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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FARALLON CAPITAL MANAGEMENT LLC | History | Reduced | 603,000 | 26,898 | 0.15% | 0.94% | 1 | -2,782,500 | -82.19% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 533,529 | 23,799 | 0.01% | 0.01% | 2 | +30,767 | 6.12% | Q1 2026 | May 06, 2026 |
| Yarbrough Capital, LLC | History | Added to | 498,495 | 22,236 | 0.78% | 0.05% | 3 | +468,443 | 1558.77% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 168,993 | 7,538 | 0.0% | 0.0% | 4 | +162,585 | 2537.22% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 123,936 | 5,528 | 0.01% | 0.01% | 5 | +4,515 | 3.78% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 123,016 | 5,487 | 0.01% | 0.01% | 6 | +47,254 | 62.37% | Q1 2026 | May 13, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 105,432 | 4,703 | 0.78% | 1.1% | 7 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 101,772 | 4,539 | 0.38% | 0.44% | 8 | +12,841 | 14.44% | Q1 2026 | Apr 20, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 87,549 | 3,905 | 0.54% | — | 9 | +87,549 | New | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 67,850 | 3,026 | 0.08% | 0.11% | 10 | +2,890 | 4.45% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 66,716 | 2,975 | 0.11% | 0.16% | 11 | +9,326 | 16.25% | Q1 2026 | May 19, 2026 |
| Avior Wealth Management, LLC | History | New | 60,265 | 2,688 | 0.08% | — | 12 | +60,265 | New | Q1 2026 | Apr 09, 2026 |
| Oasis Advisors, LLC | History | Added to | 986,424 | 1,833 | 0.36% | 1.52% | 13 | +937,596 | 1920.2% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 38,786 | 1,730 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 38,412 | 1,713 | 0.05% | — | 15 | +38,412 | New | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 37,950 | 1,692 | 0.04% | 0.04% | 16 | +10,456 | 38.03% | Q1 2026 | May 15, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 34,764 | 1,550 | 0.41% | 0.46% | 17 | +712 | 2.09% | Q1 2026 | May 11, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 33,190 | 1,480 | 0.76% | 1.5% | 18 | -9,971 | -23.1% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | Added to | 31,854 | 1,420 | 0.17% | 0.25% | 19 | +162 | 0.51% | Q1 2026 | Apr 21, 2026 |
| Virtu Financial LLC | History | Reduced | 30,657 | 1,368 | 0.06% | 0.27% | 20 | -88,915 | -74.36% | Q1 2026 | May 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 27,157 | 1,211 | 0.23% | 0.3% | 21 | -22 | -0.08% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Added to | 23,518 | 1,049 | 0.01% | 0.01% | 22 | +13,369 | 131.73% | Q1 2026 | May 05, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 21,893 | 976 | 0.06% | 0.09% | 23 | -263 | -1.19% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 21,247 | 947 | 0.0% | 0.0% | 24 | +5,519 | 35.09% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 20,741 | 925 | 0.03% | 0.09% | 25 | -24,857 | -54.51% | Q1 2026 | May 15, 2026 |
| Pasadena Private Wealth, LLC | History | New | 19,816 | 883 | 0.12% | — | 26 | +19,816 | New | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,996 | 881 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Founders Capital Management | History | Added to | 19,604 | 874 | 0.43% | 0.49% | 28 | +3,428 | 21.19% | Q1 2026 | Apr 21, 2026 |
| Souders Financial Advisors | History | New | 19,042 | 849 | 0.1% | — | 29 | +19,042 | New | Q1 2026 | May 04, 2026 |
| Pallas Capital Advisors LLC | History | No change | 17,714 | 790 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,966 | 712 | 0.0% | 0.0% | 31 | +6,875 | 75.62% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 15,915 | 709 | 0.0% | 0.0% | 32 | +3,991 | 33.47% | Q1 2026 | May 05, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 15,656 | 698 | 0.07% | 0.05% | 33 | +7,481 | 91.51% | Q1 2026 | May 06, 2026 |
| Elser Financial Planning, Inc | History | No change | 15,861 | 689 | 0.03% | 0.67% | 34 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WealthPlan Investment Management, LLC | History | New | 14,417 | 643 | 0.04% | — | 36 | +14,417 | New | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,434 | 643 | 0.01% | 0.0% | 35 | +9,081 | 169.64% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,959 | 622 | 0.01% | 0.02% | 37 | -2,965 | -17.52% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,921 | 621 | 0.0% | 0.0% | 38 | +3,528 | 33.95% | Q1 2026 | Apr 30, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 13,845 | 617 | 0.08% | 0.33% | 39 | -34,408 | -71.31% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,208 | 589 | 0.0% | 0.0% | 40 | +1,265 | 10.59% | Q1 2026 | May 15, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 13,005 | 580 | 0.15% | 0.2% | 41 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 12,886 | 574 | 0.0% | 0.0% | 42 | +1,153 | 9.83% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,344 | 550 | 0.01% | 0.01% | 43 | +2,165 | 21.27% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,176 | 543 | 0.02% | 0.03% | 44 | +831 | 7.32% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 11,925 | 531 | 0.03% | 0.04% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,897 | 530 | 0.02% | 0.03% | 46 | -198 | -1.64% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Management, LLC | History | New | 11,544 | 514 | 0.22% | — | 47 | +11,544 | New | Q1 2026 | Apr 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,010 | 491 | 0.0% | 0.02% | 48 | -39,354 | -78.14% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,942 | 488 | 0.0% | 0.0% | 49 | -4,583 | -29.52% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,758 | 479 | 0.0% | 0.0% | 50 | +1,776 | 19.77% | Q1 2026 | Apr 30, 2026 |
| Well Done, LLC | History | New | 9,065 | 404 | 0.06% | — | 51 | +9,065 | New | Q1 2026 | Apr 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 8,891 | 396 | 0.06% | 0.1% | 52 | -1,390 | -13.52% | Q1 2026 | Apr 09, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 7,585 | 375 | 0.08% | 0.11% | 53 | +45 | 0.6% | Q1 2026 | May 01, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 6,951 | 357 | 0.13% | 0.13% | 54 | -366 | -5.0% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,044 | 352 | 0.0% | 0.0% | 55 | -10,446 | -56.5% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 7,455 | 334 | 0.01% | 0.01% | 56 | +1,679 | 29.07% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 7,443 | 332 | 0.0% | — | 57 | +7,443 | New | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 7,360 | 328 | 0.01% | 0.01% | 58 | +471 | 6.84% | Q1 2026 | May 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,155 | 319 | 0.01% | 0.01% | 59 | +2,147 | 42.87% | Q1 2026 | May 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 7,049 | 314 | 0.12% | 0.14% | 60 | +1,523 | 27.56% | Q1 2026 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,908 | 308 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,859 | 305 | 0.01% | 0.01% | 62 | +66 | 0.97% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,757 | 301 | 0.02% | 0.03% | 63 | +584 | 9.46% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,672 | 297 | 0.0% | 0.0% | 64 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | New | 6,329 | 282 | 0.06% | — | 67 | +6,329 | New | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 6,343 | 282 | 0.0% | 0.0% | 65 | -702 | -9.96% | Q1 2026 | May 12, 2026 |
| ADE, LLC | History | No change | 6,325 | 282 | 0.14% | 0.18% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crumly & Associates Inc. | History | Added to | 6,216 | 277 | 0.06% | 0.05% | 68 | +2,367 | 61.5% | Q1 2026 | Apr 02, 2026 |
| Independent Advisor Alliance | History | Added to | 6,178 | 275 | 0.0% | 0.01% | 69 | +854 | 16.04% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,022 | 268 | 0.0% | 0.0% | 70 | -3,681 | -37.94% | Q1 2026 | May 08, 2026 |
| Box Hill Private Wealth LLC | History | New | 5,572 | 248 | 0.25% | — | 71 | +5,572 | New | Q1 2026 | Apr 03, 2026 |
| PFG Investments, LLC | History | Added to | 5,521 | 246 | 0.01% | 0.01% | 73 | +295 | 5.64% | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | Added to | 5,536 | 246 | 0.07% | 0.09% | 72 | +71 | 1.3% | Q1 2026 | Apr 27, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 5,062 | 225 | 0.06% | 0.18% | 74 | -3,038 | -37.51% | Q1 2026 | May 15, 2026 |
| tru Independence LLC | History | Added to | 4,870 | 217 | 0.11% | 0.06% | 75 | +1,086 | 28.7% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 4,792 | 213 | 0.01% | 0.01% | 76 | +142 | 3.05% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | New | 4,548 | 204 | 0.0% | — | 78 | +4,548 | New | Q1 2026 | Apr 07, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 4,595 | 204 | 0.09% | 0.1% | 77 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 4,508 | 201 | 0.1% | — | 79 | +4,508 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,008 | 178 | 0.0% | 0.0% | 80 | +1,918 | 91.77% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,401 | 151 | 0.0% | 0.0% | 81 | +2,953 | 659.15% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,030 | 135 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,593 | 115 | 0.0% | 0.0% | 83 | +491 | 23.36% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | New | 2,450 | 110 | 0.02% | — | 84 | +2,450 | New | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 103 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | No change | 1,950 | 86 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,930 | 86 | 0.01% | 0.02% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,624 | 72 | 0.0% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | No change | 1,474 | 67 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,500 | 66 | 0.05% | 0.07% | 90 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 1,375 | 61 | 0.0% | 0.0% | 91 | +139 | 11.25% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 1,278 | 57 | 0.0% | — | 92 | +1,278 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 1,183 | 52 | 0.0% | 0.0% | 93 | -4,938 | -80.67% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 965 | 42 | 0.0% | — | 94 | +965 | New | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Added to | 900 | 40 | 0.01% | 0.0% | 95 | +700 | 350.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 863 | 38 | 0.0% | 0.0% | 96 | +200 | 30.17% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 870 | 38 | 0.0% | 0.01% | 97 | -100 | -10.31% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 792 | 35 | 0.0% | — | 98 | +792 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 721 | 32 | 0.0% | — | 100 | +721 | New | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | No change | 719 | 32 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 701 | 31 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Added to | 597 | 26 | 0.0% | 0.0% | 102 | +363 | 155.13% | Q1 2026 | Apr 27, 2026 |
| Horizons Wealth Management | History | New | 558 | 24 | 0.02% | — | 103 | +558 | New | Q1 2026 | Apr 02, 2026 |
| MATHER GROUP, LLC. | History | New | 430 | 19 | 0.0% | — | 105 | +430 | New | Q1 2026 | Apr 13, 2026 |
| IFG Advisory, LLC | History | New | 430 | 19 | 0.05% | — | 106 | +430 | New | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 447 | 19 | 0.0% | 0.0% | 104 | -1 | -0.22% | Q1 2026 | Apr 24, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 425 | 18 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 298 | 13 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 205 | 12 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | No change | 255 | 11 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 225 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 240 | 10 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 223 | 9 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 183 | 8 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 184 | 8 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 8 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 171 | 7 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | No change | 164 | 7 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 145 | 6 | 0.0% | 0.0% | 119 | +86 | 145.76% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 131 | 5 | 0.0% | 0.0% | 120 | -171 | -56.62% | Q1 2026 | May 19, 2026 |
| Winthrop Capital Management, LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Inspire Investing, LLC | History | No change | 97 | 4 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 100 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Anfield Capital Management, LLC | History | New | 83 | 3 | 0.0% | — | 127 | +83 | New | Q1 2026 | May 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | New | 66 | 2 | 0.0% | — | 129 | +66 | New | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 65 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | New | 29 | 1 | 0.0% | — | 132 | +29 | New | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -59,077 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,450 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -12,952 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,648 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Harbour Wealth Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -7,370 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,796 | -100.0% | Q1 2026 | Apr 28, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -4,264 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Management Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,213 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,154 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,948 | -100.0% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,821 | -100.0% | Q1 2026 | May 08, 2026 |
| Fortitude Financial, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,581 | -100.0% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,481 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -3,471 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Stembrook Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,456 | -100.0% | Q1 2026 | May 13, 2026 |
| Strategic Advocates LLC | History | Reduced | 1 | 0 | — | 0.05% | — | -3,398 | -99.97% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q1 2026 | May 07, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | May 01, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 19, 2026 |
| Hamrick Investment Counsel, llc | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 11, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| REAP Financial Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |