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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yarbrough Capital, LLC | History | No change | 498,495 | 27,364 | 0.76% | 0.56% | 1 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LPL Financial LLC | History | No change | 527,571 | 19,826 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 191,298 | 7,188 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 105,763 | 5,805 | 0.44% | 0.3% | 4 | +791 | 0.75% | Q3 2026 | Oct 23, 2026 |
| Cetera Investment Advisers | History | No change | 134,755 | 5,064 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 116,479 | 4,377 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 105,432 | 3,962 | 0.41% | 0.41% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 71,815 | 3,942 | 0.07% | 0.05% | 8 | -71 | -0.1% | Q3 2026 | Oct 13, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 87,252 | 3,278 | 0.52% | 0.52% | 9 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 77,246 | 2,902 | 0.35% | 0.35% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Founders Capital Management | History | Added to | 48,060 | 2,638 | 1.2% | 0.33% | 11 | +27,654 | 135.52% | Q3 2026 | Oct 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 63,630 | 2,391 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 63,604 | 2,390 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 33,529 | 1,840 | 0.43% | 0.3% | 14 | -523 | -1.54% | Q3 2026 | Oct 29, 2026 |
| Claro Advisors Inc. | History | Added to | 31,297 | 1,718 | 0.17% | 0.12% | 15 | +784 | 2.57% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 41,976 | 1,577 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Advisors Inc. | History | Added to | 27,868 | 1,529 | 0.26% | 0.18% | 17 | +53 | 0.19% | Q3 2026 | Oct 19, 2026 |
| NORTHERN TRUST CORP | History | No change | 38,786 | 1,457 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 38,486 | 1,446 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Souders Financial Advisors | History | Reduced | 24,201 | 1,328 | 0.13% | 0.09% | 20 | -375 | -1.53% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,988 | 1,317 | 0.0% | 0.0% | 21 | +6,368 | 36.14% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Reduced | 23,030 | 1,264 | 0.01% | 0.01% | 22 | -2,435 | -9.56% | Q3 2026 | Oct 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 32,475 | 1,220 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 32,277 | 1,213 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 29,524 | 1,110 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 29,387 | 1,104 | 0.5% | 0.5% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 19,862 | 1,090 | 0.05% | 0.04% | 27 | +18 | 0.09% | Q3 2026 | Oct 28, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 17,980 | 987 | 0.05% | 0.03% | 28 | +97 | 0.54% | Q3 2026 | Oct 15, 2026 |
| Elser Financial Planning, Inc | History | No change | 15,861 | 870 | 0.04% | 0.03% | 29 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 15,197 | 834 | 0.09% | 0.05% | 30 | +1,405 | 10.19% | Q3 2026 | Oct 23, 2026 |
| Private Advisor Group, LLC | History | No change | 20,428 | 767 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Indivisible Partners | History | Added to | 13,745 | 754 | 0.03% | 0.03% | 32 | +790 | 6.1% | Q3 2026 | Oct 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 13,654 | 749 | 0.0% | 0.0% | 33 | -38 | -0.28% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 18,926 | 711 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,346 | 677 | 0.03% | 0.02% | 35 | -185 | -1.48% | Q3 2026 | Nov 04, 2026 |
| Pallas Capital Advisors LLC | History | No change | 17,714 | 665 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,899 | 653 | 0.01% | 0.01% | 37 | -3,619 | -23.32% | Q3 2026 | Oct 22, 2026 |
| HighTower Advisors, LLC | History | No change | 16,450 | 618 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,256 | 617 | 0.0% | 0.0% | 39 | -691 | -5.78% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,542 | 610 | 0.0% | 0.0% | 40 | +3,140 | 37.37% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,490 | 582 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,296 | 574 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 13,600 | 513 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Well Done, LLC | History | Reduced | 8,907 | 488 | 0.07% | 0.05% | 44 | -161 | -1.78% | Q3 2026 | Oct 20, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 8,891 | 488 | 0.07% | 0.05% | 45 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 13,005 | 488 | 0.11% | 0.11% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 12,690 | 476 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 8,165 | 448 | 0.13% | 0.01% | 49 | +7,600 | 1345.13% | Q3 2026 | Oct 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 11,925 | 448 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 11,777 | 442 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vise Technologies, Inc. | History | New | 8,041 | 441 | 0.0% | — | 52 | +8,041 | New | Q3 2026 | Oct 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 11,747 | 441 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 11,645 | 437 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 7,758 | 425 | 0.1% | 0.09% | 54 | -919 | -10.59% | Q3 2026 | Oct 27, 2026 |
| Avestar Capital, LLC | History | New | 7,655 | 420 | 0.03% | — | 55 | +7,655 | New | Q3 2026 | Oct 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 11,058 | 415 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 7,540 | 396 | 0.08% | 0.06% | 57 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Crumly & Associates Inc. | History | Added to | 6,869 | 377 | 0.07% | 0.04% | 58 | +655 | 10.54% | Q3 2026 | Oct 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,852 | 376 | 0.0% | 0.0% | 59 | +3,556 | 107.89% | Q3 2026 | Oct 08, 2026 |
| Archer Investment Management, LLC | History | Reduced | 6,786 | 372 | 0.12% | 0.12% | 60 | -2,740 | -28.76% | Q3 2026 | Oct 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 9,779 | 367 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 6,671 | 366 | 0.03% | — | 63 | +6,671 | New | Q3 2026 | Oct 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,673 | 366 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,659 | 365 | 0.0% | 0.0% | 64 | +100 | 1.52% | Q3 2026 | Nov 03, 2026 |
| ADE, LLC | History | No change | 6,325 | 347 | 0.14% | 0.1% | 65 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Creative Planning | History | Reduced | 5,937 | 325 | 0.0% | 0.0% | 66 | -106 | -1.75% | Q3 2026 | Nov 02, 2026 |
| Rose Capital Advisors LLC | History | No change | 5,821 | 319 | 0.08% | 0.11% | 67 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Tortuga Wealth Management, Inc | History | Reduced | 5,500 | 301 | 0.21% | 0.18% | 68 | -800 | -12.7% | Q3 2026 | Oct 27, 2026 |
| Shore Point Advisors, LLC | History | New | 5,205 | 285 | 0.09% | — | 69 | +5,205 | New | Q3 2026 | Oct 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,414 | 278 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 7,371 | 277 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 7,350 | 276 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| tru Independence LLC | History | New | 4,870 | 267 | 0.11% | — | 73 | +4,870 | New | Q3 2026 | Oct 19, 2026 |
| Clear Creek Financial Management, LLC | History | New | 4,740 | 260 | 0.02% | — | 74 | +4,740 | New | Q3 2026 | Oct 28, 2026 |
| Independent Advisor Alliance | History | No change | 6,794 | 255 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,772 | 254 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,345 | 238 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 4,201 | 230 | 0.01% | — | 78 | +4,201 | New | Q3 2026 | Nov 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 4,186 | 229 | 0.01% | — | 79 | +4,186 | New | Q3 2026 | Oct 26, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 3,948 | 216 | 0.01% | — | 80 | +3,948 | New | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,699 | 214 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 3,693 | 202 | 0.03% | — | 82 | +3,693 | New | Q3 2026 | Oct 27, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 5,062 | 190 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transce3nd, LLC | History | New | 3,357 | 183 | 0.18% | — | 84 | +3,357 | New | Q3 2026 | Oct 26, 2026 |
| BFC Planning, Inc. | History | No change | 3,900 | 146 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Rossby Financial, LCC | History | New | 2,450 | 134 | 0.02% | — | 86 | +2,450 | New | Q3 2026 | Nov 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,030 | 113 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,938 | 110 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 1,950 | 107 | 0.01% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,593 | 97 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 2,606 | 97 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,500 | 82 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 75 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,930 | 72 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,632 | 61 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 1,474 | 60 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DeDora Capital, Inc. | History | New | 1,000 | 54 | 0.01% | — | 97 | +1,000 | New | Q3 2026 | Oct 26, 2026 |
| Ascentis Independent Advisors | History | New | 946 | 51 | 0.0% | — | 98 | +946 | New | Q3 2026 | Nov 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 870 | 47 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 1,183 | 44 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 1,052 | 39 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 701 | 38 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 652 | 35 | 0.0% | 0.0% | 103 | +468 | 254.35% | Q3 2026 | Oct 26, 2026 |
| JPMORGAN CHASE & CO | History | No change | 881 | 34 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 792 | 29 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 765 | 28 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 500 | 27 | 0.02% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 446 | 24 | 0.0% | — | 108 | +446 | New | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 430 | 23 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 298 | 16 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Horizons Wealth Management | History | New | 280 | 15 | 0.01% | — | 111 | +280 | New | Q3 2026 | Oct 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 375 | 14 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 255 | 13 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 222 | 12 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 223 | 12 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 11 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | Added to | 166 | 9 | 0.0% | 0.0% | 118 | +2 | 1.22% | Q3 2026 | Oct 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 171 | 9 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 225 | 8 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | No change | 97 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Triumph Capital Management | History | No change | 100 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Archer Investment Corp | History | No change | 100 | 5 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 93 | 5 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 79 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 68 | 3 | 0.0% | 0.0% | 127 | -172 | -71.67% | Q3 2026 | Oct 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 80 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Retirement, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atomic Invest LLC | History | No change | 79 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| FIFTH THIRD BANCORP | History | New | 50 | 2 | 0.0% | — | 132 | +50 | New | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Added to | 48 | 2 | 0.0% | 0.0% | 130 | +19 | 65.52% | Q3 2026 | Nov 05, 2026 |
| UMB Bank, n.a. | History | No change | 76 | 2 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 35 | 1 | 0.0% | — | 134 | +35 | New | Q3 2026 | Oct 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 25 | 1 | 0.0% | — | 133 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Box Hill Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,572 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -172 | -100.0% | Q3 2026 | Oct 29, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Strategic Advocates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| REAP Financial Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |