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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Global X Japan Co., Ltd. | History | No change | 3,610,000 | 362,227 | 13.32% | 13.32% | 1 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | No change | 1,909,378 | 191,587 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,336,483 | 134,103 | 0.12% | 0.12% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creekmur Asset Management LLC | History | No change | 1,176 | 118,027 | 5.71% | 5.71% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,170,109 | 117,408 | 1.5% | 1.5% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 3EDGE Asset Management, LP | History | No change | 1,006,225 | 100,964 | 4.5% | 4.5% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisors, LLC | History | No change | 877,262 | 88,024 | 1.16% | 1.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHL GROUP, LLC | History | No change | 388,275 | 38,827 | 32.3% | 32.3% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 235,450 | 23,625 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 234,219 | 23,501 | 2.73% | 2.93% | 10 | -12,633 | -5.12% | Q3 2026 | Oct 08, 2026 |
| Accurate Wealth Management, LLC | History | No change | 212,895 | 21,323 | 2.03% | 2.03% | 11 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 211,513 | 21,223 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Sage Partners, LLC | History | No change | 160,395 | 16,094 | 2.28% | 2.28% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 151,956 | 15,247 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 143,165 | 14,365 | 0.1% | 0.1% | 15 | +11,569 | 8.79% | Q3 2026 | Oct 08, 2026 |
| Guild Investment Management, Inc. | History | No change | 140,100 | 14,057 | 9.6% | 9.6% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 135,820 | 13,628 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 132,842 | 13,329 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 129,887 | 13,032 | 4.62% | 4.62% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spectrum Advisors, Inc. | History | No change | 123,320 | 12,373 | 8.75% | 8.75% | 20 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Altium Investment Strategies LLC | History | No change | 123,364 | 12,356 | 17.79% | 17.79% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 122,775 | 12,319 | 0.27% | 0.27% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 115,745 | 11,614 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 115,613 | 11,601 | 0.45% | 0.45% | 24 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Convergence Financial, LLC | History | No change | 114,886 | 11,527 | 0.92% | 0.92% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| APS Management Group, Inc. | History | No change | 113,080 | 11,346 | 8.72% | 8.72% | 26 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Maridea Wealth Management LLC | History | No change | 110,539 | 11,091 | 1.2% | 1.2% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alaethes Wealth, LLC | History | No change | 107,308 | 10,767 | 3.13% | 3.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 101,301 | 10,164 | 0.27% | 0.27% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 100,926 | 10,126 | 1.46% | 1.46% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 96,816 | 9,714 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 94,206 | 9,452 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 93,724 | 9,387 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Curtis Advisory Group, LLC | History | No change | 86,990 | 8,728 | 1.7% | 1.7% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 84,866 | 8,515 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 84,691 | 8,497 | 0.56% | 0.56% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 80,087 | 8,036 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 74,694 | 7,494 | 7.61% | 7.61% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MGO ONE SEVEN LLC | History | No change | 74,199 | 7,445 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Wealth Planning, LLC | History | No change | 73,914 | 7,416 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 73,573 | 7,382 | 2.11% | 2.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 72,742 | 7,298 | 1.88% | 1.88% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 67,895 | 6,812 | 0.37% | 0.37% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 65,625 | 6,584 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 64,656 | 6,487 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 60,297 | 6,050 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tannin Capital LLC | History | No change | 57,295 | 5,748 | 3.78% | 3.78% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 57,284 | 5,747 | 1.17% | 1.17% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SYKON CAPITAL LLC | History | No change | 55,364 | 5,555 | 1.71% | 1.71% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 51,490 | 5,166 | 0.17% | 0.17% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Inspire Advisors, LLC | History | No change | 43,605 | 4,375 | 0.3% | 0.3% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 42,953 | 4,306 | 0.51% | 0.51% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 40,760 | 4,089 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 39,917 | 4,005 | 0.76% | 0.76% | 54 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 39,917 | 4,005 | 0.76% | 0.76% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 39,246 | 3,937 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 38,576 | 3,870 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Life Planning Partners, Inc | History | No change | 36,541 | 3,666 | 2.72% | 2.72% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | No change | 34,600 | 3,471 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 33,295 | 3,340 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 28,743 | 2,878 | 0.6% | 0.6% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 28,030 | 2,812 | 0.54% | 0.54% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 27,507 | 2,760 | 1.84% | 1.98% | 63 | -1,235 | -4.3% | Q3 2026 | Oct 07, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 23,703 | 2,372 | 0.45% | 0.37% | 64 | +4,865 | 25.83% | Q3 2026 | Oct 09, 2026 |
| Plum Street Advisors, LLC | History | No change | 21,964 | 2,203 | 0.7% | 0.7% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | No change | 21,787 | 2,186 | 2.86% | 2.86% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 21,561 | 2,163 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ark Wealth Advisors LLC | History | No change | 20,556 | 2,062 | 1.83% | 1.83% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,576 | 1,964 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | No change | 19,092 | 1,915 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 18,901 | 1,896 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 18,070 | 1,813 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lumbard & Kellner, LLC | History | No change | 18,058 | 1,811 | 0.55% | 0.55% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,938 | 1,599 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 15,415 | 1,546 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 15,377 | 1,542 | 0.46% | 0.46% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 15,136 | 1,518 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 14,970 | 1,502 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,393 | 1,444 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Merit Financial Group, LLC | History | No change | 14,362 | 1,441 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| United Advisor Group, LLC | History | No change | 13,411 | 1,345 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,349 | 1,339 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,343 | 1,338 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 12,494 | 1,253 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,336 | 1,237 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 11,813 | 1,185 | 0.06% | 0.06% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 10,996 | 1,103 | 0.3% | 0.3% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,391 | 1,042 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| McAlvany Wealth Management LLC | History | No change | 9,478 | 951 | 0.71% | 0.71% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,250 | 928 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 5T Wealth, LLC | History | No change | 8,996 | 902 | 0.34% | 0.34% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 8,260 | 828 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Soltis Investment Advisors LLC | History | No change | 7,053 | 707 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fiduciary Alliance LLC | History | No change | 6,770 | 679 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hamilton Capital, LLC | History | Added to | 6,676 | 669 | 0.04% | 0.03% | 95 | +899 | 15.56% | Q3 2026 | Oct 08, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,457 | 647 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 6,258 | 627 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| HighTower Advisors, LLC | History | No change | 6,036 | 605 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,788 | 580 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,409 | 542 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,304 | 532 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 5,254 | 526 | 0.28% | 0.28% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 5,190 | 520 | 0.14% | 0.14% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | No change | 4,948 | 496 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| K2 Financial Inc. | History | No change | 4,818 | 482 | 0.34% | 0.34% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 4,605 | 462 | 0.28% | 0.28% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,396 | 441 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 4,365 | 437 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Thompson David Blair | History | No change | 4,289 | 430 | 0.21% | 0.21% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Financial Advisors Inc | History | No change | 3,890 | 390 | 0.71% | 0.71% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 3,816 | 382 | 0.27% | 0.27% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 3,763 | 377 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 3,742 | 375 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 3,666 | 367 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,599 | 361 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,533 | 354 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,420 | 343 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stewardship Advisors, LLC | History | No change | 3,390 | 340 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PFG Investments, LLC | History | No change | 3,338 | 334 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,291 | 330 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,280 | 329 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 3,270 | 328 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | Reduced | 3,230 | 324 | 0.05% | 0.07% | 123 | -957 | -22.86% | Q3 2026 | Oct 09, 2026 |
| Aureum Wealth Management, LLC | History | No change | 3,030 | 304 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,018 | 302 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 3,012 | 302 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,943 | 295 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 2,829 | 283 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 2,618 | 262 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 2,443 | 245 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 2,212 | 221 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 2,212 | 221 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 2,180 | 218 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 2,088 | 209 | 0.11% | 0.11% | 134 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IFP Advisors, Inc | History | No change | 1,948 | 195 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 1,797 | 180 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,450 | 145 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,124 | 112 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Byrne Asset Management LLC | History | Reduced | 1,066 | 106 | 0.06% | 0.06% | 139 | -3 | -0.28% | Q3 2026 | Oct 06, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,040 | 104 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 946 | 94 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 911 | 91 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 772 | 77 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | No change | 571 | 57 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | No change | 576 | 57 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 512 | 51 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 448 | 44 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 399 | 40 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 272 | 27 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NFSG Corp | History | No change | 250 | 25 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 200 | 20 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 153 | 15 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Darwin Wealth Management, LLC | History | No change | 120 | 12 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 120 | 12 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 118 | 11 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 98 | 9 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quaker Wealth Management, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |