DBX ETF TRUST - HYLB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Employees Retirement System of Texas | History | No change | 11,372,000 | 411,212 | 3.6% | 3.41% | 1 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,532,418 | 380,852 | 0.03% | 0.06% | 2 | -12,399,269 | -54.07% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,686,476 | 205,622 | 0.03% | 0.03% | 3 | -215,300 | -3.65% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,231,349 | 189,166 | 0.03% | 0.03% | 4 | +284,037 | 5.74% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 4,588,506 | 165,920 | 0.17% | 0.16% | 5 | +104,100 | 2.32% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,302,035 | 155,561 | 0.03% | 0.03% | 6 | -641,002 | -12.97% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,329,468 | 120,393 | 1.43% | 1.49% | 7 | +37,529 | 1.14% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,852,108 | 103,132 | 0.06% | 0.06% | 8 | -25,692 | -0.89% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,653,717 | 95,958 | 0.03% | 0.03% | 9 | -33,792 | -1.26% | Q1 2026 | May 04, 2026 |
| Performa Ltd (US), LLC | History | Added to | 1,640,528 | 59,321 | 13.42% | 14.13% | 10 | +128,778 | 8.52% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,611,028 | 58,254 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,535,538 | 55,525 | 0.12% | 0.1% | 12 | +300,598 | 24.34% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,286,963 | 46,536 | 0.02% | 0.02% | 13 | -43,264 | -3.25% | Q1 2026 | May 06, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 1,155,500 | 41,782 | 2.41% | 2.0% | 14 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 1,122,962 | 40,606 | 2.21% | 2.52% | 15 | -200,000 | -15.12% | Q1 2026 | May 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,068,658 | 38,642 | 0.0% | 0.0% | 16 | -10,783 | -1.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 890,133 | 32,187 | 0.07% | 0.07% | 17 | +5,439 | 0.61% | Q1 2026 | May 06, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 770,421 | 27,858 | 4.96% | 5.28% | 18 | +25,104 | 3.37% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 733,811 | 26,534 | 0.05% | 0.08% | 19 | +76,269 | 11.6% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 675,725 | 24,434 | 0.0% | 0.0% | 20 | +392,271 | 138.39% | Q1 2026 | May 05, 2026 |
| Penserra Capital Management LLC | History | New | 553,872 | 20,028 | 0.23% | — | 21 | +553,872 | New | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 542,402 | 19,628 | 0.0% | 0.0% | 22 | +30,523 | 5.96% | Q1 2026 | May 15, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 529,159 | 19,488 | 1.57% | 1.57% | 23 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 489,766 | 18,180 | 0.04% | 0.03% | 24 | +244,883 | 100.0% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 485,039 | 17,539 | 0.11% | 0.11% | 25 | +38,927 | 8.73% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 446,202 | 16,134 | 0.33% | 0.3% | 26 | +69,237 | 18.37% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Reduced | 405,135 | 14,649 | 0.0% | 0.01% | 27 | -283,221 | -41.14% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 387,572 | 14,014 | 0.4% | 0.42% | 28 | +23,615 | 6.49% | Q1 2026 | Apr 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 343,251 | 12,411 | 0.2% | 0.03% | 29 | +311,850 | 993.12% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 324,611 | 11,692 | 0.02% | 0.02% | 30 | -86,094 | -20.96% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 305,944 | 11,063 | 0.02% | 0.02% | 31 | -20,179 | -6.19% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 305,036 | 11,030 | 0.18% | 0.19% | 32 | -2,675 | -0.87% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 290,320 | 10,498 | 0.01% | 0.02% | 33 | -190,667 | -39.64% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 257,571 | 9,313 | 0.0% | 0.0% | 34 | +23,001 | 9.81% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 251,151 | 9,081 | 0.25% | 0.26% | 35 | +2,476 | 1.0% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 249,710 | 9,029 | 0.0% | 0.0% | 36 | +5,441 | 2.23% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 246,269 | 8,905 | 3.13% | 2.88% | 37 | +15,983 | 6.94% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 233,347 | 8,437 | 0.0% | 0.0% | 38 | +15,403 | 7.07% | Q1 2026 | May 14, 2026 |
| Amundi | History | Added to | 227,283 | 8,218 | 0.0% | 0.0% | 39 | +69,137 | 43.72% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 216,597 | 7,832 | 0.22% | 0.35% | 40 | -143,959 | -39.93% | Q1 2026 | Apr 28, 2026 |
| Curran Financial Partners, LLC | History | Added to | 209,424 | 7,572 | 1.36% | 1.21% | 41 | +36,163 | 20.87% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 197,113 | 7,127 | 0.0% | 0.0% | 42 | +163,031 | 478.35% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 188,949 | 6,832 | 0.01% | 0.01% | 43 | +93,416 | 97.78% | Q1 2026 | May 15, 2026 |
| Marion Wealth Management | History | Added to | 188,760 | 6,825 | 1.51% | 1.47% | 44 | +9,871 | 5.52% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 149,662 | 5,411 | 0.17% | 0.17% | 45 | +6,504 | 4.54% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 145,401 | 5,258 | 0.01% | 0.01% | 46 | +38 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 124,806 | 4,512 | 0.02% | 0.03% | 47 | -7,742 | -5.84% | Q1 2026 | May 05, 2026 |
| rebel Financial LLC | History | Reduced | 117,138 | 4,235 | 1.84% | 1.86% | 48 | -1,354 | -1.14% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 108,044 | 3,906 | 0.01% | 0.01% | 49 | -802 | -0.74% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 107,081 | 3,881 | 0.02% | 0.02% | 50 | +3,527 | 3.41% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 96,493 | 3,489 | 0.0% | 0.0% | 51 | -137 | -0.14% | Q1 2026 | May 11, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 95,314 | 3,446 | 0.19% | 0.17% | 52 | +22,361 | 30.65% | Q1 2026 | Apr 29, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 78,045 | 2,822 | 0.0% | 0.0% | 53 | +11,615 | 17.48% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 77,167 | 2,790 | 0.0% | 0.0% | 54 | +7,795 | 11.24% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 71,885 | 2,599 | 0.02% | 0.02% | 55 | +7,373 | 11.43% | Q1 2026 | Apr 15, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 70,290 | 2,541 | 0.43% | 0.44% | 56 | +442 | 0.63% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 69,399 | 2,509 | 0.01% | 0.01% | 57 | +5,708 | 8.96% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 68,460 | 2,475 | 0.01% | — | 58 | +68,460 | New | Q1 2026 | May 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 51,534 | 1,863 | 0.2% | 0.2% | 59 | -679 | -1.3% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 50,896 | 1,840 | 0.03% | 0.03% | 60 | +2,663 | 5.52% | Q1 2026 | Apr 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 49,334 | 1,783 | 0.0% | 0.0% | 61 | +2,506 | 5.35% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 48,906 | 1,768 | 0.0% | 0.0% | 62 | -10,375 | -17.5% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 44,762 | 1,618 | 0.01% | 0.01% | 63 | -10,836 | -19.49% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 42,216 | 1,554 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,250 | 1,531 | 0.01% | 0.0% | 65 | +33,683 | 393.17% | Q1 2026 | Apr 07, 2026 |
| Atria Investments, Inc | History | Reduced | 40,516 | 1,465 | 0.02% | 0.05% | 66 | -85,787 | -67.92% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 40,339 | 1,458 | 0.03% | 0.03% | 67 | -349 | -0.86% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,293 | 1,457 | 0.0% | 0.01% | 68 | -87,374 | -68.44% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 39,152 | 1,415 | 0.09% | 0.09% | 69 | +2,038 | 5.49% | Q1 2026 | Apr 15, 2026 |
| C2C Wealth Management, LLC | History | No change | 37,173 | 1,344 | 1.14% | 1.15% | 70 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 36,456 | 1,335 | 0.02% | — | 71 | +36,456 | New | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | Added to | 35,845 | 1,296 | 0.0% | 0.0% | 72 | +17,644 | 96.94% | Q1 2026 | May 15, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 34,485 | 1,246 | 1.51% | 1.47% | 73 | -390 | -1.12% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 33,661 | 1,239 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 29,695 | 1,073 | 0.64% | 0.64% | 75 | -1,259 | -4.07% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 27,613 | 998 | 0.0% | 0.0% | 76 | -3,858 | -12.26% | Q1 2026 | Jun 02, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 26,079 | 943 | 0.44% | 0.41% | 77 | +46 | 0.18% | Q1 2026 | May 04, 2026 |
| Strategic Financial Planning, Inc. | History | New | 15,828 | 936 | 0.55% | — | 78 | +15,828 | New | Q1 2026 | May 14, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 25,663 | 927 | 0.09% | 0.0% | 79 | +24,209 | 1664.99% | Q1 2026 | Apr 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 25,137 | 908 | 0.02% | 0.02% | 80 | +4,059 | 19.26% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 24,515 | 890 | 0.0% | 0.0% | 81 | -18,365 | -42.83% | Q1 2026 | Apr 08, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 24,179 | 874 | 0.03% | 0.02% | 82 | +1,667 | 7.4% | Q1 2026 | Apr 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 23,300 | 842 | 0.0% | — | 83 | +23,300 | New | Q1 2026 | May 14, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 22,823 | 825 | 0.21% | 0.22% | 84 | +1,086 | 5.0% | Q1 2026 | May 06, 2026 |
| Adams Wealth Management | History | Reduced | 22,475 | 812 | 0.18% | 0.19% | 85 | -1,147 | -4.86% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Reduced | 22,475 | 812 | 0.16% | 0.16% | 86 | -1,147 | -4.86% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 20,818 | 752 | 0.06% | 0.06% | 87 | -536 | -2.51% | Q1 2026 | Apr 14, 2026 |
| Rothschild Wealth LLC | History | Reduced | 20,303 | 734 | 0.07% | 0.07% | 88 | -71 | -0.35% | Q1 2026 | May 06, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 19,782 | 715 | 0.17% | 0.17% | 89 | +636 | 3.32% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 17,732 | 641 | 0.01% | 0.01% | 90 | -602 | -3.28% | Q1 2026 | Apr 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 17,339 | 626 | 0.02% | 0.02% | 91 | -366 | -2.07% | Q1 2026 | May 14, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 17,290 | 625 | 0.22% | 0.5% | 92 | -21,525 | -55.46% | Q1 2026 | May 13, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 16,960 | 613 | 0.05% | — | 93 | +16,960 | New | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 16,103 | 582 | 0.0% | 0.0% | 94 | -4,862 | -23.19% | Q1 2026 | May 04, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 14,832 | 536 | 0.15% | 0.22% | 95 | -6,020 | -28.87% | Q1 2026 | May 07, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 14,098 | 509 | 0.17% | 0.19% | 96 | -240 | -1.67% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 13,398 | 484 | 0.0% | 0.0% | 97 | -2,926 | -17.92% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 13,095 | 473 | 0.0% | 0.0% | 98 | +386 | 3.04% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Reduced | 12,800 | 462 | 0.02% | 0.04% | 99 | -10,289 | -44.56% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,727 | 460 | 0.0% | 0.0% | 100 | +815 | 6.84% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 12,612 | 456 | 0.03% | 0.03% | 101 | -293 | -2.27% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,463 | 450 | 0.0% | 0.0% | 102 | -1,643 | -11.65% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 11,855 | 428 | 0.0% | 0.0% | 103 | +297 | 2.57% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 11,586 | 418 | 0.05% | 0.05% | 104 | +1,896 | 19.57% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 11,184 | 404 | 0.0% | — | 106 | +11,184 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,173 | 404 | 0.01% | 0.01% | 105 | +102 | 0.92% | Q1 2026 | Apr 20, 2026 |
| Engineers Gate Manager LP | History | Added to | 10,946 | 395 | 0.0% | 0.0% | 107 | +1,451 | 15.28% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,935 | 395 | 0.0% | 0.0% | 108 | -58 | -0.53% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | New | 10,740 | 388 | 0.03% | — | 109 | +10,740 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 10,628 | 384 | 0.0% | — | 110 | +10,628 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,403 | 376 | 0.0% | 0.0% | 111 | +343 | 3.41% | Q1 2026 | Apr 07, 2026 |
| Columbus Macro, LLC | History | Added to | 10,335 | 373 | 0.04% | 0.04% | 112 | +1,361 | 15.17% | Q1 2026 | Apr 21, 2026 |
| Cedrus Wealth Group LLC | History | Added to | 10,241 | 370 | 0.41% | 0.34% | 113 | +164 | 1.63% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,676 | 349 | 0.01% | 0.02% | 114 | -4,833 | -33.31% | Q1 2026 | Apr 14, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 9,469 | 342 | 0.07% | 0.03% | 116 | +3,900 | 70.03% | Q1 2026 | Apr 29, 2026 |
| FDx Advisors, Inc. | History | Reduced | 9,456 | 342 | 0.11% | 0.18% | 115 | -326 | -3.33% | Q1 2026 | May 01, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 8,889 | 321 | 0.0% | 0.01% | 117 | -4,257 | -32.38% | Q1 2026 | May 11, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 8,853 | 320 | 0.25% | 0.26% | 118 | -115 | -1.28% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 8,830 | 319 | 0.01% | 0.01% | 119 | -1,289 | -12.74% | Q1 2026 | Apr 27, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 8,749 | 316 | 0.2% | 0.21% | 120 | -521 | -5.62% | Q1 2026 | Apr 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 8,267 | 298 | 0.0% | — | 121 | +8,267 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,994 | 289 | 0.01% | 0.01% | 122 | -429 | -5.09% | Q1 2026 | May 12, 2026 |
| TSG Advice Partners, LLC | History | Reduced | 7,077 | 255 | 0.04% | 0.04% | 123 | -138 | -1.91% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,018 | 253 | 0.0% | 0.0% | 124 | -379 | -5.12% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,011 | 253 | 0.01% | 0.01% | 125 | +251 | 3.71% | Q1 2026 | May 04, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,953 | 251 | 0.01% | 0.01% | 126 | +308 | 4.64% | Q1 2026 | May 08, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 6,840 | 247 | 0.12% | 0.12% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hexagon Capital Partners LLC | History | New | 6,707 | 242 | 0.04% | — | 128 | +6,707 | New | Q1 2026 | May 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,476 | 234 | 0.01% | 0.01% | 129 | +187 | 2.97% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,295 | 227 | 0.0% | 0.0% | 130 | -1,820 | -22.43% | Q1 2026 | May 08, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 6,268 | 226 | 0.06% | 0.06% | 131 | +675 | 12.07% | Q1 2026 | May 14, 2026 |
| TME FINANCIAL, INC. | History | Added to | 6,162 | 222 | 0.15% | 0.16% | 132 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 6,078 | 219 | 0.0% | — | 134 | +6,078 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,087 | 219 | 0.0% | 0.0% | 133 | +1,287 | 26.81% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 5,952 | 215 | 0.0% | 0.0% | 135 | -1,039 | -14.86% | Q1 2026 | May 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 5,935 | 214 | 0.02% | 0.1% | 136 | -24,760 | -80.66% | Q1 2026 | Apr 15, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | No change | 5,654 | 206 | 0.19% | 0.27% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 5,570 | 201 | 0.0% | — | 138 | +5,570 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | New | 5,186 | 188 | 0.0% | — | 139 | +5,186 | New | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Reduced | 4,849 | 175 | 0.0% | 0.0% | 140 | -5,685 | -53.97% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 4,058 | 146 | 0.0% | 0.0% | 141 | -490 | -10.77% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 3,835 | 138 | 0.0% | 0.0% | 142 | +1 | 0.03% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,814 | 137 | 0.01% | 0.01% | 144 | -2,778 | -42.14% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 3,800 | 137 | 0.0% | 0.01% | 143 | -900 | -19.15% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,649 | 131 | 0.0% | 0.0% | 145 | +1,028 | 39.22% | Q1 2026 | May 07, 2026 |
| Horizons Wealth Management | History | No change | 3,605 | 130 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,796 | 101 | 0.0% | 0.0% | 147 | +12 | 0.43% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,737 | 98 | 0.0% | — | 149 | +2,737 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,715 | 98 | 0.0% | 0.0% | 148 | -141 | -4.94% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,583 | 93 | 0.0% | 0.21% | 150 | -447,698 | -99.43% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,548 | 92 | 0.0% | 0.0% | 151 | -96 | -3.63% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,324 | 84 | 0.0% | — | 152 | +2,324 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,255 | 81 | 0.0% | 0.0% | 153 | -130 | -5.45% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 2,163 | 78 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 2,116 | 76 | 0.0% | 0.0% | 155 | -480 | -18.49% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,772 | 65 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,690 | 60 | 0.0% | 0.28% | 157 | -605,819 | -99.72% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,671 | 60 | 0.0% | 0.0% | 158 | -376 | -18.37% | Q1 2026 | May 15, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,568 | 56 | 0.02% | 0.03% | 159 | -376 | -19.34% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,226 | 44 | 0.0% | 0.0% | 160 | -1,160 | -48.62% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,140 | 41 | 0.0% | 0.0% | 161 | +570 | 100.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,102 | 40 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,096 | 39 | 0.0% | 0.0% | 163 | +954 | 671.83% | Q1 2026 | Apr 07, 2026 |
| Centennial Bank/AR/ | History | No change | 1,056 | 38 | 0.01% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Banque Cantonale Vaudoise | History | No change | 760 | 27 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Added to | 710 | 25 | 0.0% | 0.0% | 167 | +37 | 5.5% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 718 | 25 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 641 | 23 | 0.0% | 0.03% | 169 | -5,858 | -90.14% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 638 | 23 | 0.0% | 0.0% | 168 | +1 | 0.16% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 580 | 20 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 436 | 15 | 0.0% | — | 171 | +436 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 404 | 14 | 0.0% | 0.0% | 172 | -1,698 | -80.78% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | No change | 360 | 13 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 307 | 11 | 0.0% | 0.0% | 174 | +151 | 96.79% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 238 | 8 | 0.0% | 0.0% | 175 | -69 | -22.48% | Q1 2026 | May 11, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 206 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 183 | 6 | 0.0% | 0.0% | 178 | -53 | -22.46% | Q1 2026 | Jun 02, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 190 | 6 | 0.0% | 0.0% | 179 | -28 | -12.84% | Q1 2026 | May 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 183 | 6 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | New | 162 | 5 | 0.0% | — | 181 | +162 | New | Q1 2026 | May 19, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 147 | 5 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hurley Capital, LLC | History | Added to | 128 | 4 | 0.0% | 0.0% | 182 | +1 | 0.79% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 94 | 3 | 0.0% | 0.0% | 183 | -7,192 | -98.71% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 90 | 3 | 0.0% | 0.01% | 188 | -288 | -76.19% | Q1 2026 | Apr 29, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 109 | 3 | 0.0% | 0.0% | 187 | -26 | -19.26% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 92 | 3 | 0.0% | 0.0% | 184 | +1 | 1.1% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PFS Partners, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 83 | 2 | 0.0% | 0.0% | 192 | -99 | -54.4% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 72 | 2 | 0.0% | — | 200 | +72 | New | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | New | 64 | 2 | 0.0% | — | 199 | +64 | New | Q1 2026 | Apr 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 63 | 2 | 0.0% | — | 198 | +63 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 70 | 2 | 0.0% | 0.0% | 189 | +31 | 79.49% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 65 | 2 | 0.0% | 0.0% | 194 | -7 | -9.72% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 68 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 70 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | No change | 77 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 56 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 38 | 1 | 0.0% | — | 207 | +38 | New | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | New | 36 | 1 | 0.0% | — | 208 | +36 | New | Q1 2026 | May 12, 2026 |
| Kozak & Associates, Inc. | History | New | 36 | 1 | 0.0% | — | 209 | +36 | New | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 32 | 1 | 0.0% | — | 210 | +32 | New | Q1 2026 | May 11, 2026 |
| CURIO WEALTH, LLC | History | Added to | 44 | 1 | 0.0% | — | 206 | +23 | 109.52% | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 28 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Investors Research Corp | History | No change | 35 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NEOS Investment Management LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -1,690,556 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -1,036,736 | -100.0% | Q1 2026 | May 13, 2026 |
| TOEWS CORP /ADV | History | Closed out | 0 | 0 | — | 4.88% | — | -911,900 | -100.0% | Q1 2026 | May 04, 2026 |
| BTS Asset Management, Inc. | History | Closed out | 0 | 0 | — | 35.06% | — | -703,554 | -100.0% | Q1 2026 | May 13, 2026 |
| Boyd Wealth Management, LLC | History | Closed out | 0 | 0 | — | 5.43% | — | -347,777 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157,199 | -100.0% | Q1 2026 | May 12, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -96,232 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -78,056 | -100.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,698 | -100.0% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -50,673 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,377 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -47,885 | -100.0% | Q1 2026 | May 14, 2026 |
| Exit Wealth Advisors, LLC. | History | Closed out | 0 | 0 | — | 0.99% | — | -45,316 | -100.0% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -36,482 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -35,220 | -100.0% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -24,120 | -100.0% | Q1 2026 | May 13, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -21,251 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -17,271 | -100.0% | Q1 2026 | May 18, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,479 | -100.0% | Q1 2026 | May 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,444 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Trevian Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -11,097 | -100.0% | Q1 2026 | Apr 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,971 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,735 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,666 | -100.0% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,591 | -100.0% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,115 | -100.0% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,820 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,458 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -4,433 | -100.0% | Q1 2026 | May 01, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -2,531 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,212 | -100.0% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -613 | -97.77% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -75 | -87.21% | Q1 2026 | May 13, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 13, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 01, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 01, 2026 |
| Community Bank, N.A. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 12, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 21, 2026 |
| Creative Capital Management Investments LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 20 | 0 | — | — | — | +1 | 5.26% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 08, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hanson & Doremus Investment Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Graney & King, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |