Global X Funds - MLPX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 10,791,235 | 797,904 | 0.05% | 0.04% | 1 | +42,110 | 0.39% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,334,358 | 172,602 | 0.01% | 0.01% | 2 | -163,058 | -6.53% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,268,748 | 93,811 | 0.02% | 0.02% | 3 | -26,267 | -2.03% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 809,687 | 59,868 | 0.01% | 0.01% | 4 | -396,889 | -32.89% | Q1 2026 | Jul 08, 2026 |
| UBS Group AG | History | Added to | 757,220 | 55,988 | 0.01% | 0.01% | 5 | +97,509 | 14.78% | Q1 2026 | May 05, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 673,199 | 49,776 | 5.08% | 4.86% | 6 | -110,299 | -14.08% | Q1 2026 | May 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 611,025 | 45,179 | 0.02% | 0.02% | 7 | -55,475 | -8.32% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 513,075 | 37,936 | 0.02% | 0.02% | 8 | +52,131 | 11.31% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 475,400 | 35,151 | 0.03% | 0.01% | 9 | +327,900 | 222.31% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 467,445 | 34,562 | 0.01% | 0.01% | 10 | +185,322 | 65.69% | Q1 2026 | May 14, 2026 |
| Payne Capital Management, LLC | History | Added to | 418,179 | 30,920 | 9.36% | 7.87% | 11 | +6,364 | 1.55% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 415,200 | 30,699 | 0.0% | 0.0% | 12 | +405,000 | 3970.59% | Q1 2026 | May 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 412,560 | 30,505 | 0.83% | 0.68% | 13 | -1,837 | -0.44% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 408,136 | 30,178 | 0.01% | 0.01% | 14 | -276,803 | -40.41% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 397,998 | 29,718 | 0.0% | 0.0% | 15 | +42,672 | 12.01% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 398,316 | 29,451 | 0.04% | 0.02% | 16 | +167,589 | 72.64% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 391,653 | 28,965 | 0.01% | 0.0% | 17 | +42,074 | 12.04% | Q1 2026 | Jul 17, 2026 |
| Decker Wealth Management LLC | History | Added to | 374,622 | 27,699 | 6.28% | 4.9% | 18 | +5,603 | 1.52% | Q1 2026 | May 06, 2026 |
| GenTrust, LLC | History | Added to | 372,616 | 27,551 | 1.18% | 0.96% | 19 | +4,185 | 1.14% | Q1 2026 | Apr 27, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | New | 330,585 | 24,443 | 9.97% | — | 20 | +330,585 | New | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 317,010 | 23,439 | 0.01% | 0.0% | 21 | +92,565 | 41.24% | Q1 2026 | May 04, 2026 |
| Curran Financial Partners, LLC | History | Added to | 309,224 | 22,864 | 4.09% | 3.41% | 22 | +12,569 | 4.24% | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 283,941 | 20,994 | 0.02% | 0.01% | 23 | +33,310 | 13.29% | Q1 2026 | May 12, 2026 |
| Presidio Capital Management, LLC | History | Added to | 224,919 | 16,630 | 4.83% | 3.87% | 24 | +12,145 | 5.71% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 196,740 | 14,547 | 0.02% | 0.01% | 25 | +44,807 | 29.49% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 191,831 | 14,183 | 0.02% | 0.01% | 26 | +6,943 | 3.76% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 191,118 | 14,131 | 0.02% | 0.02% | 27 | +19,952 | 11.66% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 189,897 | 14,041 | 0.02% | 0.01% | 28 | -3,662 | -1.89% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 189,050 | 13,978 | 0.01% | 0.01% | 29 | -15,992 | -7.8% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 183,296 | 13,552 | 0.08% | 0.06% | 30 | -3,179 | -1.7% | Q1 2026 | May 15, 2026 |
| Annandale Capital, LLC | History | Reduced | 176,033 | 13,016 | 1.84% | 2.1% | 31 | -116,254 | -39.77% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 159,884 | 11,821 | 0.02% | 0.01% | 32 | +80,562 | 101.56% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 159,113 | 11,773 | 0.02% | 0.01% | 33 | +37,556 | 30.9% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 155,878 | 11,525 | 0.25% | 0.21% | 34 | +952 | 0.61% | Q1 2026 | May 14, 2026 |
| DDFG, Inc | History | New | 136,569 | 10,097 | 2.18% | — | 35 | +136,569 | New | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 132,856 | 9,823 | 0.16% | 0.13% | 36 | +8,117 | 6.51% | Q1 2026 | Apr 22, 2026 |
| Madrid Financial Services | History | New | 129,288 | 9,559 | 5.64% | — | 37 | +129,288 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 128,010 | 9,465 | 0.04% | 0.03% | 38 | +28,484 | 28.62% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 121,771 | 9,003 | 0.15% | 0.12% | 39 | +6,964 | 6.07% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 117,483 | 8,687 | 0.02% | 0.02% | 40 | +10,176 | 9.48% | Q1 2026 | Apr 30, 2026 |
| Fiduciary Alliance LLC | History | Added to | 120,491 | 8,523 | 0.51% | 0.42% | 41 | +13,478 | 12.59% | Q1 2026 | Apr 20, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 113,589 | 8,398 | 0.19% | 0.15% | 42 | +3,747 | 3.41% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 111,246 | 8,082 | 0.08% | 0.0% | 43 | +110,505 | 14912.96% | Q1 2026 | Apr 07, 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | History | Reduced | 105,832 | 7,825 | 4.15% | 4.43% | 44 | -21,894 | -17.14% | Q1 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 124,578 | 7,541 | 0.05% | 0.04% | 45 | +27,943 | 28.92% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 93,123 | 6,885 | 0.02% | 0.02% | 46 | +15,853 | 20.52% | Q1 2026 | Jun 02, 2026 |
| Seascape Capital Management | History | Reduced | 89,921 | 6,649 | 1.91% | 1.55% | 47 | -202 | -0.22% | Q1 2026 | Apr 28, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 88,333 | 6,531 | 0.84% | 0.37% | 48 | +30,056 | 51.57% | Q1 2026 | Apr 17, 2026 |
| Sageworth Trust Co | History | No change | 85,268 | 6,304 | 0.27% | 0.22% | 49 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 84,519 | 6,249 | 0.54% | 0.55% | 50 | -5,331 | -5.93% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 82,969 | 6,134 | 0.05% | — | 51 | +82,969 | New | Q1 2026 | May 15, 2026 |
| Old Port Advisors | History | Added to | 78,793 | 5,825 | 1.34% | 1.17% | 52 | +36 | 0.05% | Q1 2026 | Apr 06, 2026 |
| CIBC Bancorp USA Inc. | History | New | 76,986 | 5,692 | 0.01% | — | 53 | +76,986 | New | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 74,997 | 5,545 | 0.0% | 0.0% | 54 | +54,662 | 268.81% | Q1 2026 | May 07, 2026 |
| Fortis Advisors, LLC | History | Reduced | 74,190 | 5,485 | 2.75% | 2.65% | 55 | -6,567 | -8.13% | Q1 2026 | May 14, 2026 |
| Warner Group LLC | History | Reduced | 73,598 | 5,441 | 3.55% | 3.04% | 56 | -7,932 | -9.73% | Q1 2026 | Apr 29, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 76,197 | 5,421 | 1.17% | 1.06% | 57 | -280 | -0.37% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 71,070 | 5,254 | 0.01% | 0.01% | 58 | -4,259 | -5.65% | Q1 2026 | May 04, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 68,328 | 5,052 | 0.37% | 0.29% | 59 | +800 | 1.18% | Q1 2026 | Apr 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 71,282 | 5,011 | 1.32% | 0.62% | 60 | +37,936 | 113.76% | Q1 2026 | Apr 21, 2026 |
| MARSHALL WACE, LLP | History | New | 66,247 | 4,898 | 0.0% | — | 61 | +66,247 | New | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 78,161 | 4,731 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 61,655 | 4,558 | 1.14% | 1.02% | 63 | -4,712 | -7.1% | Q1 2026 | May 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 59,885 | 4,427 | 0.18% | 0.16% | 64 | -3,763 | -5.91% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 57,770 | 4,271 | 0.01% | 0.01% | 65 | -2,400 | -3.99% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 57,185 | 4,228 | 0.01% | 0.0% | 66 | +56,610 | 9845.22% | Q1 2026 | May 01, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 56,686 | 4,191 | 0.22% | 0.25% | 67 | -1,395 | -2.4% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 54,316 | 4,016 | 0.43% | 0.31% | 68 | +2,584 | 4.99% | Q1 2026 | Apr 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 53,661 | 3,967 | 1.23% | 0.98% | 69 | +342 | 0.64% | Q1 2026 | May 08, 2026 |
| Essex LLC | History | Reduced | 52,725 | 3,898 | 0.69% | 0.58% | 70 | -933 | -1.74% | Q1 2026 | Apr 24, 2026 |
| Ocean Park Asset Management, LLC | History | New | 52,001 | 3,844 | 0.22% | — | 71 | +52,001 | New | Q1 2026 | Apr 16, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 51,160 | 3,782 | 0.64% | 0.73% | 72 | -15,217 | -22.93% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 59,260 | 3,623 | 0.01% | 0.0% | 73 | +6,704 | 12.76% | Q1 2026 | May 15, 2026 |
| Bollard Group LLC | History | Added to | 47,147 | 3,486 | 0.1% | 0.07% | 74 | +568 | 1.22% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 45,918 | 3,459 | 0.0% | 0.0% | 75 | +3,918 | 9.33% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 46,727 | 3,455 | 0.01% | 0.0% | 76 | +14,735 | 46.06% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 57,025 | 3,451 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 45,890 | 3,393 | 0.26% | 0.11% | 78 | +22,292 | 94.47% | Q1 2026 | May 07, 2026 |
| Vectors Research Management, LLC | History | Reduced | 45,784 | 3,385 | 0.99% | 0.88% | 79 | -1,606 | -3.39% | Q1 2026 | May 05, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 45,553 | 3,368 | 0.53% | 0.57% | 80 | -13,027 | -22.24% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 44,737 | 3,307 | 0.21% | 0.17% | 81 | -717 | -1.58% | Q1 2026 | Apr 14, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 44,464 | 3,287 | 0.91% | 0.11% | 82 | +37,016 | 496.99% | Q1 2026 | Apr 28, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 44,212 | 3,269 | 0.35% | 0.25% | 83 | +3,364 | 8.24% | Q1 2026 | Apr 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,413 | 3,172 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 41,117 | 3,040 | 0.22% | 0.18% | 85 | +2,194 | 5.64% | Q1 2026 | Apr 20, 2026 |
| Visionary Wealth Advisors | History | Reduced | 40,311 | 2,980 | 0.13% | 0.11% | 86 | -329 | -0.81% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 40,025 | 2,959 | 0.02% | 0.02% | 87 | -246 | -0.61% | Q1 2026 | Apr 07, 2026 |
| Clear Trail Advisors, LLC | History | Added to | 39,791 | 2,942 | 0.49% | 0.05% | 89 | +36,244 | 1021.82% | Q1 2026 | Apr 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 39,800 | 2,942 | 0.17% | 0.03% | 88 | +32,374 | 435.95% | Q1 2026 | Apr 09, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 39,745 | 2,938 | 1.35% | 0.71% | 90 | +6,288 | 18.79% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 39,433 | 2,915 | 0.0% | 0.0% | 91 | +21,316 | 117.66% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 38,946 | 2,879 | 0.06% | 0.04% | 92 | +1,998 | 5.41% | Q1 2026 | Apr 14, 2026 |
| Bleakley Financial Group, LLC | History | New | 38,531 | 2,848 | 0.04% | — | 93 | +38,531 | New | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,219 | 2,825 | 0.01% | 0.0% | 94 | +24,508 | 178.75% | Q1 2026 | Apr 24, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 37,314 | 2,758 | 0.34% | 0.28% | 95 | +1,103 | 3.05% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 37,032 | 2,738 | 0.29% | 0.26% | 96 | -3,254 | -8.08% | Q1 2026 | May 04, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 36,848 | 2,724 | 1.2% | 0.97% | 97 | +1,717 | 4.89% | Q1 2026 | Apr 15, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 35,732 | 2,676 | 0.74% | 0.8% | 98 | -9,168 | -20.42% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,040 | 2,664 | 0.01% | 0.01% | 99 | +9,714 | 36.9% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 35,564 | 2,629 | 0.0% | 0.0% | 100 | -303,675 | -89.52% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 35,188 | 2,576 | 0.01% | 0.0% | 101 | -4,287 | -10.86% | Q1 2026 | Apr 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 34,347 | 2,539 | 0.07% | 0.05% | 102 | +3,818 | 12.51% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 33,882 | 2,505 | 0.28% | 0.23% | 103 | -91 | -0.27% | Q1 2026 | Apr 16, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 33,863 | 2,503 | 0.32% | 0.25% | 104 | -302 | -0.88% | Q1 2026 | May 11, 2026 |
| Financial Partners Group, Inc | History | Added to | 32,666 | 2,415 | 0.29% | 0.22% | 105 | +3,573 | 12.28% | Q1 2026 | Apr 10, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 32,192 | 2,380 | 0.11% | 0.09% | 106 | -352 | -1.08% | Q1 2026 | Apr 21, 2026 |
| SHARPEPOINT LLC | History | Added to | 32,066 | 2,370 | 1.41% | 1.13% | 107 | +791 | 2.53% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,797 | 2,351 | 0.01% | 0.0% | 108 | +16,681 | 110.35% | Q1 2026 | Apr 22, 2026 |
| Journey Advisory Group, LLC | History | New | 31,400 | 2,321 | 0.2% | — | 109 | +31,400 | New | Q1 2026 | May 05, 2026 |
| Navis Wealth Advisors, LLC | History | New | 30,600 | 2,262 | 1.15% | — | 110 | +30,600 | New | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 30,150 | 2,229 | 0.03% | 0.02% | 111 | +1,557 | 5.45% | Q1 2026 | May 08, 2026 |
| Advisor Resource Council | History | Added to | 30,147 | 2,229 | 0.72% | 0.67% | 112 | +800 | 2.73% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 29,387 | 2,172 | 0.0% | — | 113 | +29,387 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 29,166 | 2,156 | 0.02% | 0.02% | 114 | +1,379 | 4.96% | Q1 2026 | Apr 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 29,030 | 2,146 | 0.44% | 0.4% | 115 | -1,688 | -5.5% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 28,964 | 2,141 | 0.5% | 0.37% | 116 | +3,179 | 12.33% | Q1 2026 | May 05, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 28,160 | 2,082 | 0.59% | 0.47% | 117 | -187 | -0.66% | Q1 2026 | Apr 20, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 27,113 | 2,004 | 0.11% | 0.1% | 118 | -1,607 | -5.6% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 25,561 | 1,890 | 0.12% | 0.11% | 119 | -1,028 | -3.87% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 25,002 | 1,848 | 0.01% | 0.01% | 120 | +9,590 | 62.22% | Q1 2026 | May 08, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 24,214 | 1,790 | 0.36% | 0.23% | 121 | +3,307 | 15.82% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,600 | 1,744 | 0.0% | 0.0% | 122 | +300 | 1.29% | Q1 2026 | May 15, 2026 |
| Verity & Verity, LLC | History | Reduced | 23,527 | 1,739 | 0.13% | 0.11% | 123 | -177 | -0.75% | Q1 2026 | Apr 15, 2026 |
| Arlington Trust Co LLC | History | Reduced | 23,368 | 1,727 | 0.15% | 0.15% | 124 | -1,000 | -4.1% | Q1 2026 | Apr 08, 2026 |
| Investors Research Corp | History | Reduced | 23,177 | 1,715 | 0.33% | 0.27% | 125 | -999 | -4.13% | Q1 2026 | Apr 03, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 22,934 | 1,695 | 0.74% | 0.98% | 126 | -13,777 | -37.53% | Q1 2026 | May 01, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 22,487 | 1,662 | 0.9% | 0.89% | 127 | -4,439 | -16.49% | Q1 2026 | May 15, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 22,027 | 1,628 | 0.59% | 0.51% | 128 | +5,108 | 30.19% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 21,120 | 1,561 | 0.13% | 0.11% | 129 | -592 | -2.73% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 20,981 | 1,551 | 0.04% | 0.03% | 130 | +2,930 | 16.23% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,308 | 1,501 | 0.0% | 0.0% | 131 | +1,507 | 8.02% | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 19,797 | 1,463 | 0.16% | 0.13% | 132 | -9 | -0.05% | Q1 2026 | Apr 28, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 19,497 | 1,441 | 0.51% | 0.41% | 133 | +964 | 5.2% | Q1 2026 | Apr 08, 2026 |
| J.Safra Asset Management Corp | History | Added to | 18,671 | 1,380 | 0.07% | 0.06% | 134 | +777 | 4.34% | Q1 2026 | May 04, 2026 |
| Fermata Advisors, LLC | History | Added to | 18,203 | 1,345 | 0.3% | 0.25% | 135 | +732 | 4.19% | Q1 2026 | Apr 08, 2026 |
| VestGen Advisors, LLC | History | No change | 17,755 | 1,316 | 0.04% | 0.05% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 17,623 | 1,303 | 0.3% | 0.19% | 137 | +6,716 | 61.58% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,439 | 1,289 | 0.06% | 0.05% | 138 | +114 | 0.66% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 17,237 | 1,274 | 0.0% | 0.0% | 139 | -796 | -4.41% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,173 | 1,269 | 0.02% | 0.04% | 140 | -30,772 | -64.18% | Q1 2026 | May 13, 2026 |
| Tandem Financial, LLC | History | New | 15,914 | 1,176 | 0.37% | — | 141 | +15,914 | New | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 15,836 | 1,170 | 0.0% | 0.0% | 142 | -1,703 | -9.71% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 15,500 | 1,140 | 0.01% | 0.0% | 143 | +769 | 5.22% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 14,179 | 1,048 | 0.01% | 0.0% | 144 | +2,738 | 23.93% | Q1 2026 | Apr 29, 2026 |
| Fielder Capital Group LLC | History | Added to | 14,066 | 1,040 | 0.23% | 0.17% | 145 | +782 | 5.89% | Q1 2026 | May 12, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 13,963 | 1,032 | 0.67% | 0.46% | 146 | +2,775 | 24.8% | Q1 2026 | Apr 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,347 | 986 | 0.02% | 0.02% | 147 | -1,097 | -7.59% | Q1 2026 | May 11, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Reduced | 13,159 | 972 | 0.49% | 0.66% | 148 | -7,117 | -35.1% | Q1 2026 | May 01, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 12,986 | 960 | 0.53% | 0.48% | 149 | -1,713 | -11.65% | Q1 2026 | Apr 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 12,763 | 943 | 0.17% | 0.13% | 150 | +1,164 | 10.04% | Q1 2026 | Apr 22, 2026 |
| Birch Capital Management, LLC | History | Reduced | 12,592 | 931 | 0.49% | 0.38% | 151 | -144 | -1.13% | Q1 2026 | Apr 15, 2026 |
| Naviter Wealth, LLC | History | Reduced | 12,602 | 931 | 0.12% | 0.1% | 152 | -80 | -0.63% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Added to | 12,398 | 916 | 0.0% | 0.0% | 153 | +1,887 | 17.95% | Q1 2026 | May 13, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | No change | 12,286 | 908 | 0.05% | 0.04% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Added to | 12,888 | 905 | 0.1% | 0.11% | 155 | +230 | 1.82% | Q1 2026 | May 12, 2026 |
| LVZ, Inc. | History | Added to | 11,775 | 870 | 0.1% | 0.08% | 156 | +410 | 3.61% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,603 | 857 | 0.01% | 0.0% | 157 | +8,297 | 250.97% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 11,200 | 828 | 0.0% | 0.0% | 158 | -1,140 | -9.24% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | New | 11,116 | 821 | 0.0% | — | 159 | +11,116 | New | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 11,033 | 815 | 0.01% | — | 160 | +11,033 | New | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 10,816 | 799 | 0.02% | 0.01% | 161 | +5,653 | 109.49% | Q1 2026 | Apr 07, 2026 |
| Ignite Planners, LLC | History | Added to | 10,683 | 788 | 0.12% | 0.11% | 162 | +49 | 0.46% | Q1 2026 | Apr 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 10,632 | 786 | 0.01% | 0.01% | 163 | +487 | 4.8% | Q1 2026 | Apr 28, 2026 |
| Orgel Wealth Management, LLC | History | New | 10,495 | 776 | 0.02% | — | 164 | +10,495 | New | Q1 2026 | Apr 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 10,318 | 762 | 0.06% | 0.04% | 165 | +1,111 | 12.07% | Q1 2026 | Apr 20, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 10,066 | 744 | 0.05% | 0.05% | 166 | -228 | -2.21% | Q1 2026 | Apr 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 9,914 | 740 | 0.01% | 0.01% | 167 | -2,231 | -18.37% | Q1 2026 | Apr 30, 2026 |
| Anson Capital, Inc. | History | No change | 10,012 | 740 | 0.51% | 0.44% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,002 | 739 | 0.0% | 0.0% | 169 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 9,980 | 737 | 0.01% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 9,946 | 735 | 0.1% | 0.07% | 171 | +1,797 | 22.05% | Q1 2026 | Apr 22, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 9,711 | 718 | 0.04% | 0.03% | 172 | -309 | -3.08% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 9,605 | 710 | 0.0% | 0.0% | 173 | +1,580 | 19.69% | Q1 2026 | May 15, 2026 |
| Altiora Financial Group, LLC | History | Added to | 9,600 | 709 | 0.12% | 0.08% | 174 | +1,550 | 19.25% | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,538 | 705 | 0.01% | 0.01% | 175 | -3,555 | -27.15% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 9,507 | 702 | 0.01% | 0.0% | 176 | +6,036 | 173.9% | Q1 2026 | May 14, 2026 |
| Argent Advisors, Inc. | History | No change | 9,441 | 698 | 0.19% | 0.16% | 177 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 11,312 | 685 | 0.49% | 0.71% | 178 | -6,275 | -35.68% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,119 | 674 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Palumbo Wealth Management LLC | History | No change | 9,082 | 671 | 0.16% | 0.14% | 180 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 8,898 | 657 | 0.07% | 0.05% | 181 | +296 | 3.44% | Q1 2026 | May 07, 2026 |
| Index Technologies Group LLC | History | Reduced | 8,800 | 650 | 0.71% | 0.88% | 182 | -5,169 | -37.0% | Q1 2026 | Apr 29, 2026 |
| Cynosure Group, LLC | History | No change | 8,635 | 638 | 0.08% | 0.05% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Capital Advisors, Inc. | History | No change | 8,500 | 628 | 0.07% | 0.05% | 184 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,486 | 627 | 0.01% | 0.01% | 185 | +1,071 | 14.44% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 8,370 | 618 | 0.21% | 0.21% | 186 | -1,743 | -17.24% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 8,315 | 614 | 0.01% | 0.01% | 187 | -225 | -2.63% | Q1 2026 | May 15, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 8,297 | 613 | 0.49% | 0.41% | 188 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 8,219 | 607 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Summit Financial, LLC | History | Added to | 7,849 | 580 | 0.01% | 0.0% | 190 | +2,559 | 48.37% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,602 | 562 | 0.06% | 0.05% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Firestone Capital Management | History | Reduced | 7,578 | 560 | 0.12% | 0.1% | 192 | -62 | -0.81% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,540 | 557 | 0.01% | 0.01% | 193 | +70 | 0.94% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | New | 7,292 | 539 | 0.01% | — | 194 | +7,292 | New | Q1 2026 | May 11, 2026 |
| Plan Group Financial, LLC | History | No change | 7,000 | 517 | 0.12% | 0.11% | 195 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 6,631 | 490 | 0.29% | 0.26% | 196 | +31 | 0.47% | Q1 2026 | May 12, 2026 |
| Quartz Partners, LLC | History | No change | 6,469 | 478 | 0.18% | 0.15% | 197 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MBL Wealth, LLC | History | Added to | 6,430 | 475 | 0.04% | 0.03% | 198 | +325 | 5.32% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,320 | 467 | 0.01% | 0.01% | 199 | +231 | 3.79% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,260 | 462 | 0.0% | 0.01% | 200 | -26,838 | -81.09% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 6,550 | 453 | 0.02% | 0.02% | 201 | -840 | -11.37% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 5,994 | 443 | 0.0% | 0.0% | 202 | -251 | -4.02% | Q1 2026 | May 15, 2026 |
| Meredith Wealth Planning | History | New | 5,985 | 442 | 0.12% | — | 203 | +5,985 | New | Q1 2026 | Apr 27, 2026 |
| Legacy PCG, LLC | History | Reduced | 5,968 | 441 | 2.37% | 0.79% | 204 | -15,060 | -71.62% | Q1 2026 | May 15, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 5,830 | 431 | 0.22% | 0.17% | 205 | +400 | 7.37% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | New | 5,741 | 424 | 0.0% | — | 206 | +5,741 | New | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 5,656 | 418 | 0.02% | 0.02% | 207 | -55 | -0.96% | Q1 2026 | May 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 5,600 | 414 | 0.04% | 0.03% | 208 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 5,606 | 414 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 5,385 | 398 | 0.0% | — | 210 | +5,385 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,368 | 396 | 0.0% | 0.0% | 211 | -558 | -9.42% | Q1 2026 | May 14, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 5,285 | 390 | 0.26% | 0.21% | 212 | +190 | 3.73% | Q1 2026 | Apr 23, 2026 |
| CHOREO, LLC | History | Added to | 5,200 | 384 | 0.0% | 0.0% | 214 | +1,000 | 23.81% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 5,206 | 384 | 0.01% | 0.01% | 213 | +8 | 0.15% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 5,100 | 377 | 0.0% | 0.0% | 215 | +1,700 | 50.0% | Q1 2026 | May 14, 2026 |
| Grandview Asset Management LLC | History | Reduced | 5,008 | 370 | 0.11% | 0.09% | 216 | -438 | -8.04% | Q1 2026 | May 07, 2026 |
| Embree Financial Group | History | Reduced | 5,003 | 369 | 0.04% | 0.05% | 217 | -1,329 | -20.99% | Q1 2026 | Apr 23, 2026 |
| NWF Advisory Services Inc. | History | New | 4,950 | 366 | 0.04% | — | 219 | +4,950 | New | Q1 2026 | May 04, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 4,961 | 366 | 0.37% | 0.3% | 218 | +79 | 1.62% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4,768 | 352 | 0.06% | 0.05% | 220 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,728 | 349 | 0.12% | 0.04% | 221 | +2,969 | 168.79% | Q1 2026 | Apr 23, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 4,705 | 347 | 0.12% | 0.89% | 222 | -38,632 | -89.14% | Q1 2026 | Apr 09, 2026 |
| Somerset Trust Co | History | Added to | 4,680 | 346 | 0.11% | 0.09% | 223 | +18 | 0.39% | Q1 2026 | Apr 02, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,569 | 337 | 0.0% | 0.0% | 224 | -2,563 | -35.94% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 5,514 | 333 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,490 | 332 | 0.01% | 0.0% | 226 | +1,016 | 29.25% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | No change | 4,300 | 317 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Entelevest, LLC | History | Reduced | 4,245 | 313 | 0.31% | 0.34% | 228 | -1,356 | -24.21% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,977 | 301 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 4,025 | 297 | 0.06% | 0.06% | 230 | -1,275 | -24.06% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 3,989 | 294 | 0.0% | 0.0% | 231 | -76 | -1.87% | Q1 2026 | May 18, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 3,938 | 291 | 0.13% | 0.1% | 232 | +167 | 4.43% | Q1 2026 | May 08, 2026 |
| Pacific Park Financial, Inc. | History | Reduced | 3,942 | 291 | 0.19% | 0.15% | 233 | -120 | -2.95% | Q1 2026 | Apr 21, 2026 |
| Sandbox Financial Partners, LLC | History | New | 3,833 | 283 | 0.08% | — | 234 | +3,833 | New | Q1 2026 | Apr 08, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 3,666 | 270 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,651 | 269 | 0.01% | — | 236 | +3,651 | New | Q1 2026 | May 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,626 | 268 | 0.02% | 0.02% | 237 | +187 | 5.44% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,565 | 266 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 3,585 | 265 | 0.01% | — | 240 | +3,585 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,591 | 265 | 0.0% | 0.0% | 239 | -165 | -4.39% | Q1 2026 | May 13, 2026 |
| Carr Financial Group Corp | History | New | 3,550 | 262 | 0.07% | — | 242 | +3,550 | New | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,548 | 262 | 0.01% | 0.01% | 241 | -2,491 | -41.25% | Q1 2026 | May 11, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,540 | 261 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 3,534 | 261 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 3,540 | 261 | 0.31% | 0.19% | 245 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,493 | 258 | 0.0% | 0.01% | 246 | -2,065 | -37.15% | Q1 2026 | Jun 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,488 | 257 | 0.01% | 0.01% | 247 | +43 | 1.25% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 3,488 | 257 | 0.03% | 0.03% | 248 | +43 | 1.25% | Q1 2026 | Apr 28, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 3,467 | 256 | 0.16% | 0.14% | 250 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,469 | 256 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 3,400 | 251 | 0.0% | — | 251 | +3,400 | New | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 3,342 | 247 | 0.07% | 0.06% | 252 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fort Sheridan Advisors LLC | History | New | 3,323 | 245 | 0.03% | — | 253 | +3,323 | New | Q1 2026 | May 06, 2026 |
| ExodusPoint Capital Management, LP | History | New | 3,300 | 244 | 0.0% | — | 254 | +3,300 | New | Q1 2026 | May 14, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 3,415 | 240 | 0.1% | 0.11% | 255 | -618 | -15.32% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,178 | 234 | 0.01% | — | 256 | +3,178 | New | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | New | 3,143 | 232 | 0.0% | — | 257 | +3,143 | New | Q1 2026 | May 14, 2026 |
| Triton Financial Group Inc | History | New | 3,442 | 231 | 0.4% | — | 259 | +3,442 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,134 | 231 | 0.02% | 0.02% | 258 | -895 | -22.21% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,119 | 230 | 0.0% | — | 260 | +3,119 | New | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | New | 2,965 | 219 | 0.0% | — | 261 | +2,965 | New | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,944 | 217 | 0.01% | — | 262 | +2,944 | New | Q1 2026 | Apr 30, 2026 |
| Klingman & Associates, LLC | History | New | 2,904 | 214 | 0.01% | — | 263 | +2,904 | New | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,880 | 212 | 0.0% | 0.0% | 264 | -1,585 | -35.5% | Q1 2026 | May 08, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,833 | 209 | 0.01% | 0.01% | 266 | -609 | -17.69% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 2,834 | 209 | 0.0% | 0.0% | 265 | -606 | -17.62% | Q1 2026 | Apr 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 2,800 | 207 | 0.0% | — | 267 | +2,800 | New | Q1 2026 | May 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,798 | 206 | 0.0% | 0.0% | 268 | -2,495 | -47.14% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 2,777 | 205 | 0.0% | — | 270 | +2,777 | New | Q1 2026 | May 15, 2026 |
| WestEnd Advisors, LLC | History | Added to | 2,777 | 205 | 0.0% | 0.0% | 269 | +1,421 | 104.79% | Q1 2026 | Apr 22, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 2,750 | 203 | 0.05% | — | 271 | +2,750 | New | Q1 2026 | May 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 2,715 | 200 | 0.04% | 0.04% | 272 | +250 | 10.14% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 2,625 | 194 | 0.02% | 0.02% | 273 | -277 | -9.55% | Q1 2026 | Apr 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,605 | 192 | 0.02% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 2,236 | 165 | 0.0% | 0.0% | 275 | +2,188 | 4558.33% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Added to | 1,945 | 143 | 0.02% | 0.01% | 276 | +47 | 2.48% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,883 | 139 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,509 | 111 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Copia Wealth Management | History | New | 1,430 | 105 | 0.07% | — | 280 | +1,430 | New | Q1 2026 | May 04, 2026 |
| Field & Main Bank | History | Reduced | 1,425 | 105 | 0.03% | 0.03% | 279 | -50 | -3.39% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,380 | 102 | 0.0% | 0.0% | 281 | +297 | 27.42% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,197 | 88 | 0.0% | 0.0% | 282 | +478 | 66.48% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,168 | 86 | 0.0% | 0.0% | 283 | +361 | 44.73% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,100 | 81 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,090 | 80 | 0.0% | 0.0% | 285 | +990 | 990.0% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,070 | 79 | 0.02% | — | 286 | +1,070 | New | Q1 2026 | Apr 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,015 | 75 | 0.03% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Piscataqua Savings Bank | History | New | 976 | 72 | 0.05% | — | 288 | +976 | New | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Added to | 973 | 71 | 0.0% | 0.0% | 289 | +35 | 3.73% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 800 | 59 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 773 | 57 | 0.0% | 0.0% | 291 | +448 | 137.85% | Q1 2026 | May 05, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 782 | 57 | 0.06% | 0.05% | 292 | 0 | 0.0% | Q1 2026 | Jun 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 721 | 53 | 0.01% | — | 293 | +721 | New | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 711 | 52 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 618 | 45 | 0.0% | 0.0% | 295 | +105 | 20.47% | Q1 2026 | Apr 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 500 | 36 | 0.02% | — | 298 | +500 | New | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 500 | 36 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 497 | 36 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 465 | 34 | 0.01% | 0.01% | 299 | -15 | -3.13% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Added to | 447 | 33 | 0.0% | 0.0% | 300 | +42 | 10.37% | Q1 2026 | Apr 06, 2026 |
| Purpose Unlimited Inc. | History | No change | 450 | 33 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 394 | 29 | 0.0% | — | 303 | +394 | New | Q1 2026 | Apr 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 405 | 29 | 0.0% | 0.0% | 302 | +2 | 0.5% | Q1 2026 | May 01, 2026 |
| WealthShield Partners, LLC | History | No change | 349 | 25 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | No change | 335 | 24 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 333 | 24 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 313 | 23 | 0.0% | 0.01% | 307 | -3,050 | -90.69% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 302 | 22 | 0.0% | 0.0% | 308 | +124 | 69.66% | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 310 | 22 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | No change | 250 | 18 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | New | 201 | 14 | 0.0% | — | 314 | +201 | New | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO | History | No change | 199 | 14 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 192 | 14 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 180 | 13 | 0.01% | 0.01% | 316 | +2 | 1.12% | Q1 2026 | Apr 22, 2026 |
| BFSG, LLC | History | No change | 176 | 13 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 180 | 13 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 174 | 12 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 167 | 12 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 150 | 11 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sound Income Strategies, LLC | History | No change | 155 | 11 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 145 | 10 | 0.0% | 0.0% | 322 | -363 | -71.46% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 141 | 10 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 131 | 9 | 0.0% | 0.0% | 324 | -2,657 | -95.3% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 135 | 9 | 0.0% | — | 326 | +135 | New | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | No change | 125 | 9 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 119 | 8 | 0.0% | — | 329 | +119 | New | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | New | 114 | 8 | 0.0% | — | 328 | +114 | New | Q1 2026 | May 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 109 | 8 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 96 | 7 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 119 | 7 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 100 | 7 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 91 | 6 | 0.0% | — | 337 | +91 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 82 | 6 | 0.0% | — | 336 | +82 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 90 | 6 | 0.0% | 0.0% | 334 | +66 | 275.0% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 107 | 6 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ascentis Wealth Management, LLC | History | New | 77 | 5 | 0.0% | — | 338 | +77 | New | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Reduced | 57 | 4 | 0.0% | 0.0% | 340 | -772 | -93.12% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 65 | 4 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 47 | 3 | 0.0% | 0.0% | 341 | +17 | 56.67% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | Reduced | 39 | 2 | 0.0% | 0.0% | 344 | -13 | -25.0% | Q1 2026 | Apr 22, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 35 | 2 | 0.0% | 0.0% | 343 | +1 | 2.94% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 37 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wall Street Financial Group, Inc. | History | New | 26 | 1 | 0.0% | — | 346 | +26 | New | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 17 | 1 | 0.0% | — | 345 | +17 | New | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -144,733 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.43% | — | -79,722 | -100.0% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -68,599 | -100.0% | Q1 2026 | May 01, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -15,820 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,519 | -100.0% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.18% | — | -10,845 | -100.0% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,914 | -100.0% | Q1 2026 | May 15, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,729 | -100.0% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,726 | -100.0% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,124 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,404 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 02, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 14, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | May 01, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 12 | 0 | — | — | — | +11 | 1100.0% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Nemes Rush Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 21, 2026 |
| Grey Ledge Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 20, 2026 |
| POM Investment Strategies, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |