Destiny Tech100 Inc. - DXYZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| J. Goldman & Co LP | History | New | 1,696,549 | 43,703 | 1.13% | — | 1 | +1,696,549 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,402,762 | 36,135 | 0.0% | — | 2 | +1,402,762 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 907,197 | 23,369 | 0.0% | 0.0% | 3 | +683,350 | 305.28% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 786,885 | 20,270 | 0.0% | — | 4 | +786,885 | New | Q2 2026 | Sep 02, 2026 |
| Saba Capital Management, L.P. | History | New | 644,280 | 16,596 | 0.43% | — | 5 | +644,280 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 550,249 | 14,174 | 0.01% | — | 6 | +550,249 | New | Q2 2026 | Aug 07, 2026 |
| Anson Funds Management LP | History | New | 323,199 | 8,325 | 0.49% | — | 7 | +323,199 | New | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 316,100 | 8,142 | 0.0% | 0.0% | 8 | +176,799 | 126.92% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 259,921 | 6,695 | 0.0% | 0.0% | 9 | +52,333 | 25.21% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | New | 232,756 | 5,995 | 0.05% | — | 10 | +232,756 | New | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 223,163 | 5,748 | 0.02% | 0.01% | 11 | +82,978 | 59.19% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 143,517 | 3,696 | 0.0% | 0.0% | 12 | +42,695 | 42.35% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 133,808 | 3,446 | 0.0% | 0.0% | 13 | -34,165 | -20.34% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 101,454 | 2,613 | 0.01% | 0.0% | 14 | +82,039 | 422.55% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 73,848 | 1,902 | 0.0% | 0.0% | 15 | +15,419 | 26.39% | Q2 2026 | Jul 29, 2026 |
| FirstWave Capital Management LLC | History | New | 67,104 | 1,728 | 0.76% | — | 16 | +67,104 | New | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 58,000 | 1,494 | 0.18% | 0.23% | 17 | -3,000 | -4.92% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | Added to | 55,374 | 1,426 | 0.0% | 0.0% | 18 | +21,185 | 61.96% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 48,573 | 1,251 | 0.0% | 0.0% | 19 | +8,006 | 19.74% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | New | 42,349 | 1,090 | 0.01% | — | 20 | +42,349 | New | Q2 2026 | Aug 12, 2026 |
| T3 Companies, LLC | History | New | 40,621 | 1,046 | 1.12% | — | 21 | +40,621 | New | Q2 2026 | Jul 27, 2026 |
| Noble Wealth Management PBC | History | Added to | 40,017 | 1,030 | 0.46% | 0.0% | 22 | +39,717 | 13239.0% | Q2 2026 | Jul 01, 2026 |
| Sovran Advisors, LLC | History | Added to | 44,353 | 1,001 | 0.07% | 0.05% | 23 | +26,009 | 141.78% | Q2 2026 | Jul 29, 2026 |
| Venture Visionary Partners LLC | History | New | 37,043 | 954 | 0.03% | — | 24 | +37,043 | New | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 33,290 | 826 | 0.05% | — | 25 | +33,290 | New | Q2 2026 | Jul 22, 2026 |
| Arrington Capital Management, LLC | History | New | 30,000 | 772 | 0.47% | — | 26 | +30,000 | New | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | New | 28,665 | 738 | 0.02% | — | 27 | +28,665 | New | Q2 2026 | Jul 17, 2026 |
| Invesco Ltd. | History | Reduced | 26,671 | 687 | 0.0% | 0.0% | 28 | -17,191 | -39.19% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,735 | 662 | 0.0% | 0.0% | 29 | +7,152 | 38.49% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | New | 25,550 | 658 | 0.03% | — | 30 | +25,550 | New | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | Added to | 25,443 | 655 | 0.0% | 0.0% | 31 | +13,310 | 109.7% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Added to | 25,104 | 646 | 0.0% | 0.0% | 32 | +7,947 | 46.32% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,075 | 645 | 0.01% | 0.01% | 33 | +5,403 | 27.47% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | Added to | 24,217 | 624 | 0.02% | 0.02% | 34 | +5,483 | 29.27% | Q2 2026 | Aug 13, 2026 |
| Belvedere Trading LLC | History | New | 23,205 | 597 | 0.0% | — | 35 | +23,205 | New | Q2 2026 | Jul 31, 2026 |
| Simplicity Wealth,LLC | History | New | 23,186 | 597 | 0.02% | — | 36 | +23,186 | New | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 23,046 | 593 | 0.0% | 0.0% | 37 | +15,179 | 192.95% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,841 | 588 | 0.0% | 0.0% | 38 | +2,465 | 12.1% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 20,840 | 536 | 0.0% | 0.0% | 39 | -7,678 | -26.92% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | New | 21,468 | 533 | 0.03% | — | 40 | +21,468 | New | Q2 2026 | Jul 28, 2026 |
| Intrepid Financial Planning Group LLC | History | New | 19,742 | 508 | 0.17% | — | 41 | +19,742 | New | Q2 2026 | Aug 12, 2026 |
| Marex Group Ltd | History | Reduced | 18,622 | 479 | 0.0% | 0.0% | 42 | -10,739 | -36.58% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 15,724 | 405 | 0.01% | — | 43 | +15,724 | New | Q2 2026 | Jul 17, 2026 |
| Verity Asset Management, Inc. | History | New | 15,392 | 396 | 0.15% | — | 44 | +15,392 | New | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | Added to | 15,365 | 395 | 0.05% | 0.04% | 45 | +6,617 | 75.64% | Q2 2026 | Jul 23, 2026 |
| Genesis Financial Group, LLC | History | No change | 15,000 | 386 | 0.25% | 0.25% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 13,675 | 356 | 0.09% | 0.11% | 47 | -40 | -0.29% | Q2 2026 | Jul 30, 2026 |
| FSA Advisors, Inc. | History | New | 13,559 | 349 | 0.16% | — | 48 | +13,559 | New | Q2 2026 | Aug 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,469 | 346 | 0.0% | 0.0% | 49 | +4,273 | 46.47% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | New | 13,301 | 342 | 0.0% | — | 50 | +13,301 | New | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,262 | 341 | 0.0% | — | 53 | +13,262 | New | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | New | 13,257 | 341 | 0.0% | — | 52 | +13,257 | New | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 13,230 | 341 | 0.01% | 0.02% | 51 | -13,035 | -49.63% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,900 | 332 | 0.02% | 0.01% | 54 | +3,913 | 43.54% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | New | 12,475 | 321 | 0.0% | — | 56 | +12,475 | New | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,494 | 321 | 0.0% | 0.0% | 55 | +2,123 | 20.47% | Q2 2026 | Aug 05, 2026 |
| Avior Wealth Management, LLC | History | New | 12,090 | 311 | 0.01% | — | 57 | +12,090 | New | Q2 2026 | Jul 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 11,756 | 302 | 0.0% | 0.0% | 58 | +1,975 | 20.19% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 11,074 | 285 | 0.0% | — | 59 | +11,074 | New | Q2 2026 | Aug 18, 2026 |
| CIBC WORLD MARKET INC. | History | New | 10,752 | 276 | 0.0% | — | 60 | +10,752 | New | Q2 2026 | Aug 13, 2026 |
| Avestar Capital, LLC | History | New | 9,850 | 253 | 0.01% | — | 61 | +9,850 | New | Q2 2026 | Jul 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 9,849 | 253 | 0.0% | — | 62 | +9,849 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 9,238 | 237 | 0.0% | — | 63 | +9,238 | New | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | New | 8,248 | 212 | 0.0% | — | 64 | +8,248 | New | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | Reduced | 8,104 | 208 | 0.0% | 0.0% | 65 | -4,379 | -35.08% | Q2 2026 | Aug 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 7,797 | 200 | 0.01% | — | 67 | +7,797 | New | Q2 2026 | Aug 07, 2026 |
| Evanson Asset Management, LLC | History | No change | 7,500 | 200 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,005 | 180 | 0.0% | 0.0% | 68 | +98 | 1.42% | Q2 2026 | Jul 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,807 | 175 | 0.0% | 0.0% | 69 | +5,225 | 330.28% | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 6,588 | 169 | 0.05% | 0.75% | 71 | -76,218 | -92.04% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,592 | 169 | 0.0% | 0.0% | 70 | -370 | -5.31% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 4,850 | 124 | 0.0% | — | 72 | +4,850 | New | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | Added to | 4,622 | 119 | 0.01% | 0.0% | 73 | +4,300 | 1335.4% | Q2 2026 | Aug 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 3,961 | 102 | 0.06% | 0.07% | 74 | +220 | 5.88% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,802 | 97 | 0.0% | 0.0% | 75 | +2,363 | 164.21% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,600 | 92 | 0.0% | 0.01% | 76 | -8,000 | -68.97% | Q2 2026 | Jul 20, 2026 |
| Westside Investment Management, Inc. | History | New | 3,200 | 82 | 0.01% | — | 77 | +3,200 | New | Q2 2026 | Jul 27, 2026 |
| GROUP ONE TRADING LLC | History | New | 3,108 | 80 | 0.0% | — | 78 | +3,108 | New | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | New | 2,793 | 71 | 0.04% | — | 79 | +2,793 | New | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | Added to | 2,443 | 62 | 0.0% | 0.0% | 80 | +212 | 9.5% | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,400 | 61 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 2,400 | 59 | 0.01% | — | 82 | +2,400 | New | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,875 | 49 | 0.0% | 0.0% | 83 | +700 | 59.57% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 1,811 | 46 | 0.0% | — | 84 | +1,811 | New | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | New | 1,715 | 44 | 0.0% | — | 86 | +1,715 | New | Q2 2026 | Jul 17, 2026 |
| Clearstead Trust, LLC | History | Added to | 1,727 | 44 | 0.01% | 0.01% | 85 | +343 | 24.78% | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 1,230 | 31 | 0.01% | 0.0% | 87 | +1,000 | 434.78% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,163 | 29 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,001 | 25 | 0.0% | 0.0% | 89 | +1 | 0.1% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 980 | 25 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 900 | 24 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 910 | 23 | 0.0% | — | 92 | +910 | New | Q2 2026 | Aug 05, 2026 |
| Financial Management Professionals, Inc. | History | New | 800 | 20 | 0.0% | — | 93 | +800 | New | Q2 2026 | Jul 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 700 | 18 | 0.0% | 0.0% | 94 | +500 | 250.0% | Q2 2026 | Jul 21, 2026 |
| Millstone Evans Group, LLC | History | New | 689 | 17 | 0.01% | — | 97 | +689 | New | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 686 | 17 | 0.0% | 0.0% | 95 | +386 | 128.67% | Q2 2026 | Aug 10, 2026 |
| Trask Adam Roland | History | No change | 640 | 17 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Burnham & Co LLC | History | New | 640 | 16 | 0.01% | — | 98 | +640 | New | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 570 | 15 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | Added to | 580 | 14 | 0.0% | 0.0% | 100 | +300 | 107.14% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 506 | 13 | 0.0% | 0.0% | 101 | -572 | -53.06% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | Added to | 515 | 13 | 0.0% | 0.0% | 102 | +15 | 3.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 470 | 12 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LRI Investments, LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 465 | 11 | 0.0% | 0.0% | 105 | +100 | 27.4% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 435 | 11 | 0.0% | 0.0% | 106 | -75 | -14.71% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 427 | 11 | 0.0% | 0.0% | 107 | +40 | 10.34% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 380 | 10 | 0.01% | — | 110 | +380 | New | Q2 2026 | Aug 18, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 405 | 10 | 0.0% | 0.0% | 108 | -235 | -36.72% | Q2 2026 | Sep 15, 2026 |
| Hickory Point Bank & Trust | History | No change | 400 | 10 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Highland Investment Advisors LLC | History | New | 350 | 9 | 0.0% | — | 112 | +350 | New | Q2 2026 | Aug 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 350 | 9 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | New | 342 | 8 | 0.0% | — | 116 | +342 | New | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 330 | 8 | 0.0% | 0.0% | 115 | +235 | 247.37% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 346 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 326 | 8 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 300 | 7 | 0.0% | 0.0% | 117 | -440 | -59.46% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | New | 309 | 7 | 0.0% | — | 122 | +309 | New | Q2 2026 | Jul 23, 2026 |
| Buck Wealth Strategies, LLC | History | New | 280 | 7 | 0.0% | — | 121 | +280 | New | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 279 | 7 | 0.0% | 0.0% | 118 | +16 | 6.08% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 295 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 278 | 7 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 250 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 200 | 5 | 0.0% | 0.0% | 124 | -8,831 | -97.79% | Q2 2026 | Jul 27, 2026 |
| Triumph Capital Management | History | New | 200 | 5 | 0.0% | — | 126 | +200 | New | Q2 2026 | Jul 20, 2026 |
| Pacific Center for Financial Services | History | No change | 200 | 5 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Optiver Holding B.V. | History | New | 191 | 4 | 0.0% | — | 130 | +191 | New | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | New | 179 | 4 | 0.0% | — | 129 | +179 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 159 | 4 | 0.0% | — | 131 | +159 | New | Q2 2026 | Jul 22, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 175 | 4 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Blue Trust, Inc. | History | No change | 170 | 4 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Markowski Investments | History | New | 135 | 3 | 0.0% | — | 134 | +135 | New | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 142 | 3 | 0.0% | 0.0% | 133 | -44 | -23.66% | Q2 2026 | Jul 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 150 | 3 | 0.0% | 0.0% | 132 | -30 | -16.67% | Q2 2026 | Jul 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 100 | 2 | 0.0% | — | 140 | +100 | New | Q2 2026 | Jul 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 100 | 2 | 0.0% | — | 142 | +100 | New | Q2 2026 | Aug 07, 2026 |
| HighMark Wealth Management LLC | History | New | 80 | 2 | 0.0% | — | 141 | +80 | New | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 80 | 2 | 0.0% | 0.0% | 136 | +30 | 60.0% | Q2 2026 | Aug 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 104 | 2 | 0.0% | 0.0% | 139 | -17 | -14.05% | Q2 2026 | Aug 14, 2026 |
| Trust Co | History | No change | 104 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 50 | 1 | 0.0% | — | 144 | +50 | New | Q2 2026 | Jul 24, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 42 | 1 | 0.0% | — | 145 | +42 | New | Q2 2026 | Jul 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Newtyn Management, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -345,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,381 | -100.0% | Q2 2026 | Sep 23, 2026 |
| Niles Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -24,257 | -100.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,095 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,744 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -20,252 | -100.0% | Q2 2026 | Jul 23, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,000 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -16,679 | -100.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,660 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,291 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Closed out | 0 | 0 | — | 0.02% | — | -14,026 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,832 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,010 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,630 | -100.0% | Q2 2026 | Aug 17, 2026 |
| CARLSON FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -10,034 | -100.0% | Q2 2026 | Aug 24, 2026 |
| Gibson Capital, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -7,633 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -3,262 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,000 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,516 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,660 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -278 | -97.2% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 25 | 0 | — | 0.0% | — | -225 | -90.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MRP Capital Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q2 2026 | Jul 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 30, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bullock Wealth Management Group | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Wall Street Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q2 2026 | Jul 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Jul 15, 2026 |
| IFG Advisory, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -15 | -30.0% | Q2 2026 | Jul 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Anfield Capital Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Investors Research Corp | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Spire Wealth Management | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 38 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |