Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund - ETW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,272,724 | 19,954 | 0.15% | 0.15% | 1 | -23,821 | -1.04% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,185,957 | 19,192 | 0.0% | 0.0% | 2 | -19,619 | -0.89% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 2,094,732 | 18,391 | 1.33% | 0.91% | 3 | +641,819 | 44.17% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,976,318 | 17,352 | 0.0% | 0.0% | 4 | +42,942 | 2.22% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,700,683 | 14,931 | 0.0% | 0.0% | 5 | +104,905 | 6.57% | Q1 2026 | May 14, 2026 |
| Karpus Management, Inc. | History | Reduced | 1,625,403 | 14,271 | 0.45% | 0.46% | 6 | -9,611 | -0.59% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 1,603,142 | 14,075 | 0.0% | 0.0% | 7 | +12,595 | 0.79% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 972,894 | 8,542 | 0.0% | 0.0% | 8 | +22,162 | 2.33% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 850,688 | 7,469 | 0.12% | 0.12% | 9 | +76,572 | 9.89% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 827,436 | 7,264 | 0.0% | 0.0% | 10 | +38,078 | 4.82% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 567,864 | 4,985 | 0.02% | 0.02% | 11 | +40,289 | 7.64% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 534,155 | 4,689 | 0.02% | 0.02% | 12 | -3,364 | -0.63% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 484,229 | 4,251 | 0.0% | 0.0% | 13 | +5,938 | 1.24% | Q1 2026 | May 05, 2026 |
| RiverTree Advisors, LLC | History | Added to | 445,503 | 3,911 | 2.48% | 2.43% | 14 | +32,907 | 7.98% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 426,270 | 3,742 | 0.01% | 0.01% | 15 | +18,376 | 4.51% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 420,341 | 3,690 | 0.0% | 0.0% | 16 | -45,139 | -9.7% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 315,768 | 2,772 | 0.0% | 0.0% | 17 | +24,477 | 8.4% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 312,619 | 2,744 | 0.03% | 0.02% | 18 | +53,317 | 20.56% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 311,780 | 2,737 | 0.0% | 0.0% | 19 | +18,036 | 6.14% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 268,180 | 2,354 | 0.0% | 0.0% | 20 | +7,839 | 3.01% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 265,297 | 2,329 | 0.0% | 0.0% | 21 | +4,448 | 1.71% | Q1 2026 | May 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 214,889 | 1,961 | 0.54% | 0.52% | 22 | +1,985 | 0.93% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 207,661 | 1,823 | 0.01% | 0.02% | 23 | +7,314 | 3.65% | Q1 2026 | Apr 07, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 197,220 | 1,731 | 0.6% | 0.69% | 24 | -40,112 | -16.9% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 180,799 | 1,587 | 0.0% | 0.0% | 25 | -85 | -0.05% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 159,356 | 1,421 | 0.1% | 0.1% | 26 | +1,038 | 0.66% | Q1 2026 | May 01, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 150,334 | 1,319 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Logan Stone Capital, LLC | History | Added to | 142,283 | 1,249 | 0.35% | 0.18% | 28 | +61,812 | 76.81% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 138,857 | 1,219 | 0.0% | 0.0% | 29 | +11,980 | 9.44% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 136,355 | 1,197 | 0.0% | 0.0% | 30 | -13,935 | -9.27% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | Added to | 134,063 | 1,177 | 0.0% | 0.0% | 31 | +15,960 | 13.51% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 115,655 | 1,015 | 0.0% | 0.01% | 32 | +99 | 0.09% | Q1 2026 | Apr 24, 2026 |
| Cohen Klingenstein LLC | History | No change | 114,690 | 1,006 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| COHEN & STEERS, INC. | History | New | 105,000 | 922 | 0.0% | — | 34 | +105,000 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 104,364 | 916 | 0.0% | 0.0% | 35 | +59,630 | 133.3% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 103,728 | 910 | 0.0% | 0.01% | 36 | -800 | -0.77% | Q1 2026 | May 08, 2026 |
| Indivisible Partners | History | Added to | 100,411 | 881 | 0.08% | 0.07% | 37 | +31,179 | 45.04% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 97,199 | 853 | 0.01% | 0.02% | 38 | -504 | -0.52% | Q1 2026 | May 18, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 87,674 | 769 | 0.0% | 0.0% | 39 | +4,843 | 5.85% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 84,627 | 743 | 0.0% | 0.0% | 40 | +5,352 | 6.75% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 80,946 | 710 | 0.0% | 0.0% | 41 | -65,873 | -44.87% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 70,993 | 633 | 0.0% | 0.0% | 42 | -14,988 | -17.43% | Q1 2026 | Apr 08, 2026 |
| PMG Family Office LLC | History | Added to | 71,056 | 623 | 0.7% | 0.73% | 43 | +2,098 | 3.04% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | No change | 70,177 | 616 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| one8zero8, LLC | History | No change | 69,900 | 613 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 66,892 | 587 | 0.0% | 0.0% | 46 | +11,220 | 20.15% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 66,363 | 582 | 0.0% | — | 47 | +66,363 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 62,621 | 549 | 0.0% | 0.0% | 48 | -55,448 | -46.96% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 61,023 | 535 | 0.0% | 0.0% | 49 | -8,999 | -12.85% | Q1 2026 | Jun 02, 2026 |
| Kovack Advisors, Inc. | History | Added to | 59,530 | 530 | 0.03% | 0.02% | 51 | +4,463 | 8.1% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 60,447 | 530 | 0.0% | 0.0% | 50 | -350 | -0.58% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 59,305 | 520 | 0.01% | 0.0% | 52 | +40,034 | 207.74% | Q1 2026 | May 15, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 58,801 | 516 | 0.53% | 0.31% | 53 | +1,785 | 3.13% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 56,719 | 497 | 0.16% | 0.17% | 54 | +411 | 0.73% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 56,585 | 496 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 55,875 | 490 | 0.07% | 0.05% | 56 | +20,475 | 57.84% | Q1 2026 | May 11, 2026 |
| Alteri Wealth LLC | History | No change | 55,885 | 490 | 0.16% | 0.17% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Advocates, LLC | History | Added to | 54,001 | 474 | 0.48% | 0.49% | 58 | +1,000 | 1.89% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | No change | 53,492 | 469 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 53,178 | 466 | 0.17% | 0.18% | 60 | +388 | 0.73% | Q1 2026 | May 14, 2026 |
| Centurion Wealth Management LLC | History | No change | 52,043 | 456 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 50,600 | 444 | 0.16% | 0.17% | 62 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | No change | 50,030 | 439 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 49,662 | 436 | 0.01% | 0.01% | 64 | -598 | -1.19% | Q1 2026 | Apr 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 47,129 | 414 | 0.02% | 0.02% | 65 | -893 | -1.86% | Q1 2026 | May 18, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 46,968 | 412 | 0.27% | 0.28% | 66 | +871 | 1.89% | Q1 2026 | May 07, 2026 |
| Avory & Company, LLC | History | No change | 45,682 | 401 | 0.52% | 0.27% | 67 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Camelot Portfolios, LLC | History | No change | 45,400 | 398 | 0.29% | 0.26% | 68 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | No change | 45,100 | 396 | 0.11% | 0.1% | 69 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Genesis Financial Group, LLC | History | Added to | 44,542 | 391 | 0.25% | 0.23% | 70 | +1,161 | 2.68% | Q1 2026 | May 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 45,873 | 389 | 0.02% | 0.02% | 71 | -762 | -1.63% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 41,930 | 369 | 0.0% | 0.0% | 72 | +3,211 | 8.29% | Q1 2026 | May 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 41,372 | 363 | 0.02% | — | 73 | +41,372 | New | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 41,052 | 360 | 0.0% | 0.0% | 74 | -33,150 | -44.68% | Q1 2026 | May 15, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 39,985 | 351 | 0.16% | 0.16% | 75 | +856 | 2.19% | Q1 2026 | May 18, 2026 |
| CITIGROUP INC | History | Added to | 38,715 | 339 | 0.0% | 0.0% | 76 | +1,047 | 2.78% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 34,996 | 307 | 0.0% | 0.0% | 77 | -5,276 | -13.1% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,607 | 286 | 0.0% | 0.0% | 78 | +285 | 0.88% | Q1 2026 | May 07, 2026 |
| David J Yvars Group | History | Added to | 31,030 | 272 | 0.15% | 0.15% | 79 | +617 | 2.03% | Q1 2026 | Apr 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 30,963 | 271 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arlington Capital Management, Inc. | History | New | 30,849 | 270 | 0.15% | — | 82 | +30,849 | New | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | No change | 30,783 | 270 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | Reduced | 30,472 | 267 | 0.03% | 0.04% | 83 | -790 | -2.53% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,933 | 262 | 0.0% | 0.0% | 84 | -9,496 | -24.08% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Added to | 29,608 | 259 | 0.0% | 0.0% | 85 | +11,493 | 63.44% | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 28,837 | 253 | 0.01% | 0.02% | 86 | +493 | 1.74% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 27,881 | 244 | 0.01% | 0.01% | 87 | +1,000 | 3.72% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 27,056 | 237 | 0.0% | 0.0% | 88 | -193 | -0.71% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 26,957 | 236 | 0.0% | 0.0% | 89 | -476 | -1.74% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 26,253 | 230 | 0.0% | 0.0% | 90 | +3,688 | 16.34% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 26,190 | 229 | 0.0% | 0.0% | 91 | +158 | 0.61% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,127 | 212 | 0.0% | 0.0% | 92 | +775 | 3.32% | Q1 2026 | Apr 22, 2026 |
| Annex Advisory Services, LLC | History | No change | 24,004 | 210 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 23,000 | 201 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 22,360 | 196 | 0.1% | 0.07% | 95 | -6,529 | -22.6% | Q1 2026 | Apr 20, 2026 |
| Certified Advisory Corp | History | Reduced | 22,161 | 194 | 0.02% | 0.02% | 96 | -486 | -2.15% | Q1 2026 | Apr 17, 2026 |
| Capital CS Group, LLC | History | Added to | 21,673 | 190 | 0.39% | 0.3% | 97 | +423 | 1.99% | Q1 2026 | May 13, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 21,530 | 189 | 0.21% | 0.22% | 98 | +40 | 0.19% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | Added to | 20,610 | 180 | 0.01% | 0.01% | 99 | +145 | 0.71% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,294 | 178 | 0.0% | 0.0% | 100 | -1,418 | -6.53% | Q1 2026 | Apr 27, 2026 |
| Investment Management Trust, LLC | History | New | 20,150 | 176 | 0.17% | — | 102 | +20,150 | New | Q1 2026 | Apr 24, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 20,097 | 176 | 0.02% | 0.02% | 101 | +44 | 0.22% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 18,527 | 170 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | No change | 19,450 | 170 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 18,903 | 168 | 0.0% | 0.0% | 105 | +50 | 0.27% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 19,103 | 167 | 0.07% | 0.08% | 106 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | New | 18,527 | 162 | 0.0% | — | 107 | +18,527 | New | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Added to | 17,881 | 156 | 0.01% | 0.01% | 108 | +384 | 2.19% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | No change | 17,250 | 151 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 17,284 | 151 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 17,000 | 149 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 15,920 | 139 | 0.0% | 0.0% | 112 | -429 | -2.62% | Q1 2026 | May 14, 2026 |
| Worth Asset Management, LLC | History | No change | 15,870 | 139 | 0.05% | 0.06% | 113 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LVZ, Inc. | History | No change | 15,490 | 136 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 14,999 | 131 | 0.0% | 0.0% | 115 | +3,801 | 33.94% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 15,020 | 131 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 14,877 | 130 | 0.0% | — | 118 | +14,877 | New | Q1 2026 | May 12, 2026 |
| CFO4Life Group, LLC | History | Added to | 14,852 | 130 | 0.02% | 0.02% | 117 | +318 | 2.19% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | No change | 14,269 | 125 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Almitas Capital LLC | History | New | 13,772 | 120 | 0.03% | — | 121 | +13,772 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,719 | 120 | 0.0% | 0.0% | 120 | +397 | 2.98% | Q1 2026 | May 05, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 13,526 | 118 | 0.07% | 0.08% | 122 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 12,865 | 112 | 0.02% | 0.03% | 123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VSM Wealth Advisory, LLC | History | New | 12,499 | 109 | 0.03% | — | 125 | +12,499 | New | Q1 2026 | May 05, 2026 |
| Financial Alternatives, Inc | History | No change | 12,466 | 109 | 0.06% | 0.07% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TMB Capital Partners, LLC | History | Added to | 12,370 | 108 | 0.04% | 0.04% | 127 | +260 | 2.15% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11,758 | 108 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 12,015 | 105 | 0.0% | — | 129 | +12,015 | New | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,049 | 105 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 11,390 | 100 | 0.0% | 0.0% | 131 | -2,865 | -20.1% | Q1 2026 | May 07, 2026 |
| Tyche Wealth Partners LLC | History | No change | 11,464 | 100 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 11,322 | 99 | 0.0% | 0.0% | 132 | +820 | 7.81% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 11,359 | 99 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 11,170 | 98 | 0.0% | — | 134 | +11,170 | New | Q1 2026 | May 15, 2026 |
| Busey Bank | History | No change | 11,113 | 97 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Detalus Advisors, LLC | History | No change | 10,875 | 95 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,780 | 94 | 0.0% | 0.0% | 137 | +90 | 0.84% | Q1 2026 | May 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 10,700 | 93 | 0.01% | 0.01% | 138 | -2,900 | -21.32% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 10,494 | 92 | 0.0% | 0.0% | 139 | +87 | 0.84% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 10,494 | 92 | 0.01% | 0.01% | 140 | +87 | 0.84% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 9,980 | 87 | 0.0% | — | 142 | +9,980 | New | Q1 2026 | May 19, 2026 |
| Abel Hall, LLC | History | No change | 10,000 | 87 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 9,327 | 81 | 0.0% | 0.0% | 143 | +200 | 2.19% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,500 | 48 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | No change | 4,950 | 43 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 4,581 | 40 | 0.0% | — | 146 | +4,581 | New | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,500 | 39 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,150 | 27 | 0.0% | 0.0% | 148 | -5,000 | -61.35% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,848 | 25 | 0.0% | — | 149 | +2,848 | New | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 2,309 | 20 | 0.0% | 0.0% | 150 | +147 | 6.8% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 2,250 | 19 | 0.01% | 0.02% | 152 | -4,350 | -65.91% | Q1 2026 | May 04, 2026 |
| CITY HOLDING CO | History | Reduced | 2,250 | 19 | 0.0% | 0.01% | 151 | -2,250 | -50.0% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | No change | 2,000 | 17 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,925 | 16 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | Added to | 1,586 | 13 | 0.01% | 0.01% | 156 | +22 | 1.41% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1,495 | 13 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,164 | 10 | 0.0% | 0.0% | 157 | +25 | 2.19% | Q1 2026 | Jun 02, 2026 |
| TSFG, LLC | History | Added to | 1,179 | 10 | 0.0% | 0.0% | 159 | +25 | 2.17% | Q1 2026 | Apr 27, 2026 |
| ESL Trust Services, LLC | History | No change | 1,150 | 10 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 747 | 6 | 0.0% | 0.01% | 161 | -2,000 | -72.81% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 780 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caldwell Trust Co | History | No change | 720 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | New | 646 | 5 | 0.0% | — | 164 | +646 | New | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 680 | 5 | 0.0% | 0.0% | 163 | +15 | 2.26% | Q1 2026 | May 20, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 525 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 407 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Axiom Investment Management LLC | History | New | 233 | 2 | 0.0% | — | 169 | +233 | New | Q1 2026 | May 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 335 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 200 | 1 | 0.0% | — | 171 | +190 | 1900.0% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 220 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 205 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -792,677 | -100.0% | Q1 2026 | May 11, 2026 |
| Saba Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -438,995 | -100.0% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -82,764 | -100.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q1 2026 | May 13, 2026 |
| SAXON INTERESTS, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -36,257 | -100.0% | Q1 2026 | Apr 29, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -32,000 | -100.0% | Q1 2026 | Apr 10, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,275 | -100.0% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,612 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,795 | -100.0% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,560 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Water Asset Management | History | Closed out | 0 | 0 | — | 0.04% | — | -11,017 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,990 | -100.0% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 50 | 0 | — | — | — | +46 | 1150.0% | Q1 2026 | May 15, 2026 |