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.
Details.
Rows: 0
| 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 | Added to | 6,927,424 | 121,922 | 2.3% | 2.42% | 1 | +101,232 | 1.48% | Q3 2026 | Oct 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,082,251 | 94,987 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,399,971 | 63,545 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 3,491,508 | 61,450 | 2.5% | 2.26% | 4 | +207,962 | 6.33% | Q3 2026 | Oct 21, 2026 |
| MORGAN STANLEY | History | No change | 2,797,268 | 52,280 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,526,830 | 47,226 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,522,498 | 47,145 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Lido Advisors, LLC | History | No change | 1,726,148 | 32,261 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,551,000 | 28,988 | 1.69% | 1.69% | 9 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 1,472,675 | 27,524 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 1,387,155 | 25,925 | 0.18% | 0.18% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,269,010 | 23,717 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 1,341,305 | 23,606 | 13.85% | 16.41% | 13 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 1,330,341 | 23,414 | 2.17% | 2.16% | 14 | +67,866 | 5.38% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,087,805 | 20,331 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 1,071,515 | 18,858 | 5.9% | 6.1% | 16 | +28,756 | 2.76% | Q3 2026 | Oct 26, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 1,065,601 | 18,754 | 1.12% | 0.59% | 17 | +569,010 | 114.58% | Q3 2026 | Oct 16, 2026 |
| BESSEMER GROUP INC | History | No change | 1,001,871 | 18,725 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 951,673 | 16,749 | 0.01% | 0.01% | 19 | -154,674 | -13.98% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Reduced | 937,855 | 16,506 | 0.03% | 0.03% | 20 | -5,228 | -0.55% | Q3 2026 | Oct 21, 2026 |
| MAI Capital Management | History | No change | 854,288 | 15,966 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 718,622 | 13,431 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 665,418 | 12,436 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 663,805 | 12,406 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 640,241 | 11,966 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 632,112 | 11,814 | 0.73% | 0.73% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 571,981 | 10,690 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONNING INC. | History | No change | 580,200 | 10,211 | 0.31% | 0.32% | 28 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 476,029 | 8,896 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 452,478 | 7,963 | 1.64% | 2.97% | 30 | -324,730 | -41.78% | Q3 2026 | Oct 05, 2026 |
| Prairiewood Capital, LLC | History | Added to | 434,814 | 7,652 | 1.93% | 1.93% | 31 | +37,204 | 9.36% | Q3 2026 | Oct 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 394,586 | 7,366 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 365,711 | 6,835 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 387,709 | 6,823 | 1.11% | 1.1% | 34 | +25,567 | 7.06% | Q3 2026 | Oct 21, 2026 |
| Texas Yale Capital Corp. | History | No change | 336,642 | 6,291 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 357,226 | 6,287 | 0.02% | 0.02% | 36 | -683 | -0.19% | Q3 2026 | Nov 02, 2026 |
| Plan Group Financial, LLC | History | Added to | 365,163 | 6,277 | 1.23% | 1.26% | 37 | +37,224 | 11.35% | Q3 2026 | Oct 22, 2026 |
| WealthTrust Axiom LLC | History | No change | 321,568 | 6,010 | 1.34% | 1.34% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 317,639 | 5,937 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | New | 326,313 | 5,743 | 0.71% | — | 40 | +326,313 | New | Q3 2026 | Oct 19, 2026 |
| Carnegie Investment Counsel | History | Reduced | 312,255 | 5,495 | 0.11% | 0.2% | 41 | -221,378 | -41.49% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 265,582 | 4,963 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 262,359 | 4,903 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 271,170 | 4,772 | 0.25% | 0.31% | 44 | -50,150 | -15.61% | Q3 2026 | Oct 23, 2026 |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | History | Added to | 267,935 | 4,715 | 3.54% | 3.74% | 45 | +12,988 | 5.09% | Q3 2026 | Oct 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 261,184 | 4,597 | 0.03% | 0.03% | 46 | -28,979 | -9.99% | Q3 2026 | Oct 26, 2026 |
| SWS Partners | History | Reduced | 225,555 | 3,969 | 0.85% | 1.13% | 47 | -53,293 | -19.11% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 209,229 | 3,910 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 221,221 | 3,866 | 0.17% | 0.19% | 49 | -4,796 | -2.12% | Q3 2026 | Oct 09, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 206,182 | 3,853 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 205,444 | 3,615 | 0.18% | 0.21% | 51 | +8,010 | 4.06% | Q3 2026 | Oct 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 179,600 | 3,356 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 171,917 | 3,213 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 180,737 | 3,180 | 0.07% | 0.08% | 54 | -548 | -0.3% | Q3 2026 | Oct 21, 2026 |
| Apella Capital, LLC | History | Reduced | 176,502 | 3,085 | 0.04% | 0.07% | 55 | -84,305 | -32.32% | Q3 2026 | Oct 08, 2026 |
| Private Advisor Group, LLC | History | No change | 164,315 | 3,071 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 163,943 | 3,064 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 163,454 | 3,054 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 156,935 | 2,933 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 155,676 | 2,909 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 152,556 | 2,851 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 147,447 | 2,755 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 138,526 | 2,589 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 139,298 | 2,451 | 0.24% | 0.24% | 64 | +8,156 | 6.22% | Q3 2026 | Oct 27, 2026 |
| Summit Financial, LLC | History | No change | 130,478 | 2,438 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 135,050 | 2,376 | 0.06% | 0.07% | 66 | -8,306 | -5.79% | Q3 2026 | Oct 16, 2026 |
| FF Advisors,LLC | History | Added to | 133,433 | 2,348 | 0.86% | 0.93% | 67 | +493 | 0.37% | Q3 2026 | Oct 21, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 122,640 | 2,292 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crews Bank & Trust | History | No change | 121,730 | 2,275 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 116,972 | 2,186 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trajan Wealth LLC | History | No change | 115,289 | 2,154 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 114,772 | 2,145 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 109,711 | 2,049 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hegarty Advisors, LLC | History | Added to | 109,388 | 1,925 | 1.19% | 1.33% | 74 | +5,638 | 5.43% | Q3 2026 | Oct 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 93,208 | 1,742 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 98,178 | 1,727 | 0.08% | 0.09% | 76 | -560 | -0.57% | Q3 2026 | Oct 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 92,115 | 1,721 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | No change | 89,919 | 1,680 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Prepared Retirement Institute LLC | History | No change | 89,174 | 1,666 | 0.71% | 0.71% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 89,716 | 1,579 | 0.0% | 0.0% | 80 | +1,141 | 1.29% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 89,003 | 1,566 | 0.0% | 0.0% | 81 | +31,547 | 54.91% | Q3 2026 | Nov 02, 2026 |
| Traub Capital Management LLC | History | No change | 83,224 | 1,555 | 1.39% | 1.39% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 79,865 | 1,492 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 79,595 | 1,487 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 77,749 | 1,453 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisors Capital Management, LLC | History | No change | 77,076 | 1,440 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpha Financial Partners LLC | History | No change | 75,479 | 1,410 | 0.74% | 0.74% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Unison Advisors LLC | History | Added to | 79,655 | 1,401 | 0.1% | 0.1% | 88 | +3,847 | 5.07% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 74,861 | 1,399 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 72,124 | 1,348 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Strategies LLC | History | Added to | 76,425 | 1,345 | 0.13% | 0.13% | 91 | +5,614 | 7.93% | Q3 2026 | Oct 16, 2026 |
| CreativeOne Wealth, LLC | History | No change | 71,159 | 1,329 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 71,849 | 1,264 | 0.24% | 0.26% | 93 | +1,570 | 2.23% | Q3 2026 | Oct 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 69,306 | 1,219 | 0.02% | 0.02% | 94 | +10,910 | 18.68% | Q3 2026 | Oct 28, 2026 |
| NWAM LLC | History | No change | 64,344 | 1,202 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 62,971 | 1,176 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 64,722 | 1,139 | 1.29% | 1.17% | 97 | +12,929 | 24.96% | Q3 2026 | Oct 21, 2026 |
| Alteri Wealth LLC | History | No change | 60,682 | 1,134 | 0.31% | 0.31% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investors Research Corp | History | Reduced | 62,527 | 1,100 | 0.19% | 0.22% | 99 | -2,549 | -3.92% | Q3 2026 | Oct 07, 2026 |
| Mutual Advisors, LLC | History | No change | 57,445 | 1,073 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 56,249 | 1,051 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 54,577 | 1,020 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Investment Management, LLC | History | No change | 53,734 | 1,004 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| L & S Advisors Inc | History | No change | 53,677 | 1,003 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 53,458 | 940 | 0.02% | 0.02% | 105 | +8,773 | 19.63% | Q3 2026 | Oct 21, 2026 |
| Triumph Capital Management | History | Added to | 51,541 | 907 | 0.16% | 0.17% | 106 | +758 | 1.49% | Q3 2026 | Oct 14, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 50,999 | 897 | 0.15% | 0.17% | 107 | -1,671 | -3.17% | Q3 2026 | Oct 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 46,730 | 873 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Austin Wealth Management, LLC | History | No change | 46,459 | 863 | 0.18% | 0.18% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 45,362 | 847 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 44,260 | 827 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 43,530 | 766 | 0.08% | 0.08% | 112 | +4,605 | 11.83% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,156 | 754 | 0.0% | 0.0% | 113 | -59,224 | -57.85% | Q3 2026 | Oct 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 41,934 | 738 | 0.02% | 0.02% | 114 | -5,774 | -12.1% | Q3 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 39,072 | 730 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 40,491 | 712 | 0.05% | 0.06% | 116 | -3,474 | -7.9% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 38,772 | 682 | 0.0% | 0.0% | 117 | +4,535 | 13.25% | Q3 2026 | Oct 08, 2026 |
| WBH ADVISORY INC | History | No change | 35,629 | 665 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 37,420 | 658 | 0.38% | 0.4% | 119 | +200 | 0.54% | Q3 2026 | Nov 03, 2026 |
| CENTRAL TRUST Co | History | No change | 34,954 | 653 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealthfront Advisers LLC | History | No change | 33,656 | 629 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Financial, LLC | History | No change | 35,269 | 620 | 0.07% | 0.08% | 122 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 35,102 | 617 | 0.13% | 0.15% | 123 | -1,389 | -3.81% | Q3 2026 | Nov 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 35,000 | 616 | 0.0% | 0.0% | 124 | -12,446 | -26.23% | Q3 2026 | Oct 28, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 34,352 | 604 | 0.05% | 0.06% | 125 | +273 | 0.8% | Q3 2026 | Oct 19, 2026 |
| Objective Capital Management, LLC | History | Reduced | 33,443 | 588 | 0.53% | 1.24% | 126 | -41,207 | -55.2% | Q3 2026 | Oct 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 33,189 | 584 | 0.01% | 0.01% | 127 | -1,915 | -5.46% | Q3 2026 | Oct 13, 2026 |
| David Kennon Inc | History | Reduced | 32,570 | 573 | 0.19% | 0.23% | 128 | -4,488 | -12.11% | Q3 2026 | Oct 13, 2026 |
| 10Elms LLP | History | No change | 29,092 | 543 | 0.23% | 0.23% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 29,000 | 542 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 28,960 | 541 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Essex Financial Services, Inc. | History | No change | 28,819 | 538 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trinity Legacy Partners, LLC | History | No change | 28,476 | 528 | 0.11% | 0.11% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 27,336 | 510 | 0.32% | 0.32% | 134 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 28,915 | 508 | 0.01% | 0.01% | 135 | +6,000 | 26.18% | Q3 2026 | Oct 13, 2026 |
| Mariner, LLC | History | No change | 27,110 | 506 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 28,530 | 502 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Gotham Asset Management, LLC | History | No change | 26,724 | 499 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 26,336 | 492 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 26,076 | 487 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 26,197 | 486 | 0.26% | 0.26% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 27,504 | 484 | 0.12% | 0.14% | 142 | -2,303 | -7.73% | Q3 2026 | Oct 19, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 27,418 | 482 | 0.07% | 0.09% | 144 | -1,274 | -4.44% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 25,841 | 482 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 26,606 | 468 | 0.04% | 0.04% | 145 | +2,459 | 10.18% | Q3 2026 | Oct 20, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 26,293 | 462 | 0.01% | 0.01% | 146 | -58 | -0.22% | Q3 2026 | Oct 21, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 24,244 | 453 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 25,700 | 452 | 0.09% | 0.1% | 148 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Western Wealth Management, LLC | History | No change | 24,096 | 450 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millington Financial Advisors, LLC | History | No change | 23,814 | 442 | 0.17% | 0.17% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 22,876 | 426 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 22,838 | 426 | 0.18% | 0.18% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 24,071 | 424 | 2.37% | 2.6% | 153 | -73,543 | -75.34% | Q3 2026 | Nov 02, 2026 |
| Westside Investment Management, Inc. | History | New | 24,050 | 423 | 0.05% | — | 154 | +24,050 | New | Q3 2026 | Nov 02, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 23,185 | 408 | 0.03% | 0.03% | 155 | -7,170 | -23.62% | Q3 2026 | Oct 30, 2026 |
| Savvy Advisors, Inc. | History | No change | 21,703 | 405 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 22,585 | 397 | 0.09% | 0.11% | 157 | -4,363 | -16.19% | Q3 2026 | Oct 08, 2026 |
| EASTERN BANK | History | New | 22,500 | 396 | 0.01% | — | 158 | +22,500 | New | Q3 2026 | Oct 05, 2026 |
| Focus Partners Wealth | History | No change | 21,036 | 393 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospect Financial Services LLC | History | No change | 20,255 | 378 | 0.19% | 0.19% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 19,619 | 366 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| WCG Wealth Advisors LLC | History | No change | 19,432 | 363 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 20,200 | 355 | 0.0% | — | 163 | +20,200 | New | Q3 2026 | Oct 23, 2026 |
| Activest Wealth Management | History | Reduced | 19,974 | 351 | 0.06% | 0.08% | 164 | -3,022 | -13.14% | Q3 2026 | Oct 15, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 18,685 | 349 | 0.26% | 0.26% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Note Advisors, LLC | History | No change | 18,138 | 338 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 19,195 | 337 | 0.01% | 0.01% | 167 | -2,199 | -10.28% | Q3 2026 | Oct 13, 2026 |
| INVESTED ADVISORS | History | Added to | 19,081 | 335 | 0.29% | 0.31% | 168 | +237 | 1.26% | Q3 2026 | Oct 23, 2026 |
| AMG National Trust Bank | History | No change | 17,588 | 328 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLC Capital Advisors | History | No change | 17,600 | 328 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| StoneX Group Inc. | History | New | 18,027 | 319 | 0.01% | — | 171 | +18,027 | New | Q3 2026 | Nov 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 16,949 | 316 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thompson David Blair | History | No change | 16,771 | 313 | 0.16% | 0.16% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 16,446 | 307 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 16,475 | 307 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Inscription Capital, LLC | History | Added to | 17,277 | 304 | 0.03% | 0.03% | 176 | +277 | 1.63% | Q3 2026 | Nov 02, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 17,087 | 300 | 0.01% | 0.01% | 177 | +587 | 3.56% | Q3 2026 | Oct 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,387 | 270 | 0.0% | 0.0% | 178 | +3,960 | 34.65% | Q3 2026 | Oct 30, 2026 |
| RVW Wealth, LLC | History | Reduced | 15,155 | 266 | 0.02% | 0.02% | 179 | -41 | -0.27% | Q3 2026 | Oct 06, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 14,171 | 264 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 13,644 | 255 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WHITTIER TRUST CO | History | No change | 13,513 | 253 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 14,057 | 247 | 0.08% | 0.09% | 184 | -57 | -0.4% | Q3 2026 | Oct 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,257 | 247 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 13,748 | 241 | 0.01% | 0.01% | 185 | -1,034 | -6.99% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,557 | 234 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 12,389 | 231 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 12,316 | 230 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,175 | 227 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 12,820 | 225 | 0.02% | — | 190 | +12,820 | New | Q3 2026 | Oct 26, 2026 |
| RHS Financial, LLC | History | New | 12,568 | 221 | 0.07% | — | 192 | +12,568 | New | Q3 2026 | Oct 13, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 12,583 | 221 | 0.03% | 0.05% | 191 | -634 | -4.8% | Q3 2026 | Oct 23, 2026 |
| Nelson Capital Management, LLC | History | No change | 11,549 | 215 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Wealth, LLC/TN | History | Reduced | 12,291 | 210 | 0.1% | 0.15% | 194 | -4,170 | -25.33% | Q3 2026 | Oct 27, 2026 |
| Avory & Company, LLC | History | Added to | 11,557 | 203 | 0.26% | 0.26% | 195 | +543 | 4.93% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 10,890 | 203 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 11,489 | 202 | 0.0% | 0.0% | 197 | +339 | 3.04% | Q3 2026 | Oct 16, 2026 |
| Independent Wealth Network Inc. | History | Added to | 11,488 | 202 | 0.05% | 0.05% | 198 | +130 | 1.14% | Q3 2026 | Oct 19, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 10,770 | 201 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Accel Wealth Management | History | Reduced | 11,294 | 198 | 0.04% | 0.05% | 200 | -279 | -2.41% | Q3 2026 | Oct 13, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 11,206 | 197 | 0.04% | 0.22% | 201 | -47,828 | -81.02% | Q3 2026 | Oct 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,434 | 195 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key Capital Management, INC | History | Added to | 11,029 | 194 | 0.07% | 0.01% | 203 | +9,763 | 771.17% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 10,358 | 193 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,848 | 190 | 0.01% | 0.08% | 207 | -76,520 | -87.58% | Q3 2026 | Oct 15, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 10,824 | 190 | 0.01% | 0.01% | 206 | -3,271 | -23.21% | Q3 2026 | Nov 03, 2026 |
| FDx Advisors, Inc. | History | No change | 10,158 | 190 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,039 | 187 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VISTA FINANCE, LLC | History | No change | 10,475 | 184 | 0.1% | 0.11% | 209 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 10,418 | 183 | 0.02% | 0.02% | 210 | +154 | 1.5% | Q3 2026 | Oct 16, 2026 |
| Sigma Planning Corp | History | Added to | 10,300 | 181 | 0.0% | 0.0% | 211 | +180 | 1.78% | Q3 2026 | Oct 23, 2026 |
| HF Advisory Group, LLC | History | New | 10,194 | 179 | 0.05% | — | 212 | +10,194 | New | Q3 2026 | Oct 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 10,000 | 176 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NBT BANK, N.A. | History | No change | 10,000 | 176 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Sculati Wealth Management, LLC | History | No change | 10,061 | 174 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 9,154 | 161 | 0.01% | 0.02% | 216 | -5,440 | -37.28% | Q3 2026 | Oct 21, 2026 |
| AE Wealth Management LLC | History | No change | 8,539 | 159 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthShield Partners, LLC | History | No change | 8,234 | 153 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 8,000 | 148 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 8,390 | 147 | 0.0% | 0.01% | 220 | -616 | -6.84% | Q3 2026 | Oct 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,453 | 139 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 7,414 | 138 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 7,200 | 134 | 0.2% | 0.2% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | No change | 6,425 | 120 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,250 | 98 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,717 | 88 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 4,570 | 78 | 0.06% | 0.1% | 227 | -1,885 | -29.2% | Q3 2026 | Oct 29, 2026 |
| Transce3nd, LLC | History | New | 3,996 | 68 | 0.07% | — | 228 | +3,996 | New | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,633 | 67 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 3,524 | 65 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortitude Family Office, LLC | History | No change | 3,544 | 62 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Burnham & Co LLC | History | No change | 3,252 | 60 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 2,962 | 55 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 2,870 | 53 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 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 |
| Birchwood Financial Partners, Inc. | History | Added to | 2,158 | 37 | 0.03% | 0.03% | 237 | +34 | 1.6% | Q3 2026 | Nov 02, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,082 | 36 | 0.0% | 0.0% | 241 | -123 | -5.58% | Q3 2026 | Nov 02, 2026 |
| HOWE & RUSLING INC | History | No change | 1,978 | 36 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,937 | 36 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,966 | 36 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 1,913 | 35 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 1,895 | 33 | 0.0% | 0.0% | 243 | -5 | -0.26% | Q3 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 1,672 | 31 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,565 | 29 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Markowski Investments | History | Added to | 1,620 | 28 | 0.01% | 0.01% | 247 | +26 | 1.63% | Q3 2026 | Oct 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,634 | 28 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,455 | 27 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,333 | 23 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,015 | 18 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Caitlin John, LLC | History | No change | 1,000 | 18 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 1,000 | 17 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 924 | 16 | 0.01% | — | 256 | +924 | New | Q3 2026 | Oct 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 945 | 16 | 0.01% | 0.01% | 255 | -213 | -18.39% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 891 | 16 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 879 | 16 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 897 | 15 | 0.0% | — | 257 | +897 | New | Q3 2026 | Nov 03, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 823 | 14 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Winthrop Capital Management, LLC | History | No change | 768 | 14 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 605 | 11 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 463 | 8 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Caldwell Trust Co | History | No change | 498 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Meramec Financial Planners, LLC | History | No change | 452 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fortis Group Advisors, LLC | History | No change | 375 | 7 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 345 | 6 | 0.0% | 0.0% | 266 | -277 | -44.53% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 383 | 6 | 0.0% | 0.0% | 265 | -35 | -8.37% | Q3 2026 | Oct 26, 2026 |
| Latitude Advisors, LLC | History | New | 294 | 5 | 0.0% | — | 269 | +294 | New | Q3 2026 | Oct 27, 2026 |
| Ancora Advisors LLC | History | No change | 288 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 310 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| US BANCORP \DE\ | History | No change | 250 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Synergy Investment Management, LLC | History | No change | 229 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 137 | 2 | 0.0% | — | 274 | +136 | 13600.0% | Q3 2026 | Oct 30, 2026 |
| Princeton Global Asset Management LLC | History | New | 115 | 2 | 0.0% | — | 277 | +115 | New | Q3 2026 | Oct 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 132 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nemes Rush Group LLC | History | No change | 139 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 54 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 97 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 95 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 104 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 95 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 2.04% | — | -1,121,532 | -100.0% | Q3 2026 | Oct 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -605,218 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -605,218 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,154 | -100.0% | Q3 2026 | Oct 22, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,443 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,006 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,706 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -580 | -100.0% | Q3 2026 | Nov 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q3 2026 | Oct 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 23, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Horizon Investments, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |