abrdn Palladium ETF Trust - PALL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | History | Added to | 820,715 | 18,121 | 0.0% | 0.01% | 1 | +478,855 | 140.07% | Q2 2026 | Sep 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 718,119 | 15,856 | 0.01% | 0.01% | 2 | +579,978 | 419.84% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | Added to | 575,505 | 12,707 | 0.18% | 0.25% | 3 | +455,175 | 378.27% | Q2 2026 | Jul 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 514,184 | 11,353 | 0.0% | 0.0% | 4 | +210,303 | 69.21% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 409,393 | 9,039 | 0.0% | 0.0% | 5 | +318,544 | 350.63% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 310,633 | 6,858 | 0.0% | 0.0% | 6 | +81,552 | 35.6% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 262,966 | 5,806 | 0.0% | 0.0% | 7 | +212,946 | 425.72% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 248,720 | 5,491 | 0.0% | 0.0% | 8 | +185,814 | 295.38% | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | Added to | 226,880 | 5,010 | 0.0% | 0.01% | 9 | +181,505 | 400.01% | Q2 2026 | Aug 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 212,868 | 4,700 | 0.05% | 0.07% | 10 | +171,426 | 413.65% | Q2 2026 | Jul 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 207,868 | 4,589 | 0.0% | 0.0% | 11 | +160,294 | 336.94% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 176,064 | 3,887 | 0.0% | 0.0% | 12 | +144,790 | 462.97% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 122,415 | 2,702 | 0.05% | 0.07% | 13 | +97,574 | 392.79% | Q2 2026 | Jul 23, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 107,816 | 2,380 | 0.29% | — | 14 | +107,816 | New | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 106,120 | 2,343 | 0.0% | 0.0% | 15 | +83,712 | 373.58% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 96,192 | 2,123 | 0.0% | 0.0% | 16 | +79,041 | 460.85% | Q2 2026 | Aug 13, 2026 |
| Marshall Financial Group, LLC | History | Added to | 93,875 | 2,072 | 0.3% | 0.4% | 17 | +75,098 | 399.95% | Q2 2026 | Jul 17, 2026 |
| NOMURA HOLDINGS INC | History | New | 74,000 | 1,633 | 0.0% | — | 18 | +74,000 | New | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 71,690 | 1,582 | 0.03% | 0.02% | 19 | +65,356 | 1031.83% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 67,273 | 1,485 | 0.0% | 0.0% | 20 | +59,259 | 739.44% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | Added to | 67,067 | 1,480 | 0.0% | 0.0% | 21 | +38,252 | 132.75% | Q2 2026 | Jul 31, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 63,767 | 1,407 | 0.41% | 0.01% | 22 | +63,566 | 31624.88% | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 62,476 | 1,383 | 0.0% | 0.0% | 23 | -2,895 | -4.43% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 62,302 | 1,375 | 0.0% | 0.0% | 24 | +59,764 | 2354.77% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,595 | 1,117 | 0.0% | 0.0% | 25 | +40,660 | 409.26% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 48,458 | 1,069 | 0.0% | 0.0% | 26 | +46,265 | 2109.67% | Q2 2026 | Aug 14, 2026 |
| Copley Financial Group, Inc. | History | Added to | 45,170 | 997 | 0.6% | 1.38% | 27 | +28,179 | 165.85% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | New | 42,906 | 947 | 0.0% | — | 28 | +42,906 | New | Q2 2026 | Aug 03, 2026 |
| Titiun Yejiel | History | Added to | 42,305 | 934 | 0.81% | 1.15% | 29 | +33,844 | 400.0% | Q2 2026 | Aug 06, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 40,593 | 896 | 0.07% | 0.1% | 31 | +33,198 | 448.92% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | Added to | 40,620 | 896 | 0.0% | 0.0% | 30 | +30,241 | 291.37% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,630 | 830 | 0.0% | 0.0% | 32 | +29,863 | 384.49% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,563 | 807 | 0.0% | 0.0% | 33 | +24,870 | 212.69% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 36,192 | 799 | 0.0% | 0.0% | 34 | +29,100 | 410.32% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 31,420 | 694 | 0.0% | 0.0% | 35 | +25,076 | 395.27% | Q2 2026 | Aug 05, 2026 |
| Alhambra Investment Management LLC | History | Added to | 31,292 | 690 | 0.3% | 0.4% | 36 | +24,921 | 391.16% | Q2 2026 | Jul 16, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 25,875 | 571 | 0.05% | 0.07% | 37 | +20,650 | 395.22% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 22,625 | 499 | 0.01% | 0.02% | 38 | +17,950 | 383.96% | Q2 2026 | Aug 14, 2026 |
| Leo Wealth, LLC | History | No change | 3,691 | 497 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Essex Financial Services, Inc. | History | Added to | 21,125 | 466 | 0.02% | 0.03% | 40 | +16,900 | 400.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,568 | 431 | 0.0% | 0.0% | 41 | +15,338 | 362.6% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Added to | 18,575 | 410 | 0.0% | 0.0% | 42 | +15,620 | 528.6% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 18,053 | 398 | 0.0% | 0.0% | 43 | +10,753 | 147.3% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,855 | 394 | 0.01% | 0.01% | 44 | +14,284 | 400.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,002 | 353 | 0.0% | 0.0% | 45 | +11,557 | 260.0% | Q2 2026 | Aug 03, 2026 |
| MATAURO, LLC | History | Added to | 14,508 | 320 | 0.04% | 0.17% | 46 | +5,627 | 63.36% | Q2 2026 | Jul 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,285 | 315 | 0.0% | 0.0% | 47 | +11,428 | 400.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 14,045 | 309 | 0.0% | 0.0% | 48 | +11,623 | 479.89% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | Added to | 13,715 | 302 | 0.0% | 0.0% | 49 | +10,694 | 353.99% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | New | 13,483 | 297 | 0.0% | — | 50 | +13,483 | New | Q2 2026 | Aug 06, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 13,380 | 295 | 0.14% | 0.19% | 51 | +10,712 | 401.5% | Q2 2026 | Jul 23, 2026 |
| Compound Planning, Inc. | History | Added to | 13,330 | 294 | 0.01% | 0.01% | 52 | +10,678 | 402.64% | Q2 2026 | Aug 04, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 12,865 | 284 | 0.19% | 0.32% | 53 | +9,656 | 300.9% | Q2 2026 | Jul 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 12,750 | 281 | 0.01% | 0.01% | 55 | +10,200 | 400.0% | Q2 2026 | Jul 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,768 | 281 | 0.01% | 0.01% | 54 | +10,001 | 361.44% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 12,768 | 281 | 0.03% | 0.05% | 56 | +10,001 | 361.44% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | Added to | 12,266 | 271 | 0.0% | 0.0% | 57 | +9,780 | 393.4% | Q2 2026 | Aug 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 10,775 | 270 | 0.09% | 0.1% | 58 | +8,680 | 414.32% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,210 | 269 | 0.0% | 0.01% | 59 | +10,603 | 659.8% | Q2 2026 | Jul 21, 2026 |
| DGS Capital Management, LLC | History | No change | 1,905 | 256 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AMG National Trust Bank | History | Added to | 11,495 | 253 | 0.01% | 0.01% | 61 | +8,618 | 299.55% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,368 | 251 | 0.0% | 0.0% | 62 | +8,747 | 333.73% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,800 | 238 | 0.0% | 0.0% | 63 | +5,886 | 119.78% | Q2 2026 | Aug 05, 2026 |
| Generation Capital Management LLC | History | Added to | 10,750 | 237 | 0.15% | 0.2% | 64 | +8,675 | 418.07% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,685 | 235 | 0.0% | 0.01% | 65 | +6,614 | 162.47% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,475 | 231 | 0.0% | 0.0% | 66 | +8,380 | 400.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,674 | 213 | 0.0% | 0.0% | 67 | +6,775 | 233.7% | Q2 2026 | Jul 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,460 | 208 | 0.0% | 0.01% | 68 | +7,568 | 400.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 9,370 | 206 | 0.0% | 0.0% | 69 | +7,398 | 375.15% | Q2 2026 | Jul 24, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 9,288 | 205 | 0.05% | 0.07% | 70 | +7,607 | 452.53% | Q2 2026 | Aug 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 9,000 | 198 | 0.0% | 0.0% | 71 | +7,200 | 400.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | Added to | 7,430 | 164 | 0.0% | 0.0% | 72 | +5,944 | 400.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,359 | 162 | 0.01% | 0.01% | 73 | +6,181 | 524.7% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 5,947 | 131 | 0.0% | 0.0% | 74 | -9,185 | -60.7% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | Added to | 5,625 | 124 | 0.0% | 0.01% | 75 | +4,500 | 400.0% | Q2 2026 | Aug 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 5,010 | 110 | 0.08% | 0.14% | 76 | +3,608 | 257.35% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,405 | 97 | 0.0% | 0.0% | 77 | +2,188 | 98.69% | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | New | 3,559 | 78 | 0.09% | — | 78 | +3,559 | New | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,960 | 65 | 0.0% | 0.0% | 79 | +2,615 | 757.97% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 2,552 | 56 | 0.0% | 0.0% | 80 | +2,519 | 7633.33% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | New | 2,500 | 55 | 0.0% | — | 81 | +2,500 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 400 | 53 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,250 | 49 | 0.0% | — | 83 | +2,250 | New | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | Added to | 2,010 | 44 | 0.02% | 0.03% | 84 | +1,608 | 400.0% | Q2 2026 | Jul 01, 2026 |
| NATIXIS | History | Added to | 1,881 | 41 | 0.0% | 0.0% | 85 | +1,426 | 313.41% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,647 | 36 | 0.0% | 0.0% | 86 | +1,446 | 719.4% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,185 | 26 | 0.0% | 0.0% | 87 | +948 | 400.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 1,150 | 25 | 0.01% | 0.01% | 88 | +920 | 400.0% | Q2 2026 | Jul 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,015 | 22 | 0.0% | — | 90 | +1,015 | New | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,015 | 22 | 0.0% | 0.0% | 89 | +812 | 400.0% | Q2 2026 | Aug 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 870 | 19 | 0.0% | 0.0% | 91 | +696 | 400.0% | Q2 2026 | Jul 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 900 | 19 | 0.0% | 0.0% | 92 | +639 | 244.83% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 775 | 17 | 0.0% | 0.0% | 93 | +620 | 400.0% | Q2 2026 | Aug 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 750 | 16 | 0.0% | 0.0% | 94 | +600 | 400.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 500 | 12 | 0.0% | — | 96 | +500 | New | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 562 | 12 | 0.0% | 0.0% | 95 | +482 | 602.5% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Added to | 500 | 11 | 0.0% | 0.0% | 97 | +400 | 400.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | Added to | 490 | 10 | 0.0% | 0.0% | 99 | +380 | 345.45% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 440 | 10 | 0.0% | 0.0% | 98 | +352 | 400.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 375 | 8 | 0.0% | 0.0% | 100 | +300 | 400.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 360 | 7 | 0.0% | — | 102 | +360 | New | Q2 2026 | Aug 05, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 325 | 7 | 0.0% | 0.0% | 101 | +260 | 400.0% | Q2 2026 | Jul 22, 2026 |
| Atlatl Advisers LLC | History | New | 283 | 6 | 0.0% | — | 104 | +283 | New | Q2 2026 | Jul 22, 2026 |
| Hilltop National Bank | History | Added to | 300 | 6 | 0.0% | 0.0% | 103 | +240 | 400.0% | Q2 2026 | Jul 01, 2026 |
| Hurley Capital, LLC | History | Added to | 205 | 4 | 0.0% | 0.0% | 106 | +164 | 400.0% | Q2 2026 | Aug 10, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 200 | 4 | 0.0% | 0.0% | 105 | +160 | 400.0% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | Added to | 165 | 3 | 0.0% | 0.0% | 107 | +132 | 400.0% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | Added to | 110 | 2 | 0.0% | 0.0% | 109 | +88 | 400.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 105 | 2 | 0.0% | 0.0% | 110 | +87 | 483.33% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 105 | 2 | 0.0% | 0.0% | 108 | +84 | 400.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 70 | 1 | 0.0% | 0.0% | 111 | +56 | 400.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 50 | 1 | 0.0% | — | 112 | +50 | New | Q2 2026 | Jul 15, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Closed out | 0 | 0 | — | 0.5% | — | -47,737 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -22,078 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,011 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Black Swift Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -7,775 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financial Sense Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -7,500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,347 | -100.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,439 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,372 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,241 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -1,751 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,643 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,565 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q2 2026 | Jul 08, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -900 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -806 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -426 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 24 | 0 | — | 0.0% | — | -33 | -57.89% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 35 | 0 | — | — | — | +28 | 400.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | New | 17 | 0 | — | — | — | +17 | New | Q2 2026 | Aug 10, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Triumph Capital Management | History | Added to | 15 | 0 | — | — | — | +12 | 400.0% | Q2 2026 | Jul 20, 2026 |