Managed Portfolio Series - TPYP
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 | 3,484,693 | 146,113 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 996,071 | 41,765 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arvest Bank Trust Division | History | No change | 930,151 | 39,001 | 1.9% | 1.9% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | No change | 885,428 | 37,125 | 2.65% | 2.65% | 4 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Magnus Financial Group LLC | History | No change | 863,496 | 36,206 | 2.56% | 2.56% | 5 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ATWOOD & PALMER INC | History | No change | 670,333 | 28,107 | 1.5% | 1.5% | 6 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FOSTER & MOTLEY INC | History | No change | 645,797 | 27,078 | 1.25% | 1.25% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 375,370 | 15,739 | 2.97% | 2.97% | 8 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 345,746 | 14,497 | 1.75% | 1.75% | 9 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 288,602 | 12,101 | 0.83% | 0.83% | 10 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| UBS Group AG | History | No change | 279,251 | 11,708 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Busey Bank | History | No change | 266,738 | 11,184 | 0.27% | 0.27% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 240,203 | 10,071 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triangle Securities Wealth Management | History | No change | 224,795 | 9,425 | 1.87% | 1.87% | 14 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | No change | 224,568 | 9,416 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 211,148 | 8,853 | 4.43% | 4.43% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 202,848 | 8,505 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 199,274 | 8,355 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 194,195 | 8,142 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 190,215 | 7,975 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 175,953 | 7,377 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Eagle Strategies LLC | History | No change | 175,309 | 7,350 | 0.73% | 0.73% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 143,215 | 6,005 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 135,865 | 5,696 | 0.34% | 0.34% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 123,199 | 5,166 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 112,602 | 4,721 | 0.25% | 0.25% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 107,250 | 4,496 | 2.66% | 2.66% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 101,206 | 4,243 | 2.94% | 2.94% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 97,415 | 4,084 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 94,978 | 3,982 | 0.79% | 0.79% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 93,912 | 3,980 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 88,342 | 3,704 | 1.33% | 1.33% | 32 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Partners Group, Inc | History | No change | 85,179 | 3,571 | 0.36% | 0.36% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 84,813 | 3,556 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 81,350 | 3,411 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HBK Sorce Advisory LLC | History | No change | 79,943 | 3,339 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 78,660 | 3,298 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Financial Enhancement Group LLC | History | No change | 78,369 | 3,286 | 0.39% | 0.39% | 38 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HighTower Advisors, LLC | History | No change | 76,165 | 3,193 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bollard Group LLC | History | No change | 70,631 | 2,962 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Battery Global Advisors, LLC | History | No change | 68,388 | 2,867 | 1.43% | 1.43% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 64,026 | 2,739 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 64,026 | 2,739 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GTS SECURITIES LLC | History | No change | 61,125 | 2,562 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 56,748 | 2,379 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 54,600 | 2,289 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 45,872 | 1,923 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 45,517 | 1,908 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARS Investment Partners, LLC | History | No change | 42,445 | 1,779 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| XML Financial, LLC | History | No change | 42,244 | 1,771 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 37,134 | 1,555 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 37,010 | 1,551 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 36,620 | 1,535 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,791 | 1,374 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 32,330 | 1,356 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 32,231 | 1,351 | 0.4% | 0.4% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 28,005 | 1,174 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oxbow Advisors, LLC | History | No change | 27,785 | 1,165 | 0.09% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WESBANCO BANK INC | History | No change | 26,226 | 1,099 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 24,673 | 1,035 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 24,586 | 1,030 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cresset Asset Management, LLC | History | No change | 20,730 | 869 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 19,960 | 836 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nova Wealth Management, Inc. | History | No change | 19,305 | 809 | 0.45% | 0.45% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 17,860 | 748 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | No change | 17,596 | 737 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 16,886 | 708 | 0.39% | 0.39% | 67 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,636 | 697 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 15,969 | 669 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,153 | 647 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 55 North Private Wealth, LLC | History | No change | 13,902 | 582 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Objectivity Squared, LLC | History | No change | 13,450 | 563 | 0.32% | 0.32% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 12,703 | 532 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 12,635 | 529 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stokes Capital Advisors, LLC | History | No change | 12,616 | 528 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Financial, LLC | History | No change | 12,337 | 517 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,594 | 486 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 11,328 | 474 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,850 | 454 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 9,964 | 417 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthTrust Axiom LLC | History | No change | 9,500 | 398 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 9,383 | 393 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 9,208 | 386 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,258 | 346 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 8,104 | 343 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,100 | 339 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 8,012 | 337 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,975 | 334 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 7,771 | 325 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,647 | 320 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,426 | 311 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 7,189 | 301 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zinnia Wealth Advisory, LLC | History | No change | 6,709 | 281 | 0.29% | 0.29% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,646 | 278 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 6,615 | 277 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,599 | 276 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sterneck Capital Management, LLC | History | No change | 6,300 | 264 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Family Investment Center, Inc. | History | No change | 6,018 | 252 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,720 | 239 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 5,570 | 233 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 5,529 | 231 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Argent Trust Co | History | No change | 5,500 | 230 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 5,503 | 230 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,349 | 224 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,354 | 224 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 5,052 | 223 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,220 | 218 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,957 | 207 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 4,825 | 202 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | No change | 4,820 | 202 | 0.12% | 0.12% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Blume Capital Management, Inc. | History | No change | 3,944 | 165 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackRock, Inc. | History | No change | 3,626 | 152 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City State Bank | History | No change | 3,298 | 138 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CENTRAL TRUST Co | History | No change | 2,931 | 122 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,650 | 111 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,521 | 106 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 2,505 | 105 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,310 | 96 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 2,260 | 94 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1,970 | 82 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,005 | 42 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 963 | 40 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 932 | 39 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Continuum Advisory, LLC | History | No change | 883 | 37 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 705 | 29 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 630 | 26 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 600 | 25 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 595 | 24 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crewe Advisors LLC | History | No change | 561 | 23 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROGCO, LP | History | No change | 521 | 21 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 500 | 20 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 441 | 18 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 424 | 17 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 398 | 16 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | No change | 361 | 15 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 240 | 10 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 253 | 10 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 235 | 9 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | Added to | 191 | 8 | 0.0% | 0.0% | 140 | +2 | 1.06% | Q3 2026 | Oct 02, 2026 |
| Ancora Advisors LLC | History | No change | 206 | 8 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 75 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 38 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caldwell Trust Co | History | No change | 28 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |