Invesco DB Commodity Index Tracking Fund - DBC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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 Reduced 3,903,829 113,015 0.01% 0.01% 1 -218,243 -5.29% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,416,374 98,904 0.02% 0.01% 2 -91,107 -2.6% Q1 2026 May 11, 2026
MORGAN STANLEY History Added to 1,582,180 45,804 0.0% 0.0% 3 +298,465 23.25% Q1 2026 May 15, 2026
HighVista Strategies LLC History No change 1,057,238 30,607 8.45% 6.09% 4 0 0.0% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 803,698 23,267 0.01% 0.01% 5 -194,619 -19.49% Q1 2026 May 06, 2026
LPL Financial LLC History Added to 632,728 18,317 0.0% 0.0% 6 +52,851 9.11% Q1 2026 May 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 583,797 16,900 0.0% 0.0% 7 +508,897 679.44% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 562,589 16,286 0.0% 0.0% 8 +203,245 56.56% Q1 2026 May 12, 2026
Man Group plc History Added to 552,936 16,007 0.03% 0.02% 9 +114,667 26.16% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 541,104 15,664 0.0% 0.0% 10 +77,622 16.75% Q1 2026 May 04, 2026
GOLDMAN SACHS GROUP INC History Added to 534,718 15,480 0.0% 0.0% 11 +450,122 532.08% Q1 2026 May 15, 2026
Palumbo Wealth Management LLC History Reduced 485,513 14,055 3.43% 2.68% 12 -53 -0.01% Q1 2026 May 12, 2026
SONA ASSET MANAGEMENT (US) LLC History New 475,000 13,751 0.29% 13 +475,000 New Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 451,242 13,063 0.0% 0.0% 14 +364,666 421.21% Q1 2026 May 15, 2026
Avos Capital Management, LLC History Added to 445,222 12,889 5.09% 4.01% 15 +34,829 8.49% Q1 2026 May 15, 2026
Cordant, Inc. History Reduced 442,943 12,823 5.2% 4.15% 16 -44 -0.01% Q1 2026 Apr 13, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 439,100 12,711 0.01% 0.01% 17 0 0.0% Q1 2026 May 15, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 330,000 9,553 0.35% 0.32% 18 -100,000 -23.26% Q1 2026 May 06, 2026
AMERIPRISE FINANCIAL INC History Added to 285,241 8,259 0.0% 0.0% 19 +190,204 200.14% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 250,997 7,266 0.01% 0.01% 20 +3,223 1.3% Q1 2026 May 13, 2026
Corient Private Wealth LLC History Added to 236,182 6,837 0.01% 0.01% 21 +1,698 0.72% Q1 2026 May 15, 2026
Creative Planning History Added to 233,688 6,765 0.0% 0.0% 22 +9,423 4.2% Q1 2026 May 12, 2026
Fund Evaluation Group, LLC History No change 185,314 5,364 0.16% 0.14% 23 0 0.0% Q1 2026 May 08, 2026
Gladwyn Financial Advisors, Inc. History Reduced 165,763 4,798 3.34% 3.16% 24 -35,692 -17.72% Q1 2026 Apr 08, 2026
Marino Management, LLC History No change 155,962 4,563 0.83% 0.7% 25 0 0.0% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 146,926 4,253 0.0% 0.0% 26 +63,778 76.7% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 143,440 4,152 0.0% 0.0% 27 +4,991 3.6% Q1 2026 May 15, 2026
UBS Group AG History Reduced 140,062 4,054 0.0% 0.0% 28 -10,284 -6.84% Q1 2026 May 05, 2026
Lido Advisors, LLC History Reduced 137,753 3,988 0.01% 0.02% 29 -165,717 -54.61% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Reduced 135,833 3,974 0.0% 0.0% 30 -681,420 -83.38% Q1 2026 May 13, 2026
Laird Norton Wetherby Trust Company, LLC History No change 129,122 3,738 0.08% 0.06% 31 0 0.0% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History No change 122,209 3,537 0.0% 0.0% 32 0 0.0% Q1 2026 May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 108,223 3,133 0.01% 0.01% 33 -23,222 -17.67% Q1 2026 Apr 24, 2026
FLOW TRADERS U.S. LLC History Added to 106,533 3,084 0.1% 0.04% 34 +47,653 80.93% Q1 2026 May 15, 2026
CSS LLC/IL History Reduced 106,422 3,080 0.15% 0.14% 35 -34,000 -24.21% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 97,941 2,835 0.0% 0.0% 36 +26,646 37.37% Q1 2026 Apr 27, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 97,927 2,834 0.2% 0.22% 37 -39,498 -28.74% Q1 2026 May 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 93,676 2,711 0.0% 0.0% 38 -25,589 -21.46% Q1 2026 May 07, 2026
Global Endowment Management, LP History Added to 92,547 2,679 0.3% 0.25% 39 +4,685 5.33% Q1 2026 May 14, 2026
Redhawk Wealth Advisors, Inc. History Added to 85,468 2,474 0.27% 0.05% 40 +66,370 347.52% Q1 2026 Apr 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 80,801 2,339 0.0% 0.0% 41 +7,481 10.2% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 75,075 2,173 0.0% 0.0% 42 +12,917 20.78% Q1 2026 May 13, 2026
Hilltop Holdings Inc. History Reduced 74,471 2,155 0.19% 0.1% 43 -137 -0.18% Q1 2026 May 14, 2026
BKM Wealth Management, LLC History Reduced 69,715 2,018 0.74% 0.58% 44 -1,035 -1.46% Q1 2026 Apr 22, 2026
STIFEL FINANCIAL CORP History Added to 68,340 1,978 0.0% 0.0% 45 +3,791 5.87% Q1 2026 May 12, 2026
Pathstone Holdings, LLC History Added to 67,185 1,944 0.01% 0.0% 46 +18,322 37.5% Q1 2026 May 11, 2026
Quadrature Capital Ltd History New 65,863 1,906 0.02% 47 +65,863 New Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History New 65,304 1,890 0.02% 48 +65,304 New Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 59,780 1,730 0.0% 0.0% 49 -15,350 -20.43% Q1 2026 May 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 59,314 1,717 0.0% 0.0% 50 -1,199 -1.98% Q1 2026 Apr 30, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 58,894 1,704 0.02% 0.01% 51 +17,200 41.25% Q1 2026 Apr 28, 2026
Ashton Thomas Private Wealth, LLC History Added to 58,782 1,701 0.04% 0.03% 52 +10,109 20.77% Q1 2026 May 11, 2026
LOM Asset Management Ltd History No change 58,700 1,699 0.49% 0.38% 53 0 0.0% Q1 2026 May 05, 2026
World Investment Advisors History Added to 57,204 1,656 0.03% 0.02% 54 +1,159 2.07% Q1 2026 Apr 27, 2026
Point72 Asset Management, L.P. History New 54,825 1,587 0.0% 55 +54,825 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 53,537 1,550 0.0% 0.0% 56 -4,558 -7.85% Q1 2026 May 15, 2026
Militia Capital Management LLC History New 52,738 1,526 0.34% 57 +52,738 New Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 52,322 1,514 0.0% 0.0% 58 +40,537 343.97% Q1 2026 May 14, 2026
Arrow Investment Advisors, LLC History New 47,087 1,363 1.45% 59 +47,087 New Q1 2026 May 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 44,366 1,284 0.07% 0.05% 60 +2,205 5.23% Q1 2026 Apr 15, 2026
Orion Porfolio Solutions, LLC History Added to 43,670 1,264 0.01% 0.0% 61 +24,828 131.77% Q1 2026 May 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 41,977 1,215 0.16% 0.13% 62 -26 -0.06% Q1 2026 Apr 13, 2026
Mariner, LLC History Reduced 41,825 1,210 0.0% 0.0% 63 -1,330 -3.08% Q1 2026 May 13, 2026
Sigma Planning Corp History Reduced 41,335 1,196 0.03% 0.03% 64 -73 -0.18% Q1 2026 May 04, 2026
IPG Investment Advisors LLC History Added to 41,045 1,188 0.2% 0.13% 65 +8,644 26.68% Q1 2026 May 12, 2026
Atlas Legacy Advisors, LLC History Reduced 40,720 1,178 0.21% 0.17% 66 -1,528 -3.62% Q1 2026 May 11, 2026
Kestra Advisory Services, LLC History Added to 40,469 1,171 0.0% 0.0% 67 +4,020 11.03% Q1 2026 Apr 30, 2026
HighTower Advisors, LLC History Reduced 40,079 1,160 0.0% 0.0% 68 -21,546 -34.96% Q1 2026 May 05, 2026
TWO SIGMA SECURITIES, LLC History New 39,388 1,140 0.13% 69 +39,388 New Q1 2026 May 15, 2026
Mesirow Financial Investment Management, Inc. History Added to 39,214 1,135 0.02% 0.01% 70 +22,049 128.45% Q1 2026 Apr 21, 2026
FIFTH THIRD BANCORP History New 38,293 1,108 0.0% 71 +38,293 New Q1 2026 May 01, 2026
MML INVESTORS SERVICES, LLC History Reduced 38,174 1,105 0.0% 0.0% 72 -3,100 -7.51% Q1 2026 May 04, 2026
NewEdge Wealth, LLC History No change 37,790 1,094 0.01% 0.01% 73 0 0.0% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 36,852 1,066 0.0% 0.0% 74 +3,918 11.9% Q1 2026 May 14, 2026
J.Safra Asset Management Corp History Added to 35,840 1,037 0.06% 0.04% 75 +51 0.14% Q1 2026 May 04, 2026
&PARTNERS History Added to 35,678 1,032 0.01% 0.0% 76 +754 2.16% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 34,111 987 0.0% 0.0% 77 -80,905 -70.34% Q1 2026 May 05, 2026
TRUIST FINANCIAL CORP History Reduced 33,848 979 0.0% 0.0% 78 -13,960 -29.2% Q1 2026 Apr 27, 2026
Bleakley Financial Group, LLC History No change 33,553 971 0.02% 0.01% 79 0 0.0% Q1 2026 May 04, 2026
Kingsview Wealth Management, LLC History Added to 33,433 967 0.01% 0.01% 80 +9,391 39.06% Q1 2026 May 12, 2026
MATHER GROUP, LLC. History Reduced 33,379 966 0.01% 0.01% 81 -1,360 -3.91% Q1 2026 Apr 13, 2026
Arax Advisory Partners History Reduced 32,362 936 0.03% 0.02% 82 -609 -1.85% Q1 2026 May 13, 2026
Wealthcare Advisory Partners LLC History Reduced 32,072 928 0.02% 0.01% 83 -341 -1.05% Q1 2026 Apr 14, 2026
NWAM LLC History Reduced 31,231 904 0.05% 0.05% 84 -7,926 -20.24% Q1 2026 May 04, 2026
M&T BANK CORP History Reduced 31,206 903 0.0% 0.0% 85 -2,000 -6.02% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History No change 30,610 886 0.0% 0.0% 86 0 0.0% Q1 2026 May 14, 2026
National Philanthropic Trust History No change 28,912 837 0.01% 0.01% 87 0 0.0% Q1 2026 May 15, 2026
CHOREO, LLC History Reduced 28,053 812 0.01% 0.01% 88 -695 -2.42% Q1 2026 May 12, 2026
Main Street Financial Solutions, LLC History No change 34,200 764 0.06% 0.06% 89 0 0.0% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 25,088 726 0.0% 0.0% 90 +3,739 17.51% Q1 2026 Jun 02, 2026
FIRST HORIZON CORP History Added to 24,928 721 0.03% 0.01% 91 +16,810 207.07% Q1 2026 Apr 30, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Reduced 24,878 720 0.31% 0.26% 92 -1,428 -5.43% Q1 2026 Apr 15, 2026
My Portfolio Guide, LLC History New 24,194 700 0.39% 93 +24,194 New Q1 2026 May 05, 2026
Cresset Asset Management, LLC History No change 22,965 664 0.0% 0.0% 94 0 0.0% Q1 2026 May 15, 2026
Savant Capital, LLC History Reduced 21,594 625 0.0% 0.0% 95 -4,739 -18.0% Q1 2026 May 04, 2026
Prime Capital Investment Advisors, LLC History No change 21,480 621 0.01% 0.01% 96 0 0.0% Q1 2026 May 08, 2026
BLAIR WILLIAM & CO/IL History Added to 20,962 606 0.0% 0.0% 97 +125 0.6% Q1 2026 May 08, 2026
Cardinal Point Capital Management ULC History No change 20,450 592 0.04% 0.03% 98 0 0.0% Q1 2026 Apr 20, 2026
Sonoma Private Wealth LLC History Reduced 20,313 588 0.72% 0.57% 99 -673 -3.21% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 20,163 583 0.0% 0.0% 100 +79 0.39% Q1 2026 May 08, 2026
Maia Wealth LLC History Reduced 20,023 579 0.1% 0.09% 101 -1,446 -6.74% Q1 2026 May 08, 2026
Steward Partners Investment Advisory, LLC History Reduced 19,971 578 0.0% 0.0% 102 -2,478 -11.04% Q1 2026 May 08, 2026
HUNTINGTON NATIONAL BANK History Reduced 19,492 564 0.0% 0.0% 103 -4,805 -19.78% Q1 2026 May 15, 2026
Knollwood Investment Advisory, LLC History Added to 19,030 550 0.06% 0.04% 104 +126 0.67% Q1 2026 May 14, 2026
FIRST MANHATTAN CO. LLC. History No change 18,600 538 0.0% 0.0% 105 0 0.0% Q1 2026 May 15, 2026
Callan Family Office, LLC History No change 18,000 521 0.01% 0.01% 106 0 0.0% Q1 2026 May 13, 2026
Ballentine Partners, LLC History New 17,917 518 0.01% 107 +17,917 New Q1 2026 May 14, 2026
Perigon Wealth Management, LLC History New 17,554 508 0.01% 108 +17,554 New Q1 2026 Apr 10, 2026
NORTHLAND SECURITIES, INC. History Added to 17,096 494 0.47% 0.26% 109 +5,067 42.12% Q1 2026 May 04, 2026
J.W. COLE ADVISORS, INC. History No change 16,435 475 0.02% 0.01% 110 0 0.0% Q1 2026 Apr 23, 2026
Weaver Consulting Group History Reduced 16,151 467 0.11% 0.09% 111 -538 -3.22% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Reduced 16,020 463 0.0% 0.0% 112 -300 -1.84% Q1 2026 May 15, 2026
Focus Partners Wealth History Reduced 15,580 451 0.0% 0.0% 113 -585 -3.62% Q1 2026 May 14, 2026
Greykasell Wealth Strategies, Inc. History Added to 15,330 443 0.18% 0.13% 114 +891 6.17% Q1 2026 May 07, 2026
American State Bank (Iowa) History Reduced 15,280 442 0.21% 0.24% 115 -6,850 -30.95% Q1 2026 Apr 14, 2026
Quantum Portfolio Management LLC History New 15,051 435 0.19% 116 +15,051 New Q1 2026 May 01, 2026
Opus Financial Solutions LLC History Reduced 14,917 431 0.41% 0.33% 117 -787 -5.01% Q1 2026 May 08, 2026
PFG Investments, LLC History Reduced 14,818 428 0.02% 0.02% 118 -1,406 -8.67% Q1 2026 Apr 27, 2026
BARCLAYS PLC History Reduced 14,439 418 0.0% 0.0% 119 -4,048 -21.9% Q1 2026 May 14, 2026
Intellectus Partners, LLC History No change 14,450 418 0.09% 0.06% 120 0 0.0% Q1 2026 Apr 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 14,290 410 0.02% 0.02% 121 -80 -0.56% Q1 2026 Apr 17, 2026
Private Advisor Group, LLC History Reduced 14,141 409 0.0% 0.0% 122 -50 -0.35% Q1 2026 Apr 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 13,879 407 0.0% 0.0% 123 -811 -5.52% Q1 2026 Apr 08, 2026
COMERICA BANK History No change 17,660 394 0.0% 0.0% 124 0 0.0% Q4 2025 Jan 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Reduced 13,575 392 0.07% 0.06% 125 -2,327 -14.63% Q1 2026 Apr 21, 2026
Janney Montgomery Scott LLC History No change 13,376 387 0.0% 0.0% 126 0 0.0% Q1 2026 Apr 22, 2026
Bulltick Wealth Management, LLC History New 12,820 371 0.08% 128 +12,820 New Q1 2026 Apr 27, 2026
MGO ONE SEVEN LLC History Reduced 12,820 371 0.01% 0.01% 127 -272 -2.08% Q1 2026 May 14, 2026
Regal Investment Advisors LLC History Added to 12,592 364 0.02% 0.02% 130 +324 2.64% Q1 2026 May 14, 2026
FSM Wealth Advisors, LLC History Added to 12,584 364 0.05% 0.04% 131 +84 0.67% Q1 2026 Apr 27, 2026
CITIGROUP INC History No change 12,600 364 0.0% 0.0% 129 0 0.0% Q1 2026 May 11, 2026
Clientfirst Wealth Management, LLC History No change 12,520 362 0.31% 0.22% 132 0 0.0% Q1 2026 May 01, 2026
Equitable Holdings, Inc. History Added to 15,834 358 0.0% 0.0% 133 +2,545 19.15% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Reduced 12,347 357 0.0% 0.0% 134 -2,620 -17.51% Q1 2026 May 14, 2026
Index Technologies Group LLC History New 12,281 355 0.39% 135 +12,281 New Q1 2026 Apr 29, 2026
Innova Wealth Partners History Reduced 12,116 350 0.17% 0.14% 136 -25 -0.21% Q1 2026 Apr 24, 2026
Brookwood Investment Group LLC History New 11,825 342 0.04% 137 +11,825 New Q1 2026 May 04, 2026
AdvisorNet Financial, Inc History No change 11,732 339 0.02% 0.01% 138 0 0.0% Q1 2026 Apr 17, 2026
Insight Advisors, LLC/ PA History No change 11,319 327 0.06% 0.04% 139 0 0.0% Q1 2026 May 11, 2026
WPWealth LLP History No change 11,241 325 0.05% 0.04% 140 0 0.0% Q1 2026 May 11, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 10,822 313 0.16% 0.12% 141 0 0.0% Q1 2026 Apr 22, 2026
Ethos Financial Group, LLC History No change 13,562 303 0.02% 0.02% 142 0 0.0% Q1 2026 May 05, 2026
Atria Investments, Inc History Reduced 10,254 296 0.0% 0.02% 143 -62,948 -85.99% Q1 2026 May 05, 2026
Maltin Wealth Management, Inc. History Reduced 10,122 293 0.11% 0.11% 145 -2,029 -16.7% Q1 2026 Apr 21, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 10,150 293 0.04% 0.03% 144 0 0.0% Q1 2026 May 11, 2026
Independent Advisor Alliance History Reduced 10,043 290 0.0% 0.01% 146 -711 -6.61% Q1 2026 May 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 9,800 283 0.0% 147 +9,800 New Q1 2026 Apr 20, 2026
CHAPIN DAVIS, INC. History New 9,741 282 0.06% 148 +9,741 New Q1 2026 Apr 21, 2026
Militia Capital Partners, LP History No change 12,500 279 0.11% 0.11% 149 0 0.0% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History No change 9,535 276 0.01% 0.0% 150 0 0.0% Q1 2026 May 15, 2026
STEPHENS INC /AR/ History New 9,475 274 0.0% 151 +9,475 New Q1 2026 Apr 28, 2026
Archvest Wealth Advisors, Inc. History New 9,400 272 0.18% 152 +9,400 New Q1 2026 May 13, 2026
Synergy Asset Management, LLC History New 9,204 266 0.03% 153 +9,204 New Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History New 8,985 260 0.0% 154 +8,985 New Q1 2026 May 14, 2026
StoneX Group Inc. History New 8,813 256 0.01% 155 +8,813 New Q1 2026 May 14, 2026
Avondale Wealth Management History New 8,830 255 0.13% 156 +8,830 New Q1 2026 Apr 14, 2026
XTX Topco Ltd History New 8,435 244 0.0% 157 +8,435 New Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 8,339 241 0.01% 0.01% 158 -4,813 -36.6% Q1 2026 Apr 28, 2026
Versant Capital Management, Inc History New 8,067 233 0.02% 159 +8,067 New Q1 2026 Apr 06, 2026
Cerity Partners LLC History New 7,941 229 0.0% 161 +7,941 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 7,928 229 0.0% 0.0% 160 +6,992 747.01% Q1 2026 May 12, 2026
Narus Financial Partners, LLC History New 7,500 217 0.06% 162 +7,500 New Q1 2026 Apr 21, 2026
HRT FINANCIAL LP History Reduced 7,474 216 0.0% 0.0% 163 -37,143 -83.25% Q1 2026 May 14, 2026
IFP Advisors, Inc History Reduced 7,378 213 0.0% 0.0% 164 -1,170 -13.69% Q1 2026 Apr 13, 2026
PARK AVENUE SECURITIES LLC History New 7,193 208 0.0% 165 +7,193 New Q1 2026 Apr 07, 2026
Parallel Advisors, LLC History No change 7,124 206 0.0% 0.0% 166 0 0.0% Q1 2026 Jun 02, 2026
Sound Income Strategies, LLC History Added to 6,277 180 0.01% 0.01% 167 +750 13.57% Q1 2026 Apr 27, 2026
Blue Trust, Inc. History No change 4,910 142 0.0% 0.0% 168 0 0.0% Q1 2026 Apr 20, 2026
HARBOUR INVESTMENTS, INC. History Reduced 4,832 139 0.0% 0.0% 169 -3,150 -39.46% Q1 2026 May 15, 2026
Covestor Ltd History Added to 4,536 131 0.09% 0.03% 170 +1,905 72.41% Q1 2026 May 05, 2026
Farther Finance Advisors, LLC History Added to 4,410 126 0.0% 0.0% 171 +3,101 236.9% Q1 2026 Apr 07, 2026
GROUP ONE TRADING LLC History Added to 4,304 124 0.0% 0.0% 172 +3,165 277.88% Q1 2026 May 13, 2026
Solstein Capital, LLC History No change 4,040 116 0.05% 0.04% 173 0 0.0% Q1 2026 May 14, 2026
SageView Advisory Group, LLC History No change 5,013 112 0.0% 0.0% 174 0 0.0% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 3,844 111 0.0% 0.0% 175 +982 34.31% Q1 2026 May 14, 2026
Private Wealth Asset Management, LLC History No change 3,690 106 0.01% 0.01% 176 0 0.0% Q1 2026 May 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 3,550 102 0.01% 0.01% 177 0 0.0% Q1 2026 May 11, 2026
Asset Dedication, LLC History No change 3,467 100 0.01% 0.01% 178 0 0.0% Q1 2026 May 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 3,395 97 0.01% 0.0% 179 +1,270 59.76% Q1 2026 May 01, 2026
Granite FO LLC History No change 3,053 88 0.05% 0.04% 180 0 0.0% Q1 2026 May 12, 2026
SUMMER ROAD LLC History New 2,720 78 0.05% 181 +2,720 New Q1 2026 Apr 23, 2026
Caitlin John, LLC History No change 2,599 75 0.04% 0.04% 182 0 0.0% Q1 2026 May 13, 2026
MAI Capital Management History No change 2,584 74 0.0% 0.0% 183 0 0.0% Q1 2026 May 15, 2026
WEBSTER BANK, N. A. History No change 2,470 71 0.01% 0.01% 184 0 0.0% Q1 2026 Apr 17, 2026
Beacon Capital Management, Inc. History Reduced 2,269 65 0.0% 0.0% 185 -443 -16.33% Q1 2026 May 08, 2026
CoreCap Advisors, LLC History Reduced 1,981 57 0.0% 0.0% 186 -538 -21.36% Q1 2026 Apr 07, 2026
CIBC Private Wealth Group LLC History No change 1,832 40 0.0% 0.0% 187 0 0.0% Q4 2025 Feb 12, 2026
AMERIFLEX GROUP, INC. History No change 1,315 38 0.02% 0.02% 188 0 0.0% Q1 2026 May 15, 2026
FIDUCIARY ADVISORS, INC. History Reduced 1,292 37 0.03% 0.02% 189 -86 -6.24% Q1 2026 Apr 16, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,175 34 0.0% 0.0% 190 0 0.0% Q1 2026 May 15, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,180 34 0.01% 0.01% 191 0 0.0% Q1 2026 May 01, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 935 27 0.01% 0.01% 192 +150 19.11% Q1 2026 May 05, 2026
TD Capital Management LLC History No change 960 27 0.0% 0.0% 193 0 0.0% Q1 2026 May 11, 2026
TD Waterhouse Canada Inc. History New 750 21 0.0% 196 +750 New Q1 2026 May 12, 2026
TopTier Wealth Management, LLC History New 744 21 0.01% 197 +744 New Q1 2026 May 05, 2026
SIGNATUREFD, LLC History New 740 21 0.0% 195 +740 New Q1 2026 Apr 07, 2026
SOA Wealth Advisors, LLC. History No change 751 21 0.0% 0.0% 194 0 0.0% Q1 2026 May 20, 2026
Allworth Financial LP History No change 564 16 0.0% 0.0% 198 0 0.0% Q1 2026 May 14, 2026
Geneos Wealth Management Inc. History No change 568 16 0.0% 0.0% 199 0 0.0% Q1 2026 May 04, 2026
Financial Network Wealth Advisors LLC History No change 553 16 0.02% 0.01% 200 0 0.0% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History No change 565 16 0.0% 0.0% 201 0 0.0% Q1 2026 May 13, 2026
GILL CAPITAL PARTNERS, LLC History New 475 13 0.0% 202 +475 New Q1 2026 Apr 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 412 11 0.0% 0.0% 203 0 0.0% Q1 2026 Apr 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 329 9 0.0% 0.0% 204 0 0.0% Q1 2026 Apr 15, 2026
Global Retirement Partners, LLC History No change 411 9 0.0% 0.0% 205 0 0.0% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History No change 294 8 0.0% 0.0% 206 0 0.0% Q1 2026 May 15, 2026
WFA of San Diego, LLC History No change 300 8 0.01% 0.0% 207 0 0.0% Q1 2026 May 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 300 8 0.0% 0.0% 208 0 0.0% Q1 2026 Apr 10, 2026
TSFG, LLC History No change 248 7 0.0% 0.0% 209 0 0.0% Q1 2026 Apr 27, 2026
Root Financial Partners, LLC History No change 255 7 0.0% 0.0% 210 0 0.0% Q1 2026 Apr 24, 2026
McMillan Office, Inc. History No change 252 7 0.0% 0.0% 211 0 0.0% Q1 2026 Apr 23, 2026
Advisory Services Network, LLC History Reduced 239 6 0.0% 0.06% 212 -182,134 -99.87% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History No change 200 5 0.0% 0.0% 213 0 0.0% Q1 2026 Apr 14, 2026
Clearstead Advisors, LLC History No change 177 5 0.0% 0.0% 214 0 0.0% Q1 2026 May 06, 2026
Daiwa Securities Group Inc. History No change 200 5 0.0% 0.0% 215 0 0.0% Q1 2026 May 13, 2026
Noble Wealth Management PBC History No change 175 5 0.0% 0.0% 216 0 0.0% Q1 2026 Apr 02, 2026
Smartleaf Asset Management LLC History New 142 4 0.0% 217 +142 New Q1 2026 May 15, 2026
Financial Management Professionals, Inc. History No change 112 3 0.0% 0.0% 218 0 0.0% Q1 2026 Apr 15, 2026
Strategic Wealth Partners, Ltd. History No change 131 3 0.0% 0.0% 219 0 0.0% Q1 2026 May 12, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 113 3 0.0% 0.0% 220 0 0.0% Q1 2026 May 01, 2026
Spire Wealth Management History No change 126 3 0.0% 0.0% 221 0 0.0% Q1 2026 Apr 22, 2026
Key FInancial Inc History Reduced 94 2 0.0% 0.0% 223 -1,048 -91.77% Q1 2026 Apr 24, 2026
CULLEN/FROST BANKERS, INC. History No change 100 2 0.0% 0.0% 222 0 0.0% Q1 2026 May 05, 2026
Abound Wealth Management History No change 100 2 0.0% 0.0% 224 0 0.0% Q1 2026 Apr 10, 2026
PROSPERITY BANCSHARES INC History No change 50 1 0.0% 0.0% 225 0 0.0% Q1 2026 May 12, 2026
IFG Advisory, LLC History Closed out 0 0 0.17% -172,390 -100.0% Q1 2026 May 12, 2026
Cinctive Capital Management LP History Closed out 0 0 0.12% -100,000 -100.0% Q1 2026 May 15, 2026
Sanctuary Advisors, LLC History Closed out 0 0 0.01% -99,157 -100.0% Q1 2026 May 05, 2026
CERTUITY, LLC History Closed out 0 0 0.04% -30,270 -100.0% Q1 2026 May 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -21,028 -100.0% Q1 2026 Apr 29, 2026
M Holdings Securities, Inc. History Closed out 0 0 0.02% -15,371 -100.0% Q1 2026 May 12, 2026
ATX Financial Planning, LLC History Closed out 0 0 0.23% -13,123 -100.0% Q1 2026 Apr 30, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -12,246 -100.0% Q1 2026 May 14, 2026
Cannell & Spears LLC History Closed out 0 0 0.0% -10,427 -100.0% Q1 2026 May 15, 2026
Mechanics Bank Trust Department History Closed out 0 0 0.03% -9,100 -100.0% Q1 2026 Apr 09, 2026
eCIO, Inc. History Closed out 0 0 0.03% -2,569 -100.0% Q1 2026 Apr 14, 2026
Parkside Financial Bank & Trust History Closed out 0 0 0.0% -2,060 -100.0% Q1 2026 May 13, 2026
WHITTIER TRUST CO History Closed out 0 0 0.0% -1,966 -100.0% Q1 2026 Apr 28, 2026
Jessup Wealth Management, Inc History Closed out 0 0 0.01% -1,234 -100.0% Q1 2026 May 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 0.01% -950 -100.0% Q1 2026 Apr 14, 2026
Tower Research Capital LLC (TRC) History Reduced 14 0 0.0% -349 -96.14% Q1 2026 May 15, 2026
Tidemark, LLC History Closed out 0 0 0.0% -241 -100.0% Q1 2026 May 07, 2026
Estate Planners Group, LLC History Closed out 0 0 -17 -100.0% Q1 2026 May 11, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 -10 -100.0% Q1 2026 May 15, 2026
ASSETMARK, INC History No change 3 0 0 0.0% Q1 2026 May 06, 2026