VanEck ETF Trust - ITM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,468,733 | 764,643 | 0.06% | 0.06% | 1 | +121,958 | 0.75% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,931,943 | 182,560 | 0.11% | 0.13% | 2 | -307,409 | -7.25% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 2,223,359 | 103,230 | 0.03% | 0.03% | 3 | +89,793 | 4.21% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,416,119 | 65,668 | 0.02% | 0.01% | 4 | +160,388 | 12.77% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,088,494 | 50,538 | 0.01% | 0.02% | 5 | +10,916 | 1.01% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,053,510 | 48,914 | 0.72% | 0.01% | 6 | +1,038,766 | 7045.35% | Q1 2026 | Apr 09, 2026 |
| CX Institutional | History | Added to | 957,521 | 44,458 | 1.36% | 1.31% | 7 | +22,853 | 2.45% | Q1 2026 | Apr 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 946,835 | 43,961 | 0.34% | — | 8 | +946,835 | New | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 944,147 | 43,836 | 2.55% | 2.28% | 9 | +160,501 | 20.48% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 798,054 | 37,053 | 0.01% | 0.01% | 10 | -161,861 | -16.86% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 751,301 | 34,882 | 0.0% | 0.0% | 11 | -6,905 | -0.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 669,879 | 31,102 | 0.0% | 0.0% | 12 | -58,293 | -8.01% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 599,378 | 27,829 | 0.39% | 0.64% | 13 | -424,674 | -41.47% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 501,554 | 23,287 | 0.23% | 0.22% | 14 | +21,626 | 4.51% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 448,239 | 20,753 | 0.0% | 0.0% | 15 | -28,290 | -5.94% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 440,827 | 20,467 | 0.2% | 0.22% | 16 | -15,768 | -3.45% | Q1 2026 | Apr 13, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 404,367 | 18,774 | 0.81% | 0.76% | 17 | +17,795 | 4.6% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 403,370 | 18,764 | 0.04% | 0.04% | 18 | -189,755 | -31.99% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 364,079 | 16,904 | 0.02% | 0.01% | 19 | +18,538 | 5.36% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 318,625 | 14,793 | 0.02% | 0.02% | 20 | -7,394 | -2.27% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 306,807 | 14,245 | 0.0% | 0.0% | 21 | +8,274 | 2.77% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 291,752 | 13,546 | 0.43% | 0.56% | 22 | -32,029 | -9.89% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 283,295 | 13,153 | 0.0% | — | 23 | +283,295 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 256,904 | 11,928 | 0.01% | 0.01% | 24 | -7,929 | -2.99% | Q1 2026 | May 13, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 182,523 | 8,474 | 4.14% | 4.1% | 25 | -4,169 | -2.23% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 168,977 | 7,845 | 0.0% | 0.0% | 26 | +2,257 | 1.35% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 147,221 | 6,835 | 0.04% | 0.04% | 27 | +2,217 | 1.53% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 140,842 | 6,539 | 0.0% | 0.0% | 28 | +40,948 | 40.99% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 133,353 | 6,192 | 0.05% | 0.05% | 29 | -1,126 | -0.84% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | Added to | 122,421 | 5,684 | 0.01% | 0.01% | 30 | +29,785 | 32.15% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 120,224 | 5,582 | 0.0% | 0.0% | 31 | +50,611 | 72.7% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 116,408 | 5,404 | 0.0% | 0.0% | 32 | +102,727 | 750.87% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | New | 108,254 | 5,026 | 0.74% | — | 33 | +108,254 | New | Q1 2026 | May 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 103,145 | 4,789 | 0.4% | 0.37% | 34 | +10,794 | 11.69% | Q1 2026 | Apr 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 94,341 | 4,380 | 0.2% | 0.2% | 35 | -1,031 | -1.08% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 93,331 | 4,333 | 0.06% | 0.07% | 36 | +1,505 | 1.64% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 91,345 | 4,241 | 0.14% | 0.07% | 37 | +10,591 | 13.12% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 91,208 | 4,234 | 0.04% | 0.05% | 38 | +244 | 0.27% | Q1 2026 | May 06, 2026 |
| FULTON BANK, N.A. | History | Added to | 82,161 | 3,814 | 0.13% | 0.12% | 39 | +9,082 | 12.43% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 75,853 | 3,522 | 0.01% | 0.01% | 40 | -18,634 | -19.72% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 69,845 | 3,242 | 0.16% | 0.17% | 41 | +1,477 | 2.16% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 69,653 | 3,233 | 0.0% | 0.0% | 42 | -6,371 | -8.38% | Q1 2026 | Apr 27, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 67,221 | 3,121 | 1.36% | 1.23% | 43 | +5,658 | 9.19% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 66,760 | 3,099 | 0.24% | 0.23% | 44 | +2,486 | 3.87% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 62,041 | 2,880 | 0.21% | 0.22% | 45 | -949 | -1.51% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 59,016 | 2,740 | 0.01% | 0.01% | 46 | +9,502 | 19.19% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 57,505 | 2,711 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 53,416 | 2,480 | 0.13% | 0.14% | 48 | -1,896 | -3.43% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 49,010 | 2,275 | 0.01% | 0.01% | 49 | +3,948 | 8.76% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 40,688 | 1,889 | 0.01% | 0.02% | 50 | -5,078 | -11.1% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 40,375 | 1,874 | 0.03% | 0.05% | 51 | -17,872 | -30.68% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,045 | 1,759 | 0.0% | 0.0% | 52 | +5,104 | 15.49% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Reduced | 35,845 | 1,664 | 0.02% | 0.02% | 53 | -1,119 | -3.03% | Q1 2026 | May 01, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 34,687 | 1,635 | 0.45% | 0.45% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 33,834 | 1,570 | 0.0% | — | 55 | +33,834 | New | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,322 | 1,547 | 0.0% | 0.0% | 56 | +277 | 0.84% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,134 | 1,538 | 0.0% | 0.0% | 57 | +2,416 | 7.87% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 31,866 | 1,479 | 0.0% | 0.0% | 58 | +9,220 | 40.71% | Q1 2026 | May 13, 2026 |
| LCW Services, LLC | History | Reduced | 30,670 | 1,424 | 0.71% | 0.84% | 59 | -2,688 | -8.06% | Q1 2026 | Apr 27, 2026 |
| XML Financial, LLC | History | Added to | 30,335 | 1,408 | 0.11% | 0.1% | 60 | +3,830 | 14.45% | Q1 2026 | Apr 16, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 27,214 | 1,263 | 0.09% | 0.08% | 61 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 26,082 | 1,210 | 0.82% | 0.82% | 62 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 25,542 | 1,185 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 23,457 | 1,089 | 0.02% | 0.02% | 64 | +797 | 3.52% | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 22,723 | 1,055 | 0.16% | 0.15% | 65 | +2,180 | 10.61% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 22,557 | 1,047 | 0.01% | 0.02% | 66 | -316 | -1.38% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 21,788 | 1,011 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,029 | 976 | 0.0% | 0.0% | 68 | -3,965 | -15.86% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,170 | 936 | 0.0% | 0.0% | 69 | +11,651 | 136.76% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 20,157 | 935 | 0.01% | 0.01% | 70 | +4,700 | 30.41% | Q1 2026 | May 01, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 19,314 | 896 | 0.24% | 0.24% | 71 | +23 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Idaho Trust Co | History | Reduced | 19,128 | 888 | 0.29% | 0.53% | 72 | -15,095 | -44.11% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 18,784 | 885 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | Added to | 19,043 | 884 | 0.01% | 0.01% | 74 | +1,593 | 9.13% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 18,104 | 840 | 0.01% | 0.01% | 75 | -392 | -2.12% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 17,978 | 834 | 0.0% | 0.0% | 76 | -915 | -4.84% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 17,900 | 831 | 0.0% | 0.0% | 77 | -15,300 | -46.08% | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 17,600 | 817 | 0.09% | 0.07% | 78 | +5,000 | 39.68% | Q1 2026 | Apr 16, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 22,000 | 771 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | No change | 15,937 | 739 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 15,874 | 737 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 15,710 | 729 | 0.01% | 0.01% | 82 | -411 | -2.55% | Q1 2026 | Apr 10, 2026 |
| Goodwin Investment Advisory | History | Reduced | 15,431 | 716 | 0.85% | 1.2% | 83 | -7,685 | -33.25% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 15,335 | 712 | 0.01% | 0.01% | 84 | -152 | -0.98% | Q1 2026 | Apr 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 15,185 | 705 | 0.04% | 0.05% | 85 | -4,464 | -22.72% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 15,119 | 701 | 0.02% | 0.02% | 86 | -350 | -2.26% | Q1 2026 | May 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 14,987 | 695 | 0.43% | 0.39% | 87 | +819 | 5.78% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,719 | 683 | 0.02% | 0.02% | 88 | -597 | -3.9% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,696 | 682 | 0.0% | — | 89 | +14,696 | New | Q1 2026 | May 01, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 13,698 | 636 | 0.4% | 0.41% | 90 | -136 | -0.98% | Q1 2026 | Apr 21, 2026 |
| WBH ADVISORY INC | History | No change | 13,595 | 631 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gradient Investments LLC | History | Reduced | 13,444 | 624 | 0.01% | 0.02% | 92 | -7,025 | -34.32% | Q1 2026 | Apr 13, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 12,935 | 600 | 0.02% | 0.02% | 93 | -3,300 | -20.33% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,346 | 573 | 0.05% | 0.05% | 94 | +1 | 0.01% | Q1 2026 | Apr 30, 2026 |
| Curbstone Financial Management Corp | History | No change | 12,250 | 568 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 12,192 | 566 | 0.0% | 0.0% | 96 | +5,069 | 71.16% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 12,121 | 562 | 0.0% | 0.0% | 97 | +1,475 | 13.85% | Q1 2026 | May 13, 2026 |
| Rinkey Investments | History | No change | 12,109 | 562 | 0.14% | 0.15% | 98 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stokes Family Office, LLC | History | No change | 12,051 | 559 | 0.06% | 0.05% | 99 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Added to | 11,844 | 549 | 0.01% | 0.01% | 100 | +559 | 4.95% | Q1 2026 | Apr 27, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,767 | 546 | 0.02% | — | 101 | +11,767 | New | Q1 2026 | May 15, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 11,710 | 543 | 0.17% | 0.17% | 102 | -549 | -4.48% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 11,637 | 540 | 0.01% | 0.01% | 103 | +108 | 0.94% | Q1 2026 | Apr 27, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 11,400 | 529 | 0.29% | 0.3% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 11,148 | 517 | 0.06% | 0.07% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Leo Wealth, LLC | History | No change | 11,038 | 512 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,758 | 499 | 0.0% | — | 107 | +10,758 | New | Q1 2026 | May 12, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 10,590 | 491 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lee Financial Co | History | No change | 10,500 | 487 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 10,400 | 482 | 0.0% | 0.0% | 110 | -425 | -3.93% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | No change | 10,283 | 480 | 0.01% | 0.02% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,319 | 479 | 0.0% | 0.0% | 112 | +311 | 3.11% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,118 | 469 | 0.0% | 0.0% | 113 | -3,811 | -27.36% | Q1 2026 | May 15, 2026 |
| Family Capital Management, Inc. | History | Reduced | 9,947 | 461 | 0.2% | 0.21% | 115 | -282 | -2.76% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 9,942 | 461 | 0.01% | 0.01% | 114 | +47 | 0.47% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 9,763 | 453 | 0.0% | 0.0% | 116 | -594 | -5.74% | Q1 2026 | May 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 9,440 | 443 | 0.03% | 0.03% | 117 | -540 | -5.41% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,386 | 435 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,316 | 432 | 0.0% | 0.0% | 119 | +372 | 4.16% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,199 | 427 | 0.0% | 0.0% | 120 | -1,630 | -15.05% | Q1 2026 | Apr 22, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 8,750 | 406 | 0.29% | 0.29% | 121 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 8,470 | 393 | 0.0% | — | 122 | +8,470 | New | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,344 | 387 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 8,315 | 384 | 0.43% | 0.54% | 124 | -3,362 | -28.79% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 8,241 | 382 | 0.02% | 0.1% | 125 | -853,856 | -99.04% | Q1 2026 | May 12, 2026 |
| Roan Capital Partners | History | New | 7,922 | 367 | 0.34% | — | 126 | +7,922 | New | Q1 2026 | Apr 15, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 7,844 | 364 | 0.07% | 0.07% | 127 | -1,196 | -13.23% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Reduced | 7,744 | 359 | 0.0% | 0.0% | 128 | -36 | -0.46% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Reduced | 7,692 | 357 | 0.02% | 0.04% | 129 | -10,095 | -56.75% | Q1 2026 | Apr 27, 2026 |
| Clear Retirement Advice LLC | History | No change | 7,552 | 350 | 0.27% | 0.28% | 130 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,496 | 348 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FF Advisors,LLC | History | No change | 7,381 | 346 | 0.14% | 0.16% | 132 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 7,369 | 342 | 0.0% | 0.0% | 133 | -616 | -7.71% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 7,166 | 332 | 0.01% | — | 134 | +7,166 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,853 | 318 | 0.0% | 0.0% | 135 | +27 | 0.4% | Q1 2026 | Apr 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 6,556 | 304 | 0.02% | 0.02% | 136 | -122 | -1.83% | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 6,509 | 302 | 0.0% | 0.0% | 137 | -373 | -5.42% | Q1 2026 | Apr 28, 2026 |
| Sargent Investment Group, LLC | History | No change | 6,118 | 284 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 6,022 | 280 | 0.02% | 0.02% | 139 | +22 | 0.37% | Q1 2026 | Apr 07, 2026 |
| Wealthspire Retirement, LLC | History | No change | 6,033 | 280 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,122 | 237 | 0.0% | — | 141 | +5,122 | New | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 4,961 | 230 | 0.03% | 0.03% | 142 | +23 | 0.47% | Q1 2026 | Apr 08, 2026 |
| RMR Wealth Builders | History | New | 4,763 | 221 | 0.02% | — | 143 | +4,763 | New | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,694 | 217 | 0.0% | — | 144 | +4,694 | New | Q1 2026 | Apr 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 4,613 | 214 | 0.0% | 0.0% | 145 | -156 | -3.27% | Q1 2026 | May 12, 2026 |
| Hardin Capital Partners, LLC | History | No change | 4,610 | 214 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,428 | 208 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RDA Financial Network | History | Reduced | 4,449 | 206 | 0.05% | 0.06% | 149 | -417 | -8.57% | Q1 2026 | Apr 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,457 | 206 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,330 | 201 | 0.0% | 0.0% | 150 | +227 | 5.53% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 3,248 | 150 | 0.0% | 0.0% | 151 | +1,019 | 45.72% | Q1 2026 | May 13, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 3,226 | 149 | 0.06% | — | 152 | +3,226 | New | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,816 | 130 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,686 | 124 | 0.0% | 0.0% | 154 | -66 | -2.4% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | No change | 2,268 | 105 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 1,895 | 87 | 0.0% | — | 156 | +1,895 | New | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,763 | 81 | 0.04% | 0.05% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,668 | 77 | 0.0% | 0.0% | 158 | -639 | -27.7% | Q1 2026 | May 11, 2026 |
| Winthrop Capital Management, LLC | History | No change | 1,663 | 77 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 1,395 | 64 | 0.0% | 0.0% | 160 | +753 | 117.29% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | New | 1,307 | 60 | 0.01% | — | 161 | +1,307 | New | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,204 | 55 | 0.0% | 0.0% | 163 | +487 | 67.92% | Q1 2026 | May 01, 2026 |
| Front Row Advisors LLC | History | No change | 1,200 | 55 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,167 | 54 | 0.0% | 0.0% | 164 | +1,122 | 2493.33% | Q1 2026 | May 12, 2026 |
| Avalon Trust Co | History | No change | 1,100 | 51 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,080 | 50 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 972 | 45 | 0.0% | 0.0% | 167 | -101 | -9.41% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 905 | 42 | 0.0% | 0.0% | 168 | +2 | 0.22% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 867 | 40 | 0.0% | 0.0% | 169 | +130 | 17.64% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Added to | 633 | 29 | 0.0% | 0.0% | 170 | +310 | 95.98% | Q1 2026 | Apr 20, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 362 | 16 | 0.01% | 0.01% | 172 | +2 | 0.56% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | No change | 352 | 16 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | No change | 315 | 15 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TopTier Wealth Management, LLC | History | New | 237 | 11 | 0.01% | — | 174 | +237 | New | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 235 | 10 | 0.0% | 0.0% | 175 | -1,486 | -86.35% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 215 | 9 | 0.0% | — | 177 | +215 | New | Q1 2026 | May 19, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 207 | 9 | 0.0% | — | 176 | +207 | New | Q1 2026 | Apr 14, 2026 |
| Arax Advisory Partners | History | New | 184 | 8 | 0.0% | — | 179 | +184 | New | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 173 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 155 | 7 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 146 | 6 | 0.0% | 0.0% | 182 | -5 | -3.31% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 111 | 5 | 0.0% | 0.01% | 183 | -10,133 | -98.92% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 109 | 5 | 0.0% | 0.0% | 184 | -93 | -46.04% | Q1 2026 | May 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 41 | 1 | 0.0% | — | 186 | +41 | New | Q1 2026 | May 13, 2026 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -45,348 | -100.0% | Q1 2026 | May 05, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -43,882 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mattson Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,874 | -100.0% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,325 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.15% | — | -6,224 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,112 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,021 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,913 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.01% | — | -1,087 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,062 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| Canton Hathaway, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| Banque Transatlantique SA | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |