Janus Detroit Street Trust - JSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | Added to | 2,544,321 | 131,159 | 0.19% | 0.18% | 1 | +131,333 | 5.44% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,073,212 | 106,874 | 0.03% | 0.02% | 2 | +973,468 | 88.52% | Q1 2026 | May 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 1,011,249 | 52,129 | 4.22% | 3.79% | 3 | +127,031 | 14.37% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 925,798 | 47,724 | 0.01% | 0.01% | 4 | +241,460 | 35.28% | Q1 2026 | May 05, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 870,181 | 44,857 | 8.64% | 8.8% | 5 | +30,767 | 3.67% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 802,643 | 41,377 | 0.05% | 0.05% | 6 | +4,787 | 0.6% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 771,127 | 39,751 | 3.21% | 2.6% | 7 | +171,729 | 28.65% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 752,852 | 38,809 | 0.01% | 0.01% | 8 | -22,680 | -2.92% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 708,635 | 36,558 | 0.07% | 0.09% | 9 | -597,969 | -45.77% | Q1 2026 | Apr 08, 2026 |
| ATWOOD & PALMER INC | History | Added to | 699,263 | 36,046 | 2.03% | 2.02% | 10 | +15,174 | 2.22% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 577,225 | 29,755 | 0.16% | 0.15% | 11 | +65,813 | 12.87% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 558,894 | 28,810 | 0.01% | 0.0% | 12 | +53,580 | 10.6% | Q1 2026 | May 05, 2026 |
| Financial Enhancement Group LLC | History | Added to | 505,492 | 26,265 | 3.25% | 3.34% | 13 | +14,609 | 2.98% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 503,225 | 25,941 | 0.07% | 0.07% | 14 | +23,922 | 4.99% | Q1 2026 | Apr 30, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 495,997 | 25,568 | 3.29% | 2.72% | 15 | +120,721 | 32.17% | Q1 2026 | Apr 17, 2026 |
| Advisory Resource Group | History | Reduced | 465,311 | 23,986 | 4.13% | 4.46% | 16 | -21,988 | -4.51% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 441,365 | 22,752 | 0.93% | 1.01% | 17 | +6,741 | 1.55% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 442,499 | 22,664 | 0.01% | 0.01% | 18 | -56,390 | -11.3% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 410,581 | 21,165 | 0.11% | 0.1% | 19 | +90,778 | 28.39% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 404,788 | 20,866 | 0.1% | 0.07% | 20 | +107,438 | 36.13% | Q1 2026 | Apr 24, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 403,212 | 20,785 | 8.77% | 7.17% | 21 | +76,477 | 23.41% | Q1 2026 | Apr 15, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 394,178 | 20,319 | 3.25% | 4.16% | 22 | -17,561 | -4.27% | Q1 2026 | Apr 10, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 393,067 | 20,262 | 2.52% | 2.52% | 23 | +6,887 | 1.78% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 309,632 | 15,961 | 0.0% | 0.0% | 24 | +75,105 | 32.02% | Q1 2026 | May 15, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 279,760 | 14,421 | 4.5% | 4.49% | 25 | +7,630 | 2.8% | Q1 2026 | Apr 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 273,944 | 14,121 | 0.0% | 0.0% | 26 | +33,672 | 14.01% | Q1 2026 | May 04, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 264,409 | 13,630 | 0.74% | 0.96% | 27 | -90,715 | -25.54% | Q1 2026 | May 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 248,158 | 12,792 | 0.05% | 0.04% | 28 | +83,900 | 51.08% | Q1 2026 | Apr 30, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 234,433 | 12,085 | 5.65% | 5.55% | 29 | +5,660 | 2.47% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 230,855 | 11,900 | 0.19% | 0.15% | 30 | +69,585 | 43.15% | Q1 2026 | Apr 22, 2026 |
| Addison Capital Co | History | Added to | 225,924 | 11,646 | 2.07% | 0.99% | 31 | +149,782 | 196.71% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 224,142 | 11,398 | 0.02% | 0.0% | 32 | +127,332 | 131.53% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 210,763 | 10,864 | 0.17% | 0.22% | 33 | +1,545 | 0.74% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 204,987 | 10,567 | 0.01% | 0.01% | 34 | +2,736 | 1.35% | Q1 2026 | Apr 27, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 196,474 | 10,128 | 1.25% | 1.49% | 35 | -28,958 | -12.85% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 194,174 | 10,010 | 0.0% | 0.0% | 36 | -18,742 | -8.8% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 180,654 | 9,404 | 0.44% | 0.44% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 182,044 | 9,384 | 2.27% | 1.83% | 38 | +43,247 | 31.16% | Q1 2026 | May 11, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 181,512 | 9,356 | 2.34% | 1.88% | 39 | +41,999 | 30.1% | Q1 2026 | May 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 180,788 | 9,319 | 0.52% | 0.49% | 40 | +14,047 | 8.42% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 176,965 | 9,122 | 0.05% | 0.04% | 41 | +35,660 | 25.24% | Q1 2026 | May 15, 2026 |
| Englebert Financial Advisers, LLC | History | Added to | 156,821 | 8,084 | 9.19% | 8.21% | 42 | +19,013 | 13.8% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 151,072 | 7,787 | 0.01% | 0.01% | 43 | +26,658 | 21.43% | Q1 2026 | May 12, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 143,567 | 7,400 | 4.75% | 4.22% | 44 | +21,949 | 18.05% | Q1 2026 | Apr 10, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 138,696 | 7,198 | 0.46% | 0.45% | 45 | +13,260 | 10.57% | Q1 2026 | Apr 22, 2026 |
| Talon Private Wealth, LLC | History | New | 131,256 | 6,766 | 0.9% | — | 46 | +131,256 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 128,870 | 6,643 | 0.29% | 0.27% | 47 | +20,642 | 19.07% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 119,749 | 6,173 | 0.49% | 0.34% | 48 | +33,245 | 38.43% | Q1 2026 | Apr 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 117,093 | 6,036 | 0.12% | 0.11% | 49 | +6,625 | 6.0% | Q1 2026 | Apr 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 116,078 | 5,983 | 1.1% | 0.95% | 50 | +20,835 | 21.88% | Q1 2026 | Apr 30, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 110,026 | 5,671 | 1.54% | 1.48% | 51 | +3,398 | 3.19% | Q1 2026 | Apr 27, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 103,879 | 5,355 | 2.93% | 2.89% | 52 | +1,994 | 1.96% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 103,611 | 5,341 | 0.06% | 0.06% | 53 | +8,595 | 9.05% | Q1 2026 | May 05, 2026 |
| Brookstone Capital Management | History | Reduced | 99,760 | 5,142 | 0.06% | 0.07% | 54 | -18,691 | -15.78% | Q1 2026 | Apr 16, 2026 |
| Weaver Consulting Group | History | Added to | 95,137 | 4,904 | 1.17% | 1.02% | 55 | +14,984 | 18.69% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Reduced | 94,874 | 4,890 | 1.54% | 1.77% | 56 | -11,999 | -11.23% | Q1 2026 | Apr 20, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 82,179 | 4,236 | 1.79% | 1.72% | 57 | +88 | 0.11% | Q1 2026 | Apr 08, 2026 |
| Seneca House Advisors | History | Reduced | 82,166 | 4,235 | 1.68% | 1.67% | 58 | -3,390 | -3.96% | Q1 2026 | May 01, 2026 |
| Brookwood Investment Group LLC | History | New | 80,551 | 4,152 | 0.51% | — | 59 | +80,551 | New | Q1 2026 | May 04, 2026 |
| Miller Global Investments, LLC | History | Added to | 78,245 | 4,033 | 3.7% | 3.67% | 60 | +379 | 0.49% | Q1 2026 | Apr 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 76,333 | 3,934 | 0.0% | 0.0% | 61 | -45,510 | -37.35% | Q1 2026 | May 18, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 75,627 | 3,898 | 2.58% | 2.75% | 62 | -1,985 | -2.56% | Q1 2026 | Apr 21, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 74,212 | 3,825 | 2.66% | 2.85% | 63 | +15,296 | 25.96% | Q1 2026 | Apr 22, 2026 |
| Blue Edge Capital, LLC | History | No change | 69,616 | 3,624 | 0.48% | 0.48% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 69,166 | 3,565 | 0.0% | 0.0% | 65 | -21,449 | -23.67% | Q1 2026 | May 15, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 68,210 | 3,516 | 1.68% | 1.39% | 66 | +9,966 | 17.11% | Q1 2026 | Apr 27, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 62,050 | 3,201 | 0.69% | 0.64% | 67 | +5,813 | 10.34% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 60,310 | 3,108 | 0.0% | 0.0% | 68 | +1,462 | 2.48% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 60,051 | 3,095 | 0.26% | 0.27% | 69 | -1,554 | -2.52% | Q1 2026 | May 15, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Added to | 55,762 | 2,890 | 1.24% | 1.29% | 70 | +366 | 0.66% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 54,097 | 2,788 | 0.0% | 0.0% | 71 | -38,710 | -41.71% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 48,215 | 2,485 | 0.09% | 0.1% | 72 | -4,242 | -8.09% | Q1 2026 | May 14, 2026 |
| QTR Family Wealth, LLC | History | Added to | 45,113 | 2,341 | 0.98% | 1.0% | 73 | +1,757 | 4.05% | Q1 2026 | Apr 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 44,929 | 2,316 | 1.57% | 1.51% | 74 | +1,364 | 3.13% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 44,001 | 2,268 | 0.0% | 0.0% | 75 | +34,241 | 350.83% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 43,781 | 2,256 | 0.02% | 0.04% | 76 | -21,798 | -33.24% | Q1 2026 | Apr 07, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 41,831 | 2,156 | 0.95% | 0.81% | 77 | +7,766 | 22.8% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 38,022 | 1,960 | 0.0% | 0.0% | 78 | +24,531 | 181.83% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 33,594 | 1,731 | 0.12% | 0.13% | 79 | +2,198 | 7.0% | Q1 2026 | Apr 17, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 31,358 | 1,616 | 1.04% | 3.69% | 80 | -78,033 | -71.33% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 30,353 | 1,565 | 0.0% | 0.0% | 81 | +2,092 | 7.4% | Q1 2026 | Apr 22, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 28,835 | 1,486 | 0.25% | 0.59% | 82 | -34,496 | -54.47% | Q1 2026 | Apr 30, 2026 |
| Bulwark Capital Corp | History | Added to | 28,820 | 1,485 | 0.92% | 1.07% | 83 | +33 | 0.11% | Q1 2026 | Apr 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 24,053 | 1,246 | 0.05% | 0.05% | 84 | +1,953 | 8.84% | Q1 2026 | May 12, 2026 |
| WESPAC Advisors, LLC | History | Added to | 20,664 | 1,065 | 0.58% | 0.51% | 85 | +2,655 | 14.74% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 20,216 | 1,042 | 0.02% | — | 86 | +20,216 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 19,917 | 1,026 | 0.01% | 0.01% | 87 | -500 | -2.45% | Q1 2026 | May 08, 2026 |
| BOS Asset Management, LLC | History | No change | 19,025 | 980 | 0.25% | 0.27% | 88 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,788 | 916 | 0.0% | 0.0% | 89 | +10,280 | 136.92% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,608 | 856 | 0.0% | 0.0% | 90 | +8,778 | 112.11% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 16,314 | 840 | 0.17% | 0.23% | 91 | -3,447 | -17.44% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 16,275 | 838 | 0.0% | 0.0% | 92 | +80 | 0.49% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,900 | 768 | 0.01% | 0.01% | 93 | +6,735 | 82.49% | Q1 2026 | May 18, 2026 |
| Community Bank, N.A. | History | Added to | 14,634 | 754 | 0.09% | 0.08% | 94 | +2,068 | 16.46% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 14,533 | 749 | 0.01% | 0.0% | 95 | +4,226 | 41.0% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,545 | 749 | 0.02% | 0.02% | 96 | -2,192 | -13.1% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 14,410 | 742 | 0.51% | 0.53% | 97 | -894 | -5.84% | Q1 2026 | Apr 07, 2026 |
| Northside Capital Management, LLC | History | No change | 14,000 | 721 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 13,691 | 705 | 0.25% | 0.35% | 99 | -5,160 | -27.37% | Q1 2026 | Apr 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 13,035 | 671 | 0.22% | 0.05% | 100 | +10,035 | 334.5% | Q1 2026 | Apr 24, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 12,705 | 654 | 0.04% | 0.02% | 101 | +6,701 | 111.61% | Q1 2026 | May 21, 2026 |
| Brucke Financial, Inc. | History | Added to | 12,685 | 653 | 0.33% | 0.14% | 103 | +7,730 | 156.0% | Q1 2026 | Apr 10, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 12,668 | 653 | 0.09% | 0.06% | 102 | +4,484 | 54.79% | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 12,566 | 647 | 0.02% | 0.06% | 104 | -20,913 | -62.47% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,295 | 633 | 0.01% | — | 105 | +12,295 | New | Q1 2026 | Apr 23, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 11,858 | 611 | 0.41% | 0.66% | 106 | -6,227 | -34.43% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,829 | 609 | 0.01% | 0.01% | 107 | +692 | 6.21% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,655 | 600 | 0.0% | 0.0% | 108 | +1,837 | 18.71% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,747 | 554 | 0.0% | 0.0% | 109 | -1,058 | -8.96% | Q1 2026 | Apr 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 10,512 | 541 | 0.02% | 0.02% | 110 | -1,611 | -13.29% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,420 | 485 | 0.02% | 0.02% | 111 | +694 | 7.95% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,163 | 472 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waterloo Capital, L.P. | History | New | 9,048 | 466 | 0.03% | — | 113 | +9,048 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | No change | 8,950 | 461 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 8,051 | 415 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Diesslin Group, Inc. | History | New | 7,829 | 403 | 0.18% | — | 116 | +7,829 | New | Q1 2026 | Apr 21, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 7,810 | 402 | 0.24% | — | 117 | +7,810 | New | Q1 2026 | May 11, 2026 |
| Alchemi Wealth, LLC | History | Added to | 7,766 | 400 | 0.22% | 0.19% | 118 | +1,159 | 17.54% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 6,934 | 357 | 0.04% | 0.03% | 120 | +1,443 | 26.28% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 6,874 | 357 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 6,839 | 352 | 0.0% | — | 121 | +6,839 | New | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 6,791 | 350 | 0.0% | — | 122 | +6,791 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,714 | 346 | 0.0% | — | 123 | +6,714 | New | Q1 2026 | May 01, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,709 | 345 | 0.04% | 0.05% | 124 | -592 | -8.11% | Q1 2026 | May 05, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | Added to | 6,361 | 327 | 0.24% | 0.21% | 125 | +985 | 18.32% | Q1 2026 | May 05, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 6,151 | 317 | 0.02% | — | 126 | +6,151 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,930 | 305 | 0.0% | 0.0% | 127 | -13,838 | -70.0% | Q1 2026 | May 05, 2026 |
| Revisor Wealth Management LLC | History | Added to | 5,832 | 301 | 0.08% | 0.07% | 128 | +523 | 9.85% | Q1 2026 | Apr 27, 2026 |
| Core Wealth Partners LLC | History | Added to | 5,704 | 294 | 0.14% | 0.13% | 129 | +23 | 0.4% | Q1 2026 | May 08, 2026 |
| FDx Advisors, Inc. | History | New | 5,452 | 281 | 0.09% | — | 130 | +5,452 | New | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,118 | 263 | 0.0% | 0.0% | 131 | -941 | -15.53% | Q1 2026 | Apr 27, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,899 | 252 | 0.0% | 0.01% | 132 | -524 | -9.66% | Q1 2026 | Apr 16, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 4,578 | 236 | 0.09% | 0.07% | 133 | +564 | 14.05% | Q1 2026 | Apr 10, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 4,560 | 235 | 0.06% | 0.1% | 134 | -2,408 | -34.56% | Q1 2026 | Apr 28, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,172 | 215 | 0.0% | — | 135 | +4,172 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | New | 4,158 | 214 | 0.0% | — | 136 | +4,158 | New | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,066 | 209 | 0.0% | 0.0% | 137 | -250 | -5.79% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 4,051 | 208 | 0.0% | — | 138 | +4,051 | New | Q1 2026 | Apr 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 3,950 | 203 | 0.01% | — | 139 | +3,950 | New | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,118 | 57 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 900 | 46 | 0.03% | — | 141 | +900 | New | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 773 | 39 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 36,046 | 36 | 0.0% | 0.01% | 143 | +2,230 | 6.59% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 663 | 34 | 0.0% | 0.0% | 144 | -34 | -4.88% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | New | 608 | 31 | 0.0% | — | 145 | +608 | New | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 458 | 23 | 0.0% | — | 147 | +458 | New | Q1 2026 | Apr 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 450 | 23 | 0.0% | — | 146 | +450 | New | Q1 2026 | Apr 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 395 | 20 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 297 | 15 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Western Wealth Management, LLC | History | New | 283 | 14 | 0.0% | — | 151 | +283 | New | Q1 2026 | May 19, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 277 | 14 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 217 | 11 | 0.0% | 0.0% | 153 | -20 | -8.44% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 218 | 11 | 0.0% | 0.0% | 152 | +7 | 3.32% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 70 | 3 | 0.0% | — | 154 | +70 | New | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 155 | -73 | -78.49% | Q1 2026 | Apr 27, 2026 |
| Crumly & Associates Inc. | History | Closed out | 0 | 0 | — | 1.96% | — | -179,881 | -100.0% | Q1 2026 | Apr 02, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 1.46% | — | -163,232 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -96,135 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -61,895 | -100.0% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -47,680 | -100.0% | Q1 2026 | May 01, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -38,365 | -100.0% | Q1 2026 | Apr 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,220 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Navis Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -15,933 | -100.0% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,368 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,450 | -100.0% | Q1 2026 | Apr 14, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,788 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CLG LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,767 | -100.0% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,743 | -100.0% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q1 2026 | May 06, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | Reduced | 2 | 0 | — | 0.0% | — | -23 | -92.0% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | May 07, 2026 |