Cambria ETF Trust - SYLD
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 | 699,517 | 55,322 | 0.0% | 0.0% | 1 | +23,951 | 3.55% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 425,132 | 33,622 | 0.01% | 0.01% | 2 | +14,474 | 3.52% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 414,032 | 32,744 | 0.01% | 0.01% | 3 | +10 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 390,124 | 30,853 | 0.03% | 0.03% | 4 | +11,084 | 2.92% | Q2 2026 | Aug 12, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 374,169 | 29,591 | 3.07% | 3.57% | 5 | +9,986 | 2.74% | Q2 2026 | Jul 09, 2026 |
| Intellus Advisors LLC | History | Reduced | 350,274 | 27,702 | 3.36% | 3.62% | 6 | -1,172 | -0.33% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 290,441 | 22,970 | 0.86% | 1.09% | 7 | +15,022 | 5.45% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 280,981 | 22,221 | 0.65% | 0.59% | 8 | -3,998 | -1.4% | Q2 2026 | Aug 11, 2026 |
| Verum Partners LLC | History | Added to | 262,774 | 20,781 | 3.11% | 3.33% | 9 | +30,261 | 13.01% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Reduced | 242,555 | 19,182 | 0.0% | 0.0% | 10 | -5,826 | -2.35% | Q2 2026 | Aug 13, 2026 |
| Opus Capital Group, LLC | History | Added to | 239,067 | 18,907 | 1.83% | 1.92% | 11 | +2,290 | 0.97% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | Reduced | 238,541 | 18,865 | 0.02% | 0.02% | 12 | -12,248 | -4.88% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Added to | 216,923 | 17,155 | 0.45% | 0.47% | 13 | +15,539 | 7.72% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 195,037 | 15,424 | 0.02% | 0.02% | 14 | -3,077 | -1.55% | Q2 2026 | Jul 29, 2026 |
| ALM First Financial Advisors, LLC | History | Reduced | 177,700 | 14,053 | 2.37% | 3.45% | 15 | -91,078 | -33.89% | Q2 2026 | Jul 10, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 169,615 | 13,414 | 0.66% | 0.7% | 16 | +4,172 | 2.52% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 153,784 | 12,162 | 0.01% | 0.01% | 17 | +4,430 | 2.97% | Q2 2026 | Aug 05, 2026 |
| Atlas Wealth LLC | History | Added to | 151,606 | 11,990 | 1.71% | 3.01% | 18 | +18,275 | 13.71% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 143,703 | 11,365 | 0.17% | 0.17% | 19 | +7,116 | 5.21% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 130,292 | 10,304 | 0.1% | 0.11% | 20 | +7,579 | 6.18% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 125,688 | 9,478 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Reduced | 99,792 | 7,892 | 1.6% | 1.72% | 22 | -1,285 | -1.27% | Q2 2026 | Jul 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 94,467 | 7,471 | 0.0% | 0.0% | 23 | -1,048 | -1.1% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 92,725 | 7,333 | 0.04% | 0.04% | 24 | +1,776 | 1.95% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 88,296 | 6,983 | 0.0% | 0.0% | 25 | +5,563 | 6.72% | Q2 2026 | Aug 12, 2026 |
| United Advisor Group, LLC | History | Added to | 78,241 | 6,187 | 0.65% | 0.68% | 26 | +4,969 | 6.78% | Q2 2026 | Jul 29, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 72,214 | 5,711 | 3.73% | 3.95% | 27 | -523 | -0.72% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 71,427 | 5,648 | 0.01% | 0.0% | 28 | +23,775 | 49.89% | Q2 2026 | Jul 28, 2026 |
| Ethos Financial Group, LLC | History | Added to | 70,915 | 5,608 | 0.37% | 0.37% | 29 | +3,102 | 4.57% | Q2 2026 | Aug 07, 2026 |
| Breakwater Capital Group | History | Reduced | 70,058 | 5,540 | 0.66% | 0.72% | 30 | -1,121 | -1.57% | Q2 2026 | Jul 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 62,404 | 4,935 | 0.01% | 0.0% | 31 | +17,224 | 38.12% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 60,207 | 4,761 | 0.0% | 0.0% | 32 | -16,004 | -21.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 54,405 | 4,302 | 0.0% | 0.0% | 33 | -12,654 | -18.87% | Q2 2026 | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 53,864 | 4,259 | 0.67% | 0.75% | 34 | -4,091 | -7.06% | Q2 2026 | Jul 23, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 51,266 | 4,054 | 0.25% | 0.32% | 35 | -2,686 | -4.98% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 41,911 | 3,314 | 0.05% | 0.06% | 36 | -1,259 | -2.92% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 41,743 | 3,301 | 0.07% | 0.08% | 37 | +3,546 | 9.28% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 41,324 | 3,268 | 0.0% | 0.0% | 38 | +1,257 | 3.14% | Q2 2026 | Aug 03, 2026 |
| CoreFirst Bank & Trust | History | Added to | 38,351 | 3,033 | 1.51% | 1.47% | 39 | +1,680 | 4.58% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 35,293 | 2,791 | 0.02% | 0.02% | 40 | -6,888 | -16.33% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 34,900 | 2,760 | 0.0% | — | 41 | +34,900 | New | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 32,501 | 2,570 | 0.25% | 0.25% | 42 | +599 | 1.88% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 30,915 | 2,444 | 0.0% | 0.0% | 43 | -113 | -0.36% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,667 | 2,267 | 0.0% | 0.0% | 44 | +7,710 | 36.79% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,803 | 2,040 | 0.01% | 0.01% | 45 | +570 | 2.26% | Q2 2026 | Jul 24, 2026 |
| Aspect Partners, LLC | History | Reduced | 25,374 | 2,006 | 0.75% | 0.8% | 46 | -509 | -1.97% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,302 | 2,001 | 0.03% | 0.03% | 47 | +2,902 | 12.96% | Q2 2026 | Jul 31, 2026 |
| Sigma Planning Corp | History | Added to | 25,273 | 1,998 | 0.05% | 0.05% | 48 | +888 | 3.64% | Q2 2026 | Aug 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,210 | 1,993 | 0.08% | 0.09% | 49 | -1,074 | -4.09% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,700 | 1,987 | 0.0% | 0.0% | 50 | +29 | 0.12% | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 24,698 | 1,953 | 0.0% | 0.0% | 51 | +3 | 0.01% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 24,276 | 1,919 | 0.06% | 0.06% | 52 | +1,949 | 8.73% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 23,904 | 1,890 | 0.0% | 0.0% | 53 | -2,619 | -9.87% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 22,647 | 1,791 | 0.38% | 0.39% | 54 | +856 | 3.93% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,258 | 1,760 | 0.0% | 0.01% | 55 | -6,440 | -22.44% | Q2 2026 | Jul 27, 2026 |
| Sherman Wealth Management LLC | History | Added to | 21,861 | 1,728 | 1.3% | 1.38% | 56 | +589 | 2.77% | Q2 2026 | Jul 09, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 20,617 | 1,699 | 0.2% | 0.2% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 20,019 | 1,583 | 0.94% | 1.03% | 58 | -983 | -4.68% | Q2 2026 | Jul 30, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 20,028 | 1,583 | 1.27% | 1.28% | 59 | -600 | -2.91% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 19,694 | 1,557 | 0.01% | 0.01% | 60 | -290 | -1.45% | Q2 2026 | Aug 17, 2026 |
| Wealth Care LLC | History | Added to | 19,609 | 1,550 | 1.26% | 1.31% | 61 | +54 | 0.28% | Q2 2026 | Jul 15, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 19,212 | 1,519 | 0.89% | 0.86% | 62 | +442 | 2.35% | Q2 2026 | Jul 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,148 | 1,435 | 0.0% | 0.0% | 63 | +1,084 | 6.35% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 17,893 | 1,415 | 0.07% | 0.28% | 64 | -51,963 | -74.39% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 16,955 | 1,359 | 0.0% | 0.0% | 65 | -1,977 | -10.44% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,189 | 1,359 | 0.03% | 0.03% | 66 | +1,341 | 8.46% | Q2 2026 | Aug 14, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Reduced | 16,564 | 1,310 | 0.73% | 0.8% | 67 | -413 | -2.43% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | New | 16,483 | 1,303 | 0.06% | — | 69 | +16,483 | New | Q2 2026 | Jul 07, 2026 |
| Southland Equity Partners LLC | History | Reduced | 16,482 | 1,303 | 0.23% | 0.24% | 68 | -47 | -0.28% | Q2 2026 | Jul 13, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 16,259 | 1,285 | 0.59% | 0.25% | 70 | +9,770 | 150.56% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 16,225 | 1,283 | 0.05% | 0.23% | 71 | -52,448 | -76.37% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 16,193 | 1,280 | 0.13% | 0.15% | 72 | -1,963 | -10.81% | Q2 2026 | Jul 13, 2026 |
| Evanson Asset Management, LLC | History | No change | 16,483 | 1,242 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,544 | 1,229 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,711 | 1,163 | 0.01% | 0.01% | 75 | +646 | 4.59% | Q2 2026 | Aug 03, 2026 |
| GTS SECURITIES LLC | History | New | 14,694 | 1,162 | 0.02% | — | 76 | +14,694 | New | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 14,391 | 1,138 | 0.04% | 0.04% | 77 | -230 | -1.57% | Q2 2026 | Aug 05, 2026 |
| COWA, LLC | History | Reduced | 13,805 | 1,091 | 0.27% | 0.3% | 78 | -907 | -6.17% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 12,345 | 976 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 12,004 | 963 | 0.06% | 0.05% | 80 | +2,401 | 25.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,881 | 860 | 0.0% | 0.0% | 81 | -858 | -7.31% | Q2 2026 | Aug 13, 2026 |
| ATLas Financial Planning LLC | History | Added to | 9,571 | 756 | 0.61% | 0.48% | 82 | +2,399 | 33.45% | Q2 2026 | Jul 22, 2026 |
| RFG Advisory, LLC | History | Reduced | 9,414 | 744 | 0.01% | 0.01% | 83 | -311 | -3.2% | Q2 2026 | Jul 15, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 9,386 | 742 | 0.36% | 0.41% | 84 | -598 | -5.99% | Q2 2026 | Jul 22, 2026 |
| Betterment LLC | History | Reduced | 9,054 | 716 | 0.0% | 0.0% | 85 | -10 | -0.11% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,620 | 681 | 0.03% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,419 | 665 | 0.0% | 0.01% | 87 | -12,274 | -59.31% | Q2 2026 | Jul 27, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 7,864 | 621 | 0.05% | 0.06% | 88 | -546 | -6.49% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,727 | 611 | 0.0% | 0.0% | 89 | +3,165 | 69.38% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,277 | 575 | 0.0% | 0.0% | 90 | +2,215 | 43.76% | Q2 2026 | Jul 13, 2026 |
| MAI Capital Management | History | Reduced | 7,068 | 559 | 0.0% | 0.0% | 91 | -149 | -2.06% | Q2 2026 | Aug 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 6,746 | 533 | 0.35% | 0.29% | 92 | -154 | -2.23% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,636 | 524 | 0.0% | 0.0% | 93 | +143 | 2.2% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 6,623 | 523 | 0.12% | 0.15% | 94 | -233 | -3.4% | Q2 2026 | Jul 22, 2026 |
| Astra Wealth Partners LLC | History | No change | 6,583 | 520 | 0.28% | 0.3% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valued Retirements, Inc. | History | Reduced | 6,496 | 513 | 0.46% | 0.6% | 96 | -1,640 | -20.16% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | New | 6,400 | 506 | 0.0% | — | 97 | +6,400 | New | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,314 | 499 | 0.0% | 0.0% | 98 | -815 | -11.43% | Q2 2026 | Aug 13, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 6,078 | 480 | 0.29% | 0.31% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 6,060 | 479 | 0.02% | 0.03% | 100 | -499 | -7.61% | Q2 2026 | Aug 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 5,455 | 431 | 0.04% | 0.03% | 101 | +1,080 | 24.69% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,417 | 428 | 0.0% | 0.01% | 102 | -6,988 | -56.33% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | New | 5,353 | 423 | 0.0% | — | 104 | +5,353 | New | Q2 2026 | Aug 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5,350 | 423 | 0.04% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,286 | 418 | 0.01% | 0.01% | 105 | -2,161 | -29.02% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,235 | 414 | 0.0% | 0.0% | 106 | +96 | 1.87% | Q2 2026 | Aug 05, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,165 | 408 | 0.04% | 0.05% | 107 | -299 | -5.47% | Q2 2026 | Jul 23, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 4,892 | 405 | 0.05% | 0.06% | 108 | -136 | -2.7% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | New | 5,089 | 402 | 0.01% | — | 109 | +5,089 | New | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 4,149 | 351 | 0.03% | 0.03% | 110 | +24 | 0.58% | Q2 2026 | Jul 29, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 4,430 | 350 | 0.03% | 0.04% | 111 | +418 | 10.42% | Q2 2026 | Jul 28, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,260 | 336 | 0.01% | 0.01% | 112 | -231 | -5.14% | Q2 2026 | Jul 07, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 4,121 | 329 | 0.11% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,096 | 323 | 0.0% | 0.01% | 114 | +11 | 0.27% | Q2 2026 | Aug 03, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 4,061 | 321 | 0.06% | 0.13% | 115 | -4,911 | -54.74% | Q2 2026 | Jul 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 4,121 | 311 | 0.12% | 0.12% | 116 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | Reduced | 3,810 | 301 | 0.01% | 0.01% | 117 | -68 | -1.75% | Q2 2026 | Jul 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 3,721 | 294 | 0.04% | 0.05% | 118 | -1,073 | -22.38% | Q2 2026 | Jul 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,500 | 276 | 0.01% | 0.01% | 119 | -330 | -8.62% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,470 | 274 | 0.01% | 0.01% | 120 | +242 | 7.5% | Q2 2026 | Jul 28, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 3,180 | 271 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Reduced | 3,482 | 265 | 0.0% | 0.01% | 122 | -3,287 | -48.56% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | Reduced | 3,335 | 263 | 0.01% | 0.02% | 123 | -564 | -14.47% | Q2 2026 | Aug 12, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 3,318 | 262 | 0.09% | 0.1% | 124 | +13 | 0.39% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | Added to | 3,254 | 257 | 0.0% | 0.01% | 125 | +1 | 0.03% | Q2 2026 | Aug 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 3,236 | 256 | 0.04% | 0.05% | 126 | +416 | 14.75% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,228 | 255 | 0.0% | — | 127 | +3,228 | New | Q2 2026 | Aug 19, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 3,066 | 242 | 0.01% | 0.01% | 128 | -432 | -12.35% | Q2 2026 | Aug 04, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 3,023 | 239 | 0.05% | 0.06% | 129 | -256 | -7.81% | Q2 2026 | Aug 05, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 2,890 | 228 | 0.02% | 0.04% | 130 | -3,489 | -54.7% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,877 | 227 | 0.0% | — | 131 | +2,877 | New | Q2 2026 | Jul 28, 2026 |
| Maridea Wealth Management LLC | History | New | 2,866 | 226 | 0.02% | — | 133 | +2,866 | New | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Reduced | 2,868 | 226 | 0.0% | 0.0% | 132 | -1,174 | -29.05% | Q2 2026 | Aug 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 2,733 | 216 | 0.06% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 2,701 | 213 | 0.04% | 0.05% | 135 | +10 | 0.37% | Q2 2026 | Jul 29, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 2,625 | 207 | 0.04% | 0.05% | 136 | -248 | -8.63% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,567 | 203 | 0.0% | 0.0% | 137 | -1,432 | -35.81% | Q2 2026 | Jul 20, 2026 |
| NFSG Corp | History | Added to | 2,372 | 187 | 0.02% | 0.03% | 138 | +259 | 12.26% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 2,271 | 179 | 0.0% | 0.0% | 139 | +1,350 | 146.58% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 2,000 | 158 | 0.0% | 0.0% | 140 | +1,000 | 100.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,891 | 149 | 0.0% | 0.0% | 141 | -8 | -0.42% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,868 | 147 | 0.0% | 0.0% | 142 | +21 | 1.14% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,670 | 132 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,562 | 123 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,550 | 122 | 0.02% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Gravity Companies, Inc. | History | New | 1,327 | 104 | 0.02% | — | 146 | +1,327 | New | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,310 | 103 | 0.02% | 0.03% | 147 | -12 | -0.91% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | Added to | 1,293 | 102 | 0.0% | 0.0% | 148 | +11 | 0.86% | Q2 2026 | Aug 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,327 | 100 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,190 | 94 | 0.0% | 0.0% | 150 | +1,150 | 2875.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,172 | 92 | 0.0% | 0.0% | 151 | -46 | -3.78% | Q2 2026 | Aug 03, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,000 | 79 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 958 | 76 | 0.0% | 0.0% | 153 | +169 | 21.42% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 876 | 69 | 0.01% | — | 154 | +876 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 710 | 56 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | Added to | 657 | 51 | 0.0% | 0.0% | 156 | +361 | 121.96% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | New | 500 | 39 | 0.0% | — | 157 | +500 | New | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 320 | 25 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 303 | 23 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 278 | 22 | 0.01% | 0.01% | 160 | +1 | 0.36% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 153 | 12 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 149 | 11 | 0.0% | — | 162 | +149 | New | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 120 | 9 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 81 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Costello Asset Management, INC | History | No change | 23 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,736 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,440 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Obermeyer Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -6,363 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,200 | -100.0% | Q2 2026 | Jul 31, 2026 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,131 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,300 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -3,666 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,159 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -707 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q2 2026 | Jul 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |