T. Rowe Price Exchange-Traded Funds, Inc. - TCHP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
Cetera Investment Advisers History No change 4,164,087 208,579 0.19% 0.19% 1 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 3,254,691 163,029 0.04% 0.04% 2 0 0.0% Q2 2026 Sep 23, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,922,582 146,393 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,306,717 115,543 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 07, 2026
Glenview Trust Co History No change 2,291,715 114,792 1.59% 1.59% 5 0 0.0% Q2 2026 Aug 18, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,617,520 81,021 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History No change 1,580,445 79,164 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,436,652 69,377 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
Advisor OS, LLC History No change 1,230,918 61,656 4.11% 4.11% 9 0 0.0% Q2 2026 Aug 05, 2026
MJP ASSOCIATES INC /ADV History No change 969,375 48,555 5.31% 5.31% 10 0 0.0% Q2 2026 Aug 11, 2026
Trust Co of Kansas History No change 832,998 41,725 21.4% 21.4% 11 0 0.0% Q2 2026 Jul 22, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 819,263 41,036 0.05% 0.05% 12 0 0.0% Q2 2026 Jul 29, 2026
Armstrong, Fleming & Moore, Inc History No change 580,080 29,056 9.62% 9.62% 13 0 0.0% Q2 2026 Jul 28, 2026
Harbor Group, Inc. History No change 553,441 27,721 3.26% 3.26% 14 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 371,965 18,632 0.04% 0.04% 15 0 0.0% Q2 2026 Aug 05, 2026
MARS JEWETT FINANCIAL GROUP, INC. History No change 365,559 18,310 3.71% 3.71% 16 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History No change 341,636 17,112 0.91% 0.91% 17 0 0.0% Q2 2026 Jul 27, 2026
Creative Planning History No change 332,300 16,644 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 324,040 16,231 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
Souders Financial Advisors History No change 321,483 16,103 1.62% 1.62% 20 0 0.0% Q2 2026 Aug 05, 2026
&PARTNERS History No change 293,996 14,746 0.06% 0.06% 21 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 289,957 14,523 0.63% 0.63% 22 0 0.0% Q2 2026 Jul 31, 2026
D.A. DAVIDSON & CO. History No change 276,134 13,831 0.08% 0.08% 23 0 0.0% Q2 2026 Jul 24, 2026
Sound Income Strategies, LLC History No change 271,438 13,596 0.61% 0.61% 24 0 0.0% Q2 2026 Jul 20, 2026
TWO SIGMA INVESTMENTS, LP History No change 243,600 12,201 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 214,558 10,747 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 175,085 8,769 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
CMH Wealth Management LLC History No change 157,576 7,892 1.2% 1.2% 28 0 0.0% Q2 2026 Jul 09, 2026
LPL Financial LLC History No change 147,175 7,371 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 134,476 6,735 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
Heritage Trust Co History No change 128,332 6,428 0.56% 0.56% 31 0 0.0% Q2 2026 Aug 06, 2026
National Wealth Management Group, LLC History No change 126,336 6,328 1.96% 1.96% 32 0 0.0% Q2 2026 Jul 14, 2026
BENJAMIN EDWARDS INC History No change 113,835 5,701 0.05% 0.05% 33 0 0.0% Q2 2026 Jul 24, 2026
CROBAN History No change 113,403 5,680 2.5% 2.5% 34 0 0.0% Q2 2026 Aug 03, 2026
John & Kathleen Schreiber Foundation History No change 111,349 5,577 5.82% 5.82% 35 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 109,955 5,507 0.21% 0.21% 36 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 106,608 5,339 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 12, 2026
Hopwood Financial Services, Inc. History No change 104,749 5,246 3.04% 3.04% 38 0 0.0% Q2 2026 Jul 22, 2026
Capital Analysts, LLC History No change 98,321 4,925 0.11% 0.11% 39 0 0.0% Q2 2026 Aug 05, 2026
Kestra Advisory Services, LLC History No change 92,634 4,640 0.01% 0.01% 40 0 0.0% Q2 2026 Jul 28, 2026
Ducere Wealth Management LLC History No change 92,119 4,614 1.39% 1.39% 41 0 0.0% Q2 2026 Jul 28, 2026
Capital Advisors, Ltd. LLC History No change 79,884 4,001 0.4% 0.4% 42 0 0.0% Q2 2026 Jul 16, 2026
REDW Wealth LLC History No change 78,276 3,920 1.4% 1.4% 43 0 0.0% Q2 2026 Jul 30, 2026
TRUIST FINANCIAL CORP History No change 76,401 3,826 0.0% 0.0% 44 0 0.0% Q2 2026 Jul 28, 2026
MATRIX ASSET ADVISORS INC/NY History No change 76,038 3,808 0.31% 0.31% 45 0 0.0% Q2 2026 Jul 15, 2026
Rockefeller Capital Management L.P. History No change 71,206 3,566 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
Maia Wealth LLC History No change 66,257 3,318 0.49% 0.49% 47 0 0.0% Q2 2026 Jul 28, 2026
AdvisorNet Financial, Inc History No change 66,099 3,310 0.15% 0.15% 48 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Financial Planning, Inc./PA History No change 63,633 3,187 1.7% 1.7% 49 0 0.0% Q2 2026 Aug 10, 2026
NBZ Investment Advisors LLC History No change 63,188 3,165 1.23% 1.23% 50 0 0.0% Q2 2026 Aug 13, 2026
Thayer Partners, LLC / MA History No change 61,365 3,073 1.27% 1.27% 51 0 0.0% Q2 2026 Jul 31, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 59,690 3,016 0.01% 0.01% 52 0 0.0% Q2 2026 Jul 15, 2026
Arete Wealth Advisors, LLC History No change 59,854 2,998 0.2% 0.2% 53 0 0.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History No change 58,378 2,924 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 07, 2026
Essex Financial Services, Inc. History No change 56,890 2,849 0.14% 0.14% 55 0 0.0% Q2 2026 Aug 10, 2026
Summit Asset Management, LLC History No change 54,182 2,713 0.35% 0.35% 56 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History No change 51,756 2,592 0.09% 0.09% 57 0 0.0% Q2 2026 Jul 24, 2026
Copper Harbor Investment Advisors, LLC History No change 51,464 2,577 0.55% 0.55% 58 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 49,662 2,487 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
LaSalle St. Investment Advisors, LLC History No change 46,611 2,334 0.29% 0.29% 60 0 0.0% Q2 2026 Aug 11, 2026
Aprio Wealth Management, LLC History No change 43,070 2,157 0.11% 0.11% 61 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 39,196 1,963 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 38,669 1,936 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Roundview Capital LLC History No change 37,020 1,854 0.1% 0.1% 64 0 0.0% Q2 2026 Jul 30, 2026
Saxony Capital Management, LLC History No change 35,201 1,763 0.81% 0.81% 65 0 0.0% Q2 2026 Jul 15, 2026
SITTNER & NELSON, LLC History No change 33,702 1,688 0.53% 0.53% 66 0 0.0% Q2 2026 Aug 07, 2026
Bedel Financial Consulting, Inc. History No change 32,409 1,623 0.15% 0.15% 67 0 0.0% Q2 2026 Jul 29, 2026
Kingsview Wealth Management, LLC History No change 30,465 1,525 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 18, 2026
NATIXIS ADVISORS, LLC History No change 28,358 1,420 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
FIRST FOUNDATION ADVISORS History No change 27,808 1,392 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 14, 2026
ELLERSON GROUP INC /ADV History No change 27,652 1,385 0.82% 0.82% 71 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL SECURITIES, INC. History No change 27,385 1,371 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 04, 2026
Summit Financial, LLC History No change 25,602 1,282 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 25,084 1,256 0.13% 0.13% 74 0 0.0% Q2 2026 Aug 13, 2026
Empire Life Investments Inc. History No change 24,828 1,243 0.07% 0.07% 75 0 0.0% Q2 2026 Jul 24, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 24,638 1,234 0.15% 0.15% 76 0 0.0% Q2 2026 Aug 11, 2026
Legacy Capital Wealth Partners, LLC History No change 24,205 1,212 0.23% 0.23% 77 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisory Services, LLC History No change 21,873 1,095 0.07% 0.07% 78 0 0.0% Q2 2026 Jul 23, 2026
ASSOCIATED BANC-CORP History No change 21,822 1,093 0.03% 0.03% 79 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 21,804 1,092 0.03% 0.03% 80 0 0.0% Q2 2026 Aug 07, 2026
LANDAAS & CO /WI /ADV History No change 21,727 1,088 0.2% 0.2% 81 0 0.0% Q2 2026 Jul 21, 2026
DAVENPORT & Co LLC History No change 19,453 974 0.0% 0.0% 82 0 0.0% Q2 2026 Jul 13, 2026
Ted Buchan & Co History No change 19,269 965 0.32% 0.32% 83 0 0.0% Q2 2026 Jul 23, 2026
FIDUCIENT ADVISORS LLC History No change 19,200 961 0.14% 0.14% 84 0 0.0% Q2 2026 Aug 07, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 18,363 919 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
MTM FINANCIAL GROUP, LLC History No change 17,757 889 0.38% 0.38% 86 0 0.0% Q2 2026 Jul 27, 2026
Greenline Wealth Management LLC History No change 17,198 861 0.71% 0.71% 87 0 0.0% Q2 2026 Jul 23, 2026
Bleakley Financial Group, LLC History No change 17,076 855 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 05, 2026
NOVEM GROUP History No change 17,061 854 0.09% 0.09% 89 0 0.0% Q2 2026 Jul 21, 2026
VestGen Advisors, LLC History No change 16,035 803 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 11, 2026
Prospera Financial Services Inc History No change 15,167 759 0.01% 0.01% 91 0 0.0% Q2 2026 Jul 15, 2026
D. E. Shaw & Co., Inc. History No change 14,961 749 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
M Holdings Securities, Inc. History No change 15,039 743 0.1% 0.1% 93 0 0.0% Q2 2026 Aug 11, 2026
MAI Capital Management History No change 14,438 723 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
WNY Asset Management, LLC History No change 13,648 683 0.06% 0.06% 95 0 0.0% Q2 2026 Aug 17, 2026
Barnes Wealth Management Group, Inc History No change 13,309 666 0.31% 0.31% 96 0 0.0% Q2 2026 Jul 24, 2026
QUANTUM FINANCIAL PARTNERS LLC History No change 13,000 651 0.33% 0.33% 97 0 0.0% Q2 2026 Jul 20, 2026
Wagner Wealth Management, Corp History No change 12,913 646 0.52% 0.52% 98 0 0.0% Q2 2026 Aug 10, 2026
OneAscent Financial Services LLC History No change 11,716 586 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 11,547 578 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
MANCHESTER FINANCIAL INC History No change 11,329 567 0.1% 0.1% 101 0 0.0% Q2 2026 Jul 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 10,987 550 0.01% 0.01% 102 0 0.0% Q2 2026 Jul 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 10,198 510 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 28, 2026
Goldstone Financial Group, LLC History No change 10,119 506 0.05% 0.05% 104 0 0.0% Q2 2026 Aug 11, 2026
Lighthouse Wealth Management Inc. History No change 10,011 501 0.31% 0.31% 105 0 0.0% Q2 2026 Jul 22, 2026
Maple Capital Management, Inc. History No change 9,989 500 0.03% 0.03% 106 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 9,896 495 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 9,591 480 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 19, 2026
J.W. COLE ADVISORS, INC. History No change 9,601 480 0.01% 0.01% 109 0 0.0% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History No change 9,345 468 0.01% 0.01% 110 0 0.0% Q2 2026 Jul 24, 2026
Cascade Investment Advisors, Inc. History No change 8,988 450 0.25% 0.25% 111 0 0.0% Q2 2026 Jul 15, 2026
Diversify Advisory Services, LLC History No change 8,880 425 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 8,880 425 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Advisors, LLC History No change 8,430 422 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 8,096 405 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL BANK OF OMAHA History No change 7,294 365 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 07, 2026
United Advisor Group, LLC History No change 7,272 364 0.04% 0.04% 117 0 0.0% Q2 2026 Jul 29, 2026
CFC Planning Co LLC History No change 6,876 344 0.2% 0.2% 118 0 0.0% Q2 2026 Aug 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 6,516 326 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 10, 2026
Equita Financial Network, Inc. History No change 6,271 314 0.09% 0.09% 120 0 0.0% Q2 2026 Jul 29, 2026
ROMAN BUTLER FULLERTON & CO History No change 6,225 309 0.07% 0.07% 121 0 0.0% Q2 2026 Aug 06, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 6,047 302 0.07% 0.07% 122 0 0.0% Q2 2026 Jul 27, 2026
Nvest Wealth Strategies, Inc. History No change 5,877 294 0.18% 0.18% 123 0 0.0% Q2 2026 Jul 10, 2026
Swisher Financial Concepts, Inc. History No change 5,850 293 0.18% 0.18% 124 0 0.0% Q2 2026 Aug 06, 2026
Cascades Capital Asset Management, LLC History No change 5,794 290 0.11% 0.11% 125 0 0.0% Q2 2026 Aug 14, 2026
Waterfront Wealth Inc. History No change 5,700 288 0.04% 0.04% 126 0 0.0% Q2 2026 Jul 30, 2026
Verum Partners LLC History No change 5,733 287 0.04% 0.04% 127 0 0.0% Q2 2026 Jul 22, 2026
SAPIENT CAPITAL LLC History No change 5,723 286 0.0% 0.0% 128 0 0.0% Q2 2026 Jul 09, 2026
Future Financial Wealth Managment LLC History No change 5,861 283 0.18% 0.18% 129 0 0.0% Q2 2026 Jul 24, 2026
G&S Capital LLC History No change 5,643 282 0.08% 0.08% 130 0 0.0% Q2 2026 Jul 10, 2026
Ameritas Advisory Services, LLC History No change 5,600 280 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Group, LLC History No change 5,361 275 0.02% 0.02% 132 0 0.0% Q3 2026 Oct 01, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 5,432 272 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 07, 2026
Fortis Capital Management LLC History No change 5,316 266 0.03% 0.03% 134 0 0.0% Q2 2026 Aug 12, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 5,167 258 0.14% 0.14% 135 0 0.0% Q2 2026 Jul 20, 2026
RM Financial Services, LLC History No change 4,880 244 0.18% 0.18% 136 0 0.0% Q2 2026 Aug 04, 2026
STEPH & CO History No change 4,754 238 0.06% 0.06% 137 0 0.0% Q2 2026 Jul 16, 2026
Robertson Stephens Wealth Management, LLC History No change 4,679 234 0.01% 0.01% 138 0 0.0% Q2 2026 Jul 29, 2026
CoreCap Advisors, LLC History No change 4,455 223 0.01% 0.01% 139 0 0.0% Q2 2026 Jul 06, 2026
Argent Trust Co History No change 4,374 219 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 06, 2026
KFA Private Wealth Group, LLC History No change 4,298 215 0.05% 0.05% 141 0 0.0% Q2 2026 Jul 28, 2026
Cerity Partners LLC History No change 4,244 212 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 4,185 209 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 4,158 208 0.01% 0.01% 144 0 0.0% Q2 2026 Jul 31, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 4,135 207 0.03% 0.03% 145 0 0.0% Q2 2026 Jul 24, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 4,064 203 0.03% 0.03% 146 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 3,806 187 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 27, 2026
MORGAN STANLEY History No change 3,593 179 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 3,512 175 0.1% 0.1% 149 0 0.0% Q2 2026 Jul 21, 2026
Citizens National Bank Trust Department History No change 3,314 165 0.02% 0.02% 150 0 0.0% Q2 2026 Jul 22, 2026
IFP Advisors, Inc History No change 3,220 161 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 20, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2,385 118 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 2,178 109 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 2,175 108 0.0% 0.0% 154 0 0.0% Q2 2026 Jul 23, 2026
Plante Moran Financial Advisors, LLC History No change 2,027 101 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 06, 2026
WELLS FARGO & COMPANY/MN History No change 1,991 99 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 1,678 84 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 06, 2026
Trust Co History No change 1,300 65 0.01% 0.01% 158 0 0.0% Q2 2026 Jul 10, 2026
Glass Jacobson Investment Advisors llc History No change 1,222 61 0.02% 0.02% 159 0 0.0% Q2 2026 Jul 30, 2026
AE Wealth Management LLC History No change 1,129 56 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 1,000 50 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 05, 2026
BANK OF MONTREAL /CAN/ History No change 916 45 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 718 35 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 17, 2026
Atlantic Edge Private Wealth Management, LLC History No change 652 32 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History No change 624 31 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 584 29 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 11, 2026
PlanVest Financial, Inc History No change 549 27 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 530 26 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 31, 2026
Cherry Tree Wealth Management, LLC History No change 497 24 0.0% 0.0% 169 0 0.0% Q2 2026 Sep 15, 2026
Aptus Capital Advisors, LLC History No change 347 17 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 345 17 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 304 15 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
Cape Investment Advisory, Inc. History No change 254 12 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History No change 185 9 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 20, 2026
Costello Asset Management, INC History No change 195 9 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 28, 2026
Central Pacific Bank - Trust Division History No change 191 9 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 07, 2026
Tidemark, LLC History No change 173 8 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 10, 2026
Allied Private Wealth LLC History No change 153 7 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 105 5 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 08, 2026
VANGUARD ADVISERS INC History No change 104 5 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History No change 113 5 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 27, 2026
DHJJ Financial Advisors, Ltd. History No change 85 4 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 24, 2026
Lloyd Advisory Services, LLC. History No change 72 3 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Bancorp, Inc. History No change 53 2 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 28, 2026