Global X Funds - DRIV
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 | 805,819 | 24,593 | 0.0% | 0.0% | 1 | +24,448 | 3.13% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 305,630 | 9,327 | 0.0% | 0.0% | 2 | +32,711 | 11.99% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 130,010 | 3,967 | 0.0% | 0.0% | 3 | +55,259 | 73.92% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Added to | 86,188 | 2,630 | 0.08% | 0.02% | 4 | +66,115 | 329.37% | Q1 2026 | Apr 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 72,000 | 2,197 | 0.0% | 0.01% | 5 | -68,100 | -48.61% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 71,469 | 2,182 | 0.0% | 0.0% | 6 | -1,473 | -2.02% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 61,537 | 1,878 | 0.0% | 0.0% | 7 | +16,011 | 35.17% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 59,203 | 1,806 | 0.0% | 0.0% | 8 | -11,309 | -16.04% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 52,766 | 1,610 | 0.0% | 0.0% | 9 | +4,347 | 8.98% | Q1 2026 | May 14, 2026 |
| Q3 Asset Management | History | New | 50,193 | 1,531 | 0.37% | — | 10 | +50,193 | New | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 49,477 | 1,510 | 0.0% | 0.0% | 11 | -7,219 | -12.73% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45,871 | 1,399 | 0.02% | 0.0% | 12 | +44,350 | 2915.84% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 39,262 | 1,198 | 0.04% | — | 13 | +39,262 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 34,027 | 1,038 | 0.0% | 0.0% | 14 | +707 | 2.12% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 33,383 | 1,019 | 0.0% | 0.0% | 15 | +659 | 2.01% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,335 | 712 | 0.0% | 0.0% | 16 | -1,698 | -6.78% | Q1 2026 | Apr 30, 2026 |
| Destination Wealth Management | History | Reduced | 22,412 | 684 | 0.02% | 0.02% | 17 | -763 | -3.29% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 21,775 | 664 | 0.02% | — | 18 | +21,775 | New | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21,436 | 654 | 0.0% | 0.0% | 19 | -1,753 | -7.56% | Q1 2026 | May 11, 2026 |
| Global X Japan Co., Ltd. | History | New | 21,039 | 642 | 0.03% | — | 20 | +21,039 | New | Q1 2026 | Apr 13, 2026 |
| Optiver Holding B.V. | History | No change | 20,000 | 610 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Arax Advisory Partners | History | Added to | 19,298 | 588 | 0.02% | 0.01% | 22 | +4,443 | 29.91% | Q1 2026 | May 13, 2026 |
| APS Management Group, Inc. | History | Reduced | 19,258 | 587 | 0.5% | 0.55% | 23 | -2,365 | -10.94% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 16,338 | 498 | 0.0% | 0.0% | 24 | +471 | 2.97% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,066 | 497 | 0.0% | 0.0% | 25 | +160 | 1.01% | Q1 2026 | Apr 08, 2026 |
| MORGAN STANLEY | History | Added to | 15,369 | 469 | 0.0% | 0.0% | 26 | +522 | 3.52% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 14,899 | 454 | 0.0% | 0.0% | 27 | -4,177 | -21.9% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 14,125 | 431 | 0.01% | 0.01% | 28 | +7,113 | 101.44% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,734 | 419 | 0.0% | 0.0% | 29 | +96 | 0.7% | Q1 2026 | Apr 22, 2026 |
| Moment Partners, LLC | History | No change | 13,743 | 419 | 0.07% | 0.08% | 30 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 12,563 | 383 | 0.0% | 0.0% | 31 | +7 | 0.06% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 12,501 | 381 | 0.0% | 0.0% | 32 | +169 | 1.37% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 12,100 | 369 | 0.0% | 0.0% | 33 | +1,700 | 16.35% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,370 | 366 | 0.0% | 0.0% | 34 | +4,736 | 62.04% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | New | 11,459 | 349 | 0.01% | — | 35 | +11,459 | New | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,500 | 320 | 0.0% | 0.0% | 36 | -75 | -0.71% | Q1 2026 | Apr 23, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,357 | 316 | 0.0% | 0.0% | 37 | +608 | 6.24% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,275 | 313 | 0.0% | 0.0% | 38 | +6,226 | 153.77% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,109 | 278 | 0.0% | 0.0% | 39 | -5,466 | -37.5% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,100 | 277 | 0.0% | 0.0% | 40 | -824 | -8.3% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 8,856 | 270 | 0.0% | 0.0% | 41 | +404 | 4.78% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,605 | 262 | 0.0% | 0.0% | 42 | -42 | -0.49% | Q1 2026 | Apr 20, 2026 |
| Carter Financial Group, INC. | History | Added to | 7,857 | 239 | 0.15% | 0.14% | 43 | +33 | 0.42% | Q1 2026 | Apr 27, 2026 |
| Stelac Advisory Services LLC | History | No change | 7,782 | 237 | 0.05% | 0.08% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investmark Advisory Group LLC | History | Added to | 7,627 | 232 | 0.1% | 0.1% | 45 | +19 | 0.25% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,333 | 223 | 0.0% | 0.0% | 46 | -111 | -1.49% | Q1 2026 | May 15, 2026 |
| BOS Asset Management, LLC | History | Reduced | 7,077 | 215 | 0.05% | 0.06% | 47 | -3 | -0.04% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,833 | 208 | 0.0% | 0.0% | 48 | -707 | -9.38% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,786 | 207 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | New | 9,937 | 205 | 0.1% | — | 50 | +9,937 | New | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | New | 6,606 | 201 | 0.0% | — | 51 | +6,606 | New | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,845 | 180 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 4,421 | 134 | 0.0% | 0.0% | 53 | +1,012 | 29.69% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Added to | 3,161 | 96 | 0.0% | 0.0% | 54 | +8 | 0.25% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | No change | 3,000 | 91 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 2,779 | 84 | 0.0% | — | 56 | +2,779 | New | Q1 2026 | May 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,697 | 82 | 0.0% | 0.0% | 57 | -700 | -20.61% | Q1 2026 | May 13, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 2,675 | 81 | 0.03% | 0.03% | 58 | +186 | 7.47% | Q1 2026 | Apr 23, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 2,623 | 80 | 0.04% | 0.04% | 59 | -71 | -2.64% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,526 | 78 | 0.0% | 0.0% | 60 | +451 | 21.73% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,491 | 73 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 2,250 | 66 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,065 | 63 | 0.01% | 0.01% | 63 | +5 | 0.24% | Q1 2026 | May 20, 2026 |
| Financial Freedom, LLC | History | Reduced | 2,019 | 61 | 0.03% | 0.09% | 65 | -4,398 | -68.54% | Q1 2026 | Apr 30, 2026 |
| General Partner, Inc. | History | No change | 2,000 | 61 | 0.04% | 0.03% | 64 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Reduced | 1,836 | 56 | 0.0% | 0.0% | 66 | -894 | -32.75% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 1,759 | 54 | 0.0% | 0.0% | 67 | +189 | 12.04% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 1,750 | 53 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,685 | 51 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,593 | 48 | 0.0% | 0.0% | 70 | -57 | -3.45% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,479 | 45 | 0.0% | 0.0% | 71 | -866 | -36.93% | Q1 2026 | Jun 02, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,365 | 40 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,280 | 39 | 0.0% | 0.0% | 73 | -47 | -3.54% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,257 | 38 | 0.0% | 0.0% | 75 | -2 | -0.16% | Q1 2026 | Apr 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,260 | 38 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Parallel Advisors, LLC | History | No change | 1,220 | 37 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,140 | 34 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Key FInancial Inc | History | Added to | 1,033 | 31 | 0.01% | 0.01% | 78 | +4 | 0.39% | Q1 2026 | Apr 24, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,000 | 30 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 958 | 29 | 0.01% | 0.01% | 80 | +4 | 0.42% | Q1 2026 | Apr 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 943 | 28 | 0.0% | 0.0% | 81 | +64 | 7.28% | Q1 2026 | May 14, 2026 |
| DAGCO, INC. | History | No change | 848 | 25 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 800 | 24 | 0.0% | 0.0% | 83 | -942 | -54.08% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 810 | 23 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | No change | 686 | 20 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 625 | 19 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EFG International AG | History | No change | 650 | 19 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 591 | 18 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 539 | 16 | 0.0% | 0.0% | 90 | +127 | 30.83% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Added to | 542 | 16 | 0.0% | 0.0% | 89 | +1 | 0.18% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 500 | 15 | 0.0% | — | 93 | +500 | New | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 505 | 15 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 15 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 468 | 14 | 0.0% | — | 94 | +468 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 400 | 12 | 0.0% | — | 95 | +400 | New | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 398 | 11 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 375 | 11 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 356 | 10 | 0.0% | 0.0% | 98 | +1 | 0.28% | Q1 2026 | May 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 297 | 9 | 0.0% | 0.0% | 99 | +1 | 0.34% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 314 | 9 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | No change | 300 | 9 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Community Financial Services Group, LLC | History | New | 265 | 8 | 0.0% | — | 103 | +265 | New | Q1 2026 | Apr 08, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 267 | 8 | 0.0% | 0.0% | 102 | -40 | -13.03% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | New | 262 | 7 | 0.0% | — | 104 | +262 | New | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 217 | 6 | 0.0% | 0.0% | 106 | +1 | 0.46% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 226 | 6 | 0.0% | 0.0% | 107 | +1 | 0.44% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | No change | 217 | 6 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 191 | 5 | 0.0% | 0.0% | 111 | -52 | -21.4% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 164 | 5 | 0.0% | 0.0% | 109 | +1 | 0.61% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 177 | 5 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 190 | 5 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 143 | 4 | 0.0% | 0.0% | 113 | -270 | -65.38% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Added to | 155 | 4 | 0.0% | 0.0% | 115 | +55 | 55.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 173 | 4 | 0.0% | 0.0% | 114 | -2 | -1.14% | Q1 2026 | Jun 01, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 160 | 4 | 0.0% | 0.0% | 112 | +1 | 0.63% | Q1 2026 | May 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 112 | 3 | 0.0% | — | 124 | +112 | New | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 102 | 3 | 0.0% | 0.0% | 123 | +1 | 0.99% | Q1 2026 | Apr 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 106 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 101 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pacifica Partners Inc. | History | No change | 131 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 127 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CGC Financial Services, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 85 | 2 | 0.0% | — | 128 | +85 | New | Q1 2026 | Apr 28, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 80 | 2 | 0.0% | 0.0% | 125 | +1 | 1.27% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 80 | 2 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PFS Partners, LLC | History | No change | 97 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GHP Investment Advisors, Inc. | History | New | 50 | 1 | 0.0% | — | 132 | +50 | New | Q1 2026 | Apr 21, 2026 |
| Princeton Global Asset Management LLC | History | New | 48 | 1 | 0.0% | — | 133 | +48 | New | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 129 | -2 | -4.88% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| City State Bank | History | No change | 47 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -24,661 | -100.0% | Q1 2026 | May 01, 2026 |
| Kropog Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -14,837 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,948 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,878 | -100.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,792 | -100.0% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,274 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,990 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,427 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 01, 2026 |
| FAS Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Jun 09, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 11, 2026 |
| Robinswood Financial LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | Jun 09, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |