T. Rowe Price Exchange-Traded Funds, Inc. - TDVG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | History | Added to | 4,396,076 | 215,539 | 1.07% | 1.06% | 1 | +161,288 | 3.81% | Q2 2026 | Jul 17, 2026 |
| National Pension Service | History | No change | 2,762,617 | 135,451 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,541,950 | 124,631 | 0.01% | 0.01% | 3 | +16,198 | 0.64% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,588,981 | 77,907 | 0.04% | 0.05% | 4 | -66,252 | -4.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 1,527,399 | 74,889 | 0.01% | 0.01% | 5 | +2,398 | 0.16% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 570,408 | 27,641 | 0.01% | 0.01% | 6 | +88,990 | 18.48% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 452,964 | 22,208 | 0.03% | 0.03% | 7 | -8,327 | -1.81% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 405,008 | 19,857 | 0.03% | 0.03% | 8 | -5,456 | -1.33% | Q2 2026 | Aug 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 395,595 | 19,589 | 7.04% | 7.03% | 9 | +4,375 | 1.12% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | Added to | 362,698 | 17,783 | 0.02% | 0.01% | 10 | +53,845 | 17.43% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 309,695 | 15,184 | 0.0% | 0.0% | 11 | -14,494 | -4.47% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 301,675 | 14,791 | 0.0% | 0.0% | 12 | +130,711 | 76.46% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Reduced | 294,417 | 14,435 | 0.06% | 0.05% | 13 | -1,358 | -0.46% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 263,939 | 12,940 | 0.0% | 0.0% | 14 | -6,023 | -2.23% | Q2 2026 | Sep 23, 2026 |
| Focus Partners Wealth | History | Reduced | 236,346 | 11,588 | 0.01% | 0.01% | 15 | -2,411 | -1.01% | Q2 2026 | Aug 12, 2026 |
| United Advisor Group, LLC | History | Added to | 200,703 | 9,840 | 1.04% | 1.1% | 16 | +1,137 | 0.57% | Q2 2026 | Jul 29, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 198,048 | 9,710 | 1.74% | 1.86% | 17 | -973 | -0.49% | Q2 2026 | Aug 06, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 122,735 | 6,017 | 0.99% | 0.97% | 18 | +9,823 | 8.7% | Q2 2026 | Aug 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 116,664 | 5,720 | 0.22% | 0.23% | 19 | +7,216 | 6.59% | Q2 2026 | Aug 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 112,033 | 5,492 | 0.37% | 0.47% | 20 | -28,244 | -20.13% | Q2 2026 | Jul 15, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 105,775 | 5,221 | 0.55% | 0.55% | 21 | -589 | -0.55% | Q2 2026 | Aug 13, 2026 |
| TPG Advisors LLC | History | Added to | 89,791 | 4,402 | 2.42% | 2.46% | 22 | +1,293 | 1.46% | Q2 2026 | Jul 29, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 87,200 | 4,275 | 1.07% | 0.26% | 23 | +67,786 | 349.16% | Q2 2026 | Jul 07, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 59,470 | 2,915 | 1.07% | 0.95% | 24 | +8,501 | 16.68% | Q2 2026 | Jul 22, 2026 |
| Nautilus Advisors LLC | History | Added to | 58,203 | 2,882 | 1.7% | 1.76% | 25 | +723 | 1.26% | Q2 2026 | Jul 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 56,075 | 2,749 | 0.04% | 0.08% | 26 | -3,040 | -5.14% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 52,052 | 2,552 | 0.16% | 0.16% | 27 | +3,334 | 6.84% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 45,313 | 2,221 | 0.0% | 0.0% | 28 | +14,898 | 48.98% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 44,174 | 2,166 | 0.0% | 0.0% | 29 | +5,714 | 14.86% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 43,621 | 2,138 | 0.01% | 0.01% | 30 | -10 | -0.02% | Q2 2026 | Jul 28, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 43,043 | 2,110 | 1.31% | 1.14% | 31 | +5,282 | 13.99% | Q2 2026 | Jul 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 41,792 | 2,049 | 0.13% | 0.14% | 32 | -2,361 | -5.35% | Q2 2026 | Aug 04, 2026 |
| Apella Capital, LLC | History | Reduced | 39,171 | 1,937 | 0.03% | 0.03% | 33 | -956 | -2.38% | Q2 2026 | Jul 08, 2026 |
| Financial Connections Group, Inc. | History | No change | 41,161 | 1,837 | 0.64% | 0.64% | 34 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 37,329 | 1,830 | 0.01% | 0.01% | 35 | +90 | 0.24% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,278 | 1,729 | 0.0% | 0.0% | 36 | +3,779 | 12.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 34,499 | 1,691 | 0.14% | 0.22% | 37 | -17,536 | -33.7% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,667 | 1,650 | 0.02% | 0.02% | 38 | +1,284 | 3.97% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 31,165 | 1,528 | 0.01% | 0.01% | 39 | +3,334 | 11.98% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 32,312 | 1,442 | 0.23% | 0.23% | 40 | -1,214 | -3.62% | Q2 2026 | Jul 17, 2026 |
| Bill Few Associates, Inc. | History | Added to | 28,493 | 1,397 | 0.3% | 0.3% | 41 | +380 | 1.35% | Q2 2026 | Jul 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 28,041 | 1,375 | 0.14% | 0.14% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Selby Wealth Management, LLC | History | Added to | 27,921 | 1,368 | 0.48% | 0.45% | 43 | +2,076 | 8.03% | Q2 2026 | Jul 09, 2026 |
| NavPoint Financial, Inc. | History | Added to | 25,722 | 1,261 | 0.47% | 0.46% | 44 | +380 | 1.5% | Q2 2026 | Jul 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 25,475 | 1,249 | 0.06% | 0.07% | 45 | -2,513 | -8.98% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,487 | 1,152 | 0.0% | 0.0% | 46 | -31,437 | -57.24% | Q2 2026 | Aug 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 23,210 | 1,137 | 0.19% | 0.19% | 47 | -670 | -2.81% | Q2 2026 | Jul 31, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 22,591 | 1,107 | 0.69% | 0.37% | 48 | +10,789 | 91.42% | Q2 2026 | Jul 10, 2026 |
| Mariner, LLC | History | Reduced | 21,926 | 1,075 | 0.0% | 0.01% | 49 | -107,841 | -83.1% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,109 | 1,045 | 0.0% | 0.01% | 50 | -40,564 | -65.77% | Q2 2026 | Jul 15, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 20,818 | 1,020 | 0.16% | 0.16% | 51 | +509 | 2.51% | Q2 2026 | Jul 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 20,292 | 994 | 0.0% | 0.0% | 52 | +8,627 | 73.96% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,157 | 939 | 0.01% | 0.02% | 53 | +19 | 0.1% | Q2 2026 | Aug 07, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 19,069 | 934 | 0.06% | 0.06% | 54 | +2,900 | 17.94% | Q2 2026 | Jul 17, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 18,957 | 929 | 0.06% | 0.07% | 55 | -286 | -1.49% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,170 | 890 | 0.01% | 0.01% | 56 | -975 | -5.09% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,983 | 881 | 0.0% | 0.0% | 57 | -412 | -2.24% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 17,862 | 875 | 0.02% | 0.01% | 58 | +3,116 | 21.13% | Q2 2026 | Jul 14, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 16,794 | 823 | 0.05% | 0.05% | 59 | +721 | 4.49% | Q2 2026 | Jul 21, 2026 |
| Sigma Planning Corp | History | Added to | 16,532 | 810 | 0.02% | 0.02% | 60 | +144 | 0.88% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 16,292 | 798 | 0.0% | 0.0% | 61 | +7,720 | 90.06% | Q2 2026 | Aug 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 16,279 | 798 | 0.14% | 0.17% | 62 | -976 | -5.66% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 15,003 | 735 | 0.01% | 0.01% | 63 | +96 | 0.64% | Q2 2026 | Aug 12, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 14,214 | 696 | 0.32% | 0.81% | 64 | -17,255 | -54.83% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,503 | 662 | 0.01% | 0.01% | 65 | -1,808 | -11.81% | Q2 2026 | Jul 28, 2026 |
| Legacy Advisors, LLC | History | New | 13,433 | 658 | 0.06% | — | 66 | +13,433 | New | Q2 2026 | Jul 24, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 13,378 | 655 | 0.48% | 0.65% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 13,157 | 645 | 0.18% | 0.25% | 68 | -4,415 | -25.13% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 14,370 | 641 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 12,984 | 636 | 0.01% | 0.02% | 70 | -422 | -3.15% | Q2 2026 | Aug 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 12,814 | 628 | 0.1% | 0.08% | 71 | +2,256 | 21.37% | Q2 2026 | Jul 24, 2026 |
| BIP Wealth, LLC | History | Added to | 12,748 | 625 | 0.02% | 0.02% | 72 | +25 | 0.2% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 12,324 | 604 | 0.0% | 0.0% | 73 | +9,938 | 416.51% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,301 | 554 | 0.04% | 0.04% | 74 | -373 | -3.2% | Q2 2026 | Jul 08, 2026 |
| Summit Asset Management, LLC | History | No change | 11,238 | 550 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 11,027 | 540 | 0.22% | 0.23% | 76 | +243 | 2.25% | Q2 2026 | Jul 09, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 10,971 | 537 | 0.04% | 0.04% | 77 | -530 | -4.61% | Q2 2026 | Aug 12, 2026 |
| Balefire, LLC | History | Added to | 10,835 | 531 | 0.09% | 0.09% | 78 | +16 | 0.15% | Q2 2026 | Jul 07, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 10,717 | 525 | 0.12% | 0.12% | 79 | +22 | 0.21% | Q2 2026 | Jul 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 10,542 | 516 | 0.0% | 0.0% | 80 | +1,388 | 15.16% | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 10,389 | 505 | 0.0% | 0.0% | 81 | -31 | -0.3% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,125 | 496 | 0.0% | — | 82 | +10,125 | New | Q2 2026 | Sep 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,082 | 494 | 0.0% | 0.0% | 83 | +32 | 0.32% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | New | 9,756 | 478 | 0.0% | — | 85 | +9,756 | New | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,755 | 478 | 0.01% | 0.01% | 84 | +11 | 0.11% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,661 | 473 | 0.03% | 0.03% | 86 | -1,705 | -15.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 9,482 | 464 | 0.04% | 0.04% | 87 | -214 | -2.21% | Q2 2026 | Jul 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 8,973 | 439 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 8,793 | 431 | 0.08% | 0.09% | 89 | -75 | -0.85% | Q2 2026 | Jul 31, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 7,706 | 377 | 0.0% | 0.01% | 90 | -5,631 | -42.22% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,452 | 365 | 0.0% | 0.0% | 91 | +553 | 8.02% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,428 | 364 | 0.0% | 0.0% | 92 | -158 | -2.08% | Q2 2026 | Aug 12, 2026 |
| Stratos Investment Management, LLC | History | Added to | 7,361 | 360 | 0.01% | 0.01% | 93 | +17 | 0.23% | Q2 2026 | Aug 11, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 6,908 | 338 | 0.07% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 6,738 | 332 | 0.21% | 0.2% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,705 | 328 | 0.0% | 0.0% | 96 | -261 | -3.75% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | Reduced | 6,390 | 313 | 0.01% | 0.01% | 97 | -373 | -5.52% | Q2 2026 | Aug 06, 2026 |
| WNY Asset Management, LLC | History | Reduced | 6,335 | 310 | 0.03% | 0.03% | 98 | -100 | -1.55% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | No change | 6,290 | 308 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,294 | 306 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 5,595 | 274 | 0.06% | 0.06% | 101 | -1,061 | -15.94% | Q2 2026 | Aug 05, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,128 | 251 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,889 | 239 | 0.01% | 0.01% | 103 | -200 | -3.93% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,856 | 238 | 0.0% | — | 104 | +4,856 | New | Q2 2026 | Aug 19, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,700 | 230 | 0.0% | 0.0% | 105 | +3 | 0.06% | Q2 2026 | Jul 22, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 4,560 | 223 | 0.02% | 0.02% | 106 | -6 | -0.13% | Q2 2026 | Sep 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 4,346 | 213 | 0.0% | — | 107 | +4,346 | New | Q2 2026 | Aug 04, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 4,279 | 209 | 0.11% | 0.13% | 108 | +10 | 0.23% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,260 | 208 | 0.0% | — | 109 | +4,260 | New | Q2 2026 | Aug 14, 2026 |
| KilterHowling LLC | History | New | 4,246 | 208 | 0.09% | — | 110 | +4,246 | New | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | New | 4,244 | 208 | 0.07% | — | 111 | +4,244 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,739 | 183 | 0.0% | 0.0% | 112 | +1,253 | 50.4% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,251 | 159 | 0.0% | — | 113 | +3,251 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 2,665 | 130 | 0.0% | 0.0% | 114 | +312 | 13.26% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,651 | 129 | 0.0% | 0.0% | 115 | -4,900 | -64.89% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,543 | 124 | 0.0% | — | 116 | +2,543 | New | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,458 | 120 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,295 | 112 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,660 | 81 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Archer Investment Corp | History | Added to | 1,315 | 64 | 0.01% | 0.01% | 120 | +293 | 28.67% | Q2 2026 | Aug 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,150 | 56 | 0.0% | 0.0% | 121 | +100 | 9.52% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 968 | 47 | 0.0% | — | 122 | +968 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 731 | 36 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 729 | 35 | 0.0% | 0.0% | 125 | -53 | -6.78% | Q2 2026 | Jul 17, 2026 |
| TD Capital Management LLC | History | Added to | 722 | 35 | 0.0% | 0.0% | 124 | +2 | 0.28% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 640 | 31 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 527 | 26 | 0.01% | 0.01% | 127 | -156 | -22.84% | Q2 2026 | Aug 05, 2026 |
| Cape Investment Advisory, Inc. | History | New | 521 | 25 | 0.01% | — | 128 | +521 | New | Q2 2026 | Jul 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 452 | 22 | 0.0% | — | 130 | +452 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 463 | 22 | 0.0% | 0.0% | 129 | +1 | 0.22% | Q2 2026 | Jul 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 414 | 20 | 0.01% | 0.01% | 132 | +225 | 119.05% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 422 | 20 | 0.0% | 0.0% | 131 | +1 | 0.24% | Q2 2026 | Jul 06, 2026 |
| GGM Financial LLC | History | Added to | 355 | 17 | 0.01% | 0.01% | 133 | +1 | 0.28% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 300 | 14 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 228 | 11 | 0.0% | 0.0% | 135 | +1 | 0.44% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 147 | 7 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SHP Wealth Management | History | No change | 163 | 7 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | Reduced | 106 | 5 | 0.0% | 0.0% | 138 | -99 | -48.29% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 32 | 1 | 0.0% | — | 139 | +32 | New | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -76,479 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -28,188 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,307 | -100.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF VERMONT | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |