PROSHARES TRUST - TQQQ

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.
Showing first 300 of 369 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 38,274,782 3,100,257 0.24% 0.24% 1 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 18,762,355 1,519,750 0.13% 0.13% 2 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 18,726,300 1,516,830 0.17% 0.17% 3 0 0.0% Q2 2026 Sep 02, 2026
Howard Capital Management, LLC History No change 5,206,883 421,757 5.02% 5.02% 4 0 0.0% Q2 2026 Jul 28, 2026
PPSC Investment Service Corp History No change 1,414,758 114,595 7.23% 7.23% 5 0 0.0% Q2 2026 Jul 23, 2026
Quadrature Capital Ltd History No change 1,110,508 89,951 0.77% 0.77% 6 0 0.0% Q2 2026 Aug 06, 2026
Walleye Trading LLC History No change 673,922 54,587 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 03, 2026
HRT FINANCIAL LP History No change 619,817 50,205 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 502,752 40,722 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 03, 2026
IMC-Chicago, LLC History No change 499,223 40,437 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 355,068 28,760 0.7% 0.7% 11 0 0.0% Q2 2026 Aug 11, 2026
UBS Group AG History No change 334,919 27,128 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 294,767 23,876 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 07, 2026
GTS SECURITIES LLC History No change 278,696 22,622 0.48% 0.48% 14 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 264,290 21,407 0.4% 0.4% 15 0 0.0% Q2 2026 Jul 15, 2026
SBI Securities Co., Ltd. History No change 247,691 20,062 0.46% 0.46% 16 0 0.0% Q2 2026 Jul 22, 2026
Paragon Advisors, LLC History No change 246,279 19,948 4.19% 4.19% 17 0 0.0% Q2 2026 Jul 29, 2026
MORGAN STANLEY History No change 224,748 18,204 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
TORNO CAPITAL, LLC History No change 223,900 18,135 0.52% 0.52% 19 0 0.0% Q2 2026 Aug 14, 2026
LM Advisors LLC History No change 198,872 16,109 1.86% 1.86% 20 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History No change 146,668 11,880 0.33% 0.33% 21 0 0.0% Q2 2026 Jul 24, 2026
Timothy G. Youngquist 2020 Irrevocable Trust History No change 143,990 11,663 2.29% 2.29% 22 0 0.0% Q2 2026 Aug 07, 2026
Creative Planning History No change 143,008 11,583 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 140,803 11,405 0.47% 0.47% 24 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 132,250 10,712 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History No change 130,126 10,540 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 07, 2026
GROUP ONE TRADING LLC History No change 123,865 10,033 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 123,013 9,964 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 128,444 9,894 0.02% 0.02% 29 0 0.0% Q2 2026 Jul 15, 2026
Rollins Financial Advisors, LLC History No change 120,256 9,740 1.28% 1.28% 30 0 0.0% Q2 2026 Aug 04, 2026
Diversified Trust Co History No change 110,000 8,910 0.14% 0.14% 31 0 0.0% Q2 2026 Jul 17, 2026
Main Street Group, LTD History No change 108,515 8,789 2.05% 2.05% 32 0 0.0% Q2 2026 Jul 13, 2026
Baker Avenue Asset Management, LP History No change 103,230 8,361 0.16% 0.16% 33 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Wealth History No change 93,874 7,603 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 89,677 7,263 0.03% 0.03% 35 0 0.0% Q2 2026 Aug 11, 2026
TriaGen Wealth Management LLC History No change 89,645 7,261 1.82% 1.82% 36 0 0.0% Q2 2026 Jul 21, 2026
BRIGHTON JONES LLC History No change 84,443 6,839 0.13% 0.13% 37 0 0.0% Q2 2026 Aug 11, 2026
NorthRock Partners, LLC History No change 78,806 6,383 0.09% 0.09% 38 0 0.0% Q2 2026 Aug 11, 2026
Demars Financial Group, LLC History No change 76,499 6,196 1.72% 1.72% 39 0 0.0% Q2 2026 Jul 21, 2026
SteelPeak Wealth, LLC History No change 70,549 5,714 0.15% 0.15% 40 0 0.0% Q2 2026 Jul 13, 2026
Discipline Wealth Solutions, LLC History No change 68,198 5,524 0.48% 0.48% 41 0 0.0% Q2 2026 Jul 21, 2026
Capital Investment Advisors, LLC History No change 65,778 5,328 0.07% 0.07% 42 0 0.0% Q2 2026 Aug 06, 2026
Ridgepath Capital Management LLC History No change 65,657 5,318 2.35% 2.35% 43 0 0.0% Q2 2026 Aug 20, 2026
TOTH FINANCIAL ADVISORY CORP History No change 63,298 5,127 0.5% 0.5% 44 0 0.0% Q2 2026 Jul 14, 2026
Cassaday & Co Wealth Management LLC History No change 62,287 5,045 0.09% 0.09% 45 0 0.0% Q2 2026 Aug 10, 2026
Pathstone Holdings, LLC History No change 59,263 4,800 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 59,051 4,783 0.13% 0.13% 47 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 57,078 4,623 0.18% 0.18% 48 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 55,620 4,505 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Advyzon Investment Management, LLC History No change 53,291 4,316 0.31% 0.31% 50 0 0.0% Q2 2026 Aug 14, 2026
THOR TRADING ADVISORS, LLC History No change 51,087 4,138 1.3% 1.3% 51 0 0.0% Q2 2026 Aug 12, 2026
StoneX Group Inc. History No change 48,526 3,950 0.16% 0.16% 52 0 0.0% Q2 2026 Aug 12, 2026
Parallax Volatility Advisers, L.P. History No change 48,100 3,896 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 47,004 3,807 0.12% 0.12% 54 0 0.0% Q2 2026 Jul 17, 2026
Squarepoint Ops LLC History No change 46,046 3,729 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 45,877 3,716 0.02% 0.02% 56 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History No change 44,551 3,608 1.3% 1.3% 57 0 0.0% Q2 2026 Jul 30, 2026
MATHER GROUP, LLC. History No change 44,424 3,598 0.03% 0.03% 58 0 0.0% Q2 2026 Jul 27, 2026
PINNACLE ASSOCIATES LTD History No change 44,004 3,564 0.04% 0.04% 59 0 0.0% Q2 2026 Aug 03, 2026
Blue Sky Capital Consultants Group, Inc. History No change 44,000 3,564 1.52% 1.52% 60 0 0.0% Q2 2026 Aug 04, 2026
J. Safra Sarasin Holding AG History No change 41,718 3,380 0.05% 0.05% 61 0 0.0% Q2 2026 Jul 31, 2026
DeDora Capital, Inc. History No change 40,749 3,300 0.72% 0.72% 62 0 0.0% Q2 2026 Jul 13, 2026
XTX Topco Ltd History No change 40,045 3,243 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 39,956 3,236 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 05, 2026
Private Capital Management, LLC History No change 38,000 3,078 0.27% 0.27% 65 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 37,186 3,012 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
BXM Wealth LLC History No change 37,105 3,005 1.63% 1.63% 67 0 0.0% Q2 2026 Jul 24, 2026
Encompass More Asset Management History No change 36,276 2,938 0.43% 0.43% 68 0 0.0% Q2 2026 Jul 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 34,052 2,758 0.0% 0.0% 69 0 0.0% Q2 2026 Jul 29, 2026
Canal Capital Management, LLC History No change 33,371 2,703 0.33% 0.33% 70 0 0.0% Q2 2026 Jul 28, 2026
Clarity Wealth Advisors, LLC History No change 33,140 2,684 0.47% 0.47% 71 0 0.0% Q2 2026 Jul 24, 2026
Sherman Wealth Management LLC History No change 31,775 2,573 1.94% 1.94% 72 0 0.0% Q2 2026 Jul 09, 2026
PMV Capital Advisers, LLC History No change 31,536 2,554 3.84% 3.84% 73 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 31,326 2,537 0.01% 0.01% 74 0 0.0% Q2 2026 Jul 23, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 30,300 2,454 0.67% 0.67% 75 0 0.0% Q2 2026 Aug 07, 2026
Greenhouse Wealth Management, LLC History No change 31,284 2,414 1.7% 1.7% 76 0 0.0% Q2 2026 Aug 06, 2026
Sage Capital Management, LLC History No change 29,125 2,359 0.92% 0.92% 77 0 0.0% Q2 2026 Jul 20, 2026
HighTower Advisors, LLC History No change 28,364 2,297 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 05, 2026
Uniting Wealth Partners, LLC History No change 28,000 2,268 0.46% 0.46% 79 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 27,898 2,259 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
HUB Investment Partners, LLC History No change 27,782 2,250 0.04% 0.04% 81 0 0.0% Q2 2026 Jul 31, 2026
World Investment Advisors History No change 52,038 2,168 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 13, 2026
FULTON BANK, N.A. History No change 26,080 2,112 0.06% 0.06% 83 0 0.0% Q2 2026 Jul 09, 2026
BESSEMER GROUP INC History No change 26,000 2,106 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
Intrua Financial, LLC History No change 25,400 2,057 0.19% 0.19% 85 0 0.0% Q2 2026 Jul 24, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 25,205 2,041 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 07, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 25,113 2,034 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 14, 2026
Wealth Watch Advisors, INC History No change 24,590 1,991 0.65% 0.65% 88 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 24,195 1,959 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 19, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History No change 22,627 1,832 0.84% 0.84% 90 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 22,427 1,816 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History No change 22,359 1,811 0.04% 0.04% 92 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 21,771 1,763 0.15% 0.15% 93 0 0.0% Q2 2026 Aug 14, 2026
Richmond Brothers, Inc. History No change 21,649 1,753 0.91% 0.91% 94 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 21,585 1,748 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 12, 2026
INTEGRITY ALLIANCE, LLC. History No change 20,032 1,622 0.05% 0.05% 96 0 0.0% Q2 2026 Jul 31, 2026
FIRST MERCHANTS CORP History No change 20,000 1,620 0.06% 0.06% 97 0 0.0% Q2 2026 Jul 15, 2026
FOCUSED ALPHA, LLC History No change 20,001 1,620 0.42% 0.42% 98 0 0.0% Q2 2026 Aug 07, 2026
OSAIC HOLDINGS, INC. History No change 19,732 1,598 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 18,935 1,533 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
25 LLC History No change 18,582 1,505 0.41% 0.41% 101 0 0.0% Q2 2026 Jul 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 18,343 1,485 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 07, 2026
Scientech Research LLC History No change 18,276 1,480 1.2% 1.2% 103 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 18,254 1,478 0.06% 0.06% 104 0 0.0% Q2 2026 Jul 27, 2026
TRUE Private Wealth Advisors History No change 18,243 1,477 0.13% 0.13% 105 0 0.0% Q2 2026 Jul 23, 2026
Koshinski Asset Management, Inc. History No change 17,446 1,413 0.08% 0.08% 106 0 0.0% Q2 2026 Jul 27, 2026
Tempus Wealth Planning, LLC History No change 17,454 1,413 0.28% 0.28% 107 0 0.0% Q2 2026 Jul 22, 2026
Segment Wealth Management, LLC History No change 16,572 1,342 0.07% 0.07% 108 0 0.0% Q2 2026 Jul 16, 2026
JPMORGAN CHASE & CO History No change 17,092 1,319 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 12, 2026
Wealth Architects, LLC History No change 16,257 1,316 0.1% 0.1% 110 0 0.0% Q2 2026 Jul 23, 2026
Massar Capital Management, LP History No change 16,034 1,298 0.13% 0.13% 111 0 0.0% Q2 2026 Aug 14, 2026
October Effect Ltd History No change 15,875 1,285 1.21% 1.21% 112 0 0.0% Q2 2026 Jul 21, 2026
Premier Private Wealth Management LLC History No change 15,858 1,284 1.12% 1.12% 113 0 0.0% Q2 2026 Aug 13, 2026
Millington Financial Advisors, LLC History No change 18,948 1,279 0.5% 0.5% 114 0 0.0% Q2 2026 Aug 07, 2026
Tactive Advisors, LLC History No change 15,525 1,257 0.31% 0.31% 115 0 0.0% Q2 2026 Jul 08, 2026
Genesee Capital Advisors, LLC History No change 14,385 1,165 0.37% 0.37% 116 0 0.0% Q2 2026 Aug 06, 2026
Moors & Cabot, Inc. History No change 14,200 1,150 0.04% 0.04% 117 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 13,823 1,119 0.06% 0.06% 118 0 0.0% Q2 2026 Jul 31, 2026
Viewpoint Capital Management LLC History No change 13,700 1,109 0.56% 0.56% 119 0 0.0% Q2 2026 Aug 04, 2026
M&T BANK CORP History No change 13,554 1,097 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 04, 2026
Physician Wealth Advisors, Inc. History No change 13,447 1,089 0.13% 0.13% 121 0 0.0% Q2 2026 Jul 20, 2026
AXQ CAPITAL, LP History No change 13,163 1,066 0.12% 0.12% 122 0 0.0% Q2 2026 Aug 06, 2026
AlTi Global, Inc. History No change 13,082 1,059 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 05, 2026
Onyx Bridge Wealth Group LLC History No change 13,027 1,055 0.09% 0.09% 124 0 0.0% Q2 2026 Jul 23, 2026
PGIM Custom Harvest LLC History No change 12,835 1,039 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 13, 2026
Wealthspire Advisors, LLC History No change 12,749 1,032 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 11, 2026
Daviman Financial, LLC History No change 12,706 1,029 0.57% 0.57% 127 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 12,638 1,023 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 18, 2026
Erickson Financial Group, LLC History No change 12,636 1,023 0.55% 0.55% 129 0 0.0% Q2 2026 Jul 27, 2026
Traynor Capital Management, Inc. History No change 12,595 1,020 0.05% 0.05% 130 0 0.0% Q2 2026 Jul 22, 2026
Optiver Holding B.V. History No change 12,481 1,010 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 12, 2026
Harvest Investment Services, LLC History No change 12,448 1,008 0.16% 0.16% 132 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 12,419 1,005 0.02% 0.02% 133 0 0.0% Q2 2026 Aug 12, 2026
CCG WEALTH MANAGEMENT, LLC History No change 12,283 994 0.23% 0.23% 134 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS History No change 12,350 990 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 12,202 988 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 05, 2026
Marshall Financial Group, LLC History No change 12,161 985 0.14% 0.14% 137 0 0.0% Q2 2026 Jul 17, 2026
SLT Holdings LLC History No change 12,000 972 0.61% 0.61% 138 0 0.0% Q2 2026 Jul 17, 2026
Capital Investment Advisory Services, LLC History No change 11,867 961 0.06% 0.06% 139 0 0.0% Q2 2026 Jul 23, 2026
Fortune Financial Group, Inc. History No change 11,869 961 0.75% 0.75% 140 0 0.0% Q2 2026 Jul 24, 2026
CPR Investments Inc. History No change 11,629 941 0.72% 0.72% 141 0 0.0% Q2 2026 Jul 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 11,311 916 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 11,107 899 0.0% 0.0% 143 0 0.0% Q2 2026 Sep 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 11,000 891 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 10,959 887 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 27, 2026
Vines Capital Management, LLC History No change 10,718 868 0.71% 0.71% 146 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 10,483 849 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 29, 2026
EP Wealth Advisors, LLC History No change 10,473 848 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 11, 2026
Significant Wealth Partners LLC History No change 10,453 846 0.92% 0.92% 149 0 0.0% Q2 2026 Jul 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 10,388 841 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 10,241 829 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
StoneCrest Wealth Management, Inc. History No change 10,207 826 0.26% 0.26% 152 0 0.0% Q2 2026 Jul 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10,014 811 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
Innova Wealth Partners History No change 9,952 806 0.33% 0.33% 154 0 0.0% Q2 2026 Jul 15, 2026
Betterment LLC History No change 9,758 790 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 9,750 789 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 03, 2026
MAI Capital Management History No change 9,718 787 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 9,426 763 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 28, 2026
FSM Wealth Advisors, LLC History No change 9,387 760 0.08% 0.08% 159 0 0.0% Q2 2026 Jul 15, 2026
SCS Capital Management LLC History No change 9,141 740 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 06, 2026
Avior Wealth Management, LLC History No change 9,125 739 0.02% 0.02% 161 0 0.0% Q2 2026 Jul 07, 2026
Ashton Thomas Private Wealth, LLC History No change 8,939 724 0.02% 0.02% 162 0 0.0% Q2 2026 Jul 29, 2026
Dale Q Rice Investment Management Ltd History No change 8,896 720 0.39% 0.39% 163 0 0.0% Q2 2026 Aug 07, 2026
Global Assets Advisory, LLC History No change 9,153 715 0.16% 0.16% 164 0 0.0% Q2 2026 Jul 27, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 8,705 705 0.04% 0.04% 165 0 0.0% Q2 2026 Sep 11, 2026
Essex Financial Services, Inc. History No change 8,530 690 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 8,506 688 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 8,392 680 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History No change 8,389 679 0.06% 0.06% 169 0 0.0% Q2 2026 Jul 16, 2026
Waverly Advisors, LLC History No change 8,223 666 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 8,149 660 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 8,010 648 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 8,009 648 0.04% 0.04% 173 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History No change 7,955 644 0.09% 0.09% 174 0 0.0% Q2 2026 Jul 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 7,836 634 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 10, 2026
Lauer Wealth, LLC History No change 8,463 634 0.38% 0.38% 176 0 0.0% Q2 2026 Jul 15, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 7,786 630 0.07% 0.07% 177 0 0.0% Q2 2026 Jul 09, 2026
US BANCORP \DE\ History No change 7,766 629 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 7,751 627 0.0% 0.0% 179 0 0.0% Q2 2026 Sep 08, 2026
IFP Advisors, Inc History No change 7,683 622 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 20, 2026
Westmount Partners, LLC History No change 7,675 621 0.14% 0.14% 181 0 0.0% Q2 2026 Jul 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 7,640 619 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 14, 2026
Safeguard Investment Advisory Group, LLC History No change 7,625 617 0.14% 0.14% 183 0 0.0% Q2 2026 Aug 13, 2026
Socha Financial Group, LLC History No change 7,624 617 0.25% 0.25% 184 0 0.0% Q2 2026 Aug 05, 2026
SIGNATUREFD, LLC History No change 7,613 616 0.01% 0.01% 185 0 0.0% Q2 2026 Jul 23, 2026
Purus Wealth Management, LLC History No change 7,596 615 0.17% 0.17% 186 0 0.0% Q2 2026 Jul 13, 2026
Sovereign Financial Group, Inc. History No change 7,600 615 0.09% 0.09% 187 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 7,446 603 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 17, 2026
Bouchey Financial Group, Ltd. History No change 7,414 600 0.04% 0.04% 189 0 0.0% Q2 2026 Jul 27, 2026
Mayflower Financial Advisors, LLC History No change 7,343 594 0.05% 0.05% 190 0 0.0% Q2 2026 Jul 09, 2026
Nuveen, LLC History No change 7,237 586 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 11, 2026
CONSILIO WEALTH ADVISORS, LLC History No change 7,101 575 0.14% 0.14% 192 0 0.0% Q2 2026 Aug 10, 2026
Sanctuary Advisors, LLC History No change 6,644 538 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 13, 2026
Alternative Investment Advisors, LLC. History No change 6,595 534 0.2% 0.2% 194 0 0.0% Q2 2026 Aug 31, 2026
GWN SECURITIES INC. History No change 6,555 530 0.09% 0.09% 195 0 0.0% Q2 2026 Aug 05, 2026
Ironwood Financial, llc History No change 7,168 520 0.08% 0.08% 196 0 0.0% Q2 2026 Jul 17, 2026
CLEAR INVESTMENT RESEARCH, LLC History No change 6,405 518 0.81% 0.81% 197 0 0.0% Q2 2026 Aug 11, 2026
Edgestream Partners, L.P. History No change 6,384 517 0.02% 0.02% 198 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Financial Partners, Inc. History No change 6,280 508 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Wealth Alliance Advisory Group, LLC History No change 6,255 506 0.07% 0.07% 200 0 0.0% Q2 2026 Jul 23, 2026
Castleview Partners, LLC History No change 6,255 506 0.22% 0.22% 201 0 0.0% Q2 2026 Jul 20, 2026
Financial Insights, Inc. History No change 6,161 499 0.13% 0.13% 202 0 0.0% Q2 2026 Aug 25, 2026
Balefire, LLC History No change 6,156 498 0.08% 0.08% 203 0 0.0% Q2 2026 Jul 07, 2026
Kestra Advisory Services, LLC History No change 6,149 498 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 28, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 6,060 490 0.11% 0.11% 205 0 0.0% Q2 2026 Aug 10, 2026
Family Capital Management, Inc. History No change 6,025 488 0.19% 0.19% 206 0 0.0% Q2 2026 Jul 31, 2026
AE Wealth Management LLC History No change 5,896 477 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 03, 2026
Cornerstone Wealth Advisors, Inc. History No change 5,883 476 0.1% 0.1% 208 0 0.0% Q2 2026 Jul 17, 2026
OneDigital Investment Advisors LLC History No change 5,776 467 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 06, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 5,731 464 0.34% 0.34% 210 0 0.0% Q2 2026 Aug 07, 2026
Quantinno Capital Management LP History No change 5,705 462 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
River Wealth Advisors LLC History No change 5,650 457 0.05% 0.05% 212 0 0.0% Q2 2026 Aug 04, 2026
VERUS CAPITAL PARTNERS, LLC History No change 5,618 455 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 06, 2026
MinichMacGregor Wealth Management, LLC History No change 5,391 436 0.07% 0.07% 214 0 0.0% Q2 2026 Jul 16, 2026
Verde Capital Management History No change 5,362 434 0.08% 0.08% 215 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 5,230 423 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 06, 2026
Ground Swell Capital, LLC History No change 5,191 420 0.45% 0.45% 217 0 0.0% Q2 2026 Aug 05, 2026
360 Financial, Inc. History No change 5,152 417 0.11% 0.11% 218 0 0.0% Q2 2026 Aug 11, 2026
Calamos Wealth Management LLC History No change 5,077 411 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 31, 2026
SHP Wealth Management History No change 5,041 408 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 11, 2026
James J. Burns & Company, LLC History No change 5,006 405 0.04% 0.04% 221 0 0.0% Q2 2026 Aug 06, 2026
Clay Northam Wealth Management, LLC History No change 4,930 399 0.2% 0.2% 222 0 0.0% Q2 2026 Aug 10, 2026
Jump Financial, LLC History No change 4,815 390 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
WMG Financial Advisors, LLC History No change 4,762 385 0.15% 0.15% 224 0 0.0% Q2 2026 Jul 23, 2026
Diversify Advisory Services, LLC History No change 5,969 378 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,969 378 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 29, 2026
Bank of New York Mellon Corp History No change 4,662 377 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 06, 2026
Clearstead Advisors, LLC History No change 4,621 374 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 06, 2026
Simmons Bank History No change 4,626 374 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 31, 2026
BIRCH FINANCIAL GROUP, LLC History No change 4,581 371 0.19% 0.19% 230 0 0.0% Q2 2026 Jul 15, 2026
IHT Wealth Management, LLC History No change 4,575 370 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 14, 2026
Chung Wu Investment Group, LLC History No change 4,550 368 0.24% 0.24% 232 0 0.0% Q2 2026 Jul 31, 2026
KWMG, LLC History No change 4,524 366 0.03% 0.03% 233 0 0.0% Q2 2026 Jul 08, 2026
ENTREWEALTH, LLC History No change 5,053 363 0.13% 0.13% 234 0 0.0% Q2 2026 Aug 13, 2026
Signal Advisors Wealth, LLC History No change 4,427 358 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 04, 2026
Clark Capital Management Group, Inc. History No change 4,416 357 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 11, 2026
CRA Financial Services, LLC History No change 4,284 347 0.04% 0.04% 237 0 0.0% Q2 2026 Jul 24, 2026
Belpointe Asset Management LLC History No change 4,262 345 0.01% 0.01% 238 0 0.0% Q2 2026 Jul 31, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 4,259 344 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 14, 2026
Northern Capital Management, Inc. History No change 4,236 343 0.15% 0.15% 240 0 0.0% Q2 2026 Jul 23, 2026
Old Mission Investment Co LLC History No change 4,184 338 0.07% 0.07% 241 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History No change 4,164 337 0.04% 0.04% 242 0 0.0% Q2 2026 Jul 30, 2026
Quotient Wealth Partners, LLC History No change 4,150 336 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 03, 2026
Bluespring Wealth Management, LLC History No change 4,100 332 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 4,031 326 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 07, 2026
Meridian Wealth Management, LLC History No change 3,963 321 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 05, 2026
MISSION WEALTH MANAGEMENT, LP History No change 3,884 314 0.0% 0.0% 247 0 0.0% Q2 2026 Jul 20, 2026
Covestor Ltd History No change 3,804 308 0.18% 0.18% 248 0 0.0% Q2 2026 Aug 07, 2026
Alpha Wealth Funds, LLC History No change 3,728 301 0.16% 0.16% 249 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 3,707 300 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 24, 2026
Aegis Wealth Management, Inc. History No change 3,695 299 0.19% 0.19% 251 0 0.0% Q2 2026 Jul 16, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 3,675 298 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Safe Harbor Fiduciary, LLC History No change 3,686 298 0.23% 0.23% 253 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 3,675 297 0.07% 0.07% 254 0 0.0% Q2 2026 Jul 30, 2026
Summit Financial, LLC History No change 3,583 290 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
Kaizen Financial Strategies History No change 3,750 290 0.09% 0.09% 256 0 0.0% Q2 2026 Jul 30, 2026
Legacy Wealth Managment, LLC/ID History No change 3,578 289 0.12% 0.12% 257 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,547 287 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,540 286 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 07, 2026
R2 Capital Strategies, LLC History No change 3,500 283 0.13% 0.13% 260 0 0.0% Q2 2026 Jul 23, 2026
NovaPoint Capital, LLC History No change 3,447 279 0.06% 0.06% 261 0 0.0% Q2 2026 Aug 06, 2026
Hilton Head Capital Partners, LLC History No change 3,456 279 0.14% 0.14% 262 0 0.0% Q2 2026 Jul 27, 2026
EverSource Wealth Advisors, LLC History No change 3,338 270 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 24, 2026
Members Advisory Group LLC History No change 3,252 263 0.07% 0.07% 264 0 0.0% Q2 2026 Jul 15, 2026
Sovereign Investment Advisors, LLC History No change 3,232 261 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 14, 2026
Fairfield Financial Advisors, LTD History No change 3,211 260 0.1% 0.1% 266 0 0.0% Q2 2026 Aug 11, 2026
TOTAL INVESTMENT MANAGEMENT INC History No change 4,016 259 0.03% 0.03% 267 0 0.0% Q2 2026 Aug 03, 2026
Waterloo Capital, L.P. History No change 3,202 259 0.01% 0.01% 268 0 0.0% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History No change 3,178 257 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 12, 2026
Kachkovsky & Fisher, Inc. History No change 3,170 256 0.25% 0.25% 270 0 0.0% Q2 2026 Sep 08, 2026
Spire Wealth Management History No change 3,158 255 0.01% 0.01% 271 0 0.0% Q2 2026 Jul 15, 2026
Leading Edge Financial Planning LLC History No change 3,145 254 0.05% 0.05% 272 0 0.0% Q2 2026 Aug 06, 2026
Csenge Advisory Group History No change 3,131 253 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 10, 2026
PRAIRIE ADVISORY, LLC History No change 3,109 251 0.06% 0.06% 274 0 0.0% Q2 2026 Jul 20, 2026
SeaCrest Wealth Management, LLC History No change 3,080 249 0.03% 0.03% 275 0 0.0% Q2 2026 Jul 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 3,226 249 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 22, 2026
Focus Partners Advisor Solutions, LLC History No change 3,050 247 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 06, 2026
Integrated Advisors Network LLC History No change 3,033 245 0.01% 0.01% 278 0 0.0% Q2 2026 Aug 11, 2026
Townsend & Associates, Inc History No change 3,621 244 0.02% 0.02% 279 0 0.0% Q2 2026 Jul 22, 2026
Atria Investments, Inc History No change 2,982 241 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 28, 2026
Sequoia Financial Advisors, LLC History No change 2,909 235 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 17, 2026
Soltis Investment Advisors LLC History No change 2,900 234 0.01% 0.01% 282 0 0.0% Q2 2026 Jul 31, 2026
Hilltop Partners LLC History No change 2,875 232 0.06% 0.06% 283 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 2,852 231 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 05, 2026
Barnes Wealth Management Group, Inc History No change 2,849 230 0.11% 0.11% 285 0 0.0% Q2 2026 Jul 24, 2026
Brookstone Capital Management History No change 2,827 229 0.0% 0.0% 286 0 0.0% Q2 2026 Jul 15, 2026
Silverleafe Capital Partners, LLC History Added to 2,925 228 0.06% 0.06% 287 +6 0.21% Q3 2026 Oct 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 2,800 226 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 28, 2026
BlueSky Wealth Advisors, LLC History No change 2,766 224 0.03% 0.03% 289 0 0.0% Q2 2026 Jul 28, 2026
Navalign, LLC History No change 2,762 223 0.05% 0.05% 290 0 0.0% Q2 2026 Jul 27, 2026
Beacon Capital Management, LLC History No change 2,721 220 0.03% 0.03% 291 0 0.0% Q2 2026 Jul 29, 2026
HBK Sorce Advisory LLC History No change 3,002 218 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 06, 2026
Monument Capital Management History No change 2,690 217 0.04% 0.04% 293 0 0.0% Q2 2026 Jul 22, 2026
Clearwater Capital Advisors, LLC History No change 2,624 212 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 06, 2026
ZACKS INVESTMENT MANAGEMENT History No change 2,611 211 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 13, 2026
Advisory Alpha, LLC History No change 2,616 211 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 11, 2026
Nicholas Hoffman & Company, LLC. History No change 2,562 207 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 04, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 2,541 205 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 14, 2026
WORLD EQUITY GROUP, INC. History No change 2,500 202 0.05% 0.05% 299 0 0.0% Q2 2026 Jul 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 2,478 200 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 28, 2026