Simplify Exchange Traded Funds - MTBA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,474,122 | 122,370 | 0.03% | 0.03% | 1 | +202,692 | 8.92% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,673,183 | 82,755 | 0.02% | 0.02% | 2 | -41,198 | -2.4% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,631,854 | 80,711 | 0.22% | 0.22% | 3 | -123,802 | -7.05% | Q1 2026 | May 04, 2026 |
| Edge Wealth Management LLC | History | Added to | 1,071,359 | 52,989 | 9.06% | 8.9% | 4 | +71,321 | 7.13% | Q1 2026 | Apr 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,061,848 | 52,519 | 1.14% | 1.2% | 5 | -6,451 | -0.6% | Q1 2026 | May 14, 2026 |
| Watchman Group, Inc. | History | Added to | 877,875 | 43,419 | 10.51% | 10.0% | 6 | +46,655 | 5.61% | Q1 2026 | Apr 20, 2026 |
| Hilton Capital Management, LLC | History | Added to | 855,402 | 42,308 | 3.2% | 3.19% | 7 | +14,052 | 1.67% | Q1 2026 | May 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 819,151 | 40,515 | 5.45% | 5.55% | 8 | +135,950 | 19.9% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 649,295 | 32,114 | 0.75% | 0.74% | 9 | +40,237 | 6.61% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 582,643 | 28,817 | 0.01% | 0.01% | 10 | +21,099 | 3.76% | Q1 2026 | May 06, 2026 |
| L2 Asset Management, LLC | History | Added to | 559,008 | 27,648 | 2.63% | 1.84% | 11 | +286,454 | 105.1% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 515,238 | 25,483 | 2.1% | 2.08% | 12 | +44,543 | 9.46% | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 463,325 | 22,916 | 1.25% | 1.29% | 13 | +15,954 | 3.57% | Q1 2026 | May 11, 2026 |
| Convergence Financial, LLC | History | Added to | 462,501 | 22,875 | 2.43% | 2.89% | 14 | +69,645 | 17.73% | Q1 2026 | May 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 410,028 | 20,279 | 2.12% | 1.67% | 15 | +51,388 | 14.33% | Q1 2026 | May 06, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 383,745 | 18,980 | 1.01% | 1.95% | 16 | -167,510 | -30.39% | Q1 2026 | May 14, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 379,512 | 18,770 | 3.45% | 2.9% | 17 | +43,646 | 13.0% | Q1 2026 | May 12, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 343,050 | 16,967 | 7.51% | 8.48% | 18 | -31,526 | -8.42% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 301,338 | 14,831 | 0.17% | 0.18% | 19 | +18,466 | 6.53% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 291,789 | 14,432 | 0.0% | 0.0% | 20 | +39,859 | 15.82% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 286,783 | 14,184 | 0.79% | 0.37% | 21 | +170,364 | 146.34% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 261,015 | 12,909 | 0.0% | 0.0% | 22 | +2,027 | 0.78% | Q1 2026 | May 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 245,329 | 12,133 | 0.71% | 0.8% | 23 | -27,841 | -10.19% | Q1 2026 | Apr 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 229,914 | 11,371 | 3.15% | 3.7% | 24 | -20,551 | -8.21% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 227,652 | 11,259 | 0.02% | 0.01% | 25 | +9,623 | 4.41% | Q1 2026 | Apr 27, 2026 |
| Ethos Financial Group, LLC | History | Added to | 211,889 | 10,450 | 0.76% | 0.71% | 26 | +21,596 | 11.35% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 195,398 | 9,664 | 1.63% | 0.66% | 27 | +122,867 | 169.4% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 187,889 | 9,293 | 0.02% | 0.02% | 28 | -996 | -0.53% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 175,942 | 8,719 | 0.02% | 0.02% | 29 | -175,416 | -49.93% | Q1 2026 | Apr 08, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 168,906 | 8,345 | 2.99% | 3.22% | 30 | +3,316 | 2.0% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 159,902 | 7,908 | 0.04% | 0.04% | 31 | +6,424 | 4.19% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 155,241 | 7,678 | 0.0% | 0.0% | 32 | +26,094 | 20.2% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 145,765 | 7,189 | 0.0% | 0.0% | 33 | +5,920 | 4.23% | Q1 2026 | May 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 141,679 | 7,007 | 0.47% | 0.5% | 34 | -3,666 | -2.52% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Reduced | 135,658 | 6,709 | 0.39% | 0.4% | 35 | -6,414 | -4.51% | Q1 2026 | May 04, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 130,490 | 6,454 | 3.75% | 4.39% | 36 | +3,109 | 2.44% | Q1 2026 | Apr 21, 2026 |
| Professional Financial Management, Inc. | History | Added to | 129,045 | 6,382 | 6.64% | 6.93% | 37 | +7,795 | 6.43% | Q1 2026 | May 12, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 119,661 | 5,918 | 0.72% | 0.1% | 38 | +104,504 | 689.48% | Q1 2026 | May 06, 2026 |
| Calamos Advisors LLC | History | Reduced | 119,060 | 5,888 | 0.02% | 0.03% | 39 | -37,205 | -23.81% | Q1 2026 | May 04, 2026 |
| Seneca House Advisors | History | Added to | 118,837 | 5,877 | 2.33% | 1.91% | 40 | +17,525 | 17.3% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Reduced | 112,748 | 5,576 | 0.01% | 0.03% | 41 | -178,893 | -61.34% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 112,595 | 5,568 | 0.75% | 0.6% | 42 | +26,676 | 31.05% | Q1 2026 | Apr 20, 2026 |
| Independent Advisor Alliance | History | Added to | 107,350 | 5,309 | 0.06% | 0.01% | 43 | +103,010 | 2373.5% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 106,068 | 5,246 | 0.02% | 0.02% | 44 | +1,894 | 1.82% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 86,005 | 4,253 | 0.01% | 0.01% | 45 | +3,457 | 4.19% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 83,593 | 4,134 | 0.0% | 0.0% | 46 | +39,933 | 91.46% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 72,113 | 3,567 | 0.1% | 0.1% | 47 | +6,930 | 10.63% | Q1 2026 | Apr 21, 2026 |
| Beckerman Institutional, LLC | History | Added to | 64,870 | 3,208 | 1.7% | 1.23% | 48 | +21,241 | 48.69% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 62,764 | 3,104 | 0.1% | 0.0% | 49 | +3,854 | 6.54% | Q1 2026 | Apr 23, 2026 |
| Narwhal Capital Management | History | Reduced | 62,064 | 3,069 | 0.23% | 0.26% | 50 | -10,004 | -13.88% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 61,389 | 3,036 | 0.23% | 0.56% | 51 | -87,307 | -58.72% | Q1 2026 | Apr 16, 2026 |
| Park Edge Advisors, LLC | History | Added to | 61,371 | 3,035 | 0.7% | 0.59% | 52 | +9,508 | 18.33% | Q1 2026 | Apr 20, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 60,229 | 2,978 | 1.69% | 1.7% | 53 | +6,527 | 12.15% | Q1 2026 | May 15, 2026 |
| Crumly & Associates Inc. | History | Added to | 60,108 | 2,972 | 0.62% | 0.23% | 54 | +38,558 | 178.92% | Q1 2026 | Apr 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 59,170 | 2,926 | 0.03% | 0.03% | 55 | +3,289 | 5.89% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 58,572 | 2,896 | 0.02% | 0.02% | 56 | +2,922 | 5.25% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 52,518 | 2,617 | 0.72% | 0.75% | 57 | +2,544 | 5.09% | Q1 2026 | Apr 17, 2026 |
| Anchor Investment Management, LLC | History | Added to | 52,716 | 2,607 | 0.22% | 0.21% | 58 | +554 | 1.06% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 51,964 | 2,570 | 0.09% | — | 59 | +51,964 | New | Q1 2026 | May 19, 2026 |
| Triad Investment Management | History | Added to | 51,829 | 2,563 | 3.03% | 2.64% | 60 | +20 | 0.04% | Q1 2026 | May 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 50,856 | 2,515 | 0.75% | 0.77% | 61 | +1,781 | 3.63% | Q1 2026 | Apr 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 50,000 | 2,473 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 48,949 | 2,421 | 0.03% | 0.02% | 63 | +12,911 | 35.83% | Q1 2026 | Apr 20, 2026 |
| Encompass More Asset Management | History | New | 46,489 | 2,299 | 0.39% | — | 64 | +46,489 | New | Q1 2026 | Apr 28, 2026 |
| Andina Capital Management, LLC | History | Reduced | 45,725 | 2,261 | 2.0% | 2.09% | 65 | -22,861 | -33.33% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 40,393 | 1,997 | 0.03% | 0.03% | 66 | -5,710 | -12.39% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 40,153 | 1,985 | 0.01% | 0.02% | 67 | -49,349 | -55.14% | Q1 2026 | Apr 29, 2026 |
| Patten Group, Inc. | History | Reduced | 39,077 | 1,932 | 0.34% | 0.37% | 68 | -459 | -1.16% | Q1 2026 | Apr 24, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 31,197 | 1,543 | 0.26% | 0.28% | 69 | -552 | -1.74% | Q1 2026 | May 04, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 28,600 | 1,414 | 0.43% | 0.47% | 70 | +800 | 2.88% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 28,095 | 1,389 | 0.0% | 0.0% | 71 | +24,345 | 649.2% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 27,659 | 1,368 | 0.0% | 0.0% | 72 | +1,900 | 7.38% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 26,598 | 1,315 | 0.13% | 0.22% | 73 | -17,912 | -40.24% | Q1 2026 | Apr 22, 2026 |
| SMITH, MOORE & CO. | History | Added to | 25,872 | 1,279 | 0.09% | 0.09% | 74 | +3,317 | 14.71% | Q1 2026 | May 05, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 24,323 | 1,203 | 0.74% | 0.82% | 75 | +260 | 1.08% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 23,631 | 1,168 | 0.0% | 0.0% | 76 | +4,885 | 26.06% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 23,466 | 1,160 | 0.01% | 0.01% | 77 | -683 | -2.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 22,772 | 1,126 | 0.0% | 0.0% | 78 | -8,590 | -27.39% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | New | 22,100 | 1,093 | 0.04% | — | 79 | +22,100 | New | Q1 2026 | Apr 22, 2026 |
| Hegarty Advisors, LLC | History | Added to | 22,007 | 1,088 | 0.86% | 0.3% | 81 | +15,135 | 220.24% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | Added to | 22,000 | 1,088 | 0.02% | 0.02% | 80 | +5,000 | 29.41% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 20,274 | 1,002 | 0.0% | 0.0% | 82 | +9,873 | 94.92% | Q1 2026 | May 14, 2026 |
| BOS Asset Management, LLC | History | Added to | 19,788 | 978 | 0.25% | 0.2% | 83 | +5,058 | 34.34% | Q1 2026 | Apr 08, 2026 |
| Cambridge Advisors Inc. | History | Added to | 19,506 | 964 | 0.19% | 0.18% | 84 | +363 | 1.9% | Q1 2026 | Apr 16, 2026 |
| Maridea Wealth Management LLC | History | Added to | 19,470 | 962 | 0.14% | 0.1% | 85 | +6,097 | 45.59% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 19,164 | 947 | 0.48% | 0.64% | 86 | +6 | 0.03% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 16,444 | 813 | 0.03% | 0.03% | 87 | -1,498 | -8.35% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,195 | 801 | 0.01% | 0.01% | 88 | +1,710 | 11.81% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | Added to | 13,900 | 789 | 0.1% | 0.06% | 89 | +4,440 | 46.93% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | New | 14,461 | 715 | 0.0% | — | 90 | +14,461 | New | Q1 2026 | May 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 13,478 | 666 | 0.39% | 0.4% | 91 | -158 | -1.16% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | New | 13,446 | 665 | 0.0% | — | 92 | +13,446 | New | Q1 2026 | May 15, 2026 |
| Nautilus Advisors LLC | History | Reduced | 12,846 | 635 | 0.44% | 0.76% | 93 | -10,341 | -44.6% | Q1 2026 | Apr 17, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 12,659 | 626 | 0.3% | 0.3% | 94 | +58 | 0.46% | Q1 2026 | Apr 15, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 11,789 | 583 | 0.11% | 0.07% | 95 | +2,010 | 20.55% | Q1 2026 | Apr 29, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 10,668 | 527 | 0.02% | 0.03% | 96 | -4,680 | -30.49% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 10,644 | 526 | 0.02% | 0.02% | 97 | +123 | 1.17% | Q1 2026 | Apr 27, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 10,172 | 503 | 0.08% | 0.09% | 98 | -205 | -1.98% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 9,840 | 486 | 0.0% | 0.0% | 99 | -147 | -1.47% | Q1 2026 | May 14, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 8,990 | 444 | 0.22% | 0.13% | 100 | +3,790 | 72.88% | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | New | 8,848 | 437 | 0.0% | — | 101 | +8,848 | New | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 8,603 | 425 | 0.01% | 0.01% | 102 | -1,235 | -12.55% | Q1 2026 | May 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 8,553 | 423 | 0.02% | 0.06% | 103 | -10,910 | -56.06% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 8,491 | 419 | 0.0% | — | 104 | +8,491 | New | Q1 2026 | Apr 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 8,203 | 406 | 0.01% | 0.01% | 105 | +119 | 1.47% | Q1 2026 | May 11, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | New | 8,069 | 399 | 0.16% | — | 106 | +8,069 | New | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 8,038 | 397 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 7,564 | 374 | 0.02% | 0.02% | 108 | -758 | -9.11% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,344 | 363 | 0.0% | 0.0% | 109 | +78 | 1.07% | Q1 2026 | May 08, 2026 |
| Revisor Wealth Management LLC | History | Added to | 7,316 | 361 | 0.1% | 0.08% | 110 | +1,470 | 25.15% | Q1 2026 | Apr 27, 2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | History | Reduced | 7,020 | 347 | 0.21% | 0.22% | 111 | -1,070 | -13.23% | Q1 2026 | Apr 07, 2026 |
| Atlas Brown,Inc. | History | No change | 6,950 | 343 | 0.1% | 0.1% | 112 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BAM Wealth Management, LLC | History | Added to | 6,839 | 338 | 0.25% | 0.24% | 113 | +119 | 1.77% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,778 | 335 | 0.01% | 0.01% | 114 | +113 | 1.7% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 6,352 | 320 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 6,402 | 316 | 0.21% | 0.22% | 116 | +176 | 2.83% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,330 | 313 | 0.0% | — | 117 | +6,330 | New | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | New | 6,166 | 304 | 0.01% | — | 118 | +6,166 | New | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,090 | 301 | 0.0% | 0.0% | 119 | -282 | -4.43% | Q1 2026 | May 13, 2026 |
| Straight Path Wealth Management | History | Reduced | 6,040 | 298 | 0.08% | 0.09% | 120 | -400 | -6.21% | Q1 2026 | Apr 22, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 5,845 | 289 | 0.07% | 0.09% | 121 | -1,053 | -15.27% | Q1 2026 | May 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,708 | 283 | 0.02% | 0.02% | 122 | +246 | 4.5% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 5,640 | 279 | 0.0% | — | 123 | +5,640 | New | Q1 2026 | Apr 30, 2026 |
| Seelaus Asset Management LLC | History | Added to | 5,478 | 270 | 0.19% | 0.21% | 124 | +156 | 2.93% | Q1 2026 | Apr 29, 2026 |
| Vawter Financial, Ltd. | History | No change | 4,975 | 246 | 0.1% | 0.11% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 4,952 | 245 | 0.0% | 0.0% | 126 | +5 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Osbon Capital Management LLC | History | New | 4,766 | 235 | 0.19% | — | 127 | +4,766 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,682 | 231 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 4,321 | 213 | 0.0% | — | 129 | +4,321 | New | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 4,230 | 209 | 0.0% | — | 130 | +4,230 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,223 | 208 | 0.0% | — | 131 | +4,223 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 4,156 | 205 | 0.0% | — | 132 | +4,156 | New | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 4,100 | 202 | 0.01% | 0.01% | 133 | +100 | 2.5% | Q1 2026 | Apr 15, 2026 |
| OneAscent Family Office, LLC | History | Added to | 4,057 | 200 | 0.14% | 0.14% | 134 | +59 | 1.48% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 3,706 | 183 | 0.01% | 0.0% | 135 | +654 | 21.43% | Q1 2026 | May 13, 2026 |
| Mosley Wealth Management | History | Reduced | 3,576 | 180 | 0.08% | 0.12% | 136 | -1,430 | -28.57% | Q1 2026 | Apr 27, 2026 |
| Realta Investment Advisors | History | New | 3,400 | 168 | 0.06% | — | 137 | +3,400 | New | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,387 | 167 | 0.01% | 0.01% | 138 | +22 | 0.65% | Q1 2026 | Apr 13, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 2,558 | 127 | 0.07% | 0.07% | 140 | -211 | -7.62% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,580 | 127 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,812 | 89 | 0.0% | 0.0% | 141 | +23 | 1.29% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,614 | 81 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,059 | 52 | 0.0% | 0.0% | 143 | -1,602 | -60.2% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,000 | 49 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Co / SC | History | No change | 1,000 | 49 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 973 | 48 | 0.0% | 0.0% | 146 | -235 | -19.45% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | No change | 745 | 36 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 307 | 15 | 0.0% | — | 148 | +307 | New | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 284 | 14 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 174 | 8 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MOTCO | History | New | 129 | 6 | 0.0% | — | 151 | +129 | New | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | No change | 114 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 94 | 4 | 0.0% | — | 153 | +94 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | New | 65 | 3 | 0.0% | — | 154 | +65 | New | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 21 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -359,459 | -100.0% | Q1 2026 | May 13, 2026 |
| Morling Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 5.37% | — | -338,739 | -100.0% | Q1 2026 | May 06, 2026 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -134,569 | -100.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,391 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -18,992 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,651 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,755 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,260 | -100.0% | Q1 2026 | May 15, 2026 |
| SFI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -5,754 | -100.0% | Q1 2026 | May 05, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -5,349 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Vigilare Wealth Management | History | Closed out | 0 | 0 | — | 0.09% | — | -5,056 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,021 | -100.0% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -4,805 | -100.0% | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,993 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,403 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Tradewinds Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Ascentis Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -199 | -100.0% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -167 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -100 | -99.01% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |