Global X Funds - DTCR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History Added to 7,148,309 217,523 0.01% 0.0% 1 +7,100,040 14709.32% Q2 2026 Aug 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 6,985,671 212,154 0.01% 0.01% 2 +2,180,477 45.38% Q2 2026 Aug 14, 2026
LPL Financial LLC History Added to 4,352,569 132,187 0.03% 0.02% 3 +1,299,105 42.55% Q2 2026 Aug 07, 2026
MORGAN STANLEY History Added to 3,254,514 98,839 0.01% 0.0% 4 +832,411 34.37% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Added to 1,986,027 60,315 0.01% 0.01% 5 +274,932 16.07% Q2 2026 Aug 14, 2026
UBS Group AG History Added to 1,912,403 58,079 0.01% 0.0% 6 +726,312 61.24% Q2 2026 Aug 13, 2026
Parkway Wealth Management Group, LLC History New 1,134,209 34,445 3.98% 7 +1,134,209 New Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,008,501 30,628 0.02% 0.01% 8 +276,858 37.84% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History Added to 989,823 30,060 0.03% 0.02% 9 +189,224 23.64% Q2 2026 Aug 05, 2026
AMERIPRISE FINANCIAL INC History Added to 720,560 21,871 0.0% 0.0% 10 +667,661 1262.14% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 685,685 20,824 0.01% 0.0% 11 +315,949 85.45% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History Added to 656,480 19,937 0.0% 0.0% 12 +610,943 1341.64% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Added to 646,223 19,625 0.01% 0.0% 13 +595,312 1169.32% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History Added to 592,881 18,005 0.15% 0.01% 14 +575,251 3262.91% Q2 2026 Aug 06, 2026
Cetera Investment Advisers History Added to 591,486 17,963 0.02% 0.01% 15 +103,609 21.24% Q2 2026 Aug 12, 2026
Hedeker Wealth, LLC History Reduced 557,562 16,933 3.23% 2.99% 16 -33,721 -5.7% Q2 2026 Aug 04, 2026
Private Advisor Group, LLC History Added to 552,963 16,793 0.08% 0.03% 17 +272,118 96.89% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 486,874 14,786 0.0% 0.0% 18 +145,862 42.77% Q2 2026 Aug 03, 2026
Foguth Wealth Management, LLC. History Added to 517,156 14,273 1.62% 1.23% 19 +183,274 54.89% Q2 2026 Jul 21, 2026
OSAIC HOLDINGS, INC. History Added to 469,474 14,261 0.02% 0.01% 20 +156,604 50.05% Q2 2026 Aug 14, 2026
Maniro Ltd History New 449,926 13,664 3.07% 21 +449,926 New Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Added to 419,189 12,730 0.0% 0.0% 22 +51,990 14.16% Q2 2026 Aug 14, 2026
Pacific Life Fund Advisors LLC History New 381,561 11,588 1.27% 23 +381,561 New Q2 2026 Aug 04, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 354,196 10,794 2.94% 2.86% 24 +9,904 2.88% Q2 2026 Jul 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 343,529 10,432 0.0% 0.0% 25 +311,190 962.27% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History Added to 304,175 9,237 0.02% 0.01% 26 +92,322 43.58% Q2 2026 Aug 07, 2026
Farther Finance Advisors, LLC History Added to 297,391 9,031 0.07% 0.01% 27 +251,446 547.28% Q2 2026 Jul 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 243,000 7,379 0.01% 0.02% 28 -20,100 -7.64% Q2 2026 Jul 22, 2026
WJ Wealth Management, LLC History New 242,154 7,354 2.9% 29 +242,154 New Q2 2026 Aug 03, 2026
POTENTIA WEALTH History Reduced 191,323 5,810 2.38% 1.98% 30 -22,609 -10.57% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 186,430 5,662 0.01% 0.01% 31 +100,570 117.13% Q2 2026 Jul 27, 2026
Eagle Strategies LLC History Added to 183,127 5,561 0.55% 0.52% 32 +2,284 1.26% Q2 2026 Jul 21, 2026
S. R. Schill & Associates History Reduced 182,058 5,529 3.34% 3.07% 33 -7,782 -4.1% Q2 2026 Jul 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 173,881 5,280 0.2% 34 +173,881 New Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History Added to 171,988 5,223 0.05% 0.04% 35 +14,672 9.33% Q2 2026 Aug 11, 2026
Financial Freedom, LLC History Reduced 166,382 5,053 2.32% 1.99% 36 -811 -0.49% Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 160,140 4,863 0.01% 0.0% 37 +91,245 132.44% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History Added to 159,932 4,857 0.03% 0.02% 38 +44,617 38.69% Q2 2026 Jul 20, 2026
Kovack Advisors, Inc. History New 159,448 4,703 0.23% 39 +159,448 New Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History New 148,933 4,523 0.09% 41 +148,933 New Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History Added to 148,947 4,523 0.01% 0.0% 40 +102,390 219.92% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History Added to 142,796 4,336 0.01% 0.01% 42 +3,741 2.69% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 141,684 4,302 0.08% 0.05% 43 +41,614 41.58% Q2 2026 Jul 15, 2026
OLD MISSION CAPITAL LLC History New 131,450 3,992 0.06% 44 +131,450 New Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History Added to 123,463 3,749 0.0% 0.0% 45 +5,922 5.04% Q2 2026 Sep 02, 2026
J.W. COLE ADVISORS, INC. History Added to 121,407 3,687 0.06% 0.04% 46 +77,829 178.6% Q2 2026 Jul 21, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 121,146 3,679 0.18% 0.07% 47 +69,713 135.54% Q2 2026 Jul 20, 2026
AVALON CAPITAL MANAGEMENT History Added to 120,097 3,647 0.86% 0.81% 48 +395 0.33% Q2 2026 Jul 16, 2026
STIFEL FINANCIAL CORP History Added to 116,462 3,536 0.0% 0.0% 49 +33,458 40.31% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History Added to 110,272 3,348 0.02% 0.01% 50 +35,906 48.28% Q2 2026 Aug 17, 2026
Great Diamond Partners, LLC History Reduced 106,710 3,240 0.56% 0.5% 51 -882 -0.82% Q2 2026 Jul 17, 2026
Capital Advisors, Ltd. LLC History Added to 105,060 3,191 0.32% 0.26% 52 +11,393 12.16% Q2 2026 Jul 16, 2026
Kingsview Wealth Management, LLC History Added to 104,263 3,166 0.04% 0.02% 53 +29,162 38.83% Q2 2026 Aug 18, 2026
B. Riley Wealth Advisors, Inc. History Added to 96,326 2,931 0.16% 0.14% 54 +147 0.15% Q2 2026 Jul 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 96,198 2,921 0.04% 0.01% 55 +78,494 443.37% Q2 2026 Aug 04, 2026
Banco Santander, S.A. History No change 88,227 2,679 0.02% 0.02% 56 0 0.0% Q2 2026 Jul 29, 2026
Wiser Advisor Group LLC History Reduced 86,041 2,613 2.86% 2.5% 57 -134 -0.16% Q2 2026 Aug 14, 2026
Sage Capital Management, LLC History No change 84,090 2,553 1.0% 0.95% 58 0 0.0% Q2 2026 Jul 20, 2026
Paller Financial Services Inc History Reduced 83,740 2,543 1.9% 1.78% 59 -5,896 -6.58% Q2 2026 Jul 07, 2026
GTS SECURITIES LLC History Added to 79,872 2,425 0.05% 0.01% 60 +69,284 654.36% Q2 2026 Aug 14, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 79,299 2,408 0.72% 0.63% 61 +6,826 9.42% Q2 2026 Jul 14, 2026
Anderson Financial Strategies, LLC History Reduced 84,267 2,388 1.24% 1.58% 62 -13,740 -14.02% Q2 2026 Aug 20, 2026
Ciovacco Capital Management LLC History Added to 74,854 2,273 1.01% 0.29% 63 +54,250 263.3% Q2 2026 Aug 07, 2026
Forefront Wealth Partners, LLC History Added to 73,383 2,228 0.69% 0.5% 64 +23,412 46.85% Q2 2026 Aug 20, 2026
CreativeOne Wealth, LLC History Reduced 73,338 2,227 0.05% 0.04% 65 -4,568 -5.86% Q2 2026 Aug 13, 2026
Premier Private Wealth Management LLC History Added to 70,466 2,140 1.87% 1.64% 66 +5,618 8.66% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History Added to 70,120 2,129 0.03% 0.03% 67 +1,114 1.61% Q2 2026 Jul 15, 2026
Prosperity Financial Group, Inc. History Reduced 69,518 2,111 0.65% 0.62% 68 -735 -1.05% Q2 2026 Jul 28, 2026
Wealthcare Advisory Partners LLC History Added to 68,987 2,095 0.04% 0.03% 69 +3,136 4.76% Q2 2026 Jul 09, 2026
AE Wealth Management LLC History Added to 68,462 2,079 0.01% 0.01% 70 +27,511 67.18% Q2 2026 Aug 03, 2026
NewEdge Advisors, LLC History Added to 66,082 2,006 0.01% 0.0% 71 +12,602 23.56% Q2 2026 Aug 12, 2026
Focus Partners Wealth History Added to 65,748 1,997 0.0% 0.0% 72 +17,817 37.17% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History Added to 64,150 1,948 0.0% 0.0% 73 +8,556 15.39% Q2 2026 Aug 27, 2026
World Investment Advisors History No change 80,874 1,937 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 62,238 1,890 0.0% 0.0% 75 +9,653 18.36% Q2 2026 Aug 13, 2026
VectorGlobal IAG, Inc. History No change 78,741 1,886 0.49% 0.49% 76 0 0.0% Q1 2026 Jun 30, 2026
Lido Advisors, LLC History Added to 60,115 1,829 0.0% 0.0% 77 +680 1.14% Q2 2026 Aug 07, 2026
Diametric Capital, LP History New 60,000 1,822 0.19% 78 +60,000 New Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History Added to 59,182 1,797 0.05% 0.04% 79 +11,109 23.11% Q2 2026 Aug 11, 2026
Brookstone Capital Management History Added to 58,120 1,765 0.02% 0.01% 80 +16,061 38.19% Q2 2026 Jul 15, 2026
Centurion Wealth Management LLC History Reduced 57,456 1,744 0.42% 0.43% 81 -22,681 -28.3% Q2 2026 Jul 09, 2026
Essex Financial Services, Inc. History Added to 57,309 1,740 0.09% 0.04% 82 +29,940 109.39% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History New 55,426 1,683 0.0% 83 +55,426 New Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History Added to 54,910 1,667 0.0% 0.0% 84 +31,790 137.5% Q2 2026 Aug 14, 2026
Phoenix Wealth Advisors History Added to 53,028 1,610 0.54% 0.5% 85 +118 0.22% Q2 2026 Jul 31, 2026
Per Stirling Capital Management, LLC. History Added to 52,998 1,609 0.15% 0.08% 86 +23,317 78.56% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History Added to 51,649 1,568 0.01% 0.01% 87 +10,319 24.97% Q2 2026 Aug 13, 2026
Lakeshore Financial Planning, Inc. History New 51,381 1,560 0.5% 89 +51,381 New Q2 2026 Jul 13, 2026
Merit Financial Group, LLC History Added to 51,399 1,560 0.01% 0.01% 88 +14,385 38.86% Q2 2026 Jul 20, 2026
OPPENHEIMER & CO INC History Reduced 50,400 1,530 0.02% 0.01% 90 -25 -0.05% Q2 2026 Aug 03, 2026
AGH Wealth Advisors, LLC History Added to 49,954 1,517 0.96% 0.83% 91 +2,823 5.99% Q2 2026 Jul 22, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 47,744 1,449 0.81% 0.35% 92 +25,595 115.56% Q2 2026 Jul 23, 2026
Concurrent Investment Advisors, LLC History Added to 47,454 1,441 0.01% 0.01% 93 +24,795 109.43% Q2 2026 Jul 27, 2026
Elequin Capital, LP History New 47,347 1,437 0.04% 94 +47,347 New Q2 2026 Aug 13, 2026
Advyzon Investment Management, LLC History Added to 46,258 1,404 0.1% 0.09% 95 +5,439 13.32% Q2 2026 Aug 14, 2026
Dakota Wealth Management History Reduced 46,072 1,399 0.03% 0.02% 96 -895 -1.91% Q2 2026 Aug 07, 2026
Visionary Wealth Advisors History Reduced 44,804 1,360 0.05% 0.06% 97 -10,699 -19.28% Q2 2026 Aug 13, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV History New 44,630 1,355 0.79% 98 +44,630 New Q2 2026 Aug 10, 2026
Arax Advisory Partners History New 42,184 1,281 0.01% 99 +42,184 New Q2 2026 Aug 10, 2026
High Point Wealth Management, LLC History Added to 41,558 1,262 1.03% 0.73% 100 +10,172 32.41% Q2 2026 Jul 20, 2026
Copia Wealth Management History Added to 40,845 1,240 0.74% 0.55% 101 +7,299 21.76% Q2 2026 Aug 17, 2026
Curran Financial Partners, LLC History Added to 39,788 1,208 0.18% 0.14% 102 +6,595 19.87% Q2 2026 Aug 12, 2026
Solutions 4 Wealth, Ltd History Reduced 38,810 1,178 1.52% 1.43% 103 -776 -1.96% Q2 2026 Jul 29, 2026
Fort Point Capital Partners LLC History No change 37,186 1,133 0.08% 0.11% 104 0 0.0% Q2 2026 Aug 14, 2026
Onyx Bridge Wealth Group LLC History Added to 37,046 1,125 0.1% 0.06% 105 +12,826 52.96% Q2 2026 Jul 23, 2026
SMITH, MOORE & CO. History Added to 36,317 1,102 0.07% 0.05% 106 +10,448 40.39% Q2 2026 Aug 12, 2026
PFG Investments, LLC History Added to 36,172 1,098 0.04% 0.04% 107 +1,641 4.75% Q2 2026 Jul 23, 2026
Sonoma Private Wealth LLC History Added to 34,688 1,053 1.13% 1.02% 108 +114 0.33% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History Added to 34,489 1,047 0.03% 0.03% 109 +1,830 5.6% Q2 2026 Aug 14, 2026
Stonebridge Financial Planning Group, LLC History Added to 33,933 1,030 0.33% 0.3% 110 +160 0.47% Q2 2026 Jul 31, 2026
CoreCap Advisors, LLC History Added to 32,808 996 0.03% 0.03% 111 +1,577 5.05% Q2 2026 Jul 06, 2026
Beacon Pointe Advisors, LLC History Added to 32,761 994 0.0% 0.0% 112 +15,257 87.16% Q2 2026 Aug 18, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 32,632 991 0.0% 0.0% 113 +13,719 72.54% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Added to 32,164 976 0.02% 0.0% 114 +22,929 248.28% Q2 2026 Aug 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 28,546 866 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 28,440 864 0.0% 116 +28,440 New Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 27,803 844 0.05% 0.11% 117 -39,518 -58.7% Q2 2026 Jul 13, 2026
Sigma Planning Corp History New 26,867 816 0.02% 118 +26,867 New Q2 2026 Aug 07, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Reduced 26,817 814 0.33% 0.35% 119 -6,270 -18.95% Q2 2026 Aug 06, 2026
Yukon Wealth Management, Inc. History Reduced 26,709 811 0.23% 0.38% 120 -1 -0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History Added to 26,518 805 0.05% 0.04% 121 +182 0.69% Q2 2026 Aug 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 25,804 783 0.08% 0.07% 122 +998 4.02% Q2 2026 Jul 24, 2026
Greenline Wealth Management LLC History Added to 25,336 769 0.63% 0.46% 124 +8,829 53.49% Q2 2026 Jul 23, 2026
Janney Montgomery Scott LLC History Added to 25,309 769 0.0% 0.0% 123 +7,732 43.99% Q2 2026 Aug 05, 2026
Fiduciary Alliance LLC History New 25,250 766 0.05% 125 +25,250 New Q2 2026 Jul 20, 2026
Savvy Advisors, Inc. History Added to 24,329 738 0.02% 0.01% 126 +2,053 9.22% Q2 2026 Aug 03, 2026
SBI Securities Co., Ltd. History Added to 23,626 717 0.02% 0.01% 127 +15,188 180.0% Q2 2026 Jul 22, 2026
Archford Capital Strategies, LLC History Added to 23,233 705 0.07% 0.06% 128 +1,286 5.86% Q2 2026 Jul 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 22,921 696 0.0% 0.0% 129 +14,925 186.66% Q2 2026 Aug 07, 2026
WCG Wealth Advisors LLC History New 22,879 694 0.02% 130 +22,879 New Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History Added to 22,502 683 0.01% 0.01% 131 +7,714 52.16% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History Added to 22,299 677 0.0% 0.0% 132 +10,981 97.02% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History Added to 21,949 666 0.01% 0.01% 133 +1,980 9.92% Q2 2026 Jul 20, 2026
ALTFEST L J & CO INC History Reduced 21,377 649 0.06% 0.07% 134 -4,667 -17.92% Q2 2026 Jul 30, 2026
Pathstone Holdings, LLC History New 21,242 645 0.0% 135 +21,242 New Q2 2026 Aug 13, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 21,011 638 0.99% 0.32% 136 +12,574 149.03% Q2 2026 Aug 11, 2026
&PARTNERS History Reduced 20,963 636 0.0% 0.0% 137 -709 -3.27% Q2 2026 Aug 14, 2026
Brookwood Investment Group LLC History Added to 20,781 631 0.07% 0.06% 138 +249 1.21% Q2 2026 Jul 23, 2026
Sound Financial Strategies Group, LLC History Added to 20,605 625 0.4% 0.33% 139 +215 1.05% Q2 2026 Aug 10, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 20,473 621 0.03% 140 +20,473 New Q2 2026 Aug 14, 2026
Mariner, LLC History Reduced 20,061 609 0.0% 0.01% 141 -220,365 -91.66% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 20,010 607 0.03% 0.02% 142 +680 3.52% Q2 2026 Jul 23, 2026
APS Management Group, Inc. History Reduced 19,403 589 0.45% 0.48% 143 -4,068 -17.33% Q2 2026 Jul 10, 2026
American Institute for Advanced Investment Management, LLP History New 19,100 580 0.34% 144 +19,100 New Q2 2026 Jul 21, 2026
Integrated Wealth Concepts LLC History Added to 19,091 579 0.0% 0.0% 145 +4,034 26.79% Q2 2026 Sep 08, 2026
INTEGRITY ALLIANCE, LLC. History Added to 18,380 558 0.02% 0.01% 146 +7,937 76.0% Q2 2026 Jul 31, 2026
Financial Partners Group, Inc History New 18,197 552 0.06% 147 +18,197 New Q2 2026 Jul 23, 2026
Ameritas Advisory Services, LLC History New 18,053 548 0.01% 148 +18,053 New Q2 2026 Aug 14, 2026
First International Bank of Israel Ltd. History New 17,773 539 0.15% 149 +17,773 New Q2 2026 Aug 12, 2026
Meridian Wealth Management, LLC History Reduced 17,721 538 0.02% 0.01% 150 -109 -0.61% Q2 2026 Aug 05, 2026
Winthrop Capital Management, LLC History Added to 17,643 536 0.13% 0.09% 151 +3,591 25.56% Q2 2026 Aug 13, 2026
Bryant Woods Investment Advisors, LLC History Added to 17,035 517 0.14% 0.14% 152 +902 5.59% Q2 2026 Jul 22, 2026
Almanack Investment Partners, LLC. History New 17,008 516 0.07% 153 +17,008 New Q2 2026 Jul 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 17,145 505 0.03% 0.01% 154 +8,230 92.32% Q2 2026 Jul 22, 2026
Ausdal Financial Partners, Inc. History Added to 16,572 503 0.02% 0.02% 155 +650 4.08% Q2 2026 Aug 14, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 16,553 502 0.08% 0.06% 157 +5,338 47.6% Q2 2026 Aug 10, 2026
Avior Wealth Management, LLC History Reduced 16,546 502 0.01% 0.01% 156 -2,127 -11.39% Q2 2026 Jul 07, 2026
Klingman & Associates, LLC History No change 16,414 498 0.02% 0.02% 158 0 0.0% Q2 2026 Jul 29, 2026
Maridea Wealth Management LLC History New 16,305 495 0.05% 159 +16,305 New Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History Added to 15,664 475 0.0% 0.0% 160 +11,669 292.09% Q2 2026 Aug 13, 2026
Keystone Financial Group History Added to 15,672 475 0.03% 0.02% 161 +2,342 17.57% Q2 2026 Jul 29, 2026
Spire Wealth Management History Reduced 14,773 448 0.01% 0.01% 162 -300 -1.99% Q2 2026 Jul 15, 2026
CIBC WORLD MARKET INC. History Added to 14,307 434 0.0% 0.0% 163 +650 4.76% Q2 2026 Aug 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 14,190 430 0.01% 0.01% 164 -2,134 -13.07% Q2 2026 Aug 10, 2026
AdvisorNet Financial, Inc History Added to 13,905 422 0.02% 0.01% 165 +2,310 19.92% Q2 2026 Jul 23, 2026
HRT FINANCIAL LP History New 13,851 420 0.0% 166 +13,851 New Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Added to 13,744 417 0.0% 0.0% 167 +1,589 13.07% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History Added to 13,721 416 0.01% 0.01% 168 +2,526 22.56% Q2 2026 Aug 13, 2026
MONEY CONCEPTS CAPITAL CORP History New 13,695 415 0.02% 169 +13,695 New Q2 2026 Aug 04, 2026
Legacies Wealth LLC History New 13,518 410 0.22% 170 +13,518 New Q2 2026 Jul 22, 2026
Garden State Investment Advisory Services LLC History Added to 13,370 407 0.07% 0.06% 171 +2,462 22.57% Q2 2026 Aug 11, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 13,217 401 0.05% 172 +13,217 New Q2 2026 Jul 24, 2026
Cerity Partners LLC History Added to 12,877 391 0.0% 0.0% 173 +3,694 40.23% Q2 2026 Aug 14, 2026
WESPAC Advisors SoCal, LLC History Added to 12,834 389 0.07% 0.05% 174 +2,227 21.0% Q2 2026 Jul 16, 2026
Investment Partners Asset Management, Inc. History Added to 12,768 387 0.22% 0.13% 175 +3,727 41.22% Q2 2026 Jul 24, 2026
WealthCare Investment Partners, LLC History No change 12,472 378 0.09% 0.08% 176 0 0.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History Added to 12,142 368 0.01% 0.01% 177 +2,533 26.36% Q2 2026 Aug 07, 2026
Milestone Asset Management Group, LLC History No change 12,020 365 0.18% 0.17% 178 0 0.0% Q2 2026 Jul 30, 2026
GeoWealth Management, LLC History Reduced 11,881 360 0.01% 0.01% 179 -460 -3.73% Q2 2026 Jul 30, 2026
TRUIST FINANCIAL CORP History New 11,379 345 0.0% 180 +11,379 New Q2 2026 Jul 28, 2026
MWA Asset Management History Reduced 11,318 343 0.16% 0.16% 181 -1,125 -9.04% Q2 2026 Jul 31, 2026
CARLSON FINANCIAL, INC. History Added to 11,274 342 0.17% 0.14% 182 +1,154 11.4% Q2 2026 Aug 24, 2026
Belpointe Asset Management LLC History New 11,155 338 0.01% 183 +11,155 New Q2 2026 Jul 31, 2026
Laurel Wealth Advisors LLC History New 11,048 335 0.03% 184 +11,048 New Q2 2026 Jul 17, 2026
FRANKLIN RESOURCES INC History Added to 10,732 325 0.0% 0.0% 185 +1,029 10.6% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 10,550 320 0.01% 0.01% 186 +1,644 18.46% Q2 2026 Aug 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 10,837 316 0.0% 0.0% 187 -1,285 -10.6% Q2 2026 Jul 15, 2026
Archvest Wealth Advisors, Inc. History New 10,391 315 0.18% 188 +10,391 New Q2 2026 Jul 27, 2026
Intrepid Financial Planning Group LLC History New 10,077 306 0.1% 189 +10,077 New Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Added to 9,839 298 0.0% 0.0% 190 +9,677 5973.46% Q2 2026 Aug 05, 2026
J. Mark Nickell & Co. History Reduced 9,699 294 0.23% 0.35% 191 -4,516 -31.77% Q2 2026 Aug 11, 2026
PRIVATE CLIENT SERVICES, LLC History New 9,663 293 0.08% 192 +9,663 New Q2 2026 Jul 06, 2026
Kropog Financial Group, LLC History New 9,565 290 0.2% 193 +9,565 New Q2 2026 Aug 06, 2026
Strategic Blueprint, LLC History New 9,407 285 0.01% 194 +9,407 New Q2 2026 Jul 23, 2026
Fortune Financial Group, Inc. History New 9,404 285 0.22% 195 +9,404 New Q2 2026 Jul 24, 2026
Wealthspire Advisors, LLC History New 9,218 279 0.0% 196 +9,218 New Q2 2026 Aug 11, 2026
AlTi Global, Inc. History New 9,147 278 0.01% 197 +9,147 New Q2 2026 Aug 05, 2026
Quadrant Private Wealth Management, LLC History New 9,087 276 0.06% 198 +9,087 New Q2 2026 Jul 30, 2026
Jacobi Capital Management LLC History Reduced 9,041 274 0.01% 0.01% 199 -400 -4.24% Q2 2026 Jul 31, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 8,847 268 0.04% 0.04% 200 +14 0.16% Q2 2026 Jul 15, 2026
Allworth Financial LP History Added to 8,795 267 0.0% 0.0% 201 +5,654 180.01% Q2 2026 Aug 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 8,663 263 0.0% 202 +8,663 New Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History Added to 8,656 262 0.0% 0.0% 203 +130 1.52% Q2 2026 Jul 15, 2026
BAM Wealth Management, LLC History Reduced 8,635 262 0.16% 0.16% 204 -57 -0.66% Q2 2026 Jul 14, 2026
IMC-Chicago, LLC History New 8,556 259 0.0% 205 +8,556 New Q2 2026 Aug 06, 2026
MONECO ADVISORS, LLC History New 8,488 257 0.02% 206 +8,488 New Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 8,447 256 0.01% 207 +8,447 New Q2 2026 Jul 22, 2026
Bright Futures Wealth Management, LLC. History New 8,436 256 0.17% 208 +8,436 New Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 8,410 255 0.0% 0.0% 209 -3,222 -27.7% Q2 2026 Aug 19, 2026
Core Wealth Partners LLC History New 8,105 246 0.1% 210 +8,105 New Q2 2026 Jul 17, 2026
1900 WEALTH MANAGEMENT LLC History New 8,028 243 0.01% 211 +8,028 New Q2 2026 Aug 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 7,973 242 0.0% 212 +7,973 New Q2 2026 Jul 28, 2026
GWN SECURITIES INC. History New 7,958 241 0.04% 213 +7,958 New Q2 2026 Aug 05, 2026
Everstar Asset Management, LLC History New 7,831 237 0.11% 214 +7,831 New Q2 2026 Aug 03, 2026
Bauman Advisory Group, LLC History New 7,654 232 0.12% 215 +7,654 New Q2 2026 Aug 04, 2026
RPS ADVISORY SOLUTIONS LLC History New 7,415 225 0.15% 216 +7,415 New Q2 2026 Aug 11, 2026
Wealth Management Associates, Inc. History New 7,405 224 0.06% 218 +7,405 New Q2 2026 Jul 21, 2026
Beacon Capital Management, LLC History New 7,389 224 0.03% 217 +7,389 New Q2 2026 Jul 29, 2026
PRIVATE TRUST CO NA History Added to 7,249 220 0.02% 0.01% 219 +1,500 26.09% Q2 2026 Jul 28, 2026
Betterment LLC History New 7,211 219 0.0% 220 +7,211 New Q2 2026 Aug 14, 2026
Elm3 Financial Group, LLC History New 6,932 210 0.14% 221 +6,932 New Q2 2026 Jul 29, 2026
Horizon Wealth Management, LLC History New 6,671 202 0.03% 222 +6,671 New Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History New 5,942 180 0.0% 223 +5,942 New Q2 2026 Aug 06, 2026
FMR LLC History Added to 4,385 133 0.0% 0.0% 224 +2,955 206.64% Q2 2026 Aug 13, 2026
Forum Finance Group S.A. History Added to 5,365 132 0.05% 0.04% 225 +1,780 49.65% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 4,290 130 0.0% 0.0% 226 +1,681 64.43% Q2 2026 Jul 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 4,084 124 0.0% 0.0% 227 +37 0.91% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 3,924 119 0.0% 0.0% 228 +570 16.99% Q2 2026 Aug 10, 2026
Key FInancial Inc History No change 3,854 117 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 24, 2026
Persistent Asset Partners Ltd History New 3,689 112 0.03% 230 +3,689 New Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 3,509 106 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 05, 2026
Aptus Capital Advisors, LLC History Added to 3,369 102 0.0% 0.0% 232 +1 0.03% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History New 3,256 98 0.01% 234 +3,256 New Q2 2026 Aug 13, 2026
BARCLAYS PLC History New 3,230 98 0.0% 233 +3,230 New Q2 2026 Aug 14, 2026
Advisors Preferred, LLC History New 3,386 96 0.01% 235 +3,386 New Q2 2026 Aug 11, 2026
Manchester Capital Management LLC History No change 3,000 91 0.01% 0.01% 236 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History New 2,892 87 0.01% 237 +2,892 New Q2 2026 Aug 06, 2026
CENTRAL TRUST Co History Added to 2,494 75 0.0% 0.0% 238 +44 1.8% Q2 2026 Jul 31, 2026
LANARK FINANCIAL, INC. History Added to 2,396 72 0.0% 0.0% 239 +1,799 301.34% Q2 2026 Jul 21, 2026
IFG Advisory, LLC History New 2,323 70 0.0% 240 +2,323 New Q2 2026 Aug 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 2,233 67 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 05, 2026
Glassman Wealth Services History No change 2,136 64 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 2,073 62 0.04% 0.03% 244 +300 16.92% Q2 2026 Jul 21, 2026
Sunbelt Securities, Inc. History No change 2,629 62 0.0% 0.0% 243 0 0.0% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 1,913 58 0.0% 0.0% 245 +1,856 3256.14% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History New 1,784 54 0.0% 247 +1,784 New Q2 2026 Jul 24, 2026
WPG Advisers, LLC History No change 1,797 54 0.03% 0.03% 246 0 0.0% Q2 2026 Aug 05, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 1,600 48 0.03% 0.02% 248 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History Added to 1,295 39 0.0% 0.0% 249 +627 93.86% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History New 1,104 33 0.0% 250 +1,104 New Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History New 900 27 0.0% 252 +900 New Q2 2026 Aug 06, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 900 27 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 14, 2026
Gen-Wealth Partners Inc History New 810 24 0.01% 255 +810 New Q2 2026 Aug 10, 2026
ADIRONDACK TRUST CO History Reduced 818 24 0.01% 0.01% 253 -32 -3.76% Q2 2026 Jul 16, 2026
Triumph Capital Management History No change 801 24 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 20, 2026
Quantum Portfolio Management LLC History New 775 23 0.01% 256 +775 New Q2 2026 Aug 14, 2026
Index Technologies Group LLC History New 775 23 0.02% 257 +775 New Q2 2026 Aug 14, 2026
1 NORTH WEALTH SERVICES LLC History No change 750 22 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History New 696 21 0.0% 259 +696 New Q2 2026 Jul 30, 2026
GROUP ONE TRADING LLC History Reduced 685 20 0.0% 0.0% 261 -4,967 -87.88% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 688 20 0.0% 0.0% 260 +137 24.86% Q2 2026 Jul 28, 2026
Chung Wu Investment Group, LLC History Added to 630 19 0.01% 0.01% 263 +300 90.91% Q2 2026 Jul 31, 2026
Golden State Wealth Management, LLC History Reduced 657 19 0.0% 0.0% 262 -80 -10.85% Q2 2026 Jul 22, 2026
Realta Investment Advisors History New 535 16 0.0% 267 +535 New Q2 2026 Jul 20, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 553 16 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 07, 2026
CWM, LLC History No change 669 16 0.0% 0.0% 265 0 0.0% Q1 2026 May 14, 2026
Lavaca Capital LLC History No change 557 16 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 500 15 0.01% 269 +500 New Q2 2026 Aug 13, 2026
Tanglewood Legacy Advisors, LLC History Added to 520 15 0.0% 0.0% 268 +432 490.91% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 405 12 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 14, 2026
PFS Partners, LLC History No change 381 11 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 20, 2026
Elevated Capital Advisors, LLC History No change 341 10 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 03, 2026
Geneos Wealth Management Inc. History New 323 9 0.0% 273 +323 New Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History New 290 8 0.0% 276 +290 New Q2 2026 Aug 14, 2026
Darwin Wealth Management, LLC History Reduced 271 8 0.0% 0.0% 274 -150 -35.63% Q2 2026 Jul 21, 2026
BlackRock, Inc. History No change 265 8 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 250 7 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History New 225 6 0.0% 280 +225 New Q2 2026 Jul 09, 2026
AMERIFLEX GROUP, INC. History New 221 6 0.0% 279 +221 New Q2 2026 Aug 13, 2026
Ascentis Wealth Management, LLC History Reduced 217 6 0.0% 0.0% 278 -28 -11.43% Q2 2026 Jul 30, 2026
SHP Wealth Management History New 165 5 0.0% 282 +165 New Q2 2026 Aug 11, 2026
Harborfront Financial Group LLC History New 165 5 0.02% 283 +165 New Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 190 5 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 23, 2026
Ritter Daniher Financial Advisory LLC / DE History New 155 4 0.0% 285 +155 New Q2 2026 Jul 14, 2026
Vermillion Wealth Management, Inc. History New 133 4 0.0% 284 +133 New Q2 2026 Jul 15, 2026
TD Waterhouse Canada Inc. History New 126 3 0.0% 289 +126 New Q2 2026 Jul 27, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History New 100 3 0.0% 288 +100 New Q2 2026 Aug 03, 2026
Signature Equity Partners, LLC History Added to 118 3 0.0% 287 +78 195.0% Q2 2026 Jul 30, 2026
Private Wealth Management Group, LLC History No change 125 3 0.0% 0.0% 286 0 0.0% Q2 2026 Jul 27, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History New 79 2 0.0% 292 +79 New Q2 2026 Sep 18, 2026
Financial Management Professionals, Inc. History No change 95 2 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 09, 2026
Richard W. Paul & Associates, LLC History No change 83 2 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 10, 2026
Institute for Wealth Management, LLC. History New 59 1 0.0% 293 +59 New Q2 2026 Jul 28, 2026
Silver Grove Financial Group, Inc. History New 36 1 0.0% 294 +36 New Q2 2026 Aug 13, 2026
Ascentis Independent Advisors History Closed out 0 0 0.11% -58,466 -100.0% Q2 2026 Aug 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Closed out 0 0 0.0% -53,618 -100.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 0.01% -53,383 -100.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -40,619 -100.0% Q2 2026 Aug 14, 2026
Belvedere Trading LLC History Closed out 0 0 0.0% -13,994 -100.0% Q2 2026 Jul 31, 2026
Sovran Advisors, LLC History Closed out 0 0 0.02% -10,462 -100.0% Q2 2026 Jul 29, 2026