SPDR INDEX SHARES FUNDS - GWX
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 | 1,262,817 | 53,328 | 0.01% | 0.01% | 1 | +42,113 | 3.45% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 865,403 | 36,545 | 0.01% | 0.01% | 2 | +70,030 | 8.8% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 590,373 | 24,931 | 0.14% | 0.08% | 3 | +44,677 | 8.19% | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 579,698 | 24,480 | 0.0% | 0.0% | 4 | -215 | -0.04% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 550,392 | 23,243 | 0.02% | 0.02% | 5 | +1,772 | 0.32% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 543,977 | 22,972 | 0.55% | 0.53% | 6 | -13,154 | -2.36% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 496,523 | 20,967 | 0.03% | 0.03% | 7 | +5,938 | 1.21% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 450,749 | 19,035 | 0.04% | 0.04% | 8 | -9,138 | -1.99% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 419,358 | 17,709 | 0.07% | — | 9 | +419,358 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 338,361 | 14,288 | 0.02% | 0.01% | 10 | +161,099 | 90.88% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 334,484 | 14,125 | 0.0% | 0.0% | 11 | -5,474 | -1.61% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 330,421 | 13,953 | 0.07% | 0.05% | 12 | +110,871 | 50.5% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 274,350 | 11,585 | 0.01% | 0.01% | 13 | -9,907 | -3.49% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 266,357 | 11,248 | 0.0% | 0.0% | 14 | +9,407 | 3.66% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 237,625 | 10,035 | 0.08% | 0.08% | 15 | +5,854 | 2.53% | Q1 2026 | Apr 07, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 228,502 | 9,649 | 0.72% | 0.72% | 16 | -9,189 | -3.87% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Added to | 218,563 | 9,229 | 0.04% | 0.04% | 17 | +21,342 | 10.82% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | No change | 180,319 | 7,615 | 0.23% | 0.22% | 18 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Added to | 163,638 | 6,910 | 0.0% | 0.0% | 19 | +4,465 | 2.81% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 159,524 | 6,518 | 0.48% | 0.48% | 20 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Reduced | 134,116 | 5,663 | 0.0% | 0.0% | 21 | -465 | -0.35% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 128,876 | 5,442 | 0.01% | 0.0% | 22 | +123,541 | 2315.67% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 125,635 | 5,305 | 0.65% | 0.63% | 23 | -861 | -0.68% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 122,115 | 5,157 | 0.01% | 0.01% | 24 | -3,340 | -2.66% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 109,993 | 4,645 | 0.03% | 0.03% | 25 | +1,207 | 1.11% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 112,294 | 4,588 | 0.03% | 0.03% | 26 | +2,258 | 2.05% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 107,691 | 4,547 | 0.0% | 0.0% | 27 | +54,707 | 103.25% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 107,234 | 4,528 | 0.05% | 0.07% | 28 | -30,693 | -22.25% | Q1 2026 | May 06, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 105,668 | 4,462 | 1.74% | 1.73% | 29 | +1,042 | 1.0% | Q1 2026 | Apr 24, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 104,792 | 4,425 | 2.19% | 2.1% | 30 | +1,314 | 1.27% | Q1 2026 | Apr 30, 2026 |
| BIP Wealth, LLC | History | Reduced | 99,648 | 4,208 | 0.17% | 0.17% | 31 | -16,498 | -14.2% | Q1 2026 | Apr 27, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 90,669 | 3,828 | 0.53% | 0.57% | 32 | -8,389 | -8.47% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Reduced | 87,116 | 3,678 | 0.17% | 0.16% | 33 | -641 | -0.73% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 79,142 | 3,342 | 0.05% | 0.06% | 34 | -5,337 | -6.32% | Q1 2026 | Apr 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 74,819 | 3,159 | 0.04% | 0.04% | 35 | -18,352 | -19.7% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 74,637 | 3,151 | 0.0% | 0.0% | 36 | -6,018 | -7.46% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 73,137 | 3,088 | 0.06% | 0.06% | 37 | -2,156 | -2.86% | Q1 2026 | May 15, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 72,740 | 3,071 | 1.16% | 1.15% | 38 | -1,681 | -2.26% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 71,292 | 3,010 | 0.0% | 0.0% | 39 | -32,546 | -31.34% | Q1 2026 | May 14, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 66,631 | 2,813 | 0.63% | 0.64% | 40 | -3,335 | -4.77% | Q1 2026 | Apr 22, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 62,357 | 2,636 | 0.2% | 0.15% | 41 | +1,460 | 2.4% | Q1 2026 | May 20, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 60,139 | 2,539 | 0.87% | 1.0% | 42 | -9,790 | -14.0% | Q1 2026 | Apr 22, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 59,303 | 2,504 | 0.17% | 0.18% | 43 | +2,471 | 4.35% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 58,208 | 2,458 | 0.04% | 0.04% | 44 | +4,438 | 8.25% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | No change | 55,535 | 2,345 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 49,845 | 2,104 | 0.0% | 0.0% | 46 | -5,412 | -9.79% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 19,386 | 2,100 | 0.1% | 0.01% | 47 | -49,575 | -71.89% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 49,716 | 2,099 | 0.49% | 0.61% | 48 | -12,384 | -19.94% | Q1 2026 | Apr 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 47,111 | 1,989 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 45,262 | 1,911 | 0.11% | 0.09% | 50 | +8,360 | 22.65% | Q1 2026 | Apr 30, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 45,200 | 1,908 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 44,874 | 1,895 | 0.04% | 0.05% | 52 | -269 | -0.6% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,191 | 1,866 | 0.0% | 0.0% | 53 | -772 | -1.72% | Q1 2026 | May 05, 2026 |
| Accredited Investors Inc. | History | Reduced | 42,470 | 1,793 | 0.1% | 0.09% | 54 | -170 | -0.4% | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 42,053 | 1,775 | 0.02% | 0.02% | 55 | +90 | 0.21% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 41,976 | 1,772 | 0.02% | 0.02% | 56 | +334 | 0.8% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 40,318 | 1,702 | 0.01% | 0.01% | 57 | +435 | 1.09% | Q1 2026 | May 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 40,003 | 1,689 | 1.49% | 1.56% | 58 | -2,567 | -6.03% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,580 | 1,671 | 0.0% | 0.0% | 59 | +6,465 | 19.52% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 39,151 | 1,653 | 0.0% | 0.0% | 60 | +5,036 | 14.76% | Q1 2026 | May 04, 2026 |
| Gibbs Wealth Management | History | New | 38,251 | 1,615 | 0.21% | — | 61 | +38,251 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,672 | 1,594 | 0.0% | 0.0% | 62 | +31,912 | 472.07% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,751 | 1,594 | 0.0% | 0.0% | 63 | +26,540 | 236.73% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 37,024 | 1,563 | 0.04% | 0.03% | 64 | +6,045 | 19.51% | Q1 2026 | May 15, 2026 |
| Portside Wealth Group, LLC | History | Added to | 35,763 | 1,510 | 0.2% | 0.19% | 65 | +1,847 | 5.45% | Q1 2026 | May 12, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 35,118 | 1,483 | 0.51% | 0.5% | 66 | +1,263 | 3.73% | Q1 2026 | Apr 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 34,551 | 1,459 | 0.03% | 0.03% | 67 | -706 | -2.0% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 32,644 | 1,378 | 0.1% | 0.1% | 68 | -12 | -0.04% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,490 | 1,372 | 0.0% | 0.0% | 69 | +2,033 | 6.67% | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 32,389 | 1,367 | 0.05% | 0.05% | 70 | -3,780 | -10.45% | Q1 2026 | Apr 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 32,240 | 1,361 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 30,202 | 1,275 | 0.06% | 0.06% | 72 | -65 | -0.21% | Q1 2026 | May 04, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 30,103 | 1,271 | 0.75% | 0.81% | 73 | -2,387 | -7.35% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 29,953 | 1,264 | 0.01% | 0.01% | 74 | -424 | -1.4% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,275 | 1,236 | 0.01% | 0.01% | 75 | -1,573 | -5.1% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 28,546 | 1,205 | 0.01% | 0.01% | 76 | -3,449 | -10.78% | Q1 2026 | May 05, 2026 |
| Probity Advisors, Inc. | History | Reduced | 28,188 | 1,190 | 0.19% | 0.19% | 77 | -1,171 | -3.99% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 27,843 | 1,175 | 0.02% | 0.04% | 78 | -23,559 | -45.83% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 27,101 | 1,144 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 26,926 | 1,137 | 0.04% | 0.04% | 80 | -2,282 | -7.81% | Q1 2026 | Apr 22, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 26,443 | 1,116 | 0.03% | 0.03% | 81 | -720 | -2.65% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 25,764 | 1,088 | 0.01% | 0.03% | 82 | -29 | -0.11% | Q1 2026 | May 12, 2026 |
| CULBERTSON A N & CO INC | History | New | 24,097 | 1,017 | 0.13% | — | 83 | +24,097 | New | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 23,168 | 978 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 22,187 | 936 | 0.0% | 0.03% | 85 | -124,815 | -84.91% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Added to | 22,022 | 929 | 0.18% | 0.16% | 86 | +1,355 | 6.56% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,028 | 888 | 0.0% | 0.0% | 87 | -390 | -1.82% | Q1 2026 | May 08, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 20,856 | 880 | 0.12% | 0.12% | 88 | -807 | -3.73% | Q1 2026 | Apr 28, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 20,201 | 853 | 0.27% | 0.28% | 89 | -1,387 | -6.42% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 19,930 | 841 | 0.21% | 0.19% | 90 | +1,578 | 8.6% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 19,712 | 832 | 0.01% | 0.01% | 91 | +9,511 | 93.24% | Q1 2026 | May 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 19,449 | 821 | 0.6% | 0.59% | 92 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Global Financial Private Client, LLC | History | Added to | 18,577 | 784 | 0.26% | 0.25% | 93 | +1,090 | 6.23% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,033 | 761 | 0.0% | 0.0% | 94 | +9,276 | 105.93% | Q1 2026 | Apr 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 17,440 | 736 | 0.46% | 0.31% | 95 | -1,858 | -9.63% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 17,382 | 734 | 0.0% | 0.0% | 96 | -389 | -2.19% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 17,237 | 727 | 0.1% | 0.19% | 97 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 16,885 | 713 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rothschild Wealth LLC | History | Reduced | 16,872 | 712 | 0.06% | 0.07% | 99 | -289 | -1.68% | Q1 2026 | May 06, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 16,643 | 702 | 0.18% | 0.19% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 16,600 | 701 | 1.57% | 1.58% | 101 | -670 | -3.88% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Reduced | 16,484 | 696 | 0.0% | 0.0% | 102 | -24 | -0.15% | Q1 2026 | May 14, 2026 |
| Roan Capital Partners | History | New | 16,077 | 678 | 0.63% | — | 103 | +16,077 | New | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,321 | 652 | 0.0% | 0.0% | 104 | -8,044 | -34.43% | Q1 2026 | Apr 08, 2026 |
| Trilogy Capital Inc. | History | Reduced | 14,928 | 630 | 0.03% | 0.03% | 105 | -164 | -1.09% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 14,397 | 607 | 0.02% | 0.02% | 106 | -990 | -6.43% | Q1 2026 | May 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 13,910 | 587 | 0.28% | 0.3% | 107 | -1 | -0.01% | Q1 2026 | Apr 14, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 13,891 | 586 | 0.17% | 0.13% | 108 | +3,006 | 27.62% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 13,723 | 579 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 13,406 | 566 | 0.0% | 0.0% | 110 | +2 | 0.01% | Q1 2026 | May 13, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 12,620 | 532 | 0.33% | 0.31% | 111 | +432 | 3.54% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 12,264 | 517 | 0.01% | 0.01% | 112 | -1,804 | -12.82% | Q1 2026 | Apr 22, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 12,257 | 517 | 0.93% | 0.93% | 113 | +327 | 2.74% | Q1 2026 | Apr 14, 2026 |
| Ascent Group, LLC | History | Reduced | 11,759 | 496 | 0.02% | 0.02% | 114 | -858 | -6.8% | Q1 2026 | May 15, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 11,639 | 491 | 0.14% | 0.14% | 115 | -77 | -0.66% | Q1 2026 | May 01, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 11,584 | 489 | 0.17% | 0.22% | 116 | -2,102 | -15.36% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 11,455 | 483 | 0.02% | 0.02% | 117 | -160 | -1.38% | Q1 2026 | May 15, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 11,014 | 465 | 0.04% | 0.04% | 118 | -152 | -1.36% | Q1 2026 | Apr 23, 2026 |
| Betterment LLC | History | Added to | 10,951 | 462 | 0.0% | 0.0% | 119 | +164 | 1.52% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,070 | 452 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | No change | 10,585 | 447 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 10,495 | 443 | 0.06% | 0.07% | 122 | -631 | -5.67% | Q1 2026 | Apr 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 10,144 | 428 | 0.03% | 0.04% | 123 | -353,943 | -97.21% | Q1 2026 | May 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 10,236 | 418 | 0.04% | 0.04% | 124 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 9,723 | 410 | 0.01% | 0.01% | 125 | +975 | 11.15% | Q1 2026 | May 04, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 9,544 | 403 | 0.11% | 0.16% | 126 | -397 | -3.99% | Q1 2026 | Apr 29, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 9,500 | 401 | 0.1% | 0.09% | 127 | -670 | -6.59% | Q1 2026 | Apr 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 8,811 | 386 | 0.01% | — | 129 | +8,811 | New | Q1 2026 | May 15, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 8,949 | 386 | 0.06% | 0.06% | 128 | -211 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Allegheny Financial Group | History | Reduced | 9,079 | 383 | 0.05% | 0.06% | 130 | -77 | -0.84% | Q1 2026 | Apr 16, 2026 |
| Asset Dedication, LLC | History | No change | 9,303 | 380 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quent Capital, LLC | History | Reduced | 8,888 | 375 | 0.03% | 0.03% | 132 | -523 | -5.56% | Q1 2026 | Apr 28, 2026 |
| NORDEN GROUP LLC | History | Reduced | 8,688 | 366 | 0.04% | 0.04% | 133 | -96 | -1.09% | Q1 2026 | Apr 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 8,458 | 357 | 0.05% | 0.04% | 134 | -38 | -0.45% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 8,379 | 353 | 0.0% | 0.0% | 135 | +1,089 | 14.94% | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 8,318 | 351 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 8,271 | 349 | 0.1% | 0.1% | 137 | -61 | -0.73% | Q1 2026 | May 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 7,906 | 333 | 0.04% | 0.07% | 138 | -1,695 | -17.65% | Q1 2026 | Apr 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 7,801 | 329 | 0.04% | 0.05% | 139 | -563 | -6.73% | Q1 2026 | Apr 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,678 | 324 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 7,175 | 317 | 0.04% | 0.04% | 141 | -9 | -0.13% | Q1 2026 | Apr 22, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 7,506 | 316 | 0.2% | — | 142 | +7,506 | New | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | No change | 7,192 | 310 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Reduced | 7,151 | 302 | 0.01% | 0.01% | 145 | -1,252 | -14.9% | Q1 2026 | May 12, 2026 |
| Advance Capital Management, Inc. | History | No change | 7,174 | 302 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,995 | 295 | 0.01% | — | 146 | +6,995 | New | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 6,942 | 293 | 0.0% | 0.0% | 147 | +77 | 1.12% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Reduced | 6,330 | 291 | 0.0% | 0.01% | 148 | -143 | -2.21% | Q1 2026 | Apr 20, 2026 |
| WealthPoint Financial, LLC | History | No change | 7,099 | 290 | 0.25% | 0.25% | 149 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,661 | 281 | 0.0% | 0.0% | 150 | -1,056 | -13.68% | Q1 2026 | May 15, 2026 |
| October Effect Ltd | History | Added to | 6,566 | 277 | 0.32% | 0.22% | 151 | +1,604 | 32.33% | Q1 2026 | Apr 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 6,533 | 275 | 0.1% | 0.1% | 152 | -282 | -4.14% | Q1 2026 | Apr 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 6,426 | 274 | 0.06% | 0.04% | 153 | -390 | -5.72% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,425 | 271 | 0.0% | 0.0% | 154 | -947 | -12.85% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 6,377 | 269 | 0.03% | — | 155 | +6,377 | New | Q1 2026 | Apr 13, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,329 | 267 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Omega Financial Group, LLC | History | Reduced | 6,302 | 266 | 0.09% | 0.08% | 157 | -14 | -0.22% | Q1 2026 | May 12, 2026 |
| EVOKE WEALTH, LLC | History | No change | 6,318 | 266 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PCB Capital LLC | History | Added to | 6,275 | 265 | 0.42% | 0.38% | 160 | +395 | 6.72% | Q1 2026 | Apr 29, 2026 |
| ASPIRIANT, LLC | History | No change | 6,294 | 265 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 6,221 | 262 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 6,087 | 257 | 0.0% | 0.0% | 162 | -203 | -3.23% | Q1 2026 | Apr 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 6,039 | 255 | 0.04% | 0.04% | 164 | -361 | -5.64% | Q1 2026 | Apr 16, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 6,250 | 255 | 0.08% | 0.09% | 163 | -307 | -4.68% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,930 | 250 | 0.01% | 0.01% | 165 | +827 | 16.21% | Q1 2026 | Apr 20, 2026 |
| Wallace Advisory Group, LLC | History | No change | 5,706 | 240 | 0.26% | 0.24% | 166 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 5,667 | 239 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Integrity Wealth Partners, LLC | History | New | 5,553 | 234 | 0.21% | — | 168 | +5,553 | New | Q1 2026 | Apr 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,405 | 228 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,016 | 224 | 0.0% | — | 170 | +5,016 | New | Q1 2026 | May 01, 2026 |
| Apeiron RIA LLC | History | Reduced | 5,290 | 223 | 0.05% | 0.05% | 171 | -72 | -1.34% | Q1 2026 | Apr 27, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 5,240 | 221 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,155 | 217 | 0.0% | 0.0% | 174 | -10,046 | -66.09% | Q1 2026 | May 15, 2026 |
| Keel Point, LLC | History | No change | 5,318 | 217 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 4,851 | 208 | 0.01% | — | 175 | +4,851 | New | Q1 2026 | May 14, 2026 |
| Berkeley, Inc | History | Reduced | 4,906 | 207 | 0.07% | 0.07% | 177 | -840 | -14.62% | Q1 2026 | Apr 24, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 4,910 | 207 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 4,613 | 194 | 0.0% | 0.0% | 178 | -174 | -3.63% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 4,398 | 185 | 0.15% | 0.17% | 179 | -386 | -8.07% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | No change | 4,320 | 182 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,127 | 174 | 0.02% | 0.02% | 181 | -85 | -2.02% | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3,825 | 162 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,877 | 158 | 0.01% | 0.01% | 183 | +531 | 15.87% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 3,427 | 144 | 0.0% | 0.0% | 184 | +459 | 15.46% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 2,990 | 126 | 0.03% | 0.03% | 185 | -134 | -4.29% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,891 | 122 | 0.0% | — | 186 | +2,891 | New | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | Added to | 2,829 | 119 | 0.01% | 0.01% | 187 | +900 | 46.66% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 2,896 | 118 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,748 | 116 | 0.08% | 0.09% | 189 | +2 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 2,694 | 113 | 0.04% | 0.04% | 190 | -169 | -5.9% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,708 | 110 | 0.0% | — | 191 | +2,708 | New | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 2,565 | 108 | 0.01% | 0.01% | 192 | -64 | -2.43% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Advisors / MI | History | New | 2,537 | 107 | 0.01% | — | 194 | +2,537 | New | Q1 2026 | May 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,544 | 107 | 0.01% | 0.01% | 193 | +36 | 1.44% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,472 | 104 | 0.11% | 0.1% | 195 | +144 | 6.19% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,452 | 103 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 2,384 | 100 | 0.08% | 0.1% | 197 | -651 | -21.45% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,154 | 92 | 0.0% | 0.0% | 199 | +141 | 7.0% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,260 | 92 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,132 | 90 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,038 | 86 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 1,652 | 69 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,623 | 68 | 0.0% | 0.0% | 203 | +39 | 2.46% | Q1 2026 | Apr 07, 2026 |
| Ascentis Independent Advisors | History | Reduced | 1,606 | 67 | 0.01% | 0.05% | 204 | -5,687 | -77.98% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,454 | 61 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,443 | 60 | 0.0% | 0.0% | 206 | +148 | 11.43% | Q1 2026 | Apr 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,317 | 55 | 0.0% | 0.0% | 207 | +381 | 40.71% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 1,269 | 53 | 0.0% | — | 208 | +1,269 | New | Q1 2026 | May 04, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,198 | 50 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 1,181 | 49 | 0.0% | — | 210 | +1,181 | New | Q1 2026 | May 19, 2026 |
| GAMMA Investing LLC | History | New | 1,027 | 43 | 0.0% | — | 211 | +1,027 | New | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | No change | 886 | 37 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | New | 796 | 33 | 0.0% | — | 213 | +796 | New | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | New | 766 | 32 | 0.02% | — | 214 | +766 | New | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | No change | 696 | 29 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Reduced | 649 | 27 | 0.0% | 0.0% | 216 | -10 | -1.52% | Q1 2026 | Apr 24, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 566 | 23 | 0.01% | — | 217 | +566 | New | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 506 | 21 | 0.0% | 0.0% | 218 | +228 | 82.01% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 483 | 20 | 0.0% | 0.0% | 219 | -46 | -8.7% | Q1 2026 | May 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 437 | 18 | 0.02% | 0.02% | 220 | -19 | -4.17% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 388 | 16 | 0.0% | — | 222 | +388 | New | Q1 2026 | Apr 17, 2026 |
| Covestor Ltd | History | Added to | 390 | 16 | 0.01% | 0.0% | 221 | +217 | 125.43% | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 360 | 15 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 370 | 15 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Operose Advisors LLC | History | Added to | 354 | 14 | 0.0% | 0.0% | 225 | +243 | 218.92% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | New | 297 | 12 | 0.01% | — | 226 | +297 | New | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 237 | 10 | 0.0% | — | 231 | +237 | New | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 259 | 10 | 0.0% | 0.0% | 228 | -13 | -4.78% | Q1 2026 | Apr 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 243 | 10 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 253 | 10 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | New | 216 | 9 | 0.0% | — | 232 | +216 | New | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 196 | 8 | 0.0% | 0.0% | 234 | +29 | 17.37% | Q1 2026 | Apr 30, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 200 | 8 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BlackRock, Inc. | History | No change | 204 | 8 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 162 | 6 | 0.0% | — | 237 | +162 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | No change | 162 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 129 | 5 | 0.0% | — | 242 | +129 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 126 | 5 | 0.0% | — | 241 | +126 | New | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 140 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Breakwater Investment Management | History | No change | 122 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | No change | 136 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hickory Point Bank & Trust | History | New | 100 | 4 | 0.0% | — | 247 | +100 | New | Q1 2026 | Apr 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 117 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | No change | 103 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 118 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 106 | 4 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 94 | 3 | 0.0% | — | 249 | +94 | New | Q1 2026 | Apr 21, 2026 |
| Addison Advisors LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Caitlin John, LLC | History | Reduced | 42 | 1 | 0.0% | 0.04% | 255 | -1,295 | -96.86% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 27 | 1 | 0.0% | 0.0% | 252 | -126 | -82.35% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | No change | 44 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,294 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -18,496 | -100.0% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,233 | -100.0% | Q1 2026 | Apr 29, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,055 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -7,750 | -100.0% | Q1 2026 | May 04, 2026 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,982 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,894 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital CS Group, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -5,328 | -100.0% | Q1 2026 | May 13, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,082 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -906 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q1 2026 | May 14, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -274 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q1 2026 | May 04, 2026 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |