Global X Funds - COPX
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 7,719,745 | 584,894 | 0.7% | 0.62% | 1 | +1,289,583 | 20.06% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 6,557,544 | 504,734 | 0.04% | 0.04% | 2 | +2,246,691 | 52.12% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,155,796 | 473,811 | 0.16% | 0.01% | 3 | +5,919,626 | 2506.51% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,563,600 | 269,907 | 0.01% | 0.01% | 4 | +1,160,141 | 48.27% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,027,392 | 233,018 | 0.02% | 0.01% | 5 | +1,843,348 | 155.68% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,984,460 | 229,713 | 0.01% | 0.01% | 6 | +94,465 | 3.27% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,755,905 | 212,123 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 2,431,155 | 187,599 | 0.91% | 1.19% | 8 | +140,800 | 6.15% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,321,568 | 178,691 | 0.01% | 0.02% | 9 | -79,110 | -3.3% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,031,214 | 156,342 | 0.02% | 0.02% | 10 | +338,247 | 19.98% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | Added to | 1,497,907 | 115,293 | 0.01% | 0.01% | 11 | +594,382 | 65.78% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,039,387 | 80,001 | 0.01% | 0.0% | 12 | +673,860 | 184.35% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 962,414 | 74,076 | 0.01% | 0.01% | 13 | +308,776 | 47.24% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 901,965 | 69,424 | 0.02% | 0.02% | 14 | +62,696 | 7.47% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 660,163 | 50,813 | 0.01% | 0.01% | 15 | +278,368 | 72.91% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 633,952 | 48,795 | 0.02% | 0.02% | 16 | +140,131 | 28.38% | Q2 2026 | Aug 03, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 627,000 | 48,381 | 0.33% | 0.61% | 17 | -213,486 | -25.4% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 600,000 | 46,182 | 0.06% | — | 18 | +600,000 | New | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | Reduced | 509,586 | 39,222 | 0.03% | 0.03% | 19 | -30,275 | -5.61% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 507,995 | 39,100 | 0.12% | 0.1% | 20 | +138,521 | 37.49% | Q2 2026 | Aug 13, 2026 |
| Nearwater Capital Markets, Ltd | History | Reduced | 500,000 | 38,485 | 0.66% | 1.68% | 21 | -434,400 | -46.49% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 453,150 | 34,878 | 0.69% | 1.04% | 22 | +43,100 | 10.51% | Q2 2026 | Aug 14, 2026 |
| Temasek Holdings (Private) Ltd | History | New | 426,814 | 32,851 | 0.09% | — | 23 | +426,814 | New | Q2 2026 | Aug 07, 2026 |
| Quadrature Capital Ltd | History | New | 387,068 | 29,792 | 0.25% | — | 24 | +387,068 | New | Q2 2026 | Aug 06, 2026 |
| Woodline Partners LP | History | New | 355,224 | 27,341 | 0.08% | — | 25 | +355,224 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 326,852 | 25,161 | 0.01% | 0.01% | 26 | +14,576 | 4.67% | Q2 2026 | Aug 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 303,306 | 23,345 | 1.08% | 1.23% | 27 | +5,177 | 1.74% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 301,804 | 23,229 | 0.01% | 0.01% | 28 | +45,429 | 17.72% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 294,376 | 22,658 | 0.01% | 0.03% | 29 | -365,308 | -55.38% | Q2 2026 | Aug 14, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | New | 285,724 | 21,992 | 2.4% | — | 30 | +285,724 | New | Q2 2026 | Aug 12, 2026 |
| Fielder Capital Group LLC | History | Reduced | 283,833 | 21,846 | 4.73% | 4.77% | 31 | -3,065 | -1.07% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 241,249 | 18,569 | 0.02% | 0.02% | 32 | -4,580 | -1.86% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 230,475 | 17,739 | 0.28% | — | 33 | +230,475 | New | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | Added to | 226,952 | 17,468 | 0.63% | 0.7% | 34 | +56,265 | 32.96% | Q2 2026 | Aug 14, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 210,000 | 16,163 | 1.18% | 1.09% | 35 | +6,000 | 2.94% | Q2 2026 | Aug 07, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 206,846 | 15,920 | 0.1% | 0.0% | 36 | +199,703 | 2795.79% | Q2 2026 | Aug 17, 2026 |
| DRW Securities, LLC | History | New | 206,754 | 15,913 | 0.39% | — | 37 | +206,754 | New | Q2 2026 | Aug 14, 2026 |
| Black Swift Group, LLC | History | Added to | 203,728 | 15,680 | 2.27% | 2.72% | 38 | +344 | 0.17% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 194,128 | 14,942 | 2.74% | 3.08% | 39 | +10,367 | 5.64% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 191,880 | 14,769 | 0.02% | 0.02% | 40 | -27,528 | -12.55% | Q2 2026 | Jul 29, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 189,927 | 14,618 | 1.38% | 0.78% | 41 | +91,253 | 92.48% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 178,955 | 13,774 | 0.05% | 0.05% | 42 | +11,619 | 6.94% | Q2 2026 | Aug 11, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 177,660 | 13,660 | 0.08% | 0.45% | 43 | -734,643 | -80.53% | Q2 2026 | Aug 13, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 178,205 | 13,445 | 3.59% | 0.54% | 44 | +155,105 | 671.45% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 171,817 | 13,224 | 0.01% | 0.01% | 45 | +17,551 | 11.38% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 161,800 | 12,453 | 0.01% | 0.01% | 46 | +71,000 | 78.19% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 160,884 | 12,383 | 0.02% | 0.04% | 47 | -145,302 | -47.46% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 156,117 | 12,016 | 0.02% | 0.03% | 48 | -28,808 | -15.58% | Q2 2026 | Aug 13, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 148,714 | 11,446 | 1.04% | 0.3% | 49 | +127,193 | 591.02% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | New | 150,289 | 11,384 | 0.02% | — | 50 | +150,289 | New | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 144,334 | 11,109 | 0.01% | 0.01% | 51 | -74,912 | -34.17% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 130,428 | 10,039 | 0.01% | — | 52 | +130,428 | New | Q2 2026 | Aug 13, 2026 |
| LMR Partners LLP | History | Added to | 125,000 | 9,621 | 0.04% | 0.02% | 53 | +25,000 | 25.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 121,003 | 9,313 | 0.0% | 0.0% | 54 | +66,265 | 121.06% | Q2 2026 | Aug 06, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 120,472 | 9,272 | 0.6% | 0.26% | 55 | +76,212 | 172.19% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 116,750 | 8,986 | 0.02% | 0.02% | 56 | +3,230 | 2.85% | Q2 2026 | Jul 27, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 110,180 | 8,480 | 0.0% | — | 57 | +110,180 | New | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 107,722 | 8,291 | 0.0% | — | 58 | +107,722 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 107,119 | 8,246 | 0.01% | 0.01% | 59 | +33,272 | 45.06% | Q2 2026 | Aug 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 104,183 | 8,018 | 1.48% | 1.82% | 60 | +183 | 0.18% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 102,879 | 7,918 | 0.04% | 0.04% | 61 | -719 | -0.69% | Q2 2026 | Aug 13, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 101,297 | 7,796 | 1.1% | 0.82% | 62 | +36,000 | 55.13% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | Added to | 100,332 | 7,722 | 0.06% | 0.02% | 63 | +82,583 | 465.28% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Added to | 98,585 | 7,597 | 0.03% | 0.03% | 64 | +34,820 | 54.61% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 97,664 | 7,517 | 0.01% | 0.0% | 65 | +72,756 | 292.1% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 96,833 | 7,453 | 0.01% | 0.01% | 66 | +31,789 | 48.87% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 96,365 | 7,417 | 0.01% | 0.0% | 67 | +86,315 | 858.86% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | New | 366 | 7,062 | 0.58% | — | 68 | +366 | New | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 91,648 | 7,051 | 0.01% | 0.0% | 69 | +73,750 | 412.06% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | Reduced | 91,440 | 7,038 | 0.0% | 0.01% | 70 | -191,564 | -67.69% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 91,173 | 7,017 | 0.8% | 0.77% | 71 | +15,586 | 20.62% | Q2 2026 | Jul 10, 2026 |
| Jain Global LLC | History | New | 90,000 | 6,927 | 0.03% | — | 72 | +90,000 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 85,291 | 6,564 | 0.01% | 0.01% | 73 | +21,657 | 34.03% | Q2 2026 | Aug 05, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 84,400 | 6,496 | 0.43% | 0.49% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| W1M Asset Management Ltd | History | Added to | 84,191 | 6,477 | 0.06% | 0.02% | 75 | +57,090 | 210.66% | Q2 2026 | Aug 12, 2026 |
| Fore Capital, LLC | History | New | 84,000 | 6,465 | 1.91% | — | 76 | +84,000 | New | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 85,710 | 6,461 | 0.02% | 0.02% | 77 | +2,404 | 2.89% | Q2 2026 | Jul 27, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 81,970 | 6,309 | 3.58% | 4.33% | 78 | -5,955 | -6.77% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 82,796 | 6,307 | 0.0% | 0.0% | 79 | +27,367 | 49.37% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 79,318 | 6,105 | 0.03% | 0.03% | 80 | +7,194 | 9.97% | Q2 2026 | Jul 27, 2026 |
| Bayshore Capital Advisors, LLC | History | Added to | 74,877 | 5,763 | 2.69% | 0.53% | 81 | +58,545 | 358.47% | Q2 2026 | Jul 22, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 73,976 | 5,693 | 0.01% | 0.01% | 82 | +31,488 | 74.11% | Q2 2026 | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 73,324 | 5,643 | 1.26% | 1.4% | 83 | +850 | 1.17% | Q2 2026 | Aug 03, 2026 |
| Corecam Pte. Ltd. | History | Added to | 72,300 | 5,564 | 2.11% | 2.36% | 84 | +1,000 | 1.4% | Q2 2026 | Jul 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 67,204 | 5,172 | 0.09% | 0.17% | 85 | +1,272 | 1.93% | Q2 2026 | Jul 21, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 66,000 | 5,080 | 0.26% | — | 86 | +66,000 | New | Q2 2026 | Aug 12, 2026 |
| Stonebridge Financial Group, LLC | History | New | 64,507 | 4,965 | 0.38% | — | 87 | +64,507 | New | Q2 2026 | Jul 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 62,658 | 4,822 | 0.0% | 0.0% | 88 | -29,714 | -32.17% | Q2 2026 | Sep 23, 2026 |
| Belvedere Trading LLC | History | Added to | 58,295 | 4,486 | 0.01% | 0.0% | 89 | +17,395 | 42.53% | Q2 2026 | Jul 31, 2026 |
| Cypress Capital Group | History | Added to | 57,195 | 4,402 | 0.41% | 0.41% | 90 | +9,938 | 21.03% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 54,429 | 4,189 | 0.01% | 0.01% | 91 | +2,843 | 5.51% | Q2 2026 | Jul 28, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 54,376 | 4,185 | 1.9% | 2.32% | 92 | +32 | 0.06% | Q2 2026 | Jul 07, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 53,987 | 4,155 | 0.03% | 0.04% | 93 | -4,491 | -7.68% | Q2 2026 | Aug 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 53,897 | 4,148 | 0.71% | 0.23% | 94 | +38,277 | 245.05% | Q2 2026 | Jul 13, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Added to | 52,746 | 4,059 | 0.13% | 0.08% | 95 | +24,875 | 89.25% | Q2 2026 | Aug 14, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 45,918 | 3,852 | 1.33% | — | 96 | +45,918 | New | Q2 2026 | Jul 15, 2026 |
| Pentwater Capital Management LP | History | Added to | 50,000 | 3,848 | 0.02% | 0.01% | 97 | +12,500 | 33.33% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | New | 45,900 | 3,532 | 0.0% | — | 98 | +45,900 | New | Q2 2026 | Aug 03, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 45,612 | 3,510 | 0.69% | 0.1% | 99 | +38,984 | 588.17% | Q2 2026 | Aug 14, 2026 |
| IronBridge Private Wealth, LLC | History | Reduced | 45,183 | 3,477 | 1.14% | 1.11% | 100 | -24 | -0.05% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | Reduced | 44,672 | 3,438 | 0.01% | 0.02% | 101 | -2,841 | -5.98% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | Reduced | 44,340 | 3,412 | 0.01% | 0.03% | 102 | -67,818 | -60.47% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 44,124 | 3,396 | 0.0% | 0.0% | 103 | -30,384 | -40.78% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | New | 44,090 | 3,393 | 0.07% | — | 104 | +44,090 | New | Q2 2026 | Aug 14, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 43,890 | 3,378 | 6.79% | 3.76% | 105 | +4,500 | 11.42% | Q2 2026 | Aug 10, 2026 |
| Amitell Capital Pte Ltd | History | New | 43,135 | 3,320 | 3.04% | — | 106 | +43,135 | New | Q2 2026 | Aug 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 41,230 | 3,173 | 0.17% | 0.15% | 107 | +10,152 | 32.67% | Q2 2026 | Jul 27, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 39,829 | 3,065 | 1.97% | 2.13% | 108 | +1 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,987 | 3,060 | 0.01% | 0.01% | 109 | +1,995 | 5.25% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,393 | 3,032 | 0.01% | 0.01% | 110 | +7,281 | 22.67% | Q2 2026 | Aug 07, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 39,789 | 3,015 | 0.33% | 0.38% | 111 | +1,281 | 3.33% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 38,563 | 2,968 | 0.01% | 0.02% | 112 | -9,996 | -20.59% | Q2 2026 | Aug 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 42,156 | 2,968 | 2.22% | 2.17% | 113 | -84 | -0.2% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | Reduced | 38,553 | 2,967 | 0.0% | 0.0% | 114 | -559 | -1.43% | Q2 2026 | Aug 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 38,051 | 2,928 | 0.29% | 0.26% | 115 | +8,354 | 28.13% | Q2 2026 | Jul 07, 2026 |
| Summit Financial, LLC | History | No change | 37,769 | 2,907 | 0.03% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 37,538 | 2,889 | 0.33% | 0.43% | 117 | -7,675 | -16.98% | Q2 2026 | Jul 23, 2026 |
| Valence8 US LP | History | No change | 37,018 | 2,849 | 0.95% | 0.99% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 35,967 | 2,768 | 0.01% | 0.01% | 119 | +2,039 | 6.01% | Q2 2026 | Jul 28, 2026 |
| First International Bank of Israel Ltd. | History | No change | 34,100 | 2,624 | 0.72% | 0.77% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 33,929 | 2,612 | 0.06% | 0.05% | 121 | +9,658 | 39.79% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 33,915 | 2,610 | 0.1% | 0.13% | 123 | +9,044 | 36.36% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 33,920 | 2,610 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corecam AG | History | Added to | 33,010 | 2,540 | 2.17% | 2.13% | 124 | +260 | 0.79% | Q2 2026 | Jul 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 33,095 | 2,506 | 0.0% | — | 125 | +33,095 | New | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 32,534 | 2,504 | 0.02% | 0.01% | 126 | +14,900 | 84.5% | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | Added to | 32,501 | 2,501 | 0.2% | 0.24% | 127 | +92 | 0.28% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 31,949 | 2,458 | 0.04% | 0.03% | 128 | +7,775 | 32.16% | Q2 2026 | Jul 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 30,300 | 2,332 | 0.01% | 0.03% | 129 | -48,031 | -61.32% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 29,964 | 2,306 | 0.01% | 0.02% | 130 | -20,445 | -40.56% | Q2 2026 | Jul 24, 2026 |
| Clear Street Group Inc. | History | Added to | 29,141 | 2,242 | 0.01% | 0.01% | 131 | +6,108 | 26.52% | Q2 2026 | Aug 12, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 29,038 | 2,236 | 0.19% | 0.1% | 132 | +15,911 | 121.21% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 28,917 | 2,233 | 0.06% | 0.07% | 133 | -203 | -0.7% | Q2 2026 | Jul 14, 2026 |
| SIG BROKERAGE, LP | History | New | 27,500 | 2,116 | 0.04% | — | 134 | +27,500 | New | Q2 2026 | Aug 14, 2026 |
| Global X Japan Co., Ltd. | History | New | 27,197 | 2,093 | 0.08% | — | 135 | +27,197 | New | Q2 2026 | Jul 14, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 25,709 | 1,978 | 1.26% | 1.47% | 136 | -2,853 | -9.99% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | Added to | 24,748 | 1,904 | 0.31% | 0.36% | 137 | +37 | 0.15% | Q2 2026 | Jul 07, 2026 |
| CANTOR FITZGERALD, L. P. | History | Reduced | 24,713 | 1,902 | 0.02% | 0.03% | 138 | -3,193 | -11.44% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | Added to | 24,695 | 1,900 | 0.47% | 0.53% | 139 | +245 | 1.0% | Q2 2026 | Jul 08, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 24,657 | 1,897 | 0.3% | 0.26% | 140 | +6,678 | 37.14% | Q2 2026 | Jul 09, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 24,520 | 1,887 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,046 | 1,850 | 0.04% | 0.06% | 142 | +4,779 | 24.8% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 23,939 | 1,842 | 0.48% | 0.09% | 143 | +20,591 | 615.02% | Q2 2026 | Jul 09, 2026 |
| SG Americas Securities, LLC | History | Reduced | 23,266 | 1,791 | 0.0% | 0.0% | 144 | -18,031 | -43.66% | Q2 2026 | Aug 07, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 22,703 | 1,747 | 0.93% | 1.2% | 145 | -4,402 | -16.24% | Q2 2026 | Jul 23, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 22,279 | 1,714 | 0.0% | 0.0% | 146 | +18,279 | 456.98% | Q2 2026 | Jul 30, 2026 |
| Purpose Unlimited Inc. | History | Added to | 21,337 | 1,643 | 0.06% | 0.0% | 147 | +20,046 | 1552.75% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 21,083 | 1,622 | 0.85% | — | 149 | +21,083 | New | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | New | 21,074 | 1,622 | 0.02% | — | 148 | +21,074 | New | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 21,046 | 1,619 | 0.02% | 0.02% | 150 | +2,857 | 15.71% | Q2 2026 | Jul 22, 2026 |
| Evelyn Partners Group Ltd | History | New | 36,448 | 1,604 | 0.0% | — | 151 | +36,448 | New | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 20,709 | 1,593 | 0.03% | 0.03% | 152 | +1,698 | 8.93% | Q2 2026 | Aug 10, 2026 |
| Walleye Capital LLC | History | New | 20,510 | 1,578 | 0.01% | — | 153 | +20,510 | New | Q2 2026 | Aug 03, 2026 |
| Silphium Asset Management Ltd | History | Added to | 20,500 | 1,577 | 0.53% | 0.53% | 154 | +2,000 | 10.81% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | Added to | 20,121 | 1,548 | 0.01% | 0.0% | 155 | +19,079 | 1831.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 19,950 | 1,535 | 0.03% | 0.02% | 156 | +10,053 | 101.58% | Q2 2026 | Jul 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 19,932 | 1,534 | 0.14% | 0.16% | 157 | +102 | 0.51% | Q2 2026 | Jul 30, 2026 |
| J. Safra Sarasin Holding AG | History | New | 19,564 | 1,506 | 0.02% | — | 158 | +19,564 | New | Q2 2026 | Jul 31, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 19,210 | 1,478 | 0.21% | 0.23% | 159 | -16 | -0.08% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | Reduced | 19,117 | 1,471 | 0.01% | 0.02% | 160 | -2,805 | -12.8% | Q2 2026 | Jul 15, 2026 |
| E&G Advisors, LLC | History | Added to | 18,838 | 1,449 | 0.28% | 0.29% | 161 | +1,636 | 9.51% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 18,121 | 1,394 | 0.08% | 0.14% | 162 | -9,361 | -34.06% | Q2 2026 | Jul 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 18,000 | 1,385 | 0.1% | 0.03% | 163 | +13,000 | 260.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 17,715 | 1,363 | 0.04% | 0.05% | 164 | -144 | -0.81% | Q2 2026 | Jul 06, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | New | 17,650 | 1,358 | 0.38% | — | 165 | +17,650 | New | Q2 2026 | Aug 07, 2026 |
| Vontobel Holding Ltd. | History | Added to | 17,638 | 1,357 | 0.0% | 0.0% | 166 | +4,101 | 30.29% | Q2 2026 | Aug 03, 2026 |
| J. Goldman & Co LP | History | New | 17,600 | 1,354 | 0.03% | — | 167 | +17,600 | New | Q2 2026 | Aug 14, 2026 |
| Miller Global Investments, LLC | History | Added to | 17,237 | 1,326 | 1.1% | 1.21% | 168 | +8 | 0.05% | Q2 2026 | Jul 01, 2026 |
| Garde Capital, Inc. | History | Added to | 17,213 | 1,324 | 0.06% | 0.08% | 169 | +731 | 4.44% | Q2 2026 | Jul 31, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 16,538 | 1,272 | 0.23% | 0.27% | 170 | +186 | 1.14% | Q2 2026 | Jul 16, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 16,122 | 1,240 | 0.15% | — | 171 | +16,122 | New | Q2 2026 | Jul 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 16,211 | 1,237 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 16,022 | 1,233 | 0.04% | — | 173 | +16,022 | New | Q2 2026 | Jul 31, 2026 |
| Richard C. Young & CO., LTD. | History | New | 15,592 | 1,200 | 0.09% | — | 174 | +15,592 | New | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,501 | 1,193 | 0.0% | 0.0% | 175 | -288 | -1.82% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 15,260 | 1,178 | 0.24% | 0.22% | 176 | +1,133 | 8.02% | Q2 2026 | Aug 04, 2026 |
| Revisor Wealth Management LLC | History | Added to | 15,240 | 1,174 | 0.28% | 0.23% | 178 | +4,310 | 39.43% | Q2 2026 | Jul 21, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 15,260 | 1,174 | 0.92% | 0.92% | 177 | +1,133 | 8.02% | Q2 2026 | Aug 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 15,216 | 1,171 | 0.02% | 0.02% | 179 | -865 | -5.38% | Q2 2026 | Jul 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 15,124 | 1,164 | 0.37% | 0.35% | 180 | +2,103 | 16.15% | Q2 2026 | Aug 06, 2026 |
| Allied Private Wealth LLC | History | New | 15,730 | 1,148 | 0.74% | — | 181 | +15,730 | New | Q2 2026 | Jul 09, 2026 |
| Cerity Partners LLC | History | Added to | 14,909 | 1,147 | 0.0% | 0.0% | 182 | +5,931 | 66.06% | Q2 2026 | Aug 14, 2026 |
| Smart Portfolios, LLC | History | No change | 14,961 | 1,142 | 1.14% | 1.14% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capstone Capital Management Ltd | History | New | 14,423 | 1,110 | 0.5% | — | 184 | +14,423 | New | Q2 2026 | Jul 20, 2026 |
| WT Wealth Management | History | Reduced | 14,024 | 1,079 | 0.3% | 0.4% | 185 | -3,608 | -20.46% | Q2 2026 | Jul 22, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 13,900 | 1,069 | 0.38% | 4.0% | 186 | -105,946 | -88.4% | Q2 2026 | Jul 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 13,793 | 1,061 | 0.0% | 0.0% | 187 | -7 | -0.05% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 13,733 | 1,057 | 0.0% | 0.0% | 188 | -3,244 | -19.11% | Q2 2026 | Aug 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 13,372 | 1,029 | 0.11% | 0.12% | 189 | +1,408 | 11.77% | Q2 2026 | Jul 29, 2026 |
| Savvy Advisors, Inc. | History | New | 13,324 | 1,025 | 0.02% | — | 190 | +13,324 | New | Q2 2026 | Aug 03, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 13,000 | 1,000 | 0.01% | — | 191 | +13,000 | New | Q2 2026 | Aug 14, 2026 |
| Y.D. More Investments Ltd | History | New | 13,000 | 1,000 | 0.03% | — | 192 | +13,000 | New | Q2 2026 | Aug 05, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 12,911 | 993 | 0.1% | 0.11% | 193 | -155 | -1.19% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 12,796 | 984 | 0.02% | 0.02% | 194 | +1,329 | 11.59% | Q2 2026 | Jul 09, 2026 |
| Sigma Planning Corp | History | Reduced | 12,751 | 982 | 0.02% | 0.03% | 195 | -1,854 | -12.69% | Q2 2026 | Aug 07, 2026 |
| BFI Infinity Ltd. | History | Added to | 12,305 | 947 | 0.28% | 0.37% | 196 | +3,072 | 33.27% | Q2 2026 | Jul 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 12,200 | 939 | 0.0% | 0.0% | 197 | -1,100 | -8.27% | Q2 2026 | Jul 22, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 12,158 | 935 | 0.06% | 0.06% | 198 | +558 | 4.81% | Q2 2026 | Jul 14, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 12,009 | 924 | 0.22% | 0.18% | 199 | +3,611 | 43.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,934 | 918 | 0.0% | 0.0% | 200 | +1,190 | 11.08% | Q2 2026 | Aug 12, 2026 |
| WEXFORD CAPITAL LP | History | Added to | 11,761 | 905 | 0.12% | 0.04% | 201 | +8,331 | 242.89% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,769 | 905 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,721 | 902 | 0.01% | 0.0% | 203 | +8,127 | 226.13% | Q2 2026 | Aug 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 11,650 | 899 | 0.02% | 0.02% | 204 | +2,200 | 23.28% | Q2 2026 | Jul 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 11,572 | 890 | 0.02% | 0.03% | 205 | -3,351 | -22.46% | Q2 2026 | Jul 22, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 11,160 | 858 | 0.14% | 0.05% | 206 | +7,299 | 189.04% | Q2 2026 | Jul 24, 2026 |
| Clare Market Investments LLC | History | Added to | 11,102 | 854 | 0.16% | 0.14% | 207 | +2,015 | 22.17% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | Reduced | 11,012 | 847 | 0.0% | 0.0% | 208 | -19,985 | -64.47% | Q2 2026 | Aug 13, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 10,666 | 820 | 0.5% | 0.6% | 209 | +111 | 1.05% | Q2 2026 | Aug 04, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 10,232 | 787 | 0.03% | 0.03% | 210 | +337 | 3.41% | Q2 2026 | Aug 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 10,200 | 785 | 0.22% | 0.21% | 211 | +2,100 | 25.93% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,177 | 783 | 0.01% | 0.0% | 212 | +4,447 | 77.61% | Q2 2026 | Jul 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,145 | 780 | 0.0% | 0.01% | 213 | -1,341 | -11.68% | Q2 2026 | Aug 17, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 10,089 | 776 | 0.07% | 0.06% | 214 | +2,459 | 32.23% | Q2 2026 | Jul 24, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 10,000 | 769 | 0.0% | 0.03% | 215 | -38,651 | -79.45% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 9,818 | 755 | 0.0% | — | 216 | +9,818 | New | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 9,733 | 749 | 0.0% | 0.0% | 217 | +2,993 | 44.41% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 9,599 | 738 | 0.01% | 0.01% | 218 | -6,053 | -38.67% | Q2 2026 | Jul 28, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | No change | 9,585 | 737 | 0.33% | 0.38% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 9,433 | 726 | 0.02% | 0.02% | 220 | +1,809 | 23.73% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 9,395 | 723 | 0.02% | — | 221 | +9,395 | New | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | New | 9,339 | 719 | 0.02% | — | 222 | +9,339 | New | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,328 | 717 | 0.01% | 0.02% | 223 | -2,364 | -20.22% | Q2 2026 | Jul 29, 2026 |
| Fisher Asset Management, LLC | History | Added to | 9,308 | 716 | 0.0% | 0.0% | 224 | +6,570 | 239.96% | Q2 2026 | Aug 04, 2026 |
| Lauer Wealth, LLC | History | New | 9,075 | 714 | 0.43% | — | 225 | +9,075 | New | Q2 2026 | Jul 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 9,131 | 702 | 0.36% | 0.42% | 226 | -513 | -5.32% | Q2 2026 | Jul 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 9,116 | 701 | 0.05% | 0.04% | 227 | +1,939 | 27.02% | Q2 2026 | Jul 09, 2026 |
| Mizuho Markets Cayman LP | History | New | 9,098 | 700 | 0.03% | — | 228 | +9,098 | New | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 9,091 | 699 | 0.07% | — | 229 | +9,091 | New | Q2 2026 | Aug 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 9,136 | 695 | 0.05% | 0.05% | 230 | -698 | -7.1% | Q2 2026 | Aug 07, 2026 |
| Advisory Alpha, LLC | History | Added to | 8,942 | 688 | 0.02% | 0.02% | 231 | +2 | 0.02% | Q2 2026 | Aug 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 8,900 | 685 | 0.0% | 0.02% | 232 | -217,600 | -96.07% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,474 | 652 | 0.01% | 0.01% | 233 | -696 | -7.59% | Q2 2026 | Aug 11, 2026 |
| Rathbones Group PLC | History | Reduced | 8,466 | 651 | 0.0% | 0.0% | 234 | -2,863 | -25.27% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | Added to | 10,733 | 650 | 0.0% | 0.0% | 235 | +585 | 5.76% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 8,230 | 633 | 0.08% | 0.21% | 236 | -8,072 | -49.52% | Q2 2026 | Jul 30, 2026 |
| SMART Wealth LLC | History | Reduced | 8,086 | 622 | 0.13% | 0.21% | 237 | -1,329 | -14.12% | Q2 2026 | Aug 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 8,007 | 616 | 0.05% | 0.05% | 238 | -3 | -0.04% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 7,957 | 612 | 0.08% | 0.0% | 239 | +7,824 | 5882.71% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | New | 7,911 | 608 | 0.0% | — | 240 | +7,911 | New | Q2 2026 | Aug 11, 2026 |
| EQUITABLE TRUST CO | History | Added to | 7,899 | 607 | 0.03% | 0.02% | 241 | +2,915 | 58.49% | Q2 2026 | Jul 23, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 7,687 | 591 | 0.1% | 0.12% | 242 | -422 | -5.2% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 7,500 | 577 | 0.06% | 0.08% | 243 | -2,000 | -21.05% | Q2 2026 | Aug 05, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 7,425 | 571 | 0.04% | 0.04% | 244 | -75 | -1.0% | Q2 2026 | Jul 28, 2026 |
| Advyzon Investment Management, LLC | History | New | 7,302 | 562 | 0.04% | — | 245 | +7,302 | New | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | Reduced | 7,219 | 555 | 0.01% | 0.01% | 246 | -1,710 | -19.15% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 7,202 | 554 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 6,083 | 544 | 0.18% | 0.21% | 248 | -879 | -12.63% | Q2 2026 | Aug 13, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 7,028 | 540 | 0.37% | 0.37% | 249 | +674 | 10.61% | Q2 2026 | Jul 29, 2026 |
| UMB Bank, n.a. | History | New | 7,000 | 538 | 0.01% | — | 250 | +7,000 | New | Q2 2026 | Aug 13, 2026 |
| Aspen Investment Management Inc | History | New | 6,910 | 532 | 0.14% | — | 251 | +6,910 | New | Q2 2026 | Jul 17, 2026 |
| Allie Family Office LLC | History | New | 6,881 | 530 | 0.2% | — | 252 | +6,881 | New | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | New | 6,849 | 527 | 0.0% | — | 253 | +6,849 | New | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 6,854 | 523 | 0.34% | 0.38% | 254 | -438 | -6.01% | Q2 2026 | Jul 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,763 | 520 | 0.01% | 0.01% | 255 | +3,545 | 110.16% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,681 | 514 | 0.02% | 0.02% | 256 | -15 | -0.22% | Q2 2026 | Jul 24, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 6,654 | 512 | 0.18% | 0.21% | 257 | +241 | 3.76% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 6,598 | 509 | 0.0% | 0.0% | 258 | -476 | -6.73% | Q2 2026 | Aug 27, 2026 |
| Concentrum Wealth Management | History | No change | 6,607 | 508 | 0.12% | 0.15% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 6,584 | 506 | 0.01% | 0.01% | 260 | +283 | 4.49% | Q2 2026 | Aug 04, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 6,521 | 501 | 0.18% | 0.22% | 261 | -347 | -5.05% | Q2 2026 | Jul 22, 2026 |
| Verition Fund Management LLC | History | New | 6,500 | 500 | 0.0% | — | 263 | +6,500 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 6,506 | 500 | 0.01% | 0.01% | 262 | +2,657 | 69.03% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 6,460 | 497 | 0.01% | — | 264 | +6,460 | New | Q2 2026 | Aug 10, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 6,450 | 496 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,380 | 491 | 0.0% | 0.0% | 266 | +123 | 1.97% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,307 | 485 | 0.0% | 0.0% | 267 | +1,137 | 21.99% | Q2 2026 | Aug 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 6,255 | 481 | 0.03% | 0.03% | 268 | +604 | 10.69% | Q2 2026 | Aug 17, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 6,199 | 477 | 0.03% | — | 269 | +6,199 | New | Q2 2026 | Aug 11, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 6,133 | 472 | 0.02% | 0.02% | 270 | +1,233 | 25.16% | Q2 2026 | Jul 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 6,099 | 469 | 0.02% | 0.02% | 271 | +344 | 5.98% | Q2 2026 | Aug 13, 2026 |
| Sound Financial Strategies Group, LLC | History | New | 5,834 | 449 | 0.29% | — | 272 | +5,834 | New | Q2 2026 | Aug 10, 2026 |
| PACK Private Wealth, LLC | History | No change | 5,746 | 442 | 0.18% | 0.2% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,714 | 439 | 0.28% | 0.4% | 275 | -1,931 | -25.26% | Q2 2026 | Jul 24, 2026 |
| GM Advisory Group, LLC | History | No change | 5,762 | 439 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Krilogy Financial LLC | History | Added to | 5,679 | 437 | 0.01% | 0.02% | 276 | +22 | 0.39% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,619 | 432 | 0.0% | 0.0% | 277 | +2,588 | 85.38% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,579 | 429 | 0.0% | 0.0% | 278 | +1,106 | 24.73% | Q2 2026 | Aug 05, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 5,545 | 426 | 0.14% | 0.1% | 279 | +2,000 | 56.42% | Q2 2026 | Jul 17, 2026 |
| Lifetime Wealth Management P.C. | History | New | 5,438 | 418 | 0.24% | — | 281 | +5,438 | New | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 5,440 | 418 | 0.0% | 0.0% | 280 | -1,026 | -15.87% | Q2 2026 | Aug 14, 2026 |
| Axiom Investment Management LLC | History | No change | 5,400 | 415 | 0.28% | 0.31% | 282 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,356 | 412 | 0.02% | 0.02% | 283 | -125 | -2.28% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 5,349 | 411 | 0.0% | 0.0% | 284 | -449 | -7.74% | Q2 2026 | Aug 12, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 5,346 | 411 | 0.29% | 0.34% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,337 | 410 | 0.0% | 0.0% | 286 | +850 | 18.94% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,295 | 407 | 0.04% | — | 287 | +5,295 | New | Q2 2026 | Aug 14, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 5,244 | 403 | 0.01% | 0.01% | 288 | +1,200 | 29.67% | Q2 2026 | Jul 31, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,226 | 402 | 0.0% | 0.01% | 290 | -9,200 | -63.77% | Q2 2026 | Aug 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,235 | 402 | 0.0% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SFI Advisors, LLC | History | New | 5,220 | 401 | 0.35% | — | 292 | +5,220 | New | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,202 | 401 | 0.0% | 0.0% | 291 | +2,096 | 67.48% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 5,200 | 400 | 0.0% | 0.0% | 293 | +1,200 | 30.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,145 | 396 | 0.01% | 0.0% | 294 | +3,314 | 180.99% | Q2 2026 | Aug 12, 2026 |
| Activest Wealth Management | History | Reduced | 5,122 | 394 | 0.08% | 0.09% | 295 | -1,931 | -27.38% | Q2 2026 | Jul 16, 2026 |
| BlueCrest Capital Management Ltd | History | New | 5,000 | 384 | 0.01% | — | 297 | +5,000 | New | Q2 2026 | Aug 14, 2026 |
| IvyRock Asset Management (HK) Ltd | History | No change | 5,000 | 384 | 0.22% | 0.21% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | Added to | 4,979 | 383 | 0.0% | 0.01% | 298 | +289 | 6.16% | Q2 2026 | Aug 13, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,943 | 380 | 0.14% | 0.19% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevate Capital Advisors, LLC | History | New | 4,858 | 373 | 0.21% | — | 300 | +4,858 | New | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,836 | 372 | 0.02% | 0.01% | 301 | +3,634 | 302.33% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,769 | 367 | 0.0% | 0.0% | 302 | +729 | 18.04% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 4,779 | 367 | 0.1% | 0.12% | 303 | +500 | 11.68% | Q2 2026 | Aug 06, 2026 |
| Box Hill Private Wealth LLC | History | No change | 4,768 | 366 | 0.29% | 0.36% | 304 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 4,719 | 363 | 0.07% | 0.05% | 305 | +1,580 | 50.33% | Q2 2026 | Jul 22, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,809 | 363 | 0.02% | 0.03% | 306 | -11 | -0.23% | Q2 2026 | Jul 28, 2026 |
| Headlands Technologies LLC | History | New | 4,691 | 361 | 0.04% | — | 307 | +4,691 | New | Q2 2026 | Aug 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 4,025 | 360 | 0.14% | — | 308 | +4,025 | New | Q2 2026 | Aug 11, 2026 |
| HFG Advisors, Inc. | History | No change | 4,647 | 357 | 0.22% | 0.25% | 309 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 4,555 | 350 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Laidlaw Wealth Management LLC | History | New | 4,513 | 347 | 0.99% | — | 311 | +4,513 | New | Q2 2026 | Aug 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 4,464 | 343 | 0.08% | — | 312 | +4,464 | New | Q2 2026 | Aug 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,432 | 341 | 0.02% | 0.01% | 313 | +178 | 4.18% | Q2 2026 | Jul 24, 2026 |
| Virtue Capital Management, LLC | History | New | 4,367 | 336 | 0.04% | — | 314 | +4,367 | New | Q2 2026 | Aug 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 4,345 | 334 | 0.01% | — | 315 | +4,345 | New | Q2 2026 | Jul 27, 2026 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | History | Added to | 4,100 | 315 | 0.54% | 0.0% | 316 | +4,000 | 4000.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,079 | 313 | 0.0% | 0.0% | 317 | -25,118 | -86.03% | Q2 2026 | Aug 13, 2026 |
| Index Technologies Group LLC | History | Added to | 4,048 | 311 | 0.25% | 0.32% | 318 | +193 | 5.01% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | New | 4,000 | 307 | 0.03% | — | 321 | +4,000 | New | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,999 | 307 | 0.0% | 0.0% | 319 | -63 | -1.55% | Q2 2026 | Jul 24, 2026 |
| Generation Capital Management LLC | History | No change | 4,000 | 307 | 0.19% | 0.22% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageGuard Financial Group, LLC | History | New | 3,966 | 305 | 0.04% | — | 322 | +3,966 | New | Q2 2026 | Jul 27, 2026 |
| Francis Financial, Inc. | History | New | 3,938 | 303 | 0.05% | — | 323 | +3,938 | New | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | New | 3,905 | 300 | 0.0% | — | 326 | +3,905 | New | Q2 2026 | Jul 31, 2026 |
| NOMURA HOLDINGS INC | History | New | 3,900 | 300 | 0.0% | — | 325 | +3,900 | New | Q2 2026 | Aug 14, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 3,904 | 300 | 0.2% | 0.15% | 324 | +417 | 11.96% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,851 | 296 | 0.0% | 0.0% | 327 | +600 | 18.46% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,844 | 295 | 0.0% | 0.0% | 328 | +1,219 | 46.44% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 3,813 | 293 | 0.0% | 0.0% | 329 | -560 | -12.81% | Q2 2026 | Aug 13, 2026 |
| Estate Counselors, LLC | History | No change | 3,800 | 292 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bluesphere Advisors LLC | History | No change | 3,806 | 292 | 0.09% | 0.1% | 331 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| True North Advisors, LLC | History | Added to | 3,769 | 290 | 0.03% | 0.03% | 332 | +2 | 0.05% | Q2 2026 | Jul 22, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 3,750 | 288 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,734 | 287 | 0.0% | — | 335 | +3,734 | New | Q2 2026 | Aug 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,739 | 287 | 0.0% | 0.0% | 334 | +25 | 0.67% | Q2 2026 | Jul 28, 2026 |
| SYON CAPITAL LLC | History | New | 3,651 | 281 | 0.01% | — | 336 | +3,651 | New | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | New | 3,562 | 274 | 0.01% | — | 338 | +3,562 | New | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Added to | 3,560 | 274 | 0.0% | 0.0% | 337 | +470 | 15.21% | Q2 2026 | Aug 04, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 3,540 | 272 | 0.23% | 0.25% | 339 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 3,514 | 270 | 0.03% | 0.03% | 341 | +213 | 6.45% | Q2 2026 | Aug 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 3,545 | 270 | 0.1% | 0.1% | 340 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First PREMIER Bank | History | No change | 3,500 | 269 | 0.04% | 0.06% | 342 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avestar Capital, LLC | History | No change | 3,460 | 266 | 0.01% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,447 | 265 | 0.0% | 0.0% | 344 | -154 | -4.28% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | New | 3,438 | 264 | 0.0% | — | 345 | +3,438 | New | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,379 | 260 | 0.0% | — | 346 | +3,379 | New | Q2 2026 | Aug 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 3,360 | 258 | 0.04% | — | 348 | +3,360 | New | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 3,355 | 258 | 0.0% | 0.0% | 347 | -491 | -12.77% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,339 | 257 | 0.0% | 0.0% | 349 | -4,450 | -57.13% | Q2 2026 | Aug 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,350 | 257 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waycross Investment Management Co | History | New | 3,298 | 253 | 0.19% | — | 352 | +3,298 | New | Q2 2026 | Jul 14, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 3,290 | 253 | 0.02% | 0.02% | 351 | -870 | -20.91% | Q2 2026 | Aug 07, 2026 |
| TBH Global Asset Management, LLC | History | New | 3,284 | 252 | 0.05% | — | 353 | +3,284 | New | Q2 2026 | Aug 05, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 3,250 | 250 | 0.07% | 0.08% | 354 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 3,241 | 249 | 0.1% | 0.12% | 355 | -83 | -2.5% | Q2 2026 | Jul 09, 2026 |
| Everest Financial Group LLC | History | New | 3,200 | 246 | 0.03% | — | 356 | +3,200 | New | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,141 | 241 | 0.01% | 0.01% | 357 | -439 | -12.26% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 3,069 | 236 | 0.02% | 0.03% | 358 | -259 | -7.78% | Q2 2026 | Jul 16, 2026 |
| Core Wealth Partners LLC | History | Added to | 3,028 | 233 | 0.1% | 0.11% | 359 | +28 | 0.93% | Q2 2026 | Jul 17, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 3,019 | 232 | 0.01% | 0.02% | 361 | -2,871 | -48.74% | Q2 2026 | Aug 04, 2026 |
| Castleview Partners, LLC | History | Reduced | 3,019 | 232 | 0.1% | 0.14% | 360 | -617 | -16.97% | Q2 2026 | Jul 20, 2026 |
| Financial Partners Group, Inc | History | New | 2,976 | 229 | 0.02% | — | 362 | +2,976 | New | Q2 2026 | Jul 23, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 2,969 | 228 | 0.01% | — | 364 | +2,969 | New | Q2 2026 | Jul 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,962 | 228 | 0.0% | 0.0% | 363 | -1,051 | -26.19% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | Reduced | 2,952 | 227 | 0.01% | 0.16% | 365 | -57,430 | -95.11% | Q2 2026 | Jul 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,938 | 226 | 0.0% | 0.0% | 366 | +379 | 14.81% | Q2 2026 | Aug 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 2,945 | 226 | 0.06% | 0.07% | 367 | -175 | -5.61% | Q2 2026 | Jul 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 2,925 | 225 | 0.01% | — | 369 | +2,925 | New | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 2,917 | 225 | 0.01% | 0.01% | 368 | -8 | -0.27% | Q2 2026 | Jul 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 2,908 | 223 | 0.0% | — | 371 | +2,908 | New | Q2 2026 | Aug 14, 2026 |
| STG SECURITIES, LLC | History | New | 2,900 | 223 | 0.02% | — | 370 | +2,900 | New | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Reduced | 2,887 | 222 | 0.0% | 0.0% | 372 | -963 | -25.01% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,788 | 217 | 0.0% | — | 374 | +2,788 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,788 | 217 | 0.0% | 0.0% | 373 | +214 | 8.31% | Q2 2026 | Jul 29, 2026 |
| Berman McAleer LLC | History | No change | 2,775 | 213 | 0.02% | 0.03% | 375 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMERCE BANK | History | No change | 2,755 | 212 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 2,733 | 210 | 0.04% | 0.04% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 2,714 | 208 | 0.08% | 0.08% | 378 | +59 | 2.22% | Q2 2026 | Jul 30, 2026 |
| NewEdge Wealth, LLC | History | New | 2,692 | 207 | 0.0% | — | 379 | +2,692 | New | Q2 2026 | Aug 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 2,650 | 204 | 0.01% | — | 380 | +2,650 | New | Q2 2026 | Jul 24, 2026 |
| Capital Square, LLC | History | No change | 2,636 | 201 | 0.09% | 0.1% | 381 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Rivers Group | History | New | 2,600 | 200 | 0.07% | — | 382 | +2,600 | New | Q2 2026 | Jul 09, 2026 |
| CWM, LLC | History | No change | 2,604 | 198 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 2,528 | 194 | 0.0% | 0.0% | 384 | +2,264 | 857.58% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,449 | 188 | 0.08% | 0.09% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,358 | 180 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 2,192 | 168 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crewe Advisors LLC | History | Added to | 2,056 | 158 | 0.01% | 0.01% | 388 | +246 | 13.59% | Q2 2026 | Jul 23, 2026 |
| Intesa Sanpaolo Wealth Management | History | Reduced | 2,000 | 153 | 0.03% | 0.53% | 389 | -26,200 | -92.91% | Q2 2026 | Jul 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,983 | 152 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 1,967 | 151 | 0.0% | 0.0% | 391 | +583 | 42.12% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,853 | 142 | 0.0% | 0.0% | 392 | +161 | 9.52% | Q2 2026 | Aug 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 1,800 | 138 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,718 | 132 | 0.0% | — | 394 | +1,718 | New | Q2 2026 | Aug 11, 2026 |
| Rakuten Securities, Inc. | History | New | 1,538 | 118 | 0.03% | — | 395 | +1,538 | New | Q2 2026 | Aug 11, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 1,415 | 109 | 0.05% | 0.06% | 396 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 98,159 | 98 | 0.03% | — | 397 | +98,159 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,252 | 94 | 0.01% | 0.0% | 398 | +835 | 200.24% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,179 | 90 | 0.0% | 0.0% | 399 | -950 | -44.62% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,109 | 85 | 0.0% | 0.0% | 400 | +120 | 12.13% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,062 | 81 | 0.0% | 0.0% | 401 | +989 | 1354.79% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,040 | 80 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Highland Investment Advisors LLC | History | New | 1,006 | 77 | 0.03% | — | 403 | +1,006 | New | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 997 | 76 | 0.0% | 0.0% | 404 | +184 | 22.63% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 1,000 | 76 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 1,000 | 76 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WORMSER FRERES GESTION | History | New | 926 | 70 | 0.04% | — | 407 | +926 | New | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | Added to | 865 | 66 | 0.0% | 0.0% | 408 | +588 | 212.27% | Q2 2026 | Jul 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 850 | 65 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 5,912 | 58 | 0.01% | — | 410 | +5,912 | New | Q2 2026 | Aug 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | Added to | 734 | 56 | 0.02% | 0.03% | 411 | +100 | 15.77% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 700 | 54 | 0.0% | 0.0% | 412 | -567 | -44.75% | Q2 2026 | Aug 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 700 | 53 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 644 | 49 | 0.0% | 0.0% | 414 | +15 | 2.38% | Q2 2026 | Jul 23, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 629 | 48 | 0.02% | — | 415 | +629 | New | Q2 2026 | Aug 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 606 | 47 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MCF Advisors LLC | History | Added to | 600 | 46 | 0.0% | 0.0% | 418 | +67 | 12.57% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 609 | 46 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | Reduced | 573 | 44 | 0.02% | 0.03% | 419 | -2 | -0.35% | Q2 2026 | Aug 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 548 | 42 | 0.0% | 0.0% | 420 | -146 | -21.04% | Q2 2026 | Aug 14, 2026 |
| Forum Finance Group S.A. | History | No change | 630 | 39 | 0.01% | 0.02% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | New | 500 | 38 | 0.02% | — | 422 | +500 | New | Q2 2026 | Jul 01, 2026 |
| ALLIANZ SE | History | New | 488 | 37 | 0.0% | — | 424 | +488 | New | Q2 2026 | Aug 10, 2026 |
| Sage Mountain Advisors LLC | History | No change | 485 | 37 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | Added to | 472 | 36 | 0.0% | 0.0% | 425 | +107 | 29.32% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 462 | 35 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regatta Research & Money Management | History | New | 451 | 34 | 0.03% | — | 429 | +451 | New | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 440 | 34 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Manchester Capital Management LLC | History | No change | 450 | 34 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 389 | 30 | 0.0% | 0.0% | 431 | +1 | 0.26% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 397 | 30 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 400 | 30 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | New | 383 | 29 | 0.01% | — | 433 | +383 | New | Q2 2026 | Jul 23, 2026 |
| Bullseye Investment Management, LLC | History | No change | 370 | 28 | 0.01% | 0.02% | 434 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 348 | 26 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 341 | 26 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Groupe la Francaise | History | Added to | 385 | 25 | 0.0% | 0.0% | 437 | +155 | 67.39% | Q2 2026 | Aug 25, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 307 | 23 | 0.01% | 0.02% | 440 | -60 | -16.35% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 300 | 23 | 0.0% | 0.0% | 439 | -1 | -0.33% | Q2 2026 | Jul 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 303 | 23 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Essential Partners LLC | History | No change | 300 | 23 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 274 | 21 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 280 | 21 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 264 | 20 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 237 | 18 | 0.0% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 225 | 17 | 0.01% | 0.01% | 448 | +5 | 2.27% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 230 | 17 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BFSG, LLC | History | No change | 228 | 17 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avion Wealth | History | New | 200 | 15 | 0.0% | — | 451 | +200 | New | Q2 2026 | Jul 31, 2026 |
| Harborfront Financial Group LLC | History | New | 196 | 15 | 0.06% | — | 452 | +196 | New | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | Added to | 200 | 15 | 0.0% | 0.0% | 450 | +50 | 33.33% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 200 | 15 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Winch Advisory Services, LLC | History | No change | 192 | 14 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 182 | 14 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 188 | 14 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 179 | 13 | 0.01% | 0.01% | 456 | -137 | -43.35% | Q2 2026 | Aug 10, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 156 | 12 | 0.01% | 0.0% | 457 | +100 | 178.57% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 159 | 12 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WHITTIER TRUST CO | History | No change | 150 | 11 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 145 | 11 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Register Financial Advisors LLC | History | Reduced | 136 | 10 | 0.0% | 0.01% | 461 | -65 | -32.34% | Q2 2026 | Jul 15, 2026 |
| Operose Advisors LLC | History | Added to | 123 | 9 | 0.0% | 0.0% | 463 | +16 | 14.95% | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 128 | 9 | 0.0% | 0.0% | 464 | +11 | 9.4% | Q2 2026 | Jul 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | New | 105 | 8 | 0.0% | — | 468 | +105 | New | Q2 2026 | Jul 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 116 | 8 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 110 | 8 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vision Retirement, LLC | History | No change | 116 | 8 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RMG Wealth Management LLC | History | No change | 85 | 7 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 78 | 6 | 0.0% | 0.0% | 471 | -3 | -3.7% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 70 | 5 | 0.0% | 0.0% | 476 | +25 | 55.56% | Q2 2026 | Jul 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 67 | 5 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 71 | 5 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 62 | 4 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sankala Group LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Advisors Preferred, LLC | History | New | 52 | 3 | 0.0% | — | 482 | +52 | New | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | New | 51 | 3 | 0.0% | — | 483 | +51 | New | Q2 2026 | Jul 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 44 | 3 | 0.0% | — | 484 | +44 | New | Q2 2026 | Jul 08, 2026 |
| WealthCollab, LLC | History | Added to | 46 | 3 | 0.0% | 0.0% | 481 | +26 | 130.0% | Q2 2026 | Aug 10, 2026 |
| SWAN Capital LLC | History | New | 30 | 2 | 0.0% | — | 488 | +30 | New | Q2 2026 | Aug 13, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 26 | 2 | 0.0% | — | 487 | +26 | New | Q2 2026 | Sep 18, 2026 |
| ASSETMARK, INC | History | No change | 29 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Main Street Group, LTD | History | No change | 30 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aspect Partners, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 492 | -77 | -79.38% | Q2 2026 | Jul 16, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 17 | 1 | 0.0% | 0.0% | 490 | -30 | -63.83% | Q2 2026 | Jul 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 24 | 1 | 0.0% | — | 493 | +24 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 23 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 13 | 1 | 0.0% | — | 491 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gemsstock Ltd. | History | Closed out | 0 | 0 | — | 1.94% | — | -241,200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -197,841 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cercano Management LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -104,678 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Defiance ETFs, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -91,489 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brandywine Financial Group | History | Closed out | 0 | 0 | — | 5.8% | — | -89,487 | -100.0% | Q2 2026 | Jul 06, 2026 |
| III Capital Management | History | Closed out | 0 | 0 | — | 1.81% | — | -82,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -75,435 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PointState Capital LP | History | Closed out | 0 | 0 | — | 0.07% | — | -72,978 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -57,933 | -100.0% | Q2 2026 | Jul 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -39,497 | -100.0% | Q2 2026 | Jul 15, 2026 |
| SPROTT INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -33,645 | -100.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,297 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -26,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Regency Capital Management Inc.\DE | History | Closed out | 0 | 0 | — | 0.54% | — | -15,830 | -100.0% | Q2 2026 | Aug 12, 2026 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.06% | — | -8,227 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,630 | -100.0% | Q2 2026 | Jul 22, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,434 | -100.0% | Q2 2026 | Aug 10, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,172 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -4,009 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Arizona PSPRS Trust | History | Closed out | 0 | 0 | — | 0.01% | — | -4,000 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Gallo Partners, LP | History | Closed out | 0 | 0 | — | 0.58% | — | -4,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,833 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -3,755 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Capital Wealth Advisors | History | Closed out | 0 | 0 | — | 0.23% | — | -3,320 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,693 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,644 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hartree Partners, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -2,500 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,337 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -800 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.03% | — | -799 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -610 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Longview Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -441 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -419 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -388 | -100.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -323 | -96.71% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Aventus Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Go Invest LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Jul 01, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q2 2026 | Jul 16, 2026 |
| West Financial Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 08, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Bangor Savings Bank | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 06, 2026 |
| Signature Resources Capital Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 13, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Eukles Asset Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kozak & Associates, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CVA Family Office, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |