Global X Funds - MLPA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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 4,814,047 259,332 0.02% 0.01% 1 +432,003 9.86% Q1 2026 May 15, 2026
UBS Group AG History Added to 3,305,227 178,052 0.03% 0.01% 2 +2,257,571 215.49% Q1 2026 May 05, 2026
Creative Planning History Reduced 1,835,496 98,878 0.07% 0.06% 3 -31,423 -1.68% Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Added to 1,153,055 62,115 0.01% 0.01% 4 +133,932 13.14% Q1 2026 May 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 983,367 52,973 0.0% 0.0% 5 -86,763 -8.11% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 961,495 51,795 0.01% 0.01% 6 +152,028 18.78% Q1 2026 May 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 697,228 37,559 0.01% 0.01% 7 +36,503 5.52% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 546,689 29,450 0.01% 0.0% 8 +449,799 464.24% Q1 2026 May 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 475,437 25,611 0.55% 0.53% 9 -14,188 -2.9% Q1 2026 May 14, 2026
Madrid Financial Services History New 470,703 25,356 14.97% 10 +470,703 New Q1 2026 May 15, 2026
Gradient Investments LLC History Reduced 421,801 22,722 0.35% 0.35% 11 -36,326 -7.93% Q1 2026 Apr 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 419,368 22,591 0.01% 0.01% 12 +20,251 5.07% Q1 2026 May 04, 2026
ROYAL BANK OF CANADA History Added to 403,392 21,733 0.0% 0.0% 13 +26,983 7.17% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 321,927 17,342 0.02% 0.02% 14 +7,370 2.34% Q1 2026 May 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 272,694 14,690 0.87% 0.65% 15 +42,629 18.53% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Reduced 271,113 14,604 0.03% 0.03% 16 -128,110 -32.09% Q1 2026 May 14, 2026
TECTONIC ADVISORS LLC History Added to 270,264 14,559 0.77% 0.65% 17 +14,100 5.5% Q1 2026 Apr 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 268,329 14,454 0.18% 0.16% 18 +13,824 5.43% Q1 2026 May 11, 2026
Greenspring Advisors, LLC History Added to 248,283 13,375 0.82% 0.7% 19 +11,424 4.82% Q1 2026 May 04, 2026
Legacy Wealth Asset Management, LLC History Added to 227,812 12,272 2.99% 2.56% 20 +12,373 5.74% Q1 2026 Apr 08, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 218,405 11,765 2.14% 2.08% 21 -17,891 -7.57% Q1 2026 May 01, 2026
Barry Investment Advisors, LLC History Added to 205,014 11,044 2.43% 2.2% 22 +590 0.29% Q1 2026 Apr 23, 2026
OSAIC HOLDINGS, INC. History Added to 189,568 10,213 0.01% 0.0% 23 +146,848 343.75% Q1 2026 May 15, 2026
Madison Asset Management, LLC History Reduced 186,095 10,024 0.12% 0.11% 24 -10,115 -5.16% Q1 2026 May 07, 2026
SEI INVESTMENTS CO History Added to 184,166 9,921 0.01% 0.01% 25 +11,612 6.73% Q1 2026 May 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 177,224 9,547 0.07% 0.07% 26 -8,996 -4.83% Q1 2026 Apr 14, 2026
Columbus Macro, LLC History Added to 172,567 9,296 0.99% 0.88% 27 +6,961 4.2% Q1 2026 Apr 21, 2026
Focus Partners Wealth History Added to 155,282 8,365 0.01% 0.01% 28 +6,432 4.32% Q1 2026 May 14, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History New 153,980 8,294 1.4% 29 +153,980 New Q1 2026 Apr 30, 2026
Advisors Asset Management, Inc. History Added to 148,098 7,978 0.13% 0.11% 30 +13,747 10.23% Q1 2026 May 15, 2026
MBL Wealth, LLC History Added to 146,259 7,878 0.6% 0.53% 31 +8,442 6.13% Q1 2026 Apr 28, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 141,841 7,640 3.68% 3.1% 32 +15,424 12.2% Q1 2026 May 15, 2026
Naviter Wealth, LLC History Reduced 132,300 7,127 0.89% 0.85% 33 -1,987 -1.48% Q1 2026 Apr 10, 2026
STEPHENS INC /AR/ History Added to 124,435 6,703 0.08% 0.07% 34 +669 0.54% Q1 2026 Apr 28, 2026
NewEdge Advisors, LLC History Added to 119,020 6,411 0.02% 0.02% 35 +9,010 8.19% Q1 2026 Jun 02, 2026
FIFTH THIRD BANCORP History New 109,265 5,886 0.01% 36 +109,265 New Q1 2026 May 01, 2026
Almanack Investment Partners, LLC. History Reduced 108,630 5,851 0.99% 0.96% 37 -7,867 -6.75% Q1 2026 May 05, 2026
STIFEL FINANCIAL CORP History Reduced 100,996 5,440 0.01% 0.0% 38 -2,924 -2.81% Q1 2026 May 12, 2026
COMERICA BANK History No change 110,328 5,340 0.02% 0.02% 39 0 0.0% Q4 2025 Jan 29, 2026
Private Advisory Group LLC History Added to 98,151 5,287 0.35% 0.32% 40 +15,011 18.06% Q1 2026 May 08, 2026
Cascade Financial Partners, LLC History Reduced 94,920 5,113 0.53% 0.49% 41 -4,267 -4.3% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 93,987 5,063 0.0% 0.0% 42 -32,538 -25.72% Q1 2026 May 15, 2026
Clear Trail Advisors, LLC History New 92,373 4,976 0.83% 43 +92,373 New Q1 2026 Apr 17, 2026
Advisory Services Network, LLC History Added to 87,376 4,706 0.06% 0.06% 44 +2,827 3.34% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Added to 78,986 4,254 0.05% 0.05% 45 +4,227 5.65% Q1 2026 Apr 21, 2026
Ashton Thomas Private Wealth, LLC History Reduced 73,114 3,938 0.09% 0.09% 46 -2,845 -3.75% Q1 2026 May 11, 2026
Pekin Hardy Strauss, Inc. History Added to 72,660 3,914 0.41% 0.3% 47 +4,510 6.62% Q1 2026 May 06, 2026
Point Nemo Capital, LLC History Added to 69,793 3,759 2.48% 1.33% 48 +42,007 151.18% Q1 2026 May 15, 2026
Strong Tower Advisory Services History Added to 69,569 3,747 0.71% 0.6% 49 +692 1.0% Q1 2026 Apr 16, 2026
Beacon Pointe Advisors, LLC History Added to 67,802 3,652 0.02% 0.02% 50 +14,476 27.15% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Added to 66,273 3,570 0.02% 0.02% 51 +66 0.1% Q1 2026 Apr 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 63,114 3,396 0.01% 0.02% 52 -178,264 -73.85% Q1 2026 Apr 08, 2026
Global Retirement Partners, LLC History No change 70,165 3,396 0.06% 0.06% 53 0 0.0% Q4 2025 Feb 06, 2026
Adams Asset Advisors, LLC History Added to 62,536 3,368 0.38% 0.31% 54 +13,648 27.92% Q1 2026 Apr 27, 2026
HighTower Advisors, LLC History Added to 59,621 3,211 0.0% 0.0% 55 +5,570 10.31% Q1 2026 May 05, 2026
Capital Advisors Wealth Management, LLC History Added to 57,045 3,073 0.41% 0.37% 56 +396 0.7% Q1 2026 Apr 08, 2026
Anfield Capital Management, LLC History Added to 54,758 2,949 0.81% 0.76% 57 +4,700 9.39% Q1 2026 May 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 53,625 2,888 0.04% 0.03% 58 +7,277 15.7% Q1 2026 May 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 51,431 2,771 0.01% 0.01% 59 -3,477 -6.33% Q1 2026 Apr 30, 2026
Meixler Investment Management, Ltd. History New 50,283 2,706 1.45% 60 +50,283 New Q1 2026 May 06, 2026
AlphaCore Capital LLC History Added to 49,740 2,679 0.06% 0.05% 61 +2,000 4.19% Q1 2026 May 15, 2026
RFG Advisory, LLC History Reduced 48,627 2,619 0.05% 0.05% 62 -2,282 -4.48% Q1 2026 Apr 17, 2026
Ethos Financial Group, LLC History Reduced 48,564 2,616 0.19% 0.18% 64 -2,474 -4.85% Q1 2026 May 05, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 48,571 2,616 0.41% 0.37% 63 +445 0.92% Q1 2026 May 01, 2026
Cerity Partners LLC History Added to 47,156 2,540 0.0% 0.0% 65 +12,880 37.58% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Reduced 42,140 2,254 0.02% 0.02% 66 -5,783 -12.07% Q1 2026 Apr 07, 2026
Guild Investment Management, Inc. History Reduced 40,970 2,207 1.58% 1.8% 67 -9,190 -18.32% Q1 2026 Apr 20, 2026
IHT Wealth Management, LLC History Added to 40,920 2,204 0.05% 0.05% 68 +346 0.85% Q1 2026 May 15, 2026
Americana Partners, LLC History Reduced 39,725 2,140 0.06% 0.06% 69 -2,220 -5.29% Q1 2026 May 12, 2026
Qube Research & Technologies Ltd History Reduced 39,457 2,125 0.0% 0.0% 70 -148 -0.37% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Added to 36,366 1,959 0.01% 0.01% 71 +637 1.78% Q1 2026 May 05, 2026
Wiser Advisor Group LLC History Added to 36,009 1,939 2.34% 1.44% 72 +9,973 38.3% Q1 2026 Apr 22, 2026
BLAIR WILLIAM & CO/IL History Added to 34,907 1,880 0.01% 0.0% 73 +5,220 17.58% Q1 2026 May 08, 2026
Wealthfront Advisers LLC History Added to 34,571 1,862 0.0% 0.0% 75 +3,040 9.64% Q1 2026 May 05, 2026
Krilogy Financial LLC History Reduced 35,135 1,862 0.06% 0.06% 74 -675 -1.88% Q1 2026 Apr 17, 2026
Asset Allocation Strategies LLC History Added to 33,941 1,828 0.32% 0.25% 76 +6,494 23.66% Q1 2026 Apr 22, 2026
HARBOUR INVESTMENTS, INC. History Added to 32,397 1,745 0.03% 0.02% 77 +10,658 49.03% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 30,897 1,664 0.0% 0.0% 78 +1,139 3.83% Q1 2026 Apr 27, 2026
&PARTNERS History Reduced 29,302 1,578 0.01% 0.01% 79 -179 -0.61% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 28,653 1,543 0.0% 0.0% 80 +20,000 231.13% Q1 2026 May 15, 2026
Checchi Capital Advisers, LLC History Reduced 28,210 1,519 0.08% 0.08% 81 -3,358 -10.64% Q1 2026 May 04, 2026
MONECO ADVISORS, LLC History Added to 27,845 1,500 0.12% 0.11% 82 +412 1.5% Q1 2026 May 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 27,031 1,456 0.0% 0.0% 83 +20,915 341.97% Q1 2026 May 15, 2026
Flaharty Asset Management, LLC History Added to 26,706 1,438 0.18% 0.15% 84 +1,405 5.55% Q1 2026 May 04, 2026
Mariner, LLC History Reduced 26,192 1,410 0.0% 0.0% 85 -1,753 -6.27% Q1 2026 May 13, 2026
J.W. COLE ADVISORS, INC. History Added to 26,114 1,406 0.05% 0.02% 86 +903 3.58% Q1 2026 Apr 23, 2026
Charles Schwab Trust Co History Reduced 26,021 1,401 0.09% 0.09% 87 -3,600 -12.15% Q1 2026 Apr 10, 2026
Stratos Wealth Partners, LTD. History Added to 25,156 1,355 0.02% 0.01% 88 +1,355 5.69% Q1 2026 Apr 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 24,634 1,353 0.0% 0.0% 89 +805 3.38% Q1 2026 May 15, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 24,374 1,313 0.29% 0.25% 90 +3,021 14.15% Q1 2026 May 15, 2026
Centurion Wealth Management LLC History Reduced 24,060 1,296 0.29% 0.26% 91 -432 -1.76% Q1 2026 Apr 10, 2026
Demars Financial Group, LLC History Added to 22,111 1,191 0.39% 0.29% 92 +4,137 23.02% Q1 2026 Apr 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 22,091 1,190 0.03% 0.02% 93 0 0.0% Q1 2026 May 15, 2026
Lido Advisors, LLC History Reduced 21,586 1,162 0.0% 0.0% 94 -1,749 -7.5% Q1 2026 May 13, 2026
EP Wealth Advisors, LLC History No change 21,319 1,148 0.01% 0.01% 95 0 0.0% Q1 2026 May 14, 2026
ROCKLAND TRUST CO History Added to 20,846 1,122 0.04% 0.03% 96 +5,107 32.45% Q1 2026 Apr 16, 2026
LFG Wealth Partners, LLC History No change 22,065 1,068 0.68% 0.68% 97 0 0.0% Q4 2025 Feb 17, 2026
APS Management Group, Inc. History Added to 19,580 1,054 0.9% 0.79% 98 +583 3.07% Q1 2026 Apr 15, 2026
Sigma Planning Corp History Added to 19,557 1,053 0.03% 0.03% 99 +167 0.86% Q1 2026 May 04, 2026
Independent Advisor Alliance History New 18,839 1,014 0.01% 100 +18,839 New Q1 2026 May 12, 2026
JANE STREET GROUP, LLC History Added to 18,625 1,003 0.0% 0.0% 101 +7,127 61.98% Q1 2026 May 12, 2026
LGL PARTNERS, LLC History Added to 17,879 963 0.4% 0.36% 102 +337 1.92% Q1 2026 May 14, 2026
AdvisorNet Financial, Inc History Added to 17,509 943 0.05% 0.04% 103 +395 2.31% Q1 2026 Apr 17, 2026
STEVENS CAPITAL PARTNERS History New 17,459 940 0.23% 104 +17,459 New Q1 2026 Apr 24, 2026
Corient Private Wealth LLC History Added to 17,534 927 0.0% 0.0% 105 +7,074 67.63% Q1 2026 May 15, 2026
Equitable Holdings, Inc. History Reduced 18,922 916 0.01% 0.01% 106 -1,529 -7.48% Q1 2026 May 15, 2026
TT Capital Management LLC History Reduced 16,400 883 0.73% 0.65% 107 -400 -2.38% Q1 2026 May 12, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 16,174 871 0.11% 0.11% 108 -576 -3.44% Q1 2026 Apr 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 16,250 869 0.06% 0.05% 109 +2,097 14.82% Q1 2026 May 01, 2026
Alpine Bank Wealth Management History Added to 15,971 860 0.13% 0.11% 110 +399 2.56% Q1 2026 Apr 21, 2026
Endowment Wealth Management, Inc. History Added to 15,509 835 0.37% 0.34% 111 +212 1.39% Q1 2026 May 08, 2026
Kestra Advisory Services, LLC History Added to 15,322 825 0.0% 0.0% 112 +9,532 164.63% Q1 2026 Apr 30, 2026
CreativeOne Wealth, LLC History New 15,006 808 0.02% 113 +15,006 New Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 13,565 730 0.0% 0.0% 114 +110 0.82% Q1 2026 May 13, 2026
HB Wealth Management, LLC History No change 13,409 722 0.0% 0.0% 115 0 0.0% Q1 2026 Apr 27, 2026
Fermata Advisors, LLC History Reduced 13,063 703 0.16% 0.17% 116 -1,163 -8.18% Q1 2026 Apr 08, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 13,000 700 0.0% 0.0% 117 -1,400 -9.72% Q1 2026 May 04, 2026
PRINCIPAL SECURITIES, INC. History Reduced 12,874 693 0.01% 0.01% 118 -145 -1.11% Q1 2026 May 13, 2026
Morton Capital Management LLC/CA History No change 12,626 680 0.1% 0.09% 119 0 0.0% Q1 2026 Apr 21, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 12,384 667 0.08% 0.07% 120 0 0.0% Q1 2026 May 14, 2026
Canal Capital Management, LLC History New 12,106 652 0.09% 121 +12,106 New Q1 2026 Apr 27, 2026
Principia Wealth Advisory, LLC History No change 12,897 624 0.39% 0.39% 122 0 0.0% Q4 2025 Feb 10, 2026
Gotham Asset Management, LLC History No change 11,490 618 0.0% 0.0% 123 0 0.0% Q1 2026 May 15, 2026
Future Financial Wealth Managment LLC History Reduced 11,704 616 0.4% 0.41% 124 -331 -2.75% Q1 2026 Apr 16, 2026
PUFF WEALTH MANAGEMENT, LLC History No change 12,464 607 0.78% 0.78% 125 0 0.0% Q4 2025 Jan 07, 2026
JPMORGAN CHASE & CO History Reduced 11,094 605 0.0% 0.0% 126 -5,221 -32.0% Q1 2026 May 13, 2026
Owen LaRue, LLC History New 11,007 592 0.23% 127 +11,007 New Q1 2026 Apr 30, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 10,777 580 0.01% 0.01% 128 -234 -2.13% Q1 2026 Apr 07, 2026
Friedenthal Financial History Reduced 10,704 576 0.29% 0.28% 129 -568 -5.04% Q1 2026 Apr 20, 2026
Oregon Pacific Wealth Management, LLC History New 10,345 557 0.58% 130 +10,345 New Q1 2026 Apr 23, 2026
Belpointe Asset Management LLC History No change 10,300 554 0.02% 0.02% 131 0 0.0% Q1 2026 Apr 28, 2026
Sowell Financial Services LLC History New 10,120 545 0.02% 132 +10,120 New Q1 2026 Apr 20, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 9,663 520 0.04% 0.03% 133 +35 0.36% Q1 2026 Apr 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 9,538 513 0.0% 134 +9,538 New Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Added to 9,497 511 0.01% 0.01% 135 +173 1.86% Q1 2026 Apr 22, 2026
Inscription Capital, LLC History No change 9,438 508 0.05% 0.05% 136 0 0.0% Q1 2026 Apr 20, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 9,379 505 0.02% 0.02% 137 -709 -7.03% Q1 2026 May 11, 2026
Dorsey & Whitney Trust CO LLC History Reduced 9,151 492 0.03% 0.02% 138 -19 -0.21% Q1 2026 May 14, 2026
CCG WEALTH MANAGEMENT, LLC History No change 8,903 479 0.13% 0.18% 139 0 0.0% Q1 2026 Apr 08, 2026
Chicago Partners Investment Group LLC History Added to 8,971 477 0.01% 0.01% 140 +1,671 22.89% Q1 2026 May 04, 2026
Venture Visionary Partners LLC History Reduced 8,645 465 0.02% 0.01% 141 -645 -6.94% Q1 2026 May 14, 2026
Alteri Wealth LLC History Added to 8,389 451 0.15% 0.12% 142 +674 8.74% Q1 2026 May 06, 2026
SYKON CAPITAL LLC History Added to 8,211 442 0.15% 0.07% 143 +3,729 83.2% Q1 2026 Apr 22, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 7,962 428 0.14% 0.13% 144 -28 -0.35% Q1 2026 Apr 21, 2026
IFP Advisors, Inc History Reduced 7,852 422 0.01% 0.01% 145 -79 -1.0% Q1 2026 Apr 13, 2026
Sunbelt Securities, Inc. History Added to 7,581 408 0.03% 0.02% 146 +2,000 35.84% Q1 2026 May 15, 2026
CHOREO, LLC History Reduced 7,435 400 0.0% 0.01% 147 -914 -10.95% Q1 2026 May 12, 2026
Badgley Phelps Wealth Managers, LLC History No change 7,437 400 0.01% 0.01% 148 0 0.0% Q1 2026 Apr 15, 2026
M3 Advisory Group, LLC History Reduced 7,327 394 0.24% 0.28% 150 -2,116 -22.41% Q1 2026 Apr 22, 2026
NWAM LLC History No change 7,317 394 0.02% 0.02% 149 0 0.0% Q1 2026 May 04, 2026
TRUIST FINANCIAL CORP History Reduced 7,312 393 0.0% 0.0% 151 -27 -0.37% Q1 2026 Apr 27, 2026
RENAISSANCE TECHNOLOGIES LLC History New 7,200 387 0.0% 152 +7,200 New Q1 2026 May 14, 2026
Total Clarity Wealth Management, Inc. History Reduced 7,085 381 0.09% 0.08% 153 -112 -1.56% Q1 2026 Apr 17, 2026
Institute for Wealth Management, LLC. History No change 6,786 365 0.04% 0.03% 154 0 0.0% Q1 2026 May 13, 2026
Madison Park Capital Advisors, LLC History Reduced 6,744 363 0.29% 0.37% 155 -2,568 -27.58% Q1 2026 Apr 22, 2026
McGowan Group Asset Management, Inc. History Added to 6,530 351 0.04% 0.04% 156 +99 1.54% Q1 2026 May 11, 2026
Comprehensive Money Management Services LLC History Added to 6,230 335 0.22% 0.18% 157 +805 14.84% Q1 2026 Apr 23, 2026
Baird Financial Group, Inc. History Reduced 6,114 329 0.0% 0.0% 158 -726 -10.61% Q1 2026 May 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 6,041 325 0.02% 0.06% 159 -13,114 -68.46% Q1 2026 Apr 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 5,971 321 0.0% 160 +5,971 New Q1 2026 Apr 20, 2026
Meredith Wealth Planning History New 5,961 321 0.09% 161 +5,961 New Q1 2026 Apr 27, 2026
FF Advisors,LLC History No change 5,883 314 0.13% 0.13% 162 0 0.0% Q1 2026 Apr 27, 2026
Concurrent Investment Advisors, LLC History New 5,823 313 0.0% 164 +5,823 New Q1 2026 Apr 20, 2026
Kraft, Davis & Associates, LLC History No change 5,668 313 0.07% 0.06% 163 0 0.0% Q1 2026 May 01, 2026
Sanctuary Advisors, LLC History Reduced 5,808 312 0.0% 0.0% 165 -96 -1.63% Q1 2026 May 05, 2026
Eagle Strategies LLC History Reduced 5,750 309 0.04% 0.04% 166 -336 -5.52% Q1 2026 Apr 20, 2026
BlackRock, Inc. History Added to 5,628 303 0.0% 0.0% 167 +473 9.18% Q1 2026 May 13, 2026
Redwood Family Wealth LLC History No change 5,500 296 0.29% 0.26% 168 0 0.0% Q1 2026 May 13, 2026
ProVise Management Group, LLC History Reduced 5,420 291 0.02% 0.02% 169 -310 -5.41% Q1 2026 May 06, 2026
Keystone Financial Group History Added to 5,418 291 0.02% 0.02% 170 +120 2.27% Q1 2026 May 13, 2026
Advisory Alpha, LLC History Reduced 5,372 290 0.01% 0.03% 171 -18,816 -77.79% Q1 2026 May 14, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 5,294 285 0.03% 0.03% 172 +50 0.95% Q1 2026 May 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History New 5,236 282 0.02% 174 +5,236 New Q1 2026 Apr 21, 2026
WBH ADVISORY INC History Reduced 5,286 282 0.02% 0.02% 173 -14 -0.26% Q1 2026 Apr 27, 2026
Heartwood Wealth Advisors LLC History No change 5,167 278 0.02% 0.02% 175 0 0.0% Q1 2026 Apr 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 5,120 275 0.0% 0.0% 176 +2,163 73.15% Q1 2026 May 07, 2026
Worth Asset Management, LLC History New 4,946 266 0.1% 177 +4,946 New Q1 2026 Apr 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History New 4,855 261 0.01% 178 +4,855 New Q1 2026 Apr 29, 2026
REICON WEALTH ADVISORS, LLC History New 4,850 261 0.2% 179 +4,850 New Q1 2026 May 08, 2026
Legacy Wealth Management, LLC / MS History No change 4,706 253 0.07% 0.06% 180 0 0.0% Q1 2026 Apr 10, 2026
Everstar Asset Management, LLC History No change 4,555 245 0.13% 0.12% 181 0 0.0% Q1 2026 Apr 16, 2026
OneDigital Investment Advisors LLC History No change 4,502 242 0.0% 0.0% 182 0 0.0% Q1 2026 May 08, 2026
Smartleaf Asset Management LLC History Reduced 4,363 238 0.01% 0.01% 183 -34 -0.77% Q1 2026 May 15, 2026
SWS Partners History New 4,112 221 0.05% 184 +4,112 New Q1 2026 Apr 21, 2026
Arkadios Wealth Advisors History New 4,063 218 0.0% 185 +4,063 New Q1 2026 May 18, 2026
Evolution Wealth Advisors, LLC History New 3,950 212 0.02% 186 +3,950 New Q1 2026 May 08, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 3,850 207 0.01% 0.01% 187 -2,450 -38.89% Q1 2026 Apr 28, 2026
Stillwater Private Wealth, LLC History New 3,731 200 0.17% 188 +3,731 New Q1 2026 Jun 03, 2026
FMR LLC History Added to 3,291 177 0.0% 0.0% 189 +59 1.83% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 3,250 175 0.0% 0.0% 190 0 0.0% Q1 2026 May 08, 2026
Blue Trust, Inc. History Reduced 3,199 172 0.0% 0.0% 191 -2,062 -39.19% Q1 2026 Apr 20, 2026
CWM, LLC History Added to 3,170 170 0.0% 0.0% 192 +3,000 1764.71% Q1 2026 May 14, 2026
NFSG Corp History Reduced 2,784 149 0.02% 0.02% 193 -276 -9.02% Q1 2026 May 05, 2026
NBC SECURITIES, INC. History Added to 2,694 145 0.01% 0.01% 194 +11 0.41% Q1 2026 Apr 14, 2026
Bogart Wealth, LLC History Added to 2,312 124 0.0% 0.0% 195 +43 1.9% Q1 2026 Apr 28, 2026
Bank of Jackson Hole Trust History No change 2,250 121 0.06% 0.05% 196 0 0.0% Q1 2026 May 12, 2026
SageView Advisory Group, LLC History No change 2,417 117 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History No change 2,277 110 0.01% 0.01% 198 0 0.0% Q4 2025 Feb 18, 2026
Turtle Creek Wealth Advisors, LLC History New 1,900 102 0.01% 199 +1,900 New Q1 2026 Apr 27, 2026
MAI Capital Management History No change 1,712 92 0.0% 0.0% 200 0 0.0% Q1 2026 May 15, 2026
Capital Advisors, Ltd. LLC History No change 1,666 90 0.01% 0.01% 201 0 0.0% Q1 2026 Apr 16, 2026
Wilmington Savings Fund Society, FSB History No change 1,666 89 0.0% 0.0% 202 0 0.0% Q1 2026 Apr 30, 2026
MGB Wealth Management, LLC History No change 1,663 80 0.02% 0.02% 203 0 0.0% Q4 2025 Feb 17, 2026
MONTAG A & ASSOCIATES INC History No change 1,236 66 0.0% 0.0% 204 0 0.0% Q1 2026 Apr 29, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 923 49 0.01% 0.01% 206 -39 -4.05% Q1 2026 Apr 08, 2026
Steward Partners Investment Advisory, LLC History Reduced 928 49 0.0% 0.0% 205 -38 -3.93% Q1 2026 May 08, 2026
Beaird Harris Wealth Management, LLC History No change 821 44 0.0% 0.0% 207 0 0.0% Q1 2026 May 14, 2026
PRIVATE TRUST CO NA History Reduced 757 40 0.0% 0.0% 208 -300 -28.38% Q1 2026 Apr 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 741 37 0.02% 0.01% 209 0 0.0% Q1 2026 Jun 01, 2026
ROTHSCHILD INVESTMENT LLC History No change 610 32 0.0% 0.0% 210 0 0.0% Q1 2026 May 07, 2026
Community Bank, N.A. History No change 550 29 0.0% 0.0% 211 0 0.0% Q1 2026 May 12, 2026
US BANCORP \DE\ History New 509 27 0.0% 212 +509 New Q1 2026 May 14, 2026
SHP Wealth Management History No change 492 26 0.0% 0.0% 213 0 0.0% Q1 2026 May 08, 2026
BLUELINE ADVISORS LLC History Added to 434 23 0.02% 0.02% 214 +13 3.09% Q1 2026 Apr 07, 2026
Parallel Advisors, LLC History No change 400 21 0.0% 0.0% 215 0 0.0% Q1 2026 Jun 02, 2026
Register Financial Advisors LLC History No change 385 20 0.01% 0.01% 216 0 0.0% Q1 2026 Apr 15, 2026
AE Wealth Management LLC History Added to 332 17 0.0% 0.0% 217 +2 0.61% Q1 2026 May 13, 2026
Ancora Advisors LLC History No change 300 16 0.0% 0.0% 218 0 0.0% Q1 2026 May 15, 2026
FINANCIAL CONSULATE, INC History No change 250 13 0.0% 0.0% 219 0 0.0% Q1 2026 Apr 21, 2026
BANK OF MONTREAL /CAN/ History Added to 216 11 0.0% 0.0% 220 +100 86.21% Q1 2026 May 13, 2026
Triumph Capital Management History Added to 175 9 0.0% 0.0% 221 +125 250.0% Q1 2026 May 13, 2026
Westside Investment Management, Inc. History No change 158 8 0.0% 0.0% 222 0 0.0% Q1 2026 May 04, 2026
Aptus Capital Advisors, LLC History No change 150 8 0.0% 0.0% 223 0 0.0% Q1 2026 May 11, 2026
Smallwood Wealth Investment Management, LLC History No change 153 8 0.0% 0.0% 224 0 0.0% Q1 2026 Apr 22, 2026
Western Wealth Management, LLC History New 135 7 0.0% 227 +135 New Q1 2026 May 19, 2026
Versant Capital Management, Inc History No change 136 7 0.0% 0.0% 225 0 0.0% Q1 2026 Apr 06, 2026
Avion Wealth History No change 141 7 0.0% 0.0% 226 0 0.0% Q1 2026 May 01, 2026
CoreCap Advisors, LLC History No change 126 6 0.0% 0.0% 228 0 0.0% Q1 2026 Apr 07, 2026
GROUP ONE TRADING LLC History New 100 5 0.0% 230 +100 New Q1 2026 May 13, 2026
Innovative Asset Advisors Group, LLC History New 100 5 0.0% 231 +100 New Q1 2026 May 12, 2026
Fortis Group Advisors, LLC History No change 93 5 0.0% 0.0% 229 0 0.0% Q1 2026 May 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 81 4 0.0% 0.0% 232 -25 -23.58% Q1 2026 Apr 13, 2026
Sound Income Strategies, LLC History No change 84 4 0.0% 0.0% 233 0 0.0% Q1 2026 Apr 27, 2026
UMB Bank, n.a. History No change 65 3 0.0% 0.0% 234 0 0.0% Q1 2026 May 11, 2026
Salomon & Ludwin, LLC History New 50 2 0.0% 237 +50 New Q1 2026 May 11, 2026
Anchor Investment Management, LLC History No change 42 2 0.0% 0.0% 235 0 0.0% Q1 2026 May 01, 2026
Quest 10 Wealth Builders, Inc. History No change 51 2 0.0% 0.0% 236 0 0.0% Q1 2026 May 06, 2026
ASSETMARK, INC History No change 25 1 0.0% 0.0% 238 0 0.0% Q1 2026 May 06, 2026
Elevated Capital Advisors, LLC History No change 27 1 0.0% 0.0% 239 0 0.0% Q1 2026 Apr 30, 2026
Spire Wealth Management History No change 23 1 0.0% 0.0% 240 0 0.0% Q1 2026 Apr 22, 2026
Quadrature Capital Ltd History Closed out 0 0 0.08% -160,544 -100.0% Q1 2026 May 15, 2026
Trivium Point Advisory, LLC History Closed out 0 0 0.32% -65,696 -100.0% Q1 2026 Apr 21, 2026
HERBST GROUP, LLC History Closed out 0 0 1.3% -45,600 -100.0% Q1 2026 Apr 09, 2026
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -28,443 -100.0% Q1 2026 Apr 22, 2026
Collaborative Wealth Managment Inc. History Closed out 0 0 0.35% -20,740 -100.0% Q1 2026 May 05, 2026
Mills Wealth Advisors LLC History Closed out 0 0 0.34% -18,055 -100.0% Q1 2026 Apr 24, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -12,647 -100.0% Q1 2026 May 15, 2026
Latitude Advisors, LLC History Closed out 0 0 0.18% -8,583 -100.0% Q1 2026 Apr 27, 2026
SFI Advisors, LLC History Closed out 0 0 0.24% -7,684 -100.0% Q1 2026 May 05, 2026
Black Diamond Financial, LLC History Closed out 0 0 0.04% -7,000 -100.0% Q1 2026 May 05, 2026
Entelevest, LLC History Closed out 0 0 0.23% -4,699 -100.0% Q1 2026 May 04, 2026
Attessa Capital LLC History Closed out 0 0 0.11% -4,212 -100.0% Q1 2026 Apr 07, 2026
FIRST COMMUNITY TRUST NA History Closed out 0 0 0.0% -132 -100.0% Q1 2026 Apr 16, 2026
CX Institutional History Closed out 0 0 0.0% -125 -100.0% Q1 2026 Apr 06, 2026
Crews Bank & Trust History Closed out 0 0 0.0% -30 -100.0% Q1 2026 May 13, 2026
CITIGROUP INC History Reduced 3 0 0.0% -29 -90.63% Q1 2026 May 11, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 0.0% -26 -100.0% Q1 2026 May 12, 2026
Burk Holdings LLC History New 3 0 +3 New Q1 2026 May 07, 2026
HOWE & RUSLING INC History No change 1 0 0 0.0% Q1 2026 Apr 28, 2026
ST GERMAIN D J CO INC History No change 1 0 0 0.0% Q1 2026 Apr 13, 2026
Golden State Wealth Management, LLC History No change 6 0 0 0.0% Q1 2026 Apr 28, 2026
SBI Securities Co., Ltd. History No change 6 0 0 0.0% Q1 2026 Apr 27, 2026
New England Capital Financial Advisors LLC History No change 7 0 0 0.0% Q1 2026 Apr 27, 2026