ETFis Series Trust I - UTES
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 1,198,948 | 98,002 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 869,363 | 71,061 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 623,863 | 50,995 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 553,864 | 45,273 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 336,470 | 27,503 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 323,008 | 26,403 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 311,230 | 25,440 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 283,874 | 23,203 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 279,789 | 22,869 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 268,039 | 18,810 | 0.86% | 0.9% | 10 | +44,056 | 19.67% | Q3 2026 | Oct 28, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 202,713 | 16,569 | 0.31% | 0.31% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 190,124 | 15,540 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 164,361 | 13,434 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 150,787 | 12,325 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 149,412 | 12,212 | 0.11% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 173,284 | 12,161 | 0.02% | 0.02% | 16 | -11,889 | -6.42% | Q3 2026 | Nov 02, 2026 |
| XP Advisory US, Inc. | History | No change | 139,273 | 11,384 | 6.24% | 6.24% | 17 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 133,566 | 10,917 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 153,075 | 10,743 | 0.02% | 0.03% | 19 | -10,444 | -6.39% | Q3 2026 | Nov 02, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 137,727 | 10,269 | 2.17% | 2.28% | 20 | +1,999 | 1.47% | Q3 2026 | Oct 21, 2026 |
| Ted Buchan & Co | History | Added to | 136,387 | 9,571 | 3.16% | 3.62% | 21 | +1,175 | 0.87% | Q3 2026 | Oct 23, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 133,668 | 9,380 | 0.89% | 0.97% | 22 | +11,237 | 9.18% | Q3 2026 | Nov 02, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 114,582 | 9,365 | 1.67% | 1.67% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 111,100 | 9,081 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 103,391 | 8,227 | 0.51% | 0.51% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 91,200 | 7,455 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Members Advisory Group LLC | History | No change | 87,475 | 7,150 | 2.0% | 2.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Macro Advisors, Inc. | History | No change | 82,502 | 6,743 | 2.15% | 2.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 70,131 | 5,732 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Water Asset Management | History | Reduced | 77,846 | 5,463 | 1.77% | 2.07% | 30 | -511 | -0.65% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 64,153 | 5,356 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 63,301 | 5,174 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONECO ADVISORS, LLC | History | No change | 55,215 | 4,513 | 0.28% | 0.28% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BostonPremier Wealth LLC | History | Added to | 61,328 | 4,303 | 1.76% | 1.98% | 34 | +4,252 | 7.45% | Q3 2026 | Oct 15, 2026 |
| WNY Asset Management, LLC | History | No change | 45,281 | 3,701 | 0.33% | 0.33% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42,662 | 3,487 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 41,445 | 3,387 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 47,816 | 3,355 | 1.03% | 1.18% | 38 | +1,212 | 2.6% | Q3 2026 | Oct 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 40,334 | 3,296 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 39,234 | 3,206 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 45,669 | 3,205 | 0.29% | 0.34% | 41 | +774 | 1.72% | Q3 2026 | Oct 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 45,572 | 3,198 | 0.14% | 0.14% | 42 | +11,487 | 33.7% | Q3 2026 | Oct 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 38,930 | 3,182 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 37,154 | 3,036 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 43,076 | 3,023 | 0.15% | 0.4% | 45 | -42,022 | -49.38% | Q3 2026 | Oct 21, 2026 |
| PFG Investments, LLC | History | No change | 36,182 | 2,957 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Private Advisor Group, LLC | History | No change | 35,262 | 2,882 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family Legacy, Inc. | History | Added to | 40,679 | 2,854 | 0.79% | 0.85% | 48 | +1,777 | 4.57% | Q3 2026 | Oct 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 33,761 | 2,759 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 32,867 | 2,686 | 0.17% | 0.17% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 31,690 | 2,590 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 31,300 | 2,558 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 30,513 | 2,494 | 0.42% | 0.42% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 30,426 | 2,487 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 26,955 | 2,203 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 31,021 | 2,177 | 0.16% | 0.16% | 56 | -318 | -1.01% | Q3 2026 | Oct 28, 2026 |
| Advisory Resource Group | History | Added to | 30,888 | 2,167 | 0.31% | 0.32% | 57 | +4,555 | 17.3% | Q3 2026 | Oct 26, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 29,485 | 2,069 | 0.94% | 1.01% | 58 | +2,478 | 9.18% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 24,667 | 2,016 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Freedom, LLC | History | No change | 23,634 | 1,931 | 0.89% | 0.89% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 22,230 | 1,817 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 21,911 | 1,791 | 0.82% | 0.82% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,169 | 1,766 | 0.07% | 0.09% | 63 | -2,003 | -7.37% | Q3 2026 | Oct 23, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 24,832 | 1,742 | 0.32% | 2.56% | 64 | -141,009 | -85.03% | Q3 2026 | Oct 20, 2026 |
| Y.D. More Investments Ltd | History | New | 24,772 | 1,738 | 0.05% | — | 65 | +24,772 | New | Q3 2026 | Nov 02, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 19,242 | 1,581 | 0.8% | 0.8% | 66 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Prospera Financial Services Inc | History | Reduced | 19,660 | 1,506 | 0.02% | 0.03% | 67 | -3,215 | -14.05% | Q3 2026 | Nov 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 20,990 | 1,473 | 0.36% | 0.36% | 68 | +2,929 | 16.22% | Q3 2026 | Oct 19, 2026 |
| Hilltop Holdings Inc. | History | No change | 17,841 | 1,458 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 16,899 | 1,381 | 0.36% | 0.36% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 16,546 | 1,352 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 16,415 | 1,341 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HEFFERNAN ADVISORY, INC | History | Reduced | 19,101 | 1,340 | 0.9% | 1.31% | 73 | -45 | -0.24% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 16,942 | 1,188 | 0.0% | 0.01% | 74 | -3,725 | -18.02% | Q3 2026 | Nov 02, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 14,521 | 1,186 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 14,053 | 1,148 | 0.22% | 0.22% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 14,013 | 1,145 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,367 | 1,092 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 15,459 | 1,085 | 0.01% | 0.01% | 79 | +3,552 | 29.83% | Q3 2026 | Oct 26, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,013 | 1,063 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 14,215 | 997 | 0.03% | 0.03% | 81 | -322 | -2.22% | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | Added to | 13,967 | 980 | 0.04% | 0.04% | 82 | +2,209 | 18.79% | Q3 2026 | Nov 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,677 | 954 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Planning Strategies Inc. | History | Reduced | 12,811 | 899 | 0.53% | 0.66% | 84 | -70 | -0.54% | Q3 2026 | Oct 02, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 10,707 | 875 | 0.24% | 0.24% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 10,636 | 869 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 12,346 | 866 | 0.89% | 1.14% | 87 | -406 | -3.18% | Q3 2026 | Nov 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 10,555 | 862 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 10,347 | 845 | 0.09% | 0.09% | 89 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,617 | 815 | 0.01% | 0.0% | 90 | +5,594 | 92.88% | Q3 2026 | Oct 16, 2026 |
| Nova Wealth Management, Inc. | History | No change | 9,699 | 792 | 0.44% | 0.44% | 91 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 9,677 | 790 | 0.25% | 0.25% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 9,392 | 767 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 9,356 | 764 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 10,657 | 747 | 0.5% | 0.69% | 95 | -1,619 | -13.19% | Q3 2026 | Oct 07, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 8,469 | 692 | 0.29% | 0.29% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Berger Financial Group, Inc | History | No change | 8,067 | 659 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 8,029 | 656 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 8,019 | 655 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Port Advisors | History | Reduced | 8,829 | 619 | 0.12% | 0.17% | 100 | -2,046 | -18.81% | Q3 2026 | Oct 23, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 8,792 | 617 | 0.14% | 0.15% | 101 | +812 | 10.18% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 8,546 | 599 | 0.04% | 0.05% | 102 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,185 | 574 | 0.0% | 0.01% | 103 | -5,257 | -39.11% | Q3 2026 | Oct 08, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,063 | 565 | 0.04% | 0.04% | 104 | +346 | 4.48% | Q3 2026 | Oct 08, 2026 |
| Collaborative Fund Advisors, LLC | History | Added to | 8,063 | 565 | 0.3% | 0.37% | 105 | +241 | 3.08% | Q3 2026 | Nov 02, 2026 |
| Mutual Advisors, LLC | History | No change | 6,803 | 556 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Red Mountain Financial, LLC | History | Added to | 7,678 | 538 | 0.45% | 0.48% | 107 | +601 | 8.49% | Q3 2026 | Nov 03, 2026 |
| Spire Wealth Management | History | Reduced | 7,475 | 524 | 0.02% | 0.02% | 108 | -1,092 | -12.75% | Q3 2026 | Oct 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 6,825 | 510 | 0.01% | 0.01% | 109 | -2,000 | -22.66% | Q3 2026 | Oct 26, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 7,104 | 498 | 0.46% | 0.51% | 110 | +479 | 7.23% | Q3 2026 | Oct 20, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 5,993 | 489 | 0.12% | 0.12% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,916 | 483 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MORGAN STANLEY | History | No change | 5,856 | 478 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 6,645 | 466 | 0.05% | — | 114 | +6,645 | New | Q3 2026 | Oct 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,616 | 464 | 0.01% | 0.01% | 115 | -1,075 | -13.98% | Q3 2026 | Oct 21, 2026 |
| Redwood Financial Network Corp | History | Added to | 6,466 | 453 | 0.25% | 0.28% | 116 | +286 | 4.63% | Q3 2026 | Nov 03, 2026 |
| Belvedere Trading LLC | History | No change | 5,300 | 433 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | Reduced | 5,956 | 418 | 0.02% | 0.02% | 118 | -1,211 | -16.9% | Q3 2026 | Nov 04, 2026 |
| Corient Private Wealth LP | History | No change | 4,939 | 403 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 5,553 | 389 | 0.01% | 0.01% | 120 | -517 | -8.52% | Q3 2026 | Oct 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,552 | 389 | 0.01% | 0.01% | 121 | -17 | -0.31% | Q3 2026 | Oct 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 4,690 | 383 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 4,673 | 382 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glassman Wealth Services | History | No change | 4,652 | 380 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 4,605 | 376 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| INGALLS & SNYDER LLC | History | No change | 4,421 | 361 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 4,832 | 339 | 0.07% | 0.09% | 127 | -100 | -2.03% | Q3 2026 | Oct 16, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 4,657 | 326 | 0.02% | 0.06% | 128 | -5,853 | -55.69% | Q3 2026 | Oct 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 4,577 | 321 | 0.3% | 0.33% | 129 | +617 | 15.58% | Q3 2026 | Oct 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,543 | 318 | 0.0% | 0.0% | 130 | -478 | -9.52% | Q3 2026 | Oct 30, 2026 |
| Western Wealth Management, LLC | History | No change | 3,560 | 291 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,480 | 284 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Weil Company, Inc. | History | Reduced | 4,044 | 283 | 0.05% | 0.08% | 133 | -1,256 | -23.7% | Q3 2026 | Oct 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,318 | 271 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Secure Asset Management, LLC | History | Added to | 3,814 | 267 | 0.04% | 0.04% | 136 | +350 | 10.1% | Q3 2026 | Oct 19, 2026 |
| Kovack Advisors, Inc. | History | No change | 3,342 | 267 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,765 | 264 | 0.0% | 0.0% | 137 | -73 | -1.9% | Q3 2026 | Oct 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 3,736 | 262 | 0.05% | 0.06% | 138 | -122 | -3.16% | Q3 2026 | Oct 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,044 | 248 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 3,433 | 244 | 1.36% | 1.27% | 140 | -7,471 | -68.52% | Q3 2026 | Nov 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,420 | 240 | 0.0% | 0.0% | 141 | +804 | 30.73% | Q3 2026 | Oct 30, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,882 | 235 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Security Advisor, Inc. | History | New | 3,203 | 224 | 0.04% | — | 143 | +3,203 | New | Q3 2026 | Nov 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,663 | 217 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,608 | 213 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,299 | 193 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,960 | 160 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,876 | 153 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,604 | 131 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,835 | 128 | 0.0% | 0.0% | 150 | -1,543 | -45.68% | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | No change | 1,729 | 121 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Roxbury Financial LLC | History | New | 1,714 | 120 | 0.09% | — | 152 | +1,714 | New | Q3 2026 | Oct 01, 2026 |
| Capital Analysts, LLC | History | No change | 1,336 | 109 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,500 | 105 | 0.01% | 0.01% | 154 | -445 | -22.88% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Added to | 1,268 | 88 | 0.0% | 0.0% | 155 | +639 | 101.59% | Q3 2026 | Oct 16, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 811 | 66 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| GK Wealth Management LLC | History | New | 832 | 58 | 0.03% | — | 157 | +832 | New | Q3 2026 | Oct 09, 2026 |
| Latitude Advisors, LLC | History | New | 773 | 54 | 0.02% | — | 158 | +773 | New | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 510 | 41 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 495 | 40 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 375 | 30 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 360 | 25 | 0.01% | — | 163 | +360 | New | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 315 | 25 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 225 | 18 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McCarley & Cook Financial Planners | History | No change | 234 | 16 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 132 | 9 | 0.0% | 0.14% | 166 | -3,515 | -96.38% | Q3 2026 | Oct 26, 2026 |
| BFC Planning, Inc. | History | No change | 122 | 9 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Nova Financial LLC | History | New | 125 | 8 | 0.0% | — | 170 | +125 | New | Q3 2026 | Nov 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 121 | 8 | 0.0% | 0.0% | 168 | -108 | -47.16% | Q3 2026 | Nov 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 100 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 100 | 7 | 0.0% | 0.02% | 171 | -3,096 | -96.87% | Q3 2026 | Oct 20, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 100 | 7 | 0.0% | 0.0% | 172 | -50 | -33.33% | Q3 2026 | Oct 19, 2026 |
| Triumph Capital Management | History | No change | 100 | 7 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 85 | 5 | 0.0% | — | 175 | +85 | New | Q3 2026 | Oct 29, 2026 |
| Copia Wealth Management | History | No change | 69 | 5 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SHP Wealth Management | History | No change | 61 | 4 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 46 | 3 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 40 | 2 | 0.0% | 0.01% | 180 | -302 | -88.3% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | No change | 36 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Horizon Investments, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Closed out | 0 | 0 | — | 0.64% | — | -41,395 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Larry Mathis Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -7,659 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Phoenix Wealth Advisors | History | Closed out | 0 | 0 | — | 0.2% | — | -7,154 | -100.0% | Q3 2026 | Nov 02, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.34% | — | -5,580 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,807 | -100.0% | Q3 2026 | Oct 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,787 | -100.0% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,487 | -100.0% | Q3 2026 | Oct 13, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 13 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |