Goldman Sachs ETF Trust - GSST
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,971,759 | 99,672 | 0.01% | 0.01% | 1 | -413,688 | -17.34% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,959,273 | 99,041 | 0.01% | 0.01% | 2 | +1,053,663 | 116.35% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,656,460 | 83,734 | 0.02% | 0.02% | 3 | +298,305 | 21.96% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,268,665 | 64,131 | 0.02% | 0.01% | 4 | +318,066 | 33.46% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 1,212,579 | 61,295 | 0.16% | 0.17% | 5 | -29,721 | -2.39% | Q1 2026 | May 14, 2026 |
| Providence Financial Advisors, LLC | History | New | 1,114,284 | 56,327 | 32.1% | — | 6 | +1,114,284 | New | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 131,750 | 55,935 | 0.06% | 0.04% | 7 | -543,935 | -80.5% | Q1 2026 | May 14, 2026 |
| Kensington Asset Management, LLC | History | Added to | 819,238 | 41,412 | 2.25% | 1.86% | 8 | +110,264 | 15.55% | Q1 2026 | May 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 806,014 | 40,743 | 0.01% | 0.01% | 9 | +35,160 | 4.56% | Q1 2026 | May 11, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 752,287 | 38,028 | 3.17% | 3.33% | 10 | -34,905 | -4.43% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Added to | 608,588 | 30,764 | 0.0% | 0.0% | 11 | +43,331 | 7.67% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Added to | 406,466 | 20,546 | 1.32% | 1.32% | 12 | +3,208 | 0.8% | Q1 2026 | May 13, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 386,513 | 19,538 | 2.49% | 2.31% | 13 | +17,916 | 4.86% | Q1 2026 | May 11, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 368,049 | 18,604 | 1.12% | 1.1% | 14 | -2,265 | -0.61% | Q1 2026 | May 01, 2026 |
| One Capital Management, LLC | History | Added to | 341,312 | 17,253 | 0.47% | 0.5% | 15 | +15,635 | 4.8% | Q1 2026 | May 12, 2026 |
| SPINNAKER TRUST | History | Reduced | 320,233 | 16,187 | 0.9% | 0.87% | 16 | -436 | -0.14% | Q1 2026 | Apr 23, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 314,414 | 15,893 | 8.37% | 8.7% | 17 | -10,006 | -3.08% | Q1 2026 | May 14, 2026 |
| FreeGulliver LLC | History | Added to | 299,608 | 15,145 | 6.38% | 1.1% | 18 | +240,450 | 406.45% | Q1 2026 | May 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 291,099 | 14,715 | 2.39% | 2.38% | 19 | +6,568 | 2.31% | Q1 2026 | Apr 07, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 277,247 | 14,014 | 9.33% | 7.09% | 20 | +72,677 | 35.53% | Q1 2026 | Apr 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 232,520 | 11,753 | 1.3% | 1.42% | 21 | -19,072 | -7.58% | Q1 2026 | Apr 15, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 216,350 | 10,936 | 6.06% | 6.19% | 22 | +9,089 | 4.39% | Q1 2026 | May 05, 2026 |
| Fortis Capital Management LLC | History | Added to | 204,777 | 10,351 | 1.06% | 0.3% | 23 | +159,798 | 355.27% | Q1 2026 | May 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 199,431 | 10,081 | 1.06% | 1.01% | 24 | +6,414 | 3.32% | Q1 2026 | May 07, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 192,110 | 9,711 | 4.99% | 4.65% | 25 | +21,894 | 12.86% | Q1 2026 | Apr 24, 2026 |
| Mainstream Capital Management LLC | History | Added to | 176,075 | 8,900 | 5.97% | 4.17% | 26 | +49,914 | 39.56% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Added to | 175,077 | 8,850 | 0.01% | 0.01% | 27 | +39,054 | 28.71% | Q1 2026 | May 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 164,558 | 8,318 | 1.56% | 1.88% | 28 | -33,097 | -16.74% | Q1 2026 | Apr 28, 2026 |
| Inscription Capital, LLC | History | Reduced | 163,257 | 8,252 | 0.87% | 0.9% | 29 | -10,796 | -6.2% | Q1 2026 | Apr 20, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 162,070 | 8,192 | 3.21% | 3.09% | 30 | +4,190 | 2.65% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 157,016 | 7,937 | 0.0% | 0.0% | 31 | +154,192 | 5460.06% | Q1 2026 | May 07, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 147,605 | 7,461 | 2.85% | 0.04% | 32 | +140,261 | 1909.87% | Q1 2026 | May 05, 2026 |
| POTENTIA WEALTH | History | Added to | 140,967 | 7,125 | 2.75% | 2.54% | 33 | +3,732 | 2.72% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 122,070 | 6,171 | 0.01% | 0.01% | 34 | +14,014 | 12.97% | Q1 2026 | May 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 117,368 | 5,932 | 0.36% | 0.37% | 35 | -3,789 | -3.13% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 114,903 | 5,808 | 0.01% | 0.01% | 36 | -24,896 | -17.81% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 112,773 | 5,700 | 1.25% | 0.51% | 37 | +66,952 | 146.12% | Q1 2026 | May 11, 2026 |
| Trask Adam Roland | History | New | 111,933 | 5,658 | 5.35% | — | 38 | +111,933 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 102,101 | 5,161 | 0.01% | 0.01% | 39 | -37,406 | -26.81% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 93,956 | 4,749 | 0.01% | 0.01% | 40 | -23,704 | -20.15% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Reduced | 81,866 | 4,149 | 0.64% | 0.64% | 41 | -1,191 | -1.43% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 78,413 | 3,963 | 0.26% | 0.24% | 42 | +7,134 | 10.01% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 76,716 | 3,878 | 0.01% | 0.0% | 43 | +26,968 | 54.21% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 74,518 | 3,766 | 0.01% | 0.0% | 44 | +24,416 | 48.73% | Q1 2026 | May 14, 2026 |
| G&S Capital LLC | History | Added to | 74,326 | 3,757 | 1.32% | 1.08% | 45 | +13,630 | 22.46% | Q1 2026 | Apr 07, 2026 |
| Ethos Financial Group, LLC | History | New | 73,747 | 3,727 | 0.27% | — | 46 | +73,747 | New | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 72,083 | 3,643 | 0.08% | 0.12% | 47 | -29,545 | -29.07% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Reduced | 68,332 | 3,454 | 0.19% | 0.2% | 48 | -48 | -0.07% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 64,446 | 3,257 | 0.02% | 0.0% | 49 | +48,079 | 293.76% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 61,675 | 3,117 | 0.02% | 0.02% | 50 | +2,985 | 5.09% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 59,782 | 3,021 | 0.03% | 0.02% | 51 | +28,454 | 90.83% | Q1 2026 | May 08, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 56,502 | 2,856 | 1.08% | 0.15% | 52 | +48,422 | 599.28% | Q1 2026 | May 14, 2026 |
| Jeter Robert S II | History | New | 56,393 | 2,846 | 2.83% | — | 53 | +56,393 | New | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 54,695 | 2,764 | 0.01% | 0.01% | 54 | +8,315 | 17.93% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 54,279 | 2,744 | 0.0% | 0.01% | 55 | -15,962 | -22.72% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 52,981 | 2,671 | 0.01% | 0.01% | 56 | -96,439 | -64.54% | Q1 2026 | Apr 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 52,454 | 2,652 | 0.02% | 0.01% | 57 | +12,063 | 29.87% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 52,283 | 2,642 | 0.14% | 0.14% | 58 | -754 | -1.42% | Q1 2026 | Apr 17, 2026 |
| Inspire Advisors, LLC | History | New | 51,034 | 2,579 | 0.21% | — | 59 | +51,034 | New | Q1 2026 | May 15, 2026 |
| Wills Financial Group LLC | History | New | 50,465 | 2,546 | 0.96% | — | 60 | +50,465 | New | Q1 2026 | May 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 48,531 | 2,453 | 1.24% | 1.34% | 61 | -1,162 | -2.34% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 43,809 | 2,214 | 0.0% | 0.0% | 62 | -3,212 | -6.83% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 43,752 | 2,211 | 0.01% | 0.0% | 63 | +19,679 | 81.75% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,474 | 1,944 | 0.0% | 0.0% | 64 | +24,413 | 173.62% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 38,366 | 1,939 | 0.0% | 0.0% | 65 | +5,274 | 15.94% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 38,190 | 1,930 | 0.06% | 0.04% | 66 | -5,515 | -12.62% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 37,968 | 1,919 | 0.04% | 0.03% | 67 | +4,312 | 12.81% | Q1 2026 | May 14, 2026 |
| Everest Management Corp. | History | Added to | 37,420 | 1,891 | 0.96% | 0.34% | 68 | +25,467 | 213.06% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 34,410 | 1,739 | 0.93% | 0.07% | 69 | +32,015 | 1336.74% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 34,110 | 1,724 | 0.0% | 0.0% | 70 | +16,251 | 91.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,918 | 1,562 | 0.02% | 0.15% | 71 | -230,236 | -88.16% | Q1 2026 | Apr 28, 2026 |
| Brio Consultants, LLC | History | Reduced | 28,713 | 1,448 | 0.18% | 0.26% | 72 | -11,698 | -28.95% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | Added to | 28,567 | 1,444 | 0.11% | 0.18% | 73 | +6,664 | 30.43% | Q1 2026 | Apr 28, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 28,380 | 1,434 | 1.22% | 0.81% | 74 | +10,330 | 57.23% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,457 | 1,387 | 0.01% | 0.0% | 75 | +6,248 | 29.46% | Q1 2026 | Apr 30, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 27,305 | 1,380 | 0.33% | 0.37% | 76 | -1,790 | -6.15% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 27,218 | 1,375 | 0.02% | 0.02% | 77 | +150 | 0.55% | Q1 2026 | Apr 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,135 | 1,321 | 0.01% | 0.01% | 78 | +1,490 | 6.05% | Q1 2026 | Apr 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 24,895 | 1,258 | 0.36% | 1.26% | 79 | -79,426 | -76.14% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | New | 23,809 | 1,199 | 0.19% | — | 80 | +23,809 | New | Q1 2026 | Apr 14, 2026 |
| Blue Line Capital, LLC / IL | History | Added to | 23,069 | 1,166 | 1.32% | 1.18% | 81 | +3,269 | 16.51% | Q1 2026 | May 12, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 22,258 | 1,125 | 0.08% | 0.07% | 83 | +4,339 | 24.21% | Q1 2026 | Apr 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 22,264 | 1,125 | 0.02% | 0.02% | 82 | +154 | 0.7% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | New | 21,709 | 1,097 | 0.0% | — | 84 | +21,709 | New | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 20,786 | 1,050 | 0.04% | 0.04% | 85 | +1,675 | 8.76% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,976 | 1,008 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 19,800 | 1,000 | 0.0% | — | 87 | +19,800 | New | Q1 2026 | May 13, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 19,598 | 989 | 0.84% | 0.84% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,011 | 961 | 0.0% | 0.0% | 89 | +13,904 | 272.25% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 18,096 | 914 | 0.0% | 0.0% | 90 | +507 | 2.88% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,585 | 888 | 0.01% | 0.01% | 91 | +1,317 | 8.1% | Q1 2026 | May 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 17,543 | 886 | 0.13% | 0.11% | 92 | +2,553 | 17.03% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 16,769 | 847 | 0.01% | 0.01% | 93 | +42 | 0.25% | Q1 2026 | May 14, 2026 |
| Procyon Advisors, LLC | History | Reduced | 16,299 | 823 | 0.04% | 0.11% | 94 | -29,039 | -64.05% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 15,432 | 780 | 0.01% | 0.01% | 95 | +7 | 0.05% | Q1 2026 | May 13, 2026 |
| Burford Brothers, Inc. | History | Added to | 14,617 | 738 | 0.3% | 0.3% | 96 | +13 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,493 | 679 | 0.01% | 0.01% | 97 | -3,412 | -20.18% | Q1 2026 | Apr 07, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 11,908 | 601 | 0.6% | 1.18% | 98 | -11,221 | -48.51% | Q1 2026 | May 15, 2026 |
| Rock Point Advisors, LLC | History | No change | 11,875 | 600 | 0.16% | 0.15% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 11,846 | 598 | 0.16% | 0.16% | 100 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 11,222 | 567 | 0.07% | 0.12% | 101 | -8,745 | -43.8% | Q1 2026 | May 04, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 11,100 | 561 | 0.04% | 0.05% | 102 | -4,000 | -26.49% | Q1 2026 | Apr 28, 2026 |
| Synergy Financial Group, LTD | History | Added to | 10,846 | 548 | 0.41% | 0.3% | 103 | +2,393 | 28.31% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Reduced | 10,680 | 539 | 0.05% | 0.05% | 104 | -1,010 | -8.64% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 10,558 | 533 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Atlas Brown,Inc. | History | No change | 10,500 | 530 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FOCUSED ALPHA, LLC | History | Reduced | 9,981 | 504 | 0.16% | 2.22% | 107 | -139,640 | -93.33% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,722 | 491 | 0.0% | — | 108 | +9,722 | New | Q1 2026 | May 01, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 9,462 | 478 | 0.29% | 0.3% | 109 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Register Financial Advisors LLC | History | No change | 8,700 | 439 | 0.16% | 0.17% | 110 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,500 | 429 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | No change | 8,414 | 425 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 8,295 | 419 | 0.17% | 1.11% | 113 | -47,711 | -85.19% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 8,003 | 404 | 0.01% | 0.02% | 114 | -1,906 | -19.24% | Q1 2026 | May 07, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 7,875 | 398 | 0.11% | 0.14% | 115 | -610 | -7.19% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,631 | 385 | 0.0% | 0.0% | 116 | +2,653 | 53.29% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 7,335 | 370 | 0.0% | 0.0% | 117 | +2,376 | 47.91% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 7,006 | 354 | 0.01% | 0.01% | 118 | -283 | -3.88% | Q1 2026 | Apr 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,000 | 353 | 0.02% | 0.01% | 119 | +1,350 | 23.89% | Q1 2026 | Apr 24, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 6,821 | 344 | 0.02% | 0.03% | 120 | -3,028 | -30.74% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 6,689 | 338 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,576 | 332 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 6,277 | 317 | 0.0% | — | 123 | +6,277 | New | Q1 2026 | Apr 20, 2026 |
| Navalign, LLC | History | No change | 6,132 | 309 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,055 | 306 | 0.0% | — | 126 | +6,055 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,052 | 306 | 0.0% | 0.0% | 125 | +16 | 0.27% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Reduced | 5,700 | 288 | 0.0% | 0.0% | 127 | -426 | -6.95% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,622 | 284 | 0.0% | 0.0% | 128 | +903 | 19.14% | Q1 2026 | Apr 30, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 5,479 | 276 | 0.12% | 0.11% | 129 | +347 | 6.76% | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 5,457 | 275 | 0.03% | 0.07% | 130 | -6,777 | -55.39% | Q1 2026 | May 05, 2026 |
| CWC Advisors, LLC. | History | Reduced | 5,308 | 268 | 0.13% | 0.15% | 131 | -758 | -12.5% | Q1 2026 | Apr 16, 2026 |
| BENJAMIN EDWARDS INC | History | New | 5,011 | 253 | 0.0% | — | 132 | +5,011 | New | Q1 2026 | May 12, 2026 |
| Vision Retirement, LLC | History | Added to | 4,949 | 250 | 0.07% | 0.06% | 133 | +249 | 5.3% | Q1 2026 | May 07, 2026 |
| North Forty Two & Co. | History | No change | 4,851 | 245 | 0.23% | 0.23% | 134 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Trademark Financial Management, LLC | History | Added to | 4,845 | 244 | 0.12% | 0.11% | 135 | +773 | 18.98% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | No change | 4,440 | 224 | 0.01% | 0.02% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 4,272 | 215 | 0.0% | 0.0% | 137 | -144 | -3.26% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | New | 4,101 | 207 | 0.0% | — | 138 | +4,101 | New | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,958 | 200 | 0.0% | — | 139 | +3,958 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 3,501 | 176 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,250 | 164 | 0.0% | 0.0% | 141 | -1,687 | -34.17% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,437 | 123 | 0.0% | 0.0% | 142 | -243 | -9.07% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,251 | 113 | 0.01% | 0.01% | 143 | -240 | -9.63% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,971 | 99 | 0.01% | 0.01% | 144 | +435 | 28.32% | Q1 2026 | Apr 28, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 1,817 | 91 | 0.04% | 0.04% | 145 | +10 | 0.55% | Q1 2026 | Apr 27, 2026 |
| Wagner Wealth Management, LLC | History | No change | 1,713 | 86 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Graney & King, LLC | History | New | 1,620 | 81 | 0.04% | — | 147 | +1,620 | New | Q1 2026 | May 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 816 | 41 | 0.0% | 0.0% | 148 | -1,327 | -61.92% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 30,978 | 30 | 0.0% | 0.01% | 149 | -48,994 | -61.26% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 500 | 25 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mascoma Wealth Management LLC | History | No change | 466 | 23 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Reduced | 420 | 21 | 0.0% | 0.01% | 152 | -29,574 | -98.6% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 355 | 17 | 0.0% | 0.0% | 153 | -53 | -12.99% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 333 | 16 | 0.0% | — | 155 | +333 | New | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 324 | 16 | 0.0% | 0.0% | 154 | -113 | -25.86% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 181 | 9 | 0.0% | — | 156 | +181 | New | Q1 2026 | May 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 93 | 4 | 0.0% | — | 157 | +93 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,852 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,604 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -649 | -100.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |