Global X Funds - DIV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,873,000 | 32,440 | 2.13% | 2.05% | 1 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 1,142,553 | 19,789 | 0.11% | 0.12% | 2 | +68,526 | 6.38% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Reduced | 895,482 | 15,509 | 0.0% | 0.0% | 3 | -52,708 | -5.56% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 625,642 | 10,836 | 0.0% | 0.0% | 4 | -28,571 | -4.37% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 618,028 | 10,704 | 0.0% | 0.0% | 5 | -168,148 | -21.39% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 382,313 | 6,621 | 0.0% | 0.0% | 6 | +6,721 | 1.79% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 339,053 | 5,872 | 0.01% | 0.01% | 7 | +20,869 | 6.56% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 318,104 | 5,509 | 0.0% | 0.0% | 8 | +49,865 | 18.59% | Q4 2025 | Mar 25, 2026 |
| Clarity Financial LLC | History | New | 304,414 | 5,272 | 0.49% | — | 9 | +304,414 | New | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 262,800 | 4,551 | 0.01% | 0.0% | 10 | +99,400 | 60.83% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 217,936 | 3,775 | 0.0% | — | 11 | +217,936 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 203,042 | 3,516 | 0.01% | 0.0% | 12 | +181,814 | 856.48% | Q4 2025 | Feb 13, 2026 |
| SMART Wealth LLC | History | Added to | 190,632 | 3,301 | 1.01% | 1.27% | 13 | +552 | 0.29% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 167,814 | 2,906 | 0.0% | 0.0% | 14 | -28,608 | -14.56% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 140,356 | 2,430 | 0.0% | 0.0% | 15 | +46,293 | 49.21% | Q4 2025 | Feb 17, 2026 |
| Sherry Group, Inc. | History | New | 107,941 | 1,878 | 1.97% | — | 16 | +107,941 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 107,525 | 1,862 | 0.0% | 0.0% | 17 | -8,152 | -7.05% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 102,901 | 1,782 | 0.0% | 0.0% | 18 | +9,500 | 10.17% | Q4 2025 | Feb 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 97,000 | 1,680 | 0.0% | 0.01% | 19 | -11,000 | -10.19% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | New | 86,917 | 1,505 | 0.04% | — | 20 | +86,917 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 76,600 | 1,326 | 0.0% | 0.0% | 21 | +23,233 | 43.53% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 73,017 | 1,264 | 0.0% | 0.0% | 22 | +9,778 | 15.46% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 64,848 | 1,123 | 0.01% | 0.01% | 23 | -6,307 | -8.86% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 61,953 | 1,073 | 0.0% | 0.0% | 24 | -9,509 | -13.31% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 56,030 | 970 | 0.01% | 0.01% | 25 | +5,883 | 11.73% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 51,140 | 885 | 0.0% | 0.0% | 26 | -203,790 | -79.94% | Q4 2025 | Feb 10, 2026 |
| Key Capital Management, INC | History | New | 47,077 | 815 | 0.81% | — | 27 | +47,077 | New | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Added to | 45,375 | 785 | 0.0% | 0.0% | 28 | +1,533 | 3.5% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 43,234 | 748 | 0.0% | 0.0% | 29 | +4,604 | 11.92% | Q4 2025 | Feb 11, 2026 |
| Eagle Strategies LLC | History | Added to | 42,775 | 740 | 0.09% | 0.1% | 30 | +888 | 2.12% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | No change | 38,416 | 665 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 36,083 | 624 | 0.0% | 0.0% | 32 | +3,568 | 10.97% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 34,170 | 591 | 0.14% | 0.13% | 33 | +4,400 | 14.78% | Q4 2025 | Jan 16, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 33,328 | 577 | 0.07% | 0.08% | 34 | +5,986 | 21.89% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 31,653 | 548 | 0.0% | 0.0% | 35 | -1,151 | -3.51% | Q4 2025 | Feb 11, 2026 |
| LifeWealth Investments, LLC | History | Added to | 30,817 | 533 | 0.17% | 0.18% | 36 | +377 | 1.24% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | Added to | 30,218 | 523 | 0.11% | 0.14% | 37 | +202 | 0.67% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 27,586 | 478 | 0.01% | 0.02% | 38 | -2,539 | -8.43% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,372 | 474 | 0.0% | 0.0% | 39 | +4,880 | 21.7% | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 26,719 | 462 | 0.01% | 0.01% | 40 | -6,643 | -19.91% | Q4 2025 | Feb 09, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 26,671 | 461 | 0.15% | 0.38% | 41 | -62,499 | -70.09% | Q4 2025 | Feb 02, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 25,376 | 439 | 0.03% | 0.04% | 42 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cypress Capital Group | History | No change | 25,319 | 438 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 24,626 | 427 | 0.0% | 0.0% | 44 | -208 | -0.84% | Q4 2025 | Jan 26, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 24,278 | 420 | 0.0% | 0.0% | 45 | +12,818 | 111.85% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,260 | 402 | 0.0% | 0.0% | 46 | +1,226 | 5.56% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 23,078 | 399 | 0.02% | 0.02% | 47 | +1,852 | 8.73% | Q4 2025 | Jan 30, 2026 |
| RFG Advisory, LLC | History | Added to | 21,845 | 378 | 0.01% | 0.01% | 48 | +350 | 1.63% | Q4 2025 | Feb 03, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 21,061 | 364 | 0.33% | 0.34% | 49 | +225 | 1.08% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 20,581 | 356 | 0.0% | 0.0% | 50 | +211 | 1.04% | Q4 2025 | Jan 29, 2026 |
| C2C Wealth Management, LLC | History | No change | 19,000 | 329 | 0.28% | 0.29% | 51 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,698 | 323 | 0.02% | 0.02% | 52 | +4,208 | 29.04% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 18,587 | 321 | 0.0% | 0.0% | 54 | +2,521 | 15.69% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 18,540 | 321 | 0.0% | 0.0% | 53 | +236 | 1.29% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 18,145 | 316 | 0.22% | 0.24% | 55 | +327 | 1.84% | Q4 2025 | Feb 02, 2026 |
| Caitlin John, LLC | History | Reduced | 17,168 | 297 | 0.19% | 0.29% | 56 | -6,110 | -26.25% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 17,050 | 295 | 0.0% | 0.0% | 57 | +5,516 | 47.82% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 16,716 | 289 | 0.04% | 0.05% | 58 | +33 | 0.2% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 15,801 | 273 | 0.0% | — | 59 | +15,801 | New | Q4 2025 | Feb 11, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 15,743 | 272 | 0.08% | 0.09% | 60 | +819 | 5.49% | Q4 2025 | Jan 22, 2026 |
| Indivisible Partners | History | New | 14,025 | 242 | 0.03% | — | 61 | +14,025 | New | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,902 | 240 | 0.0% | 0.0% | 62 | -3,547 | -20.33% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,567 | 234 | 0.0% | — | 63 | +13,567 | New | Q4 2025 | Jan 29, 2026 |
| Patten Group, Inc. | History | Reduced | 13,129 | 227 | 0.04% | 0.05% | 64 | -1,299 | -9.0% | Q4 2025 | Jan 23, 2026 |
| Centennial Advisors, LLC | History | New | 13,065 | 226 | 0.29% | — | 65 | +13,065 | New | Q4 2025 | Jan 22, 2026 |
| Sequent Planning LLC | History | Reduced | 12,967 | 224 | 0.06% | 0.07% | 66 | -941 | -6.77% | Q4 2025 | Feb 05, 2026 |
| Kingdom Financial Group LLC. | History | New | 12,589 | 218 | 0.07% | — | 67 | +12,589 | New | Q4 2025 | Feb 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 12,500 | 216 | 0.02% | 0.05% | 68 | -12,225 | -49.44% | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Added to | 12,335 | 213 | 0.0% | 0.0% | 69 | +45 | 0.37% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | New | 12,000 | 207 | 0.0% | — | 70 | +12,000 | New | Q4 2025 | Mar 09, 2026 |
| Cornerstone Management, Inc. | History | Added to | 11,787 | 204 | 0.03% | 0.03% | 71 | +59 | 0.5% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | New | 11,746 | 203 | 0.0% | — | 72 | +11,746 | New | Q4 2025 | Feb 13, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 901 | 201 | 0.47% | 0.52% | 73 | -9,582 | -91.41% | Q4 2025 | Jan 20, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 11,359 | 196 | 0.04% | 0.04% | 74 | +356 | 3.24% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Added to | 11,270 | 195 | 0.01% | 0.01% | 75 | +40 | 0.36% | Q4 2025 | Jan 26, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 10,935 | 189 | 0.07% | 0.1% | 76 | -4,575 | -29.5% | Q4 2025 | Jan 28, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 10,888 | 188 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 10,665 | 184 | 0.01% | 0.01% | 78 | +156 | 1.48% | Q4 2025 | Jan 30, 2026 |
| SEI INVESTMENTS CO | History | New | 10,537 | 182 | 0.0% | — | 79 | +10,537 | New | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | New | 10,216 | 178 | 0.01% | — | 80 | +10,216 | New | Q4 2025 | Jan 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 10,267 | 177 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Prostatis Group LLC | History | New | 10,087 | 174 | 0.04% | — | 82 | +10,087 | New | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 7,305 | 126 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,047 | 122 | 0.0% | 0.0% | 84 | +546 | 8.4% | Q4 2025 | Feb 03, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,985 | 120 | 0.01% | 0.01% | 85 | +22 | 0.32% | Q4 2025 | Feb 20, 2026 |
| US BANCORP \DE\ | History | No change | 5,320 | 92 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,821 | 83 | 0.0% | 0.0% | 87 | +80 | 1.69% | Q4 2025 | Feb 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,650 | 80 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,500 | 77 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | No change | 4,445 | 76 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 3,716 | 64 | 0.0% | 0.0% | 91 | +236 | 6.78% | Q4 2025 | Feb 17, 2026 |
| Raleigh Capital Management Inc. | History | New | 3,604 | 62 | 0.02% | — | 92 | +3,604 | New | Q4 2025 | Jan 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 17,917 | 58 | 0.0% | 0.01% | 93 | +2,786 | 18.41% | Q4 2025 | Feb 11, 2026 |
| CHELSEA COUNSEL CO | History | No change | 2,500 | 43 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| COMERICA BANK | History | No change | 2,230 | 38 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 34 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 1,800 | 31 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,554 | 26 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,544 | 26 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,500 | 25 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,105 | 19 | 0.01% | — | 101 | +1,105 | New | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,064 | 18 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | No change | 947 | 16 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 867 | 15 | 0.01% | — | 104 | +867 | New | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 776 | 13 | 0.0% | 0.0% | 105 | -15 | -1.9% | Q4 2025 | Mar 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 750 | 12 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 582 | 10 | 0.0% | — | 108 | +582 | New | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Reduced | 600 | 10 | 0.0% | 0.0% | 107 | -1 | -0.17% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 571 | 9 | 0.0% | — | 109 | +571 | New | Q4 2025 | Jan 15, 2026 |
| Colonial Trust Advisors | History | No change | 500 | 8 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 427 | 7 | 0.0% | 0.0% | 111 | -226 | -34.61% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 367 | 6 | 0.0% | 0.0% | 113 | -367 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 360 | 6 | 0.0% | 0.0% | 112 | -173 | -32.46% | Q4 2025 | Jan 28, 2026 |
| Fortis Group Advisors, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 237 | 4 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | No change | 250 | 4 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 155 | 2 | 0.0% | — | 117 | +155 | New | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 103 | 1 | 0.0% | — | 120 | +100 | 3333.33% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 64 | 1 | 0.0% | — | 119 | +64 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 98 | 1 | 0.0% | 0.0% | 122 | +1 | 1.03% | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 100 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| New Millennium Group LLC | History | No change | 91 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 0.86% | — | -558,957 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Curran Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -46,526 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,450 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,665 | -100.0% | Q3 2025 | Oct 08, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,186 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,250 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,110 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,256 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q3 2025 | Oct 17, 2025 |
| WHITTIER TRUST CO | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Jan 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Mar 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| GODSEY & GIBB, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 56 | 0 | — | — | — | +1 | 1.82% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 13, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Breakwater Investment Management | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |