Western Midstream Partners, LP - WES
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | No change | 36,629,600 | 1,602,911 | 7.52% | 7.52% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | No change | 24,122,314 | 1,055,592 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 21,230,903 | 929,064 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blackstone Inc. | History | No change | 10,367,520 | 453,682 | 1.38% | 1.38% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belfer Management LLC | History | No change | 10,081 | 441,156 | 7.31% | 7.31% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,637,568 | 377,979 | 0.45% | 0.45% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,527,559 | 373,165 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | No change | 6,506,154 | 284,709 | 2.89% | 2.89% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,190,369 | 270,886 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | No change | 5,507,654 | 241,015 | 8.67% | 8.67% | 10 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | No change | 3,928,197 | 171,897 | 3.37% | 3.37% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 3,567,482 | 156,113 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,711,343 | 118,648 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,183,188 | 95,536 | 0.72% | 0.72% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,992,817 | 87,205 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | No change | 1,648,942 | 72,157 | 1.91% | 1.91% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ING GROEP NV | History | No change | 1,587,500 | 69,469 | 0.34% | 0.34% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fractal Investments LLC | History | No change | 1,524,646 | 66,718 | 7.7% | 7.7% | 18 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,366,602 | 59,802 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 1,336,050 | 58,465 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | No change | 1,259,900 | 55,133 | 2.47% | 2.47% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 1,217,182 | 53,263 | 3.12% | 3.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Recurrent Investment Advisors LLC | History | No change | 1,133,291 | 49,592 | 3.08% | 3.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 1,041,420 | 45,572 | 1.51% | 1.51% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 975,975 | 42,708 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 980,558 | 42,546 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 914,525 | 40,019 | 8.18% | 8.18% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 879,174 | 38,472 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 862,254 | 37,732 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 803,472 | 35,159 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 757,171 | 33,133 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 747,937 | 32,729 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 731,378 | 32,005 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 679,693 | 29,743 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 657,600 | 28,776 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 645,168 | 28,232 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 638,096 | 27,923 | 0.61% | 0.61% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 566,167 | 24,775 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 443,487 | 19,406 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 406,912 | 17,806 | 0.3% | 0.3% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 402,969 | 17,633 | 4.55% | 4.55% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Adams Asset Advisors, LLC | History | No change | 374,823 | 16,402 | 1.86% | 1.86% | 42 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Empowered Funds, LLC | History | No change | 362,716 | 15,872 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RR Advisors, LLC | History | No change | 356,123 | 15,583 | 4.51% | 4.51% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 349,000 | 15,272 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empirical Finance, LLC | History | No change | 330,016 | 14,441 | 0.6% | 0.6% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 325,656 | 14,250 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 313,367 | 13,712 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 301,032 | 13,173 | 1.17% | 1.17% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 287,825 | 12,595 | 0.2% | 0.2% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovereign Investment Advisors, LLC | History | No change | 274,479 | 12,011 | 2.25% | 2.25% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Slotnik Capital, LLC | History | No change | 262,614 | 11,491 | 2.97% | 2.97% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 250,869 | 10,978 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 249,581 | 10,921 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Asset Management, Inc. | History | No change | 232,840 | 10,189 | 0.16% | 0.16% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 224,453 | 9,822 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 216,251 | 9,463 | 0.16% | 0.16% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 215,066 | 9,446 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 207,128 | 9,064 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heronetta Management, L.P. | History | No change | 206,361 | 9,030 | 8.29% | 8.29% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 202,996 | 8,883 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Militia Capital Management LLC | History | No change | 200,250 | 8,762 | 0.26% | 0.26% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellsworth Advisors, LLC | History | No change | 172,429 | 7,823 | 1.29% | 1.29% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | No change | 175,596 | 7,684 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 172,227 | 7,536 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Americana Partners, LLC | History | No change | 161,245 | 7,056 | 0.16% | 0.16% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 155,867 | 6,820 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 144,248 | 6,312 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 139,447 | 6,102 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 137,042 | 5,996 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 135,028 | 5,909 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 134,118 | 5,869 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 132,700 | 5,806 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 131,835 | 5,769 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 111,300 | 4,870 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 110,559 | 4,838 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HENNESSY ADVISORS INC | History | No change | 110,260 | 4,824 | 0.15% | 0.15% | 77 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lavaca Capital LLC | History | No change | 108,000 | 4,726 | 0.47% | 0.47% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 99,433 | 4,351 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 98,294 | 4,301 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | No change | 94,579 | 4,138 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 85,481 | 3,740 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 85,150 | 3,726 | 0.7% | 0.7% | 83 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 83,078 | 3,635 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 79,924 | 3,497 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 78,819 | 3,449 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 74,339 | 3,253 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | No change | 73,587 | 3,220 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 73,156 | 3,201 | 0.28% | 0.28% | 89 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 71,977 | 3,149 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GraniteShares Advisors LLC | History | No change | 70,436 | 3,082 | 1.98% | 1.98% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hartree Partners, LP | History | No change | 66,000 | 2,888 | 0.62% | 0.62% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 65,655 | 2,873 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 65,520 | 2,867 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 63,189 | 2,765 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 61,450 | 2,689 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 59,492 | 2,603 | 0.5% | 0.5% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | No change | 59,219 | 2,591 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 55,370 | 2,423 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 54,838 | 2,400 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 54,487 | 2,384 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 52,727 | 2,307 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 49,999 | 2,187 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 49,883 | 2,182 | 0.28% | 0.28% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELCO Management Co., LLC | History | No change | 49,437 | 2,163 | 0.93% | 0.93% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEXFORD CAPITAL LP | History | No change | 48,526 | 2,123 | 0.27% | 0.27% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 44,477 | 1,946 | 0.27% | 0.27% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 43,655 | 1,910 | 0.39% | 0.39% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlTi Global, Inc. | History | No change | 42,800 | 1,872 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 42,161 | 1,844 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 41,633 | 1,821 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 39,913 | 1,746 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 39,555 | 1,730 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 39,236 | 1,716 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 38,676 | 1,692 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 38,560 | 1,687 | 0.53% | 0.53% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 38,491 | 1,684 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 36,919 | 1,615 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 36,303 | 1,588 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFG Advisory, LLC | History | No change | 36,044 | 1,577 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Requisite Capital Management, LLC | History | No change | 36,046 | 1,577 | 0.26% | 0.26% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALBERT D MASON INC | History | No change | 35,672 | 1,561 | 0.89% | 0.89% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 35,290 | 1,544 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cedar Wealth Management, LLC | History | No change | 34,542 | 1,511 | 0.39% | 0.39% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 34,393 | 1,505 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 34,402 | 1,505 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 33,177 | 1,451 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 32,253 | 1,411 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 31,947 | 1,398 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 31,209 | 1,365 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 30,710 | 1,343 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 27,700 | 1,327 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Wealth, LLC | History | No change | 29,500 | 1,290 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | No change | 29,201 | 1,277 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 28,970 | 1,267 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BWM Planning, LLC | History | No change | 28,325 | 1,239 | 0.29% | 0.29% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Nicholas Wealth, LLC. | History | No change | 28,089 | 1,229 | 0.67% | 0.67% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Curi Capital, LLC | History | No change | 27,938 | 1,222 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 26,577 | 1,163 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 26,345 | 1,152 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 25,500 | 1,115 | 0.39% | 0.39% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | No change | 25,188 | 1,102 | 0.19% | 0.19% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Trail Advisors, LLC | History | No change | 25,135 | 1,099 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | No change | 25,000 | 1,094 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JBF Capital, Inc. | History | No change | 25,000 | 1,094 | 0.14% | 0.14% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 25,020 | 1,094 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 24,501 | 1,072 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 24,308 | 1,063 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SL ADVISORS, LLC | History | No change | 23,466 | 1,026 | 1.79% | 1.79% | 149 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 23,052 | 1,009 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 21,807 | 973 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 22,005 | 962 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kercheville Advisors, LLC | History | No change | 22,000 | 962 | 0.29% | 0.29% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Autumn Glory Partners, LLC | History | No change | 22,000 | 962 | 0.27% | 0.27% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CVFG LLC | History | No change | 21,630 | 946 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | No change | 21,080 | 922 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plan Group Financial, LLC | History | No change | 20,350 | 890 | 0.18% | 0.18% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | No change | 20,253 | 886 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 19,118 | 836 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 18,111 | 792 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evanson Financial, LLC | History | No change | 18,097 | 791 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bramshill Investments, LLC | History | No change | 18,043 | 789 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 17,429 | 763 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 17,440 | 763 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,400 | 761 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 17,086 | 747 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 16,981 | 743 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Management, Inc. | History | No change | 16,735 | 732 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 16,713 | 731 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Caprock Group, LLC | History | No change | 16,365 | 716 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 16,335 | 714 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Trust Co | History | No change | 16,251 | 711 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bollard Group LLC | History | No change | 16,219 | 710 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 16,251 | 710 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 16,092 | 704 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 15,931 | 697 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penbrook Management LLC | History | No change | 15,900 | 695 | 0.44% | 0.44% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NOVEM GROUP | History | No change | 15,843 | 693 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| &PARTNERS | History | No change | 15,476 | 677 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 15,344 | 671 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 14,704 | 643 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 14,650 | 641 | 0.47% | 0.47% | 182 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 14,347 | 627 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | No change | 14,298 | 625 | 0.38% | 0.38% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oxinas Partners, LLC | History | No change | 13,761 | 602 | 0.24% | 0.24% | 185 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Corient Private Wealth LP | History | No change | 13,745 | 601 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 13,390 | 585 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,390 | 585 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 13,308 | 582 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kaizen Financial Strategies | History | No change | 13,213 | 569 | 0.18% | 0.18% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,920 | 565 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Westover Capital Advisors, LLC | History | No change | 12,700 | 555 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 12,302 | 539 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | No change | 12,068 | 528 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,027 | 526 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 11,820 | 517 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| South Street Advisors LLC | History | No change | 11,660 | 510 | 0.07% | 0.07% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prospera Financial Services Inc | History | No change | 11,420 | 499 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fiduciary Group, LLC | History | No change | 11,420 | 499 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 11,401 | 498 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 11,042 | 483 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 10,953 | 479 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,760 | 470 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 10,600 | 463 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| F/m Investments LLC | History | No change | 10,340 | 452 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCHULHOFF & CO INC | History | No change | 10,100 | 441 | 0.18% | 0.18% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 10,050 | 439 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,000 | 437 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,922 | 434 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Private Advisor Group, LLC | History | No change | 9,902 | 433 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 9,698 | 424 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Collaborative Capital Advisors LLC | History | No change | 9,620 | 420 | 0.27% | 0.27% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 9,459 | 414 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 9,388 | 410 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 9,367 | 409 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 9,327 | 408 | 0.05% | 0.05% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GABELLI FUNDS LLC | History | No change | 9,051 | 396 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 8,917 | 390 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 8,926 | 390 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,833 | 386 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 8,840 | 386 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tidal Investments LLC | History | No change | 8,769 | 383 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | No change | 8,684 | 380 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gruss & Co., LLC | History | No change | 8,500 | 371 | 0.91% | 0.91% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 8,431 | 368 | 0.24% | 0.24% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Intrua Financial, LLC | History | No change | 8,357 | 365 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Corps Capital Advisors, LLC | History | No change | 8,316 | 363 | 0.29% | 0.29% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| M&T BANK CORP | History | No change | 8,276 | 362 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DRW Securities, LLC | History | No change | 8,024 | 351 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Obermeyer Wealth Partners | History | No change | 8,000 | 350 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 8,000 | 350 | 0.11% | 0.11% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fulcrum Asset Management LLP | History | No change | 7,933 | 344 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 7,547 | 330 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 7,500 | 328 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PDS Planning, Inc | History | No change | 7,200 | 315 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,175 | 313 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 7,132 | 312 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 7,348 | 312 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 7,063 | 309 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 7,000 | 306 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Virtu Financial LLC | History | No change | 6,880 | 301 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 6,816 | 298 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnus Financial Group LLC | History | No change | 6,651 | 291 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,620 | 289 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Venture Visionary Partners LLC | History | No change | 6,500 | 284 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 6,450 | 282 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hickory Point Bank & Trust | History | No change | 6,350 | 281 | 0.17% | 0.17% | 247 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Curated Wealth Partners LLC | History | No change | 6,400 | 280 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 6,400 | 280 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,343 | 277 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 6,340 | 277 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arista Wealth Management, LLC | History | No change | 6,300 | 275 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,226 | 272 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highlander Partners, L.P. | History | No change | 6,100 | 266 | 0.09% | 0.09% | 254 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 5,993 | 262 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 5,925 | 259 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 5,810 | 254 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,784 | 253 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sage Capital Management, LLC | History | No change | 5,713 | 250 | 0.1% | 0.1% | 259 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Barnett & Company, Inc. | History | No change | 5,700 | 249 | 0.18% | 0.18% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Trust Capital Management L.P. | History | No change | 5,622 | 246 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,600 | 245 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,600 | 245 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 5,500 | 240 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 5,463 | 239 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 5,475 | 239 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 5,453 | 238 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TABLEAUX LLC | History | No change | 5,444 | 238 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WESTCO ADVISORY SERVICES INC /ADV | History | No change | 5,407 | 236 | 0.14% | 0.14% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Archford Capital Strategies, LLC | History | No change | 5,400 | 236 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 5,327 | 233 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,272 | 230 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 5,213 | 228 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 5,084 | 222 | 0.21% | 0.21% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Amplify Investments, LLC | History | No change | 5,040 | 220 | 3.04% | 3.04% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 5,000 | 218 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 5,000 | 218 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCS Capital Management LLC | History | No change | 4,883 | 213 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESPAC Advisors, LLC | History | No change | 4,887 | 213 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pavion Blue Capital, LLC | History | No change | 4,880 | 213 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENZI WEALTH | History | No change | 4,575 | 210 | 0.07% | 0.07% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 4,778 | 209 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | No change | 4,775 | 208 | 0.1% | 0.1% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 4,750 | 207 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 4,693 | 205 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisor Resource Council | History | No change | 4,695 | 205 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,672 | 204 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,616 | 201 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 4,575 | 200 | 0.05% | 0.05% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 4,543 | 198 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,530 | 198 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 4,205 | 184 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4,036 | 176 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,587 | 156 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,338 | 143 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | Added to | 3,199 | 141 | 0.08% | 0.09% | 296 | +36 | 1.14% | Q3 2026 | Oct 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3,023 | 132 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,801 | 122 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,410 | 105 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2,221 | 97 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |