Global X Funds - LIT
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,311,780 | 102,686 | 0.02% | 0.02% | 1 | +70,175 | 5.65% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 385,120 | 30,147 | 0.0% | 0.0% | 2 | +69,338 | 21.96% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 331,769 | 25,970 | 0.0% | 0.0% | 3 | -8,655 | -2.54% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 310,203 | 24,282 | 0.0% | 0.0% | 4 | +26,125 | 9.2% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 258,000 | 20,196 | 0.4% | 0.43% | 5 | +86,000 | 50.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 211,485 | 16,555 | 0.01% | 0.01% | 6 | +2,063 | 0.99% | Q2 2026 | Aug 13, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 177,640 | 13,905 | 3.0% | 3.11% | 7 | -1,856 | -1.03% | Q2 2026 | Jul 08, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 172,824 | 13,528 | 4.8% | 2.93% | 8 | +74,084 | 75.03% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 131,243 | 10,273 | 0.0% | 0.0% | 9 | -31,989 | -19.6% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 129,800 | 10,160 | 0.0% | 0.0% | 10 | -71,705 | -35.58% | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 129,207 | 10,114 | 0.05% | 0.13% | 11 | -223,846 | -63.4% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 111,999 | 8,767 | 0.0% | 0.0% | 12 | -2,404 | -2.1% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 110,897 | 8,681 | 0.0% | 0.0% | 13 | +8,473 | 8.27% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 107,873 | 8,445 | 0.0% | 0.0% | 14 | -951 | -0.87% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 105,683 | 8,272 | 0.01% | — | 15 | +105,683 | New | Q2 2026 | Aug 14, 2026 |
| Longbow Finance SA | History | No change | 80,000 | 6,243 | 0.8% | 1.05% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Horizon Wealth Management, LLC | History | New | 71,809 | 5,621 | 0.72% | — | 17 | +71,809 | New | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 71,694 | 5,612 | 0.01% | 0.01% | 18 | -106 | -0.15% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 70,085 | 5,486 | 0.0% | 0.0% | 19 | +6,417 | 10.08% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 60,226 | 4,714 | 0.09% | 0.1% | 20 | +1,548 | 2.64% | Q2 2026 | Jul 28, 2026 |
| PEAK6 LLC | History | Added to | 55,200 | 4,321 | 0.01% | 0.0% | 21 | +49,400 | 851.72% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,038 | 4,255 | 0.0% | 0.0% | 22 | -949 | -1.7% | Q2 2026 | Aug 12, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 54,188 | 4,241 | 1.93% | 2.32% | 23 | -1,653 | -2.96% | Q2 2026 | Jul 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 52,992 | 4,149 | 0.0% | 0.0% | 24 | -5,441 | -9.31% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 49,427 | 3,869 | 0.01% | 0.01% | 25 | +73 | 0.15% | Q2 2026 | Aug 07, 2026 |
| Walleye Trading LLC | History | Added to | 48,726 | 3,814 | 0.0% | 0.0% | 26 | +26,926 | 123.51% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | New | 43,677 | 3,419 | 0.03% | — | 27 | +43,677 | New | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 41,754 | 3,268 | 0.0% | 0.0% | 28 | -57,261 | -57.83% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 41,639 | 3,259 | 0.01% | 0.01% | 29 | +1,647 | 4.12% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,954 | 2,971 | 0.0% | 0.0% | 30 | -4,334 | -10.25% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 37,914 | 2,967 | 0.0% | 0.0% | 31 | +19,738 | 108.59% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 37,900 | 2,966 | 0.0% | 0.0% | 32 | +8,300 | 28.04% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 37,453 | 2,943 | 0.03% | 0.03% | 33 | +3,847 | 11.45% | Q2 2026 | Aug 12, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 37,097 | 2,903 | 1.87% | 1.93% | 34 | -8 | -0.02% | Q2 2026 | Jul 29, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 37,038 | 2,899 | 0.75% | 0.5% | 35 | +17,011 | 84.94% | Q2 2026 | Jul 09, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 36,381 | 2,847 | 0.0% | — | 36 | +36,381 | New | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 35,888 | 2,809 | 0.08% | 0.08% | 37 | -185 | -0.51% | Q2 2026 | Jul 01, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Added to | 35,398 | 2,770 | 1.15% | 1.12% | 38 | +4,045 | 12.9% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,757 | 2,722 | 0.0% | 0.0% | 39 | +9,269 | 36.37% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 34,082 | 2,667 | 0.07% | 0.07% | 40 | +2,470 | 7.81% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 33,336 | 2,609 | 0.05% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Q3 Asset Management | History | Added to | 31,300 | 2,450 | 0.45% | 0.4% | 42 | +9,317 | 42.38% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 30,194 | 2,363 | 0.08% | — | 43 | +30,194 | New | Q2 2026 | Aug 13, 2026 |
| Canal Insurance CO | History | No change | 30,000 | 2,348 | 0.51% | 0.48% | 44 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,150 | 2,203 | 0.03% | 0.03% | 45 | +5,866 | 26.32% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,404 | 2,067 | 0.0% | 0.01% | 46 | -6,556 | -19.89% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 24,923 | 1,950 | 0.03% | 0.01% | 47 | +19,349 | 347.13% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 24,918 | 1,950 | 0.31% | 0.34% | 48 | +1,407 | 5.98% | Q2 2026 | Jul 24, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 23,098 | 1,808 | 0.04% | 0.05% | 49 | +5,080 | 28.19% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 22,171 | 1,735 | 0.04% | 0.02% | 50 | +14,073 | 173.78% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 20,239 | 1,504 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,750 | 1,467 | 0.01% | 0.01% | 52 | +1,687 | 9.89% | Q2 2026 | Sep 08, 2026 |
| CITIGROUP INC | History | Reduced | 18,118 | 1,418 | 0.0% | 0.0% | 53 | -1,292 | -6.66% | Q2 2026 | Aug 03, 2026 |
| SG Americas Securities, LLC | History | Added to | 17,710 | 1,386 | 0.0% | 0.0% | 54 | +15,039 | 563.05% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,226 | 1,348 | 0.0% | 0.01% | 55 | -1,133 | -6.17% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 16,135 | 1,263 | 0.0% | 0.0% | 56 | -1,093 | -6.34% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,518 | 1,214 | 0.0% | 0.0% | 57 | -748 | -4.6% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 14,734 | 1,153 | 0.0% | 0.0% | 58 | -2,831 | -16.12% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,548 | 1,138 | 0.01% | 0.0% | 59 | +2,867 | 24.54% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 13,909 | 1,088 | 0.02% | 0.01% | 60 | +10,723 | 336.57% | Q2 2026 | Jul 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 13,824 | 1,082 | 0.0% | 0.01% | 61 | -8,802 | -38.9% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 13,382 | 1,047 | 0.02% | — | 62 | +13,382 | New | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 13,698 | 1,040 | 0.0% | 0.0% | 63 | -47 | -0.34% | Q2 2026 | Aug 14, 2026 |
| Sage Capital Management, LLC | History | No change | 12,942 | 1,013 | 0.4% | 0.45% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 12,295 | 962 | 0.0% | 0.01% | 65 | -41,900 | -77.31% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,088 | 946 | 0.0% | 0.0% | 66 | -218 | -1.77% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,766 | 921 | 0.0% | 0.0% | 67 | -426 | -3.49% | Q2 2026 | Jul 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 11,703 | 916 | 0.0% | 0.0% | 68 | +4,721 | 67.62% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,425 | 894 | 0.0% | 0.0% | 69 | -1,259 | -9.93% | Q2 2026 | Aug 05, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 11,113 | 869 | 0.4% | 0.45% | 70 | +1,291 | 13.14% | Q2 2026 | Jul 24, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 12,068 | 866 | 0.18% | 0.22% | 71 | +114 | 0.95% | Q2 2026 | Jul 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,913 | 854 | 0.0% | 0.0% | 72 | -1,040 | -8.7% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 10,230 | 800 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidal Investments LLC | History | Added to | 9,940 | 778 | 0.0% | 0.0% | 74 | +5,540 | 125.91% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,448 | 739 | 0.03% | 0.02% | 75 | +3,165 | 50.37% | Q2 2026 | Jul 22, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,001 | 707 | 0.02% | 0.02% | 76 | -271 | -2.92% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 8,753 | 685 | 0.0% | 0.01% | 77 | +2,401 | 37.8% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 8,514 | 666 | 0.02% | 0.02% | 78 | +2,888 | 51.33% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 8,437 | 660 | 0.0% | 0.0% | 79 | +562 | 7.14% | Q2 2026 | Aug 13, 2026 |
| VVR Holdings LLC | History | Added to | 7,815 | 611 | 0.26% | 0.25% | 80 | +1,288 | 19.73% | Q2 2026 | Jul 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,680 | 601 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 7,394 | 578 | 0.02% | 0.03% | 82 | -3,160 | -29.94% | Q2 2026 | Jul 31, 2026 |
| Destination Wealth Management | History | Added to | 7,341 | 574 | 0.01% | 0.01% | 83 | +58 | 0.8% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 7,128 | 557 | 0.2% | 0.1% | 84 | +3,927 | 122.68% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,972 | 545 | 0.0% | 0.01% | 85 | -239,170 | -97.17% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,870 | 537 | 0.0% | 0.0% | 86 | -654 | -8.69% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 6,631 | 519 | 0.0% | — | 87 | +6,631 | New | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,552 | 513 | 0.0% | 0.0% | 88 | +413 | 6.73% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | New | 6,506 | 509 | 0.0% | — | 89 | +6,506 | New | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,450 | 504 | 0.01% | 0.02% | 91 | -226 | -3.39% | Q2 2026 | Aug 11, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,450 | 504 | 0.06% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,385 | 499 | 0.0% | 0.0% | 92 | -424 | -6.23% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Added to | 6,353 | 497 | 0.0% | 0.0% | 93 | +415 | 6.99% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,319 | 494 | 0.02% | 0.02% | 95 | +2,540 | 67.21% | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 6,221 | 494 | 0.07% | 0.11% | 94 | -33 | -0.53% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 6,153 | 490 | 0.02% | 0.02% | 96 | +776 | 14.43% | Q2 2026 | Aug 12, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 6,109 | 478 | 0.08% | 0.1% | 97 | -981 | -13.84% | Q2 2026 | Jul 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,008 | 470 | 0.0% | 0.0% | 98 | +475 | 8.58% | Q2 2026 | Jul 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,957 | 466 | 0.0% | 0.0% | 99 | -1,159 | -16.29% | Q2 2026 | Aug 19, 2026 |
| CERTUITY, LLC | History | No change | 5,954 | 466 | 0.02% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | Added to | 5,883 | 460 | 0.02% | 0.02% | 102 | +680 | 13.07% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,882 | 460 | 0.0% | 0.01% | 101 | -48 | -0.81% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 5,538 | 435 | 0.06% | — | 103 | +5,538 | New | Q2 2026 | Aug 13, 2026 |
| Index Technologies Group LLC | History | New | 5,324 | 416 | 0.33% | — | 105 | +5,324 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 5,325 | 416 | 0.0% | 0.0% | 104 | +934 | 21.27% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,304 | 415 | 0.02% | 0.02% | 106 | +190 | 3.72% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,253 | 411 | 0.0% | 0.0% | 107 | -2,595 | -33.07% | Q2 2026 | Aug 12, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | New | 5,223 | 410 | 0.21% | — | 108 | +5,223 | New | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,214 | 408 | 0.0% | — | 109 | +5,214 | New | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,159 | 404 | 0.0% | 0.0% | 110 | -161 | -3.03% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 5,057 | 395 | 0.0% | 0.0% | 111 | +415 | 8.94% | Q2 2026 | Aug 12, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 5,000 | 391 | 0.0% | 0.0% | 112 | +1,300 | 35.14% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | New | 4,973 | 389 | 0.0% | — | 113 | +4,973 | New | Q2 2026 | Jul 22, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 4,829 | 378 | 0.14% | 0.17% | 114 | -156 | -3.13% | Q2 2026 | Jul 09, 2026 |
| E&G Advisors, LLC | History | Added to | 4,689 | 367 | 0.07% | 0.07% | 115 | +666 | 16.55% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,042 | 364 | 0.0% | 0.0% | 116 | -216 | -4.11% | Q2 2026 | Jul 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,628 | 362 | 0.0% | 0.0% | 118 | +179 | 4.02% | Q2 2026 | Aug 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 4,637 | 362 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J. Safra Sarasin Holding AG | History | New | 4,528 | 354 | 0.01% | — | 119 | +4,528 | New | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | New | 4,522 | 353 | 0.0% | — | 121 | +4,522 | New | Q2 2026 | Aug 27, 2026 |
| Eagle Strategies LLC | History | Reduced | 4,522 | 353 | 0.04% | 0.04% | 120 | -220 | -4.64% | Q2 2026 | Jul 21, 2026 |
| PACK Private Wealth, LLC | History | No change | 4,289 | 335 | 0.14% | 0.15% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,195 | 328 | 0.03% | — | 123 | +4,195 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 4,389 | 326 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,156 | 325 | 0.0% | 0.0% | 125 | +252 | 6.45% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 4,089 | 320 | 0.0% | 0.0% | 126 | -1,044 | -20.34% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | Reduced | 4,019 | 315 | 0.0% | 0.0% | 127 | -1,164 | -22.46% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | New | 3,910 | 306 | 0.0% | — | 128 | +3,910 | New | Q2 2026 | Jul 20, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 3,899 | 305 | 0.11% | 0.12% | 129 | -38 | -0.97% | Q2 2026 | Jul 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 3,680 | 288 | 0.0% | 0.01% | 130 | +761 | 26.07% | Q2 2026 | Jul 21, 2026 |
| RFG Advisory, LLC | History | New | 3,669 | 287 | 0.0% | — | 131 | +3,669 | New | Q2 2026 | Jul 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,634 | 284 | 0.0% | 0.0% | 132 | +434 | 13.56% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | Added to | 3,596 | 281 | 0.03% | 0.03% | 133 | +384 | 11.96% | Q2 2026 | Jul 23, 2026 |
| Keystone Wealth Services, LLC | History | No change | 3,459 | 270 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keel Point, LLC | History | No change | 3,421 | 267 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | New | 3,394 | 265 | 0.01% | — | 136 | +3,394 | New | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,383 | 264 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 3,309 | 259 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 3,206 | 250 | 0.01% | 0.01% | 139 | -514 | -13.82% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 3,155 | 246 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 3,126 | 244 | 0.0% | — | 142 | +3,126 | New | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,123 | 244 | 0.0% | 0.0% | 141 | +67 | 2.19% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,068 | 240 | 0.0% | 0.0% | 143 | +330 | 12.05% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,018 | 236 | 0.0% | 0.0% | 144 | -201 | -6.24% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,005 | 235 | 0.0% | 0.0% | 145 | +1,366 | 83.34% | Q2 2026 | Aug 05, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 3,249 | 234 | 0.07% | 0.09% | 147 | -176 | -5.14% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,000 | 234 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 2,972 | 233 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,967 | 232 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,876 | 225 | 0.0% | 0.0% | 151 | +2,025 | 237.96% | Q2 2026 | Jul 29, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 2,887 | 225 | 0.15% | 0.17% | 150 | -512 | -15.06% | Q2 2026 | Jul 24, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 2,860 | 223 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Pathstone Holdings, LLC | History | New | 2,814 | 220 | 0.0% | — | 153 | +2,814 | New | Q2 2026 | Aug 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 2,775 | 217 | 0.01% | — | 154 | +2,775 | New | Q2 2026 | Aug 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 2,758 | 215 | 0.02% | 0.02% | 155 | -29 | -1.04% | Q2 2026 | Jul 09, 2026 |
| Mariner, LLC | History | New | 2,670 | 209 | 0.0% | — | 157 | +2,670 | New | Q2 2026 | Aug 13, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 2,678 | 209 | 0.16% | 0.19% | 156 | -214 | -7.4% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 2,664 | 208 | 0.0% | — | 158 | +2,664 | New | Q2 2026 | Jul 27, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 2,686 | 207 | 0.02% | — | 160 | +2,686 | New | Q2 2026 | Aug 03, 2026 |
| Glassman Wealth Services | History | New | 2,652 | 207 | 0.02% | — | 159 | +2,652 | New | Q2 2026 | Aug 05, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 2,567 | 201 | 0.04% | 0.06% | 161 | -371 | -12.63% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 2,435 | 190 | 0.0% | — | 162 | +2,435 | New | Q2 2026 | Aug 06, 2026 |
| Friedenthal Financial | History | New | 2,197 | 171 | 0.08% | — | 163 | +2,197 | New | Q2 2026 | Jul 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,139 | 167 | 0.0% | 0.01% | 164 | -525 | -19.71% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,124 | 166 | 0.0% | 0.0% | 165 | -18 | -0.84% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 2,000 | 156 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 2,000 | 156 | 0.04% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,453 | 113 | 0.0% | 0.0% | 168 | +231 | 18.9% | Q2 2026 | Jul 27, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 1,446 | 113 | 0.05% | 0.06% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARCLAYS PLC | History | Reduced | 1,380 | 108 | 0.0% | 0.0% | 170 | -233 | -14.45% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,342 | 105 | 0.0% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,325 | 103 | 0.0% | 0.0% | 172 | +83 | 6.68% | Q2 2026 | Jul 06, 2026 |
| Realta Investment Advisors | History | Added to | 1,268 | 99 | 0.03% | 0.03% | 173 | +37 | 3.01% | Q2 2026 | Jul 20, 2026 |
| Forum Finance Group S.A. | History | Reduced | 1,550 | 98 | 0.04% | 0.06% | 175 | -470 | -23.27% | Q2 2026 | Aug 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 1,250 | 98 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | Reduced | 1,246 | 97 | 0.0% | 0.0% | 176 | -77 | -5.82% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,107 | 86 | 0.01% | 0.01% | 178 | -11 | -0.98% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 1,103 | 86 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,014 | 79 | 0.0% | — | 180 | +1,014 | New | Q2 2026 | Aug 12, 2026 |
| Founders Capital Management | History | No change | 1,015 | 79 | 0.03% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Key FInancial Inc | History | No change | 1,002 | 78 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 973 | 76 | 0.01% | 0.01% | 182 | -13 | -1.32% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 890 | 69 | 0.0% | 0.0% | 183 | -92 | -9.37% | Q2 2026 | Aug 05, 2026 |
| BankPlus Trust Department | History | Added to | 842 | 65 | 0.02% | 0.01% | 185 | +387 | 85.05% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 834 | 65 | 0.0% | 0.0% | 184 | +100 | 13.62% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 800 | 62 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 787 | 61 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REAP Financial Group, LLC | History | No change | 767 | 60 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 705 | 55 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pacifica Partners Inc. | History | No change | 700 | 53 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Activest Wealth Management | History | Reduced | 665 | 52 | 0.01% | 0.02% | 191 | -1,035 | -60.88% | Q2 2026 | Jul 16, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 634 | 49 | 0.03% | 0.03% | 192 | +1 | 0.16% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 600 | 47 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 18,098 | 46 | 0.01% | — | 196 | +18,098 | New | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 595 | 46 | 0.02% | 0.02% | 195 | +15 | 2.59% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 593 | 46 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisors Preferred, LLC | History | Added to | 569 | 43 | 0.01% | 0.0% | 197 | +342 | 150.66% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 553 | 43 | 0.0% | 0.0% | 199 | +324 | 141.48% | Q2 2026 | Jul 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 555 | 43 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | Reduced | 546 | 42 | 0.0% | 0.0% | 200 | -63 | -10.34% | Q2 2026 | Aug 03, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 526 | 41 | 0.01% | — | 202 | +526 | New | Q2 2026 | Jul 31, 2026 |
| Smithfield Trust Co | History | No change | 527 | 41 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 518 | 40 | 0.0% | 0.0% | 203 | +500 | 2777.78% | Q2 2026 | Aug 06, 2026 |
| CGC Financial Services, LLC | History | No change | 514 | 40 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 505 | 39 | 0.01% | — | 207 | +505 | New | Q2 2026 | Jul 23, 2026 |
| AlphaCore Capital LLC | History | No change | 500 | 39 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 39 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 495 | 38 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 474 | 37 | 0.0% | — | 209 | +474 | New | Q2 2026 | Aug 13, 2026 |
| Fairscale Capital, LLC | History | No change | 447 | 35 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 445 | 34 | 0.0% | 0.0% | 211 | -100 | -18.35% | Q2 2026 | Jul 23, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 440 | 34 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 428 | 33 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 423 | 33 | 0.02% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 409 | 32 | 0.0% | 0.0% | 215 | +221 | 117.55% | Q2 2026 | Jul 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 418 | 32 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 400 | 31 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 405 | 31 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kilter Group LLC | History | Reduced | 356 | 27 | 0.01% | 0.01% | 219 | -35 | -8.95% | Q2 2026 | Aug 11, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 350 | 27 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 333 | 26 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | Added to | 329 | 25 | 0.0% | — | 222 | +324 | 6480.0% | Q2 2026 | Aug 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 300 | 23 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 300 | 23 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 304 | 23 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 286 | 22 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| LRI Investments, LLC | History | No change | 291 | 22 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 250 | 20 | 0.0% | — | 228 | +250 | New | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 224 | 17 | 0.0% | 0.0% | 232 | +36 | 19.15% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 222 | 17 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ST GERMAIN D J CO INC | History | No change | 220 | 17 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bangor Savings Bank | History | No change | 223 | 17 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Russell Investments Group, Ltd. | History | New | 216 | 16 | 0.0% | — | 237 | +216 | New | Q2 2026 | Aug 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 202 | 16 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Roble, Belko & Company, Inc | History | No change | 200 | 16 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NFSG Corp | History | No change | 208 | 16 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 214 | 16 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evelyn Partners Group Ltd | History | New | 200 | 15 | 0.0% | — | 238 | +200 | New | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 181 | 14 | 0.0% | 0.0% | 240 | -261 | -59.05% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 188 | 14 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 200 | 14 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | No change | 159 | 12 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 157 | 12 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caitlin John, LLC | History | No change | 155 | 12 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 160 | 12 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Reduced | 132 | 10 | 0.0% | 0.0% | 248 | -242 | -64.71% | Q2 2026 | Jul 15, 2026 |
| Dunhill Financial, LLC | History | Reduced | 129 | 10 | 0.0% | 0.0% | 250 | -5 | -3.73% | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | No change | 132 | 10 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bogart Wealth, LLC | History | No change | 133 | 10 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Paladin Advisory Group, LLC | History | No change | 130 | 10 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 130 | 10 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 9 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| City State Bank | History | No change | 120 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 106 | 8 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PlanVest Financial, Inc | History | No change | 112 | 8 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Reduced | 94 | 7 | 0.0% | 0.0% | 259 | -15 | -13.76% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 7 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crews Bank & Trust | History | No change | 100 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 78 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Planning Strategies Inc. | History | New | 75 | 5 | 0.0% | — | 271 | +75 | New | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 69 | 5 | 0.0% | — | 270 | +69 | New | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | Added to | 75 | 5 | 0.0% | 0.0% | 269 | +12 | 19.05% | Q2 2026 | Aug 10, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 74 | 5 | 0.0% | 0.0% | 265 | -1 | -1.33% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 70 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 68 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 76 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakworth Capital, Inc. | History | New | 53 | 4 | 0.0% | — | 277 | +53 | New | Q2 2026 | Jul 22, 2026 |
| CENTRAL TRUST Co | History | No change | 53 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Anfield Capital Management, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 60 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 281 | -650 | -92.86% | Q2 2026 | Aug 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 46 | 3 | 0.0% | 0.0% | 283 | -204 | -81.6% | Q2 2026 | Jul 02, 2026 |
| SIGNATUREFD, LLC | History | New | 41 | 3 | 0.0% | — | 284 | +41 | New | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO | History | No change | 40 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 39 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Financial Group, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 26 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GS Investments, Inc. | History | No change | 26 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 23 | 1 | 0.0% | 0.0% | 293 | -23 | -50.0% | Q2 2026 | Aug 07, 2026 |
| Colonial Trust Advisors | History | New | 15 | 1 | 0.0% | — | 295 | +15 | New | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 14 | 1 | 0.0% | — | 296 | +14 | New | Q2 2026 | Aug 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Armor Investment Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NVWM, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Byrne Asset Management LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Accordant Advisory Group Inc | History | No change | 14 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -31,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Purpose Unlimited Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -24,581 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BLVD Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -11,886 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q2 2026 | Jul 31, 2026 |