ARK ETF Trust - ARKW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 599,691 | 72,328 | 0.9% | 1.04% | 1 | +62,119 | 11.56% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 444,865 | 53,655 | 0.0% | 0.01% | 2 | -335,222 | -42.97% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 307,402 | 37,075 | 0.0% | 0.0% | 3 | -47,963 | -13.5% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 243,183 | 29,330 | 0.0% | 0.0% | 4 | +210,681 | 648.21% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 237,686 | 28,667 | 0.01% | 0.01% | 5 | -57,885 | -19.58% | Q1 2026 | May 06, 2026 |
| Gradient Investments LLC | History | Added to | 204,809 | 24,701 | 0.38% | 0.45% | 6 | +14,492 | 7.61% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 155,496 | 18,754 | 0.01% | 0.01% | 7 | +1,407 | 0.91% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 126,791 | 15,292 | 0.04% | 0.06% | 8 | -13,409 | -9.56% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 126,005 | 15,197 | 0.06% | 0.07% | 9 | +6,251 | 5.22% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 104,527 | 12,607 | 0.0% | 0.0% | 10 | +61,997 | 145.77% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Added to | 103,351 | 12,465 | 3.43% | 4.43% | 11 | +8,235 | 8.66% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 91,712 | 11,061 | 0.0% | 0.0% | 12 | +12,940 | 16.43% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 89,267 | 10,766 | 0.0% | 0.0% | 13 | +13,110 | 17.21% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 75,584 | 9,116 | 0.02% | 0.02% | 14 | +5,570 | 7.96% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,892 | 8,067 | 0.01% | 0.01% | 15 | -6,104 | -8.36% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 66,639 | 8,039 | 0.01% | 0.02% | 16 | -12,870 | -16.19% | Q1 2026 | May 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 55,476 | 6,691 | 0.67% | 0.84% | 17 | -563 | -1.0% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 50,376 | 6,075 | 0.01% | 0.01% | 18 | -7,589 | -13.09% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 49,927 | 6,021 | 0.0% | 0.03% | 19 | -93,000 | -65.07% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | No change | 43,650 | 5,264 | 0.03% | 0.05% | 20 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 36,687 | 4,424 | 0.23% | 0.28% | 21 | +1,620 | 4.62% | Q1 2026 | Apr 17, 2026 |
| Wealth Management Partners, LLC | History | Added to | 34,143 | 4,117 | 1.18% | 1.38% | 22 | +1,498 | 4.59% | Q1 2026 | Apr 17, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 33,908 | 4,089 | 0.39% | 0.45% | 23 | +750 | 2.26% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 31,297 | 3,774 | 0.0% | 0.01% | 24 | -1,105 | -3.41% | Q1 2026 | May 05, 2026 |
| Mattson Financial Services, LLC | History | Added to | 31,221 | 3,765 | 0.9% | 1.01% | 25 | +1,820 | 6.19% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 30,429 | 3,669 | 0.0% | 0.0% | 26 | +2,694 | 9.71% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 29,067 | 3,505 | 0.02% | 0.02% | 27 | -233 | -0.8% | Q1 2026 | Apr 24, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 27,216 | 3,276 | 0.0% | 0.0% | 28 | -1,724 | -5.96% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 26,941 | 3,249 | 0.0% | 0.0% | 29 | +5,547 | 25.93% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 26,629 | 3,211 | 0.0% | 0.0% | 30 | +4,054 | 17.96% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 23,277 | 2,807 | 0.0% | 0.0% | 31 | -397 | -1.68% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,109 | 2,787 | 0.06% | 0.07% | 32 | -391 | -1.66% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,022 | 2,777 | 0.01% | 0.01% | 33 | -760 | -3.2% | Q1 2026 | Apr 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 22,816 | 2,751 | 0.34% | 0.35% | 34 | +3,828 | 20.16% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Reduced | 22,686 | 2,736 | 0.03% | 0.05% | 35 | -4,074 | -15.22% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 21,536 | 2,597 | 0.02% | 0.03% | 36 | -2,739 | -11.28% | Q1 2026 | May 11, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 21,385 | 2,579 | 1.04% | 1.46% | 37 | -2,794 | -11.56% | Q1 2026 | Apr 23, 2026 |
| Wealthfront Advisers LLC | History | Added to | 21,131 | 2,548 | 0.01% | 0.01% | 38 | +2,612 | 14.1% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,469 | 2,468 | 0.01% | 0.02% | 39 | +185 | 0.91% | Q1 2026 | May 08, 2026 |
| Vienna Asset Management LLC | History | New | 18,956 | 2,286 | 1.78% | — | 40 | +18,956 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 16,236 | 1,958 | 0.01% | 0.01% | 41 | -3,203 | -16.48% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 15,737 | 1,898 | 0.04% | 0.06% | 42 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,048 | 1,573 | 0.75% | 1.42% | 43 | -6,043 | -31.65% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 10,540 | 1,535 | 0.04% | 0.06% | 44 | +507 | 5.05% | Q1 2026 | May 14, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 12,534 | 1,511 | 0.48% | 0.58% | 45 | -103 | -0.82% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,043 | 1,342 | 0.0% | 0.0% | 46 | -2,005 | -15.37% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 10,857 | 1,309 | 0.01% | 0.01% | 47 | +2,019 | 22.84% | Q1 2026 | May 05, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 10,769 | 1,298 | 0.36% | 0.42% | 48 | +916 | 9.3% | Q1 2026 | Apr 16, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 10,680 | 1,288 | 0.51% | 0.62% | 49 | -293 | -2.67% | Q1 2026 | Apr 22, 2026 |
| Copia Wealth Management | History | Reduced | 10,639 | 1,283 | 0.88% | 1.38% | 50 | -2,393 | -18.36% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 10,543 | 1,271 | 0.21% | 0.2% | 51 | +420 | 4.15% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 10,370 | 1,250 | 0.0% | 0.0% | 52 | -644 | -5.85% | Q1 2026 | May 05, 2026 |
| GFS Advisors, LLC | History | New | 9,564 | 1,132 | 0.14% | — | 53 | +9,564 | New | Q1 2026 | Apr 30, 2026 |
| Mosley Wealth Management | History | No change | 6,462 | 1,128 | 0.51% | 0.54% | 54 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Reduced | 9,063 | 1,093 | 0.03% | 0.05% | 55 | -1,775 | -16.38% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,033 | 1,089 | 0.01% | 0.01% | 56 | +1,553 | 20.76% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,529 | 1,028 | 0.02% | 0.03% | 57 | +500 | 6.23% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | New | 8,130 | 980 | 0.01% | — | 58 | +8,130 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 7,853 | 947 | 0.04% | 0.04% | 59 | +389 | 5.21% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 7,720 | 931 | 0.03% | 0.05% | 60 | +1,049 | 15.72% | Q1 2026 | May 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,602 | 916 | 0.0% | 0.0% | 61 | -791 | -9.42% | Q1 2026 | May 15, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 7,376 | 889 | 0.46% | 0.53% | 62 | +453 | 6.54% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 6,870 | 829 | 0.0% | 0.0% | 63 | +175 | 2.61% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 6,381 | 769 | 0.25% | 0.33% | 64 | -175 | -2.67% | Q1 2026 | Apr 24, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 6,362 | 767 | 0.37% | 0.47% | 65 | -220 | -3.34% | Q1 2026 | May 07, 2026 |
| Osbon Capital Management LLC | History | No change | 6,081 | 733 | 0.6% | 0.84% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EMC Capital Management | History | No change | 4,880 | 728 | 0.32% | 0.32% | 67 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,953 | 718 | 0.01% | 0.03% | 68 | -14,841 | -71.37% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,884 | 709 | 0.0% | 0.0% | 69 | -1,129 | -16.1% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 5,781 | 697 | 0.07% | — | 70 | +5,781 | New | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Reduced | 5,569 | 671 | 0.19% | 0.25% | 71 | -123 | -2.16% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,300 | 639 | 0.0% | 0.0% | 72 | -3,800 | -41.76% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 4,784 | 577 | 0.02% | 0.03% | 73 | -294 | -5.79% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,763 | 574 | 0.0% | 0.0% | 74 | -334 | -6.55% | Q1 2026 | May 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,650 | 560 | 0.06% | 0.08% | 75 | -200 | -4.12% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,491 | 541 | 0.0% | 0.0% | 76 | -190 | -4.06% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,394 | 529 | 0.03% | 0.03% | 77 | +495 | 12.7% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,305 | 519 | 0.0% | — | 78 | +4,305 | New | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | No change | 4,105 | 495 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Reduced | 4,094 | 493 | 0.0% | 0.0% | 80 | -172 | -4.03% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 4,080 | 492 | 0.01% | 0.01% | 81 | +525 | 14.77% | Q1 2026 | May 04, 2026 |
| Clearstead Trust, LLC | History | No change | 4,016 | 484 | 0.08% | 0.09% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 3,901 | 470 | 0.08% | 0.1% | 83 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,863 | 465 | 0.04% | 0.05% | 84 | +1,169 | 43.39% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Reduced | 3,815 | 460 | 0.02% | 0.04% | 85 | -2,367 | -38.29% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 3,747 | 451 | 0.0% | 0.0% | 86 | +1,040 | 38.42% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,717 | 448 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 3,718 | 448 | 0.05% | 0.06% | 88 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Paladin Wealth, LLC | History | Added to | 3,418 | 412 | 0.28% | 0.25% | 89 | +985 | 40.48% | Q1 2026 | Apr 16, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 3,345 | 403 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,306 | 398 | 0.01% | 0.01% | 91 | -735 | -18.19% | Q1 2026 | Apr 23, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 3,276 | 395 | 0.38% | 0.38% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,000 | 361 | 0.0% | 0.01% | 93 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,966 | 356 | 0.0% | 0.0% | 94 | -22 | -0.74% | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | Reduced | 2,900 | 349 | 0.19% | 0.26% | 95 | -200 | -6.45% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,728 | 329 | 0.0% | 0.0% | 96 | +413 | 17.84% | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Reduced | 2,653 | 319 | 0.01% | 0.02% | 97 | -47 | -1.74% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,590 | 312 | 0.0% | 0.0% | 98 | -1,511 | -36.84% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 2,578 | 310 | 0.01% | 0.02% | 99 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 2,522 | 304 | 0.01% | 0.02% | 100 | -445 | -15.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,519 | 303 | 0.0% | 0.01% | 101 | +36 | 1.45% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 2,455 | 296 | 0.02% | 0.05% | 102 | -3,531 | -58.99% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 2,422 | 292 | 0.0% | 0.01% | 103 | +19 | 0.79% | Q1 2026 | Apr 27, 2026 |
| Belvedere Trading LLC | History | Reduced | 2,400 | 289 | 0.0% | 0.0% | 104 | -9,900 | -80.49% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,096 | 287 | 0.02% | 0.04% | 105 | -1,193 | -36.27% | Q1 2026 | May 01, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,329 | 281 | 0.01% | 0.01% | 106 | -363 | -13.48% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 2,317 | 279 | 0.0% | 0.0% | 107 | -4,027 | -63.48% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,320 | 279 | 0.0% | 0.0% | 108 | +243 | 11.7% | Q1 2026 | May 14, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 2,234 | 269 | 0.08% | 0.08% | 109 | +259 | 13.11% | Q1 2026 | May 14, 2026 |
| Brown Financial Advisors | History | Added to | 2,206 | 266 | 0.1% | 0.12% | 111 | +65 | 3.04% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,207 | 266 | 0.03% | 0.04% | 110 | -47 | -2.09% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,185 | 263 | 0.0% | 0.03% | 112 | -11,515 | -84.05% | Q1 2026 | Apr 14, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 2,163 | 260 | 0.11% | 0.06% | 113 | +1,057 | 95.57% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 2,087 | 251 | 0.01% | 0.01% | 114 | +385 | 22.62% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 2,062 | 248 | 0.0% | 0.0% | 116 | -165 | -7.41% | Q1 2026 | May 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 2,058 | 248 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 2,055 | 247 | 0.17% | 0.2% | 117 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 2,000 | 241 | 0.16% | 0.2% | 118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,957 | 235 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,943 | 234 | 0.03% | 0.1% | 120 | -2,759 | -58.68% | Q1 2026 | May 15, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 1,904 | 229 | 0.1% | 0.13% | 121 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 1,889 | 227 | 0.0% | 0.0% | 122 | -79 | -4.01% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 1,535 | 226 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,867 | 225 | 0.01% | 0.01% | 124 | +57 | 3.15% | Q1 2026 | May 12, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 1,865 | 224 | 0.19% | 0.3% | 125 | -932 | -33.32% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,737 | 209 | 0.0% | 0.0% | 126 | -125 | -6.71% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,726 | 208 | 0.01% | 0.01% | 127 | +169 | 10.85% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,720 | 207 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,701 | 205 | 0.01% | 0.01% | 129 | -29 | -1.68% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 1,682 | 202 | 0.0% | — | 130 | +1,682 | New | Q1 2026 | Apr 30, 2026 |
| Certified Advisory Corp | History | New | 1,676 | 202 | 0.02% | — | 131 | +1,676 | New | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,564 | 179 | 0.0% | 0.0% | 132 | -3,837 | -71.04% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,076 | 158 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,145 | 138 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,086 | 134 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Perspectives, Inc | History | No change | 1,048 | 126 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | No change | 973 | 117 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 975 | 117 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SG Americas Securities, LLC | History | Reduced | 893 | 108 | 0.0% | 0.0% | 139 | -2,548 | -74.05% | Q1 2026 | Apr 16, 2026 |
| Whipplewood Advisors, LLC | History | No change | 875 | 105 | 0.05% | 0.08% | 140 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 868 | 104 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 837 | 101 | 0.0% | 0.01% | 142 | -35 | -4.01% | Q1 2026 | May 18, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 832 | 100 | 0.07% | 0.08% | 143 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 96,392 | 96 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 717 | 86 | 0.0% | 0.07% | 145 | -13,682 | -95.02% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 694 | 83 | 0.0% | 0.0% | 146 | +132 | 23.49% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 684 | 82 | 0.02% | — | 147 | +684 | New | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 677 | 81 | 0.0% | 0.0% | 148 | -82 | -10.8% | Q1 2026 | May 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 657 | 79 | 0.0% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 643 | 77 | 0.0% | 0.0% | 150 | +413 | 179.57% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 514 | 75 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 603 | 73 | 0.0% | 0.0% | 152 | +394 | 188.52% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | No change | 593 | 71 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 509 | 61 | 0.0% | — | 154 | +509 | New | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 480 | 57 | 0.0% | 0.0% | 155 | -63 | -11.6% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 466 | 56 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IAG Wealth Partners, LLC | History | No change | 445 | 53 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 430 | 51 | 0.01% | 0.18% | 158 | -11,218 | -96.31% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Added to | 426 | 51 | 0.0% | 0.0% | 159 | +194 | 83.62% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 400 | 48 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 305 | 45 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 341 | 41 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 336 | 40 | 0.0% | 0.0% | 163 | -20,414 | -98.38% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | Reduced | 320 | 38 | 0.01% | 0.01% | 164 | -53 | -14.21% | Q1 2026 | Apr 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 300 | 36 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bleichroeder LP | History | No change | 300 | 36 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Breakwater Investment Management | History | No change | 300 | 36 | 0.01% | 0.02% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 298 | 35 | 0.02% | 0.01% | 168 | +203 | 213.68% | Q1 2026 | Apr 20, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 251 | 34 | 0.04% | 0.04% | 169 | +1 | 0.4% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 251 | 30 | 0.0% | 0.0% | 170 | -11 | -4.2% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 243 | 29 | 0.0% | 0.0% | 171 | -377 | -60.81% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 241 | 29 | 0.0% | 0.0% | 172 | +22 | 10.05% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | No change | 207 | 24 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 189 | 22 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Reduced | 180 | 21 | 0.0% | 0.0% | 177 | -15 | -7.69% | Q1 2026 | Apr 24, 2026 |
| Sound Income Strategies, LLC | History | No change | 177 | 21 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | No change | 180 | 21 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vision Retirement, LLC | History | No change | 166 | 20 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 134 | 19 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 150 | 18 | 0.0% | 0.0% | 180 | +10 | 7.14% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 145 | 17 | 0.0% | 0.0% | 181 | -17 | -10.49% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 142 | 17 | 0.0% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 136 | 16 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 135 | 16 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 125 | 15 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 129 | 15 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Added to | 109 | 13 | 0.0% | 0.0% | 187 | +3 | 2.83% | Q1 2026 | May 06, 2026 |
| Colonial Trust Advisors | History | No change | 113 | 13 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 106 | 12 | 0.0% | 0.0% | 191 | -513 | -82.88% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Added to | 100 | 12 | 0.0% | 0.0% | 193 | +26 | 35.14% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 85 | 12 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 100 | 12 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | No change | 101 | 12 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Nemes Rush Group LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 85 | 10 | 0.0% | — | 196 | +85 | New | Q1 2026 | May 01, 2026 |
| Sachetta, LLC | History | No change | 85 | 10 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,579 | 9 | 0.0% | 0.0% | 198 | -3,528 | -49.64% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 82 | 9 | 0.0% | 0.0% | 197 | +10 | 13.89% | Q1 2026 | May 11, 2026 |
| HighMark Wealth Management LLC | History | No change | 78 | 9 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 81 | 9 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Community Financial Services Group, LLC | History | New | 70 | 8 | 0.0% | — | 202 | +70 | New | Q1 2026 | Apr 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 71 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | Added to | 64 | 7 | 0.0% | 0.0% | 204 | +33 | 106.45% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 62 | 7 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 50 | 6 | 0.0% | 0.01% | 206 | -70 | -58.33% | Q1 2026 | Apr 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 50 | 6 | 0.0% | — | 207 | +50 | New | Q1 2026 | Apr 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 58 | 6 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 47 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hartford Financial Management Inc. | History | No change | 47 | 5 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 49 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | New | 38 | 4 | 0.0% | — | 215 | +38 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 40 | 4 | 0.0% | — | 211 | +34 | 566.67% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 37 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SHP Wealth Management | History | No change | 35 | 4 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 40 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 25 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| BALLAST ADVISORS LLC | History | New | 15 | 2 | 0.0% | — | 220 | +15 | New | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 24 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | New | 10 | 1 | 0.0% | — | 228 | +10 | New | Q1 2026 | May 08, 2026 |
| Decker Retirement Planning Inc. | History | New | 10 | 1 | 0.0% | — | 229 | +10 | New | Q1 2026 | Apr 20, 2026 |
| JPL Wealth Management, LLC | History | New | 10 | 1 | 0.0% | — | 230 | +10 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | No change | 7 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 7 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Roble, Belko & Company, Inc | History | No change | 10 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| City State Bank | History | No change | 10 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 10 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CDKV HOLDINGS LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -23,067 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,757 | -100.0% | Q1 2026 | May 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,533 | -100.0% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,529 | -100.0% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,185 | -100.0% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,052 | -100.0% | Q1 2026 | May 04, 2026 |
| VVR Holdings LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,871 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,870 | -100.0% | Q1 2026 | May 01, 2026 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,842 | -100.0% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,742 | -100.0% | Q1 2026 | May 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,701 | -100.0% | Q1 2026 | May 13, 2026 |
| W ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,658 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.12% | — | -1,597 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,516 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,359 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,297 | -100.0% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -801 | -100.0% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -347 | -100.0% | Q1 2026 | May 01, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 13, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 01, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 06, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 12, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 7 | 0 | — | 0.0% | — | -7 | -50.0% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| Biltmore Family Office, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |