J.P. Morgan Exchange-Traded Fund Trust - BBCA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 74,812,398 | 6,857,304 | 0.44% | 0.43% | 1 | +542,359 | 0.73% | Q1 2026 | May 13, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 639,622 | 60,163 | 0.68% | 0.96% | 2 | -269,832 | -29.67% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 467,906 | 44,011 | 0.09% | 0.09% | 3 | -5,260 | -1.11% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 466,947 | 43,920 | 0.01% | 0.01% | 4 | +24,551 | 5.55% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 449,734 | 42,302 | 0.65% | 0.64% | 5 | +35,124 | 8.47% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 410,274 | 38,590 | 0.04% | 0.04% | 6 | -9,515 | -2.27% | Q1 2026 | May 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 406,137 | 38,201 | 0.01% | 0.11% | 7 | -30,820 | -7.05% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 348,718 | 32,800 | 0.02% | 0.03% | 8 | -158,774 | -31.29% | Q1 2026 | May 15, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Reduced | 333,320 | 31,352 | 13.09% | 16.81% | 9 | -23,230 | -6.52% | Q1 2026 | May 05, 2026 |
| Elm Partners Management LLC | History | Added to | 320,704 | 29,395 | 1.27% | 1.25% | 10 | +25,557 | 8.66% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 180,520 | 16,979 | 0.0% | 0.0% | 11 | +73,225 | 68.25% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 176,677 | 16,618 | 0.53% | — | 12 | +176,677 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 171,995 | 16,177 | 0.0% | 0.0% | 13 | +5,324 | 3.19% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 159,290 | 14,982 | 0.0% | 0.0% | 14 | +5,709 | 3.72% | Q1 2026 | May 14, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 156,777 | 14,746 | 0.86% | 0.85% | 15 | +8,102 | 5.45% | Q1 2026 | Apr 23, 2026 |
| SPINNAKER TRUST | History | Added to | 130,077 | 12,234 | 0.68% | 0.64% | 16 | +1,613 | 1.26% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 121,138 | 11,394 | 0.0% | 0.0% | 17 | +33,346 | 37.98% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 118,420 | 11,136 | 0.0% | 0.0% | 18 | -89,059 | -42.92% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 110,848 | 10,426 | 1.19% | 1.17% | 19 | -2,041 | -1.81% | Q1 2026 | May 11, 2026 |
| BOCHK Asset Management Ltd | History | New | 110,670 | 10,409 | 2.15% | — | 20 | +110,670 | New | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 109,564 | 10,305 | 0.0% | 0.0% | 21 | -18,638 | -14.54% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 103,697 | 9,753 | 0.0% | 0.0% | 22 | +361 | 0.35% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 90,354 | 8,498 | 0.13% | 0.12% | 23 | +5,992 | 7.1% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 89,061 | 8,377 | 0.0% | 0.0% | 24 | -6,252 | -6.56% | Q1 2026 | May 11, 2026 |
| Rice Partnership, LLC | History | Added to | 82,196 | 7,731 | 1.06% | 0.93% | 25 | +8,269 | 11.19% | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 60,103 | 5,589 | 0.34% | 0.34% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 58,465 | 5,499 | 0.61% | 0.54% | 27 | +5,027 | 9.41% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 58,179 | 5,472 | 0.01% | 0.01% | 28 | +584 | 1.01% | Q1 2026 | May 13, 2026 |
| Silphium Asset Management Ltd | History | Added to | 58,000 | 5,455 | 2.07% | 1.69% | 29 | +15,100 | 35.2% | Q1 2026 | May 05, 2026 |
| Marex Group plc | History | Added to | 57,700 | 5,427 | 0.03% | 0.03% | 30 | +14,800 | 34.5% | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 44,706 | 4,205 | 0.23% | 0.22% | 31 | -308 | -0.68% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 42,635 | 4,010 | 0.01% | 0.01% | 32 | +299 | 0.71% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 38,915 | 3,660 | 0.04% | 0.05% | 33 | -132 | -0.34% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 6,648 | 2,805 | 0.0% | 0.0% | 34 | +404 | 6.47% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 29,212 | 2,747 | 0.0% | 0.01% | 35 | -9,017 | -23.59% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 28,660 | 2,695 | 0.01% | 0.0% | 36 | +18,986 | 196.26% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 28,467 | 2,677 | 0.0% | 0.0% | 37 | +5,231 | 22.51% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 28,213 | 2,653 | 0.0% | — | 38 | +28,213 | New | Q1 2026 | May 15, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 28,055 | 2,638 | 0.83% | 0.81% | 39 | -10 | -0.04% | Q1 2026 | Apr 06, 2026 |
| Evansbrook LLC | History | No change | 27,569 | 2,563 | 1.71% | 1.71% | 40 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| BESSEMER GROUP INC | History | Reduced | 26,994 | 2,539 | 0.0% | 0.0% | 41 | -4,136 | -13.29% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 25,606 | 2,408 | 0.0% | 0.0% | 42 | +9,109 | 55.22% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,551 | 2,215 | 0.0% | 0.0% | 43 | +2,543 | 12.1% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 22,928 | 2,156 | 0.01% | — | 44 | +22,928 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 20,032 | 1,884 | 0.0% | 0.0% | 45 | -2,188 | -9.85% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 19,855 | 1,867 | 0.0% | 0.0% | 46 | -557 | -2.73% | Q1 2026 | May 13, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 19,662 | 1,849 | 1.56% | 1.51% | 47 | +802 | 4.25% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 19,266 | 1,812 | 0.02% | 0.01% | 48 | +12,733 | 194.9% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 18,862 | 1,774 | 0.0% | 0.0% | 49 | +10,856 | 135.6% | Q1 2026 | May 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 18,396 | 1,729 | 0.12% | 0.13% | 50 | +112 | 0.61% | Q1 2026 | Apr 24, 2026 |
| Sunpointe, LLC | History | Added to | 18,307 | 1,721 | 0.56% | 0.55% | 51 | +368 | 2.05% | Q1 2026 | Apr 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,639 | 1,659 | 0.0% | 0.0% | 52 | +1,709 | 10.73% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,623 | 1,657 | 0.0% | 0.0% | 53 | +17,525 | 17882.65% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,236 | 1,571 | 0.0% | 0.01% | 54 | -72,947 | -80.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | No change | 15,333 | 1,442 | 0.04% | 0.03% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 14,889 | 1,400 | 0.0% | 0.0% | 56 | +1,313 | 9.67% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,719 | 1,384 | 0.0% | 0.0% | 57 | -11 | -0.07% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 13,457 | 1,251 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,817 | 1,205 | 0.0% | 0.0% | 59 | -1,318 | -9.32% | Q1 2026 | May 04, 2026 |
| SYON CAPITAL LLC | History | Added to | 12,419 | 1,168 | 0.06% | 0.05% | 60 | +926 | 8.06% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 11,841 | 1,113 | 0.0% | 0.0% | 61 | +9,108 | 333.26% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 11,170 | 1,050 | 0.01% | — | 62 | +11,170 | New | Q1 2026 | May 15, 2026 |
| Nolet Wealth Management, LLC | History | No change | 11,127 | 1,046 | 0.6% | 0.58% | 63 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CERTUITY, LLC | History | New | 10,869 | 1,022 | 0.07% | — | 64 | +10,869 | New | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 10,763 | 1,012 | 0.0% | 0.0% | 65 | +6,393 | 146.29% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 10,557 | 998 | 0.0% | 0.01% | 66 | +236 | 2.29% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 10,599 | 996 | 0.0% | 0.0% | 67 | -15 | -0.14% | Q1 2026 | May 13, 2026 |
| Yoffe Investment Management, LLC | History | Reduced | 10,540 | 991 | 1.27% | 1.27% | 68 | -136 | -1.27% | Q1 2026 | Apr 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10,215 | 960 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 9,286 | 873 | 0.0% | 0.0% | 70 | -170 | -1.8% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,875 | 834 | 0.03% | 0.03% | 71 | +100 | 1.14% | Q1 2026 | Apr 20, 2026 |
| Lumbard & Kellner, LLC | History | Added to | 8,409 | 790 | 0.27% | 0.27% | 72 | +84 | 1.01% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 8,270 | 777 | 0.0% | 0.0% | 73 | -190 | -2.25% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | No change | 8,085 | 760 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 8,065 | 758 | 0.02% | 0.03% | 75 | -206 | -2.49% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,739 | 727 | 0.0% | 0.0% | 76 | -86 | -1.1% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 7,043 | 662 | 0.01% | — | 77 | +7,043 | New | Q1 2026 | Apr 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,008 | 659 | 0.04% | 0.04% | 78 | -15 | -0.21% | Q1 2026 | Apr 27, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 7,000 | 658 | 0.22% | 0.33% | 79 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Inscription Capital, LLC | History | No change | 6,959 | 654 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,818 | 641 | 0.0% | 0.0% | 81 | -16,806 | -71.14% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,567 | 617 | 0.01% | 0.0% | 82 | +4,160 | 172.83% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,400 | 601 | 0.0% | — | 83 | +6,400 | New | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | New | 6,305 | 593 | 0.0% | — | 84 | +6,305 | New | Q1 2026 | May 11, 2026 |
| SCOTIA CAPITAL INC. | History | New | 6,249 | 587 | 0.0% | — | 86 | +6,249 | New | Q1 2026 | May 13, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 6,249 | 587 | 0.36% | 0.45% | 85 | -2,654 | -29.81% | Q1 2026 | May 04, 2026 |
| FineMark National Bank & Trust | History | No change | 6,305 | 586 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 6,056 | 569 | 0.0% | — | 88 | +6,056 | New | Q1 2026 | Apr 30, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 6,035 | 567 | 0.03% | 0.02% | 89 | +1,137 | 23.21% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,872 | 552 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,846 | 549 | 0.05% | 0.05% | 91 | +203 | 3.6% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,812 | 546 | 0.0% | 0.0% | 92 | +740 | 14.59% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,783 | 544 | 0.0% | 0.0% | 93 | -147 | -2.48% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 5,678 | 528 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 5,323 | 519 | 0.03% | 0.04% | 95 | -795 | -12.99% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | Added to | 5,294 | 497 | 0.05% | 0.06% | 96 | +97 | 1.87% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,282 | 496 | 0.0% | 0.0% | 97 | +136 | 2.64% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 5,218 | 490 | 0.31% | 0.16% | 98 | -144 | -2.69% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,104 | 480 | 0.0% | 0.0% | 99 | +628 | 14.03% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 5,055 | 475 | 0.0% | 0.0% | 100 | +857 | 20.41% | Q1 2026 | May 15, 2026 |
| Cloud Capital Management, LLC | History | No change | 4,990 | 469 | 0.2% | 0.22% | 101 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | New | 4,985 | 468 | 0.01% | — | 102 | +4,985 | New | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 4,972 | 467 | 0.0% | 0.0% | 103 | -259 | -4.95% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,719 | 447 | 0.0% | 0.0% | 104 | -2,901 | -38.07% | Q1 2026 | Apr 08, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 4,499 | 423 | 0.22% | 0.13% | 105 | +2,295 | 104.13% | Q1 2026 | May 06, 2026 |
| Vanguard National Trust Co | History | New | 4,487 | 422 | 0.03% | — | 106 | +4,487 | New | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,452 | 418 | 0.0% | 0.0% | 107 | -484 | -9.81% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,434 | 417 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,336 | 407 | 0.0% | 0.0% | 109 | +2,595 | 149.05% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 4,325 | 406 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 4,314 | 405 | 0.01% | 0.01% | 111 | -1,649 | -27.65% | Q1 2026 | Apr 08, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,219 | 396 | 0.02% | 0.02% | 112 | -132 | -3.03% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,100 | 385 | 0.0% | 0.0% | 113 | -281 | -6.41% | Q1 2026 | Apr 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,986 | 374 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Reduced | 3,889 | 365 | 0.2% | 0.19% | 115 | -74 | -1.87% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,864 | 363 | 0.0% | 0.0% | 116 | +1,204 | 45.26% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,810 | 358 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEVEN MILE ADVISORY | History | New | 3,799 | 357 | 0.26% | — | 118 | +3,799 | New | Q1 2026 | Apr 14, 2026 |
| GTS SECURITIES LLC | History | New | 3,768 | 354 | 0.01% | — | 119 | +3,768 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,682 | 346 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 3,659 | 344 | 0.05% | 0.05% | 121 | -70 | -1.88% | Q1 2026 | Apr 21, 2026 |
| Maia Wealth LLC | History | Added to | 3,595 | 338 | 0.06% | 0.04% | 124 | +1,040 | 40.7% | Q1 2026 | May 08, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 3,594 | 338 | 0.04% | 0.05% | 122 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 3,639 | 338 | 0.37% | 0.37% | 123 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 3,416 | 321 | 0.0% | 0.0% | 125 | -190 | -5.27% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,298 | 310 | 0.0% | 0.0% | 126 | +967 | 41.48% | Q1 2026 | Apr 27, 2026 |
| waypoint wealth counsel | History | No change | 3,191 | 300 | 0.16% | 0.11% | 127 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Busey Bank | History | No change | 3,132 | 294 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,076 | 289 | 0.0% | 0.0% | 129 | -2,759 | -47.28% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 3,033 | 285 | 0.0% | 0.0% | 130 | -547 | -15.28% | Q1 2026 | May 04, 2026 |
| Fiduciary Wealth Partners, LLC | History | New | 2,997 | 281 | 0.18% | — | 131 | +2,997 | New | Q1 2026 | May 06, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 2,910 | 273 | 0.0% | 0.0% | 132 | -168 | -5.46% | Q1 2026 | May 01, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 2,725 | 270 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Balefire, LLC | History | Reduced | 2,761 | 259 | 0.05% | 0.05% | 134 | -25 | -0.9% | Q1 2026 | May 07, 2026 |
| Sunrise Financial Services, LLC | History | New | 2,680 | 252 | 0.18% | — | 135 | +2,680 | New | Q1 2026 | Apr 29, 2026 |
| Clark Capital Management Group, Inc. | History | New | 2,644 | 248 | 0.0% | — | 138 | +2,644 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,644 | 248 | 0.0% | 0.0% | 136 | -251 | -8.67% | Q1 2026 | May 05, 2026 |
| Cooksen Wealth, LLC | History | No change | 2,647 | 248 | 0.18% | 0.18% | 137 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Waterloo Capital, L.P. | History | No change | 2,618 | 246 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,559 | 241 | 0.0% | 0.0% | 141 | -536 | -17.32% | Q1 2026 | Apr 30, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 2,565 | 241 | 0.03% | 0.03% | 140 | +404 | 18.7% | Q1 2026 | May 07, 2026 |
| Miller Global Investments, LLC | History | Reduced | 2,549 | 239 | 0.22% | 0.22% | 142 | -88 | -3.34% | Q1 2026 | Apr 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,533 | 238 | 0.0% | 0.0% | 143 | +375 | 17.38% | Q1 2026 | Apr 27, 2026 |
| Cedarwood Wealth LLC | History | No change | 2,513 | 236 | 0.24% | 0.27% | 144 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 2,474 | 232 | 0.01% | 0.01% | 145 | +119 | 5.05% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,449 | 230 | 0.0% | 0.0% | 146 | -219 | -8.21% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 2,386 | 224 | 0.01% | 0.01% | 148 | -55 | -2.25% | Q1 2026 | Apr 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 2,390 | 224 | 0.04% | 0.04% | 149 | +30 | 1.27% | Q1 2026 | May 01, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,385 | 224 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,363 | 222 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 2,369 | 222 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,272 | 213 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 2,100 | 197 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,861 | 175 | 0.0% | — | 154 | +1,861 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,840 | 168 | 0.01% | 0.0% | 155 | +713 | 63.27% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,576 | 148 | 0.01% | 0.01% | 156 | -97 | -5.8% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,437 | 135 | 0.0% | 0.0% | 157 | +132 | 10.11% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,358 | 127 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,331 | 125 | 0.0% | — | 159 | +1,331 | New | Q1 2026 | May 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,300 | 122 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,230 | 114 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,060 | 99 | 0.0% | — | 162 | +1,060 | New | Q1 2026 | Apr 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 939 | 88 | 0.0% | — | 163 | +939 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 880 | 82 | 0.0% | 0.0% | 164 | +95 | 12.1% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 846 | 79 | 0.01% | 0.0% | 165 | +834 | 6950.0% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 833 | 78 | 0.0% | 0.0% | 166 | -97 | -10.43% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 827 | 77 | 0.01% | — | 167 | +827 | New | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | New | 799 | 75 | 0.01% | — | 168 | +799 | New | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 707 | 66 | 0.0% | 0.0% | 169 | +1 | 0.14% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 662 | 62 | 0.0% | 0.0% | 170 | -9 | -1.34% | Q1 2026 | Apr 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 628 | 59 | 0.0% | — | 171 | +628 | New | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 597 | 56 | 0.0% | 0.0% | 172 | -675 | -53.07% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 585 | 55 | 0.0% | — | 173 | +585 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 566 | 53 | 0.0% | 0.0% | 174 | -25 | -4.23% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 565 | 53 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 555 | 52 | 0.0% | 0.0% | 176 | -63 | -10.19% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 553 | 51 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 512 | 48 | 0.0% | 0.0% | 178 | +404 | 374.07% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 495 | 46 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | Added to | 486 | 45 | 0.0% | 0.0% | 180 | +156 | 47.27% | Q1 2026 | Apr 06, 2026 |
| BAYBAN | History | No change | 459 | 43 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 442 | 40 | 0.0% | 0.0% | 182 | +425 | 2500.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 429 | 40 | 0.0% | 0.0% | 183 | -80 | -15.72% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 406 | 38 | 0.0% | 0.0% | 185 | +51 | 14.37% | Q1 2026 | Apr 27, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 407 | 38 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 380 | 35 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Counsel, Inc | History | No change | 345 | 32 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 335 | 31 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 323 | 30 | 0.0% | 0.0% | 189 | +87 | 36.86% | Q1 2026 | May 05, 2026 |
| Wellington Grp LLC | History | Added to | 302 | 28 | 0.01% | 0.01% | 190 | +14 | 4.86% | Q1 2026 | May 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 289 | 27 | 0.0% | 0.0% | 191 | +62 | 27.31% | Q1 2026 | May 01, 2026 |
| Avalon Trust Co | History | No change | 290 | 27 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 224 | 21 | 0.0% | 0.0% | 193 | +49 | 28.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 202 | 19 | 0.0% | — | 195 | +202 | New | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | No change | 205 | 19 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Added to | 186 | 17 | 0.0% | 0.0% | 196 | +173 | 1330.77% | Q1 2026 | Apr 14, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 181 | 17 | 0.01% | 0.01% | 198 | -16 | -8.12% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 188 | 17 | 0.0% | 0.0% | 197 | -1 | -0.53% | Q1 2026 | May 05, 2026 |
| NFSG Corp | History | Added to | 180 | 16 | 0.0% | 0.0% | 199 | +34 | 23.29% | Q1 2026 | May 05, 2026 |
| Longview Financial Advisors LLC | History | No change | 166 | 15 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Added to | 151 | 14 | 0.0% | 0.0% | 202 | +24 | 18.9% | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 152 | 14 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | No change | 152 | 14 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 141 | 13 | 0.01% | 0.01% | 204 | -58 | -29.15% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 141 | 13 | 0.0% | 0.0% | 205 | -47 | -25.0% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | New | 130 | 12 | 0.0% | — | 207 | +130 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 123 | 12 | 0.0% | 0.0% | 206 | +1 | 0.82% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 127 | 11 | 0.0% | 0.0% | 209 | -111 | -46.64% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 118 | 11 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | No change | 126 | 11 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 114 | 10 | 0.0% | 0.0% | 212 | +26 | 29.55% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 98 | 9 | 0.0% | 0.0% | 213 | +17 | 20.99% | Q1 2026 | Apr 13, 2026 |
| Breakwater Investment Management | History | No change | 102 | 9 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 91 | 8 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AlphaCore Capital LLC | History | No change | 95 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | New | 78 | 7 | 0.0% | — | 218 | +78 | New | Q1 2026 | Apr 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 79 | 7 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 65 | 6 | 0.0% | — | 221 | +65 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 65 | 6 | 0.0% | 0.0% | 220 | +1 | 1.56% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 55 | 5 | 0.01% | — | 225 | +55 | New | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 53 | 5 | 0.0% | — | 224 | +53 | New | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 56 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 45 | 4 | 0.0% | 0.0% | 227 | -52 | -53.61% | Q1 2026 | Apr 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 50 | 4 | 0.0% | — | 228 | +50 | New | Q1 2026 | May 07, 2026 |
| Wilkerson Advisory Group LLC | History | New | 45 | 4 | 0.0% | — | 229 | +45 | New | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 52 | 4 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Riverview Trust Co | History | New | 35 | 3 | 0.0% | — | 232 | +35 | New | Q1 2026 | May 01, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | New | 34 | 3 | 0.0% | — | 233 | +34 | New | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | No change | 32 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Inspire Investing, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 30 | 2 | 0.0% | — | 239 | +30 | New | Q1 2026 | May 19, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 29 | 2 | 0.0% | 0.0% | 234 | -20 | -40.82% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | No change | 24 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 240 | -15 | -57.69% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | New | 11 | 1 | 0.0% | — | 246 | +11 | New | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 244 | -3 | -20.0% | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | No change | 12 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87,474 | -100.0% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -72,274 | -100.0% | Q1 2026 | May 22, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,281 | -100.0% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.03% | — | -8,006 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,698 | -100.0% | Q1 2026 | May 15, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,339 | -100.0% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,370 | -100.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,109 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,692 | -100.0% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -1,887 | -100.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q1 2026 | May 08, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -492 | -100.0% | Q1 2026 | Apr 23, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -421 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q1 2026 | Apr 07, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q1 2026 | May 04, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | May 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 05, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | Apr 28, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 1 | 0 | — | 0.0% | — | -16 | -94.12% | Q1 2026 | Apr 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 07, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Granite FO LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |