Global X Funds - DTCR
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 | 4,805,194 | 115,132 | 0.01% | 0.01% | 1 | +849,260 | 21.47% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,053,464 | 73,161 | 0.02% | 0.01% | 2 | +1,348,937 | 79.14% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,422,103 | 58,033 | 0.0% | 0.0% | 3 | +551,580 | 29.49% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,711,095 | 40,997 | 0.01% | 0.0% | 4 | +558,123 | 48.41% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 1,186,091 | 28,418 | 0.0% | 0.0% | 5 | +793,348 | 202.0% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 800,599 | 19,182 | 0.02% | 0.01% | 6 | +183,590 | 29.75% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 731,643 | 17,530 | 0.01% | 0.01% | 7 | +198,275 | 37.17% | Q1 2026 | May 07, 2026 |
| Hedeker Wealth, LLC | History | Added to | 591,283 | 14,167 | 2.99% | 2.5% | 8 | +26,393 | 4.67% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 487,877 | 11,689 | 0.01% | 0.01% | 9 | +68,016 | 16.2% | Q1 2026 | May 13, 2026 |
| Foguth Wealth Management, LLC. | History | Reduced | 333,882 | 10,547 | 1.23% | 1.15% | 10 | -2,807 | -0.83% | Q1 2026 | Jun 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 369,736 | 8,858 | 0.0% | 0.0% | 11 | +132,769 | 56.03% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 367,199 | 8,798 | 0.0% | 0.0% | 12 | +135,988 | 58.82% | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | New | 344,292 | 8,249 | 2.86% | — | 13 | +344,292 | New | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 341,012 | 8,170 | 0.0% | 0.0% | 14 | +182,548 | 115.2% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 312,870 | 7,496 | 0.01% | 0.01% | 15 | +45,590 | 17.06% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 280,845 | 6,729 | 0.03% | 0.02% | 16 | +77,416 | 38.06% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 263,100 | 6,303 | 0.0% | 0.02% | 17 | -6,000 | -2.23% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 240,426 | 5,760 | 0.01% | 0.01% | 18 | +23,384 | 10.77% | Q1 2026 | May 13, 2026 |
| POTENTIA WEALTH | History | Reduced | 213,932 | 5,125 | 1.98% | 1.78% | 19 | -15,804 | -6.88% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 211,853 | 5,075 | 0.01% | 0.01% | 20 | +94,987 | 81.28% | Q1 2026 | May 04, 2026 |
| S. R. Schill & Associates | History | New | 189,840 | 4,548 | 3.07% | — | 21 | +189,840 | New | Q1 2026 | May 01, 2026 |
| Eagle Strategies LLC | History | Added to | 180,843 | 4,332 | 0.52% | 0.05% | 22 | +160,960 | 809.54% | Q1 2026 | Apr 20, 2026 |
| Financial Freedom, LLC | History | Added to | 167,193 | 4,005 | 1.99% | 1.71% | 23 | +3,671 | 2.24% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 157,316 | 3,769 | 0.04% | 0.04% | 24 | +1,152 | 0.74% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 139,055 | 3,331 | 0.01% | 0.0% | 25 | +109,440 | 369.54% | Q1 2026 | Apr 30, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 98,007 | 2,882 | 1.58% | 1.39% | 26 | -15,476 | -13.64% | Q1 2026 | May 14, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 119,702 | 2,868 | 0.81% | 0.59% | 27 | +1,811 | 1.54% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 117,541 | 2,816 | 0.0% | 0.0% | 28 | +42,041 | 55.68% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 115,315 | 2,763 | 0.02% | 0.03% | 29 | -49,804 | -30.16% | Q1 2026 | Apr 07, 2026 |
| Great Diamond Partners, LLC | History | New | 107,592 | 2,577 | 0.5% | — | 30 | +107,592 | New | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 100,070 | 2,397 | 0.05% | 0.04% | 31 | +10,895 | 12.22% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 93,667 | 2,244 | 0.26% | 0.18% | 32 | +18,686 | 24.92% | Q1 2026 | Apr 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 96,179 | 2,217 | 0.14% | 0.11% | 33 | -13,859 | -12.59% | Q1 2026 | Apr 24, 2026 |
| Paller Financial Services Inc | History | Added to | 89,636 | 2,147 | 1.78% | 1.51% | 34 | +380 | 0.43% | Q1 2026 | Apr 28, 2026 |
| Banco Santander, S.A. | History | No change | 88,227 | 2,113 | 0.02% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 86,175 | 2,064 | 2.5% | 2.08% | 36 | -126 | -0.15% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 85,860 | 2,057 | 0.01% | 0.0% | 37 | +4,073 | 4.98% | Q1 2026 | Apr 30, 2026 |
| Sage Capital Management, LLC | History | Reduced | 84,090 | 2,014 | 0.95% | 0.9% | 38 | -8,533 | -9.21% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 83,004 | 1,988 | 0.0% | 0.0% | 39 | +7,210 | 9.51% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 80,874 | 1,937 | 0.03% | 0.03% | 40 | -622 | -0.76% | Q1 2026 | Apr 27, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 80,137 | 1,920 | 0.43% | 1.37% | 41 | -216,719 | -73.0% | Q1 2026 | Apr 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 77,906 | 1,866 | 0.04% | 0.03% | 42 | +23,576 | 43.39% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 75,101 | 1,799 | 0.02% | — | 43 | +75,101 | New | Q1 2026 | May 12, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 72,473 | 1,736 | 0.63% | 0.55% | 44 | +3,040 | 4.38% | Q1 2026 | May 14, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 70,253 | 1,683 | 0.62% | 0.63% | 45 | -12,758 | -15.37% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 69,006 | 1,653 | 0.03% | 0.03% | 46 | +1,332 | 1.97% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 68,895 | 1,650 | 0.0% | 0.0% | 47 | -88,887 | -56.34% | Q1 2026 | Apr 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 67,321 | 1,613 | 0.11% | 0.07% | 48 | +18,767 | 38.65% | Q1 2026 | Apr 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 65,851 | 1,577 | 0.03% | 0.03% | 49 | -819 | -1.23% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 74,366 | 1,569 | 0.01% | 0.0% | 50 | +56,083 | 306.75% | Q1 2026 | May 15, 2026 |
| Premier Private Wealth Management LLC | History | New | 64,848 | 1,553 | 1.64% | — | 51 | +64,848 | New | Q1 2026 | May 07, 2026 |
| VestGen Advisors, LLC | History | New | 48,073 | 1,458 | 0.04% | — | 52 | +48,073 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 59,435 | 1,424 | 0.0% | 0.0% | 53 | -12,873 | -17.8% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 58,466 | 1,400 | 0.11% | — | 54 | +58,466 | New | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | New | 55,594 | 1,332 | 0.0% | — | 55 | +55,594 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 55,503 | 1,329 | 0.06% | 0.09% | 56 | -39,321 | -41.47% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 53,618 | 1,284 | 0.0% | — | 57 | +53,618 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 53,480 | 1,281 | 0.0% | 0.0% | 58 | +8,245 | 18.23% | Q1 2026 | Jun 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 53,383 | 1,279 | 0.01% | 0.01% | 59 | +11,998 | 28.99% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 52,899 | 1,267 | 0.0% | — | 61 | +52,899 | New | Q1 2026 | May 15, 2026 |
| Phoenix Wealth Advisors | History | Added to | 52,910 | 1,267 | 0.5% | 0.43% | 60 | +15 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 52,585 | 1,259 | 0.0% | 0.0% | 62 | +4,076 | 8.4% | Q1 2026 | May 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 51,433 | 1,232 | 0.07% | — | 63 | +51,433 | New | Q1 2026 | Apr 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 50,911 | 1,219 | 0.0% | 0.0% | 64 | -10,275 | -16.79% | Q1 2026 | May 13, 2026 |
| ORG Partners LLC | History | No change | 57,608 | 1,215 | 0.21% | 0.21% | 65 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 50,425 | 1,208 | 0.01% | 0.02% | 66 | -100 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 49,971 | 1,197 | 0.5% | 0.32% | 67 | +17,737 | 55.03% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Wealth | History | Added to | 47,931 | 1,153 | 0.0% | 0.0% | 68 | +10,171 | 26.94% | Q1 2026 | May 14, 2026 |
| AGH Wealth Advisors, LLC | History | New | 47,131 | 1,129 | 0.83% | — | 69 | +47,131 | New | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Added to | 46,967 | 1,125 | 0.02% | 0.01% | 70 | +12,336 | 35.62% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,945 | 1,118 | 0.01% | 0.01% | 71 | +2,045 | 4.66% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 46,557 | 1,115 | 0.0% | 0.0% | 72 | +3,420 | 7.93% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 48,269 | 1,113 | 0.0% | 0.0% | 73 | +46,315 | 2370.27% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 45,537 | 1,091 | 0.0% | 0.0% | 74 | -198,863 | -81.37% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 43,578 | 1,044 | 0.04% | 0.0% | 75 | +9,983 | 29.72% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | New | 42,059 | 1,007 | 0.01% | — | 76 | +42,059 | New | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 41,330 | 990 | 0.01% | 0.0% | 77 | +9,323 | 29.13% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 40,951 | 981 | 0.01% | 0.0% | 78 | +16,767 | 69.33% | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 40,819 | 978 | 0.09% | 0.04% | 79 | +23,967 | 142.22% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 40,619 | 973 | 0.0% | — | 80 | +40,619 | New | Q1 2026 | May 15, 2026 |
| Solutions 4 Wealth, Ltd | History | New | 39,586 | 948 | 1.43% | — | 81 | +39,586 | New | Q1 2026 | May 05, 2026 |
| Fort Point Capital Partners LLC | History | No change | 37,186 | 890 | 0.11% | 0.1% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | New | 37,014 | 886 | 0.01% | — | 83 | +37,014 | New | Q1 2026 | Apr 15, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 34,574 | 828 | 1.02% | 0.91% | 84 | -1,294 | -3.61% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 34,531 | 827 | 0.04% | 0.01% | 85 | +23,381 | 209.7% | Q1 2026 | Apr 27, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 33,773 | 809 | 0.3% | 0.16% | 86 | +12,302 | 57.3% | Q1 2026 | May 08, 2026 |
| Copia Wealth Management | History | Added to | 33,546 | 803 | 0.55% | 0.15% | 87 | +23,918 | 248.42% | Q1 2026 | May 04, 2026 |
| Curran Financial Partners, LLC | History | Added to | 33,193 | 795 | 0.14% | 0.1% | 88 | +8,940 | 36.86% | Q1 2026 | Apr 15, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 33,087 | 792 | 0.35% | 0.28% | 89 | +2,411 | 7.86% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 32,659 | 782 | 0.03% | 0.03% | 90 | +178 | 0.55% | Q1 2026 | May 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,339 | 774 | 0.0% | 0.0% | 91 | -75,715 | -70.07% | Q1 2026 | May 15, 2026 |
| High Point Wealth Management, LLC | History | Added to | 31,386 | 752 | 0.73% | 0.33% | 92 | +14,682 | 87.9% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 31,231 | 748 | 0.03% | 0.0% | 93 | +31,063 | 18489.88% | Q1 2026 | Apr 07, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 29,681 | 711 | 0.08% | — | 94 | +29,681 | New | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 28,546 | 683 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 27,369 | 655 | 0.04% | 0.02% | 96 | +9,095 | 49.77% | Q1 2026 | Apr 24, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 26,710 | 639 | 0.38% | 0.36% | 97 | +833 | 3.22% | Q1 2026 | Apr 30, 2026 |
| Keel Point, LLC | History | New | 26,336 | 631 | 0.04% | — | 98 | +26,336 | New | Q1 2026 | May 29, 2026 |
| ALTFEST L J & CO INC | History | No change | 26,044 | 624 | 0.07% | 0.06% | 99 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SMITH, MOORE & CO. | History | Added to | 25,869 | 619 | 0.05% | 0.02% | 100 | +15,522 | 150.01% | Q1 2026 | May 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 24,806 | 594 | 0.07% | 0.04% | 101 | +7,479 | 43.16% | Q1 2026 | Apr 24, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 24,220 | 580 | 0.06% | 0.04% | 102 | +7,885 | 48.27% | Q1 2026 | Apr 22, 2026 |
| APS Management Group, Inc. | History | Reduced | 23,471 | 562 | 0.48% | 0.45% | 103 | -1,263 | -5.11% | Q1 2026 | Apr 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 23,120 | 553 | 0.0% | — | 104 | +23,120 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 22,659 | 542 | 0.01% | — | 105 | +22,659 | New | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 22,276 | 533 | 0.01% | 0.02% | 106 | +223 | 1.01% | Q1 2026 | May 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 22,149 | 530 | 0.35% | 0.2% | 107 | +7,924 | 55.7% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 21,947 | 525 | 0.06% | 0.07% | 108 | -7,499 | -25.47% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Reduced | 21,672 | 519 | 0.0% | 0.0% | 109 | -137 | -0.63% | Q1 2026 | May 15, 2026 |
| Ciovacco Capital Management LLC | History | New | 20,604 | 493 | 0.29% | — | 110 | +20,604 | New | Q1 2026 | May 11, 2026 |
| Brookwood Investment Group LLC | History | New | 20,532 | 491 | 0.06% | — | 111 | +20,532 | New | Q1 2026 | May 04, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 20,390 | 488 | 0.33% | 0.66% | 112 | -23,705 | -53.76% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 19,969 | 478 | 0.01% | 0.01% | 113 | -1,128 | -5.35% | Q1 2026 | Apr 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 19,330 | 463 | 0.02% | 0.02% | 114 | +4,931 | 34.25% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,913 | 452 | 0.0% | 0.0% | 115 | +5,996 | 46.42% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 18,673 | 447 | 0.01% | 0.01% | 116 | +783 | 4.38% | Q1 2026 | Apr 09, 2026 |
| Meridian Wealth Management, LLC | History | New | 17,830 | 427 | 0.01% | — | 117 | +17,830 | New | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 17,704 | 424 | 0.01% | — | 118 | +17,704 | New | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Reduced | 17,630 | 422 | 0.01% | 0.03% | 119 | -114,805 | -86.69% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,577 | 421 | 0.0% | 0.0% | 120 | +4,871 | 38.34% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 17,504 | 419 | 0.0% | 0.0% | 121 | +4,504 | 34.65% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | New | 16,507 | 395 | 0.46% | — | 122 | +16,507 | New | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | No change | 16,414 | 393 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 16,324 | 390 | 0.01% | — | 124 | +16,324 | New | Q1 2026 | May 14, 2026 |
| Bryant Woods Investment Advisors, LLC | History | New | 16,133 | 386 | 0.14% | — | 125 | +16,133 | New | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 15,922 | 381 | 0.02% | 0.01% | 126 | +1,104 | 7.45% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 15,073 | 361 | 0.01% | 0.0% | 127 | +8,103 | 116.26% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,057 | 360 | 0.0% | — | 128 | +15,057 | New | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,788 | 354 | 0.01% | 0.01% | 129 | +745 | 5.31% | Q1 2026 | May 18, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 14,215 | 340 | 0.35% | 0.28% | 130 | -138 | -0.96% | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 14,052 | 337 | 0.09% | 0.02% | 131 | +9,121 | 184.97% | Q1 2026 | Apr 28, 2026 |
| Belvedere Trading LLC | History | New | 13,994 | 335 | 0.0% | — | 132 | +13,994 | New | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 13,657 | 327 | 0.0% | 0.0% | 133 | +1,170 | 9.37% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group | History | Added to | 13,330 | 319 | 0.02% | 0.02% | 134 | +676 | 5.34% | Q1 2026 | May 13, 2026 |
| WealthCare Investment Partners, LLC | History | New | 12,472 | 301 | 0.08% | — | 135 | +12,472 | New | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | New | 10,462 | 301 | 0.02% | — | 136 | +10,462 | New | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,122 | 298 | 0.0% | 0.0% | 137 | +648 | 5.65% | Q1 2026 | Apr 08, 2026 |
| MWA Asset Management | History | Added to | 12,443 | 298 | 0.16% | 0.15% | 138 | +35 | 0.28% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 12,341 | 295 | 0.01% | 0.01% | 139 | +74 | 0.6% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,155 | 291 | 0.0% | 0.0% | 140 | +790 | 6.95% | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 12,020 | 288 | 0.17% | 0.14% | 141 | +22 | 0.18% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,632 | 278 | 0.0% | — | 142 | +11,632 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 11,595 | 277 | 0.01% | 0.01% | 143 | +6,145 | 112.75% | Q1 2026 | Apr 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 11,318 | 271 | 0.0% | 0.0% | 144 | +8,501 | 301.77% | Q1 2026 | May 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 11,215 | 268 | 0.06% | — | 146 | +11,215 | New | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | New | 11,195 | 268 | 0.01% | — | 145 | +11,195 | New | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 10,908 | 261 | 0.06% | — | 147 | +10,908 | New | Q1 2026 | May 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 10,607 | 254 | 0.05% | — | 148 | +10,607 | New | Q1 2026 | Apr 15, 2026 |
| GTS SECURITIES LLC | History | Reduced | 10,588 | 253 | 0.01% | 0.1% | 149 | -135,133 | -92.73% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 10,443 | 250 | 0.01% | — | 150 | +10,443 | New | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | New | 9,703 | 232 | 0.0% | — | 151 | +9,703 | New | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | New | 9,609 | 230 | 0.01% | — | 152 | +9,609 | New | Q1 2026 | Apr 21, 2026 |
| Jacobi Capital Management LLC | History | New | 9,441 | 226 | 0.01% | — | 153 | +9,441 | New | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 9,235 | 221 | 0.0% | — | 154 | +9,235 | New | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | New | 9,183 | 220 | 0.0% | — | 155 | +9,183 | New | Q1 2026 | May 15, 2026 |
| Investment Partners Asset Management, Inc. | History | New | 9,041 | 216 | 0.13% | — | 157 | +9,041 | New | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,915 | 216 | 0.01% | 0.01% | 156 | -1,139 | -11.33% | Q1 2026 | May 01, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,906 | 213 | 0.01% | 0.01% | 158 | +3,010 | 51.05% | Q1 2026 | May 18, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 8,833 | 211 | 0.04% | — | 159 | +8,833 | New | Q1 2026 | Apr 15, 2026 |
| BAM Wealth Management, LLC | History | New | 8,692 | 208 | 0.16% | — | 160 | +8,692 | New | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | New | 8,526 | 204 | 0.0% | — | 161 | +8,526 | New | Q1 2026 | Apr 14, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 8,437 | 202 | 0.32% | — | 163 | +8,437 | New | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 8,438 | 202 | 0.01% | 0.0% | 162 | +2,065 | 32.4% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,996 | 191 | 0.0% | 0.0% | 164 | +5,814 | 266.45% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 7,202 | 172 | 0.02% | — | 165 | +7,202 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,749 | 146 | 0.01% | 0.01% | 166 | -179 | -3.02% | Q1 2026 | Apr 30, 2026 |
| GROUP ONE TRADING LLC | History | New | 5,652 | 135 | 0.0% | — | 167 | +5,652 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,047 | 96 | 0.0% | 0.0% | 168 | +1,733 | 74.89% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,995 | 95 | 0.0% | 0.0% | 169 | +2,179 | 119.99% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 3,854 | 92 | 0.02% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,509 | 84 | 0.0% | — | 171 | +3,509 | New | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,354 | 80 | 0.0% | 0.0% | 172 | +500 | 17.52% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,368 | 80 | 0.0% | 0.0% | 173 | +20 | 0.6% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 3,141 | 75 | 0.0% | 0.0% | 174 | +1,743 | 124.68% | Q1 2026 | May 14, 2026 |
| Forum Finance Group S.A. | History | New | 3,585 | 71 | 0.04% | — | 176 | +3,585 | New | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | New | 3,000 | 71 | 0.01% | — | 175 | +3,000 | New | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,609 | 62 | 0.0% | — | 178 | +2,609 | New | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,629 | 62 | 0.0% | 0.0% | 177 | +16 | 0.61% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,896 | 61 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | New | 2,450 | 58 | 0.0% | — | 180 | +2,450 | New | Q1 2026 | Apr 17, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,233 | 53 | 0.04% | 0.03% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Glassman Wealth Services | History | Reduced | 2,136 | 51 | 0.01% | 0.01% | 182 | -2,796 | -56.69% | Q1 2026 | May 04, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 1,600 | 47 | 0.02% | — | 183 | +1,600 | New | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | Added to | 1,797 | 43 | 0.03% | 0.03% | 184 | +25 | 1.41% | Q1 2026 | Apr 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 1,773 | 42 | 0.03% | — | 185 | +1,773 | New | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 1,430 | 34 | 0.0% | 0.0% | 186 | +993 | 227.23% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,074 | 25 | 0.0% | — | 187 | +1,074 | New | Q1 2026 | Apr 23, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 900 | 21 | 0.01% | — | 188 | +900 | New | Q1 2026 | May 08, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 850 | 20 | 0.01% | 0.0% | 189 | +281 | 49.38% | Q1 2026 | Apr 03, 2026 |
| Triumph Capital Management | History | No change | 801 | 19 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | New | 750 | 17 | 0.01% | — | 192 | +750 | New | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 737 | 17 | 0.0% | 0.0% | 191 | +2 | 0.27% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | New | 669 | 16 | 0.0% | — | 194 | +669 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 668 | 16 | 0.0% | 0.0% | 193 | +413 | 161.96% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 597 | 14 | 0.0% | 0.0% | 195 | +280 | 88.33% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 551 | 13 | 0.0% | 0.0% | 196 | -54 | -8.93% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 553 | 13 | 0.0% | 0.0% | 197 | +30 | 5.74% | Q1 2026 | Apr 23, 2026 |
| Lavaca Capital LLC | History | No change | 557 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 450 | 10 | 0.01% | — | 201 | +450 | New | Q1 2026 | May 12, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 421 | 10 | 0.0% | 0.0% | 199 | -271 | -39.16% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 497 | 10 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Synergy Investment Management, LLC | History | New | 405 | 9 | 0.0% | — | 204 | +405 | New | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | New | 381 | 9 | 0.0% | — | 203 | +381 | New | Q1 2026 | Apr 09, 2026 |
| AlphaCore Capital LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 341 | 8 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Chung Wu Investment Group, LLC | History | New | 330 | 7 | 0.01% | — | 206 | +330 | New | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | No change | 265 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 250 | 5 | 0.0% | — | 210 | +250 | New | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | New | 245 | 5 | 0.0% | — | 209 | +245 | New | Q1 2026 | Apr 28, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 225 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 201 | 4 | 0.0% | — | 212 | +201 | New | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 190 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 162 | 3 | 0.0% | 0.0% | 213 | +102 | 170.0% | Q1 2026 | Jun 02, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 88 | 2 | 0.0% | 0.0% | 216 | -7 | -7.37% | Q1 2026 | Apr 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 95 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Planning Group LLC | History | New | 35 | 1 | 0.0% | — | 221 | +35 | New | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 57 | 1 | 0.0% | — | 219 | +30 | 111.11% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 71 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 83 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -179,888 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -48,691 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Alaska Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -46,716 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HERBST GROUP, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -12,221 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,258 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -3,912 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,275 | -100.0% | Q1 2026 | May 06, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -442 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 19, 2026 |
| VANGUARD ADVISERS INC | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 08, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 04, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 22 | 0 | — | — | — | +1 | 4.76% | Q1 2026 | Apr 14, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |