VanEck ETF Trust - PFXF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,351,204 | 93,860 | 0.01% | 0.01% | 1 | +705,474 | 15.19% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,266,167 | 57,288 | 0.0% | 0.0% | 2 | +724,840 | 28.52% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,216,238 | 56,412 | 0.01% | 0.01% | 3 | +254,868 | 8.61% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,917,692 | 33,636 | 0.01% | 0.01% | 4 | +69,786 | 3.78% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,814,226 | 31,821 | 0.01% | 0.01% | 5 | +76,063 | 4.38% | Q1 2026 | May 11, 2026 |
| Tanager Wealth Management LLP | History | Added to | 1,587,632 | 27,847 | 2.69% | 2.55% | 6 | +138,544 | 9.56% | Q1 2026 | Apr 20, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 1,525,220 | 26,752 | 17.61% | 17.41% | 7 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,148,172 | 20,138 | 0.06% | 0.06% | 8 | -323,706 | -21.99% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 660,091 | 11,577 | 0.0% | 0.0% | 9 | +95,317 | 16.88% | Q1 2026 | May 04, 2026 |
| Tradewinds Capital Management, LLC | History | New | 631,540 | 11,077 | 2.2% | — | 10 | +631,540 | New | Q1 2026 | Apr 14, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 600,022 | 10,524 | 6.77% | 6.95% | 11 | +3,541 | 0.59% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 556,951 | 9,768 | 0.0% | 0.0% | 12 | -58,146 | -9.45% | Q1 2026 | May 05, 2026 |
| Wealth Intelligence, LLC | History | Reduced | 544,001 | 9,541 | 4.59% | 5.46% | 13 | -79,237 | -12.71% | Q1 2026 | Apr 15, 2026 |
| Dougherty & Associates, LLC | History | Added to | 512,478 | 8,988 | 8.26% | 7.6% | 14 | +30,869 | 6.41% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 484,045 | 8,491 | 0.0% | 0.0% | 15 | +155,882 | 47.5% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 476,908 | 8,364 | 0.01% | 0.01% | 16 | +8,878 | 1.9% | Q1 2026 | Apr 27, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 394,621 | 6,921 | 2.5% | 2.31% | 17 | +21,373 | 5.73% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 367,773 | 6,450 | 0.01% | 0.01% | 18 | +40,672 | 12.43% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 365,583 | 6,412 | 0.21% | 0.23% | 19 | -33,356 | -8.36% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 341,258 | 5,985 | 0.07% | 0.07% | 20 | +5,929 | 1.77% | Q1 2026 | Apr 20, 2026 |
| Silver Coast Investments LLC | History | Added to | 303,819 | 5,328 | 1.7% | 1.79% | 21 | +10,296 | 3.51% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 295,801 | 5,188 | 0.04% | 0.05% | 22 | -71,279 | -19.42% | Q1 2026 | Apr 07, 2026 |
| Investors Research Corp | History | Added to | 294,161 | 5,159 | 0.99% | 0.88% | 23 | +22,059 | 8.11% | Q1 2026 | Apr 03, 2026 |
| Capital Square, LLC | History | Added to | 271,190 | 5,033 | 2.32% | 1.53% | 24 | +101,222 | 59.55% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 247,993 | 4,553 | 0.07% | 0.09% | 25 | -6,572 | -2.58% | Q1 2026 | Apr 20, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 251,262 | 4,415 | 0.21% | 0.23% | 26 | -14,028 | -5.29% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 243,501 | 4,271 | 0.0% | 0.0% | 27 | +35,376 | 17.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 242,957 | 4,261 | 0.02% | 0.03% | 28 | -33,016 | -11.96% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 242,550 | 4,222 | 0.0% | 0.0% | 29 | +15,292 | 6.73% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 218,685 | 3,835 | 0.07% | 0.07% | 30 | +5,765 | 2.71% | Q1 2026 | Apr 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 216,648 | 3,796 | 0.0% | 0.0% | 31 | +27,217 | 14.37% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 207,164 | 3,634 | 0.01% | 0.01% | 32 | +2,342 | 1.14% | Q1 2026 | Apr 30, 2026 |
| Goldstone Financial Group, LLC | History | New | 179,898 | 3,155 | 0.34% | — | 33 | +179,898 | New | Q1 2026 | Apr 24, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 177,272 | 3,109 | 0.34% | 0.3% | 34 | +19,287 | 12.21% | Q1 2026 | Apr 28, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 176,444 | 3,094 | 0.45% | 0.4% | 35 | +9,284 | 5.55% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 173,424 | 3,041 | 0.01% | 0.02% | 36 | -40,577 | -18.96% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 167,222 | 2,933 | 0.01% | 0.01% | 37 | +8,354 | 5.26% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 164,154 | 2,879 | 0.02% | 0.02% | 38 | +23,546 | 16.75% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 161,661 | 2,835 | 0.01% | 0.01% | 39 | -1,734 | -1.06% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 157,933 | 2,770 | 0.01% | 0.01% | 40 | +20,641 | 15.03% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 156,776 | 2,749 | 0.0% | 0.0% | 41 | -5,929 | -3.64% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 156,240 | 2,740 | 0.0% | 0.01% | 42 | -1,441 | -0.91% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 139,754 | 2,466 | 0.27% | 0.37% | 43 | -899 | -0.64% | Q1 2026 | Apr 10, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 134,528 | 2,359 | 1.28% | 1.08% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Measured Risk Portfolios, Inc. | History | Reduced | 131,003 | 2,297 | 2.51% | 2.32% | 45 | -1,803 | -1.36% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 124,872 | 2,190 | 0.06% | 0.06% | 46 | +3,102 | 2.55% | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 116,961 | 2,051 | 0.05% | 0.04% | 47 | +6,683 | 6.06% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 114,952 | 2,024 | 0.0% | 0.0% | 48 | +546 | 0.48% | Q1 2026 | Apr 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 114,223 | 2,003 | 0.01% | 0.01% | 49 | -1,668 | -1.44% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 103,094 | 1,909 | 0.04% | 0.05% | 50 | +1,047 | 1.03% | Q1 2026 | May 04, 2026 |
| Meridian Financial Partners LLC | History | Added to | 107,529 | 1,895 | 0.72% | 0.65% | 51 | +18,791 | 21.18% | Q1 2026 | Apr 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 107,105 | 1,878 | 0.0% | 0.0% | 52 | +60,450 | 129.57% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 103,062 | 1,807 | 0.0% | 0.0% | 53 | -3,507 | -3.29% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 102,774 | 1,802 | 0.01% | 0.01% | 54 | +4,278 | 4.34% | Q1 2026 | May 15, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 100,598 | 1,764 | 0.37% | 0.38% | 55 | -78 | -0.08% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 97,732 | 1,714 | 0.02% | 0.02% | 56 | -2,999 | -2.98% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 92,821 | 1,628 | 0.0% | 0.0% | 57 | +10,000 | 12.07% | Q1 2026 | May 13, 2026 |
| Guild Investment Management, Inc. | History | Added to | 89,260 | 1,565 | 1.12% | 0.58% | 58 | +44,630 | 100.0% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 88,552 | 1,553 | 0.0% | 0.0% | 59 | +4,859 | 5.81% | Q1 2026 | May 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 88,386 | 1,550 | 0.65% | 0.67% | 60 | +2,069 | 2.4% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 87,624 | 1,536 | 0.01% | 0.01% | 61 | +5,887 | 7.2% | Q1 2026 | May 05, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 85,884 | 1,506 | 0.54% | 0.56% | 62 | -2,125 | -2.41% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 85,014 | 1,491 | 0.0% | 0.0% | 63 | +53,468 | 169.49% | Q1 2026 | Apr 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 83,200 | 1,459 | 0.1% | 0.1% | 64 | +7,488 | 9.89% | Q1 2026 | May 12, 2026 |
| Signature Wealth Management Group | History | Added to | 82,466 | 1,446 | 0.55% | 0.57% | 65 | +3,413 | 4.32% | Q1 2026 | Apr 01, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 80,269 | 1,407 | 1.21% | 1.17% | 66 | -1,800 | -2.19% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 79,961 | 1,402 | 0.05% | 0.05% | 67 | -4,668 | -5.52% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 78,634 | 1,379 | 0.02% | 0.02% | 68 | -2,483 | -3.06% | Q1 2026 | May 05, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 78,145 | 1,370 | 0.15% | 0.15% | 69 | +1,665 | 2.18% | Q1 2026 | Apr 16, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 73,605 | 1,361 | 0.7% | 0.48% | 70 | +32,055 | 77.15% | Q1 2026 | May 18, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 75,622 | 1,335 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 75,328 | 1,321 | 0.04% | 0.06% | 72 | -11,648 | -13.39% | Q1 2026 | May 07, 2026 |
| Proficio Capital Partners LLC | History | Added to | 70,150 | 1,230 | 0.07% | 0.06% | 73 | +18,155 | 34.92% | Q1 2026 | May 14, 2026 |
| Tandem Financial, LLC | History | Added to | 67,057 | 1,176 | 0.37% | 0.67% | 74 | +34,634 | 106.82% | Q1 2026 | May 08, 2026 |
| Fortis Capital Management LLC | History | Added to | 61,189 | 1,073 | 0.11% | 0.14% | 75 | +324 | 0.53% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 60,275 | 1,057 | 0.02% | 0.03% | 76 | -6,419 | -9.62% | Q1 2026 | May 04, 2026 |
| Inspire Advisors, LLC | History | Added to | 59,439 | 1,042 | 0.08% | 0.1% | 77 | +129 | 0.22% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 57,853 | 1,014 | 0.0% | 0.0% | 78 | -18,204 | -23.93% | Q1 2026 | May 05, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 54,449 | 955 | 0.3% | 0.3% | 79 | +173 | 0.32% | Q1 2026 | Apr 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 53,910 | 945 | 0.04% | 0.04% | 80 | +813 | 1.53% | Q1 2026 | Apr 28, 2026 |
| Powell Investment Advisors, LLC | History | No change | 53,244 | 933 | 0.32% | 0.32% | 81 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hyposwiss Advisors SA | History | No change | 52,710 | 924 | 0.91% | 0.91% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 48,996 | 859 | 0.03% | 0.03% | 83 | +3,254 | 7.11% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 48,930 | 858 | 0.0% | 0.0% | 84 | +112 | 0.23% | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 47,967 | 855 | 0.24% | 0.24% | 85 | -2,281 | -4.54% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 48,042 | 844 | 0.01% | 0.01% | 86 | +3,860 | 8.74% | Q1 2026 | Apr 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 47,577 | 834 | 0.44% | 0.47% | 87 | +290 | 0.61% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 47,243 | 828 | 0.0% | 0.0% | 88 | -48,061 | -50.43% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 45,843 | 804 | 0.0% | 0.0% | 89 | -2,353 | -4.88% | Q1 2026 | Apr 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 42,489 | 745 | 0.01% | 0.01% | 90 | +18,309 | 75.72% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 40,844 | 716 | 0.07% | 0.07% | 91 | +28 | 0.07% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 39,506 | 692 | 0.01% | 0.01% | 92 | +1,088 | 2.83% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,399 | 655 | 0.0% | 0.0% | 93 | +1,438 | 4.0% | Q1 2026 | May 14, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Reduced | 36,850 | 646 | 0.36% | 0.37% | 94 | -100 | -0.27% | Q1 2026 | Apr 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 33,698 | 591 | 0.0% | — | 95 | +33,698 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,513 | 587 | 0.0% | 0.0% | 96 | +19,736 | 143.25% | Q1 2026 | May 12, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 32,373 | 567 | 0.09% | 0.16% | 97 | -15,686 | -32.64% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Added to | 32,257 | 565 | 0.0% | 0.0% | 98 | +3,557 | 12.39% | Q1 2026 | May 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 30,498 | 534 | 0.37% | 0.36% | 99 | +1,571 | 5.43% | Q1 2026 | May 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 28,750 | 504 | 0.23% | 0.22% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 27,994 | 491 | 0.02% | 0.03% | 101 | -4,372 | -13.51% | Q1 2026 | May 12, 2026 |
| Texas Yale Capital Corp. | History | Added to | 27,780 | 487 | 0.01% | 0.01% | 102 | +9,304 | 50.36% | Q1 2026 | May 04, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 27,801 | 487 | 0.11% | 0.12% | 103 | -2,850 | -9.3% | Q1 2026 | Apr 27, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 27,571 | 483 | 0.03% | 0.03% | 104 | +158 | 0.58% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Reduced | 27,085 | 475 | 0.01% | 0.01% | 105 | -222 | -0.81% | Q1 2026 | May 15, 2026 |
| Bank & Trust Co | History | No change | 25,264 | 443 | 0.3% | 0.31% | 106 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 24,416 | 428 | 0.01% | 0.01% | 107 | +6,472 | 36.07% | Q1 2026 | May 14, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 22,719 | 398 | 0.26% | 0.26% | 108 | +659 | 2.99% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 22,645 | 397 | 0.01% | 0.01% | 109 | -1,618 | -6.67% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 22,446 | 393 | 0.0% | 0.0% | 110 | -1,470 | -6.15% | Q1 2026 | Apr 28, 2026 |
| Tandem Investment Partners LLC | History | Added to | 22,240 | 390 | 0.33% | 0.33% | 111 | +250 | 1.14% | Q1 2026 | May 13, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 21,836 | 383 | 0.14% | 0.09% | 112 | +8,039 | 58.27% | Q1 2026 | Apr 06, 2026 |
| Apriem Advisors | History | No change | 21,000 | 368 | 0.04% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 19,476 | 360 | 0.0% | 0.0% | 114 | -915 | -4.49% | Q1 2026 | May 06, 2026 |
| TCFG Investment Advisors, LLC | History | New | 20,084 | 352 | 0.13% | — | 116 | +20,084 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 20,084 | 352 | 0.13% | 0.14% | 115 | +175 | 0.88% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 19,911 | 349 | 0.0% | 0.0% | 117 | +15,911 | 397.78% | Q1 2026 | May 14, 2026 |
| Diesslin Group, Inc. | History | Added to | 19,840 | 347 | 0.16% | 0.09% | 118 | +6,303 | 46.56% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,540 | 343 | 0.02% | 0.0% | 119 | -25,381 | -47.07% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 19,576 | 343 | 0.02% | — | 120 | +19,576 | New | Q1 2026 | Apr 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 19,418 | 340 | 0.0% | 0.0% | 121 | +2,881 | 17.42% | Q1 2026 | May 08, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 18,835 | 330 | 0.2% | 0.24% | 122 | +14 | 0.07% | Q1 2026 | May 05, 2026 |
| Procyon Advisors, LLC | History | Reduced | 18,684 | 327 | 0.02% | 0.02% | 123 | -3,089 | -14.19% | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 18,530 | 325 | 0.04% | — | 124 | +18,530 | New | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 18,481 | 324 | 0.01% | 0.01% | 125 | -1,289 | -6.52% | Q1 2026 | Apr 10, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 18,309 | 321 | 0.11% | 0.14% | 126 | -3,446 | -15.84% | Q1 2026 | Apr 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 17,517 | 307 | 0.01% | 0.01% | 127 | +143 | 0.82% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 16,989 | 300 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,762 | 294 | 0.0% | 0.0% | 129 | -22 | -0.13% | Q1 2026 | May 01, 2026 |
| Sovran Advisors, LLC | History | Added to | 15,752 | 291 | 0.02% | 0.02% | 130 | +300 | 1.94% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 15,914 | 279 | 0.0% | — | 132 | +15,914 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,827 | 279 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 15,696 | 275 | 0.07% | 0.06% | 133 | +114 | 0.73% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 15,575 | 273 | 0.0% | — | 135 | +15,575 | New | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Reduced | 15,600 | 273 | 0.0% | 0.0% | 134 | -2,200 | -12.36% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 15,351 | 269 | 0.02% | 0.02% | 136 | -1,500 | -8.9% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisers, LLC | History | Reduced | 15,258 | 267 | 0.08% | 0.09% | 137 | -1,681 | -9.92% | Q1 2026 | Apr 23, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 15,177 | 266 | 0.01% | — | 138 | +15,177 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 14,980 | 262 | 0.0% | 0.0% | 139 | -702 | -4.48% | Q1 2026 | Apr 30, 2026 |
| CGN Advisors LLC | History | New | 14,899 | 261 | 0.02% | — | 141 | +14,899 | New | Q1 2026 | Apr 13, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 14,890 | 261 | 0.03% | 0.04% | 140 | -1,128 | -7.04% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 14,856 | 260 | 0.0% | 0.0% | 142 | +1,246 | 9.16% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,566 | 255 | 0.0% | 0.0% | 143 | -790 | -5.14% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | New | 14,394 | 252 | 0.02% | — | 144 | +14,394 | New | Q1 2026 | May 08, 2026 |
| Hofer & Associates. Inc | History | Reduced | 14,349 | 251 | 0.13% | 0.14% | 145 | -327 | -2.23% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 14,177 | 248 | 0.0% | 0.0% | 146 | +13,403 | 1731.65% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 14,144 | 248 | 0.07% | 0.07% | 147 | -57 | -0.4% | Q1 2026 | Apr 30, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 14,085 | 247 | 0.06% | 0.48% | 149 | -96,529 | -87.27% | Q1 2026 | Apr 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 14,099 | 247 | 0.01% | 0.01% | 148 | +4,362 | 44.8% | Q1 2026 | May 18, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 14,046 | 246 | 0.13% | 0.11% | 150 | +2,640 | 23.15% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 13,345 | 234 | 0.01% | 0.01% | 151 | +385 | 2.97% | Q1 2026 | Apr 29, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 12,922 | 226 | 0.02% | 0.02% | 152 | +738 | 6.06% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 12,798 | 224 | 0.06% | 0.06% | 153 | +3 | 0.02% | Q1 2026 | Apr 08, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 12,670 | 222 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Reduced | 12,642 | 221 | 0.0% | 0.01% | 155 | -4,993 | -28.31% | Q1 2026 | Apr 27, 2026 |
| Creekside Partners | History | Reduced | 12,249 | 214 | 0.09% | 0.09% | 156 | -14 | -0.11% | Q1 2026 | Apr 21, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 11,852 | 207 | 0.08% | 0.08% | 158 | +391 | 3.41% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,819 | 207 | 0.0% | 0.0% | 157 | -35 | -0.3% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,427 | 200 | 0.02% | 0.02% | 159 | -3,936 | -25.62% | Q1 2026 | Apr 30, 2026 |
| Members Trust Co | History | No change | 11,205 | 196 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,134 | 195 | 0.0% | 0.0% | 161 | +30 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Quadrature Capital Ltd | History | New | 11,088 | 194 | 0.0% | — | 162 | +11,088 | New | Q1 2026 | May 15, 2026 |
| Core Wealth Partners LLC | History | No change | 10,685 | 187 | 0.09% | 0.08% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Register Financial Advisors LLC | History | No change | 10,538 | 184 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Carson Advisory Inc. | History | New | 10,200 | 178 | 0.09% | — | 167 | +10,200 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,152 | 178 | 0.0% | 0.0% | 166 | -375 | -3.56% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,200 | 178 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Reduced | 10,059 | 176 | 0.04% | 0.05% | 168 | -238 | -2.31% | Q1 2026 | May 11, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 10,000 | 175 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | New | 9,075 | 159 | 0.01% | — | 170 | +9,075 | New | Q1 2026 | May 19, 2026 |
| MAI Capital Management | History | Reduced | 8,035 | 140 | 0.0% | 0.0% | 171 | -55 | -0.68% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | No change | 6,800 | 119 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 6,740 | 118 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | No change | 6,313 | 110 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 5,634 | 98 | 0.03% | 0.03% | 175 | +400 | 7.64% | Q1 2026 | May 01, 2026 |
| WealthShield Partners, LLC | History | Added to | 5,166 | 90 | 0.01% | 0.01% | 176 | +13 | 0.25% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,608 | 80 | 0.01% | 0.01% | 177 | -1,911 | -29.31% | Q1 2026 | May 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4,347 | 76 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rossmore Private Capital | History | New | 4,000 | 70 | 0.01% | — | 179 | +4,000 | New | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,597 | 63 | 0.0% | 0.0% | 180 | +662 | 22.56% | Q1 2026 | Apr 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 3,454 | 60 | 0.0% | — | 181 | +3,454 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 2,760 | 48 | 0.0% | 0.0% | 182 | -1,616 | -36.93% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,282 | 40 | 0.0% | — | 185 | +2,282 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,310 | 40 | 0.0% | 0.0% | 184 | -37 | -1.58% | Q1 2026 | Apr 24, 2026 |
| GODSEY & GIBB, INC | History | No change | 2,318 | 40 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 2,237 | 39 | 0.04% | 0.01% | 186 | +1,568 | 234.38% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,130 | 37 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,000 | 17 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 826 | 14 | 0.0% | 0.0% | 189 | -77 | -8.53% | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 735 | 12 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hickory Point Bank & Trust | History | New | 671 | 11 | 0.01% | — | 192 | +671 | New | Q1 2026 | Apr 03, 2026 |
| West Branch Capital LLC | History | Added to | 679 | 11 | 0.0% | 0.0% | 191 | +5 | 0.74% | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | New | 609 | 10 | 0.0% | — | 193 | +609 | New | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | Added to | 533 | 9 | 0.01% | — | 195 | +530 | 17666.67% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 529 | 9 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aspect Partners, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Synergy Investment Management, LLC | History | New | 451 | 7 | 0.0% | — | 198 | +451 | New | Q1 2026 | May 14, 2026 |
| SFAM, LLC | History | No change | 436 | 7 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 350 | 6 | 0.0% | — | 199 | +350 | New | Q1 2026 | May 14, 2026 |
| Realta Investment Advisors | History | New | 350 | 6 | 0.0% | — | 200 | +350 | New | Q1 2026 | Apr 22, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 341 | 5 | 0.0% | 0.01% | 201 | +3 | 0.89% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 292 | 5 | 0.0% | 0.0% | 202 | +2 | 0.69% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 229 | 4 | 0.0% | 0.0% | 204 | -268 | -53.92% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 280 | 4 | 0.0% | 0.0% | 205 | -43 | -13.31% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 279 | 4 | 0.0% | 0.0% | 203 | +2 | 0.72% | Q1 2026 | Apr 17, 2026 |
| Princeton Global Asset Management LLC | History | No change | 279 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 179 | 3 | 0.0% | 0.0% | 208 | +2 | 1.13% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | No change | 176 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 175 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 140 | 2 | 0.0% | 0.0% | 210 | -77 | -35.48% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 95 | 2 | 0.0% | 0.0% | 211 | +3 | 3.26% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 60 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 105 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -163,097 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -79,064 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,307 | -100.0% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,100 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -18,580 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,278 | -100.0% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -10,977 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,797 | -100.0% | Q1 2026 | May 12, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,836 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,309 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,928 | -100.0% | Q1 2026 | Apr 27, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,800 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,112 | -100.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -493 | -100.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13 | 0 | — | 0.0% | — | -45 | -77.59% | Q1 2026 | May 12, 2026 |
| PMV Capital Advisers, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 22, 2026 |