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 | No change | 699,517 | 55,322 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 425,132 | 33,622 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 414,032 | 32,744 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 390,124 | 30,853 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 379,428 | 30,578 | 3.19% | 3.07% | 5 | +5,259 | 1.41% | Q3 2026 | Oct 23, 2026 |
| Intellus Advisors LLC | History | No change | 350,274 | 27,702 | 3.36% | 3.36% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 290,441 | 22,970 | 0.86% | 0.86% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 250,673 | 20,201 | 0.62% | 0.65% | 8 | -30,308 | -10.79% | Q3 2026 | Oct 27, 2026 |
| Opus Capital Group, LLC | History | Added to | 241,345 | 19,450 | 1.9% | 1.83% | 9 | +2,278 | 0.95% | Q3 2026 | Oct 30, 2026 |
| UBS Group AG | History | No change | 242,555 | 19,182 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 238,541 | 18,865 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 215,270 | 17,348 | 0.44% | 0.45% | 12 | -1,653 | -0.76% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 192,036 | 15,476 | 0.02% | 0.02% | 13 | -3,001 | -1.54% | Q3 2026 | Nov 02, 2026 |
| Cambria Investment Management, L.P. | History | No change | 169,615 | 13,414 | 0.66% | 0.66% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 153,784 | 12,162 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlas Wealth LLC | History | No change | 151,606 | 11,990 | 1.71% | 1.71% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 143,703 | 11,365 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verum Partners LLC | History | Reduced | 139,438 | 11,237 | 1.8% | 3.11% | 18 | -123,336 | -46.94% | Q3 2026 | Oct 21, 2026 |
| Brookstone Capital Management | History | Added to | 136,089 | 10,967 | 0.11% | 0.1% | 19 | +5,797 | 4.45% | Q3 2026 | Oct 22, 2026 |
| Fermata Advisors, LLC | History | Reduced | 97,488 | 7,856 | 1.52% | 1.6% | 20 | -2,304 | -2.31% | Q3 2026 | Oct 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 94,467 | 7,471 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 92,725 | 7,333 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 88,296 | 6,983 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Advisor Group, LLC | History | Added to | 80,319 | 6,472 | 0.62% | 0.65% | 24 | +2,078 | 2.66% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 73,165 | 5,896 | 0.01% | 0.01% | 25 | +1,738 | 2.43% | Q3 2026 | Oct 30, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 72,964 | 5,880 | 3.72% | 3.73% | 26 | +750 | 1.04% | Q3 2026 | Oct 09, 2026 |
| Ethos Financial Group, LLC | History | No change | 70,915 | 5,608 | 0.37% | 0.37% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Breakwater Capital Group | History | Reduced | 66,500 | 5,359 | 0.63% | 0.66% | 28 | -3,558 | -5.08% | Q3 2026 | Oct 08, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 177,700 | 5,317 | 0.84% | 2.37% | 29 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 62,404 | 4,935 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 60,207 | 4,761 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 54,405 | 4,302 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 53,864 | 4,259 | 0.67% | 0.67% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 50,048 | 4,033 | 0.24% | 0.25% | 34 | -1,218 | -2.38% | Q3 2026 | Nov 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 41,162 | 3,317 | 0.05% | 0.05% | 35 | -749 | -1.79% | Q3 2026 | Nov 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 41,743 | 3,301 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 41,324 | 3,268 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CoreFirst Bank & Trust | History | No change | 38,351 | 3,033 | 1.51% | 1.51% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 35,293 | 2,791 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 34,900 | 2,760 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 32,705 | 2,635 | 0.24% | 0.25% | 41 | +204 | 0.63% | Q3 2026 | Oct 27, 2026 |
| Integrated Advisors Network LLC | History | Added to | 31,548 | 2,542 | 0.12% | 0.07% | 42 | +13,655 | 76.31% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 30,915 | 2,444 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 28,667 | 2,267 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspect Partners, LLC | History | Added to | 27,440 | 2,211 | 0.84% | 0.75% | 45 | +2,066 | 8.14% | Q3 2026 | Oct 20, 2026 |
| Sigma Planning Corp | History | Added to | 26,186 | 2,110 | 0.05% | 0.05% | 46 | +913 | 3.61% | Q3 2026 | Oct 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 25,962 | 2,092 | 0.03% | 0.03% | 47 | +660 | 2.61% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 24,700 | 2,033 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,163 | 2,027 | 0.08% | 0.08% | 49 | -47 | -0.19% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 24,698 | 1,953 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 24,276 | 1,919 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 23,590 | 1,901 | 0.01% | 0.01% | 52 | -2,213 | -8.58% | Q3 2026 | Oct 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,904 | 1,890 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sherman Wealth Management LLC | History | Added to | 23,339 | 1,880 | 1.34% | 1.3% | 54 | +1,478 | 6.76% | Q3 2026 | Oct 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 22,647 | 1,791 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 20,617 | 1,672 | 0.2% | 0.2% | 56 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bravias Capital Group, LLC | History | No change | 20,019 | 1,583 | 0.94% | 0.94% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | No change | 20,028 | 1,583 | 1.27% | 1.27% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,608 | 1,580 | 0.0% | 0.0% | 59 | -2,650 | -11.91% | Q3 2026 | Nov 02, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,694 | 1,557 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wealth Care LLC | History | No change | 19,609 | 1,550 | 1.26% | 1.26% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 18,148 | 1,435 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 17,218 | 1,387 | 0.79% | 0.89% | 63 | -1,994 | -10.38% | Q3 2026 | Oct 08, 2026 |
| HB Wealth Management, LLC | History | New | 16,914 | 1,363 | 0.01% | — | 64 | +16,914 | New | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 16,955 | 1,359 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 17,189 | 1,359 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Added to | 16,630 | 1,340 | 0.74% | 0.73% | 67 | +66 | 0.4% | Q3 2026 | Nov 03, 2026 |
| Evanson Financial, LLC | History | No change | 16,483 | 1,328 | 0.07% | 0.06% | 68 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Southland Equity Partners LLC | History | Reduced | 16,424 | 1,323 | 0.23% | 0.23% | 69 | -58 | -0.35% | Q3 2026 | Oct 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 15,883 | 1,280 | 0.05% | 0.05% | 70 | -342 | -2.11% | Q3 2026 | Nov 04, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 15,781 | 1,271 | 0.58% | 0.59% | 71 | -478 | -2.94% | Q3 2026 | Nov 02, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,544 | 1,229 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 14,694 | 1,162 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,390 | 1,159 | 0.01% | 0.01% | 74 | -321 | -2.18% | Q3 2026 | Oct 26, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 14,351 | 1,156 | 0.03% | 0.04% | 75 | -40 | -0.28% | Q3 2026 | Nov 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 14,199 | 1,144 | 0.12% | 0.13% | 76 | -1,994 | -12.31% | Q3 2026 | Oct 16, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 12,005 | 980 | 0.06% | 0.06% | 77 | +1 | 0.01% | Q3 2026 | Oct 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 12,345 | 976 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,881 | 860 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 9,434 | 760 | 0.01% | 0.01% | 80 | +20 | 0.21% | Q3 2026 | Nov 03, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 9,388 | 756 | 0.35% | 0.36% | 81 | +2 | 0.02% | Q3 2026 | Oct 14, 2026 |
| ATLas Financial Planning LLC | History | No change | 9,571 | 756 | 0.61% | 0.61% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Betterment LLC | History | No change | 9,054 | 716 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,571 | 690 | 0.0% | 0.0% | 84 | +844 | 10.92% | Q3 2026 | Nov 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,620 | 681 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 8,419 | 665 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 7,911 | 637 | 0.05% | 0.05% | 87 | +47 | 0.6% | Q3 2026 | Oct 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,539 | 607 | 0.0% | 0.0% | 88 | +262 | 3.6% | Q3 2026 | Oct 14, 2026 |
| MAI Capital Management | History | No change | 7,068 | 559 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Partners, LLC | History | Added to | 6,768 | 545 | 0.13% | 0.12% | 90 | +145 | 2.19% | Q3 2026 | Oct 21, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 6,746 | 533 | 0.35% | 0.35% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,636 | 524 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Astra Wealth Partners LLC | History | No change | 6,583 | 520 | 0.28% | 0.28% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valued Retirements, Inc. | History | No change | 6,496 | 513 | 0.46% | 0.46% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 6,400 | 506 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COWA, LLC | History | Reduced | 6,227 | 501 | 0.12% | 0.27% | 96 | -7,578 | -54.89% | Q3 2026 | Oct 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,314 | 499 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 6,000 | 484 | 0.0% | — | 98 | +6,000 | New | Q3 2026 | Nov 02, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 6,078 | 480 | 0.29% | 0.29% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 6,060 | 479 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 5,727 | 461 | 0.05% | 0.04% | 101 | +272 | 4.99% | Q3 2026 | Oct 14, 2026 |
| Corient Private Wealth LP | History | No change | 5,353 | 423 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,235 | 414 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,003 | 403 | 0.04% | 0.04% | 104 | -162 | -3.14% | Q3 2026 | Oct 19, 2026 |
| XTX Topco Ltd | History | No change | 5,089 | 402 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 4,892 | 394 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,686 | 377 | 0.0% | 0.01% | 107 | -600 | -11.35% | Q3 2026 | Oct 23, 2026 |
| Baldwin Investment Management, LLC | History | No change | 4,430 | 350 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,299 | 346 | 0.0% | 0.0% | 109 | -1,118 | -20.64% | Q3 2026 | Oct 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 4,250 | 342 | 0.03% | 0.04% | 110 | -1,100 | -20.56% | Q3 2026 | Oct 27, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 4,191 | 337 | 0.01% | 0.01% | 111 | -69 | -1.62% | Q3 2026 | Oct 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 4,121 | 333 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,828 | 330 | 0.02% | 0.03% | 113 | -321 | -7.74% | Q3 2026 | Oct 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,099 | 330 | 0.0% | 0.0% | 114 | +3 | 0.07% | Q3 2026 | Oct 22, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 4,071 | 328 | 0.06% | 0.06% | 115 | +10 | 0.25% | Q3 2026 | Oct 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 3,667 | 295 | 0.03% | 0.04% | 116 | -54 | -1.45% | Q3 2026 | Oct 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,648 | 294 | 0.01% | 0.01% | 117 | +178 | 5.13% | Q3 2026 | Oct 22, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,646 | 293 | 0.0% | 0.0% | 118 | +2,456 | 206.39% | Q3 2026 | Oct 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,554 | 286 | 0.0% | 0.0% | 119 | +987 | 38.45% | Q3 2026 | Oct 26, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,500 | 276 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFS Advisors, LLC | History | New | 3,402 | 274 | 0.08% | — | 121 | +3,402 | New | Q3 2026 | Oct 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 3,180 | 271 | 0.09% | 0.09% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 3,335 | 268 | 0.1% | 0.09% | 123 | +17 | 0.51% | Q3 2026 | Oct 29, 2026 |
| CX Institutional | History | Reduced | 3,303 | 266 | 0.01% | 0.01% | 124 | -507 | -13.31% | Q3 2026 | Oct 02, 2026 |
| World Investment Advisors | History | No change | 3,482 | 265 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | Reduced | 3,262 | 262 | 0.01% | 0.01% | 126 | -73 | -2.19% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | New | 3,245 | 261 | 0.0% | — | 127 | +3,245 | New | Q3 2026 | Nov 02, 2026 |
| Ancora Advisors LLC | History | No change | 3,254 | 257 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 3,236 | 256 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,228 | 255 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 3,036 | 244 | 0.05% | 0.05% | 131 | +13 | 0.43% | Q3 2026 | Oct 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 3,066 | 242 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 2,890 | 228 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 2,868 | 226 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 2,866 | 226 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 2,725 | 219 | 0.06% | 0.06% | 136 | -8 | -0.29% | Q3 2026 | Oct 30, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 2,715 | 218 | 0.05% | 0.04% | 137 | +14 | 0.52% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 2,271 | 179 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 2,000 | 158 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,878 | 151 | 0.0% | 0.0% | 140 | -13 | -0.69% | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,868 | 147 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 1,670 | 134 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,550 | 124 | 0.03% | 0.02% | 143 | 0 | 0.0% | Q3 2026 | Oct 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 |
| True Wealth Design, LLC | History | No change | 1,310 | 105 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 1,327 | 104 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 1,293 | 102 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 1,172 | 92 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,000 | 80 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 958 | 76 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 876 | 69 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 710 | 57 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Reduced | 576 | 46 | 0.0% | 0.0% | 153 | -81 | -12.33% | Q3 2026 | Oct 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 552 | 43 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 500 | 40 | 0.02% | — | 155 | +500 | New | Q3 2026 | Nov 03, 2026 |
| BlackRock, Inc. | History | No change | 500 | 39 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFC Planning, Inc. | History | No change | 446 | 35 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 357 | 28 | 0.0% | — | 158 | +357 | New | Q3 2026 | Oct 21, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 303 | 24 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 280 | 23 | 0.01% | 0.01% | 160 | +2 | 0.72% | Q3 2026 | Nov 04, 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 | No change | 149 | 11 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 120 | 9 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Nova Financial LLC | History | New | 80 | 6 | 0.0% | — | 166 | +80 | New | Q3 2026 | Nov 04, 2026 |
| Team Financial Group, LLC | History | New | 77 | 6 | 0.0% | — | 165 | +77 | New | Q3 2026 | Oct 30, 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% | 167 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Latitude Advisors, LLC | History | New | 58 | 4 | 0.0% | — | 168 | +58 | New | Q3 2026 | Oct 27, 2026 |
| YANKCOM Partnership | History | New | 26 | 2 | 0.0% | — | 169 | +26 | New | Q3 2026 | Oct 15, 2026 |
| Costello Asset Management, INC | History | No change | 23 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 14 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,877 | -100.0% | Q3 2026 | Oct 30, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,625 | -100.0% | Q3 2026 | Nov 02, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -2,372 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Signature Equity Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |