Newsmax Inc. - NMAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | History | No change | 22,795,352 | 118,992 | 4.86% | 7.86% | 1 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 2,529,949 | 13,206 | 0.0% | 0.0% | 2 | +83,312 | 3.41% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 998,566 | 5,212 | 0.0% | 0.0% | 3 | +539,887 | 117.7% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 678,291 | 3,540 | 0.0% | 0.0% | 4 | +49,976 | 7.95% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 586,939 | 3,063 | 0.0% | 0.0% | 5 | +12,474 | 2.17% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 432,091 | 2,255 | 0.0% | — | 6 | +432,091 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 286,832 | 2,217 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 297,929 | 1,555 | 0.0% | 0.0% | 8 | +287,484 | 2752.36% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 285,953 | 1,492 | 0.0% | 0.0% | 9 | +114,953 | 67.22% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 272,962 | 1,424 | 0.0% | — | 10 | +272,962 | New | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 252,709 | 1,319 | 0.0% | 0.0% | 11 | +148,633 | 142.81% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 251,602 | 1,313 | 0.0% | 0.0% | 12 | -16,941 | -6.31% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 181,285 | 946 | 0.0% | 0.0% | 13 | -119,035 | -39.64% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 173,865 | 907 | 0.0% | 0.0% | 14 | +52,565 | 43.33% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 137,543 | 717 | 0.0% | 0.0% | 15 | +45,660 | 49.69% | Q1 2026 | May 05, 2026 |
| Denver PWM, LLC | History | No change | 107,741 | 683 | 0.23% | 0.54% | 16 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 122,671 | 640 | 0.0% | 0.0% | 17 | -24,938 | -16.89% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 111,521 | 582 | 0.0% | 0.0% | 18 | -6,238 | -5.3% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 110,775 | 578 | 0.0% | 0.0% | 19 | +5,283 | 5.01% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 108,877 | 568 | 0.0% | 0.0% | 20 | -312,465 | -74.16% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 100,911 | 526 | 0.0% | 0.0% | 21 | +31,289 | 44.94% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 98,016 | 511 | 0.0% | 0.0% | 22 | -99,784 | -50.45% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 95,548 | 498 | 0.0% | 0.0% | 23 | +35,469 | 59.04% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 88,137 | 460 | 0.0% | 0.0% | 24 | +19,693 | 28.77% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 69,672 | 363 | 0.0% | — | 25 | +69,672 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 69,555 | 363 | 0.01% | — | 26 | +69,555 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | No change | 69,101 | 360 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Added to | 68,210 | 356 | 0.0% | 0.0% | 28 | +54,627 | 402.17% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 62,253 | 324 | 0.0% | 0.0% | 29 | -52,482 | -45.74% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 59,661 | 311 | 0.0% | 0.0% | 30 | +13,763 | 29.99% | Q1 2026 | May 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 39,975 | 309 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Virtu Financial LLC | History | Added to | 56,734 | 296 | 0.01% | 0.01% | 32 | +7,883 | 16.14% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 36,000 | 278 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 47,860 | 271 | 0.0% | 0.0% | 34 | +10,501 | 28.11% | Q1 2026 | Apr 08, 2026 |
| Centiva Capital, LP | History | Added to | 43,541 | 227 | 0.0% | 0.0% | 35 | +14,723 | 51.09% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,747 | 217 | 0.0% | 0.0% | 36 | +2,697 | 6.91% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,745 | 212 | 0.0% | 0.0% | 37 | -5,455 | -11.81% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 39,663 | 207 | 0.0% | 0.0% | 38 | +6,822 | 20.77% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 38,856 | 202 | 0.0% | 0.0% | 39 | +28,669 | 281.43% | Q1 2026 | May 13, 2026 |
| Encompass More Asset Management | History | Reduced | 37,997 | 198 | 0.03% | 0.05% | 40 | -5 | -0.01% | Q1 2026 | Apr 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 36,621 | 191 | 0.0% | — | 41 | +36,621 | New | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Added to | 35,280 | 184 | 0.01% | 0.01% | 43 | +12,480 | 54.74% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 35,302 | 184 | 0.0% | 0.0% | 42 | +1,725 | 5.14% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | New | 33,719 | 176 | 0.01% | — | 45 | +33,719 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 33,768 | 176 | 0.0% | 0.0% | 44 | -5,022 | -12.95% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 32,852 | 172 | 0.0% | 0.0% | 46 | +8,178 | 33.14% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 32,989 | 172 | 0.0% | 0.0% | 47 | +1,344 | 4.25% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,811 | 171 | 0.0% | 0.0% | 48 | +19,629 | 148.91% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,079 | 167 | 0.0% | 0.0% | 49 | +12,194 | 61.32% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 29,342 | 153 | 0.0% | 0.0% | 50 | +26,196 | 832.68% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 28,543 | 148 | 0.0% | 0.0% | 51 | -35,614 | -55.51% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 28,496 | 148 | 0.0% | 0.0% | 52 | +20,483 | 255.62% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | No change | 27,635 | 144 | 0.01% | 0.02% | 53 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Defender Capital, LLC. | History | No change | 27,257 | 142 | 0.05% | 0.07% | 54 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,831 | 140 | 0.0% | 0.0% | 55 | +3,449 | 16.92% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 26,465 | 138 | 0.0% | 0.0% | 56 | -788 | -2.89% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 26,416 | 137 | 0.03% | 0.11% | 57 | -33,110 | -55.62% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | New | 23,881 | 124 | 0.0% | — | 58 | +23,881 | New | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Added to | 23,559 | 122 | 0.02% | 0.04% | 59 | +2,877 | 13.91% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,426 | 117 | 0.0% | 0.0% | 60 | +2,328 | 11.58% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 22,594 | 117 | 0.0% | 0.0% | 61 | +544 | 2.47% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 22,092 | 115 | 0.0% | 0.0% | 62 | +195 | 0.89% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | No change | 20,291 | 105 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 19,557 | 102 | 0.0% | 0.0% | 64 | -65,218 | -76.93% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 19,208 | 100 | 0.02% | — | 65 | +19,208 | New | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,346 | 99 | 0.0% | 0.0% | 66 | +315 | 1.66% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 18,818 | 98 | 0.0% | 0.0% | 67 | -666 | -3.42% | Q1 2026 | May 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 18,262 | 95 | 0.0% | — | 69 | +18,262 | New | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 18,213 | 95 | 0.0% | — | 68 | +18,213 | New | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 17,852 | 93 | 0.0% | 0.0% | 70 | -137,936 | -88.54% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | New | 17,808 | 92 | 0.0% | — | 72 | +17,808 | New | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | New | 17,748 | 92 | 0.0% | — | 71 | +17,748 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,394 | 90 | 0.0% | 0.0% | 74 | +15,610 | 1991.07% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,289 | 90 | 0.0% | 0.0% | 73 | -781 | -4.32% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 15,348 | 80 | 0.0% | 0.0% | 75 | -27,506 | -64.19% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | No change | 14,978 | 78 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,554 | 75 | 0.0% | — | 78 | +14,554 | New | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 14,535 | 75 | 0.0% | — | 77 | +14,535 | New | Q1 2026 | May 08, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 14,454 | 75 | 0.01% | — | 79 | +14,454 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 14,255 | 74 | 0.0% | — | 81 | +14,255 | New | Q1 2026 | May 15, 2026 |
| Element Wealth, LLC | History | No change | 14,280 | 74 | 0.03% | 0.05% | 80 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 14,175 | 73 | 0.02% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cove Private Wealth, LLC | History | No change | 13,888 | 72 | 0.02% | 0.03% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 13,674 | 71 | 0.0% | 0.0% | 84 | -133 | -0.96% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 13,640 | 71 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | New | 13,436 | 70 | 0.0% | — | 88 | +13,436 | New | Q1 2026 | Apr 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,528 | 70 | 0.0% | 0.0% | 86 | -10,280 | -43.18% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | No change | 13,530 | 70 | 0.02% | 0.03% | 87 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allegheny Financial Group | History | New | 13,267 | 69 | 0.01% | — | 89 | +13,267 | New | Q1 2026 | Apr 16, 2026 |
| Man Group plc | History | New | 12,954 | 67 | 0.0% | — | 90 | +12,954 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 12,522 | 65 | 0.0% | — | 91 | +12,522 | New | Q1 2026 | Apr 22, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 12,293 | 64 | 0.0% | 0.0% | 92 | -30,949 | -71.57% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,941 | 62 | 0.0% | 0.0% | 94 | -1,552 | -11.5% | Q1 2026 | Apr 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,948 | 62 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,910 | 62 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,642 | 60 | 0.0% | 0.0% | 96 | +1,435 | 14.06% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,121 | 58 | 0.0% | 0.0% | 97 | +77 | 0.7% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,666 | 55 | 0.0% | 0.0% | 98 | -2,382 | -18.26% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | New | 10,490 | 54 | 0.0% | — | 99 | +10,490 | New | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,867 | 51 | 0.0% | 0.0% | 100 | +3,771 | 61.86% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,385 | 43 | 0.0% | 0.0% | 101 | +6,868 | 452.74% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 7,713 | 40 | 0.0% | 0.0% | 102 | +1,408 | 22.33% | Q1 2026 | May 14, 2026 |
| Archer Investment Corp | History | No change | 7,013 | 36 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | No change | 6,862 | 35 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,000 | 31 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,376 | 28 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,295 | 27 | 0.0% | 0.0% | 107 | +3,833 | 262.18% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,166 | 26 | 0.0% | 0.0% | 108 | +1,100 | 27.05% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 4,251 | 22 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,856 | 20 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,487 | 18 | 0.0% | 0.0% | 111 | -4,989 | -58.86% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 3,513 | 18 | 0.01% | — | 112 | +3,508 | 70160.0% | Q1 2026 | May 21, 2026 |
| North Star Investment Management Corp. | History | No change | 3,378 | 17 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PFS Partners, LLC | History | No change | 3,414 | 17 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,230 | 16 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,895 | 15 | 0.0% | 0.0% | 116 | +1,245 | 75.45% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 2,610 | 13 | 0.0% | — | 118 | +2,610 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,571 | 13 | 0.0% | 0.0% | 117 | -353 | -12.07% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,440 | 12 | 0.0% | — | 120 | +2,440 | New | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,324 | 12 | 0.0% | — | 119 | +2,294 | 7646.67% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Added to | 2,207 | 11 | 0.0% | 0.0% | 121 | +1,132 | 105.3% | Q1 2026 | May 11, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 2,120 | 11 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,969 | 10 | 0.0% | 0.0% | 123 | +1,146 | 139.25% | Q1 2026 | Apr 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,100 | 10 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,104 | 10 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 2,030 | 10 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,858 | 9 | 0.0% | — | 128 | +1,858 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,885 | 9 | 0.0% | 0.0% | 127 | +132 | 7.53% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,574 | 8 | 0.0% | 0.0% | 130 | -1,164 | -42.51% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,604 | 8 | 0.0% | 0.0% | 133 | -50 | -3.02% | Q1 2026 | Apr 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,673 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,567 | 8 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 1,122 | 8 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 1,504 | 7 | 0.0% | — | 140 | +1,504 | New | Q1 2026 | Apr 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 1,348 | 7 | 0.0% | — | 141 | +1,348 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,427 | 7 | 0.0% | 0.0% | 136 | +1,000 | 234.19% | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | No change | 1,351 | 7 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | No change | 1,348 | 7 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,357 | 7 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,357 | 7 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 1,500 | 7 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,000 | 5 | 0.0% | 0.0% | 144 | -1,398 | -58.3% | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,000 | 5 | 0.0% | — | 145 | +1,000 | New | Q1 2026 | Apr 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 1,000 | 5 | 0.0% | — | 146 | +1,000 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | New | 1,000 | 5 | 0.0% | — | 147 | +1,000 | New | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 1,000 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 940 | 4 | 0.0% | — | 154 | +940 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 942 | 4 | 0.0% | — | 152 | +898 | 2040.91% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 822 | 4 | 0.0% | — | 148 | +797 | 3188.0% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 772 | 4 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | No change | 902 | 4 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 540 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 902 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 605 | 3 | 0.0% | 0.0% | 156 | -57,596 | -98.96% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 591 | 3 | 0.0% | 0.0% | 155 | +131 | 28.48% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 680 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 600 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 676 | 3 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 702 | 3 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 600 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 510 | 2 | 0.0% | — | 165 | +410 | 410.0% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 562 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 400 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 400 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 500 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 375 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 270 | 1 | 0.0% | 0.0% | 174 | -696 | -72.05% | Q1 2026 | Apr 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 340 | 1 | 0.0% | — | 178 | +340 | New | Q1 2026 | Apr 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 200 | 1 | 0.0% | — | 179 | +200 | New | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | No change | 200 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 206 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 250 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | No change | 309 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 250 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | No change | 300 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,793 | -100.0% | Q1 2026 | May 15, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -33,900 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,617 | -100.0% | Q1 2026 | May 15, 2026 |
| Aristides Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -20,900 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,744 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Colonial River Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,638 | -100.0% | Q1 2026 | Apr 27, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.05% | — | -17,919 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,133 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,170 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,307 | -100.0% | Q1 2026 | May 11, 2026 |
| GS Investments, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,150 | -100.0% | Q1 2026 | May 06, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,493 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -831 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -310 | -75.61% | Q1 2026 | May 01, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | New | 186 | 0 | — | — | — | +186 | New | Q1 2026 | Apr 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 175 | 0 | — | — | — | +175 | New | Q1 2026 | Apr 29, 2026 |
| True Wealth Design, LLC | History | New | 175 | 0 | — | — | — | +175 | New | Q1 2026 | Apr 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | New | 124 | 0 | — | — | — | +124 | New | Q1 2026 | May 19, 2026 |
| Bare Financial Services, Inc | History | New | 117 | 0 | — | — | — | +117 | New | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | Apr 30, 2026 |
| Key Capital Management, INC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | New | 60 | 0 | — | — | — | +60 | New | Q1 2026 | Apr 27, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 57 | 0 | — | — | — | +57 | New | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | New | 52 | 0 | — | — | — | +52 | New | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | May 14, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 08, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 19, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 59 | 0 | — | — | — | +10 | 20.41% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SRH ADVISORS, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Trust Co | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BFSG, LLC | History | No change | 130 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pflug Koory, LLC | History | No change | 175 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Truvestments Capital LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Center for Financial Planning, Inc. | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 127 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| New Millennium Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 124 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 124 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Gen-Wealth Partners Inc | History | No change | 170 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Meramec Financial Planners, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |