Simplify Exchange Traded Funds - CTA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,467,832 | 135,017 | 0.01% | 0.0% | 1 | +3,445,308 | 336.94% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,105,728 | 59,802 | 0.12% | 0.11% | 2 | -787,059 | -27.21% | Q1 2026 | Apr 08, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 1,738,929 | 52,550 | 16.91% | 16.86% | 3 | +10,425 | 0.6% | Q1 2026 | May 19, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,464,649 | 44,261 | 0.48% | — | 4 | +1,464,649 | New | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 1,346,200 | 40,682 | 0.02% | 0.0% | 5 | +1,273,700 | 1756.83% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,274,741 | 38,522 | 0.01% | 0.0% | 6 | +771,642 | 153.38% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 1,053,741 | 31,844 | 0.01% | 0.01% | 7 | -18,602 | -1.73% | Q1 2026 | May 06, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 951,474 | 28,753 | 15.33% | 13.65% | 8 | +61,423 | 6.9% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 938,908 | 28,373 | 0.15% | 0.15% | 9 | -38,626 | -3.95% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 809,774 | 24,471 | 0.0% | 0.0% | 10 | +806,033 | 21545.92% | Q1 2026 | May 05, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 794,860 | 24,020 | 2.68% | 2.56% | 11 | -17,108 | -2.11% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 683,575 | 20,657 | 0.02% | 0.02% | 12 | +154,900 | 29.3% | Q1 2026 | May 05, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 630,394 | 19,050 | 3.14% | 3.12% | 13 | -34,063 | -5.13% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 526,114 | 15,899 | 0.03% | 0.03% | 14 | -37,829 | -6.71% | Q1 2026 | May 06, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 523,677 | 15,825 | 2.19% | 1.06% | 15 | +237,614 | 83.06% | Q1 2026 | Apr 22, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 512,665 | 15,492 | 9.01% | 8.6% | 16 | +50,776 | 10.99% | Q1 2026 | Apr 21, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 501,007 | 15,140 | 1.04% | — | 17 | +501,007 | New | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 488,589 | 14,765 | 0.07% | 0.07% | 18 | +15,764 | 3.33% | Q1 2026 | May 15, 2026 |
| Fielder Capital Group LLC | History | Added to | 468,124 | 14,146 | 3.08% | 2.42% | 19 | +50,390 | 12.06% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 435,211 | 13,152 | 0.04% | 0.01% | 20 | +318,778 | 273.79% | Q1 2026 | May 04, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 430,361 | 13,005 | 5.76% | 7.14% | 21 | -152,820 | -26.2% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 423,820 | 12,807 | 0.11% | 0.1% | 22 | -99,565 | -19.02% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 404,628 | 12,227 | 0.1% | 0.1% | 23 | -25,584 | -5.95% | Q1 2026 | May 07, 2026 |
| Ferguson Shapiro LLC | History | Added to | 402,709 | 12,169 | 3.71% | 3.23% | 24 | +17,338 | 4.5% | Q1 2026 | Apr 23, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 399,338 | 12,073 | 4.86% | 2.19% | 25 | +204,796 | 105.27% | Q1 2026 | Apr 07, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 394,427 | 11,916 | 6.18% | 6.02% | 26 | +17,398 | 4.61% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 381,957 | 11,542 | 0.02% | 0.01% | 27 | +11,145 | 3.01% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 373,265 | 11,280 | 0.0% | 0.0% | 28 | +37,830 | 11.28% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 371,633 | 11,230 | 0.34% | 0.3% | 29 | +432 | 0.12% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 353,131 | 10,672 | 0.03% | 0.02% | 30 | +38,432 | 12.21% | Q1 2026 | Apr 30, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 349,018 | 10,547 | 0.59% | 0.27% | 31 | +162,053 | 86.68% | Q1 2026 | May 08, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 338,200 | 10,220 | 3.59% | 1.89% | 32 | +141,052 | 71.55% | Q1 2026 | May 05, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 334,840 | 10,118 | 2.55% | 2.11% | 33 | +2,719 | 0.82% | Q1 2026 | Apr 30, 2026 |
| COWA, LLC | History | Added to | 301,281 | 9,104 | 2.46% | 2.28% | 34 | +26,267 | 9.55% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 286,181 | 8,648 | 0.0% | 0.0% | 35 | +285,337 | 33807.7% | Q1 2026 | May 11, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 261,936 | 7,915 | 4.22% | 3.83% | 36 | +5,169 | 2.01% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 227,320 | 6,869 | 0.08% | 0.05% | 37 | +51,355 | 29.18% | Q1 2026 | May 05, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 215,825 | 6,522 | 0.75% | 0.94% | 38 | -81,056 | -27.3% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 208,551 | 6,302 | 0.02% | 0.02% | 39 | +70,465 | 51.03% | Q1 2026 | Apr 30, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 206,383 | 6,236 | 3.81% | 3.53% | 40 | +15,593 | 8.17% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 202,286 | 6,113 | 0.22% | 0.2% | 41 | +1,486 | 0.74% | Q1 2026 | Apr 28, 2026 |
| CSS LLC/IL | History | Added to | 193,879 | 5,859 | 0.28% | 0.23% | 42 | +364 | 0.19% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 190,670 | 5,762 | 0.01% | 0.01% | 43 | -46,399 | -19.57% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 188,559 | 5,698 | 0.0% | 0.0% | 44 | -99,708 | -34.59% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 187,250 | 5,658 | 0.01% | 0.22% | 45 | -2,752,544 | -93.63% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 182,837 | 5,525 | 0.03% | 0.03% | 46 | -525 | -0.29% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 182,327 | 5,509 | 3.64% | 4.31% | 47 | +22,601 | 14.15% | Q1 2026 | May 07, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 173,373 | 5,239 | 0.03% | 0.06% | 48 | -163,728 | -48.57% | Q1 2026 | May 15, 2026 |
| Brookwood Investment Group LLC | History | Added to | 172,807 | 5,222 | 0.64% | 0.06% | 49 | +152,935 | 769.6% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 165,102 | 4,989 | 0.0% | 0.0% | 50 | +35,092 | 26.99% | Q1 2026 | May 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 160,310 | 4,927 | 0.15% | 0.11% | 51 | -16,257 | -9.21% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 160,820 | 4,859 | 0.11% | 0.07% | 52 | +59,274 | 58.37% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 152,605 | 4,611 | 0.25% | — | 53 | +152,605 | New | Q1 2026 | Apr 30, 2026 |
| Simplify Asset Management Inc. | History | New | 151,381 | 4,574 | 0.07% | — | 54 | +151,381 | New | Q1 2026 | Apr 27, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 139,571 | 4,217 | 1.73% | 1.37% | 55 | +12,026 | 9.43% | Q1 2026 | Apr 23, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 138,001 | 4,170 | 7.03% | 6.49% | 56 | +7,182 | 5.49% | Q1 2026 | Apr 16, 2026 |
| Fiduciary Alliance LLC | History | Added to | 142,201 | 4,166 | 0.25% | 0.1% | 57 | +85,105 | 149.06% | Q1 2026 | Apr 20, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 132,990 | 4,018 | 2.37% | 1.98% | 58 | +13,913 | 11.68% | Q1 2026 | Apr 16, 2026 |
| Waterloo Capital, L.P. | History | New | 129,051 | 3,899 | 0.27% | — | 59 | +129,051 | New | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 128,738 | 3,890 | 0.3% | 0.28% | 60 | +4,710 | 3.8% | Q1 2026 | Apr 22, 2026 |
| Cumberland Partners Ltd | History | Added to | 125,469 | 3,791 | 0.29% | 0.18% | 61 | +15,147 | 13.73% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 125,127 | 3,781 | 0.02% | 0.02% | 62 | -2,325 | -1.82% | Q1 2026 | Apr 24, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 118,288 | 3,574 | 0.98% | 0.81% | 63 | +3,379 | 2.94% | Q1 2026 | Apr 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 117,962 | 3,564 | 0.11% | 0.1% | 64 | +7,357 | 6.65% | Q1 2026 | Apr 08, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 116,557 | 3,522 | 8.23% | — | 65 | +116,557 | New | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 114,544 | 3,461 | 0.13% | 0.14% | 66 | +3,567 | 3.21% | Q1 2026 | May 19, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 109,558 | 3,310 | 1.01% | 0.9% | 67 | +4,130 | 3.92% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 107,759 | 3,256 | 0.02% | 0.01% | 68 | +11,821 | 12.32% | Q1 2026 | May 05, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 104,137 | 3,147 | 2.15% | 1.44% | 69 | +29,435 | 39.4% | Q1 2026 | May 08, 2026 |
| FSA Advisors, Inc. | History | Reduced | 99,716 | 3,013 | 1.99% | 1.94% | 70 | -2,841 | -2.77% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 98,295 | 2,970 | 0.05% | 0.02% | 71 | +52,791 | 116.01% | Q1 2026 | Apr 22, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 96,714 | 2,922 | 0.16% | 0.11% | 72 | +30,658 | 46.41% | Q1 2026 | May 14, 2026 |
| Encompass More Asset Management | History | Added to | 96,301 | 2,910 | 0.49% | 0.29% | 73 | +38,502 | 66.61% | Q1 2026 | Apr 28, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 94,831 | 2,865 | 0.11% | 0.14% | 74 | -30,271 | -24.2% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 93,430 | 2,823 | 0.01% | 0.02% | 75 | -10,977 | -10.51% | Q1 2026 | May 08, 2026 |
| Almanack Investment Partners, LLC. | History | New | 86,638 | 2,618 | 0.44% | — | 76 | +86,638 | New | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 82,411 | 2,490 | 0.0% | 0.0% | 77 | -3,472 | -4.04% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 91,075 | 2,482 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 81,818 | 2,472 | 0.05% | 0.05% | 79 | -14,628 | -15.17% | Q1 2026 | Apr 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 79,657 | 2,407 | 0.63% | 0.58% | 80 | +3,681 | 4.84% | Q1 2026 | May 11, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 79,524 | 2,403 | 0.42% | 0.54% | 81 | -48,771 | -38.01% | Q1 2026 | May 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 79,413 | 2,399 | 0.25% | 0.17% | 82 | +12,983 | 19.54% | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 76,725 | 2,349 | 0.03% | 0.01% | 83 | +38,583 | 101.16% | Q1 2026 | Apr 30, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 76,437 | 2,309 | 0.47% | 0.23% | 84 | +34,934 | 84.17% | Q1 2026 | Apr 13, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 76,423 | 2,309 | 1.1% | 1.46% | 85 | -32,060 | -29.55% | Q1 2026 | May 01, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 75,371 | 2,277 | 1.54% | 1.53% | 86 | -9,592 | -11.29% | Q1 2026 | May 07, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 73,966 | 2,235 | 1.03% | 0.55% | 87 | +29,452 | 66.16% | Q1 2026 | Apr 22, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 73,361 | 2,216 | 1.37% | — | 88 | +73,361 | New | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 67,126 | 2,028 | 0.0% | 0.01% | 89 | -92,000 | -57.82% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 68,491 | 2,018 | 0.02% | 0.02% | 90 | +11,034 | 19.2% | Q1 2026 | Apr 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 66,015 | 1,994 | 0.01% | — | 92 | +66,015 | New | Q1 2026 | Apr 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 66,000 | 1,994 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Latitude Advisors, LLC | History | Added to | 65,785 | 1,988 | 0.91% | 0.57% | 93 | +18,584 | 39.37% | Q1 2026 | Apr 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 70,899 | 1,932 | 1.21% | 1.21% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 62,149 | 1,924 | 0.44% | 0.38% | 95 | -31,381 | -33.55% | Q1 2026 | Apr 14, 2026 |
| Proficio Capital Partners LLC | History | Added to | 63,301 | 1,917 | 0.1% | 0.12% | 96 | +985 | 1.58% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 62,287 | 1,882 | 0.23% | 0.19% | 97 | +7,040 | 12.74% | Q1 2026 | Apr 08, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 60,559 | 1,830 | 1.01% | 0.85% | 98 | +4,761 | 8.53% | Q1 2026 | Apr 27, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 60,222 | 1,819 | 1.1% | 1.05% | 99 | -6,555 | -9.82% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 59,657 | 1,802 | 0.0% | 0.0% | 100 | +10,213 | 20.66% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 59,512 | 1,798 | 0.56% | 0.54% | 101 | -4,085 | -6.42% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 59,311 | 1,792 | 0.02% | — | 102 | +59,311 | New | Q1 2026 | May 11, 2026 |
| FMA Wealth Management, LLC | History | Added to | 57,256 | 1,730 | 1.15% | 1.0% | 103 | +622 | 1.1% | Q1 2026 | Apr 14, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 55,487 | 1,676 | 1.05% | 0.8% | 104 | +7,071 | 14.6% | Q1 2026 | Apr 23, 2026 |
| RFG Advisory, LLC | History | Added to | 54,951 | 1,660 | 0.03% | 0.03% | 105 | +3,611 | 7.03% | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 54,717 | 1,653 | 0.33% | 0.29% | 106 | +8,854 | 19.31% | Q1 2026 | Apr 28, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 53,400 | 1,613 | 0.8% | 0.83% | 107 | -7,340 | -12.08% | Q1 2026 | Apr 27, 2026 |
| Delta Investment Management, LLC | History | Added to | 51,161 | 1,546 | 0.28% | 0.23% | 108 | +2,780 | 5.75% | Q1 2026 | May 12, 2026 |
| Arrowroot Family Office, LLC | History | New | 48,995 | 1,480 | 0.49% | — | 109 | +48,995 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 46,196 | 1,396 | 0.01% | 0.01% | 110 | +14,773 | 47.01% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 44,796 | 1,353 | 0.02% | 0.02% | 111 | -10,174 | -18.51% | Q1 2026 | May 13, 2026 |
| Andina Capital Management, LLC | History | Reduced | 44,415 | 1,342 | 1.19% | 0.96% | 112 | -13,769 | -23.66% | Q1 2026 | Apr 17, 2026 |
| Fermata Advisors, LLC | History | Added to | 44,253 | 1,337 | 0.3% | 0.27% | 113 | +2,991 | 7.25% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 43,938 | 1,327 | 0.0% | — | 114 | +43,938 | New | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 43,668 | 1,319 | 0.88% | 0.65% | 115 | +9,342 | 27.22% | Q1 2026 | Apr 21, 2026 |
| Roan Capital Partners | History | New | 42,653 | 1,288 | 1.19% | — | 116 | +42,653 | New | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 42,262 | 1,276 | 0.02% | 0.02% | 117 | +9,463 | 28.85% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | Added to | 41,361 | 1,249 | 0.06% | 0.04% | 118 | +6,945 | 20.18% | Q1 2026 | Apr 27, 2026 |
| Networth Advisors, LLC | History | Added to | 40,532 | 1,224 | 0.87% | 0.7% | 119 | +5,857 | 16.89% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 39,698 | 1,200 | 0.0% | 0.0% | 120 | +18,976 | 91.57% | Q1 2026 | May 14, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 38,702 | 1,169 | 0.66% | 0.71% | 121 | -7,914 | -16.98% | Q1 2026 | Apr 24, 2026 |
| Aries Wealth Management | History | Reduced | 38,506 | 1,163 | 0.26% | 0.24% | 122 | -1,800 | -4.47% | Q1 2026 | May 14, 2026 |
| Legacy Capital Group California, Inc. | History | New | 35,840 | 1,083 | 0.41% | — | 123 | +35,840 | New | Q1 2026 | May 04, 2026 |
| Global View Capital Management LLC | History | Added to | 35,594 | 1,075 | 0.29% | 0.15% | 124 | +7,022 | 24.58% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | New | 32,790 | 990 | 0.01% | — | 125 | +32,790 | New | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 32,403 | 979 | 0.01% | — | 126 | +32,403 | New | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 31,877 | 963 | 0.24% | 0.21% | 127 | +802 | 2.58% | Q1 2026 | Apr 03, 2026 |
| NWAM LLC | History | Added to | 30,915 | 934 | 0.05% | 0.05% | 128 | +18 | 0.06% | Q1 2026 | May 04, 2026 |
| ENTREWEALTH, LLC | History | Added to | 29,415 | 888 | 0.4% | 0.33% | 129 | +3,674 | 14.27% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,601 | 834 | 0.0% | 0.0% | 130 | -1,983 | -6.7% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 27,089 | 818 | 0.02% | 0.01% | 131 | +11,814 | 77.34% | Q1 2026 | May 12, 2026 |
| Financial Enhancement Group LLC | History | New | 27,648 | 784 | 0.1% | — | 132 | +27,648 | New | Q1 2026 | Apr 20, 2026 |
| Worth Asset Management, LLC | History | New | 25,367 | 766 | 0.29% | — | 133 | +25,367 | New | Q1 2026 | Apr 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | New | 24,179 | 730 | 0.06% | — | 134 | +24,179 | New | Q1 2026 | May 01, 2026 |
| Ignite Planners, LLC | History | Reduced | 23,943 | 723 | 0.11% | 0.11% | 135 | -2,532 | -9.56% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,771 | 718 | 0.02% | 0.01% | 136 | +3,127 | 15.15% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,165 | 713 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 23,230 | 702 | 0.06% | 0.06% | 138 | -13,857 | -37.36% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 22,770 | 686 | 0.0% | 0.0% | 139 | -1,904 | -7.72% | Q1 2026 | May 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 21,154 | 639 | 0.12% | 0.12% | 140 | -2,667 | -11.2% | Q1 2026 | Apr 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 21,117 | 638 | 0.02% | — | 141 | +21,117 | New | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Added to | 20,799 | 628 | 0.05% | 0.04% | 142 | +3,218 | 18.3% | Q1 2026 | May 08, 2026 |
| GWN SECURITIES INC. | History | Added to | 20,583 | 622 | 0.12% | 0.05% | 143 | +12,119 | 143.18% | Q1 2026 | May 14, 2026 |
| City Center Advisors, LLC | History | Reduced | 20,552 | 621 | 0.57% | 0.53% | 144 | -540 | -2.56% | Q1 2026 | Apr 07, 2026 |
| Signet Private Wealth LLC | History | Added to | 20,337 | 614 | 0.59% | 0.43% | 145 | +3,820 | 23.13% | Q1 2026 | Apr 29, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 19,685 | 594 | 0.07% | 0.12% | 146 | -18,611 | -48.6% | Q1 2026 | Apr 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 19,417 | 586 | 0.01% | 0.01% | 147 | +121 | 0.63% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 18,965 | 573 | 0.01% | — | 148 | +18,965 | New | Q1 2026 | May 12, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 18,243 | 551 | 0.22% | 0.16% | 149 | +2,539 | 16.17% | Q1 2026 | Apr 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 17,719 | 535 | 0.02% | 0.02% | 150 | +4,302 | 32.06% | Q1 2026 | May 12, 2026 |
| Luminist Capital LLC | History | Reduced | 17,535 | 529 | 0.7% | 0.6% | 151 | -273 | -1.53% | Q1 2026 | Apr 24, 2026 |
| Tidal Investments LLC | History | New | 17,397 | 525 | 0.0% | — | 152 | +17,397 | New | Q1 2026 | May 15, 2026 |
| Great Diamond Partners, LLC | History | Added to | 17,310 | 523 | 0.1% | 0.07% | 153 | +3,441 | 24.81% | Q1 2026 | May 12, 2026 |
| Able Wealth Management LLC | History | Reduced | 16,901 | 510 | 0.14% | 0.16% | 154 | -1,227 | -6.77% | Q1 2026 | Apr 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 16,831 | 508 | 0.01% | 0.01% | 155 | -256 | -1.5% | Q1 2026 | Apr 29, 2026 |
| ORG Partners LLC | History | No change | 18,443 | 502 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Navis Wealth Advisors, LLC | History | New | 16,447 | 497 | 0.25% | — | 157 | +16,447 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 16,436 | 496 | 0.01% | 0.02% | 158 | -31,651 | -65.82% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 16,272 | 492 | 0.0% | 0.01% | 159 | -8,505 | -34.33% | Q1 2026 | Apr 07, 2026 |
| Savvy Advisors, Inc. | History | New | 16,190 | 489 | 0.01% | — | 160 | +16,190 | New | Q1 2026 | May 11, 2026 |
| Axim Planning & Wealth | History | Added to | 15,981 | 482 | 0.58% | 0.36% | 161 | +3,330 | 26.32% | Q1 2026 | May 14, 2026 |
| CAP Partners, LLC | History | Added to | 15,642 | 472 | 0.27% | 0.23% | 162 | +782 | 5.26% | Q1 2026 | Apr 28, 2026 |
| Claro Advisors Inc. | History | New | 14,824 | 447 | 0.05% | — | 163 | +14,824 | New | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 13,998 | 423 | 0.04% | 0.04% | 164 | +1,595 | 12.86% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,828 | 418 | 0.01% | 0.03% | 165 | -27,309 | -66.39% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 13,628 | 411 | 0.01% | 0.01% | 166 | -700 | -4.89% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,283 | 401 | 0.0% | 0.0% | 167 | +1,045 | 8.54% | Q1 2026 | May 07, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 12,613 | 381 | 0.03% | 0.03% | 168 | -1,621 | -11.39% | Q1 2026 | May 05, 2026 |
| Marex Group plc | History | New | 12,500 | 377 | 0.0% | — | 169 | +12,500 | New | Q1 2026 | May 13, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 12,464 | 376 | 0.17% | 0.19% | 170 | -1,226 | -8.96% | Q1 2026 | Apr 20, 2026 |
| Strive Financial Group ,LLC | History | Added to | 12,199 | 369 | 0.2% | 0.11% | 171 | +4,808 | 65.05% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,155 | 367 | 0.0% | 0.0% | 172 | -9,362 | -43.51% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 12,079 | 365 | 0.0% | 0.0% | 173 | +1,978 | 19.58% | Q1 2026 | May 12, 2026 |
| Solstein Capital, LLC | History | Reduced | 11,836 | 357 | 0.15% | 0.14% | 174 | -680 | -5.43% | Q1 2026 | May 14, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 11,432 | 345 | 0.04% | 0.04% | 175 | -621 | -5.15% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 11,432 | 345 | 0.05% | 0.05% | 176 | -621 | -5.15% | Q1 2026 | May 11, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 11,187 | 338 | 0.44% | — | 177 | +11,187 | New | Q1 2026 | Apr 22, 2026 |
| Advisor Resource Council | History | Added to | 10,958 | 331 | 0.11% | 0.09% | 178 | +1,904 | 21.03% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,808 | 326 | 0.0% | 0.0% | 179 | +2,814 | 35.2% | Q1 2026 | May 15, 2026 |
| Firestone Capital Management | History | Added to | 10,820 | 326 | 0.07% | 0.05% | 180 | +2,470 | 29.58% | Q1 2026 | May 08, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 10,766 | 325 | 0.22% | 0.2% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 10,397 | 314 | 0.04% | 0.52% | 183 | -154,348 | -93.69% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,402 | 314 | 0.0% | 0.0% | 182 | -596 | -5.42% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 10,225 | 309 | 0.01% | — | 184 | +10,225 | New | Q1 2026 | May 13, 2026 |
| Orcam Financial Group | History | No change | 10,140 | 306 | 0.22% | 0.21% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legacy Private Trust Co. | History | New | 10,000 | 302 | 0.02% | — | 186 | +10,000 | New | Q1 2026 | Apr 07, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 9,866 | 298 | 0.11% | 0.15% | 188 | -803 | -7.53% | Q1 2026 | May 12, 2026 |
| KWB Wealth | History | Reduced | 10,951 | 298 | 0.03% | 0.03% | 187 | -128 | -1.16% | Q1 2026 | Apr 08, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 9,558 | 288 | 0.36% | 3.34% | 189 | -229,067 | -95.99% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Added to | 9,201 | 278 | 0.01% | 0.01% | 190 | +1,358 | 17.31% | Q1 2026 | May 14, 2026 |
| NDVR, Inc. | History | No change | 9,712 | 264 | 0.22% | 0.22% | 191 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,717 | 263 | 0.01% | 0.0% | 192 | +158 | 1.85% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 8,473 | 256 | 0.02% | 0.01% | 193 | -108 | -1.26% | Q1 2026 | Apr 28, 2026 |
| Advisors Preferred, LLC | History | New | 8,058 | 243 | 0.04% | — | 195 | +8,058 | New | Q1 2026 | May 05, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 8,930 | 243 | 0.08% | 0.08% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Innovative Wealth Building LLC | History | New | 7,807 | 235 | 0.17% | — | 196 | +7,807 | New | Q1 2026 | May 01, 2026 |
| LifeWealth Investments, LLC | History | New | 7,679 | 232 | 0.07% | — | 197 | +7,679 | New | Q1 2026 | Apr 20, 2026 |
| Inspire Advisors, LLC | History | New | 7,522 | 227 | 0.02% | — | 198 | +7,522 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 7,249 | 219 | 0.02% | — | 199 | +7,249 | New | Q1 2026 | Apr 28, 2026 |
| Trajan Wealth LLC | History | New | 7,079 | 213 | 0.01% | — | 200 | +7,079 | New | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | New | 6,976 | 210 | 0.01% | — | 201 | +6,976 | New | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Reduced | 6,872 | 207 | 0.01% | 0.01% | 202 | -2,074 | -23.18% | Q1 2026 | May 05, 2026 |
| Allie Family Office LLC | History | New | 6,718 | 203 | 0.09% | — | 203 | +6,718 | New | Q1 2026 | May 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 5,959 | 180 | 0.01% | 0.01% | 204 | +172 | 2.97% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,281 | 159 | 0.0% | 0.01% | 205 | -4,564 | -46.36% | Q1 2026 | Apr 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,200 | 157 | 0.01% | 0.01% | 206 | +153 | 3.03% | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 4,666 | 141 | 0.07% | — | 207 | +4,666 | New | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,552 | 139 | 0.0% | 0.0% | 208 | +4,324 | 1896.49% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | New | 3,308 | 99 | 0.0% | — | 210 | +3,308 | New | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 3,276 | 99 | 0.1% | 0.16% | 209 | -2,591 | -44.16% | Q1 2026 | May 13, 2026 |
| Raleigh Capital Management Inc. | History | New | 3,185 | 96 | 0.03% | — | 211 | +3,185 | New | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,732 | 52 | 0.0% | 0.0% | 212 | -557 | -24.33% | Q1 2026 | Apr 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,700 | 51 | 0.0% | — | 213 | +1,700 | New | Q1 2026 | May 14, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 1,687 | 50 | 0.04% | 0.03% | 215 | +105 | 6.64% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,862 | 50 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,473 | 44 | 0.0% | 0.0% | 216 | +4 | 0.27% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,431 | 43 | 0.0% | — | 217 | +1,431 | New | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | New | 1,388 | 41 | 0.0% | — | 218 | +1,388 | New | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 1,431 | 39 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WFA of San Diego, LLC | History | Reduced | 1,209 | 36 | 0.03% | 0.02% | 220 | -60 | -4.73% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 979 | 29 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 976 | 29 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 939 | 28 | 0.01% | — | 223 | +939 | New | Q1 2026 | Apr 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 887 | 26 | 0.01% | 0.0% | 225 | +767 | 639.17% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 972 | 26 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | No change | 845 | 25 | 0.01% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 670 | 20 | 0.0% | 0.0% | 227 | +78 | 13.18% | Q1 2026 | May 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 521 | 15 | 0.01% | — | 228 | +521 | New | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 415 | 12 | 0.0% | 0.0% | 229 | -1,335 | -76.29% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 415 | 12 | 0.0% | 0.0% | 230 | +3 | 0.73% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 387 | 11 | 0.0% | — | 231 | +387 | New | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 236 | 7 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 229 | 6 | 0.0% | 0.21% | 234 | -19,532 | -98.84% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 200 | 6 | 0.0% | 0.0% | 233 | -270 | -57.45% | Q1 2026 | May 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 229 | 6 | 0.0% | — | 235 | +229 | New | Q1 2026 | May 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 134 | 4 | 0.0% | — | 236 | +134 | New | Q1 2026 | Apr 17, 2026 |
| Vision Retirement, LLC | History | New | 115 | 3 | 0.0% | — | 238 | +115 | New | Q1 2026 | May 07, 2026 |
| NVWM, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 96 | 2 | 0.0% | 0.0% | 239 | -387 | -80.12% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 43 | 1 | 0.0% | 0.0% | 240 | -1,802 | -97.67% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 36 | 1 | 0.0% | 0.0% | 241 | +1 | 2.86% | Q1 2026 | May 06, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -145,694 | -100.0% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,440 | -100.0% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -62,593 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -43,520 | -100.0% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -39,821 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -36,932 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Revisor Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -33,666 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,381 | -100.0% | Q1 2026 | May 15, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -14,471 | -100.0% | Q1 2026 | May 06, 2026 |
| Guilbault Capital LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -10,365 | -100.0% | Q1 2026 | May 14, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -4,141 | -100.0% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -1,205 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -704 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Advisor Network LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 13, 2026 |
| Park Square Financial Group, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |