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 | 822,717 | 31,732 | 0.0% | 0.0% | 1 | +16,898 | 2.1% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 347,372 | 13,398 | 0.0% | 0.0% | 2 | +41,742 | 13.66% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 153,313 | 5,913 | 0.01% | 0.0% | 3 | +129,978 | 557.01% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 132,827 | 5,123 | 0.0% | 0.0% | 4 | +2,817 | 2.17% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 86,801 | 3,348 | 0.1% | 0.08% | 5 | +613 | 0.71% | Q2 2026 | Jul 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 83,953 | 3,239 | 0.0% | 0.0% | 6 | +12,484 | 17.47% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 71,195 | 2,745 | 0.0% | 0.0% | 7 | +18,429 | 34.93% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | New | 69,656 | 2,686 | 0.0% | — | 8 | +69,656 | New | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | History | Added to | 64,953 | 2,505 | 0.46% | 0.37% | 9 | +14,760 | 29.41% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 64,691 | 2,495 | 0.0% | 0.0% | 10 | +3,154 | 5.13% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 62,121 | 2,395 | 0.02% | 0.02% | 11 | +42,823 | 221.9% | Q2 2026 | Aug 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 61,000 | 2,352 | 0.0% | 0.01% | 12 | -11,000 | -15.28% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 56,167 | 2,166 | 0.0% | 0.0% | 13 | +6,690 | 13.52% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 56,150 | 2,165 | 0.0% | 0.0% | 14 | +22,767 | 68.2% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 54,579 | 2,105 | 0.03% | 0.02% | 15 | +8,708 | 18.98% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 49,268 | 1,900 | 0.0% | — | 16 | +49,268 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 42,492 | 1,638 | 0.0% | — | 17 | +42,492 | New | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 36,955 | 1,425 | 0.03% | 0.01% | 18 | +22,830 | 161.63% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,779 | 1,380 | 0.0% | 0.0% | 19 | +1,752 | 5.15% | Q2 2026 | Jul 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 34,072 | 1,314 | 0.05% | 0.04% | 20 | -5,190 | -13.22% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,220 | 1,049 | 0.0% | 0.0% | 21 | -31,983 | -54.02% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 22,301 | 860 | 0.0% | 0.0% | 22 | +865 | 4.04% | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | History | Reduced | 21,899 | 844 | 0.02% | 0.02% | 23 | -513 | -2.29% | Q2 2026 | Aug 14, 2026 |
| Global X Japan Co., Ltd. | History | No change | 21,039 | 811 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Optiver Holding B.V. | History | No change | 20,000 | 771 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 19,920 | 768 | 0.0% | 0.0% | 26 | +4,551 | 29.61% | Q2 2026 | Aug 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | New | 19,443 | 749 | 0.39% | — | 27 | +19,443 | New | Q2 2026 | Jul 09, 2026 |
| GTS SECURITIES LLC | History | New | 18,942 | 730 | 0.02% | — | 28 | +18,942 | New | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 21,775 | 664 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Reduced | 15,261 | 588 | 0.0% | 0.0% | 30 | -1,077 | -6.59% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 14,899 | 574 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,672 | 565 | 0.0% | — | 32 | +14,672 | New | Q2 2026 | Sep 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,150 | 561 | 0.0% | 0.0% | 33 | +2,780 | 22.47% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,897 | 536 | 0.0% | 0.0% | 34 | +163 | 1.19% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,660 | 535 | 0.0% | 0.0% | 35 | -1,406 | -8.75% | Q2 2026 | Jul 15, 2026 |
| Moment Partners, LLC | History | Reduced | 13,695 | 528 | 0.1% | 0.07% | 36 | -48 | -0.35% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | Added to | 12,571 | 484 | 0.0% | 0.0% | 38 | +70 | 0.56% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 12,563 | 484 | 0.01% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | Added to | 12,225 | 471 | 0.01% | 0.0% | 39 | +125 | 1.03% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,866 | 457 | 0.0% | 0.0% | 40 | +4,533 | 61.82% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 11,459 | 441 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 10,500 | 404 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthfront Advisers LLC | History | Added to | 10,377 | 400 | 0.0% | 0.0% | 43 | +20 | 0.19% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,315 | 398 | 0.0% | 0.0% | 44 | +40 | 0.39% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,309 | 397 | 0.0% | 0.0% | 45 | +1,209 | 13.29% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | New | 9,647 | 372 | 0.0% | — | 46 | +9,647 | New | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,059 | 349 | 0.0% | 0.0% | 47 | -50 | -0.55% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 8,737 | 336 | 0.01% | — | 48 | +8,737 | New | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,431 | 325 | 0.03% | — | 49 | +8,431 | New | Q2 2026 | Aug 14, 2026 |
| Carter Financial Group, INC. | History | Reduced | 7,853 | 303 | 0.16% | 0.15% | 50 | -4 | -0.05% | Q2 2026 | Jul 30, 2026 |
| Stelac Advisory Services LLC | History | No change | 7,782 | 300 | 0.06% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investmark Advisory Group LLC | History | Added to | 7,628 | 294 | 0.11% | 0.1% | 52 | +1 | 0.01% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 7,542 | 290 | 0.0% | — | 53 | +7,542 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 8,856 | 270 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,942 | 267 | 0.0% | 0.0% | 55 | +156 | 2.3% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,833 | 263 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 6,722 | 259 | 0.01% | — | 57 | +6,722 | New | Q2 2026 | Jul 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,666 | 257 | 0.0% | 0.0% | 58 | +5,187 | 350.71% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,704 | 253 | 0.02% | — | 59 | +6,704 | New | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | New | 6,400 | 246 | 0.0% | — | 60 | +6,400 | New | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 6,195 | 238 | 0.02% | — | 61 | +6,195 | New | Q2 2026 | Jul 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 6,134 | 236 | 0.0% | — | 62 | +6,134 | New | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | New | 5,863 | 226 | 0.0% | — | 63 | +5,863 | New | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,806 | 223 | 0.0% | 0.0% | 64 | -800 | -12.11% | Q2 2026 | Jul 15, 2026 |
| PFG Investments, LLC | History | New | 5,772 | 222 | 0.01% | — | 65 | +5,772 | New | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,845 | 220 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,422 | 209 | 0.0% | — | 67 | +5,422 | New | Q2 2026 | Aug 19, 2026 |
| Global Retirement Partners, LLC | History | New | 4,218 | 162 | 0.0% | — | 68 | +4,218 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 3,161 | 121 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 3,017 | 116 | 0.04% | 0.03% | 70 | +342 | 12.79% | Q2 2026 | Jul 28, 2026 |
| BARCLAYS PLC | History | No change | 3,000 | 115 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 2,920 | 112 | 0.0% | 0.0% | 72 | +1,084 | 59.04% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,697 | 104 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 2,474 | 95 | 0.04% | 0.04% | 74 | -149 | -5.68% | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | New | 2,000 | 77 | 0.03% | — | 77 | +2,000 | New | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 2,018 | 77 | 0.01% | 0.01% | 76 | -47 | -2.28% | Q2 2026 | Jul 21, 2026 |
| General Partner, Inc. | History | No change | 2,000 | 77 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Advantage Trust Co | History | New | 1,880 | 72 | 0.03% | — | 78 | +1,880 | New | Q2 2026 | Jul 17, 2026 |
| Capital Analysts, LLC | History | No change | 1,759 | 68 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crews Bank & Trust | History | No change | 1,750 | 67 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,672 | 64 | 0.0% | 0.0% | 81 | +79 | 4.96% | Q2 2026 | Jul 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,685 | 64 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,260 | 48 | 0.0% | 0.0% | 84 | -20 | -1.56% | Q2 2026 | Aug 06, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,260 | 48 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parallel Advisors, LLC | History | No change | 1,220 | 47 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,201 | 46 | 0.0% | 0.0% | 86 | -56 | -4.46% | Q2 2026 | Jul 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,140 | 43 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key FInancial Inc | History | No change | 1,033 | 39 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,000 | 38 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 958 | 36 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 879 | 33 | 0.0% | 0.0% | 91 | -1,647 | -65.2% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 800 | 30 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 677 | 26 | 0.0% | 0.0% | 93 | +138 | 25.6% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 650 | 25 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 625 | 24 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 591 | 22 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 566 | 21 | 0.0% | 0.0% | 97 | -377 | -39.98% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 542 | 20 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 505 | 19 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 500 | 19 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 428 | 16 | 0.0% | 0.0% | 101 | +30 | 7.54% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 400 | 15 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 375 | 14 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 356 | 13 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 314 | 12 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 306 | 11 | 0.0% | 0.0% | 107 | +89 | 41.01% | Q2 2026 | Aug 12, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 297 | 11 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 300 | 11 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Community Financial Services Group, LLC | History | No change | 265 | 10 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 267 | 10 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Realta Investment Advisors | History | New | 256 | 9 | 0.0% | — | 111 | +256 | New | Q2 2026 | Jul 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 229 | 8 | 0.0% | 0.0% | 113 | +38 | 19.9% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 217 | 8 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 226 | 8 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | New | 200 | 7 | 0.0% | — | 115 | +200 | New | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | Added to | 170 | 6 | 0.0% | 0.0% | 119 | +15 | 9.68% | Q2 2026 | Aug 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 176 | 6 | 0.0% | 0.0% | 118 | +3 | 1.73% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 177 | 6 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 160 | 6 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 130 | 5 | 0.0% | — | 121 | +130 | New | Q2 2026 | Jul 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 143 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 114 | 4 | 0.0% | 0.0% | 123 | -4,307 | -97.42% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 106 | 4 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 127 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CGC Financial Services, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 101 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 80 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFS Partners, LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 102 | 3 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| McIlrath & Eck, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| City State Bank | History | No change | 47 | 1 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Robinswood Financial LLC | History | No change | 30 | 1 | 0.0% | — | 134 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| APS Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -19,258 | -100.0% | Q2 2026 | Jul 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,605 | -100.0% | Q2 2026 | Jul 28, 2026 |
| BOS Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,077 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,019 | -100.0% | Q2 2026 | Aug 05, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -848 | -100.0% | Q2 2026 | Jul 10, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -686 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -468 | -100.0% | Q2 2026 | Aug 12, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q2 2026 | Jul 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Jul 02, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q2 2026 | Jul 29, 2026 |
| CHELSEA COUNSEL CO | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 28, 2026 |
| TRUST CO OF VERMONT | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |