ARK ETF Trust - ARKG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 7,230,809 | 179,468 | 0.01% | 0.01% | 1 | +2,081,355 | 40.42% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,854,916 | 128,266 | 0.01% | 0.01% | 2 | +828,951 | 20.59% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,857,394 | 75,492 | 0.01% | 0.01% | 3 | +853,530 | 42.59% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,046,335 | 54,064 | 0.01% | 0.01% | 4 | +59,121 | 2.98% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 1,899,044 | 50,172 | 0.02% | 0.04% | 5 | -931,940 | -32.92% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,871,034 | 49,432 | 0.01% | 0.01% | 6 | +153,079 | 8.91% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,562,257 | 41,274 | 0.01% | 0.01% | 7 | -138,691 | -8.15% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,494,064 | 39,473 | 0.02% | 0.05% | 8 | -2,020,916 | -57.49% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 994,393 | 26,271 | 0.06% | 0.06% | 9 | +105,003 | 11.81% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 976,847 | 25,808 | 0.0% | 0.01% | 10 | -310,543 | -24.12% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 907,084 | 23,965 | 0.0% | 0.01% | 11 | -563,524 | -38.32% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 873,702 | 23,083 | 0.0% | 0.0% | 12 | -480,026 | -35.46% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 840,068 | 22,194 | 0.01% | 0.01% | 13 | +15,107 | 1.83% | Q1 2026 | May 06, 2026 |
| Jefferies Financial Group Inc. | History | New | 750,821 | 19,836 | 0.14% | — | 14 | +750,821 | New | Q1 2026 | May 07, 2026 |
| GFS Advisors, LLC | History | New | 186,809 | 12,615 | 1.61% | — | 15 | +186,809 | New | Q1 2026 | Apr 30, 2026 |
| Humankind Investments LLC | History | New | 386,000 | 10,198 | 5.82% | — | 16 | +386,000 | New | Q1 2026 | May 15, 2026 |
| 683 Capital Management, LLC | History | Added to | 350,000 | 9,247 | 0.48% | 0.32% | 17 | +100,000 | 40.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 311,290 | 8,224 | 0.01% | 0.01% | 18 | +4,451 | 1.45% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 250,000 | 6,605 | 0.0% | 0.0% | 19 | +200,000 | 400.0% | Q1 2026 | May 15, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 209,416 | 5,532 | 2.93% | 3.3% | 20 | +4,230 | 2.06% | Q1 2026 | Apr 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 188,591 | 4,982 | 0.55% | 0.57% | 21 | +3,035 | 1.64% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 182,587 | 4,823 | 0.0% | 0.0% | 22 | +30,105 | 19.74% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 152,062 | 4,017 | 0.02% | 0.02% | 23 | +20,939 | 15.97% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 143,434 | 3,789 | 0.01% | 0.01% | 24 | +62,411 | 77.03% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 137,582 | 3,634 | 0.02% | 0.03% | 25 | +2,483 | 1.84% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 134,009 | 3,548 | 0.0% | 0.01% | 26 | -402,149 | -75.01% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 130,856 | 3,457 | 0.01% | 0.01% | 27 | -10,836 | -7.65% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 122,863 | 3,246 | 0.08% | 0.04% | 28 | +65,881 | 115.62% | Q1 2026 | May 15, 2026 |
| Canal Insurance CO | History | No change | 120,000 | 3,178 | 0.68% | 0.84% | 29 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 88,371 | 2,713 | 0.01% | 0.01% | 30 | -22,698 | -20.44% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 101,872 | 2,691 | 0.0% | 0.0% | 31 | -2,023 | -1.95% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 100,775 | 2,662 | 0.0% | 0.0% | 32 | +1,973 | 2.0% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 86,634 | 2,289 | 0.01% | 0.01% | 33 | -4,612 | -5.05% | Q1 2026 | Apr 30, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | New | 85,164 | 2,250 | 0.17% | — | 34 | +85,164 | New | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 81,598 | 2,155 | 0.01% | 0.01% | 35 | +721 | 0.89% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 73,467 | 1,940 | 0.0% | 0.01% | 36 | -42,823 | -36.82% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 72,288 | 1,909 | 0.15% | 0.18% | 37 | -589 | -0.81% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 67,749 | 1,789 | 0.0% | 0.0% | 38 | -4,271 | -5.93% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 59,616 | 1,575 | 0.0% | 0.0% | 39 | +6,053 | 11.3% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 55,724 | 1,472 | 0.05% | 0.03% | 40 | +21,776 | 64.15% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 54,391 | 1,437 | 0.0% | 0.0% | 41 | +2,544 | 4.91% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 53,102 | 1,402 | 0.01% | 0.01% | 42 | +1,494 | 2.89% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 51,858 | 1,369 | 0.0% | 0.0% | 43 | -393,734 | -88.36% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 50,000 | 1,321 | 0.0% | 0.01% | 44 | -90,000 | -64.29% | Q1 2026 | May 13, 2026 |
| Moran Wealth Management, LLC | History | Added to | 49,204 | 1,299 | 0.04% | 0.02% | 45 | +21,811 | 79.62% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 47,800 | 1,262 | 0.0% | 0.01% | 46 | -169,900 | -78.04% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 47,616 | 1,258 | 0.0% | 0.0% | 47 | +7,786 | 19.55% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 42,876 | 1,241 | 0.01% | 0.01% | 48 | -250 | -0.58% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 45,861 | 1,211 | 0.0% | 0.0% | 49 | +28,765 | 168.26% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 44,621 | 1,178 | 0.0% | 0.0% | 50 | -8,569 | -16.11% | Q1 2026 | May 12, 2026 |
| HANOVER ADVISORS INC | History | Added to | 42,965 | 1,135 | 0.46% | 0.4% | 51 | +7,376 | 20.73% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 42,777 | 1,130 | 0.0% | 0.0% | 52 | +27,242 | 175.36% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL PLC | History | Reduced | 42,070 | 1,111 | 0.01% | 0.01% | 53 | -5,700 | -11.93% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,642 | 1,073 | 0.02% | 0.02% | 54 | +15,557 | 62.02% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 39,351 | 1,039 | 0.01% | 0.01% | 55 | -4,358 | -9.97% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 36,954 | 976 | 0.02% | 0.02% | 56 | +2,164 | 6.22% | Q1 2026 | Apr 10, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 36,100 | 953 | 0.0% | 0.0% | 57 | +7,900 | 28.01% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 35,059 | 926 | 0.0% | 0.0% | 58 | -282 | -0.8% | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 34,508 | 911 | 0.09% | 0.1% | 59 | -4,481 | -11.49% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,767 | 839 | 0.0% | 0.0% | 60 | +7,524 | 31.04% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,132 | 822 | 0.01% | 0.01% | 61 | +762 | 2.51% | Q1 2026 | Apr 14, 2026 |
| EFG International AG | History | Added to | 27,697 | 731 | 0.02% | 0.02% | 62 | +300 | 1.1% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 27,285 | 720 | 0.08% | 0.06% | 63 | +12,775 | 88.04% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 24,134 | 637 | 0.0% | — | 64 | +24,134 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 24,092 | 636 | 0.0% | 0.0% | 65 | +12,202 | 102.62% | Q1 2026 | Jun 02, 2026 |
| Lauer Wealth, LLC | History | No change | 22,643 | 629 | 0.5% | 0.52% | 66 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 22,113 | 603 | 0.49% | 0.51% | 67 | +1,310 | 6.3% | Q1 2026 | Apr 08, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 22,800 | 602 | 0.51% | 0.53% | 68 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,372 | 564 | 0.0% | 0.0% | 70 | +12,826 | 150.08% | Q1 2026 | Apr 30, 2026 |
| ORACLE INVESTMENT MANAGEMENT INC | History | No change | 19,500 | 564 | 0.34% | 0.34% | 69 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,144 | 558 | 0.0% | 0.0% | 71 | +605 | 2.95% | Q1 2026 | Apr 24, 2026 |
| McGuire Investment Group, LLC | History | Added to | 20,491 | 541 | 0.06% | 0.06% | 72 | +193 | 0.95% | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | Added to | 20,410 | 539 | 0.03% | 0.02% | 73 | +5,244 | 34.58% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,091 | 530 | 0.0% | 0.0% | 74 | +322 | 1.63% | Q1 2026 | Apr 15, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 18,683 | 493 | 0.16% | 0.17% | 75 | -178 | -0.94% | Q1 2026 | Apr 15, 2026 |
| JBF Capital, Inc. | History | No change | 18,000 | 475 | 0.07% | 0.08% | 76 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 17,138 | 452 | 0.01% | 0.01% | 77 | -2,669 | -13.48% | Q1 2026 | Apr 14, 2026 |
| DDD Partners, LLC | History | Reduced | 16,872 | 445 | 0.03% | 0.03% | 78 | -1,261 | -6.95% | Q1 2026 | Apr 28, 2026 |
| Prospect Financial Services LLC | History | No change | 16,554 | 437 | 0.27% | 0.28% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,596 | 426 | 0.0% | 0.0% | 80 | -25,460 | -62.01% | Q1 2026 | Apr 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,786 | 417 | 0.0% | 0.0% | 81 | -86,735 | -84.6% | Q1 2026 | Apr 16, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 12,920 | 388 | 0.14% | — | 82 | +12,920 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,450 | 381 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Added to | 14,271 | 377 | 0.01% | 0.01% | 84 | +389 | 2.8% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,771 | 363 | 0.0% | 0.01% | 85 | +1,345 | 10.82% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 13,579 | 358 | 0.06% | 0.06% | 86 | -2,364 | -14.83% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 13,222 | 349 | 0.01% | — | 87 | +13,222 | New | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 13,174 | 348 | 0.11% | 0.13% | 88 | -23 | -0.17% | Q1 2026 | Apr 24, 2026 |
| Next Capital Management LLC | History | No change | 13,046 | 344 | 0.1% | 0.12% | 89 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sierra Capital LLC | History | No change | 12,636 | 334 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 12,635 | 333 | 0.01% | 0.04% | 91 | -30,770 | -70.89% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 12,522 | 330 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Acorns Advisers, LLC | History | Added to | 12,178 | 322 | 0.0% | 0.0% | 93 | +1,528 | 14.35% | Q1 2026 | May 14, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | New | 12,000 | 317 | 0.09% | — | 94 | +12,000 | New | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | New | 11,502 | 303 | 0.01% | — | 95 | +11,502 | New | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Added to | 10,854 | 286 | 0.01% | 0.01% | 96 | +42 | 0.39% | Q1 2026 | May 04, 2026 |
| VANCE WEALTH, LLC | History | No change | 10,626 | 280 | 0.08% | 0.09% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 10,555 | 278 | 0.01% | 0.01% | 98 | +86 | 0.82% | Q1 2026 | Apr 08, 2026 |
| Quantitative Investment Management, LLC | History | New | 10,352 | 273 | 0.03% | — | 99 | +10,352 | New | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 9,921 | 262 | 0.02% | 0.02% | 100 | -3,433 | -25.71% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | New | 9,640 | 254 | 0.01% | — | 101 | +9,640 | New | Q1 2026 | May 08, 2026 |
| Cambridge Advisors Inc. | History | Added to | 9,293 | 245 | 0.05% | 0.05% | 102 | +1,031 | 12.48% | Q1 2026 | Apr 16, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 9,270 | 244 | 0.09% | 0.1% | 103 | +495 | 5.64% | Q1 2026 | Apr 23, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 8,457 | 235 | 0.1% | 0.11% | 104 | +259 | 3.16% | Q1 2026 | Apr 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 8,801 | 232 | 0.01% | 0.01% | 105 | +100 | 1.15% | Q1 2026 | May 11, 2026 |
| CREDIT AGRICOLE S A | History | New | 8,664 | 228 | 0.0% | — | 106 | +8,664 | New | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | New | 8,568 | 226 | 0.06% | — | 107 | +8,568 | New | Q1 2026 | Apr 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 8,350 | 220 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,199 | 216 | 0.0% | 0.0% | 109 | -577 | -6.57% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 7,756 | 204 | 0.0% | 0.0% | 110 | -2,910 | -27.28% | Q1 2026 | May 12, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 7,168 | 189 | 0.1% | 0.13% | 111 | +14 | 0.2% | Q1 2026 | Apr 30, 2026 |
| ARK Investment Management LLC | History | Added to | 6,773 | 178 | 0.0% | 0.0% | 112 | +1,744 | 34.68% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 6,327 | 167 | 0.0% | 0.0% | 113 | -1,502 | -19.19% | Q1 2026 | May 07, 2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | History | No change | 5,400 | 142 | 0.11% | 0.12% | 114 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 4,778 | 126 | 0.02% | 0.02% | 115 | -170 | -3.44% | Q1 2026 | Apr 15, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 4,766 | 125 | 0.03% | 0.03% | 116 | +532 | 12.56% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,389 | 89 | 0.0% | 0.0% | 117 | -58 | -1.68% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | No change | 3,236 | 85 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,052 | 80 | 0.0% | 0.0% | 119 | -50 | -1.61% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 2,936 | 77 | 0.0% | 0.0% | 120 | +875 | 42.46% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 2,606 | 75 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,835 | 74 | 0.0% | 0.0% | 122 | +741 | 35.39% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,720 | 71 | 0.0% | — | 123 | +2,720 | New | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | New | 2,160 | 57 | 0.01% | — | 124 | +2,160 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,099 | 55 | 0.0% | — | 125 | +2,099 | New | Q1 2026 | May 01, 2026 |
| Financial Perspectives, Inc | History | No change | 1,858 | 49 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,910 | 47 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Trust, LLC | History | Reduced | 1,631 | 43 | 0.01% | 0.03% | 128 | -4,681 | -74.16% | Q1 2026 | May 06, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,537 | 40 | 0.02% | 0.01% | 129 | +949 | 161.39% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Reduced | 1,410 | 37 | 0.0% | 0.0% | 130 | -109 | -7.18% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,395 | 36 | 0.0% | — | 132 | +1,395 | New | Q1 2026 | May 19, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 1,387 | 36 | 0.02% | — | 133 | +1,387 | New | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,380 | 36 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Scarborough Advisors, LLC | History | No change | 1,179 | 31 | 0.0% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,109 | 29 | 0.0% | 0.0% | 136 | -804 | -42.03% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,108 | 29 | 0.0% | 0.0% | 137 | +43 | 4.04% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,099 | 29 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,088 | 28 | 0.0% | 0.0% | 138 | +378 | 53.24% | Q1 2026 | May 08, 2026 |
| Family Manage LLC | History | No change | 1,095 | 28 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 1,000 | 28 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fulcrum Equity Management | History | New | 20,000 | 26 | 0.03% | — | 143 | +20,000 | New | Q1 2026 | Apr 02, 2026 |
| Ascentis Independent Advisors | History | New | 1,000 | 26 | 0.0% | — | 144 | +1,000 | New | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | No change | 1,012 | 26 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,000 | 26 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AE Wealth Management LLC | History | Added to | 979 | 25 | 0.0% | 0.0% | 145 | +575 | 142.33% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 843 | 22 | 0.0% | 0.0% | 146 | -100 | -10.6% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 839 | 22 | 0.0% | 0.0% | 148 | -100 | -10.65% | Q1 2026 | Apr 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 869 | 22 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 803 | 21 | 0.0% | 0.0% | 150 | -147 | -15.47% | Q1 2026 | Jun 02, 2026 |
| AdvisorNet Financial, Inc | History | No change | 825 | 21 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bleichroeder LP | History | No change | 825 | 21 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 770 | 20 | 0.0% | — | 155 | +770 | New | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 768 | 20 | 0.0% | 0.0% | 154 | +10 | 1.32% | Q1 2026 | May 15, 2026 |
| Osbon Capital Management LLC | History | No change | 776 | 20 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | No change | 759 | 20 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 728 | 19 | 0.04% | 0.05% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 695 | 18 | 0.0% | 0.0% | 157 | +100 | 16.81% | Q1 2026 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 704 | 18 | 0.02% | 0.02% | 159 | -12 | -1.68% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | No change | 700 | 18 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fairscale Capital, LLC | History | No change | 642 | 16 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hyposwiss Advisors SA | History | No change | 631 | 16 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | Added to | 600 | 15 | 0.0% | 0.0% | 162 | +300 | 100.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 567 | 15 | 0.0% | 0.0% | 163 | -100 | -14.99% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 538 | 14 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 500 | 13 | 0.0% | — | 166 | +500 | New | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 500 | 13 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 481 | 12 | 0.01% | — | 169 | +481 | New | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Added to | 476 | 12 | 0.0% | 0.0% | 167 | +169 | 55.05% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 430 | 12 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 431 | 11 | 0.0% | 0.0% | 170 | +396 | 1131.43% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 382 | 10 | 0.0% | 0.0% | 173 | -574 | -60.04% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 348 | 10 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Paladin Advisory Group, LLC | History | No change | 400 | 10 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 375 | 9 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 351 | 9 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caitlin John, LLC | History | No change | 370 | 9 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 325 | 8 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 310 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pacific Center for Financial Services | History | No change | 332 | 8 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 304 | 8 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| EMC Capital Management | History | No change | 278 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 338 | 8 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Banque Transatlantique SA | History | No change | 326 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 301 | 7 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | No change | 277 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | No change | 253 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 191 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Decker Retirement Planning Inc. | History | New | 163 | 4 | 0.0% | — | 190 | +163 | New | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 168 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | Reduced | 136 | 3 | 0.0% | 0.0% | 192 | -1,200 | -89.82% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 150 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 115 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 120 | 3 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Main Street Group, LTD | History | New | 106 | 2 | 0.0% | — | 202 | +106 | New | Q1 2026 | May 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | New | 100 | 2 | 0.01% | — | 201 | +100 | New | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | Reduced | 89 | 2 | 0.0% | 0.0% | 199 | -26 | -22.61% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 113 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | No change | 104 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 75 | 1 | 0.0% | — | 203 | +55 | 275.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 50 | 1 | 0.0% | — | 215 | +50 | New | Q1 2026 | Apr 30, 2026 |
| BALLAST ADVISORS LLC | History | New | 20 | 1 | 0.0% | — | 216 | +20 | New | Q1 2026 | May 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 58 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 50 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Silicon Valley Capital Partners | History | No change | 62 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Key FInancial Inc | History | No change | 55 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 70 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 74 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Motiv8 Investments LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 4.95% | — | -8,342,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -206,252 | -100.0% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -94,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -77,072 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -76,000 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -63,436 | -100.0% | Q1 2026 | May 13, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -34,397 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,278 | -100.0% | Q1 2026 | May 14, 2026 |
| Florin Court Capital LLP | History | Closed out | 0 | 0 | — | 1.19% | — | -29,500 | -100.0% | Q1 2026 | May 06, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -28,765 | -100.0% | Q1 2026 | May 07, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -25,507 | -100.0% | Q1 2026 | May 04, 2026 |
| Intrua Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,290 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,558 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -13,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Vienna Asset Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,000 | -100.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -9,343 | -100.0% | Q1 2026 | May 15, 2026 |
| West Tower Group, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -9,300 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,210 | -100.0% | Q1 2026 | Apr 27, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,746 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -8,067 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,651 | -100.0% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,058 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Eddie Patel Inc | History | Closed out | 0 | 0 | — | 0.15% | — | -7,020 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,747 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,928 | -100.0% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,137 | -100.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 27 | 0 | — | 0.0% | — | -365 | -93.11% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -337 | -100.0% | Q1 2026 | May 06, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -181 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 37 | 0 | — | 0.0% | — | -97 | -72.39% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -59 | -79.73% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Ascentis Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SWAN Capital LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |