Listed Funds Trust - INFL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 3,860,173 | 192,545 | 9.75% | 9.75% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,176,625 | 58,690 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,091,671 | 54,452 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 916,922 | 45,737 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 503,418 | 25,110 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 484,447 | 24,164 | 5.56% | 5.56% | 6 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | No change | 460,192 | 22,954 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 320,501 | 16,069 | 0.02% | 0.02% | 8 | +1,179 | 0.37% | Q3 2026 | Nov 02, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 318,044 | 15,864 | 0.57% | 0.57% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 311,549 | 15,540 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Hilltop National Bank | History | Added to | 301,218 | 15,103 | 3.25% | 2.99% | 11 | +20,829 | 7.43% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 301,382 | 15,032 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 299,067 | 14,918 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 271,806 | 13,557 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 264,151 | 13,175 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 260,680 | 13,002 | 0.8% | 0.8% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 253,900 | 12,664 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 233,623 | 11,713 | 2.04% | 2.4% | 18 | +8,794 | 3.91% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 229,553 | 11,450 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 211,977 | 10,573 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 192,544 | 9,654 | 0.81% | 0.44% | 21 | +93,509 | 94.42% | Q3 2026 | Nov 03, 2026 |
| Kestra Investment Management, LLC | History | Added to | 186,438 | 9,347 | 0.18% | 0.15% | 22 | +30,920 | 19.88% | Q3 2026 | Nov 04, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 184,977 | 9,274 | 5.31% | 5.46% | 23 | -2,280 | -1.22% | Q3 2026 | Oct 08, 2026 |
| PECAUT & CO. | History | Added to | 158,935 | 7,968 | 2.31% | 2.32% | 24 | +6,029 | 3.94% | Q3 2026 | Oct 27, 2026 |
| Independent Family Office, LLC | History | No change | 158,665 | 7,914 | 3.18% | 3.18% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NCM Capital Management, LLC | History | No change | 153,838 | 7,673 | 2.36% | 2.36% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 145,461 | 7,255 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 136,676 | 6,852 | 7.06% | 7.41% | 28 | +642 | 0.47% | Q3 2026 | Nov 03, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 128,631 | 6,416 | 0.36% | 0.36% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 121,404 | 6,055 | 0.24% | 0.24% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | No change | 116,730 | 5,822 | 0.33% | 0.33% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pillsbury Lake Capital LLC | History | No change | 176,270 | 5,816 | 1.59% | 1.59% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 105,143 | 5,271 | 0.09% | 0.09% | 33 | +1,445 | 1.39% | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 103,202 | 5,147 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 96,784 | 4,846 | 0.54% | 0.55% | 35 | -1,918 | -1.94% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 95,058 | 4,741 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 95,023 | 4,739 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essex Financial Services, Inc. | History | No change | 93,395 | 4,658 | 0.23% | 0.23% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 90,957 | 4,536 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 89,202 | 4,449 | 0.6% | 0.6% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Wealth, LLC | History | No change | 88,203 | 4,399 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 85,962 | 4,310 | 2.11% | 1.96% | 42 | +5,772 | 7.2% | Q3 2026 | Oct 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 84,888 | 4,256 | 0.05% | 0.04% | 43 | +3,725 | 4.59% | Q3 2026 | Oct 30, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 85,000 | 4,239 | 3.13% | 3.13% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 77,548 | 3,868 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 76,839 | 3,832 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 75,499 | 3,765 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 71,580 | 3,589 | 0.43% | 0.44% | 48 | +158 | 0.22% | Q3 2026 | Oct 30, 2026 |
| COOPER INVESTORS PTY LTD | History | Reduced | 67,016 | 3,360 | 1.76% | 2.44% | 49 | -39,341 | -36.99% | Q3 2026 | Oct 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 66,893 | 3,354 | 0.02% | 0.02% | 50 | +1,805 | 2.77% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 65,780 | 3,281 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 57,629 | 2,874 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Advisory Services Network, LLC | History | No change | 55,894 | 2,787 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 53,815 | 2,684 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 48,878 | 2,438 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 45,266 | 2,269 | 0.2% | 0.2% | 56 | -290 | -0.64% | Q3 2026 | Nov 02, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 45,084 | 2,248 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 44,611 | 2,236 | 0.01% | 0.0% | 58 | +36,367 | 441.13% | Q3 2026 | Nov 02, 2026 |
| Spire Wealth Management | History | Reduced | 42,717 | 2,141 | 0.07% | 0.07% | 59 | -577 | -1.33% | Q3 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 42,669 | 2,139 | 0.01% | — | 60 | +42,669 | New | Q3 2026 | Oct 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 40,408 | 2,056 | 0.04% | 0.01% | 61 | +34,759 | 615.31% | Q3 2026 | Oct 26, 2026 |
| Verdence Capital Advisors LLC | History | New | 40,517 | 2,031 | 0.09% | — | 62 | +40,517 | New | Q3 2026 | Oct 26, 2026 |
| MORGAN STANLEY | History | No change | 40,665 | 2,028 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 39,876 | 1,989 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 39,801 | 1,985 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 39,528 | 1,945 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 37,121 | 1,861 | 2.08% | 2.0% | 67 | -3,673 | -9.0% | Q3 2026 | Oct 26, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 35,168 | 1,754 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 34,767 | 1,734 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 34,084 | 1,708 | 0.14% | 0.15% | 70 | -104 | -0.3% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,463 | 1,678 | 0.0% | 0.0% | 71 | -2,079 | -5.85% | Q3 2026 | Nov 02, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 33,482 | 1,670 | 0.92% | 0.92% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 32,364 | 1,622 | 0.02% | 0.02% | 73 | +2,120 | 7.01% | Q3 2026 | Oct 15, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 31,732 | 1,591 | 0.44% | 0.19% | 74 | +18,109 | 132.93% | Q3 2026 | Oct 26, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 30,414 | 1,517 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 29,634 | 1,478 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Requisite Capital Management, LLC | History | No change | 27,587 | 1,376 | 0.23% | 0.23% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 26,128 | 1,310 | 0.3% | — | 78 | +26,128 | New | Q3 2026 | Nov 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 25,295 | 1,261 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Waverly Advisors, LLC | History | No change | 23,195 | 1,156 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 21,501 | 1,072 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 20,816 | 1,043 | 0.08% | 0.08% | 82 | -940 | -4.32% | Q3 2026 | Oct 19, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 20,354 | 1,020 | 0.01% | 0.01% | 83 | +1,199 | 6.26% | Q3 2026 | Oct 26, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 20,000 | 997 | 0.13% | 0.13% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Straight Path Wealth Management | History | Added to | 19,880 | 996 | 0.22% | 0.22% | 85 | +800 | 4.19% | Q3 2026 | Oct 23, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 19,457 | 970 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Investment Management | History | Reduced | 19,198 | 962 | 1.28% | 1.06% | 87 | -43 | -0.22% | Q3 2026 | Oct 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 18,132 | 909 | 0.1% | 0.09% | 88 | -200 | -1.09% | Q3 2026 | Oct 14, 2026 |
| Trilogy Capital Inc. | History | No change | 18,020 | 903 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,898 | 892 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 17,023 | 853 | 0.17% | 0.18% | 91 | -481 | -2.75% | Q3 2026 | Oct 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 16,556 | 830 | 0.57% | 0.58% | 92 | -1,542 | -8.52% | Q3 2026 | Oct 23, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 16,500 | 827 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | New | 15,815 | 792 | 0.33% | — | 94 | +15,815 | New | Q3 2026 | Oct 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 15,500 | 773 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 15,365 | 766 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Portfolio Advisors, LLC | History | Added to | 15,185 | 761 | 0.53% | 0.31% | 97 | +6,535 | 75.55% | Q3 2026 | Nov 05, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 15,031 | 749 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JNBA Financial Advisors | History | Reduced | 14,876 | 745 | 0.06% | 0.06% | 100 | -289 | -1.91% | Q3 2026 | Nov 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 14,864 | 745 | 0.03% | 0.03% | 99 | +93 | 0.63% | Q3 2026 | Oct 28, 2026 |
| INGALLS & SNYDER LLC | History | No change | 14,469 | 722 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 12,427 | 619 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copia Wealth Management | History | No change | 11,713 | 584 | 0.35% | 0.35% | 103 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 11,194 | 558 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 11,030 | 550 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Well Done, LLC | History | No change | 10,707 | 536 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 10,633 | 533 | 0.15% | 0.13% | 107 | +1,367 | 14.75% | Q3 2026 | Oct 19, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,388 | 518 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 10,000 | 498 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | Added to | 9,628 | 482 | 0.02% | 0.02% | 110 | +16 | 0.17% | Q3 2026 | Oct 23, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 9,379 | 467 | 0.19% | 0.19% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LM Advisors LLC | History | No change | 8,860 | 442 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Proficio Capital Partners LLC | History | No change | 8,770 | 437 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IKE Capital, LLC | History | No change | 8,566 | 427 | 0.22% | 0.22% | 114 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| Ignite Planners, LLC | History | New | 8,466 | 424 | 0.06% | — | 115 | +8,466 | New | Q3 2026 | Oct 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8,465 | 422 | 0.21% | 0.21% | 116 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 8,154 | 408 | 0.01% | 0.03% | 117 | -25,083 | -75.47% | Q3 2026 | Oct 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 7,889 | 395 | 0.24% | 0.24% | 118 | +3 | 0.04% | Q3 2026 | Oct 26, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,727 | 385 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 7,680 | 383 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auxano Advisors, LLC | History | No change | 7,536 | 375 | 0.07% | 0.07% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,508 | 374 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 7,289 | 368 | 0.08% | 0.07% | 123 | +952 | 15.02% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 7,258 | 362 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destination Wealth Management | History | No change | 7,240 | 361 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 7,126 | 357 | 0.0% | 0.0% | 126 | -263 | -3.56% | Q3 2026 | Nov 02, 2026 |
| Compound Planning, Inc. | History | No change | 7,048 | 353 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Sigma Planning Corp | History | Reduced | 6,905 | 346 | 0.01% | 0.01% | 128 | -2,172 | -23.93% | Q3 2026 | Oct 23, 2026 |
| Corecam Pte. Ltd. | History | New | 6,820 | 341 | 0.14% | — | 129 | +6,820 | New | Q3 2026 | Oct 23, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 6,731 | 335 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 6,527 | 333 | 0.1% | 0.11% | 131 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| &PARTNERS | History | No change | 6,550 | 326 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 5,996 | 300 | 0.03% | 0.03% | 133 | +8 | 0.13% | Q3 2026 | Oct 19, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 5,913 | 296 | 0.03% | 0.03% | 134 | +3 | 0.05% | Q3 2026 | Oct 28, 2026 |
| E&G Advisors, LLC | History | Added to | 5,550 | 278 | 0.05% | 0.05% | 135 | +840 | 17.83% | Q3 2026 | Oct 13, 2026 |
| SFI Advisors, LLC | History | Added to | 5,067 | 254 | 0.21% | 0.22% | 136 | +3 | 0.06% | Q3 2026 | Oct 30, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 5,000 | 249 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWLE & CO | History | No change | 4,874 | 243 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,870 | 242 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,801 | 239 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 4,685 | 234 | 0.03% | 0.03% | 141 | +495 | 11.81% | Q3 2026 | Oct 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,676 | 234 | 0.01% | 0.01% | 142 | +7 | 0.15% | Q3 2026 | Oct 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,617 | 231 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 4,605 | 229 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,560 | 227 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,407 | 221 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,377 | 218 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 4,105 | 205 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Manchester Capital Management LLC | History | Added to | 3,243 | 162 | 0.02% | 0.02% | 149 | +304 | 10.34% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,239 | 161 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,389 | 119 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,147 | 107 | 0.01% | 0.0% | 152 | +1,397 | 186.27% | Q3 2026 | Oct 20, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,850 | 92 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,722 | 86 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,607 | 80 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | No change | 1,567 | 78 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| NBH Bank | History | No change | 1,433 | 71 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,355 | 66 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 900 | 45 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | No change | 840 | 42 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 747 | 37 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | New | 648 | 32 | 0.0% | — | 162 | +648 | New | Q3 2026 | Nov 05, 2026 |
| Evelyn Partners Group Ltd | History | No change | 641 | 31 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 517 | 25 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 447 | 22 | 0.0% | — | 165 | +447 | New | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 384 | 19 | 0.0% | — | 166 | +384 | New | Q3 2026 | Nov 04, 2026 |
| Caldwell Trust Co | History | Reduced | 250 | 12 | 0.0% | 0.0% | 167 | -1 | -0.4% | Q3 2026 | Oct 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 150 | 7 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 141 | 7 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 154 | 7 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 104 | 5 | 0.0% | — | 173 | +104 | New | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 100 | 5 | 0.0% | 0.0% | 172 | +50 | 100.0% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 5 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 69 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 56 | 2 | 0.0% | 0.0% | 175 | -101 | -64.33% | Q3 2026 | Nov 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 176 | -20 | -29.41% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -117,080 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,000 | -100.0% | Q3 2026 | Oct 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Winthrop Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Blue Trust, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 15, 2026 |
| Allworth Financial LP | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accordant Advisory Group Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |