Victory Portfolios II - USTB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,410,366 | 273,656 | 0.18% | 0.15% | 1 | +64,257 | 1.2% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,822,911 | 142,782 | 1.06% | 1.06% | 2 | +224,216 | 8.63% | Q1 2026 | Apr 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,528,426 | 127,887 | 0.01% | 0.01% | 3 | +354,900 | 16.33% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,607,923 | 81,328 | 0.02% | 0.02% | 4 | +273,004 | 20.45% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,531,498 | 77,463 | 0.01% | 0.01% | 5 | +139,855 | 10.05% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Added to | 1,248,215 | 63,134 | 4.76% | 0.01% | 6 | +1,246,240 | 63100.76% | Q1 2026 | May 08, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 881,331 | 44,577 | 3.67% | 3.31% | 7 | +119,772 | 15.73% | Q1 2026 | Apr 08, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 733,336 | 37,092 | 3.09% | 3.28% | 8 | -36,301 | -4.72% | Q1 2026 | Apr 13, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 559,951 | 28,322 | 14.64% | 14.12% | 9 | +39,933 | 7.68% | Q1 2026 | Apr 21, 2026 |
| Marquette Asset Management, LLC | History | Added to | 525,433 | 26,576 | 3.97% | 3.88% | 10 | +8,583 | 1.66% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Reduced | 516,536 | 26,127 | 0.69% | 0.82% | 11 | -46,095 | -8.19% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 482,124 | 24,385 | 0.01% | 0.01% | 12 | +113,026 | 30.62% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 464,463 | 23,492 | 0.11% | 0.1% | 13 | +66,473 | 16.7% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | New | 458,615 | 23,196 | 0.0% | — | 14 | +458,615 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 451,585 | 22,841 | 0.17% | 0.17% | 15 | +27,171 | 6.4% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 392,069 | 19,830 | 1.4% | 1.54% | 16 | +175,527 | 81.06% | Q1 2026 | May 15, 2026 |
| MOTCO | History | Added to | 372,958 | 18,864 | 1.75% | 1.62% | 17 | +20,686 | 5.87% | Q1 2026 | Apr 22, 2026 |
| ERn Financial, LLC | History | Added to | 334,129 | 16,900 | 3.18% | 3.01% | 18 | +18,823 | 5.97% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 307,627 | 15,559 | 0.01% | 0.01% | 19 | +64,217 | 26.38% | Q1 2026 | May 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 292,838 | 14,843 | 1.98% | 1.95% | 20 | +46,742 | 18.99% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 267,057 | 13,507 | 0.02% | 0.02% | 21 | +10,390 | 4.05% | Q1 2026 | Apr 27, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 265,596 | 13,433 | 9.02% | 9.07% | 22 | +13,161 | 5.21% | Q1 2026 | Apr 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 264,785 | 13,392 | 1.48% | 1.37% | 23 | +24,446 | 10.17% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 263,995 | 13,353 | 0.03% | 0.01% | 24 | +208,804 | 378.33% | Q1 2026 | Apr 22, 2026 |
| HORAN Wealth, LLC | History | Added to | 262,376 | 13,274 | 1.26% | 1.71% | 25 | +43,338 | 19.79% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 249,515 | 12,627 | 0.02% | 0.02% | 26 | +2,342 | 0.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 234,309 | 11,851 | 0.0% | 0.0% | 27 | +24,982 | 11.93% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 231,971 | 11,733 | 1.05% | 0.97% | 28 | +22,076 | 10.52% | Q1 2026 | Apr 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 221,223 | 11,189 | 1.24% | 1.18% | 29 | +11,715 | 5.59% | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | Added to | 220,010 | 11,143 | 0.17% | 0.2% | 30 | +24,843 | 12.73% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 211,904 | 10,718 | 0.0% | 0.0% | 31 | +184,154 | 663.62% | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 210,516 | 10,647 | 1.17% | 1.05% | 32 | +19,742 | 10.35% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 210,425 | 10,643 | 0.0% | 0.0% | 33 | -8,887 | -4.05% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 206,471 | 10,443 | 0.08% | 0.08% | 34 | +67,271 | 48.33% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 202,823 | 10,311 | 0.48% | 0.48% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Winter & Associates, Inc. | History | Added to | 198,454 | 10,043 | 8.79% | 6.22% | 36 | +66,016 | 49.85% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 193,011 | 9,762 | 0.1% | 0.08% | 37 | +60,573 | 45.74% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 191,605 | 9,691 | 0.12% | 0.1% | 38 | +57,628 | 43.01% | Q1 2026 | May 15, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 189,516 | 9,585 | 3.47% | 3.17% | 39 | +8,215 | 4.53% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 185,906 | 9,403 | 0.57% | 0.59% | 40 | +1,061 | 0.57% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 180,424 | 9,125 | 0.05% | 0.01% | 41 | +130,578 | 261.96% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 178,774 | 9,042 | 4.44% | 4.03% | 42 | +19,915 | 12.54% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 155,654 | 7,872 | 0.0% | 0.0% | 43 | -11,269 | -6.75% | Q1 2026 | May 04, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 153,409 | 7,759 | 2.71% | 2.74% | 44 | +4,608 | 3.1% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 151,109 | 7,650 | 0.02% | 0.02% | 45 | -138,206 | -47.77% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 149,974 | 7,586 | 0.02% | 0.01% | 46 | +82,111 | 121.0% | Q1 2026 | Apr 30, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 131,303 | 6,641 | 3.34% | 3.22% | 47 | +6,815 | 5.47% | Q1 2026 | Apr 16, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 128,389 | 6,493 | 0.74% | 0.75% | 48 | -10 | -0.01% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 122,836 | 6,213 | 0.02% | 0.02% | 49 | -7,221 | -5.55% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 122,240 | 6,182 | 0.35% | 0.29% | 50 | +73,540 | 151.01% | Q1 2026 | Apr 22, 2026 |
| REDW Wealth LLC | History | Added to | 120,685 | 6,104 | 2.43% | 1.23% | 51 | +57,389 | 90.67% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 116,857 | 5,914 | 0.06% | 0.08% | 52 | -32,245 | -21.63% | Q1 2026 | Apr 07, 2026 |
| Darrow Company, Inc. | History | Added to | 113,884 | 5,760 | 2.59% | 2.29% | 53 | +13,441 | 13.38% | Q1 2026 | Apr 20, 2026 |
| Bensler, LLC | History | Reduced | 113,831 | 5,757 | 0.59% | 0.79% | 54 | -40,677 | -26.33% | Q1 2026 | May 01, 2026 |
| Clarity Asset Management, Inc. | History | New | 111,951 | 5,662 | 2.87% | — | 55 | +111,951 | New | Q1 2026 | May 04, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 111,574 | 5,643 | 2.64% | 2.54% | 56 | +7,427 | 7.13% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | New | 109,303 | 5,528 | 0.0% | — | 57 | +109,303 | New | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 95,200 | 4,815 | 0.15% | 0.01% | 58 | +86,565 | 1002.49% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 86,845 | 4,392 | 0.06% | 0.06% | 59 | +83 | 0.1% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 84,837 | 4,291 | 0.22% | 0.21% | 60 | +5,547 | 7.0% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 76,289 | 3,878 | 0.02% | 0.02% | 61 | +28,990 | 61.29% | Q1 2026 | May 15, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 74,639 | 3,775 | 0.66% | — | 62 | +74,639 | New | Q1 2026 | May 11, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 71,085 | 3,601 | 0.95% | 0.68% | 63 | +23,966 | 50.86% | Q1 2026 | Apr 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 63,874 | 3,230 | 0.04% | 0.04% | 64 | +6,616 | 11.55% | Q1 2026 | May 01, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 61,591 | 3,115 | 1.34% | 1.44% | 65 | -661 | -1.06% | Q1 2026 | Apr 08, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 59,038 | 2,986 | 0.48% | 0.33% | 66 | +23,446 | 65.87% | Q1 2026 | Apr 30, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 57,456 | 2,906 | 1.03% | 1.11% | 67 | -4,066 | -6.61% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 57,229 | 2,894 | 0.0% | 0.0% | 68 | +35,427 | 162.49% | Q1 2026 | May 15, 2026 |
| Trademark Financial Management, LLC | History | Added to | 54,566 | 2,759 | 1.35% | 1.15% | 69 | +13,513 | 32.92% | Q1 2026 | Apr 27, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 51,908 | 2,625 | 0.87% | 0.64% | 70 | +14,294 | 38.0% | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 45,670 | 2,310 | 0.0% | 0.0% | 71 | +8,592 | 23.17% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 44,080 | 2,229 | 0.03% | 0.03% | 72 | -412 | -0.93% | Q1 2026 | Apr 23, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 38,715 | 1,958 | 0.33% | 0.33% | 73 | -2,154 | -5.27% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,401 | 1,487 | 0.01% | 0.01% | 74 | +1,714 | 6.19% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,105 | 1,472 | 0.03% | 0.02% | 75 | +2,469 | 9.27% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Reduced | 27,215 | 1,376 | 0.0% | 0.0% | 76 | -4,886 | -15.22% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 26,943 | 1,362 | 0.02% | 0.02% | 77 | -4,554 | -14.46% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 26,543 | 1,342 | 0.06% | 0.05% | 78 | +5,199 | 24.36% | Q1 2026 | Apr 28, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 26,082 | 1,319 | 0.7% | 0.59% | 79 | +5,139 | 24.54% | Q1 2026 | Apr 24, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 24,926 | 1,260 | 0.09% | 0.08% | 80 | +679 | 2.8% | Q1 2026 | Apr 20, 2026 |
| Stratos Investment Management, LLC | History | Added to | 24,461 | 1,237 | 0.05% | 0.05% | 81 | +2,218 | 9.97% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,330 | 1,230 | 0.02% | 0.02% | 82 | +1,154 | 4.98% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 24,019 | 1,214 | 0.03% | 0.03% | 83 | +889 | 3.84% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 23,206 | 1,179 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 22,750 | 1,150 | 0.01% | 0.01% | 85 | -9,420 | -29.28% | Q1 2026 | May 13, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 22,551 | 1,140 | 0.58% | 0.6% | 86 | +2,700 | 13.6% | Q1 2026 | May 14, 2026 |
| Miller Financial Services LLC | History | Added to | 22,170 | 1,121 | 1.23% | 0.4% | 87 | +15,385 | 226.75% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,696 | 996 | 0.0% | 0.0% | 88 | +15,866 | 414.26% | Q1 2026 | May 01, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 18,480 | 934 | 0.07% | 0.06% | 89 | +3,781 | 25.72% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,866 | 903 | 0.01% | 0.01% | 90 | +5,461 | 44.02% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,146 | 867 | 0.0% | 0.0% | 91 | -3,801 | -18.15% | Q1 2026 | May 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 16,373 | 828 | 0.1% | 0.14% | 92 | -3,191 | -16.31% | Q1 2026 | Apr 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 14,876 | 752 | 0.09% | 0.13% | 93 | -6,599 | -30.73% | Q1 2026 | May 05, 2026 |
| SWMG, LLC | History | Reduced | 13,599 | 687 | 0.2% | 0.2% | 94 | -738 | -5.15% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Reduced | 13,232 | 669 | 0.0% | 0.0% | 95 | -466 | -3.4% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 13,065 | 661 | 0.0% | 0.0% | 96 | +4,645 | 55.17% | Q1 2026 | May 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 11,629 | 588 | 0.33% | — | 97 | +11,629 | New | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 11,374 | 575 | 0.0% | — | 98 | +11,374 | New | Q1 2026 | May 14, 2026 |
| Intrua Financial, LLC | History | Added to | 11,270 | 570 | 0.06% | 0.05% | 99 | +1,617 | 16.75% | Q1 2026 | Apr 23, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 11,269 | 569 | 0.38% | 0.33% | 100 | +1,706 | 17.84% | Q1 2026 | Apr 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 9,999 | 506 | 0.02% | — | 101 | +9,999 | New | Q1 2026 | May 18, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 9,612 | 486 | 0.02% | 0.02% | 102 | -107 | -1.1% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,529 | 431 | 0.0% | 0.0% | 103 | +1,149 | 15.57% | Q1 2026 | May 11, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 7,807 | 394 | 0.04% | 0.04% | 104 | +328 | 4.39% | Q1 2026 | Apr 10, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 7,772 | 393 | 0.16% | 0.14% | 105 | +1,143 | 17.24% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,722 | 390 | 0.01% | 0.01% | 106 | -2,107 | -21.44% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7,124 | 360 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,053 | 356 | 0.01% | 0.01% | 108 | +33 | 0.47% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,690 | 338 | 0.0% | 0.0% | 110 | -485 | -6.76% | Q1 2026 | May 05, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 6,692 | 338 | 0.17% | 0.18% | 109 | -243 | -3.5% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,297 | 318 | 0.0% | 0.0% | 111 | +50 | 0.8% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 6,283 | 317 | 0.02% | 0.02% | 112 | +7 | 0.11% | Q1 2026 | Apr 30, 2026 |
| OneAscent Family Office, LLC | History | Added to | 5,969 | 301 | 0.21% | 0.16% | 113 | +1,353 | 29.31% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 5,945 | 300 | 0.0% | 0.0% | 114 | +2,168 | 57.4% | Q1 2026 | May 15, 2026 |
| Sonoma Allocations LLC | History | Reduced | 5,697 | 288 | 0.1% | 0.15% | 115 | -2,899 | -33.72% | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | New | 5,477 | 277 | 0.0% | — | 116 | +5,477 | New | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 5,286 | 267 | 0.04% | 0.37% | 117 | -43,343 | -89.13% | Q1 2026 | Apr 21, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 5,013 | 253 | 0.21% | 0.29% | 119 | -1,266 | -20.16% | Q1 2026 | May 05, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 5,004 | 253 | 0.08% | 0.08% | 118 | +180 | 3.73% | Q1 2026 | Apr 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 4,916 | 248 | 0.0% | — | 120 | +4,916 | New | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | New | 4,699 | 237 | 0.02% | — | 121 | +4,699 | New | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,396 | 222 | 0.0% | 0.0% | 122 | -21,619 | -83.1% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | New | 4,318 | 218 | 0.0% | — | 123 | +4,318 | New | Q1 2026 | Apr 17, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 4,285 | 216 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| American Trust | History | Reduced | 3,999 | 202 | 0.02% | 0.02% | 125 | -58 | -1.43% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,602 | 131 | 0.0% | 0.0% | 126 | +2,361 | 979.67% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | No change | 2,466 | 124 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 697 | 35 | 0.0% | 0.01% | 128 | -757 | -52.06% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 644 | 32 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 590 | 29 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 548 | 27 | 0.0% | — | 131 | +548 | New | Q1 2026 | May 19, 2026 |
| Allworth Financial LP | History | New | 394 | 19 | 0.0% | — | 132 | +394 | New | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 337 | 17 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 189 | 9 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 166 | 8 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 147 | 7 | 0.0% | 0.0% | 136 | -35 | -19.23% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 113 | 5 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 55 | 2 | 0.0% | 0.0% | 138 | -93 | -62.84% | Q1 2026 | Apr 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 50 | 2 | 0.0% | — | 139 | +50 | New | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 36 | 1 | 0.0% | 0.0% | 140 | +8 | 28.57% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,827 | -100.0% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,743 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,088 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |