GraniteShares Gold Trust - BAR
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 | Reduced | 2,517,348 | 116,125 | 0.01% | 0.01% | 1 | -69,285 | -2.68% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 2,151,643 | 99,255 | 2.88% | 2.74% | 2 | -44,451 | -2.02% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 692,049 | 31,924 | 0.01% | 0.01% | 3 | -6,638 | -0.95% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 655,122 | 30,220 | 0.01% | 0.01% | 4 | +134,948 | 25.94% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 630,227 | 29,072 | 0.01% | 0.01% | 5 | -58,240 | -8.46% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 573,021 | 26,433 | 0.0% | 0.0% | 6 | -23,882 | -4.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 459,652 | 21,203 | 0.04% | 0.04% | 7 | -4,042 | -0.87% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 437,991 | 20,204 | 1.81% | 2.23% | 8 | -13,976 | -3.09% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 435,565 | 20,092 | 0.89% | 0.83% | 9 | +14,474 | 3.44% | Q1 2026 | May 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 430,687 | 19,867 | 1.67% | 1.53% | 10 | +2,735 | 0.64% | Q1 2026 | Apr 20, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 407,472 | 18,792 | 2.39% | 2.11% | 11 | +1,025 | 0.25% | Q1 2026 | Apr 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 303,000 | 13,977 | 1.06% | 0.99% | 12 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 301,484 | 13,907 | 0.01% | 0.01% | 13 | -6,612 | -2.15% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 277,222 | 12,788 | 0.02% | 0.02% | 14 | -14,975 | -5.12% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 272,801 | 12,584 | 0.7% | 0.7% | 15 | -8,686 | -3.09% | Q1 2026 | May 14, 2026 |
| Columbus Macro, LLC | History | Reduced | 244,650 | 11,285 | 1.21% | 1.22% | 16 | -18,020 | -6.86% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 231,757 | 10,690 | 1.55% | 1.37% | 17 | +16,835 | 7.83% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 231,378 | 10,673 | 0.03% | 0.03% | 18 | -40,414 | -14.87% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | Added to | 225,661 | 10,409 | 0.07% | 0.15% | 19 | +22,907 | 11.3% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 208,685 | 9,626 | 0.5% | 0.36% | 20 | +49,640 | 31.21% | Q1 2026 | Apr 15, 2026 |
| Mason & Associates Inc | History | Added to | 192,912 | 8,576 | 1.66% | 1.37% | 21 | +21,727 | 12.69% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 171,284 | 7,901 | 0.0% | 0.0% | 22 | -25,860 | -13.12% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 166,959 | 7,701 | 0.01% | 0.01% | 23 | -33,469 | -16.7% | Q1 2026 | May 12, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 233,353 | 7,196 | 1.29% | 1.87% | 24 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Brendel Financial Advisors LLC | History | Reduced | 146,753 | 6,769 | 3.35% | 3.1% | 25 | -1,377 | -0.93% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 140,639 | 6,426 | 0.01% | 0.01% | 26 | -78 | -0.06% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 118,418 | 5,462 | 0.03% | 0.04% | 27 | -46,056 | -28.0% | Q1 2026 | May 08, 2026 |
| ETF Store, Inc. | History | Added to | 115,676 | 5,336 | 5.2% | 4.92% | 28 | +2,178 | 1.92% | Q1 2026 | Apr 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 106,324 | 4,904 | 0.12% | 0.15% | 29 | -30,350 | -22.21% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 104,026 | 4,798 | 0.01% | 0.01% | 30 | +3,040 | 3.01% | Q1 2026 | Apr 27, 2026 |
| Clear Point Advisors Inc. | History | Added to | 93,884 | 4,330 | 3.36% | 3.0% | 31 | +2,913 | 3.2% | Q1 2026 | Apr 28, 2026 |
| FSA Investment Group, LLC | History | Added to | 92,609 | 4,272 | 1.72% | 1.51% | 32 | +34,205 | 58.57% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 79,445 | 3,664 | 0.0% | 0.0% | 33 | -11,247 | -12.4% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 76,589 | 3,533 | 0.01% | 0.01% | 34 | -4,140 | -5.13% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 70,950 | 3,272 | 0.54% | 0.52% | 35 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | New | 70,657 | 3,259 | 0.12% | — | 36 | +70,657 | New | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Added to | 68,916 | 3,179 | 0.0% | 0.0% | 37 | +2,484 | 3.74% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 68,716 | 3,169 | 0.04% | — | 38 | +68,716 | New | Q1 2026 | May 15, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 65,800 | 3,035 | 1.32% | 1.41% | 39 | -11,775 | -15.18% | Q1 2026 | Apr 30, 2026 |
| Capital Advisor Network LLC | History | New | 60,893 | 2,808 | 3.3% | — | 40 | +60,893 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 59,161 | 2,729 | 0.0% | 0.0% | 41 | -9,926 | -14.37% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 58,640 | 2,705 | 0.01% | 0.02% | 42 | -9,096 | -13.43% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 57,623 | 2,658 | 0.01% | 0.01% | 43 | -1,430 | -2.42% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 50,479 | 2,328 | 0.01% | 0.01% | 44 | -793 | -1.55% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 50,600 | 2,249 | 0.0% | 0.0% | 45 | -11,137 | -18.04% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 46,991 | 2,205 | 0.02% | 0.02% | 46 | +2,021 | 4.49% | Q1 2026 | Apr 07, 2026 |
| SMITH, MOORE & CO. | History | Added to | 44,799 | 2,066 | 0.15% | 0.1% | 47 | +14,234 | 46.57% | Q1 2026 | May 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 44,065 | 2,032 | 0.05% | 0.09% | 48 | +1,568 | 3.69% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 43,586 | 2,010 | 0.02% | 0.02% | 49 | +1,089 | 2.56% | Q1 2026 | May 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 40,445 | 1,865 | 0.23% | 0.21% | 50 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 39,601 | 1,826 | 0.08% | — | 51 | +39,601 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 38,779 | 1,788 | 0.0% | — | 52 | +38,779 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 35,201 | 1,623 | 0.01% | 0.01% | 53 | +2,175 | 6.59% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 33,892 | 1,563 | 0.01% | 0.01% | 54 | -100 | -0.29% | Q1 2026 | May 11, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 32,853 | 1,515 | 0.14% | 0.14% | 55 | -1,681 | -4.87% | Q1 2026 | Apr 30, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 32,611 | 1,504 | 0.84% | 0.75% | 56 | -233 | -0.71% | Q1 2026 | Apr 24, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 32,227 | 1,486 | 1.14% | 2.47% | 57 | -41,503 | -56.29% | Q1 2026 | Apr 28, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 31,231 | 1,440 | 0.7% | 0.69% | 58 | -1,447 | -4.43% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 30,521 | 1,407 | 0.0% | 0.0% | 59 | +30,134 | 7786.56% | Q1 2026 | May 05, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 28,869 | 1,331 | 0.53% | 0.5% | 60 | -100 | -0.35% | Q1 2026 | Apr 23, 2026 |
| LexAurum Advisors, LLC | History | New | 28,545 | 1,316 | 0.17% | — | 61 | +28,545 | New | Q1 2026 | Apr 13, 2026 |
| BKM Wealth Management, LLC | History | Added to | 28,498 | 1,314 | 0.48% | 0.42% | 62 | +1,532 | 5.68% | Q1 2026 | Apr 22, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 27,654 | 1,275 | 1.22% | — | 63 | +27,654 | New | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 27,509 | 1,268 | 0.0% | 0.0% | 64 | +19,436 | 240.75% | Q1 2026 | May 13, 2026 |
| EQ LLC | History | Reduced | 26,476 | 1,221 | 0.34% | 0.33% | 65 | -702 | -2.58% | Q1 2026 | May 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 26,400 | 1,217 | 0.0% | 0.01% | 66 | -74,300 | -73.78% | Q1 2026 | May 14, 2026 |
| DMC Group, LLC | History | Added to | 24,465 | 1,128 | 0.76% | 0.66% | 67 | +1,350 | 5.84% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | Added to | 23,929 | 1,103 | 0.08% | 0.07% | 68 | +865 | 3.75% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 21,415 | 987 | 0.0% | 0.0% | 69 | +1,707 | 8.66% | Q1 2026 | May 07, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 22,144 | 984 | 0.15% | 0.24% | 70 | -14,158 | -39.0% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 20,903 | 964 | 0.01% | 0.01% | 71 | +1,259 | 6.41% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Added to | 20,652 | 952 | 0.05% | 0.04% | 72 | +2,300 | 12.53% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,320 | 891 | 0.02% | 0.02% | 73 | +1,931 | 11.1% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,270 | 888 | 0.0% | 0.0% | 74 | +3,195 | 19.88% | Q1 2026 | May 11, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 18,264 | 842 | 0.03% | 0.02% | 75 | +500 | 2.81% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 17,535 | 808 | 0.01% | 0.01% | 76 | -305 | -1.71% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 16,864 | 777 | 0.0% | 0.0% | 77 | +5,472 | 48.03% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 16,776 | 773 | 0.0% | 0.0% | 78 | -288 | -1.69% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 16,200 | 747 | 0.21% | 0.31% | 79 | -8,523 | -34.47% | Q1 2026 | Apr 16, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 15,784 | 728 | 0.04% | 0.04% | 80 | -1,109 | -6.56% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,391 | 709 | 0.0% | 0.0% | 81 | -1,342 | -8.02% | Q1 2026 | Apr 24, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 15,011 | 692 | 0.04% | 0.04% | 82 | -410 | -2.66% | Q1 2026 | Apr 24, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 14,689 | 677 | 0.21% | 0.12% | 83 | +1,280 | 9.55% | Q1 2026 | May 12, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 14,636 | 675 | 0.22% | 0.17% | 85 | +3,276 | 28.84% | Q1 2026 | May 04, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 14,645 | 675 | 0.11% | 0.11% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 14,351 | 662 | 0.7% | 0.99% | 86 | +3,747 | 35.34% | Q1 2026 | May 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 14,241 | 656 | 0.23% | 0.21% | 87 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 13,791 | 636 | 0.0% | 0.0% | 88 | +2,566 | 22.86% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 13,550 | 625 | 0.36% | 0.33% | 89 | -11 | -0.08% | Q1 2026 | Apr 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 13,399 | 618 | 0.04% | 0.04% | 90 | -545 | -3.91% | Q1 2026 | Apr 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,315 | 614 | 0.01% | 0.01% | 91 | -579 | -4.17% | Q1 2026 | May 15, 2026 |
| Crew Capital Management, Ltd | History | Added to | 13,307 | 613 | 0.41% | 0.34% | 92 | +688 | 5.45% | Q1 2026 | Apr 22, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 13,166 | 607 | 0.27% | 0.26% | 93 | -706 | -5.09% | Q1 2026 | Apr 29, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 12,767 | 580 | 0.12% | 0.13% | 94 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CLG LLC | History | No change | 12,000 | 553 | 0.14% | 0.13% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 11,684 | 538 | 0.29% | 0.2% | 96 | +3,122 | 36.46% | Q1 2026 | May 12, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 11,432 | 527 | 0.12% | 0.11% | 97 | -201 | -1.73% | Q1 2026 | Apr 27, 2026 |
| Portfolio Strategies, Inc. | History | No change | 11,123 | 513 | 0.06% | 0.05% | 98 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IPG Investment Advisors LLC | History | New | 11,100 | 512 | 0.09% | — | 99 | +11,100 | New | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | No change | 11,083 | 511 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 11,031 | 508 | 0.06% | 0.05% | 101 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 10,888 | 502 | 0.04% | 0.03% | 102 | -56 | -0.51% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | No change | 10,612 | 489 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,337 | 477 | 0.0% | 0.0% | 104 | +336 | 3.36% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,755 | 449 | 0.01% | 0.01% | 105 | +2,389 | 32.43% | Q1 2026 | Apr 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 9,101 | 419 | 0.06% | 0.05% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| J.E. Simmons & Co., P.C. | History | Added to | 9,065 | 418 | 0.28% | 0.23% | 107 | +815 | 9.88% | Q1 2026 | Apr 21, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 8,953 | 413 | 0.36% | 0.17% | 108 | -10,539 | -54.07% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 8,933 | 412 | 0.0% | — | 109 | +8,933 | New | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | New | 8,866 | 408 | 0.0% | — | 110 | +8,866 | New | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,712 | 401 | 0.0% | 0.0% | 111 | -226 | -2.53% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 8,687 | 400 | 0.12% | 0.11% | 112 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,636 | 397 | 0.0% | 0.0% | 114 | +645 | 8.07% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Added to | 8,626 | 397 | 0.0% | 0.0% | 113 | +482 | 5.92% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,541 | 393 | 0.0% | 0.0% | 115 | +2,255 | 35.87% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 8,167 | 377 | 0.01% | 0.01% | 116 | +2,259 | 38.24% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,077 | 372 | 0.0% | 0.0% | 117 | -1,128 | -12.25% | Q1 2026 | Apr 20, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 7,852 | 362 | 0.04% | 0.04% | 118 | -881 | -10.09% | Q1 2026 | May 04, 2026 |
| Visionary Wealth Advisors | History | No change | 7,863 | 362 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,407 | 341 | 0.0% | — | 120 | +7,407 | New | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,056 | 325 | 0.0% | 0.0% | 121 | -2,285 | -24.46% | Q1 2026 | May 13, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 6,979 | 321 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 7,449 | 316 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 6,458 | 297 | 0.24% | 0.14% | 124 | +975 | 17.78% | Q1 2026 | May 11, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 6,257 | 288 | 0.16% | 0.17% | 125 | +3 | 0.05% | Q1 2026 | Apr 16, 2026 |
| World Investment Advisors | History | Added to | 6,212 | 286 | 0.0% | 0.0% | 126 | +544 | 9.6% | Q1 2026 | Apr 27, 2026 |
| Veltria Advisors Corp. | History | No change | 6,327 | 283 | 0.94% | 1.25% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 6,121 | 282 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Reduced | 6,065 | 279 | 0.01% | 0.01% | 129 | -1,170 | -16.17% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 5,885 | 271 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 5,869 | 270 | 0.01% | 0.01% | 131 | -4 | -0.07% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,805 | 267 | 0.01% | 0.01% | 132 | -1,310 | -18.41% | Q1 2026 | May 19, 2026 |
| IFP Advisors, Inc | History | Added to | 5,765 | 265 | 0.01% | 0.01% | 133 | +155 | 2.76% | Q1 2026 | Apr 13, 2026 |
| RS CRUM INC. | History | No change | 5,740 | 264 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 5,824 | 258 | 0.02% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 5,589 | 257 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 5,446 | 251 | 0.04% | — | 137 | +5,446 | New | Q1 2026 | May 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 5,404 | 249 | 0.04% | 0.03% | 138 | +629 | 13.17% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 5,313 | 245 | 0.0% | — | 139 | +5,313 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | New | 5,340 | 244 | 0.0% | — | 140 | +5,340 | New | Q1 2026 | Apr 28, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 5,150 | 237 | 0.03% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MONECO ADVISORS, LLC | History | No change | 5,000 | 230 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 4,952 | 228 | 0.05% | — | 143 | +4,952 | New | Q1 2026 | Apr 20, 2026 |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | History | No change | 4,926 | 227 | 0.19% | 0.18% | 144 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Thrive Capital Management, LLC | History | Added to | 4,810 | 221 | 0.05% | 0.04% | 145 | +93 | 1.97% | Q1 2026 | Apr 27, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 4,625 | 213 | 0.04% | 0.04% | 146 | -980 | -17.48% | Q1 2026 | May 08, 2026 |
| Marathon Strategic Advisors, LLC | History | New | 4,613 | 212 | 0.15% | — | 147 | +4,613 | New | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,122 | 190 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 3,089 | 142 | 0.0% | 0.0% | 149 | -862 | -21.82% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2,315 | 98 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | New | 1,835 | 84 | 0.0% | — | 151 | +1,835 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,637 | 75 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,317 | 60 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,246 | 57 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,111 | 47 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 990 | 45 | 0.0% | 0.0% | 156 | +100 | 11.24% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 923 | 42 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 575 | 26 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 481 | 22 | 0.0% | 0.0% | 159 | +48 | 11.09% | Q1 2026 | May 13, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 485 | 22 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SouthState Bank Corp | History | No change | 464 | 21 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 415 | 19 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 380 | 17 | 0.0% | 0.0% | 163 | +68 | 21.79% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 344 | 15 | 0.0% | 0.0% | 164 | +135 | 64.59% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Reduced | 293 | 13 | 0.0% | 0.0% | 165 | -164 | -35.89% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | New | 221 | 10 | 0.0% | — | 167 | +221 | New | Q1 2026 | Apr 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 230 | 10 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | No change | 189 | 8 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 115 | 5 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 100 | 4 | 0.0% | — | 171 | +100 | New | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 75 | 3 | 0.0% | 0.0% | 172 | -1,272 | -94.43% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | New | 62 | 2 | 0.0% | — | 176 | +62 | New | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 50 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ST GERMAIN D J CO INC | History | New | 41 | 1 | 0.0% | — | 179 | +41 | New | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.58% | — | -181,946 | -100.0% | Q1 2026 | May 11, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 1.92% | — | -153,843 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -68,245 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -46,616 | -100.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,691 | -100.0% | Q1 2026 | Apr 23, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,100 | -100.0% | Q1 2026 | May 12, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -9,767 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,695 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,761 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,660 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,517 | -100.0% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 15, 2026 |