NIO Inc. - NIO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,000,396 | 151,802 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 27,411,634 | 138,702 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMR Partners LLP | History | No change | 22,112,300 | 111,888 | 0.42% | 0.42% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 19,926,458 | 100,827 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 19,871,491 | 100,549 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 18,998,920 | 96,134 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 18,726,268 | 94,754 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 12,441,174 | 85,046 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,271,712 | 82,334 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 16,161,048 | 81,774 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspex Management (HK) Ltd | History | No change | 13,141,609 | 66,497 | 0.75% | 0.75% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 11,619,009 | 58,792 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,585,885 | 48,504 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 9,461,793 | 47,876 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 9,031,336 | 45,698 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 12,828,022 | 44,000 | 0.3% | 0.63% | 16 | -1,355,078 | -9.55% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 5,624,516 | 28,488 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 7,510,347 | 25,760 | 0.03% | 0.03% | 18 | +1,357,326 | 22.06% | Q3 2026 | Nov 02, 2026 |
| STATE STREET CORP | History | No change | 4,810,903 | 24,343 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MARSHALL WACE, LLP | History | No change | 4,733,908 | 23,953 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 6,041,378 | 20,721 | 0.0% | 0.01% | 21 | +77,306 | 1.3% | Q3 2026 | Nov 05, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,424,510 | 18,606 | 0.01% | 0.01% | 22 | +476,852 | 9.64% | Q3 2026 | Nov 04, 2026 |
| Ghisallo Capital Management LLC | History | No change | 3,500,000 | 17,710 | 0.35% | 0.35% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 3,477,783 | 17,597 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 3,333,179 | 16,865 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 3,307,229 | 16,734 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 3,129,388 | 15,834 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,688,359 | 13,307 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 3,816,755 | 13,091 | 0.0% | 0.01% | 29 | -159,118 | -4.0% | Q3 2026 | Nov 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,545,607 | 12,880 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Markets Trading UK LLP | History | No change | 2,419,877 | 12,244 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 2,389,903 | 11,133 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,985,984 | 10,049 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 1,887,802 | 9,552 | 0.15% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 1,756,200 | 8,886 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,600,640 | 8,051 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Street Group Inc. | History | No change | 1,564,708 | 7,917 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS | History | No change | 1,444,106 | 7,307 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 1,373,430 | 6,949 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,366,634 | 6,915 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 1,241,966 | 6,284 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,218,260 | 6,164 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,157,721 | 5,858 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CMT Capital Markets Trading GmbH | History | No change | 1,126,162 | 5,698 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | No change | 1,000,000 | 5,060 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 916,146 | 4,635 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 852,000 | 4,311 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 849,748 | 4,299 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVIVA PLC | History | No change | 834,284 | 4,221 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSS LLC/IL | History | No change | 783,300 | 3,963 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 734,744 | 3,717 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 481,000 | 3,359 | 0.34% | 0.34% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 636,116 | 3,218 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Capital Ltd | History | No change | 562,296 | 2,845 | 2.75% | 2.75% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verition Fund Management LLC | History | No change | 550,200 | 2,784 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | No change | 548,073 | 2,773 | 0.4% | 0.4% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | No change | 535,700 | 2,710 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 493,426 | 2,496 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 492,784 | 2,493 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 481,573 | 2,436 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | Added to | 709,432 | 2,433 | 0.1% | 0.12% | 61 | +16,292 | 2.35% | Q3 2026 | Oct 29, 2026 |
| Marex Group Ltd | History | No change | 444,105 | 2,247 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 624,540 | 2,142 | 0.03% | 0.05% | 63 | +2,939 | 0.47% | Q3 2026 | Oct 26, 2026 |
| DRW Securities, LLC | History | No change | 404,649 | 2,047 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 399,809 | 2,023 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PEAK6 LLC | History | No change | 399,500 | 2,021 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 367,214 | 1,858 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 362,063 | 1,832 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 352,454 | 1,783 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 341,698 | 1,728 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 471,838 | 1,618 | 0.0% | 0.01% | 71 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Swedbank AB | History | Reduced | 464,641 | 1,593 | 0.0% | 0.0% | 72 | -1,180 | -0.25% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 451,100 | 1,547 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Electron Capital Partners, LLC | History | No change | 284,515 | 1,439 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 400,000 | 1,372 | 0.43% | 0.66% | 75 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 365,092 | 1,252 | 0.0% | 0.0% | 76 | +198,529 | 119.19% | Q3 2026 | Oct 16, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 239,100 | 1,209 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBK INVESTMENTS L P | History | No change | 225,500 | 1,141 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| Swiss Life Asset Management Ltd | History | New | 325,870 | 1,099 | 0.0% | — | 79 | +325,870 | New | Q3 2026 | Nov 03, 2026 |
| Diametric Capital, LP | History | No change | 197,112 | 997 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 194,288 | 983 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | No change | 190,585 | 964 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Rathbones Group PLC | History | No change | 188,514 | 953 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 184,833 | 932 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 270,423 | 927 | 0.02% | 0.03% | 85 | +25,643 | 10.48% | Q3 2026 | Oct 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 181,351 | 917 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 179,346 | 907 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NOMURA HOLDINGS INC | History | No change | 168,200 | 851 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 160,914 | 814 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 160,302 | 811 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 156,162 | 790 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 154,554 | 782 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 152,990 | 774 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 148,147 | 749 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 214,985 | 737 | 0.02% | 0.03% | 95 | +5,557 | 2.65% | Q3 2026 | Oct 28, 2026 |
| Vident Advisory, LLC | History | No change | 136,540 | 690 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 123,000 | 622 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 178,686 | 612 | 0.0% | 0.0% | 98 | +25,242 | 16.45% | Q3 2026 | Nov 02, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 116,733 | 590 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 112,106 | 567 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 163,292 | 560 | 0.01% | 0.05% | 101 | -379,905 | -69.94% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 110,410 | 558 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 91,581 | 552 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 108,188 | 547 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 105,631 | 534 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 95,467 | 483 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 95,464 | 478 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 136,427 | 467 | 0.0% | 0.0% | 108 | -36,497 | -21.11% | Q3 2026 | Nov 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 91,141 | 461 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 131,935 | 452 | 0.0% | 0.01% | 110 | -1 | -0.0% | Q3 2026 | Oct 26, 2026 |
| Cetera Investment Advisers | History | No change | 85,495 | 432 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 78,765 | 398 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SLT Holdings LLC | History | Reduced | 115,000 | 394 | 0.23% | 0.37% | 114 | -1,500 | -1.29% | Q3 2026 | Oct 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 78,057 | 394 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 77,508 | 392 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 113,112 | 387 | 0.0% | 0.0% | 116 | -34,101 | -23.16% | Q3 2026 | Oct 28, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 250 | 379 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hoffman, Alan N Investment Management | History | Added to | 110,114 | 377 | 0.2% | 0.33% | 118 | +1,115 | 1.02% | Q3 2026 | Oct 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 73,081 | 369 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 72,595 | 367 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ballentine Partners, LLC | History | No change | 72,244 | 365 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Squarepoint Ops LLC | History | No change | 71,088 | 359 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | No change | 69,381 | 351 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 68,906 | 348 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 68,866 | 348 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centiva Capital, LP | History | No change | 66,368 | 335 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 97,498 | 334 | 0.13% | 0.21% | 127 | -750 | -0.76% | Q3 2026 | Oct 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 64,858 | 328 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 95,108 | 326 | 0.0% | 0.0% | 129 | +19,797 | 26.29% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 92,079 | 316 | 0.0% | 0.0% | 130 | -7,892 | -7.89% | Q3 2026 | Nov 02, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 91,700 | 314 | 0.01% | 0.04% | 131 | -91,700 | -50.0% | Q3 2026 | Nov 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 88,449 | 303 | 0.01% | 0.01% | 132 | +42 | 0.05% | Q3 2026 | Nov 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 59,706 | 302 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 59,246 | 299 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 57,610 | 291 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axim Planning & Wealth | History | Reduced | 81,877 | 280 | 1.06% | 0.91% | 136 | -3,962 | -4.62% | Q3 2026 | Oct 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 81,171 | 278 | 0.03% | 0.04% | 137 | +3,387 | 4.35% | Q3 2026 | Nov 03, 2026 |
| GAM Holding AG | History | New | 80,000 | 274 | 0.02% | — | 138 | +80,000 | New | Q3 2026 | Nov 03, 2026 |
| Virtu Financial LLC | History | No change | 52,963 | 268 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 52,754 | 266 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marathon Trading Investment Management LLC | History | No change | 51,120 | 258 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 75,000 | 255 | 0.01% | 0.02% | 142 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MACQUARIE GROUP LTD | History | No change | 50,256 | 254 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 50,000 | 253 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 49,629 | 251 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 49,558 | 250 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 49,423 | 250 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 46,441 | 234 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 62,786 | 223 | 0.01% | 0.02% | 149 | -55,916 | -47.11% | Q3 2026 | Oct 20, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 60,000 | 205 | 0.01% | 0.02% | 150 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 40,408 | 204 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantbot Technologies LP | History | No change | 39,453 | 199 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 55,906 | 191 | 0.0% | 0.0% | 153 | -24,198 | -30.21% | Q3 2026 | Nov 05, 2026 |
| Jain Global LLC | History | No change | 37,797 | 191 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 37,156 | 188 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 36,877 | 186 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 34,784 | 176 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 34,845 | 176 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgefront Capital, LLC | History | No change | 33,921 | 171 | 0.05% | 0.05% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 33,937 | 171 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Finance Group S.A. | History | No change | 41,880 | 171 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 49,289 | 168 | 0.0% | 0.01% | 162 | -1,252,229 | -96.21% | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,914 | 167 | 0.0% | 0.0% | 164 | +11,164 | 29.57% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 33,016 | 167 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 48,132 | 165 | 0.02% | 0.03% | 165 | -3,750 | -7.23% | Q3 2026 | Nov 03, 2026 |
| Lido Advisors, LLC | History | Added to | 47,140 | 161 | 0.0% | 0.0% | 168 | +18,471 | 64.43% | Q3 2026 | Nov 04, 2026 |
| XPONANCE LLC | History | Added to | 47,028 | 161 | 0.0% | 0.0% | 167 | +4,387 | 10.29% | Q3 2026 | Nov 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 32,007 | 161 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allianz Asset Management GmbH | History | No change | 31,521 | 159 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 45,764 | 155 | 0.0% | 0.0% | 170 | +17,592 | 62.44% | Q3 2026 | Oct 16, 2026 |
| IPG Investment Advisors LLC | History | No change | 44,614 | 153 | 0.02% | 0.03% | 171 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 29,605 | 149 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXQ CAPITAL, LP | History | No change | 28,715 | 145 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 28,391 | 143 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 27,979 | 141 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 27,707 | 140 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 27,400 | 139 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 27,002 | 136 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 27,711 | 134 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 37,530 | 128 | 0.0% | 0.0% | 181 | -5,312 | -12.4% | Q3 2026 | Oct 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 25,309 | 128 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 24,947 | 126 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 24,873 | 125 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 24,452 | 123 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 24,129 | 122 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 24,264 | 122 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 24,112 | 122 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sowell Financial Services LLC | History | Reduced | 35,146 | 120 | 0.0% | 0.01% | 188 | -1,808 | -4.89% | Q3 2026 | Oct 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 34,495 | 118 | 0.0% | 0.0% | 190 | -3,601 | -9.45% | Q3 2026 | Oct 28, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 23,300 | 118 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| EFG International AG | History | No change | 23,390 | 118 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aerodigm Wealth, LLC | History | No change | 34,225 | 117 | 0.04% | 0.06% | 192 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| High Probability Advisors, LLC | History | No change | 33,195 | 113 | 0.01% | 0.02% | 193 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Magnetar Financial LLC | History | No change | 21,956 | 111 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 22,180 | 110 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 21,729 | 109 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 33,913 | 108 | 0.0% | 0.0% | 197 | +3,598 | 11.87% | Q3 2026 | Nov 04, 2026 |
| Capula Management Ltd | History | No change | 21,511 | 108 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 20,700 | 104 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STG SECURITIES, LLC | History | No change | 20,583 | 104 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 20,126 | 100 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,442 | 98 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 28,388 | 97 | 0.0% | 0.0% | 203 | -674 | -2.32% | Q3 2026 | Oct 08, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 18,945 | 95 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | No change | 27,498 | 94 | 0.01% | 0.02% | 205 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Compound Planning, Inc. | History | Reduced | 26,639 | 91 | 0.0% | 0.01% | 208 | -32,673 | -55.09% | Q3 2026 | Nov 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 18,013 | 91 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | No change | 18,164 | 91 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,825 | 90 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| First Affirmative Financial Network | History | New | 25,953 | 89 | 0.02% | — | 211 | +25,953 | New | Q3 2026 | Oct 21, 2026 |
| Greenwich Wealth Management LLC | History | No change | 17,550 | 89 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 17,308 | 87 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Berman McAleer LLC | History | No change | 25,000 | 85 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 24,529 | 84 | 0.0% | 0.0% | 214 | -175 | -0.71% | Q3 2026 | Oct 16, 2026 |
| PCM Encore, LLC | History | No change | 16,133 | 81 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 23,201 | 79 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Modern Wealth Management, LLC | History | No change | 15,498 | 78 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Family Investments, Inc. | History | No change | 15,218 | 77 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 15,050 | 76 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 15,216 | 76 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | Reduced | 21,581 | 74 | 0.0% | 0.0% | 222 | -41,043 | -65.54% | Q3 2026 | Nov 05, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 21,790 | 74 | 0.02% | 0.04% | 223 | -2,685 | -10.97% | Q3 2026 | Oct 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 14,665 | 74 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | Added to | 21,078 | 72 | 0.0% | 0.01% | 224 | +2,421 | 12.98% | Q3 2026 | Nov 03, 2026 |
| Pure Financial Advisors, LLC | History | No change | 14,154 | 71 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 13,902 | 70 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 20,157 | 69 | 0.0% | 0.0% | 227 | -10,020 | -33.2% | Q3 2026 | Oct 23, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 13,646 | 69 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Optas, LLC | History | No change | 13,294 | 67 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 12,491 | 63 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneCrest Wealth Management, Inc. | History | No change | 18,577 | 63 | 0.02% | 0.03% | 231 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,286 | 62 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Focus Partners Wealth | History | No change | 12,153 | 61 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | New | 12,393 | 60 | 0.0% | — | 235 | +12,393 | New | Q3 2026 | Nov 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,935 | 60 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 17,359 | 59 | 0.0% | 0.0% | 236 | -2,298 | -11.69% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,672 | 59 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frec Markets, Inc. | History | No change | 11,769 | 59 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 16,974 | 58 | 0.0% | 0.01% | 241 | -40,000 | -70.21% | Q3 2026 | Oct 29, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 11,481 | 58 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 11,653 | 58 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 16,651 | 57 | 0.0% | 0.0% | 242 | -11,653 | -41.17% | Q3 2026 | Nov 03, 2026 |
| Apollon Wealth Management, LLC | History | New | 16,503 | 56 | 0.0% | — | 245 | +16,503 | New | Q3 2026 | Oct 23, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,261 | 56 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,193 | 56 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,973 | 55 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 12,041 | 54 | 0.0% | 0.0% | 248 | -16,988 | -58.52% | Q3 2026 | Oct 29, 2026 |
| Allworth Financial LP | History | No change | 10,696 | 54 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 15,729 | 53 | 0.0% | 0.0% | 249 | -3,969 | -20.15% | Q3 2026 | Nov 04, 2026 |
| SIH Partners, LLLP | History | No change | 10,600 | 53 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,434 | 52 | 0.0% | 0.0% | 252 | +4,472 | 40.8% | Q3 2026 | Oct 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,451 | 52 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 15,393 | 52 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,355 | 52 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 14,820 | 51 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 15,000 | 51 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Aberdeen Group plc | History | No change | 10,020 | 50 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Westfuller Advisors, LLC | History | No change | 9,952 | 50 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 10,000 | 50 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 9,882 | 50 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,700 | 49 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 9,458 | 47 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | No change | 9,486 | 47 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hedeker Wealth, LLC | History | No change | 12,508 | 42 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 7,000 | 42 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Arax Advisory Partners | History | No change | 8,127 | 41 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Annex Advisory Services, LLC | History | New | 11,684 | 40 | 0.0% | — | 267 | +11,684 | New | Q3 2026 | Oct 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,450 | 39 | 0.0% | 0.0% | 268 | -74 | -0.64% | Q3 2026 | Nov 04, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 11,500 | 39 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 11,483 | 39 | 0.0% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 11,405 | 38 | 0.0% | 0.0% | 271 | +811 | 7.66% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,700 | 36 | 0.0% | 0.0% | 272 | -11,018 | -50.73% | Q3 2026 | Oct 30, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 10,358 | 35 | 0.0% | 0.01% | 273 | -10 | -0.1% | Q3 2026 | Oct 21, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 10,291 | 35 | 0.0% | 0.01% | 274 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Nadler Financial Group, Inc. | History | New | 10,101 | 34 | 0.0% | — | 278 | +10,101 | New | Q3 2026 | Oct 23, 2026 |
| Aries Wealth Management | History | No change | 10,000 | 34 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,758 | 34 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Persistent Asset Partners Ltd | History | No change | 6,750 | 34 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Decker Retirement Planning Inc. | History | No change | 9,049 | 31 | 0.01% | 0.02% | 279 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,990 | 30 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 30,968 | 30 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 8,171 | 28 | 0.01% | 0.0% | 283 | +4,815 | 143.47% | Q3 2026 | Oct 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 8,303 | 28 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 5,492 | 27 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 8,125 | 27 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Evelyn Partners Group Ltd | History | No change | 5,460 | 27 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 6,913 | 23 | 0.0% | 0.0% | 287 | +240 | 3.6% | Q3 2026 | Nov 02, 2026 |
| Jacobi Capital Management LLC | History | New | 5,085 | 17 | 0.0% | — | 288 | +5,085 | New | Q3 2026 | Nov 05, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 4,755 | 16 | 0.0% | 0.0% | 289 | +130 | 2.81% | Q3 2026 | Oct 21, 2026 |
| NFSG Corp | History | Reduced | 4,500 | 15 | 0.0% | 0.0% | 290 | -1,500 | -25.0% | Q3 2026 | Oct 15, 2026 |
| North Star Investment Management Corp. | History | No change | 4,200 | 14 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,925 | 14 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 4,000 | 13 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Quent Capital, LLC | History | No change | 2,500 | 12 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,095 | 10 | 0.0% | 0.0% | 296 | -1,684 | -35.24% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS | History | No change | 2,150 | 10 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 2,517 | 9 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ancora Advisors LLC | History | No change | 1,656 | 8 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,615 | 8 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,580 | 7 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,576 | 7 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 1,772 | 6 | 0.0% | 0.0% | 303 | -1,255 | -41.46% | Q3 2026 | Oct 21, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 1,819 | 6 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,300 | 6 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,975 | 6 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SHP Wealth Management | History | No change | 1,254 | 6 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,214 | 6 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 1,625 | 5 | 0.0% | 0.0% | 312 | +325 | 25.0% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 1,587 | 5 | 0.0% | 0.0% | 309 | +90 | 6.01% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sachetta, LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Purpose Unlimited Inc. | History | No change | 1,000 | 5 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 1,020 | 5 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,200 | 4 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 900 | 4 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Root Financial Partners, LLC | History | New | 1,148 | 3 | 0.0% | — | 323 | +1,148 | New | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 950 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,000 | 3 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 1,009 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,000 | 3 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 623 | 3 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,115 | 3 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 736 | 2 | 0.0% | 0.0% | 327 | -1,442 | -66.21% | Q3 2026 | Oct 23, 2026 |
| UMB Bank, n.a. | History | No change | 500 | 2 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 403 | 2 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 485 | 2 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hurley Capital, LLC | History | No change | 733 | 2 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bogart Wealth, LLC | History | No change | 458 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 522 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 641 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 549 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 523 | 1 | 0.0% | — | 361 | +523 | New | Q3 2026 | Nov 03, 2026 |
| Ascentis Independent Advisors | History | New | 505 | 1 | 0.0% | — | 360 | +505 | New | Q3 2026 | Nov 03, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 500 | 1 | 0.0% | — | 359 | +500 | New | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 440 | 1 | 0.0% | 0.0% | 342 | -199 | -31.14% | Q3 2026 | Nov 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 566 | 1 | 0.0% | 0.0% | 346 | +50 | 9.69% | Q3 2026 | Oct 08, 2026 |
| CITY HOLDING CO | History | No change | 500 | 1 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Clearstead Advisors, LLC | History | No change | 350 | 1 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | No change | 494 | 1 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 200 | 1 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 364 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 301 | 1 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Heritage Wealth Advisors | History | No change | 243 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 357 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TrinityBridge Ltd | History | No change | 181 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Centerpoint Advisors, LLC | History | No change | 250 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SITTNER & NELSON, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 400 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| City State Bank | History | No change | 300 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 300 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 540 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 500 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Aspect Partners, LLC | History | No change | 300 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Financial Life Planners | History | No change | 207 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STANCE CAPITAL LLC | History | No change | 235 | 1 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullock Wealth Management Group | History | No change | 478 | 1 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 333 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 250 | 1 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pioneer Family Office, LLC | History | No change | 350 | 1 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Markowski Investments | History | No change | 551 | 1 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -3,756,576 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -61,012 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,190 | -100.0% | Q3 2026 | Nov 02, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -50,000 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Trilogy Capital Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,756 | -100.0% | Q3 2026 | Oct 20, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,245 | -100.0% | Q3 2026 | Oct 28, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,780 | -100.0% | Q3 2026 | Oct 27, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,108 | -100.0% | Q3 2026 | Oct 08, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,095 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Sava Infond d.o.o. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,000 | -100.0% | Q3 2026 | Oct 28, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,680 | -100.0% | Q3 2026 | Oct 15, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,242 | -100.0% | Q3 2026 | Oct 22, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,955 | -100.0% | Q3 2026 | Oct 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,919 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,816 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,544 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,475 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | Reduced | 163 | 0 | — | 0.0% | — | -1,248 | -88.45% | Q3 2026 | Oct 15, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -675 | -100.0% | Q3 2026 | Oct 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -538 | -95.56% | Q3 2026 | Oct 19, 2026 |
| Archer Investment Corp | History | Reduced | 207 | 0 | — | 0.0% | — | -471 | -69.47% | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 125 | 0 | — | 0.0% | — | -326 | -72.28% | Q3 2026 | Oct 27, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2026 | Oct 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 233 | 0 | — | — | — | +233 | New | Q3 2026 | Oct 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 139 | 0 | — | 0.0% | — | -175 | -55.73% | Q3 2026 | Oct 20, 2026 |
| GK Wealth Management LLC | History | New | 140 | 0 | — | — | — | +140 | New | Q3 2026 | Oct 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -135 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 20 | 0 | — | — | — | -126 | -86.3% | Q3 2026 | Oct 20, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | New | 120 | 0 | — | — | — | +120 | New | Q3 2026 | Oct 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 75 | 0 | — | — | — | -114 | -60.32% | Q3 2026 | Nov 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 10 | 0 | — | — | — | -100 | -90.91% | Q3 2026 | Oct 27, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 150 | 0 | — | 0.0% | — | -100 | -40.0% | Q3 2026 | Nov 02, 2026 |
| William Mack & Associates, Inc. | History | New | 100 | 0 | — | — | — | +100 | New | Q3 2026 | Oct 27, 2026 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 53 | 0 | — | — | — | +53 | New | Q3 2026 | Oct 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q3 2026 | Oct 01, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q3 2026 | Oct 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Nov 04, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Laurel Wealth Advisors LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | Added to | 159 | 0 | — | — | — | +8 | 5.3% | Q3 2026 | Nov 05, 2026 |
| Latitude Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 70 | 0 | — | — | — | +3 | 4.48% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ATWOOD & PALMER INC | History | No change | 175 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CHELSEA COUNSEL CO | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 107 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Darwin Wealth Management, LLC | History | No change | 135 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 160 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 212 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pacifica Partners Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 256 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Mechanics Financial Corp | History | No change | 250 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 262 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Continuum Advisory, LLC | History | No change | 137 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Leo H. Evart, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 115 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Abound Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Kingdom Financial Group LLC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 262 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financial Perspectives, Inc | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Winthrop Capital Management, LLC | History | No change | 174 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Mosley Wealth Management | History | No change | 104 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| American Capital Advisory, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LRI Investments, LLC | History | No change | 144 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Copia Wealth Management | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Basepoint Wealth LLC | History | No change | 125 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Wealth Partners | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Cornerstone Financial Management LLC | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Advocate Investing Services LLC | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Planning Strategies Inc. | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Essential Investment Partners LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |