Janus Detroit Street Trust - VNLA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Added to | 8,870,794 | 433,471 | 2.02% | 2.09% | 1 | +956,351 | 12.08% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | Added to | 6,693,399 | 327,072 | 0.02% | 0.02% | 2 | +152,732 | 2.34% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,872,823 | 238,110 | 0.02% | 0.02% | 3 | +372,770 | 8.28% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 4,012,624 | 196,076 | 0.04% | 0.05% | 4 | +325,711 | 8.83% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,934,337 | 143,386 | 0.02% | 0.03% | 5 | +72,668 | 2.54% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,173,203 | 106,193 | 0.03% | 0.03% | 6 | +31,298 | 1.46% | Q2 2026 | Aug 14, 2026 |
| Kensington Asset Management, LLC | History | Added to | 2,028,176 | 99,106 | 5.4% | 5.03% | 7 | +136,679 | 7.23% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,352,974 | 66,119 | 1.35% | 1.5% | 8 | +32,022 | 2.42% | Q2 2026 | Aug 06, 2026 |
| Bluespring Wealth Management, LLC | History | New | 1,317,087 | 64,359 | 1.24% | — | 9 | +1,317,087 | New | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,163,049 | 56,832 | 0.26% | 0.32% | 10 | -237,791 | -16.97% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 694,400 | 33,932 | 0.01% | 0.01% | 11 | +10,074 | 1.47% | Q2 2026 | Aug 14, 2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO | History | No change | 686,991 | 33,596 | 4.85% | 5.41% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 669,210 | 32,700 | 3.07% | 3.47% | 13 | +25,866 | 4.02% | Q2 2026 | Aug 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 655,300 | 32,021 | 4.88% | 4.85% | 14 | +69,707 | 11.9% | Q2 2026 | Jul 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 596,197 | 29,133 | 0.07% | 0.07% | 15 | +15,641 | 2.69% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 584,979 | 28,589 | 0.03% | 0.03% | 16 | +128,866 | 28.25% | Q2 2026 | Aug 14, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 545,365 | 26,754 | 5.02% | 5.63% | 17 | +3,144 | 0.58% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 449,357 | 21,957 | 1.1% | 1.22% | 18 | +3,089 | 0.69% | Q2 2026 | Jul 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 432,861 | 21,151 | 0.33% | 0.34% | 19 | +51,872 | 13.62% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 379,297 | 18,534 | 1.94% | 2.3% | 20 | -1,107 | -0.29% | Q2 2026 | Jul 30, 2026 |
| Financial Enhancement Group LLC | History | Added to | 371,700 | 18,163 | 2.17% | 2.2% | 21 | +9,304 | 2.57% | Q2 2026 | Jul 07, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 352,633 | 17,231 | 7.28% | 7.29% | 22 | +9,411 | 2.74% | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | Reduced | 343,952 | 16,807 | 3.78% | 4.39% | 23 | -676 | -0.2% | Q2 2026 | Jul 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 308,676 | 15,083 | 0.15% | 0.06% | 24 | +193,052 | 166.97% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | Added to | 305,170 | 14,945 | 1.11% | 1.04% | 25 | +34,206 | 12.62% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 302,199 | 14,766 | 0.02% | 0.02% | 26 | +65,157 | 27.49% | Q2 2026 | Jul 28, 2026 |
| Leelyn Smith, LLC | History | Added to | 301,590 | 14,737 | 1.79% | 2.0% | 27 | +9,224 | 3.15% | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 295,642 | 14,446 | 0.41% | 0.43% | 28 | +16,041 | 5.74% | Q2 2026 | Jul 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 293,830 | 14,358 | 0.01% | 0.0% | 29 | +187,891 | 177.36% | Q2 2026 | Aug 12, 2026 |
| Rise Advisors, LLC | History | Added to | 278,720 | 13,619 | 3.83% | 4.57% | 30 | +13,144 | 4.95% | Q2 2026 | Jul 10, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 269,234 | 13,156 | 0.48% | 0.54% | 31 | +181 | 0.07% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 241,835 | 11,817 | 0.07% | 0.07% | 32 | +50,883 | 26.65% | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 233,710 | 11,420 | 3.61% | 3.56% | 33 | -217,041 | -48.15% | Q2 2026 | Jul 27, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 227,972 | 11,139 | 6.21% | 6.7% | 34 | +12,453 | 5.78% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 225,284 | 11,008 | 0.04% | 0.06% | 35 | -100,451 | -30.84% | Q2 2026 | Jul 28, 2026 |
| Burford Brothers, Inc. | History | Reduced | 224,695 | 10,979 | 4.03% | 4.65% | 36 | -7,177 | -3.1% | Q2 2026 | Jul 28, 2026 |
| Vigilare Wealth Management | History | Added to | 220,321 | 10,765 | 3.3% | 2.23% | 37 | +85,082 | 62.91% | Q2 2026 | Jul 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 207,321 | 10,130 | 0.63% | 0.73% | 38 | -2,863 | -1.36% | Q2 2026 | Aug 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 189,401 | 9,255 | 0.08% | 0.09% | 39 | +8,556 | 4.73% | Q2 2026 | Aug 06, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 163,614 | 7,994 | 1.63% | 1.71% | 40 | +23,839 | 17.06% | Q2 2026 | Jul 20, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 160,783 | 7,856 | 1.2% | 1.25% | 41 | +6,950 | 4.52% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 142,323 | 6,954 | 0.01% | 0.01% | 42 | -2,219 | -1.54% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | New | 140,853 | 6,882 | 0.0% | — | 43 | +140,853 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 134,997 | 6,596 | 0.0% | — | 44 | +134,997 | New | Q2 2026 | Sep 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 129,096 | 6,312 | 0.01% | 0.01% | 45 | +6,897 | 5.64% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | Added to | 121,501 | 5,937 | 0.0% | 0.0% | 46 | +24,862 | 25.73% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 117,609 | 5,746 | 0.39% | 0.36% | 47 | +45,309 | 62.67% | Q2 2026 | Aug 05, 2026 |
| First Financial Group Corp | History | Reduced | 112,906 | 5,517 | 3.99% | 4.59% | 48 | -2,042 | -1.78% | Q2 2026 | Jul 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 112,149 | 5,480 | 0.09% | 0.01% | 49 | +103,551 | 1204.36% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 111,940 | 5,469 | 0.5% | 0.58% | 50 | +2,922 | 2.68% | Q2 2026 | Jul 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 101,758 | 4,972 | 0.0% | 0.0% | 51 | +15,479 | 17.94% | Q2 2026 | Aug 05, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 99,359 | 4,855 | 1.3% | 1.51% | 52 | -3,882 | -3.76% | Q2 2026 | Jul 16, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Added to | 96,144 | 4,698 | 4.61% | 4.46% | 53 | +7,505 | 8.47% | Q2 2026 | Jul 21, 2026 |
| Boomfish Wealth Group, LLC | History | Reduced | 93,435 | 4,565 | 2.08% | 2.52% | 54 | -3,239 | -3.35% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 90,623 | 4,428 | 0.06% | 0.07% | 55 | +1,673 | 1.88% | Q2 2026 | Aug 05, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 87,175 | 4,259 | 0.4% | 0.36% | 56 | +22,399 | 34.58% | Q2 2026 | Jul 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 85,218 | 4,180 | 0.15% | 0.17% | 57 | -3,085 | -3.49% | Q2 2026 | Jul 13, 2026 |
| Hershey Financial Advisers, LLC | History | New | 85,288 | 4,167 | 2.99% | — | 58 | +85,288 | New | Q2 2026 | Aug 11, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 84,790 | 4,143 | 2.28% | 2.92% | 59 | -8,124 | -8.74% | Q2 2026 | Jul 21, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 83,657 | 4,087 | 1.09% | 1.3% | 60 | +3,574 | 4.46% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 79,599 | 3,889 | 0.0% | 0.0% | 61 | -19,461 | -19.65% | Q2 2026 | Sep 23, 2026 |
| &PARTNERS | History | Added to | 76,830 | 3,801 | 0.02% | 0.02% | 62 | +2,732 | 3.69% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 76,636 | 3,744 | 0.02% | 0.01% | 63 | +23,966 | 45.5% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 76,451 | 3,736 | 0.01% | 0.01% | 64 | -4,984 | -6.12% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 74,386 | 3,634 | 0.02% | 0.03% | 65 | -501 | -0.67% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 74,010 | 3,616 | 0.07% | 0.05% | 66 | +47,358 | 177.69% | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 72,445 | 3,540 | 1.01% | — | 67 | +72,445 | New | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | Added to | 72,009 | 3,518 | 0.32% | 0.22% | 68 | +24,495 | 51.55% | Q2 2026 | Jul 10, 2026 |
| Bensler, LLC | History | Reduced | 70,663 | 3,452 | 0.31% | 0.39% | 69 | -6,458 | -8.37% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 69,056 | 3,374 | 0.03% | 0.04% | 70 | +1,741 | 2.59% | Q2 2026 | Jul 27, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 67,641 | 3,305 | 0.91% | 0.87% | 71 | -2,750 | -3.91% | Q2 2026 | Aug 03, 2026 |
| Redwood Financial Network Corp | History | Reduced | 66,278 | 3,238 | 1.8% | 2.14% | 72 | -679 | -1.01% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | Reduced | 66,184 | 3,234 | 0.0% | 0.0% | 73 | -13,790 | -17.24% | Q2 2026 | Aug 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 66,150 | 3,232 | 0.15% | 0.15% | 74 | +734 | 1.12% | Q2 2026 | Jul 24, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 64,464 | 3,150 | 0.3% | 0.34% | 75 | +324 | 0.51% | Q2 2026 | Jul 22, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 63,974 | 3,126 | 0.59% | 0.56% | 76 | +8,871 | 16.1% | Q2 2026 | Jul 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 61,165 | 2,988 | 0.05% | 0.08% | 77 | +15,186 | 33.03% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 60,702 | 2,966 | 0.01% | 0.01% | 78 | +12,401 | 25.67% | Q2 2026 | Aug 07, 2026 |
| BLUE JEAN FINANCIAL LLC | History | Added to | 59,184 | 2,892 | 2.01% | 2.07% | 79 | +7,760 | 15.09% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,738 | 2,821 | 0.02% | 0.02% | 80 | +8,451 | 17.15% | Q2 2026 | Jul 17, 2026 |
| Cottage Street Advisors LLC | History | Added to | 56,186 | 2,745 | 1.06% | 1.09% | 81 | +4,468 | 8.64% | Q2 2026 | Jul 20, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 55,881 | 2,730 | 0.32% | 0.34% | 82 | -1,880 | -3.25% | Q2 2026 | Jul 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 55,509 | 2,723 | 0.66% | 0.61% | 83 | +11,860 | 27.17% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 54,278 | 2,662 | 0.08% | 0.09% | 84 | +629 | 1.17% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | New | 54,063 | 2,641 | 0.04% | — | 85 | +54,063 | New | Q2 2026 | Aug 06, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 53,628 | 2,620 | 0.36% | 0.42% | 86 | -3,968 | -6.89% | Q2 2026 | Jul 09, 2026 |
| CLG LLC | History | Added to | 53,253 | 2,602 | 0.57% | 0.58% | 87 | +5,407 | 11.3% | Q2 2026 | Jul 16, 2026 |
| Betterment LLC | History | Added to | 52,357 | 2,559 | 0.0% | 0.0% | 88 | +9,406 | 21.9% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 52,215 | 2,551 | 0.59% | 0.85% | 89 | -13,902 | -21.03% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 50,377 | 2,461 | 0.6% | 0.3% | 90 | +24,154 | 92.11% | Q2 2026 | Jul 28, 2026 |
| Unified Investment Management | History | Added to | 48,989 | 2,393 | 2.21% | 2.44% | 91 | +37 | 0.08% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 48,322 | 2,361 | 0.03% | 0.04% | 92 | -6,083 | -11.18% | Q2 2026 | Jul 22, 2026 |
| Spectrum Advisors, Inc. | History | Reduced | 45,379 | 2,217 | 1.57% | 2.05% | 93 | -7,765 | -14.61% | Q2 2026 | Oct 07, 2026 |
| VICUS CAPITAL | History | Added to | 45,275 | 2,212 | 0.14% | 0.15% | 94 | +4,377 | 10.7% | Q2 2026 | Aug 05, 2026 |
| Ballew Advisors, Inc | History | Added to | 45,160 | 2,208 | 1.14% | 1.11% | 95 | +5,117 | 12.78% | Q2 2026 | Jul 07, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 42,550 | 2,079 | 1.28% | 1.38% | 96 | +1,957 | 4.82% | Q2 2026 | Jul 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 41,255 | 2,015 | 0.93% | 1.01% | 97 | +678 | 1.67% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 40,592 | 1,983 | 0.03% | 0.03% | 98 | +7,064 | 21.07% | Q2 2026 | Aug 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 40,534 | 1,980 | 0.06% | 0.08% | 99 | -5,066 | -11.11% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 40,273 | 1,967 | 0.0% | 0.0% | 100 | -3,170 | -7.3% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 40,242 | 1,966 | 0.02% | 0.03% | 101 | -7,410 | -15.55% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 35,844 | 1,751 | 0.01% | 0.01% | 102 | +4,918 | 15.9% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 35,109 | 1,715 | 0.02% | 0.02% | 103 | +279 | 0.8% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,974 | 1,709 | 0.0% | 0.01% | 104 | -75,595 | -68.37% | Q2 2026 | Jul 29, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 34,251 | 1,673 | 0.17% | 0.07% | 105 | +20,695 | 152.66% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 33,010 | 1,613 | 0.01% | 0.01% | 106 | +10,140 | 44.34% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 32,626 | 1,594 | 0.05% | 0.05% | 107 | -3,017 | -8.46% | Q2 2026 | Jul 24, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 33,575 | 1,526 | 0.48% | 0.53% | 108 | +235 | 0.7% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 30,287 | 1,486 | 0.0% | 0.0% | 109 | -851 | -2.73% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | Added to | 30,382 | 1,484 | 0.03% | 0.03% | 110 | +7,036 | 30.14% | Q2 2026 | Aug 05, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 29,564 | 1,444 | 0.24% | — | 111 | +29,564 | New | Q2 2026 | Jul 30, 2026 |
| DAGCO, INC. | History | Added to | 29,311 | 1,432 | 0.26% | 0.3% | 112 | +766 | 2.68% | Q2 2026 | Jul 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 28,487 | 1,392 | 0.0% | 0.0% | 113 | -20,304 | -41.61% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 26,310 | 1,285 | 0.02% | 0.02% | 114 | -3,343 | -11.27% | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | History | Reduced | 25,440 | 1,243 | 0.05% | 0.08% | 115 | -11,649 | -31.41% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 24,971 | 1,220 | 0.01% | 0.0% | 116 | +7,666 | 44.3% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 24,910 | 1,217 | 0.0% | 0.0% | 117 | -4,303 | -14.73% | Q2 2026 | Aug 19, 2026 |
| Elevation Advisory Partners LLC | History | Added to | 24,750 | 1,211 | 1.24% | 0.72% | 118 | +9,105 | 58.2% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 23,315 | 1,139 | 0.14% | — | 119 | +23,315 | New | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 23,253 | 1,136 | 0.0% | 0.0% | 120 | -475 | -2.0% | Q2 2026 | Aug 14, 2026 |
| EPG Wealth Management LLC | History | Reduced | 21,729 | 1,061 | 0.25% | 0.29% | 121 | -36 | -0.17% | Q2 2026 | Jul 28, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 21,664 | 1,058 | 0.69% | 0.66% | 122 | +3,405 | 18.65% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 20,459 | 999 | 0.01% | 0.01% | 123 | +303 | 1.5% | Q2 2026 | Jul 24, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 19,578 | 956 | 0.06% | 0.02% | 124 | +13,103 | 202.36% | Q2 2026 | Aug 07, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 19,562 | 955 | 0.07% | 0.09% | 125 | -629 | -3.12% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 19,115 | 934 | 0.03% | 0.01% | 126 | +11,914 | 165.45% | Q2 2026 | Jul 27, 2026 |
| EdgeRock Capital LLC | History | Added to | 18,922 | 924 | 0.21% | 0.15% | 127 | +7,200 | 61.42% | Q2 2026 | Jul 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 18,454 | 901 | 0.0% | 0.0% | 128 | +18,198 | 7108.59% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 18,026 | 880 | 0.01% | 0.01% | 129 | -402 | -2.18% | Q2 2026 | Aug 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,778 | 819 | 0.02% | 0.02% | 130 | +4,323 | 34.71% | Q2 2026 | Jul 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 15,851 | 774 | 0.6% | 0.51% | 131 | +4,005 | 33.81% | Q2 2026 | Jul 24, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 15,623 | 763 | 0.04% | 0.05% | 132 | +106 | 0.68% | Q2 2026 | Jul 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 14,445 | 705 | 0.1% | 0.1% | 133 | -174 | -1.19% | Q2 2026 | Aug 10, 2026 |
| Triton Financial Group Inc | History | Reduced | 13,736 | 671 | 0.39% | 3.52% | 134 | -27,427 | -66.63% | Q2 2026 | Aug 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 13,690 | 669 | 0.07% | 0.08% | 135 | -1,365 | -9.07% | Q2 2026 | Jul 16, 2026 |
| PFG Advisors | History | Reduced | 13,601 | 664 | 0.03% | 0.04% | 136 | -2,923 | -17.69% | Q2 2026 | Jul 16, 2026 |
| Spire Wealth Management | History | Reduced | 13,334 | 651 | 0.02% | 0.02% | 137 | -930 | -6.52% | Q2 2026 | Jul 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 12,961 | 633 | 0.12% | 0.16% | 138 | -2,093 | -13.9% | Q2 2026 | Jul 07, 2026 |
| Financial Solutions Advisory Group, Inc. | History | No change | 12,320 | 602 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 12,319 | 601 | 0.13% | 0.14% | 140 | -313 | -2.48% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,187 | 595 | 0.0% | — | 141 | +12,187 | New | Q2 2026 | Aug 14, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 12,026 | 587 | 0.02% | 0.03% | 142 | -3,052 | -20.24% | Q2 2026 | Aug 05, 2026 |
| PCG Wealth Advisors, LLC | History | New | 11,840 | 578 | 0.13% | — | 143 | +11,840 | New | Q2 2026 | Aug 03, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 11,818 | 577 | 0.15% | 0.17% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rothschild Wealth LLC | History | Reduced | 11,660 | 569 | 0.05% | 0.1% | 145 | -11,457 | -49.56% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | New | 11,155 | 546 | 0.01% | — | 146 | +11,155 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 11,155 | 546 | 0.01% | 0.01% | 147 | -1,057 | -8.66% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,664 | 521 | 0.0% | 0.01% | 148 | -4,076 | -27.65% | Q2 2026 | Sep 08, 2026 |
| Advyzon Investment Management, LLC | History | New | 10,174 | 497 | 0.04% | — | 149 | +10,174 | New | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 10,077 | 492 | 0.26% | 0.34% | 150 | +116 | 1.16% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 9,912 | 484 | 0.01% | 0.01% | 151 | +2,315 | 30.47% | Q2 2026 | Jul 20, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 9,746 | 476 | 0.07% | 0.08% | 152 | +39 | 0.4% | Q2 2026 | Aug 17, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 9,692 | 475 | 0.08% | 0.09% | 153 | -152 | -1.54% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 9,498 | 464 | 0.0% | 0.0% | 154 | +9,464 | 27835.29% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 9,360 | 457 | 0.05% | 0.06% | 155 | -264 | -2.74% | Q2 2026 | Jul 23, 2026 |
| Family Office Research LLC | History | Reduced | 9,114 | 445 | 0.17% | 0.22% | 156 | -1,390 | -13.23% | Q2 2026 | Jul 27, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,077 | 443 | 0.01% | 0.01% | 157 | +294 | 3.35% | Q2 2026 | Aug 11, 2026 |
| Worth Asset Management, LLC | History | Reduced | 9,049 | 442 | 0.14% | 0.17% | 158 | -543 | -5.66% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Wealth | History | Reduced | 9,015 | 440 | 0.0% | 0.0% | 159 | -1,546 | -14.64% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,642 | 422 | 0.01% | 0.02% | 160 | -1,488 | -14.69% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 8,642 | 422 | 0.05% | 0.06% | 161 | -1,488 | -14.69% | Q2 2026 | Jul 31, 2026 |
| Auour Investments LLC | History | Reduced | 8,549 | 417 | 0.12% | 0.16% | 162 | -2,155 | -20.13% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,338 | 407 | 0.0% | 0.0% | 163 | -1,664 | -16.64% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,318 | 406 | 0.02% | 0.03% | 164 | +496 | 6.34% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | New | 8,289 | 405 | 0.0% | — | 165 | +8,289 | New | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,157 | 398 | 0.0% | 0.0% | 166 | +1,413 | 20.95% | Q2 2026 | Aug 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 8,055 | 394 | 0.04% | 0.05% | 167 | +61 | 0.76% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,538 | 368 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 7,378 | 360 | 0.06% | 0.08% | 169 | -667 | -8.29% | Q2 2026 | Jul 08, 2026 |
| Keystone Financial Services, LLC | History | New | 7,048 | 344 | 0.21% | — | 170 | +7,048 | New | Q2 2026 | Jul 24, 2026 |
| Brookstone Capital Management | History | Added to | 6,646 | 324 | 0.0% | 0.0% | 171 | +69 | 1.05% | Q2 2026 | Jul 15, 2026 |
| Richmond Brothers, Inc. | History | New | 6,281 | 306 | 0.16% | — | 172 | +6,281 | New | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 6,236 | 304 | 0.01% | — | 173 | +6,236 | New | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 6,190 | 302 | 0.01% | 0.01% | 174 | -1,190 | -16.12% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,116 | 298 | 0.01% | 0.0% | 175 | +5,873 | 2416.87% | Q2 2026 | Jul 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 6,086 | 297 | 0.06% | 0.59% | 176 | -154,218 | -96.2% | Q2 2026 | Aug 18, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 6,094 | 297 | 0.06% | — | 177 | +6,094 | New | Q2 2026 | Aug 14, 2026 |
| ALONGSIDE, LLC | History | New | 6,086 | 297 | 0.06% | — | 178 | +6,086 | New | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 5,950 | 290 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 5,652 | 276 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 5,612 | 274 | 0.03% | 0.03% | 181 | -327 | -5.51% | Q2 2026 | Jul 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 5,592 | 273 | 0.02% | 0.02% | 183 | +781 | 16.23% | Q2 2026 | Jul 16, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 5,591 | 273 | 0.1% | 0.11% | 182 | +64 | 1.16% | Q2 2026 | Jul 07, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 5,516 | 270 | 0.19% | 0.28% | 184 | -2,001 | -26.62% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,478 | 267 | 0.0% | 0.0% | 185 | -3,948 | -41.88% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,118 | 250 | 0.0% | 0.01% | 186 | +28 | 0.55% | Q2 2026 | Aug 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 5,085 | 249 | 0.01% | 0.01% | 187 | -117 | -2.25% | Q2 2026 | Jul 24, 2026 |
| RAHLFS CAPITAL, LLC | History | Reduced | 5,000 | 244 | 0.18% | 1.97% | 190 | -50,000 | -90.91% | Q2 2026 | Jul 28, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 5,000 | 244 | 0.09% | 0.11% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SYKON CAPITAL LLC | History | No change | 5,000 | 244 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 4,961 | 242 | 0.03% | 0.03% | 191 | +776 | 18.54% | Q2 2026 | Jul 09, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 4,972 | 242 | 0.04% | 0.05% | 192 | +58 | 1.18% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 4,692 | 229 | 0.01% | — | 193 | +4,692 | New | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,689 | 229 | 0.01% | 0.01% | 194 | +39 | 0.84% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,640 | 226 | 0.0% | 0.0% | 195 | +175 | 3.92% | Q2 2026 | Aug 13, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 4,381 | 214 | 0.12% | 0.15% | 196 | -134 | -2.97% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,248 | 207 | 0.0% | 0.01% | 197 | -12,289 | -74.31% | Q2 2026 | Aug 13, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 4,200 | 206 | 0.15% | 0.18% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 4,210 | 205 | 0.03% | 0.04% | 199 | -798 | -15.93% | Q2 2026 | Jul 20, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 4,135 | 202 | 0.03% | 0.03% | 200 | -155 | -3.61% | Q2 2026 | Aug 11, 2026 |
| Midway Capital Research & Management | History | Added to | 4,104 | 200 | 0.16% | 0.17% | 201 | +442 | 12.07% | Q2 2026 | Jul 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,603 | 176 | 0.01% | 0.02% | 202 | +121 | 3.48% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,933 | 143 | 0.01% | — | 203 | +2,933 | New | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 2,769 | 135 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2,754 | 134 | 0.02% | 0.03% | 205 | -829 | -23.14% | Q2 2026 | Aug 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 2,472 | 120 | 0.07% | 0.12% | 206 | -1,228 | -33.19% | Q2 2026 | Jul 21, 2026 |
| Montgomery Financial Services LLC | History | New | 2,103 | 102 | 0.09% | — | 207 | +2,103 | New | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,920 | 93 | 0.0% | 0.0% | 208 | +1 | 0.05% | Q2 2026 | Jul 30, 2026 |
| Key Capital Management, INC | History | Added to | 1,502 | 73 | 0.04% | 0.05% | 209 | +15 | 1.01% | Q2 2026 | Jul 27, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,391 | 67 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,356 | 66 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakmont Advisory Group, LLC | History | New | 1,242 | 60 | 0.05% | — | 212 | +1,242 | New | Q2 2026 | Aug 03, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,050 | 51 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,004 | 49 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,000 | 48 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 886 | 43 | 0.0% | 0.0% | 216 | -168 | -15.94% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 770 | 37 | 0.0% | 0.0% | 217 | -1,077 | -58.31% | Q2 2026 | Jul 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 727 | 35 | 0.02% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 534 | 26 | 0.01% | 0.01% | 219 | +2 | 0.38% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 450 | 21 | 0.0% | — | 220 | +450 | New | Q2 2026 | Aug 13, 2026 |
| Hurley Capital, LLC | History | No change | 433 | 21 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 255 | 12 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rossby Financial, LCC | History | No change | 260 | 12 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CENTRAL TRUST Co | History | New | 233 | 11 | 0.0% | — | 224 | +233 | New | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | Added to | 226 | 11 | 0.0% | 0.0% | 225 | +121 | 115.24% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 220 | 10 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Providence Capital Advisors, LLC | History | New | 165 | 8 | 0.0% | — | 227 | +165 | New | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 147 | 7 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 64 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elequin Capital, LP | History | No change | 70 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 42 | 2 | 0.0% | 0.0% | 232 | -63 | -60.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 43 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LRI Investments, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -679,451 | -100.0% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -286,317 | -100.0% | Q1 2026 | May 18, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -235,083 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Peak Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.24% | — | -143,489 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 13 | 0 | — | 1.6% | — | -90,567 | -99.99% | Q2 2026 | Aug 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -74,027 | -100.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Closed out | 0 | 0 | — | 1.62% | — | -63,364 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -53,793 | -100.0% | Q2 2026 | Jul 27, 2026 |
| TruWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -40,325 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Paragon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -34,195 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Nautilus Advisors LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -25,542 | -100.0% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,305 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -18,584 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.06% | — | -16,865 | -100.0% | Q2 2026 | Aug 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,473 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,921 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,048 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -8,569 | -100.0% | Q2 2026 | Aug 12, 2026 |
| RPg Family Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,238 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,385 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,306 | -100.0% | Q2 2026 | Aug 18, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,666 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,425 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,151 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,668 | -100.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,659 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRAMONTES CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,170 | -100.0% | Q2 2026 | Sep 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,777 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,578 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -508 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Basecamp Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |