Global X Funds - COPX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 6,430,162 455,837 0.62% 0.54% 1 +1,489,107 30.14% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 4,310,853 329,133 0.04% 0.02% 2 +2,368,364 121.92% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 2,889,995 220,651 0.01% 0.0% 3 +1,776,422 159.52% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 2,755,905 210,414 0.02% 0.03% 4 -1,022,008 -27.05% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 2,400,678 183,291 0.02% 0.0% 5 +2,329,778 3286.01% Q1 2026 May 12, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 2,290,355 174,869 1.19% 0.49% 6 +1,520,355 197.45% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Reduced 2,403,459 170,044 0.01% 0.02% 7 -2,980,997 -55.36% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Added to 1,692,967 129,258 0.02% 0.01% 8 +1,015,193 149.78% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,184,044 90,401 0.01% 0.0% 9 +583,597 97.19% Q1 2026 May 15, 2026
Nearwater Capital Markets, Ltd History New 934,400 71,341 1.68% 10 +934,400 New Q1 2026 May 15, 2026
OMERS ADMINISTRATION Corp History New 912,303 69,681 0.45% 11 +912,303 New Q1 2026 May 15, 2026
UBS Group AG History Added to 903,525 68,984 0.01% 0.0% 12 +587,638 186.03% Q1 2026 May 05, 2026
Phoenix Financial Ltd. History New 840,486 64,171 0.61% 13 +840,486 New Q1 2026 May 11, 2026
LPL Financial LLC History Added to 839,269 64,078 0.02% 0.01% 14 +372,726 79.89% Q1 2026 May 06, 2026
D. E. Shaw & Co., Inc. History New 659,684 50,366 0.03% 15 +659,684 New Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 653,638 49,905 0.01% 0.01% 16 +240,885 58.36% Q1 2026 May 11, 2026
FIL Ltd History Reduced 539,861 41,218 0.03% 0.09% 17 -1,043,309 -65.9% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 493,821 37,703 0.02% 0.0% 18 +489,742 12006.42% Q1 2026 May 11, 2026
BW Gestao de Investimentos Ltda. History New 410,050 31,307 1.04% 19 +410,050 New Q1 2026 Apr 28, 2026
ROYAL BANK OF CANADA History Added to 381,795 29,151 0.01% 0.0% 20 +204,879 115.81% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 369,474 28,203 0.1% 0.11% 21 -29,743 -7.45% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 365,527 27,907 0.0% 0.0% 22 +107,744 41.8% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 312,276 23,842 0.01% 0.01% 23 -53,142 -14.54% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 306,186 23,377 0.04% 0.01% 24 +209,064 215.26% Q1 2026 May 13, 2026
J.Safra Asset Management Corp History Added to 298,129 22,762 1.23% 0.02% 25 +293,507 6350.22% Q1 2026 May 04, 2026
Fielder Capital Group LLC History Reduced 286,898 21,904 4.77% 4.83% 26 -28,973 -9.17% Q1 2026 May 12, 2026
BARCLAYS PLC History Added to 283,004 21,607 0.01% 0.0% 27 +207,175 273.21% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 256,375 19,574 0.01% 0.0% 28 +176,583 221.3% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 245,829 18,769 0.02% 0.01% 29 +16,822 7.35% Q1 2026 May 12, 2026
Gemsstock Ltd. History New 241,200 18,415 1.94% 30 +241,200 New Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 236,170 18,031 0.01% 0.0% 31 +163,537 225.16% Q1 2026 May 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 226,500 17,293 0.02% 32 +226,500 New Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 219,408 16,751 0.02% 0.01% 33 +90,254 69.88% Q1 2026 Apr 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 219,246 16,739 0.01% 0.0% 34 +153,036 231.14% Q1 2026 May 07, 2026
K2 PRINCIPAL FUND, L.P. History Added to 204,000 15,575 1.09% 0.29% 35 +154,000 308.0% Q1 2026 May 14, 2026
Black Swift Group, LLC History Added to 203,384 15,528 2.72% 1.71% 36 +60,918 42.76% Q1 2026 Apr 24, 2026
Qube Research & Technologies Ltd History New 197,841 15,105 0.02% 37 +197,841 New Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 184,925 14,119 0.03% 0.02% 38 -6,233 -3.26% Q1 2026 May 14, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 183,761 14,030 3.08% 2.71% 39 +26,872 17.13% Q1 2026 May 15, 2026
Proficio Capital Partners LLC History Added to 170,687 13,052 0.7% 0.06% 40 +157,900 1234.85% Q1 2026 May 14, 2026
SCOTIA CAPITAL INC. History Added to 167,336 12,776 0.05% 0.01% 41 +135,948 433.12% Q1 2026 May 13, 2026
Neuberger Berman Group LLC History Reduced 154,266 11,778 0.01% 0.01% 42 -517 -0.33% Q1 2026 May 14, 2026
FNY Investment Advisers, LLC History Reduced 119,846 9,149 4.0% 2.73% 43 -14,955 -11.09% Q1 2026 Apr 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 113,520 8,667 0.02% 0.01% 44 +83,790 281.84% Q1 2026 Apr 30, 2026
NATIXIS History New 112,158 8,563 0.03% 45 +112,158 New Q1 2026 May 14, 2026
Cercano Management LLC History Reduced 104,678 7,992 0.35% 0.29% 46 -2,815 -2.62% Q1 2026 May 13, 2026
BECK CAPITAL MANAGEMENT, LLC History Added to 104,000 7,940 1.82% 1.65% 47 +7,381 7.64% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 103,598 7,909 0.04% 0.03% 48 +15,223 17.23% Q1 2026 May 08, 2026
LMR Partners LLP History Reduced 100,000 7,635 0.02% 0.01% 49 -7,895 -7.32% Q1 2026 May 15, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Reduced 98,674 7,533 0.78% 0.97% 50 -25,803 -20.73% Q1 2026 Apr 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 92,372 7,052 0.0% 0.0% 51 +69,789 309.03% Q1 2026 May 04, 2026
Defiance ETFs, LLC History New 91,489 6,985 0.1% 52 +91,489 New Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 90,800 6,932 0.01% 0.02% 53 -126,075 -58.13% Q1 2026 May 15, 2026
Legend Financial Advisors, Inc. History Reduced 87,925 6,713 4.33% 7.11% 54 -75,699 -46.26% Q1 2026 Apr 24, 2026
TD Waterhouse Canada Inc. History Added to 83,306 6,488 0.02% 0.03% 55 +22,330 36.62% Q1 2026 May 12, 2026
MARCO INVESTMENT MANAGEMENT LLC History New 84,400 6,443 0.49% 56 +84,400 New Q1 2026 May 08, 2026
III Capital Management History New 82,000 6,248 1.81% 57 +82,000 New Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 78,331 5,980 0.03% 0.02% 58 -6,302 -7.45% Q1 2026 May 14, 2026
FIDUCIARY FINANCIAL GROUP, LLC History New 75,587 5,771 0.77% 59 +75,587 New Q1 2026 Apr 13, 2026
Centiva Capital, LP History Added to 75,435 5,759 0.04% 0.02% 60 +45,255 149.95% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History New 74,508 5,688 0.0% 61 +74,508 New Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 73,847 5,639 0.01% 0.01% 62 +7,453 11.23% Q1 2026 May 15, 2026
PointState Capital LP History Reduced 72,978 5,571 0.07% 0.8% 63 -679,386 -90.3% Q1 2026 May 15, 2026
PCG Wealth Advisors, LLC History Reduced 72,474 5,533 1.4% 2.2% 64 -35,804 -33.07% Q1 2026 Apr 28, 2026
Private Advisor Group, LLC History Added to 72,124 5,506 0.03% 0.02% 65 +19,908 38.13% Q1 2026 Apr 24, 2026
Corecam Pte. Ltd. History New 71,300 5,443 2.36% 66 +71,300 New Q1 2026 Apr 14, 2026
J.W. COLE ADVISORS, INC. History Added to 65,932 5,033 0.17% 0.04% 67 +1,155 1.78% Q1 2026 Apr 23, 2026
K.J. Harrison & Partners Inc History Added to 65,297 4,985 0.82% 0.57% 68 +5,275 8.79% Q1 2026 Apr 28, 2026
Cetera Investment Advisers History Added to 65,044 4,966 0.01% 0.0% 69 +22,650 53.43% Q1 2026 May 13, 2026
MAI Capital Management History Added to 63,765 4,868 0.03% 0.03% 70 +1,302 2.08% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 63,634 4,858 0.01% 0.0% 71 +18,399 40.67% Q1 2026 May 05, 2026
Spire Wealth Management History Reduced 60,382 4,610 0.16% 0.16% 72 -6,986 -10.37% Q1 2026 Apr 22, 2026
PINEBRIDGE INVESTMENTS LLC History New 58,478 4,464 0.04% 73 +58,478 New Q1 2026 May 14, 2026
Y-Intercept (Hong Kong) Ltd History New 57,933 4,423 0.08% 74 +57,933 New Q1 2026 Apr 27, 2026
IMC-Chicago, LLC History New 54,738 4,179 0.0% 75 +54,738 New Q1 2026 May 05, 2026
Lake Hills Wealth Management, LLC History New 54,344 4,149 2.32% 76 +54,344 New Q1 2026 Apr 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 55,429 3,969 0.0% 0.0% 77 +27,957 101.77% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Added to 51,586 3,938 0.01% 0.0% 78 +35,414 218.98% Q1 2026 Apr 27, 2026
D.A. DAVIDSON & CO. History Added to 50,409 3,848 0.02% 0.01% 79 +26,332 109.37% Q1 2026 May 05, 2026
ExodusPoint Capital Management, LP History New 48,651 3,714 0.03% 80 +48,651 New Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Added to 48,559 3,707 0.02% 0.0% 81 +41,949 634.63% Q1 2026 May 05, 2026
Marex Group plc History Added to 47,513 3,627 0.02% 0.0% 82 +38,739 441.52% Q1 2026 May 13, 2026
Cypress Capital Group History Added to 47,257 3,608 0.41% 0.31% 83 +9,297 24.49% Q1 2026 May 15, 2026
Brookwood Investment Group LLC History Reduced 45,213 3,452 0.43% 0.53% 84 -16,092 -26.25% Q1 2026 May 04, 2026
IronBridge Private Wealth, LLC History New 45,207 3,451 1.11% 85 +45,207 New Q1 2026 May 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 44,260 3,379 0.26% 86 +44,260 New Q1 2026 Apr 29, 2026
CIBC WORLD MARKET INC. History Added to 42,488 3,243 0.01% 0.0% 87 +3,999 10.39% Q1 2026 May 14, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Added to 42,240 3,225 2.17% 1.89% 88 +4,995 13.41% Q1 2026 Apr 27, 2026
SG Americas Securities, LLC History Added to 41,297 3,153 0.0% 0.0% 89 +27,301 195.06% Q1 2026 Apr 16, 2026
Belvedere Trading LLC History Reduced 40,900 3,122 0.0% 0.01% 90 -54,050 -56.92% Q1 2026 May 12, 2026
Ipsen Advisor Group LLC History Reduced 39,828 3,040 2.13% 2.1% 91 -1,439 -3.49% Q1 2026 May 29, 2026
MILESTONE ASSET MANAGEMENT, LLC History New 39,497 3,015 0.56% 92 +39,497 New Q1 2026 Apr 15, 2026
Glaxis Capital Management, LLC History New 39,390 3,007 3.76% 93 +39,390 New Q1 2026 May 11, 2026
Creative Planning History Added to 39,112 2,986 0.0% 0.0% 94 +6,036 18.25% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 37,992 2,920 0.01% 0.0% 95 -4,137 -9.82% Q1 2026 Apr 08, 2026
Summit Financial, LLC History Added to 37,769 2,883 0.04% 0.04% 96 +147 0.39% Q1 2026 May 15, 2026
Pentwater Capital Management LP History New 37,500 2,863 0.01% 97 +37,500 New Q1 2026 May 15, 2026
Symphony Financial, Ltd. Co. History Added to 38,508 2,835 0.38% 0.37% 98 +23 0.06% Q1 2026 Apr 30, 2026
Valence8 US LP History Reduced 37,018 2,826 0.99% 1.07% 99 -13,248 -26.36% Q1 2026 May 15, 2026
First International Bank of Israel Ltd. History Reduced 34,100 2,603 0.77% 1.58% 100 -12,000 -26.03% Q1 2026 May 14, 2026
Kestra Advisory Services, LLC History Added to 33,928 2,590 0.01% 0.01% 101 +4,961 17.13% Q1 2026 Apr 30, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 33,920 2,589 0.0% 0.04% 102 -311,080 -90.17% Q1 2026 May 14, 2026
SPROTT INC. History Added to 33,645 2,568 0.07% 0.08% 103 +1,280 3.95% Q1 2026 May 08, 2026
RENAISSANCE TECHNOLOGIES LLC History New 33,297 2,542 0.0% 104 +33,297 New Q1 2026 May 14, 2026
Corecam AG History New 32,750 2,500 2.13% 105 +32,750 New Q1 2026 Apr 21, 2026
Continuum Advisory, LLC History Added to 32,409 2,474 0.24% 0.23% 106 +653 2.06% Q1 2026 Apr 22, 2026
MML INVESTORS SERVICES, LLC History Added to 32,112 2,451 0.01% 0.0% 107 +10,014 45.32% Q1 2026 May 04, 2026
WOODMONT INVESTMENT COUNSEL LLC History New 31,078 2,372 0.15% 108 +31,078 New Q1 2026 May 05, 2026
Mariner, LLC History Added to 30,997 2,366 0.0% 0.0% 109 +26,091 531.82% Q1 2026 May 13, 2026
180 WEALTH ADVISORS, LLC History Added to 29,697 2,267 0.26% 0.2% 110 +5,640 23.44% Q1 2026 May 01, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 29,197 2,229 0.0% 0.0% 111 +7,198 32.72% Q1 2026 May 12, 2026
SALEM INVESTMENT COUNSELORS INC History New 29,120 2,223 0.07% 112 +29,120 New Q1 2026 Apr 29, 2026
Authentikos Wealth Advisory, LLC History New 28,562 2,180 1.47% 113 +28,562 New Q1 2026 May 07, 2026
Intesa Sanpaolo Wealth Management History No change 28,200 2,153 0.53% 0.42% 114 0 0.0% Q1 2026 May 15, 2026
CANTOR FITZGERALD, L. P. History New 27,906 2,130 0.03% 115 +27,906 New Q1 2026 May 15, 2026
Nan Shan Life Insurance Co., Ltd. History New 27,871 2,127 0.08% 116 +27,871 New Q1 2026 May 14, 2026
FIFTH THIRD SECURITIES, INC. History New 27,482 2,098 0.14% 117 +27,482 New Q1 2026 Apr 15, 2026
Dynamic Wealth Strategies, LLC History Reduced 27,105 2,069 1.2% 1.16% 118 -28 -0.1% Q1 2026 May 13, 2026
London & Capital Asset Management Ltd History New 27,101 2,065 0.02% 119 +27,101 New Q1 2026 May 15, 2026
Capula Management Ltd History New 26,800 2,046 0.01% 120 +26,800 New Q1 2026 May 14, 2026
HRT FINANCIAL LP History New 24,908 1,901 0.0% 121 +24,908 New Q1 2026 May 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 24,871 1,898 0.13% 122 +24,871 New Q1 2026 May 12, 2026
Balefire, LLC History Reduced 24,711 1,886 0.36% 0.36% 123 -1,060 -4.11% Q1 2026 May 07, 2026
Birch Hill Investment Advisors LLC History No change 24,520 1,872 0.08% 0.07% 124 0 0.0% Q1 2026 Apr 29, 2026
Tactive Advisors, LLC History Added to 24,450 1,866 0.53% 0.48% 125 +1,835 8.11% Q1 2026 Apr 16, 2026
Snowden Capital Advisors LLC History Added to 24,271 1,853 0.05% 0.03% 126 +6,417 35.94% Q1 2026 May 14, 2026
Prospera Financial Services Inc History New 24,174 1,845 0.03% 127 +24,174 New Q1 2026 Apr 14, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History New 23,100 1,763 0.54% 128 +23,100 New Q1 2026 May 11, 2026
Clear Street Group Inc. History New 23,033 1,758 0.01% 129 +23,033 New Q1 2026 May 15, 2026
Brookstone Capital Management History Added to 21,922 1,673 0.02% 0.0% 130 +17,841 437.17% Q1 2026 Apr 16, 2026
Trivium Point Advisory, LLC History Reduced 21,521 1,643 0.3% 0.91% 131 -104,566 -82.93% Q1 2026 Apr 21, 2026
Pekin Hardy Strauss, Inc. History Added to 19,830 1,514 0.16% 0.08% 132 +8,105 69.13% Q1 2026 May 06, 2026
Ameritas Advisory Services, LLC History Added to 19,267 1,471 0.06% 0.05% 133 +1,698 9.66% Q1 2026 May 12, 2026
Summit Wealth Partners, LLC History New 19,226 1,467 0.23% 134 +19,226 New Q1 2026 Apr 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 19,011 1,451 0.03% 0.02% 135 +6,271 49.22% Q1 2026 May 11, 2026
Silphium Asset Management Ltd History Reduced 18,500 1,412 0.53% 0.68% 136 -3,900 -17.41% Q1 2026 May 05, 2026
Apollon Wealth Management, LLC History New 18,189 1,388 0.02% 137 +18,189 New Q1 2026 Apr 22, 2026
Pettinga Financial Advisors LLC History Added to 17,979 1,372 0.26% 0.23% 138 +1,278 7.65% Q1 2026 Apr 13, 2026
CoreCap Advisors, LLC History New 17,859 1,363 0.05% 139 +17,859 New Q1 2026 Apr 07, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 17,898 1,360 0.0% 0.0% 140 +17,228 2571.34% Q1 2026 May 14, 2026
Jump Financial, LLC History New 17,749 1,355 0.02% 141 +17,749 New Q1 2026 May 14, 2026
JOHNSON INVESTMENT COUNSEL INC History New 17,634 1,346 0.01% 143 +17,634 New Q1 2026 May 01, 2026
WT Wealth Management History Added to 17,632 1,346 0.4% 0.36% 142 +428 2.49% Q1 2026 Apr 21, 2026
Miller Global Investments, LLC History Reduced 17,229 1,315 1.21% 1.2% 144 -1,233 -6.68% Q1 2026 Apr 06, 2026
E&G Advisors, LP History Added to 17,202 1,313 0.29% 0.12% 145 +9,832 133.41% Q1 2026 Apr 21, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 16,977 1,296 0.0% 0.0% 146 -2,829 -14.28% Q1 2026 May 15, 2026
Garde Capital, Inc. History Added to 16,482 1,258 0.08% 0.04% 147 +6,993 73.7% Q1 2026 Apr 28, 2026
WESPAC Advisors SoCal, LLC History New 16,352 1,248 0.27% 148 +16,352 New Q1 2026 Apr 15, 2026
Bayshore Capital Advisors, LLC History New 16,332 1,246 0.53% 149 +16,332 New Q1 2026 Apr 14, 2026
Almanack Investment Partners, LLC. History Added to 16,302 1,244 0.21% 0.19% 150 +650 4.15% Q1 2026 May 05, 2026
U.S. Capital Wealth Advisors, LLC History Added to 16,211 1,237 0.03% 0.03% 151 +507 3.23% Q1 2026 Apr 07, 2026
RFG Advisory, LLC History New 16,081 1,227 0.02% 152 +16,081 New Q1 2026 Apr 17, 2026
Regency Capital Management Inc.\DE History New 15,830 1,208 0.54% 153 +15,830 New Q1 2026 May 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 15,789 1,206 0.0% 0.0% 154 +4,385 38.45% Q1 2026 May 01, 2026
Atria Investments, Inc History New 15,652 1,195 0.01% 155 +15,652 New Q1 2026 May 05, 2026
MFA WEALTH ADVISORS, LLC History New 15,620 1,192 0.23% 156 +15,620 New Q1 2026 Apr 20, 2026
Smart Portfolios, LLC History Reduced 14,961 1,142 1.14% 1.09% 157 -275 -1.8% Q1 2026 May 01, 2026
SBI Securities Co., Ltd. History Added to 14,923 1,139 0.03% 0.0% 158 +13,507 953.88% Q1 2026 Apr 27, 2026
Sigma Planning Corp History Added to 14,605 1,115 0.03% 0.02% 159 +6,537 81.02% Q1 2026 May 04, 2026
IEQ CAPITAL, LLC History New 14,426 1,101 0.01% 160 +14,426 New Q1 2026 May 14, 2026
RPg Family Wealth Advisory, LLC History New 14,127 1,078 0.22% 161 +14,127 New Q1 2026 May 14, 2026
Risk Paradigm Group, LLC History New 14,127 1,078 0.92% 162 +14,127 New Q1 2026 May 14, 2026
NORTHERN TRUST CORP History New 13,800 1,053 0.0% 163 +13,800 New Q1 2026 May 14, 2026
Vontobel Holding Ltd. History New 13,537 1,033 0.0% 164 +13,537 New Q1 2026 May 08, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 13,300 1,015 0.0% 0.0% 165 +300 2.31% Q1 2026 May 04, 2026
Crescent Grove Advisors, LLC History New 13,127 1,002 0.1% 166 +13,127 New Q1 2026 May 06, 2026
DENALI ADVISORS LLC History Added to 13,066 997 0.11% 0.1% 167 +45 0.35% Q1 2026 May 08, 2026
WEALTHSPAN PARTNERS, LLC History Added to 13,021 994 0.35% 0.31% 168 +1,232 10.45% Q1 2026 Apr 08, 2026
VALLEY NATIONAL ADVISERS INC History Added to 11,964 913 0.12% 0.09% 169 +3,139 35.57% Q1 2026 Apr 15, 2026
Gotham Asset Management, LLC History New 11,769 898 0.0% 170 +11,769 New Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Added to 11,692 892 0.02% 0.01% 171 +3,960 51.22% Q1 2026 May 11, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 11,600 885 0.06% 0.04% 172 +2,300 24.73% Q1 2026 Apr 14, 2026
Wealthcare Advisory Partners LLC History New 11,467 875 0.02% 173 +11,467 New Q1 2026 Apr 14, 2026
Rathbones Group PLC History Reduced 11,329 864 0.0% 0.0% 174 -248 -2.14% Q1 2026 May 12, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 9,585 835 0.38% 0.19% 175 +3,805 65.83% Q1 2026 Apr 23, 2026
Revisor Wealth Management LLC History Added to 10,930 834 0.23% 0.15% 176 +3,812 53.55% Q1 2026 Apr 27, 2026
Equitable Holdings, Inc. History Added to 11,486 827 0.01% 0.0% 177 +4,338 60.69% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Reduced 10,744 820 0.0% 0.0% 178 -6,511 -37.73% Q1 2026 Jun 02, 2026
Terra Nova Asset Management LLC History New 10,555 805 0.6% 179 +10,555 New Q1 2026 Apr 16, 2026
BANK OF NOVA SCOTIA History New 10,050 767 0.0% 180 +10,050 New Q1 2026 May 14, 2026
Prosperity Consulting Group, LLC History Added to 9,895 755 0.03% 0.02% 182 +2,890 41.26% Q1 2026 May 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 9,897 755 0.02% 0.02% 181 -1,063 -9.7% Q1 2026 May 15, 2026
Ethos Financial Group, LLC History Added to 9,834 750 0.05% 0.03% 183 +4,625 88.79% Q1 2026 May 05, 2026
EHRLICH FINANCIAL GROUP History New 9,644 736 0.42% 184 +9,644 New Q1 2026 Apr 08, 2026
NTV ASSET MANAGEMENT LLC History New 9,500 725 0.08% 185 +9,500 New Q1 2026 Apr 28, 2026
Robertson Stephens Wealth Management, LLC History Added to 9,450 721 0.02% 0.02% 186 +1,600 20.38% Q1 2026 Apr 28, 2026
SMART Wealth LLC History New 9,415 718 0.21% 187 +9,415 New Q1 2026 Apr 23, 2026
BFI Infinity Ltd. History Added to 9,233 704 0.39% 0.33% 188 +1,810 24.38% Q1 2026 Apr 13, 2026
Stratos Wealth Partners, LTD. History Added to 9,170 700 0.01% 0.01% 189 +519 6.0% Q1 2026 Apr 28, 2026
Clare Market Investments LLC History New 9,087 693 0.14% 190 +9,087 New Q1 2026 Apr 29, 2026
Cerity Partners LLC History Added to 8,978 685 0.0% 0.0% 191 +527 6.24% Q1 2026 May 15, 2026
Advisory Alpha, LLC History Reduced 8,940 682 0.02% 0.02% 192 -870 -8.87% Q1 2026 May 14, 2026
EFG International AG History Added to 8,929 681 0.01% 0.01% 193 +900 11.21% Q1 2026 May 15, 2026
WealthCare Investment Partners, LLC History New 8,398 635 0.18% 194 +8,398 New Q1 2026 Apr 08, 2026
IBEX WEALTH ADVISORS History New 8,227 628 0.06% 195 +8,227 New Q1 2026 Apr 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 8,109 619 0.12% 0.13% 196 -807 -9.05% Q1 2026 May 15, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Reduced 8,100 618 0.21% 2.46% 197 -25,099 -75.6% Q1 2026 May 12, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History New 8,010 611 0.05% 198 +8,010 New Q1 2026 May 12, 2026
Pathstone Holdings, LLC History Added to 10,148 607 0.0% 0.0% 199 +4,455 78.25% Q1 2026 May 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 7,789 594 0.0% 0.0% 200 +1,448 22.84% Q1 2026 May 15, 2026
Bright Futures Wealth Management, LLC. History Reduced 7,645 583 0.4% 1.07% 201 -12,525 -62.1% Q1 2026 Apr 15, 2026
RATIONAL ADVISORS, INC. History New 7,630 582 0.06% 203 +7,630 New Q1 2026 May 07, 2026
Meridian Wealth Management, LLC History Added to 7,624 582 0.02% 0.01% 202 +3,422 81.44% Q1 2026 May 06, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 6,962 576 0.21% 0.2% 204 +1,121 19.19% Q1 2026 May 08, 2026
CapWealth Advisors, LLC History No change 7,500 572 0.04% 0.04% 205 0 0.0% Q1 2026 May 05, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 7,292 560 0.38% 1.59% 206 -15,685 -68.26% Q1 2026 Apr 08, 2026
Summit Trail Advisors, LLC History New 7,202 549 0.01% 207 +7,202 New Q1 2026 May 12, 2026
Magnus Financial Group LLC History New 7,177 547 0.04% 208 +7,177 New Q1 2026 Apr 10, 2026
Jefferies Financial Group Inc. History New 7,143 545 0.0% 209 +7,143 New Q1 2026 May 07, 2026
Corient Private Wealth LLC History New 7,074 540 0.0% 210 +7,074 New Q1 2026 May 15, 2026
Activest Wealth Management History New 7,053 538 0.09% 211 +7,053 New Q1 2026 Apr 15, 2026
SFG Wealth Management, LLC. History Added to 6,868 524 0.22% 0.1% 212 +3,435 100.06% Q1 2026 Apr 22, 2026
CREDIT AGRICOLE S A History New 6,740 514 0.0% 213 +6,740 New Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 6,696 511 0.02% 0.01% 214 +4,696 234.8% Q1 2026 May 15, 2026
Synergy Asset Management, LLC History Reduced 6,630 506 0.05% 0.07% 216 -2,104 -24.09% Q1 2026 May 13, 2026
Financial Sense Advisors, Inc. History Added to 6,628 506 0.1% 0.09% 215 +66 1.01% Q1 2026 May 14, 2026
Concentrum Wealth Management History No change 6,607 504 0.15% 0.13% 217 0 0.0% Q1 2026 May 04, 2026
Kovack Advisors, Inc. History New 4,820 503 0.03% 218 +4,820 New Q1 2026 May 12, 2026
Waverly Advisors, LLC History Added to 6,466 493 0.0% 0.0% 219 +2,989 85.96% Q1 2026 May 15, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 6,450 492 0.01% 0.01% 220 0 0.0% Q1 2026 May 12, 2026
EVOKE WEALTH, LLC History New 6,434 491 0.01% 221 +6,434 New Q1 2026 May 14, 2026
Quantum Portfolio Management LLC History Added to 6,413 489 0.21% 0.09% 222 +3,425 114.63% Q1 2026 May 01, 2026
Krilogy Financial LLC History No change 5,657 487 0.02% 0.02% 223 0 0.0% Q1 2026 Apr 17, 2026
Cushing Capital Partners, LLC History New 6,354 485 0.37% 224 +6,354 New Q1 2026 Apr 20, 2026
PRINCIPAL SECURITIES, INC. History New 6,301 481 0.01% 225 +6,301 New Q1 2026 May 13, 2026
Beacon Pointe Advisors, LLC History New 6,257 477 0.0% 226 +6,257 New Q1 2026 May 15, 2026
SIH Partners, LLLP History New 6,172 471 0.01% 227 +6,172 New Q1 2026 May 15, 2026
Gateway Wealth Partners, LLC History New 5,890 449 0.02% 228 +5,890 New Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 5,730 447 0.0% 0.0% 229 +2,688 88.36% Q1 2026 Apr 07, 2026
Focus Partners Wealth History New 5,798 442 0.0% 230 +5,798 New Q1 2026 May 14, 2026
GM Advisory Group, LLC History New 5,762 439 0.02% 233 +5,762 New Q1 2026 Apr 28, 2026
Visionary Wealth Advisors History Added to 5,755 439 0.02% 0.02% 232 +965 20.15% Q1 2026 May 13, 2026
Main Street Financial Solutions, LLC History No change 6,125 439 0.03% 0.03% 231 0 0.0% Q4 2025 Feb 17, 2026
PACK Private Wealth, LLC History No change 5,746 438 0.2% 0.19% 234 0 0.0% Q1 2026 May 15, 2026
Coastal Bridge Advisors, LLC History Added to 5,651 431 0.03% 0.02% 235 +2,219 64.66% Q1 2026 May 14, 2026
Ausdal Financial Partners, Inc. History Added to 5,481 418 0.02% 0.02% 236 +822 17.64% Q1 2026 May 12, 2026
Axiom Investment Management LLC History New 5,400 412 0.31% 237 +5,400 New Q1 2026 May 26, 2026
COMMONS CAPITAL, LLC History New 5,346 408 0.34% 238 +5,346 New Q1 2026 Apr 30, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,235 399 0.01% 0.01% 239 0 0.0% Q1 2026 May 05, 2026
FIFTH THIRD BANCORP History New 5,170 394 0.0% 240 +5,170 New Q1 2026 May 01, 2026
COMERICA BANK History No change 5,402 387 0.0% 0.0% 241 0 0.0% Q4 2025 Jan 29, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 5,000 381 0.03% 243 +5,000 New Q1 2026 May 15, 2026
IvyRock Asset Management (HK) Ltd History Added to 5,000 381 0.21% 0.13% 242 +1,500 42.86% Q1 2026 May 06, 2026
EQUITABLE TRUST CO History New 4,984 380 0.02% 244 +4,984 New Q1 2026 Apr 30, 2026
Navis Wealth Advisors, LLC History Added to 4,943 377 0.19% 0.15% 245 +107 2.21% Q1 2026 May 15, 2026
CIDEL ASSET MANAGEMENT INC History New 4,900 374 0.02% 246 +4,900 New Q1 2026 Apr 17, 2026
Modern Wealth Management, LLC History Added to 4,690 366 0.01% 0.01% 247 +177 3.92% Q1 2026 May 14, 2026
Box Hill Private Wealth LLC History New 4,768 364 0.36% 248 +4,768 New Q1 2026 Apr 03, 2026
HFG Advisors, Inc. History Added to 4,647 354 0.25% 0.22% 249 +385 9.03% Q1 2026 May 08, 2026
OpenArc Corporate Advisory, LLC History New 4,555 347 0.0% 250 +4,555 New Q1 2026 May 11, 2026
Bank of New York Mellon Corp History New 4,487 342 0.0% 252 +4,487 New Q1 2026 May 05, 2026
Janney Montgomery Scott LLC History New 4,473 342 0.0% 251 +4,473 New Q1 2026 Apr 22, 2026
FIDUCIARY TRUST CO History New 4,373 333 0.0% 253 +4,373 New Q1 2026 May 15, 2026
WEALTH EFFECTS LLC History New 4,279 326 0.12% 254 +4,279 New Q1 2026 Apr 21, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 4,254 324 0.01% 0.02% 255 -318 -6.96% Q1 2026 Apr 15, 2026
BENJAMIN EDWARDS INC History New 4,062 310 0.0% 256 +4,062 New Q1 2026 May 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 4,040 308 0.0% 0.02% 258 -18,055 -81.72% Q1 2026 May 11, 2026
Freestone Capital Holdings, LLC History Added to 4,044 308 0.01% 0.01% 257 +207 5.39% Q1 2026 May 13, 2026
Fortis Group Advisors, LLC History Reduced 3,861 307 0.05% 0.28% 259 -15,686 -80.25% Q1 2026 May 08, 2026
Lido Advisors, LLC History New 4,013 306 0.0% 261 +4,013 New Q1 2026 May 13, 2026
Ground Swell Capital, LLC History New 4,009 306 0.6% 260 +4,009 New Q1 2026 Apr 21, 2026
Compagnie Lombard Odier SCmA History Reduced 4,000 305 0.0% 0.01% 262 -4,600 -53.49% Q1 2026 Apr 15, 2026
Sumitomo Mitsui Trust Group, Inc. History New 4,000 305 0.0% 264 +4,000 New Q1 2026 Apr 30, 2026
Arizona PSPRS Trust History New 4,000 305 0.01% 265 +4,000 New Q1 2026 Apr 16, 2026
Gallo Partners, LP History New 4,000 305 0.58% 266 +4,000 New Q1 2026 May 15, 2026
Generation Capital Management LLC History Reduced 4,000 305 0.22% 0.29% 263 -2,140 -34.85% Q1 2026 May 08, 2026
Index Technologies Group LLC History New 3,855 294 0.32% 268 +3,855 New Q1 2026 Apr 29, 2026
Betterment LLC History New 3,850 294 0.0% 267 +3,850 New Q1 2026 May 14, 2026
XTX Topco Ltd History Reduced 3,849 293 0.01% 0.01% 270 -3,201 -45.4% Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Reduced 3,846 293 0.0% 0.0% 269 -617 -13.82% Q1 2026 Apr 28, 2026
Orion Porfolio Solutions, LLC History Reduced 3,833 292 0.0% 0.0% 271 -3,087 -44.61% Q1 2026 May 13, 2026
Estate Counselors, LLC History No change 3,800 290 0.03% 0.02% 272 0 0.0% Q1 2026 May 15, 2026
Bluesphere Advisors LLC History No change 3,806 290 0.1% 0.12% 273 0 0.0% Q1 2026 Apr 22, 2026
True North Advisors, LLC History New 3,767 287 0.03% 274 +3,767 New Q1 2026 May 07, 2026
Total Clarity Wealth Management, Inc. History New 3,755 286 0.07% 276 +3,755 New Q1 2026 Apr 17, 2026
BANQUE PICTET & CIE SA History No change 3,750 286 0.0% 0.0% 275 0 0.0% Q1 2026 Apr 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 3,714 283 0.0% 277 +3,714 New Q1 2026 Apr 20, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Added to 3,324 282 0.12% 0.1% 278 +97 3.01% Q1 2026 Apr 15, 2026
Castleview Partners, LLC History Added to 3,636 277 0.14% 0.12% 279 +385 11.84% Q1 2026 May 01, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 3,601 274 0.0% 281 +3,601 New Q1 2026 May 12, 2026
OPPENHEIMER & CO INC History New 3,594 274 0.0% 280 +3,594 New Q1 2026 Apr 23, 2026
IHT Wealth Management, LLC History Reduced 3,580 273 0.01% 0.01% 282 -546 -13.23% Q1 2026 May 15, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 3,545 270 0.1% 0.21% 283 -4,095 -53.6% Q1 2026 Apr 23, 2026
TCFG Investment Advisors, LLC History New 3,545 270 0.1% 285 +3,545 New Q1 2026 May 05, 2026
KITCHING PARTNERS, LLC History No change 3,540 270 0.25% 0.23% 284 0 0.0% Q1 2026 May 06, 2026
First PREMIER Bank History No change 3,500 267 0.06% 0.06% 286 0 0.0% Q1 2026 Apr 20, 2026
RPS ADVISORY SOLUTIONS LLC History New 3,487 266 0.15% 287 +3,487 New Q1 2026 May 04, 2026
Avestar Capital, LLC History New 3,460 264 0.02% 288 +3,460 New Q1 2026 May 13, 2026
WEXFORD CAPITAL LP History Reduced 3,430 261 0.04% 0.05% 289 -382 -10.02% Q1 2026 May 15, 2026
JUNCTURE WEALTH STRATEGIES, LLC History New 3,348 255 0.09% 291 +3,348 New Q1 2026 Apr 14, 2026
Oxbow Advisors, LLC History No change 3,350 255 0.02% 0.02% 290 0 0.0% Q1 2026 Apr 27, 2026
HBW ADVISORY SERVICES LLC History Added to 3,328 254 0.03% 0.02% 292 +309 10.24% Q1 2026 May 04, 2026
Vanguard Capital Wealth Advisors History Reduced 3,320 253 0.23% 0.25% 293 -1,110 -25.06% Q1 2026 Apr 21, 2026
Schneider Downs Wealth Management Advisors, LP History New 3,301 252 0.03% 294 +3,301 New Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 3,251 248 0.0% 295 +3,251 New Q1 2026 May 15, 2026
Ameliora Wealth Management Ltd. History New 3,250 248 0.08% 296 +3,250 New Q1 2026 Apr 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 3,218 245 0.01% 0.01% 297 +390 13.79% Q1 2026 May 14, 2026
MARATHON CAPITAL MANAGEMENT History Added to 3,139 239 0.05% 0.05% 298 +90 2.95% Q1 2026 May 13, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 3,120 238 0.07% 0.11% 299 -1,595 -33.83% Q1 2026 May 05, 2026
Cresset Asset Management, LLC History New 3,106 237 0.0% 300 +3,106 New Q1 2026 May 15, 2026