Bitwise 10 Crypto Index ETF - BITW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 527,571 | 19,826 | 0.0% | 0.01% | 1 | -5,958 | -1.12% | Q2 2026 | Aug 07, 2026 |
| Yarbrough Capital, LLC | History | No change | 498,495 | 18,733 | 0.56% | 0.78% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 191,298 | 7,188 | 0.0% | 0.0% | 3 | +22,305 | 13.2% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 134,755 | 5,064 | 0.0% | 0.01% | 4 | +10,819 | 8.73% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 116,479 | 4,377 | 0.0% | 0.01% | 5 | -6,537 | -5.31% | Q2 2026 | Aug 13, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 105,432 | 3,962 | 0.41% | 0.78% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 104,972 | 3,944 | 0.3% | 0.38% | 7 | +3,200 | 3.14% | Q2 2026 | Jul 16, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 87,252 | 3,278 | 0.52% | — | 8 | +87,252 | New | Q2 2026 | Jul 23, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 77,246 | 2,902 | 0.35% | 0.54% | 9 | -10,303 | -11.77% | Q2 2026 | Jul 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 71,886 | 2,701 | 0.05% | 0.04% | 10 | +33,936 | 89.42% | Q2 2026 | Jul 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 63,630 | 2,391 | 0.06% | 0.08% | 11 | -4,220 | -6.22% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 63,604 | 2,390 | 0.08% | 0.11% | 12 | -3,112 | -4.66% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 41,976 | 1,577 | 0.0% | 0.01% | 13 | -11,834 | -21.99% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 38,786 | 1,457 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 38,486 | 1,446 | 0.03% | 0.05% | 15 | +74 | 0.19% | Q2 2026 | Aug 03, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 34,052 | 1,279 | 0.3% | 0.41% | 16 | -712 | -2.05% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 32,475 | 1,220 | 0.12% | — | 17 | +32,475 | New | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | Added to | 32,277 | 1,213 | 0.04% | 0.06% | 18 | +1,620 | 5.28% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 30,513 | 1,146 | 0.12% | 0.17% | 19 | -1,341 | -4.21% | Q2 2026 | Jul 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 29,524 | 1,110 | 0.05% | 0.03% | 20 | +8,783 | 42.35% | Q2 2026 | Aug 14, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 29,387 | 1,104 | 0.5% | 0.76% | 21 | -3,803 | -11.46% | Q2 2026 | Aug 11, 2026 |
| Cambridge Advisors Inc. | History | Added to | 27,815 | 1,045 | 0.18% | 0.23% | 22 | +658 | 2.42% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | Added to | 25,465 | 956 | 0.01% | 0.01% | 23 | +1,947 | 8.28% | Q2 2026 | Jul 28, 2026 |
| Souders Financial Advisors | History | Added to | 24,576 | 923 | 0.09% | 0.1% | 24 | +5,534 | 29.06% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,428 | 767 | 0.0% | 0.0% | 25 | -819 | -3.85% | Q2 2026 | Jul 27, 2026 |
| Founders Capital Management | History | Added to | 20,406 | 766 | 0.33% | 0.43% | 26 | +802 | 4.09% | Q2 2026 | Jul 21, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 19,844 | 745 | 0.04% | 0.06% | 27 | -2,049 | -9.36% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,926 | 711 | 0.0% | 0.01% | 28 | +4,492 | 31.12% | Q2 2026 | Sep 08, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 17,883 | 672 | 0.03% | 0.04% | 29 | +3,466 | 24.04% | Q2 2026 | Jul 28, 2026 |
| Pallas Capital Advisors LLC | History | No change | 17,714 | 665 | 0.02% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,620 | 662 | 0.0% | 0.0% | 31 | +3,699 | 26.57% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,450 | 618 | 0.0% | 0.0% | 32 | +535 | 3.36% | Q2 2026 | Aug 05, 2026 |
| Elser Financial Planning, Inc | History | No change | 15,861 | 596 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,518 | 583 | 0.01% | 0.01% | 34 | +1,559 | 11.17% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 15,490 | 582 | 0.0% | 0.0% | 35 | -476 | -2.98% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | New | 15,296 | 574 | 0.01% | — | 36 | +15,296 | New | Q2 2026 | Aug 06, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 13,792 | 518 | 0.05% | 0.08% | 37 | -53 | -0.38% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,692 | 514 | 0.0% | 0.0% | 38 | +2,934 | 27.27% | Q2 2026 | Jul 28, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 13,600 | 513 | 0.05% | 0.07% | 39 | -2,056 | -13.13% | Q2 2026 | Aug 11, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 13,005 | 488 | 0.11% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Indivisible Partners | History | New | 12,955 | 486 | 0.03% | — | 41 | +12,955 | New | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 12,690 | 476 | 0.0% | 0.0% | 42 | -196 | -1.52% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,531 | 470 | 0.02% | 0.02% | 43 | +355 | 2.92% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,947 | 448 | 0.0% | 0.0% | 45 | +1,005 | 9.18% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 11,925 | 448 | 0.02% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | Reduced | 11,777 | 442 | 0.0% | 0.0% | 46 | -1,431 | -10.83% | Q2 2026 | Aug 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,747 | 441 | 0.01% | 0.02% | 47 | -150 | -1.26% | Q2 2026 | Jul 31, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 11,645 | 437 | 0.06% | 0.12% | 48 | -8,171 | -41.23% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 11,058 | 415 | 0.0% | 0.01% | 49 | +3,603 | 48.33% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 9,779 | 367 | 0.0% | — | 50 | +9,779 | New | Q2 2026 | Aug 14, 2026 |
| Archer Investment Management, LLC | History | Reduced | 9,526 | 357 | 0.12% | 0.22% | 51 | -2,018 | -17.48% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,402 | 344 | 0.0% | 0.0% | 52 | +358 | 4.45% | Q2 2026 | Jul 15, 2026 |
| Well Done, LLC | History | Added to | 9,068 | 340 | 0.05% | 0.06% | 53 | +3 | 0.03% | Q2 2026 | Jul 24, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 8,891 | 334 | 0.05% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Balance Wealth Partners LLC | History | New | 8,677 | 326 | 0.09% | — | 55 | +8,677 | New | Q2 2026 | Jul 21, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 7,540 | 300 | 0.06% | 0.08% | 56 | -45 | -0.59% | Q2 2026 | Jul 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,414 | 278 | 0.0% | 0.0% | 57 | -29 | -0.39% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 7,371 | 277 | 0.0% | 0.0% | 58 | +699 | 10.48% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,350 | 276 | 0.0% | 0.01% | 59 | +195 | 2.73% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | Added to | 6,794 | 255 | 0.01% | 0.0% | 60 | +616 | 9.97% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,772 | 254 | 0.0% | — | 61 | +6,772 | New | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 6,673 | 250 | 0.01% | 0.01% | 62 | -687 | -9.33% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,559 | 246 | 0.0% | 0.01% | 63 | -300 | -4.37% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,345 | 238 | 0.01% | 0.02% | 64 | -412 | -6.1% | Q2 2026 | Aug 14, 2026 |
| ADE, LLC | History | No change | 6,325 | 237 | 0.1% | 0.14% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tortuga Wealth Management, Inc | History | New | 6,300 | 236 | 0.18% | — | 66 | +6,300 | New | Q2 2026 | Jul 30, 2026 |
| Crumly & Associates Inc. | History | Reduced | 6,214 | 233 | 0.04% | 0.06% | 67 | -2 | -0.03% | Q2 2026 | Jul 08, 2026 |
| Creative Planning | History | Reduced | 6,043 | 227 | 0.0% | 0.0% | 68 | -300 | -4.73% | Q2 2026 | Aug 13, 2026 |
| Rose Capital Advisors LLC | History | New | 5,821 | 218 | 0.11% | — | 69 | +5,821 | New | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,699 | 214 | 0.0% | 0.0% | 70 | -323 | -5.36% | Q2 2026 | Aug 13, 2026 |
| Box Hill Private Wealth LLC | History | No change | 5,572 | 209 | 0.17% | 0.25% | 71 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 5,062 | 190 | 0.03% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,296 | 123 | 0.0% | 0.0% | 73 | -1,252 | -27.53% | Q2 2026 | Jul 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,030 | 113 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,938 | 110 | 0.0% | 0.0% | 75 | -1,070 | -26.7% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | Added to | 2,606 | 97 | 0.0% | 0.05% | 77 | +2,176 | 506.05% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,593 | 97 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 75 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| North Star Investment Management Corp. | History | No change | 1,950 | 73 | 0.0% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,624 | 72 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,930 | 72 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | New | 1,632 | 61 | 0.0% | — | 83 | +1,632 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 1,375 | 61 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 1,474 | 60 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,500 | 56 | 0.03% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Allworth Financial LP | History | No change | 1,183 | 44 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Reduced | 1,052 | 39 | 0.0% | 0.0% | 87 | -2,349 | -69.07% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 881 | 34 | 0.0% | 0.0% | 88 | -84 | -8.7% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 870 | 32 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 792 | 29 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 765 | 28 | 0.0% | 0.0% | 91 | +46 | 6.4% | Q2 2026 | Aug 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 701 | 26 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizons Wealth Management | History | No change | 558 | 24 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Quaker Wealth Management, LLC | History | New | 565 | 21 | 0.01% | — | 94 | +565 | New | Q2 2026 | Jul 24, 2026 |
| Ulland Investment Advisors, LLC | History | New | 500 | 19 | 0.01% | — | 95 | +500 | New | Q2 2026 | Jul 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 430 | 16 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | New | 375 | 14 | 0.0% | — | 97 | +375 | New | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 298 | 11 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 255 | 9 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 240 | 9 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 222 | 8 | 0.0% | 0.0% | 101 | +157 | 241.54% | Q2 2026 | Jul 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 225 | 8 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 223 | 8 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 7 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 172 | 6 | 0.0% | — | 108 | +172 | New | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 171 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blue Trust, Inc. | History | No change | 164 | 6 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 184 | 6 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| McIlrath & Eck, LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Triumph Capital Management | History | Reduced | 100 | 3 | 0.0% | 0.01% | 112 | -800 | -88.89% | Q2 2026 | Jul 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 93 | 3 | 0.0% | — | 117 | +93 | New | Q2 2026 | Jul 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 80 | 3 | 0.0% | — | 116 | +80 | New | Q2 2026 | Aug 13, 2026 |
| Anfield Capital Management, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Inspire Investing, LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 100 | 3 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vision Retirement, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UMB Bank, n.a. | History | Added to | 76 | 2 | 0.0% | 0.0% | 118 | +10 | 15.15% | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| US BANCORP \DE\ | History | No change | 29 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -986,424 | -100.0% | Q2 2026 | Jul 30, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.15% | — | -603,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -60,265 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,344 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Basecamp Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,912 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,010 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Shore Point Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,049 | -100.0% | Q2 2026 | Jul 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.13% | — | -6,951 | -100.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,908 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Net Worth Advisory Group | History | Closed out | 0 | 0 | — | 0.06% | — | -6,329 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,536 | -100.0% | Q2 2026 | Jul 21, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,521 | -100.0% | Q2 2026 | Jul 23, 2026 |
| tru Independence LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,870 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,792 | -100.0% | Q2 2026 | Jul 22, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,595 | -100.0% | Q2 2026 | Aug 06, 2026 |
| BlackDiamond Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,508 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,450 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,278 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -863 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -721 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -597 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -447 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q2 2026 | Jul 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Hamrick Investment Counsel, llc | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 25 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Advocates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |