Nushares ETF Trust - NUSC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,877,278 | 174,710 | 0.01% | 0.02% | 1 | -2,285,560 | -37.09% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,721,326 | 77,562 | 0.11% | 0.1% | 2 | +241,758 | 16.34% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 1,434,429 | 64,600 | 5.9% | 6.16% | 3 | +28,654 | 2.04% | Q1 2026 | Apr 24, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,253,960 | 56,503 | 0.22% | — | 4 | +1,253,960 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,055,104 | 47,543 | 0.01% | 0.01% | 5 | +19,721 | 1.9% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,046,067 | 47,135 | 0.0% | 0.0% | 6 | -22,843 | -2.14% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 830,709 | 37,431 | 0.77% | 0.73% | 7 | +12,283 | 1.5% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 819,749 | 36,937 | 0.01% | 0.01% | 8 | +221,036 | 36.92% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 743,707 | 33,511 | 0.01% | 0.0% | 9 | +405,052 | 119.61% | Q1 2026 | May 05, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 424,782 | 19,140 | 1.23% | 1.2% | 10 | -20,044 | -4.51% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 359,913 | 16,217 | 0.0% | 0.0% | 11 | +8,608 | 2.45% | Q1 2026 | May 05, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 293,851 | 13,240 | 7.0% | 7.52% | 12 | +8,147 | 2.85% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Reduced | 265,032 | 11,942 | 1.54% | 1.55% | 13 | -355 | -0.13% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 262,445 | 11,824 | 0.02% | 0.01% | 14 | +12,799 | 5.13% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 261,816 | 11,797 | 0.02% | 0.02% | 15 | +2,327 | 0.9% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 260,458 | 11,736 | 0.01% | 0.01% | 16 | +26,162 | 11.17% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 222,001 | 10,003 | 0.28% | 0.28% | 17 | +387 | 0.17% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 220,246 | 9,924 | 0.0% | 0.0% | 18 | +21,712 | 10.94% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 212,056 | 9,555 | 0.0% | 0.0% | 19 | +3,829 | 1.84% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 181,617 | 8,183 | 0.1% | 0.11% | 20 | -11,084 | -5.75% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 167,749 | 7,558 | 0.01% | 0.01% | 21 | +4,495 | 2.75% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 149,425 | 6,731 | 0.0% | 0.0% | 22 | -2,931 | -1.92% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 136,208 | 6,137 | 0.02% | 0.02% | 23 | -359 | -0.26% | Q1 2026 | May 14, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 134,754 | 6,072 | 2.26% | 2.19% | 24 | +4,034 | 3.09% | Q1 2026 | Apr 13, 2026 |
| DeDora Capital, Inc. | History | Added to | 134,321 | 6,052 | 1.48% | 1.4% | 25 | +1,746 | 1.32% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 130,590 | 5,884 | 0.0% | 0.0% | 26 | +43,155 | 49.36% | Q1 2026 | May 04, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Added to | 128,062 | 5,770 | 4.55% | 4.59% | 27 | +3,496 | 2.81% | Q1 2026 | Apr 24, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 122,706 | 5,529 | 2.65% | 3.08% | 28 | -13,605 | -9.98% | Q1 2026 | Apr 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 116,448 | 5,123 | 0.0% | 0.0% | 29 | +29,447 | 33.85% | Q1 2026 | May 15, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 112,146 | 5,053 | 1.97% | 1.87% | 30 | +4,177 | 3.87% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 109,733 | 4,944 | 0.03% | 0.03% | 31 | +5,796 | 5.58% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 106,089 | 4,780 | 0.02% | 0.0% | 32 | +98,117 | 1230.77% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 104,994 | 4,729 | 0.01% | 0.01% | 33 | +8,126 | 8.39% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 101,769 | 4,585 | 0.0% | 0.0% | 34 | +3,693 | 3.77% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 97,917 | 4,412 | 0.01% | 0.01% | 35 | -24,269 | -19.86% | Q1 2026 | Apr 27, 2026 |
| LongView Asset Management LLC | History | No change | 91,374 | 4,079 | 2.84% | 2.84% | 36 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 85,153 | 3,837 | 0.01% | 0.01% | 37 | -311 | -0.36% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 83,680 | 3,770 | 0.15% | 0.14% | 38 | -1,151 | -1.36% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 82,228 | 3,705 | 0.0% | 0.0% | 39 | -132,116 | -61.64% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | Reduced | 80,351 | 3,620 | 0.44% | 0.44% | 40 | -2,481 | -3.0% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 82,285 | 3,583 | 0.0% | 0.0% | 41 | +12,121 | 17.28% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 75,601 | 3,435 | 0.7% | 1.07% | 42 | -2,204 | -2.83% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 71,301 | 3,213 | 0.01% | 0.01% | 43 | -76 | -0.11% | Q1 2026 | Apr 30, 2026 |
| Clarity Wealth Development LLC | History | Added to | 71,281 | 3,211 | 2.62% | 2.67% | 44 | +557 | 0.79% | Q1 2026 | Apr 22, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 65,048 | 2,931 | 0.12% | 0.11% | 45 | +1,577 | 2.48% | Q1 2026 | Apr 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 61,746 | 2,782 | 0.44% | 0.43% | 46 | +892 | 1.47% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 58,824 | 2,650 | 0.0% | — | 47 | +58,822 | 2941100.0% | Q1 2026 | May 13, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 58,335 | 2,628 | 1.38% | 1.34% | 48 | +808 | 1.4% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 57,047 | 2,596 | 0.01% | 0.01% | 49 | -34,929 | -37.98% | Q1 2026 | Apr 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 54,686 | 2,464 | 0.03% | 0.03% | 50 | -744 | -1.34% | Q1 2026 | May 13, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 54,506 | 2,456 | 0.35% | 0.36% | 51 | -1,785 | -3.17% | Q1 2026 | Apr 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 51,511 | 2,321 | 0.2% | 0.2% | 52 | -471 | -0.91% | Q1 2026 | May 12, 2026 |
| XY Planning Network, Inc. | History | Added to | 50,553 | 2,297 | 0.37% | 0.38% | 53 | +1,282 | 2.6% | Q1 2026 | Apr 14, 2026 |
| IMPACTfolio, LLC | History | Added to | 45,625 | 2,055 | 0.87% | 0.85% | 54 | +526 | 1.17% | Q1 2026 | Apr 30, 2026 |
| Corundum Group, Inc. | History | Reduced | 45,349 | 2,043 | 0.68% | 0.69% | 55 | -787 | -1.71% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | Reduced | 42,812 | 1,953 | 0.02% | 0.03% | 56 | -10,748 | -20.07% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 42,076 | 1,895 | 0.02% | 0.02% | 57 | -4,806 | -10.25% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 41,898 | 1,887 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 41,011 | 1,831 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Xena Financial Planning, LLC | History | Added to | 40,496 | 1,824 | 2.06% | 1.64% | 60 | +9,146 | 29.17% | Q1 2026 | Apr 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 39,385 | 1,789 | 0.03% | 0.04% | 61 | -5,873 | -12.98% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 39,021 | 1,780 | 0.04% | 0.04% | 62 | -1,621 | -3.99% | Q1 2026 | Apr 28, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 39,119 | 1,762 | 0.7% | 0.69% | 63 | -2,856 | -6.8% | Q1 2026 | Apr 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 36,681 | 1,652 | 0.71% | 0.66% | 64 | +25 | 0.07% | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | Added to | 35,392 | 1,594 | 0.02% | 0.0% | 65 | +30,039 | 561.16% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 33,119 | 1,492 | 0.09% | 0.15% | 66 | -1,349,483 | -97.6% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 32,555 | 1,466 | 0.16% | 0.15% | 67 | +2,231 | 7.36% | Q1 2026 | May 01, 2026 |
| Pioneer Wealth Management Group | History | Reduced | 32,445 | 1,461 | 0.41% | 0.46% | 68 | -1,234 | -3.66% | Q1 2026 | Apr 08, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 32,388 | 1,459 | 0.19% | 0.17% | 69 | -225 | -0.69% | Q1 2026 | Apr 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 32,283 | 1,454 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 31,992 | 1,441 | 0.0% | 0.0% | 71 | +8,872 | 38.37% | Q1 2026 | May 13, 2026 |
| Stewardship Advisors, LLC | History | Added to | 31,168 | 1,404 | 0.32% | 0.3% | 72 | +1,792 | 6.1% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,939 | 1,394 | 0.0% | 0.0% | 73 | +1,264 | 4.26% | Q1 2026 | May 05, 2026 |
| Brio Consultants, LLC | History | Added to | 26,863 | 1,322 | 0.16% | 0.11% | 74 | +7,616 | 39.57% | Q1 2026 | May 06, 2026 |
| Equita Financial Network, Inc. | History | Added to | 28,289 | 1,274 | 0.4% | 0.35% | 75 | +2,519 | 9.77% | Q1 2026 | Apr 23, 2026 |
| One Capital Management, LLC | History | Added to | 27,804 | 1,252 | 0.03% | 0.03% | 76 | +2,617 | 10.39% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 27,028 | 1,248 | 0.0% | 0.0% | 77 | -156 | -0.57% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 27,398 | 1,234 | 0.0% | — | 78 | +27,398 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 26,667 | 1,191 | 0.01% | 0.01% | 79 | -1,286 | -4.6% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 26,150 | 1,178 | 0.16% | 0.16% | 80 | +617 | 2.42% | Q1 2026 | Apr 28, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 25,358 | 1,142 | 0.12% | 0.1% | 81 | +4,827 | 23.51% | Q1 2026 | May 11, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 22,845 | 1,121 | 0.42% | 0.39% | 82 | +2,220 | 10.76% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 24,008 | 1,081 | 0.0% | — | 83 | +24,008 | New | Q1 2026 | May 15, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 23,519 | 1,059 | 0.31% | 0.3% | 84 | -100 | -0.42% | Q1 2026 | Apr 13, 2026 |
| Napier Financial, LLC | History | New | 22,931 | 1,033 | 0.24% | — | 85 | +22,931 | New | Q1 2026 | May 05, 2026 |
| Diversified Enterprises, LLC | History | Added to | 22,218 | 1,001 | 0.05% | 0.05% | 86 | +1,881 | 9.25% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 22,010 | 991 | 0.02% | 0.02% | 87 | -5,292 | -19.38% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 21,863 | 985 | 0.01% | 0.01% | 88 | +1,102 | 5.31% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Added to | 21,187 | 954 | 0.01% | 0.01% | 89 | +246 | 1.17% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Reduced | 20,979 | 945 | 0.0% | 0.0% | 90 | -148 | -0.7% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 20,442 | 921 | 0.03% | 0.04% | 91 | -3,313 | -13.95% | Q1 2026 | May 13, 2026 |
| Evolution Advisers, Inc. | History | Added to | 20,220 | 911 | 0.38% | 0.31% | 92 | +4,191 | 26.15% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,083 | 904 | 0.0% | 0.0% | 93 | +2,330 | 13.12% | Q1 2026 | May 07, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 19,435 | 875 | 0.38% | 0.42% | 94 | -1,554 | -7.4% | Q1 2026 | May 01, 2026 |
| VICUS CAPITAL | History | Reduced | 19,021 | 857 | 0.06% | 0.07% | 95 | -1,543 | -7.5% | Q1 2026 | Apr 22, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 19,001 | 856 | 0.11% | 0.1% | 96 | +1,400 | 7.95% | Q1 2026 | Apr 10, 2026 |
| Addison Advisors LLC | History | Reduced | 18,645 | 840 | 0.19% | 0.23% | 97 | -3,920 | -17.37% | Q1 2026 | May 08, 2026 |
| RVW Wealth, LLC | History | Reduced | 18,358 | 827 | 0.06% | 0.06% | 98 | -30 | -0.16% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | New | 17,797 | 801 | 0.01% | — | 99 | +17,797 | New | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Added to | 17,652 | 795 | 0.04% | 0.02% | 100 | +10,257 | 138.7% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 16,857 | 759 | 0.0% | 0.0% | 101 | -550 | -3.16% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | No change | 16,700 | 752 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 16,359 | 737 | 0.02% | 0.02% | 103 | +896 | 5.79% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 15,990 | 720 | 0.1% | 0.1% | 104 | +50 | 0.31% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Added to | 15,707 | 707 | 0.01% | 0.01% | 105 | +22 | 0.14% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 15,658 | 706 | 0.02% | 0.02% | 106 | -372 | -2.32% | Q1 2026 | Apr 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,566 | 701 | 0.02% | 0.02% | 107 | -133 | -0.85% | Q1 2026 | May 01, 2026 |
| Affiance Financial, LLC | History | New | 15,419 | 694 | 0.11% | — | 108 | +15,419 | New | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,229 | 686 | 0.0% | 0.0% | 109 | -4,121 | -21.3% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,167 | 683 | 0.0% | 0.0% | 110 | +4,832 | 46.75% | Q1 2026 | Apr 24, 2026 |
| SK Wealth Management, LLC | History | Reduced | 14,704 | 670 | 0.19% | 0.21% | 111 | -921 | -5.89% | Q1 2026 | May 06, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 14,471 | 652 | 0.18% | 0.18% | 112 | -849 | -5.54% | Q1 2026 | Apr 29, 2026 |
| McCartney Wealth Management LLC | History | Added to | 14,451 | 651 | 0.55% | 0.56% | 113 | +5 | 0.03% | Q1 2026 | May 11, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 14,411 | 649 | 0.38% | 0.4% | 114 | -23 | -0.16% | Q1 2026 | Apr 21, 2026 |
| Bensler, LLC | History | Added to | 14,384 | 648 | 0.07% | 0.05% | 115 | +2,148 | 17.55% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 14,099 | 635 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 14,035 | 632 | 0.0% | 0.0% | 117 | +1,248 | 9.76% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,648 | 614 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 13,580 | 611 | 0.32% | 0.35% | 119 | -543 | -3.84% | Q1 2026 | Apr 23, 2026 |
| Destination Wealth Management | History | No change | 13,414 | 604 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 12,355 | 556 | 0.04% | 0.04% | 121 | -92 | -0.74% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | No change | 12,137 | 546 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Painted Porch Advisors LLC | History | Reduced | 11,620 | 523 | 0.25% | 0.24% | 123 | -1,722 | -12.91% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 11,401 | 513 | 0.04% | 0.06% | 124 | +3,683 | 47.72% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,960 | 493 | 0.0% | 0.0% | 125 | +58 | 0.53% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 48,248 | 492 | 0.02% | 0.01% | 126 | -18,840 | -28.08% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 10,906 | 491 | 0.0% | — | 128 | +10,906 | New | Q1 2026 | Apr 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,910 | 491 | 0.0% | 0.0% | 127 | -1,492 | -12.03% | Q1 2026 | May 13, 2026 |
| Falcon Wealth Planning | History | Reduced | 10,589 | 477 | 0.03% | 0.04% | 129 | -642 | -5.72% | Q1 2026 | Apr 20, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 10,482 | 472 | 0.05% | 0.05% | 130 | +284 | 2.78% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,435 | 470 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,239 | 461 | 0.01% | 0.02% | 132 | -5,317 | -34.18% | Q1 2026 | Apr 08, 2026 |
| Carr Financial Group Corp | History | No change | 10,219 | 460 | 0.12% | 0.12% | 133 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 10,147 | 457 | 0.11% | 0.11% | 134 | +425 | 4.37% | Q1 2026 | May 01, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 10,075 | 453 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 9,818 | 442 | 0.05% | 0.05% | 136 | +210 | 2.19% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,647 | 434 | 0.01% | 0.01% | 137 | +1,555 | 19.22% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 9,585 | 431 | 0.0% | 0.01% | 138 | -9,835 | -50.64% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,576 | 431 | 0.0% | 0.0% | 139 | +3,647 | 61.51% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,498 | 428 | 0.0% | 0.0% | 140 | -6,353 | -40.08% | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 9,473 | 426 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,681 | 424 | 0.01% | 0.01% | 142 | -863 | -9.04% | Q1 2026 | May 04, 2026 |
| Capasso Planning Partners LLC | History | No change | 9,482 | 423 | 0.23% | 0.23% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 9,198 | 414 | 0.08% | 0.08% | 144 | -125 | -1.34% | Q1 2026 | Apr 09, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 9,127 | 411 | 0.24% | 0.24% | 145 | +4,071 | 80.52% | Q1 2026 | Apr 16, 2026 |
| ANB BANK | History | New | 9,030 | 406 | 0.16% | — | 146 | +9,030 | New | Q1 2026 | May 06, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 8,935 | 402 | 0.02% | 0.02% | 147 | -46 | -0.51% | Q1 2026 | Apr 29, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 8,700 | 392 | 0.02% | 0.02% | 148 | -95 | -1.08% | Q1 2026 | Apr 09, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 8,591 | 387 | 0.27% | 0.28% | 149 | -358 | -4.0% | Q1 2026 | May 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 8,555 | 385 | 0.19% | 0.2% | 150 | -745 | -8.01% | Q1 2026 | May 07, 2026 |
| Ipsen Advisor Group LLC | History | No change | 8,625 | 385 | 0.27% | 0.27% | 151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Management Associates, Inc | History | No change | 8,386 | 377 | 0.09% | 0.08% | 152 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 8,343 | 375 | 0.01% | 0.01% | 154 | -150 | -1.77% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,329 | 375 | 0.01% | 0.01% | 153 | -123 | -1.46% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Added to | 8,256 | 372 | 0.0% | 0.0% | 155 | +333 | 4.2% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Reduced | 8,155 | 367 | 0.06% | 0.04% | 156 | -106 | -1.28% | Q1 2026 | Apr 16, 2026 |
| WEST BANCORPORATION INC | History | No change | 7,986 | 359 | 0.18% | 0.19% | 157 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 7,935 | 357 | 0.05% | 0.22% | 158 | -25,331 | -76.15% | Q1 2026 | Apr 16, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 7,866 | 354 | 0.07% | 0.07% | 160 | -215 | -2.66% | Q1 2026 | Apr 15, 2026 |
| Curtis Advisory Group, LLC | History | No change | 7,870 | 354 | 0.08% | 0.07% | 159 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 7,687 | 346 | 0.0% | 0.0% | 161 | -1,329 | -14.74% | Q1 2026 | Apr 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 7,662 | 345 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| New Insight Wealth Advisors | History | Reduced | 7,656 | 344 | 0.12% | 0.13% | 163 | -728 | -8.68% | Q1 2026 | May 07, 2026 |
| CGC Financial Services, LLC | History | Added to | 7,399 | 333 | 0.1% | 0.09% | 164 | +179 | 2.48% | Q1 2026 | Apr 13, 2026 |
| Smart Portfolios, LLC | History | Added to | 7,389 | 332 | 0.33% | 0.32% | 165 | +177 | 2.45% | Q1 2026 | May 01, 2026 |
| Values Added Financial LLC | History | Reduced | 7,360 | 331 | 0.14% | 0.14% | 166 | -249 | -3.27% | Q1 2026 | Apr 20, 2026 |
| LexAurum Advisors, LLC | History | New | 7,326 | 330 | 0.04% | — | 167 | +7,326 | New | Q1 2026 | Apr 13, 2026 |
| Capital Advantage, Inc. | History | Added to | 7,249 | 326 | 0.04% | 0.04% | 168 | +355 | 5.15% | Q1 2026 | Apr 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 7,126 | 321 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harrington Investments, INC | History | Reduced | 7,104 | 320 | 0.17% | 0.17% | 170 | -400 | -5.33% | Q1 2026 | Apr 13, 2026 |
| Trust Co | History | Reduced | 7,074 | 318 | 0.03% | 0.03% | 171 | -819 | -10.38% | Q1 2026 | Apr 13, 2026 |
| Livet Wealth, LLC | History | No change | 7,076 | 318 | 0.2% | 0.19% | 172 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PFG Advisors | History | Reduced | 7,012 | 315 | 0.02% | 0.02% | 173 | -329 | -4.48% | Q1 2026 | May 05, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 6,939 | 312 | 0.2% | 0.21% | 174 | -235 | -3.28% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,675 | 300 | 0.0% | 0.0% | 175 | -1,869 | -21.88% | Q1 2026 | May 04, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 6,391 | 287 | 0.21% | 0.25% | 176 | -465 | -6.78% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,088 | 276 | 0.0% | 0.0% | 177 | -205 | -3.26% | Q1 2026 | Apr 07, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 6,103 | 275 | 0.04% | 0.04% | 178 | -25 | -0.41% | Q1 2026 | Apr 27, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,510 | 268 | 0.01% | 0.01% | 179 | -604 | -9.88% | Q1 2026 | May 14, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,887 | 265 | 0.08% | 0.08% | 180 | -550 | -8.54% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 5,800 | 261 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,757 | 259 | 0.0% | 0.0% | 182 | -4,179 | -42.06% | Q1 2026 | May 14, 2026 |
| Columbia River Financial Group, LLC | History | No change | 5,682 | 256 | 0.15% | 0.16% | 183 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 5,176 | 253 | 0.19% | 0.2% | 184 | +125 | 2.47% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | New | 5,522 | 248 | 0.01% | — | 185 | +5,522 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 5,522 | 248 | 0.03% | — | 186 | +5,522 | New | Q1 2026 | Apr 28, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 5,400 | 243 | 0.13% | — | 188 | +5,400 | New | Q1 2026 | May 08, 2026 |
| McAdam, LLC | History | Reduced | 5,405 | 243 | 0.01% | 0.01% | 187 | -79 | -1.44% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | New | 5,384 | 242 | 0.0% | — | 190 | +5,384 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 5,384 | 242 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 5,305 | 239 | 0.09% | 0.09% | 191 | -490 | -8.46% | Q1 2026 | May 12, 2026 |
| Financial Insights, Inc. | History | Reduced | 5,250 | 236 | 0.08% | 0.08% | 192 | -10 | -0.19% | Q1 2026 | May 18, 2026 |
| ARROW FINANCIAL CORP | History | No change | 5,150 | 232 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CWC Advisors, LLC. | History | No change | 5,158 | 232 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 5,084 | 229 | 0.1% | — | 195 | +5,084 | New | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 5,076 | 228 | 0.06% | 0.06% | 196 | -131 | -2.52% | Q1 2026 | Apr 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 5,035 | 226 | 0.04% | 0.04% | 197 | -904 | -15.22% | Q1 2026 | May 20, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 5,004 | 225 | 0.16% | 0.17% | 198 | -136 | -2.65% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 4,920 | 221 | 0.01% | 0.01% | 199 | +1,711 | 53.32% | Q1 2026 | Apr 28, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 4,886 | 220 | 0.02% | 0.03% | 200 | -1,906 | -28.06% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 4,821 | 217 | 0.02% | 0.02% | 201 | -467 | -8.83% | Q1 2026 | Apr 08, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 4,804 | 216 | 0.07% | 0.08% | 202 | +83 | 1.76% | Q1 2026 | May 04, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,775 | 215 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 4,725 | 212 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 4,662 | 210 | 0.01% | — | 205 | +4,662 | New | Q1 2026 | May 21, 2026 |
| Petros Family Wealth, LLC | History | New | 4,659 | 209 | 0.15% | — | 206 | +4,659 | New | Q1 2026 | Apr 24, 2026 |
| Continuum Advisory, LLC | History | No change | 4,506 | 203 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 4,108 | 185 | 0.08% | 0.08% | 208 | -331 | -7.46% | Q1 2026 | May 01, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 4,034 | 181 | 0.15% | 0.15% | 209 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,775 | 170 | 0.01% | 0.01% | 210 | -680 | -15.26% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | Added to | 3,244 | 159 | 0.02% | 0.01% | 211 | +1,551 | 91.61% | Q1 2026 | May 14, 2026 |
| Evergreen Private Wealth LLC | History | Reduced | 3,291 | 148 | 0.06% | 0.21% | 212 | -8,732 | -72.63% | Q1 2026 | Apr 28, 2026 |
| Arkos Global Advisors | History | New | 3,277 | 148 | 0.02% | — | 213 | +3,277 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 3,231 | 145 | 0.01% | — | 214 | +3,231 | New | Q1 2026 | May 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,197 | 144 | 0.0% | 0.0% | 215 | +44 | 1.4% | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | No change | 3,203 | 144 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,966 | 133 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 2,936 | 132 | 0.0% | 0.0% | 218 | +335 | 12.88% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 2,868 | 129 | 0.01% | 0.01% | 219 | -30 | -1.04% | Q1 2026 | May 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,774 | 124 | 0.0% | 0.0% | 220 | +274 | 10.96% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,534 | 114 | 0.0% | 0.01% | 221 | -18,171 | -87.76% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,542 | 114 | 0.0% | 0.0% | 222 | +225 | 9.71% | Q1 2026 | May 08, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 2,507 | 112 | 0.07% | 0.07% | 223 | -204 | -7.52% | Q1 2026 | Apr 30, 2026 |
| Walsh & Associates, LLC | History | Added to | 2,310 | 104 | 0.1% | 0.09% | 224 | +300 | 14.93% | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 2,000 | 89 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,870 | 84 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,625 | 78 | 0.0% | 0.0% | 227 | +1,170 | 257.14% | Q1 2026 | May 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,689 | 76 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | No change | 1,694 | 76 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | No change | 1,505 | 67 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,455 | 65 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,431 | 64 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,358 | 59 | 0.0% | 0.0% | 233 | +407 | 42.8% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,028 | 46 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 933 | 42 | 0.04% | — | 235 | +933 | New | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 856 | 38 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 831 | 37 | 0.0% | — | 237 | +831 | New | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 578 | 26 | 0.0% | 0.0% | 238 | +122 | 26.75% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 578 | 25 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 540 | 24 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MOTCO | History | No change | 489 | 22 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Winthrop Capital Management, LLC | History | No change | 452 | 20 | 0.01% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 410 | 18 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 18 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Timmons Wealth Management, LLC | History | No change | 378 | 17 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 375 | 16 | 0.0% | — | 246 | +375 | New | Q1 2026 | May 01, 2026 |
| Orion Capital Management LLC | History | Added to | 347 | 15 | 0.01% | 0.0% | 248 | +175 | 101.74% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 340 | 15 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 334 | 15 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 341 | 15 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 320 | 14 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 322 | 14 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crewe Advisors LLC | History | No change | 329 | 14 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 291 | 12 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 250 | 11 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hanson & Doremus Investment Management | History | No change | 227 | 10 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CITIGROUP INC | History | Added to | 198 | 8 | 0.0% | 0.0% | 257 | +173 | 692.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 121 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | No change | 101 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 77 | 3 | 0.0% | — | 261 | +77 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | New | 67 | 3 | 0.0% | — | 262 | +67 | New | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 71 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | New | 55 | 2 | 0.0% | — | 263 | +55 | New | Q1 2026 | Apr 24, 2026 |
| True Link Financial Advisors, LLC | History | New | 43 | 1 | 0.0% | — | 268 | +43 | New | Q1 2026 | Apr 29, 2026 |
| BALLAST ADVISORS LLC | History | New | 25 | 1 | 0.0% | — | 267 | +25 | New | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 18 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | No change | 37 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 4.59% | — | -124,591 | -100.0% | Q1 2026 | May 20, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -42,417 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,885 | -100.0% | Q1 2026 | May 15, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Closed out | 0 | 0 | — | 0.32% | — | -12,969 | -100.0% | Q1 2026 | May 07, 2026 |
| Per Stirling Capital Management, LLC. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,334 | -100.0% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,794 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -5,447 | -100.0% | Q1 2026 | May 15, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,871 | -100.0% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,469 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,085 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,392 | -100.0% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Davis Capital Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |