Global X Funds - CLIP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | New | 3,000,000 | 301,029 | 2.61% | — | 1 | +3,000,000 | New | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,501,021 | 150,266 | 0.15% | 0.16% | 2 | +19,843 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | New | 906,065 | 90,706 | 1.57% | — | 3 | +906,065 | New | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 837,428 | 83,834 | 0.02% | 0.03% | 4 | -52,034 | -5.85% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 719,536 | 72,032 | 1.1% | 0.87% | 5 | +194,179 | 36.96% | Q4 2025 | Jan 13, 2026 |
| RHL GROUP, LLC | History | New | 634,197 | 63,489 | 51.04% | — | 6 | +634,197 | New | Q4 2025 | Feb 09, 2026 |
| Advisor OS, LLC | History | Reduced | 355,079 | 35,546 | 2.86% | 3.55% | 8 | -54,822 | -13.37% | Q4 2025 | Feb 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 355,079 | 35,546 | 4.45% | 5.29% | 7 | -45,131 | -11.28% | Q4 2025 | Feb 06, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 314,872 | 31,553 | 4.0% | 5.19% | 9 | -74,381 | -19.11% | Q4 2025 | Jan 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 303,414 | 30,374 | 2.47% | 4.43% | 10 | -164,317 | -35.13% | Q4 2025 | Feb 04, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 263,152 | 26,338 | 1.37% | 0.26% | 11 | +218,102 | 484.13% | Q4 2025 | Feb 06, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 244,204 | 24,447 | 3.26% | 3.34% | 12 | +21,374 | 9.59% | Q4 2025 | Jan 09, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 225,000 | 22,524 | 0.06% | 0.03% | 13 | +142,000 | 171.08% | Q4 2025 | Jan 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 144,060 | 14,421 | 0.02% | 0.02% | 14 | -9,100 | -5.94% | Q4 2025 | Feb 17, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 136,611 | 13,676 | 2.17% | 1.93% | 15 | +21,504 | 18.68% | Q4 2025 | Jan 16, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 117,350 | 11,747 | 0.73% | 0.63% | 16 | +30,300 | 34.81% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 117,139 | 11,733 | 0.02% | 0.02% | 17 | +10,680 | 10.03% | Q4 2025 | Jan 08, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 117,186 | 11,731 | 2.46% | 2.0% | 18 | +29,277 | 33.3% | Q4 2025 | Jan 23, 2026 |
| APS Management Group, Inc. | History | Reduced | 116,449 | 11,657 | 9.98% | 10.99% | 19 | -7,137 | -5.77% | Q4 2025 | Jan 28, 2026 |
| Guild Investment Management, Inc. | History | Added to | 112,465 | 11,293 | 8.37% | 8.33% | 20 | +8,010 | 7.67% | Q4 2025 | Jan 21, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 108,923 | 10,904 | 14.04% | 14.29% | 21 | +2,958 | 2.79% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 108,491 | 10,861 | 0.22% | 0.23% | 22 | +8,560 | 8.57% | Q4 2025 | Feb 09, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 105,641 | 10,612 | 2.99% | 3.3% | 23 | -10,257 | -8.85% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 102,549 | 10,267 | 0.02% | 0.02% | 24 | -18,261 | -15.12% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 97,897 | 9,800 | 0.1% | 0.13% | 25 | +9,751 | 11.06% | Q4 2025 | Jan 23, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 97,758 | 9,786 | 0.77% | 0.9% | 26 | -11,444 | -10.48% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 96,587 | 9,669 | 0.0% | 0.0% | 27 | +80,955 | 517.88% | Q4 2025 | Feb 18, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 89,693 | 8,979 | 1.42% | 1.7% | 28 | -14,749 | -14.12% | Q4 2025 | Feb 02, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 88,083 | 8,818 | 0.31% | 0.17% | 29 | +37,462 | 74.0% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 80,628 | 8,071 | 0.16% | 0.16% | 30 | +12,708 | 18.71% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 71,765 | 7,184 | 0.01% | 0.01% | 31 | +2,671 | 3.87% | Q4 2025 | Feb 02, 2026 |
| TERRIL BROTHERS, INC. | History | Reduced | 71,697 | 7,177 | 1.88% | 2.57% | 32 | -12,900 | -15.25% | Q4 2025 | Feb 09, 2026 |
| Inspire Advisors, LLC | History | Reduced | 70,710 | 7,078 | 0.65% | 0.79% | 33 | -11,625 | -14.12% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 68,056 | 6,813 | 0.01% | 0.01% | 34 | +18,321 | 36.84% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 66,437 | 6,650 | 0.05% | 0.05% | 35 | +2,946 | 4.64% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 65,655 | 6,572 | 0.0% | 0.0% | 36 | +3,126 | 5.0% | Q4 2025 | Feb 10, 2026 |
| Convergence Financial, LLC | History | Reduced | 64,134 | 6,420 | 0.94% | 1.04% | 37 | -4,975 | -7.2% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 61,627 | 6,169 | 0.22% | 0.46% | 38 | -58,735 | -48.8% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 60,198 | 6,026 | 0.03% | 0.03% | 39 | -8,660 | -12.58% | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 59,886 | 5,995 | 1.69% | 1.65% | 40 | -1,226 | -2.01% | Q4 2025 | Jan 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 58,644 | 5,870 | 0.82% | 0.46% | 41 | +25,481 | 76.84% | Q4 2025 | Jan 26, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 57,730 | 5,779 | 6.02% | 5.53% | 42 | +7,356 | 14.6% | Q4 2025 | Feb 13, 2026 |
| Ark Wealth Advisors LLC | History | New | 57,691 | 5,775 | 6.22% | — | 43 | +57,691 | New | Q4 2025 | Feb 18, 2026 |
| SOL Capital Management CO | History | Added to | 56,288 | 5,635 | 0.51% | 0.46% | 44 | +4,708 | 9.13% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 55,351 | 5,541 | 0.0% | 0.0% | 45 | +3,795 | 7.36% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 52,580 | 5,264 | 0.0% | — | 46 | +52,580 | New | Q4 2025 | Feb 17, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 40,738 | 4,078 | 1.45% | 1.33% | 47 | +4,770 | 13.26% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 39,711 | 3,975 | 0.02% | 0.02% | 48 | +1,868 | 4.94% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,155 | 3,719 | 0.0% | 0.01% | 49 | -47,401 | -56.06% | Q4 2025 | Feb 12, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 36,693 | 3,673 | 1.0% | 0.76% | 50 | +8,448 | 29.91% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 35,653 | 3,569 | 0.05% | 0.01% | 51 | +31,771 | 818.42% | Q4 2025 | Feb 09, 2026 |
| Life Planning Partners, Inc | History | Added to | 35,474 | 3,551 | 2.72% | 2.22% | 52 | +5,234 | 17.31% | Q4 2025 | Jan 16, 2026 |
| Fiduciary Alliance LLC | History | Added to | 34,873 | 3,491 | 0.23% | 0.15% | 53 | +12,153 | 53.49% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 33,609 | 3,364 | 0.04% | 0.03% | 54 | +4,157 | 14.11% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 29,044 | 2,907 | 0.04% | 0.04% | 55 | -1,006 | -3.35% | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 27,892 | 2,792 | 0.48% | 0.39% | 56 | +5,691 | 25.63% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 26,428 | 2,645 | 0.0% | — | 57 | +26,428 | New | Q4 2025 | Feb 17, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 23,290 | 2,331 | 0.5% | 0.49% | 58 | +1,329 | 6.05% | Q4 2025 | Feb 05, 2026 |
| Lumbard & Kellner, LLC | History | Reduced | 23,060 | 2,308 | 0.81% | 0.88% | 59 | -877 | -3.66% | Q4 2025 | Feb 03, 2026 |
| Plum Street Advisors, LLC | History | Added to | 21,731 | 2,175 | 0.77% | 0.61% | 60 | +6,018 | 38.3% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,527 | 2,155 | 0.01% | 0.01% | 61 | -945 | -4.21% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,356 | 1,937 | 0.02% | 0.03% | 62 | +556 | 2.96% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 18,424 | 1,844 | 0.08% | — | 63 | +18,424 | New | Q4 2025 | Feb 13, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 16,473 | 1,649 | 0.53% | 0.44% | 64 | +2,831 | 20.75% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,332 | 1,634 | 0.01% | 0.02% | 65 | -1 | -0.01% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 16,282 | 1,629 | 0.04% | 0.04% | 66 | -67 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 14,348 | 1,436 | 0.02% | 0.03% | 68 | -2,317 | -13.9% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,346 | 1,436 | 0.01% | 0.01% | 67 | +1,309 | 10.04% | Q4 2025 | Feb 18, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 13,601 | 1,361 | 0.43% | 0.51% | 69 | -7,691 | -36.12% | Q4 2025 | Feb 02, 2026 |
| McAlvany Wealth Management LLC | History | New | 13,033 | 1,304 | 1.0% | — | 70 | +13,033 | New | Q4 2025 | Mar 25, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 12,972 | 1,298 | 0.01% | 0.02% | 71 | -4,457 | -25.57% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 12,135 | 1,214 | 0.03% | 0.01% | 72 | +8,295 | 216.02% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 11,758 | 1,177 | 0.05% | — | 73 | +11,758 | New | Q4 2025 | Feb 17, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 11,127 | 1,113 | 0.36% | 1.4% | 74 | -30,704 | -73.4% | Q4 2025 | Feb 12, 2026 |
| Castleview Partners, LLC | History | New | 10,921 | 1,093 | 0.54% | — | 75 | +10,921 | New | Q4 2025 | Jan 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,308 | 1,031 | 0.02% | — | 76 | +10,308 | New | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 10,030 | 1,004 | 0.3% | — | 77 | +10,030 | New | Q4 2025 | Feb 13, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Reduced | 9,272 | 932 | 0.04% | 0.04% | 78 | -156 | -1.65% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,250 | 926 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,171 | 918 | 0.0% | — | 80 | +9,171 | New | Q4 2025 | Mar 25, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 8,960 | 896 | 0.07% | 0.06% | 81 | +700 | 8.47% | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Added to | 8,456 | 846 | 0.11% | 0.11% | 82 | +152 | 1.83% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | Added to | 8,402 | 841 | 0.0% | 0.0% | 83 | +4,891 | 139.31% | Q4 2025 | Feb 12, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 8,037 | 804 | 0.4% | 0.3% | 84 | +2,016 | 33.48% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 8,020 | 802 | 0.09% | 0.11% | 85 | -185 | -2.25% | Q4 2025 | Feb 11, 2026 |
| Soltis Investment Advisors LLC | History | New | 7,029 | 703 | 0.05% | — | 86 | +7,029 | New | Q4 2025 | Apr 02, 2026 |
| Clear Creek Financial Management, LLC | History | New | 6,743 | 675 | 0.06% | — | 87 | +6,743 | New | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,590 | 659 | 0.0% | 0.0% | 88 | -2,952 | -30.94% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 6,528 | 653 | 0.03% | 0.03% | 89 | -259 | -3.82% | Q4 2025 | Jan 27, 2026 |
| GTS SECURITIES LLC | History | Added to | 6,113 | 611 | 0.02% | 0.01% | 90 | +3,158 | 106.87% | Q4 2025 | Feb 13, 2026 |
| K2 Financial Inc. | History | Reduced | 6,062 | 607 | 0.47% | 0.5% | 91 | -120 | -1.94% | Q4 2025 | Jan 22, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 5,967 | 599 | 0.14% | 0.14% | 92 | +60 | 1.02% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 5,864 | 587 | 0.0% | 0.0% | 93 | +39 | 0.67% | Q4 2025 | Jan 29, 2026 |
| 5T Wealth, LLC | History | New | 5,535 | 554 | 0.22% | — | 94 | +5,535 | New | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,413 | 541 | 0.02% | — | 95 | +5,413 | New | Q4 2025 | Feb 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,385 | 539 | 0.01% | 0.01% | 96 | -373 | -6.48% | Q4 2025 | Feb 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 5,300 | 530 | 0.03% | 0.04% | 97 | +53 | 1.01% | Q4 2025 | Jan 16, 2026 |
| Cloud Capital Management, LLC | History | New | 5,234 | 525 | 0.25% | — | 98 | +5,234 | New | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,767 | 477 | 0.01% | 0.01% | 99 | +442 | 10.22% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,103 | 410 | 0.01% | 0.0% | 100 | +3,779 | 1166.36% | Q4 2025 | Feb 06, 2026 |
| Stewardship Advisors, LLC | History | Added to | 3,950 | 395 | 0.09% | 0.09% | 101 | +71 | 1.83% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,882 | 388 | 0.0% | 0.0% | 102 | +62 | 1.62% | Q4 2025 | Feb 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,769 | 377 | 0.03% | 0.02% | 103 | +1,453 | 62.74% | Q4 2025 | Jan 15, 2026 |
| PFG Investments, LLC | History | Added to | 3,395 | 339 | 0.02% | 0.02% | 104 | +7 | 0.21% | Q4 2025 | Jan 26, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 3,282 | 328 | 0.11% | 0.12% | 105 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Portland Financial Advisors Inc | History | Added to | 3,198 | 320 | 0.68% | 0.55% | 106 | +647 | 25.36% | Q4 2025 | Feb 06, 2026 |
| Weaver Consulting Group | History | Reduced | 3,071 | 307 | 0.08% | 0.11% | 107 | -1,438 | -31.89% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 3,058 | 306 | 0.01% | 0.01% | 108 | +64 | 2.14% | Q4 2025 | Jan 20, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 3,050 | 305 | 0.19% | 0.21% | 109 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | New | 2,991 | 300 | 0.01% | — | 110 | +2,991 | New | Q4 2025 | Jan 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 2,774 | 277 | 0.01% | 0.01% | 111 | -35 | -1.25% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,573 | 258 | 0.0% | — | 112 | +2,573 | New | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,526 | 252 | 0.0% | 0.0% | 113 | -60,327 | -95.98% | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | No change | 2,500 | 250 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 2,443 | 244 | 0.03% | — | 115 | +2,443 | New | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,438 | 244 | 0.0% | 0.0% | 116 | +283 | 13.13% | Q4 2025 | Feb 13, 2026 |
| Balefire, LLC | History | New | 2,398 | 240 | 0.05% | — | 117 | +2,398 | New | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Reduced | 2,310 | 231 | 0.0% | 0.0% | 118 | -625 | -21.29% | Q4 2025 | Feb 17, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 2,156 | 215 | 0.19% | — | 119 | +2,156 | New | Q4 2025 | Feb 11, 2026 |
| Signal Advisors Wealth, LLC | History | New | 2,114 | 211 | 0.02% | — | 120 | +2,114 | New | Q4 2025 | Jan 13, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Reduced | 2,012 | 201 | 0.1% | 0.14% | 121 | -780 | -27.94% | Q4 2025 | Feb 06, 2026 |
| San Luis Wealth Advisors LLC | History | New | 2,004 | 200 | 0.03% | — | 122 | +2,004 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,508 | 150 | 0.0% | 0.0% | 123 | -23 | -1.5% | Q4 2025 | Feb 06, 2026 |
| Center for Financial Planning, Inc. | History | New | 1,124 | 112 | 0.01% | — | 124 | +1,124 | New | Q4 2025 | Feb 05, 2026 |
| WPG Advisers, LLC | History | Added to | 876 | 87 | 0.06% | 0.07% | 125 | +21 | 2.46% | Q4 2025 | Jan 28, 2026 |
| Byrne Asset Management LLC | History | Added to | 786 | 78 | 0.04% | 0.04% | 126 | +61 | 8.41% | Q4 2025 | Jan 12, 2026 |
| MORGAN STANLEY | History | Reduced | 699 | 69 | 0.0% | 0.0% | 127 | -186 | -21.02% | Q4 2025 | Feb 13, 2026 |
| FSA Advisors, Inc. | History | New | 45,688 | 67 | 0.05% | — | 128 | +45,688 | New | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 649 | 64 | 0.0% | — | 129 | +649 | New | Q4 2025 | Feb 13, 2026 |
| Compass Financial Services Inc | History | Added to | 633 | 63 | 0.03% | 0.03% | 130 | +7 | 1.12% | Q4 2025 | Feb 27, 2026 |
| Sound Income Strategies, LLC | History | New | 397 | 39 | 0.0% | — | 131 | +397 | New | Q4 2025 | Jan 21, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 250 | 25 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 187 | 18 | 0.0% | 0.0% | 133 | -325 | -63.48% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 153 | 15 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 142 | 14 | 0.0% | 0.0% | 135 | +9 | 6.77% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 126 | 12 | 0.0% | — | 136 | +126 | New | Q4 2025 | Feb 12, 2026 |
| Darwin Wealth Management, LLC | History | No change | 119 | 11 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 98 | 9 | 0.0% | 0.0% | 138 | -157 | -61.57% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 99 | 9 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | No change | 96 | 9 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 54 | 5 | 0.0% | — | 141 | +54 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 41 | 4 | 0.0% | — | 142 | +41 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 34 | 3 | 0.0% | 0.0% | 143 | -128 | -79.01% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | No change | 27 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 10 | 1 | 0.0% | — | 145 | +10 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 1.96% | — | -225,539 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Pasadena Private Wealth, LLC | History | Closed out | 0 | 0 | — | 3.04% | — | -210,218 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Chicago Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 2.02% | — | -46,149 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -23,120 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,696 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,810 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,653 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,305 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,061 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -2,012 | -100.0% | Q3 2025 | Oct 21, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,112 | -100.0% | Q3 2025 | Nov 13, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 12, 2025 |