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 | No change | 1,696,549 | 43,703 | 1.13% | 1.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,402,762 | 36,135 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 907,197 | 23,369 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 786,885 | 20,270 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Saba Capital Management, L.P. | History | No change | 644,280 | 16,596 | 0.43% | 0.43% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 550,249 | 14,174 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 288,880 | 8,911 | 0.0% | 0.0% | 7 | +28,959 | 11.14% | Q3 2026 | Nov 06, 2026 |
| Anson Funds Management LP | History | No change | 323,199 | 8,325 | 0.49% | 0.49% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 316,100 | 8,142 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 232,756 | 5,995 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marathon Trading Investment Management LLC | History | New | 180,608 | 5,571 | 0.15% | — | 11 | +180,608 | New | Q3 2026 | Nov 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 163,581 | 5,046 | 0.01% | 0.02% | 12 | -59,582 | -26.7% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 132,125 | 4,065 | 0.0% | 0.0% | 13 | -11,392 | -7.94% | Q3 2026 | Nov 12, 2026 |
| IMC-Chicago, LLC | History | New | 120,920 | 3,730 | 0.0% | — | 14 | +120,920 | New | Q3 2026 | Nov 05, 2026 |
| Cetera Investment Advisers | History | No change | 133,808 | 3,446 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 99,524 | 3,070 | 1.07% | 0.05% | 16 | +92,936 | 1410.69% | Q3 2026 | Nov 10, 2026 |
| AA Financial Advisors, LLC | History | Added to | 96,800 | 2,986 | 0.36% | 0.18% | 17 | +38,800 | 66.9% | Q3 2026 | Oct 19, 2026 |
| SIMPLEX TRADING, LLC | History | New | 88,222 | 2,721 | 0.0% | — | 18 | +88,222 | New | Q3 2026 | Nov 04, 2026 |
| &PARTNERS | History | No change | 101,454 | 2,613 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 65,791 | 2,029 | 0.0% | 0.0% | 20 | +10,417 | 18.81% | Q3 2026 | Nov 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 58,247 | 1,796 | 0.0% | 0.0% | 21 | -15,601 | -21.13% | Q3 2026 | Nov 02, 2026 |
| FirstWave Capital Management LLC | History | No change | 67,104 | 1,728 | 0.76% | 0.76% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 44,605 | 1,194 | 0.08% | 0.07% | 23 | +252 | 0.57% | Q3 2026 | Oct 30, 2026 |
| Summit Financial, LLC | History | No change | 42,349 | 1,090 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CenterBook Partners LP | History | New | 33,453 | 1,032 | 0.05% | — | 25 | +33,453 | New | Q3 2026 | Nov 02, 2026 |
| Noble Wealth Management PBC | History | Reduced | 30,617 | 944 | 0.42% | 0.46% | 26 | -9,400 | -23.49% | Q3 2026 | Oct 01, 2026 |
| Diversified Trust Co | History | New | 29,509 | 910 | 0.02% | — | 27 | +29,509 | New | Q3 2026 | Nov 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 28,538 | 880 | 0.03% | 0.02% | 28 | -127 | -0.44% | Q3 2026 | Oct 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 27,890 | 871 | 0.05% | 0.05% | 29 | -5,400 | -16.22% | Q3 2026 | Nov 02, 2026 |
| Arrington Capital Management, LLC | History | No change | 30,000 | 772 | 0.47% | 0.47% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 23,715 | 731 | 0.0% | 0.0% | 31 | +874 | 3.83% | Q3 2026 | Nov 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 22,954 | 708 | 0.0% | 0.0% | 32 | -2,489 | -9.78% | Q3 2026 | Nov 06, 2026 |
| Invesco Ltd. | History | No change | 26,671 | 687 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 22,009 | 678 | 0.0% | 0.0% | 34 | -3,095 | -12.33% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,759 | 671 | 0.0% | 0.0% | 35 | -26,814 | -55.2% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 25,735 | 662 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 25,550 | 658 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 21,163 | 652 | 0.01% | 0.01% | 38 | +5,439 | 34.59% | Q3 2026 | Nov 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 25,075 | 645 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 20,417 | 629 | 0.0% | 0.0% | 40 | +9,665 | 89.89% | Q3 2026 | Nov 10, 2026 |
| Virtu Financial LLC | History | No change | 24,217 | 624 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 23,046 | 593 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 18,787 | 579 | 0.17% | 0.17% | 43 | -955 | -4.84% | Q3 2026 | Nov 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,840 | 536 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 21,468 | 533 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verity Asset Management, Inc. | History | Added to | 16,188 | 499 | 0.19% | 0.15% | 46 | +796 | 5.17% | Q3 2026 | Oct 30, 2026 |
| Belvedere Trading LLC | History | Reduced | 16,058 | 495 | 0.0% | 0.0% | 47 | -7,147 | -30.8% | Q3 2026 | Nov 05, 2026 |
| Marex Group Ltd | History | No change | 18,622 | 479 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 13,892 | 428 | 0.06% | 0.05% | 49 | -1,473 | -9.59% | Q3 2026 | Oct 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 13,675 | 421 | 0.11% | 0.09% | 50 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FSA Advisors, Inc. | History | Reduced | 13,512 | 416 | 0.18% | 0.16% | 51 | -47 | -0.35% | Q3 2026 | Nov 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 13,289 | 409 | 0.01% | 0.01% | 52 | +1,199 | 9.92% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 12,734 | 392 | 0.02% | 0.02% | 53 | -166 | -1.29% | Q3 2026 | Nov 04, 2026 |
| Genesis Financial Group, LLC | History | No change | 15,000 | 386 | 0.25% | 0.25% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,469 | 346 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 13,301 | 342 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 13,257 | 341 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 12,475 | 321 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,756 | 302 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,074 | 285 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Able Wealth Management LLC | History | New | 8,544 | 278 | 0.06% | — | 61 | +8,544 | New | Q3 2026 | Oct 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 8,601 | 265 | 0.01% | 0.02% | 62 | -14,585 | -62.9% | Q3 2026 | Oct 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,849 | 253 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 7,811 | 238 | 0.01% | — | 64 | +7,811 | New | Q3 2026 | Nov 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 7,670 | 236 | 0.0% | 0.0% | 65 | -5,592 | -42.17% | Q3 2026 | Oct 16, 2026 |
| Brookstone Capital Management | History | New | 7,592 | 234 | 0.0% | — | 66 | +7,592 | New | Q3 2026 | Oct 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 7,527 | 232 | 0.01% | 0.03% | 67 | -29,516 | -79.68% | Q3 2026 | Oct 07, 2026 |
| Avestar Capital, LLC | History | Reduced | 7,350 | 226 | 0.02% | 0.01% | 68 | -2,500 | -25.38% | Q3 2026 | Oct 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,685 | 211 | 0.02% | 0.01% | 69 | +888 | 11.39% | Q3 2026 | Nov 09, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,789 | 209 | 0.0% | — | 70 | +6,789 | New | Q3 2026 | Nov 10, 2026 |
| Focus Partners Wealth | History | No change | 8,104 | 208 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,626 | 204 | 0.0% | 0.0% | 72 | -1,622 | -19.67% | Q3 2026 | Oct 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,592 | 203 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,807 | 175 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,185 | 159 | 0.0% | 0.0% | 75 | +335 | 6.91% | Q3 2026 | Nov 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 3,961 | 122 | 0.07% | 0.06% | 76 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,696 | 114 | 0.0% | 0.0% | 77 | -3,309 | -47.24% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,586 | 109 | 0.0% | 0.0% | 78 | +1,711 | 91.25% | Q3 2026 | Nov 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,802 | 97 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,500 | 77 | 0.0% | 0.0% | 80 | -1,100 | -30.56% | Q3 2026 | Oct 16, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,793 | 71 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NBH Bank | History | New | 2,289 | 70 | 0.03% | — | 82 | +2,289 | New | Q3 2026 | Nov 05, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 2,200 | 67 | 0.01% | 0.01% | 83 | -1,000 | -31.25% | Q3 2026 | Nov 02, 2026 |
| IFG Advisory, LLC | History | Added to | 2,129 | 65 | 0.0% | — | 84 | +2,110 | 11105.26% | Q3 2026 | Nov 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 2,036 | 62 | 0.01% | 0.01% | 86 | -364 | -15.17% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 2,443 | 62 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,400 | 61 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BFC Planning, Inc. | History | No change | 2,185 | 56 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| NFSG Corp | History | Reduced | 1,622 | 50 | 0.01% | 0.01% | 89 | -3,000 | -64.91% | Q3 2026 | Oct 15, 2026 |
| HM PAYSON & CO | History | No change | 1,715 | 44 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clearstead Trust, LLC | History | Reduced | 1,384 | 42 | 0.01% | 0.01% | 91 | -343 | -19.86% | Q3 2026 | Nov 06, 2026 |
| Larson Financial Group LLC | History | No change | 1,163 | 35 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Added to | 1,071 | 33 | 0.0% | 0.0% | 93 | +70 | 6.99% | Q3 2026 | Nov 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,230 | 31 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 910 | 28 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 825 | 25 | 0.0% | — | 96 | +800 | 3200.0% | Q3 2026 | Oct 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 654 | 20 | 0.0% | 0.0% | 98 | +512 | 360.56% | Q3 2026 | Oct 09, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 656 | 20 | 0.0% | 0.0% | 97 | -324 | -33.06% | Q3 2026 | Nov 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 686 | 17 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 689 | 17 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Reduced | 525 | 16 | 0.0% | 0.0% | 101 | -1,286 | -71.01% | Q3 2026 | Nov 12, 2026 |
| Burnham & Co LLC | History | No change | 640 | 16 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 470 | 14 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 506 | 13 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 435 | 13 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 400 | 12 | 0.0% | 0.0% | 107 | -300 | -42.86% | Q3 2026 | Nov 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 405 | 12 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| LRI Investments, LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hickory Point Bank & Trust | History | No change | 400 | 12 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 427 | 11 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 342 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 380 | 10 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TD Capital Management LLC | History | No change | 346 | 10 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 350 | 10 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Highland Investment Advisors LLC | History | No change | 350 | 10 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 295 | 9 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SHP Wealth Management | History | No change | 326 | 8 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 280 | 8 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Mosley Wealth Management | History | No change | 309 | 8 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 330 | 8 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 257 | 7 | 0.0% | 0.0% | 122 | -22 | -7.89% | Q3 2026 | Nov 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 300 | 7 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 278 | 7 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 200 | 6 | 0.0% | — | 127 | +162 | 426.32% | Q3 2026 | Oct 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 200 | 6 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pacific Center for Financial Services | History | No change | 200 | 6 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Triumph Capital Management | History | No change | 200 | 6 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 250 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nemes Rush Group LLC | History | New | 181 | 5 | 0.0% | — | 130 | +181 | New | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | Added to | 186 | 5 | 0.0% | 0.0% | 129 | +16 | 9.41% | Q3 2026 | Oct 15, 2026 |
| Aspect Partners, LLC | History | New | 131 | 4 | 0.0% | — | 135 | +131 | New | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 144 | 4 | 0.0% | 0.0% | 134 | -15 | -9.43% | Q3 2026 | Oct 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 179 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 191 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 100 | 3 | 0.0% | 0.0% | 137 | -365 | -78.49% | Q3 2026 | Oct 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 100 | 3 | 0.0% | — | 141 | +100 | New | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | New | 100 | 3 | 0.0% | — | 142 | +100 | New | Q3 2026 | Nov 10, 2026 |
| Rothwell Investment Advisors, LLC | History | New | 100 | 3 | 0.0% | — | 143 | +100 | New | Q3 2026 | Nov 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 100 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Trust Co | History | No change | 104 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 100 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Avion Wealth | History | Reduced | 80 | 2 | 0.0% | 0.0% | 147 | -500 | -86.21% | Q3 2026 | Nov 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 80 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighMark Wealth Management LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 104 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | New | 50 | 1 | 0.0% | — | 154 | +50 | New | Q3 2026 | Nov 05, 2026 |
| Rossby Financial, LCC | History | New | 43 | 1 | 0.0% | — | 155 | +43 | New | Q3 2026 | Nov 05, 2026 |
| Darwin Wealth Management, LLC | History | No change | 34 | 1 | 0.0% | — | 150 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 42 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 35 | 1 | 0.0% | — | 152 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| T3 Companies, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -40,621 | -100.0% | Q3 2026 | Oct 22, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,230 | -100.0% | Q3 2026 | Oct 22, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,494 | -100.0% | Q3 2026 | Nov 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -9,238 | -100.0% | Q3 2026 | Nov 09, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,108 | -100.0% | Q3 2026 | Nov 10, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Markowski Investments | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 21, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Nov 10, 2026 |
| RMG Wealth Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 26, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 03, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Investors Research Corp | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Spire Wealth Management | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |