Destiny Tech100 Inc.(DXYZ)

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Destiny Tech100 Inc.(DXYZ)

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$34.43—

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DXYZ(DXYZ)

DXYZ

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Institutional Ownership

Top 198 Institutional Holders

Holder	Shares	Date	Change	% Held
J. Goldman & Co LP	1.70M	Jun 30, 26	+1.70M	5.57%
MORGAN STANLEY	907.20K	Jun 30, 26	+683.35K	2.98%
Saba Capital Management, L.P.	644.28K	Jun 30, 26	+644.28K	2.11%
SG Americas Securities, LLC	550.25K	Jun 30, 26	+550.25K	1.81%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	379.56K	Jun 30, 26	+379.56K	1.25%
Anson Funds Management LP	323.20K	Jun 30, 26	+323.20K	1.06%
LPL Financial LLC	259.92K	Jun 30, 26	+52.33K	0.85%
Jump Financial, LLC	232.76K	Jun 30, 26	+232.76K	0.76%
Kestra Advisory Services, LLC	223.16K	Jun 30, 26	+82.98K	0.73%
CITADEL ADVISORS LLC	218.19K	Jun 30, 26	+218.19K	0.72%
ADVISOR GROUP HOLDINGS, INC.	143.52K	Jun 30, 26	+42.70K	0.47%
Cetera Investment Advisers	133.81K	Jun 30, 26	-34.16K	0.44%
WILEY BROS.-AINTREE CAPITAL, LLC	101.45K	Jun 30, 26	+82.04K	0.33%
COMMONWEALTH EQUITY SERVICES, LLC	73.85K	Jun 30, 26	+15.42K	0.24%
FirstWave Capital Management LLC	67.10K	Jun 30, 26	+67.10K	0.22%
AA Financial Advisors, LLC	58.00K	Jun 30, 26	-3.00K	0.19%
UBS Group AG	55.37K	Jun 30, 26	+21.18K	0.18%
Cambridge Investment Research Advisors, Inc.	48.57K	Jun 30, 26	+8.01K	0.16%
Sovran Advisors, LLC	44.35K	Jun 30, 26	+26.01K	0.15%
Summit Financial, LLC	42.35K	Jun 30, 26	+42.35K	0.14%
T3 Companies, LLC	40.62K	Jun 30, 26	+40.62K	0.13%
Noble Wealth Management PBC	40.02K	Jun 30, 26	+39.72K	0.13%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	33.29K	Jun 30, 26	+33.29K	0.11%
Venture Visionary Partners LLC	30.04K	Jun 30, 26	+30.04K	0.10%
Sowell Financial Services LLC	28.66K	Jun 30, 26	+28.66K	0.09%
Invesco Ltd.	26.67K	Jun 30, 26	-17.19K	0.09%
RAYMOND JAMES FINANCIAL INC	25.73K	Jun 30, 26	+7.15K	0.08%
PFG Investments, LLC	25.55K	Jun 30, 26	+25.55K	0.08%
Merit Financial Group, LLC	25.44K	Jun 30, 26	+13.31K	0.08%
Creative Planning	25.10K	Jun 30, 26	+7.95K	0.08%
Stratos Wealth Partners, LTD.	25.07K	Jun 30, 26	+5.40K	0.08%
Virtu Financial LLC	24.22K	Jun 30, 26	+5.48K	0.08%
Simplicity Wealth,LLC	23.19K	Jun 30, 26	+23.19K	0.08%
MILLENNIUM MANAGEMENT LLC	23.05K	Jun 30, 26	+15.18K	0.08%
Private Advisor Group, LLC	22.84K	Jun 30, 26	+2.46K	0.07%
Kovack Advisors, Inc.	21.47K	Jun 30, 26	+21.47K	0.07%
STIFEL FINANCIAL CORP	20.84K	Jun 30, 26	-7.68K	0.07%
Intrepid Financial Planning Group LLC	19.74K	Jun 30, 26	+19.74K	0.06%
Marex Group plc	18.62K	Jun 30, 26	-10.74K	0.06%
CARY STREET PARTNERS FINANCIAL LLC	15.72K	Jun 30, 26	+15.72K	0.05%
Verity Asset Management, Inc.	15.39K	Jun 30, 26	+15.39K	0.05%
Ignite Planners, LLC	15.37K	Jun 30, 26	+6.62K	0.05%
Genesis Financial Group, LLC	15.00K	Jun 30, 26	--	0.05%
HAZLETT, BURT & WATSON, INC.	13.68K	Jun 30, 26	-40	0.04%
FSA Advisors, Inc.	13.56K	Jun 30, 26	+13.56K	0.04%
CAPTRUST FINANCIAL ADVISORS	13.47K	Jun 30, 26	+4.27K	0.04%
HRT FINANCIAL LP	13.30K	Jun 30, 26	+13.30K	0.04%
Concurrent Investment Advisors, LLC	13.26K	Jun 30, 26	+13.26K	0.04%
Baird Financial Group, Inc.	13.26K	Jun 30, 26	+13.26K	0.04%
WEDBUSH SECURITIES INC	13.23K	Jun 30, 26	-13.04K	0.04%
CREATIVE FINANCIAL DESIGNS INC /ADV	12.90K	Jun 30, 26	+3.91K	0.04%
HighTower Advisors, LLC	12.49K	Jun 30, 26	+2.12K	0.04%
Toroso Investments, LLC	12.47K	Jun 30, 26	+12.47K	0.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	12.09K	Jun 30, 26	+12.09K	0.04%
Cresset Asset Management, LLC	11.76K	Jun 30, 26	+1.98K	0.04%
Beacon Pointe Advisors, LLC	11.07K	Jun 30, 26	+11.07K	0.04%
CIBC WORLD MARKET INC.	10.75K	Jun 30, 26	+10.75K	0.04%
Integrated Wealth Concepts LLC	10.06K	Jun 30, 26	+10.06K	0.03%
Avestar Capital, LLC	9.85K	Jun 30, 26	+9.85K	0.03%
Foundations Investment Advisors, LLC	9.85K	Jun 30, 26	+9.85K	0.03%
OPPENHEIMER & CO INC	8.25K	Jun 30, 26	+8.25K	0.03%
Colony Group, LLC	8.10K	Jun 30, 26	-4.38K	0.03%
SILVER OAK SECURITIES, INCORPORATED	7.80K	Jun 30, 26	+7.80K	0.03%
Farther Finance Advisors, LLC	7.00K	Jun 30, 26	+98	0.02%
NewEdge Advisors, LLC	6.81K	Jun 30, 26	+5.22K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	6.59K	Jun 30, 26	-370	0.02%
Thomas J. Herzfeld Advisors, Inc.	6.59K	Jun 30, 26	-76.22K	0.02%
Belvedere Trading LLC	5.50K	Jun 30, 26	+5.50K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	5.25K	Jun 30, 26	+5.25K	0.02%
Global Retirement Partners, LLC	4.85K	Jun 30, 26	+4.85K	0.02%
Newbridge Financial Services Group, Inc.	4.62K	Jun 30, 26	+4.30K	0.02%
BANK OF MONTREAL /CAN/	4.24K	Jun 30, 26	+4.24K	0.01%
EVOLUTION WEALTH MANAGEMENT INC.	3.96K	Jun 30, 26	+220	0.01%
ROYAL BANK OF CANADA	3.80K	Jun 30, 26	+2.36K	0.01%
IFP Advisors, Inc	3.60K	Jun 30, 26	-8.00K	0.01%
Westside Investment Management, Inc.	3.20K	Jun 30, 26	+3.20K	0.01%
GROUP ONE TRADING, L.P.	3.11K	Jun 30, 26	+3.11K	0.01%
Nova Wealth Management, Inc.	2.79K	Jun 30, 26	+2.79K	0.01%
Allworth Financial LP	2.44K	Jun 30, 26	+212	0.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC	2.40K	Jun 30, 26	--	0.01%
COMPASS FINANCIAL MANAGEMENT LLC	2.40K	Jun 30, 26	+2.40K	0.01%
JPMORGAN CHASE & CO	1.88K	Jun 30, 26	+700	0.01%
SRS Capital Advisors, Inc.	1.81K	Jun 30, 26	+1.81K	0.01%
Clearstead Trust, LLC	1.73K	Jun 30, 26	+343	0.01%
HM PAYSON & CO	1.72K	Jun 30, 26	+1.72K	0.01%
MPWM ADVISORY SOLUTIONS, LLC	1.23K	Jun 30, 26	+1.00K	0.00%
Larson Financial Group LLC	1.16K	Jun 30, 26	--	0.00%
US BANCORP \DE\	1.00K	Jun 30, 26	+1	0.00%
Geneos Wealth Management Inc.	980	Jun 30, 26	--	0.00%
FIFTH THIRD BANCORP	910	Jun 30, 26	+910	0.00%
Financial Management Professionals, Inc.	800	Jun 30, 26	+800	0.00%
SOA Wealth Advisors, LLC.	700	Jun 30, 26	+500	0.00%
Millstone Evans Group, LLC	689	Jun 30, 26	+689	0.00%
NATIONAL BANK OF CANADA /FI/	686	Jun 30, 26	+386	0.00%
Burnham & Co LLC	640	Jun 30, 26	+640	0.00%
Avion Wealth	580	Jun 30, 26	+300	0.00%
MCF Advisors LLC	515	Jun 30, 26	+15	0.00%
Atlantic Union Bankshares Corp	506	Jun 30, 26	-572	0.00%
LRI Investments, LLC	500	Jun 30, 26	--	0.00%
Physician Wealth Advisors, Inc.	470	Jun 30, 26	--	0.00%
GHP Investment Advisors, Inc.	465	Jun 30, 26	+100	0.00%
SIGNATUREFD, LLC	435	Jun 30, 26	-75	0.00%
Steward Partners Investment Advisory, LLC	427	Jun 30, 26	+40	0.00%
Hickory Point Bank & Trust	400	Jun 30, 26	--	0.00%
PIN OAK INVESTMENT ADVISORS INC	380	Jun 30, 26	+380	0.00%
Murphy & Mullick Capital Management Corp	350	Jun 30, 26	--	0.00%
Highland Investment Advisors LLC	350	Jun 30, 26	+350	0.00%
TD Capital Management LLC	346	Jun 30, 26	--	0.00%
BOKF, NA	342	Jun 30, 26	+342	0.00%
Federation des caisses Desjardins du Quebec	330	Jun 30, 26	+235	0.00%
SHP Wealth Management	326	Jun 30, 26	--	0.00%
Mosley Wealth Management	309	Jun 30, 26	+309	0.00%
WELLS FARGO & COMPANY/MN	300	Jun 30, 26	-440	0.00%
Pinnacle Wealth Planning Services, Inc.	295	Jun 30, 26	--	0.00%
Buck Wealth Strategies, LLC	280	Jun 30, 26	+280	0.00%
HARBOUR INVESTMENTS, INC.	279	Jun 30, 26	+16	0.00%
Ankerstar Wealth, LLC	278	Jun 30, 26	+278	0.00%
Ritter Daniher Financial Advisory LLC / DE	250	Jun 30, 26	--	0.00%
Pacific Center for Financial Services	200	Jun 30, 26	--	0.00%
MATHER GROUP, LLC.	200	Jun 30, 26	-8.83K	0.00%
Triumph Capital Management	200	Jun 30, 26	+200	0.00%
Optiver Holding B.V.	191	Jun 30, 26	+191	0.00%
Continuum Advisory, LLC	179	Jun 30, 26	+179	0.00%
Cedar Mountain Advisors, LLC	175	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	170	Jun 30, 26	--	0.00%
SJS Investment Consulting Inc.	159	Jun 30, 26	+159	0.00%
JFS WEALTH ADVISORS, LLC	150	Jun 30, 26	-30	0.00%
ARMSTRONG ADVISORY GROUP, INC	142	Jun 30, 26	-44	0.00%
Markowski Investments	135	Jun 30, 26	+135	0.00%
MCGUIRE CAPITAL ADVISORS INC	104	Jun 30, 26	-17	0.00%
Trust Co	104	Jun 30, 26	--	0.00%
Steigerwald, Gordon & Koch Inc.	100	Jun 30, 26	--	0.00%
HHM Wealth Advisors, LLC	100	Jun 30, 26	--	0.00%
Lloyd Advisory Services, LLC.	100	Jun 30, 26	+100	0.00%
TOTH FINANCIAL ADVISORY CORP	100	Jun 30, 26	+100	0.00%
HighMark Wealth Management LLC	80	Jun 30, 26	+80	0.00%
Strategic Wealth Partners, Ltd.	80	Jun 30, 26	+30	0.00%
EverSource Wealth Advisors, LLC	50	Jun 30, 26	+50	0.00%
Private Wealth Management Group, LLC	42	Jun 30, 26	--	0.00%
Vermillion Wealth Management, Inc.	42	Jun 30, 26	+42	0.00%
CoreCap Advisors, LLC	38	Jun 30, 26	--	0.00%
Atlantic Edge Private Wealth Management, LLC	35	Jun 30, 26	-15	0.00%
Darwin Wealth Management, LLC	34	Jun 30, 26	--	0.00%
Investors Research Corp	30	Jun 30, 26	--	0.00%
Spire Wealth Management	30	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	30	Jun 30, 26	+30	0.00%
Hilton Head Capital Partners, LLC	25	Jun 30, 26	--	0.00%
TD Waterhouse Canada Inc.	25	Jun 30, 26	-225	0.00%
Tradewinds Capital Management, LLC	25	Jun 30, 26	--	0.00%
IFG Advisory, LLC	19	Jun 30, 26	+19	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	10	Jun 30, 26	--	0.00%
KERR FINANCIAL PLANNING Corp	10	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	8	Jun 30, 26	-278	0.00%
AdvisorNet Financial, Inc	3	Jun 30, 26	--	0.00%
Coston, McIsaac & Partners	--	Jun 30, 26	-3.26K	--
Stone House Investment Management, LLC	--	Jun 30, 26	-100	--
Golden State Equity Partners	--	Jun 30, 26	-50	--
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	--	Jun 30, 26	-14.03K	--
Visionary Wealth Advisors	--	Jun 30, 26	-7.63K	--
AMERIFLEX GROUP, INC.	--	Jun 30, 26	-100	--
Scarborough Advisors, LLC	--	Jun 30, 26	-189	--
Point72 Asset Management, L.P.	--	Jun 30, 26	-22.74K	--
VALLEY NATIONAL ADVISERS INC	--	Jun 30, 26	-75	--
BEACON INVESTMENT ADVISORY SERVICES, INC.	--	Jun 30, 26	-165	--
KESTRA PRIVATE WEALTH SERVICES, LLC	--	Jun 30, 26	-24.09K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-139.30K	--
Gibson Capital, LLC	--	Jun 30, 26	-10.00K	--
HOLLENCREST CAPITAL MANAGEMENT	--	Jun 30, 26	-10	--
MAI Capital Management	--	Jun 30, 26	-220	--
Advisory Services Network, LLC	--	Jun 30, 26	-2.52K	--
Western Wealth Management, LLC	--	Jun 30, 26	-494	--
Niles Investment Management, LLC	--	Jun 30, 26	-24.26K	--
ENVESTNET ASSET MANAGEMENT INC	--	Jun 30, 26	-63.38K	--
Pilgrim Partners Asia Pte Ltd	--	Jun 30, 26	-1.66K	--
Wall Street Financial Group, Inc.	--	Jun 30, 26	-39	--
Garden State Investment Advisory Services LLC	--	Jun 30, 26	-16.68K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-74	--
Catalytic Wealth RIA, LLC	--	Jun 30, 26	-18.00K	--
CIBC Bancorp USA Inc.	--	Jun 30, 26	-15.29K	--
Glass Jacobson Investment Advisors llc	--	Jun 30, 26	-100	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-80	--
WCG Wealth Advisors LLC	--	Jun 30, 26	-15.66K	--
Mariner, LLC	--	Jun 30, 26	-11.01K	--
Equitable Holdings, Inc.	--	Jun 30, 26	-10.63K	--
Chung Wu Investment Group, LLC	--	Jun 30, 26	-3.00K	--
MRP Capital Investments, LLC	--	Jun 30, 26	-200	--
Total Clarity Wealth Management, Inc.	--	Jun 30, 26	-20.25K	--
Newtyn Management, LLC	--	Jun 30, 26	-345.00K	--
Quantinno Capital Management LP	--	Jun 30, 26	-11.83K	--
Evanson Asset Management, LLC	7.50K	Mar 31, 26	-7.50K	0.02%
Sunbelt Securities, Inc.	900	Mar 31, 26	--	0.00%
Anchor Investment Management, LLC	640	Mar 31, 26	--	0.00%
CWM, LLC	570	Mar 31, 26	-630	0.00%
Anfield Capital Management, LLC	11	Mar 31, 26	+11	0.00%
CIBC Private Wealth Group, LLC	15.29K	Dec 31, 25	+15.29K	0.05%
Financial Advocates Investment Management	--	Sep 30, 25	-9.96K	--
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-6.64K	--
Sandy Spring Bank	--	Mar 31, 25	-607	--

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Holder

Date

Change

% Held

J. Goldman & Co LP

1.70M

Jun 30, 26

+1.70M

5.57%

MORGAN STANLEY

907.20K

Jun 30, 26

+683.35K

2.98%

Saba Capital Management, L.P.

644.28K

Jun 30, 26

+644.28K

2.11%

SG Americas Securities, LLC

550.25K

Jun 30, 26

+550.25K

1.81%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

379.56K

Jun 30, 26

+379.56K

1.25%

Anson Funds Management LP

323.20K

Jun 30, 26

+323.20K

1.06%

LPL Financial LLC

259.92K

Jun 30, 26

+52.33K

0.85%

Jump Financial, LLC

232.76K

Jun 30, 26

+232.76K

0.76%

Kestra Advisory Services, LLC

223.16K

Jun 30, 26

+82.98K

0.73%

CITADEL ADVISORS LLC

218.19K

Jun 30, 26

+218.19K

0.72%

ADVISOR GROUP HOLDINGS, INC.

143.52K

Jun 30, 26

+42.70K

0.47%

Cetera Investment Advisers

133.81K

Jun 30, 26

-34.16K

0.44%

WILEY BROS.-AINTREE CAPITAL, LLC

101.45K

Jun 30, 26

+82.04K

0.33%

COMMONWEALTH EQUITY SERVICES, LLC

73.85K

Jun 30, 26

+15.42K

0.24%

FirstWave Capital Management LLC

67.10K

Jun 30, 26

+67.10K

0.22%

AA Financial Advisors, LLC

58.00K

Jun 30, 26

-3.00K

0.19%

UBS Group AG

55.37K

Jun 30, 26

+21.18K

0.18%

Cambridge Investment Research Advisors, Inc.

48.57K

Jun 30, 26

+8.01K

0.16%

Sovran Advisors, LLC

44.35K

Jun 30, 26

+26.01K

0.15%

Summit Financial, LLC

42.35K

Jun 30, 26

+42.35K

0.14%

T3 Companies, LLC

40.62K

Jun 30, 26

+40.62K

0.13%

Noble Wealth Management PBC

40.02K

Jun 30, 26

+39.72K

0.13%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

33.29K

Jun 30, 26

+33.29K

0.11%

Venture Visionary Partners LLC

30.04K

Jun 30, 26

+30.04K

0.10%

Sowell Financial Services LLC

28.66K

Jun 30, 26

+28.66K

0.09%

Invesco Ltd.

26.67K

Jun 30, 26

-17.19K

0.09%

RAYMOND JAMES FINANCIAL INC

25.73K

Jun 30, 26

+7.15K

0.08%

PFG Investments, LLC

25.55K

Jun 30, 26

+25.55K

0.08%

Merit Financial Group, LLC

25.44K

Jun 30, 26

+13.31K

0.08%

Creative Planning

25.10K

Jun 30, 26

+7.95K

0.08%

Stratos Wealth Partners, LTD.

25.07K

Jun 30, 26

+5.40K

0.08%

Virtu Financial LLC

24.22K

Jun 30, 26

+5.48K

0.08%

Simplicity Wealth,LLC

23.19K

Jun 30, 26

+23.19K

0.08%

MILLENNIUM MANAGEMENT LLC

23.05K

Jun 30, 26

+15.18K

0.08%

Private Advisor Group, LLC

22.84K

Jun 30, 26

+2.46K

0.07%

Kovack Advisors, Inc.

21.47K

Jun 30, 26

+21.47K

0.07%

STIFEL FINANCIAL CORP

20.84K

Jun 30, 26

-7.68K

0.07%

Intrepid Financial Planning Group LLC

19.74K

Jun 30, 26

+19.74K

0.06%

Marex Group plc

18.62K

Jun 30, 26

-10.74K

0.06%

CARY STREET PARTNERS FINANCIAL LLC

15.72K

Jun 30, 26

+15.72K

0.05%

Verity Asset Management, Inc.

15.39K

Jun 30, 26

+15.39K

0.05%

Ignite Planners, LLC

15.37K

Jun 30, 26

+6.62K

0.05%

Genesis Financial Group, LLC

15.00K

Jun 30, 26

0.05%

HAZLETT, BURT & WATSON, INC.

13.68K

Jun 30, 26

-40

0.04%

FSA Advisors, Inc.

13.56K

Jun 30, 26

+13.56K

0.04%

CAPTRUST FINANCIAL ADVISORS

13.47K

Jun 30, 26

+4.27K

0.04%

HRT FINANCIAL LP

13.30K

Jun 30, 26

+13.30K

0.04%

Concurrent Investment Advisors, LLC

13.26K

Jun 30, 26

+13.26K

0.04%

Baird Financial Group, Inc.

13.26K

Jun 30, 26

+13.26K

0.04%

WEDBUSH SECURITIES INC

13.23K

Jun 30, 26

-13.04K

0.04%

CREATIVE FINANCIAL DESIGNS INC /ADV

12.90K

Jun 30, 26

+3.91K

0.04%

HighTower Advisors, LLC

12.49K

Jun 30, 26

+2.12K

0.04%

Toroso Investments, LLC

12.47K

Jun 30, 26

+12.47K

0.04%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

12.09K

Jun 30, 26

+12.09K

0.04%

Cresset Asset Management, LLC

11.76K

Jun 30, 26

+1.98K

0.04%

Beacon Pointe Advisors, LLC

11.07K

Jun 30, 26

+11.07K

0.04%

CIBC WORLD MARKET INC.

10.75K

Jun 30, 26

+10.75K

0.04%

Integrated Wealth Concepts LLC

10.06K

Jun 30, 26

+10.06K

0.03%

Avestar Capital, LLC

9.85K

Jun 30, 26

+9.85K

0.03%

Foundations Investment Advisors, LLC

9.85K

Jun 30, 26

+9.85K

0.03%

OPPENHEIMER & CO INC

8.25K

Jun 30, 26

+8.25K

0.03%

Colony Group, LLC

8.10K

Jun 30, 26

-4.38K

0.03%

SILVER OAK SECURITIES, INCORPORATED

7.80K

Jun 30, 26

+7.80K

0.03%

Farther Finance Advisors, LLC

7.00K

Jun 30, 26

+98

0.02%

NewEdge Advisors, LLC

6.81K

Jun 30, 26

+5.22K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

6.59K

Jun 30, 26

-370

0.02%

Thomas J. Herzfeld Advisors, Inc.

6.59K

Jun 30, 26

-76.22K

0.02%

Belvedere Trading LLC

5.50K

Jun 30, 26

+5.50K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

5.25K

Jun 30, 26

+5.25K

0.02%

Global Retirement Partners, LLC

4.85K

Jun 30, 26

+4.85K

0.02%

Newbridge Financial Services Group, Inc.

4.62K

Jun 30, 26

+4.30K

0.02%

BANK OF MONTREAL /CAN/

4.24K

Jun 30, 26

+4.24K

0.01%

EVOLUTION WEALTH MANAGEMENT INC.

3.96K

Jun 30, 26

+220

0.01%

ROYAL BANK OF CANADA

3.80K

Jun 30, 26

+2.36K

0.01%

IFP Advisors, Inc

3.60K

Jun 30, 26

-8.00K

0.01%

Westside Investment Management, Inc.

3.20K

Jun 30, 26

+3.20K

0.01%

GROUP ONE TRADING, L.P.

3.11K

Jun 30, 26

+3.11K

0.01%

Nova Wealth Management, Inc.

2.79K

Jun 30, 26

+2.79K

0.01%

Allworth Financial LP

2.44K

Jun 30, 26

+212

0.01%

BARTLETT & CO. WEALTH MANAGEMENT LLC

2.40K

Jun 30, 26

0.01%

COMPASS FINANCIAL MANAGEMENT LLC

2.40K

Jun 30, 26

+2.40K

0.01%

JPMORGAN CHASE & CO

1.88K

Jun 30, 26

+700

0.01%

SRS Capital Advisors, Inc.

1.81K

Jun 30, 26

+1.81K

0.01%

Clearstead Trust, LLC

1.73K

Jun 30, 26

+343

0.01%

HM PAYSON & CO

1.72K

Jun 30, 26

+1.72K

0.01%

MPWM ADVISORY SOLUTIONS, LLC

1.23K

Jun 30, 26

+1.00K

0.00%

Larson Financial Group LLC

1.16K

Jun 30, 26

0.00%

US BANCORP \DE\

1.00K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

980

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

910

Jun 30, 26

+910

0.00%

Financial Management Professionals, Inc.

800

Jun 30, 26

+800

0.00%

SOA Wealth Advisors, LLC.

700

Jun 30, 26

+500

0.00%

Millstone Evans Group, LLC

689

Jun 30, 26

+689

0.00%

NATIONAL BANK OF CANADA /FI/

686

Jun 30, 26

+386

0.00%

Burnham & Co LLC

640

Jun 30, 26

+640

0.00%

Avion Wealth

580

Jun 30, 26

+300

0.00%

MCF Advisors LLC

515

Jun 30, 26

+15

0.00%

Atlantic Union Bankshares Corp

506

Jun 30, 26

-572

0.00%

LRI Investments, LLC

500

Jun 30, 26

0.00%

Physician Wealth Advisors, Inc.

470

Jun 30, 26

0.00%

GHP Investment Advisors, Inc.

465

Jun 30, 26

+100

0.00%

SIGNATUREFD, LLC

435

Jun 30, 26

-75

0.00%

Steward Partners Investment Advisory, LLC

427

Jun 30, 26

+40

0.00%

Hickory Point Bank & Trust

400

Jun 30, 26

0.00%

PIN OAK INVESTMENT ADVISORS INC

380

Jun 30, 26

+380

0.00%

Murphy & Mullick Capital Management Corp

350

Jun 30, 26

0.00%

Highland Investment Advisors LLC

350

Jun 30, 26

+350

0.00%

TD Capital Management LLC

346

Jun 30, 26

0.00%

BOKF, NA

342

Jun 30, 26

+342

0.00%

Federation des caisses Desjardins du Quebec

330

Jun 30, 26

+235

0.00%

SHP Wealth Management

326

Jun 30, 26

0.00%

Mosley Wealth Management

309

Jun 30, 26

+309

0.00%

WELLS FARGO & COMPANY/MN

300

Jun 30, 26

-440

0.00%

Pinnacle Wealth Planning Services, Inc.

295

Jun 30, 26

0.00%

Buck Wealth Strategies, LLC

280

Jun 30, 26

+280

0.00%

HARBOUR INVESTMENTS, INC.

279

Jun 30, 26

+16

0.00%

Ankerstar Wealth, LLC

278

Jun 30, 26

+278

0.00%

Ritter Daniher Financial Advisory LLC / DE

250

Jun 30, 26

0.00%

Pacific Center for Financial Services

200

Jun 30, 26

0.00%

MATHER GROUP, LLC.

200

Jun 30, 26

-8.83K

0.00%

Triumph Capital Management

200

Jun 30, 26

+200

0.00%

Optiver Holding B.V.

191

Jun 30, 26

+191

0.00%

Continuum Advisory, LLC

179

Jun 30, 26

+179

0.00%

Cedar Mountain Advisors, LLC

175

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

170

Jun 30, 26

0.00%

SJS Investment Consulting Inc.

159

Jun 30, 26

+159

0.00%

JFS WEALTH ADVISORS, LLC

150

Jun 30, 26

-30

0.00%

ARMSTRONG ADVISORY GROUP, INC

142

Jun 30, 26

-44

0.00%

Markowski Investments

135

Jun 30, 26

+135

0.00%

MCGUIRE CAPITAL ADVISORS INC

104

Jun 30, 26

-17

0.00%

Trust Co

104

Jun 30, 26

0.00%

Steigerwald, Gordon & Koch Inc.

100

Jun 30, 26

0.00%

HHM Wealth Advisors, LLC

100

Jun 30, 26

0.00%

Lloyd Advisory Services, LLC.

100

Jun 30, 26

+100

0.00%

TOTH FINANCIAL ADVISORY CORP

100

Jun 30, 26

+100

0.00%

HighMark Wealth Management LLC

Jun 30, 26

+80

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

+30

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

+50

0.00%

Private Wealth Management Group, LLC

Jun 30, 26

0.00%

Vermillion Wealth Management, Inc.

Jun 30, 26

+42

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Atlantic Edge Private Wealth Management, LLC

Jun 30, 26

-15

0.00%

Darwin Wealth Management, LLC

Jun 30, 26

0.00%

Investors Research Corp

Jun 30, 26

0.00%

Spire Wealth Management

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Jun 30, 26

+30

0.00%

Hilton Head Capital Partners, LLC

Jun 30, 26

0.00%

TD Waterhouse Canada Inc.

Jun 30, 26

-225

0.00%

Tradewinds Capital Management, LLC

Jun 30, 26

0.00%

IFG Advisory, LLC

Jun 30, 26

+19

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Jun 30, 26

0.00%

KERR FINANCIAL PLANNING Corp

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

Jun 30, 26

-278

0.00%

AdvisorNet Financial, Inc

Jun 30, 26

0.00%

Coston, McIsaac & Partners

Jun 30, 26

-3.26K

Stone House Investment Management, LLC

Jun 30, 26

-100

Golden State Equity Partners

Jun 30, 26

-50

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Jun 30, 26

-14.03K

Visionary Wealth Advisors

Jun 30, 26

-7.63K

AMERIFLEX GROUP, INC.

Jun 30, 26

-100

Scarborough Advisors, LLC

Jun 30, 26

-189

Point72 Asset Management, L.P.

Jun 30, 26

-22.74K

VALLEY NATIONAL ADVISERS INC

Jun 30, 26

-75

BEACON INVESTMENT ADVISORY SERVICES, INC.

Jun 30, 26

-165

KESTRA PRIVATE WEALTH SERVICES, LLC

Jun 30, 26

-24.09K

JANE STREET GROUP, LLC

Jun 30, 26

-139.30K

Gibson Capital, LLC

Jun 30, 26

-10.00K

HOLLENCREST CAPITAL MANAGEMENT

Jun 30, 26

-10

MAI Capital Management

Jun 30, 26

-220

Advisory Services Network, LLC

Jun 30, 26

-2.52K

Western Wealth Management, LLC

Jun 30, 26

-494

Niles Investment Management, LLC

Jun 30, 26

-24.26K

ENVESTNET ASSET MANAGEMENT INC

Jun 30, 26

-63.38K

Pilgrim Partners Asia Pte Ltd

Jun 30, 26

-1.66K

Wall Street Financial Group, Inc.

Jun 30, 26

-39

Garden State Investment Advisory Services LLC

Jun 30, 26

-16.68K

Tower Research Capital LLC (TRC)

Jun 30, 26

-74

Catalytic Wealth RIA, LLC

Jun 30, 26

-18.00K

CIBC Bancorp USA Inc.

Jun 30, 26

-15.29K

Glass Jacobson Investment Advisors llc

Jun 30, 26

-100

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-80

WCG Wealth Advisors LLC

Jun 30, 26

-15.66K

Mariner, LLC

Jun 30, 26

-11.01K

Equitable Holdings, Inc.

Jun 30, 26

-10.63K

Chung Wu Investment Group, LLC

Jun 30, 26

-3.00K

MRP Capital Investments, LLC

Jun 30, 26

-200

Total Clarity Wealth Management, Inc.

Jun 30, 26

-20.25K

Newtyn Management, LLC

Jun 30, 26

-345.00K

Quantinno Capital Management LP

Jun 30, 26

-11.83K

Evanson Asset Management, LLC

7.50K

Mar 31, 26

-7.50K

0.02%

Sunbelt Securities, Inc.

900

Mar 31, 26

0.00%

Anchor Investment Management, LLC

640

Mar 31, 26

0.00%

CWM, LLC

570

Mar 31, 26

-630

0.00%

Anfield Capital Management, LLC

Mar 31, 26

+11

0.00%

CIBC Private Wealth Group, LLC

15.29K

Dec 31, 25

+15.29K

0.05%

Financial Advocates Investment Management

Sep 30, 25

-9.96K

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-6.64K

Sandy Spring Bank

Mar 31, 25

-607