PROSHARES TRUST - UPRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,402,263 | 340,616 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 987,505 | 140,018 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 710,713 | 100,771 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revere Asset Management, Inc | History | No change | 393,443 | 55,786 | 21.41% | 21.41% | 4 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| HRT FINANCIAL LP | History | No change | 291,985 | 41,400 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgepath Capital Management LLC | History | No change | 165,092 | 23,408 | 10.33% | 10.33% | 6 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 164,587 | 23,336 | 0.37% | 0.37% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spectrum Financial Alliance Ltd LLC | History | No change | 110,615 | 15,684 | 2.31% | 2.31% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 75,500 | 10,705 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 46,349 | 6,571 | 1.53% | 1.53% | 10 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversified Trust Co | History | No change | 43,000 | 6,096 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GTS SECURITIES LLC | History | No change | 34,324 | 4,882 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 29,066 | 4,121 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R2 Capital Strategies, LLC | History | No change | 28,415 | 4,029 | 1.83% | 1.83% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 27,761 | 3,936 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uniting Wealth Partners, LLC | History | No change | 26,000 | 3,686 | 0.75% | 0.75% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LM Advisors LLC | History | No change | 25,898 | 3,672 | 0.42% | 0.42% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millington Financial Advisors, LLC | History | No change | 25,843 | 3,593 | 1.41% | 1.41% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 24,824 | 3,519 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 22,712 | 3,220 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 21,886 | 3,103 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Encompass More Asset Management | History | No change | 21,478 | 3,045 | 0.44% | 0.44% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 20,474 | 2,840 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 19,589 | 2,777 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Optiver Holding B.V. | History | No change | 18,732 | 2,656 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 18,068 | 2,561 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DeDora Capital, Inc. | History | No change | 17,926 | 2,541 | 0.55% | 0.55% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16,181 | 2,294 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Safe Harbor Fiduciary, LLC | History | No change | 15,922 | 2,257 | 1.76% | 1.76% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BankPlus Trust Department | History | No change | 15,900 | 2,254 | 0.53% | 0.53% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,698 | 2,084 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 13,459 | 1,908 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10,101 | 1,432 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,445 | 1,339 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ellis Investment Partners, LLC | History | No change | 9,401 | 1,332 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westmount Partners, LLC | History | No change | 9,370 | 1,328 | 0.29% | 0.29% | 36 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Timonier Family Office, LTD. | History | No change | 7,734 | 1,096 | 0.31% | 0.31% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 7,067 | 1,001 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 7,029 | 996 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KWMG, LLC | History | No change | 6,843 | 970 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 6,762 | 958 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 6,737 | 955 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 6,487 | 919 | 0.29% | 0.29% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Massar Capital Management, LP | History | No change | 6,387 | 905 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erickson Financial Group, LLC | History | No change | 6,149 | 871 | 0.47% | 0.47% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 8,922 | 865 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Financial Advisors, LLC | History | No change | 5,957 | 844 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,843 | 828 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,828 | 826 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hickory Point Bank & Trust | History | Added to | 5,222 | 767 | 0.46% | 0.42% | 50 | +314 | 6.4% | Q3 2026 | Oct 01, 2026 |
| Quantinno Capital Management LP | History | No change | 5,074 | 719 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 4,969 | 705 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,950 | 701 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,861 | 689 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CPR Investments Inc. | History | No change | 4,791 | 679 | 0.52% | 0.52% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 4,719 | 669 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 4,693 | 665 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,575 | 648 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,562 | 646 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 4,365 | 618 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mittelman Wealth Management | History | No change | 4,345 | 616 | 0.41% | 0.41% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J. M. Brown & Associates Inc. | History | No change | 4,038 | 572 | 0.33% | 0.33% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,012 | 568 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 3,822 | 541 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sollinda Capital Management LLC | History | No change | 3,627 | 514 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 3,610 | 511 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,406 | 482 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,123 | 442 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHOREO, LLC | History | No change | 3,088 | 437 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 3,074 | 435 | 0.17% | 0.17% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Walleye Trading LLC | History | No change | 2,959 | 419 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LexAurum Advisors, LLC | History | No change | 2,843 | 403 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 2,797 | 396 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 2,630 | 372 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,518 | 357 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,435 | 345 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BXM Wealth LLC | History | No change | 2,364 | 335 | 0.18% | 0.18% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,343 | 332 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dedeker Financial LLC | History | No change | 2,347 | 332 | 0.19% | 0.19% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,302 | 326 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 2,275 | 322 | 0.13% | 0.13% | 81 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Insights, Inc. | History | No change | 2,251 | 319 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 2,250 | 319 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 2,231 | 316 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 2,174 | 308 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GDS Wealth Management | History | No change | 2,156 | 305 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daviman Financial, LLC | History | No change | 2,158 | 305 | 0.17% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Segment Wealth Management, LLC | History | No change | 2,065 | 292 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 2,034 | 288 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 2,016 | 285 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Meramec Financial Planners, LLC | History | No change | 2,057 | 280 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,915 | 271 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,862 | 264 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 1,824 | 258 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,806 | 256 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 1,805 | 255 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,771 | 251 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vontobel Holding Ltd. | History | No change | 1,700 | 241 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 1,668 | 236 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 1,657 | 234 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,639 | 232 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innova Wealth Partners | History | No change | 1,636 | 231 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,610 | 228 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,607 | 227 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,594 | 226 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vines Capital Management, LLC | History | No change | 1,552 | 220 | 0.18% | 0.18% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,537 | 217 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 1,524 | 216 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 1,005 | 142 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,000 | 141 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provident Wealth Management, LLC | History | No change | 685 | 97 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quent Capital, LLC | History | No change | 606 | 85 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 568 | 80 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 480 | 68 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 428 | 60 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 400 | 56 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 401 | 56 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 374 | 53 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | No change | 279 | 39 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 278 | 39 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 252 | 35 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 227 | 32 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 171 | 24 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 157 | 22 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 130 | 18 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Holdings, LLC | History | No change | 102 | 14 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 88 | 12 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 82 | 11 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 60 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Forum Finance Group S.A. | History | No change | 70 | 8 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 51 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 25 | 3 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kings Path Partners LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Continuum Advisory, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitlin John, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Longview Financial Advisors LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |