VanEck Merk Gold ETF - OUNZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | Added to | 3,817,539 | 171,980 | 0.13% | 0.06% | 1 | +1,973,385 | 107.01% | Q1 2026 | May 15, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 3,433,212 | 154,666 | 23.01% | 23.39% | 2 | -238,208 | -6.49% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 3,241,811 | 146,043 | 0.04% | 0.04% | 3 | +51,122 | 1.6% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,298,740 | 58,508 | 0.02% | 0.01% | 4 | +582,203 | 81.25% | Q1 2026 | May 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | Added to | 1,336,957 | 55,457 | 5.1% | 4.99% | 5 | +924 | 0.07% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,039,375 | 46,823 | 0.01% | 0.01% | 6 | +277,218 | 36.37% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 976,870 | 44,007 | 0.05% | 0.05% | 7 | -88,791 | -8.33% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 802,105 | 36,134 | 0.01% | 0.01% | 8 | +12,522 | 1.59% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Added to | 763,076 | 34,330 | 3.8% | 4.6% | 9 | +13,574 | 1.81% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 707,350 | 31,866 | 0.08% | 0.08% | 10 | -1,468 | -0.21% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 543,585 | 24,917 | 0.43% | 0.43% | 11 | -24,964 | -4.39% | Q1 2026 | May 14, 2026 |
| Drake & Associates, LLC | History | Added to | 510,226 | 22,985 | 4.38% | 3.98% | 12 | +28,496 | 5.92% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 446,086 | 20,096 | 0.11% | 0.0% | 13 | +437,945 | 5379.5% | Q1 2026 | May 13, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 437,527 | 19,710 | 9.41% | 11.16% | 14 | +429,416 | 5294.24% | Q1 2026 | May 06, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 386,587 | 17,441 | 1.73% | 1.84% | 15 | -11,483 | -2.88% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 374,587 | 16,875 | 0.02% | 0.02% | 16 | +1,105 | 0.3% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 355,749 | 16,026 | 0.04% | 0.04% | 17 | -58,699 | -14.16% | Q1 2026 | May 04, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 353,101 | 15,907 | 1.08% | 0.04% | 18 | +337,720 | 2195.7% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 345,793 | 15,546 | 0.03% | 0.04% | 19 | -308,918 | -47.18% | Q1 2026 | Apr 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 323,003 | 14,551 | 1.06% | 0.96% | 20 | -16,810 | -4.95% | Q1 2026 | Apr 20, 2026 |
| Security National Bank | History | Added to | 283,026 | 12,750 | 1.86% | 1.59% | 21 | +15,601 | 5.83% | Q1 2026 | Apr 16, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 273,228 | 12,308 | 7.63% | 8.55% | 22 | -25,484 | -8.53% | Q1 2026 | May 11, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 267,716 | 12,060 | 1.26% | 1.26% | 23 | -60,579 | -18.45% | Q1 2026 | May 06, 2026 |
| Solstein Capital, LLC | History | Added to | 259,954 | 11,710 | 4.81% | 4.26% | 24 | +4,048 | 1.58% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Added to | 259,375 | 11,685 | 0.48% | 0.2% | 25 | +136,598 | 111.26% | Q1 2026 | May 14, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 252,686 | 11,383 | 4.69% | 2.93% | 26 | +72,844 | 40.5% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 252,292 | 11,365 | 0.06% | 0.06% | 27 | -15,150 | -5.66% | Q1 2026 | May 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 250,987 | 11,306 | 0.44% | 0.41% | 28 | -13,214 | -5.0% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 246,201 | 11,091 | 0.02% | 0.02% | 29 | -159,805 | -39.36% | Q1 2026 | May 15, 2026 |
| Smart Money Group LLC | History | Added to | 238,905 | 10,762 | 3.13% | 2.84% | 30 | +4,443 | 1.89% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 231,641 | 10,435 | 0.58% | 0.55% | 31 | -6,511 | -2.73% | Q1 2026 | Apr 30, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 230,079 | 10,365 | 4.5% | 4.26% | 32 | -3,212 | -1.38% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 205,694 | 9,266 | 0.12% | 0.11% | 33 | +14,427 | 7.54% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 182,616 | 8,226 | 0.66% | 0.55% | 34 | +12,926 | 7.62% | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 176,906 | 7,969 | 2.83% | 2.74% | 35 | -9,283 | -4.99% | Q1 2026 | Apr 22, 2026 |
| PDS Planning, Inc | History | No change | 167,778 | 7,558 | 0.5% | 0.46% | 36 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 166,147 | 7,484 | 0.96% | 1.0% | 37 | -19,388 | -10.45% | Q1 2026 | May 04, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 163,191 | 7,351 | 4.08% | 3.73% | 38 | +8,526 | 5.51% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 159,292 | 7,301 | 0.07% | 0.08% | 39 | -24,094 | -13.14% | Q1 2026 | Apr 07, 2026 |
| Forum Financial Management, LP | History | No change | 160,123 | 7,213 | 0.1% | 0.09% | 40 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 146,727 | 6,610 | 2.99% | 3.07% | 41 | -92 | -0.06% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 140,136 | 6,313 | 0.08% | 0.08% | 42 | +5,452 | 4.05% | Q1 2026 | Apr 23, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 138,452 | 6,237 | 3.86% | 3.31% | 43 | +2,379 | 1.75% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 147,284 | 6,109 | 0.39% | 0.39% | 44 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 134,561 | 6,061 | 0.01% | 0.01% | 45 | +7,457 | 5.87% | Q1 2026 | Apr 27, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | Reduced | 131,271 | 5,913 | 5.16% | 4.5% | 46 | -1,452 | -1.09% | Q1 2026 | May 01, 2026 |
| Guild Investment Management, Inc. | History | Reduced | 122,930 | 5,537 | 3.96% | 4.45% | 47 | -21,760 | -15.04% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 115,092 | 5,185 | 0.25% | 0.2% | 48 | +9,688 | 9.19% | Q1 2026 | May 18, 2026 |
| Plan Group Financial, LLC | History | Added to | 110,775 | 4,990 | 1.17% | 1.15% | 49 | +3,525 | 3.29% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 109,194 | 4,919 | 0.18% | 0.17% | 50 | -465 | -0.42% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | New | 106,610 | 4,802 | 0.05% | — | 51 | +106,610 | New | Q1 2026 | Apr 16, 2026 |
| Quadrature Capital Ltd | History | New | 99,805 | 4,496 | 0.05% | — | 52 | +99,805 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 99,730 | 4,492 | 0.0% | 0.0% | 53 | +94,770 | 1910.69% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 96,180 | 4,332 | 0.25% | 0.26% | 54 | -9,016 | -8.57% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 95,092 | 4,283 | 0.05% | 0.04% | 55 | +1,991 | 2.14% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 94,640 | 4,263 | 0.01% | 0.01% | 56 | +1,308 | 1.4% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 99,304 | 4,133 | 0.03% | 0.02% | 57 | +14,285 | 16.8% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 89,476 | 4,030 | 0.04% | — | 58 | +89,476 | New | Q1 2026 | May 12, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 86,355 | 3,890 | 2.34% | 2.03% | 59 | +4,436 | 5.42% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 85,255 | 3,840 | 0.04% | 0.05% | 60 | -12,437 | -12.73% | Q1 2026 | May 05, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 83,245 | 3,750 | 0.28% | 0.19% | 61 | +21,450 | 34.71% | Q1 2026 | May 07, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 80,503 | 3,626 | 1.91% | 1.37% | 62 | -6,293 | -7.25% | Q1 2026 | May 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 78,171 | 3,521 | 0.4% | 0.36% | 63 | -665 | -0.84% | Q1 2026 | Apr 16, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 76,221 | 3,433 | 1.8% | — | 64 | +76,221 | New | Q1 2026 | Apr 21, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 72,402 | 3,255 | 1.75% | 1.83% | 65 | -185 | -0.25% | Q1 2026 | May 06, 2026 |
| Summit Financial, LLC | History | Reduced | 69,410 | 3,126 | 0.04% | 0.05% | 66 | -16,336 | -19.05% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 69,122 | 3,113 | 0.06% | 0.06% | 67 | -11,603 | -14.37% | Q1 2026 | May 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 66,396 | 2,991 | 0.0% | 0.0% | 68 | -10,379 | -13.52% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 64,539 | 2,907 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 63,614 | 2,865 | 0.0% | 0.0% | 70 | -3,066 | -4.6% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 63,584 | 2,864 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 65,872 | 2,860 | 0.95% | 0.91% | 72 | -955 | -1.43% | Q1 2026 | Apr 27, 2026 |
| RDA Financial Network | History | Reduced | 63,446 | 2,858 | 0.72% | 0.65% | 73 | -1,427 | -2.2% | Q1 2026 | Apr 08, 2026 |
| Procyon Advisors, LLC | History | Added to | 59,762 | 2,692 | 0.13% | 0.07% | 74 | +25,784 | 75.88% | Q1 2026 | May 04, 2026 |
| My Portfolio Guide, LLC | History | New | 59,075 | 2,661 | 1.47% | — | 75 | +59,075 | New | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 57,939 | 2,653 | 0.32% | 0.26% | 76 | +11,238 | 24.06% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Added to | 57,808 | 2,604 | 0.07% | 0.05% | 77 | +9,219 | 18.97% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | New | 57,313 | 2,581 | 0.06% | — | 78 | +57,313 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 56,437 | 2,542 | 0.0% | — | 79 | +56,437 | New | Q1 2026 | May 01, 2026 |
| Terra Nova Asset Management LLC | History | No change | 55,695 | 2,509 | 1.86% | 1.52% | 80 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 52,667 | 2,372 | 0.0% | — | 81 | +52,667 | New | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 52,471 | 2,363 | 0.03% | 0.02% | 82 | +11,029 | 26.61% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 52,309 | 2,356 | 0.0% | 0.0% | 83 | -6,019 | -10.32% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 51,863 | 2,336 | 0.26% | 0.03% | 84 | +46,010 | 786.09% | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Added to | 51,423 | 2,316 | 0.0% | 0.0% | 85 | +251 | 0.49% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 49,393 | 2,225 | 0.03% | 0.03% | 86 | +401 | 0.82% | Q1 2026 | May 11, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 48,547 | 2,187 | 1.21% | 1.11% | 87 | -363 | -0.74% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 48,953 | 2,030 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SPROTT INC. | History | No change | 44,583 | 2,008 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Line Capital, LLC / IL | History | New | 43,314 | 1,951 | 2.21% | — | 91 | +43,314 | New | Q1 2026 | May 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 43,352 | 1,951 | 0.26% | 0.25% | 90 | +229 | 0.53% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 42,332 | 1,907 | 0.01% | 0.01% | 92 | +2,866 | 7.26% | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 41,445 | 1,867 | 0.2% | 0.25% | 93 | -14,171 | -25.48% | Q1 2026 | May 04, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 41,093 | 1,851 | 0.15% | 0.13% | 94 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 39,664 | 1,786 | 0.0% | 0.0% | 95 | +27,864 | 236.14% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Added to | 39,318 | 1,771 | 0.91% | 0.75% | 96 | +2,980 | 8.2% | Q1 2026 | May 01, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 38,725 | 1,744 | 0.21% | 0.19% | 97 | +620 | 1.63% | Q1 2026 | Apr 23, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 18,806 | 1,725 | 0.28% | — | 98 | +18,806 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 37,817 | 1,703 | 0.02% | 0.02% | 99 | -702 | -1.82% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 39,189 | 1,701 | 0.0% | 0.0% | 100 | -373,133 | -90.5% | Q1 2026 | May 13, 2026 |
| Peck Wealth Management, LLC | History | Reduced | 37,250 | 1,678 | 1.68% | 1.47% | 101 | -250 | -0.67% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 37,182 | 1,675 | 0.0% | 0.0% | 102 | +4,339 | 13.21% | Q1 2026 | May 14, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 37,000 | 1,666 | 0.23% | 0.19% | 103 | -2,095 | -5.36% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 36,470 | 1,642 | 0.0% | 0.01% | 104 | -61,630 | -62.82% | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | New | 35,750 | 1,610 | 0.15% | — | 105 | +35,750 | New | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 35,675 | 1,607 | 0.26% | 0.16% | 106 | +6,908 | 24.01% | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 34,530 | 1,555 | 0.11% | 0.09% | 107 | +745 | 2.21% | Q1 2026 | May 05, 2026 |
| Merk Investments LLC | History | Added to | 34,200 | 1,540 | 0.42% | 0.26% | 108 | +11,333 | 49.56% | Q1 2026 | May 15, 2026 |
| CWC Advisors, LLC. | History | Added to | 33,266 | 1,498 | 0.71% | 0.64% | 109 | +1,313 | 4.11% | Q1 2026 | Apr 16, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 33,000 | 1,486 | 0.18% | 0.18% | 110 | -4,000 | -10.81% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | No change | 31,162 | 1,403 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 30,112 | 1,356 | 0.02% | — | 112 | +30,112 | New | Q1 2026 | May 12, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 29,464 | 1,327 | 0.73% | 1.04% | 113 | -16,609 | -36.05% | Q1 2026 | Apr 28, 2026 |
| Waterloo Capital, L.P. | History | New | 29,118 | 1,311 | 0.09% | — | 114 | +29,118 | New | Q1 2026 | May 12, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 28,988 | 1,305 | 0.19% | 0.29% | 115 | -15,737 | -35.19% | Q1 2026 | May 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 28,590 | 1,287 | 0.14% | 0.12% | 116 | +1,430 | 5.27% | Q1 2026 | Apr 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 28,456 | 1,281 | 0.68% | 0.59% | 117 | +2,807 | 10.94% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 28,136 | 1,267 | 0.01% | 0.01% | 118 | -1,600 | -5.38% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 27,816 | 1,253 | 0.01% | — | 119 | +27,816 | New | Q1 2026 | May 15, 2026 |
| Banco BTG Pactual S.A. | History | New | 27,796 | 1,252 | 0.11% | — | 120 | +27,796 | New | Q1 2026 | May 12, 2026 |
| Continuum Advisory, LLC | History | Added to | 27,503 | 1,239 | 0.12% | 0.06% | 121 | +11,865 | 75.87% | Q1 2026 | Apr 22, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 27,410 | 1,234 | 0.81% | 0.59% | 122 | +5,950 | 27.73% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,064 | 1,219 | 0.01% | 0.0% | 123 | +19,280 | 247.69% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 25,807 | 1,162 | 0.09% | — | 124 | +25,807 | New | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 25,525 | 1,149 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NewSquare Capital LLC | History | New | 25,500 | 1,148 | 0.1% | — | 126 | +25,500 | New | Q1 2026 | May 08, 2026 |
| Cadence Bank | History | No change | 27,606 | 1,145 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 24,997 | 1,126 | 0.25% | 0.19% | 128 | +4,159 | 19.96% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,574 | 1,107 | 0.0% | 0.0% | 129 | +11,783 | 92.12% | Q1 2026 | Apr 30, 2026 |
| Pioneer Family Office, LLC | History | Added to | 24,360 | 1,097 | 0.7% | 0.38% | 130 | +10,870 | 80.58% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 23,966 | 1,079 | 0.01% | 0.01% | 131 | -1,349 | -5.33% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 23,466 | 1,057 | 0.01% | 0.01% | 132 | -925 | -3.79% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,137 | 1,042 | 0.0% | 0.0% | 133 | +7,242 | 45.56% | Q1 2026 | May 15, 2026 |
| Wealth Quarterback LLC | History | Added to | 22,853 | 1,029 | 0.41% | 0.31% | 134 | +2,079 | 10.01% | Q1 2026 | Apr 09, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 22,739 | 1,024 | 0.26% | 0.24% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 22,526 | 1,014 | 0.0% | 0.0% | 136 | +644 | 2.94% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 22,288 | 1,004 | 0.0% | — | 137 | +22,288 | New | Q1 2026 | May 01, 2026 |
| ORG Partners LLC | History | No change | 23,614 | 979 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 21,371 | 962 | 0.27% | 0.24% | 139 | +355 | 1.69% | Q1 2026 | May 11, 2026 |
| BankChampaign, National Association | History | Added to | 20,804 | 937 | 0.93% | 0.85% | 140 | +20,346 | 4442.36% | Q1 2026 | May 21, 2026 |
| PW Nova Financial Services LLC | History | New | 20,721 | 933 | 0.23% | — | 141 | +20,721 | New | Q1 2026 | Apr 15, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 20,596 | 927 | 0.26% | 0.23% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 20,164 | 914 | 0.02% | 0.03% | 143 | +4,935 | 32.41% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 21,957 | 910 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 19,950 | 898 | 0.6% | 0.46% | 145 | +1,250 | 6.68% | Q1 2026 | Apr 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,849 | 894 | 0.0% | 0.0% | 146 | +3,581 | 22.01% | Q1 2026 | May 08, 2026 |
| Texas Yale Capital Corp. | History | No change | 19,100 | 860 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Invst, LLC | History | Added to | 18,435 | 830 | 0.09% | 0.06% | 148 | +5,179 | 39.07% | Q1 2026 | May 13, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 18,287 | 823 | 0.11% | 0.12% | 149 | -357 | -1.91% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 17,121 | 771 | 0.0% | 0.0% | 150 | +5,400 | 46.07% | Q1 2026 | May 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 17,075 | 769 | 0.11% | 0.04% | 151 | +9,165 | 115.87% | Q1 2026 | May 04, 2026 |
| Maridea Wealth Management LLC | History | Added to | 16,275 | 733 | 0.11% | 0.09% | 152 | +1,738 | 11.96% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,275 | 688 | 0.0% | 0.0% | 153 | -3,877 | -20.24% | Q1 2026 | Apr 22, 2026 |
| Sovran Advisors, LLC | History | New | 15,202 | 674 | 0.05% | — | 154 | +15,202 | New | Q1 2026 | May 01, 2026 |
| Beacon Bank & Trust | History | Added to | 14,623 | 658 | 0.13% | 0.09% | 155 | +3,320 | 29.37% | Q1 2026 | Apr 28, 2026 |
| PFG Advisors | History | Added to | 14,507 | 653 | 0.03% | 0.03% | 156 | +1,628 | 12.64% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | No change | 13,876 | 625 | 0.03% | 0.04% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 13,842 | 623 | 0.12% | 0.13% | 158 | -645 | -4.45% | Q1 2026 | Apr 09, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 13,635 | 614 | 0.1% | 0.09% | 159 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| M Holdings Securities, Inc. | History | Added to | 13,402 | 608 | 0.04% | 0.03% | 160 | +1,873 | 16.25% | Q1 2026 | May 12, 2026 |
| Oliver Luxxe Assets LLC | History | No change | 13,435 | 605 | 0.09% | 0.08% | 161 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 13,405 | 603 | 0.35% | 0.38% | 162 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | No change | 13,370 | 602 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 13,335 | 600 | 0.04% | 0.04% | 164 | -170 | -1.26% | Q1 2026 | May 05, 2026 |
| Wick Capital Partners, LLC | History | No change | 13,340 | 600 | 0.11% | 0.1% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 12,991 | 585 | 0.0% | 0.0% | 166 | +3,115 | 31.54% | Q1 2026 | May 15, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 12,900 | 581 | 0.2% | 0.06% | 167 | +6,700 | 108.06% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 12,882 | 580 | 0.02% | 0.03% | 168 | +7,071 | 121.68% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | No change | 12,818 | 577 | 0.08% | 0.07% | 169 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,621 | 568 | 0.0% | 0.0% | 170 | -538 | -4.09% | Q1 2026 | Jun 02, 2026 |
| GWN SECURITIES INC. | History | Added to | 12,137 | 546 | 0.1% | 0.05% | 171 | +6,537 | 116.73% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,100 | 545 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| WHITTIER TRUST CO | History | Reduced | 12,042 | 539 | 0.01% | 0.01% | 173 | -1,389 | -10.34% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,814 | 532 | 0.0% | 0.0% | 174 | +3,718 | 45.92% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 11,734 | 528 | 0.01% | 0.01% | 175 | -2,214 | -15.87% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,549 | 526 | 0.01% | 0.01% | 176 | -765 | -6.21% | Q1 2026 | May 04, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 11,670 | 525 | 0.26% | 0.14% | 177 | +5,155 | 79.13% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 11,400 | 513 | 0.0% | 0.0% | 178 | -500 | -4.2% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 11,344 | 511 | 0.01% | — | 179 | +11,344 | New | Q1 2026 | May 13, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 11,280 | 508 | 0.09% | — | 180 | +11,280 | New | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Added to | 11,253 | 506 | 0.03% | 0.03% | 181 | +1,450 | 14.79% | Q1 2026 | May 13, 2026 |
| MATAURO, LLC | History | New | 11,125 | 501 | 0.07% | — | 182 | +11,125 | New | Q1 2026 | Apr 22, 2026 |
| Destiny Capital Corp/CO | History | No change | 11,060 | 498 | 0.27% | 0.24% | 183 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10,350 | 466 | 0.0% | 0.0% | 184 | -197 | -1.87% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 10,355 | 466 | 0.01% | 0.02% | 185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,295 | 463 | 0.02% | 0.02% | 186 | +452 | 4.59% | Q1 2026 | Apr 28, 2026 |
| Veracity Capital LLC | History | Added to | 10,088 | 454 | 0.16% | 0.12% | 187 | +228 | 2.31% | Q1 2026 | Apr 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 10,011 | 450 | 0.0% | — | 189 | +10,011 | New | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | Added to | 10,000 | 450 | 0.04% | 0.02% | 188 | +5,000 | 100.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 9,759 | 439 | 0.01% | 0.01% | 190 | -24 | -0.25% | Q1 2026 | May 07, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 9,571 | 431 | 0.03% | 0.02% | 191 | +2,072 | 27.63% | Q1 2026 | Apr 08, 2026 |
| Belvedere Trading LLC | History | Added to | 9,500 | 427 | 0.0% | 0.0% | 192 | +500 | 5.56% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,245 | 416 | 0.01% | 0.01% | 193 | +463 | 5.27% | Q1 2026 | May 14, 2026 |
| Regent Peak Wealth Advisors LLC | History | New | 9,054 | 407 | 0.08% | — | 195 | +9,054 | New | Q1 2026 | Apr 14, 2026 |
| Laidlaw Wealth Management LLC | History | New | 9,047 | 407 | 1.41% | — | 194 | +9,047 | New | Q1 2026 | May 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 8,977 | 404 | 0.03% | 0.02% | 196 | +2,299 | 34.43% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 8,604 | 387 | 0.03% | 0.03% | 197 | -76 | -0.88% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | New | 8,458 | 381 | 0.02% | — | 198 | +8,458 | New | Q1 2026 | Apr 29, 2026 |
| Apollon Wealth Management, LLC | History | New | 8,352 | 376 | 0.01% | — | 199 | +8,352 | New | Q1 2026 | Apr 22, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 8,268 | 372 | 0.33% | 0.33% | 200 | -688 | -7.68% | Q1 2026 | May 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 8,236 | 371 | 0.2% | 0.19% | 201 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 8,078 | 363 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Retirement Planning Group, LLC | History | New | 7,803 | 351 | 0.01% | — | 203 | +7,803 | New | Q1 2026 | May 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 7,520 | 338 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | No change | 7,478 | 336 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| M Wealth Management, LLC | History | No change | 7,373 | 332 | 0.28% | 0.27% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 7,326 | 330 | 0.01% | 0.0% | 207 | +1,642 | 28.89% | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | Added to | 7,050 | 317 | 0.09% | 0.1% | 208 | +165 | 2.4% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,900 | 310 | 0.0% | — | 209 | +6,900 | New | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 6,795 | 306 | 0.0% | 0.0% | 210 | -155 | -2.23% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 7,000 | 304 | 0.0% | 0.0% | 211 | -500 | -6.67% | Q1 2026 | May 06, 2026 |
| Wealth Management Associates, Inc. | History | No change | 6,755 | 304 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 6,691 | 301 | 0.0% | — | 213 | +6,691 | New | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 6,642 | 299 | 0.01% | 0.04% | 214 | -24,080 | -78.38% | Q1 2026 | May 15, 2026 |
| Reliant Wealth Planning | History | No change | 6,392 | 287 | 0.09% | 0.08% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 6,910 | 286 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Edge Financial Advisors LLC | History | No change | 6,804 | 282 | 0.12% | 0.12% | 217 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,221 | 280 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| L & S Advisors Inc | History | Added to | 6,085 | 274 | 0.03% | 0.02% | 219 | +535 | 9.64% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 6,100 | 274 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,946 | 267 | 0.0% | 0.0% | 221 | +690 | 13.13% | Q1 2026 | Apr 24, 2026 |
| RS CRUM INC. | History | No change | 5,860 | 263 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,307 | 261 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 5,777 | 260 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 5,597 | 252 | 0.01% | 0.01% | 225 | -284 | -4.83% | Q1 2026 | May 14, 2026 |
| PCG Wealth Advisors, LLC | History | New | 5,546 | 249 | 0.06% | — | 226 | +5,546 | New | Q1 2026 | Apr 28, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 5,500 | 247 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Shelter Rock Management, LLC | History | Added to | 5,454 | 245 | 0.26% | 0.21% | 228 | +400 | 7.91% | Q1 2026 | Apr 10, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,358 | 241 | 0.02% | — | 229 | +5,358 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,143 | 231 | 0.0% | — | 230 | +5,143 | New | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | New | 5,100 | 229 | 0.02% | — | 232 | +5,100 | New | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 5,100 | 229 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,060 | 227 | 0.0% | 0.0% | 233 | -2,000 | -28.33% | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 5,355 | 222 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | No change | 4,925 | 221 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TTP Investments, Inc. | History | No change | 4,899 | 220 | 0.09% | 0.07% | 236 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ethos Financial Group, LLC | History | New | 4,774 | 215 | 0.02% | — | 237 | +4,774 | New | Q1 2026 | May 05, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | New | 4,675 | 210 | 0.06% | — | 238 | +4,675 | New | Q1 2026 | Apr 09, 2026 |
| SCS Capital Management LLC | History | New | 4,596 | 207 | 0.0% | — | 239 | +4,596 | New | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | New | 4,584 | 207 | 0.0% | — | 240 | +4,584 | New | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 4,550 | 204 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Brooklyn Investment Group | History | New | 4,523 | 203 | 0.01% | — | 242 | +4,523 | New | Q1 2026 | Apr 29, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 4,500 | 202 | 0.0% | 0.0% | 243 | -1,500 | -25.0% | Q1 2026 | May 08, 2026 |
| Performance Wealth Partners, LLC | History | New | 4,449 | 200 | 0.01% | — | 244 | +4,449 | New | Q1 2026 | Apr 10, 2026 |
| Mascoma Wealth Management LLC | History | New | 4,285 | 193 | 0.04% | — | 245 | +4,285 | New | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 3,970 | 178 | 0.0% | 0.0% | 246 | +570 | 16.76% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 3,930 | 177 | 0.05% | — | 247 | +3,930 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,718 | 167 | 0.0% | 0.0% | 248 | +15 | 0.41% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,575 | 160 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 2,722 | 122 | 0.0% | 0.0% | 250 | +44 | 1.64% | Q1 2026 | May 06, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 2,608 | 119 | 0.09% | 0.07% | 251 | +885 | 51.36% | Q1 2026 | Apr 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,355 | 106 | 0.01% | 0.01% | 252 | -373 | -13.67% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,279 | 104 | 0.01% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,165 | 94 | 0.0% | 0.0% | 254 | +2,127 | 5597.37% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,001 | 90 | 0.03% | — | 256 | +2,001 | New | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 90 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,873 | 84 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,747 | 78 | 0.04% | 0.03% | 258 | +85 | 5.11% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,720 | 77 | 0.0% | 0.0% | 259 | -103 | -5.65% | Q1 2026 | May 11, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,702 | 76 | 0.08% | 0.07% | 260 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,620 | 72 | 0.0% | 0.0% | 261 | -392 | -19.48% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,489 | 66 | 0.01% | 0.01% | 262 | -592 | -28.45% | Q1 2026 | May 11, 2026 |
| Scarborough Advisors, LLC | History | New | 1,286 | 57 | 0.01% | — | 263 | +1,286 | New | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,176 | 52 | 0.0% | 0.0% | 264 | +167 | 16.55% | Q1 2026 | Jun 02, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,137 | 51 | 0.0% | — | 266 | +1,137 | New | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,134 | 51 | 0.01% | 0.01% | 265 | -959 | -45.82% | Q1 2026 | Apr 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,070 | 48 | 0.0% | 0.0% | 267 | -4,930 | -82.17% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,075 | 48 | 0.0% | 0.0% | 268 | -785 | -42.2% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 1,029 | 46 | 0.0% | 0.0% | 269 | -1,034 | -50.12% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 931 | 41 | 0.01% | 0.01% | 271 | +81 | 9.53% | Q1 2026 | May 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 911 | 41 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 900 | 40 | 0.03% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 860 | 38 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 800 | 36 | 0.03% | 0.02% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | No change | 749 | 33 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | No change | 722 | 32 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 678 | 30 | 0.0% | 0.0% | 277 | +70 | 11.51% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | New | 500 | 22 | 0.01% | — | 279 | +500 | New | Q1 2026 | Apr 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 500 | 22 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | New | 468 | 21 | 0.0% | — | 280 | +468 | New | Q1 2026 | May 14, 2026 |
| TopTier Wealth Management, LLC | History | New | 442 | 19 | 0.01% | — | 281 | +442 | New | Q1 2026 | May 05, 2026 |
| Bravera Wealth | History | New | 429 | 19 | 0.01% | — | 282 | +429 | New | Q1 2026 | Apr 22, 2026 |
| Ankerstar Wealth, LLC | History | New | 400 | 18 | 0.02% | — | 284 | +400 | New | Q1 2026 | May 13, 2026 |
| Richardson Capital Management LLC | History | No change | 421 | 18 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 325 | 14 | 0.01% | — | 285 | +325 | New | Q1 2026 | May 12, 2026 |
| Noble Wealth Management PBC | History | No change | 226 | 10 | 0.01% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Western Wealth Management, LLC | History | New | 205 | 9 | 0.0% | — | 287 | +205 | New | Q1 2026 | May 19, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 100 | 4 | 0.0% | — | 290 | +100 | New | Q1 2026 | May 15, 2026 |
| BARD ASSOCIATES INC | History | No change | 100 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 95 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | New | 50 | 2 | 0.0% | — | 293 | +50 | New | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 40 | 1 | 0.0% | — | 296 | +40 | New | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | New | 29 | 1 | 0.0% | — | 297 | +29 | New | Q1 2026 | Apr 29, 2026 |
| Hickory Point Bank & Trust | History | New | 29 | 1 | 0.0% | — | 298 | +29 | New | Q1 2026 | Apr 03, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 31 | 1 | 0.0% | 0.0% | 295 | -19 | -38.0% | Q1 2026 | May 15, 2026 |
| Westend Capital Management, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Faithward Advisors, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -124,875 | -100.0% | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -15,943 | -100.0% | Q1 2026 | May 15, 2026 |