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 | No change | 5,530,366 | 279,947 | 0.16% | 0.16% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 2,960,883 | 149,879 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 2,939,884 | 148,816 | 0.91% | 0.91% | 3 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Go Invest LLC | History | No change | 2,341,147 | 118,508 | 27.85% | 27.85% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 1,785,374 | 90,375 | 6.22% | 6.22% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,740,024 | 88,080 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 1,731,326 | 86,358 | 6.37% | 3.56% | 7 | +804,125 | 86.73% | Q3 2026 | Oct 01, 2026 |
| LPL Financial LLC | History | No change | 1,594,959 | 80,736 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 900,711 | 45,594 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 790,733 | 40,026 | 2.93% | 2.93% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 699,421 | 35,404 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 587,296 | 29,728 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 578,799 | 29,298 | 13.68% | 13.68% | 13 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 550,446 | 27,863 | 3.58% | 3.58% | 14 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Analysts, LLC | History | No change | 516,643 | 26,152 | 0.6% | 0.6% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 474,980 | 24,043 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 464,325 | 23,504 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KINTRA WEALTH, LLC | History | No change | 424,283 | 21,413 | 1.12% | 1.12% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | No change | 379,986 | 19,234 | 1.65% | 1.65% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Winter & Associates, Inc. | History | No change | 355,616 | 18,001 | 13.53% | 13.53% | 20 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ERn Financial, LLC | History | No change | 349,663 | 17,699 | 2.93% | 2.93% | 21 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 343,042 | 17,364 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 340,457 | 17,233 | 0.15% | 0.15% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 302,568 | 15,250 | 1.92% | 1.92% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| StoryOne LLC | History | No change | 277,676 | 14,055 | 6.64% | 6.64% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 276,282 | 13,985 | 1.38% | 1.38% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 270,638 | 13,700 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Certified Advisory Corp | History | No change | 269,658 | 13,650 | 1.1% | 1.1% | 28 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HORAN Wealth, LLC | History | No change | 264,769 | 13,402 | 1.68% | 1.68% | 29 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Kirkwood Financial Services | History | No change | 258,893 | 13,117 | 3.75% | 3.75% | 30 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Apella Capital, LLC | History | No change | 242,085 | 12,254 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 264,245 | 12,221 | 9.16% | 9.16% | 32 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 221,722 | 11,223 | 1.1% | 1.1% | 33 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 220,708 | 11,172 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 218,055 | 11,043 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 217,002 | 10,937 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 214,983 | 10,882 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 214,309 | 10,848 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Summit Financial, LLC | History | No change | 193,690 | 9,804 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 182,660 | 9,246 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 182,656 | 9,246 | 3.02% | 3.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 180,560 | 9,139 | 4.26% | 4.26% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 171,901 | 8,701 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 167,766 | 8,492 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 159,757 | 8,086 | 2.37% | 2.37% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REDW Wealth LLC | History | No change | 157,490 | 7,972 | 2.86% | 2.86% | 46 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 147,246 | 7,453 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smith Thornton Advisors LLC | History | No change | 141,546 | 7,129 | 3.14% | 3.14% | 48 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Trademark Financial Management, LLC | History | No change | 131,815 | 6,672 | 2.73% | 2.73% | 49 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 124,518 | 6,303 | 0.61% | 0.61% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cetera Investment Advisers | History | No change | 120,467 | 6,098 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 119,864 | 6,067 | 2.46% | 2.46% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 119,596 | 6,053 | 0.24% | 0.24% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 119,371 | 6,042 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darrow Company, Inc. | History | No change | 118,115 | 5,979 | 2.32% | 2.32% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clarity Asset Management, Inc. | History | No change | 117,432 | 5,944 | 2.91% | 2.91% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 102,500 | 5,188 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bensler, LLC | History | No change | 101,114 | 5,118 | 0.45% | 0.45% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 98,438 | 4,982 | 1.22% | 1.22% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 97,634 | 4,942 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 97,535 | 4,937 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 94,788 | 4,798 | 0.23% | 0.23% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allen Capital Group, LLC | History | No change | 90,048 | 4,558 | 0.37% | 0.37% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 85,198 | 4,312 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Valmark Advisers, Inc. | History | No change | 84,062 | 4,255 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 75,586 | 3,826 | 0.54% | 0.54% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Madison Wealth Partners, Inc | History | No change | 67,190 | 3,401 | 0.43% | 0.43% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,445 | 3,363 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 66,235 | 3,352 | 0.34% | 0.34% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OneAscent Wealth Management LLC | History | No change | 64,761 | 3,278 | 0.98% | 0.98% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 63,142 | 3,196 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 54,969 | 2,782 | 0.87% | 0.87% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Wealth Management, LLC | History | No change | 47,911 | 2,425 | 1.11% | 1.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 47,903 | 2,424 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OPPENHEIMER & CO INC | History | No change | 45,394 | 2,297 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 41,524 | 2,101 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 41,351 | 2,093 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 41,897 | 2,006 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 39,393 | 1,994 | 0.73% | 0.73% | 79 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Elk River Wealth Management LLC | History | No change | 35,135 | 1,778 | 0.28% | 0.28% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 34,466 | 1,744 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31,361 | 1,587 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 29,779 | 1,507 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Miller Financial Services LLC | History | No change | 29,301 | 1,483 | 1.19% | 1.19% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 28,879 | 1,461 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wall Street Financial Group, Inc. | History | No change | 28,823 | 1,459 | 0.78% | 0.78% | 86 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Investment Management, LLC | History | No change | 27,780 | 1,406 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 25,947 | 1,313 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Axis Wealth Partners, LLC | History | No change | 25,568 | 1,294 | 0.62% | 0.62% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Maridea Wealth Management LLC | History | No change | 24,127 | 1,221 | 0.13% | 0.13% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 23,379 | 1,183 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | No change | 20,581 | 1,041 | 0.88% | 0.88% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mariner, LLC | History | No change | 19,510 | 987 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 18,868 | 955 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 18,555 | 939 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 18,488 | 935 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 18,394 | 931 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 18,268 | 924 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 18,158 | 919 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 17,922 | 907 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | No change | 15,525 | 785 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SWMG, LLC | History | No change | 13,392 | 675 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,941 | 604 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 11,838 | 599 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 11,549 | 584 | 0.39% | 0.39% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 11,514 | 582 | 0.33% | 0.33% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,251 | 569 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,496 | 430 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 8,467 | 429 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 8,370 | 423 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Guidance Group, Inc. | History | No change | 7,772 | 393 | 0.15% | 0.15% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 7,734 | 391 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Family Office, LLC | History | No change | 7,509 | 380 | 0.19% | 0.19% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integras Partners LLC | History | No change | 7,488 | 379 | 0.21% | 0.21% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7,124 | 360 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 7,099 | 359 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 6,768 | 342 | 0.16% | 0.16% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 6,466 | 327 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 5,998 | 303 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 5,965 | 301 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 5,812 | 294 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,710 | 289 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 5,397 | 273 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 4,905 | 248 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 4,810 | 243 | 0.14% | 0.14% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 4,729 | 235 | 0.06% | — | 126 | +4,729 | New | Q3 2026 | Oct 02, 2026 |
| Intrua Financial, LLC | History | No change | 4,623 | 234 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Investment Management, LLC | History | No change | 4,593 | 232 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 4,571 | 231 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 4,285 | 216 | 0.16% | 0.16% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hilltop Holdings Inc. | History | No change | 4,022 | 203 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Trust | History | No change | 3,987 | 201 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 800 | 40 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 697 | 35 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 435 | 22 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 422 | 21 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBH Bank | History | No change | 428 | 21 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 394 | 19 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 391 | 19 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 367 | 18 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 337 | 17 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | No change | 262 | 13 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 205 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 189 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 166 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 126 | 6 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 94 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 52 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Versant Capital Management, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |