ALLIANCE RESOURCE PARTNERS LP - ARLP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,858,804 | 134,345 | 0.01% | 0.0% | 1 | +1,495,630 | 44.47% | Q1 2026 | May 15, 2026 |
| Progeny 3, Inc. | History | Reduced | 3,229,764 | 89,302 | 4.78% | 4.1% | 2 | -52,907 | -1.61% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 2,119,396 | 58,601 | 9.68% | 8.37% | 3 | +14,499 | 0.69% | Q1 2026 | May 08, 2026 |
| MAGNOLIA GROUP, LLC | History | Reduced | 1,411,260 | 39,021 | 7.26% | 9.89% | 4 | -1,170,437 | -45.34% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,280,074 | 35,394 | 0.0% | 0.0% | 5 | +660,774 | 106.7% | Q1 2026 | May 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 1,180,092 | 32,629 | 7.01% | 6.11% | 6 | +18,852 | 1.62% | Q1 2026 | May 15, 2026 |
| Energy Income Partners, LLC | History | Added to | 737,328 | 20,387 | 0.33% | 0.13% | 7 | +437,486 | 145.91% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | Reduced | 517,000 | 14,295 | 0.09% | 0.09% | 8 | -151,000 | -22.6% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 491,064 | 13,577 | 0.0% | 0.0% | 9 | +14,199 | 2.98% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Added to | 489,300 | 13,529 | 0.03% | 0.0% | 10 | +472,400 | 2795.27% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 423,221 | 11,702 | 0.0% | 0.0% | 11 | -1,469 | -0.35% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 375,980 | 10,395 | 0.0% | 0.0% | 12 | +32,970 | 9.61% | Q1 2026 | May 15, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 363,672 | 10,055 | 2.66% | 2.21% | 13 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fairbanks Capital Management, Inc. | History | Reduced | 282,941 | 7,823 | 4.9% | 3.64% | 14 | -1,000 | -0.35% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 269,655 | 7,455 | 0.0% | 0.0% | 15 | +114,880 | 74.22% | Q1 2026 | May 15, 2026 |
| Adams Asset Advisors, LLC | History | No change | 255,397 | 7,061 | 0.79% | 0.78% | 16 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 255,329 | 7,059 | 0.01% | 0.01% | 17 | +1,128 | 0.44% | Q1 2026 | May 15, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | New | 247,000 | 6,829 | 0.19% | — | 18 | +247,000 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 223,707 | 6,185 | 0.0% | 0.0% | 19 | +41,690 | 22.9% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 221,001 | 6,110 | 0.0% | 0.0% | 20 | -272,639 | -55.23% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 218,620 | 6,044 | 0.04% | 0.03% | 21 | +71,312 | 48.41% | Q1 2026 | Apr 14, 2026 |
| Bienville Capital Management, LLC | History | Reduced | 213,737 | 5,909 | 1.07% | 0.85% | 22 | -17,288 | -7.48% | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 213,200 | 5,894 | 0.59% | 0.64% | 23 | -83,870 | -28.23% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 200,000 | 5,530 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 192,532 | 5,323 | 0.0% | 0.0% | 25 | +5,450 | 2.91% | Q1 2026 | May 13, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | No change | 191,000 | 5,281 | 0.26% | 0.25% | 26 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Added to | 185,256 | 5,122 | 1.34% | 1.08% | 27 | +53,256 | 40.35% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | No change | 156,500 | 4,327 | 0.02% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 156,058 | 4,315 | 0.01% | 0.0% | 29 | +146,445 | 1523.41% | Q1 2026 | May 14, 2026 |
| Orvieto Partners, L.P. | History | Added to | 149,064 | 4,121 | 3.53% | 2.61% | 30 | +10,000 | 7.19% | Q1 2026 | May 14, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 129,109 | 3,569 | 1.15% | 1.02% | 31 | -314 | -0.24% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 120,338 | 3,327 | 0.0% | 0.0% | 32 | -1,136 | -0.94% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 114,507 | 3,166 | 0.0% | 0.0% | 33 | +17,068 | 17.52% | Q1 2026 | May 06, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 104,709 | 2,895 | 0.03% | 0.02% | 34 | +40,568 | 63.25% | Q1 2026 | May 15, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 103,995 | 2,875 | 2.07% | 1.63% | 35 | -11,912 | -10.28% | Q1 2026 | Apr 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 99,024 | 2,738 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 95,441 | 2,638 | 0.0% | 0.0% | 37 | -6,087 | -6.0% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 94,800 | 2,621 | 0.0% | 0.0% | 38 | +10,180 | 12.03% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | No change | 93,114 | 2,574 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 86,000 | 2,377 | 0.0% | 0.0% | 40 | +43,400 | 101.88% | Q1 2026 | May 13, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 72,382 | 2,001 | 0.16% | 0.09% | 41 | +25,687 | 55.01% | Q1 2026 | May 06, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 71,682 | 1,982 | 0.19% | 0.21% | 42 | -25,208 | -26.02% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 70,418 | 1,947 | 0.0% | 0.0% | 43 | -9,349 | -11.72% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | New | 70,327 | 1,944 | 0.0% | — | 44 | +70,327 | New | Q1 2026 | May 14, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 70,000 | 1,935 | 1.24% | 1.05% | 45 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Disciplined Investments, LLC | History | Added to | 67,716 | 1,872 | 0.67% | 0.59% | 46 | +1,535 | 2.32% | Q1 2026 | May 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 66,540 | 1,839 | 0.19% | 0.14% | 47 | +2,435 | 3.8% | Q1 2026 | May 06, 2026 |
| Dayah Capital LLC | History | New | 66,000 | 1,824 | 0.7% | — | 48 | +66,000 | New | Q1 2026 | May 19, 2026 |
| Cetera Investment Advisers | History | Reduced | 65,724 | 1,817 | 0.0% | 0.0% | 49 | -2,226 | -3.28% | Q1 2026 | May 13, 2026 |
| NFC Investments, LLC | History | Reduced | 65,700 | 1,816 | 0.51% | 0.46% | 50 | -4,000 | -5.74% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 64,658 | 1,787 | 0.04% | 0.04% | 51 | +45 | 0.07% | Q1 2026 | Apr 07, 2026 |
| UBS Group AG | History | Added to | 56,870 | 1,572 | 0.0% | 0.0% | 52 | +10,629 | 22.99% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | No change | 54,446 | 1,505 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 53,093 | 1,468 | 0.02% | 0.01% | 54 | +16,765 | 46.15% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 51,831 | 1,459 | 0.0% | 0.0% | 55 | -50,941 | -49.57% | Q1 2026 | May 13, 2026 |
| Autumn Glory Partners, LLC | History | No change | 52,000 | 1,437 | 0.53% | 0.42% | 56 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SteelPeak Wealth, LLC | History | New | 50,540 | 1,397 | 0.04% | — | 57 | +50,540 | New | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 49,468 | 1,367 | 0.0% | 0.0% | 58 | -146,411 | -74.75% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 46,471 | 1,284 | 0.0% | 0.0% | 59 | +15,143 | 48.34% | Q1 2026 | May 14, 2026 |
| CenterStar Asset Management, LLC | History | New | 45,700 | 1,263 | 0.16% | — | 60 | +45,700 | New | Q1 2026 | May 01, 2026 |
| Orion Investment Co | History | Added to | 44,200 | 1,222 | 0.39% | 0.24% | 61 | +9,725 | 28.21% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,693 | 1,097 | 0.0% | 0.0% | 62 | +6,448 | 19.4% | Q1 2026 | Apr 30, 2026 |
| Tidal Investments LLC | History | Added to | 38,593 | 1,067 | 0.0% | 0.0% | 63 | +887 | 2.35% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 35,956 | 994 | 0.0% | 0.0% | 64 | +4,944 | 15.94% | Q1 2026 | May 13, 2026 |
| Bramshill Investments, LLC | History | Reduced | 35,340 | 977 | 0.08% | 0.05% | 65 | -224 | -0.63% | Q1 2026 | May 15, 2026 |
| COWA, LLC | History | No change | 33,558 | 927 | 0.25% | 0.24% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 33,309 | 920 | 0.0% | 0.0% | 67 | +4,500 | 15.62% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 32,243 | 891 | 0.05% | 0.05% | 68 | -1,708 | -5.03% | Q1 2026 | May 13, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 32,200 | 890 | 0.01% | 0.01% | 69 | -2,000 | -5.85% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | No change | 32,000 | 884 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | Reduced | 31,738 | 877 | 0.01% | 0.01% | 71 | -29 | -0.09% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,930 | 828 | 0.0% | 0.0% | 72 | -6,157 | -17.06% | Q1 2026 | Apr 30, 2026 |
| Jump Financial, LLC | History | Reduced | 27,381 | 757 | 0.01% | 0.02% | 73 | -27,014 | -49.66% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 27,356 | 756 | 0.0% | 0.0% | 74 | +5,794 | 26.87% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | No change | 27,193 | 751 | 0.02% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BCS Wealth Management | History | Reduced | 26,639 | 736 | 0.15% | 0.12% | 76 | -25,581 | -48.99% | Q1 2026 | Apr 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 25,673 | 709 | 0.02% | 0.02% | 77 | -1,783 | -6.49% | Q1 2026 | Apr 23, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 25,500 | 705 | 0.26% | 0.21% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 25,383 | 701 | 0.0% | 0.0% | 79 | -24,998 | -49.62% | Q1 2026 | May 11, 2026 |
| INTRUST BANK NA | History | No change | 25,293 | 699 | 0.06% | 0.05% | 80 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 25,027 | 692 | 0.02% | 0.02% | 81 | +4,479 | 21.8% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,990 | 690 | 0.0% | 0.0% | 82 | +13,196 | 111.89% | Q1 2026 | May 11, 2026 |
| Formidable Asset Management, LLC | History | No change | 24,505 | 677 | 0.1% | 0.08% | 83 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,339 | 645 | 0.0% | 0.0% | 84 | +1,792 | 8.32% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | New | 22,300 | 616 | 0.0% | — | 85 | +22,300 | New | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,473 | 593 | 0.01% | 0.13% | 86 | -254,839 | -92.23% | Q1 2026 | May 14, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 21,000 | 580 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 20,896 | 577 | 0.07% | 0.05% | 88 | +5,469 | 35.45% | Q1 2026 | May 06, 2026 |
| Parvin Asset Management, LLC | History | Added to | 20,075 | 555 | 0.4% | 0.29% | 89 | +4,575 | 29.52% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 20,000 | 553 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 18,624 | 514 | 0.01% | 0.0% | 91 | +2,020 | 12.17% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Added to | 18,456 | 510 | 0.0% | 0.0% | 92 | +9,261 | 100.72% | Q1 2026 | May 14, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | No change | 17,000 | 470 | 0.27% | 0.25% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 16,776 | 463 | 0.12% | 0.1% | 94 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,075 | 444 | 0.0% | 0.0% | 95 | -2,722 | -14.48% | Q1 2026 | May 15, 2026 |
| Security National Bank | History | No change | 15,931 | 440 | 0.06% | 0.05% | 96 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Pathway Financial Advisers, LLC | History | New | 15,867 | 438 | 0.12% | — | 97 | +15,867 | New | Q1 2026 | Apr 23, 2026 |
| COMMERCE BANK | History | Reduced | 14,079 | 389 | 0.0% | 0.0% | 98 | -800 | -5.38% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 14,093 | 389 | 0.0% | 0.0% | 99 | +215 | 1.55% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 13,854 | 383 | 0.0% | — | 100 | +13,854 | New | Q1 2026 | May 15, 2026 |
| Cygnus Capital Advisors, LLC | History | Added to | 13,624 | 377 | 0.26% | 0.22% | 101 | +400 | 3.02% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | No change | 13,363 | 369 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | No change | 13,000 | 359 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 12,696 | 351 | 0.42% | 0.26% | 104 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,612 | 348 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,580 | 347 | 0.0% | 0.0% | 106 | -9,608 | -43.3% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,086 | 334 | 0.0% | 0.0% | 107 | -321 | -2.59% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | No change | 12,000 | 331 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 12,000 | 331 | 0.08% | 0.07% | 109 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | New | 11,965 | 330 | 0.0% | — | 110 | +11,965 | New | Q1 2026 | May 12, 2026 |
| Oxbow Advisors, LLC | History | No change | 11,695 | 323 | 0.03% | 0.02% | 111 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 11,677 | 322 | 0.01% | 0.01% | 112 | -7,300 | -38.47% | Q1 2026 | May 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 12,086 | 317 | 0.03% | 0.03% | 113 | -321 | -2.59% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 11,513 | 305 | 0.02% | 0.02% | 114 | +224 | 1.98% | Q1 2026 | Apr 17, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 10,700 | 295 | 0.14% | 0.12% | 115 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Traub Capital Management LLC | History | No change | 10,690 | 295 | 0.29% | 0.24% | 116 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | New | 10,595 | 292 | 0.08% | — | 117 | +10,595 | New | Q1 2026 | Apr 27, 2026 |
| Simmons Bank | History | Added to | 10,375 | 286 | 0.02% | 0.02% | 118 | +375 | 3.75% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,785 | 283 | 0.0% | 0.0% | 119 | +2,610 | 36.38% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | New | 10,147 | 280 | 0.0% | — | 120 | +10,147 | New | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | No change | 10,048 | 277 | 0.01% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Heritage Trust Co | History | New | 10,000 | 276 | 0.03% | — | 124 | +10,000 | New | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,000 | 276 | 0.01% | — | 125 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 10,000 | 276 | 0.06% | — | 126 | +10,000 | New | Q1 2026 | Apr 28, 2026 |
| National Philanthropic Trust | History | No change | 10,000 | 276 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 10,000 | 276 | 0.1% | 0.12% | 123 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 9,533 | 263 | 0.0% | — | 127 | +9,533 | New | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 8,800 | 243 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 8,551 | 236 | 0.0% | — | 129 | +8,551 | New | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | New | 8,350 | 230 | 0.02% | — | 130 | +8,350 | New | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 8,050 | 222 | 0.0% | — | 131 | +8,050 | New | Q1 2026 | Apr 28, 2026 |
| Callahan Advisors, LLC | History | New | 8,000 | 221 | 0.02% | — | 132 | +8,000 | New | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,498 | 207 | 0.02% | — | 133 | +7,498 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 7,439 | 205 | 0.0% | — | 134 | +7,439 | New | Q1 2026 | Apr 27, 2026 |
| MONECO ADVISORS, LLC | History | New | 7,430 | 205 | 0.02% | — | 135 | +7,430 | New | Q1 2026 | May 07, 2026 |
| Arrow Investment Advisors, LLC | History | New | 7,315 | 202 | 0.22% | — | 136 | +7,315 | New | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | New | 7,290 | 201 | 0.01% | — | 137 | +7,290 | New | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 6,737 | 186 | 0.05% | 0.04% | 138 | -227 | -3.26% | Q1 2026 | May 14, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 6,375 | 176 | 0.08% | 0.09% | 139 | -1,530 | -19.35% | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | Added to | 4,921 | 136 | 0.06% | 0.05% | 140 | +113 | 2.35% | Q1 2026 | Apr 09, 2026 |
| Bogart Wealth, LLC | History | No change | 4,845 | 133 | 0.01% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | No change | 4,049 | 111 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 3,500 | 96 | 0.01% | — | 143 | +3,500 | New | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 3,059 | 84 | 0.0% | — | 144 | +3,059 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 2,905 | 80 | 0.01% | 0.01% | 145 | +178 | 6.53% | Q1 2026 | May 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 2,300 | 63 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,217 | 61 | 0.0% | 0.0% | 147 | +450 | 25.47% | Q1 2026 | Apr 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 2,239 | 58 | 0.01% | 0.02% | 149 | -618 | -21.63% | Q1 2026 | May 08, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 2,100 | 58 | 0.0% | 0.0% | 148 | +100 | 5.0% | Q1 2026 | Apr 17, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,055 | 56 | 0.04% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,000 | 55 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,773 | 49 | 0.01% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | No change | 1,800 | 49 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,000 | 46 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,500 | 42 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,470 | 40 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,253 | 35 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,127 | 31 | 0.0% | 0.0% | 158 | -7,993 | -87.64% | Q1 2026 | May 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,000 | 27 | 0.0% | — | 162 | +1,000 | New | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,002 | 27 | 0.0% | 0.0% | 161 | +23 | 2.35% | Q1 2026 | May 15, 2026 |
| Towne Trust Company, N.A | History | No change | 1,000 | 27 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | No change | 1,000 | 27 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 900 | 24 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 803 | 22 | 0.0% | — | 164 | +800 | 26666.67% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 703 | 19 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 680 | 18 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | No change | 666 | 18 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 648 | 17 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Crewe Advisors LLC | History | No change | 530 | 14 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 301 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | No change | 300 | 8 | 0.01% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 300 | 8 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MSRH, LLC | History | No change | 296 | 8 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Longview Financial Advisors, Inc. | History | New | 250 | 6 | 0.0% | — | 175 | +250 | New | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 250 | 6 | 0.0% | 0.0% | 174 | -151 | -37.66% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 200 | 5 | 0.0% | — | 179 | +200 | New | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 201 | 5 | 0.0% | 0.0% | 176 | -15 | -6.94% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 5 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BAYBAN | History | No change | 200 | 5 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Independence Bank of Kentucky | History | New | 175 | 4 | 0.0% | — | 180 | +175 | New | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 147 | 4 | 0.0% | — | 181 | +147 | New | Q1 2026 | May 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 100 | 2 | 0.0% | — | 182 | +67 | 203.03% | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 107 | 2 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 50 | 1 | 0.0% | — | 187 | +50 | New | Q1 2026 | Apr 28, 2026 |
| Russell Investments Group, Ltd. | History | New | 41 | 1 | 0.0% | — | 186 | +41 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 50 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -500,000 | -100.0% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -146,974 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Hartree Partners, LP | History | Closed out | 0 | 0 | — | 0.24% | — | -28,887 | -100.0% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,340 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Potomac Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -15,000 | -100.0% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,700 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,439 | -100.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,521 | -100.0% | Q1 2026 | Apr 08, 2026 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -8,759 | -100.0% | Q1 2026 | May 15, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,600 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 07, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q1 2026 | May 21, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 25 | 0 | — | — | — | +1 | 4.17% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |