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 | 7,045,871 | 129,644 | 2.79% | 3.07% | 1 | -324,397 | -4.4% | Q1 2026 | Apr 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,305,892 | 97,628 | 0.01% | 0.01% | 2 | -706,135 | -11.75% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,610,103 | 66,425 | 0.02% | 0.02% | 3 | -235,171 | -6.12% | Q1 2026 | May 06, 2026 |
| Global X Japan Co., Ltd. | History | New | 3,418,081 | 62,892 | 3.23% | — | 4 | +3,418,081 | New | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,861,716 | 52,655 | 0.0% | 0.0% | 5 | -106,636 | -3.59% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,560,241 | 47,108 | 0.01% | 0.01% | 6 | -115,981 | -4.33% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,249,640 | 41,393 | 0.01% | 0.01% | 7 | +573,350 | 34.2% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Added to | 1,642,883 | 30,229 | 0.09% | 0.09% | 8 | +117,625 | 7.71% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,582,717 | 29,121 | 0.0% | 0.0% | 9 | +1,546,736 | 4298.76% | Q1 2026 | May 15, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,551,000 | 28,538 | 1.87% | 1.92% | 10 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 1,341,305 | 24,680 | 16.25% | 16.4% | 11 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,325,577 | 24,390 | 0.21% | 0.28% | 12 | -367,890 | -21.72% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,254,426 | 23,081 | 0.02% | 0.02% | 13 | +182,979 | 17.08% | Q1 2026 | May 13, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 1,249,820 | 22,996 | 2.35% | 2.03% | 14 | +200,283 | 19.08% | Q1 2026 | May 07, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 1,145,766 | 21,082 | 2.62% | 2.65% | 15 | +22,827 | 2.03% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,116,743 | 20,547 | 0.02% | 0.02% | 16 | +123,362 | 12.42% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 1,038,341 | 19,105 | 0.01% | 0.01% | 17 | +11,985 | 1.17% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | New | 1,001,871 | 18,434 | 0.03% | — | 18 | +1,001,871 | New | Q1 2026 | May 06, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 990,412 | 18,223 | 6.48% | 6.47% | 19 | +28,865 | 3.0% | Q1 2026 | Apr 22, 2026 |
| Columbus Macro, LLC | History | Added to | 919,406 | 16,917 | 1.81% | 1.56% | 20 | +167,907 | 22.34% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 862,915 | 15,877 | 0.02% | 0.04% | 21 | -538,509 | -38.43% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 862,293 | 15,866 | 0.03% | 0.03% | 22 | +9,912 | 1.16% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 719,883 | 13,245 | 0.07% | 0.07% | 23 | +32,437 | 4.72% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 697,288 | 12,830 | 2.89% | 2.64% | 24 | +89,912 | 14.8% | Q1 2026 | Apr 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 685,457 | 12,612 | 0.06% | 0.07% | 25 | +17,381 | 2.6% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 675,763 | 12,434 | 0.0% | 0.0% | 26 | -27,907 | -3.97% | Q1 2026 | May 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 592,095 | 10,894 | 0.79% | 0.76% | 27 | +56,229 | 10.49% | Q1 2026 | Apr 20, 2026 |
| CONNING INC. | History | No change | 580,200 | 10,675 | 0.35% | 0.37% | 28 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 575,448 | 10,589 | 0.0% | 0.0% | 29 | -147,371 | -20.39% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 565,389 | 10,403 | 0.0% | 0.0% | 30 | +106,640 | 23.25% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 497,028 | 9,145 | 0.18% | 0.14% | 31 | +102,320 | 25.92% | Q1 2026 | May 01, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 440,536 | 8,105 | 0.01% | 0.01% | 32 | +33,382 | 8.2% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 415,612 | 7,647 | 0.02% | 0.02% | 33 | -55,079 | -11.7% | Q1 2026 | May 04, 2026 |
| Prairiewood Capital, LLC | History | Added to | 402,800 | 7,411 | 2.14% | 2.27% | 34 | +16,399 | 4.24% | Q1 2026 | Apr 16, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 382,928 | 7,045 | 0.52% | 0.42% | 35 | +80,921 | 26.79% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 376,775 | 6,930 | 0.0% | 0.0% | 36 | -89,157 | -19.14% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 358,305 | 6,592 | 0.02% | 0.03% | 37 | -18,857 | -5.0% | Q1 2026 | Apr 30, 2026 |
| Texas Yale Capital Corp. | History | Added to | 351,378 | 6,465 | 0.18% | 0.2% | 38 | +10,788 | 3.17% | Q1 2026 | May 04, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 348,970 | 6,421 | 1.17% | 1.15% | 39 | +15,979 | 4.8% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 336,564 | 6,193 | 0.05% | 0.07% | 40 | -70,285 | -17.28% | Q1 2026 | Apr 07, 2026 |
| WealthTrust Axiom LLC | History | Added to | 329,514 | 6,063 | 1.49% | 1.59% | 41 | +2,447 | 0.75% | Q1 2026 | May 11, 2026 |
| SWS Partners | History | Added to | 314,551 | 5,787 | 1.43% | 1.38% | 42 | +13,473 | 4.47% | Q1 2026 | Apr 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 307,627 | 5,660 | 1.33% | 1.4% | 43 | +22,269 | 7.8% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 305,456 | 5,620 | 0.0% | 0.0% | 44 | -91,100 | -22.97% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 294,844 | 5,425 | 0.01% | — | 45 | +294,844 | New | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Reduced | 283,436 | 5,373 | 0.08% | 0.11% | 46 | -11,238 | -3.81% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 232,706 | 4,281 | 0.0% | 0.01% | 47 | -18,339 | -7.31% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 230,743 | 4,243 | 0.2% | 0.22% | 48 | -11,978 | -4.93% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 208,586 | 3,837 | 0.04% | — | 49 | +208,586 | New | Q1 2026 | May 12, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 204,730 | 3,767 | 0.21% | 0.18% | 50 | +26,138 | 14.64% | Q1 2026 | Apr 29, 2026 |
| Blue Edge Capital, LLC | History | Added to | 201,465 | 3,706 | 0.49% | 0.49% | 51 | +7,718 | 3.98% | Q1 2026 | Jun 02, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 194,839 | 3,585 | 0.23% | 0.23% | 52 | +10,913 | 5.93% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 182,964 | 3,366 | 0.0% | 0.0% | 53 | +53,931 | 41.8% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 182,294 | 3,354 | 0.09% | 0.09% | 54 | -10,118 | -5.26% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | New | 181,630 | 3,341 | 0.01% | — | 55 | +181,630 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 172,425 | 3,172 | 0.04% | 0.04% | 56 | +10,614 | 6.56% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 160,585 | 2,928 | 0.01% | 0.01% | 57 | +24,210 | 17.75% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 157,752 | 2,902 | 0.07% | 0.06% | 58 | +6,004 | 3.96% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 152,418 | 2,804 | 0.08% | 0.1% | 59 | -43,115 | -22.05% | Q1 2026 | Apr 28, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 142,850 | 2,628 | 0.15% | 0.15% | 60 | +22,018 | 18.22% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 140,865 | 2,569 | 0.0% | 0.0% | 61 | +7,254 | 5.43% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 133,059 | 2,516 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 131,995 | 2,428 | 0.03% | 0.04% | 63 | +3,693 | 2.88% | Q1 2026 | May 15, 2026 |
| FF Advisors,LLC | History | Added to | 126,516 | 2,412 | 0.98% | 1.02% | 64 | +5,947 | 4.93% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 130,441 | 2,400 | 0.01% | 0.01% | 65 | -13,479 | -9.37% | Q1 2026 | Apr 24, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 125,979 | 2,318 | 0.26% | 0.25% | 66 | +3,384 | 2.76% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 125,549 | 2,310 | 0.09% | 0.09% | 67 | +5,520 | 4.6% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 120,946 | 2,225 | 0.04% | 0.05% | 68 | -14,974 | -11.02% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 119,936 | 2,206 | 0.0% | 0.0% | 69 | +67,577 | 129.06% | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | Reduced | 119,515 | 2,199 | 0.32% | 0.33% | 70 | -900 | -0.75% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 115,824 | 2,131 | 0.02% | 0.03% | 71 | -7,908 | -6.39% | Q1 2026 | Apr 28, 2026 |
| Trajan Wealth LLC | History | Added to | 113,522 | 2,088 | 0.08% | 0.08% | 72 | +7,693 | 7.27% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 113,328 | 2,085 | 0.0% | — | 73 | +113,328 | New | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 113,136 | 2,081 | 0.02% | 0.01% | 74 | +17,596 | 18.42% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 109,350 | 2,012 | 0.0% | 0.0% | 75 | +43,211 | 65.33% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Reduced | 108,284 | 1,992 | 0.01% | 0.07% | 76 | -1,318,217 | -92.41% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 104,538 | 1,976 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hegarty Advisors, LLC | History | Added to | 100,740 | 1,853 | 1.46% | 1.62% | 78 | +1,785 | 1.8% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 98,645 | 1,817 | 0.0% | 0.0% | 79 | -8,172 | -7.65% | Q1 2026 | Apr 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 98,178 | 1,806 | 0.1% | 0.09% | 80 | +12,206 | 14.2% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 90,529 | 1,709 | 0.01% | 0.01% | 81 | +13,412 | 17.39% | Q1 2026 | May 15, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 89,830 | 1,652 | 0.82% | 0.9% | 82 | -5,122 | -5.39% | Q1 2026 | May 15, 2026 |
| Traub Capital Management LLC | History | Reduced | 87,135 | 1,603 | 1.59% | 1.96% | 83 | -20,688 | -19.19% | Q1 2026 | Apr 23, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 86,600 | 1,593 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 80,653 | 1,484 | 0.02% | 0.02% | 85 | +1,270 | 1.6% | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | Added to | 79,705 | 1,466 | 0.18% | 0.17% | 86 | +7,774 | 10.81% | Q1 2026 | Apr 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 79,595 | 1,464 | 0.02% | 0.02% | 87 | +5,031 | 6.75% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 77,626 | 1,428 | 0.03% | 0.03% | 88 | +2,610 | 3.48% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 75,195 | 1,383 | 0.0% | 0.01% | 89 | -10,208 | -11.95% | Q1 2026 | Jun 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 74,851 | 1,377 | 0.0% | 0.01% | 90 | -38,234 | -33.81% | Q1 2026 | Apr 30, 2026 |
| Advisors Capital Management, LLC | History | Added to | 74,531 | 1,371 | 0.02% | 0.02% | 91 | +4,795 | 6.88% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 71,062 | 1,307 | 0.0% | 0.0% | 92 | -89,091 | -55.63% | Q1 2026 | May 07, 2026 |
| Unison Advisors LLC | History | Added to | 69,644 | 1,281 | 0.1% | 0.11% | 93 | +2,199 | 3.26% | Q1 2026 | Apr 28, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 69,538 | 1,279 | 0.29% | 0.29% | 94 | +1,204 | 1.76% | Q1 2026 | Apr 27, 2026 |
| Investors Research Corp | History | Reduced | 69,497 | 1,278 | 0.24% | 0.25% | 95 | -2,366 | -3.29% | Q1 2026 | Apr 03, 2026 |
| Objective Capital Management, LLC | History | Added to | 67,130 | 1,235 | 1.25% | 0.92% | 96 | +19,372 | 40.56% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 62,949 | 1,158 | 0.02% | 0.03% | 97 | -13,793 | -17.97% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 61,865 | 1,138 | 0.02% | — | 98 | +61,814 | 121203.92% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 59,653 | 1,097 | 0.0% | 0.0% | 99 | -1,416 | -2.32% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 59,371 | 1,092 | 0.06% | 0.06% | 100 | +4,096 | 7.41% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 58,360 | 1,073 | 0.24% | 0.32% | 101 | -15,959 | -21.47% | Q1 2026 | Apr 20, 2026 |
| Kestra Investment Management, LLC | History | Added to | 57,519 | 1,058 | 0.02% | 0.02% | 102 | +7,947 | 16.03% | Q1 2026 | May 11, 2026 |
| Alteri Wealth LLC | History | Added to | 57,121 | 1,051 | 0.34% | 0.33% | 103 | +3,667 | 6.86% | Q1 2026 | May 06, 2026 |
| Quadrature Capital Ltd | History | Added to | 56,300 | 1,035 | 0.01% | 0.01% | 104 | +4,394 | 8.47% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 55,606 | 1,023 | 0.03% | 0.09% | 105 | -75,933 | -57.73% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Reduced | 55,447 | 1,020 | 0.0% | 0.0% | 106 | -6,391 | -10.34% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 55,350 | 1,018 | 0.0% | 0.0% | 107 | -48 | -0.09% | Q1 2026 | Apr 27, 2026 |
| L & S Advisors Inc | History | Added to | 53,256 | 979 | 0.12% | 0.09% | 108 | +2,727 | 5.4% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 53,166 | 978 | 0.0% | 0.0% | 109 | +38,749 | 268.77% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 52,959 | 974 | 0.19% | 0.18% | 110 | -803 | -1.49% | Q1 2026 | Apr 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 51,207 | 942 | 0.0% | 0.0% | 111 | +24,207 | 89.66% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Added to | 46,968 | 864 | 0.18% | 0.19% | 112 | +1,618 | 3.57% | Q1 2026 | May 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 45,562 | 838 | 0.08% | 0.08% | 113 | +1,911 | 4.38% | Q1 2026 | Apr 27, 2026 |
| David Kennon Inc | History | Reduced | 43,504 | 800 | 0.29% | 1.48% | 114 | -176,050 | -80.19% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 42,935 | 790 | 0.02% | 0.01% | 115 | +8,122 | 23.33% | Q1 2026 | Apr 17, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 42,309 | 778 | 0.05% | 0.07% | 116 | -13,227 | -23.82% | Q1 2026 | Apr 28, 2026 |
| Apollon Financial, LLC | History | Reduced | 41,975 | 772 | 0.11% | 0.13% | 117 | -4,988 | -10.62% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 40,813 | 750 | 0.0% | 0.0% | 118 | +773 | 1.93% | Q1 2026 | Apr 29, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 39,294 | 723 | 0.08% | 0.12% | 120 | -10,158 | -20.54% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 39,342 | 723 | 0.0% | 0.0% | 119 | +4,644 | 13.38% | Q1 2026 | May 13, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 38,011 | 718 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 37,811 | 695 | 0.07% | 0.04% | 122 | +17,657 | 87.61% | Q1 2026 | Apr 30, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 37,448 | 689 | 0.45% | 0.44% | 123 | +865 | 2.36% | Q1 2026 | Apr 24, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 36,991 | 680 | 0.17% | 0.17% | 124 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 34,875 | 641 | 0.01% | 0.01% | 125 | +1,405 | 4.2% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 34,457 | 634 | 0.01% | 0.01% | 126 | +4,630 | 15.52% | Q1 2026 | Apr 14, 2026 |
| WBH ADVISORY INC | History | Added to | 33,915 | 623 | 0.05% | 0.04% | 127 | +4,892 | 16.86% | Q1 2026 | Apr 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 32,294 | 594 | 0.27% | 1.28% | 128 | -160,274 | -83.23% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 31,818 | 585 | 0.0% | 0.01% | 129 | -1,734 | -5.17% | Q1 2026 | Apr 15, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 31,700 | 583 | 0.09% | — | 130 | +31,700 | New | Q1 2026 | Apr 24, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 30,669 | 580 | 0.13% | 0.14% | 131 | -1,493 | -4.64% | Q1 2026 | Apr 16, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 30,965 | 569 | 0.0% | — | 132 | +30,965 | New | Q1 2026 | May 15, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 30,643 | 563 | 0.89% | 0.61% | 133 | +12,452 | 68.45% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 30,554 | 562 | 0.0% | — | 134 | +30,554 | New | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 30,530 | 561 | 0.01% | 0.01% | 135 | -543 | -1.75% | Q1 2026 | Apr 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 30,085 | 553 | 0.01% | 0.01% | 136 | -1,345 | -4.28% | Q1 2026 | Apr 10, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 29,915 | 550 | 0.16% | 0.17% | 137 | -230 | -0.76% | Q1 2026 | Apr 30, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 29,870 | 549 | 0.05% | 0.0% | 138 | +28,990 | 3294.32% | Q1 2026 | Apr 17, 2026 |
| MSH Capital Advisors LLC | History | Added to | 29,164 | 536 | 0.11% | 0.12% | 139 | +237 | 0.82% | Q1 2026 | May 08, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 29,000 | 533 | 0.07% | 0.08% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 28,892 | 532 | 0.03% | 0.03% | 141 | -989 | -3.31% | Q1 2026 | May 18, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 28,819 | 530 | 0.03% | 0.03% | 142 | -31 | -0.11% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 28,732 | 528 | 0.05% | 0.05% | 143 | -1,200 | -4.01% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 26,953 | 509 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 27,245 | 501 | 0.13% | 0.15% | 145 | -2,502 | -8.41% | Q1 2026 | Apr 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 26,433 | 486 | 0.01% | — | 146 | +26,433 | New | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | Added to | 25,688 | 472 | 0.01% | 0.01% | 147 | +8,100 | 46.05% | Q1 2026 | May 04, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 25,700 | 472 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 25,550 | 470 | 0.0% | 0.0% | 149 | +714 | 2.87% | Q1 2026 | May 15, 2026 |
| Accel Wealth Management | History | Reduced | 25,324 | 465 | 0.12% | 0.17% | 150 | -7,357 | -22.51% | Q1 2026 | Apr 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 24,738 | 455 | 0.31% | 0.28% | 151 | +2,169 | 9.61% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 24,403 | 449 | 0.0% | 0.0% | 152 | -8,924 | -26.78% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 24,082 | 443 | 0.02% | 0.02% | 153 | -709 | -2.86% | Q1 2026 | May 19, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 23,391 | 430 | 0.01% | 0.01% | 154 | -1,208 | -4.91% | Q1 2026 | May 22, 2026 |
| World Investment Advisors | History | Reduced | 23,024 | 423 | 0.01% | 0.01% | 155 | -1,825 | -7.34% | Q1 2026 | Apr 27, 2026 |
| 10Elms LLP | History | No change | 23,010 | 423 | 0.27% | 0.4% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Reduced | 22,929 | 421 | 0.07% | 0.11% | 157 | -7,053 | -23.52% | Q1 2026 | Apr 15, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 22,095 | 421 | 0.18% | 0.19% | 158 | +101 | 0.46% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,637 | 416 | 0.0% | 0.0% | 159 | +10,537 | 87.08% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 22,602 | 415 | 0.01% | 0.01% | 160 | -541 | -2.34% | Q1 2026 | May 15, 2026 |
| Prospect Financial Services LLC | History | Reduced | 22,255 | 409 | 0.25% | 0.33% | 161 | -8,600 | -27.87% | Q1 2026 | Apr 24, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 22,219 | 408 | 0.05% | 0.06% | 162 | -6,223 | -21.88% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 21,726 | 399 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | Reduced | 21,416 | 394 | 0.2% | 1.45% | 164 | -123,768 | -85.25% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 21,405 | 393 | 0.01% | 0.01% | 165 | -45 | -0.21% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | New | 21,037 | 387 | 0.01% | — | 166 | +21,037 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 20,201 | 383 | 0.22% | — | 168 | +20,201 | New | Q1 2026 | May 19, 2026 |
| Austin Wealth Management, LLC | History | Added to | 20,758 | 383 | 0.09% | 0.05% | 167 | +2,967 | 16.68% | Q1 2026 | Apr 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 20,046 | 368 | 0.12% | 0.13% | 169 | -1,071 | -5.07% | Q1 2026 | Apr 24, 2026 |
| FLC Capital Advisors | History | Reduced | 19,922 | 366 | 0.07% | 0.08% | 170 | -3,481 | -14.87% | Q1 2026 | May 01, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 19,744 | 363 | 0.18% | 0.29% | 171 | -8,557 | -30.24% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 19,513 | 359 | 0.02% | 0.02% | 172 | +1,759 | 9.91% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 19,409 | 357 | 0.01% | 0.01% | 173 | +23 | 0.12% | Q1 2026 | May 12, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 19,410 | 357 | 0.3% | 0.32% | 174 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Gateway Wealth Partners, LLC | History | New | 18,712 | 344 | 0.01% | — | 175 | +18,712 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 18,562 | 341 | 0.04% | 0.04% | 176 | +1,632 | 9.64% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 18,555 | 341 | 0.01% | 0.01% | 177 | -174 | -0.93% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 17,269 | 317 | 0.0% | 0.0% | 178 | -3,269 | -15.92% | Q1 2026 | May 05, 2026 |
| CFO4Life Group, LLC | History | No change | 16,888 | 310 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | Added to | 16,731 | 307 | 0.03% | 0.03% | 180 | +259 | 1.57% | Q1 2026 | Apr 20, 2026 |
| GeoWealth Management, LLC | History | Reduced | 16,681 | 306 | 0.01% | 0.01% | 181 | -172 | -1.02% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 16,446 | 302 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INVESTED ADVISORS | History | Added to | 16,408 | 301 | 0.3% | 0.32% | 183 | +11 | 0.07% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Added to | 15,933 | 293 | 0.03% | 0.03% | 184 | +2,580 | 19.32% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 15,917 | 292 | 0.0% | 0.0% | 185 | -2,525 | -13.69% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 15,472 | 284 | 0.01% | 0.01% | 186 | -125 | -0.8% | Q1 2026 | Apr 14, 2026 |
| RVW Wealth, LLC | History | No change | 15,196 | 279 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 14,972 | 275 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,935 | 274 | 0.0% | 0.0% | 189 | -4,656 | -23.77% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 14,863 | 273 | 0.01% | 0.02% | 190 | -1,525 | -9.31% | Q1 2026 | Apr 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,175 | 260 | 0.01% | 0.01% | 191 | -826 | -5.51% | Q1 2026 | May 15, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 13,945 | 256 | 0.1% | 0.11% | 192 | -142 | -1.01% | Q1 2026 | Apr 21, 2026 |
| RHS Financial, LLC | History | Reduced | 13,794 | 253 | 0.12% | 0.19% | 193 | -7,131 | -34.08% | Q1 2026 | Apr 28, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 13,617 | 250 | 0.05% | 0.11% | 194 | -14,095 | -50.86% | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 13,563 | 249 | 0.0% | — | 196 | +13,563 | New | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 13,513 | 249 | 0.0% | 0.0% | 195 | -3,932 | -22.54% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,415 | 246 | 0.01% | 0.01% | 197 | +552 | 4.29% | Q1 2026 | May 12, 2026 |
| Inspire Advisors, LLC | History | Reduced | 13,277 | 244 | 0.02% | 0.03% | 198 | -1,580 | -10.63% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 12,820 | 235 | 0.03% | — | 199 | +12,820 | New | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,557 | 231 | 0.0% | 0.0% | 200 | +2,243 | 21.75% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 12,546 | 230 | 0.01% | 0.01% | 201 | +954 | 8.23% | Q1 2026 | Apr 09, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 12,000 | 226 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 12,231 | 225 | 0.04% | 0.05% | 203 | -2,065 | -14.44% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,175 | 224 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keystone Financial Group | History | Added to | 12,042 | 221 | 0.02% | 0.02% | 205 | +6 | 0.05% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 11,550 | 212 | 0.01% | 0.02% | 206 | -836 | -6.75% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 11,339 | 208 | 0.0% | 0.01% | 207 | -2,462 | -17.84% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 11,327 | 208 | 0.13% | 0.15% | 208 | -222 | -1.92% | Q1 2026 | May 13, 2026 |
| Avory & Company, LLC | History | New | 11,014 | 202 | 0.26% | — | 209 | +11,014 | New | Q1 2026 | Apr 29, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 10,933 | 201 | 0.02% | 0.02% | 210 | -1,389 | -11.27% | Q1 2026 | Apr 14, 2026 |
| Breakwater Capital Group | History | New | 10,794 | 198 | 0.03% | — | 212 | +10,794 | New | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,770 | 198 | 0.0% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 10,585 | 194 | 0.0% | — | 213 | +10,585 | New | Q1 2026 | Apr 20, 2026 |
| Independent Wealth Network Inc. | History | New | 10,551 | 194 | 0.06% | — | 214 | +10,551 | New | Q1 2026 | Apr 20, 2026 |
| VISTA FINANCE, LLC | History | New | 10,475 | 192 | 0.15% | — | 215 | +10,475 | New | Q1 2026 | May 04, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 10,357 | 190 | 0.02% | 0.02% | 216 | +148 | 1.45% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Added to | 10,255 | 188 | 0.01% | 0.01% | 217 | +99 | 0.97% | Q1 2026 | May 15, 2026 |
| FDx Advisors, Inc. | History | New | 10,158 | 187 | 0.06% | — | 218 | +10,158 | New | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 10,000 | 184 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBT BANK N A /NY | History | No change | 10,000 | 184 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,625 | 177 | 0.0% | 0.0% | 221 | +2,943 | 44.04% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 9,154 | 168 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 9,040 | 166 | 0.01% | 0.01% | 223 | +580 | 6.86% | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | No change | 8,000 | 147 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,453 | 137 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,510 | 123 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 6,455 | 118 | 0.1% | 0.12% | 227 | -1,240 | -16.11% | Q1 2026 | Apr 22, 2026 |
| Tidemark, LLC | History | No change | 6,439 | 118 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,769 | 106 | 0.0% | 0.0% | 229 | -3,943 | -40.6% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,250 | 96 | 0.0% | 0.0% | 230 | +2,519 | 92.24% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Reduced | 4,908 | 90 | 0.01% | 0.01% | 231 | -51 | -1.03% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,717 | 86 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 4,438 | 81 | 0.01% | 0.01% | 233 | -1,920 | -30.2% | Q1 2026 | Apr 28, 2026 |
| Team Financial Group, LLC | History | Added to | 4,340 | 79 | 0.04% | 0.04% | 234 | +63 | 1.47% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 4,115 | 75 | 0.0% | 0.0% | 235 | +408 | 11.01% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,006 | 73 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,544 | 65 | 0.01% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trask Adam Roland | History | New | 3,252 | 59 | 0.06% | — | 238 | +3,252 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 3,186 | 58 | 0.01% | — | 240 | +3,186 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,193 | 58 | 0.0% | 0.0% | 239 | +1,256 | 64.84% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | No change | 2,962 | 54 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,861 | 52 | 0.03% | — | 242 | +2,861 | New | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,663 | 49 | 0.02% | 0.02% | 243 | +41 | 1.56% | Q1 2026 | Apr 17, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 2,712 | 49 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Truvestments Capital LLC | History | New | 2,566 | 47 | 0.01% | — | 245 | +2,566 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 2,370 | 43 | 0.0% | — | 246 | +2,370 | New | Q1 2026 | Apr 24, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 2,118 | 38 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2,000 | 36 | 0.0% | — | 249 | +2,000 | New | Q1 2026 | May 12, 2026 |
| HOWE & RUSLING INC | History | No change | 1,978 | 36 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WPG Advisers, LLC | History | Added to | 1,805 | 33 | 0.02% | 0.02% | 250 | +77 | 4.46% | Q1 2026 | Apr 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,634 | 30 | 0.02% | 0.03% | 251 | -342 | -17.31% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,564 | 28 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,333 | 24 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,000 | 18 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | New | 849 | 15 | 0.0% | — | 257 | +849 | New | Q1 2026 | Apr 28, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 823 | 15 | 0.0% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 836 | 15 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Winthrop Capital Management, LLC | History | No change | 768 | 14 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Wealth Strategies & Associates | History | No change | 717 | 13 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| New Millennium Group LLC | History | No change | 687 | 12 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 645 | 11 | 0.0% | 0.0% | 263 | -2,000 | -75.61% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Reduced | 612 | 11 | 0.0% | 0.0% | 261 | -94 | -13.31% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 605 | 11 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 622 | 11 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 562 | 10 | 0.01% | 0.01% | 265 | +9 | 1.63% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 499 | 9 | 0.0% | 0.0% | 266 | -18 | -3.48% | Q1 2026 | May 14, 2026 |
| Noble Wealth Management PBC | History | No change | 500 | 9 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Caldwell Trust Co | History | No change | 498 | 9 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Key Capital Management, INC | History | New | 482 | 8 | 0.01% | — | 270 | +482 | New | Q1 2026 | May 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 463 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Realta Investment Advisors | History | Added to | 390 | 7 | 0.0% | 0.0% | 271 | +7 | 1.83% | Q1 2026 | Apr 22, 2026 |
| Fortis Group Advisors, LLC | History | No change | 375 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 288 | 5 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 230 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 200 | 3 | 0.0% | — | 275 | +200 | New | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, LLC | History | New | 131 | 2 | 0.0% | — | 279 | +131 | New | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | Added to | 137 | 2 | 0.0% | 0.0% | 278 | +2 | 1.48% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 116 | 2 | 0.0% | 0.0% | 277 | +1 | 0.87% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 132 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 63 | 1 | 0.0% | — | 285 | +63 | New | Q1 2026 | May 01, 2026 |
| Horizon Investments, LLC | History | Added to | 88 | 1 | 0.0% | 0.0% | 282 | +23 | 35.38% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 104 | 1 | 0.0% | 0.0% | 283 | +1 | 0.97% | Q1 2026 | May 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 97 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 95 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Perissos Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -71,855 | -100.0% | Q1 2026 | May 07, 2026 |
| Continuum Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -32,836 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,537 | -100.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,224 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,890 | -100.0% | Q1 2026 | May 14, 2026 |
| Firestone Capital Management | History | Closed out | 0 | 0 | — | 0.07% | — | -16,691 | -100.0% | Q1 2026 | May 08, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,159 | -100.0% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,798 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,655 | -100.0% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,281 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HF Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,688 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | 0.03% | — | -10,426 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,306 | -100.0% | Q1 2026 | Apr 28, 2026 |
| WMS Group LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -10,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,292 | -100.0% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -720 | -100.0% | Q1 2026 | Apr 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -302 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 15, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| PMV Capital Advisers, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 54 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |