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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Candriam S.C.A. | History | Added to | 59,500 | 35,127 | 0.16% | 0.0% | 1 | +33,800 | 131.52% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | No change | 600,617 | 23,700 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 380,112 | 14,999 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 286,022 | 11,286 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Yarbrough Capital, LLC | History | No change | 238,709 | 10,868 | 0.3% | 0.28% | 5 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 262,018 | 10,339 | 0.76% | 0.76% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Reduced | 188,920 | 8,601 | 3.31% | 3.11% | 7 | -612 | -0.32% | Q3 2026 | Oct 08, 2026 |
| MORGAN STANLEY | History | No change | 208,402 | 8,223 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 165,084 | 6,514 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | No change | 156,510 | 6,175 | 2.41% | 2.41% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GTS SECURITIES LLC | History | No change | 152,937 | 6,034 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 135,979 | 5,365 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 100,682 | 4,584 | 0.3% | 0.27% | 13 | -1,613 | -1.58% | Q3 2026 | Oct 08, 2026 |
| GERBER, LLC | History | Reduced | 91,865 | 4,182 | 1.9% | 1.72% | 14 | -842 | -0.91% | Q3 2026 | Oct 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 103,196 | 4,072 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 101,989 | 4,024 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 98,268 | 3,878 | 0.16% | 0.16% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paller Financial Services Inc | History | Added to | 72,989 | 3,323 | 2.55% | 2.11% | 18 | +1,503 | 2.1% | Q3 2026 | Oct 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 78,702 | 3,105 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 78,098 | 3,081 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL PLC | History | No change | 75,910 | 2,995 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 60,700 | 2,764 | 0.01% | 0.01% | 22 | -648 | -1.06% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 64,741 | 2,554 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthfront Advisers LLC | History | No change | 58,541 | 2,310 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Reduced | 42,293 | 1,925 | 0.02% | 0.02% | 25 | -1,834 | -4.16% | Q3 2026 | Oct 22, 2026 |
| NWAM LLC | History | No change | 48,242 | 1,903 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,420 | 1,476 | 0.0% | 0.0% | 27 | -2,870 | -8.13% | Q3 2026 | Nov 02, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 31,971 | 1,395 | 0.09% | 0.18% | 28 | -487 | -1.5% | Q3 2026 | Nov 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 31,806 | 1,255 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 31,300 | 1,235 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 31,188 | 1,231 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 30,461 | 1,201 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 30,031 | 1,185 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 29,070 | 1,147 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,437 | 1,096 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GoalVest Advisory LLC | History | Added to | 20,948 | 953 | 0.16% | 0.13% | 36 | +2,702 | 14.81% | Q3 2026 | Oct 02, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 20,275 | 923 | 0.69% | 0.6% | 37 | -130 | -0.64% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Added to | 20,159 | 917 | 0.0% | 0.0% | 38 | +21 | 0.1% | Q3 2026 | Nov 02, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 19,597 | 892 | 0.24% | 0.21% | 39 | -92 | -0.47% | Q3 2026 | Oct 15, 2026 |
| Waterloo Capital, L.P. | History | No change | 21,511 | 848 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trivium Point Advisory, LLC | History | No change | 19,547 | 771 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 19,272 | 760 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 18,987 | 749 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 15,689 | 714 | 0.15% | 0.16% | 44 | +1,991 | 14.53% | Q3 2026 | Oct 20, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 15,674 | 713 | 0.44% | — | 45 | +15,674 | New | Q3 2026 | Oct 20, 2026 |
| Private Advisor Group, LLC | History | No change | 16,304 | 643 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,757 | 626 | 0.0% | 0.0% | 47 | +989 | 7.75% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 14,196 | 560 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMC-Chicago, LLC | History | No change | 13,965 | 551 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,933 | 549 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,751 | 503 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,500 | 493 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 10,839 | 493 | 0.11% | 0.1% | 53 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| EdgeRock Capital LLC | History | Reduced | 9,953 | 453 | 0.1% | 0.09% | 54 | -421 | -4.06% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,430 | 451 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,238 | 443 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,617 | 437 | 0.03% | 0.03% | 57 | -200 | -2.04% | Q3 2026 | Oct 20, 2026 |
| Avior Wealth Management, LLC | History | New | 9,524 | 433 | 0.01% | — | 58 | +9,524 | New | Q3 2026 | Oct 13, 2026 |
| Turner Financial Group, Inc. | History | No change | 10,772 | 425 | 0.42% | 0.42% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 10,207 | 402 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,031 | 395 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBA Advisors LLC | History | Added to | 8,432 | 383 | 0.13% | 0.11% | 62 | +136 | 1.64% | Q3 2026 | Oct 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 9,706 | 382 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 8,390 | 381 | 0.07% | 0.06% | 64 | +719 | 9.37% | Q3 2026 | Nov 04, 2026 |
| Evanson Financial, LLC | History | No change | 8,000 | 364 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,131 | 360 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,101 | 359 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| StoneX Group Inc. | History | Reduced | 7,819 | 357 | 0.01% | 0.03% | 68 | -7,387 | -48.58% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,707 | 357 | 0.0% | 0.0% | 69 | +686 | 9.77% | Q3 2026 | Oct 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,760 | 353 | 0.01% | 0.01% | 70 | -97 | -1.23% | Q3 2026 | Oct 13, 2026 |
| EQ LLC | History | No change | 8,564 | 337 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,178 | 322 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 7,863 | 310 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| REYL & Cie S.A. | History | No change | 8,150 | 309 | 0.36% | 0.36% | 74 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,531 | 297 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 7,514 | 296 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 6,492 | 295 | 0.01% | — | 77 | +6,492 | New | Q3 2026 | Oct 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 7,303 | 288 | 0.15% | 0.15% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,265 | 286 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wedmont Private Capital | History | No change | 6,179 | 286 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PFG Advisors | History | Reduced | 6,176 | 281 | 0.01% | 0.03% | 81 | -8,003 | -56.44% | Q3 2026 | Oct 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 6,115 | 278 | 0.02% | 0.02% | 82 | -100 | -1.61% | Q3 2026 | Nov 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,016 | 276 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 6,849 | 270 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Clearstead Trust, LLC | History | No change | 6,725 | 265 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,618 | 255 | 0.0% | 0.0% | 86 | -160 | -2.77% | Q3 2026 | Oct 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,485 | 255 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Heritage Family Offices, LLP | History | No change | 5,530 | 251 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,374 | 244 | 0.0% | 0.0% | 89 | -258 | -4.58% | Q3 2026 | Oct 23, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,344 | 243 | 0.0% | 0.0% | 90 | +225 | 4.4% | Q3 2026 | Oct 16, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,132 | 241 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 6,069 | 239 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,004 | 236 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,935 | 234 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 5,555 | 219 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,409 | 213 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,532 | 206 | 0.0% | — | 97 | +4,532 | New | Q3 2026 | Oct 16, 2026 |
| Ignite Planners, LLC | History | New | 4,405 | 200 | 0.03% | — | 98 | +4,405 | New | Q3 2026 | Oct 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 4,339 | 171 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,688 | 167 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AE Wealth Management LLC | History | No change | 3,537 | 139 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,098 | 122 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,032 | 121 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 2,676 | 105 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 2,537 | 100 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,072 | 94 | 0.0% | 0.0% | 106 | -292 | -12.35% | Q3 2026 | Oct 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,381 | 93 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 1,944 | 88 | 0.04% | — | 109 | +1,944 | New | Q3 2026 | Oct 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,252 | 88 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,129 | 84 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 1,846 | 72 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 1,692 | 66 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,619 | 63 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,500 | 59 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,491 | 58 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James T. Borello RIA | History | No change | 1,169 | 53 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Copia Wealth Management | History | No change | 1,338 | 52 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bleichroeder LP | History | No change | 1,200 | 47 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,151 | 45 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 900 | 40 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,000 | 39 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthCollab, LLC | History | No change | 1,000 | 39 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GK Wealth Management LLC | History | New | 850 | 38 | 0.02% | — | 123 | +850 | New | Q3 2026 | Oct 09, 2026 |
| Financial Perspectives, Inc | History | Reduced | 816 | 37 | 0.01% | 0.01% | 125 | -173 | -17.49% | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 941 | 37 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 760 | 34 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 761 | 30 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 642 | 29 | 0.01% | 0.01% | 128 | -22 | -3.31% | Q3 2026 | Oct 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 623 | 28 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Banque Transatlantique SA | History | No change | 655 | 25 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 610 | 24 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Ancora Advisors LLC | History | No change | 600 | 23 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 562 | 22 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 509 | 20 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 432 | 19 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Darwin Wealth Management, LLC | History | No change | 504 | 19 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 377 | 17 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Vision Retirement, LLC | History | No change | 423 | 16 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Main Management LLC | History | No change | 368 | 15 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Activest Wealth Management | History | No change | 328 | 14 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 304 | 13 | 0.0% | — | 142 | +291 | 2238.46% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 350 | 13 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 284 | 12 | 0.0% | 0.0% | 143 | +6 | 2.16% | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 258 | 11 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 221 | 10 | 0.0% | 0.0% | 145 | -18 | -7.53% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 275 | 10 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 273 | 10 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 230 | 9 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 229 | 9 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 200 | 9 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 200 | 9 | 0.01% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bullock Wealth Management Group | History | No change | 206 | 9 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 180 | 8 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 200 | 7 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 112 | 5 | 0.0% | 0.0% | 155 | -103 | -47.91% | Q3 2026 | Oct 26, 2026 |
| First Command Advisory Services, Inc. | History | No change | 130 | 5 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 159 | -500 | -83.33% | Q3 2026 | Oct 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 105 | 4 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Main Street Group, LTD | History | No change | 100 | 4 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 112 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Life Planners | History | No change | 107 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 84 | 3 | 0.0% | — | 166 | +84 | New | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 67 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 70 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 50 | 2 | 0.0% | 0.0% | 167 | -150 | -75.0% | Q3 2026 | Oct 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 60 | 2 | 0.0% | 0.0% | 170 | -41 | -40.59% | Q3 2026 | Oct 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 56 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Purpose Unlimited Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 22 | 1 | 0.0% | — | 181 | +22 | New | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | No change | 19 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 49 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 31 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Wealth Partners | History | No change | 39 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | No change | 25 | 1 | 0.0% | — | 180 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Curran Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -30,691 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,530 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2026 | Oct 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 15, 2026 |
| Go Invest LLC | History | Added to | 17 | 0 | — | — | — | +3 | 21.43% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 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% | Q3 2026 | Oct 26, 2026 |
| Key FInancial Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lodestone Wealth Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Rossby Financial, LCC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strive Financial Group ,LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |