SPROTT FUNDS TRUST - URNM
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 | 3,096,583 | 162,849 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,876,595 | 98,690 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,250,000 | 65,737 | 0.45% | 0.45% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 630,000 | 33,132 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 624,929 | 32,865 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 540,514 | 28,425 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 444,821 | 23,393 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Walleye Trading LLC | History | No change | 372,181 | 19,572 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cumberland Partners Ltd | History | No change | 366,088 | 19,252 | 1.25% | 1.25% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 311,177 | 16,364 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 268,420 | 14,116 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lloyd Harbor Capital Management, LLC | History | No change | 219,471 | 11,541 | 11.88% | 11.88% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trek Financial, LLC | History | No change | 210,001 | 11,043 | 0.55% | 0.55% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 186,347 | 9,799 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 185,945 | 9,778 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 185,155 | 9,737 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 166,991 | 8,784 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corecam Pte. Ltd. | History | No change | 159,275 | 8,382 | 3.17% | 3.17% | 18 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Fielder Capital Group LLC | History | No change | 153,448 | 8,069 | 1.75% | 1.75% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 152,835 | 8,037 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 130,082 | 6,841 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 124,454 | 6,545 | 2.82% | 2.82% | 22 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 121,604 | 6,395 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 114,508 | 6,021 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 105,880 | 5,568 | 1.66% | 1.66% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 90,880 | 4,779 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 88,282 | 4,644 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 87,517 | 4,602 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MENLO ADVISORS LLC | History | No change | 86,674 | 4,558 | 2.0% | 2.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 84,016 | 4,418 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 81,708 | 4,297 | 2.02% | 2.02% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Wealth Advisors, LLC | History | No change | 74,110 | 3,897 | 1.0% | 1.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corecam AG | History | No change | 71,030 | 3,738 | 3.19% | 3.19% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rafferty Asset Management, LLC | History | No change | 69,065 | 3,632 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 65,897 | 3,465 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 62,000 | 3,260 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 59,632 | 3,136 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 58,976 | 3,101 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 57,029 | 2,999 | 2.15% | 2.15% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 52,642 | 2,768 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 49,872 | 2,623 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 48,765 | 2,564 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 47,482 | 2,517 | 0.41% | 0.41% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 43,195 | 2,271 | 1.05% | 1.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tandem Financial, LLC | History | No change | 42,667 | 2,243 | 0.67% | 0.67% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 42,185 | 2,218 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | No change | 39,686 | 2,087 | 0.39% | 0.39% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 39,684 | 2,086 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carrera Capital Advisors | History | No change | 39,189 | 2,060 | 0.31% | 0.31% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 38,179 | 2,007 | 1.8% | 1.8% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HRT FINANCIAL LP | History | No change | 38,080 | 2,002 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIT Partners Advisory Pte. Ltd. | History | No change | 37,744 | 1,984 | 0.93% | 0.93% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 37,678 | 1,981 | 0.92% | 0.92% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DCF Advisers, LLC | History | No change | 35,000 | 1,840 | 0.33% | 0.33% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 34,408 | 1,809 | 0.18% | 0.18% | 55 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Forum Finance Group S.A. | History | No change | 42,339 | 1,801 | 0.65% | 0.65% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 34,055 | 1,790 | 0.19% | 0.19% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 33,712 | 1,772 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 31,102 | 1,635 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 31,029 | 1,631 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 30,989 | 1,629 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SPROTT INC. | History | No change | 30,772 | 1,618 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tactive Advisors, LLC | History | No change | 30,456 | 1,601 | 0.39% | 0.39% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Invst, LLC | History | No change | 30,241 | 1,590 | 0.16% | 0.16% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freemont Management S.A. | History | No change | 30,000 | 1,577 | 1.53% | 1.53% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 28,834 | 1,516 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | No change | 27,940 | 1,469 | 0.19% | 0.19% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 27,932 | 1,468 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cheviot Value Management, LLC | History | No change | 27,330 | 1,437 | 0.15% | 0.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 26,867 | 1,412 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 25,058 | 1,317 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 25,000 | 1,314 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 24,741 | 1,301 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 22,809 | 1,199 | 0.15% | 0.15% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Miller Global Investments, LLC | History | No change | 25,176 | 1,194 | 0.96% | 1.1% | 75 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 22,467 | 1,181 | 0.19% | 0.19% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | No change | 22,080 | 1,161 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Proficio Capital Partners LLC | History | No change | 20,995 | 1,104 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | No change | 20,915 | 1,099 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 18,678 | 982 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 18,541 | 975 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 17,924 | 942 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tidal Investments LLC | History | No change | 17,893 | 940 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oceanic Investment Management LTD | History | No change | 17,819 | 937 | 1.2% | 1.2% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 17,554 | 923 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,425 | 916 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset One Wealth Management LLC | History | No change | 18,018 | 916 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 16,490 | 867 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NICOLET BANKSHARES INC | History | No change | 15,414 | 810 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 15,084 | 793 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Deuterium Capital Management, LLC | History | No change | 15,000 | 788 | 0.85% | 0.85% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 14,808 | 778 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 14,732 | 774 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Holcombe Financial, Inc. | History | No change | 13,964 | 734 | 0.41% | 0.41% | 94 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 13,770 | 724 | 0.18% | 0.18% | 95 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 13,607 | 715 | 0.5% | 0.5% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,846 | 675 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 12,557 | 660 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seelaus Asset Management LLC | History | No change | 11,682 | 614 | 0.43% | 0.43% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 11,301 | 594 | 0.27% | 0.27% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 11,185 | 588 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Manchester Capital Management LLC | History | No change | 10,900 | 573 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,441 | 554 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10,347 | 543 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 10,300 | 541 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 10,000 | 525 | 0.32% | 0.32% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 9,908 | 521 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 9,760 | 513 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 9,659 | 507 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,509 | 500 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 9,497 | 499 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 9,192 | 483 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,030 | 474 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 8,799 | 462 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,600 | 452 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SG Americas Securities, LLC | History | No change | 8,547 | 449 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 8,500 | 448 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Meridian Wealth Management, LLC | History | No change | 8,398 | 441 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 8,327 | 437 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 7,930 | 417 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 7,680 | 403 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,512 | 395 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concentric Capital Strategies, LP | History | No change | 7,489 | 393 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 7,275 | 382 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,910 | 363 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,805 | 357 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,725 | 353 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Compass Financial Group, INC/SD | History | No change | 6,600 | 347 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 6,504 | 342 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,399 | 336 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| E&G Advisors, LLC | History | No change | 6,114 | 321 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 6,119 | 321 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Spruce Point Capital Management, LLC | History | No change | 6,000 | 315 | 0.54% | 0.54% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 5,966 | 313 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,953 | 313 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 5,828 | 306 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avid Wealth Partners LLC | History | No change | 5,437 | 285 | 0.14% | 0.14% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 5,407 | 284 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 5,362 | 282 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,223 | 274 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,216 | 274 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,936 | 259 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 4,826 | 253 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 4,523 | 237 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,481 | 235 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hyposwiss Advisors SA | History | No change | 4,460 | 234 | 0.22% | 0.22% | 146 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 4,416 | 232 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 4,392 | 230 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,343 | 228 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 4,249 | 223 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 4,172 | 219 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 4,000 | 210 | 0.12% | 0.12% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 3,984 | 209 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ballew Advisors, Inc | History | No change | 4,285 | 203 | 0.1% | 0.12% | 154 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Signet Private Wealth LLC | History | No change | 3,834 | 201 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,805 | 200 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | No change | 3,688 | 193 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,096 | 162 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 2,700 | 141 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,064 | 108 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Glassman Wealth Services | History | No change | 1,760 | 92 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,520 | 79 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,504 | 79 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Persistent Asset Partners Ltd | History | No change | 1,161 | 61 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,025 | 53 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 960 | 50 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 894 | 47 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | No change | 863 | 45 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 843 | 44 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 841 | 44 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 825 | 43 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Blume Capital Management, Inc. | History | No change | 725 | 38 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Main Street Group, LTD | History | No change | 701 | 36 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 600 | 31 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Trust, Inc. | History | No change | 600 | 31 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caitlin John, LLC | History | No change | 576 | 30 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Knuff & Co LLC | History | No change | 567 | 29 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 544 | 28 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 518 | 27 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 502 | 26 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New Hampshire | History | No change | 496 | 26 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Accordant Advisory Group Inc | History | No change | 482 | 25 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allworth Financial LP | History | No change | 432 | 22 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 424 | 22 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 400 | 21 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 340 | 18 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 361 | 18 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 345 | 18 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 334 | 17 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 329 | 17 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 325 | 17 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Research Corp | History | No change | 331 | 17 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quaker Wealth Management, LLC | History | No change | 292 | 15 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 298 | 15 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 255 | 13 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | No change | 239 | 12 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | New | 200 | 9 | 0.01% | — | 198 | +200 | New | Q3 2026 | Oct 02, 2026 |
| Roble, Belko & Company, Inc | History | No change | 172 | 9 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 158 | 8 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lodestone Wealth Management LLC | History | No change | 155 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 170 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atlatl Advisers LLC | History | No change | 165 | 8 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PlanVest Financial, Inc | History | No change | 160 | 8 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 141 | 7 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 144 | 7 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Axiom Investment Management LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stone House Investment Management, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hilltop National Bank | History | No change | 100 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| CX Institutional | History | New | 75 | 4 | 0.0% | — | 212 | +75 | New | Q3 2026 | Oct 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 77 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 73 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 61 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 49 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 45 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 38 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kennebec Savings Bank | History | No change | 43 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWAN Capital LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 36 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HM PAYSON & CO | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TORONTO DOMINION BANK | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kimelman & Baird, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Eukles Asset Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Banque Cantonale Vaudoise | History | No change | 8,403 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthCollab, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |