altman Advisors, Inc. | History | No change | 4,640 | 312 | 0.11% | 0.11% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Castleview Partners, LLC | History | No change | 4,635 | 312 | 0.14% | 0.14% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 4,593 | 309 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 4,583 | 308 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 4,539 | 305 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Heartland Consultants, Inc. | History | No change | 4,418 | 297 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,373 | 294 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Luminist Capital LLC | History | No change | 4,374 | 294 | 0.33% | 0.33% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 4,301 | 289 | 0.18% | 0.18% | 179 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,288 | 288 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 4,266 | 287 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,122 | 278 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,078 | 274 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,044 | 272 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,997 | 269 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Procyon Advisors, LLC | History | No change | 4,000 | 269 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nuveen, LLC | History | No change | 3,969 | 267 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 3,962 | 266 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,890 | 262 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farringdon Capital, Ltd. | History | No change | 3,897 | 262 | 0.13% | 0.13% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Wealth Management, LLC | History | No change | 3,882 | 261 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 3,860 | 260 | 0.14% | 0.14% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| United Advisor Group, LLC | History | No change | 3,844 | 259 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,840 | 258 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Group, LLC | History | No change | 3,792 | 255 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sage Capital Management, LLC | History | No change | 3,697 | 249 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bay Rivers Group | History | No change | 3,645 | 245 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,609 | 243 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cerity Partners LLC | History | No change | 3,598 | 242 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 4,166 | 241 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,458 | 233 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3,406 | 229 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Magnus Financial Group LLC | History | No change | 3,331 | 224 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XTX Topco Ltd | History | No change | 3,238 | 218 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,206 | 216 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 3,197 | 215 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Morse Asset Management, Inc | History | No change | 3,200 | 215 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 3,140 | 211 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Group Ltd | History | No change | 3,120 | 210 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 3,040 | 204 | 0.13% | 0.13% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pavaki Capital Management LLC | History | No change | 3,000 | 202 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HCR Wealth Advisors | History | No change | 2,981 | 200 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Life Planners | History | No change | 2,786 | 187 | 0.12% | 0.12% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 2,380 | 160 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Capital Management, Inc. | History | No change | 2,240 | 150 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,092 | 140 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,950 | 131 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,865 | 125 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,600 | 107 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WHITTIER TRUST CO | History | No change | 1,550 | 105 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,515 | 102 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,488 | 95 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,342 | 90 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 1,066 | 71 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Imprint Wealth LLC | History | No change | 1,006 | 67 | 0.27% | 0.27% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corsicana & Co. | History | No change | 920 | 61 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 866 | 58 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 708 | 47 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 630 | 42 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 391 | 26 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | No change | 360 | 24 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 350 | 23 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | No change | 294 | 19 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 256 | 17 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 173 | 11 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| American Capital Advisory, LLC | History | No change | 177 | 11 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 74 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caitlin John, LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 16 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |