EXCHANGE TRADED CONCEPTS TRUST - NUKZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Silverleafe Capital Partners, LLC | History | Reduced | 140,928 | 8,488 | 2.42% | 2.67% | 1 | -2,523 | -1.76% | Q3 2026 | Oct 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 136,010 | 8,191 | 0.08% | 0.07% | 2 | +24,113 | 21.55% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 107,825 | 7,349 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 107,151 | 6,453 | 0.12% | 0.17% | 4 | -26,069 | -19.57% | Q3 2026 | Oct 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 105,789 | 6,371 | 0.63% | 0.6% | 5 | +9,058 | 9.36% | Q3 2026 | Oct 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 92,850 | 6,328 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | Added to | 102,528 | 6,175 | 1.39% | 1.53% | 7 | +6,169 | 6.4% | Q3 2026 | Oct 28, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 86,371 | 5,887 | 2.81% | 2.81% | 8 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | No change | 80,636 | 5,496 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 80,279 | 5,471 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 71,468 | 4,871 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 71,374 | 4,865 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 53,610 | 3,654 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Simplicity Wealth,LLC | History | Added to | 60,337 | 3,634 | 0.11% | 0.12% | 14 | +7,426 | 14.03% | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 54,782 | 3,299 | 0.0% | 0.01% | 15 | -4,633 | -7.8% | Q3 2026 | Nov 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 47,327 | 3,225 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brookstone Capital Management | History | Added to | 51,950 | 3,128 | 0.03% | 0.03% | 17 | +3,139 | 6.43% | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 44,774 | 3,051 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 46,357 | 2,792 | 0.01% | 0.01% | 19 | +10,594 | 29.62% | Q3 2026 | Nov 02, 2026 |
| HERBST GROUP, LLC | History | Reduced | 44,403 | 2,674 | 1.52% | 1.74% | 20 | -2,464 | -5.26% | Q3 2026 | Oct 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 35,802 | 2,440 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,241 | 2,424 | 0.01% | 0.01% | 22 | +133 | 0.33% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 34,520 | 2,352 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 38,153 | 2,297 | 1.17% | 1.38% | 24 | +2,563 | 7.2% | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,726 | 2,230 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 32,283 | 2,200 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 36,071 | 2,180 | 0.08% | 0.09% | 27 | +3,618 | 11.15% | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 31,913 | 2,175 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 30,379 | 1,829 | 0.2% | 0.21% | 29 | -539 | -1.74% | Q3 2026 | Oct 22, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 28,254 | 1,701 | 0.65% | 0.78% | 30 | +513 | 1.85% | Q3 2026 | Oct 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 26,017 | 1,566 | 0.06% | 0.08% | 31 | -2,611 | -9.12% | Q3 2026 | Nov 04, 2026 |
| Dakota Wealth Management | History | No change | 22,877 | 1,559 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,615 | 1,406 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Added to | 22,258 | 1,340 | 0.29% | 0.31% | 34 | +2,000 | 9.87% | Q3 2026 | Oct 13, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 22,010 | 1,325 | 0.2% | 0.06% | 35 | +15,766 | 252.5% | Q3 2026 | Oct 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,122 | 1,272 | 0.01% | 0.02% | 36 | -74 | -0.35% | Q3 2026 | Oct 26, 2026 |
| OneAscent Financial Services LLC | History | No change | 18,509 | 1,261 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 20,370 | 1,226 | 0.02% | 0.02% | 38 | -1,326 | -6.11% | Q3 2026 | Oct 28, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 19,366 | 1,166 | 1.4% | 1.65% | 39 | +656 | 3.51% | Q3 2026 | Nov 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 19,123 | 1,152 | 0.01% | 0.01% | 40 | -4,693 | -19.71% | Q3 2026 | Oct 26, 2026 |
| Belvedere Trading LLC | History | Reduced | 17,983 | 1,083 | 0.0% | 0.0% | 41 | -17,986 | -50.0% | Q3 2026 | Nov 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 14,729 | 1,003 | 0.15% | 0.15% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 14,180 | 966 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 14,150 | 964 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Somerset Trust Co | History | Added to | 15,537 | 935 | 0.26% | 0.29% | 45 | +333 | 2.19% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 13,412 | 914 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 14,822 | 892 | 0.04% | 0.06% | 47 | -3,295 | -18.19% | Q3 2026 | Nov 05, 2026 |
| Whalen Wealth Management Inc. | History | New | 14,732 | 887 | 0.38% | — | 48 | +14,732 | New | Q3 2026 | Oct 08, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | No change | 14,526 | 874 | 0.48% | 0.55% | 49 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 12,620 | 857 | 0.28% | 0.28% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,059 | 821 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Added to | 13,130 | 791 | 0.02% | 0.01% | 52 | +7,847 | 148.53% | Q3 2026 | Oct 23, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 13,005 | 783 | 0.15% | 0.17% | 53 | +118 | 0.92% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,352 | 773 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 13,516 | 767 | 0.01% | 0.01% | 55 | -452 | -3.24% | Q3 2026 | Nov 04, 2026 |
| Vontobel Holding Ltd. | History | New | 11,901 | 716 | 0.0% | — | 56 | +11,901 | New | Q3 2026 | Oct 16, 2026 |
| Fort Point Capital Partners LLC | History | No change | 10,275 | 700 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,591 | 698 | 0.01% | 0.01% | 58 | -547 | -4.51% | Q3 2026 | Nov 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,067 | 686 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 9,943 | 677 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,739 | 646 | 0.01% | 0.01% | 61 | -14 | -0.13% | Q3 2026 | Oct 23, 2026 |
| CMC Financial Group | History | No change | 9,371 | 638 | 1.24% | 1.24% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,370 | 638 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlas Private Wealth Advisors | History | New | 10,267 | 618 | 0.13% | — | 64 | +10,267 | New | Q3 2026 | Oct 23, 2026 |
| Corient Private Wealth LP | History | No change | 8,976 | 611 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 10,126 | 609 | 0.06% | 0.06% | 66 | +1,566 | 18.29% | Q3 2026 | Nov 03, 2026 |
| Sidoxia Capital Management, LLC | History | Added to | 10,038 | 604 | 0.42% | 0.49% | 67 | +154 | 1.56% | Q3 2026 | Oct 28, 2026 |
| Essex Financial Services, Inc. | History | No change | 8,760 | 597 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 9,335 | 562 | 0.01% | 0.0% | 69 | +7,364 | 373.62% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,976 | 544 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,955 | 542 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | No change | 7,743 | 527 | 0.29% | 0.29% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 7,666 | 522 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 8,602 | 518 | 0.05% | 0.06% | 75 | +483 | 5.95% | Q3 2026 | Oct 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,595 | 518 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,478 | 510 | 0.06% | 0.06% | 76 | +291 | 3.55% | Q3 2026 | Oct 21, 2026 |
| TCFG Investment Advisors, LLC | History | Added to | 8,370 | 504 | 0.17% | 0.17% | 77 | +1,000 | 13.57% | Q3 2026 | Oct 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 7,071 | 481 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 7,748 | 466 | 1.58% | 2.4% | 79 | -2,741 | -26.13% | Q3 2026 | Oct 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,440 | 448 | 0.0% | 0.01% | 80 | -151 | -1.99% | Q3 2026 | Oct 30, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 7,345 | 442 | 0.05% | 0.07% | 81 | -640 | -8.02% | Q3 2026 | Nov 03, 2026 |
| Financial Partners Group, Inc | History | Reduced | 7,219 | 434 | 0.05% | 0.14% | 82 | -13,636 | -65.38% | Q3 2026 | Oct 19, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,296 | 429 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | Reduced | 7,092 | 427 | 0.0% | 0.0% | 84 | -260 | -3.54% | Q3 2026 | Nov 02, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,130 | 417 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,100 | 415 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,393 | 388 | 0.0% | 0.0% | 87 | +211 | 3.41% | Q3 2026 | Oct 13, 2026 |
| Advyzon Investment Management, LLC | History | No change | 5,507 | 375 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,187 | 372 | 0.0% | 0.0% | 89 | +2,446 | 65.38% | Q3 2026 | Oct 08, 2026 |
| CreativeOne Wealth, LLC | History | No change | 5,334 | 363 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | Reduced | 5,966 | 359 | 0.01% | 0.02% | 91 | -1,809 | -23.27% | Q3 2026 | Nov 04, 2026 |
| Sage Capital Management, LLC | History | Reduced | 5,963 | 359 | 0.14% | 0.17% | 92 | -414 | -6.49% | Q3 2026 | Oct 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,674 | 341 | 0.01% | 0.0% | 93 | -15 | -0.26% | Q3 2026 | Oct 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 4,683 | 319 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 5,228 | 314 | 0.02% | 0.29% | 95 | -58,158 | -91.75% | Q3 2026 | Oct 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 5,175 | 311 | 0.01% | 0.01% | 97 | -407 | -7.29% | Q3 2026 | Oct 21, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 5,172 | 311 | 0.08% | 0.09% | 96 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,560 | 310 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 4,555 | 310 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 4,442 | 302 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 4,300 | 293 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 4,300 | 293 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,277 | 291 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,093 | 278 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 4,069 | 277 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,582 | 275 | 0.0% | 0.0% | 106 | -15,382 | -77.05% | Q3 2026 | Oct 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 3,922 | 267 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4,391 | 264 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IPG Investment Advisors LLC | History | No change | 4,330 | 260 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,292 | 258 | 0.0% | 0.0% | 110 | -10,229 | -70.44% | Q3 2026 | Nov 04, 2026 |
| &PARTNERS | History | No change | 3,775 | 257 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,616 | 246 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BankChampaign, National Association | History | Reduced | 4,041 | 243 | 0.2% | 0.21% | 113 | -68 | -1.65% | Q3 2026 | Oct 19, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,538 | 241 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anson Capital, Inc. | History | No change | 4,013 | 241 | 0.16% | 0.18% | 115 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,312 | 225 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,286 | 224 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,250 | 221 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 3,509 | 211 | 0.06% | 0.06% | 119 | -123 | -3.39% | Q3 2026 | Nov 05, 2026 |
| Private Wealth Partners, LLC | History | No change | 3,500 | 210 | 0.01% | 0.02% | 120 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,030 | 206 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PFG Advisors | History | New | 3,368 | 202 | 0.01% | — | 123 | +3,368 | New | Q3 2026 | Oct 15, 2026 |
| EWA, LLC | History | No change | 2,967 | 202 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,438 | 146 | 0.0% | 0.0% | 124 | +1,463 | 150.05% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 2,065 | 140 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,894 | 114 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FMR LLC | History | No change | 1,663 | 113 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,631 | 111 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,559 | 106 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,174 | 80 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 1,125 | 76 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 1,119 | 76 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| POM Investment Strategies, LLC | History | No change | 1,187 | 71 | 0.06% | 0.09% | 133 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,002 | 68 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,093 | 65 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WealthCollab, LLC | History | No change | 824 | 56 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 801 | 54 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 805 | 54 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 800 | 54 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 832 | 50 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 715 | 48 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 775 | 46 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 634 | 43 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Capital Analysts, LLC | History | No change | 601 | 41 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 600 | 40 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 671 | 40 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 563 | 38 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 540 | 36 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 500 | 34 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 535 | 32 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Nova Financial LLC | History | New | 515 | 31 | 0.01% | — | 152 | +515 | New | Q3 2026 | Nov 04, 2026 |
| Biltmore Family Office, LLC | History | Added to | 524 | 31 | 0.0% | 0.0% | 151 | +45 | 9.39% | Q3 2026 | Nov 03, 2026 |
| Manchester Capital Management LLC | History | No change | 500 | 30 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IFG Advisory, LLC | History | No change | 450 | 30 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 462 | 27 | 0.02% | — | 155 | +462 | New | Q3 2026 | Oct 09, 2026 |
| Operose Advisors LLC | History | No change | 384 | 26 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 404 | 24 | 0.0% | — | 159 | +404 | New | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 355 | 24 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 360 | 24 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 375 | 22 | 0.01% | 0.02% | 160 | -56 | -12.99% | Q3 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 300 | 20 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 300 | 20 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 275 | 18 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Anchor Investment Management, LLC | History | No change | 250 | 17 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Avion Wealth | History | New | 280 | 16 | 0.0% | — | 165 | +280 | New | Q3 2026 | Nov 03, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 208 | 12 | 0.01% | — | 168 | +208 | New | Q3 2026 | Oct 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 212 | 12 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 200 | 12 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | Added to | 181 | 10 | 0.0% | 0.0% | 169 | +154 | 570.37% | Q3 2026 | Nov 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 160 | 9 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 144 | 9 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Activest Wealth Management | History | No change | 151 | 9 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 133 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 145 | 9 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 149 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 125 | 8 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Luminist Capital LLC | History | No change | 132 | 8 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFS Partners, LLC | History | No change | 143 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rossby Financial, LCC | History | New | 111 | 6 | 0.0% | — | 182 | +111 | New | Q3 2026 | Nov 05, 2026 |
| Triumph Capital Management | History | No change | 100 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 100 | 6 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 90 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 45 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 36 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Copia Wealth Management | History | No change | 40 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -18,997 | -100.0% | Q3 2026 | Oct 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2026 | Oct 26, 2026 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 27, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Cape Investment Advisory, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Miller Global Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |