GABELLI EQUITY TRUST INC - GAB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 4,483,488 | 25,107 | 0.01% | 0.01% | 1 | +20,991 | 0.47% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,472,584 | 13,846 | 0.0% | 0.0% | 2 | +38,990 | 1.6% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,523,158 | 8,529 | 0.01% | 0.01% | 3 | +6,598 | 0.44% | Q1 2026 | Apr 27, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 1,023,419 | 5,731 | 0.4% | 0.45% | 4 | -42,075 | -3.95% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 841,675 | 4,713 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 708,495 | 3,967 | 0.0% | 0.0% | 6 | +34,195 | 5.07% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 612,585 | 3,430 | 0.0% | 0.0% | 7 | -30,501 | -4.74% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 585,670 | 3,279 | 0.07% | 0.07% | 8 | +44,167 | 8.16% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 578,779 | 3,241 | 0.0% | 0.0% | 9 | -62,521 | -9.75% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 569,072 | 3,187 | 0.01% | 0.01% | 10 | +7,220 | 1.29% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 551,907 | 3,090 | 0.0% | 0.0% | 11 | +9,374 | 1.73% | Q1 2026 | May 15, 2026 |
| Live Oak Private Wealth LLC | History | No change | 514,176 | 2,879 | 0.4% | 0.43% | 12 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 467,229 | 2,616 | 0.0% | 0.0% | 13 | -130,970 | -21.89% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 454,585 | 2,545 | 0.01% | 0.01% | 14 | -1,736 | -0.38% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 452,971 | 2,536 | 0.01% | 0.01% | 15 | -3,255 | -0.71% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 405,588 | 2,271 | 0.02% | — | 16 | +405,588 | New | Q1 2026 | May 12, 2026 |
| Ursa Fund Management, LLC | History | New | 367,924 | 2,060 | 1.92% | — | 17 | +367,924 | New | Q1 2026 | May 15, 2026 |
| Yakira Capital Management, Inc. | History | New | 362,409 | 2,029 | 0.59% | — | 18 | +362,409 | New | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 352,055 | 1,971 | 0.03% | — | 19 | +352,055 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 345,772 | 1,936 | 0.0% | 0.0% | 20 | +31,196 | 9.92% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 343,642 | 1,924 | 0.5% | 0.59% | 21 | -8,656 | -2.46% | Q1 2026 | Apr 08, 2026 |
| Alpine Global Management, LLC | History | New | 336,337 | 1,883 | 0.28% | — | 22 | +336,337 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 325,935 | 1,825 | 0.0% | 0.0% | 23 | -1,616 | -0.49% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 319,274 | 1,787 | 0.01% | 0.01% | 24 | +8,735 | 2.81% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 304,005 | 1,702 | 0.0% | 0.0% | 25 | -29,763 | -8.92% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 303,875 | 1,701 | 0.01% | 0.02% | 26 | -115,677 | -27.57% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 297,436 | 1,665 | 0.0% | 0.0% | 27 | +125,065 | 72.56% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 287,296 | 1,608 | 0.18% | 0.18% | 28 | +7,102 | 2.53% | Q1 2026 | Apr 28, 2026 |
| COHEN & STEERS, INC. | History | New | 280,000 | 1,568 | 0.0% | — | 29 | +280,000 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 269,630 | 1,509 | 0.0% | 0.0% | 30 | -81,657 | -23.25% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 248,999 | 1,394 | 0.0% | 0.0% | 31 | +17,634 | 7.62% | Q1 2026 | May 15, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 227,710 | 1,275 | 0.12% | 0.14% | 32 | -17,128 | -7.0% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 215,206 | 1,205 | 0.0% | 0.0% | 33 | -6,966 | -3.14% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 200,458 | 1,122 | 0.01% | 0.0% | 34 | +29,730 | 17.41% | Q1 2026 | Apr 24, 2026 |
| Cable Car Capital, LP | History | New | 200,000 | 1,120 | 0.39% | — | 35 | +200,000 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 190,532 | 1,067 | 0.03% | 0.03% | 36 | +24,559 | 14.8% | Q1 2026 | Apr 21, 2026 |
| Quarry LP | History | New | 189,452 | 1,060 | 0.19% | — | 37 | +189,452 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 181,816 | 1,018 | 0.08% | 0.09% | 38 | +88,605 | 95.06% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 159,155 | 891 | 0.0% | 0.0% | 39 | +3,255 | 2.09% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | New | 147,092 | 823 | 0.01% | — | 40 | +147,092 | New | Q1 2026 | May 01, 2026 |
| PMG Family Office LLC | History | Added to | 144,361 | 808 | 0.9% | 0.99% | 41 | +5,879 | 4.25% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 134,472 | 753 | 0.02% | — | 42 | +134,472 | New | Q1 2026 | Apr 08, 2026 |
| Valley Brook Capital Group, Inc. | History | Added to | 133,960 | 750 | 0.5% | 0.48% | 43 | +17,124 | 14.66% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 107,486 | 601 | 0.01% | 0.01% | 44 | -9,543 | -8.15% | Q1 2026 | Apr 28, 2026 |
| Kera Capital Partners, Inc. | History | No change | 105,780 | 592 | 0.07% | 0.08% | 45 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Advocates, LLC | History | Added to | 102,038 | 571 | 0.58% | 0.6% | 46 | +4,600 | 4.72% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Added to | 101,476 | 568 | 0.03% | 0.03% | 47 | +4,664 | 4.82% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 100,452 | 562 | 0.0% | 0.0% | 48 | +10,394 | 11.54% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 95,533 | 534 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 94,904 | 531 | 0.01% | 0.01% | 50 | +38 | 0.04% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 91,070 | 509 | 0.0% | 0.0% | 51 | +48,852 | 115.71% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 90,124 | 504 | 0.0% | 0.0% | 52 | +6,304 | 7.52% | Q1 2026 | May 05, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 89,280 | 499 | 0.16% | 0.2% | 54 | +474 | 0.53% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 89,255 | 499 | 0.01% | 0.01% | 53 | +235 | 0.26% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | New | 88,662 | 496 | 0.01% | — | 55 | +88,662 | New | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 87,395 | 489 | 0.0% | 0.0% | 56 | -11,258 | -11.41% | Q1 2026 | May 04, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 86,084 | 482 | 0.31% | 0.35% | 57 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 80,028 | 448 | 0.0% | 0.0% | 58 | -7,313 | -8.37% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | No change | 75,353 | 421 | 0.04% | 0.05% | 59 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 65,601 | 403 | 0.0% | 0.0% | 60 | +2,501 | 3.96% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 71,611 | 401 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 69,800 | 382 | 0.0% | 0.0% | 62 | +52,899 | 312.99% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 68,021 | 380 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Reduced | 66,058 | 369 | 0.0% | 0.0% | 64 | -11,367 | -14.68% | Q1 2026 | May 13, 2026 |
| Zinnia Wealth Advisory, LLC | History | Added to | 63,505 | 355 | 0.4% | 0.42% | 65 | +697 | 1.11% | Q1 2026 | May 08, 2026 |
| Elevated Private Wealth, LLC | History | No change | 56,836 | 350 | 0.36% | 0.36% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 61,848 | 346 | 0.0% | 0.0% | 67 | -53,846 | -46.54% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 61,292 | 343 | 0.0% | 0.0% | 68 | -126,328 | -67.33% | Q1 2026 | May 12, 2026 |
| Darden Wealth Group Inc | History | No change | 57,000 | 319 | 0.16% | 0.17% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | New | 55,358 | 310 | 0.0% | — | 70 | +55,358 | New | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | No change | 52,810 | 295 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 48,722 | 272 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 48,329 | 270 | 0.0% | 0.0% | 73 | +852 | 1.79% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | New | 47,898 | 267 | 0.01% | — | 75 | +47,898 | New | Q1 2026 | Apr 14, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 47,808 | 267 | 0.06% | 0.08% | 74 | -9,566 | -16.67% | Q1 2026 | Apr 09, 2026 |
| Arista Wealth Management, LLC | History | No change | 47,128 | 263 | 0.03% | 0.04% | 76 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 46,172 | 258 | 0.02% | 0.02% | 77 | +8,725 | 23.3% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 45,386 | 254 | 0.0% | — | 78 | +45,386 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 44,851 | 251 | 0.0% | 0.0% | 79 | +786 | 1.78% | Q1 2026 | May 12, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 43,060 | 241 | 0.15% | 0.12% | 80 | +9,909 | 29.89% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,777 | 233 | 0.0% | 0.0% | 81 | -39,497 | -47.43% | Q1 2026 | Apr 08, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 41,224 | 230 | 0.02% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 39,768 | 222 | 0.0% | 0.0% | 83 | +300 | 0.76% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 38,941 | 218 | 0.0% | 0.0% | 84 | +12 | 0.03% | Q1 2026 | May 14, 2026 |
| Coquina Private Wealth LLC | History | Reduced | 38,306 | 214 | 0.17% | 0.19% | 85 | -57 | -0.15% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 37,574 | 210 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 36,833 | 206 | 0.0% | 0.0% | 87 | -2,543 | -6.46% | Q1 2026 | May 12, 2026 |
| Core Wealth Advisors, Inc. | History | New | 36,747 | 205 | 0.05% | — | 88 | +36,747 | New | Q1 2026 | May 15, 2026 |
| 10Elms LLP | History | Reduced | 10,000 | 202 | 0.13% | 0.21% | 89 | -800 | -7.41% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,306 | 192 | 0.0% | 0.0% | 90 | +140 | 0.41% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Reduced | 32,107 | 179 | 0.0% | 0.01% | 91 | -47,582 | -59.71% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 31,867 | 178 | 0.05% | 0.05% | 93 | +343 | 1.09% | Q1 2026 | Apr 10, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 31,904 | 178 | 0.09% | 0.1% | 92 | +240 | 0.76% | Q1 2026 | May 07, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 31,350 | 175 | 0.09% | 0.07% | 94 | +6,970 | 28.59% | Q1 2026 | Apr 22, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 27,879 | 156 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Added to | 26,793 | 150 | 0.0% | 0.0% | 98 | +1,049 | 4.07% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 26,938 | 150 | 0.02% | 0.02% | 96 | +277 | 1.04% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 27,739 | 150 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Barn Wealth, LLC | History | No change | 24,278 | 149 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 26,748 | 149 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 26,156 | 146 | 0.0% | 0.0% | 101 | +42 | 0.16% | Q1 2026 | Apr 20, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 26,016 | 145 | 0.0% | 0.0% | 102 | -62,822 | -70.72% | Q1 2026 | May 14, 2026 |
| Mendel Capital Management LLC | History | New | 25,638 | 143 | 0.07% | — | 104 | +25,638 | New | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 25,560 | 143 | 0.0% | — | 103 | +25,560 | New | Q1 2026 | Apr 07, 2026 |
| Savvy Advisors, Inc. | History | New | 24,424 | 136 | 0.0% | — | 105 | +24,424 | New | Q1 2026 | May 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 23,928 | 133 | 0.05% | 0.06% | 106 | -1,014 | -4.07% | Q1 2026 | Apr 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 23,374 | 130 | 0.01% | 0.01% | 107 | +5,779 | 32.84% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Reduced | 23,326 | 130 | 0.0% | 0.0% | 108 | -1,224 | -4.99% | Q1 2026 | Apr 16, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 23,199 | 129 | 0.0% | 0.0% | 109 | +3,904 | 20.23% | Q1 2026 | May 07, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 23,000 | 128 | 0.02% | — | 110 | +23,000 | New | Q1 2026 | Apr 29, 2026 |
| NOMURA HOLDINGS INC | History | New | 22,786 | 127 | 0.0% | — | 111 | +22,786 | New | Q1 2026 | May 15, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 21,842 | 122 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 21,440 | 120 | 0.0% | 0.0% | 113 | +148 | 0.7% | Q1 2026 | May 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 19,142 | 118 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 20,778 | 116 | 0.01% | 0.01% | 115 | +590 | 2.92% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,536 | 115 | 0.0% | 0.0% | 116 | +16,536 | 413.4% | Q1 2026 | May 01, 2026 |
| Northstar Group, Inc. | History | New | 20,521 | 114 | 0.02% | — | 117 | +20,521 | New | Q1 2026 | Apr 28, 2026 |
| MOTCO | History | Reduced | 19,910 | 111 | 0.01% | 0.01% | 118 | -2,408 | -10.79% | Q1 2026 | Apr 22, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 19,965 | 111 | 0.08% | 0.08% | 119 | +345 | 1.76% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 19,808 | 110 | 0.01% | 0.01% | 120 | +2,801 | 16.47% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,987 | 106 | 0.0% | 0.0% | 122 | +3,256 | 20.7% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 19,000 | 106 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Square, LLC | History | No change | 18,747 | 105 | 0.05% | 0.06% | 123 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | No change | 18,624 | 104 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 16,537 | 102 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SYM FINANCIAL Corp | History | Added to | 17,424 | 97 | 0.01% | 0.01% | 126 | +5,390 | 44.79% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | No change | 17,200 | 96 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Register Financial Advisors LLC | History | Added to | 17,017 | 95 | 0.04% | 0.04% | 130 | +443 | 2.67% | Q1 2026 | Apr 15, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 17,109 | 95 | 0.04% | 0.04% | 129 | +440 | 2.64% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,473 | 95 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,873 | 94 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Oxford Wealth Group, LLC | History | New | 16,734 | 93 | 0.05% | — | 133 | +16,734 | New | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 16,731 | 93 | 0.01% | — | 132 | +16,731 | New | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 14,982 | 92 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,303 | 91 | 0.0% | 0.0% | 135 | +1,001 | 6.54% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 16,347 | 91 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 16,055 | 89 | 0.0% | 0.0% | 137 | +337 | 2.14% | Q1 2026 | May 01, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | New | 15,549 | 87 | 0.02% | — | 138 | +15,549 | New | Q1 2026 | Apr 27, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 15,241 | 85 | 0.01% | 0.02% | 141 | -5,136 | -25.2% | Q1 2026 | Apr 23, 2026 |
| HUB Investment Partners, LLC | History | No change | 15,203 | 85 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Curran Financial Partners, LLC | History | No change | 15,325 | 85 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 15,163 | 84 | 0.02% | 0.03% | 142 | -1,550 | -9.27% | Q1 2026 | Apr 16, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,911 | 83 | 0.0% | 0.0% | 143 | +32 | 0.22% | Q1 2026 | May 14, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 14,363 | 80 | 0.02% | 0.02% | 145 | +113 | 0.79% | Q1 2026 | May 05, 2026 |
| Acropolis Investment Management, LLC | History | No change | 14,332 | 80 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Csenge Advisory Group | History | Added to | 13,777 | 77 | 0.0% | 0.0% | 147 | +357 | 2.66% | Q1 2026 | Apr 30, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 13,757 | 77 | 0.0% | 0.0% | 148 | +91 | 0.67% | Q1 2026 | May 07, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 13,857 | 77 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 13,672 | 76 | 0.01% | — | 149 | +13,672 | New | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,479 | 75 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 13,479 | 75 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MTM Investment Management, LLC | History | No change | 13,530 | 75 | 0.02% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Added to | 13,107 | 73 | 0.0% | 0.0% | 153 | +60 | 0.46% | Q1 2026 | May 04, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 13,021 | 72 | 0.01% | — | 154 | +13,021 | New | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 12,821 | 71 | 0.0% | 0.0% | 155 | -4,843 | -27.42% | Q1 2026 | May 14, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 11,571 | 71 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Savant Capital, LLC | History | No change | 12,297 | 68 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Morton Capital Management LLC/CA | History | New | 12,112 | 67 | 0.01% | — | 158 | +12,112 | New | Q1 2026 | Apr 21, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 11,941 | 66 | 0.02% | 0.02% | 159 | -2,955 | -19.84% | Q1 2026 | May 14, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 11,749 | 65 | 0.04% | 0.05% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | New | 11,446 | 64 | 0.01% | — | 161 | +11,446 | New | Q1 2026 | May 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 11,348 | 63 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Texas Yale Capital Corp. | History | No change | 11,000 | 61 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 10,770 | 60 | 0.0% | 0.0% | 164 | +278 | 2.65% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,428 | 58 | 0.0% | 0.0% | 165 | -1,902 | -15.43% | Q1 2026 | May 06, 2026 |
| NOVEM GROUP | History | No change | 10,489 | 58 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Virtu Financial LLC | History | New | 10,268 | 57 | 0.0% | — | 168 | +10,268 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,200 | 57 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,170 | 56 | 0.0% | 0.0% | 169 | +8,799 | 641.79% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,151 | 56 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 9,150 | 49 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 8,400 | 47 | 0.0% | — | 172 | +8,400 | New | Q1 2026 | Apr 30, 2026 |
| Kentucky Trust Co | History | No change | 7,400 | 41 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 6,780 | 37 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 5,908 | 33 | 0.0% | — | 176 | +5,908 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 6,000 | 33 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 5,678 | 31 | 0.0% | 0.0% | 177 | +3,508 | 161.66% | Q1 2026 | Apr 13, 2026 |
| Wellington Shields & Co., LLC | History | No change | 5,428 | 30 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 5,344 | 29 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 4,933 | 27 | 0.0% | 0.0% | 181 | -4,629 | -48.41% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 4,936 | 27 | 0.0% | 0.0% | 180 | +370 | 8.1% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3,917 | 21 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,450 | 19 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 3,300 | 18 | 0.05% | 0.01% | 184 | -24,886 | -88.29% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 3,300 | 18 | 0.0% | — | 185 | +3,300 | New | Q1 2026 | May 11, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 3,100 | 17 | 0.01% | 0.01% | 186 | -500 | -13.89% | Q1 2026 | May 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,949 | 16 | 0.01% | 0.01% | 187 | +75 | 2.61% | Q1 2026 | Apr 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 2,935 | 16 | 0.0% | 0.0% | 188 | +75 | 2.62% | Q1 2026 | Apr 10, 2026 |
| Hilltop National Bank | History | No change | 2,750 | 15 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,161 | 13 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| American Capital Advisory, LLC | History | Reduced | 2,295 | 12 | 0.0% | 0.01% | 191 | -230 | -9.11% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2,000 | 11 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,676 | 10 | 0.0% | 0.0% | 193 | -48,544 | -81.97% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,906 | 10 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,556 | 9 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,156 | 6 | 0.0% | — | 199 | +1,156 | New | Q1 2026 | Apr 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 1,098 | 6 | 0.0% | 0.0% | 196 | +28 | 2.62% | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 1,200 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1,125 | 6 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Community Bank, N.A. | History | No change | 1,000 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | No change | 1,000 | 5 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HOWE & RUSLING INC | History | New | 728 | 4 | 0.0% | — | 203 | +728 | New | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 739 | 4 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 648 | 3 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | New | 500 | 2 | 0.0% | — | 207 | +500 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 451 | 2 | 0.0% | — | 205 | +405 | 880.43% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 2 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 331 | 1 | 0.0% | — | 210 | +331 | New | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 183 | 1 | 0.0% | — | 211 | +183 | New | Q1 2026 | May 08, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 343 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 327 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -1,082,702 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -185,326 | -100.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,320 | -100.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,515 | -100.0% | Q1 2026 | May 04, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,555 | -100.0% | Q1 2026 | May 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Closed out | 0 | 0 | — | 0.01% | — | -5,280 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,922 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,812 | -100.0% | Q1 2026 | May 11, 2026 |
| WHI TRUST Co LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,682 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,528 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,654 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,400 | -100.0% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -954 | -100.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 104 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |