Global X Funds - PFFD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | History | Reduced | 6,826,192 | 127,581 | 2.42% | 2.79% | 1 | -219,679 | -3.12% | Q2 2026 | Jul 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,082,251 | 94,987 | 0.01% | 0.01% | 2 | -223,641 | -4.21% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 3,399,971 | 63,545 | 0.01% | 0.02% | 3 | -210,132 | -5.82% | Q2 2026 | Aug 07, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 3,283,546 | 61,369 | 2.26% | 3.23% | 4 | -134,535 | -3.94% | Q2 2026 | Jul 14, 2026 |
| MORGAN STANLEY | History | Reduced | 2,797,268 | 52,280 | 0.0% | 0.0% | 5 | -64,448 | -2.25% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,526,830 | 47,226 | 0.01% | 0.01% | 6 | -33,411 | -1.3% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,522,498 | 47,145 | 0.01% | 0.01% | 7 | +272,858 | 12.13% | Q2 2026 | Aug 03, 2026 |
| Lido Advisors, LLC | History | Added to | 1,726,148 | 32,261 | 0.09% | 0.09% | 8 | +83,265 | 5.07% | Q2 2026 | Aug 07, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,551,000 | 28,988 | 1.69% | 1.87% | 9 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 1,472,675 | 27,524 | 0.03% | 0.02% | 10 | +218,249 | 17.4% | Q2 2026 | Aug 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 1,387,155 | 25,925 | 0.18% | 0.21% | 11 | +61,578 | 4.65% | Q2 2026 | Aug 10, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 1,341,305 | 25,068 | 16.41% | 16.25% | 12 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,269,010 | 23,717 | 0.02% | 0.02% | 13 | +152,267 | 13.63% | Q2 2026 | Aug 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 1,262,475 | 23,595 | 2.16% | 2.35% | 14 | +12,655 | 1.01% | Q2 2026 | Jul 24, 2026 |
| Columbus Macro, LLC | History | Added to | 1,121,532 | 20,961 | 2.04% | 1.81% | 15 | +202,126 | 21.98% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Added to | 1,106,347 | 20,677 | 0.01% | 0.01% | 16 | +68,006 | 6.55% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | New | 1,087,805 | 20,331 | 0.24% | — | 17 | +1,087,805 | New | Q2 2026 | Aug 13, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 1,042,759 | 19,489 | 6.1% | 6.48% | 18 | +52,347 | 5.29% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 1,001,871 | 18,725 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 943,083 | 17,626 | 0.03% | 0.03% | 20 | +80,790 | 9.37% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | Added to | 854,288 | 15,966 | 0.06% | 0.07% | 21 | +134,405 | 18.67% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 777,208 | 14,526 | 2.97% | 2.89% | 22 | +79,920 | 11.46% | Q2 2026 | Jul 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 718,622 | 13,431 | 0.07% | 0.06% | 23 | +33,165 | 4.84% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 665,418 | 12,436 | 0.0% | 0.0% | 24 | +100,029 | 17.69% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 663,805 | 12,406 | 0.0% | 0.0% | 25 | -11,958 | -1.77% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 640,241 | 11,966 | 0.02% | 0.02% | 26 | +224,629 | 54.05% | Q2 2026 | Aug 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 632,112 | 11,814 | 0.73% | 0.79% | 27 | +40,017 | 6.76% | Q2 2026 | Jul 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 605,218 | 11,311 | 0.05% | — | 28 | +605,218 | New | Q2 2026 | Aug 11, 2026 |
| Ocean Park Asset Management, LLC | History | New | 605,218 | 11,311 | 0.54% | — | 29 | +605,218 | New | Q2 2026 | Jul 09, 2026 |
| CONNING INC. | History | No change | 580,200 | 10,843 | 0.32% | 0.35% | 30 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 571,981 | 10,690 | 0.0% | 0.0% | 31 | -3,467 | -0.6% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 533,633 | 9,973 | 0.2% | 0.18% | 32 | +36,605 | 7.36% | Q2 2026 | Jul 30, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 496,591 | 9,281 | 0.59% | 0.52% | 33 | +113,663 | 29.68% | Q2 2026 | Jul 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 476,029 | 8,896 | 0.01% | 0.01% | 34 | +35,493 | 8.06% | Q2 2026 | Aug 14, 2026 |
| Prairiewood Capital, LLC | History | Reduced | 397,610 | 7,431 | 1.93% | 2.14% | 35 | -5,190 | -1.29% | Q2 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 394,586 | 7,366 | 0.0% | 0.0% | 36 | +17,811 | 4.73% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 365,711 | 6,835 | 0.01% | 0.02% | 37 | -497,204 | -57.62% | Q2 2026 | Aug 19, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 362,142 | 6,768 | 1.1% | 1.17% | 38 | +13,172 | 3.77% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 357,909 | 6,689 | 0.02% | 0.02% | 39 | -396 | -0.11% | Q2 2026 | Jul 28, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 336,642 | 6,291 | 0.14% | 0.18% | 40 | -14,736 | -4.19% | Q2 2026 | Aug 12, 2026 |
| Plan Group Financial, LLC | History | Added to | 327,939 | 6,129 | 1.26% | 1.33% | 41 | +20,312 | 6.6% | Q2 2026 | Aug 03, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 321,568 | 6,010 | 1.34% | 1.49% | 42 | -7,946 | -2.41% | Q2 2026 | Aug 11, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 321,320 | 6,005 | 0.31% | 0.21% | 43 | +116,590 | 56.95% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 317,639 | 5,937 | 0.01% | 0.01% | 44 | +22,795 | 7.73% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 290,163 | 5,423 | 0.03% | 0.05% | 45 | -46,401 | -13.79% | Q2 2026 | Jul 20, 2026 |
| SWS Partners | History | Reduced | 278,848 | 5,211 | 1.13% | 1.43% | 46 | -35,703 | -11.35% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 265,582 | 4,963 | 0.0% | 0.0% | 47 | +32,876 | 14.13% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 262,359 | 4,903 | 0.0% | 0.0% | 48 | -43,097 | -14.11% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | Reduced | 260,807 | 4,864 | 0.07% | 0.08% | 49 | -22,629 | -7.98% | Q2 2026 | Jul 08, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Added to | 254,947 | 4,764 | 3.74% | 3.99% | 50 | +1,497 | 0.59% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 226,017 | 4,224 | 0.19% | 0.2% | 51 | -4,726 | -2.05% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 209,229 | 3,910 | 0.0% | 0.0% | 52 | +26,265 | 14.36% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 206,182 | 3,853 | 0.01% | 0.0% | 53 | +119,582 | 138.09% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 197,434 | 3,690 | 0.21% | 0.23% | 54 | +2,595 | 1.33% | Q2 2026 | Jul 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 181,285 | 3,388 | 0.08% | 0.09% | 55 | -1,009 | -0.55% | Q2 2026 | Jul 22, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 179,600 | 3,356 | 0.0% | 0.01% | 56 | -2,030 | -1.12% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 171,917 | 3,213 | 0.04% | 0.04% | 57 | -508 | -0.29% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 164,315 | 3,071 | 0.01% | 0.01% | 58 | +33,874 | 25.97% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 163,943 | 3,064 | 0.05% | — | 59 | +163,943 | New | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 163,454 | 3,054 | 0.02% | 0.0% | 60 | +131,636 | 413.72% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 156,935 | 2,933 | 0.03% | 0.02% | 61 | +41,111 | 35.49% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 155,676 | 2,909 | 0.05% | 0.04% | 62 | +34,730 | 28.72% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 152,556 | 2,851 | 0.05% | 0.07% | 63 | -5,196 | -3.29% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Reduced | 147,447 | 2,755 | 0.01% | 0.01% | 64 | -13,138 | -8.18% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 143,356 | 2,679 | 0.07% | 0.08% | 65 | -9,062 | -5.95% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 138,526 | 2,589 | 0.02% | 0.02% | 66 | +25,390 | 22.44% | Q2 2026 | Aug 14, 2026 |
| FF Advisors,LLC | History | Added to | 132,940 | 2,484 | 0.93% | 0.98% | 67 | +6,424 | 5.08% | Q2 2026 | Jul 29, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 131,142 | 2,451 | 0.24% | 0.26% | 68 | +5,163 | 4.1% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | Reduced | 130,478 | 2,438 | 0.03% | 0.03% | 69 | -1,517 | -1.15% | Q2 2026 | Aug 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 122,640 | 2,292 | 0.07% | 0.09% | 70 | -2,909 | -2.32% | Q2 2026 | Jul 27, 2026 |
| Crews Bank & Trust | History | Added to | 121,730 | 2,275 | 0.3% | 0.32% | 71 | +2,215 | 1.85% | Q2 2026 | Jul 16, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 116,972 | 2,186 | 0.0% | 0.0% | 72 | +3,644 | 3.22% | Q2 2026 | Aug 13, 2026 |
| Trajan Wealth LLC | History | Added to | 115,289 | 2,154 | 0.08% | 0.08% | 73 | +1,767 | 1.56% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 114,772 | 2,145 | 0.0% | 0.0% | 74 | +5,422 | 4.96% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 109,711 | 2,049 | 0.0% | 0.0% | 75 | -31,154 | -22.12% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 108,284 | 1,992 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hegarty Advisors, LLC | History | Added to | 103,750 | 1,939 | 1.33% | 1.46% | 77 | +3,010 | 2.99% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 102,380 | 1,909 | 0.0% | 0.0% | 78 | +3,735 | 3.79% | Q2 2026 | Jul 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 98,738 | 1,845 | 0.09% | 0.1% | 79 | +560 | 0.57% | Q2 2026 | Jul 21, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 97,614 | 1,815 | 2.6% | 2.62% | 80 | -1,048,152 | -91.48% | Q2 2026 | Jul 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 93,208 | 1,742 | 0.0% | 0.0% | 81 | +70,571 | 311.75% | Q2 2026 | Sep 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 92,115 | 1,721 | 0.02% | 0.02% | 82 | +11,462 | 14.21% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 89,919 | 1,680 | 0.01% | 0.01% | 83 | -610 | -0.67% | Q2 2026 | Aug 17, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 89,174 | 1,666 | 0.71% | 0.82% | 84 | -656 | -0.73% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 88,575 | 1,655 | 0.0% | 0.0% | 85 | +13,724 | 18.34% | Q2 2026 | Jul 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 87,368 | 1,632 | 0.08% | 0.15% | 86 | -55,482 | -38.84% | Q2 2026 | Jul 28, 2026 |
| Traub Capital Management LLC | History | Reduced | 83,224 | 1,555 | 1.39% | 1.59% | 87 | -3,911 | -4.49% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 79,865 | 1,492 | 0.0% | 0.0% | 88 | +20,212 | 33.88% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 79,595 | 1,487 | 0.01% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 77,749 | 1,453 | 0.13% | 0.05% | 90 | +47,879 | 160.29% | Q2 2026 | Jul 20, 2026 |
| Advisors Capital Management, LLC | History | Added to | 77,076 | 1,440 | 0.02% | 0.02% | 91 | +2,545 | 3.41% | Q2 2026 | Aug 11, 2026 |
| Unison Advisors LLC | History | Added to | 75,808 | 1,416 | 0.1% | 0.1% | 92 | +6,164 | 8.85% | Q2 2026 | Jul 22, 2026 |
| Alpha Financial Partners LLC | History | New | 75,479 | 1,410 | 0.74% | — | 93 | +75,479 | New | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 74,861 | 1,399 | 0.0% | 0.0% | 94 | -1,507,856 | -95.27% | Q2 2026 | Aug 14, 2026 |
| Objective Capital Management, LLC | History | Added to | 74,650 | 1,395 | 1.24% | 1.25% | 95 | +7,520 | 11.2% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 72,124 | 1,348 | 0.0% | 0.0% | 96 | -3,071 | -4.08% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 71,159 | 1,329 | 0.03% | 0.03% | 97 | -6,467 | -8.33% | Q2 2026 | Aug 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 70,811 | 1,323 | 0.13% | 0.18% | 98 | -8,894 | -11.16% | Q2 2026 | Jul 21, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 70,279 | 1,313 | 0.26% | 0.29% | 99 | +741 | 1.07% | Q2 2026 | Jul 28, 2026 |
| Investors Research Corp | History | Reduced | 65,076 | 1,216 | 0.22% | 0.24% | 100 | -4,421 | -6.36% | Q2 2026 | Jul 10, 2026 |
| NWAM LLC | History | Added to | 64,344 | 1,202 | 0.06% | 0.06% | 101 | +4,973 | 8.38% | Q2 2026 | Jul 23, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 62,971 | 1,176 | 0.0% | 0.0% | 102 | +23,629 | 60.06% | Q2 2026 | Aug 11, 2026 |
| Alteri Wealth LLC | History | Added to | 60,682 | 1,134 | 0.31% | 0.34% | 103 | +3,561 | 6.23% | Q2 2026 | Jul 29, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 59,034 | 1,103 | 0.22% | 0.24% | 104 | +674 | 1.15% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 58,396 | 1,091 | 0.02% | 0.02% | 105 | -3,469 | -5.61% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 57,445 | 1,073 | 0.02% | 0.02% | 107 | -5,504 | -8.74% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 57,456 | 1,073 | 0.0% | 0.0% | 106 | +2,106 | 3.8% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 56,249 | 1,051 | 0.0% | 0.0% | 108 | +3,083 | 5.8% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 54,577 | 1,020 | 0.0% | 0.0% | 109 | +24,023 | 78.62% | Q2 2026 | Aug 05, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 53,734 | 1,004 | 0.02% | 0.02% | 110 | -3,785 | -6.58% | Q2 2026 | Aug 05, 2026 |
| L & S Advisors Inc | History | Added to | 53,677 | 1,003 | 0.1% | 0.12% | 111 | +421 | 0.79% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 52,670 | 984 | 0.17% | 0.19% | 112 | -289 | -0.55% | Q2 2026 | Jul 28, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 51,793 | 968 | 1.17% | 0.89% | 113 | +21,150 | 69.02% | Q2 2026 | Jul 20, 2026 |
| Triumph Capital Management | History | Added to | 50,783 | 949 | 0.17% | 0.18% | 114 | +3,815 | 8.12% | Q2 2026 | Jul 20, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 47,708 | 891 | 0.02% | 0.03% | 115 | -7,898 | -14.2% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 47,446 | 886 | 0.0% | 0.0% | 116 | -3,761 | -7.34% | Q2 2026 | Jul 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 46,730 | 873 | 0.0% | 0.0% | 117 | +5,917 | 14.5% | Q2 2026 | Jul 20, 2026 |
| Austin Wealth Management, LLC | History | Added to | 46,459 | 863 | 0.18% | 0.09% | 118 | +25,701 | 123.81% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,362 | 847 | 0.0% | 0.0% | 119 | +23,636 | 108.79% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 44,685 | 835 | 0.02% | 0.01% | 120 | +10,228 | 29.68% | Q2 2026 | Jul 09, 2026 |
| Quadrature Capital Ltd | History | Reduced | 44,260 | 827 | 0.01% | 0.01% | 121 | -12,040 | -21.39% | Q2 2026 | Aug 06, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 43,965 | 821 | 0.06% | 0.08% | 122 | -1,597 | -3.51% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 39,072 | 730 | 0.0% | 0.0% | 123 | -31,990 | -45.02% | Q2 2026 | Aug 12, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 38,925 | 727 | 0.08% | 0.08% | 124 | -369 | -0.94% | Q2 2026 | Jul 13, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 37,220 | 695 | 0.4% | 0.45% | 125 | -228 | -0.61% | Q2 2026 | Jul 21, 2026 |
| David Kennon Inc | History | Reduced | 37,058 | 692 | 0.23% | 0.29% | 126 | -6,446 | -14.82% | Q2 2026 | Jul 22, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 36,491 | 682 | 0.15% | 0.17% | 127 | -500 | -1.35% | Q2 2026 | Jul 07, 2026 |
| WBH ADVISORY INC | History | Added to | 35,629 | 665 | 0.04% | 0.05% | 128 | +1,714 | 5.05% | Q2 2026 | Aug 05, 2026 |
| Apollon Financial, LLC | History | Reduced | 35,269 | 659 | 0.08% | 0.11% | 129 | -6,706 | -15.98% | Q2 2026 | Jul 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 35,104 | 656 | 0.01% | 0.01% | 130 | +229 | 0.66% | Q2 2026 | Jul 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 34,954 | 653 | 0.01% | 0.02% | 131 | -7,981 | -18.59% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,237 | 639 | 0.0% | 0.01% | 132 | +3,707 | 12.14% | Q2 2026 | Jul 17, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 34,079 | 636 | 0.06% | 0.07% | 133 | -3,732 | -9.87% | Q2 2026 | Jul 16, 2026 |
| Wealthfront Advisers LLC | History | Added to | 33,656 | 629 | 0.0% | 0.0% | 134 | +16,387 | 94.89% | Q2 2026 | Aug 07, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 30,355 | 567 | 0.03% | 0.05% | 135 | -11,954 | -28.25% | Q2 2026 | Jul 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 29,807 | 557 | 0.14% | 0.16% | 136 | -108 | -0.36% | Q2 2026 | Jul 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 29,154 | 544 | 0.01% | 0.01% | 137 | -931 | -3.09% | Q2 2026 | Aug 07, 2026 |
| 10Elms LLP | History | Added to | 29,092 | 543 | 0.23% | 0.27% | 138 | +6,082 | 26.43% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 29,000 | 542 | 0.06% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 28,960 | 541 | 0.02% | 0.03% | 140 | +68 | 0.24% | Q2 2026 | Aug 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 28,819 | 538 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 28,692 | 536 | 0.09% | 0.11% | 142 | -472 | -1.62% | Q2 2026 | Aug 10, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 28,530 | 533 | 0.07% | 0.09% | 143 | -3,170 | -10.0% | Q2 2026 | Jul 20, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 28,476 | 528 | 0.11% | 0.13% | 144 | -2,193 | -7.15% | Q2 2026 | Jul 24, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 27,336 | 510 | 0.32% | 0.31% | 145 | +2,598 | 10.5% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Reduced | 27,110 | 506 | 0.0% | 0.0% | 146 | -28,337 | -51.11% | Q2 2026 | Aug 13, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 26,948 | 503 | 0.11% | 0.13% | 147 | -297 | -1.09% | Q2 2026 | Jul 08, 2026 |
| Gotham Asset Management, LLC | History | Added to | 26,724 | 499 | 0.0% | 0.0% | 148 | +1,174 | 4.59% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 26,336 | 492 | 0.0% | 0.0% | 149 | -4,629 | -14.95% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 26,351 | 492 | 0.01% | 0.01% | 150 | -82 | -0.31% | Q2 2026 | Aug 05, 2026 |
| Maridea Wealth Management LLC | History | New | 26,076 | 487 | 0.05% | — | 151 | +26,076 | New | Q2 2026 | Aug 06, 2026 |
| Anchor Bay Capital, Inc. | History | New | 26,197 | 486 | 0.26% | — | 152 | +26,197 | New | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | New | 25,841 | 482 | 0.0% | — | 153 | +25,841 | New | Q2 2026 | Aug 27, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 25,700 | 480 | 0.1% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 24,244 | 453 | 0.01% | 0.01% | 155 | +853 | 3.65% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 24,147 | 451 | 0.04% | 0.05% | 156 | -4,585 | -15.96% | Q2 2026 | Jul 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,096 | 450 | 0.01% | 0.02% | 157 | +14 | 0.06% | Q2 2026 | Aug 14, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 23,814 | 442 | 0.17% | 0.18% | 158 | +1,719 | 7.78% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | Added to | 22,996 | 429 | 0.08% | 0.07% | 159 | +67 | 0.29% | Q2 2026 | Jul 16, 2026 |
| Avior Wealth Management, LLC | History | Added to | 22,915 | 428 | 0.01% | 0.01% | 160 | +10,369 | 82.65% | Q2 2026 | Jul 07, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 22,838 | 426 | 0.18% | 0.27% | 162 | -9,456 | -29.28% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | Reduced | 22,876 | 426 | 0.01% | 0.01% | 161 | -148 | -0.64% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 21,703 | 405 | 0.01% | 0.01% | 163 | +666 | 3.17% | Q2 2026 | Aug 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 21,394 | 399 | 0.01% | 0.01% | 164 | -11 | -0.05% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Wealth | History | Reduced | 21,036 | 393 | 0.0% | 0.0% | 165 | -3,367 | -13.8% | Q2 2026 | Aug 12, 2026 |
| Prospect Financial Services LLC | History | Reduced | 20,255 | 378 | 0.19% | 0.25% | 166 | -2,000 | -8.99% | Q2 2026 | Aug 06, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 19,432 | 363 | 0.01% | 0.01% | 167 | +23 | 0.12% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 19,513 | 359 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INVESTED ADVISORS | History | Added to | 18,844 | 352 | 0.31% | 0.3% | 169 | +2,436 | 14.85% | Q2 2026 | Aug 04, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 18,685 | 349 | 0.26% | 0.3% | 170 | -725 | -3.74% | Q2 2026 | Jul 28, 2026 |
| Note Advisors, LLC | History | Reduced | 18,138 | 338 | 0.15% | 0.2% | 171 | -3,278 | -15.31% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | Reduced | 17,588 | 328 | 0.01% | 0.01% | 172 | -8,100 | -31.53% | Q2 2026 | Aug 06, 2026 |
| FLC Capital Advisors | History | Reduced | 17,600 | 328 | 0.05% | 0.07% | 173 | -2,322 | -11.66% | Q2 2026 | Jul 20, 2026 |
| Inscription Capital, LLC | History | Added to | 17,000 | 317 | 0.03% | 0.03% | 174 | +269 | 1.61% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 16,949 | 316 | 0.0% | 0.0% | 175 | +3,386 | 24.96% | Q2 2026 | Aug 14, 2026 |
| Thompson David Blair | History | Reduced | 16,771 | 313 | 0.16% | 0.22% | 176 | -3,762 | -18.32% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 16,500 | 308 | 0.01% | 0.01% | 177 | +2,325 | 16.4% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | Reduced | 16,475 | 307 | 0.01% | 0.01% | 179 | -206 | -1.23% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 16,446 | 307 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 16,461 | 306 | 0.15% | 0.22% | 180 | -3,740 | -18.51% | Q2 2026 | Jul 29, 2026 |
| RVW Wealth, LLC | History | No change | 15,196 | 284 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 14,782 | 276 | 0.01% | 0.01% | 182 | -690 | -4.46% | Q2 2026 | Jul 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 14,594 | 272 | 0.02% | 0.01% | 183 | +5,440 | 59.43% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 14,171 | 264 | 0.01% | 0.01% | 184 | -692 | -4.66% | Q2 2026 | Jul 22, 2026 |
| Johnson Financial Group, LLC | History | New | 14,095 | 263 | 0.01% | — | 186 | +14,095 | New | Q2 2026 | Aug 06, 2026 |
| Lewis Asset Management, LLC | History | Added to | 14,114 | 263 | 0.09% | 0.1% | 185 | +169 | 1.21% | Q2 2026 | Jul 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 13,644 | 255 | 0.02% | 0.03% | 187 | -1,328 | -8.87% | Q2 2026 | Jul 14, 2026 |
| WHITTIER TRUST CO | History | No change | 13,513 | 253 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,257 | 247 | 0.0% | 0.0% | 189 | -1,678 | -11.24% | Q2 2026 | Aug 12, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 13,217 | 247 | 0.05% | 0.05% | 190 | -400 | -2.94% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,557 | 234 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 12,389 | 231 | 0.07% | 0.12% | 192 | -7,657 | -38.2% | Q2 2026 | Aug 14, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 12,316 | 230 | 0.04% | 0.04% | 193 | +85 | 0.69% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,175 | 227 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accel Wealth Management | History | Reduced | 11,573 | 216 | 0.05% | 0.12% | 195 | -13,751 | -54.3% | Q2 2026 | Jul 10, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 11,549 | 215 | 0.02% | 0.05% | 196 | -10,670 | -48.02% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,427 | 213 | 0.0% | 0.0% | 197 | +842 | 7.95% | Q2 2026 | Jul 28, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,358 | 212 | 0.05% | 0.06% | 199 | +807 | 7.65% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 11,550 | 212 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 11,150 | 208 | 0.0% | 0.0% | 200 | -189 | -1.67% | Q2 2026 | Jul 20, 2026 |
| Avory & Company, LLC | History | No change | 11,014 | 205 | 0.26% | 0.26% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 10,890 | 203 | 0.09% | 0.13% | 202 | -437 | -3.86% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,770 | 201 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 10,443 | 195 | 0.08% | — | 206 | +10,443 | New | Q2 2026 | Jul 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 10,434 | 195 | 0.01% | 0.01% | 204 | -8,121 | -43.77% | Q2 2026 | Aug 10, 2026 |
| VISTA FINANCE, LLC | History | No change | 10,475 | 195 | 0.11% | 0.15% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Larson Financial Group LLC | History | Added to | 10,358 | 193 | 0.01% | 0.01% | 207 | +103 | 1.0% | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 10,264 | 191 | 0.02% | 0.02% | 208 | -93 | -0.9% | Q2 2026 | Jul 23, 2026 |
| FDx Advisors, Inc. | History | No change | 10,158 | 190 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | New | 10,120 | 189 | 0.0% | — | 210 | +10,120 | New | Q2 2026 | Aug 07, 2026 |
| Sculati Wealth Management, LLC | History | New | 10,061 | 187 | 0.06% | — | 212 | +10,061 | New | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,039 | 187 | 0.0% | 0.0% | 211 | +414 | 4.3% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 10,000 | 186 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBT BANK, N.A. | History | No change | 10,000 | 186 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 9,006 | 168 | 0.01% | 0.01% | 215 | -34 | -0.38% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | Added to | 8,539 | 159 | 0.0% | 0.0% | 216 | +2,770 | 48.02% | Q2 2026 | Aug 03, 2026 |
| WealthShield Partners, LLC | History | New | 8,234 | 153 | 0.02% | — | 217 | +8,234 | New | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 8,000 | 148 | 0.04% | 0.05% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,453 | 139 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | Added to | 7,414 | 138 | 0.01% | 0.01% | 220 | +2,506 | 51.06% | Q2 2026 | Aug 11, 2026 |
| Timbuktu Capital Management, LLC | History | New | 7,200 | 134 | 0.2% | — | 221 | +7,200 | New | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | Reduced | 6,425 | 120 | 0.03% | 0.03% | 223 | -14 | -0.22% | Q2 2026 | Aug 10, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 6,455 | 120 | 0.1% | 0.1% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,250 | 98 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,717 | 88 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,006 | 74 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,633 | 67 | 0.0% | 0.0% | 227 | +3,517 | 3031.9% | Q2 2026 | Jul 24, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,544 | 66 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | Added to | 3,524 | 65 | 0.01% | 0.01% | 229 | +338 | 10.61% | Q2 2026 | Aug 04, 2026 |
| Burnham & Co LLC | History | New | 3,252 | 60 | 0.05% | — | 230 | +3,252 | New | Q2 2026 | Aug 11, 2026 |
| Trask Adam Roland | History | No change | 3,252 | 59 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 2,962 | 55 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | Added to | 2,870 | 53 | 0.02% | 0.03% | 233 | +9 | 0.31% | Q2 2026 | Aug 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,706 | 50 | 0.01% | 0.02% | 234 | +43 | 1.61% | Q2 2026 | Jul 15, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 2,712 | 50 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 2,566 | 47 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,205 | 41 | 0.0% | 0.01% | 237 | -2,233 | -50.32% | Q2 2026 | Jul 22, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 2,124 | 39 | 0.03% | 0.04% | 238 | +6 | 0.28% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 1,966 | 36 | 0.0% | — | 241 | +1,966 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,937 | 36 | 0.0% | 0.0% | 240 | -1,256 | -39.34% | Q2 2026 | Aug 12, 2026 |
| HOWE & RUSLING INC | History | No change | 1,978 | 36 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | New | 1,913 | 35 | 0.0% | — | 242 | +1,913 | New | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,900 | 35 | 0.0% | — | 243 | +1,900 | New | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 1,672 | 31 | 0.0% | — | 244 | +1,672 | New | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,634 | 30 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Markowski Investments | History | New | 1,594 | 29 | 0.01% | — | 247 | +1,594 | New | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,565 | 29 | 0.0% | 0.0% | 246 | +1 | 0.06% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,455 | 27 | 0.0% | 0.0% | 248 | -2,660 | -64.64% | Q2 2026 | Jul 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,333 | 24 | 0.0% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Key Capital Management, INC | History | Added to | 1,266 | 23 | 0.01% | 0.01% | 250 | +784 | 162.66% | Q2 2026 | Jul 27, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,158 | 21 | 0.01% | 0.02% | 251 | -647 | -35.84% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,015 | 18 | 0.0% | — | 253 | +1,015 | New | Q2 2026 | Jul 28, 2026 |
| Caitlin John, LLC | History | New | 1,000 | 18 | 0.01% | — | 254 | +1,000 | New | Q2 2026 | Aug 17, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,000 | 18 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 879 | 16 | 0.0% | 0.0% | 256 | +380 | 76.15% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 891 | 16 | 0.0% | 0.0% | 255 | +279 | 45.59% | Q2 2026 | Aug 13, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 823 | 15 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Winthrop Capital Management, LLC | History | No change | 768 | 14 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 605 | 11 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 622 | 11 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 580 | 10 | 0.0% | 0.0% | 261 | -65 | -10.08% | Q2 2026 | Jul 22, 2026 |
| Caldwell Trust Co | History | No change | 498 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meramec Financial Planners, LLC | History | New | 452 | 8 | 0.0% | — | 264 | +452 | New | Q2 2026 | Jul 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 463 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 418 | 7 | 0.0% | 0.02% | 265 | -10,515 | -96.18% | Q2 2026 | Jul 21, 2026 |
| Fortis Group Advisors, LLC | History | No change | 375 | 7 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ancora Advisors LLC | History | No change | 288 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | New | 250 | 4 | 0.0% | — | 268 | +250 | New | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 231 | 4 | 0.0% | — | 269 | +231 | New | Q2 2026 | Jul 20, 2026 |
| Synergy Investment Management, LLC | History | New | 229 | 4 | 0.0% | — | 270 | +229 | New | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUST CO OF VERMONT | History | New | 132 | 2 | 0.0% | — | 274 | +132 | New | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | Added to | 139 | 2 | 0.0% | 0.0% | 273 | +2 | 1.46% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 95 | 1 | 0.0% | — | 279 | +95 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 54 | 1 | 0.0% | — | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 97 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 95 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 104 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.04% | — | -208,586 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Blue Edge Capital, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -201,465 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119,936 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,602 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Barnes Wealth Management Group, Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -19,744 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,712 | -100.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,562 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -16,888 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -15,933 | -100.0% | Q2 2026 | Aug 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,917 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RHS Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,794 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,415 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,277 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,820 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -12,042 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -10,794 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,340 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,370 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -849 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -717 | -100.0% | Q2 2026 | Jul 01, 2026 |