Global X Funds - MLPA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,875,179 | 258,774 | 0.01% | 0.02% | 1 | +61,132 | 1.27% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 3,348,455 | 177,735 | 0.02% | 0.03% | 2 | +43,228 | 1.31% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 1,775,266 | 94,231 | 0.06% | 0.07% | 3 | -60,230 | -3.28% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,128,270 | 59,888 | 0.01% | 0.01% | 4 | -24,785 | -2.15% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,030,318 | 54,689 | 0.0% | 0.0% | 5 | +46,951 | 4.77% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 922,223 | 48,951 | 0.01% | 0.01% | 6 | -39,272 | -4.08% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 661,393 | 35,106 | 0.01% | 0.01% | 7 | -35,835 | -5.14% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 546,034 | 28,983 | 0.01% | 0.01% | 8 | -655 | -0.12% | Q2 2026 | Aug 13, 2026 |
| Madrid Financial Services | History | Added to | 488,670 | 25,938 | 13.72% | 14.97% | 9 | +17,967 | 3.82% | Q2 2026 | Aug 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 478,511 | 25,399 | 0.45% | 0.55% | 10 | +3,074 | 0.65% | Q2 2026 | Jul 23, 2026 |
| Gradient Investments LLC | History | Added to | 436,144 | 23,150 | 0.32% | 0.35% | 11 | +14,343 | 3.4% | Q2 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 373,651 | 19,834 | 0.0% | 0.0% | 12 | -29,741 | -7.37% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 368,127 | 19,540 | 0.0% | 0.01% | 13 | -51,241 | -12.22% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 282,310 | 14,985 | 0.01% | 0.02% | 14 | -39,617 | -12.31% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 279,377 | 14,829 | 0.02% | 0.03% | 15 | +8,264 | 3.05% | Q2 2026 | Aug 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 277,970 | 14,754 | 0.71% | 0.77% | 16 | +7,706 | 2.85% | Q2 2026 | Jul 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 272,694 | 14,690 | 0.87% | 0.87% | 17 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 250,248 | 13,283 | 0.74% | 0.82% | 18 | +1,965 | 0.79% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 227,634 | 12,082 | 2.65% | 2.99% | 19 | -178 | -0.08% | Q2 2026 | Jul 09, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 218,447 | 11,595 | 1.92% | 2.14% | 20 | +42 | 0.02% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 212,176 | 11,263 | 0.01% | 0.01% | 21 | +22,608 | 11.93% | Q2 2026 | Aug 14, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 205,167 | 10,890 | 2.28% | 2.43% | 22 | +153 | 0.07% | Q2 2026 | Jul 09, 2026 |
| Naviter Wealth, LLC | History | Added to | 201,119 | 10,675 | 0.97% | 0.89% | 23 | +68,819 | 52.02% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 192,242 | 10,204 | 0.01% | 0.01% | 24 | +8,076 | 4.39% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 191,084 | 10,142 | 0.05% | 0.07% | 25 | +13,860 | 7.82% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Added to | 175,672 | 9,324 | 0.01% | 0.01% | 26 | +20,390 | 13.13% | Q2 2026 | Aug 12, 2026 |
| Private Advisory Group LLC | History | Added to | 157,059 | 8,336 | 0.45% | 0.35% | 27 | +58,908 | 60.02% | Q2 2026 | Aug 06, 2026 |
| MBL Wealth, LLC | History | Added to | 155,692 | 8,264 | 0.56% | 0.6% | 28 | +9,433 | 6.45% | Q2 2026 | Jul 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 152,983 | 8,120 | 0.12% | 0.13% | 29 | +4,885 | 3.3% | Q2 2026 | Aug 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 149,900 | 7,956 | 3.46% | 3.68% | 30 | +8,059 | 5.68% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | Reduced | 138,095 | 7,330 | 0.09% | 0.12% | 31 | -48,000 | -25.79% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 129,984 | 6,899 | 0.0% | 0.0% | 32 | +35,997 | 38.3% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 124,690 | 6,618 | 0.07% | 0.08% | 33 | +255 | 0.2% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 121,318 | 6,439 | 0.02% | 0.02% | 34 | +2,298 | 1.93% | Q2 2026 | Aug 12, 2026 |
| Columbus Macro, LLC | History | Reduced | 117,458 | 6,234 | 0.61% | 0.99% | 35 | -55,109 | -31.93% | Q2 2026 | Jul 22, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 108,309 | 5,749 | 0.73% | 0.99% | 36 | -321 | -0.3% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 108,246 | 5,745 | 0.01% | 0.01% | 37 | -1,019 | -0.93% | Q2 2026 | Aug 05, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 106,513 | 5,653 | 0.86% | 0.83% | 38 | +14,140 | 15.31% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 104,618 | 5,553 | 0.0% | 0.01% | 39 | +3,622 | 3.59% | Q2 2026 | Aug 12, 2026 |
| Point Nemo Capital, LLC | History | Added to | 98,478 | 5,227 | 2.65% | 2.48% | 40 | +28,685 | 41.1% | Q2 2026 | Aug 07, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 91,846 | 4,875 | 0.42% | 0.53% | 41 | -3,074 | -3.24% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 89,755 | 4,764 | 0.05% | 0.06% | 42 | +2,379 | 2.72% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 80,236 | 4,258 | 0.05% | 0.05% | 43 | +1,250 | 1.58% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 78,469 | 4,165 | 0.06% | — | 44 | +78,469 | New | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 76,439 | 4,135 | 0.01% | 0.01% | 45 | +13,325 | 21.11% | Q2 2026 | Jul 15, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 76,775 | 4,075 | 0.36% | 0.41% | 46 | +4,115 | 5.66% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 74,845 | 3,972 | 0.08% | 0.09% | 47 | +1,731 | 2.37% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 73,929 | 3,924 | 0.02% | 0.02% | 48 | +6,127 | 9.04% | Q2 2026 | Aug 18, 2026 |
| Strong Tower Advisory Services | History | Added to | 70,782 | 3,757 | 0.67% | 0.71% | 49 | +1,213 | 1.74% | Q2 2026 | Jul 13, 2026 |
| Trivium Point Advisory, LLC | History | New | 69,436 | 3,685 | 0.33% | — | 50 | +69,436 | New | Q2 2026 | Aug 06, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 65,919 | 3,498 | 0.4% | 0.38% | 51 | +3,383 | 5.41% | Q2 2026 | Jul 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 64,160 | 3,405 | 0.4% | 0.41% | 52 | +7,115 | 12.47% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 63,634 | 3,377 | 0.0% | 0.0% | 53 | +4,013 | 6.73% | Q2 2026 | Aug 05, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 63,228 | 3,356 | 1.85% | 1.45% | 54 | +12,945 | 25.74% | Q2 2026 | Aug 03, 2026 |
| Anfield Capital Management, LLC | History | No change | 54,758 | 2,949 | 0.81% | 0.81% | 55 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 54,751 | 2,906 | 0.04% | 0.04% | 56 | +1,126 | 2.1% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 51,306 | 2,723 | 0.0% | 0.0% | 57 | +11,849 | 30.03% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 48,900 | 2,595 | 0.05% | 0.06% | 58 | -840 | -1.69% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | Added to | 48,573 | 2,578 | 0.0% | 0.0% | 59 | +1,417 | 3.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 48,086 | 2,552 | 0.04% | 0.05% | 60 | -541 | -1.11% | Q2 2026 | Jul 15, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 47,911 | 2,543 | 0.36% | 0.41% | 61 | -660 | -1.36% | Q2 2026 | Jul 29, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 45,166 | 2,523 | 0.17% | 0.19% | 62 | -3,398 | -7.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 45,850 | 2,433 | 0.01% | 0.01% | 63 | +9,484 | 26.08% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 44,450 | 2,359 | 0.01% | 0.01% | 64 | -6,981 | -13.57% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 42,304 | 2,245 | 0.02% | 0.02% | 65 | +164 | 0.39% | Q2 2026 | Jul 17, 2026 |
| Guild Investment Management, Inc. | History | Added to | 41,120 | 2,182 | 1.49% | 1.58% | 66 | +150 | 0.37% | Q2 2026 | Jul 28, 2026 |
| Krilogy Financial LLC | History | Added to | 40,637 | 2,157 | 0.06% | 0.06% | 67 | +5,502 | 15.66% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 40,019 | 2,124 | 0.05% | 0.05% | 68 | -901 | -2.2% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 39,725 | 2,108 | 0.05% | 0.06% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 38,422 | 2,039 | 0.31% | 0.32% | 70 | +4,481 | 13.2% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 37,898 | 2,011 | 0.01% | 0.02% | 71 | -28,375 | -42.82% | Q2 2026 | Jul 27, 2026 |
| Wiser Advisor Group LLC | History | Added to | 36,302 | 1,926 | 2.11% | 2.34% | 72 | +293 | 0.81% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 34,960 | 1,855 | 0.0% | 0.01% | 73 | +53 | 0.15% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 33,213 | 1,762 | 0.02% | 0.03% | 74 | +816 | 2.52% | Q2 2026 | Aug 12, 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | History | Added to | 32,839 | 1,743 | 0.99% | 0.93% | 75 | +284 | 0.87% | Q2 2026 | Jul 22, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 32,763 | 1,739 | 0.0% | 0.0% | 76 | -1,808 | -5.23% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,669 | 1,681 | 0.0% | 0.0% | 77 | +772 | 2.5% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | New | 30,592 | 1,624 | 0.0% | — | 78 | +30,592 | New | Q2 2026 | Aug 05, 2026 |
| Demars Financial Group, LLC | History | Added to | 29,292 | 1,554 | 0.43% | 0.39% | 79 | +7,181 | 32.48% | Q2 2026 | Jul 21, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 27,856 | 1,478 | 0.09% | 0.12% | 80 | +11 | 0.04% | Q2 2026 | Aug 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 27,653 | 1,467 | 0.07% | 0.08% | 81 | -557 | -1.97% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 27,428 | 1,455 | 0.0% | 0.0% | 82 | +397 | 1.47% | Q2 2026 | Aug 19, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 26,477 | 1,405 | 0.66% | 0.74% | 83 | +3,804 | 16.78% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 26,348 | 1,398 | 0.02% | 0.05% | 84 | +234 | 0.9% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 26,276 | 1,389 | 0.0% | 0.0% | 85 | +1,642 | 6.67% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | No change | 26,021 | 1,381 | 0.08% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 25,914 | 1,375 | 0.01% | 0.01% | 87 | +4,595 | 21.55% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | New | 25,587 | 1,358 | 0.02% | — | 88 | +25,587 | New | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 24,679 | 1,310 | 0.01% | 0.02% | 89 | -477 | -1.9% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Reduced | 24,357 | 1,292 | 0.01% | 0.01% | 90 | -4,945 | -16.88% | Q2 2026 | Aug 14, 2026 |
| Centurion Wealth Management LLC | History | Added to | 24,348 | 1,292 | 0.31% | 0.29% | 91 | +288 | 1.2% | Q2 2026 | Jul 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,208 | 1,284 | 0.24% | 0.29% | 92 | -166 | -0.68% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 23,844 | 1,265 | 0.0% | 0.0% | 93 | -2,348 | -8.96% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,134 | 1,227 | 0.02% | 0.03% | 94 | +1,043 | 4.72% | Q2 2026 | Jul 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 21,164 | 1,123 | 0.0% | 0.0% | 95 | -422 | -1.95% | Q2 2026 | Aug 07, 2026 |
| Alpine Bank Wealth Management | History | Added to | 20,220 | 1,073 | 0.14% | 0.13% | 96 | +4,249 | 26.6% | Q2 2026 | Aug 07, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | Added to | 19,840 | 1,053 | 0.43% | 0.49% | 97 | +331 | 1.7% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Added to | 19,687 | 1,045 | 0.03% | 0.03% | 98 | +130 | 0.66% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 19,515 | 1,031 | 0.06% | 0.06% | 99 | +3,265 | 20.09% | Q2 2026 | Jul 22, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 19,330 | 1,026 | 0.04% | 0.04% | 100 | -1,516 | -7.27% | Q2 2026 | Jul 08, 2026 |
| APS Management Group, Inc. | History | Reduced | 19,203 | 1,019 | 0.78% | 0.9% | 101 | -377 | -1.93% | Q2 2026 | Jul 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 18,776 | 996 | 0.01% | 0.01% | 102 | -146 | -0.77% | Q2 2026 | Aug 17, 2026 |
| LGL PARTNERS, LLC | History | Added to | 18,215 | 966 | 0.35% | 0.4% | 103 | +336 | 1.88% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,387 | 922 | 0.0% | 0.0% | 104 | +2,065 | 13.48% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | New | 17,277 | 917 | 0.01% | — | 105 | +17,277 | New | Q2 2026 | Aug 10, 2026 |
| TT Capital Management LLC | History | Reduced | 16,200 | 859 | 0.67% | 0.73% | 106 | -200 | -1.22% | Q2 2026 | Aug 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 16,036 | 851 | 0.09% | 0.11% | 107 | -138 | -0.85% | Q2 2026 | Jul 29, 2026 |
| NWAM LLC | History | Added to | 15,796 | 838 | 0.04% | 0.02% | 108 | +8,479 | 115.88% | Q2 2026 | Jul 23, 2026 |
| Leisure Capital Management | History | New | 14,271 | 757 | 0.24% | — | 109 | +14,271 | New | Q2 2026 | Jul 24, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 14,238 | 755 | 0.14% | 0.23% | 110 | -3,221 | -18.45% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,959 | 740 | 0.01% | 0.01% | 111 | +1,085 | 8.43% | Q2 2026 | Aug 04, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 13,767 | 730 | 0.28% | 0.37% | 112 | -1,742 | -11.23% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 13,455 | 714 | 0.0% | 0.0% | 113 | -110 | -0.81% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 13,409 | 711 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 13,301 | 706 | 0.0% | 0.0% | 115 | +1,811 | 15.76% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 13,177 | 699 | 0.14% | 0.16% | 116 | +114 | 0.87% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,871 | 683 | 0.0% | 0.0% | 117 | +3,333 | 34.94% | Q2 2026 | Aug 14, 2026 |
| Morton Capital Management LLC/CA | History | No change | 12,626 | 670 | 0.09% | 0.1% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 11,704 | 660 | 0.41% | 0.4% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,384 | 657 | 0.07% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 12,371 | 656 | 0.01% | 0.01% | 121 | +2,874 | 30.26% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | Reduced | 12,264 | 650 | 0.0% | 0.0% | 122 | -5,270 | -30.06% | Q2 2026 | Aug 27, 2026 |
| Canal Capital Management, LLC | History | Added to | 12,107 | 642 | 0.08% | 0.09% | 123 | +1 | 0.01% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | Added to | 11,561 | 613 | 0.0% | 0.0% | 124 | +5,933 | 105.42% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,498 | 610 | 0.0% | 0.0% | 125 | -7,127 | -38.27% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 11,323 | 601 | 0.04% | 0.04% | 126 | +1,660 | 17.18% | Q2 2026 | Jul 23, 2026 |
| Alteri Wealth LLC | History | Added to | 11,082 | 588 | 0.16% | 0.15% | 127 | +2,693 | 32.1% | Q2 2026 | Jul 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 10,777 | 580 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Friedenthal Financial | History | Reduced | 10,490 | 556 | 0.26% | 0.29% | 129 | -214 | -2.0% | Q2 2026 | Jul 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,300 | 546 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,920 | 526 | 0.02% | 0.02% | 131 | -200 | -1.98% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,832 | 521 | 0.0% | 0.0% | 132 | +2,520 | 34.46% | Q2 2026 | Jul 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,137 | 515 | 0.01% | 0.01% | 133 | +166 | 1.85% | Q2 2026 | Jul 29, 2026 |
| Inscription Capital, LLC | History | No change | 9,438 | 500 | 0.04% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 9,300 | 493 | 0.02% | 0.02% | 135 | -79 | -0.84% | Q2 2026 | Aug 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 9,151 | 485 | 0.02% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 9,000 | 477 | 0.0% | — | 137 | +9,000 | New | Q2 2026 | Jul 30, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 8,903 | 472 | 0.11% | 0.13% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 46,628 | 442 | 0.31% | 0.29% | 140 | +39,884 | 591.4% | Q2 2026 | Jul 07, 2026 |
| SYKON CAPITAL LLC | History | Added to | 8,331 | 442 | 0.14% | 0.15% | 139 | +120 | 1.46% | Q2 2026 | Aug 12, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 8,110 | 430 | 0.12% | 0.14% | 141 | +148 | 1.86% | Q2 2026 | Jul 31, 2026 |
| EQUITABLE TRUST CO | History | New | 7,808 | 414 | 0.02% | — | 142 | +7,808 | New | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7,581 | 408 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 7,637 | 405 | 0.01% | 0.01% | 144 | -215 | -2.74% | Q2 2026 | Jul 20, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Reduced | 7,579 | 402 | 0.11% | 0.2% | 145 | -4,931 | -39.42% | Q2 2026 | Aug 07, 2026 |
| M3 Advisory Group, LLC | History | No change | 7,327 | 388 | 0.2% | 0.24% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 6,967 | 369 | 0.01% | 0.01% | 147 | -470 | -6.32% | Q2 2026 | Jul 31, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 6,867 | 364 | 0.07% | 0.09% | 148 | -218 | -3.08% | Q2 2026 | Jul 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 6,787 | 360 | 0.03% | 0.04% | 149 | +1 | 0.01% | Q2 2026 | Jul 28, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 6,627 | 351 | 0.04% | 0.04% | 150 | +97 | 1.49% | Q2 2026 | Aug 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 6,452 | 342 | 0.32% | 0.58% | 151 | -3,893 | -37.63% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | New | 6,429 | 341 | 0.01% | — | 152 | +6,429 | New | Q2 2026 | Jul 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 6,416 | 340 | 0.0% | 0.18% | 153 | -261,913 | -97.61% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 6,382 | 338 | 0.21% | 0.22% | 154 | +152 | 2.44% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 6,300 | 334 | 0.0% | 0.0% | 155 | -6,700 | -51.54% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,292 | 333 | 0.0% | 0.0% | 156 | +1,172 | 22.89% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 6,236 | 331 | 0.02% | 0.02% | 157 | +1,000 | 19.1% | Q2 2026 | Aug 05, 2026 |
| Eagle Strategies LLC | History | Added to | 6,184 | 328 | 0.03% | 0.04% | 158 | +434 | 7.55% | Q2 2026 | Jul 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,114 | 324 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,039 | 320 | 0.0% | 0.0% | 160 | +68 | 1.14% | Q2 2026 | Jul 28, 2026 |
| Meredith Wealth Planning | History | No change | 5,961 | 316 | 0.07% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Reduced | 5,911 | 313 | 0.01% | 0.01% | 163 | -12,928 | -68.62% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,910 | 313 | 0.0% | 0.0% | 162 | -5,184 | -46.73% | Q2 2026 | Aug 12, 2026 |
| FF Advisors,LLC | History | No change | 5,883 | 312 | 0.12% | 0.13% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hudock, Inc. | History | New | 5,842 | 310 | 0.04% | — | 165 | +5,842 | New | Q2 2026 | Jul 31, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 5,668 | 307 | 0.06% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 5,668 | 300 | 0.02% | 0.02% | 167 | -373 | -6.17% | Q2 2026 | Aug 07, 2026 |
| Value Investment Professionals, LLC | History | New | 5,532 | 293 | 0.25% | — | 169 | +5,532 | New | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,521 | 293 | 0.0% | 0.0% | 168 | -287 | -4.94% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 5,483 | 291 | 0.0% | 0.0% | 170 | +2,192 | 66.61% | Q2 2026 | Aug 13, 2026 |
| Redwood Family Wealth LLC | History | No change | 5,500 | 291 | 0.26% | 0.29% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keystone Financial Group | History | Added to | 5,456 | 289 | 0.02% | 0.02% | 172 | +38 | 0.7% | Q2 2026 | Jul 29, 2026 |
| ProVise Management Group, LLC | History | No change | 5,420 | 287 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | New | 5,395 | 286 | 0.05% | — | 174 | +5,395 | New | Q2 2026 | Aug 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5,294 | 281 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 5,221 | 277 | 0.02% | 0.02% | 176 | -65 | -1.23% | Q2 2026 | Aug 05, 2026 |
| Ryan Investment Management, Inc. | History | New | 5,171 | 274 | 0.12% | — | 177 | +5,171 | New | Q2 2026 | Jul 07, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 5,000 | 265 | 0.02% | 0.02% | 178 | -167 | -3.23% | Q2 2026 | Jul 17, 2026 |
| CHOREO, LLC | History | Reduced | 4,757 | 252 | 0.0% | 0.0% | 180 | -2,678 | -36.02% | Q2 2026 | Aug 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,734 | 252 | 0.01% | 0.01% | 179 | -638 | -11.88% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 4,709 | 250 | 0.0% | — | 181 | +4,709 | New | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 4,706 | 249 | 0.06% | 0.07% | 182 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 4,600 | 244 | 0.15% | 0.2% | 183 | -250 | -5.15% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisors, LLC | History | New | 4,589 | 243 | 0.0% | — | 184 | +4,589 | New | Q2 2026 | Aug 06, 2026 |
| Everstar Asset Management, LLC | History | No change | 4,555 | 241 | 0.12% | 0.13% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,502 | 238 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 4,406 | 233 | 0.01% | 0.02% | 187 | -4,239 | -49.03% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,363 | 231 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,200 | 222 | 0.0% | — | 189 | +4,200 | New | Q2 2026 | Sep 02, 2026 |
| SWS Partners | History | No change | 4,112 | 218 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,072 | 216 | 0.0% | 0.0% | 191 | +9 | 0.22% | Q2 2026 | Aug 10, 2026 |
| LifeGoal Investments, LLC | History | New | 4,039 | 214 | 0.1% | — | 192 | +4,039 | New | Q2 2026 | Jul 08, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 3,950 | 209 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pasadena Private Wealth, LLC | History | New | 3,926 | 208 | 0.03% | — | 194 | +3,926 | New | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,850 | 204 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,250 | 172 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 3,170 | 170 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 3,199 | 169 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CITIGROUP INC | History | Added to | 3,103 | 164 | 0.0% | — | 199 | +3,100 | 103333.33% | Q2 2026 | Aug 03, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 2,840 | 150 | 0.01% | 0.01% | 200 | +146 | 5.42% | Q2 2026 | Jul 21, 2026 |
| NFSG Corp | History | No change | 2,784 | 147 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 2,365 | 125 | 0.01% | 0.01% | 202 | +44 | 1.9% | Q2 2026 | Jul 29, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,355 | 125 | 0.0% | 0.0% | 203 | +43 | 1.86% | Q2 2026 | Jul 24, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,250 | 121 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NBH Bank | History | New | 2,250 | 119 | 0.05% | — | 205 | +2,250 | New | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 2,123 | 112 | 0.06% | 0.12% | 206 | -1,798 | -45.86% | Q2 2026 | Aug 26, 2026 |
| Luminist Capital LLC | History | New | 1,903 | 101 | 0.11% | — | 207 | +1,903 | New | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,809 | 96 | 0.0% | 0.05% | 208 | -15,700 | -89.67% | Q2 2026 | Jul 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,666 | 88 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,666 | 88 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,236 | 65 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 923 | 48 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 878 | 46 | 0.0% | 0.0% | 213 | -50 | -5.39% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 821 | 43 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Continuum Advisory, LLC | History | New | 755 | 40 | 0.0% | — | 215 | +755 | New | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 741 | 39 | 0.01% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 708 | 37 | 0.0% | — | 217 | +708 | New | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Added to | 625 | 33 | 0.0% | 0.0% | 218 | +116 | 22.79% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 610 | 32 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 557 | 29 | 0.0% | 0.0% | 220 | -200 | -26.42% | Q2 2026 | Jul 28, 2026 |
| Colonial Trust Co / SC | History | New | 500 | 26 | 0.0% | — | 222 | +500 | New | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | No change | 492 | 26 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Bank, N.A. | History | Reduced | 480 | 25 | 0.0% | 0.0% | 223 | -70 | -12.73% | Q2 2026 | Aug 13, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 434 | 23 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 400 | 21 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | Added to | 391 | 20 | 0.0% | 0.0% | 226 | +59 | 17.77% | Q2 2026 | Aug 03, 2026 |
| Register Financial Advisors LLC | History | No change | 385 | 20 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Triumph Capital Management | History | Added to | 370 | 19 | 0.0% | 0.0% | 228 | +195 | 111.43% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 273 | 14 | 0.0% | — | 230 | +273 | New | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 250 | 13 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 218 | 11 | 0.0% | 0.0% | 232 | +2 | 0.93% | Q2 2026 | Aug 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 153 | 8 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOKF, NA | History | New | 138 | 7 | 0.0% | — | 237 | +138 | New | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 136 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Avion Wealth | History | No change | 141 | 7 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 115 | 6 | 0.0% | — | 239 | +115 | New | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 129 | 6 | 0.0% | 0.0% | 238 | +3 | 2.38% | Q2 2026 | Jul 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 75 | 3 | 0.0% | 0.0% | 242 | -6 | -7.41% | Q2 2026 | Jul 28, 2026 |
| UMB Bank, n.a. | History | No change | 65 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeSteps Financial, Inc. | History | New | 50 | 2 | 0.0% | — | 247 | +50 | New | Q2 2026 | Jul 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 43 | 2 | 0.0% | 0.0% | 244 | +1 | 2.38% | Q2 2026 | Sep 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | Added to | 24 | 1 | 0.0% | 0.0% | 250 | +1 | 4.35% | Q2 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 25 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.4% | — | -153,980 | -100.0% | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,653 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -26,706 | -100.0% | Q2 2026 | Jul 08, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,006 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Owen LaRue, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -11,007 | -100.0% | Q2 2026 | Jul 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,823 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,946 | -100.0% | Q2 2026 | Jul 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,855 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Stillwater Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,731 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,900 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,712 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 22, 2026 |
| HOWE & RUSLING INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Burk Holdings LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |