ARK ETF Trust - ARKQ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 703,382 | 79,095 | 0.01% | 0.01% | 1 | +54,675 | 8.43% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 542,509 | 61,005 | 0.0% | 0.0% | 2 | +106,449 | 24.41% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 527,052 | 59,267 | 0.02% | 0.01% | 3 | +103,435 | 24.42% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 317,159 | 35,664 | 0.01% | 0.01% | 4 | +11,763 | 3.85% | Q1 2026 | May 11, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 252,500 | 28,393 | 0.85% | 0.89% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 152,033 | 17,096 | 0.02% | 0.0% | 6 | +113,733 | 296.95% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 118,264 | 13,298 | 0.01% | 0.01% | 7 | +19,156 | 19.33% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 77,791 | 8,747 | 0.0% | 0.0% | 8 | +12,621 | 19.37% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 72,659 | 8,170 | 0.0% | 0.0% | 9 | -59,561 | -45.05% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 70,101 | 7,882 | 0.04% | 0.03% | 10 | +13,373 | 23.57% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 72,399 | 7,707 | 0.0% | 0.0% | 11 | +36,476 | 101.54% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 66,617 | 7,491 | 0.0% | 0.0% | 12 | +18,321 | 37.93% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 61,121 | 6,873 | 0.02% | 0.01% | 13 | +6,765 | 12.45% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 59,252 | 6,662 | 0.01% | 0.01% | 14 | +4,965 | 9.15% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 44,835 | 5,041 | 0.0% | 0.0% | 15 | -30,552 | -40.53% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 43,939 | 4,942 | 0.01% | 0.01% | 16 | +5,781 | 15.15% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 43,482 | 4,889 | 0.06% | 0.06% | 17 | -2,506 | -5.45% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 40,161 | 4,516 | 0.01% | 0.01% | 18 | +15,653 | 63.87% | Q1 2026 | May 14, 2026 |
| Aspire Capital Advisors LLC | History | New | 37,906 | 4,262 | 0.96% | — | 19 | +37,906 | New | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,590 | 4,114 | 0.0% | 0.0% | 20 | -903 | -2.41% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,103 | 3,834 | 0.01% | 0.01% | 21 | +9,910 | 40.96% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 33,915 | 3,813 | 0.0% | 0.0% | 22 | +23,750 | 233.64% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,637 | 3,782 | 0.01% | 0.01% | 23 | +2,434 | 7.8% | Q1 2026 | Apr 30, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 32,803 | 3,688 | 0.94% | 0.98% | 24 | -63 | -0.19% | Q1 2026 | Apr 15, 2026 |
| BIP Wealth, LLC | History | Added to | 30,909 | 3,475 | 0.14% | 0.12% | 25 | +343 | 1.12% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,854 | 3,469 | 0.0% | 0.0% | 26 | +1,836 | 6.33% | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 29,545 | 3,322 | 1.05% | 0.19% | 27 | +24,631 | 501.24% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,122 | 3,162 | 0.0% | 0.0% | 28 | +479 | 1.73% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 26,416 | 2,970 | 0.1% | 0.06% | 29 | +10,745 | 68.57% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 26,100 | 2,934 | 0.0% | 0.0% | 30 | -31,500 | -54.69% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 20,742 | 2,332 | 0.3% | 0.29% | 31 | +273 | 1.33% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | Reduced | 18,474 | 2,077 | 0.02% | 0.18% | 32 | -138,326 | -88.22% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,383 | 2,067 | 0.0% | 0.0% | 33 | +1,192 | 6.93% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL PLC | History | Reduced | 18,370 | 2,065 | 0.01% | 0.02% | 34 | -1,380 | -6.99% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,312 | 2,059 | 0.0% | 0.0% | 35 | -889 | -4.63% | Q1 2026 | May 05, 2026 |
| Wealth Management Partners, LLC | History | Added to | 17,446 | 1,961 | 0.56% | 0.53% | 36 | +1,237 | 7.63% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,097 | 1,922 | 0.01% | 0.01% | 37 | +1,569 | 10.1% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 16,706 | 1,878 | 0.0% | — | 38 | +16,706 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 15,009 | 1,687 | 0.0% | 0.0% | 39 | +1,736 | 13.08% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 14,972 | 1,683 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 14,748 | 1,658 | 0.04% | 0.01% | 41 | +9,763 | 195.85% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | New | 13,100 | 1,473 | 0.02% | — | 42 | +13,100 | New | Q1 2026 | May 05, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 12,304 | 1,383 | 0.13% | 0.14% | 43 | -959 | -7.23% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 12,291 | 1,382 | 0.03% | 0.03% | 44 | +1,183 | 10.65% | Q1 2026 | Apr 07, 2026 |
| AlTi Global, Inc. | History | No change | 12,192 | 1,371 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,170 | 1,368 | 0.0% | 0.0% | 46 | -964 | -7.34% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 10,762 | 1,210 | 0.0% | 0.0% | 47 | +1,461 | 15.71% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 9,595 | 1,078 | 0.05% | 0.04% | 48 | +1,725 | 21.92% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,923 | 1,003 | 0.01% | 0.01% | 49 | -723 | -7.5% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,907 | 1,001 | 0.01% | 0.0% | 50 | +6,881 | 339.63% | Q1 2026 | May 12, 2026 |
| Worthington Financial Partners, LLC | History | Reduced | 8,767 | 985 | 0.85% | 1.08% | 51 | -1,856 | -17.47% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,486 | 975 | 0.0% | 0.0% | 52 | +679 | 8.7% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,627 | 970 | 0.02% | 0.02% | 53 | +289 | 3.47% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,064 | 906 | 0.01% | 0.0% | 54 | +781 | 10.72% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,988 | 898 | 0.0% | 0.0% | 55 | +2,090 | 35.44% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,866 | 884 | 0.03% | 0.03% | 56 | -576 | -6.82% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Added to | 7,740 | 870 | 0.05% | 0.02% | 57 | +4,524 | 140.67% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 7,315 | 822 | 0.03% | — | 58 | +7,315 | New | Q1 2026 | May 14, 2026 |
| Parisi Gray Wealth Management | History | New | 7,218 | 811 | 0.19% | — | 59 | +7,218 | New | Q1 2026 | Apr 08, 2026 |
| EFG International AG | History | Added to | 6,968 | 780 | 0.02% | 0.02% | 60 | +123 | 1.8% | Q1 2026 | May 15, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 6,777 | 762 | 0.24% | 0.24% | 61 | -50 | -0.73% | Q1 2026 | Apr 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 6,429 | 722 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,394 | 719 | 0.02% | 0.0% | 63 | +6,380 | 45571.43% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,286 | 719 | 0.01% | 0.01% | 64 | +349 | 5.88% | Q1 2026 | Apr 07, 2026 |
| VestGen Advisors, LLC | History | Added to | 5,213 | 706 | 0.02% | 0.02% | 65 | +421 | 8.79% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | New | 5,912 | 664 | 0.18% | — | 67 | +5,912 | New | Q1 2026 | May 04, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 5,906 | 664 | 0.04% | 0.05% | 66 | -1,080 | -15.46% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,806 | 652 | 0.02% | 0.02% | 68 | +2,916 | 100.9% | Q1 2026 | May 19, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 5,779 | 649 | 0.22% | 0.23% | 69 | -2 | -0.03% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Reduced | 5,572 | 626 | 0.02% | 0.02% | 70 | -579 | -9.41% | Q1 2026 | May 13, 2026 |
| Antonelli Financial Advisors, LLC | History | New | 5,513 | 620 | 0.43% | — | 71 | +5,513 | New | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,438 | 611 | 0.0% | 0.0% | 72 | +630 | 13.1% | Q1 2026 | May 14, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 5,432 | 610 | 0.31% | 0.26% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,292 | 595 | 0.01% | 0.01% | 74 | -935 | -15.02% | Q1 2026 | Apr 23, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 4,399 | 573 | 0.21% | 0.23% | 75 | -468 | -9.62% | Q1 2026 | May 08, 2026 |
| Clearstead Trust, LLC | History | No change | 5,084 | 571 | 0.09% | 0.09% | 76 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,006 | 562 | 0.0% | 0.0% | 77 | -408 | -7.54% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,939 | 555 | 0.02% | 0.01% | 78 | +2,368 | 92.1% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,912 | 552 | 0.03% | 0.02% | 79 | +1,720 | 53.88% | Q1 2026 | Apr 23, 2026 |
| Tacita Capital Inc | History | Reduced | 4,750 | 534 | 0.32% | 0.35% | 80 | -550 | -10.38% | Q1 2026 | May 07, 2026 |
| One Capital Management, LLC | History | Reduced | 4,685 | 526 | 0.01% | 0.02% | 81 | -1,465 | -23.82% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,371 | 491 | 0.0% | 0.0% | 82 | +1,586 | 56.95% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 4,365 | 490 | 0.01% | 0.01% | 83 | +85 | 1.99% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,164 | 477 | 0.0% | 0.0% | 84 | +1,856 | 80.42% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,221 | 474 | 0.02% | 0.03% | 85 | -2,375 | -36.01% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Added to | 4,134 | 464 | 0.0% | 0.0% | 86 | +403 | 10.8% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,979 | 447 | 0.01% | 0.01% | 87 | -311 | -7.25% | Q1 2026 | Apr 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,964 | 445 | 0.02% | 0.01% | 88 | +1,952 | 97.02% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,916 | 440 | 0.01% | 0.01% | 90 | +226 | 6.12% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 3,918 | 440 | 0.01% | 0.01% | 89 | +180 | 4.82% | Q1 2026 | Apr 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,869 | 435 | 0.05% | 0.03% | 91 | +1,386 | 55.82% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,817 | 429 | 0.01% | 0.01% | 93 | +1,213 | 46.58% | Q1 2026 | Apr 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,821 | 429 | 0.01% | 0.01% | 92 | +233 | 6.49% | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,785 | 425 | 0.0% | 0.0% | 94 | -2,060 | -35.24% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,638 | 409 | 0.01% | 0.01% | 95 | +47 | 1.31% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,615 | 406 | 0.13% | 0.14% | 96 | -24 | -0.66% | Q1 2026 | Apr 24, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,593 | 404 | 0.03% | 0.03% | 97 | +501 | 16.2% | Q1 2026 | Apr 08, 2026 |
| Copia Wealth Management | History | Reduced | 3,450 | 387 | 0.27% | 0.38% | 98 | -1,236 | -26.38% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Added to | 3,313 | 372 | 0.02% | 0.02% | 99 | +325 | 10.88% | Q1 2026 | Apr 27, 2026 |
| ATX Financial Planning, LLC | History | Added to | 3,267 | 367 | 0.28% | 0.17% | 100 | +1,360 | 71.32% | Q1 2026 | Apr 30, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 3,258 | 366 | 0.15% | 0.07% | 101 | +1,547 | 90.41% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,150 | 354 | 0.0% | 0.0% | 102 | -57 | -1.78% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,102 | 348 | 0.01% | 0.01% | 103 | +133 | 4.48% | Q1 2026 | Apr 07, 2026 |
| CreativeOne Wealth, LLC | History | New | 3,094 | 347 | 0.01% | — | 104 | +3,094 | New | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | New | 3,075 | 345 | 0.02% | — | 105 | +3,075 | New | Q1 2026 | May 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 2,991 | 336 | 0.07% | 0.06% | 106 | +533 | 21.68% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 2,917 | 333 | 0.02% | 0.02% | 107 | -299 | -9.3% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,935 | 330 | 0.0% | 0.01% | 108 | -1,729 | -37.07% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Added to | 2,884 | 324 | 0.0% | 0.0% | 109 | +30 | 1.05% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,801 | 315 | 0.0% | — | 111 | +2,801 | New | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 2,810 | 315 | 0.0% | 0.0% | 110 | +571 | 25.5% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 2,798 | 314 | 0.02% | 0.02% | 113 | -125 | -4.28% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 2,800 | 314 | 0.05% | 0.07% | 112 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | Added to | 2,763 | 310 | 0.0% | 0.0% | 114 | +985 | 55.4% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 2,709 | 304 | 0.15% | 0.09% | 115 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2,703 | 303 | 0.05% | 0.04% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triton Financial Group Inc | History | New | 2,612 | 296 | 0.52% | — | 117 | +2,612 | New | Q1 2026 | May 15, 2026 |
| ARWA LLC | History | New | 2,512 | 296 | 0.15% | — | 118 | +2,512 | New | Q1 2026 | Apr 13, 2026 |
| Savant Capital, LLC | History | New | 2,601 | 292 | 0.0% | — | 119 | +2,601 | New | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,567 | 288 | 0.0% | — | 121 | +2,567 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 2,520 | 288 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 2,557 | 287 | 0.13% | 0.14% | 122 | -4 | -0.16% | Q1 2026 | Apr 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,313 | 285 | 0.01% | — | 123 | +2,313 | New | Q1 2026 | May 01, 2026 |
| Belvedere Trading LLC | History | Reduced | 2,533 | 284 | 0.0% | 0.0% | 124 | -8,380 | -76.79% | Q1 2026 | May 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 2,529 | 284 | 0.02% | 0.04% | 126 | -2,183 | -46.33% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,533 | 284 | 0.01% | 0.0% | 125 | +1,766 | 230.25% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,525 | 283 | 0.01% | 0.01% | 127 | -25 | -0.98% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,485 | 279 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 2,399 | 269 | 0.06% | 0.06% | 129 | +113 | 4.94% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,371 | 266 | 0.0% | 0.0% | 130 | +233 | 10.9% | Q1 2026 | May 15, 2026 |
| GERBER, LLC | History | Reduced | 2,337 | 262 | 0.15% | 0.15% | 131 | -57 | -2.38% | Q1 2026 | Apr 22, 2026 |
| E&G Advisors, LP | History | Added to | 2,327 | 261 | 0.06% | 0.05% | 132 | +387 | 19.95% | Q1 2026 | Apr 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 2,245 | 252 | 0.03% | — | 133 | +2,245 | New | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 2,230 | 250 | 0.01% | — | 135 | +2,230 | New | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,916 | 250 | 0.01% | 0.01% | 134 | +14 | 0.74% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,200 | 247 | 0.0% | 0.0% | 136 | +450 | 25.71% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,301 | 244 | 0.02% | 0.01% | 137 | -243 | -9.55% | Q1 2026 | Apr 24, 2026 |
| Claro Advisors Inc. | History | Reduced | 2,178 | 244 | 0.03% | 0.03% | 138 | -20 | -0.91% | Q1 2026 | Apr 21, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,165 | 244 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| World Investment Advisors | History | Added to | 2,165 | 243 | 0.0% | 0.0% | 140 | +280 | 14.85% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,156 | 242 | 0.0% | 0.0% | 141 | +34 | 1.6% | Q1 2026 | May 18, 2026 |
| Lauer Wealth, LLC | History | No change | 2,022 | 242 | 0.19% | 0.19% | 142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,125 | 238 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,061 | 232 | 0.01% | 0.01% | 144 | +492 | 31.36% | Q1 2026 | May 18, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 1,902 | 231 | 0.1% | 0.1% | 145 | -10 | -0.52% | Q1 2026 | Apr 15, 2026 |
| Hobart Private Capital, LLC | History | New | 2,023 | 227 | 0.04% | — | 147 | +2,023 | New | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 2,023 | 227 | 0.0% | 0.0% | 146 | +74 | 3.8% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | No change | 2,014 | 226 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 2,000 | 224 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fairscale Capital, LLC | History | No change | 1,999 | 224 | 0.15% | 0.15% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 1,889 | 223 | 0.01% | — | 152 | +1,889 | New | Q1 2026 | Apr 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,950 | 223 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 1,944 | 218 | 0.0% | 0.0% | 153 | -959 | -33.03% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 1,924 | 216 | 0.0% | 0.0% | 154 | +2 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Southeast Asset Advisors, LLC | History | New | 1,915 | 215 | 0.02% | — | 155 | +1,915 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 1,886 | 212 | 0.0% | 0.0% | 156 | -254 | -11.87% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | New | 1,882 | 211 | 0.0% | — | 157 | +1,882 | New | Q1 2026 | May 01, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 1,788 | 205 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | New | 1,784 | 200 | 0.04% | — | 159 | +1,784 | New | Q1 2026 | Apr 16, 2026 |
| Triumph Capital Management | History | Added to | 1,719 | 193 | 0.04% | 0.04% | 160 | +41 | 2.44% | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,699 | 191 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,550 | 174 | 0.0% | 0.0% | 162 | +583 | 60.29% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,406 | 158 | 0.0% | 0.0% | 163 | +1,361 | 3024.44% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,300 | 146 | 0.0% | 0.0% | 164 | -45 | -3.35% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,151 | 129 | 0.0% | 0.0% | 165 | +53 | 4.83% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,125 | 128 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,133 | 127 | 0.0% | 0.0% | 167 | +32 | 2.91% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 1,067 | 119 | 0.0% | 0.0% | 168 | +364 | 51.78% | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 990 | 111 | 0.06% | 0.08% | 169 | -248 | -20.03% | Q1 2026 | May 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 971 | 109 | 0.05% | — | 171 | +971 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 975 | 109 | 0.0% | 0.0% | 170 | +453 | 86.78% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 942 | 105 | 0.0% | 0.0% | 172 | +364 | 62.98% | Q1 2026 | May 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 903 | 101 | 0.01% | 0.01% | 173 | +89 | 10.93% | Q1 2026 | Apr 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 797 | 89 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 768 | 86 | 0.0% | 0.0% | 175 | +728 | 1820.0% | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 670 | 75 | 0.0% | 0.0% | 176 | -1 | -0.15% | Q1 2026 | May 08, 2026 |
| Portus Wealth Advisors, LLC | History | New | 612 | 68 | 0.06% | — | 177 | +612 | New | Q1 2026 | Apr 22, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 558 | 62 | 0.01% | 0.01% | 178 | +64 | 12.96% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 518 | 58 | 0.0% | 0.0% | 179 | +500 | 2777.78% | Q1 2026 | Apr 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 487 | 54 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BOKF, NA | History | New | 450 | 50 | 0.0% | — | 183 | +450 | New | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 445 | 50 | 0.01% | — | 184 | +445 | New | Q1 2026 | May 13, 2026 |
| Scarborough Advisors, LLC | History | Added to | 449 | 50 | 0.01% | 0.01% | 181 | +24 | 5.65% | Q1 2026 | May 07, 2026 |
| Kingdom Financial Group LLC. | History | No change | 445 | 50 | 0.01% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 427 | 48 | 0.0% | — | 185 | +427 | New | Q1 2026 | Apr 14, 2026 |
| Financial Perspectives, Inc | History | No change | 426 | 47 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 437 | 46 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 395 | 44 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 389 | 44 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kilter Group LLC | History | No change | 397 | 44 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 346 | 43 | 0.05% | 0.05% | 191 | +1 | 0.29% | Q1 2026 | Apr 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 352 | 39 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | No change | 350 | 39 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | No change | 350 | 39 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 336 | 37 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Added to | 319 | 35 | 0.0% | 0.0% | 196 | +230 | 258.43% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Reduced | 302 | 33 | 0.15% | 0.59% | 197 | -19,645 | -98.49% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 280 | 31 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 276 | 31 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| CX Institutional | History | No change | 271 | 30 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CGC Financial Services, LLC | History | No change | 274 | 30 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 250 | 28 | 0.02% | — | 204 | +250 | New | Q1 2026 | May 11, 2026 |
| Rossmore Private Capital | History | No change | 250 | 28 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 251 | 28 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 247 | 27 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 237 | 26 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 228 | 25 | 0.0% | 0.0% | 208 | -30 | -11.63% | Q1 2026 | Apr 10, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 225 | 25 | 0.01% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 202 | 23 | 0.0% | 0.0% | 209 | -60 | -22.9% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | No change | 210 | 23 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | New | 200 | 22 | 0.01% | — | 212 | +200 | New | Q1 2026 | Apr 30, 2026 |
| Glassman Wealth Services | History | No change | 200 | 22 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Activest Wealth Management | History | No change | 190 | 21 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BankPlus Trust Department | History | Added to | 182 | 20 | 0.01% | 0.0% | 215 | +88 | 93.62% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 180 | 20 | 0.0% | 0.0% | 214 | +34 | 23.29% | Q1 2026 | May 15, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 171 | 19 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 166 | 18 | 0.0% | 0.0% | 217 | +103 | 163.49% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 145 | 16 | 0.0% | 0.01% | 219 | -100,429 | -99.86% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 148 | 16 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 126 | 14 | 0.0% | 0.0% | 220 | +11 | 9.57% | Q1 2026 | Apr 28, 2026 |
| Roble, Belko & Company, Inc | History | No change | 119 | 13 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Abound Wealth Management | History | Reduced | 112 | 12 | 0.0% | 0.0% | 223 | -74 | -39.78% | Q1 2026 | Apr 10, 2026 |
| Darwin Wealth Management, LLC | History | No change | 114 | 12 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Main Street Group, LTD | History | New | 101 | 11 | 0.0% | — | 228 | +101 | New | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | New | 100 | 11 | 0.0% | — | 227 | +100 | New | Q1 2026 | Apr 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 102 | 11 | 0.01% | 0.01% | 226 | -13 | -11.3% | Q1 2026 | May 05, 2026 |
| Archer Investment Corp | History | No change | 105 | 11 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gen-Wealth Partners Inc | History | No change | 106 | 11 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 90 | 10 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 90 | 10 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 84 | 9 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Family Manage LLC | History | New | 77 | 8 | 0.0% | — | 233 | +77 | New | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 75 | 8 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 68 | 7 | 0.0% | — | 235 | +68 | New | Q1 2026 | Apr 08, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Added to | 60 | 6 | 0.0% | 0.0% | 237 | +44 | 275.0% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 55 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 61 | 6 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossby Financial, LCC | History | No change | 61 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 47 | 5 | 0.0% | 0.01% | 243 | -156 | -76.85% | Q1 2026 | Apr 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 49 | 5 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advocate Investing Services LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Delos Wealth Advisors, LLC | History | New | 38 | 4 | 0.0% | — | 246 | +38 | New | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 36 | 4 | 0.0% | — | 245 | +28 | 350.0% | Q1 2026 | May 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 28 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 22 | 2 | 0.0% | — | 255 | +22 | New | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 19 | 2 | 0.0% | — | 256 | +19 | New | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 20 | 2 | 0.0% | 0.0% | 251 | -3 | -13.04% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vision Retirement, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 258 | -280 | -95.89% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 261 | -60 | -83.33% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | New | 17 | 1 | 0.0% | — | 264 | +17 | New | Q1 2026 | May 08, 2026 |
| Decker Retirement Planning Inc. | History | New | 11 | 1 | 0.0% | — | 263 | +11 | New | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 9 | 1 | 0.0% | — | 259 | +8 | 800.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,355 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,118 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,318 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,543 | -100.0% | Q1 2026 | May 15, 2026 |
| United Asset Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,471 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,193 | -100.0% | Q1 2026 | May 01, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,900 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,446 | -100.0% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,290 | -100.0% | Q1 2026 | May 14, 2026 |
| Chris Bulman Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -1,767 | -100.0% | Q1 2026 | Apr 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,754 | -100.0% | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -515 | -100.0% | Q1 2026 | May 11, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -190 | -100.0% | Q1 2026 | May 08, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -55 | -100.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Life Planners | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 24, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Noble Wealth Management PBC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |