VanEck ETF Trust - GDXJ
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | History | Added to | 5,987,551 | 718,745 | 0.27% | 0.2% | 1 | +914,257 | 18.02% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 5,207,236 | 625,076 | 0.09% | 0.08% | 2 | +660,108 | 14.52% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,501,039 | 388,154 | 0.19% | 0.05% | 3 | +530,902 | 54.72% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,018,956 | 362,395 | 0.04% | 0.07% | 4 | -2,313,945 | -43.39% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 2,673,565 | 320,935 | 0.5% | 0.47% | 5 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Jain Global LLC | History | Reduced | 2,493,391 | 299,306 | 1.24% | 1.4% | 6 | -58,510 | -2.29% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,012,628 | 241,595 | 0.03% | 0.03% | 7 | +4,629 | 0.23% | Q1 2026 | May 12, 2026 |
| Lingotto Investment Management LLP | History | Reduced | 1,990,572 | 238,948 | 4.72% | 5.16% | 8 | -612,322 | -23.52% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,987,885 | 238,625 | 0.01% | 0.02% | 9 | -318,598 | -13.81% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,750,474 | 210,126 | 0.03% | 0.01% | 10 | +875,074 | 99.96% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,704,276 | 204,581 | 0.09% | 0.11% | 11 | -561,574 | -24.78% | Q1 2026 | May 11, 2026 |
| Nearwater Capital Markets, Ltd | History | Reduced | 1,638,000 | 196,625 | 4.64% | 3.19% | 12 | -2,000 | -0.12% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 1,432,540 | 171,962 | 0.7% | 0.69% | 13 | -317,935 | -18.16% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 1,169,827 | 140,426 | 0.03% | 0.03% | 14 | +1,332 | 0.11% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | New | 1,000,000 | 120,040 | 0.21% | — | 15 | +1,000,000 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 838,817 | 100,691 | 0.01% | 0.0% | 16 | +781,465 | 1362.58% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 651,747 | 78,235 | 0.08% | 0.09% | 17 | -43,178 | -6.21% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 589,939 | 70,816 | 0.02% | 0.02% | 18 | +3,645 | 0.62% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 486,365 | 58,383 | 0.06% | 0.06% | 19 | -74,939 | -13.35% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 445,704 | 53,502 | 0.07% | 0.1% | 20 | -348,396 | -43.87% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 390,864 | 46,919 | 0.01% | 0.01% | 21 | -293,963 | -42.93% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Reduced | 361,394 | 43,381 | 0.07% | 0.09% | 22 | -206,706 | -36.39% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 358,185 | 42,996 | 0.02% | — | 23 | +358,185 | New | Q1 2026 | May 15, 2026 |
| Panview Capital Ltd | History | Reduced | 341,365 | 40,977 | 8.77% | 17.5% | 24 | -86,835 | -20.28% | Q1 2026 | May 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 298,166 | 35,791 | 3.12% | 5.47% | 25 | -223,806 | -42.88% | Q1 2026 | Apr 07, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 284,690 | 34,174 | 0.05% | 0.06% | 26 | -79,400 | -21.81% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 264,427 | 31,742 | 0.03% | 0.02% | 27 | +71,525 | 37.08% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 249,200 | 29,913 | 0.02% | 0.04% | 28 | -20,800 | -7.7% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 242,660 | 29,128 | 0.0% | 0.0% | 29 | +8,903 | 3.81% | Q1 2026 | May 15, 2026 |
| Eschler Asset Management LLP | History | Added to | 210,448 | 25,262 | 25.18% | 15.34% | 30 | +10,448 | 5.22% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 200,000 | 24,008 | 0.15% | 0.33% | 32 | -286,000 | -58.85% | Q1 2026 | May 15, 2026 |
| Anson Funds Management LP | History | Added to | 200,000 | 24,008 | 2.11% | 1.43% | 31 | +66,700 | 50.04% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 193,384 | 23,177 | 0.02% | 0.02% | 33 | +4,256 | 2.25% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 173,081 | 20,776 | 0.0% | 0.0% | 34 | -72,038 | -29.39% | Q1 2026 | May 15, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 172,500 | 20,706 | 1.45% | 0.95% | 35 | +68,500 | 65.87% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 160,258 | 19,237 | 0.68% | 0.28% | 36 | +86,981 | 118.7% | Q1 2026 | May 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 150,101 | 18,018 | 1.39% | 0.82% | 37 | +55,808 | 59.19% | Q1 2026 | May 12, 2026 |
| Fielder Capital Group LLC | History | Added to | 144,938 | 17,398 | 3.79% | 3.49% | 38 | +713 | 0.49% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 143,074 | 17,174 | 0.01% | 0.01% | 39 | -184,508 | -56.32% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 135,662 | 16,284 | 0.02% | 0.02% | 40 | -10,960 | -7.48% | Q1 2026 | Apr 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 134,624 | 16,160 | 2.53% | 2.39% | 41 | -24 | -0.02% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 125,575 | 15,728 | 0.03% | — | 42 | +125,575 | New | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 122,976 | 14,762 | 0.55% | 0.48% | 43 | +20 | 0.02% | Q1 2026 | May 07, 2026 |
| Deltroit Asset Management (UK) LLP | History | New | 112,000 | 13,444 | 2.16% | — | 44 | +112,000 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 109,622 | 13,159 | 0.05% | 0.02% | 45 | +72,528 | 195.52% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | New | 109,000 | 13,084 | 0.05% | — | 46 | +109,000 | New | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 108,137 | 12,980 | 0.02% | 0.02% | 47 | +64 | 0.06% | Q1 2026 | May 14, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 102,970 | 12,360 | 2.55% | 3.03% | 48 | -29,092 | -22.03% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 101,797 | 12,219 | 0.01% | 0.0% | 49 | +100,979 | 12344.62% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 101,185 | 12,146 | 0.01% | 0.02% | 50 | -26,866 | -20.98% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 120,565 | 12,049 | 0.0% | 0.0% | 51 | -15,157 | -11.17% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Reduced | 97,525 | 11,706 | 0.67% | 0.79% | 52 | -595 | -0.61% | Q1 2026 | May 04, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 88,758 | 10,654 | 0.11% | 0.13% | 53 | -25,000 | -21.98% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Added to | 86,169 | 10,343 | 0.75% | 0.59% | 54 | +17,868 | 26.16% | Q1 2026 | May 05, 2026 |
| Professional Financial Management, Inc. | History | Reduced | 85,396 | 10,250 | 10.67% | 11.12% | 55 | -792 | -0.92% | Q1 2026 | May 12, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 85,371 | 10,247 | 3.28% | 3.42% | 56 | -6,520 | -7.1% | Q1 2026 | Apr 20, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 84,575 | 10,152 | 0.05% | 0.03% | 57 | -7,025 | -7.67% | Q1 2026 | May 14, 2026 |
| Vanderbilt University | History | Reduced | 83,060 | 9,970 | 1.89% | 3.25% | 58 | -84,450 | -50.41% | Q1 2026 | Apr 20, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 80,006 | 9,603 | 0.01% | 0.01% | 59 | +20,006 | 33.34% | Q1 2026 | May 15, 2026 |
| Amundi | History | Reduced | 79,814 | 9,580 | 0.0% | 0.0% | 60 | -81,519 | -50.53% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 79,386 | 9,529 | 0.13% | 0.01% | 61 | +73,631 | 1279.43% | Q1 2026 | May 15, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Reduced | 79,138 | 9,499 | 5.53% | 6.26% | 62 | -1,380 | -1.71% | Q1 2026 | Apr 21, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 80,111 | 9,427 | 0.72% | 0.52% | 63 | +5,600 | 7.52% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 75,280 | 9,037 | 0.29% | 0.22% | 64 | +16,442 | 27.94% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 75,000 | 9,003 | 0.01% | 0.1% | 65 | -425,000 | -85.0% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 67,601 | 8,114 | 0.08% | 0.02% | 66 | +50,222 | 288.98% | Q1 2026 | May 12, 2026 |
| Mizuho Markets Cayman LP | History | New | 66,652 | 8,000 | 0.43% | — | 67 | +66,652 | New | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 60,293 | 7,237 | 0.03% | 0.03% | 68 | +2,696 | 4.68% | Q1 2026 | Apr 30, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | No change | 60,000 | 7,202 | 1.07% | 1.09% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 59,432 | 7,134 | 0.56% | 0.44% | 70 | +7,570 | 14.6% | Q1 2026 | Apr 23, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 58,305 | 6,998 | 1.15% | 0.88% | 71 | +5 | 0.01% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 58,079 | 6,971 | 0.09% | 0.04% | 72 | +29,525 | 103.4% | Q1 2026 | May 11, 2026 |
| Canoe Financial LP | History | Added to | 57,546 | 6,907 | 0.09% | 0.08% | 73 | +3,345 | 6.17% | Q1 2026 | Apr 22, 2026 |
| MRA Advisory Group | History | Reduced | 55,337 | 6,642 | 2.71% | 2.81% | 74 | -3,600 | -6.11% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 55,022 | 6,604 | 0.03% | 0.05% | 75 | -2,629 | -4.56% | Q1 2026 | May 15, 2026 |
| TCFG Investment Advisors, LLC | History | New | 54,816 | 6,580 | 2.46% | — | 77 | +54,816 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 54,816 | 6,580 | 2.46% | 3.69% | 76 | -28,148 | -33.93% | Q1 2026 | Apr 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 53,540 | 6,427 | 0.1% | 0.1% | 78 | -2,651 | -4.72% | Q1 2026 | Apr 14, 2026 |
| Carrera Capital Advisors | History | Reduced | 53,061 | 6,369 | 0.98% | 1.74% | 79 | -38,015 | -41.74% | Q1 2026 | May 04, 2026 |
| Spruce Point Capital Management, LLC | History | New | 52,880 | 6,347 | 6.98% | — | 80 | +52,880 | New | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Added to | 52,536 | 6,306 | 0.04% | 0.03% | 81 | +14,032 | 36.44% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 52,005 | 6,242 | 0.12% | — | 82 | +52,005 | New | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 51,736 | 6,211 | 0.01% | 0.01% | 83 | +8,539 | 19.77% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 53,900 | 6,132 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 50,989 | 6,120 | 0.01% | 0.01% | 85 | +1,638 | 3.32% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 50,618 | 6,076 | 0.03% | 0.02% | 86 | +15,668 | 44.83% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | New | 50,200 | 6,026 | 0.0% | — | 87 | +50,200 | New | Q1 2026 | May 13, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 50,000 | 6,002 | 4.85% | 4.9% | 88 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 49,693 | 5,965 | 0.27% | 0.31% | 89 | +300 | 0.61% | Q1 2026 | Apr 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 47,750 | 5,731 | 0.0% | 0.0% | 90 | +17,048 | 55.53% | Q1 2026 | May 05, 2026 |
| Realta Investment Advisors | History | Reduced | 47,214 | 5,667 | 1.97% | 1.77% | 91 | -286 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Copley Financial Group, Inc. | History | Added to | 46,824 | 5,620 | 3.39% | 3.15% | 92 | +2,051 | 4.58% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 46,099 | 5,533 | 0.13% | 0.03% | 93 | +34,171 | 286.48% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 45,656 | 5,480 | 0.0% | 0.0% | 94 | +6,702 | 17.2% | Q1 2026 | May 04, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 42,738 | 5,130 | 0.76% | 0.68% | 95 | +1,007 | 2.41% | Q1 2026 | May 07, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 40,778 | 4,894 | 1.23% | 1.22% | 96 | -1,011 | -2.42% | Q1 2026 | May 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 40,743 | 4,890 | 0.27% | 0.25% | 97 | +1,559 | 3.98% | Q1 2026 | Apr 30, 2026 |
| Freemont Management S.A. | History | No change | 40,000 | 4,801 | 0.73% | 0.79% | 98 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Woodline Partners LP | History | New | 39,242 | 4,710 | 0.02% | — | 99 | +39,242 | New | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | Added to | 38,976 | 4,678 | 1.11% | 1.02% | 100 | +1,649 | 4.42% | Q1 2026 | Apr 23, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 38,696 | 4,645 | 0.77% | 0.59% | 101 | +8,356 | 27.54% | Q1 2026 | May 01, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Reduced | 37,796 | 4,537 | 2.03% | 1.75% | 102 | -2,877 | -7.07% | Q1 2026 | May 08, 2026 |
| Murchinson Ltd. | History | New | 37,500 | 4,501 | 0.57% | — | 103 | +37,500 | New | Q1 2026 | May 15, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 37,287 | 4,477 | 1.27% | 1.01% | 104 | +6,648 | 21.7% | Q1 2026 | Apr 30, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 35,480 | 4,259 | 1.85% | 3.87% | 105 | -29,920 | -45.75% | Q1 2026 | Apr 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 35,204 | 4,225 | 0.32% | 0.22% | 106 | +9,447 | 36.68% | Q1 2026 | May 15, 2026 |
| West Family Investments, Inc. | History | No change | 34,500 | 4,141 | 1.45% | 0.92% | 107 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 33,486 | 4,019 | 0.01% | 0.0% | 108 | +4,241 | 14.5% | Q1 2026 | May 15, 2026 |
| CHELSEA COUNSEL CO | History | No change | 35,260 | 4,011 | 1.72% | 1.72% | 109 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vontobel Holding Ltd. | History | Added to | 32,410 | 3,890 | 0.01% | 0.01% | 110 | +8,089 | 33.26% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 35,138 | 3,886 | 0.0% | 0.0% | 111 | +29,741 | 551.07% | Q1 2026 | May 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 33,940 | 3,861 | 0.29% | 0.29% | 112 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cypress Capital Group | History | New | 31,458 | 3,776 | 0.42% | — | 113 | +31,458 | New | Q1 2026 | May 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 31,374 | 3,766 | 0.39% | 0.35% | 114 | -1,760 | -5.31% | Q1 2026 | May 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 30,594 | 3,672 | 0.26% | 0.22% | 115 | +3,153 | 11.49% | Q1 2026 | May 12, 2026 |
| MEDICI CAPITAL LLC | History | Reduced | 30,300 | 3,637 | 4.48% | 8.19% | 116 | -59,500 | -66.26% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 30,011 | 3,602 | 0.01% | 0.07% | 117 | -137,364 | -82.07% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 29,515 | 3,543 | 0.06% | 0.06% | 118 | -793 | -2.62% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 28,273 | 3,393 | 0.09% | 0.1% | 119 | -6,251 | -18.11% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 27,831 | 3,340 | 0.18% | 0.02% | 120 | +25,155 | 940.02% | Q1 2026 | May 14, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | Reduced | 27,681 | 3,322 | 1.1% | 1.04% | 121 | -585 | -2.07% | Q1 2026 | Apr 02, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 27,198 | 3,264 | 0.58% | 0.56% | 122 | +259 | 0.96% | Q1 2026 | May 05, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 26,644 | 3,198 | 1.35% | 1.43% | 123 | -550 | -2.02% | Q1 2026 | Apr 20, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 55,830 | 3,193 | 1.04% | — | 124 | +55,830 | New | Q1 2026 | May 13, 2026 |
| Nokomis Capital, L.L.C. | History | Reduced | 26,315 | 3,158 | 0.91% | 2.36% | 125 | -61,300 | -69.97% | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 26,256 | 3,151 | 0.33% | 0.33% | 126 | -1,780 | -6.35% | Q1 2026 | May 07, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 25,317 | 3,039 | 0.51% | 0.48% | 127 | -144 | -0.57% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,175 | 3,021 | 0.0% | 0.0% | 128 | +2,831 | 12.67% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 25,164 | 3,020 | 0.0% | 0.0% | 129 | +3,272 | 14.95% | Q1 2026 | May 12, 2026 |
| DCF Advisers, LLC | History | Reduced | 25,000 | 3,001 | 0.8% | 0.81% | 130 | -1,500 | -5.66% | Q1 2026 | May 11, 2026 |
| Tactive Advisors, LLC | History | Added to | 24,416 | 2,930 | 0.83% | 0.76% | 131 | +1,461 | 6.36% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,262 | 2,912 | 0.01% | 0.01% | 132 | -1,626 | -6.28% | Q1 2026 | Apr 30, 2026 |
| PEAK6 LLC | History | Reduced | 24,100 | 2,892 | 0.01% | 0.08% | 133 | -365,965 | -93.82% | Q1 2026 | May 13, 2026 |
| MOON CAPITAL MANAGEMENT LP | History | No change | 23,927 | 2,872 | 1.73% | 1.69% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 23,807 | 2,857 | 0.1% | 0.06% | 135 | +1,589 | 7.15% | Q1 2026 | Apr 23, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 23,539 | 2,825 | 0.71% | 0.3% | 136 | +14,285 | 154.37% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 23,503 | 2,821 | 0.01% | 0.0% | 137 | +5,229 | 28.61% | Q1 2026 | May 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 22,691 | 2,723 | 0.32% | 0.48% | 138 | -8,479 | -27.2% | Q1 2026 | Apr 30, 2026 |
| BlueCrest Capital Management Ltd | History | Reduced | 22,585 | 2,711 | 0.16% | 0.46% | 139 | -112,659 | -83.3% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 22,553 | 2,707 | 0.02% | — | 140 | +22,553 | New | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 22,109 | 2,653 | 0.04% | 0.04% | 141 | -1,800 | -7.53% | Q1 2026 | Apr 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 20,914 | 2,510 | 0.06% | 0.08% | 142 | -4,669 | -18.25% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 20,705 | 2,485 | 0.0% | 0.0% | 143 | +6,112 | 41.88% | Q1 2026 | May 14, 2026 |
| Corecam AG | History | Reduced | 20,600 | 2,472 | 2.11% | 3.75% | 144 | -13,100 | -38.87% | Q1 2026 | Apr 21, 2026 |
| SG Americas Securities, LLC | History | Added to | 20,578 | 2,470 | 0.0% | 0.0% | 145 | +15,173 | 280.72% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,025 | 2,403 | 0.01% | 0.01% | 146 | +1,583 | 8.58% | Q1 2026 | May 08, 2026 |
| Regal Partners Ltd | History | Reduced | 18,870 | 2,265 | 0.12% | 0.13% | 147 | -1,498 | -7.35% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 19,841 | 2,257 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 18,715 | 2,246 | 1.18% | 0.86% | 149 | -1,038 | -5.25% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 18,487 | 2,219 | 0.0% | 0.0% | 150 | +1,499 | 8.82% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 18,354 | 2,203 | 0.25% | 0.28% | 151 | -5,192 | -22.05% | Q1 2026 | Apr 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 18,154 | 2,179 | 0.0% | 0.01% | 152 | -30,972 | -63.05% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Added to | 18,041 | 2,165 | 0.05% | 0.01% | 153 | +13,359 | 285.33% | Q1 2026 | May 15, 2026 |
| ION Fund Management Ltd | History | No change | 17,370 | 2,085 | 0.3% | 0.23% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,183 | 2,062 | 0.0% | 0.0% | 155 | +7,731 | 81.79% | Q1 2026 | Apr 27, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 16,950 | 2,034 | 0.31% | 0.28% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 16,012 | 1,922 | 0.0% | — | 157 | +16,012 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 16,154 | 1,838 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 15,306 | 1,837 | 0.0% | 0.0% | 159 | +86 | 0.57% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 15,083 | 1,810 | 0.01% | — | 160 | +15,083 | New | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | New | 14,858 | 1,783 | 0.01% | — | 161 | +14,858 | New | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 14,756 | 1,771 | 0.03% | 0.03% | 162 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 13,885 | 1,666 | 0.13% | 0.12% | 163 | +185 | 1.35% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,652 | 1,638 | 0.0% | 0.0% | 164 | -1,255 | -8.42% | Q1 2026 | May 15, 2026 |
| LSP Investment Advisors, LLC | History | No change | 13,584 | 1,630 | 1.18% | 0.82% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 13,510 | 1,621 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 13,473 | 1,617 | 0.0% | 0.0% | 167 | -3,346 | -19.89% | Q1 2026 | May 13, 2026 |
| Sepio Capital, LP | History | New | 13,459 | 1,615 | 0.09% | — | 168 | +13,459 | New | Q1 2026 | May 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 13,409 | 1,609 | 0.18% | 0.16% | 169 | +688 | 5.41% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 13,232 | 1,588 | 0.0% | 0.0% | 170 | -93 | -0.7% | Q1 2026 | May 08, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 12,726 | 1,558 | 0.17% | 0.29% | 171 | -4,258 | -25.07% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,908 | 1,549 | 0.01% | 0.01% | 172 | -2,899 | -18.34% | Q1 2026 | Apr 24, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 12,491 | 1,499 | 0.02% | — | 173 | +12,491 | New | Q1 2026 | Apr 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,235 | 1,468 | 0.03% | 0.03% | 174 | +242 | 2.02% | Q1 2026 | May 14, 2026 |
| Polar Asset Management Partners Inc. | History | New | 12,054 | 1,446 | 0.03% | — | 175 | +12,054 | New | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,532 | 1,384 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 11,354 | 1,362 | 0.15% | 0.16% | 177 | -1,348 | -10.61% | Q1 2026 | May 11, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 11,308 | 1,357 | 0.56% | 0.56% | 178 | -245 | -2.12% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 11,505 | 1,326 | 0.01% | 0.03% | 179 | -9,465 | -45.14% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 10,750 | 1,290 | 0.04% | 0.04% | 180 | -1,420 | -11.67% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,645 | 1,277 | 0.0% | 0.0% | 181 | +390 | 3.8% | Q1 2026 | May 05, 2026 |
| FOSTER & MOTLEY INC | History | No change | 10,586 | 1,271 | 0.07% | 0.06% | 182 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,585 | 1,270 | 0.0% | 0.0% | 183 | +8,229 | 349.28% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 10,515 | 1,253 | 0.0% | 0.0% | 184 | +1,870 | 21.63% | Q1 2026 | May 15, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | No change | 10,353 | 1,242 | 0.28% | 0.27% | 185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 10,335 | 1,240 | 0.02% | — | 186 | +10,335 | New | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 10,104 | 1,212 | 0.05% | 0.06% | 187 | -1,750 | -14.76% | Q1 2026 | May 08, 2026 |
| Monaco Asset Management SAM | History | New | 10,000 | 1,200 | 0.22% | — | 190 | +10,000 | New | Q1 2026 | May 11, 2026 |
| Apriem Advisors | History | Added to | 10,000 | 1,200 | 0.11% | 0.03% | 188 | +7,000 | 233.33% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | No change | 10,000 | 1,200 | 0.13% | 0.13% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 9,950 | 1,194 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CMT Capital Markets Trading GmbH | History | New | 9,878 | 1,186 | 0.01% | — | 192 | +9,878 | New | Q1 2026 | May 15, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 9,441 | 1,133 | 0.81% | 1.11% | 193 | -3,395 | -26.45% | Q1 2026 | Apr 15, 2026 |
| Tidal Investments LLC | History | New | 9,963 | 1,117 | 0.0% | — | 194 | +9,963 | New | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | No change | 9,125 | 1,095 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,990 | 1,079 | 0.01% | 0.01% | 196 | -941 | -9.48% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,967 | 1,076 | 0.03% | 0.04% | 197 | -15 | -0.17% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | New | 8,925 | 1,071 | 0.57% | — | 198 | +8,925 | New | Q1 2026 | Apr 16, 2026 |
| Jefferies Financial Group Inc. | History | New | 8,850 | 1,062 | 0.01% | — | 200 | +8,850 | New | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 8,852 | 1,062 | 0.0% | 0.01% | 199 | -1,797 | -16.87% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,798 | 1,056 | 0.02% | 0.01% | 201 | +2,473 | 39.1% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 8,700 | 1,044 | 0.13% | 1.71% | 202 | -106,700 | -92.46% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,703 | 1,044 | 0.03% | 0.03% | 203 | -100 | -1.14% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 8,629 | 1,035 | 0.06% | 0.07% | 204 | -1,644 | -16.0% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,505 | 1,021 | 0.0% | 0.0% | 205 | +537 | 6.74% | Q1 2026 | Apr 22, 2026 |
| Holcombe Financial, Inc. | History | Added to | 8,474 | 1,017 | 0.6% | 0.53% | 206 | +986 | 13.17% | Q1 2026 | Apr 20, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 8,335 | 1,000 | 0.18% | 0.2% | 207 | -1,215 | -12.72% | Q1 2026 | May 04, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 8,298 | 996 | 0.21% | — | 209 | +8,298 | New | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 8,303 | 996 | 0.03% | 0.02% | 208 | +3,267 | 64.87% | Q1 2026 | May 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 8,198 | 984 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,101 | 972 | 0.0% | 0.0% | 211 | -3,687 | -31.28% | Q1 2026 | May 04, 2026 |
| INVESTMENT HOUSE LLC | History | New | 8,097 | 971 | 0.05% | — | 212 | +8,097 | New | Q1 2026 | Apr 29, 2026 |
| Evercore Wealth Management, LLC | History | No change | 8,000 | 960 | 0.02% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Added to | 7,877 | 945 | 0.08% | 0.07% | 214 | +202 | 2.63% | Q1 2026 | Apr 16, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Added to | 7,700 | 924 | 0.59% | 0.14% | 215 | +2,700 | 54.0% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,399 | 888 | 0.05% | 0.07% | 216 | -4,744 | -39.07% | Q1 2026 | Apr 15, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 7,375 | 885 | 0.28% | 0.47% | 217 | -5,273 | -41.69% | Q1 2026 | May 08, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,343 | 881 | 0.0% | 0.0% | 218 | -54 | -0.73% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,327 | 879 | 0.02% | 0.04% | 219 | -6,459 | -46.85% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,134 | 856 | 0.01% | 0.01% | 220 | +961 | 15.57% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 7,115 | 854 | 0.0% | 0.0% | 221 | +541 | 8.23% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,070 | 848 | 0.02% | 0.03% | 222 | -4,878 | -40.83% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 7,042 | 845 | 0.0% | 0.0% | 223 | +1,046 | 17.44% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 6,908 | 829 | 0.01% | 0.01% | 224 | +563 | 8.87% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 6,864 | 823 | 0.02% | 0.01% | 225 | +2,158 | 45.86% | Q1 2026 | May 04, 2026 |
| Twin Tree Management, LP | History | Reduced | 6,776 | 813 | 0.02% | 0.09% | 226 | -82,924 | -92.45% | Q1 2026 | May 14, 2026 |
| DV EQUITIES, LLC | History | No change | 7,068 | 804 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 6,591 | 791 | 0.06% | 0.06% | 228 | -253 | -3.7% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Added to | 6,558 | 787 | 0.02% | 0.02% | 229 | +2 | 0.03% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 6,477 | 777 | 0.06% | 0.05% | 230 | +140 | 2.21% | Q1 2026 | Apr 20, 2026 |
| Grand Central Investment Group | History | Added to | 6,368 | 764 | 0.57% | 0.52% | 231 | +89 | 1.42% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,361 | 763 | 0.02% | 0.03% | 232 | -4,339 | -40.55% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 6,329 | 759 | 0.01% | 0.04% | 233 | -15,000 | -70.33% | Q1 2026 | May 04, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 6,300 | 756 | 0.21% | 0.24% | 234 | -700 | -10.0% | Q1 2026 | May 06, 2026 |
| 360 Financial, Inc. | History | No change | 6,290 | 754 | 0.23% | 0.22% | 235 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 6,277 | 753 | 0.06% | 0.06% | 236 | -201 | -3.1% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 6,177 | 741 | 0.04% | 0.04% | 237 | -353 | -5.41% | Q1 2026 | Apr 23, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 6,100 | 732 | 0.02% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 6,077 | 729 | 0.32% | 0.3% | 239 | +69 | 1.15% | Q1 2026 | May 01, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 6,020 | 722 | 0.62% | 0.56% | 240 | -115 | -1.87% | Q1 2026 | May 14, 2026 |
| SIG BROKERAGE, LP | History | New | 6,000 | 720 | 0.02% | — | 241 | +6,000 | New | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 5,863 | 703 | 0.0% | 0.0% | 242 | +1,074 | 22.43% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,808 | 697 | 0.01% | 0.01% | 243 | -328 | -5.35% | Q1 2026 | Apr 28, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 5,556 | 666 | 0.01% | 0.02% | 244 | -5,065 | -47.69% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,428 | 652 | 0.02% | 0.02% | 245 | -331 | -5.75% | Q1 2026 | Apr 21, 2026 |
| EFG International AG | History | Reduced | 5,418 | 650 | 0.01% | 0.01% | 246 | -1,395 | -20.48% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 5,318 | 638 | 0.0% | 0.0% | 247 | +249 | 4.91% | Q1 2026 | May 14, 2026 |
| IBEX WEALTH ADVISORS | History | New | 5,300 | 636 | 0.06% | — | 248 | +5,300 | New | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 5,294 | 635 | 0.01% | 0.01% | 249 | +502 | 10.48% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | New | 5,249 | 630 | 0.0% | — | 250 | +5,249 | New | Q1 2026 | May 13, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | Reduced | 5,224 | 627 | 0.55% | 0.56% | 251 | -850 | -13.99% | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 5,115 | 614 | 0.11% | — | 252 | +5,115 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,094 | 611 | 0.0% | 0.01% | 253 | -562 | -9.94% | Q1 2026 | May 15, 2026 |
| Douglass Winthrop Advisors, LLC | History | Added to | 5,065 | 608 | 0.01% | 0.01% | 254 | +415 | 8.92% | Q1 2026 | May 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,043 | 605 | 0.02% | 0.02% | 255 | +186 | 3.83% | Q1 2026 | Apr 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,025 | 603 | 0.04% | 0.04% | 256 | -200 | -3.83% | Q1 2026 | May 21, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,996 | 599 | 0.0% | 0.0% | 257 | -1,672 | -25.07% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 4,955 | 594 | 0.02% | 0.03% | 258 | -477 | -8.78% | Q1 2026 | May 19, 2026 |
| Hara Capital LLC | History | Reduced | 4,943 | 593 | 0.3% | 0.32% | 259 | -140 | -2.75% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 4,924 | 591 | 0.05% | 0.04% | 260 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 4,803 | 588 | 0.0% | — | 261 | +4,803 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 4,893 | 587 | 0.0% | 0.0% | 262 | -500 | -9.27% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 4,675 | 585 | 0.12% | 0.2% | 263 | -900 | -16.14% | Q1 2026 | May 11, 2026 |
| LexAurum Advisors, LLC | History | New | 4,860 | 583 | 0.08% | — | 264 | +4,860 | New | Q1 2026 | Apr 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,800 | 576 | 0.01% | 0.01% | 265 | -800 | -14.29% | Q1 2026 | Apr 30, 2026 |
| Radnor Capital Management, LLC | History | Reduced | 4,800 | 576 | 0.09% | 0.09% | 266 | -800 | -14.29% | Q1 2026 | Apr 15, 2026 |
| DBK Financial Counsel, LLC | History | No change | 4,911 | 558 | 0.43% | 0.43% | 267 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,640 | 556 | 0.01% | 0.01% | 268 | -1,493 | -24.34% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,615 | 553 | 0.0% | 0.0% | 269 | -2,580 | -35.86% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,613 | 553 | 0.0% | 0.0% | 270 | +758 | 19.66% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 4,569 | 548 | 0.01% | — | 271 | +4,569 | New | Q1 2026 | May 12, 2026 |
| Fortis Advisors, LLC | History | Reduced | 4,545 | 545 | 0.27% | 0.29% | 272 | -115 | -2.47% | Q1 2026 | May 14, 2026 |
| Index Technologies Group LLC | History | Added to | 4,512 | 541 | 0.59% | 0.53% | 273 | +19 | 0.42% | Q1 2026 | Apr 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,273 | 534 | 0.0% | 0.0% | 274 | +3,772 | 752.89% | Q1 2026 | May 12, 2026 |
| SPWM Advisors LLC | History | No change | 4,090 | 531 | 0.46% | 0.44% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 4,400 | 528 | 0.03% | — | 276 | +4,400 | New | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,277 | 513 | 0.01% | 0.01% | 277 | -4,866 | -53.22% | Q1 2026 | Apr 20, 2026 |
| Ballew Advisors, Inc | History | Added to | 4,001 | 511 | 0.29% | 0.18% | 278 | +1,400 | 53.83% | Q1 2026 | Apr 10, 2026 |
| VANGUARD GROUP INC | History | No change | 4,400 | 500 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Connective Capital Management, LLC | History | Reduced | 4,058 | 487 | 0.4% | 0.55% | 280 | -4,236 | -51.07% | Q1 2026 | May 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 4,044 | 485 | 0.01% | 0.01% | 281 | -1,386 | -25.52% | Q1 2026 | May 14, 2026 |
| National Philanthropic Trust | History | Added to | 4,023 | 482 | 0.01% | 0.0% | 282 | +1,441 | 55.81% | Q1 2026 | May 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 3,959 | 475 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,948 | 473 | 0.0% | — | 284 | +3,948 | New | Q1 2026 | May 13, 2026 |
| TPG Advisors LLC | History | No change | 3,907 | 468 | 0.29% | 0.28% | 285 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,831 | 459 | 0.01% | 0.02% | 286 | -3,728 | -49.32% | Q1 2026 | May 12, 2026 |
| Banque Transatlantique SA | History | New | 3,782 | 453 | 0.01% | — | 287 | +3,782 | New | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | No change | 3,750 | 450 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantitative Investment Management, LLC | History | New | 3,732 | 447 | 0.05% | — | 289 | +3,732 | New | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | Added to | 3,706 | 444 | 0.28% | 0.29% | 290 | +32 | 0.87% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 3,639 | 436 | 0.0% | — | 291 | +3,639 | New | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,591 | 431 | 0.01% | 0.01% | 292 | +150 | 4.36% | Q1 2026 | Apr 28, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 3,782 | 430 | 0.13% | 0.13% | 293 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,579 | 429 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,522 | 422 | 0.0% | 0.0% | 295 | +1,000 | 39.65% | Q1 2026 | May 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 3,487 | 418 | 0.06% | 0.07% | 296 | -74 | -2.08% | Q1 2026 | May 06, 2026 |
| Scientech Research LLC | History | Added to | 3,477 | 417 | 0.35% | 0.13% | 297 | +1,679 | 93.38% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 3,452 | 414 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Rock Point Advisors, LLC | History | Added to | 3,387 | 406 | 0.11% | 0.09% | 299 | +100 | 3.04% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,370 | 405 | 0.03% | — | 301 | +3,370 | New | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,563 | 405 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | New | 3,360 | 403 | 0.01% | — | 302 | +3,360 | New | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,252 | 397 | 0.0% | 0.0% | 303 | -3,708 | -53.28% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | New | 3,315 | 397 | 0.0% | — | 304 | +3,315 | New | Q1 2026 | May 15, 2026 |
| Hemenway Trust Co LLC | History | No change | 3,300 | 396 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 3,202 | 384 | 0.4% | 0.24% | 306 | +1,072 | 50.33% | Q1 2026 | Apr 16, 2026 |
| Brookstone Capital Management | History | Reduced | 3,178 | 381 | 0.0% | 0.01% | 307 | -4,178 | -56.8% | Q1 2026 | Apr 16, 2026 |
| Veracity Capital LLC | History | Reduced | 3,174 | 381 | 0.14% | 0.12% | 308 | -293 | -8.45% | Q1 2026 | Apr 09, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 3,125 | 375 | 0.02% | 0.03% | 309 | -425 | -11.97% | Q1 2026 | Apr 20, 2026 |
| Belvedere Trading LLC | History | Reduced | 3,100 | 372 | 0.0% | 0.01% | 310 | -59,200 | -95.02% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,088 | 370 | 0.01% | 0.01% | 311 | +55 | 1.81% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 3,063 | 367 | 0.0% | 0.0% | 312 | +200 | 6.99% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | No change | 3,065 | 367 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MIZUHO SECURITIES USA LLC | History | Reduced | 3,000 | 360 | 0.01% | 0.01% | 314 | -3,000 | -50.0% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 3,000 | 360 | 0.03% | — | 316 | +3,000 | New | Q1 2026 | Apr 08, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 3,000 | 360 | 0.12% | — | 317 | +3,000 | New | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,000 | 360 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,933 | 352 | 0.01% | 0.0% | 318 | +1,050 | 55.76% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 3,000 | 341 | 0.03% | 0.03% | 319 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 2,750 | 330 | 0.02% | 0.03% | 320 | -1,000 | -26.67% | Q1 2026 | Apr 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 2,754 | 330 | 0.06% | 0.05% | 321 | +470 | 20.58% | Q1 2026 | Apr 13, 2026 |
| Waverly Advisors, LLC | History | No change | 2,725 | 327 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,699 | 324 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,691 | 323 | 0.19% | — | 324 | +2,691 | New | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,604 | 312 | 0.0% | 0.01% | 325 | -53,710 | -95.38% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | New | 2,530 | 303 | 0.02% | — | 327 | +2,530 | New | Q1 2026 | May 13, 2026 |
| Peak Planning Group, LLC | History | No change | 2,524 | 303 | 0.08% | 0.08% | 326 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 2,509 | 301 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2,500 | 300 | 0.05% | 0.05% | 329 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,317 | 291 | 0.01% | 0.01% | 330 | +124 | 5.65% | Q1 2026 | May 04, 2026 |
| Permanent Capital Management, LP | History | No change | 2,509 | 291 | 0.05% | 0.06% | 331 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| American Money Management, LLC | History | No change | 2,394 | 287 | 0.05% | 0.04% | 332 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rothschild Wealth LLC | History | New | 2,385 | 286 | 0.03% | — | 333 | +2,385 | New | Q1 2026 | May 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,370 | 284 | 0.0% | 0.0% | 334 | -247 | -9.44% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,466 | 283 | 0.0% | 0.0% | 335 | +300 | 13.85% | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 2,346 | 281 | 0.1% | 0.12% | 336 | -504 | -17.68% | Q1 2026 | May 04, 2026 |
| Kiker Wealth Management, LLC | History | New | 2,321 | 278 | 0.13% | — | 337 | +2,321 | New | Q1 2026 | May 06, 2026 |
| NorthCoast Asset Management LLC | History | No change | 2,300 | 276 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ketron Financial | History | No change | 2,291 | 275 | 0.1% | 0.09% | 339 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Net Worth Advisory Group | History | Reduced | 2,262 | 271 | 0.06% | 0.05% | 340 | -135 | -5.63% | Q1 2026 | May 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 2,257 | 270 | 0.01% | — | 341 | +2,257 | New | Q1 2026 | Apr 28, 2026 |
| DGS Capital Management, LLC | History | New | 2,245 | 269 | 0.04% | — | 342 | +2,245 | New | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,227 | 267 | 0.01% | 0.01% | 343 | -79 | -3.43% | Q1 2026 | Apr 17, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 2,177 | 261 | 0.01% | — | 345 | +2,177 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,177 | 261 | 0.0% | 0.0% | 344 | -5 | -0.23% | Q1 2026 | Apr 15, 2026 |
| PFG Investments, LLC | History | New | 2,155 | 258 | 0.01% | — | 346 | +2,155 | New | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | New | 2,149 | 257 | 0.0% | — | 347 | +2,149 | New | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,020 | 253 | 0.0% | 0.0% | 348 | -896 | -30.73% | Q1 2026 | Apr 07, 2026 |
| JMN Financial LLC | History | New | 2,107 | 252 | 0.25% | — | 349 | +2,107 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,591 | 251 | 0.0% | — | 350 | +1,591 | New | Q1 2026 | May 12, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,074 | 249 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SPROTT INC. | History | Reduced | 2,002 | 240 | 0.01% | 0.02% | 352 | -3,136 | -61.04% | Q1 2026 | May 08, 2026 |
| Gruss & Co., LLC | History | New | 2,000 | 240 | 0.56% | — | 353 | +2,000 | New | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 1,985 | 238 | 0.02% | 0.02% | 354 | -180 | -8.31% | Q1 2026 | Apr 15, 2026 |
| Cooper Financial Group | History | New | 1,982 | 237 | 0.02% | — | 355 | +1,982 | New | Q1 2026 | Apr 07, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 1,963 | 235 | 0.18% | 0.17% | 356 | -3 | -0.15% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,050 | 233 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Alchemi Wealth, LLC | History | New | 1,939 | 232 | 0.13% | — | 358 | +1,939 | New | Q1 2026 | May 07, 2026 |
| Chemistry Wealth Management LLC | History | No change | 1,930 | 231 | 0.04% | 0.04% | 359 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 1,924 | 230 | 0.02% | — | 361 | +1,924 | New | Q1 2026 | May 04, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 1,923 | 230 | 0.01% | — | 360 | +1,923 | New | Q1 2026 | Apr 28, 2026 |
| Marathon Trading Investment Management LLC | History | Added to | 1,900 | 228 | 0.01% | 0.0% | 362 | +200 | 11.76% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 1,894 | 227 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 1,875 | 225 | 0.03% | 0.06% | 364 | -2,244 | -54.48% | Q1 2026 | May 04, 2026 |
| Magnus Financial Group LLC | History | No change | 1,870 | 224 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sovran Advisors, LLC | History | New | 1,919 | 223 | 0.02% | — | 367 | +1,919 | New | Q1 2026 | May 01, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 1,864 | 223 | 0.02% | 0.02% | 366 | +27 | 1.47% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,837 | 220 | 0.0% | 0.0% | 368 | -487 | -20.96% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,828 | 219 | 0.0% | 0.01% | 369 | -1,925 | -51.29% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,823 | 218 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,802 | 216 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 1,786 | 214 | 0.18% | 0.17% | 372 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Reduced | 1,776 | 213 | 0.04% | 0.04% | 373 | -70 | -3.79% | Q1 2026 | Apr 16, 2026 |
| Main Management LLC | History | No change | 1,764 | 212 | 0.02% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,630 | 210 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Shoker Investment Counsel, Inc. | History | New | 1,727 | 207 | 0.06% | — | 376 | +1,727 | New | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | New | 1,713 | 205 | 0.0% | — | 379 | +1,713 | New | Q1 2026 | May 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 1,710 | 205 | 0.0% | 0.0% | 377 | -63 | -3.55% | Q1 2026 | May 15, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 3,035 | 205 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 1,708 | 204 | 0.01% | — | 380 | +1,708 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,639 | 196 | 0.01% | 0.01% | 381 | -24 | -1.44% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,505 | 188 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,550 | 175 | 0.0% | 0.0% | 383 | +300 | 24.0% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,401 | 168 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,402 | 168 | 0.1% | 0.09% | 385 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 10,665 | 161 | 0.01% | 0.01% | 386 | -5,161 | -32.61% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | No change | 1,338 | 160 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Assets Advisory, LLC | History | New | 1,309 | 157 | 0.04% | — | 388 | +1,309 | New | Q1 2026 | May 01, 2026 |
| HM PAYSON & CO | History | Reduced | 1,280 | 153 | 0.0% | 0.0% | 389 | -250 | -16.34% | Q1 2026 | Apr 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 1,219 | 146 | 0.12% | 0.06% | 390 | +110 | 9.92% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 684 | 142 | 0.03% | 0.0% | 391 | +557 | 438.58% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,166 | 139 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 1,139 | 136 | 0.0% | 0.0% | 393 | -5 | -0.44% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 1,001 | 120 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 967 | 116 | 0.0% | 0.0% | 395 | -22 | -2.22% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 930 | 111 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 902 | 108 | 0.03% | 0.07% | 397 | -1,142 | -55.87% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | Reduced | 877 | 105 | 0.06% | 0.14% | 399 | -1,052 | -54.54% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | No change | 881 | 105 | 0.06% | 0.05% | 398 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | New | 837 | 100 | 0.0% | — | 400 | +837 | New | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 812 | 97 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 800 | 96 | 0.01% | 0.02% | 402 | -450 | -36.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 800 | 96 | 0.02% | 0.01% | 403 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | No change | 770 | 92 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | No change | 765 | 91 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 703 | 84 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 665 | 79 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JNBA Financial Advisors | History | No change | 600 | 72 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IMA Advisory Services, Inc. | History | No change | 594 | 71 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VESTOR CAPITAL, LLC | History | New | 534 | 64 | 0.0% | — | 410 | +534 | New | Q1 2026 | May 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 519 | 62 | 0.0% | 0.0% | 411 | +310 | 148.33% | Q1 2026 | Apr 24, 2026 |
| CITY HOLDING CO | History | No change | 500 | 60 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Citizens National Bank Trust Department | History | No change | 500 | 60 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LRI Investments, LLC | History | No change | 500 | 60 | 0.01% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 453 | 54 | 0.0% | 0.0% | 415 | +3 | 0.67% | Q1 2026 | Apr 07, 2026 |
| First PREMIER Bank | History | No change | 450 | 54 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 442 | 53 | 0.0% | 0.0% | 417 | +25 | 6.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 414 | 49 | 0.0% | — | 418 | +414 | New | Q1 2026 | Apr 28, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 403 | 48 | 0.02% | 0.47% | 419 | -14,097 | -97.22% | Q1 2026 | Apr 15, 2026 |
| Parvin Asset Management, LLC | History | Added to | 400 | 48 | 0.03% | 0.02% | 420 | +200 | 100.0% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | No change | 398 | 47 | 0.01% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 414 | 47 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | Reduced | 381 | 45 | 0.0% | 0.0% | 423 | -3 | -0.78% | Q1 2026 | May 13, 2026 |
| Nexus Investment Management ULC | History | No change | 350 | 42 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 352 | 42 | 0.02% | 0.02% | 425 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | New | 336 | 40 | 0.0% | — | 426 | +336 | New | Q1 2026 | Apr 30, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 329 | 39 | 0.02% | 0.02% | 427 | -152 | -31.6% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 323 | 38 | 0.0% | 0.0% | 428 | -8 | -2.42% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 307 | 36 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 36 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 290 | 34 | 0.01% | 0.01% | 431 | -60 | -17.14% | Q1 2026 | May 01, 2026 |
| DAGCO, INC. | History | Added to | 282 | 33 | 0.01% | 0.01% | 432 | +1 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Advisors | History | No change | 250 | 30 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | No change | 250 | 30 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 250 | 30 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 244 | 29 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clean Yield Group | History | No change | 240 | 28 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Princeton Global Asset Management LLC | History | New | 225 | 27 | 0.0% | — | 438 | +225 | New | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 201 | 24 | 0.0% | — | 441 | +201 | New | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 206 | 24 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 202 | 24 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 200 | 22 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Opal Wealth Advisors, LLC | History | New | 175 | 21 | 0.0% | — | 444 | +175 | New | Q1 2026 | Apr 14, 2026 |
| WHITTIER TRUST CO | History | No change | 175 | 21 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 160 | 19 | 0.0% | — | 446 | +160 | New | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 166 | 19 | 0.0% | 0.0% | 445 | -13 | -7.26% | Q1 2026 | May 11, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 156 | 18 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 150 | 18 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Redwood Park Advisors LLC | History | No change | 150 | 18 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 148 | 17 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MCF Advisors LLC | History | No change | 134 | 16 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 130 | 15 | 0.0% | 0.0% | 452 | +68 | 109.68% | Q1 2026 | Apr 10, 2026 |
| Copia Wealth Management | History | Reduced | 132 | 15 | 0.01% | 0.01% | 453 | -8 | -5.71% | Q1 2026 | May 04, 2026 |
| Motiv8 Investments LLC | History | No change | 125 | 14 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Roxbury Financial LLC | History | No change | 121 | 14 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 100 | 12 | 0.01% | — | 457 | +100 | New | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 100 | 12 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Register Financial Advisors LLC | History | No change | 95 | 11 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trask Adam Roland | History | New | 85 | 10 | 0.01% | — | 460 | +85 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 90 | 10 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 68 | 8 | 0.0% | — | 463 | +68 | New | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | New | 67 | 8 | 0.0% | — | 462 | +67 | New | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 75 | 8 | 0.0% | 0.0% | 461 | +15 | 25.0% | Q1 2026 | Apr 13, 2026 |
| Abound Wealth Management | History | No change | 61 | 7 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 50 | 6 | 0.01% | 0.85% | 466 | -9,100 | -99.45% | Q1 2026 | May 12, 2026 |
| Roble, Belko & Company, Inc | History | New | 47 | 6 | 0.0% | — | 467 | +47 | New | Q1 2026 | Apr 16, 2026 |
| Triumph Capital Management | History | No change | 50 | 6 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 38 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NFSG Corp | History | No change | 36 | 4 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 26 | 3 | 0.0% | 0.0% | 473 | -26 | -50.0% | Q1 2026 | Apr 13, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 472 | -20 | -40.0% | Q1 2026 | Apr 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 32 | 3 | 0.0% | 0.0% | 475 | +10 | 45.45% | Q1 2026 | Apr 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 28 | 3 | 0.0% | 0.0% | 471 | -4 | -12.5% | Q1 2026 | May 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 18 | 2 | 0.0% | 1.09% | 477 | -23,063 | -99.92% | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SWAN Capital LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 11 | 1 | 0.0% | 0.01% | 479 | -235 | -95.53% | Q1 2026 | Apr 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 9 | 1 | 0.0% | — | 484 | +3 | 50.0% | Q1 2026 | May 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Wealth Strategies & Associates | History | No change | 12 | 1 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| DecisionPoint Financial, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.15% | — | -379,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GeoSphere Capital Management, LLC | History | Closed out | 0 | 0 | — | 8.99% | — | -240,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Gemsstock Ltd. | History | Closed out | 0 | 0 | — | 1.92% | — | -133,558 | -100.0% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -108,262 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -98,384 | -100.0% | Q1 2026 | May 14, 2026 |
| ARP Global Capital Ltd | History | Closed out | 0 | 0 | — | 3.02% | — | -88,000 | -100.0% | Q1 2026 | May 14, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.94% | — | -62,950 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.59% | — | -62,129 | -100.0% | Q1 2026 | May 04, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 2.21% | — | -55,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Waratah Capital Advisors Ltd. | History | Closed out | 0 | 0 | — | 0.19% | — | -50,000 | -100.0% | Q1 2026 | May 11, 2026 |
| TORNO CAPITAL, LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -41,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,492 | -100.0% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -36,115 | -100.0% | Q1 2026 | May 15, 2026 |
| PERISCOPE CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.41% | — | -31,500 | -100.0% | Q1 2026 | May 13, 2026 |
| London & Capital Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -17,186 | -100.0% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -14,084 | -100.0% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,300 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -8,253 | -100.0% | Q1 2026 | May 15, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 0.58% | — | -7,917 | -100.0% | Q1 2026 | Apr 07, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,569 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Crabel Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -7,303 | -100.0% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,233 | -100.0% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,673 | -100.0% | Q1 2026 | May 15, 2026 |
| Southland Equity Partners LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,610 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Palogic Value Management, L.P. | History | Closed out | 0 | 0 | — | 0.31% | — | -6,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.48% | — | -6,050 | -100.0% | Q1 2026 | May 15, 2026 |
| SUMMER ROAD LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -4,800 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,620 | -100.0% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,479 | -100.0% | Q1 2026 | May 12, 2026 |
| Quantessence Capital LLC | History | Closed out | 0 | 0 | — | 5.51% | — | -4,192 | -100.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,669 | -100.0% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,645 | -100.0% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,486 | -100.0% | Q1 2026 | May 18, 2026 |
| Twelve Points Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,211 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CapitalatWork S.A. | History | New | 2,820 | 0 | — | — | — | +2,820 | New | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -2,540 | -100.0% | Q1 2026 | May 14, 2026 |
| T3 Companies, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -2,523 | -100.0% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,510 | -100.0% | Q1 2026 | May 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,500 | -100.0% | Q1 2026 | Apr 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,347 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Up Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -2,330 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,258 | -100.0% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -2,155 | -100.0% | Q1 2026 | May 05, 2026 |
| ARS Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IPG Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,850 | -100.0% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,800 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -801 | -100.0% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -754 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -475 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -110 | -100.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 15, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |