Global X Funds - CLIP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 3,000,000 | 301,080 | 2.04% | 2.61% | 1 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 1,815,256 | 182,179 | 0.05% | 0.02% | 2 | +977,828 | 116.77% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,325,761 | 133,053 | 0.12% | 0.15% | 3 | -175,260 | -11.68% | Q1 2026 | May 13, 2026 |
| Creekmur Asset Management LLC | History | New | 1,225 | 122,961 | 9.27% | — | 4 | +1,225 | New | Q1 2026 | May 08, 2026 |
| Global X Japan Co., Ltd. | History | New | 1,221,614 | 122,601 | 6.3% | — | 5 | +1,221,614 | New | Q1 2026 | Apr 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 1,092,311 | 109,613 | 5.3% | 1.37% | 6 | +829,159 | 315.09% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,069,071 | 107,291 | 1.68% | 1.57% | 7 | +163,006 | 17.99% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 833,341 | 83,634 | 1.22% | 1.1% | 8 | +113,805 | 15.82% | Q1 2026 | Apr 17, 2026 |
| RHL GROUP, LLC | History | Reduced | 291,146 | 29,219 | 24.95% | 51.04% | 9 | -343,051 | -54.09% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 271,222 | 27,219 | 0.03% | 0.01% | 10 | +203,166 | 298.53% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 259,000 | 25,993 | 0.01% | 0.06% | 11 | +34,000 | 15.11% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 254,114 | 25,502 | 0.01% | 0.0% | 12 | +157,527 | 163.09% | Q1 2026 | May 14, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 237,507 | 23,836 | 3.17% | 3.26% | 13 | -6,697 | -2.74% | Q1 2026 | Apr 09, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 182,383 | 18,269 | 2.2% | 4.0% | 14 | -132,489 | -42.08% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | New | 145,651 | 14,617 | 0.41% | — | 15 | +145,651 | New | Q1 2026 | May 12, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 137,279 | 13,777 | 2.17% | 2.17% | 16 | +668 | 0.49% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 134,145 | 13,462 | 0.92% | 0.73% | 17 | +16,795 | 14.31% | Q1 2026 | May 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 131,960 | 13,243 | 0.02% | 0.02% | 18 | -12,100 | -8.4% | Q1 2026 | May 15, 2026 |
| Guild Investment Management, Inc. | History | Added to | 131,685 | 13,215 | 9.44% | 8.37% | 19 | +19,220 | 17.09% | Q1 2026 | Apr 20, 2026 |
| Maridea Wealth Management LLC | History | New | 129,343 | 12,980 | 1.89% | — | 20 | +129,343 | New | Q1 2026 | Apr 21, 2026 |
| APS Management Group, Inc. | History | Added to | 118,121 | 11,854 | 10.14% | 9.98% | 21 | +1,672 | 1.44% | Q1 2026 | Apr 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 114,931 | 11,501 | 0.11% | 0.1% | 22 | +17,034 | 17.4% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 109,501 | 10,962 | 0.02% | 0.02% | 23 | -7,638 | -6.52% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 108,371 | 10,876 | 0.25% | 0.04% | 24 | +92,089 | 565.59% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 108,770 | 10,875 | 0.35% | 0.31% | 25 | +20,687 | 23.49% | Q1 2026 | May 06, 2026 |
| Alaethes Wealth, LLC | History | Added to | 105,806 | 10,618 | 3.02% | 2.99% | 26 | +165 | 0.16% | Q1 2026 | May 12, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 104,042 | 10,441 | 2.25% | 2.46% | 27 | -13,144 | -11.22% | Q1 2026 | May 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 102,092 | 10,245 | 0.77% | 2.47% | 28 | -201,322 | -66.35% | Q1 2026 | May 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 100,768 | 10,113 | 1.62% | 1.42% | 29 | +11,075 | 12.35% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 96,931 | 9,727 | 0.05% | — | 30 | +96,931 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 91,240 | 9,156 | 0.01% | — | 31 | +91,240 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 91,211 | 9,154 | 0.01% | 0.02% | 32 | -11,338 | -11.06% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 89,675 | 8,999 | 0.72% | 0.77% | 33 | -8,083 | -8.27% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 86,221 | 8,653 | 0.01% | 0.01% | 34 | +14,456 | 20.14% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 85,353 | 8,566 | 0.17% | 0.16% | 35 | +4,725 | 5.86% | Q1 2026 | May 14, 2026 |
| Tannin Capital LLC | History | New | 80,425 | 8,071 | 5.86% | — | 36 | +80,425 | New | Q1 2026 | May 12, 2026 |
| TERRIL BROTHERS, INC. | History | Added to | 73,957 | 7,422 | 2.03% | 1.88% | 37 | +2,260 | 3.15% | Q1 2026 | May 06, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 64,701 | 6,493 | 8.29% | 14.04% | 38 | -44,222 | -40.6% | Q1 2026 | Apr 21, 2026 |
| Altium Investment Strategies LLC | History | New | 64,136 | 6,424 | 18.89% | — | 39 | +64,136 | New | Q1 2026 | May 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 62,645 | 6,287 | 6.43% | 6.02% | 40 | +4,915 | 8.51% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 62,427 | 6,265 | 1.6% | 1.69% | 41 | +2,541 | 4.24% | Q1 2026 | Apr 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 61,307 | 6,152 | 0.0% | 0.0% | 42 | -4,348 | -6.62% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 56,932 | 5,713 | 0.0% | 0.0% | 43 | +4,352 | 8.28% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 55,539 | 5,573 | 0.2% | 0.22% | 44 | -6,088 | -9.88% | Q1 2026 | Apr 28, 2026 |
| Convergence Financial, LLC | History | Reduced | 51,539 | 5,172 | 0.55% | 0.94% | 45 | -12,595 | -19.64% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 51,304 | 5,148 | 0.0% | 0.0% | 46 | -4,047 | -7.31% | Q1 2026 | May 15, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 50,091 | 5,027 | 1.73% | 1.45% | 47 | +9,353 | 22.96% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | New | 41,854 | 4,190 | 0.03% | — | 48 | +41,854 | New | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 40,318 | 4,046 | 0.02% | 0.02% | 49 | +607 | 1.53% | Q1 2026 | May 05, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 38,234 | 3,837 | 0.64% | 0.48% | 50 | +10,342 | 37.08% | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | Reduced | 37,785 | 3,792 | 0.31% | 0.65% | 51 | -32,925 | -46.56% | Q1 2026 | May 15, 2026 |
| Ark Wealth Advisors LLC | History | Reduced | 37,326 | 3,746 | 3.71% | 6.22% | 52 | -20,365 | -35.3% | Q1 2026 | May 14, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 36,693 | 3,673 | 1.0% | 1.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Life Planning Partners, Inc | History | Added to | 35,548 | 3,567 | 2.72% | 2.72% | 54 | +74 | 0.21% | Q1 2026 | Apr 28, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 34,936 | 3,506 | 0.45% | 0.82% | 55 | -23,708 | -40.43% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 32,318 | 3,243 | 0.04% | 0.04% | 56 | -1,291 | -3.84% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 32,135 | 3,225 | 0.0% | 0.0% | 57 | +5,707 | 21.59% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,198 | 3,030 | 0.0% | 0.0% | 58 | -6,957 | -18.72% | Q1 2026 | Apr 27, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 29,327 | 2,943 | 0.63% | — | 59 | +29,327 | New | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 28,215 | 2,832 | 0.13% | 0.08% | 60 | +9,791 | 53.14% | Q1 2026 | May 18, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 27,433 | 2,748 | 0.17% | 0.23% | 61 | -7,440 | -21.33% | Q1 2026 | Apr 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 25,582 | 2,567 | 0.04% | 0.05% | 62 | -10,071 | -28.25% | Q1 2026 | May 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 24,998 | 2,502 | 0.54% | 0.5% | 63 | +1,708 | 7.33% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,079 | 2,316 | 0.0% | 0.0% | 64 | +20,553 | 813.66% | Q1 2026 | May 12, 2026 |
| Plum Street Advisors, LLC | History | Added to | 22,352 | 2,243 | 0.78% | 0.77% | 65 | +621 | 2.86% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,481 | 2,155 | 0.02% | 0.02% | 66 | +2,125 | 10.98% | Q1 2026 | Apr 20, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 21,413 | 2,149 | 0.71% | 0.53% | 67 | +4,940 | 29.99% | Q1 2026 | May 06, 2026 |
| Lumbard & Kellner, LLC | History | Reduced | 20,138 | 2,021 | 0.7% | 0.81% | 68 | -2,922 | -12.67% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,617 | 1,968 | 0.03% | 0.04% | 69 | -9,427 | -32.46% | Q1 2026 | May 15, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 18,974 | 1,906 | 0.09% | 0.04% | 70 | +9,702 | 104.64% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 17,512 | 1,757 | 0.13% | 0.06% | 71 | +10,769 | 159.71% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,153 | 1,721 | 0.0% | 0.0% | 72 | +10,563 | 160.29% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,856 | 1,591 | 0.01% | 0.03% | 73 | -44,342 | -73.66% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,798 | 1,485 | 0.0% | 0.01% | 74 | -6,729 | -31.26% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,610 | 1,466 | 0.01% | — | 75 | +14,610 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 14,450 | 1,450 | 0.01% | 0.01% | 76 | -1,882 | -11.52% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13,968 | 1,401 | 0.02% | 0.22% | 77 | -94,523 | -87.13% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,834 | 1,388 | 0.0% | — | 78 | +13,834 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 13,680 | 1,372 | 0.01% | 0.01% | 79 | -666 | -4.64% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 13,382 | 1,343 | 0.05% | 0.09% | 80 | +5,362 | 66.86% | Q1 2026 | May 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 13,069 | 1,311 | 0.4% | 0.43% | 81 | -532 | -3.91% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 12,595 | 1,264 | 0.03% | 0.03% | 82 | +460 | 3.79% | Q1 2026 | Apr 27, 2026 |
| United Advisor Group, LLC | History | Added to | 11,054 | 1,109 | 0.14% | 0.11% | 83 | +2,598 | 30.72% | Q1 2026 | Apr 17, 2026 |
| Hamilton Capital, LLC | History | Added to | 10,241 | 1,027 | 0.05% | 0.02% | 84 | +6,570 | 178.97% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 10,039 | 1,007 | 0.01% | 0.01% | 85 | -2,933 | -22.61% | Q1 2026 | May 07, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 9,887 | 992 | 0.33% | 0.36% | 86 | -1,240 | -11.14% | Q1 2026 | Apr 22, 2026 |
| McAlvany Wealth Management LLC | History | Reduced | 9,508 | 954 | 0.64% | 1.0% | 87 | -3,525 | -27.05% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,250 | 928 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 5T Wealth, LLC | History | Added to | 8,878 | 890 | 0.35% | 0.22% | 89 | +3,343 | 60.4% | Q1 2026 | Apr 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 8,260 | 828 | 0.06% | 0.07% | 90 | -700 | -7.81% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 7,797 | 782 | 0.01% | 0.02% | 91 | -6,551 | -45.66% | Q1 2026 | May 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 7,052 | 707 | 0.04% | 0.05% | 92 | +23 | 0.33% | Q1 2026 | Apr 27, 2026 |
| Aureum Wealth Management, LLC | History | New | 6,778 | 680 | 0.47% | — | 93 | +6,778 | New | Q1 2026 | Apr 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 5,340 | 636 | 0.03% | 0.05% | 94 | -6,418 | -54.58% | Q1 2026 | May 12, 2026 |
| PFG Advisors | History | Reduced | 6,279 | 630 | 0.03% | 0.03% | 95 | -249 | -3.81% | Q1 2026 | May 05, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,201 | 622 | 0.14% | 0.14% | 96 | +234 | 3.92% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 5,935 | 595 | 0.0% | 0.0% | 97 | +71 | 1.21% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,901 | 592 | 0.02% | 0.02% | 98 | -4,407 | -42.75% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 5,529 | 554 | 0.2% | 0.4% | 99 | -2,508 | -31.21% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 5,142 | 515 | 0.01% | — | 100 | +5,142 | New | Q1 2026 | May 14, 2026 |
| K2 Financial Inc. | History | Reduced | 4,840 | 485 | 0.35% | 0.47% | 101 | -1,222 | -20.16% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,397 | 441 | 0.0% | 0.0% | 102 | +1,959 | 80.35% | Q1 2026 | Apr 30, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 4,325 | 434 | 0.03% | 0.03% | 103 | -975 | -18.4% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,263 | 427 | 0.02% | 0.02% | 104 | -1,150 | -21.25% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,121 | 413 | 0.01% | 0.01% | 105 | -1,264 | -23.47% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,103 | 410 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,847 | 386 | 0.03% | 0.03% | 107 | +78 | 2.07% | Q1 2026 | Apr 20, 2026 |
| PFG Investments, LLC | History | Added to | 3,402 | 341 | 0.02% | 0.02% | 108 | +7 | 0.21% | Q1 2026 | Apr 27, 2026 |
| Portland Financial Advisors Inc | History | Added to | 3,382 | 339 | 0.71% | 0.68% | 109 | +184 | 5.75% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 3,361 | 337 | 0.0% | 0.01% | 110 | -1,406 | -29.49% | Q1 2026 | May 13, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 3,330 | 334 | 0.08% | 0.09% | 111 | -620 | -15.7% | Q1 2026 | Apr 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,308 | 331 | 0.01% | — | 112 | +3,308 | New | Q1 2026 | May 11, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 3,282 | 329 | 0.1% | 0.11% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 3,030 | 304 | 0.09% | 0.3% | 114 | -7,000 | -69.79% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,921 | 293 | 0.0% | 0.0% | 115 | +348 | 13.53% | Q1 2026 | Apr 22, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 2,745 | 275 | 0.03% | 4.45% | 116 | -352,334 | -99.23% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Reduced | 2,745 | 275 | 0.02% | 2.86% | 117 | -352,334 | -99.23% | Q1 2026 | May 07, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 2,711 | 272 | 0.23% | 0.19% | 119 | +555 | 25.74% | Q1 2026 | Apr 22, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 2,718 | 272 | 0.01% | 0.01% | 118 | -56 | -2.02% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 2,491 | 249 | 0.02% | — | 121 | +2,491 | New | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,482 | 249 | 0.0% | — | 120 | +2,482 | New | Q1 2026 | Apr 10, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 2,443 | 245 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 2,200 | 220 | 0.0% | 0.0% | 123 | -110 | -4.76% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,501 | 150 | 0.0% | 0.0% | 124 | -7 | -0.46% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 1,450 | 145 | 0.0% | — | 125 | +1,450 | New | Q1 2026 | May 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,124 | 112 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Byrne Asset Management LLC | History | Added to | 1,112 | 111 | 0.07% | 0.04% | 127 | +326 | 41.48% | Q1 2026 | Apr 02, 2026 |
| Rossby Financial, LCC | History | Added to | 905 | 90 | 0.02% | 0.0% | 128 | +809 | 842.71% | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | Reduced | 832 | 83 | 0.06% | 0.06% | 129 | -44 | -5.02% | Q1 2026 | Apr 29, 2026 |
| MORGAN STANLEY | History | Reduced | 475 | 47 | 0.0% | 0.0% | 130 | -224 | -32.05% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 397 | 39 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 300 | 30 | 0.0% | — | 132 | +300 | New | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | No change | 250 | 25 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | No change | 187 | 18 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 163 | 16 | 0.0% | 0.0% | 135 | +153 | 1530.0% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 153 | 15 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 142 | 14 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 126 | 12 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 119 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 98 | 9 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 99 | 9 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quaker Wealth Management, LLC | History | New | 21 | 2 | 0.0% | — | 143 | +21 | New | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -66,437 | -100.0% | Q1 2026 | May 13, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.51% | — | -56,288 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -45,688 | -100.0% | Q1 2026 | May 06, 2026 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -10,921 | -100.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,171 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,402 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,113 | -100.0% | Q1 2026 | May 14, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,234 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,882 | -100.0% | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | Closed out | 0 | 0 | — | 0.08% | — | -3,071 | -100.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,058 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,050 | -100.0% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,991 | -100.0% | Q1 2026 | May 04, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,500 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,398 | -100.0% | Q1 2026 | May 07, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,114 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,012 | -100.0% | Q1 2026 | May 12, 2026 |
| San Luis Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,004 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -649 | -100.0% | Q1 2026 | May 11, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -633 | -100.0% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -33 | -97.06% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 12, 2026 |