Global X Funds - DTCR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 38 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,955,934 | 83,470 | 0.01% | 0.0% | 1 | +2,819,110 | 247.98% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,870,523 | 39,468 | 0.0% | 0.0% | 2 | +503,311 | 36.81% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,704,527 | 35,965 | 0.01% | 0.01% | 3 | +355,910 | 26.39% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,152,972 | 24,327 | 0.0% | 0.0% | 4 | +623,262 | 117.66% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 617,009 | 13,018 | 0.01% | 0.01% | 5 | +46,011 | 8.06% | Q4 2025 | Feb 06, 2026 |
| Hedeker Wealth, LLC | History | Added to | 564,890 | 11,919 | 2.5% | 2.39% | 6 | +2,399 | 0.43% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 533,368 | 11,254 | 0.01% | 0.0% | 7 | +520,903 | 4178.92% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 419,861 | 8,859 | 0.01% | 0.01% | 8 | -51,549 | -10.94% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 392,743 | 8,286 | 0.0% | 0.0% | 9 | +97,748 | 33.14% | Q4 2025 | Jan 29, 2026 |
| Foguth Wealth Management, LLC. | History | New | 336,689 | 7,390 | 1.15% | — | 10 | +336,689 | New | Q4 2025 | Jan 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 296,856 | 6,263 | 1.37% | 1.35% | 11 | +6,392 | 2.2% | Q4 2025 | Jan 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 269,100 | 5,678 | 0.02% | 0.02% | 12 | +11,000 | 4.26% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 267,280 | 5,641 | 0.01% | 0.0% | 13 | +186,605 | 231.3% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 244,400 | 5,156 | 0.0% | — | 14 | +244,400 | New | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 236,967 | 5,000 | 0.0% | 0.0% | 15 | +34,863 | 17.25% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 231,211 | 4,878 | 0.0% | — | 16 | +231,211 | New | Q4 2025 | Feb 17, 2026 |
| POTENTIA WEALTH | History | Reduced | 229,736 | 4,847 | 1.78% | 1.91% | 17 | -14,081 | -5.78% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 217,042 | 4,579 | 0.01% | 0.0% | 18 | +202,555 | 1398.18% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 203,429 | 4,292 | 0.02% | 0.02% | 19 | +35,644 | 21.24% | Q4 2025 | Feb 17, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 179,888 | 3,790 | 0.29% | 0.28% | 20 | -3,829 | -2.08% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 165,119 | 3,484 | 0.03% | 0.03% | 21 | +7,617 | 4.84% | Q4 2025 | Jan 05, 2026 |
| Financial Freedom, LLC | History | Added to | 163,522 | 3,450 | 1.71% | 1.29% | 22 | +36,714 | 28.95% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 158,464 | 3,343 | 0.0% | 0.0% | 23 | -39,638 | -20.01% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 157,782 | 3,329 | 0.0% | 0.0% | 24 | +26,365 | 20.06% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 156,164 | 3,295 | 0.04% | 0.04% | 25 | +4,349 | 2.86% | Q4 2025 | Jan 20, 2026 |
| GTS SECURITIES LLC | History | Reduced | 145,721 | 3,074 | 0.1% | 0.12% | 26 | -2,594 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | Added to | 132,435 | 2,794 | 0.03% | 0.02% | 27 | +34,628 | 35.4% | Q4 2025 | Feb 17, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 117,891 | 2,487 | 0.59% | 0.59% | 28 | +787 | 0.67% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 116,866 | 2,465 | 0.01% | 0.0% | 29 | +98,259 | 528.08% | Q4 2025 | Feb 13, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 113,483 | 2,394 | 1.39% | 1.06% | 30 | +26,362 | 30.26% | Q4 2025 | Feb 24, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 110,038 | 2,321 | 0.11% | 0.1% | 31 | +19 | 0.02% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 108,054 | 2,279 | 0.0% | — | 32 | +108,054 | New | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 94,824 | 2,000 | 0.09% | 0.1% | 33 | -15,078 | -13.72% | Q4 2025 | Feb 13, 2026 |
| Sage Capital Management, LLC | History | Added to | 92,623 | 1,954 | 0.9% | 0.79% | 34 | +7,248 | 8.49% | Q4 2025 | Jan 15, 2026 |
| Paller Financial Services Inc | History | New | 89,256 | 1,883 | 1.51% | — | 35 | +89,256 | New | Q4 2025 | Jan 15, 2026 |
| Banco Santander, S.A. | History | New | 88,227 | 1,861 | 0.01% | — | 36 | +88,227 | New | Q4 2025 | Feb 13, 2026 |
| Wiser Advisor Group LLC | History | Added to | 86,301 | 1,820 | 2.08% | 2.11% | 37 | +3,446 | 4.16% | Q4 2025 | Feb 09, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 83,011 | 1,751 | 0.63% | 0.58% | 38 | +5,395 | 6.95% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 81,787 | 1,726 | 0.0% | 0.0% | 39 | +18,909 | 30.07% | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | Added to | 81,496 | 1,719 | 0.03% | 0.03% | 40 | +6,653 | 8.89% | Q4 2025 | Mar 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 75,794 | 1,599 | 0.0% | 0.0% | 41 | +26,424 | 53.52% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 75,500 | 1,593 | 0.0% | — | 42 | +75,500 | New | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 74,981 | 1,582 | 0.18% | 0.13% | 43 | +19,933 | 36.21% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | Added to | 72,308 | 1,497 | 0.0% | 0.0% | 44 | +25,811 | 55.51% | Q4 2025 | Feb 10, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 69,433 | 1,465 | 0.55% | 0.62% | 45 | -12,520 | -15.28% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 67,674 | 1,427 | 0.03% | 0.02% | 46 | +12,343 | 22.31% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 66,670 | 1,406 | 0.03% | 0.02% | 47 | +12,209 | 22.42% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 61,186 | 1,291 | 0.0% | 0.0% | 48 | +49,331 | 416.12% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | Reduced | 57,608 | 1,215 | 0.21% | 0.26% | 49 | -12,552 | -17.89% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 54,330 | 1,146 | 0.03% | 0.03% | 50 | -14,247 | -20.78% | Q4 2025 | Feb 13, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 52,895 | 1,116 | 0.43% | 0.42% | 51 | -158 | -0.3% | Q4 2025 | Jan 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 50,525 | 1,066 | 0.02% | 0.01% | 52 | +1,750 | 3.59% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | New | 48,691 | 1,027 | 0.04% | — | 53 | +48,691 | New | Q4 2025 | Jan 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 48,554 | 1,024 | 0.07% | 0.06% | 54 | +5,850 | 13.7% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 48,509 | 1,023 | 0.0% | 0.0% | 55 | +12,381 | 34.27% | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | New | 46,716 | 985 | 0.13% | — | 56 | +46,716 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 45,235 | 954 | 0.0% | 0.0% | 57 | +11,410 | 33.73% | Q4 2025 | Feb 18, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 44,095 | 930 | 0.66% | 0.67% | 58 | -647 | -1.45% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 43,900 | 926 | 0.01% | 0.01% | 59 | -340 | -0.77% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 43,137 | 910 | 0.0% | 0.0% | 60 | +11,593 | 36.75% | Q4 2025 | Mar 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 41,385 | 873 | 0.01% | 0.0% | 61 | +31,532 | 320.02% | Q4 2025 | Feb 12, 2026 |
| Fort Point Capital Partners LLC | History | No change | 37,186 | 873 | 0.1% | 0.09% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 37,760 | 797 | 0.0% | 0.0% | 63 | +8,100 | 27.31% | Q4 2025 | Feb 13, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 35,868 | 756 | 0.91% | 0.86% | 64 | +838 | 2.39% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | New | 34,631 | 730 | 0.01% | — | 65 | +34,631 | New | Q4 2025 | Jan 13, 2026 |
| Western Wealth Management, LLC | History | New | 32,481 | 685 | 0.03% | — | 66 | +32,481 | New | Q4 2025 | Feb 05, 2026 |
| Forefront Wealth Partners, LLC | History | New | 32,234 | 680 | 0.32% | — | 67 | +32,234 | New | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | New | 32,007 | 675 | 0.0% | — | 68 | +32,007 | New | Q4 2025 | Jan 29, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 30,676 | 651 | 0.28% | 0.25% | 69 | +3,325 | 12.16% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,615 | 624 | 0.0% | 0.0% | 70 | +3,205 | 12.14% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 29,446 | 621 | 0.07% | 0.07% | 71 | +652 | 2.26% | Q4 2025 | Jan 15, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 25,877 | 618 | 0.36% | 0.17% | 72 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 28,546 | 602 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALTFEST L J & CO INC | History | No change | 26,044 | 549 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| APS Management Group, Inc. | History | Added to | 24,734 | 521 | 0.45% | 0.45% | 75 | +26 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Curran Financial Partners, LLC | History | Added to | 24,253 | 511 | 0.1% | 0.07% | 76 | +5,880 | 32.0% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Added to | 24,184 | 510 | 0.0% | 0.0% | 77 | +23,874 | 7701.29% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | New | 22,053 | 465 | 0.02% | — | 78 | +22,053 | New | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 21,809 | 460 | 0.0% | 0.0% | 79 | +1,687 | 8.38% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 21,471 | 453 | 0.16% | 0.09% | 80 | +10,027 | 87.62% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 21,097 | 445 | 0.01% | 0.01% | 81 | +667 | 3.26% | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | New | 19,883 | 419 | 0.05% | — | 82 | +19,883 | New | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | New | 18,283 | 385 | 0.0% | — | 84 | +18,283 | New | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 18,274 | 385 | 0.02% | 0.01% | 83 | +7,274 | 66.13% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | New | 17,890 | 377 | 0.01% | — | 85 | +17,890 | New | Q4 2025 | Jan 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 17,327 | 365 | 0.04% | 0.03% | 86 | +6,124 | 54.66% | Q4 2025 | Jan 29, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 16,852 | 355 | 0.04% | 0.06% | 87 | -1,144 | -6.36% | Q4 2025 | Feb 13, 2026 |
| High Point Wealth Management, LLC | History | New | 16,704 | 352 | 0.33% | — | 88 | +16,704 | New | Q4 2025 | Jan 29, 2026 |
| Klingman & Associates, LLC | History | No change | 16,414 | 346 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 16,335 | 344 | 0.04% | — | 90 | +16,335 | New | Q4 2025 | Feb 18, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 14,818 | 312 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 14,399 | 303 | 0.02% | — | 92 | +14,399 | New | Q4 2025 | Jan 26, 2026 |
| J. Mark Nickell & Co. | History | New | 14,353 | 302 | 0.28% | — | 93 | +14,353 | New | Q4 2025 | Feb 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 14,225 | 300 | 0.2% | 0.14% | 94 | +3,575 | 33.57% | Q4 2025 | Jan 22, 2026 |
| Arkadios Wealth Advisors | History | New | 14,043 | 296 | 0.01% | — | 95 | +14,043 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,000 | 274 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,917 | 272 | 0.0% | 0.0% | 97 | +536 | 4.33% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 12,706 | 268 | 0.0% | — | 98 | +12,706 | New | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group | History | Added to | 12,654 | 267 | 0.02% | 0.02% | 99 | +705 | 5.9% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 12,487 | 263 | 0.0% | 0.0% | 100 | +550 | 4.61% | Q4 2025 | Feb 10, 2026 |
| MWA Asset Management | History | Reduced | 12,408 | 261 | 0.15% | 0.16% | 101 | -1,585 | -11.33% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,474 | 259 | 0.0% | — | 102 | +11,474 | New | Q4 2025 | Jan 08, 2026 |
| GeoWealth Management, LLC | History | Reduced | 12,267 | 258 | 0.01% | 0.01% | 103 | -4,232 | -25.65% | Q4 2025 | Feb 17, 2026 |
| HERBST GROUP, LLC | History | Added to | 12,221 | 257 | 0.15% | 0.15% | 104 | +221 | 1.84% | Q4 2025 | Jan 16, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 11,998 | 253 | 0.14% | 0.16% | 105 | -312 | -2.53% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,365 | 239 | 0.0% | 0.0% | 106 | +832 | 7.9% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 11,150 | 235 | 0.01% | 0.01% | 107 | +1,150 | 11.5% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | New | 10,347 | 218 | 0.02% | — | 108 | +10,347 | New | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 10,054 | 212 | 0.01% | 0.01% | 109 | +1 | 0.01% | Q4 2025 | Feb 03, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 10,000 | 211 | 0.02% | — | 110 | +10,000 | New | Q4 2025 | Jan 23, 2026 |
| Copia Wealth Management | History | New | 9,628 | 203 | 0.15% | — | 111 | +9,628 | New | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 6,970 | 147 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 6,373 | 134 | 0.0% | 0.0% | 113 | +377 | 6.29% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6,258 | 132 | 0.01% | — | 114 | +6,258 | New | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,928 | 125 | 0.01% | 0.0% | 115 | +5,105 | 620.29% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 5,896 | 124 | 0.01% | — | 116 | +5,896 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | New | 5,450 | 114 | 0.01% | — | 117 | +5,450 | New | Q4 2025 | Jan 20, 2026 |
| Glassman Wealth Services | History | New | 4,932 | 104 | 0.01% | — | 118 | +4,932 | New | Q4 2025 | Jan 28, 2026 |
| Winthrop Capital Management, LLC | History | New | 4,931 | 104 | 0.02% | — | 119 | +4,931 | New | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 3,912 | 83 | 0.08% | — | 120 | +3,912 | New | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Added to | 3,854 | 81 | 0.01% | 0.0% | 121 | +3,054 | 381.75% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,348 | 70 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 3,275 | 69 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 2,896 | 61 | 0.0% | 0.0% | 124 | +1,196 | 70.35% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,854 | 60 | 0.0% | — | 125 | +2,854 | New | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,817 | 59 | 0.0% | 0.0% | 126 | -43 | -1.5% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,613 | 55 | 0.0% | 0.0% | 127 | +608 | 30.32% | Q4 2025 | Feb 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,314 | 48 | 0.0% | 0.0% | 128 | -542 | -18.98% | Q4 2025 | Feb 09, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 2,233 | 47 | 0.03% | — | 129 | +2,233 | New | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,182 | 46 | 0.0% | 0.0% | 130 | -542 | -19.9% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 1,954 | 41 | 0.0% | — | 131 | +1,954 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,816 | 38 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | No change | 1,772 | 37 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 33,595 | 36 | 0.0% | 0.01% | 134 | +845 | 2.58% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 1,398 | 29 | 0.0% | — | 135 | +1,398 | New | Q4 2025 | Feb 05, 2026 |
| Triumph Capital Management | History | New | 801 | 16 | 0.0% | — | 136 | +801 | New | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 735 | 15 | 0.0% | 0.0% | 137 | -424 | -36.58% | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 692 | 14 | 0.0% | 0.0% | 138 | +120 | 20.98% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 605 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ADIRONDACK TRUST CO | History | No change | 569 | 12 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Lavaca Capital LLC | History | New | 557 | 11 | 0.0% | — | 142 | +557 | New | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 523 | 11 | 0.0% | 0.0% | 141 | +224 | 74.92% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | Added to | 497 | 10 | 0.0% | 0.0% | 143 | +189 | 61.36% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 437 | 9 | 0.0% | 0.0% | 144 | -267 | -37.93% | Q4 2025 | Feb 17, 2026 |
| Strategic Advocates LLC | History | No change | 442 | 9 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | New | 400 | 8 | 0.0% | — | 146 | +400 | New | Q4 2025 | Feb 05, 2026 |
| Elevated Capital Advisors, LLC | History | New | 341 | 7 | 0.0% | — | 147 | +341 | New | Q4 2025 | Jan 27, 2026 |
| NBC SECURITIES, INC. | History | No change | 317 | 6 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | New | 265 | 5 | 0.0% | — | 151 | +265 | New | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | New | 255 | 5 | 0.0% | — | 150 | +255 | New | Q4 2025 | Feb 17, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 225 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 190 | 4 | 0.0% | — | 152 | +190 | New | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 168 | 3 | 0.0% | 0.0% | 153 | -4,492 | -96.39% | Q4 2025 | Jan 13, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 95 | 2 | 0.0% | 0.0% | 155 | -55 | -36.67% | Q4 2025 | Jan 27, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 95 | 2 | 0.0% | 0.0% | 156 | +44 | 86.27% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 83 | 1 | 0.0% | 0.0% | 160 | -110 | -56.99% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 71 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -93,694 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -28,357 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -25,681 | -100.0% | Q3 2025 | Oct 21, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,820 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.15% | — | -15,434 | -100.0% | Q3 2025 | Dec 16, 2025 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,283 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -11,418 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Golden State Equity Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -10,692 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 1 | 0 | — | 0.0% | — | -2,498 | -99.96% | Q4 2025 | Jan 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,320 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Laurel Wealth Advisors LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strive Financial Group ,LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Archer Investment Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |