ARK ETF Trust - ARKF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 600,617 | 23,700 | 0.01% | 0.01% | 1 | +36,879 | 6.54% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 380,112 | 14,999 | 0.0% | 0.0% | 2 | -9,836 | -2.52% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 286,022 | 11,286 | 0.0% | 0.0% | 3 | +214,270 | 298.63% | Q2 2026 | Sep 02, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 262,018 | 10,339 | 0.76% | 0.75% | 4 | +16,380 | 6.67% | Q2 2026 | Aug 06, 2026 |
| Yarbrough Capital, LLC | History | No change | 238,709 | 9,419 | 0.28% | 0.32% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | Reduced | 208,402 | 8,223 | 0.0% | 0.0% | 6 | -31,414 | -13.1% | Q2 2026 | Aug 13, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 189,532 | 7,478 | 3.11% | 3.75% | 7 | +3,268 | 1.75% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 165,084 | 6,514 | 0.01% | 0.01% | 8 | -4,666 | -2.75% | Q2 2026 | Aug 12, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 156,510 | 6,175 | 2.41% | 2.57% | 9 | +15,408 | 10.92% | Q2 2026 | Jul 30, 2026 |
| GTS SECURITIES LLC | History | Added to | 152,937 | 6,034 | 0.13% | 0.19% | 10 | +9,255 | 6.44% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 135,979 | 5,365 | 0.0% | 0.0% | 11 | -4,736 | -3.37% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 103,196 | 4,072 | 0.0% | 0.0% | 12 | +3,775 | 3.8% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 102,295 | 4,036 | 0.27% | 0.3% | 13 | -526 | -0.51% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 101,989 | 4,024 | 0.0% | 0.01% | 14 | +6,302 | 6.59% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 98,268 | 3,878 | 0.16% | 0.1% | 15 | +11,825 | 13.68% | Q2 2026 | Aug 14, 2026 |
| GERBER, LLC | History | No change | 92,707 | 3,658 | 1.72% | 1.97% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 78,702 | 3,105 | 0.0% | 0.0% | 17 | -2,122 | -2.63% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 78,098 | 3,081 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL PLC | History | Reduced | 75,910 | 2,995 | 0.02% | 0.02% | 19 | -18,900 | -19.93% | Q2 2026 | Aug 13, 2026 |
| Paller Financial Services Inc | History | Added to | 71,486 | 2,820 | 2.11% | 2.2% | 20 | +1,377 | 1.96% | Q2 2026 | Jul 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,741 | 2,554 | 0.0% | 0.0% | 21 | +29,722 | 84.87% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 64,114 | 2,436 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,348 | 2,421 | 0.01% | 0.01% | 23 | -4,088 | -6.25% | Q2 2026 | Jul 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 58,541 | 2,310 | 0.0% | 0.0% | 24 | +1,387 | 2.43% | Q2 2026 | Aug 07, 2026 |
| NWAM LLC | History | Reduced | 48,242 | 1,903 | 0.1% | 0.11% | 25 | -231 | -0.48% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | Reduced | 44,127 | 1,741 | 0.02% | 0.02% | 26 | -1,281 | -2.82% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,290 | 1,392 | 0.0% | 0.0% | 27 | -15,062 | -29.91% | Q2 2026 | Jul 29, 2026 |
| M Holdings Securities, Inc. | History | Added to | 32,458 | 1,283 | 0.18% | 0.09% | 28 | +1,499 | 4.84% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 31,806 | 1,255 | 0.0% | 0.0% | 29 | -9,596 | -23.18% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 31,300 | 1,235 | 0.0% | 0.0% | 30 | +7,700 | 32.63% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 31,188 | 1,231 | 0.0% | 0.0% | 31 | -10,168 | -24.59% | Q2 2026 | Aug 14, 2026 |
| Curran Financial Partners, LLC | History | Added to | 30,691 | 1,211 | 0.18% | 0.14% | 32 | +10,040 | 48.62% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,461 | 1,201 | 0.01% | 0.01% | 33 | +2,873 | 10.41% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | New | 30,031 | 1,185 | 0.03% | — | 34 | +30,031 | New | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 29,070 | 1,147 | 0.0% | 0.0% | 35 | -100 | -0.34% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 27,437 | 1,096 | 0.0% | 0.0% | 36 | +5,163 | 23.18% | Q2 2026 | Aug 12, 2026 |
| Candriam S.C.A. | History | No change | 25,700 | 1,013 | 0.0% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterloo Capital, L.P. | History | New | 21,511 | 848 | 0.05% | — | 38 | +21,511 | New | Q2 2026 | Jul 29, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 20,405 | 805 | 0.6% | 0.67% | 39 | -5 | -0.02% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | Reduced | 20,138 | 794 | 0.0% | 0.0% | 40 | -578 | -2.79% | Q2 2026 | Aug 13, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 19,689 | 776 | 0.21% | 0.24% | 41 | -200 | -1.01% | Q2 2026 | Jul 13, 2026 |
| Trivium Point Advisory, LLC | History | New | 19,547 | 771 | 0.07% | — | 42 | +19,547 | New | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 19,272 | 760 | 0.02% | 0.02% | 43 | -1,955 | -9.21% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | Reduced | 18,987 | 749 | 0.0% | 0.0% | 44 | -12,319 | -39.35% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | New | 18,246 | 719 | 0.13% | — | 45 | +18,246 | New | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,304 | 643 | 0.0% | 0.0% | 46 | +4,368 | 36.6% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | Added to | 15,206 | 626 | 0.03% | 0.02% | 47 | +7,451 | 96.08% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,196 | 560 | 0.0% | 0.0% | 48 | -1,397 | -8.96% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | Reduced | 14,179 | 559 | 0.03% | 0.5% | 49 | -255,644 | -94.75% | Q2 2026 | Jul 16, 2026 |
| IMC-Chicago, LLC | History | Reduced | 13,965 | 551 | 0.0% | 0.0% | 50 | -776 | -5.26% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,933 | 549 | 0.01% | 0.01% | 51 | -1,246 | -8.21% | Q2 2026 | Aug 10, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 13,698 | 540 | 0.16% | 0.18% | 52 | +422 | 3.18% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,768 | 503 | 0.0% | 0.0% | 54 | -612 | -4.57% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,751 | 503 | 0.0% | 0.0% | 53 | +482 | 3.93% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 12,500 | 493 | 0.0% | — | 55 | +12,500 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 11,430 | 451 | 0.0% | 0.0% | 56 | -7,839 | -40.68% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | New | 11,238 | 443 | 0.0% | — | 57 | +11,238 | New | Q2 2026 | Aug 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 10,839 | 427 | 0.1% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Turner Financial Group, Inc. | History | New | 10,772 | 425 | 0.42% | — | 59 | +10,772 | New | Q2 2026 | Aug 14, 2026 |
| EdgeRock Capital LLC | History | Added to | 10,374 | 409 | 0.09% | 0.11% | 60 | +70 | 0.68% | Q2 2026 | Jul 24, 2026 |
| HRT FINANCIAL LP | History | New | 10,207 | 402 | 0.0% | — | 61 | +10,207 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,031 | 395 | 0.0% | 0.0% | 62 | -2,738 | -21.44% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,817 | 387 | 0.03% | 0.03% | 63 | +252 | 2.63% | Q2 2026 | Jul 28, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 9,706 | 382 | 0.0% | 0.01% | 64 | -387 | -3.83% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,131 | 360 | 0.0% | 0.0% | 65 | -13,912 | -60.37% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,101 | 359 | 0.0% | 0.0% | 66 | -332 | -3.52% | Q2 2026 | Jul 29, 2026 |
| EQ LLC | History | No change | 8,564 | 337 | 0.08% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MBA Advisors LLC | History | Added to | 8,296 | 327 | 0.11% | 0.12% | 68 | +214 | 2.65% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,178 | 322 | 0.0% | 0.0% | 69 | -521 | -5.99% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | New | 8,000 | 315 | 0.02% | — | 70 | +8,000 | New | Q2 2026 | Jul 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,857 | 310 | 0.01% | 0.03% | 71 | -14,225 | -64.42% | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | New | 7,863 | 310 | 0.0% | — | 72 | +7,863 | New | Q2 2026 | Aug 27, 2026 |
| Evanson Asset Management, LLC | History | No change | 8,000 | 304 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pinion Investment Advisors, LLC | History | New | 7,671 | 302 | 0.06% | — | 74 | +7,671 | New | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,531 | 297 | 0.0% | 0.0% | 75 | -382 | -4.83% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 7,514 | 296 | 0.03% | 0.04% | 76 | -1,113 | -12.9% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,021 | 292 | 0.0% | 0.0% | 77 | -410 | -5.52% | Q2 2026 | Jul 15, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | New | 7,303 | 288 | 0.15% | — | 78 | +7,303 | New | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,265 | 286 | 0.0% | 0.0% | 79 | +100 | 1.4% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,016 | 276 | 0.0% | 0.0% | 80 | -1,657 | -19.11% | Q2 2026 | Aug 12, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 6,849 | 270 | 0.14% | 0.15% | 81 | -3 | -0.04% | Q2 2026 | Aug 24, 2026 |
| Clearstead Trust, LLC | History | No change | 6,725 | 265 | 0.03% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wedmont Private Capital | History | No change | 6,179 | 257 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 6,485 | 255 | 0.0% | 0.0% | 84 | -1,039 | -13.81% | Q2 2026 | Sep 08, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 6,215 | 245 | 0.02% | 0.03% | 85 | -175 | -2.74% | Q2 2026 | Jul 30, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,132 | 241 | 0.11% | 0.1% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 6,069 | 239 | 0.03% | — | 87 | +6,069 | New | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 6,004 | 236 | 0.0% | 0.0% | 88 | -688 | -10.28% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,935 | 234 | 0.02% | 0.02% | 89 | -121 | -2.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,778 | 227 | 0.0% | 0.0% | 90 | +282 | 5.13% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,632 | 222 | 0.0% | 0.0% | 91 | +100 | 1.81% | Q2 2026 | Jul 29, 2026 |
| Caprock Group, LLC | History | No change | 5,555 | 219 | 0.0% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Family Offices, LLP | History | New | 5,530 | 218 | 0.08% | — | 93 | +5,530 | New | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 5,530 | 218 | 0.08% | — | 94 | +5,530 | New | Q2 2026 | Jul 06, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 5,409 | 213 | 0.0% | 0.0% | 95 | -88 | -1.6% | Q2 2026 | Aug 18, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,119 | 202 | 0.0% | 0.0% | 96 | -100 | -1.92% | Q2 2026 | Jul 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 4,339 | 171 | 0.05% | 0.09% | 97 | -2,953 | -40.5% | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,688 | 145 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,537 | 139 | 0.0% | 0.0% | 99 | -1,469 | -29.34% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,098 | 122 | 0.0% | 0.0% | 100 | -749 | -19.47% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,032 | 121 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Reduced | 2,676 | 105 | 0.0% | 0.0% | 102 | -1,050 | -28.18% | Q2 2026 | Aug 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 2,537 | 100 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 2,381 | 93 | 0.02% | — | 105 | +2,381 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,364 | 93 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,252 | 88 | 0.0% | 0.0% | 106 | -8 | -0.35% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2,129 | 84 | 0.01% | 0.01% | 107 | -144 | -6.34% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,692 | 66 | 0.0% | 0.0% | 108 | +622 | 58.13% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,619 | 63 | 0.0% | 0.0% | 109 | +173 | 11.96% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,500 | 59 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,491 | 58 | 0.0% | 0.0% | 111 | +633 | 73.78% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | Reduced | 1,338 | 52 | 0.03% | 0.04% | 112 | -204 | -13.23% | Q2 2026 | Aug 17, 2026 |
| Bleichroeder LP | History | No change | 1,200 | 47 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,151 | 45 | 0.0% | 0.0% | 114 | +300 | 35.25% | Q2 2026 | Aug 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,000 | 39 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Perspectives, Inc | History | No change | 989 | 39 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthCollab, LLC | History | No change | 1,000 | 39 | 0.01% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | New | 941 | 37 | 0.0% | — | 118 | +941 | New | Q2 2026 | Aug 06, 2026 |
| AlphaCore Capital LLC | History | No change | 900 | 35 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 761 | 30 | 0.0% | 0.0% | 120 | +651 | 591.82% | Q2 2026 | Aug 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 760 | 29 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 664 | 26 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Banque Transatlantique SA | History | No change | 655 | 25 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 623 | 24 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ancora Advisors LLC | History | No change | 600 | 23 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 600 | 23 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 580 | 22 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | No change | 562 | 22 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 509 | 20 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 504 | 19 | 0.01% | 0.01% | 130 | -225 | -30.86% | Q2 2026 | Jul 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 432 | 17 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vision Retirement, LLC | History | No change | 423 | 16 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Management LLC | History | No change | 368 | 15 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 377 | 14 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 350 | 13 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | No change | 328 | 12 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | New | 275 | 10 | 0.0% | — | 140 | +275 | New | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 273 | 10 | 0.0% | 0.0% | 139 | -103 | -27.39% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 278 | 10 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 258 | 10 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aberdeen Wealth Management LLC | History | New | 230 | 9 | 0.0% | — | 143 | +230 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 239 | 9 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Archer Investment Corp | History | No change | 229 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 215 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bullock Wealth Management Group | History | No change | 206 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 7 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 180 | 7 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 198 | 7 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 200 | 7 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 200 | 7 | 0.0% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 200 | 7 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 130 | 5 | 0.0% | — | 153 | +130 | New | Q2 2026 | Aug 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 136 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 105 | 4 | 0.0% | — | 156 | +105 | New | Q2 2026 | Aug 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 112 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Life Planners | History | No change | 107 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 101 | 3 | 0.0% | 0.0% | 160 | -74 | -42.29% | Q2 2026 | Jul 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Group, LTD | History | No change | 100 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 56 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 70 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Purpose Unlimited Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | New | 39 | 1 | 0.0% | — | 174 | +39 | New | Q2 2026 | Jul 27, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 50 | 1 | 0.0% | 0.0% | 173 | -21 | -29.58% | Q2 2026 | Jul 21, 2026 |
| BESSEMER GROUP INC | History | No change | 19 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 49 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 31 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,705 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.01% | — | -7,963 | -100.0% | Q2 2026 | Jul 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,357 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pavaki Capital Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,000 | -100.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,584 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,421 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,377 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,556 | -100.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,119 | -100.0% | Q2 2026 | Jul 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -859 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Merkkuri Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -603 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -585 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -394 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q2 2026 | Jul 28, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Added to | 12 | 0 | — | — | — | +11 | 1100.0% | Q2 2026 | Aug 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | Added to | 18 | 0 | — | — | — | +6 | 50.0% | Q2 2026 | Jul 30, 2026 |
| Go Invest LLC | History | Added to | 14 | 0 | — | — | — | +3 | 27.27% | Q2 2026 | Aug 05, 2026 |
| Strive Financial Group ,LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 14, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Key FInancial Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lodestone Wealth Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |