PROSHARES TRUST - BITO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Acorns Advisers, LLC | History | Added to | 7,796,095 | 72,582 | 0.54% | 0.57% | 1 | +1,521,496 | 24.25% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,535,119 | 14,291 | 0.0% | 0.0% | 2 | +143,629 | 10.32% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,410,304 | 13,129 | 0.0% | 0.01% | 3 | -1,893,822 | -57.32% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,361,837 | 12,678 | 0.0% | 0.01% | 4 | -5,400,000 | -79.86% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 1,180,000 | 10,978 | 0.02% | 0.05% | 5 | -456,989 | -27.92% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,111,300 | 10,346 | 0.0% | 0.0% | 6 | +88,797 | 8.68% | Q1 2026 | May 12, 2026 |
| Fielder Capital Group LLC | History | Added to | 624,613 | 5,815 | 1.27% | 1.61% | 7 | +1,577 | 0.25% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 507,823 | 4,727 | 0.01% | — | 8 | +507,823 | New | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 460,289 | 4,285 | 0.01% | 0.01% | 9 | +57,065 | 14.15% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Added to | 375,923 | 3,499 | 0.01% | 0.01% | 10 | +61,200 | 19.45% | Q1 2026 | May 08, 2026 |
| Realta Investment Advisors | History | Added to | 315,051 | 2,933 | 1.02% | 1.15% | 11 | +25,535 | 8.82% | Q1 2026 | Apr 22, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 314,761 | 2,930 | 0.58% | 0.6% | 12 | +79,604 | 33.85% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 261,051 | 2,430 | 1.21% | 1.45% | 13 | +11,627 | 4.66% | Q1 2026 | May 07, 2026 |
| Faithward Advisors, LLC | History | Added to | 256,723 | 2,390 | 0.34% | 0.42% | 14 | +19,605 | 8.27% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 203,493 | 1,895 | 0.0% | 0.01% | 15 | -7,932 | -3.75% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 188,748 | 1,757 | 0.2% | — | 16 | +188,748 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 116,295 | 1,082 | 0.0% | — | 17 | +116,295 | New | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 108,451 | 1,009 | 0.04% | 0.06% | 18 | +2,861 | 2.71% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 106,793 | 994 | 0.05% | 0.13% | 19 | -116,428 | -52.16% | Q1 2026 | Apr 27, 2026 |
| StoneX Group Inc. | History | Added to | 95,126 | 885 | 0.05% | 0.01% | 20 | +73,488 | 339.62% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 89,461 | 832 | 0.0% | 0.01% | 21 | -306,665 | -77.42% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 87,195 | 811 | 0.01% | 0.01% | 22 | +44,815 | 105.75% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 71,308 | 663 | 0.0% | 0.0% | 23 | -15,921 | -18.25% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 69,622 | 648 | 0.0% | 0.0% | 24 | +4,883 | 7.54% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 64,757 | 602 | 0.01% | 0.02% | 25 | -3,109 | -4.58% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Reduced | 62,332 | 580 | 0.0% | 0.0% | 26 | -6,534 | -9.49% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 60,614 | 564 | 0.02% | 0.03% | 27 | -11,681 | -16.16% | Q1 2026 | Apr 21, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 170,714 | 562 | 0.01% | 0.0% | 28 | +98,214 | 135.47% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 56,170 | 522 | 0.0% | 0.0% | 29 | -3,511 | -5.88% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 50,556 | 470 | 0.01% | — | 30 | +50,556 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 49,923 | 464 | 0.01% | 0.01% | 31 | +28,484 | 132.86% | Q1 2026 | May 15, 2026 |
| Independent Wealth Network Inc. | History | Added to | 49,869 | 464 | 0.14% | 0.14% | 32 | +11,131 | 28.73% | Q1 2026 | Apr 20, 2026 |
| RK Capital Management, LLC/FL | History | New | 48,582 | 452 | 0.02% | — | 33 | +48,582 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,848 | 436 | 0.0% | 0.0% | 34 | +10,399 | 28.53% | Q1 2026 | Apr 30, 2026 |
| Baker Avenue Asset Management, LP | History | New | 45,000 | 418 | 0.01% | — | 36 | +45,000 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 45,002 | 418 | 0.0% | 0.0% | 35 | +1,655 | 3.82% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 45,536 | 416 | 0.03% | — | 37 | +45,536 | New | Q1 2026 | Apr 24, 2026 |
| Forum Financial Management, LP | History | New | 40,497 | 377 | 0.01% | — | 38 | +40,497 | New | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 38,805 | 361 | 0.0% | 0.0% | 39 | -5,820 | -13.04% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 38,000 | 353 | 0.04% | — | 40 | +38,000 | New | Q1 2026 | May 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 32,427 | 301 | 0.04% | — | 42 | +32,427 | New | Q1 2026 | May 08, 2026 |
| RAMSEY QUANTITATIVE SYSTEMS | History | New | 4,000 | 301 | 0.31% | — | 41 | +4,000 | New | Q1 2026 | Apr 17, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 31,632 | 294 | 0.03% | 0.04% | 43 | -5,052 | -13.77% | Q1 2026 | Apr 24, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 23,940 | 291 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Wealthspire Advisors, LLC | History | New | 30,044 | 279 | 0.0% | — | 45 | +30,044 | New | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,655 | 276 | 0.0% | 0.0% | 46 | +16,437 | 124.35% | Q1 2026 | May 04, 2026 |
| Wealth Management Nebraska | History | Reduced | 29,331 | 273 | 0.03% | 0.06% | 47 | -13,961 | -32.25% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | New | 14,203 | 260 | 0.08% | — | 48 | +14,203 | New | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,149 | 234 | 0.0% | 0.0% | 49 | +2,201 | 9.59% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,310 | 226 | 0.0% | 0.0% | 50 | +61 | 0.25% | Q1 2026 | Apr 20, 2026 |
| Brookstone Capital Management | History | Added to | 24,024 | 223 | 0.0% | 0.0% | 51 | +5,329 | 28.5% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | New | 23,937 | 222 | 0.0% | — | 52 | +23,937 | New | Q1 2026 | Apr 13, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 23,082 | 214 | 0.16% | 0.34% | 53 | -12,394 | -34.94% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 22,522 | 209 | 0.0% | 0.0% | 54 | +11,533 | 104.95% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 22,409 | 208 | 0.0% | 0.0% | 55 | +22 | 0.1% | Q1 2026 | May 13, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 21,746 | 202 | 0.07% | 0.09% | 56 | +33 | 0.15% | Q1 2026 | May 05, 2026 |
| Marathon Trading Investment Management LLC | History | Added to | 21,502 | 200 | 0.01% | 0.01% | 57 | +200 | 0.94% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 20,991 | 195 | 0.0% | 0.0% | 58 | +2,044 | 10.79% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 19,523 | 193 | 0.01% | 0.01% | 59 | +1,348 | 7.42% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 20,634 | 192 | 0.0% | 0.0% | 60 | +13,583 | 192.64% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 15,754 | 191 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 20,509 | 190 | 0.0% | 0.0% | 62 | +19,665 | 2329.98% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,188 | 188 | 0.0% | 0.0% | 63 | +18,851 | 1409.95% | Q1 2026 | Apr 07, 2026 |
| Crumly & Associates Inc. | History | No change | 19,454 | 181 | 0.04% | 0.05% | 64 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Lido Advisors, LLC | History | Added to | 19,264 | 179 | 0.0% | 0.0% | 65 | +8,526 | 79.4% | Q1 2026 | May 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 19,264 | 179 | 0.06% | 0.06% | 66 | +2,388 | 14.15% | Q1 2026 | May 19, 2026 |
| SJS Investment Consulting Inc. | History | New | 18,480 | 172 | 0.02% | — | 67 | +18,480 | New | Q1 2026 | Apr 23, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 18,365 | 170 | 0.0% | 0.0% | 69 | +7,092 | 62.91% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 18,279 | 170 | 0.0% | 0.0% | 68 | -223 | -1.21% | Q1 2026 | Apr 23, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 17,400 | 161 | 0.02% | 0.08% | 70 | -30,800 | -63.9% | Q1 2026 | Apr 30, 2026 |
| Sovereign Financial Group, Inc. | History | New | 17,170 | 159 | 0.03% | — | 71 | +17,170 | New | Q1 2026 | Apr 17, 2026 |
| LPL Financial LLC | History | Added to | 16,861 | 156 | 0.0% | 0.0% | 72 | +1,479 | 9.62% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Management, LLC | History | New | 16,636 | 154 | 0.01% | — | 73 | +16,636 | New | Q1 2026 | May 06, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 16,484 | 153 | 0.04% | — | 74 | +16,484 | New | Q1 2026 | Apr 08, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 16,310 | 151 | 0.02% | 0.02% | 75 | +2,627 | 19.2% | Q1 2026 | May 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 15,525 | 144 | 0.0% | 0.01% | 77 | +6 | 0.04% | Q1 2026 | May 11, 2026 |
| Somerset Trust Co | History | No change | 15,500 | 144 | 0.04% | 0.06% | 76 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| MORGAN STANLEY | History | Added to | 15,397 | 143 | 0.0% | 0.0% | 78 | +5,284 | 52.25% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | No change | 15,000 | 140 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 14,626 | 136 | 0.01% | — | 80 | +14,626 | New | Q1 2026 | Apr 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 13,566 | 126 | 0.0% | 0.0% | 81 | +577 | 4.44% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | New | 11,733 | 124 | 0.0% | — | 82 | +11,733 | New | Q1 2026 | Apr 20, 2026 |
| Headlands Technologies LLC | History | New | 12,824 | 119 | 0.01% | — | 83 | +12,824 | New | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 12,649 | 117 | 0.0% | — | 86 | +12,649 | New | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,663 | 117 | 0.0% | 0.0% | 84 | +112 | 0.89% | Q1 2026 | May 13, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Added to | 12,671 | 117 | 0.01% | 0.02% | 85 | +28 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 12,530 | 116 | 0.01% | 0.01% | 87 | -4,700 | -27.28% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 12,007 | 111 | 0.01% | 0.02% | 89 | -2,316 | -16.17% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,967 | 111 | 0.0% | 0.0% | 88 | -876 | -6.82% | Q1 2026 | May 05, 2026 |
| Clare Market Investments LLC | History | New | 11,650 | 108 | 0.02% | — | 90 | +11,650 | New | Q1 2026 | Apr 29, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 11,606 | 108 | 0.06% | — | 91 | +11,606 | New | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 11,544 | 107 | 0.0% | — | 93 | +11,544 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 11,499 | 107 | 0.0% | — | 94 | +11,499 | New | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 11,545 | 107 | 0.0% | 0.0% | 92 | -148 | -1.27% | Q1 2026 | May 13, 2026 |
| Grant Private Wealth Management Inc | History | No change | 11,322 | 105 | 0.06% | 0.08% | 95 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 9,892 | 103 | 0.13% | 0.15% | 96 | -2,272 | -18.68% | Q1 2026 | Apr 29, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 10,501 | 98 | 0.02% | — | 97 | +10,501 | New | Q1 2026 | May 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 10,492 | 97 | 0.01% | 0.01% | 98 | -2,165 | -17.11% | Q1 2026 | Apr 20, 2026 |
| Kingsview Wealth Management, LLC | History | New | 10,417 | 96 | 0.0% | — | 100 | +10,417 | New | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,346 | 96 | 0.0% | 0.0% | 99 | +11 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,205 | 95 | 0.0% | 0.0% | 101 | -1,154 | -10.16% | Q1 2026 | Apr 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,148 | 94 | 0.0% | 0.0% | 102 | -2,282 | -18.36% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | New | 10,065 | 93 | 0.0% | — | 104 | +10,065 | New | Q1 2026 | Apr 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 10,086 | 93 | 0.01% | 0.01% | 103 | -739 | -6.83% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,374 | 87 | 0.0% | 0.0% | 105 | +23 | 0.25% | Q1 2026 | Apr 07, 2026 |
| Leo H. Evart, Inc. | History | New | 8,386 | 78 | 0.07% | — | 106 | +8,386 | New | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 7,715 | 71 | 0.01% | 0.02% | 107 | -1,282 | -14.25% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,351 | 68 | 0.0% | 0.0% | 108 | +1,674 | 29.49% | Q1 2026 | May 11, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 6,134 | 57 | 0.01% | 0.01% | 109 | -460 | -6.98% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 5,755 | 53 | 0.0% | 0.0% | 110 | +370 | 6.87% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 5,295 | 49 | 0.0% | — | 111 | +5,295 | New | Q1 2026 | May 14, 2026 |
| Cypress Capital Management LLC (WY) | History | New | 5,200 | 48 | 0.04% | — | 112 | +5,200 | New | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 3,743 | 45 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Added to | 4,704 | 43 | 0.0% | 0.0% | 114 | +464 | 10.94% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,801 | 35 | 0.0% | 0.01% | 116 | -24,703 | -86.67% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 3,805 | 35 | 0.0% | 0.0% | 117 | -4,855 | -56.06% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,847 | 35 | 0.0% | 0.0% | 115 | +3,588 | 1385.33% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,852 | 35 | 0.0% | 0.0% | 118 | +1,441 | 59.77% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 3,349 | 31 | 0.0% | 0.0% | 119 | -1,000 | -22.99% | Q1 2026 | Apr 22, 2026 |
| Forum Finance Group S.A. | History | New | 3,795 | 29 | 0.02% | — | 122 | +3,795 | New | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,151 | 29 | 0.0% | 0.0% | 120 | +2,134 | 209.83% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 3,173 | 29 | 0.0% | 0.0% | 121 | +4 | 0.13% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,868 | 27 | 0.0% | 0.0% | 123 | +225 | 8.51% | Q1 2026 | May 01, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,300 | 27 | 0.01% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | New | 2,400 | 22 | 0.0% | — | 128 | +2,400 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,429 | 22 | 0.0% | 0.0% | 125 | +856 | 54.42% | Q1 2026 | Apr 17, 2026 |
| DAGCO, INC. | History | Added to | 2,377 | 22 | 0.0% | 0.01% | 126 | +6 | 0.25% | Q1 2026 | Apr 20, 2026 |
| LGT Financial Advisors LLC | History | No change | 2,378 | 22 | 0.11% | 0.17% | 127 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 2,272 | 21 | 0.0% | 0.0% | 129 | +743 | 48.59% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | No change | 2,053 | 19 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 1,812 | 16 | 0.0% | 0.0% | 131 | +2 | 0.11% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,615 | 15 | 0.0% | 0.0% | 132 | +24 | 1.51% | Q1 2026 | May 07, 2026 |
| Copia Wealth Management | History | No change | 1,623 | 15 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ascentis Independent Advisors | History | New | 1,593 | 14 | 0.0% | — | 137 | +1,593 | New | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | No change | 1,534 | 14 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | No change | 1,600 | 14 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Benson Wealth Management INC | History | No change | 1,545 | 14 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,462 | 13 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1,498 | 13 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CX Institutional | History | Reduced | 1,178 | 11 | 0.0% | 0.02% | 141 | -66,340 | -98.26% | Q1 2026 | Apr 06, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,225 | 11 | 0.0% | 0.01% | 142 | -6,285 | -83.69% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,302 | 11 | 0.0% | — | 140 | +1,262 | 3155.0% | Q1 2026 | May 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,102 | 10 | 0.0% | 0.0% | 143 | +392 | 55.21% | Q1 2026 | Apr 16, 2026 |
| Perkins Coie Trust Co | History | No change | 1,000 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Life Planners | History | New | 809 | 7 | 0.01% | — | 146 | +809 | New | Q1 2026 | Apr 24, 2026 |
| Mosley Wealth Management | History | New | 376 | 7 | 0.0% | — | 145 | +376 | New | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 680 | 6 | 0.0% | 0.0% | 148 | -600 | -46.88% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 711 | 6 | 0.0% | 0.0% | 152 | +527 | 286.41% | Q1 2026 | Apr 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 736 | 6 | 0.0% | 0.0% | 150 | +500 | 211.86% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 610 | 6 | 0.0% | 0.0% | 149 | +230 | 60.53% | Q1 2026 | May 15, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 708 | 6 | 0.01% | 0.01% | 153 | +2 | 0.28% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | No change | 676 | 6 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 750 | 6 | 0.0% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aventura Private Wealth, LLC | History | New | 632 | 5 | 0.0% | — | 157 | +632 | New | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 587 | 5 | 0.0% | 0.0% | 156 | -200 | -25.41% | Q1 2026 | May 08, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 578 | 5 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 554 | 5 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 96 | 4 | 0.0% | 0.0% | 159 | +5 | 5.49% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 443 | 4 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 404 | 4 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STANCE CAPITAL LLC | History | New | 416 | 3 | 0.0% | — | 165 | +416 | New | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 401 | 3 | 0.0% | — | 163 | +400 | 40000.0% | Q1 2026 | Apr 21, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 336 | 3 | 0.0% | 0.0% | 162 | +1 | 0.3% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 268 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trust Co | History | No change | 328 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management PBC | History | New | 317 | 2 | 0.0% | — | 172 | +317 | New | Q1 2026 | Apr 02, 2026 |
| Nova Wealth Management, Inc. | History | New | 300 | 2 | 0.0% | — | 171 | +300 | New | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 306 | 2 | 0.0% | 0.0% | 167 | -50 | -14.04% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 223 | 2 | 0.0% | 0.0% | 169 | -4 | -1.76% | Q1 2026 | May 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 230 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 197 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 249 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 147 | 1 | 0.0% | 0.0% | 176 | -6,074 | -97.64% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | Reduced | 144 | 1 | 0.0% | 0.0% | 179 | -1,028 | -87.71% | Q1 2026 | May 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 200 | 1 | 0.0% | — | 185 | +200 | New | Q1 2026 | May 12, 2026 |
| PFS Partners, LLC | History | Added to | 213 | 1 | 0.0% | — | 180 | +150 | 238.1% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 139 | 1 | 0.0% | 0.0% | 181 | -146 | -51.23% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | New | 128 | 1 | 0.0% | — | 183 | +128 | New | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 110 | 1 | 0.0% | — | 184 | +110 | New | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 201 | 1 | 0.0% | 0.0% | 173 | +40 | 24.84% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 199 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 175 | 1 | 0.0% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crews Bank & Trust | History | No change | 206 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.73% | — | -2,499,900 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -859,900 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -293,500 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90,181 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -76,827 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -52,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,035 | -100.0% | Q1 2026 | May 12, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -27,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -26,249 | -100.0% | Q1 2026 | May 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,483 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,864 | -100.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,412 | -100.0% | Q1 2026 | May 15, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,627 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,545 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -13,770 | -100.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,632 | -100.0% | Q1 2026 | May 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,620 | -100.0% | Q1 2026 | May 12, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,500 | -100.0% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,104 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,449 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 1 | 0 | — | 0.02% | — | -2,535 | -99.96% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Reduced | 1 | 0 | — | 0.0% | — | -2,100 | -99.95% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Reduced | 14 | 0 | — | 0.02% | — | -2,039 | -99.32% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 11, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -910 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -868 | -100.0% | Q1 2026 | May 14, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -415 | -100.0% | Q1 2026 | May 14, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 72 | 0 | — | 0.0% | — | -199 | -73.43% | Q1 2026 | Apr 15, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 103 | 0 | — | — | — | +102 | 10200.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 93 | 0 | — | — | — | +93 | New | Q1 2026 | Apr 13, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MCF Advisors LLC | History | New | 70 | 0 | — | — | — | +70 | New | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Added to | 56 | 0 | — | — | — | +55 | 5500.0% | Q1 2026 | Apr 10, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 08, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 08, 2026 |
| Hurley Capital, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 06, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | Added to | 94 | 0 | — | 0.0% | — | +10 | 11.9% | Q1 2026 | Apr 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 43 | 0 | — | — | — | -1 | -2.27% | Q1 2026 | Apr 07, 2026 |
| Johnson Financial Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 07, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 93 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Advisors | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 102 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CURIO WEALTH, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Miller Global Investments, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |