Bitwise Bitcoin ETF - BITB
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | History | Added to | 2,285,512 | 84,129 | 0.59% | 0.23% | 1 | +1,180,000 | 106.74% | Q1 2026 | May 15, 2026 |
| ParaFi Capital LP | History | Reduced | 1,700,000 | 62,577 | 13.54% | 26.01% | 2 | -260,000 | -13.27% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,019,617 | 37,532 | 0.01% | 0.01% | 3 | +198,535 | 24.18% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 972,849 | 35,810 | 0.01% | 0.07% | 4 | -2,632,330 | -73.02% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 934,247 | 34,389 | 2.34% | 2.52% | 5 | +165,458 | 21.52% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 928,886 | 34,192 | 0.02% | 0.02% | 6 | +153,599 | 19.81% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 835,998 | 30,773 | 0.0% | 0.0% | 7 | +52,590 | 6.71% | Q1 2026 | May 15, 2026 |
| KALEIDOSCOPE CAPITAL LP | History | Added to | 577,211 | 21,247 | 8.18% | 8.17% | 8 | +127,431 | 28.33% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 455,631 | 16,771 | 0.0% | 0.0% | 9 | +452,080 | 12731.06% | Q1 2026 | May 15, 2026 |
| Pine Ridge Advisers LLC | History | No change | 336,325 | 12,380 | 0.76% | 0.95% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 336,325 | 12,380 | 1.13% | 1.38% | 11 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 303,174 | 11,159 | 0.9% | 1.0% | 12 | +47,284 | 18.48% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | Added to | 302,160 | 11,122 | 0.03% | 0.04% | 13 | +11,421 | 3.93% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 282,917 | 10,414 | 0.03% | 0.04% | 14 | +4,566 | 1.64% | Q1 2026 | May 14, 2026 |
| Crumly & Associates Inc. | History | Added to | 256,201 | 9,430 | 1.98% | 1.94% | 15 | +61,350 | 31.49% | Q1 2026 | Apr 02, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 248,960 | 9,164 | 0.7% | 0.75% | 16 | +55,449 | 28.65% | Q1 2026 | Apr 22, 2026 |
| Refined Wealth Management | History | Added to | 245,693 | 9,043 | 5.71% | 6.39% | 17 | +45,927 | 22.99% | Q1 2026 | Apr 21, 2026 |
| Elequin Capital, LP | History | Added to | 230,080 | 8,469 | 0.71% | 0.57% | 18 | +70,080 | 43.8% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 224,693 | 8,270 | 0.07% | 0.06% | 19 | +44,729 | 24.85% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | New | 221,353 | 8,148 | 0.0% | — | 20 | +221,353 | New | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 216,907 | 7,984 | 0.0% | 0.0% | 21 | +124,299 | 134.22% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 165,386 | 7,865 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fielder Capital Group LLC | History | Added to | 204,794 | 7,538 | 1.64% | 2.06% | 23 | +921 | 0.45% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 190,617 | 7,016 | 0.04% | 0.03% | 24 | +68,335 | 55.88% | Q1 2026 | May 05, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 182,186 | 6,706 | 1.4% | 1.87% | 25 | +3,709 | 2.08% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 178,741 | 6,579 | 0.91% | 0.88% | 26 | +46,121 | 34.78% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 177,211 | 6,523 | 0.02% | 0.01% | 27 | +62,883 | 55.0% | Q1 2026 | Apr 30, 2026 |
| Avenir Tech Ltd | History | No change | 173,163 | 6,374 | 0.81% | 0.76% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 168,268 | 6,193 | 6.54% | 10.23% | 29 | -47,812 | -22.13% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 168,100 | 6,187 | 0.0% | 0.0% | 30 | -297,084 | -63.86% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 156,683 | 5,767 | 0.03% | 0.02% | 31 | +44,470 | 39.63% | Q1 2026 | May 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 143,762 | 5,291 | 1.04% | 1.11% | 32 | +32,599 | 29.33% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 140,921 | 5,187 | 0.58% | 0.5% | 33 | +39,437 | 38.86% | Q1 2026 | Apr 15, 2026 |
| Carter Financial Group, INC. | History | Added to | 136,270 | 5,016 | 3.1% | 3.81% | 34 | +1,288 | 0.95% | Q1 2026 | Apr 27, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 135,704 | 4,995 | 1.09% | 1.23% | 35 | +30,296 | 28.74% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 134,567 | 4,954 | 0.04% | 0.04% | 36 | +12,272 | 10.03% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 115,424 | 4,248 | 0.0% | 0.0% | 37 | +4,190 | 3.77% | Q1 2026 | May 04, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 113,163 | 4,165 | 1.04% | 1.39% | 38 | +6,751 | 6.34% | Q1 2026 | Apr 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 112,551 | 4,143 | 0.0% | 0.0% | 39 | -1,929 | -1.69% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 111,522 | 4,105 | 0.18% | 0.24% | 40 | -821 | -0.73% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 112,777 | 4,103 | 0.01% | 0.01% | 41 | -45,163 | -28.6% | Q1 2026 | Apr 08, 2026 |
| Summit Financial, LLC | History | Added to | 110,294 | 4,059 | 0.05% | 0.07% | 42 | +12,149 | 12.38% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 109,295 | 4,023 | 0.01% | 0.01% | 43 | +30,439 | 38.6% | Q1 2026 | May 14, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 99,975 | 3,680 | 0.63% | 0.82% | 44 | -383 | -0.38% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 98,481 | 3,625 | 0.01% | 0.02% | 45 | -60,871 | -38.2% | Q1 2026 | May 04, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 97,538 | 3,590 | 0.77% | 0.63% | 46 | +37,883 | 63.5% | Q1 2026 | Apr 13, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 92,509 | 3,405 | 2.87% | 3.22% | 47 | +103 | 0.11% | Q1 2026 | May 15, 2026 |
| Garda Capital Partners LP | History | New | 92,000 | 3,386 | 0.88% | — | 48 | +92,000 | New | Q1 2026 | May 05, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 90,126 | 3,317 | 0.21% | 0.28% | 49 | +1,123 | 1.26% | Q1 2026 | Apr 27, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 86,884 | 3,198 | 0.04% | 0.03% | 50 | +26,989 | 45.06% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 84,582 | 3,113 | 0.06% | 0.0% | 51 | +80,214 | 1836.4% | Q1 2026 | Apr 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 81,200 | 2,988 | 0.0% | 0.0% | 52 | -472,614 | -85.34% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 79,757 | 2,935 | 0.04% | 0.04% | 53 | +15,790 | 24.68% | Q1 2026 | May 12, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 79,276 | 2,918 | 1.7% | 1.25% | 54 | +35,403 | 80.69% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 78,764 | 2,899 | 0.0% | 0.01% | 55 | -128,343 | -61.97% | Q1 2026 | May 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 76,693 | 2,823 | 0.04% | 0.05% | 56 | +13,843 | 22.03% | Q1 2026 | Apr 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 74,169 | 2,730 | 0.7% | 0.93% | 57 | +4,384 | 6.28% | Q1 2026 | Apr 06, 2026 |
| Focus Partners Wealth | History | Added to | 73,787 | 2,716 | 0.0% | 0.0% | 58 | +373 | 0.51% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 70,455 | 2,593 | 1.2% | 1.35% | 59 | +5,127 | 7.85% | Q1 2026 | May 04, 2026 |
| Balance Wealth, LLC | History | Added to | 70,190 | 2,583 | 0.8% | 0.87% | 60 | +12,882 | 22.48% | Q1 2026 | Apr 20, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 68,067 | 2,506 | 0.64% | 0.6% | 61 | +14,288 | 26.57% | Q1 2026 | Apr 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 66,079 | 2,432 | 0.18% | 0.22% | 62 | +960 | 1.47% | Q1 2026 | Apr 13, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 63,129 | 2,323 | 0.12% | 0.29% | 63 | -24,490 | -27.95% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 61,730 | 2,272 | 0.0% | 0.0% | 64 | -8,611 | -12.24% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 60,495 | 2,226 | 0.03% | 0.0% | 65 | +52,886 | 695.05% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 58,746 | 2,162 | 0.01% | 0.01% | 66 | +28,693 | 95.47% | Q1 2026 | May 04, 2026 |
| Advance Capital Management, Inc. | History | Added to | 57,352 | 2,111 | 0.08% | 0.09% | 67 | +13,746 | 31.52% | Q1 2026 | Apr 29, 2026 |
| MRP Capital Investments, LLC | History | Added to | 53,620 | 1,973 | 1.72% | 1.69% | 68 | +11,220 | 26.46% | Q1 2026 | May 14, 2026 |
| a16z Perennial Management, L.P. | History | No change | 50,502 | 1,858 | 0.15% | 0.18% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | Added to | 48,120 | 1,771 | 0.07% | 0.02% | 70 | +37,752 | 364.12% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 48,112 | 1,771 | 0.03% | 0.04% | 71 | +3,697 | 8.32% | Q1 2026 | Apr 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 47,446 | 1,746 | 0.02% | 0.02% | 72 | +11,161 | 30.76% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 48,258 | 1,742 | 0.0% | 0.0% | 73 | +43,386 | 890.52% | Q1 2026 | May 13, 2026 |
| FF Advisors,LLC | History | Added to | 41,153 | 1,737 | 0.7% | 0.75% | 74 | +5,828 | 16.5% | Q1 2026 | Apr 27, 2026 |
| Embree Financial Group | History | Added to | 45,714 | 1,682 | 0.2% | 0.26% | 75 | +383 | 0.84% | Q1 2026 | Apr 23, 2026 |
| Signature Wealth Management Group | History | Added to | 45,442 | 1,672 | 0.63% | 0.69% | 76 | +10,039 | 28.36% | Q1 2026 | Apr 01, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 44,856 | 1,651 | 1.44% | 1.91% | 77 | -4,905 | -9.86% | Q1 2026 | May 08, 2026 |
| Well Done, LLC | History | Added to | 43,621 | 1,605 | 0.24% | 0.22% | 78 | +12,937 | 42.16% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 42,331 | 1,558 | 0.04% | 0.02% | 79 | +25,345 | 149.21% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 39,915 | 1,469 | 0.19% | 0.18% | 80 | +8,989 | 29.07% | Q1 2026 | Apr 13, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 38,053 | 1,400 | 0.46% | 0.4% | 81 | +12,379 | 48.22% | Q1 2026 | May 06, 2026 |
| WT Wealth Management | History | Reduced | 37,369 | 1,375 | 0.41% | 0.93% | 82 | -30,576 | -45.0% | Q1 2026 | Apr 21, 2026 |
| Claro Advisors Inc. | History | Reduced | 37,059 | 1,364 | 0.16% | 0.44% | 83 | -31,057 | -45.59% | Q1 2026 | Apr 21, 2026 |
| Seal Cove Capital, LLC | History | New | 35,225 | 1,296 | 1.14% | — | 84 | +35,225 | New | Q1 2026 | May 15, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 35,191 | 1,295 | 0.37% | 0.73% | 85 | -16,599 | -32.05% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 34,347 | 1,264 | 0.01% | 0.01% | 86 | +17,298 | 101.46% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,489 | 1,232 | 0.01% | 0.01% | 87 | +7,497 | 28.84% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 29,608 | 1,213 | 0.02% | — | 88 | +29,608 | New | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 32,046 | 1,179 | 0.03% | 0.03% | 90 | +14,969 | 87.66% | Q1 2026 | May 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 32,034 | 1,179 | 0.1% | 0.1% | 89 | +8,085 | 33.76% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 30,941 | 1,138 | 0.08% | 0.1% | 91 | -609 | -1.93% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 23,357 | 1,110 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Walleye Trading LLC | History | Reduced | 29,146 | 1,072 | 0.0% | 0.0% | 93 | -26,000 | -47.15% | Q1 2026 | May 08, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 28,644 | 1,054 | 0.14% | 0.07% | 94 | +16,645 | 138.72% | Q1 2026 | May 04, 2026 |
| Bonfire Financial | History | Added to | 28,030 | 1,031 | 0.78% | 0.86% | 95 | +3,873 | 16.03% | Q1 2026 | May 06, 2026 |
| Revisor Wealth Management LLC | History | Added to | 27,982 | 1,030 | 0.28% | 0.14% | 96 | +17,514 | 167.31% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Partners, LLC | History | Added to | 26,670 | 981 | 0.08% | 0.06% | 97 | +9,520 | 55.51% | Q1 2026 | Apr 28, 2026 |
| Keel Point, LLC | History | Added to | 26,415 | 972 | 0.06% | 0.05% | 98 | +9,560 | 56.72% | Q1 2026 | May 29, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 25,943 | 954 | 0.4% | 0.39% | 99 | +4,094 | 18.74% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 19,993 | 950 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 25,649 | 944 | 0.43% | 0.28% | 101 | +8,422 | 48.89% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 25,542 | 940 | 0.03% | 0.04% | 102 | -3,663 | -12.54% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 25,399 | 934 | 0.02% | 0.03% | 103 | -1,470 | -5.47% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 24,179 | 890 | 0.0% | 0.0% | 104 | -5,744 | -19.2% | Q1 2026 | May 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 23,765 | 874 | 0.02% | 0.03% | 105 | -400 | -1.66% | Q1 2026 | Apr 07, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 23,738 | 873 | 0.04% | 0.05% | 106 | +4,976 | 26.52% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 23,712 | 872 | 0.01% | 0.01% | 107 | -3,116 | -11.61% | Q1 2026 | Apr 16, 2026 |
| Broadhurst Jeffrey B | History | Added to | 23,567 | 867 | 0.89% | 1.02% | 108 | +2,878 | 13.91% | Q1 2026 | May 14, 2026 |
| Mason & Associates Inc | History | Reduced | 23,858 | 861 | 0.17% | 0.35% | 109 | -15,346 | -39.14% | Q1 2026 | Apr 30, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 23,152 | 852 | 0.03% | 0.03% | 110 | +3,267 | 16.43% | Q1 2026 | May 13, 2026 |
| New Harbor Financial Group, LLC | History | No change | 22,969 | 845 | 0.15% | 0.2% | 111 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 22,483 | 827 | 0.03% | 0.04% | 112 | -1,018 | -4.33% | Q1 2026 | Apr 28, 2026 |
| PlanVest Financial, Inc | History | New | 22,387 | 824 | 0.63% | — | 113 | +22,387 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 22,365 | 823 | 0.01% | 0.02% | 114 | -220 | -0.97% | Q1 2026 | May 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 22,230 | 818 | 0.08% | 0.1% | 116 | +932 | 4.38% | Q1 2026 | May 15, 2026 |
| Wealthstar Advisors, LLC | History | No change | 22,240 | 818 | 0.38% | 0.47% | 115 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BBR PARTNERS, LLC | History | Added to | 22,000 | 809 | 0.05% | 0.05% | 117 | +500 | 2.33% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 21,935 | 807 | 0.01% | 0.01% | 118 | +4,849 | 28.38% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 21,873 | 805 | 0.0% | 0.0% | 119 | +19,518 | 828.79% | Q1 2026 | May 07, 2026 |
| Trek Financial, LLC | History | Added to | 21,824 | 803 | 0.04% | 0.06% | 120 | +645 | 3.05% | Q1 2026 | May 13, 2026 |
| Nikulski Financial, Inc. | History | Added to | 21,681 | 798 | 0.2% | 0.08% | 121 | +14,410 | 198.18% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 21,563 | 793 | 0.01% | 0.0% | 122 | +15,162 | 236.87% | Q1 2026 | May 15, 2026 |
| Emerald Advisors, LLC | History | Added to | 21,308 | 784 | 0.1% | 0.13% | 123 | +936 | 4.59% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,171 | 779 | 0.02% | 0.02% | 124 | +5,145 | 32.1% | Q1 2026 | May 15, 2026 |
| Concentrum Wealth Management | History | Added to | 21,057 | 775 | 0.23% | 0.27% | 125 | +971 | 4.83% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,847 | 771 | 0.01% | 0.01% | 126 | +6,035 | 40.74% | Q1 2026 | Apr 07, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 20,495 | 754 | 0.72% | 0.98% | 127 | -545 | -2.59% | Q1 2026 | May 04, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | New | 20,300 | 747 | 0.03% | — | 128 | +20,300 | New | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 20,114 | 740 | 0.06% | 0.08% | 129 | -8,345 | -29.32% | Q1 2026 | May 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 19,774 | 727 | 0.05% | — | 131 | +19,774 | New | Q1 2026 | May 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 19,759 | 727 | 0.01% | 0.01% | 130 | +7,494 | 61.1% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 19,594 | 721 | 0.02% | — | 132 | +19,594 | New | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 18,834 | 693 | 0.06% | 1.13% | 133 | -293,125 | -93.96% | Q1 2026 | Apr 10, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 18,850 | 693 | 0.08% | 0.12% | 134 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Intellectus Partners, LLC | History | Added to | 18,750 | 690 | 0.14% | 0.17% | 135 | +400 | 2.18% | Q1 2026 | Apr 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 17,975 | 661 | 0.07% | 0.07% | 136 | +2,000 | 12.52% | Q1 2026 | May 06, 2026 |
| Echo45 Advisors LLC | History | Added to | 17,672 | 650 | 0.37% | 0.47% | 137 | +523 | 3.05% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,568 | 646 | 0.0% | — | 138 | +17,565 | 585500.0% | Q1 2026 | Jun 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 17,506 | 644 | 0.03% | 0.04% | 139 | -1,820 | -9.42% | Q1 2026 | May 04, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 17,359 | 638 | 0.14% | 0.16% | 140 | +3,072 | 21.5% | Q1 2026 | Apr 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 17,135 | 630 | 0.0% | — | 141 | +17,135 | New | Q1 2026 | May 12, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 16,321 | 600 | 0.17% | 0.2% | 142 | +1,086 | 7.13% | Q1 2026 | Apr 23, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 15,633 | 575 | 0.3% | 0.39% | 143 | +241 | 1.57% | Q1 2026 | Apr 21, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 15,546 | 572 | 0.14% | 0.14% | 144 | +3,952 | 34.09% | Q1 2026 | Apr 16, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 15,489 | 570 | 0.34% | 0.16% | 145 | +9,862 | 175.26% | Q1 2026 | Apr 16, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 15,193 | 559 | 0.22% | 0.2% | 146 | +5,120 | 50.83% | Q1 2026 | Apr 23, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 15,122 | 556 | 0.42% | 0.3% | 147 | +6,957 | 85.21% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,823 | 545 | 0.0% | 0.0% | 148 | -149 | -1.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,802 | 544 | 0.0% | 0.0% | 149 | +10,189 | 220.88% | Q1 2026 | May 15, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 14,702 | 541 | 0.08% | 0.11% | 150 | -245 | -1.64% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,485 | 533 | 0.0% | 0.0% | 151 | -1,155 | -7.38% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | New | 14,323 | 527 | 0.0% | — | 152 | +14,323 | New | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 14,010 | 515 | 0.0% | 0.0% | 153 | +1,909 | 15.78% | Q1 2026 | May 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 13,845 | 509 | 0.01% | 0.01% | 154 | +3,923 | 39.54% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 13,392 | 492 | 0.06% | 0.07% | 155 | +1,419 | 11.85% | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 13,148 | 483 | 0.01% | 0.02% | 156 | +79 | 0.6% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | Added to | 13,056 | 480 | 0.11% | 0.11% | 158 | +3,748 | 40.27% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 13,066 | 480 | 0.02% | 0.02% | 157 | +1,473 | 12.71% | Q1 2026 | Apr 20, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 12,928 | 475 | 0.08% | 0.07% | 159 | +4,646 | 56.1% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,694 | 467 | 0.05% | — | 160 | +12,694 | New | Q1 2026 | May 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 12,569 | 462 | 0.24% | 0.43% | 161 | -2,783 | -18.13% | Q1 2026 | May 11, 2026 |
| Miller Global Investments, LLC | History | Reduced | 12,489 | 459 | 0.42% | 0.54% | 162 | -26 | -0.21% | Q1 2026 | Apr 06, 2026 |
| JBR Co Financial Management Inc | History | No change | 9,432 | 448 | 0.19% | 0.19% | 163 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 12,168 | 447 | 0.29% | 0.37% | 164 | +133 | 1.11% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,745 | 432 | 0.01% | 0.01% | 165 | +1,592 | 15.68% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | Reduced | 11,526 | 424 | 0.01% | 0.02% | 166 | -11,185 | -49.25% | Q1 2026 | May 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 11,184 | 411 | 0.11% | 0.15% | 167 | +153 | 1.39% | Q1 2026 | Apr 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 11,036 | 406 | 0.12% | 0.16% | 168 | +104 | 0.95% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 11,026 | 405 | 0.01% | — | 169 | +11,026 | New | Q1 2026 | Apr 14, 2026 |
| SCS Capital Management LLC | History | No change | 10,638 | 391 | 0.0% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Daviman Financial, LLC | History | Added to | 10,622 | 390 | 0.23% | 0.18% | 171 | +4,035 | 61.26% | Q1 2026 | Apr 23, 2026 |
| Venture Visionary Partners LLC | History | No change | 10,424 | 383 | 0.01% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,281 | 378 | 0.0% | 0.0% | 173 | -1,569 | -13.24% | Q1 2026 | Apr 30, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 10,211 | 376 | 0.0% | 0.0% | 174 | +3,139 | 44.39% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,054 | 370 | 0.01% | 0.01% | 175 | +10 | 0.1% | Q1 2026 | Apr 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 10,021 | 368 | 0.04% | 0.05% | 176 | +1,027 | 11.42% | Q1 2026 | Apr 22, 2026 |
| Evanson Asset Management, LLC | History | No change | 9,738 | 358 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MCF Advisors LLC | History | Added to | 9,701 | 357 | 0.02% | 0.02% | 178 | +3,087 | 46.67% | Q1 2026 | May 11, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 9,605 | 353 | 0.21% | 0.67% | 179 | -14,465 | -60.1% | Q1 2026 | Jun 04, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 7,283 | 346 | 0.1% | 0.1% | 180 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 9,393 | 345 | 0.0% | 0.0% | 181 | +4,477 | 91.07% | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 8,727 | 338 | 0.09% | — | 182 | +8,727 | New | Q1 2026 | Apr 30, 2026 |
| Oasis Advisors, LLC | History | New | 9,162 | 337 | 0.07% | — | 183 | +9,162 | New | Q1 2026 | May 04, 2026 |
| Coastline Trust Co | History | Added to | 9,007 | 331 | 0.03% | 0.0% | 184 | +8,723 | 3071.48% | Q1 2026 | Apr 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,900 | 327 | 0.0% | 0.01% | 185 | +12 | 0.14% | Q1 2026 | Apr 23, 2026 |
| Jump Financial, LLC | History | New | 8,726 | 321 | 0.0% | — | 186 | +8,726 | New | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 8,688 | 319 | 0.01% | 0.01% | 187 | -3,273 | -27.36% | Q1 2026 | May 07, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 8,587 | 316 | 0.06% | 0.08% | 188 | -740 | -7.93% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,531 | 314 | 0.0% | 0.0% | 189 | +3,794 | 80.09% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 8,517 | 313 | 0.03% | 0.04% | 190 | +758 | 9.77% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 8,488 | 312 | 0.05% | 0.08% | 193 | -3,246 | -27.66% | Q1 2026 | Apr 21, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 8,487 | 312 | 0.02% | 0.02% | 191 | +900 | 11.86% | Q1 2026 | May 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 8,482 | 312 | 0.2% | 0.26% | 192 | +436 | 5.42% | Q1 2026 | Apr 23, 2026 |
| Sunpointe, LLC | History | Added to | 8,417 | 309 | 0.1% | 0.13% | 194 | +60 | 0.72% | Q1 2026 | Apr 21, 2026 |
| Appalachian Capital Management Ltd | History | New | 8,387 | 308 | 0.25% | — | 196 | +8,387 | New | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,338 | 308 | 0.01% | 0.01% | 195 | +151 | 1.84% | Q1 2026 | May 14, 2026 |
| Hexagon Capital Partners LLC | History | New | 8,313 | 306 | 0.04% | — | 197 | +8,313 | New | Q1 2026 | May 04, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,304 | 305 | 0.01% | 0.02% | 198 | -2,093 | -20.13% | Q1 2026 | Apr 09, 2026 |
| Stenger Family Office, LLC | History | No change | 8,270 | 304 | 0.05% | 0.08% | 199 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisor OS, LLC | History | New | 8,201 | 301 | 0.02% | — | 200 | +8,201 | New | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 8,089 | 299 | 0.01% | 0.02% | 201 | +64 | 0.8% | Q1 2026 | Apr 27, 2026 |
| Sankala Group LLC | History | Reduced | 8,265 | 297 | 0.24% | 0.25% | 202 | -536 | -6.09% | Q1 2026 | Mar 31, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 7,976 | 293 | 0.19% | 0.26% | 203 | -33 | -0.41% | Q1 2026 | Apr 27, 2026 |
| Quadrature Capital Ltd | History | New | 7,870 | 289 | 0.0% | — | 204 | +7,870 | New | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 7,848 | 288 | 0.01% | 0.01% | 205 | +416 | 5.6% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 7,664 | 282 | 0.0% | 0.0% | 206 | +737 | 10.64% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 7,494 | 275 | 0.04% | 0.07% | 207 | -3,095 | -29.23% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,401 | 272 | 0.0% | 0.01% | 208 | -16,719 | -69.32% | Q1 2026 | Apr 24, 2026 |
| Brand Asset Management Group, Inc. | History | New | 7,350 | 270 | 0.07% | — | 209 | +7,350 | New | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,262 | 267 | 0.0% | 0.0% | 210 | +3 | 0.04% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 7,220 | 265 | 0.0% | 0.0% | 211 | +5,467 | 311.87% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 7,089 | 260 | 0.03% | 0.04% | 212 | +4 | 0.06% | Q1 2026 | Apr 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 5,409 | 257 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Apella Capital, LLC | History | New | 6,069 | 255 | 0.0% | — | 216 | +6,069 | New | Q1 2026 | Apr 20, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 6,940 | 255 | 0.04% | 0.04% | 215 | +835 | 13.68% | Q1 2026 | Apr 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,930 | 255 | 0.0% | 0.0% | 214 | -690 | -9.06% | Q1 2026 | May 12, 2026 |
| Bosman Wealth Management, LLC | History | Reduced | 6,917 | 254 | 0.22% | 0.53% | 217 | -6,583 | -48.76% | Q1 2026 | May 01, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 6,883 | 253 | 0.08% | 0.08% | 218 | +2,350 | 51.84% | Q1 2026 | Apr 17, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 6,862 | 252 | 0.0% | 0.0% | 219 | -2,405 | -25.95% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | No change | 6,800 | 250 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WorthPointe, LLC | History | No change | 6,668 | 245 | 0.07% | 0.08% | 221 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TCFG Investment Advisors, LLC | History | New | 6,649 | 244 | 0.09% | — | 223 | +6,649 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 6,649 | 244 | 0.09% | 0.12% | 222 | +165 | 2.54% | Q1 2026 | Apr 23, 2026 |
| Shore Point Advisors, LLC | History | No change | 6,578 | 242 | 0.1% | 0.13% | 224 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 6,552 | 241 | 0.0% | — | 225 | +6,552 | New | Q1 2026 | May 01, 2026 |
| Vantage Point Financial LLC | History | Added to | 6,537 | 240 | 0.08% | 0.1% | 226 | +481 | 7.94% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,501 | 239 | 0.0% | 0.01% | 228 | -7,043 | -52.0% | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 6,500 | 239 | 0.02% | 0.05% | 227 | -2,500 | -27.78% | Q1 2026 | May 06, 2026 |
| ELLERSON GROUP INC /ADV | History | Added to | 6,457 | 237 | 0.16% | 0.18% | 229 | +1,000 | 18.33% | Q1 2026 | May 04, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 6,412 | 236 | 0.11% | — | 230 | +6,412 | New | Q1 2026 | Apr 23, 2026 |
| Ballew Advisors, Inc | History | No change | 6,005 | 235 | 0.13% | 0.17% | 231 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 6,311 | 232 | 0.08% | 0.11% | 232 | -100 | -1.56% | Q1 2026 | Apr 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 6,204 | 228 | 0.01% | 0.02% | 233 | +443 | 7.69% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | New | 6,072 | 223 | 0.02% | — | 234 | +6,072 | New | Q1 2026 | May 15, 2026 |
| Brucke Financial, Inc. | History | New | 5,955 | 219 | 0.11% | — | 235 | +5,955 | New | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,905 | 217 | 0.0% | 0.0% | 236 | +303 | 5.41% | Q1 2026 | Jun 02, 2026 |
| Rothschild Wealth LLC | History | New | 5,881 | 216 | 0.02% | — | 237 | +5,881 | New | Q1 2026 | May 06, 2026 |
| TritonPoint Partners, LLC | History | New | 5,692 | 209 | 0.08% | — | 238 | +5,692 | New | Q1 2026 | Apr 28, 2026 |
| Palumbo Wealth Management LLC | History | New | 5,676 | 208 | 0.05% | — | 239 | +5,676 | New | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 5,501 | 202 | 0.02% | — | 240 | +5,501 | New | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,445 | 200 | 0.0% | 0.0% | 241 | -350 | -6.04% | Q1 2026 | May 14, 2026 |
| Richardson Capital Management LLC | History | Added to | 5,043 | 185 | 0.09% | 0.05% | 242 | +3,008 | 147.81% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | No change | 4,658 | 171 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,564 | 168 | 0.0% | — | 244 | +4,564 | New | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Reduced | 3,584 | 131 | 0.0% | 0.0% | 245 | -1,741 | -32.69% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,765 | 101 | 0.01% | 0.01% | 246 | +100 | 3.75% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,950 | 92 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clark Wealth Partners | History | No change | 2,503 | 92 | 0.06% | 0.07% | 248 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,375 | 87 | 0.0% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,320 | 85 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fairway Wealth LLC | History | No change | 2,314 | 85 | 0.02% | 0.03% | 251 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,150 | 79 | 0.01% | 0.0% | 252 | +1,276 | 146.0% | Q1 2026 | May 12, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2,126 | 78 | 1.41% | 1.88% | 253 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 1,924 | 70 | 0.01% | 0.02% | 254 | +7 | 0.37% | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 1,846 | 67 | 0.02% | — | 255 | +1,846 | New | Q1 2026 | May 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,701 | 62 | 0.0% | 0.0% | 256 | +172 | 11.25% | Q1 2026 | May 07, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,405 | 51 | 0.01% | 0.03% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,358 | 49 | 0.01% | — | 259 | +1,358 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,358 | 49 | 0.01% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,238 | 45 | 0.0% | 0.0% | 260 | +350 | 39.41% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,202 | 44 | 0.0% | 0.0% | 261 | +421 | 53.91% | Q1 2026 | May 04, 2026 |
| Park Place Capital Corp | History | No change | 1,073 | 39 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,000 | 36 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,000 | 36 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mosley Wealth Management | History | New | 521 | 32 | 0.01% | — | 265 | +521 | New | Q1 2026 | Apr 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 789 | 29 | 0.01% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 737 | 27 | 0.0% | — | 267 | +737 | New | Q1 2026 | May 08, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 704 | 25 | 0.01% | 0.04% | 269 | -1,909 | -73.06% | Q1 2026 | Apr 10, 2026 |
| Founders Capital Management | History | No change | 700 | 25 | 0.01% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 446 | 21 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | No change | 548 | 20 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 476 | 17 | 0.0% | — | 273 | +476 | New | Q1 2026 | May 07, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 466 | 17 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 439 | 16 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Johnson Financial Group, Inc. | History | No change | 426 | 15 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 332 | 12 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MATHER GROUP, LLC. | History | New | 325 | 11 | 0.0% | — | 277 | +325 | New | Q1 2026 | Apr 13, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 292 | 10 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | No change | 272 | 10 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 247 | 9 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 219 | 8 | 0.0% | — | 282 | +219 | New | Q1 2026 | May 15, 2026 |
| Olistico Wealth, LLC | History | No change | 240 | 8 | 0.0% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 200 | 7 | 0.0% | 0.0% | 283 | -2 | -0.99% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | No change | 171 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| My Portfolio Guide, LLC | History | New | 150 | 5 | 0.0% | — | 287 | +150 | New | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | New | 140 | 5 | 0.0% | — | 286 | +140 | New | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Reduced | 134 | 4 | 0.0% | 0.0% | 290 | -700 | -83.93% | Q1 2026 | Apr 24, 2026 |
| IMA Advisory Services, Inc. | History | No change | 130 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 113 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 75 | 2 | 0.0% | — | 295 | +75 | New | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | Added to | 60 | 2 | 0.0% | 0.0% | 294 | +20 | 50.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 49 | 2 | 0.0% | 0.0% | 293 | +1 | 2.08% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | No change | 80 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vision Retirement, LLC | History | New | 42 | 1 | 0.0% | — | 298 | +42 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | New | 28 | 1 | 0.0% | — | 299 | +28 | New | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | No change | 30 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -479,204 | -100.0% | Q1 2026 | May 15, 2026 |
| Sculptor Capital LP | History | Closed out | 0 | 0 | — | 0.16% | — | -321,399 | -100.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -299,225 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Artemis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -150,000 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -82,241 | -100.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -79,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Ovata Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -39,977 | -100.0% | Q1 2026 | May 13, 2026 |
| RPO LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -31,900 | -100.0% | Q1 2026 | May 12, 2026 |
| BXM Wealth LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,324 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Closed out | 0 | 0 | — | 0.3% | — | -27,687 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,863 | -100.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,246 | -100.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -16,669 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Hudson Value Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -12,754 | -100.0% | Q1 2026 | Apr 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,876 | -100.0% | Q1 2026 | May 14, 2026 |
| Sandhill Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,635 | -100.0% | Q1 2026 | May 14, 2026 |
| Allie Family Office LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,765 | -100.0% | Q1 2026 | May 13, 2026 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,660 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,409 | -100.0% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,287 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,152 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,966 | -100.0% | Q1 2026 | May 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,587 | -100.0% | Q1 2026 | May 13, 2026 |
| Leverty Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,558 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Greenwich Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,530 | -100.0% | Q1 2026 | May 12, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,843 | -100.0% | Q1 2026 | May 04, 2026 |
| Financial Planning Hawaii, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -5,665 | -100.0% | Q1 2026 | Apr 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,632 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,615 | -100.0% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,490 | -100.0% | Q1 2026 | May 12, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,411 | -100.0% | Q1 2026 | Apr 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,317 | -100.0% | Q1 2026 | May 12, 2026 |
| Harvest Investment Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,262 | -100.0% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,237 | -100.0% | Q1 2026 | May 08, 2026 |
| Apriem Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -5,214 | -100.0% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,186 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Stegent Equity Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -5,162 | -100.0% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,869 | -100.0% | Q1 2026 | Apr 27, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,860 | -100.0% | Q1 2026 | Apr 15, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,764 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,710 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Caitlin John, LLC | History | Reduced | 14 | 0 | — | 0.02% | — | -733 | -98.13% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -725 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -672 | -100.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -613 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -505 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -470 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Reduced | 20 | 0 | — | — | — | -28 | -58.33% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 25 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |