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 | 1,241,605 | 92,313 | 0.02% | 0.02% | 1 | +2,473 | 0.2% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 353,053 | 26,249 | 0.13% | 0.12% | 2 | +15,693 | 4.65% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 340,424 | 25,310 | 0.0% | 0.0% | 3 | +91,542 | 36.78% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 315,782 | 23,478 | 0.0% | 0.0% | 4 | +24,756 | 8.51% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 284,078 | 21,121 | 0.0% | 0.0% | 5 | -11,137 | -3.77% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 246,142 | 18,300 | 0.01% | 0.01% | 6 | -19,550 | -7.36% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 209,422 | 15,570 | 0.01% | 0.01% | 7 | -5,073 | -2.37% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 201,505 | 14,981 | 0.0% | 0.0% | 8 | +23,794 | 13.39% | Q1 2026 | May 15, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 179,496 | 13,345 | 3.11% | 3.01% | 9 | -1,419 | -0.78% | Q1 2026 | Apr 08, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 172,000 | 12,788 | 0.43% | — | 10 | +172,000 | New | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 163,232 | 12,136 | 0.0% | 0.0% | 11 | +45,138 | 38.22% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 114,403 | 8,505 | 0.0% | 0.01% | 12 | -182,294 | -61.44% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 108,824 | 8,092 | 0.0% | 0.0% | 13 | +2,359 | 2.22% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 102,424 | 7,615 | 0.0% | 0.0% | 14 | +7,470 | 7.87% | Q1 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 99,015 | 7,362 | 0.0% | 0.0% | 15 | -3,162 | -3.09% | Q1 2026 | Jul 17, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 98,740 | 7,341 | 2.93% | 2.03% | 16 | +21,024 | 27.05% | Q1 2026 | May 11, 2026 |
| Longbow Finance SA | History | No change | 80,000 | 5,819 | 1.05% | 0.88% | 17 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 71,800 | 5,338 | 0.01% | 0.01% | 18 | -20,095 | -21.87% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 63,668 | 4,733 | 0.0% | 0.0% | 19 | +2,908 | 4.79% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 58,678 | 4,362 | 0.1% | 0.09% | 20 | +196 | 0.34% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 58,433 | 4,344 | 0.0% | 0.0% | 21 | -3,356 | -5.43% | Q1 2026 | May 04, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 55,841 | 4,151 | 2.32% | — | 22 | +55,841 | New | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,987 | 4,059 | 0.0% | 0.0% | 23 | -8,171 | -12.74% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 54,195 | 4,029 | 0.01% | 0.0% | 24 | +22,795 | 72.6% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 49,354 | 3,669 | 0.01% | 0.01% | 25 | -5,982 | -10.81% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,288 | 3,144 | 0.0% | 0.0% | 26 | -6,124 | -12.65% | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 39,992 | 2,973 | 0.01% | 0.01% | 27 | +4,629 | 13.09% | Q1 2026 | May 05, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 37,105 | 2,758 | 1.93% | 1.77% | 28 | -1,355 | -3.52% | Q1 2026 | May 29, 2026 |
| CX Institutional | History | Added to | 36,073 | 2,682 | 0.08% | 0.01% | 29 | +29,740 | 469.6% | Q1 2026 | Apr 06, 2026 |
| Summit Financial, LLC | History | New | 33,606 | 2,498 | 0.03% | — | 30 | +33,606 | New | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | New | 33,336 | 2,478 | 0.06% | — | 31 | +33,336 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,960 | 2,451 | 0.01% | 0.01% | 32 | +495 | 1.52% | Q1 2026 | Apr 30, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 31,612 | 2,350 | 0.07% | 0.06% | 33 | -200 | -0.63% | Q1 2026 | Apr 27, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 31,353 | 2,331 | 1.12% | 1.15% | 34 | -4,025 | -11.38% | Q1 2026 | May 08, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 31,000 | 2,304 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Canal Insurance CO | History | No change | 30,000 | 2,231 | 0.48% | 0.47% | 36 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 29,600 | 2,200 | 0.0% | 0.0% | 37 | +5,630 | 23.49% | Q1 2026 | May 12, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 23,511 | 2,074 | 0.34% | 0.08% | 38 | +16,941 | 257.85% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,488 | 1,896 | 0.0% | 0.0% | 39 | -17,666 | -40.94% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 24,581 | 1,827 | 0.08% | 0.07% | 40 | -19 | -0.08% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 22,626 | 1,682 | 0.01% | 0.0% | 41 | +6,149 | 37.32% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,284 | 1,656 | 0.03% | 0.0% | 42 | +20,708 | 1313.96% | Q1 2026 | May 15, 2026 |
| Q3 Asset Management | History | New | 21,983 | 1,634 | 0.4% | — | 43 | +21,983 | New | Q1 2026 | Apr 28, 2026 |
| Walleye Trading LLC | History | Added to | 21,800 | 1,620 | 0.0% | 0.0% | 44 | +3,646 | 20.08% | Q1 2026 | May 08, 2026 |
| One Capital Management, LLC | History | Added to | 20,239 | 1,504 | 0.04% | 0.01% | 45 | +16,716 | 474.48% | Q1 2026 | May 12, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 20,027 | 1,489 | 0.5% | 0.11% | 46 | +15,098 | 306.31% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Reduced | 19,410 | 1,443 | 0.0% | 0.0% | 47 | -5,438 | -21.89% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,359 | 1,365 | 0.01% | 0.0% | 48 | +1,176 | 6.84% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 18,176 | 1,351 | 0.0% | 0.0% | 49 | -11,395 | -38.53% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 18,018 | 1,339 | 0.05% | 0.05% | 50 | -2,477 | -12.09% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 17,565 | 1,305 | 0.0% | 0.0% | 51 | -1,829 | -9.43% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,228 | 1,280 | 0.0% | 0.0% | 52 | -84 | -0.49% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 17,063 | 1,268 | 0.01% | 0.01% | 53 | +104 | 0.61% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,266 | 1,209 | 0.0% | 0.0% | 54 | -320 | -1.93% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 11,954 | 1,053 | 0.22% | 0.7% | 55 | -32,194 | -72.92% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,745 | 988 | 0.0% | 0.0% | 56 | +4,420 | 47.4% | Q1 2026 | May 15, 2026 |
| Sage Capital Management, LLC | History | Added to | 12,942 | 962 | 0.45% | 0.39% | 57 | +30 | 0.23% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,684 | 943 | 0.0% | 0.0% | 58 | +690 | 5.75% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,306 | 914 | 0.0% | 0.01% | 59 | -13,057 | -51.48% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,192 | 906 | 0.0% | 0.0% | 60 | -42 | -0.34% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,953 | 889 | 0.0% | 0.0% | 61 | +347 | 2.99% | Q1 2026 | Apr 22, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 11,886 | 883 | 0.77% | 1.68% | 62 | -17,957 | -60.17% | Q1 2026 | Apr 23, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,554 | 784 | 0.03% | 0.02% | 63 | -48 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,681 | 769 | 0.0% | 0.0% | 64 | +5,072 | 76.74% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,230 | 760 | 0.0% | 0.0% | 65 | -2,400 | -19.0% | Q1 2026 | May 04, 2026 |
| Belvedere Trading LLC | History | No change | 10,000 | 743 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | New | 9,822 | 730 | 0.45% | — | 67 | +9,822 | New | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,272 | 689 | 0.02% | 0.02% | 68 | +180 | 1.98% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 8,098 | 602 | 0.02% | 0.01% | 69 | +4,891 | 152.51% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,676 | 597 | 0.02% | 0.05% | 70 | -11,221 | -62.7% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 7,875 | 585 | 0.0% | 0.0% | 71 | -53 | -0.67% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,848 | 583 | 0.0% | 0.0% | 72 | +282 | 3.73% | Q1 2026 | Jun 02, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 6,254 | 579 | 0.11% | 0.1% | 73 | -10 | -0.16% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,680 | 570 | 0.0% | 0.0% | 74 | -85 | -1.09% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 7,659 | 569 | 0.01% | — | 75 | +7,659 | New | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,524 | 559 | 0.0% | 0.0% | 76 | +2,481 | 49.2% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Reduced | 7,283 | 541 | 0.01% | 0.01% | 77 | -72 | -0.98% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,116 | 529 | 0.0% | 0.0% | 78 | +1,205 | 20.39% | Q1 2026 | May 15, 2026 |
| Great Diamond Partners, LLC | History | New | 7,090 | 527 | 0.1% | — | 79 | +7,090 | New | Q1 2026 | May 12, 2026 |
| South Shore Capital Advisors | History | Reduced | 7,000 | 520 | 0.38% | 0.45% | 80 | -2,500 | -26.32% | Q1 2026 | Apr 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 6,982 | 519 | 0.0% | — | 81 | +6,982 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,809 | 506 | 0.0% | 0.0% | 82 | -76 | -1.1% | Q1 2026 | May 14, 2026 |
| VVR Holdings LLC | History | Added to | 6,527 | 485 | 0.25% | 0.18% | 83 | +1,046 | 19.08% | Q1 2026 | Apr 16, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,450 | 479 | 0.05% | 0.04% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 6,352 | 472 | 0.01% | 0.01% | 85 | +1,154 | 22.2% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 6,283 | 467 | 0.02% | 0.02% | 86 | +710 | 12.74% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,139 | 456 | 0.0% | 0.0% | 87 | +32 | 0.52% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Reduced | 5,954 | 442 | 0.03% | 0.03% | 88 | -1,522 | -20.36% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 5,938 | 441 | 0.0% | 0.0% | 89 | -363 | -5.76% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,930 | 440 | 0.01% | 0.0% | 90 | -106 | -1.76% | Q1 2026 | Apr 28, 2026 |
| PEAK6 LLC | History | Added to | 5,800 | 431 | 0.0% | 0.0% | 91 | +1,705 | 41.64% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 5,626 | 418 | 0.02% | — | 92 | +5,626 | New | Q1 2026 | Jun 18, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 5,574 | 414 | 0.01% | — | 93 | +5,574 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 5,533 | 411 | 0.0% | — | 94 | +5,533 | New | Q1 2026 | Apr 13, 2026 |
| StoneX Group Inc. | History | Reduced | 5,377 | 399 | 0.02% | 0.02% | 95 | -84 | -1.54% | Q1 2026 | May 14, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | Reduced | 4,985 | 398 | 0.17% | 0.15% | 96 | -40 | -0.8% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,320 | 396 | 0.0% | 0.0% | 97 | +20 | 0.38% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,258 | 390 | 0.0% | 0.0% | 98 | -3,684 | -41.2% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Added to | 5,203 | 386 | 0.02% | 0.02% | 99 | +141 | 2.79% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 5,183 | 385 | 0.0% | 0.0% | 100 | +343 | 7.09% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 5,133 | 381 | 0.0% | 0.0% | 101 | -1,603 | -23.8% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,114 | 380 | 0.02% | 0.02% | 102 | -182 | -3.44% | Q1 2026 | May 18, 2026 |
| Eagle Strategies LLC | History | Reduced | 4,742 | 352 | 0.04% | 0.04% | 103 | -78 | -1.62% | Q1 2026 | Apr 20, 2026 |
| Hilltop Holdings Inc. | History | Added to | 4,675 | 347 | 0.03% | 0.01% | 104 | +925 | 24.67% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 4,642 | 345 | 0.0% | 0.0% | 105 | -25 | -0.54% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 4,637 | 344 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,449 | 330 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | New | 4,400 | 327 | 0.0% | — | 108 | +4,400 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,391 | 326 | 0.0% | 0.0% | 109 | +2,235 | 103.66% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 4,389 | 326 | 0.0% | 0.0% | 110 | +301 | 7.36% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,286 | 318 | 0.0% | 0.0% | 111 | -2,468 | -36.54% | Q1 2026 | May 13, 2026 |
| PACK Private Wealth, LLC | History | No change | 4,289 | 318 | 0.15% | 0.13% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | New | 4,023 | 299 | 0.07% | — | 113 | +4,023 | New | Q1 2026 | Apr 21, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 3,937 | 292 | 0.12% | 0.1% | 114 | +4 | 0.1% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,904 | 290 | 0.0% | 0.0% | 115 | +629 | 19.21% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,779 | 280 | 0.02% | 0.02% | 116 | -600 | -13.7% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 3,720 | 276 | 0.01% | 0.01% | 117 | +298 | 8.71% | Q1 2026 | May 12, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 3,700 | 275 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 3,459 | 257 | 0.05% | 0.05% | 119 | -374 | -9.76% | Q1 2026 | May 13, 2026 |
| Triton Wealth Management, PLLC | History | No change | 3,425 | 256 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | New | 3,427 | 254 | 0.01% | — | 122 | +3,427 | New | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 3,421 | 254 | 0.02% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 3,399 | 252 | 0.17% | 0.15% | 123 | +305 | 9.86% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,383 | 251 | 0.0% | 0.0% | 124 | +6 | 0.18% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Added to | 3,309 | 246 | 0.01% | 0.01% | 125 | +7 | 0.21% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,219 | 239 | 0.0% | 0.0% | 126 | -351 | -9.83% | Q1 2026 | Apr 10, 2026 |
| Brookwood Investment Group LLC | History | New | 3,212 | 238 | 0.03% | — | 127 | +3,212 | New | Q1 2026 | May 04, 2026 |
| Quantum Portfolio Management LLC | History | New | 3,201 | 237 | 0.1% | — | 129 | +3,201 | New | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | New | 3,200 | 237 | 0.0% | — | 128 | +3,200 | New | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 3,186 | 236 | 0.01% | 0.0% | 130 | -42 | -1.3% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 3,155 | 234 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,109 | 231 | 0.01% | — | 132 | +3,109 | New | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 3,056 | 227 | 0.0% | — | 133 | +3,056 | New | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | New | 3,000 | 223 | 0.0% | — | 134 | +3,000 | New | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | New | 2,972 | 220 | 0.02% | — | 136 | +2,972 | New | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 2,967 | 220 | 0.0% | 0.0% | 135 | -801 | -21.26% | Q1 2026 | May 05, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 2,938 | 218 | 0.06% | 0.09% | 137 | -2,763 | -48.47% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 2,919 | 217 | 0.01% | — | 138 | +2,919 | New | Q1 2026 | Apr 23, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 2,892 | 214 | 0.19% | 0.16% | 139 | +2 | 0.07% | Q1 2026 | May 01, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 2,860 | 212 | 0.01% | — | 140 | +2,860 | New | Q1 2026 | May 06, 2026 |
| Magnus Financial Group LLC | History | New | 2,787 | 207 | 0.02% | — | 141 | +2,787 | New | Q1 2026 | Apr 10, 2026 |
| Armbruster Capital Management, Inc. | History | New | 2,750 | 204 | 0.03% | — | 142 | +2,750 | New | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | New | 2,738 | 203 | 0.0% | — | 143 | +2,738 | New | Q1 2026 | Apr 14, 2026 |
| SG Americas Securities, LLC | History | New | 2,671 | 199 | 0.0% | — | 144 | +2,671 | New | Q1 2026 | Apr 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,664 | 198 | 0.01% | 0.0% | 145 | -172 | -6.06% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,142 | 159 | 0.0% | 0.0% | 146 | -150 | -6.54% | Q1 2026 | May 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 2,000 | 148 | 0.0% | 0.0% | 147 | -400 | -16.67% | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | No change | 2,000 | 148 | 0.05% | 0.04% | 148 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Activest Wealth Management | History | No change | 1,700 | 126 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,639 | 121 | 0.0% | — | 150 | +1,639 | New | Q1 2026 | May 01, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 1,623 | 120 | 0.0% | 0.0% | 151 | +711 | 77.96% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 1,613 | 119 | 0.0% | 0.0% | 152 | -5,169 | -76.22% | Q1 2026 | May 14, 2026 |
| Forum Finance Group S.A. | History | New | 2,020 | 119 | 0.06% | — | 153 | +2,020 | New | Q1 2026 | May 07, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 1,446 | 107 | 0.06% | 0.05% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,342 | 99 | 0.01% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 1,323 | 98 | 0.0% | 0.0% | 156 | +51 | 4.01% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 1,470 | 95 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 1,250 | 92 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,242 | 92 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Realta Investment Advisors | History | Added to | 1,231 | 91 | 0.03% | 0.02% | 160 | +255 | 26.13% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,222 | 90 | 0.0% | 0.0% | 161 | +559 | 84.31% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,118 | 83 | 0.01% | 0.01% | 162 | -187 | -14.33% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | No change | 1,103 | 82 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EFG International AG | History | Reduced | 1,050 | 78 | 0.0% | 0.0% | 164 | -440 | -29.53% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 1,015 | 75 | 0.04% | 0.03% | 165 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Key FInancial Inc | History | Reduced | 1,002 | 74 | 0.01% | 0.02% | 166 | -307 | -23.45% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 986 | 73 | 0.01% | 0.01% | 167 | -833 | -45.79% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 982 | 73 | 0.0% | 0.0% | 168 | -3 | -0.3% | Q1 2026 | Jun 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,057 | 68 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 876 | 65 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 989 | 64 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 851 | 63 | 0.0% | — | 172 | +851 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 800 | 59 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 787 | 58 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| REAP Financial Group, LLC | History | No change | 767 | 57 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 734 | 54 | 0.0% | 0.0% | 176 | +50 | 7.31% | Q1 2026 | May 04, 2026 |
| Nemes Rush Group LLC | History | Added to | 700 | 52 | 0.0% | 0.0% | 179 | +650 | 1300.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 705 | 52 | 0.01% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacifica Partners Inc. | History | No change | 700 | 52 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 600 | 52 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 633 | 47 | 0.03% | 0.03% | 181 | +1 | 0.16% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 609 | 45 | 0.0% | 0.0% | 182 | -2,218 | -78.46% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 593 | 44 | 0.01% | 0.01% | 183 | +58 | 10.84% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 580 | 43 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 555 | 41 | 0.02% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 545 | 40 | 0.0% | 0.0% | 186 | -309 | -36.18% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | No change | 527 | 39 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CGC Financial Services, LLC | History | No change | 514 | 38 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 500 | 37 | 0.0% | 0.0% | 189 | -150 | -23.08% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 500 | 37 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 495 | 36 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BankPlus Trust Department | History | Added to | 455 | 33 | 0.01% | 0.01% | 193 | +145 | 46.77% | Q1 2026 | May 11, 2026 |
| Fairscale Capital, LLC | History | No change | 447 | 33 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 442 | 32 | 0.0% | 0.0% | 194 | -23 | -4.95% | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 423 | 31 | 0.03% | 0.02% | 197 | +1 | 0.24% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 428 | 31 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 418 | 31 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 405 | 30 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 400 | 29 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 451 | 29 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Kilter Group LLC | History | No change | 391 | 29 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 379 | 28 | 0.0% | — | 202 | +379 | New | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Reduced | 374 | 27 | 0.0% | 0.0% | 203 | -136 | -26.67% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 406 | 26 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 350 | 26 | 0.01% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 333 | 24 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 315 | 23 | 0.02% | — | 207 | +315 | New | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 304 | 22 | 0.01% | 0.0% | 210 | +259 | 575.56% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 300 | 22 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 300 | 22 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | Added to | 286 | 21 | 0.0% | 0.0% | 211 | +1 | 0.35% | Q1 2026 | May 01, 2026 |
| Financial Freedom, LLC | History | Added to | 288 | 21 | 0.01% | 0.01% | 212 | +1 | 0.35% | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | No change | 291 | 21 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 280 | 20 | 0.0% | 0.0% | 214 | -102 | -26.7% | Q1 2026 | Apr 27, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 245 | 18 | 0.0% | — | 216 | +245 | New | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Reduced | 255 | 18 | 0.0% | 0.0% | 215 | -7 | -2.67% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 229 | 17 | 0.0% | 0.0% | 217 | +1 | 0.44% | Q1 2026 | Apr 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 222 | 16 | 0.0% | 0.0% | 218 | -61 | -21.55% | Q1 2026 | Apr 15, 2026 |
| Advisors Preferred, LLC | History | Reduced | 227 | 16 | 0.0% | 0.0% | 221 | -29 | -11.33% | Q1 2026 | May 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 220 | 16 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bangor Savings Bank | History | No change | 223 | 16 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Burk Holdings LLC | History | New | 214 | 15 | 0.01% | — | 225 | +214 | New | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | Added to | 208 | 15 | 0.0% | 0.0% | 224 | +1 | 0.48% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 202 | 15 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 200 | 15 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 200 | 14 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 188 | 13 | 0.0% | 0.0% | 229 | -332 | -63.85% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 188 | 13 | 0.0% | 0.0% | 227 | +77 | 69.37% | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 188 | 13 | 0.0% | 0.0% | 228 | +1 | 0.53% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 159 | 11 | 0.0% | 0.0% | 230 | -174 | -52.25% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 160 | 11 | 0.0% | 0.0% | 234 | -100 | -38.46% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | No change | 159 | 11 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 157 | 11 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caitlin John, LLC | History | No change | 155 | 11 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 134 | 9 | 0.0% | 0.0% | 240 | -5 | -3.6% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 133 | 9 | 0.0% | 0.0% | 237 | +2 | 1.53% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 9 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 132 | 9 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 130 | 9 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 130 | 9 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PlanVest Financial, Inc | History | New | 112 | 8 | 0.01% | — | 244 | +112 | New | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 109 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| City State Bank | History | No change | 120 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Portus Wealth Advisors, LLC | History | New | 100 | 7 | 0.01% | — | 251 | +100 | New | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 7 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 106 | 7 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Crews Bank & Trust | History | No change | 100 | 7 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 75 | 5 | 0.0% | — | 257 | +75 | New | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | New | 68 | 5 | 0.0% | — | 258 | +68 | New | Q1 2026 | Apr 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 78 | 5 | 0.0% | 0.0% | 256 | -55 | -41.35% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | No change | 70 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 76 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 250 | 4 | 0.0% | 0.0% | 264 | +205 | 455.56% | Q1 2026 | Jul 01, 2026 |
| Anfield Capital Management, LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 60 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Tidemark, LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 46 | 3 | 0.0% | — | 270 | +46 | New | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 53 | 3 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kingdom Financial Group LLC. | History | No change | 46 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 50 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Keystone Financial Group, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TFC Financial Management, Inc. | History | New | 35 | 2 | 0.0% | — | 275 | +35 | New | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO | History | No change | 40 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CVA Family Office, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NBT BANK N A /NY | History | Reduced | 19 | 1 | 0.0% | 0.0% | 277 | -46 | -70.77% | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 21 | 1 | 0.0% | — | 284 | +21 | New | Q1 2026 | Apr 13, 2026 |
| Accordant Advisory Group Inc | History | New | 14 | 1 | 0.0% | — | 285 | +14 | New | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 26 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Armor Investment Advisors, LLC | History | No change | 15 | 1 | 0.0% | — | 279 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NVWM, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GS Investments, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Byrne Asset Management LLC | History | No change | 15 | 1 | 0.0% | — | 283 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -39,414 | -100.0% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.34% | — | -32,500 | -100.0% | Q1 2026 | May 12, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.04% | — | -31,705 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -25,720 | -100.0% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,654 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,348 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Pines Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -11,769 | -100.0% | Q1 2026 | Apr 08, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,432 | -100.0% | Q1 2026 | May 05, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -10,400 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,720 | -100.0% | Q1 2026 | May 14, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,901 | -100.0% | Q1 2026 | May 13, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -7,295 | -100.0% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,686 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,429 | -100.0% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,900 | -100.0% | Q1 2026 | May 14, 2026 |