ARK ETF Trust - ARKX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,095,923 | 37,392 | 0.01% | 0.01% | 1 | +360,359 | 48.99% | Q2 2026 | Aug 07, 2026 |
| Jain Global LLC | History | New | 894,868 | 30,532 | 0.12% | — | 2 | +894,868 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 312,056 | 10,647 | 0.0% | 0.0% | 3 | +181,123 | 138.33% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 223,056 | 7,610 | 0.0% | 0.0% | 4 | +126,785 | 131.7% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 216,900 | 7,400 | 0.0% | 0.0% | 5 | +169,300 | 355.67% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 207,509 | 7,080 | 0.0% | 0.0% | 6 | +54,970 | 36.04% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 181,216 | 6,183 | 0.13% | 0.09% | 7 | +99,150 | 120.82% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 174,600 | 5,957 | 0.0% | 0.0% | 8 | -139,059 | -44.33% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 170,063 | 5,803 | 0.01% | 0.01% | 9 | +17,336 | 11.35% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 144,294 | 4,923 | 0.0% | 0.0% | 10 | +3,683 | 2.62% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 121,905 | 4,159 | 0.0% | 0.0% | 11 | +46,481 | 61.63% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 107,694 | 3,674 | 0.0% | 0.0% | 12 | +53,463 | 98.58% | Q2 2026 | Aug 03, 2026 |
| Sequent Planning LLC | History | New | 97,359 | 3,321 | 0.71% | — | 13 | +97,359 | New | Q2 2026 | Aug 14, 2026 |
| Quantum Private Wealth, LLC | History | New | 94,223 | 3,214 | 0.82% | — | 14 | +94,223 | New | Q2 2026 | Jul 29, 2026 |
| Financial Sense Advisors, Inc. | History | New | 89,108 | 3,040 | 0.6% | — | 15 | +89,108 | New | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 74,335 | 2,536 | 0.02% | — | 16 | +74,335 | New | Q2 2026 | Jul 20, 2026 |
| O'Connor Alternative Investments LLC | History | New | 73,600 | 2,511 | 0.18% | — | 17 | +73,600 | New | Q2 2026 | Aug 14, 2026 |
| WJ Wealth Management, LLC | History | Added to | 73,553 | 2,509 | 0.99% | 0.74% | 18 | +19,865 | 37.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | Added to | 64,655 | 2,206 | 0.0% | 0.0% | 19 | +57,784 | 840.98% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 59,835 | 2,041 | 0.0% | 0.0% | 20 | +21,112 | 54.52% | Q2 2026 | Jul 29, 2026 |
| Brookstone Capital Management | History | Added to | 54,649 | 1,864 | 0.02% | 0.01% | 21 | +9,921 | 22.18% | Q2 2026 | Jul 15, 2026 |
| Grandview Asset Management LLC | History | Added to | 46,953 | 1,602 | 0.4% | 0.29% | 22 | +13,249 | 39.31% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 46,329 | 1,534 | 0.0% | 0.0% | 23 | +6,412 | 16.06% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 43,838 | 1,495 | 0.01% | 0.0% | 24 | +39,131 | 831.34% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 43,121 | 1,471 | 0.0% | 0.0% | 25 | +20,692 | 92.26% | Q2 2026 | Aug 12, 2026 |
| Canal Insurance CO | History | No change | 40,000 | 1,365 | 0.3% | 0.25% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 36,265 | 1,237 | 0.51% | 0.53% | 27 | -1,551 | -4.1% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 36,100 | 1,231 | 0.0% | — | 28 | +36,100 | New | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 34,371 | 1,172 | 0.01% | 0.01% | 29 | +512 | 1.51% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 29,588 | 1,009 | 0.0% | 0.0% | 30 | +20,758 | 235.08% | Q2 2026 | Aug 12, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 28,721 | 979 | 0.5% | 0.31% | 31 | +11,048 | 62.51% | Q2 2026 | Aug 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,842 | 949 | 0.0% | 0.0% | 32 | +13,013 | 87.75% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 27,810 | 949 | 0.02% | 0.02% | 33 | +1,770 | 6.8% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 27,353 | 933 | 0.0% | — | 34 | +27,353 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 26,950 | 919 | 0.0% | 0.0% | 35 | +8,365 | 45.01% | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 26,091 | 890 | 0.03% | 0.03% | 36 | -361 | -1.36% | Q2 2026 | Jul 06, 2026 |
| SCS Capital Management LLC | History | No change | 26,081 | 889 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | Added to | 24,613 | 839 | 0.0% | 0.0% | 38 | +8,700 | 54.67% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | Added to | 24,209 | 826 | 0.03% | 0.03% | 39 | +1,767 | 7.87% | Q2 2026 | Jul 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 23,866 | 814 | 0.04% | — | 40 | +23,866 | New | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | Added to | 22,024 | 751 | 0.0% | 0.0% | 41 | +4,075 | 22.7% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 20,146 | 687 | 0.0% | — | 42 | +20,146 | New | Q2 2026 | Aug 18, 2026 |
| MGO ONE SEVEN LLC | History | New | 19,338 | 659 | 0.01% | — | 43 | +19,338 | New | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,219 | 655 | 0.0% | 0.0% | 44 | +8,736 | 83.33% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 18,189 | 620 | 0.01% | — | 45 | +18,189 | New | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 17,046 | 581 | 0.01% | 0.01% | 46 | +2,659 | 18.48% | Q2 2026 | Jul 15, 2026 |
| StoneX Group Inc. | History | New | 16,327 | 569 | 0.02% | — | 47 | +16,327 | New | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,582 | 565 | 0.0% | 0.0% | 48 | +5,456 | 49.04% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 16,382 | 559 | 0.06% | 0.03% | 49 | +6,901 | 72.79% | Q2 2026 | Jul 16, 2026 |
| CWM, LLC | History | No change | 18,908 | 554 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Turner Financial Group, Inc. | History | New | 15,958 | 544 | 0.54% | — | 51 | +15,958 | New | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,274 | 521 | 0.01% | 0.01% | 52 | +75 | 0.49% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | New | 15,133 | 516 | 0.0% | — | 53 | +15,133 | New | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,719 | 433 | 0.0% | 0.01% | 54 | -3,066 | -19.42% | Q2 2026 | Aug 03, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 11,552 | 394 | 0.03% | 0.03% | 55 | +1,683 | 17.05% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | New | 10,940 | 373 | 0.02% | — | 57 | +10,940 | New | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 10,959 | 373 | 0.0% | 0.0% | 56 | +3,913 | 55.54% | Q2 2026 | Aug 07, 2026 |
| WCG Wealth Advisors LLC | History | New | 10,389 | 354 | 0.01% | — | 58 | +10,389 | New | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | No change | 10,172 | 347 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,104 | 345 | 0.0% | 0.0% | 60 | +370 | 3.8% | Q2 2026 | Aug 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 9,750 | 332 | 0.07% | 0.06% | 61 | +900 | 10.17% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 9,729 | 331 | 0.0% | — | 62 | +9,729 | New | Q2 2026 | Aug 14, 2026 |
| Elm3 Financial Group, LLC | History | New | 9,223 | 314 | 0.22% | — | 64 | +9,223 | New | Q2 2026 | Jul 29, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 9,206 | 314 | 0.23% | 0.33% | 63 | -3,717 | -28.76% | Q2 2026 | Jul 31, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | No change | 10,379 | 304 | 0.25% | 0.25% | 65 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 8,737 | 298 | 0.02% | 0.02% | 66 | -211 | -2.36% | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | New | 8,685 | 296 | 0.0% | — | 67 | +8,685 | New | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | New | 8,571 | 292 | 0.0% | — | 68 | +8,571 | New | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | Added to | 9,606 | 282 | 0.0% | 0.0% | 69 | +100 | 1.05% | Q2 2026 | Aug 13, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 8,000 | 273 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HighTower Advisors, LLC | History | New | 7,494 | 255 | 0.0% | — | 71 | +7,494 | New | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,396 | 252 | 0.0% | 0.0% | 72 | -1,006 | -11.97% | Q2 2026 | Aug 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 6,691 | 228 | 0.25% | 0.24% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 6,528 | 222 | 0.12% | — | 74 | +6,528 | New | Q2 2026 | Jul 20, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 6,521 | 222 | 0.12% | — | 75 | +6,521 | New | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | New | 6,298 | 214 | 0.0% | — | 76 | +6,298 | New | Q2 2026 | Aug 10, 2026 |
| Visionary Wealth Advisors | History | New | 6,272 | 214 | 0.01% | — | 77 | +6,272 | New | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | New | 6,171 | 210 | 0.0% | — | 78 | +6,171 | New | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,114 | 208 | 0.0% | 0.0% | 79 | +4,880 | 395.46% | Q2 2026 | Aug 12, 2026 |
| Inscription Capital, LLC | History | New | 6,075 | 207 | 0.02% | — | 80 | +6,075 | New | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,404 | 182 | 0.0% | 0.0% | 81 | +197 | 3.78% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,174 | 176 | 0.0% | 0.0% | 82 | -19,948 | -79.4% | Q2 2026 | Aug 13, 2026 |
| Family Manage LLC | History | No change | 5,000 | 170 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 4,242 | 144 | 0.0% | — | 84 | +4,242 | New | Q2 2026 | Aug 06, 2026 |
| First PREMIER Bank | History | New | 4,100 | 140 | 0.02% | — | 85 | +4,100 | New | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,445 | 117 | 0.0% | 0.0% | 86 | +3,270 | 1868.57% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | New | 2,847 | 97 | 0.08% | — | 87 | +2,847 | New | Q2 2026 | Aug 13, 2026 |
| Advantage Trust Co | History | New | 2,800 | 95 | 0.03% | — | 88 | +2,800 | New | Q2 2026 | Jul 17, 2026 |
| Allied Private Wealth LLC | History | New | 2,921 | 94 | 0.06% | — | 89 | +2,921 | New | Q2 2026 | Jul 09, 2026 |
| Powell Investment Advisors, LLC | History | New | 2,640 | 90 | 0.03% | — | 90 | +2,640 | New | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | New | 2,521 | 86 | 0.0% | — | 91 | +2,521 | New | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,494 | 85 | 0.04% | — | 93 | +2,494 | New | Q2 2026 | Jul 27, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2,500 | 85 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quent Capital, LLC | History | No change | 2,475 | 84 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Added to | 2,418 | 82 | 0.0% | 0.0% | 95 | +1,032 | 74.46% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,000 | 68 | 0.0% | — | 96 | +2,000 | New | Q2 2026 | Aug 13, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 2,500 | 66 | 0.0% | — | 97 | +2,500 | New | Q2 2026 | Jul 16, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | New | 1,950 | 66 | 0.01% | — | 98 | +1,950 | New | Q2 2026 | Jul 22, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 1,800 | 61 | 0.14% | 0.13% | 99 | +300 | 20.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,813 | 61 | 0.0% | 0.0% | 100 | +297 | 19.59% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,756 | 59 | 0.0% | 0.0% | 101 | -440 | -20.04% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,581 | 53 | 0.01% | — | 102 | +1,581 | New | Q2 2026 | Jul 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 1,517 | 51 | 0.0% | 0.0% | 103 | +75 | 5.2% | Q2 2026 | Jul 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 1,495 | 51 | 0.03% | 0.03% | 105 | +27 | 1.84% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,500 | 51 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NBZ Investment Advisors LLC | History | No change | 1,416 | 48 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,350 | 46 | 0.0% | 0.0% | 108 | +175 | 14.89% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,375 | 46 | 0.0% | 0.0% | 107 | +20 | 1.48% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,313 | 45 | 0.0% | — | 109 | +1,313 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | New | 1,223 | 41 | 0.0% | — | 110 | +1,223 | New | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 1,100 | 37 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Costello Asset Management, INC | History | No change | 1,050 | 35 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 1,000 | 34 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New Hampshire | History | New | 941 | 32 | 0.01% | — | 114 | +941 | New | Q2 2026 | Jul 14, 2026 |
| Spire Wealth Management | History | No change | 917 | 31 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Boreal Capital Management LLC | History | No change | 913 | 31 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 900 | 30 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,005 | 29 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 800 | 27 | 0.01% | — | 119 | +800 | New | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 712 | 24 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 671 | 22 | 0.0% | — | 122 | +671 | New | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 660 | 22 | 0.0% | 0.0% | 121 | +149 | 29.16% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 570 | 19 | 0.0% | 0.0% | 123 | -300 | -34.48% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 530 | 18 | 0.0% | — | 125 | +530 | New | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 528 | 18 | 0.01% | 0.01% | 124 | -50 | -8.65% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 500 | 17 | 0.0% | — | 127 | +497 | 16566.67% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | Added to | 503 | 17 | 0.0% | 0.0% | 126 | +147 | 41.29% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 480 | 16 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | New | 441 | 15 | 0.0% | — | 130 | +441 | New | Q2 2026 | Jul 22, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 459 | 15 | 0.01% | 0.01% | 129 | -40 | -8.02% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 400 | 13 | 0.0% | — | 132 | +400 | New | Q2 2026 | Jul 27, 2026 |
| Colonial Trust Advisors | History | No change | 400 | 13 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 380 | 12 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 300 | 10 | 0.0% | — | 136 | +300 | New | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 304 | 10 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 313 | 10 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vision Retirement, LLC | History | No change | 269 | 9 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hurley Capital, LLC | History | New | 250 | 8 | 0.0% | — | 138 | +250 | New | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | New | 223 | 7 | 0.0% | — | 142 | +223 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 213 | 7 | 0.0% | 0.0% | 140 | +153 | 255.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 218 | 7 | 0.0% | 0.0% | 141 | +50 | 29.76% | Q2 2026 | Aug 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 218 | 7 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stone House Investment Management, LLC | History | Added to | 200 | 6 | 0.0% | 0.0% | 143 | +100 | 100.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 150 | 5 | 0.0% | — | 145 | +150 | New | Q2 2026 | Aug 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 175 | 5 | 0.01% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 142 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 117 | 3 | 0.0% | — | 152 | +117 | New | Q2 2026 | Aug 11, 2026 |
| Sachetta, LLC | History | New | 100 | 3 | 0.0% | — | 153 | +100 | New | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 97 | 3 | 0.0% | 0.0% | 147 | +38 | 64.41% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Reduced | 100 | 3 | 0.0% | 0.0% | 149 | -5 | -4.76% | Q2 2026 | Jul 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 93 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ancora Advisors LLC | History | No change | 98 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 83 | 2 | 0.0% | — | 159 | +83 | New | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 49 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 74 | 2 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Activest Wealth Management | History | No change | 64 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strive Financial Group ,LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 163 | -1,400 | -97.9% | Q2 2026 | Jul 17, 2026 |
| Rossby Financial, LCC | History | Added to | 43 | 1 | 0.0% | — | 165 | +39 | 975.0% | Q2 2026 | Aug 04, 2026 |
| Go Invest LLC | History | Added to | 56 | 1 | 0.0% | 0.0% | 166 | +11 | 24.44% | Q2 2026 | Aug 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 56 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horrell Capital Management, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fairscale Capital, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Paladin Partners, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -298,445 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -107,342 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Braeburn Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -57,081 | -100.0% | Q2 2026 | Jul 21, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.16% | — | -13,401 | -100.0% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,997 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,711 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,824 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -731 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 23, 2026 |
| REXFORD CAPITAL INC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 20 | 0 | — | 0.0% | — | -19 | -48.72% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Jul 27, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 03, 2026 |
| Roble, Belko & Company, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 24, 2026 |
| HOERTKORN RICHARD CHARLES | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 23, 2026 |
| Central Pacific Bank - Trust Division | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 07, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Noble Wealth Management PBC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Copia Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |