Global X Funds - CATH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund Evaluation Group, LLC | History | Added to | 976,483 | 86,418 | 2.33% | 1.77% | 1 | +238,027 | 32.23% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 537,387 | 47,558 | 0.0% | 0.0% | 2 | -21,846 | -3.91% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 532,259 | 47,104 | 0.85% | 0.85% | 3 | -21,049 | -3.8% | Q2 2026 | Jul 31, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 465,612 | 41,206 | 0.0% | 0.0% | 4 | +23,062 | 5.21% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 335,770 | 29,715 | 0.04% | 0.03% | 5 | +63,094 | 23.14% | Q2 2026 | Jul 28, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 229,489 | 20,114 | 3.92% | 4.03% | 6 | -7,299 | -3.08% | Q2 2026 | Jul 28, 2026 |
| Choate Investment Advisors | History | Added to | 207,035 | 18,322 | 0.32% | 0.25% | 7 | +43,117 | 26.3% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Added to | 174,006 | 15,399 | 0.0% | 0.0% | 8 | +14,675 | 9.21% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 164,446 | 14,553 | 0.0% | 0.0% | 9 | +532 | 0.32% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 161,371 | 14,281 | 0.02% | 0.02% | 10 | +26,561 | 19.7% | Q2 2026 | Aug 27, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 150,823 | 13,347 | 0.07% | 0.07% | 11 | -125 | -0.08% | Q2 2026 | Jul 17, 2026 |
| CWM, LLC | History | No change | 158,292 | 12,370 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 121,008 | 10,709 | 0.98% | 0.91% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 120,135 | 10,631 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 110,886 | 9,813 | 0.04% | 0.04% | 15 | +24,439 | 28.27% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 110,112 | 9,744 | 0.0% | 0.0% | 16 | +7,795 | 7.62% | Q2 2026 | Aug 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 97,427 | 8,622 | 0.54% | 0.58% | 17 | -12,468 | -11.35% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 91,725 | 8,117 | 0.01% | 0.01% | 18 | -1,413 | -1.52% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Reduced | 83,032 | 7,348 | 0.03% | 0.03% | 19 | -543 | -0.65% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 74,275 | 6,573 | 0.0% | 0.0% | 20 | +820 | 1.12% | Q2 2026 | Aug 12, 2026 |
| First Bank & Trust | History | Reduced | 73,966 | 6,545 | 0.96% | 1.07% | 21 | -10,800 | -12.74% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 73,363 | 6,492 | 0.0% | 0.0% | 22 | -196 | -0.27% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 67,681 | 5,943 | 0.17% | 0.15% | 23 | +5,181 | 8.29% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 65,002 | 5,752 | 0.01% | 0.01% | 24 | +8,360 | 14.76% | Q2 2026 | Aug 12, 2026 |
| DAGCO, INC. | History | No change | 65,000 | 5,752 | 1.06% | 1.1% | 25 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 62,606 | 5,540 | 0.0% | 0.0% | 26 | +2,415 | 4.01% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 62,338 | 5,516 | 0.01% | 0.01% | 27 | +1 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Reduced | 60,537 | 5,359 | 0.02% | 0.02% | 28 | -214 | -0.35% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 51,501 | 4,557 | 0.0% | 0.0% | 29 | +127 | 0.25% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 47,980 | 4,246 | 0.01% | 0.01% | 30 | +1,818 | 3.94% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 47,786 | 4,229 | 0.0% | 0.0% | 31 | +1,199 | 2.57% | Q2 2026 | Aug 03, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 46,566 | 4,121 | 0.01% | 0.02% | 32 | -79,313 | -63.01% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,912 | 4,093 | 0.0% | 0.0% | 33 | +11,096 | 30.98% | Q2 2026 | Aug 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 45,647 | 4,039 | 0.01% | 0.01% | 34 | -4,847 | -9.6% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 45,597 | 4,035 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 44,894 | 3,973 | 0.0% | 0.0% | 36 | +1,914 | 4.45% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 39,841 | 3,525 | 0.0% | 0.0% | 37 | +1,740 | 4.57% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 38,462 | 3,403 | 0.28% | 0.28% | 38 | +906 | 2.41% | Q2 2026 | Jul 16, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 35,132 | 3,109 | 0.56% | 0.59% | 39 | -2,842 | -7.48% | Q2 2026 | Aug 14, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 34,706 | 3,071 | 0.1% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 34,548 | 3,057 | 0.01% | 0.01% | 41 | +4,500 | 14.98% | Q2 2026 | Aug 07, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 33,419 | 2,957 | 0.47% | 0.46% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signet Private Wealth LLC | History | Added to | 32,914 | 2,912 | 2.32% | 2.35% | 43 | +1,439 | 4.57% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,676 | 2,803 | 0.0% | 0.0% | 44 | +21,413 | 208.64% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,457 | 2,695 | 0.0% | 0.0% | 45 | +28 | 0.09% | Q2 2026 | Jul 29, 2026 |
| Hirtle & Co., LLC | History | No change | 30,257 | 2,677 | 0.09% | 0.08% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 29,246 | 2,588 | 0.01% | 0.01% | 47 | +818 | 2.88% | Q2 2026 | Aug 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 28,931 | 2,560 | 0.04% | 0.04% | 48 | -93 | -0.32% | Q2 2026 | Aug 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 28,617 | 2,540 | 0.4% | — | 49 | +28,617 | New | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 27,118 | 2,487 | 0.05% | 0.05% | 50 | +638 | 2.41% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 25,743 | 2,278 | 0.0% | 0.0% | 51 | +7,179 | 38.67% | Q2 2026 | Aug 14, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 25,041 | 2,216 | 1.77% | 1.73% | 52 | -46 | -0.18% | Q2 2026 | Aug 06, 2026 |
| Financial Advisory Corp | History | Reduced | 24,420 | 2,161 | 0.29% | 0.29% | 53 | -2,078 | -7.84% | Q2 2026 | Jul 09, 2026 |
| Trust Point Inc. | History | Added to | 24,096 | 2,132 | 0.18% | 0.16% | 54 | +107 | 0.45% | Q2 2026 | Jul 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,147 | 2,048 | 0.0% | 0.0% | 55 | -396 | -1.68% | Q2 2026 | Aug 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 23,030 | 2,044 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | Added to | 22,998 | 2,036 | 0.07% | 0.06% | 57 | +5,299 | 29.94% | Q2 2026 | Aug 12, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 22,041 | 1,950 | 0.15% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Curi Capital, LLC | History | No change | 20,523 | 1,822 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 20,316 | 1,797 | 0.02% | 0.02% | 60 | +367 | 1.84% | Q2 2026 | Jul 08, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 20,000 | 1,770 | 1.14% | 1.32% | 61 | -2,772 | -12.17% | Q2 2026 | Aug 05, 2026 |
| Bravera Wealth | History | Added to | 19,900 | 1,761 | 0.68% | 0.69% | 62 | +200 | 1.02% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,828 | 1,754 | 0.0% | 0.0% | 63 | -167 | -0.84% | Q2 2026 | Aug 19, 2026 |
| Argent Trust Co | History | Added to | 19,523 | 1,727 | 0.05% | 0.05% | 64 | +793 | 4.23% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 19,495 | 1,725 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 18,207 | 1,611 | 0.16% | 0.08% | 66 | +9,028 | 98.35% | Q2 2026 | Jul 29, 2026 |
| PlanVest Financial, Inc | History | Added to | 17,713 | 1,567 | 1.05% | 1.05% | 67 | +43 | 0.24% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 16,850 | 1,491 | 0.0% | 0.0% | 68 | +2,874 | 20.56% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | Reduced | 16,836 | 1,489 | 0.1% | 0.1% | 69 | -1,704 | -9.19% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,762 | 1,483 | 0.0% | 0.0% | 70 | -652 | -3.74% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,504 | 1,372 | 0.01% | 0.0% | 71 | +10,848 | 232.99% | Q2 2026 | Jul 27, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 15,232 | 1,348 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 13,301 | 1,177 | 0.01% | 0.02% | 73 | -32,061 | -70.68% | Q2 2026 | Aug 18, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 13,000 | 1,150 | 0.9% | 1.3% | 74 | -5,900 | -31.22% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,798 | 1,133 | 0.0% | 0.0% | 75 | -5 | -0.04% | Q2 2026 | Jul 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 12,630 | 1,117 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 12,257 | 1,085 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,866 | 1,050 | 0.01% | 0.01% | 78 | -7,002 | -37.11% | Q2 2026 | Aug 04, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 11,840 | 1,047 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 11,662 | 1,032 | 0.18% | 0.19% | 80 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 11,660 | 1,031 | 0.01% | 0.02% | 81 | -1,163 | -9.07% | Q2 2026 | Jul 20, 2026 |
| Prospera Financial Services Inc | History | No change | 11,388 | 1,007 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 11,300 | 1,000 | 0.46% | 0.45% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,042 | 977 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,750 | 951 | 0.0% | 0.0% | 85 | +3,203 | 42.44% | Q2 2026 | Jul 28, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 10,500 | 929 | 0.5% | 0.48% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AtlasMark Financial, Inc | History | No change | 10,500 | 929 | 0.46% | 0.56% | 87 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,387 | 919 | 0.0% | 0.0% | 88 | -69 | -0.66% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,211 | 903 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | Added to | 10,116 | 895 | 0.07% | 0.04% | 90 | +5,524 | 120.3% | Q2 2026 | Aug 05, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 9,720 | 860 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 9,708 | 859 | 0.02% | 0.02% | 92 | +207 | 2.18% | Q2 2026 | Aug 13, 2026 |
| Human Investing LLC | History | Reduced | 9,399 | 831 | 0.11% | 0.11% | 93 | -208 | -2.17% | Q2 2026 | Jul 21, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 9,315 | 824 | 0.44% | 0.43% | 94 | +50 | 0.54% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 8,780 | 777 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 8,745 | 773 | 0.04% | 0.04% | 96 | -225 | -2.51% | Q2 2026 | Jul 16, 2026 |
| Security Financial Services, INC. | History | Added to | 8,481 | 750 | 0.1% | 0.1% | 97 | +519 | 6.52% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 8,282 | 732 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 8,252 | 730 | 0.11% | 0.1% | 99 | -13 | -0.16% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | Added to | 8,210 | 726 | 0.0% | 0.0% | 100 | +292 | 3.69% | Q2 2026 | Aug 03, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 8,196 | 725 | 0.37% | 0.36% | 101 | +380 | 4.86% | Q2 2026 | Jul 17, 2026 |
| MBE Wealth Management, LLC | History | Added to | 8,012 | 709 | 0.25% | 0.26% | 102 | +2 | 0.02% | Q2 2026 | Jul 24, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 7,859 | 695 | 0.02% | 0.02% | 103 | -875 | -10.02% | Q2 2026 | Jul 27, 2026 |
| Firestone Capital Management | History | Reduced | 7,767 | 687 | 0.13% | 0.13% | 104 | -136 | -1.72% | Q2 2026 | Jul 31, 2026 |
| Carter Financial, LLC | History | No change | 7,593 | 671 | 0.5% | 0.52% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 7,531 | 666 | 0.0% | 0.0% | 106 | +4,745 | 170.32% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 7,108 | 629 | 0.0% | 0.0% | 107 | +3,179 | 80.91% | Q2 2026 | Aug 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 7,114 | 629 | 0.2% | 0.21% | 108 | -49 | -0.68% | Q2 2026 | Jul 15, 2026 |
| WIN ADVISORS, INC | History | Reduced | 6,961 | 616 | 0.22% | 0.25% | 109 | -120 | -1.69% | Q2 2026 | Aug 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 6,923 | 612 | 0.07% | 0.07% | 110 | +28 | 0.41% | Q2 2026 | Aug 11, 2026 |
| Montecito Bank & Trust | History | No change | 6,765 | 598 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NICOLET BANKSHARES INC | History | No change | 6,668 | 590 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 6,599 | 584 | 0.12% | 0.12% | 113 | -27 | -0.41% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | New | 6,460 | 571 | 0.0% | — | 114 | +6,460 | New | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,401 | 566 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,293 | 556 | 0.01% | 0.01% | 116 | -21 | -0.33% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,280 | 555 | 0.03% | 0.03% | 117 | +38 | 0.61% | Q2 2026 | Jul 27, 2026 |
| Joseph Group Capital Management | History | Added to | 6,162 | 545 | 0.11% | 0.1% | 119 | +1,286 | 26.37% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 6,163 | 545 | 0.04% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 6,136 | 543 | 0.01% | 0.04% | 120 | -23,852 | -79.54% | Q2 2026 | Jul 15, 2026 |
| Lido Advisors, LLC | History | No change | 6,029 | 533 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPH & CO | History | No change | 5,816 | 514 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Disciplined Investments, LLC | History | No change | 5,499 | 486 | 0.16% | 0.15% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,500 | 486 | 0.0% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 5,430 | 480 | 0.17% | 0.21% | 125 | -1,255 | -18.77% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 5,338 | 472 | 0.0% | 0.0% | 126 | +5 | 0.09% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,313 | 470 | 0.0% | 0.01% | 127 | -6 | -0.11% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,187 | 459 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 5,170 | 457 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 5,029 | 445 | 0.35% | 0.23% | 131 | +1,595 | 46.45% | Q2 2026 | Aug 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 5,038 | 445 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heritage Trust Co | History | No change | 5,000 | 442 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Planning LLC | History | No change | 4,937 | 438 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| eCIO, Inc. | History | No change | 4,948 | 437 | 0.12% | 0.17% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 4,725 | 418 | 0.0% | 0.0% | 135 | -2,040 | -30.16% | Q2 2026 | Aug 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | Reduced | 4,724 | 418 | 0.03% | 0.03% | 137 | -156 | -3.2% | Q2 2026 | Aug 05, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 4,729 | 418 | 0.1% | 0.11% | 136 | -141 | -2.9% | Q2 2026 | Jul 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,545 | 402 | 0.01% | 0.01% | 138 | +921 | 25.41% | Q2 2026 | Aug 14, 2026 |
| First Financial Bank - Trust Division | History | Added to | 4,522 | 400 | 0.03% | 0.03% | 139 | +356 | 8.55% | Q2 2026 | Jul 01, 2026 |
| Independence Bank of Kentucky | History | Reduced | 4,490 | 397 | 0.04% | 0.06% | 140 | -1,660 | -26.99% | Q2 2026 | Jul 13, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 4,456 | 394 | 0.06% | 0.06% | 141 | -15 | -0.34% | Q2 2026 | Jul 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 4,425 | 391 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,107 | 363 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 4,070 | 360 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARLSON FINANCIAL, INC. | History | Reduced | 3,913 | 346 | 0.18% | 0.19% | 145 | -277 | -6.61% | Q2 2026 | Aug 24, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 3,860 | 341 | 0.06% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jacobi Capital Management LLC | History | No change | 3,700 | 327 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,667 | 324 | 0.01% | — | 148 | +3,667 | New | Q2 2026 | Aug 11, 2026 |
| STAR Financial Bank | History | No change | 3,647 | 322 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 3,646 | 320 | 0.0% | 0.0% | 150 | -74 | -1.99% | Q2 2026 | Aug 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 3,560 | 315 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UMB Bank, n.a. | History | No change | 3,503 | 310 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEM Asset Management, LLC | History | Reduced | 3,469 | 306 | 0.12% | 0.12% | 153 | -4 | -0.12% | Q2 2026 | Jul 21, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 3,355 | 297 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 3,241 | 284 | 0.0% | — | 156 | +3,241 | New | Q2 2026 | Aug 11, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 3,216 | 284 | 0.09% | 0.11% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SWMG, LLC | History | Reduced | 3,157 | 282 | 0.07% | 0.07% | 157 | -68 | -2.11% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | Reduced | 3,157 | 279 | 0.0% | 0.0% | 158 | -68 | -2.11% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,138 | 277 | 0.0% | 0.0% | 159 | -39,080 | -92.57% | Q2 2026 | Aug 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 3,122 | 276 | 0.02% | 0.02% | 160 | -510 | -14.04% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | New | 3,088 | 273 | 0.01% | — | 161 | +3,088 | New | Q2 2026 | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 3,087 | 271 | 0.0% | 0.0% | 162 | +1,205 | 64.03% | Q2 2026 | Aug 10, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 3,054 | 270 | 0.12% | 0.12% | 163 | +91 | 3.07% | Q2 2026 | Jul 24, 2026 |
| Naviter Wealth, LLC | History | Added to | 2,978 | 264 | 0.02% | 0.03% | 165 | +90 | 3.12% | Q2 2026 | Aug 07, 2026 |
| WESBANCO BANK INC | History | Reduced | 2,985 | 264 | 0.01% | 0.01% | 164 | -87 | -2.83% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,982 | 263 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 2,910 | 257 | 0.05% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 2,874 | 254 | 0.01% | 0.01% | 168 | +94 | 3.38% | Q2 2026 | Jul 31, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,851 | 252 | 0.0% | 0.0% | 169 | +10 | 0.35% | Q2 2026 | Jul 23, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,800 | 248 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 2,800 | 247 | 0.0% | — | 171 | +2,800 | New | Q2 2026 | Aug 14, 2026 |
| Secure Asset Management, LLC | History | Reduced | 2,771 | 245 | 0.03% | 0.04% | 173 | -200 | -6.73% | Q2 2026 | Jul 15, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,770 | 245 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banco Santander, S.A. | History | No change | 2,736 | 242 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,730 | 241 | 0.0% | 0.0% | 175 | +828 | 43.53% | Q2 2026 | Aug 12, 2026 |
| FARMERS TRUST CO | History | No change | 3,017 | 235 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 2,600 | 230 | 0.0% | — | 177 | +2,600 | New | Q2 2026 | Aug 10, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 2,554 | 226 | 0.02% | 0.03% | 178 | -14 | -0.55% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 2,527 | 223 | 0.01% | 0.0% | 179 | -2,698 | -51.64% | Q2 2026 | Aug 12, 2026 |
| RMR Wealth Builders | History | New | 2,504 | 222 | 0.01% | — | 180 | +2,504 | New | Q2 2026 | Jul 24, 2026 |
| Calamos Wealth Management LLC | History | New | 2,496 | 220 | 0.01% | — | 181 | +2,496 | New | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | New | 2,479 | 219 | 0.0% | — | 182 | +2,479 | New | Q2 2026 | Aug 14, 2026 |
| Coastline Trust Co | History | Added to | 2,473 | 218 | 0.02% | 0.02% | 183 | +3 | 0.12% | Q2 2026 | Aug 14, 2026 |
| Acorn Wealth Advisors, LLC | History | New | 2,453 | 217 | 0.05% | — | 184 | +2,453 | New | Q2 2026 | Jul 30, 2026 |
| WBH ADVISORY INC | History | New | 2,437 | 215 | 0.01% | — | 185 | +2,437 | New | Q2 2026 | Aug 05, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 2,389 | 211 | 0.04% | — | 187 | +2,389 | New | Q2 2026 | Jul 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | New | 2,388 | 211 | 0.03% | — | 186 | +2,388 | New | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Reduced | 2,325 | 205 | 0.01% | 0.02% | 188 | -2,256 | -49.25% | Q2 2026 | Jul 23, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 2,269 | 200 | 0.17% | 0.39% | 189 | -3,057 | -57.4% | Q2 2026 | Jul 22, 2026 |
| Aspect Partners, LLC | History | No change | 2,015 | 178 | 0.07% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,000 | 177 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,987 | 175 | 0.01% | 0.0% | 192 | -2 | -0.1% | Q2 2026 | Jul 24, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,977 | 174 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,256 | 111 | 0.0% | 0.0% | 194 | -45 | -3.46% | Q2 2026 | Aug 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,031 | 91 | 0.01% | 0.01% | 195 | +22 | 2.18% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 659 | 58 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 615 | 54 | 0.01% | 0.02% | 197 | +61 | 11.01% | Q2 2026 | Jul 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 602 | 53 | 0.0% | 0.0% | 198 | -20 | -3.22% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 598 | 52 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| McIlrath & Eck, LLC | History | No change | 643 | 50 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 545 | 48 | 0.0% | 0.0% | 201 | -33 | -5.71% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 550 | 48 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 431 | 37 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 421 | 37 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 410 | 36 | 0.0% | 0.0% | 205 | -6 | -1.44% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 418 | 36 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 369 | 32 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFP Advisors, Inc | History | No change | 327 | 28 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MOTCO | History | No change | 315 | 27 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 313 | 27 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 150 | 13 | 0.01% | — | 211 | +150 | New | Q2 2026 | Jul 24, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 90 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GoalVest Advisory LLC | History | New | 50 | 4 | 0.0% | — | 213 | +50 | New | Q2 2026 | Jul 08, 2026 |
| CITIGROUP INC | History | New | 35 | 3 | 0.0% | — | 214 | +35 | New | Q2 2026 | Aug 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -14,684 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,335 | -100.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |